When to Sell the A.I. Rally

Рет қаралды 14,025

Күн бұрын

A.I. will continue to flourish, we only have two “macro” sell triggers for when to get out of NVDA/SMCI, etc., notes Peter Andersen. He discusses when to sell the A.I. rally. He talks about the case for energy as it relates to A.I. Tune in to find out more about the stock market today.
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Пікірлер: 86

@jeffrose5622 4 ай бұрын

Nah. Just keep buying NVIDIA as it will double from here. These talking heads have been saying the same thing since NVIDIA was $600. NVIDIA moat is basically impenetrable.

@ryen49 4 ай бұрын

preach!!! nvidia is going to grow very fast from here on out see yall in 2030

@claus1225 4 ай бұрын

u buy now then.

@allenaxp6259 4 ай бұрын

I remember them saying this about the Internet in the 90'a and early 2000's. Back then I should have bought more Apple, Google and Amazon.

@FlowView 4 ай бұрын

Someone working in a coffee shop can come up with a new idea to build a new AI model😅 yes, definitely, a smarter way to brew coffee😂

@jonnagap87 4 ай бұрын

What the hell is he even talking about? Someone working in Burger King and come up with a model on how the human brain works?? I wanna know how this guys brain actually works now

@AlexinOslo 4 ай бұрын

Such a guy would have gotten picked up by Standford and hired by Nvidia. The professor in the garage coming up with a breakthrough doesn't happen anymore.

@glennm7086 4 ай бұрын

I worked at Intel from ‘99-17. When Nvidia launched CUDA in ‘07, Intel understood the threat. It’s Intel’s playbook- make the silicon easy to code. Nvidia has been on this data center journey for about 20 years and it’s just born fruit in the last year or two. I believe we are 3 - 5 yrs into a 10 yr cycle. Intel dominated the market for 20 to 30 years. Nvidia will do the same. My first position in NVDA was in 2018 at a split adjusted cost of $62 (about to be $6.20😎). I bought more NVDA at $405. I’m close to $200 K in profit on a $27K investment. Amongst MSFT, AMZN,AAPL, TS LA, NVDA has been my best ever performer, and it remains my highest conviction pick

@matthew.m.stevick 4 ай бұрын

🖤💚📈🇺🇸 Good guest and informative takes.

@MohHus-r7o 4 ай бұрын

Totally agreed, Nvidia is not a single company who makes chips there is intel and many more.. if its product like Microsoft Ms office its make sense as no oone could beat it till now.

@AG-hl1ni 4 ай бұрын

Whatever you do do not sell Palantir Technologies PLTR

@theunbearablebull 4 ай бұрын

That stock is such a dumpster fire lol

@nickv8816 4 ай бұрын

@@theunbearablebull😂how is that? Clearly you don’t understand what’s coming

@theunbearablebull 4 ай бұрын

@@nickv8816 Little boy, get back to your little 50k account

@ducminh7568 4 ай бұрын

I will only buy if it down to 18

@rriqueno 4 ай бұрын

😂 crazy talk

@RichardMauri 4 ай бұрын

AI (stock market in general) depends on power infrastructure. Good thing the grid is secure and reliable!

@robertwilliam9558 4 ай бұрын

There are hundreds of Hypotheticals. This is bs.

@weho_brian 4 ай бұрын

this guy really said influencers could bring down AI. I think NVDA will pull back after the split, basically the old buy the rumor sell the news rug pull

@528sunchaser 4 ай бұрын

Andersen’s hypothetical is fundamentally flawed - the world “could” be destroyed by an asteroid at midnight tomorrow😂. There are real threats to the AI trade, but he didn’t cite any of them…

@lukeleia7616 4 ай бұрын

So Mr.Expert says his sell macro trigger 1 is some luddite waxing ignorant on the tech, AI, and applucability. Oh yeah and having a streams of lemmings following a sell off to a cliff. Great, more stock, at a short term lower prices for me. Macro sell trigger event is wbat ? A B King worker who has a billion dollar plus chip fabrication lab in their garage ? I assume it has the requisite clean rooms and air scrubbing gear and nano fabrication presses etc. Not to mention pipelines of suppliers for the material. Pretty big garage this burger flipper has.

@1309gsk 4 ай бұрын

i think as long as huan comes up with a new platform, i am not going to unload unlike your guest

@julienbonin 4 ай бұрын

lol. Nobody working at burger kind is going to develop a novel learning algorithm the makes GPU's useless. People have spent billions of dollars, Thousands of PhD researchers, etc. to develop these systems.

@AquAcid 4 ай бұрын

you're out of touch with reality if you don't believe educated people with PHD's have and do work at burger king, the economy is rough having a PHD doesn't guarantee anything today.

@BA-pz3lo 4 ай бұрын

you never know. a lot of the tech super stars came from humble beginnings in a garage. next time you order a whopper you better be polite 😂

@julienbonin 4 ай бұрын

@@BA-pz3lo Name one.

@julienbonin 4 ай бұрын

@@AquAcid Lol. If you're a PhD working at BurgerKing, you suck. Also, I never said there aren't any PhD's working in fast food. I said there's thousands of researchers working on developing technologies every day. 1 researcher that can't find a good can't compete with the thousands that are good enough to work at these tech companies.

@AquAcid 4 ай бұрын

@@julienbonin you're out of touch with reality is all, there's plenty of people that can blow your mind with what the information and skills they know but they haven't sold out to corporate america, hackers don't usually sell out.

@stablegenious 4 ай бұрын

Nvidia is yesterday’s story Quantum is next - that is how our brains are wired And is linearly scaled and energy efficient Around the corner when no one is expecting holding bags of outdated technology

@Rafael555888 4 ай бұрын

Those who buy the chips see something we don't see, yet

@chrisdunlop9759 4 ай бұрын

If "ifs" and "buts" where candy and nuts we would all have a merry Christmas... Yes there is a possibility, I think Issac Newton right after he finished his shift in McDonald's started working on his laws- legend has it he wrote them on the box of a happy meal. 😅

@yagga8885 4 ай бұрын

I’ve ran 28 marathons. It does not get easier overtime 😂

@nickv8816 4 ай бұрын

🥴 ok, no one is building an ai system with off the shelf parts. Does this guy even understand the amount of compute power that’s needed to train an AI system?

@forajc 4 ай бұрын

Anything is possible 😮 All businesses eventually reverse so selling a stock at some point is required to make money. Wish this guy would tell me when. 😂 This guy seems to be talking to fill air time 😢

@groseromedia 4 ай бұрын

Slow day for the FUD news apparently

@super_hero2 4 ай бұрын

this is just hilarious

@AttackOnTatos 3 ай бұрын

We don't need to know how to rebuild the brain if we can give it instructions using 1s and 0s, which we know we can.

@FoundingFathersUSA 4 ай бұрын

The human brain is not really what AI is striving to become but rather what AI is striving to surpass.

@radysnader 4 ай бұрын

What about Aliens…….😂

@Jeff-so9lt 4 ай бұрын

Buy until the singularity

@robertoarat9501 4 ай бұрын

He just started his own sentiment 🤣he just wants to add more shares on a lower price he got it at 20 but not enough … in Jensen Huang we Trust !

@FinersDiner 4 ай бұрын

Sprinkling in that bear talk

@DGA-808 4 ай бұрын

Goat 🐐

@Lex41127 4 ай бұрын

There is no influencer that controls a market,, if someone comes out and says I do not like the price of gold at $2400, I can guarantee if it sells down to $1900, $1800, or less, there will be buyers this is what makes a market, not commentators telling followers what to do. The Kitty guy is just a joke nothing more or less

@francescosenatore6350 4 ай бұрын

this guy understand nothing about AI!

@_Island_Boy 4 ай бұрын

Sounds like you trade options. Watch when expiration occurs lol

@bigwaidave4865 4 ай бұрын

So his analysis involves a hypothetical influencer rather than facts in terms of revenues being generated by the company. $26 billion per quarter is not a fad. It’s not a wild imagination.. can’t believe this guy actually manages other peoples money🥴

@rickclagg7108 4 ай бұрын

Yes. I will run my company on a second class chip.😅😅😅

@kmoliere504 4 ай бұрын

Bro 😂😂😂😂😂😂 Whaaaaat?

@DoniCato 4 ай бұрын

This guy was not able to own NVDA that’s why he was saying what he is saying If he owned NVDA he wud not hv said what he is saying now N wud encourage investors to keep on buying NVDA

@teole6364 4 ай бұрын

Go ahead and sell, I will buy

@zayned3967 4 ай бұрын

Ok a salesman told me that chatgpt isn't set up like the brain. Where does this guy get the nerve? He's a huckster!

@DanishAli-mo9vd 4 ай бұрын

What?? Does he even know what AI is? Someone who can innovate an AI model as a SOTA, would not be working at Burger King.

@filipecruz6026 4 ай бұрын

Just show time

@B_knows_A_R_D-xh5lo 4 ай бұрын

AI 🎉🎉🎉

@JH-qp6vi 4 ай бұрын

This guy is a clown. Keep buying and holding Nvidia

@aharrymarry 4 ай бұрын

Sell??? hahahahahahahaahah Do it i dare you !!!!! 🤣😂😂

@DiFinni 4 ай бұрын

A.I = Palantir

@nikk4 4 ай бұрын

This guy probably doesn’t even know what Hugging Face is

@unemployedrocketsurgeon1124 4 ай бұрын

I bet this guy boots up his phone & has no idea of what makes it work. We’re going to the next level as a species.

@SickTroll 4 ай бұрын

Never

@peterv9568 4 ай бұрын

And.. he makes up ridiculous stories. Macro event might be a PRC-Taiwan war. Not the Burger KIng employee. Geeeesh.

@ppot2806 4 ай бұрын

what an ignorant human being. an influencer is going to tank the stock by saying he's trimming. News flash, Druck told us he sold 70% of his shares. He said that when the stock was at 900. Or did this guy mean Kanye West level influencer?