Nvidia's Blackwell shipments will be 'fireworks' for stock: Analyst
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- čas přidán 13. 09. 2024
- Nvidia (NVDA) posted its sixth consecutive earnings beat on Wednesday after the market close, with the tech giant's second quarter results surpassing estimates on both revenue and profit. Despite topping estimates, Nvidia shares still declined following the quarterly report. To provide insight on this development, I/O Fund Lead Tech Analyst Beth Kindig joins Morning Brief. Kindig characterizes Nvidia's report as "great," noting that projections for the company continue to be revised upward, never downward. While Nvidia did mention delays with shipments of its Blackwell GPU, Kindig states this "is not a concern; if anything, it's extremely bullish." She explains that Nvidia is in the midst of a product cycle, and when the Blackwell GPU chips begin shipping, it will be "absolute, ultimate fireworks" for the company. "It's important to understand that there's a shipping cycle that occurs for this company. Some media outlets have blown that out of proportion," Kindig tells Yahoo Finance. She adds: "Early next year will be fireworks again for Nvidia, and we will be on track for that $10 trillion [valuation]."
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the Comments section is 95% AI-bot spam.........
We bulding datacenters with Nvidia chips just for the scammer to be more efficient.
What are the bots saying. ?? So I can knoww nex time
go girl NVDA rocks and those that sold dont know what this company is all about.
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Nvidia needs to develop a BOT BLOCKER for CZcams comments.
What were some comments bots were saying so I can be aware. Next time
Is there a single non bot in these comments? Either way great speaker she knows a lot!
So overvalued at 2.9 trillion but on track to 10 trillion ???? 😮
😂 i am confused too
It’s about future growth.
The highest market cap 10 years ago for 600 billion now it’s over 3 trillion the idea of a company even hitting 1 trillion 10 years ago seemed far fetched so I can see 10 years from now 10 trillion can be possible
@@joshuamerrill3959 yes, I agree. But how is overvalued now since is fairly cheap based on ots history?
@@logosproclamation453 I never said it’s overvalued
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The key is risk analysis. The markets are and has always been unpredictable. Thus the important point is not how much one might make but what one could lose. trading and holding on speculative stocks/Crypto and even great stocks can test ones ability in the arena of our ability to control ones loss aversion bias…buy high sell low…The market is overvalued by almost all measures like the CAPE and Buffett indicator. Speculation is high with things like meme stocks (are they dead yet?), our kitty dude, Ai dreaming and all.... It is all about how much one can lose during times like these. Does that mean don't invest, of course not but one must access the risk and have a way out if the tide goes out.....I've been engaged in active trading and managed to grow a nest egg of around 2.6B'tc to a decent 24B'tc....I'm especially grateful to Russell Greener, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
He mostly interacts on Telegrams, using the user-name,
@RussellGreener.
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Wow. I'm a bit perplexed seeing Russell Greener been mentioned here also. Didn’t know he has been good to so many people too, this is wonderful
What are you taking about? They had great earnings.
What is the reporter at beginning of video talking about? Nvidia solidly BEAT analysts estimates. Glad guest pushed back. Title of this video, if based in fair reporting, should have been...Blackwell on schedule to add several trillion to Nvidia market cap in 2025!!!!...
Smart money is buying every single dip and then...hold long-term.
I like this girl..just bought NVDA but also have amd,tsla, and apple….i learned when buying stock..DONT BUY CRAP
Revenues for Blackwell then Rubin GPUs in 2026 and 2027 fiscal are expected to do very well, but potentially could be absolutely ridiculous numbers. A new industry has been born and it’s very lucrative too. 🖤💚📈🇺🇸
This video aged very well
Not understood it is below expectation while at the same they say it beat the estimate. Is there difference between estimate vs expectation.
listen to Beth and Jensen!
Lol, I'll push back. Guest correct
Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
Told ya so 😊
Well said
Well I showed Nvidia stock to my friend. The hype was STRAIGHT BULLSHIT. HE TOOK A LOAN AGAINST HIS 2 MUSCLE CARS , AND HIS DEAD WIFES HUGE DIAMOND RING. AND PUT it all on NVIDIA.😢. He's pissed. Needless to say
I already own these stocks. How do I learn the strategies, to profit from the present market situation my portfolio has been stagnant for months.
Could or will?
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We’ll said
(2:48) This.
клевая разводка получилась! Сайт еще ничего не понял, а ты уже поставил на вывод бабки)
Total BS. How much revenue does Nvdia need to make to see an upturn in stock price. Who needs AI anyways.
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I'm beginning to think this is all hype and Nvidia has unrealistic expectations. Time to sell
Feel free to sell lol, that's exactly what the hedge funds want and are orchestrating via bot-traded collusion. You do realize this company hasn't even sold a single unit of Blackwell right? Revenue during 2025 is going to be insane. The very powerful know that, and are simply trying to trigger a sell-off and buy in at a lower price before the next trek up the mountain. They prey on the fearful and patient-less.
plz sell
Sell sell
@@bigboybennython I did 4 days ago
@@656harnish I should of sold too
Nvidia to 30 trillion.......
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Why do not Americans listen to human say?I knew it.
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Theres no way she said on the way to 10 trillion and "overvalued until analyst revises" in the same video. What a waste of fucking 4 min this was .
This is why great minds make money. For those like me with a deep understanding, it makes incredible sense. Wall street guidance is way low for 2025 because it has not yet revised for blackwell's release. Once they revise for blackwell's release, the stock will look like a bargain. Just because you are too dense to understand this does not mean it's a waste of time.
@@Rhino5427 U have issues
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The chart is saying $95 next.
If the bears/shorts win, more like $106. But a battle is being waged right now, not entirely bearish yet.
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