Is Nvidia Under Siege in 2025? | WAYT?

[@TheCompoundNews]

This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting: rocketmoney.com/compound

[@TruthHasSpoken]

If I listened to all the naysayers on Apple over the last 15 years I would never have been able to retire early. So many parallels to NVDA including but not limited to a great moat leading to a sustainable competitive advantage. Listening to any NVDA naysayers brings back Apple memories. I'm up 20x on NVDA and used capital gains from NVDA in '24 to fund most of my expenses. Admittedly, when I bought NVDA I had no real clue on AI as it was more about their autonomous driving (chip) leadership. But being a PC first person shooter fan in the early 2000's put NVDA on my radar. Thank you, Battlefield Vietnam! (note, I am as excited about NVDA right now as I was in Dec. '23)

[@tmclean9]

I 100% agree on NVDA. I just finished reading "The Nvidia Way." I will continue to bet on Jensen. I own some NVDA, but I wished I owned more. Apple seems to be the opposite of Nvidia. There's zero innovation at Apple these days.

[@TruthHasSpoken]

@@tmclean9 Jensen is one of the elite CEOs who had a vision and executed (nailed) it when others stayed still. I will give him the benefit of the doubt until I hear him say X and Y happens. He deserves that much. (note, I am still in shock at what has happened to Intel. They are the IBM and Blackberry of this generation )

[@slytherben]

This is the way

[@iambored9872]

Batnick disagrees, he gave zero credit to long-term Nvidia investors, but he's bullish on Bitcoin because "Crypto goes up". LOL.

[@matt.stevick]

every episode is teeming with super valuable up to the moment information. i couldn’t be more appreciative 🙏

[@lauracronk2876]

Well Micheal your warning at the end of the show prompted me to take some profits this morning. Kudos to you!!!!

[@chrisd6736]

“Owning Moderna is worse than getting Covid” haha

[@richreitz5815]

😂

[@stevenbond4637]

People talking like Nvidia crashed, it just went up over 1000%, lol

[@Mendinostra]

People act like pullbacks aren't healthy.

[@kkp4297]

yeah but it sucks getting trapped near the top with dead money. congrats to those who got in 1000% ago.

[@chrisd6736]

Seems like an easy swing trade.

[@redbotbluebotmappingrobots9669]

Yeah but the people up 1000% are probably not buying anymore. You need new money and traders to come in. It could easily be range bound all year

[@Bigredbulldog401]

That’s what I’m saying if u got in at 50 your still up almost 300%😂 I think this is just a pullback and it continues 2025

[@arnoldbailey8803]

Best intro music on earth. Let it ride

[@toddpolish]

Their original intro yrs ago was even better

[@Solairethedarksoul]

Nvda is a scoop and score. Buy.

[@themusic6808]

If there’s a company that starts making GPU’s and GLP-1’s together I’m 1,000% long on it

[@tmclean9]

Josh and Mike, read "The Nvidia Way." Great book. Why do they keep winning? Jensen and his team work harder! If you drive past Nvidia HQ on a random Wednesday evening, its parking lot is full. Apple's and Google's HQs are empty at 7PM.

[@hafeld8348]

Josh does not understand how NVDA and AVGO don't compete with each other in AI. I agree he needs to read the book.

[@jasonsermersheim9191]

@@hafeld8348 He didn't say they compete with each other. He said Nvidia can't keep up with demand, and hyperscalers aren't going to wait for them to be able to fulfill it, and so they will work with companies like Broadcom for alternative solutions to Nvidia GPUs. Really not that hard to understand lol. He's been in the stock for 10 years, but he says one slightly negative thing and according to you he doesn't understand the company 🤣

[@SISU_LIFE]

The main voice on chips that I listen to is Stacy Rasgon. He’s a true analyst in the chips space and he’s not nearly as negative on Nvidia as what I’m hearing here.

[@arimichael2499]

THAT DOWNTOWN CHIPS MONOLOGUE WAS HIS BEST PERFORMANCE EVER MAYBE ON THIS POD.

[@Zachleonard97]

9:21 I laughed out loud….alone in my house. Well done Mike

[@peterpayne2219]

We actually got a Hindenburg indicator flash today, and there was one back in November, if we get two in the same month that big deal, Josh talk about that

[@photosbycain8919]

good show, keep up the good work

[@mikerusso7095]

Spectacular episode, gents!! Loved the chips analysis. Loved the bull market discussion. Really good insight on the window dressing perspective on big $ and AAPL vs oil, materials, etc. Loved the MRNA piece … wish you would have seen a bull case for my last $10k invested dying a slow death. Hoping to catch PYPL on a dip. TY both.

[@orangewill]

This show is the best stocks show ever. Learn so much from you two, and it’s funny. Fn awesome Also JB your latest book was an awesome listen

[@stablegenious]

thank you or bringing up semiconductors. About time isn’t it…You rock 👊🏻

[@CashAwesome]

I own avgo starting from 2012 and my return is more than 2000% before yesterday’s correction! I also own Marvell and have 100% return for 2024!

[@nolanabell703]

How did you and Josh miss buying tesla when it was down over 60% in 2022? I mean you all praise him and he’s on headlines everywhere for being a genius and landing rockets, yet you all COMPLETELY missed buying his company on sale for 70% off? How did you guys miss this? It’s now up over 300% since.

[@Tampa-Bay-813]

Excellent video gentlemen. Josh, you're the best! Been following you for years on CNBC. Thanks for Arista Networks recommendation back in mid-2023!!

[@leannatimmerman9922]

Thank you! I learned a lot from this video.

[@larrylyon6695]

You’ve not considered that NVDA is years ahead of the others along the learning curve involved not only in manufacturing GPU’s but in the installation and use of them in a wide variety of applications and different industries which the others will never achieve. Would you hire a surgeon who only performed a particular procedure on one patient?

[@richreitz5815]

Great video, thanks gents!

[@edmundlively8137]

Of all those, ARM has the best looking chart. 😃😃😃😃

[@Orwellsghost]

Great show. At least 5 lols

[@bztokyo7270]

EVERYONE who agrees with me please thumbs up - this has been the most focused and very helpful video that you can watch without the banter, side jokes, riff-raffs , sports talk, movie references... see guys you can do it! I didnt have to skip anything so far and its 31 mins into it. Now what happened to AMD's programmable Xylinx acquisition? Back in 2018 they were talking about neural networks under them. Maybe that integration did work out well? Anyone have insight on this?

[@9sammy4]

Great show!

[@coreyvinson1749]

Lesson to not buy options if you don’t know what you’re doing… I lost 7,000 in Block 2024 $250 calls. I got back in the stock with shares at $40, but still not close to making back the money I lost in the stock lol. Own the shares, that way you can always average down if you still believe in the stock.

[@anothername2730]

At the end: “So, Duncan…if I were to pull-“

[@Solairethedarksoul]

I like chatGPT openAI waaaaayyy better than google.

[@jefferyf7359]

Why?

[@jasonchen-alienroid]

Other chip companies cannot compete. Just as Google worked on TPU, Qualcomm had similar tech before that time, and Apple also worked on it... The issue would be companies cannot trash margin unless they got untouchable cash cow.

[@Timeus]

You know the dumpster fire is real when having covid is better news than owning Moderna 🤣

[@arzdiamondbacks]

In 2023, NVDA also made all of its gains in the first half of the year, and consolidated for the entire second half. 2024 has played out the same way.

[@slytherben]

Exactly. And the media told this exact same story. It just happens again and again.

[@Bigredbulldog401]

Dude we literally have drone taxis in the works and I would bet that the government is running the drones

[@paulo4371]

MVRL Custom Chips are the new way to make AI precogs to do specific task!

[@voicification]

My outperformance in 2024 came from fallen covid angels rising. Fintech was a lot of it. My most regrettable sells are also those companies. Also was riding SMCI from 414 to 1066. Good times.

[@haroldb6773]

Mike is the ultimate contra on semis

[@alexjefferson8981]

Josh doesn’t want to hear it but Tesla has been designing asics for 5+ years now

[@mukey]

The comment about Satiya Nadala's interview with Brad Gurshner. Not sure them understanding only 8/9% of it was a complement or shade.

[@gmoney3519]

The Dre and Snoop Album is an audiophiles wet dream 😅

[@z5m2]

Post credits scene easter egg! So Duncan, what's it going to be?

[@alvarosalazar23]

I´m from Peru and Jack D. was my ayahuasca roomate a couple years ago ;)

[@chrisbentsen1]

The easy money has already been made in NVDA. Retail always wants to buy the most hyped up stocks 😂😂😂

[@tmclean9]

Please read "The Nvidia Way." The book just came out Tuesday. I just finished the book today. Let me know if you still think the easy money is in the past.

[@wernerfoerster3666]

how did i find myself here?

[@mikeanderson558]

Shout out to @JimCramer. He has been a fan of AVGO for quit sometime. This is not to disparage you guys though. Collectively, you all are right on a lot of things.

[@sergeyyakubovsky7259]

Don't forget while these guys are trying to catch up to Nvidia and the videos are already working on their second third and fourth generation chips

[@hafeld8348]

Thanks for your KZbin video, which will mark the bottom in NVDA. Read The Nvidia Way before you claim expertise.

[@TheCompoundNews]

I’ve owned the stock for ten years, it is currently my largest holding. - JB

[@matt.stevick]

let’s go jb 👑

[@chrisadams27]

How can I trust Michael's opinion on anything when he hasn't heard about the drones

[@fakenorwegian4743]

"I get most of my news from Bethany Frankel." Josh Brown.

[@paulgilliland2992]

Contracting ? Good guess Michael.

[@commycomentor9695]

STRONG DISAGREE on snoops new album…

[@factsnofeeling]

strong disagree on snoop anything.

[@FinanceCobra]

Companies that maintain dominance for long periods of times rarely do so through technological superiority. If a benchmark came out showing that the iPhone was "slower" than the new Samsung phone, probably about 100 people would care. But if a benchmark came out showing that AMD had a stronger performing chip than Nvidia, it's game over. Nvidia has a great brand, but it's meaningless to a corporation. I'm not sure when, I'm not sure how, and I'm not sure who, but some day, Nvidia will not be the top dog. And the value of the business will crater.

[@kraz007]

Just because I sing Elvis at karaoke parties, doesn't mean anyone would pay me to sing. Jensen is Elvis in his prime. He's meeting prime ministers and presidents, already selling to governments. Let the hyperscalers spin tales about them doing it "themselves".

[@syncbeatsmusic2485]

Wow… That was probably the worst make the case yet 😂 Michael basically convinced himself not to buy Moderna as he was making the case.

[@GeoffDUB10]

Often lost and forgotten, the vagueness and the mud I'd been thinking I'm working too hard, but I got something to show Found someone who can comfort me, but there are always exceptions And she's good at appearing sane, but I just want you to know.....Staring at empty pages, centered 'round the same old plot Staring at empty pages, flowing along the ages.....NVDA 2 steps forward 1 step back...for 20 years....its recoiling...and Jensen says they are the Market Makers...they want success You guys are great at your jobs. !!!!

[@briancase6180]

OK, let me inform you of a truth. All roads lead to Nvidia to some degree, but all roads TRULY lead to TSMC. What this means: all of Nvidia, AMD, Amazon, etc GPUs or GPU-equivalents need CoWoS advanced packaging from TSMC. (Hint: they also ALL need HBM memory. Who makes that? Who has high-quality HBM to sell?) There is no Nvidia, no MI325 or MI350 or Amazon Trainium or any ANYTHING without TSMC's CoWoS. TSMC can make a certain amount of CoWoS packaging per unit time. If AMD hasn't RESERVED capacity, it DOESN'T MATTER how many order they get. Period. Earlier this year, AMD released some CoWoS capacity because they couldn't get orders to consume it. Nvidia IMMEDIATELY bought the capacity that AMD released. Think about that. What I'm saying: I DON'T GIVE A SH*T what AMD says about orders, what Amazon says about orders, what Qualcomm says about orders. Nvidia has the most CoWoS capacity reserved, and they have the ability to write checks in ANY AMOUNT to TSMC to reserve the CoWoS. If you can't figure out what this means, you should not be investing in tech companies. And, I'm sorry, I hate to be a jerk, but Josh's explanation of what an ASIC is and why you'd want it and the fact that Marvell makes ASICs is just wrong. Sorry Dude, study a bit, just a bit, more. Marvell makes SoCs for things like second-tier smart phones. Yes, they make more than that, but ASICs are not the answer if you "can't get GPUS." Oh my goodness.

[@TheCompoundNews]

Actually you might want to study. That’s a lot of CAPS LOCK in one comment. Sorry about the performance of TSMC, I’m rooting for it to act better for you.

[@FluentFutbol14]

@@TheCompoundNewscouldn’t have said it better. When stocks don’t perform for people it often makes some people triple down on why they are right. The market doesn’t care what you think. Just get over it and move on to the next thesis/ trade.

[@Orwellsghost]

37:44 😂

[@Zippezip]

SQQQ

[@CliffG]

Are you guys still on Xitter? With the Nazis and the trolls and the bots? And Musk -- he's still there, right?

[@g.i.520]

Lame

[@seangrealish8741]

The drones looking for Alpha line was pretty good. Let. Batnick. Cook.