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@jrsands4 ай бұрын
TSMC should also a member of the “Magnificent Seven”
@sepolopez67064 ай бұрын
Of cours, an ASML too!!!!
@benpedi66454 ай бұрын
It wont be as long as it has the word Taiwan in it
@themusic68084 ай бұрын
Those margins indicate Nvidia is an apex predator in this game.
@samuelmattos72634 ай бұрын
I am sorry but if you know anything about cloud gaming and all the problems that come along with it, there's simply no way that geforce now is 1.5 billion dollars in revenue, to get that amount of revenue it would need to be competing with microsoft Xbox gamepass that has 35 million subscribers, the truth is that like all bubble before ai gaming revenue is simply being inflated by people who buy gaming cards to do inference or other stuff, I am not saying that an rtx 4090 or 4080 is a replacement to a datacenter card but for enthusiasts and running small llms like Llama 7B that's what people will buy.
@kesun321454 ай бұрын
So you think NVDA is committing fraud? Numbers seem too good to be true.
@benpedi66454 ай бұрын
Yeah i was going to say, that number sounds very high. I don't know a single person who uses GeForce now and I actually forgot it existed until mentioned here. A vast majority of gaming revenue is hardware... not crappy streaming software.
@citizenm95904 ай бұрын
@@benpedi6645thats im heavily invested in Microsoft
@citizenm95904 ай бұрын
Blackwell chip sounds exciting you know Nidia is a great company to name its chip after great American individual like Blackwell
@lydiep85974 ай бұрын
I will buy more shares NVDA.
@sirus3124 ай бұрын
Might be time to start ramping up DD On Pure storage. Nvidia’s latest announcement, that Blackwell-based AI clusters will require 100 kilowatts per rack-a figure 400% to 500% higher than current energy usage level. PSTG is the only company with the hardware and software stack to reduce energy. There will be a scramble for their products.
@shannonoliver79924 ай бұрын
The way the stock has been going up, there's already a scramble. It is one of my best-performing stocks; I'm already up 42% this year. I wished I had backed up the truck.
@chipstockinvestor4 ай бұрын
Still in on it, still one of our top picks of the year. Did you see the last video we did earlier this spring?
@shannonoliver79924 ай бұрын
@@chipstockinvestor Indeed! That's why I bought it, you two were very convincing, especially on the color scheme. you had me on the color scheme, thanks Kasey!
@chipstockinvestor4 ай бұрын
@@shannonoliver7992 we know YOU saw the last PSTG video, all us fellow shareholders know the color scheme is THE reason to buy and HODL!!! 😂
@SosoPererz4 ай бұрын
Jensen H. Said NVIDIA is working with RXRX
@jr08124 ай бұрын
Yeh!!! Looking forward to the video post on TXN.🎉😊
@mp21404 ай бұрын
Are you actually brother and sister sitting in two different rooms in parents' house? 😀
@davdhynes35184 ай бұрын
My wife and I were accused of being brother and sister when we dated
@11101Jason3 ай бұрын
Have you seen that KZbin r talking about China's light based chips being disruptor to NVIDIA?
Thanks bud for financially keeping us updated on how bad it gets on the economy! But I can smile back at my $45,500 weekly profit..
@AsmaSiddiqui2694 ай бұрын
Thanks bud for financially keeping us updated on how bad it gets on the economy! But I can smile back at my $45,500 weekly profit..
@ronaldmadena47464 ай бұрын
Will you be covering BNED Barnes and Noble this weekend? They created GameStop and now will short squeeze like GameStop. Their entire free float was shorted in the last few days!
@chrimes4 ай бұрын
Hi - is it possible to do a video on ASM international. I know a lot about ASML but I hear nothing of the sister company. It seems a lot like Lam and Amat? But I am not sure if they have any competitive advantages. Any knowledge would be greatly appreciated 🙏🙏🙏
@chipstockinvestor4 ай бұрын
Did you see this video? We cover all the manufacturing equipment types, including ASM. kzbin.info/www/bejne/qpmpfWyQbtShd7c
@chrimes4 ай бұрын
@@chipstockinvestor I missed that in this video - my mistake. This is great information, thank you so much. 🙏🙏🙏
@weho_brian4 ай бұрын
I was wondering where you guys were yesterday. I figured you spent the day at your local Ferarri dealership after the report came out 😄
@chipstockinvestor4 ай бұрын
Sorry, Thursday are when we get our Honda Accord serviced... 😉
@MattRodriguez-h7j4 ай бұрын
I was talking to a google cloud sales guy. He tells me there is not much demand for AI hardware from customers. He said selling cloud application is easier than hardware
@valueinvestor85554 ай бұрын
Do you think Nvidia could become a big player in AI chips for edge devices outcompeting Qualcomm. How big of a priority would this be for Nvidia in terms of profitability or do you think they will focus most of their attention on chips for data centers? Would Nvidia have a durable competitive advantage compared to Qualcomm and others if they make AI chips for PCs, laptops and smartphones etc?
@Bill667734 ай бұрын
😊
@amandapham11514 ай бұрын
love you guys! thank you
@MiamiCubanGuy4 ай бұрын
Good recap
@Mujeeb-Ur-Rehman-ct7uh4 ай бұрын
When will MediaTek video come
@shannonoliver79924 ай бұрын
We can always count on you two to deliver great analysis minus the noise and fluff. I can't thank you enough!
@Gru394 ай бұрын
If I were you I would keep Intel on the radar. Unlike Qualcomm, Intel is in competition with everyone. With Qualcomm, AMD, Nvidia, even with TSMC. Big ambitions. They actually are the second major AI player after Nvidia, in sales. This is probably the safest bet, but as we know less risk means less reward. Each to their own
@jacqdanieles4 ай бұрын
I am a bag holder of intc. I saw all the positive news earlier & got suckered at $45. My fault for failing to enter a stop loss. I'm considering averaging down, but it doesn't seem to have found a stable floor. Instead, I put in a couple of trades on qcom & have recovered the money I lost on intc. So I'll hold intc for now & see if things improve for them.
@Gru394 ай бұрын
@@jacqdanieles we all been bag holders at one point. There are ups and downs.
@titan-00164 ай бұрын
Is nvidia auto , mtk tie up risk to QCOM?
@money.hungry4 ай бұрын
Hoooooooooooooooooold 🚀
@sepolopez67064 ай бұрын
The NVDA thing is impressive at the moment and that is out of the question. But I believe that large companies, not small ones, will sooner or later design their own chips (APPL already does it and several are in the process). Therefore, companies like ASML, TSM and Samsung Electons are the ones that run the industry and can hardly be replaced by others. Without them, no one can make advanced Chips. Best,
@ivaylokolev59794 ай бұрын
Can you do analysis of Clear Secure ?
@chipstockinvestor4 ай бұрын
That one gets an honorary mention in our cyber flow manual, but not seeing anything special about it. What is it you like?
@danwilliamson19914 ай бұрын
If we're going to add Netflix, I'd also consider Spotify. It's been rumoured to be adding video for years. It has some but as a value add pop video here and there. It could easily add long form video front and centre.
@zebbie094 ай бұрын
In Jensen I trust….i am keeping my position as long as he is CEO. Nvidia is the reason I stumbled upon you two. I opened a small position in March 2022 on impulse. It promptly went down (as per my usual) and I was dangerously close to cutting losses, but instead decided to add a little more. I got caught up in the hype and bought more at much higher levels (900 average cost)…. Y’all’s presentation is far and away the best on KZbin as far as investing and worth every penny of the $5 per month. Keep up the great work!
@chipstockinvestor4 ай бұрын
Thanks for being here! And good call on holding!
@wilmarkjohnatty49244 ай бұрын
You guys need to be more realistic with your advice. NVDA was going to blow out the expectations. The TSMC data, the other markers all indicated a blow out. But you recently had a set of Chip Stock recommendations and you left out all of these AI stocks. Dell is also another one considering that they seem to be a strong partner with NVDA. I watched many of the recommendations in the past week, and most stayed on the sidelines.
@abidingdude2224 ай бұрын
Sounds like you should make a KZbin channel.
@chipstockinvestor4 ай бұрын
Funny, we don't recall giving you any advice. At any rate, Kasey publicly named NVDA her top stock of 2024 at the start of the year, so...
@abidingdude2224 ай бұрын
@@chipstockinvestor I for one, appreciate your content and takes.... great approach.
@planetblix4 ай бұрын
Perhaps you’re looking for stock tips, that is not this channel. This channel is to provide excellent company and industry analysis and to form your own judgement.
@jacqdanieles4 ай бұрын
What is the possibility of INTC being acquired by NVDA? 🔥
@dgo85094 ай бұрын
Would a healthy body want to metastasize cancer?😂
@perfectfindings4 ай бұрын
Zero
@perfectfindings4 ай бұрын
Maybe the opposite 😂
@jacqdanieles4 ай бұрын
@@perfectfindings you might want to re-read my post
@Ronnieleec4 ай бұрын
May trim when we see slowdown in 6-8 quarters but will be ready to jump back with next innovation.
@chipstockinvestor4 ай бұрын
It's a beast of a company!
@citizenm95904 ай бұрын
I had same thought once everybody is done with AI main build the revune will slow down. Whats your thought might be the next innovation you might invest in?
@hafeld83484 ай бұрын
Nick you are lucky Casey is the brains of your outfit. LOL LOL You both are great.
@starmount3264 ай бұрын
Thank you. My fav semi industry analysis channel.
@hikeyt27474 ай бұрын
THANK YOU FOR THE VIDEO!! APPRECIATE IT!
@robertwilliam95584 ай бұрын
NVDA to the moon. I will have 15554 shares after the split. Let's go.
@hikeyt27474 ай бұрын
NICE!!!!!!!!! GOOD LUCK!!!!!!!!!!!!
@jacqdanieles4 ай бұрын
What is your target price for the stock in the next 6 months?
@jamesmarshall33114 ай бұрын
Terrific job !! I am a little jealous but cant complain too much with my holding.