A lot of people don’t see the POTENTIAL behind AI as much as NVIDIA has it and it shows but I’m going to be a long term holder of Nvidia. Nvidia future is bright and I will have generational wealth
@logixor6 ай бұрын
This last few words, they make you buy :D
@florentinadrian7 ай бұрын
if its going down next target 96$ and 75$ will be for me the best oportunity to buy
@samuelzev40767 ай бұрын
Hey Adam,I really hope it drops. I really badly want to own NVIDIA
@anguslou56407 ай бұрын
Nice video! May the Markets the be with all of U$
@matija74417 ай бұрын
Like the video like usually. Only this: 20:45 Margins decreasing from 53 to 45 isn't conservative. Decrease to 30% would be conservative. Additionally 30% was their typical margin.
@alpha12th7 ай бұрын
The outcomes of Tesla's stock splits in different years varied. **2020 Split**: The stock price increased by approximately 60% from the split date to the end of 2020. **2022 Split**: Conversely, the stock price decreased by approximately 30% from the split date to the end of 2022.
@evadeanu16 ай бұрын
Can’t stop watching your videos.
@saitama31507 ай бұрын
As usual another quality, data driven video from you. I never miss a video of yours! Keep it coming!
@NayLin-r1m7 ай бұрын
Thank you so much Mr.Adam for your in-depth analysis. Always looking forward to your new videos.
@ZumbaFlower7 ай бұрын
I watched all your videos. You always said don’t chase the girl (NVDA). You always had lower intrinsic value than the current value for NVDA. Now, I don’t understand that all of the sudden you have NVDA stocks as one of the largest position in your portfolio. This make me a conclusion that you actually don’t have to much NVDA stocks or your actions are different of what you are saying in your videos.
@lamweijun52746 ай бұрын
From your perspective, Adam said don’t chase the girl and seem like he is chasing it now. Since Nvidia is now at 127, are you going to chase it? He already said he closed, did a re-evaluation and bought more. I myself also sold off all my positions in NVDA after Adam’s initial analysis but I did not buy them back after Adam’s revaluations. Did I cry about it? Yes. But who do I blame, myself. C’mon, dude. If everybody can predict the markets, price and direction, we would all be driving Ferraris and Lambos for our grocery runs. Grow up mate.
@gadcohen11557 ай бұрын
It's like traveling back in time to the seventies and buying IBM stock!
@marineason39897 ай бұрын
Great info, thanks for all the time you invested on all your videos.
@AdamKhoo7 ай бұрын
Glad you like them!
@kohkaimeng41387 ай бұрын
Great insight video on Nvidia. Super awesome 👏 Thank you Adam for this video
@kishormistry25817 ай бұрын
Excellent analysis as usual Adam!
@adeelahmed-sj2ce7 ай бұрын
Thanks for sharing this useful information about NVDA, 👍
@Anthony.Ong.20237 ай бұрын
Thanks Adam, I will wait till it dropped to 60 usd then buy the share.
@catherinefrancis58277 ай бұрын
Very informative as usual. Thanks Adam ❤
@carlosmnievesjr80667 ай бұрын
Amazing.. thank you for that and all the knowledge that came with it!
@richardgshields7 ай бұрын
Thank you so much Adam!! What a great explanation of the things I never knew I always wanted to know. I could not make sense of the continued hype last year, and then how it stopped sort of abruptly just over 1200, like everyone had the same valuation in the back of their mind.. Now I clearly see where I missed the boat, I'm still very new to investing and valuations, yet it still seems to me the tech/programming moat is undervalued. If we are talking millions of US units next two years.. it feels like the current fair price would just be the start of another lengthy run up. Because, what about other buyers from around the globe? There could be so much more growth in the two years ahead. I learn so much from your videos. It makes it so much more interesting to really begin to understand what is going on. Thank you again!
@peerapatposhyanonda64977 ай бұрын
Excellent video as always, Adam. Would be interesting to see other examples such as PANW, which you mentioned in the past that you added to your portfolio when it dipped last month.
@devshetty74657 ай бұрын
NVDA depends on AI promise. Recent study showed that companies adopted AI didn't get any productivity boost. Does this mean AI is hype? Only time will tell
@dalefxclub7 ай бұрын
yep it can be, that is why I hate FOMO. Let the dust settle down.
@ShadowRing02197 ай бұрын
Post study here, please thank you
@flynchy0077 ай бұрын
But in the long term still more cost effective?
@HtetMyatSoe-x8q7 ай бұрын
@@dalefxclub That is how I become FOMO
@benny78994 ай бұрын
@@HtetMyatSoe-x8q Is it hype or is it just technological progression? AI can be everywhere not just for productivity boost that's my take. Once AI is self learning... there's no stopping AI. Imagine humans but 300x smarter in ur devices, appliances, everyday life. Why do you think Elon Musk is making Neuralink?
@teritanghansen87447 ай бұрын
Great analysis as usual, thx Shifu
@stang32997 ай бұрын
Thanks, Adam. I appreciate your insight.
@AlvinOng-sc9fi6 ай бұрын
Your video are addictive…. Waiting for your next video. While trying to be really patient.
@blahzio7 ай бұрын
Love the 'wave up wave down'. 😅 23:06
@banditapradhan90327 ай бұрын
Great analysis on Nvidia. Please provide similar analysis on Crowdstrike.
@NgeeKey7 ай бұрын
Thanks a lot Adam for a very insightful sharing. I will access Nvidia situation before deciding to add or hold.
@chithanhphung73027 ай бұрын
Hi Adam, could you do the analysis for the market till the end of this year ?
@64ytb7 ай бұрын
As I compared your analysis with the rest of the world, I felt that you have a much more depth than them. They are so superficial as compared to yours. A lot of crappie jargon and very little data. But you have a lot more figures and deep researches done. Adam, you are the real ‘enlightened’ guru. You have reached nirvana in the financial world.
@karllistana35267 ай бұрын
Exactly why he is my go to coach, will enter into his courses when I can
@smoayyed7 ай бұрын
You are the best Adam. Thank you
@willsontoh71056 ай бұрын
@Adam Khoo why do we sell put option at the 3 strike price instead ?
@stevencui43207 ай бұрын
Your discount rate is not based on your theory in the chart! Based on your formula, the discount rate should be around 12%, which make a huge difference to the valuation of the stock. Can you elaborate your method for a further step? Thanks!
@jtgoinvest26877 ай бұрын
Given the uncertainty and unpredictability of Nvidia cash flow forecast and the current high interest environment, agree with you to use a higher discount rate. What is your intrinsic value based on discount rate of 12%? Adam may have accounted for the risk by considering the lowest end of the analysts forecast in one of the scenario or higher margin of safety. May come to the same conclusion if we use the more prudent scenario.
@chrisbarnes47087 ай бұрын
Adam historically every spit the stock goes to 50 fib level before going up it can go up but it’s only worth $900
@SamjunK7 ай бұрын
Thanks Adam. Great video
@MattRodriguez-h7j7 ай бұрын
The strong earnings are from a very few companies
@qwain767 ай бұрын
Thanks Adam, how do you assume the discount rate?
@robertwilliam95587 ай бұрын
Adam, excellent analysis and very informative.
@tomash.3097 ай бұрын
perfect video Adam! Thank you
@declanlim38137 ай бұрын
Hi Adam, just wanna know your thoughts on most of the capital gathering in a few particular stocks (Nvidia is one of it) that drives the bull market. Is it consider a "healthy" environment? Appreciate your expertise on that. Thanks.
@AdamKhoo7 ай бұрын
Stock concentrations are perfectly normal
@declanlim38137 ай бұрын
@@AdamKhoo Well noted. Thanks!
@ricardomonteiro23617 ай бұрын
Why didn't you go and see the intrinsic value before selling at $380?
@aaronchen31967 ай бұрын
Thank you 🙏 ❤❤❤❤
@bogummyusafanclub62697 ай бұрын
Thank you Adam. it’s really helpful and I appreciate all the hard work going into the research and analysis.
@AdamKhoo7 ай бұрын
Glad it was helpful!
@HealYourBodyandMind7 ай бұрын
Super video, the best. Love the analysis. Thanks
@allantankl7 ай бұрын
This analysis is Good
@qalim357 ай бұрын
Great video. Can you tell me simple way how to evaluation the a company. Thanks.
@Mind-Development-AB7 ай бұрын
Thank you very much for the update, Adam! Appreciate you very much!
@ethanf.68487 ай бұрын
For your information, CUDA applications can be run with near-native performance on non NVDA hardware.
@sunandevise99347 ай бұрын
Thank you so much for your analysis
@alfonsochakarji14947 ай бұрын
Excelent analysis!
@HuiChyr7 ай бұрын
Finally, a refreshing analysis on stocks with logic, technical and fundamental analysis. Unlike "master" Leong. This guy just gambling on HOPE. Terrible consequence to traders who follow "master" Leong.
@Hoosier817 ай бұрын
Thanks for this informative vid. New subscriber 🙋🏻♂️
@TiOnGY7 ай бұрын
Adam will consider increasing your nvidia position to no.1 in your portfolio? (Means way high than >5%)
@jasonreviews7 ай бұрын
it's fine until the earnings come out.
@TheTop3percentMindset7 ай бұрын
thank you so much!❤
@anguslou56406 ай бұрын
What are your views on HSY and EL?
@ChinYF7 ай бұрын
Awesome perspective presented, imagine one has to do it himself would have spent tons of hours to arrive at any meaningful view.
@erichong67827 ай бұрын
Fantastic analysis
@Sswervyy7 ай бұрын
i had $30 invested before the split and couldnt get out of the trade before the market closed, now the stock is at $120 from $1,200 and its saying i have -$300... should i stay in or did i fuck up...
@jackelinerose62257 ай бұрын
i could be wrong but id say the platform you're in didnt update yet, mine didnt. And if you had 30 and it showed as mine it would be 30-900% which would be around -240$. A visual thing. A friend of mine got the opposite his 2000€ investment was up by 900% in degiro xD Bugs bugs
@stickofbutter97337 ай бұрын
I would wait for the market to open. Looks like some trading platforms aren't tallying the split properly. My balance is wonky this morning too.
@neutronneuron55827 ай бұрын
My little investment went down too. I don't understand this whole split stuff 😂
@elfrecs7 ай бұрын
Hi Adam, the discount rate that you used is 8.1%. However, i do not see this number in the Discount Factor row (which is 0.93, 0.86, 0.79, 0.73....... to 0.21). Did you make mistake for this entry?
@aasif1100vlog6 ай бұрын
Informative ❤
@mda99das7 ай бұрын
problem is that all of these GPUs are in binary, the future is quantum computing, who is doing that, as NVDA will go like TSLA, it will flounder between 2 values.
@mynameisjeff91247 ай бұрын
This make no sense at all. The future is not quantum computing and even if it were there are virtually no companies doing that.
@sblive72397 ай бұрын
And guess what, Nvdia will have a chip for that!!!
@ShadowRing02197 ай бұрын
Nvidia's quantum computing platform equips pioneers such as AIST, JSC and PSNC to push the boundaries of scientific discovery and advance the state of the art in quantum-integrated supercomputing.
@Dragon-up6rb7 ай бұрын
Thank you Master Khoo 🙏
@berndbarty7 ай бұрын
Extremely entertaining and on top of it I make money.
@mygag321547 ай бұрын
thank you for sharing Adam
@garamgarum48987 ай бұрын
I hope and am praying it won't go down right after the split. Otherwise i won't be able to sell my shares that i bought a bit overpriced.
@ShadowRap-y5l7 ай бұрын
No place for hope when trading
@Judah_Mafia_0747 ай бұрын
Trust me it will go down and then back up be patient like you are fishing
@tigeruppercut71257 ай бұрын
why do u want to sell it if it has a good future
@stickofbutter97337 ай бұрын
I'd like to see nvidia rise a bit too to have more cusion. I suspect their earnings report in August will be very positive.
@miguelsoto98687 ай бұрын
if it doesnt close above 122.44 today it will drop to around $90 soon. if we pass $122.44 it will get to $155 pretty fast
@bestimmtgut7 ай бұрын
thank you Adam!
@TheMartin0897 ай бұрын
Thank you very much Adam. I appreciate your insight. I just don't understand why you use free cash flow in your valuation instead of operating cash flow in this case? I have your course and I think according to the rules you should use rather operating cash flow in this case?
@hweontey7 ай бұрын
what is the risk of nvdia?
@quantum74017 ай бұрын
❤ Adam Khoo
@rnegoro17 ай бұрын
So in conclusion buy or not ?
@Sunil-he8xm7 ай бұрын
Wait for a pullback like he said.
@florentinadrian7 ай бұрын
wait one week to see the trend
@youyou-dv8fr7 ай бұрын
You should watch the video again. He did answer yr question
@UziGameGP7 ай бұрын
Not
@IvyKong-t3r7 ай бұрын
U better go back n watch the video
@CW001087 ай бұрын
Master Adam, your last ppt on N show a pattern..
@maxlin17417 ай бұрын
Hi Adam, may I ask that you share your analysis of Crowdstrike? It was just added to S&P500 and seems like a potentially strong company, appreciate your advice, cheers!
@BeTopFlight7 ай бұрын
Thank you sir for this.
@azi56317 ай бұрын
Thank you❣
@ruchernchong7 ай бұрын
A bit wrong on the part where Apple is going to use GPU to do AI computations. Most of these computations in the future are going to be done on the NPU instead. So is Qualcomm developing an ARM version for other on-device computations.
@pklee73957 ай бұрын
Adam, I noted that you changed your DCF model, your previous DCF model used Operating CF and now you use FCF. Appreciate if you can explain the rationale behind ? Great video once again
@PENGCHEENSEE7 ай бұрын
FCF is the more conservative method in most cases. Adam tends to be more conservative. Another thing is predictability. Some companies don’t have consistent OCF or FCF, then we have take the consistent measure because we can’t forecast the future value based on inconsistent existing information
@charliebuffett7 ай бұрын
I’m not Adam but I’d say it’s because he’s now taking into account the capital expenditures of the business.
@gillyOO77 ай бұрын
So Apple iphone to have battery drain issues w AI
@abdulm_46 ай бұрын
ive just signed up to your wealth academy but i do forex is it still possible for me to impliment the stock analysis into forex?
@ajit7887 ай бұрын
Big elephant point is missing in your evaluation. Come mid-2025 US chip restrictions to China will fully be functional, 40% revenues of Nvidia from China will be gone.
@Kola8337 ай бұрын
Adam is this point valid,pls address
@byebyefiat7 ай бұрын
who is the elephant?
@InnocentMbalamweshi7 ай бұрын
I really want to start trading with you Mr Adam.
@ijamusamson81367 ай бұрын
Thank you
@devshetty74657 ай бұрын
Super analysis. Thank you. I always learn
@susanchiam28077 ай бұрын
You are good !
@Crom217 ай бұрын
I LOVE YOU ADAM
@authenticwj75157 ай бұрын
Great sharing
@RenewableEnergyInvestmen-it5jl7 ай бұрын
"Intrinsic Value" didn't increase. You simply incorrectly measured it because your valuation relied too heavily on quant, and not enough on story. Intrinsic valuations for tech/story companies are extremely hard to get correct. It is easy to over or under shoot. But, I think we should be intellectually honest and not act like the intrinsic value all of a sudden 3xed. It is the same company it was 1 year ago!
@dalefxclub7 ай бұрын
Please share your content link here explaining your point and how much money you made using your narrative so far.
@Incomeking-v4s7 ай бұрын
Same company?? Are you being dishonest. Revenue triples
@Incomeking-v4s7 ай бұрын
All the new chip, all the ai interest.
@kelvinfok7 ай бұрын
If you measure a company’s intrinsic using the DCF model then, the output is affected by a couple of inputs, such as shares outstanding, growth rates, free cash flow, interests rates etc. As such, if these inputs can change from quarter to quarter (say company shows off a new product, and analysts increases growth rates), isn’t it reasonable that the intrinsic value may change?
@PENGCHEENSEE7 ай бұрын
Bro….. business in the end is just money making machine, I think it’s more realistic to calculate the intrinsic VALUE based on the existing information AKA free cash flow rather than story. Don’t get me wrong, story is certainly one of the most important pillar in investing, but how to value the intrinsic value of a story? Adam is more focus on predictable large businesses, and his track record speaks of himself. I don’t think it’s right to just accuse others as being intellectual dishonest. You owe him an apologize.
@nadonadia25217 ай бұрын
Nvidia the CISCO of the next decades
@gunsandgangsta7 ай бұрын
Has it grown that much that it is not 1200+ not really
@ibberman7 ай бұрын
Tough one to watch as I sold it in the 200's.
@CocaineBear17 ай бұрын
It is just clearly bubble that what it is . 😅😅
@tonyweatherspoon20237 ай бұрын
Not at all
@googlytrader7 ай бұрын
Bubble or not, market makers are lurking 😬
@2Clairvoyance7 ай бұрын
Thank you, Master.
@JD-kq6wd7 ай бұрын
Now… Tesla is also not just a car company 😆
@jasonreviews7 ай бұрын
31:05
@xfall867 ай бұрын
Just wait it drops to 100 next week then yall can load up
@gabegarcia47417 ай бұрын
Still buy if you don't you missing out and its dividends good