I’m 65 years old and have never seen anything like this before. Every year, companies like NVIDIA perform exceptionally well, which raises questions about their practices. How long can they sustain this performance? It seems like NVIDIA might have some undisclosed agreements with the government, potentially manipulating their financial statements. Despite these suspicions, no one seems to question them. It's crucial to understand that NVIDIA is involved in various government contracts, which are publicly disclosed. They are also subject to regulations, such as the Stock Trading on Congressional Knowledge Act, which requires government officials to disclose financial transactions involving stocks like NVIDIA.
Strong BUY. Still early innings. NVIDIA is the dominant leader in Al and the preferred technology partner globally. Even a new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Retaining 85% market share when, especially when you only own IP and you're fabless, and there are so many competitors, and EVERY SINGLE CUSTOMER/COMPETITOR is motivated to eliminate the industry's dependence on IP like CUDA, and you're facing monopoly lawsuits, all while LLMs have peaked for the time being... sure, yeah, they're undervalued, lmfao.
Great info Adam, especially The Enron and Worldcom story. Good teaching lessons for the younger viewers. Thank you very very much Adam, you're awesome!
you are truly the goat, me and my partner have learnt so much from you and we’re truly grateful for the work you put in and the lessons that you teach! Changing lives!
To summarize...SMCI is garbage, Nvidia is still a beast and this is clearly billionaires in their secret chat groups trying to cause panic, buy the dips and stay the course. Thanks Adam
Thks Adam so much, that i have been eagerly waiting for on SMCI. I have been always following your videos, almost every episode. Appreciate you have made things clear and I know what to do moving forward. Unfortunately, I did buy SMCI when it was 'correcting' itself, based on your recommendation video. i have lost thousands of $ by now. I wouldn't buy if I read your written post. May i suggest that you correct your stand with a video sooner (not just by written posts), not when the unfortunate thing has happened. Secondly, may i request a video coverage on PDD.
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
It does seem like both NVIDIA and SMCI have been riding a wave of excessive optimism, especially with the AI boom. If these companies can’t keep up with the market’s high expectations, a significant correction could be on the horizon
Thanks for reminding us about ENRON. Have watched the documentary movie on it " Smartest Guy in the Room"- scary reminder but I needed it. Just sold most of the SMCI stock at a loss. I am your regular CZcams viewer. Not sure how I have missed your caution for the stock,
A burst bubble would mean a sharp decline in their stock prices, which could hurt investors who bought in at the peak. It might also impact the tech sector more broadly, as both companies are seen as leaders in AI and high-performance computing
Without fail your presentations are informative and entertaining…what a terrific job of integrating useful information in an enjoyable and watchable format- - i am very glad that i became a UIP member
Buffett is doing similar selling to what he did before the 2008 stock market crash. The smartest stock market money maker the world has ever seen. Ah well that's what he thinks, so what.
Increasing tax rates are the reason i rolled over my 401k to a roth. i Don't want to be 59 paying taxes on current income on withdrawals made from my retirement account.
Thank you so much Adam guru for your precious thoughts 🙏🙏😊 Really appreciate the SCMI perspective 😅 Legend! For those who have not taken the whale investing course but have an educational degree instead…. Sigh!! This is not promotional but mine was life changing lesson after taking the course , now investing for long term and up 50%+ Warm Regards 🎉
just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.
Nvidia’s growth has been phenomenal, especially in the AI and data center space. Their GPUs are pretty much the gold standard for AI workloads. I think their leadership in AI gives them a solid edge for the future.
I previously believed that all investors experienced financial ruin during economic downturns, but i now realize that some of them actually make a fortune. In summary, while some people face recessions, others seize profitable opportunities, and it all begins with having the correct mindset. As a result, I have allocated some of my savings for future investments. Regrettably, I lack experience in this area.
I congratulate you for your channel and I thank you for what you teach, I would like to recommend that you include in your videos Spanish subtitles because we are many Latinos who follow your channel and that would help us to be more sure of what we learn thanks to you, and God bless you and may you continue to succeed day by day.
Increasing tax rates are the reason i rolled over to a roth. i Don't want to be 65 paying taxes on current income on withdrawals made from my retirement account.
Hi Adam! Hot news from Bloomberg about Nvdia's DOJ Subpoena. Is Nvdia still a reliable company that's worth buying? the dip is low now at 105s... thinking of buying more to average down my 120 😢
Couldn’t agree more on SMCI. It’s just not worth the risk.
exactly what I did yesterday, the second I saw the news I did not even have a second thought and go straight to sell all my SMCI despite down 45%
Same for me
Very smart, take the L and move on. All they do is make computer racks...put it all in nvidia and you'll make it all back.
Ya true, sometimes it’s just hard to swallow that 50% drop, yeah, possible it might bounce back, but not worth taking the risk.
You could have waited for a day... just saying.. minimize the damage..
Crazy it will definitely rebound
God, why I didn't find this channel earlier??? This is amazing place for everybody who interested about investments
NVDA for me has too much volatility and limited upside at current market cap. I finally cashed out at $130. It could go up but I’m at peace with it
Did same thing. locked in all profits and put all my profits and cash raised into my already big AMZN and PLTR positions
2 vid in a day ! Awesome
I’m 65 years old and have never seen anything like this before. Every year, companies like NVIDIA perform exceptionally well, which raises questions about their practices. How long can they sustain this performance? It seems like NVIDIA might have some undisclosed agreements with the government, potentially manipulating their financial statements. Despite these suspicions, no one seems to question them. It's crucial to understand that NVIDIA is involved in various government contracts, which are publicly disclosed. They are also subject to regulations, such as the Stock Trading on Congressional Knowledge Act, which requires government officials to disclose financial transactions involving stocks like NVIDIA.
Strong BUY. Still early innings. NVIDIA is the dominant leader in Al and the preferred technology partner globally.
Even a new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin.
Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Retaining 85% market share when, especially when you only own IP and you're fabless, and there are so many competitors, and EVERY SINGLE CUSTOMER/COMPETITOR is motivated to eliminate the industry's dependence on IP like CUDA, and you're facing monopoly lawsuits, all while LLMs have peaked for the time being... sure, yeah, they're undervalued, lmfao.
I'm still bullish on nvidia.
it's going to 200
Great info Adam, especially The Enron and Worldcom story. Good teaching lessons for the younger viewers. Thank you very very much Adam, you're awesome!
you are truly the goat, me and my partner have learnt so much from you and we’re truly grateful for the work you put in and the lessons that you teach! Changing lives!
Hi I wanna join his trading course is it worth
Both the EV and AI sectors Surging Today to end the month. Dip-buying .. VHAI....GFAI and NVDA...Thumbs Up video/ comments. Thanks.
On the verge of requesting for this video (shamelessly).
You Sir, saved me some dignity 😂
To summarize...SMCI is garbage, Nvidia is still a beast and this is clearly billionaires in their secret chat groups trying to cause panic, buy the dips and stay the course. Thanks Adam
NVDA still a buy for me….Ignore the market nonsense
Of course it is.
yea. people don't know the scaling that blackwell can give
Same company that accuse SQ as well. Really nonsense. Fundamentals of SMCI still hasn’t changed. Buying and holding!
Thank you adam! I want to know more of your view on PDD if possible
Thks Adam so much, that i have been eagerly waiting for on SMCI. I have been always following your videos, almost every episode. Appreciate you have made things clear and I know what to do moving forward. Unfortunately, I did buy SMCI when it was 'correcting' itself, based on your recommendation video. i have lost thousands of $ by now. I wouldn't buy if I read your written post. May i suggest that you correct your stand with a video sooner (not just by written posts), not when the unfortunate thing has happened. Secondly, may i request a video coverage on PDD.
Watching a youtube video is just a starting point. It's up to you to research further and draw your own conclusion.
Thanks you so much Adam for your input for NVDA and SMCI! your advice is much appreciated!
"im not selling shit" had me in tears
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
Thank u Adam for being so clear-cut abt SMCI. Not saying it will go bad 100%, but i do take yr comments seriously. THANKS!
Thanks Adam, you are great! great INFO!
It does seem like both NVIDIA and SMCI have been riding a wave of excessive optimism, especially with the AI boom. If these companies can’t keep up with the market’s high expectations, a significant correction could be on the horizon
Optimism spawned by every major media and investment platform. It's not that the company itself is causing the boom.
Always makes trading and making money more of a hobby..thanks for the articles
I love how you try all these strategies, it shows that you care.
Another Great Video! You are one Khool Dude!
Wow Adam on a roll today
Great video ! Thank you sir
Enjoy your videos and commentary Adam. Thanks for keeping it simple, clear and balanced.
Thanks for reminding us about ENRON. Have watched the documentary movie on it " Smartest Guy in the Room"- scary reminder but I needed it. Just sold most of the SMCI stock at a loss.
I am your regular CZcams viewer. Not sure how I have missed your caution for the stock,
Thank you for sharing your deep knowledge in investing. You have made a huge impact to stay focus in d right direction.
Adam, you always deliver! Great video again.
A burst bubble would mean a sharp decline in their stock prices, which could hurt investors who bought in at the peak. It might also impact the tech sector more broadly, as both companies are seen as leaders in AI and high-performance computing
Which is a better stock NVDA or PLTR if were to choose 1?
Your channel is a real storehouse of knowledge about trading. Thank you for your valuable help and support!
should we sell SMCI as it is being sue? what to do when we have the stock ?
Without fail your presentations are informative and entertaining…what a terrific job of integrating useful information in an enjoyable and watchable format- - i am very glad that i became a UIP member
Thank you Adam for the great information.😊
Can review Intel? Will it go back to glory days after completion of its foundry?
Thanks alot, Sir .. After you video, I clear all my SMCI shares immediately
Why don't you short it now?
@@chongchyechia4208 thanks for the 💰
@@mt8073 SMCI is not a good idea to short.....
Thanks so much
When would consider taking some profits then?
First time viewer, great stuff, subscribed.
Buffett is doing similar selling to what he did before the 2008 stock market crash. The smartest stock market money maker the world has ever seen. Ah well that's what he thinks, so what.
please Adam how can I access the intrinsic value calculator
Adam teach us the excel formula you have applied to your intrinsic value calculator.
You get to buy his course and you will get it.
Thank you Adam for your insights... I am learning a lot from your videos.
Awesome preaching thanks alot Adam.❤😂
Your advice helps me improve my trading results.
Would love to see your take and intrinsic value of Micron.
Words of Wisdom!
Love your analogies in your videos!
Increasing tax rates are the reason i rolled over my 401k to a roth. i Don't want to be 59 paying taxes on current income on withdrawals made from my retirement account.
Going all in on SMCI
They made a mistake .. Maybe they don't make a mistake again.
Nvdia is good bro..blackwell gonna be game changer
Thx Adam.
excellent video on how to use cash secured puts to buy with a
margin of safety. thanks!
What a miracle Thank you so much sir 100% strategy working I tried 7 trades on this strategy all are win I'm your fan
You can dream for 95. I may not go below 114
Thank you Adam, very sound advice, Cheaters NEVER prosper in the long term :)
Thank you so much Adam guru for your precious thoughts 🙏🙏😊
Really appreciate the SCMI perspective 😅
Legend!
For those who have not taken the whale investing course but have an educational degree instead…. Sigh!!
This is not promotional but mine was life changing lesson after taking the course , now investing for long term and up 50%+
Warm
Regards 🎉
Your trading videos are always interesting and useful to me.
Thank you very much for the warning 👍
Been waiting .. thanks!
Thanks
Thanks for your care❤
just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.
Peter Lynch, former manager of the Magellan Fund, said it best: “Most people water the weeds and cut the flowers - when they should do just
Back paddled on initial buy call, well highness sight is 50/50
Big thanks ❤🎉
Thank you, Adam!
GOOD EXPLANATION THANK YOU
Nvidia’s growth has been phenomenal, especially in the AI and data center space. Their GPUs are pretty much the gold standard for AI workloads. I think their leadership in AI gives them a solid edge for the future.
Why didn't the intrinsic value increase after earnings and revenue increase?
Thank you Adam!
Adam, tsm seems like a great stock? do you avoid it because its a huge capex companies? what about its moat?
You are great
great video
Thank you.
Fantastic presentation thx.
I asked for a nvidia video. Thanks!
I previously believed that all investors experienced financial ruin during economic downturns, but i now realize that some of them actually make a fortune. In summary, while some people face recessions, others seize profitable opportunities, and it all begins with having the correct mindset. As a result, I have allocated some of my savings for future investments. Regrettably, I lack experience in this area.
I congratulate you for your channel and I thank you for what you teach, I would like to recommend that you include in your videos Spanish subtitles because we are many Latinos who follow your channel and that would help us to be more sure of what we learn thanks to you, and God bless you and may you continue to succeed day by day.
Thx Adam, insightfull..
Good video and analysis.
Can you do a video about Intel stock and it's future ?
great value in the video, thanks Adam!
New CFO starting 2021 : David Weigand
Old CFO case 2020 : Howard Hideshima
Increasing tax rates are the reason i rolled over to a roth. i Don't want to be 65 paying taxes on current income on withdrawals made from my retirement account.
Adam sensei missed the opportunity to talk about VEEVS' beat and raise. Who is managing his content? A good scolding is in order.
The best!
Adam, what about $PDD srock? It tanked like 40%.
I would avoid it
I did your way.
Thanks for this really precious video
Great analysis
Why no one is taking about NVDA 50 bilion dollar buyback? it's big deal.
ecactly.
Can someone explain the significance of this. Sorry, I’m new.
What about when the super scalers slow/stop their capex cycle? Do you not think there is a big risk to the sustainability of the revenue?
Hi Adam! Hot news from Bloomberg about Nvdia's DOJ Subpoena. Is Nvdia still a reliable company that's worth buying? the dip is low now at 105s... thinking of buying more to average down my 120 😢
Thanks for another great video Adam. Truly appreciate it.
How did you calculate the intrinsic value?
Some report stated Nvidia have high level of non cash earning. This is risk in quality earning. How do you see that Adam. Thanks
thank you!