Has the Nvidia (NVDA) and SMCI Bubble Burst?

[@Cdictator]

Couldn’t agree more on SMCI. It’s just not worth the risk.

[@victorc8028]

Great info Adam, especially The Enron and Worldcom story. Good teaching lessons for the younger viewers. Thank you very very much Adam, you're awesome!

[@luqman9480]

2 vid in a day ! Awesome

[@MaryroseBarbot]

God, why I didn't find this channel earlier??? This is amazing place for everybody who interested about investments

[@AgripinaZeier]

you are truly the goat, me and my partner have learnt so much from you and we’re truly grateful for the work you put in and the lessons that you teach! Changing lives!

[@MagesaKulwa]

Hi I wanna join his trading course is it worth

[@MichaelScott69]

I'm still bullish on nvidia.

[@MsPaperbear]

it's going to 200

[@120Lok]

exactly what I did yesterday, the second I saw the news I did not even have a second thought and go straight to sell all my SMCI despite down 45%

[@emedlearning9035]

Same for me

[@toshy24tosh]

Very smart, take the L and move on. All they do is make computer racks...put it all in nvidia and you'll make it all back.

[@jasonxjia84]

Ya true, sometimes it’s just hard to swallow that 50% drop, yeah, possible it might bounce back, but not worth taking the risk.

[@GabbarSingh-TX]

You could have waited for a day... just saying.. minimize the damage..

[@LordBagdanoff]

Crazy it will definitely rebound

[@jirojiro1029]

NVDA for me has too much volatility and limited upside at current market cap. I finally cashed out at $130. It could go up but I’m at peace with it

[@Xgeneralll]

Did same thing. locked in all profits and put all my profits and cash raised into my already big AMZN and PLTR positions

[@juanpuebloknowyumama3831]

I’m 65 years old and have never seen anything like this before. Every year, companies like NVIDIA perform exceptionally well, which raises questions about their practices. How long can they sustain this performance? It seems like NVIDIA might have some undisclosed agreements with the government, potentially manipulating their financial statements. Despite these suspicions, no one seems to question them. It's crucial to understand that NVIDIA is involved in various government contracts, which are publicly disclosed. They are also subject to regulations, such as the Stock Trading on Congressional Knowledge Act, which requires government officials to disclose financial transactions involving stocks like NVIDIA.

[@LaverneWhitman]

Strong BUY. Still early innings. NVIDIA is the dominant leader in Al and the preferred technology partner globally. Even a new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[@newmanicdevices6837]

Retaining 85% market share when, especially when you only own IP and you're fabless, and there are so many competitors, and EVERY SINGLE CUSTOMER/COMPETITOR is motivated to eliminate the industry's dependence on IP like CUDA, and you're facing monopoly lawsuits, all while LLMs have peaked for the time being... sure, yeah, they're undervalued, lmfao.

[@felipeturbayr]

Thanks you so much Adam for your input for NVDA and SMCI! your advice is much appreciated!

[@sr4847]

Enjoy your videos and commentary Adam. Thanks for keeping it simple, clear and balanced.

[@benjaminchang8210]

On the verge of requesting for this video (shamelessly). You Sir, saved me some dignity 😂

[@2023gainer]

Both the EV and AI sectors Surging Today to end the month. Dip-buying .. VHAI....GFAI and NVDA...Thumbs Up video/ comments. Thanks.

[@semenkononov140]

Your channel is a real storehouse of knowledge about trading. Thank you for your valuable help and support!

[@toshy24tosh]

To summarize...SMCI is garbage, Nvidia is still a beast and this is clearly billionaires in their secret chat groups trying to cause panic, buy the dips and stay the course. Thanks Adam

[@ThomasLivoti]

I love how you try all these strategies, it shows that you care.

[@КириллСорокин-й8о]

Always makes trading and making money more of a hobby..thanks for the articles

[@LordBagdanoff]

Same company that accuse SQ as well. Really nonsense. Fundamentals of SMCI still hasn’t changed. Buying and holding!

[@MarcS777]

Thank u Adam for being so clear-cut abt SMCI. Not saying it will go bad 100%, but i do take yr comments seriously. THANKS!

[@AnastasiyaFrolova-h4o]

Your advice helps me improve my trading results.

[@kinyungwong8970]

Thank you adam! I want to know more of your view on PDD if possible

[@dhananjaykandekar4454]

Thank you Adam for your insights... I am learning a lot from your videos.

[@mariamtownsend4985]

Thank you for sharing your deep knowledge in investing. You have made a huge impact to stay focus in d right direction.

[@NadDanBetterLiving]

NVDA still a buy for me….Ignore the market nonsense

[@LordBagdanoff]

Of course it is.

[@MsPaperbear]

yea. people don't know the scaling that blackwell can give

[@elliotowen2011]

Your trading videos are always interesting and useful to me.

[@syedarmaghanhassan4652]

Thanks Adam, you are great! great INFO!

[@LatonyaHassey]

GOOD EXPLANATION THANK YOU

[@Cecitrader]

Thank you Adam for the great information.😊

[@JackF0372]

Love your analogies in your videos!

[@joshyong7318]

Thks Adam so much, that i have been eagerly waiting for on SMCI. I have been always following your videos, almost every episode. Appreciate you have made things clear and I know what to do moving forward. Unfortunately, I did buy SMCI when it was 'correcting' itself, based on your recommendation video. i have lost thousands of $ by now. I wouldn't buy if I read your written post. May i suggest that you correct your stand with a video sooner (not just by written posts), not when the unfortunate thing has happened. Secondly, may i request a video coverage on PDD.

[@bentobox7788]

Watching a youtube video is just a starting point. It's up to you to research further and draw your own conclusion.

[@lisbethsalander1723]

Thanks for reminding us about ENRON. Have watched the documentary movie on it " Smartest Guy in the Room"- scary reminder but I needed it. Just sold most of the SMCI stock at a loss. I am your regular KZbin viewer. Not sure how I have missed your caution for the stock,

[@Shanel-f4l]

What a miracle Thank you so much sir 100% strategy working I tried 7 trades on this strategy all are win I'm your fan

[@lsbm1511]

Thank you very much for the warning 👍

[@dakalabanka9214]

Without fail your presentations are informative and entertaining…what a terrific job of integrating useful information in an enjoyable and watchable format- - i am very glad that i became a UIP member

[@evadeanu1]

Adam, you always deliver! Great video again.

[@jonathanyeap5459]

Great video ! Thank you sir

[@raym6747]

Thx Adam, insightfull..

[@dannysanders4327]

Wow Adam on a roll today

[@stang3299]

Thank you, Adam!

[@UziGameGP]

Would love to see your take and intrinsic value of Micron.

[@hm8298]

Thank you so much Adam guru for your precious thoughts 🙏🙏😊 Really appreciate the SCMI perspective 😅 Legend! For those who have not taken the whale investing course but have an educational degree instead…. Sigh!! This is not promotional but mine was life changing lesson after taking the course , now investing for long term and up 50%+ Warm Regards 🎉

[@ngoziobilo5216]

Thanks for your care❤

[@minoltamind1909]

Awesome preaching thanks alot Adam.❤😂

[@antareschen4451]

Thanks so much

[@daniloitaliano]

excellent video on how to use cash secured puts to buy with a margin of safety. thanks!

[@jleong902]

Which is a better stock NVDA or PLTR if were to choose 1?

[@LabanReiter]

Your strategy has helped me turn my trading around. I'm finally seeing some real profits!

[@Jamesjerome0]

just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.

[@maddstaxx]

"im not selling shit" had me in tears

[@jenntjie6815]

should we sell SMCI as it is being sue? what to do when we have the stock ?

[@miamiboating]

Another Great Video! You are one Khool Dude!

[@ASaulat]

Great analysis

[@darrell3752]

Thx Adam.

[@andypot2179]

Fantastic presentation thx.

[@Mind-Development-AB]

Thank you Adam!

[@AndyB72]

Thanks for this really precious video

[@chongchyechia4208]

Thanks alot, Sir .. After you video, I clear all my SMCI shares immediately

[@mt8073]

Why don't you short it now?

[@WanderMindChronicles]

@@chongchyechia4208 thanks for the 💰

[@WORLDCITIZEN2004]

@@mt8073 SMCI is not a good idea to short.....

[@ikhmalmal7930]

Nvdia is good bro..blackwell gonna be game changer

[@jeffl8549]

I asked for a nvidia video. Thanks!

[@ralfmeschino6934]

Thank you Adam, very sound advice, Cheaters NEVER prosper in the long term :)

[@Anamaria-h2o]

I congratulate you for your channel and I thank you for what you teach, I would like to recommend that you include in your videos Spanish subtitles because we are many Latinos who follow your channel and that would help us to be more sure of what we learn thanks to you, and God bless you and may you continue to succeed day by day.

[@sunnytan6952]

Thanks for another great video Adam. Truly appreciate it.

[@AliciaCrone]

It does seem like both NVIDIA and SMCI have been riding a wave of excessive optimism, especially with the AI boom. If these companies can’t keep up with the market’s high expectations, a significant correction could be on the horizon

[@alanpedrick1562]

Optimism spawned by every major media and investment platform. It's not that the company itself is causing the boom.

[@thyrathlach634]

Thank you.

[@lakying-236]

Big thanks ❤🎉

[@zippy79]

Been waiting .. thanks!

[@rodgertim2881]

A burst bubble would mean a sharp decline in their stock prices, which could hurt investors who bought in at the peak. It might also impact the tech sector more broadly, as both companies are seen as leaders in AI and high-performance computing

[@khairulashrafazemi781]

Thanks

[@Greg-O-rama]

Back paddled on initial buy call, well highness sight is 50/50

[@wenjielee6018]

Adam, tsm seems like a great stock? do you avoid it because its a huge capex companies? what about its moat?

[@salilmahadik9396]

Good video and analysis. Can you do a video about Intel stock and it's future ?

[@HarmeetSingh-jo3sg]

When would consider taking some profits then?

[@danielmartin8847]

Thank you good video

[@Muller_Andr]

Increasing tax rates are the reason i rolled over my 401k to a roth. i Don't want to be 59 paying taxes on current income on withdrawals made from my retirement account.

[@landisk3530]

Words of Wisdom!

[@seandelaney1700]

First time viewer, great stuff, subscribed.

[@GlenCarroll-v7s]

my wife and I are subscribed to your channel and we like your videos a lot, we are from the Dominican Republic, we are learning from your strategies and we would like if it is possible for you to make a strategy with indicators for the OTC market on weekends, we are new to trading. Thank you very much for sharing your knowledge.

[@muhammadkabir3033]

You are great

[@JackOng-xb6xn]

Can review Intel? Will it go back to glory days after completion of its foundry?

[@MYB9797]

thank you!

[@kelvinfok]

great value in the video, thanks Adam!

[@jiarongmusic]

great video

[@tuanho8367]

New CFO starting 2021 : David Weigand Old CFO case 2020 : Howard Hideshima

[@EthanWalter-wn3mk]

Nvidia’s growth has been phenomenal, especially in the AI and data center space. Their GPUs are pretty much the gold standard for AI workloads. I think their leadership in AI gives them a solid edge for the future.

[@narasimhar8803]

You can dream for 95. I may not go below 114

[@JonesThomas-s8q]

I previously believed that all investors experienced financial ruin during economic downturns, but i now realize that some of them actually make a fortune. In summary, while some people face recessions, others seize profitable opportunities, and it all begins with having the correct mindset. As a result, I have allocated some of my savings for future investments. Regrettably, I lack experience in this area.

[@WanderMindChronicles]

Going all in on SMCI

[@WORLDCITIZEN2004]

They made a mistake .. Maybe they don't make a mistake again.

[@jerryyapkh]

Adam, if that's the case, can we short financial irregularity company?

[@chinchowpowpook]

Is dell still worth buying at recent low?

[@xavier_lucas]

Increasing tax rates are the reason i rolled over to a roth. i Don't want to be 65 paying taxes on current income on withdrawals made from my retirement account.

[@MarjorieRyanJoy]

I feel like my focus on ETFs might be limiting growth rather than just managing risk. They seem quite over-diversified with too many securities, which might be reducing the potential for higher returns from standout performers like Nvidia. Just my thoughts

[@hernstv]

The best!

[@hopemeng7263]

What do you think about nio?

[@stephendunn132]

Buffett is doing similar selling to what he did before the 2008 stock market crash. The smartest stock market money maker the world has ever seen. Ah well that's what he thinks, so what.

[@gekkogordon]

Double top and correlated with the S&P500

[@drcmbasu]

Adam blackwell chips are 7 times more powerful than hopper and more power efficient. It will sell at a price double at that of hopper. Cost of manufacturing will not double. Profit margins will increase. Eps will fly. When blackwell sales saturate, you book profits unless nvidia comes up with an upgraded product which has even higher demand. In investing, you anticipate the future.

[@michaellai0216]

thx !

[@Kxle12]

Adam sensei missed the opportunity to talk about VEEVS' beat and raise. Who is managing his content? A good scolding is in order.

[@pennygeno5629]

How did you calculate the intrinsic value?