Nvidia's earnings are still exceptionally strong, says Bank of America's Vivek Arya

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CNBC Television

CNBC Television

Күн бұрын

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@John-vf8qe
@John-vf8qe Күн бұрын
Nvidia’s earnings beat expectations, but Arya pointed out there are still some areas of concern, like their data center revenue not being as strong as anticipated
@georgeearling905
@georgeearling905 Күн бұрын
It’s easy to get caught up in the excitement around AI, but not everything is going perfectly
@christopherherbert2407
@christopherherbert2407 Күн бұрын
Arya was saying the hype around Nvidia is still real, especially with the Blackwell chip, but he seemed to think the market was maybe expecting a little too much, too quickly
@ericbergman7546
@ericbergman7546 Күн бұрын
That makes sense after a stock shoots up this fast, any little disappointment can lead to a pullback. For a lot of people, that could be a red flag.
@sebastiaanthijn7982
@sebastiaanthijn7982 Күн бұрын
Exactly. I liked that Arya didn’t just focus on the good news. The Blackwell chip is impressive, and it could keep Nvidia ahead in AI, but there’s still the challenge of growing in other areas
@rodgertim2881
@rodgertim2881 Күн бұрын
They’re doing well in AI, but what about gaming or automotive chips? You don’t want to ignore those parts of the business
@Kaustavpatell
@Kaustavpatell 2 күн бұрын
AI stocks will dominate. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
@frankedwardark
@frankedwardark 2 күн бұрын
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
@AmithKaury
@AmithKaury 2 күн бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 2025.
@Vivienedouglass
@Vivienedouglass 2 күн бұрын
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
@AmithKaury
@AmithKaury 2 күн бұрын
*''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
@Vivienedouglass
@Vivienedouglass 2 күн бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@juliasalley
@juliasalley 2 күн бұрын
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
@CharlesT.Foster
@CharlesT.Foster 2 күн бұрын
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
@KarenJ.Mancia
@KarenJ.Mancia 2 күн бұрын
That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.
@StephanieG.Augustus
@StephanieG.Augustus 2 күн бұрын
This aligns perfectly with my desire to organize my finances prior to retirement. Could you provide me with access to your advisor?
@KarenJ.Mancia
@KarenJ.Mancia 2 күн бұрын
My CFA ’Stacy Lynn Staples’ a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@JohnNgomba-k3v
@JohnNgomba-k3v 2 күн бұрын
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@musiccreation1198
@musiccreation1198 2 күн бұрын
Finally !!!!... an analyst that "gets it". Well done Vivek.
@cristinskadell338
@cristinskadell338 2 күн бұрын
he is one of the better ones.
@АллаМаклак
@АллаМаклак 2 күн бұрын
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
@SiaukemLam
@SiaukemLam 2 күн бұрын
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
@CodieSanchez-d6x
@CodieSanchez-d6x 2 күн бұрын
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
@Benjamin-t9f5b
@Benjamin-t9f5b 2 күн бұрын
Could you possibly recommend a CFA you've consulted with?
@CodieSanchez-d6x
@CodieSanchez-d6x 2 күн бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@Benjamin-t9f5b
@Benjamin-t9f5b 2 күн бұрын
Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
@Sonder2030
@Sonder2030 2 күн бұрын
Vivek always breaks it down precisely. He knows what it takes to make the system Nvidia is making and it’s more than a chip.
@lylestavast7652
@lylestavast7652 2 күн бұрын
he's definitely one of the best at connecting the important dots in these technical heavy products...
@karlhiggins3109
@karlhiggins3109 2 күн бұрын
Whisper expectation. What the hell is that. We will just make up a number for earnings and revenue. Wow
@matt.stevick
@matt.stevick 3 күн бұрын
i will never sell my nvda as a devoted nvidia and jensen stan and concentrated position since 2018 with life savings (every situation is unique and complicated, don’t take in any way advice and i mean that). there will be rough days and months ahead and i know to be strong 💪🏼 in those days. i am with the goat 4 life 🖤 and feel very fortunate to have the opportunity to state those words.
@kwisatz-haderach8
@kwisatz-haderach8 2 күн бұрын
cringe
@niklas4031
@niklas4031 2 күн бұрын
Top signal
@cristinskadell338
@cristinskadell338 2 күн бұрын
nvidia is a keeper .. am not selling.
@matt.stevick
@matt.stevick 2 күн бұрын
@@cristinskadell338 enjoy 🙂
@matt.stevick
@matt.stevick Күн бұрын
@@cristinskadell338 enjoy! 🙂
@benm5678
@benm5678 3 күн бұрын
From powering Doom to powering the world...amazing story
@kalevineen5463
@kalevineen5463 2 күн бұрын
No matter what is discussed, doesn't matter how smart this Andrew is, he needs to be shut up while people talking.
@VibeSphere-007
@VibeSphere-007 2 күн бұрын
Here is a company that has delivered 94% YoY revenue growth, beating analysts' expectations, yet its stock fell over 3%. Now, imagine the kind of expectations it has set for investors. The CEO says demand has outstripped supply. It remains to be seen if Nvidia can sustain this momentum. The AI-powered chip boom we're seeing is beyond our imagination. I think we are heading for the greatest technological revolution the world has ever seen since the Industrial Revolution.
@SSSS7-p8f
@SSSS7-p8f 2 күн бұрын
demand will crash in a few quarters. investors will become impatient at MSFT etc and they will demand to see a return on the capex. but it wont come. im telling you as someone who is well linked up in the field of LLMs et atl!!!
@Justinfred11
@Justinfred11 2 күн бұрын
Trump is pro-AI so NVIDIA will succeed. Trump's policies had been viewed by many experts as more positive for the financials sector, spurring this massive across all sectors. It's enticing to consider purchasing some stocks, I'm contemplating investing more than $300k. Thoughts?
@TilSchweiger-i3f
@TilSchweiger-i3f 2 күн бұрын
I would say find quality stocks that have long term potential and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
@Benjaminarmstrong684
@Benjaminarmstrong684 2 күн бұрын
I agree. A financial advlsor can really help you re-adjust and identify blind spots that you yourself do not notice, like mine did in advising me during COVID on how the pandemic will shape things, and I made it out big and still make up to at least 20k in dividend per month.
@Justinfred11
@Justinfred11 2 күн бұрын
That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with, please?
@Benjaminarmstrong684
@Benjaminarmstrong684 2 күн бұрын
GREGORY LEO CATTEL is the licensed FA I work with, I can't speak much about him you should make a search with his name, you'd find the necessary details to schedule an appointment.
@Justinfred11
@Justinfred11 2 күн бұрын
I just Googled his name and his website came up right away. It looks interesting so far. I sent him an email and i hope he responds soon.
@LawrenceMarkFearon
@LawrenceMarkFearon Күн бұрын
Nvidia's ability to consistently beat their own guidance by +$2B quarter after quarter is like money in the bank.
@michaelmarfell7442
@michaelmarfell7442 2 күн бұрын
Stop interrupting the guest!!!
@CommandereON
@CommandereON 2 күн бұрын
So basically Service Now matters.
@AccC-c6d
@AccC-c6d 2 күн бұрын
I hope Citi makes money with some of this hopium selling no other Citi business is doing well.
@Masonharrigton
@Masonharrigton 3 күн бұрын
!!!From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family.❤❤
@KarenOxford-y5k
@KarenOxford-y5k 3 күн бұрын
How please?..
@Kingscutz-p5p
@Kingscutz-p5p 3 күн бұрын
Heather Watson..
@Kingscutz-p5p
@Kingscutz-p5p 3 күн бұрын
Yes!!! That's exactly her name ( Heather Watson): so many people have recommended highly about her and am just starting with her from Canada🇨🇦..
@GoodGod-i3c
@GoodGod-i3c 3 күн бұрын
I Just withdrew my profits week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills...
@Temsclothing
@Temsclothing 3 күн бұрын
Her name rings a bell; I've encountered it multiple times, usually associated with stories of her trading achievements. She deserves a lot of credit...
@charlesdidonato5478
@charlesdidonato5478 2 күн бұрын
All giant tech companies or any other eventually have sales percent slowdowns. It is simple mathematics!😂
@daddy0007-oe3se
@daddy0007-oe3se 2 күн бұрын
I'm favoured financially with Bitcoin ETFs, Thank you buddy. $63,700 weekly profit regardless of how bad it gets on the economy. - 0:01
@jamesbobby4287
@jamesbobby4287 2 күн бұрын
That's awesome!!! I know nothing about investment and I'm keen on getting started. What are your strategies?
@daddy0007-oe3se
@daddy0007-oe3se 2 күн бұрын
As a beginner, it's essential for you to have financial analyst and a professional trader
@daddy0007-oe3se
@daddy0007-oe3se 2 күн бұрын
Talking to an expert like Mary Bridget Walsh to reshape your portfolio is a smart move.
@madalinchris7181
@madalinchris7181 2 күн бұрын
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸also paid for my son's surgery (Oscar). Glory to God.shalom..
@ButterflyQueen-sq7od
@ButterflyQueen-sq7od 2 күн бұрын
Wow that's nice She makes you that much!! please is there a way to reach her services, I work 3 jobs and trying to pay off my debts for a while now!! Please help me.
@chrisrogers1092
@chrisrogers1092 2 күн бұрын
Their chart at 2:01 is wrong. Gaming and prof. viz need to be flipped around
@istvanpraha
@istvanpraha 2 күн бұрын
I listened to the earnings call and yet again it was cheerleading the company and much lighter on details as other companies. I feel like they think their use case is obvious, but it is not. Every AI use-case I've heard can be done/is being done without "AI." I wonder if other people are thinking like me so think the growth is ending very soon. Also the math doesn't math. One company selling one product almost no one buys being 7% of the SPY is already too much. Being a mid-level person in a corporate role, what Vivek briefly described here is basically replacing a few software platforms we already have. Well, that doesn't just happen. We have had relationships with smaller software providers that have already customized everything to us, for years if not over a decade. We're not going to leave them just due to hype and promises.
@SSSS7-p8f
@SSSS7-p8f 2 күн бұрын
yep you have finally woken up. the use case was never there. if you want to know the true direction of AI, speak to people who are actually in the field. they will tell you and show you how weak the current gen of LLM models are and why there are real hurdles that will not be overcome with the architecture being released by nvidia. Good luck to all the customer of nvidia in justifying how the capex investments will generate a return - right now its a huge negative NPV.
@istvanpraha
@istvanpraha 2 күн бұрын
@@SSSS7-p8f One issue I had was trying to use ChatGpt for research. I tested it with areas I am an expert it, some laws that say you must file X on day 15 after a sale and must send customer XYZ documents with 10 days of termination - ChatGpt just says "deadlines vary." Yeah, stuff varies. That's technically correct but in practice is very wrong. Someone ChatGPT-ing that needs all of the specific legal deadlines, not a generic answer like "deadlines can vary"
@rsjyss
@rsjyss 2 күн бұрын
This host always likes to cut off the expert that he is interviewing. Many times to put his 2 cents in.... you are a interviewer and host not the person being interviewed. Very unprofessional!
@mmercato7174
@mmercato7174 2 күн бұрын
AMD😎
@charlesdidonato5478
@charlesdidonato5478 2 күн бұрын
Andrew needs to find another job. Maybe on The View!😂
@Nvidia-Lover
@Nvidia-Lover 2 күн бұрын
Yeah. Agree. I vote for Andrew to work for the Squid Game reality show, where he would need to cover his face and say nothing 😁
@BitLifestyle-r1b
@BitLifestyle-r1b 2 күн бұрын
I hit 240k today. Appreciate you for all the knowledge and nuggets you had thrown my way over the last months. Started with 24k in September 2024
@MocktailPlease
@MocktailPlease 2 күн бұрын
Nice. I hit 1.2m started with 2 Pennies, 30 seconds ago. Thanks all!
@BitLifestyle-r1b
@BitLifestyle-r1b 2 күн бұрын
All thanks to Mrs Gracen Ardolf
@reynoldslacybrleroymeuschke
@reynoldslacybrleroymeuschke 3 күн бұрын
!!!I recently sold some of my long-term position and currently sitting on about 350k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated.
@JoseLopez-lf9rw
@JoseLopez-lf9rw 3 күн бұрын
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Kristine Lynn Weber is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
@DivaHarrison
@DivaHarrison 3 күн бұрын
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Kristine Lynn Weber, for her expertise and exposure to different areas of the market..
@NicholasJames3l
@NicholasJames3l 2 күн бұрын
I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2025
@MathildaCarina
@MathildaCarina 2 күн бұрын
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
@JamesOliverr7s
@JamesOliverr7s 2 күн бұрын
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
@HenryLucask5l
@HenryLucask5l 2 күн бұрын
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
@JamesOliverr7s
@JamesOliverr7s 2 күн бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@JamesOliverr7s
@JamesOliverr7s 2 күн бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further.
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