NVDA

"which helped me find great stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"They did not just name Micron, they dragged major buyers like Nvidia and Google right into the filing."

"Giants like Nvidia, Google, and AMD do not want to hand over an 87% gross margin to a component supplier."

"حتى شركات تصنيع المعدات التقليدية حققت ارتفاعات كبيرة. ارتفعت "أبلايد ماتيريالز" 85%، و "إيه إس إم إل" 58%، و "تي إس إم سي" 50%. تقريبًا كل شركة تتعامل مع رقائق الذكاء الاصطناعي أو الذاكرة، قرابة 20 شركة منها، حققت قفزات هائلة. لكن إليكم التطور الذي يوضح كل شيء. "إنفيديا"، الشركة التي بدأت طفرة الذكاء الاصطناعي، ارتفعت بنحو 21%فقط هذا العام."

"كنت أتوقع اختراقاً لسهم " إنفيديا" فوق مستوى 227. لقد وصل أخيراً إلى أعلى مستوياته على الإطلاق، أعلى قليلاً فقط، لكنني لا أزال أعتقد أن هناك الكثير من الفرص في "إنفيديا". يتم تداوله حالياً بنسبة مكرر الربحية إلى النمو (PEG) تبلغ 0.7 فقط."

"هناك شركات رخيصة جداً حالياً، بما في ذلك إنفيديا، بالمناسبة. لذا، كنت متفائلاً جداً جداً جداً بشأن إنفيديا. أعتقد أنها رهان على الروبوتات. أعتقد أنها رهان على استقلالية المركبات. هناك العديد من المجالات الرأسية الأخرى أكثر من مجرد الرقائق المتطورة، على الرغم من أنها الأعلى هامشاً حالياً. لكن، يا للروعة. يا إلهي. إنهم يجعلونني متحمساً. وهم أيضاً رخيصون جداً. أعني، إنهم عند أعلى مستوياتهم على الإطلاق اليوم، وأخيراً كسروا حاجز الـ 227."

"So, let's start just with Nvidia. So, Nvidia, God bless them, and I own the stock, okay? When they reported a few weeks ago, I think the revenue growth was like it was like 110%."

"Most of the company is coming from Amazon, Google, Microsoft and Nvidia investing in these companies and SoftBank."

"ويشمل ذلك أسهماً أمتلكها أيضاً بشكل فردي مثل إنفيديا"

"এসঅ্যান্ডপি ৫০০, এনভিডিয়া, টেসলা, অ্যাপল, ইউরো এবং ইয়েন —সবই সেখানে ট্রেড হচ্ছে।"

"There's certain stocks that are carrying things right now, whether it's AMD or Nvidia or whatever, that's helping the cues get up."

"you'd wonder like why why are Nvidia chips getting more expensive with all the open waves. Shouldn't shouldn't it be the other way around?"

"And Nvidia's margins that they have right now, the math ain't math."

"Nvidia, you know, it's had its huge run, right? It's had a huge run. You know the story for Nvidia, we already know it and we know it's almost a guarantee that growth rates for Nvidia plummet in 2028."

"Jensen last year did a very similar phenomenon and he sold over a billion dollars worth of Nvidia stock last year."

"AI's perspective on this is Nvidia currently retains a massive ecosystem advantage, but AMD has structurally unique assets that could allow it to outperform NVIDIA in specific physical real world applications like robotics."

"When we're talking about Micron, like they they sell a lot of this memory to companies like Nvidia and AMD for a lot of those different chipsets."

"I'm talking AMD, I'm talking Nvidia, I'm talking Micron, any of those sorts of stocks, I got big news for you here today."

"You have Nvidia, right?"

"I do still think that this name is undervalued. Yes, I have initiated a position last week. It has of course visibility to double AI revenue next year and then double it again. So to go to $115 billion in just AI revenue excluding the rest of the business and then double that segment again to $230 billion."

"We've seen that with Nvidia, right? Nvidia was basically flat for 7 to 8 months or so, and then it started to go up because it it shows it's a $5 trillion company, but we can still double our business. we can still stay the number one player for the foreseeable future."

"as for cash capex and contracts with more cash than Apple or Nvidia what is the minimum cash level and what is long run capital intensity"

"Nvidia is guaranteeing up to $105 billion of OpenAI's data center lease. ... And Oracle spends about $40 billion buying Nvidia's chips."

"Cisco's customers had almost no business of their own. Nvidia's are real companies."

"Next one on the list is Lenovo. AI boom. And they have been promoting, so if somebody wanted to find cheap AI stocks, when Nvidia and others were already booming, this was hiding in plain sight."

"That means a 15, 20, 30% drop in individual stocks like Palantir, Tesla, or Nvidia, right?"

"تحقق إنفيديا من مراكز البيانات ما بين 90 إلى 100 مليار دولار كل ربع سنة."

"ثم إنفاقها على رقائق" فرونتير "من إنفيديا وإيه إم دي؛ هذه صفقة جيدة لأن لديهم أهدافهم، لكن حجم الأموال التي ينفقونها على هذه الرقائق يبدو جنونياً بعض الشيء."

"سيستغرق الأمر 10 أو 15 يوماً لمطابقة مبيعات إنفيديا."

"Some names that I like for large cap quality. I like Nvidia and I have exposure to these."

"every time my husband goes to buy one of these high-end Nvidia GPUs, the price is higher than the previous day"

"Let's talk Nvidia. Let's talk AMD. Let's talk about this huge share buyback."

"And so that that's a situation with Nvidia. Now AMD is doing going with a little different approach."

"it also is important to make sure she's out in front of Nvidia in the next wave because there's no debating like she was behind in this wave, right? Nvidia got way out in front and um Nvidia prospered, right?"

"and so Nvidia is buying going to buy back a ton of shares when like the business is as good as it will ever be in terms of growth rates,"

"back to the Nvidia share buyback. The one thing I'll say is since they're going to do such a big share buyback over the next 1 to two years when the reality of the chip slowdown coming when that starts to hit um which will probably be in the second half of 2027, Nvidia will have some support under the stock"

"So, we'll basically talk Nvidia and AMD at the top of this video."

"Like Nvidia is not the only stock. No, no. First off, some people might have a difference of opinion. They might say, "Jeremy, this time's different. This time's different. Nvidia's revenues and profitability is only going to go up and up and up and up, and their margins are only going to go up.""

"And then Nvidia is basically saying now every dollar we got coming in from all these companies in terms of profits is going to be spent right back on share buybacks over the next year or two."

"Nvidia is going to have these insane growth rates once again in 2027, right?"

"We're talking about Nvidia just announced a share buyback that, you know, was is it probably what is among like the top 10 biggest market caps in the world when I first got started in the stock market, right? That's just crazy, right?"

"Number one, we're Nvidia. Huge news around Nvidia today. They announced the biggest share buyback in the history history of the stock market. Okay, I want to talk about my take on this."

"The thing that's gotten Nvidia to a5 trillion plus dollar market cap is not financial engineering or anything like that."

"I think they're going to end up buying at really bad prices. Okay?"

"If AMD was out there doing a big share buyback right now like Nvidia is doing, I would second guess that."

"Nvidia right now is sitting on net margins 60% plus."

"Okay, so Nvidia right now is in the strongest competitive position the company will ever be in."

"Nvidia's big share buyback. So fascinating, right? Now, here's the deal. Okay, my honest perspective on this. I don't like the deal at all."

"Why did AMD buy them? AMD wants to beat its biggest rival, Nvidia. In the race to build the ultimate AI superpower"

"أضف إليها شركة "إنفيديا" وستصل إلى ذلك المستوى. لذا، شركتا "إنفيديا" و "مايكروسوفت" وحدهما تضعاننا في حجم ومستوى فقاعة "دوت كوم". الآن، الخبر السار هو أن " إنفيديا" لديها الكثير من الأموال. هل تعرفون من لا يملك الكثير من الأموال؟ مايكروسوفت."

"إنفيديا في حدود 10 دولارات. لا أعتقد أنها استمرت لفترة طويلة في هذا النطاق السعري، ولكن كان لديك متسع من الوقت لشرائها حينها."

"Nvidia obviously had an announcement this morning on software for uh Agentic uh supervision. I I really think the cyber security play should be all over that. Uh so obviously Nvidia also pitched their buyback which has helped Nvidia get over the 227 line"

"প্রধান টেবিলে ছিলেন এনভিডিয়ার জেনসেন হুয়াং এবং এএমডির লিসা সু, যাদের তৈরি চিপের ওপর প্রতিটি এজেন্ট চলে এবং তারা এই চাহিদা মেটাতে খুব আক্রমণাত্মকভাবে কাজ করছে।"

"তাদের মন্তব্য এনভিডিয়া"

"এবং এনভিডিয়ার কয়েকটি শেয়ার।"

"In Nvidia, I would put it in the buy category, 100%. The stock is too cheap for the quality of the business, for the CEO, world-class CEO Jensen Huang, one of the best in the business in my opinion."

"لكن إنفيديا تساعد أساساً في تمكين مراكز البيانات متناهية الصغر هذه من الحاويات . نعم، ها هي ذي. لقد وجدتها. لننطلق. انظر إلى هذا. أخبرني أحد المسؤولين التنفيذيين في إنفيديا في وقت سابق من هذا الشهر أن الشركة تعمل بجد لحل نقص الطاقة المحتمل"

"Coreweave is notoriously backed by Nvidia itself, giving them priority allocation on the newest chips and creating a massive competitive moat."

"We know Nvidia is a massive beneficiary of the robotic stack, given that the on-device chips are these arm-based uh chips from Nvidia. The robotic software is Nvidia. The robotic stack is Nvidia."

"Nvidia is trading at like 0.7."

"أحد الأشياء التي تُعجبني حقًا في إنفيديا حاليًا هو تلك الشراكة الجديدة التي تُبرمها مع مُقدمي خدمات الحوسبة السحابية الجدد، والتي تُتيح مُشاركة مُحتملة في الإيرادات. الأمر أشبه بـ: "إنفيديا تُدخل أسواقًا جديدة باستمرار، وهي تُؤثر بالفعل على حوالي 40 مليون دولار في المحتوى." الأمر أشبه بسؤال: "حسنًا، ماذا سيحدث بعد ذلك؟" وبعيدًا عن قصة الذكاء الاصطناعي، هناك الكثير مما يمكن أن يحدث في مجال الذكاء الاصطناعي الفيزيائي، أليس كذلك؟ وبرأيي، يمكن لشركة Nvidia أيضًا الاستفادة من ذلك. من الواضح أن Broadc"

"في الوقت الحالي، تُظهر Nvidia براعتها في كل شيء. لا أقول إن Broadcom ليست كذلك، لكن البيانات المتوفرة لدينا الآن تُشير إلى اتجاه واحد، وهو أنه إذا أردت الحصول على نفس نوع العوائد أو عوائد أسهم مماثلة، فسأختار Nvidia. >> حسنًا، إليكم الأمر. محلل Nvidia الأول هنا على YouTube وفي العالم اختار Nvidia. أمرٌ مُثير للدهشة، أليس كذلك؟"

"أرى أن أسهم إنفيديا منطقية جدًا بهذه الأسعار. ومن جهة أخرى، قد يكون الأمر منطقيًا، لكن أسهم برودكوم تبدو منطقية جدًا بهذه الأسعار."

"بالنسبة لي، أعني أن Nvidia شركة واعدة، أليس كذلك؟ لقد تحدثنا قليلاً عن هذا الأمر في حلقة A&D التي نشرناها أمس أو قبل أيام على قناتي، حيث تُخبرنا Nvidia عن أرباحها، أو ما يقاربها، لكل جيجاوات من الإيرادات المحتملة."

"نرى ذلك بالفعل مع شركة Nvidia، أليس كذلك؟ عندما يُطرح منتج جديد، نلاحظ انخفاضًا طفيفًا في هوامش الربح الإجمالية، ثم نشهد ارتفاعًا تدريجيًا مع مرور الوقت. وأعتقد أن هذا واضح جدًا بالنسبة لشركة Nvidia لأن لديهم منتجًا واحدًا فقط، ومنصة واحدة، تقريبًا."

"ولكن على الرغم من ذلك ، ربما سأختار كوالكوم ، على عكس التيار، وذلك ببساطة لأن سعر سهمها منخفض حاليًا، وتنمو بسرعة كبيرة. وأعتقد أيضًا أنها قد تتفوق على إنفيديا خلال الاثني عشر شهرًا القادمة، نظرًا لحجم الشركة، ولأن تداول أسهمها أسهل من تداول أسهم إنفيديا. ولكن مرة أخرى، لو كان بإمكاني الاختيار بينهما، لاخترت كليهما."

"ارتفع السوق بشكل كبير، وحققت شركة Nvidia نجاحاً باهراً"

"لكن هذا لا يعني أن أداءها لا يمكن أن يتفوق، فنسبة السعر إلى الأرباح المتوقعة تبلغ 18.7 ضعفًا، ونسبة السعر إلى النمو المتوقعة 0.5 ، والتوقعات الحالية منخفضة للغاية. قال جنسن إنهم سيحققون نموًا لا يقل عن 70%في العام المقبل، وهذا هو الحد الأدنى. مما يعني أن الحد الأقصى قد يقترب من 100%مرة أخرى."

"أما هامش التدفق النقدي الحر، فهو متقارب جدًا. أعتقد أن هذا يعود إلى تراجع أداء Nvidia في الربع الأخير، حيث بلغ تدفقها النقدي الحر حوالي 20 مليار دولار."

"سنتحدث اليوم عن شركتين رائدتين في مجال الذكاء الاصطناعي. يبدو أنك بحاجة للمساعدة في اختيار الشركة التي ستشتريها... سنتحدث في فيديو اليوم عن برودكوم وإنفيديا."

"على الجانب الآخر، لا تزال غالبية الالتزامات تأتي من شركات التكنولوجيا الكبرى ومزودي خدمات الحوسبة السحابية العملاقة، الذين يملكون بالتأكيد الأموال الكافية لتغطية نفقاتهم. ومن المثير للاهتمام، عند مقارنة هوامش الربح مع شركتي Nvidia و Broadcom، أن هامش الربح التشغيلي لشركة Nvidia يبلغ حاليًا 65.2%، وهو أعلى من أدنى مستوى سابق لشركة Broadcom."

"إذا نظرنا إلى سعر سهمي برودكوم وإنفيديا خلال السنوات الثلاث الماضية، نرى أن إنفيديا تفوقت على برودكوم."

"لكنني أتساءل يا نيو، هل الأمر أشبه بالوجه الآخر للعملة نفسها بالنسبة لإنفيديا؟ ونعلم أننا سنتحدث عن إنفيديا بعد قليل، لكنني أعتقد أن أحد المخاطر التي تواجهها إنفيديا هو ما سيحدث إذا بدأ منافسوها وعملاؤها في بناء حلول ASIC"

"أعلم أن هذا يمثل نقطة قوة لشركة إنفيديا، لكننا رأينا أرقام برودكوم أيضًا. لديهم تدفق نقدي قوي من العمليات. سلسلة التوريد محدودة، أليس كذلك؟ محدودة بكمية الرقائق التي يمكن تصنيعها. امتلاك برودكوم لتدفق نقدي جيد يسمح لها بالحصول على حصة كبيرة من سلسلة التوريد هذه. لن تُعطي TSMC كل شيء لشركة إنفيديا."

"لربما خصصتُ نسبة 60/40 أو 65/35، مع غلبة Nvidia. إذًا، Nvidia هي الفائزة، لكن تقييم Broadcom جذاب أيضًا. لو اضطررتُ للاختيار، لاخترتُ Nvidia. أتفق معك يا نيل، خاصةً مع هذا التباين في العوائد."

"ربما سألقي نظرة على أسهم إنفيديا لنرى سعر تداولها الحالي، رغم أننا نتحدث عنها كل يومين تقريبًا، لكن إنفيديا...لا، كل ثلاثة أيام إذًا. حسنًا، >> كل يوم. >> طوال اليوم، كل يوم، إنفيديا. لكن قيمتها السوقية تبلغ 5.4 تريليون دولار. إذا أردنا الحديث عما قد يدفعني للابتعاد عن إنفيديا والاتجاه نحو برودكوم، فربما يكون حجم الشركة الحالي. قد يكون هذا الرقم البالغ 5.4 تريليون دولار مقارنةً بـ 1.7 تريليون دولار أحد الأسباب،"

"Got to use a pyramid, right? Uh, and that's the foundation, okay? So that's your your foundation here. This giant pyramid is basically, you know, all of your AI trade, Nvidia, AMD, the banking ETFs, you know, XLF"

"এরপর আমাদের আছে এনভিডিয়া, এনভিডিএ।"

"إنفيديا"

"بالنسبة لشركة تبلغ قيمتها 5 تريليونات دولار، فهذا هو السبب بالضبط الذي يجعلني لا أعتقد أن هذه فقاعة."

"I've got uh Nvidia under 227."

"فوّتتم فرصة شراء أسهم إنفيديا، التي كانت أسعارها في حدود 10 دولارات."

"دون احتساب نيو كلاود، أو إنفيديا"

"انخفض سعر تأجير شرائح Nvidia H100"

"اليوم، الشركة الأكثر قيمة في العالم هي إنفيديا، وتتداول بنسبة 28 ضعفاً من الأرباح"

"كوليت كريس، المديرة المالية لشركة إنفيديا، بأن قدرات إنفيديا الحوسبية مستغلة بالكامل"

"رهانات ضد سهمين فقط، إنفيديا وبالانتير."

"কোনো না কোনো দৈত্যাকার প্রতিষ্ঠানের সাথে যুক্ত হয়ে গিয়েছিল, সেটা এনভিডিয়া (Nvidia), মাইক্রোসফট (Microsoft), কোর উইভ (Core Weave), গুগল (Google), বা অ্যামাজন (Amazon) যেই হোক না কেন।"

"তিনি অ্যাপল, এনভিডিয়া বা সান ফ্রান্সিসকোর কোনো জমকালো এআই স্টার্টআপে যাননি।"

"সেই কম্পিউটারগুলোর কেন্দ্রবিন্দুতে থাকে জিপিইউ (GPU) নামের একটি জিনিস, যা এনভিডিয়া (Nvidia) এবং এএমডি (AMD) অত্যন্ত আনন্দের সাথে তৈরি করে।"

"بالمناسبة، قال جينسن هوانغ من شركة إنفيديا شيئاً مشابهاً إلى حد كبير."

"The one that's leading the way and leading the charge is Nvidia. Okay, ticker symbol NVDA. You guys are not new to this. You are true to this because you've been rocking with coach and you already know how long we've been putting it down in this particular play. Okay, but I've been telling you for the longest this was going to 230."

"So, everybody go to Nvidia. Okay. Then hit trade. Hit trade options for me. And then I want you guys to go all the way. Look, they don't open up the option chain all the way to January 19th, 2029. Everybody go there for me. Okay. Now, this play is going to $420. Okay. 420. Okay. Everybody write 420. Everybody say 420. 420 to 430 is where it's going."

"Is why we're going to see Nvidia grow quite a lot."

"We've talked a little bit more about Nvidia. And yes, on paper it's true. It makes more sense right now to look at an Nvidia and a Broadcom than an AMD."

"Yes, the two names that are popping up are Nvidia and Broadcom. Now, yes, I do own a couple of shares of Nvidia, but do I want to make Nvidia a much bigger position?"

"Because otherwise, if not, why not look at an Nvidia? Yes, we know Nvidia is worth over $5 trillion. But Nvidia is also expected to grow quite quickly and actually grow faster than AMD."

"AMD was able to win despite them being late is because they were focusing on inferencing while Nvidia was leading in training."

"And the big difference between what Nvidia is doing and what Qualcomm is doing is the difference between cloud computing and edge computing."

"The bullcase for holding cash generative leaders like Nvidia, Palunteer, Microsoft, and Google is their unmatched pricing power."

"আমরা দেখেছি সবাই এনভিডিয়ার জন্য লাইনে দাঁড়িয়েছে, এবং আমরা দেখেছি কয়েক বছর পরে কী ঘটতে যাচ্ছিল।"

"সবচেয়ে বড়, জনপ্রিয় এবং সুস্বাদু হলো এনভিডিয়া, কিন্তু এনভিডিয়ার সামনে লাইন অনেক লম্বা এবং আপনি আজ রাতে যা খুঁজছেন তার জন্য দাম অনেক বেশি।"

"যদি মনে করে দেখেন, এএমডি-র মূল ব্যবসা আগে সিপিইউ-তেই ছিল । জিপিইউ-র ক্ষেত্রে তারা কিছুটা পিছিয়ে ছিল, তাই এনভিডিয়া প্রথম সুযোগ নেওয়ার সুবিধা পেয়েছিল।"

"গত দুই বছর ধরে এএমডি-র বিরুদ্ধে বড় অভিযোগ ছিল যে, " ওহ, এটি একটি সস্তা অপশন।" এটি একটি ডিসকাউন্ট অপশন। চার্লি, তুমি কি বোকা? এএমডি এনভিডিয়ার ধারেকাছেও ভালো না।"

"আমি আগেও এটা বলেছি, কিন্তু আমার আসলে মনে হয় যে আজকের দামে কিনলে এনভিডিয়া (Nvidia)-র চেয়ে এএমডিতে শতাংশের হিসেবে মুনাফার সম্ভাবনা অনেক বেশি।"

"সুতরাং, এক বছর আগে বিয়ারিশ ধারণা ছিল," দেখুন, ডিসকাউন্ট প্রদানকারী AMD- এর সাথে কেউ কাজ করবে না। এনভিডিয়া (Nvidia) থাকতে কেউ AMD-কে বিশ্বাস করে না ।"

"রাজা বা এনভিডিয়ার তুলনায় এটি এখনও একটি ছোট কোম্পানি। এনভিডিয়ার বাজার মূল্য প্রায় ৫.৫ ট্রিলিয়ন ডলার, এএমডি এক ট্রিলিয়নে আছে, এবং এক ট্রিলিয়ন ডলার এনভিডিয়ার এক- পঞ্চমাংশের চেয়েও কম।"

"এটি এনভিডিয়া নয়। আমি কেন রানার-আপকে কিনব যখন আমি এনভিডিয়া কিনতেই পারি?""

"আপনি যদি AMD এবং এনভিডিয়ার মার্কেট ক্যাপ তুলনা করেন, তাদের অনুপাত তুলনা করেন, তবে বিভিন্ন মেট্রিক্সে সবগুলোর তুলনা করলে দেখা যায়।"

"১০ জুলাই, ২০২৫, এএমডি-এর দাম ১৪৪ ডলার। এনভিডিয়া ৪ ট্রিলিয়ন ডলারে পৌঁছেছে এবং আমি বলেছিলাম, "আমরা বিশ্বযুদ্ধে আছি, শীর্ষ কোম্পানি এনভিডিয়া ৪ ট্রিলিয়ন ডলারের মার্কেট ক্যাপে পৌঁছে গেছে, কিন্তু তার প্রতিদ্বন্দ্বী এএমডি মাত্র ২৩০ বিলিয়ন ডলারের সামান্য বেশি পর্যায়ে রয়েছে।""

"Well, Nvidia was having the biggest party."

"Nvidia lost half its value in 2022."

"No Micron, no Nvidia included here because, well, we're looking at the companies that are investing a significant amount of money."

"Yet Nvidia doesn't get much love from the market. Yes, it's worth $5.4 trillion, but an 18.8 times forward earnings multiple is a bit strange. No, especially for a company that's expected to grow this quickly over the next couple of years. It's expected to grow at 90% fiscal 27."

"Now, more recently, I've talked a bit more about Broadcom, but you can definitely talk about Nvidia. Now, I know that talking about Nvidia at a $5.4 trillion valuation maybe doesn't make that much sense for a lot of people, but but at a forward PE of 18.8 8 times peg ratio of.5 price to free cash flow forward 21 times margin profile extremely good even if even if there is a small decline still quite good this is a company that's up 20.2% 2% year to date. Nvidia, yes, Nvidia is a GPU story. Nvidi"

"stock market booms tend to peak at halfway through the capital cycle spending already before Yansen Kuang Nvidia demand will keep on growing when the market senses that Nvidia will not grow anymore that the cycle is reverting that there are plenty of data centers or that the chips are not worth the money then everything starts to revert."

"However, it's very hard that Nvidia loses 80% of its market cap. It is possible but hard because fullear net income 120 billion is it going to trade at a P ratio of 10 and they are still going to double in the next year already on revenues that have been committed."

"And therefore, Nvidia forecasts 70% growth next fiscal year. And that is completely right. If these companies stick up to those commitments, Nvidia simply doubles."

"Similarly, now that the stock of Nvidia is up 20x, of course, everybody has it as a buy to have it as a hold sell and only one has it as a strong sell. Only one that dares. And you can see here Nvidia the price target was 24 years ago. And just as the stock kept going up, so they have increased the price target to now above 300 because they need the stock to go higher. Could everybody on Wall Street be wrong?"

"perhaps it's too early still if we look at Nvidia it's still booming but the stock is a 20x and then we have to see okay what is the price of going short how much money can we make by going short"

"If Nvidia in the next 12 months goes to 50, I can make, let's say, 40 times my money. If you put one, you get 40. That's 40% of your portfolio if you put 1% of your portfolio. Can Nvidia stock price in the next 12 months return to where it was in 2023?"

"And if you're holding Nvidia or a 401k that's full of it, then the question is pretty simple. If we decide to put the brakes on AI today, does that mean that the spending is also going to stop?"

"Cororeweave rents these chips by the hour. And in August of 2026, it signed a contract for A100s. You know that old chip from 2020? Well, it's going to run until 2029."

"And this is the one that I think every single one of you own. So, what exactly does the system say about Nvidia?"

"Every year or two, Nvidia ships a new generation of chip. And every time somebody on TV says the last one is completely worthless."

"এরপরে রয়েছে এনভিডিয়া। মে মাসে, এনভিডিয়া নিজে আয়রনের কাছ থেকে জিপিইউ ক্যাপাসিটি ভাড়া নিতে পাঁচ বছর মেয়াদী ৩.৪ বিলিয়ন ডলারের একটি চুক্তি স্বাক্ষর করে।"

"and our super investor buys and AMD and Nvidia at their lows and many others at the lows if you are a member of our group."

"AI bubble because Invidia is giving money to OpenAI."

"Amazon can keep investing in data centers, they can keep up the CapEx, which is bullish for Nvidia, which is bullish for Nebius, which is bullish for Oracle"

"Rubric back above 100. Palanteer, Uber, New Reddit, Axon, Netflix, Cash, and some shares of Nvidia."

"I have a special reward regarding exactly how we are valuing Nvidia today. Right now, Nvidia is trading around $219, while our internal models peg fair value at $254, meaning it is currently 13.8% undervalued."

"The flashing signal that Wall Street is completely missing is that Nvidia has quietly transformed from a hardware vendor into a sovereign-grade digital utility."

"In their most recent earnings report, Nvidia delivered an astonishing 61.7% cash return on invested capital and over $127 billion in trailing free cash flow."

"You have to ask yourself honestly, how often in your investing lifetime do you get a chance to buy a stock that controls the absolute bottleneck of a global economic shift at a double-digit discount. This is exactly why you own a multi-year compounding asset like Nvidia in a tax-advantaged vehicle like a Roth IRA."

"The crowd still thinks Nvidia is just a cyclical hardware company that will eventually suffer a massive post-boom hangover."

"I don't expect Nvidia to have that type of a massive pullback anytime soon, given the massive institutional demand currently supporting the stock."

"The real question is not whether or not Nvidia keeps dominating the hardware space over the next 12 months."

"I can bet more on Nvidia"

"Not that it doesn't mean that Nvidia is not going to continue to grow. No, not at all. Because probably the rest of the world would still like to build on top of Nvidia's infrastructure."

"Nvidia would grow from a $400 billion valuation to over five trillion because they designed the chips powering chat GPT and every other generative AI application."

"Nvidia more than 12xed in size because their GPUs were perfect for training and running AI models"

"find great stocks like Nvidia"

"I understood what happened with Nvidia, right, and their opportunity."

"And number two is Nvidia, which great job by you guys. Again, you're getting Nvidia still, I mean, just incredible earnings uh valuation. I mean, gosh, you're paying more for Walmart almost than you are for Nvidia."

"A Meta, a Google, a Microsoft, an Amazon, even an Nvidia, these types of names. If they get even cheaper than where they are right now, yeah, I think that's that's a gift from the market."

"Nvidia 200 or under it, easy."

"Nvidia, Palanteer, all the big giants."

"মনে রাখবেন, আমি ২০১৫ সালে এনভিডিয়াতে বিনিয়োগ শুরু করেছিলাম, যখন এটি খুব একটা জনপ্রিয় ছিল না।"

"আমি এনভিডিয়া (Nvidia) এবং এএমডি (AMD)-এর ক্লিপগুলো চালাব এবং বিনিয়োগকারীরা পরবর্তী স্টক খুঁজে বের করার জন্য হন্যে হয়ে চেষ্টা করছেন যা থেকে উপকৃত হওয়া যায়। যাইহোক, এনভিডিয়া হলো সবচেয়ে স্পষ্টগুলোর মধ্যে একটি এবং এটি ইতিমধ্যেই ধারণার বিশাল প্রমাণ দেখাচ্ছে।"

"এনভিডিয়া, এনভিডিএ (NVDA)। এনভিডিয়া অবশ্যই গ্রাফিক্স প্রসেসর ডিজাইন করে যা প্রতিটি ফ্রন্টিয়ার এআই মডেলকে প্রশিক্ষণ দেয় এবং চালায়, এবং এটি সেগুলোকে নেটওয়ার্কিং এবং সফটওয়্যারসহ সম্পূর্ণ র‍্যাক সিস্টেম হিসেবে বিক্রি করে।"

"Microsoft and Nvidia together committed up to 15 billion and AMD, the big chip maker, signed on as well."

"তারা হাজার হাজার এনভিডিয়া (Nvidia) চিপ কেনে এবং ওপেনএআই, মেটা, মাইক্রোসফট এবং অ্যানথ্রোপিকের মতো কোম্পানিগুলোর কাছে ভাড়া দেয়।"

"২০২২ সালে এনভিডিয়া, মেটা এবং প্যালানটির-এর প্রত্যেকের শেয়ারের মূল্য দুই-তৃতীয়াংশ বা তার বেশি কমে গিয়েছিল, আর যারা সেই পতনের সময় কিনেছিল তারা সবাই ধনী হয়েছে।"

"Nvidia whenever it was down at, you know, split adjusted down, you know, in the low teens."

"We can see Broadcom was down 4.7, Nvidia 3.3, Micron 5.2, some NeoCloud players were down as well"

"I'm talking Nvidia, I'm talking AMD, I'm talking the memory stocks. They're all fine, right?"

"ربط نفسها ببعض الأسماء الأكثر شهرةً في السوق، مثل بالانتير أو إنفيديا أو أوبن إيه آي"

"This is a screenshot from the Winston app uh where we look at how Nvidia is priced for example you know shining beacon they are priced for perfection"

"shorting Chip and AI names like Micron, Oracle, Palunteer, and Nvidia"

"Robin Hood, New Palanteer, Uber, Rubric, Reddit, Axon, Netflix, Cash, and a couple of shares of Nvidia."

"أنت تتحدث هنا عن شركات مثل إنفيديا"

"سنجد شركات مثل إنفيديا"

"GPT6 Astra trained on over 100,000 Nvidia Grace Blackwell GPUs."

"Most investors may not realize that Nvidia has a booming CPU business as well. They delivered their first 88 core Vera CPUs to Oracle, SpaceX AI, Anthropic, and OpenAI"

"Cerebras can serve standard open models up to five times faster than Nvidia's B200s."

"That's why Nvidia invested $2 billion into each of them and made purchase commitments with them both earlier this year."

"If you invested that money in Nvidia when Chat GPT kicked off the AI era less than 4 years ago, you'd already have around 150 grand, doubling your money every single year."

"AMD, ARM, and Nvidia cover most of the CPUs inside AI racks."

"And that same day, Nvidia agreed to buy Hugging Face for 12.9 billion."

"But today, they're waiting an average of 10 years or longer to go public. That means investors like us can miss out on most of the returns from the next Amazon, the next Google, the next Nvidia."

"Nvidia to keep on the growth will invest 99 billion into other businesses so that the businesses have the backing of Nvidia can borrow more money because it's backed by Nvidia and buy more of Nvidia chips."

"Nvidia calculating future revenues"

"Can Nvidia double? Hm. Yes, it can."

"It was the Nvidia and Palunteer of 2000, guys."

"and they have all these commitments to Oracle and AMD and all these Nvidia and all of them all the real clouds and all the ship stocks and how are they going to be paying all of that."

"وهذا السعر قريب من سعر التكلفة الأساسي لأسهم إنفيديا حاليًا. ويعود ذلك إلى تجزئة الأسهم."

"Why don't you buy Invidia at 20 times earnings?"

"I showed you guys this picture of training versus inference and how everyone was focused on training and NVIDIA was the leader in training"

"Nvidia, Palanteer, Nebus, the hyperscalers, the big semiconductor makers, the big companies, the most efficient, the most profitable, the best ones out there. They're all working together to move faster"

"We have Nvidia that's down 2%"

"Now, of course, if I talk about AMD, I do have to show you Nvidia because yes, Nvidia, as you can see right here, is a $5.2 trillion company"

"This is basically like, you know, Nvidia going from where it is right now to well over $400, right? I'm not saying it can't do that, but man, after that sort of run, you're kind of wondering, hey, it's had a massive run. Maybe, maybe I need to get out of this stock, okay?"

"Take Nvidia. They recently posted gross margins up around 75%. Revenue growing more than 100% year-over-year and close to $60 billion in net income in a single quarter. That's not a story five years out. That's a cash machine funding its own future straight out of pocket."

"এনভিডিয়ার মতো কোম্পানিগুলোই তো এগিয়ে আছে। প্রথমত, এনভিডিয়া আমার বক্তব্যের একটি বড় উদাহরণ।"

"بالانتقال إلى إنفيديا، نفس القصة هنا. على الرغم من أنها تشبهها لكنها مختلفة قليلاً. قبل القفزة الهائلة لـ تشات جي بي تي، إنفيديا، نعم، كانت إنفيديا تعاني أيضاً قليلاً."

"You look at Nvidia. Nvidia has been growing exponentially bigger the last several years in AMD, right?"

"Nvidia already had its time. That does not mean Nvidia is doomed. Like the numbers are going to be amazing. We all know that, right?"

"What about Nvidia? So, Nvidia is still significantly off its all-time high from a few months ago, right, when it pushed"

"Microsoft, Meta, Oracle, these companies are desperate for a second chip supplier so they're not completely dependent on Nvidia."

"Bull case number two, demand is locked in. Nvidia did $96 billion in revenue last quarter which was up 106% year-over-year and they guided for $108 billion for next quarter."

"AMD is trying to fight Nvidia at the top of the AI market while also fending off Intel as they claw back CPU market share from below."

"It is not the hype stock like Palunteer and it's not the king like Nvidia. It's the alternative."

"All right, guys. Next up, Nvidia. And unlike Palunteer, this isn't a debate about whether the business is real or not."

"Ble case number one, they have monopolistic pricing power as we speak. Nvidia doesn't just sell GPUs anymore. They sell the full stack that everybody needs."

"If you own Nvidia, AMD, or Palunteer, you're being told to hold, buy the dip, load up because a multi- trillion dollar wave is coming."

"Fair bare case number one. The margins are absolutely atrocious. Nvidia runs a 75% gross margin."

"So guys, let's pull up Nvidia here. Again, it is a $5.5 trillion business."

"In bullcase number three, and this is what I love to hear, the cash flow machine. Nvidia pulled in $21 billion in free cash flow in one quarter."

"So bull case number one, the price versus value is actually reasonable. Unlike Nvidia and Palanteer, AMD trades at a much more reasonable forward multiple."

"Bare case number three, the 5.4 trillion problem. Nvidia is a $5.4 trillion company trading at almost 40 times sales."

"The demand for a not Nvidia option is massive and AMD fits that perfectly."

"This literally just came out. Nvidia is acquiring Hugging Face for $13 billion."

"What's it going to cost you to buy Nvidia at the wrong price? To buy in Palanteer and overpay for it because a headline got you excited?"

"Bare case number one, hardware is cyclical pretty much always. No hardware company has ever escaped this."

"Case number two, the circular financing problem. Nvidia is using its own balance sheet to fund startups, back leases, and guarantee loans so those companies can turn around and buy more Nvidia chips."

"New Palanteer, Uber, Rubric, Reddit, Axon, Netflix cash position, a couple shares of Nvidia."

"And I guarantee you Nvidia is asking that question right now, which seems a little bit strange for them to be doing because on paper, Nvidia just had a fantastic quarter."

"لقد أعلنت شركتا " إنفيديا" و "برودكوم" للتو عن أرباحهما، ويبدو أن الإنفاق الفعلي على الذكاء الاصطناعي في طريقه ليكون أكبر بكثير."

"cash cow businesses like Apple, Nvidia, and Costco live."

"هذا السهم هو 'إنفيديا' القادم."

"ستبدأ معدلات نمو AMD في تجاوز معدلات نمو Nvidia بشكل ملحوظ في عام 2027"

"For example, AMD, Nvidia, Marvel, and Broadcom all send their blueprints to TSM to actually make the chip."

"باستثناء مايكرون وإنفيديا"

"مما سيضر شركة مثل Nvidia"

"ستتفوق على أي وحدة معالجة رسومات من " إنفيديا""

"هذا يوجه النقد أساساً لشركة "إنفيديا""

"انخفض سهم Nvidia قليلاً إلى ما دون 200 دولار للسهم"

"كما هو الحال مع إنفيديا، فإن السعر إلى التدفق النقدي الحر أقل بكثير من جميع الأسماء الكبيرة الأخرى"

"انتهى الأمر بارتفاع Nvidia بنسبة 3.2%"

"أولها Nvidia"

"انخفض سهم Nvidia بنسبة 17% في جلسة تداول واحدة"

"التي خسرت فيها أسهم Nvidia 17%"

"مُحيت 589 مليار دولار من قيمة شركة إنفيديا"

"يا هو فاينانس حرفياً مقالاً يتساءل عما إذا كانت AMD هي إنفيديا القادمة"

"قد تكون AMD البديل الحقيقي الوحيد لشركة Nvidia"

"منافستهم إنفيديا. خندقهم الحقيقي ليس مجرد الرقائق، بل البرمجيات"

"تطبيق نفس العملية على إنفيديا، والنتائج ستفاجئك بالتأكيد لأنها صدمتني حقاً"

"إذا فاتك شراء أسهم إنفيديا قبل انفجارها"

"لقد شاهدنا هذا في شركة إنفيديا. عندما كانت إنفيديا قبل عام أو عامين مبالغاً في سعرها، والآن أصبحت في وضع جيد"

"إنفيديا تواصل التقدم السريع، وفجوة النطاق هائلة"

"فرصة لاقتناص إنفيديا القادمة وهي بسعر مخفض"

"لا تحتاج AMD إلى التفوق على إنفيديا"

"وكانت إنفيديا واحدة من أحدث الشركات التي حققت أرباحاً هائلة، وقفز سعر سهمها، حسناً؟"

"قدرت مورغان ستانلي مؤخراً أن سبع شركات تكنولوجيا كبرى، بما في ذلك إنفيديا، ومايكروسوفت، وجوجل، وأمازون، وميتا، وأوراكل، وبرودكوم"

"لم تعلن " إنفيديا" فقط عن شراكة استراتيجية غامضة مع " كوهيرنت"، بل استثمرت فعلياً ملياري دولار مباشرة في الشركة، وأبرمت اتفاقية استراتيجية لعدة سنوات، والتزمت بشراء منتجات بمليارات الدولارات"

"إنفيديا بحاجة إلى هذا السهم تحديداً، والكثير من الناس لا يولونه أي اهتمام. وفي الواقع، إنفيديا بحاجة إلى مجموعة كاملة من الشركات التي لا أعتقد أن المستثمرين يدركون وجودها حتى."

"من المهم جداً أن Navitas تعمل بالفعل مع منظومة إنفيديا. هذا شيء تحدثنا عنه كثيراً من قبل، لكن Navitas عمقت تعاونها مع منظومة NVIDIA MGX حول الجيل التالي من بنية مراكز بيانات الذكاء الاصطناعي بجهد 800 فولت."

"2027 what's going to occur is Nvidia, Micron, SKH Highix, Samsung, TSMC profits are going to peak for those companies"

"Look at Nvidia, look at the memory chips, like looks kind of cheap, right? And you don't realize you're setting yourself up for a trap"

"My two stocks that remind me of Nvidia."

"Nvidia is the biggest semiconductor company."

"But could Nvidia go 6 trillion and then go three trillion and then bounce back to six trillion and be at 5.5 trillion like 5 years from now? Yeah."

"It's not like Nvidia three years from now when the bubbles popped when it comes to semiconductors. It's not like Nvidia then is like losing $50 billion a year."

"Nvidia stock fell 50% peaked to trough from the 21 peak to the 2022 trough, right?"

"I'm going to give you two stocks that remind me so much of Nvidia."

"You buy Nvidia now, you buy these memory stocks, right? Because you're like, "Oh my gosh, they make so much money."

"Here you can see all of the holdings within QMVP, with the top ones being Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta."

"Nvidia is the king and AMD has no place competing. Well, Nvidia recently this is the big dog."

"Obviously you know Nvidia has not been at 1,000 P or even close to that number at any point in time."

"For example, Nvidia Vera Rubin and 72 that will deliver up to 30% better throughput per megawatt."

"Entropic signs a $35 billion cloud deal with Nvidia backed Lambda."

"If these different types of players are a Meta, a Google, an Antropic, an Nvidia, you name it, so be it."

"But, if you think about Taiwan, 80% of Nvidia's chips are made there."

"tens of millions of options contracts exchanging hands every single day on heavyweights like Nvidia"

"There's no Nvidia."

"While everyone was chasing Nvidia and AI stocks this year"

"Even Nvidia pays a small dividend and I just laugh at it."

"Nvidia itself is directly partnered with all three of these companies."

"They've already received their first Vera Rubin and VL72 systems and Nvidia's CFO said that Nebus will be the first company anywhere to get the new Gro 3 LPX inference chips in volume."

"Nvidia just had their best earnings call ever, but not for the reasons that you might think."

"And that's already won them two enormous contracts, a 5-year, $9.7 billion deal with Microsoft and a separate $3.4 4 billion deal with Nvidia."

"Earlier this year, Nvidia and Cororeweave also agreed to build out more than 5 gawatt of AI factories by 2030, enough to power millions more Nvidia GPUs."

"That growth is mostly driven by multi-year, multi-billion dollar contracts with massive companies like OpenAI, Nvidia, Microsoft, and Meta Platforms."

"which helped me find great stocks like Nvidia, Micron, and TSMC years before the rest of the market."

"استثمارات من إنفيديا وسوفت بنك بأسعار منخفضة للغاية."

"تتجه الأنظار إلى هذا القسم بينما تواصل إنتل تطوير هذه القدرات بمساعدة شركات مثل NVIDIA وSoftBank، وبالطبع، الحكومة الأمريكية."

"لكن إذا نظرنا إلى بعض الاستثمارات الكبيرة التي وُظِّفت مؤخرًا في شركة إنتل، نرى هنا سوفت بنك، والحكومة الأمريكية، التي استثمرت ما يقارب 10% من أسهم إنتل، وبالطبع، شركة إنفيديا."

"Nvidia's earnings call"

"Netflix and Nvidia."

"cuz the one share of Nvidia should not really count, but hey, it's it's become a habit. I buy one share every earnings report or time we cover a big event for Nvidia. Hey, could have been a worse company. All right, still one of the best ones out there."

"Now, another stock that I'm going to talk about today is Nvidia. I did talk about Nvidia a lot recently, and I told you guys Nvidia is offering much more value than AMD. And if I be doing sub today, I'd be trimming AMD and buying Nvidia."

"Nvidia and Taiwan Semiconductor. Nvidia's gross margins run around 75%. Last quarter, its revenue more than doubled from a year ago, and it threw off nearly 97 billion in free cash flow."

"Nvidia at 41.9%"

"On August 24th, chips fell again. Nvidia down 3%, Micron down almost 6% even though bond yields actually eased that day."

"Nvidia can absolutely keep crushing it as a business while its stock still falls. Both can be true at the very same time."

"فكما يعلم البعض، تُصنّع شركة إنفيديا أفضل رقائق الذكاء الاصطناعي في العالم، وتتحكم الولايات المتحدة في ما يُسمح لها ببيعه للصين"

"Hey everyone and welcome back to another video for today. Nvidia absolutely crushed it. Stock is up 6% after being down 1 to 2% before the earnings call started."

"Most hardware companies see their margins collapse during major transition phases because they have to heavily discount old inventory. Nvidia did not suffer that fate. They maintained absolute pricing power across their entire product line."

"This is exactly what Nvidia's blowout earnings report actually means for the broader market. When a company commits $279 billion to their supply chain, it is the ultimate validation for the entire tech sector."

"When you see a multi-trillion dollar asset behave like a hyper-growth startup, it forces you to re-evaluate everything you think you know about the market. The sheer scale of this growth defies normal gravity. We have to strip away the hype and look at the actual cash hitting the bank accounts. Nvidia is my second largest personal position for a reason, because I have that much real skin in the game, I cannot afford to fall in love with a ticker or drink the mainstream Kool-Aid."

"When you buy a fortress asset like Nvidia with an impenetrable balance sheet, you are essentially betting on the house. Over a long enough time horizon, the house always wins."

"Based on the cold math and normalized operating earnings, my one-year bullish target for Nvidia is $279.28. My target is normally lower and more conservative than the mainstream Wall Street consensus."

"To be completely objective, we have to look at what could actually break this thesis. The primary bear case is that hyperscaler capital expenditures might decelerate sharply next year. If the big cloud providers suddenly slash their budgets, the hardware super-cycle could stall out. Additionally, if their gross margin slip below 65% due to supply chain inflation, the market will reprice this stock violently. A massive macro shock or geopolitical event could also trigger a temporary 20 to 30% dra"

"Nvidia posts absolutely massive record earnings, beats every expectation, raises guidance, and then the stock dumps the very next morning. It's the kind of pattern that makes you question your entire thesis when the market opens in the red. But this time, the tape is telling a different story. The stock is actually holding and pushing higher in after-hours trading."

"If you own Nvidia, you need to know that every single AI company on the entire planet depends on this one company."

"All right, guys. So, here's Nvidia. We're pulling it up in our entire software. We're going to break this thing down. First things first, I look at the market cap. This is the actual price of the business because the stock price is merely the market cap divided by the number of shares. It is 5.11 trillion."

"Nvidia Call: 5 BIG TAKEAWAYS"

"Meanwhile, you have Nvidia coming out with earnings and you know, as far as the beats, everybody knows they come in with the beats and beats and beats and people are like looking at the stock price and it's just like Nvidia longs were in depression. Now the stock's up a few% after hours, but at first, man, it's just like, oh my gosh, like can the stock ever go up, right?"

"In fact, I calculated a fair value for Nvidia stock at $300 per share. And even after today's increase at 221, you can see it's considerably undervalued."

"Nvidia sits in my buy full band and I want to be very clear about what that does and does not mean because this is not a stock that's fallen apart in any way and it's only a few percent off of its high. It's in a buy band because my fair value sits well above that price, not because anything broke. So, in this case, yeah, I'm leaning in."

"توقعنا النجاح لإنفيديا أيضاً في عام 2020"

"إذا فاتتك إنفيديا"

"هذا جيد تمامًا كما كان الحال مع Palantir و Nvidia."

"من الواضح أن "إنفيديا" تتبادر إلى الذهن. لكن "إنفيديا" حققت بالفعل نمواً بمقدار 15 ضعفاً."

"سيقتطعون جزءاً من حصة إنفيديا. هذا أمر جيد، لأنه لم يكن مفترضاً أبداً أن توفر إنفيديا 100%من سلسلة التوريد."

"We can see that the probability weighted price for Nvidia sits right now 17.4% higher than where we're at right now."

"Nvidia and what was it? Goldman Sachs, Black Rockck or Blackstone or all the the finance companies, right, on Wall Street. What's really the structure there? What's your role in it? How you're going to decide where the money goes, what companies?"

"Then we've had of course that huge announcement with Apollo Black Rockck Blackstone Brookfield Goldman and KKR. This is not again this is not $500 billion of Nvidia's own cash but we would like to maybe hear a bit more from Nvidia."

"What about couple of years down the line? Can they still command such high margins or not? If yes, I would assume the multiple will start to expand. If not, then yeah, then it makes sense why the multiple is this low. Not saying I agree with this, but this is how the market is currently thinking about an Nvidia or many of the other names that we have been covering more recently."

"So, to me, it's quite simple. Nvidia is going to crush it on Wednesday. The question is going to be about what comes next."

"Nvidia reports their quarterly figures Wednesday after the market closes. We're going to have a look at everything you need to know about Nvidia about the market expectations."

"So Nvidia provides the capital the partner buys Nvidia capacity and the revenue lands on Nvidia's book. People say oh this is very bad because without Nvidia that company would not exist and honestly in some of these cases that's completely correct."

"Well, on the one side, yes, you can make that argument that Nvidia is just making sure that they will keep winning no matter what."

"I don't think Nvidia is a company that, oh, we are leading now and so we're not really going to make an effort to make sure that we're still leading 5 years down the line. Jensen doesn't wake up a loser. He actually is more fearful of losing his spot than he is celebrating being the number one player."

"But I also think that Nvidia does not give away money to any company out there. At the end of the day, they also want to make money and make sure that the ecosystem grows and it's a healthy ecosystem because let's say 3 years down the line, 5 years down the line, Nvidia grew the ecosystem a lot, but the ecosystem is rotten, filled with failed companies. Guess what? Nvidia is the one that is going to get hurt the most here."

"Now let's have a look at Nvidia itself because the stock has been underperforming not only when you compare it to the market but also when you compare it to an AMD or all the other names in that specific sector."

"And of course, who's a big beneficiary from this buildout? Nvidia. This of course has been extremely clear when we look at margin for the business."

"Moving on to one of the last things here, and that's again why Nvidia is going to win in the future, and that's something that Jensen has talked about before. It's all about the total cost of ownership."

"Now if we look here at the LLM leaderboard according to open router number six here is Nvidia's Neotron 3 Ultra."

"Well, that's because it's true. The market expects Nvidia to grow revenue at 100% year-over-year."

"One AI research and deployment company is flagged as having contributed a meaningful amount of NVIDIA's revenue indirectly by purchasing cloud services through Nvidia's own customers rather than buying directly."

"Now, with Nvidia specifically, of course, Nvidia sits at the center of this whole AI buildout. There are certain companies that will definitely benefit from Nvidia's earnings report if the market feels like it because Nvidia stock has been under pressure the past couple of days but so have some other names out there."

"So, while Nvidia gets all the headlines, Amazon has been doing something really smart behind the scenes."

"Uh Nvidia is down 4%."

"Earlier this year, Nvidia invested $2 billion into Coherent, which means they own just under 4% of the company."

"But Nvidia and Palanteer are two of the most well-known companies on Earth."

"Nvidia says their co-ackaged optical switches cut network power by 3 and 1/2 times and use four times fewer lasers to do it."

"Each new generation like Nvidia's Hopper, Blackwell, and Reuben GPUs got so much more powerful that they would actually turn through the data faster than anything could feed them."

"That's exactly why Nvidia invested $2 billion in Lumenum on the same day they invested in Coherent and with almost the same terms."

"If you invested $10,000 into Nvidia just four years ago, you'd have over $125,000 today."

"Also, Nvidia buys from both of them and owns a piece of them, too."

"Nvidia has been in the optical networking game ever since they bought Melanox in 2020, which is how they have the biggest data center networking business in the world today."

"being backed and partly owned by Nvidia lowers the risk of all that spending over the next few years."

"تبلغ القيمة السوقية الحالية لشركة NVIDIA 51 مليار دولار، وإيرادات الربع الأخير 180 مليون دولار."

"بعد أن حددنا شركة NVIDIA كأقرب ما يكون حاليًا إلى شركة متخصصة تمامًا في مجال الذكاء الاصطناعي قبل أكثر من عقد من الزمان"

"وتتصدر شركة إنفيديا السوق في مجال أجهزة الاستنتاج واسعة النطاق، وتسيطر بشكل عام على السوق."

"أو حوّلت المزيد من عبء العمل إلى رقائقها الخاصة أو إلى Broadcom أو NVIDIA أو غيرها"

"هل تُشكّل Cerebras ورقائقها بحجم الأطباق تهديدًا لـ NVIDIA، أم أن الرئيس التنفيذي يُطلق وعودًا جوفاء؟"

"كان هامش ربحهم الإجمالي حوالي 41%، أي أقل بكثير من هامش الربح الإجمالي البالغ 75% الذي حققته NVIDIA ولا تزال تحققه حتى اليوم."

"لماذا لا تبيع الأجهزة وتستغل الطلب الهائل عليها لزيادة هوامش ربحك كما فعلت NVIDIA؟"

"ويمكن مقارنة ذلك بشركة NVIDIA، التي تبلغ هوامش ربحها الإجمالية 75% وهوامش ربحها التشغيلية المذهلة 64% اليوم."

"إذا استطاعت NVIDIA فعل ذلك، فلماذا لا تستطيع Cerebras؟"

"جمعت شركة Cerebras مؤخرًا 5.5 مليار دولار، وتخطط لاستخدامها لإزاحة NVIDIA عن عرشها."

"إذا نظرنا إلى شركة NVIDIA، على سبيل المثال، في الربع الأخير، كان لديها ثلاثة عملاء مباشرين يمثلون 21% و 17% و16% من إجمالي الإيرادات"

"Nebus rents out Nvidia powered computing muscle to companies building AI. Think of it as the landlord of AI infrastructure and its recent earnings were jaw-dropping."

"First up on the buy side from Forbes, Nvidia, the company that makes the most powerful chips at the very heart of the entire AI boom. The stock is up 21% this year and sitting just 5% below its all-time high of about $236."

"related items when it comes to Nvidia. There's of course the upcoming earnings report. So that's going to be quite important."

"That's everything from Nvidia to AMD to Micron. You name it, it's inside of this."

"SK Highix brings the pure play Nvidia partnership premium"

"With Nvidia and Palunteer, early investors won because they saw the massive AI demand coming before the rest of the market understood it."

"The same kind of chip that Nvidia sells for a fortune."

"Nvidia just helped set up a brand new $500 billion lending facility with Wall Street."

"As I mentioned earlier, Nvidia's trailing 12 months PE is around 33. During the topcom peak, Cisco was at 130. So, Nvidia is nowhere near those levels."

"One investor wrote, "How can Nvidia deserve a 70% gross margin forever? Those profits are someone else's expense.""

"I showed you where the $500 billion actually goes, how Nvidia finances its own demand, how every link in that chain depends on the next one holding, and how the last link, the one that the whole thing rests on, is two unprofitable companies."

"An investor looks at Nvidia and says, "What is this business actually worth?""

"This is so analogous to the com burst, but instead of IPOs, Nvidia is the vehicle funding everyone and anyone."

"Nvidia arranges the lending. The hyperscalers borrow the money. The borrow money goes right back to Nvidia."

"They buy Nvidia's chips. So follow the dollar. Nvidia helps set up loans. The loans go to Nvidia's customers. The customers use the borrowed money to buy Nvidia's products."

"So when someone tells you that Nvidia is a $500 billion Ponzi scheme or when someone tells you it's the greatest company ever built, the question is the same."

"The options market's implying a move of around 6% in regards to Nvidia."

"The big dog. It's Nvidia. They're reporting earnings next week. $5.2 trillion market cap. That's a crazy number, right? Look at my whole screen just froze."

"Nvidia is the one that's flat. Nvidia is really one where honestly this one has been a bit disrespected. Although next week is the earnings report. I do believe we're going to see a big move afterwards."

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia"

"all these AI bubble investors, Nvidia, things are that nothing wrong against that."

"Look at this. Nvidia, you would think Nvidia is arguably the most solid great company in the stock market right now, right? Look at the revenue growth, look at the profitability, look at the profit growth, look at the margins, look at the income statement, look at the balance sheet, look at, you know, Jensen in the way he runs the company, right? And you would think there's no higher quality company than something like Nvidia, right? Nvidia 5-year credit default swaps are borderline blowing out."

"Nvidia, Apple, Mr. softy Microsoft, Amazing Zon, Google, McDougall, SpaceX, Broadcom, Meta, Tesla, Masla, Micron, and Walmart, right? Those 11 companies right there. Now, you have issues with almost every single one of those stocks, right? You say Nvidia, people are clearly scared about Nvidia. Their credit default swaps are are piling, you know, they're going insane. Like that's people are scared of Nvidia because they say so much circular financing. What happens when there's a pullback in cape"

"Cerebras' chips have 4 trillion transistors. That's 19 times more than Nvidia's B200's."

"Jensen Hong's big idea is that a GPU makes good collateral because someone else will always want it. And Nvidia's software updates extend its useful lifespan over time."

"And we might get an answer on August 26th when Nvidia reports their earnings."

"That memory can move data at 21 pabytes per second, which is about 2600 times the memory bandwidth of Nvidia's Blackwell B200's."

"Nvidia, Cerabus, and AMD, all have very different answers."

"Their current generation is the WSE3, and each side is about 8 in. That's around 30 times more area than Nvidia's Blackwell B200 chips."

"A single Nvidia H200 GPU has 141 GB of memory."

"And Nvidia is betting that GPUs will turn into an asset class of their own because somebody will always want to rent them."

"On August 10th, Nvidia announced deals with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms for over half a trillion dollars worth of AI infrastructure."

"kind of like Nvidia's recent partnership with Grock."

"An Nvidia blog post published the next day said that Nvidia may cover up to 25% of the losses if the equipment ends up being worth less than a loan assumed."

"But we can't talk about the future of AI chips without talking about Nvidia."

"Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world."

"Nvidia we have five buyers and 13 sellers all in all"

"Warren Buffett, Nvidia, Chris Hoan, Bill Ackman, Terry Smith, etc., etc."

"Brad, number one position here is 19% Nvidia"

"We have Nvidia here with 33% of Nvidia's entire strategic stake is in SpaceX number two position after Intel."

"He did add an extra 4% to Nvidia and what's interesting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters."

"لديك شركات مثل بيركشاير، وألفابت، وبورصة ناسداك، وثيرمو فيشر، وإنفيديا، وماكدونالدز، وإنتركونتيننتال إكستشينج، وتشارلز شواب، هل فهمت؟ لديك عدد كبير منها، أليس كذلك؟"

"إنفيديا، نمو بنسبة 43%. برودكوم، نمو بنسبة 38%. ميركادو ليبري، نمو بنسبة 34%."

"that is roughly what Nvidia, the company at the center of this entire AI boom, that's what it was worth back in 2021."

"Then we have Micron, Rubric, Cash Position, Palanteer, Uber, Robin Hood, New Reddit, Axon, Netflix, and a couple of shares of Nvidia."

"It's it's usually a boring one. Although on Friday, as you know, Friday is always going to be spicy with BJ's reporting on Friday. You you naughty one. Anyways, on on Monday, nothing really interesting. On Tuesday before the open, it is a it is an interesting week with regards to consumer sentiment. So, we do have Home Depot. Clara could tell us a little bit with regards to the buy now pay later scene. We have BU Chinese company. Then on Wednesday, we do have Target. So, here again, you get a bi"

"It's definitely one I am bullish on long term. I believe just like with AMD, they're one of the winners. They're one of the ones that are on the bleeding edge in regards to chip technology and whatever the heck is next out there that we don't know is coming yet, right?"

"بائع المعاول والمجارف الأبرز هو شركة Nvidia"

"So cousins would be Nvidia and AMD. That's a cousin."

"More AI means more of these famous GPU chips, the ones that Nvidia is known for. And Nvidia's data center business just hit an astonishing $75 billion in a single quarter to prove that."

"First, Nvidia, the king, now building its own CPU called Vera to control its entire system from top to bottom."

"Even Nvidia is basically confirming it. It just built a brand new CPU it calls purpose-built for agentic AI and its own CEO says AI agents will become the single largest users of computing on Earth."

"Nvidia software has a giant head start that developers are locked into and AMD has to pull off a pile of hard transitions all at once."

"Stock number two, Nvidia, the bullcase. It owns the entire AI system top to bottom as we speak. the GPUs now its own CPU the networking the software nearly every developer is glued to that full stack control is an incredibly deep moat the question is how long can that moat last"

"the same day as Nvidia."

"كما كانت إنفيديا مقومة بأقل بكثير من قيمتها قبل بضعة أسابيع فقط."

"But Nvidia just brought the biggest names in finance to the same table to completely flip that script."

"It shifts the heavy financial lifting away from Nvidia and puts it onto the massive shoulders of global capital markets."

"So big banks are lining up to hand Nvidia's customers $500 billion to build them."

"Nvidia wins because the banks are giving its customers the cash to buy its chips."

"Third, Nvidia gets massive hardware orders without spending a dime of its own cash or taking on debt."

"He's placed bearish bets against Nvidia, Micron Applied Materials, the big chip fund called SOCKS, SOXX."

"a company that's of course central to all of these companies, especially a Nebus and a corewave, is of course Nvidia. And Nvidia year to date is now up. But for a long period of time, Nvidia was flat year to date. And that's that's quite strange because some people think, oh, Nvidia can be replaced. Nvidia's time near the sun is over. But I don't think I don't think that's the correct way to think about it."

"Nvidia partners with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to establish AI compute infrastructure financing platforms to mobilize over $500 billion of third-party capital. New financing platforms turn Nvidia compute and full stack AI infrastructure into an investable asset class for global capital broadening access to AI factories, enabling longduration usage link revenue while supporting Nvidia's ecosystem growth across hardware sales and software adoption. Of cou"

"In my opinion, Nvidia can continue to crush it. No question about that."

"So cousins would be Nvidia and AMD. That's a cousin."

"after announcing a massive partnership with Nvidia. So, as I said, there is a lot that we have to cover in this video."

"And the most recent major piece of news that is causing the stock to continue going higher is that Nvidia announced a partnership with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms aimed at mobilizing more than $500 billion in third party capital for AI infrastructure."

"Nvidia 10xed in size because their chips dominate AI data centers."

"In under four years, Nvidia would grow from a $400 billion valuation to over $5 trillion because they designed the chips that power Chat GPT and every generative AI application that came after it."

"These things happen across the board with the best of the best companies out there. Amazon, Apple, Nvidia, Meta, Google, you name it."

"We also have Nvidia, Palantir, Tesla, the shorts there."

"My goal is to own great companies for the long term. That's why I'm holding Palantir, and it's why I own Nvidia."

"And the profit numbers are staggering. Nvidia delivered $58.3 billion in net income in a single quarter, with 74.9% gross margins."

"Now, the Nvidia bull case. They completely own the hardware infrastructure stack for global computing. Revenue hit $81.6 billion in a single quarter with near 75% gross margins."

"Many retail investors think Nvidia has peaked. They tell themselves it's too big to keep growing, or that the $4 trillion market cap ceiling is unbreakable."

"My verdict: Nvidia is priced like a monopoly because it acts like one. Waiting on the sidelines for a massive crash before buying often means missing the entire move."

"Nvidia is my second largest position, but I trimmed Nvidia earlier this year to right-size the allocation."

"Palantir and Nvidia aren't ordinary tech stocks. They're fortress investments."

"But those come with more downside risk, and they don't have the balance sheet protection of Nvidia or Palantir."

"I'm comfortably sized in Nvidia after trimming earlier this year to lock in gains and right-size my allocation."

"You're not betting that Nvidia and Apple keep carrying the entire market on their backs. You're buying the rest of America."

"couple of shares of Nvidia."

"Of course, we still have that back stop from Nvidia, but to me, what I want to see this quarter is yes, is margins stabilize."

"We have Nvidia at 11.4% and that's the one that I chose. And then there's Micron sitting second at 5.6% and that's the one that chose me and it's still there even after I kept the memory fund small."

"Nvidia sits inside three of these five funds."

"So if you put $1,000 into this fund, about $76 of it goes into Nvidia"

"was it too late to get in in Nvidia's all-time highs in 2023?"

"Nvidia, like old news, but it's becoming sexy again. So, I'm taking it right. Didn't sell. So, I'm we're we're hoping that this is going to be the ride that is going to take us to the new highs."

"Google contracted around 110,000 Nvidia GPUs from SpaceX in a 32-month agreement running from October 2026 through June 2029."

"Every single time TSMC etches an advanced 3nanometer or two nanometer AI wafer and every single time Nvidia ships a Blackwell server rack, that customer is forced to buy massive data lakes of enterprise flash storage from SanDisk just to make those processors work."

"Everyone assumes you've got to choose between Nvidia, TSMC, and the rest of the market. That's lazy thinking. The reality is that SanDisk operates as an invisible toll booth sitting directly behind Nvidia and Taiwan Semiconductors."

"Nvidia and TSMC's massive success directly drives SanDisk growth."

"Nvidia is one of my largest positions and I love the stock."

"When big tech drops 50 billion on AI capex, they're not just paying NVIDIA and TSMC. A massive 20 to 30% chunk of that cash has to flow straight to SanDisk to build out the high-speed data lakes."

"to buyback Nvidia chips"

"And don't forget, NVIDIA has a stake now in Nebius, IREN, and CoreWeave. So, are you still a fan in that all these names?"

"In 2027, Nvidia Alpha Mayo model integration is going to launch in LA, San Francisco, scaling to 28 cities globally by 2028."

"Uh obviously everybody talks about even Open AI and Anthropic and Nvidia and AMD blah blah blah,"

"I remember doing videos on AMD and people saying Nvidia is killing them and I was trying to tell them they can coexist the data center space is so large it's not a one winner or take all"

"If I had to pick a semiconductor stock between the two I would be buying Invidia any day."

"So, I will likely trade at the same multiple that Invaria is trading at today, which is about 20 times earnings."

"If you compare it to Invidia, Invaria, which is an amazing company by the way, amazing CEO, it's Zullor. It's always going to be the leader. Very innovative. It's trading at 21 times earnings."

"But if you look at Nvidia, you're paying 21 times and you're getting pretty impressive growth of 88% this year. Next year, 43% and 2029 expects to be in the 25 30% range. This is not bad at all for paying 21 times earnings."

"then we of course have to look at the comparison of an Nvidia right why buy an AMD today when you can buy an Nvidia AMD as we've seen for PE over 50 times and Nvidia closer to 21 times actually and this is what you're seeing right now with AMD is yes you are seeing growth this is revenue growth but look at the big difference look at Nvidia's growth look at Nvidia's dollar amount right so Nvidia can already produce huge yearover-year growth rates despite the dollar amount being so much bigger and"

"And Nvidia, for example, Nvidia is only up 12% year to date. I think a week or two ago, it was flat year to date. Nvidia, the company that is growing still what, 70%, 60% for the whole fiscal year, maybe maybe a little bit more. So it can happen good companies can stay flat for a long period of time just so the business can catch up to the valuation."

"And that's [180s] the thing when looking at a Palanteer, [182s] it's the same thing that happened with [184s] an Nvidia. The numbers don't make any [186s] sense. The growth rates don't make any [188s] sense."

"Now, they did talk a [934s] little bit about Nvidia Neotron."

"I assume [837s] they were talking about Nvidia, maybe [839s] they're talking about Zeta Global as [841s] well. By the way, with regards to [843s] Nvidia, I'll show you a quick clip in a [845s] bit because in this world of model [848s] companies, LLMs, tokens, etc., Of [851s] course, Palanteer is positioning itself [853s] where openweight models, open source [855s] models is well is what they want."

"And Nvidia, [203s] although an Nvidia you would say, was [205s] never this expensive. I agree. And it's [207s] even crazier there because they're still [209s] growing 60 70 80% or so on a much larger [213s] revenue base."

"Nvidia is up 3%."

"Similarly, Nvidia, great numbers. Okay, the stock hasn't done really great over the last year with ups and downs, now a little bit higher, but still an okay 15%."

"Revenues Nvidia those are recognized now costs 5 to 10 years down the road."

"The real gold mine in AI is those super powerful accelerator chips, and Nvidia flatout owns that market."

"Everyone knows Nvidia makes the fancy headline grabbing AI chips."

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia out of those three."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"Right? The semiconductor names, AMD, and Intel, Nvidia, Micron, SanDisk, you name it."

"I believe is Invidia. Invidia, I normally rank it at number four or number five. This time I have Invidia at number two because I believe it's looking very very attractive. Now, Invidia is still up about 6% on the year. The company is trading at about 20 times forward earnings."

"They do not design chips, they just manufacture them for everyone else, including Nvidia and Apple."

"ASML builds the incredible machines, yes, but TSM holds the keys to the actual physical output for Apple, Nvidia, AMD, and Broadcom."

"The market is chasing ASMLs, NVIDIAs and things like that."

"My name is Alex and that's exactly how I made so much money on great stocks like Nvidia, Micron, and TSMC over the last 10 years."

"The contract runs through 2029 for access to Nvidia's GB300 Blackwell Ultra chips."

"On July 20th, Nvidia filed a disclosure with the SEC stating that they own over 22 million shares of Nebus, which works out to around 9.3% of the company."

"وفي الوقت نفسه، فإن شركات الذكاء الاصطناعي التي أغطيها، مثل إنفيديا، وبالانتير، وكراود سترايك، على سبيل المثال، قد أعلنت للتو عن أقوى ربع سنوي في تاريخها بالكامل. حققت إنفيديا 82 ملياراً من الإيرادات في ربع سنوي واحد. وهذا يمثل نمواً في الإيرادات بنسبة 85%."

"If we look at the comments, somebody was sitting in Nintendo, others were buying Nvidia."

"ثم، في المرتبة الثانية، إنفيديا."

"لديك شركة إنفيديا. إنفيديا أقل بـ 10%من قيمتها الجوهرية."

"إيلي ليلي، إنفيديا، ولدينا إيناري، أموندسن للأدوية"

"إنفيديا مقومة بأقل من قيمتها"

"أسهم مثل "إنفيديا""

"إنفيديا"

"Hey, what was the delusion like for Nvidia, you know, its first 10 years in the market?"

"if we have a slowdown, I think AMD and Nvidia will likely be much more affected than Qualcomm."

"Nvidia is up 1.5% right now."

"And here, Nvidia wins on both ends. On the robot itself, it sells Jetson Thor, a small onboard computer that lets the machine see, think, and react in real time."

"Nvidia, Google, Apple, Microsoft, Amazon, so on are basically the whole market."

"The engine maker there's of course Nvidia helps to fund its own customers new data centers. So that customer can then turn around and buy more engines from the engine maker Nvidia."

"startups 20 and 30 and 50% for something like Nvidia."

"EUVs are used for the most advanced chips designed by Apple, Nvidia, and everybody else."

"most of them are red surprisingly enough, Nvidia is green to flatish."

"China is going to be able to compete with Nvidia and ASML and TSMC and AMD"

"This pullback is not only for the high-flying names and Nvidia no matter what you mean not high-flying names. Yeah of course Nvidia went up a lot over the last year or so last two years but Nvidia is also down since May. Since May Nvidia is down 16%"

"I first bought Nvidia in 2016. Over 34,000% gain."

"Commodity, constant supply, you can get new supply with newer Vera Rubin, Nvidia chips, growing better, and then all these older guys simply make not enough profits."

"If it's a Lucid vehicle, if it's a Rivian vehicle, maybe it's a vehicle powered by Nvidia."

"There was that huge news that Nvidia is going to commit $250 billion or so to a OpenAI data center or something like that. Maybe that's why we're going to see a lot of the cheap names, semiconductors, AI, neo cloud names go up today, but we're starting the week here a little bit green. Could this be good for SoFi?"

"Uh, Nvidia's down 5% here today as well."

"আমরা এনভিডিয়া, প্যালানটিয়ার, টেসলার মতো স্টক নিয়ে কথা বলেছি।"

"Number two is Nvidia because she wants to be invested in the leader of AI."

"You have Microsoft, Mistral, Nvidia, Palanteer, Perplexity, Meta, Crowd Strike, Service Now, etc., etc."

"Exxon, Palanteer, Netflix, couple of shares of Nvidia, barely any cash, but there is cash coming over the next couple of days."

"What if I told you that the most [1s] powerful AI company on Earth isn't [4s] Nvidia or Tesla or Palanteer?"

"Open AAI and [408s] Anthropic build and run the models. [410s] Nvidia, AMD and Broadcom design the [412s] chips while TSMC, Intel, Samsung, SKHENX [416s] and Micron actually build them."

"Then you have here self-driving technology partners Avrite BU may mobility neuro Rivian Nvidia Pony AI zuks still way more we write wave fleet management companies right it's not like oh way might leave Uber in 2028 and so"

"Why we do have a Microsoft, an Nvidia, a Meta, a Google that is growing much faster than Apple?"

"For higher beta velocity, you look at names like Western Digital, Nvidia, Meta, or Taiwan Semiconductor."

"He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it."

"Remember with CPUs, AMD CPUs was quite important and is very important to them right now. This is why Nvidia also went into the CPU way because they know CPUs getting extremely important and that business is going to grow and grow and grow"

"I always sit there and say, "How can Nvidia 100x from here? They're already a $5 trillion company."

"Okay? see if Nvidia is a beneficiary of some of the rhetoric Google talked about today. Okay, you guys need to know the correlation between like one company versus another and the outlook that one company might give and what it might say over the about the overall state of a particular asset."

"إنفيديا"

"Earlier this month, semi analysis reported that Nvidia's Kyber rack has been delayed by more than a year. Kyber is Nvidia's next generation server rack that holds compute trays vertically, kind of like books on a shelf in order to pack a whopping 576 GPUs into a single rack running at around 600 kW."

"While Nvidia commands the primary compute market with its dominant GPU platforms and deep software lockin through CUDA, Broadcom controls high-speed custom silicon and networking."

"এই মুহূর্তে মেটা, গুগল, মাইক্রোসফট, এনভিডিয়া, অ্যামাজন, অ্যাপল—এই কোম্পানিগুলো সবাই খুব ভালো প্রবৃদ্ধি করছে।"

"মেটা ও মাইক্রোসফট ২৩, গুগল ২৭, অ্যামাজন ২৯, এনভিডিয়া ৩১, অ্যাপল ৩৮ এবং টেসলার পিই রেশিও অবাস্তব ৩৭১।"

"ম্যাগনিফিসেন্ট ৭, অ্যাপল, অ্যামাজন, মেটা, গুগল, এনভিডিয়া, মাইক্রোসফট, টেসলা।"

"শুরুতেই, অবশ্যই এনভিডিয়াকে দিয়ে। এই স্তরের ম্যাক ড্যাডি। এনভিডিয়া হলো পুরো স্ট্যাকের ইঞ্জিন।"

"২০২০ সালের অক্টোবরে Nvidia-কে যুক্ত করেছি। তারপর থেকে এর দাম ১,৩০০% বেড়েছে।"

"আমি অনেক লোকের সাথে এনভিডিয়া নিয়ে কথা বলছিলাম। এবং লোকেরা আমাকে বোঝাচ্ছিল যে এনভিডিয়া আসলেই অনেক দামি।"

"Just because they, they wrote a blog and Nvidia is involved and et cetera. No, right now they have nothing to show on paper."

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"the Sunumi stocks like Nvidia"

"Nvidia is now trading at a whopping P of 20 and the compan is growing 50% earnings per share."

"Let's look at Nvidia versus Intel. Both of these companies are the semiconductor trade, right? The AI chip story. And if you went by what's been in the headlines, Intel is the one that's ripped and it's catching up, a huge run on US government investing and bullish sentiment and so on. Nvidia actually lagged it for a stretch. So if you went by the price, you'd think Intel was the better business right now. But this test doesn't care about the price. It cares about the numbers underneath it. Nvid"

"So let's look at these 11 stocks, because most of these are not the names you'd guess. Yeah, you know a couple of these. Nvidia is in there."

"AMD was a trap last year. Now it's better than Nvidia and things like that."

"No matter who wins the high-beta chip design wars, whether it's Nvidia, AMD, or tech giants building custom silicon, they are all contractually forced to route their chips through this exact TSMC stacking pipeline."

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"Let's see how I had Nvidia,"

"Because Nvidia has a rhythm. It goes flat, everybody gets bored, everybody leaves, then it explodes."

"If you own Nvidia, this year has probably driven you a little crazy. The business is on fire and the stock has gone nowhere."

"I pay attention. So here's my verdict. The one I have had all the way through this flat stretch. Nvidia is still king of the mountain. And I am more bullish now than at $236."