NVDA Stock Surge OVER or Just Starting? – Nvidia Stock

Have $300k invested at average cost base of $400, will be happy if we hold $1000 by year end. Good presentation 👍

If we can get to 1000 by year end and hold it I’m happy

I’ve been buying and following nvda closely since 2018 when I was at JPmorgan private bank in Delaware. Anyone that says Nvidia and AI is “hype” and compare it to previous anything 100% have no idea what they are talking about.

Extremely hard to value or price it. Few things to add are that they currently have almost NO competition. 100% of all the inference done today is done with Nvidia chips. The H100 is not a chip, like a CPU you have in your laptops. This is a whopping 70pound device, 35k components. This is not easily copied. Amd is not in the same realm, if we consider various workloads that you need in the datacenter for different use cases (not just llm,) at high scale with multiple devices in parallel. That s both a hardware and a software limitation, as nvidia s software stack is many many years ahead and virtually all AI engineers work with nvidia stack. and what you see from meta, msft, google are highly specialized for very specific workloads. Trouble is, software changes every day in AI space. So the moat they have is hard to put into words. And it is not something easily disruptable

Might buy OTM calls on Monday depending on what it opens at, the next chip might spark a retest of the all time high. But I think it will sell off because of the next fed meeting Tuesday and Wednesday. I dropped a sub and like nice video.

Hi Ken. New subscriber here. As a shareholder of Nvidia, I'm a little apprehensive about its next earnings report in May. I don't doubt the numbers will be spectacular by normal standards. My concern is that they won't EXCEED expectations that have been set so high. There are two likely scenarios. The first is that the EPS and revenue will be in line with expectations. Consequently, the stock will be punished (down 15-20%?). The second is that there will be EPS and revenue beat, which it has done in the last 5 quarters. Even if that happens, I think there will be a restrained positive reaction (up to 10%) Considering these factors, I think there is more downside risk than upside potential. I actually liked the recent pullback in price, because it shows that investor sentiment has been tempered to some degree. Ultimately, these periodic corrections shouldn't worry investors too much if they truely believe in the company's future. Since their data center platform made up more than 80% of all revenue in Q4, their future success hinges on their ability to diversify their revenue stream through acquisitions and/or introducing new products/services. Otherwise, this juggernaut will lose its steam when its small handful of the biggest customers cut back on spending.

There is one factor beyond the numbers and that is NVIDIA's CEO Jensen Huang. His head is in the game. He is like the Tom Brady of CEO's. Unlike CEOs at some other companies who focus primarily on cost-cutting and short-term financials, Huang brings a deep understanding of technology and a clear vision for the future. His ability to stay ahead of industry trends, combined with his genuine passion for innovation, sets NVIDIA apart.

Forget analysis. It'll go down when Pelosi sells

You really don't get Nvidia but that is ok. We can't all own it.

$2.196 trillion market cap not $2.3 Huge difference there bud!

Ken, another great presentation to help us make informed decisions. Keep up the good work.