William Stein of Truist Securities discusses the impact of Nvidia’s earnings on the broader AI ecosystem and why he raised his price target on the stock.
That’s a huge concern. Taiwan is home to TSMC, which manufactures the majority of Nvidia’s chips. An invasion could massively disrupt Nvidia’s supply chain and cause a significant drop in their stock price.
Absolutely, the ripple effects could be devastating. Not just for Nvidia, but for the entire tech industry. The US and other countries would likely intervene, but the immediate impact on stock prices could be brutal.
NVIDIA and semi conductor as a whole are just going to grow and there is a simple reason: the more we generate data, the more there is need for data centers. AI boom will also increase potential for other realm of computing including bio-informatics/computational pharama, …Eventually, we are going to see more advanced models at different scales and inference utilization in IoTs (think of smarter IoTs), you cloths will have AI inference chips, you fridge and toaster will have inference chip… NVIDIA is recognized for training but often people miss out that they are a full stack company, better positioned than most competitors. They have inference chips in self driving cars, they supplying ARM based SoCs for next gen of consumer and enterprise products (new generation of Switch…), they have robotics efforts and most amazing software echo system.
Great video coverage traders show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. Their dedication to continuous learning is inspiring. I’m especially grateful to Shea Ardolf, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Trading systems allow you to limit the factor of emotional influence on decision-making, as well as to give the trade a certain degree of systemic character.
Spot on, Bill. The bears got hold of the narrative and the algorithms pushed it for short term gain. This is a stock to hold. Blackwell is the tip of the iceberg…..
I appreciate the detailed breakdown of William Stein’s views on Nvidia’s impact on AI and his updated price target. It’s easy to get caught up in short-term price movements, but I’ve learned from experience that looking at the broader market trends is more effective. Dave Boozer’s approach, which includes analyzing market demand and future trends, has really helped me, even though I barely trade myself. For those interested in Nvidia, this kind of long-term insight is key.
I think we should cancel all the other stocks and force everyone to invest only in those magnificent 7 since everyone knows and agrees their growth is endless. They cannot fail!!! How impressed one can be with market efficiencies in the last 5 years.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I’m still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas…
Becky Lou Gordon is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Honestly, this situation makes me uneasy, especially with the potential depression, not just a recession. I’m not sure about my $130K investment strategy given the economic uncertainty.
AI is the Future and will continue to expand globally. Strong growth for NVDA… Palantir and SoundHound. Will VHAI .. GFAI and others be next. ?
Palantir 🚀 🚀 🚀
What happens to Nvidia if China takes over Taiwan?
That’s a huge concern. Taiwan is home to TSMC, which manufactures the majority of Nvidia’s chips. An invasion could massively disrupt Nvidia’s supply chain and cause a significant drop in their stock price.
Absolutely, the ripple effects could be devastating. Not just for Nvidia, but for the entire tech industry. The US and other countries would likely intervene, but the immediate impact on stock prices could be brutal.
Every contributor says something different unbelievable 😂😅
NVIDIA and semi conductor as a whole are just going to grow and there is a simple reason: the more we generate data, the more there is need for data centers. AI boom will also increase potential for other realm of computing including bio-informatics/computational pharama, …Eventually, we are going to see more advanced models at different scales and inference utilization in IoTs (think of smarter IoTs), you cloths will have AI inference chips, you fridge and toaster will have inference chip… NVIDIA is recognized for training but often people miss out that they are a full stack company, better positioned than most competitors. They have inference chips in self driving cars, they supplying ARM based SoCs for next gen of consumer and enterprise products (new generation of Switch…), they have robotics efforts and most amazing software echo system.
How why u continue the bulls?
I win IQ self NVDA SELF INDEX I OWN ALL
I won IQ is me
Great video coverage traders show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. Their dedication to continuous learning is inspiring. I’m especially grateful to Shea Ardolf, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Shea Ardolf program is widely available online..
Trading systems allow you to limit the factor of emotional influence on decision-making, as well as to give the trade a certain degree of systemic character.
Spot on, Bill. The bears got hold of the narrative and the algorithms pushed it for short term gain. This is a stock to hold. Blackwell is the tip of the iceberg…..
Smart guy, Stein… I liked what he said! There is so so much more room to go up when it comes to NVIDIA’s stock. The show is just getting started!
My name is Saadakh Saadakh Saadakh
Putting too many eggs in one basket is high risk.
I appreciate the detailed breakdown of William Stein’s views on Nvidia’s impact on AI and his updated price target. It’s easy to get caught up in short-term price movements, but I’ve learned from experience that looking at the broader market trends is more effective. Dave Boozer’s approach, which includes analyzing market demand and future trends, has really helped me, even though I barely trade myself. For those interested in Nvidia, this kind of long-term insight is key.
That’s impressive! When you say you barely trade yourself,’ what do you mean?
I signed up for a 1-on-1 Earn and Learn session. It’s like copy trading with personalized guidance.
You’ll be learning and earning at the same time, the best part is there’s no upfront payment required
That sounds interesting! Can I sign up too? How can I reach out to Dave for a session?
Hahaha Interesting!
How can I get to Dave for a session?
I think we should cancel all the other stocks and force everyone to invest only in those magnificent 7 since everyone knows and agrees their growth is endless. They cannot fail!!! How impressed one can be with market efficiencies in the last 5 years.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I’m still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas…
please who is the consultant that assist you with your investment and if you don’t mind, how do I get in touch with them?
Becky Lou Gordon is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Honestly, this situation makes me uneasy, especially with the potential depression, not just a recession. I’m not sure about my $130K investment strategy given the economic uncertainty.
If you’re not familiar with market investing tactics, you should get advice from a financial counselor.