AI investing trend will shift from hyperscalers to custom silicon, says Deepwater's Doug Clinton

[@LawrenceMarkFearon]

It’s riskier to underestimate Nvidia's Blackwell demand than over estimate it. As more time goes by so grows demand from enterprise, sovereign nations, medical, automotive and academic institutions too. They will not be making custom silicon.

[@JaquelinHagenes7]

I realized that the secret to making a million is saving for a better investment. I invested 30k in crypto and made about $246k, but guess what? I put it all back and traded again and now I am rounding up close to a million.

[@AlexieAuer]

Trading in Bitcoin now is the wisest thing to do now especially newbies beginner....

[@CheyanneSmitham]

Wow! That's amazing.

[@CheyanneSmitham]

How can one start, most times people don't know where to start when it comes to crypto. But it would be great if you can provide proper guidance on steps to follow please

[@JaquelinHagenes7]

As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Alex Mathew . A widely known crypto consultant

[@RoderickKuhlman57]

Well...I will advise you should start investing with an expert because trading with an expert is the best strategy for newbie...

[@utubeblackbat]

No way does this guy know what he's talking about, except that Broadcom will have its moment...NVDA owns AI chips..92+ % , NVDIA is a Christmas gift to all..Going to $275 in 2025

[@Vix381]

I won’t make a price prediction, but if I could only have one chip stock it would definitely be NVDA

[@brandonderrick006]

Agree I love Micron at these prices too

[@darylfoster7944]

$275 is a bit much. I think $200-220 is more realistic.

[@SISU_LIFE]

I think the problem with a lot of these talking heads is: 1. If they just continue to default to Nvidia as their top choice, it isn’t going to capture any attention to their business. Better to say something a bit more outside of the box to make yourself look like you have an edge. (Nobody will remember this interview one year from now anyway) 2. When a company has the kind of growth Nvidia has over the last two years, these guys have a hard time imagining much more… but that doesn’t mean it’s not going to happen . 3. They always worry about looking bad publicly and it is probably a safer bet in their mind to downplay Nvidia’s growth chances than it is to emphasize it.

[@alexr4208]

It will rise. I just get it as it's going up. I'm not into long term investing right now. Eventually I will be. NVDA will probably be one of short-term investing, as it has been this past year.

[@hohoh0]

Doug, you’re way too bearish on Nvidia. You haven’t seen o3 or Dylan’s analysis? Most obvious NVDA year coming up.

[@Jamies-gz7ix]

If you've been following Nvidia's journey in gaming and AI, you'd understand why their products command premium prices. While substitutes may exist, customers like hyperscalers who prioritize end results recognize that nothing outperforms Nvidia.

[@bishoptrumplo5461]

To the investors and Traders do not listen to this idiot coz he doesn’t know what’s talking 💔

[@cristinskadell338]

maybe maybe and more mqybes. that's really what he said..

[@Helen_white1]

My issue with them is that the CapEx is growing and they are investing heavily on AI and infrastructure, so this is bad for the FCF/Share in the short run and might play well for the long run. I was just evaluating today whether to add Google to my intended spread of 150k - 350k on plummeting stocks.

[@DhanaPayar]

navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position

[@Grace.h-t8o]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@Agatha.wayne0]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation

[@Grace.h-t8o]

Stacy Lynn Staples is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@Thompson-e7h]

Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

[@zman4444]

Go NVIDIA go.

[@WealthyChronicle]

Higher interest rates pushing people back to mega caps? Sounds like a throwback to the 90s! What do you all think? 💸

[@VangeleNicolasa]

Thanks for the analysis! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

[@buzkola]

Problem is Nvidia is 18 months ahead of their closest competitor . . . So . . . Go NVDA & go PLTR.

[@darylfoster7944]

PLTR 175 p/e is hard to justify.

[@buzkola]

@ Your right that p/e is extremely difficult BUT when you can go to these large firms and show the almost immediate $ savings and they can expense the cost it just doesn’t get any better than that. If they could scale down that model and implement it to smaller firms . . . the sky is the limit!

[@videogazer801]

@@darylfoster7944at current levels, Palantir is 90% position to pull back as much as 50% in the near term and grow slowly from there after the inevitable correction.

[@gajendrads8356]

Please add keyword closing bell / opening bell in your caption.

[@jones192]

Being bearish on NVDA is insane. Guy is delusional.

[@goutam0007]

Materials companies (Dow, Celanese, LyondelBasell, Trinseo, etc.) are at a good price level. Expect some positive momentum in 2025.

[@RyanRogers_theory]

I have one question for the people watching this. Nvidia is making the chips that run AI. Do you thin they are also creating their own in house supercomputer where they test what their new computers can do before giving them to the market? If you listen to Hwang is just selling his hardware you are wrong. My bet is that Nvidia is internally working to hot AGI first. They just don't broadcast it because if they did they would loose buyers.

[@cksink6965]

Asian people are so reticent. Jensen Huang will not fail anybody. Nvidia will be pioneering quantum as well. Google will not

[@RobertV-p8c]

I’m tech heavy, but also investing heavy into Halliburton, HAL, and hoping for a nice recover. 🙏🏼 💰

[@TysonGould-td2wh]

Interest off Saved taxes 5% , off the debt 5% off the Mortgages 2.9% , Interest off the Interest 5%

[@carlosdelatorre4304]

bro news outlets trying so hard to stop Ai progress is so funny

[@RobinWisozk]

The stock market is going through a lot of volatility right now. I went “all in” with $80k in ETFs and stocks to take advantage of the S&P 500’s downturn. What predictions do you have moving forward? Open to discuss.

[@SalmaNienow-w3r]

I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?

[@KoreyWill-t9v]

As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

[@RobinWisozk]

As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Ryan Donald Robert. A widely known crypto consultant

[@EvalynWilliamson]

I've come across this name before, is he really reliable?

[@JohnsonSomto]

I started working with Ryan Donald back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.

[@TysonGould-td2wh]

GOVERNMENT BORROWING IS FOR INVESTING !!! STATE OWNED INVESTMENTS OR JOINT VENTURES

[@TysonGould-td2wh]

SO WHATEVER THEY SPENT IT ON BEATS ME

[@mthreezo]

The last time I invested in a stock that did extremely well was during Covid when I invested in Moderna & Zoom and I am so sad that I missed out on Nvidia. I have $360,000 in cash and am looking for new sectors to invest in for the next five years. Any suggestions?

[@Agatha.wayne0]

I agree, working with an advisor helped me build a $1.6m stock portfolio. Her guidance was invaluable, especially as an early investor in NVDA, AVGO, ANSS, and LRCX. Information, insight, and predictability are crucial in the stock market.

[@Mitchell-w7w]

To be honest, I've been wary of banks for a while, but I wasn't sure how to speak with an advisor first. Please let me know who your adviser is if it's okay; I need some recommendations.

[@Agatha.wayne0]

I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Jessica Dawn Walters for years and highly recommend her. Look her up to see if she meets your criteria.

[@Tony-t6h5m]

Thanks for the info. I searched for her full name and found her website right away. I reviewed her credentials and did my research before reaching out to her.

[@matt.stevick]

ai 🤖 trade future is bright merry christmas 🎄 💚❤️ 📈🇺🇸

[@TysonGould-td2wh]

It can be 10 % but im not greedy

[@anthonychien368]

What education background gives him credibility on the semiconductor industry? ASICs are too narrowly focus, no way to pivot to other Use Cases.

[@ziaahmed4735]

AVGO is not cisco any more ?only Nvidia

[@JamesDonaldson-n6l]

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Victoria Wiezorek

[@NatalyDawn-r9d]

Wow. I'm a bit Perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

[@TimBurton12-r5t]

She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA agent in the United States.

[@AlanWalker2311-q2x]

You trade with Victoria Wiezorek too? Wow that woman has been a blessing to me and my family.

[@NicoleWoodberry]

please I'm new at this, how can I reach her?

[@AdamBahner-z6y]

The first time we had tried, we invested $1400 and after a week we received $5,230. That really helped us a lot to pay our bills.

[@jimmydoan007]

NVDA by year-end $150

[@nikitamcconnell8027]

At least

[@AlexRogers-i7g]

I bought it again today and once it went up it immediately started to tail spin. I had to sell and only made a few. I am disgusted! 🤬

[@Scott-ff2oe]

AMD NVDA

[@anandpaulraj8094]

Am pretty sure he would have said the same about AAPL 10 years ago!!😂😂

[@trayvordemonslayer]

These guys keep trying to pump mrvl and avgo harder

[@ziaahmed4735]

AVGO paid this guy to screw us

[@MohHus-r7o]

How long free money will be distributed one day it's going to be next leman bros

[@MARKXHWANG]

When you don't have deep understanding about asic 's pro and cons, you better kept your mouth shut. Otherwise you end up with another dojo project with 1 b hole

[@keaka560]

No more easy money NVDA and SMCi

[@MeditationMindless]

Fake news

[@lennyshwayze980]

You dummys dont remember that trump admin is not a pro big tech admin😂😂😂😂😂😂

[@Vix381]

But President Musk is

[@Mdebacle]

I have the feeling that AI is mostly overhyped claptrap.

[@matt.stevick]

…2022 called ☎️ it’s for u

[@80SWoods]

Totally, along with the internet. That’s not going to last either. Don’t get me started on the automobile. Give me a horse any day.

[@Robgeee]

Do you not realize how much AI is in everything? Cars, computers, surveillance cameras, etc. Its literally in our every day use lol

[@lennyshwayze980]

Doesnt mean the stock market under trump will favor ai software or chips. Energy under trump will out perform tech​@Robgeee

[@Mdebacle]

The real answers can be found in the movie '12 Monkeys', free on youtube.