Nvidia's margins are 'heads and shoulders' above competitors, says 3Fourteen's Fernando Vidal

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CNBC Television

CNBC Television

28 күн бұрын

Fernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk Nvidia's quarterly results.

Пікірлер: 37
@donovantobs
@donovantobs 26 күн бұрын
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
@Monicamonasky-
@Monicamonasky- 26 күн бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
@AmithKaury
@AmithKaury 26 күн бұрын
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@frankedwardark
@frankedwardark 26 күн бұрын
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@AmithKaury
@AmithKaury 26 күн бұрын
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@frankedwardark
@frankedwardark 26 күн бұрын
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@halfMTstudios
@halfMTstudios 26 күн бұрын
He's just saving face because he was so wrong before.
@briantep458
@briantep458 26 күн бұрын
this guy looks too scared to invest in AI
@528sunchaser
@528sunchaser 26 күн бұрын
Vidal seems to think AI is just going to follow some linear path without considering that someone as smart and visionary as Jensen Huang will both invent and position Nvidia to stay well ahead of the curve. Eventually this guy (Vidal) will be right, but not anytime soon - and look what he’s already missed out on by not understanding this market…
@shaochiavang
@shaochiavang 26 күн бұрын
$1,200
@HeroDai2448
@HeroDai2448 26 күн бұрын
in 1-2 months imo
@tellusrs7773
@tellusrs7773 24 күн бұрын
@@HeroDai2448 can easily hit at some point up until stock split
@HeroDai2448
@HeroDai2448 24 күн бұрын
@@tellusrs7773 possible. I think 1150 before split is possible but then a pull back for sure
@PeterSedesse
@PeterSedesse 26 күн бұрын
Dude was bearish on nvidia last summer....he should never had been on tv after that
@felizh82
@felizh82 26 күн бұрын
He is sitting there and saying things I don't think he knows what he is talking about~
@crawfish91
@crawfish91 26 күн бұрын
he does not realized that last quarter, inference was about 40% of their revenue
@dacmusr2260
@dacmusr2260 26 күн бұрын
He says inferencing will require less….😅
@raynovicio7332
@raynovicio7332 26 күн бұрын
wow that guy is a bear on nvdia
@runningdonut
@runningdonut 26 күн бұрын
bro is so shook he can’t even get the words out. Let this be a lesson to anyone fading Jensen
@hbomb65
@hbomb65 26 күн бұрын
his sense of being says it all, tight cub, very tight cub...
@maguilla
@maguilla 26 күн бұрын
Split baby
@MMoxie-lb4iv
@MMoxie-lb4iv 26 күн бұрын
Fernando does not appreciate the moat that Nivida has.
@HeroDai2448
@HeroDai2448 26 күн бұрын
just mad that he missed the bus 😂
@alanreyescreative
@alanreyescreative 26 күн бұрын
laughing at the bears.
@HeroDai2448
@HeroDai2448 26 күн бұрын
they still think it’s going back to 500 😂
@MeMy.I
@MeMy.I 26 күн бұрын
Modern day Miles Dyson from Cyberdyne Systems (Skynet)🥴
@leechen7235
@leechen7235 26 күн бұрын
There is no reason that Nvidia is not the most valuable company in the world. The growth, the expansion, the potential, the earning and the dominance. The AI is still in its early stage
@leechen7235
@leechen7235 26 күн бұрын
Fernando was wrong and clearly he lacks the vision about the future AI. In AI, we are like 1980 PC industry, there is at least 30 years of growth and progress ahead. Nvidia is not about AI chips, it is a complete software/hardware/networking ecosystem, there is no alternative today, no alternative in the next 2 years, not likely in the next 5 years.
@zhuzhang-qe8sl
@zhuzhang-qe8sl 26 күн бұрын
I glad to have an adviser who is excellent in what he's doing , you changed my entire life and I will continue to preach and song your praises on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Bruce Murdock Advisory!!!!..
@lujun823
@lujun823 26 күн бұрын
He is definitely not very happy with todays nvda move. Maybe he or his customers shorting?
@HeroDai2448
@HeroDai2448 26 күн бұрын
this dude is a bear 😂
@darrellshirar4411
@darrellshirar4411 26 күн бұрын
This guy is a negative bum
@scienceguo
@scienceguo 26 күн бұрын
it is the peak now.
@HeroDai2448
@HeroDai2448 26 күн бұрын
keep crying. It’s going to 1500
@scienceguo
@scienceguo 26 күн бұрын
@@HeroDai2448 EPS 5, price 1000. ThePE is 200 quarterly, and 50 annualy. Do you like to invest a 2% ROE product? and the growth is not continously due to the Google, Meta, OpenAI start their own NPU and GPU design.
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