It's well over $600 now! It's incredibly difficult to put a valuation on a company which is growing so quickly. The P/E ratio is something like 75 at the moment but who knows what that valuation will be after their next earnings call - remember its revenue grew 200% in a year last year and that's before the huge order from Meta was announced!
If he believed he was holding a stock overpriced by this amount, it would be an easy sell. The fact he still owns it is suggesting there is more upside left in his mind. Else, he is stupid. And I doubt it is this.
If there is a company to think is it double what you think, you sell it. Period. You can find 200 other companies that are much better right??? This guy man.
The fact that this guy is not willing to sell his Nvidia shares when he believes fair value is $240...almost 50% lower than the current price, goes to show that trying to value stocks is a completely pointless exercise. If you are not going to act on your analysis, why bother? Just buy whatever companies you believe in and hold it.
I am aware the Livermore had this concept of "If I am not buying- I am selling"- but look where it landed him. It is a good idea to have a bit of humility even if you are an expert at valuation like the Prof. Accepting that there could be factors beyond your calculations. All we are attempting to do with valuation is to have a higher probability of success- not a guarantee to anything.
You deserve a trillion more upvotes than you currently have, it is _the_ truth. The market keeps on showing it does not understand exponential growth, puts too much emphasis on current PE and not forward PE, and the analysts are lagging so hard behind with their price targets, it's comical. I mean a price target is what it's supposed to be worth in 12 months from now, but they can't even properly catch up to the current stock price of Nvidia.
@@leroy7647so how do you explain the 3 trillion dollars of market cap? There isn't a 3 trillion dollar total addressable market for nvidia's products really
Looks like he learnt his lessons by selling generational stocks way too early because the price ran up but missed a lot of run on the stkck.. Good to know that he is holding..
If he would "really believe" it is worth only 240, he wouldnt be holding to his shares. I am calling bs. This is the same joker who said tsla is worth 90...
Question is not that he is right, question is are markets efficient and are able to put right price to every stock? US markets are heavily distorted and has been for over a decade. P/S was a new metric invented just to give a measurement to the wild wild west vaulation. Back in the days we only talked about P/E and cashflows.
Two months ago, he said it worth $240, and he said he might has underestimated company's revenue.NVDA just released earning that blowed away all estimates for past quarter and next quarter etc. He needs to update his evaluation accordingly
Remember, DCF calculations are dominated by terminal values, so in NVIDIA’s case 95% of the price is tied to whether NVIDIA will grow earnings +10% a year decades with high profitability. Because that’s what is built into the price by analysts making these DCF calculations. One quarter their earnings were higher than expected moves the stock price 20%? Now 10 dozen quarters to go for NVIDIA to be a bonanza investment, for the holder to compound money at +15% per annum. But Guess what happens when they miss earnings once? Or twice? Or three times?
@@sakarikaristo4976 It's not just one ordinary quarter's earning. It validated the AI story and NVDA can grow much faster than what he used in his calculations.
@@baydanceeng8219 He has came up with this calculation based on the assumption that Nvidia will have 100% of the market share of the projected total market size of AI- if I am recalling correctly*
Vos vidéos sont géniales !! Je fais partie de vos téléspectateurs et je regarde vos vidéos ces derniers temps. Je suis intéressé par le trading, mais je n'arrive toujours pas à trouver le bon trading dans lequel m'engager. J’apprécierai toute aide ici.
Oui, c'est vrai, on parle beaucoup d'investissement ces derniers temps, mais je suis nouveau et aussi curieux de savoir comment commencer. Quelqu'un peut-il expliquer comment investir et par où commencer ?
Selon moi, investir ne consiste pas à devenir riche mais à acquérir une indépendance financière. Je m'appuie sur des stratégies provenant d'une source qui assure mon dividende mensuel
Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I'm buying more now, and I will buy more when it drops further
As a new investor it's always great to hear from a person who has gone through all the difficult times and come ahead of it. It's unnerving to see your portfolio go from green to red but as mentioned if you have invested in quality names just have to keep adding to them and stay the course
I agree. Based on firsthand encounter with a fiduciary counselor Lisa Angelique Abel i have $385k in a well diversified portfolio which has grown by 3x with compounding, venturing doesn’t necessarily boil down to money but you also have to be informed, be patient and back it up with good hands
He's a value investor. It's definitely overpriced and Warren Buffet warned people not to listen Wall Street pundits. Appealing to authority is why so many retail investors get burned and end up holding the bag.
I think the professor is 100% right, but after the Stock-Split! He was just too much of a visionary told us 9 -10months ago, that NVIDIA is going to be worth $240, after the $tock-$plit ! Thanks professor, your advice gave us a 10 bagger within 9 months. 😂 Also, if you aren't going to pay upfront, it means you don't know much about investements and valuation. I am a finance major; to value a company, we discount the future cashflows to NPV (Net present value), meaning, you DO pay up-front, in anticipation of the future earnings...When are you gonna pay the price then? when the stock has gone up another 100 times? then? It is cheap NOW, so buy NOW! not tomorrow! not next year, but NOW!
He is Aswath is 100% right. AI hype is same like DOT bubble hype n eventual crash as per experts. Nvidia is way overpriced with 115 PE ratio. This hype bubble will burst eventually
He got in before the AI mania based on his calculation that Nvidia was undervalued at the time(2018 I think), but he did so without expecting what followed
The problem is: They need more investors willing to overpay for the stock for it to continue to rise. And if dude wouldn't buy at these prices, why would anyone? Why not wait until the stock price returns to 240 or below...? Below even 150...?
Prof Damodaran is not good evaluating disruptive tech. He totally misunderstood Tesla 10+ years ago. He was negative on NVDA after the 1st Q earnings when price was below 400. NVDA has a long product cycle that is global. Besides MSFT, GOOGL, META, AMZN, etc there are multiple companies worldwide that will be using its tech starting with medical industry, defense, etc. He is not sure and got no clue about NVDA... that is why he sold half his position while back. Nothing wrong with that.
competition will eventually be coming but if you’re at all interested in either stock or the space in general I suggest looking into what ARM actually make / sell, they’re not in competition with each other
Spoke like a Professor. I love hearing to him, huge fan. However, he does "spoke like a true professor - textbook". I draw analogy from healthcare domain. E.g: Newly approved Alzheimer's drug lequembi comes with a significant yearly $5 billion cost, raising concerns about patient access and healthcare affordability. Per patient, a prescription may cost $19,500 per year including $11,000 in of out-of-pocket expenses. When you question the rationale behind that pricing, the argument would be there cannot a definitive price tag anyone can put on a human life. So NVDA have a tech without which its impossible to say do DNA sequence, a key breakthrough for preventing/correcting genetic mutations, how can anyone use any usual model to arrive at the valuation number ? Automous driving is statistically proven to have reduced fatalities. So NVDA is solving that at the center. Would anyone include the cost savings into the valuation equation let alone the fact that one cannot put a price tag on saving N humans lives ? 2020 - 2023 is turning out to be a significant point in human evalution and I am not sure if sticking to last decade thesis is going to stick going forward. Also, NOT a NVDA stock holder 'YET' Side note: I reckon, we can even apply the same analogy in valuing an employee for compensation purpose beyond the standard grading bars.
It’s worth as much as the people believe in it. That’s because we’re talking about a corporation that almost solely powers AI. AI is going to take over humanity. I’m praying that AI will see that I invested money into NVIDIA and spares my life when they wipe out humanity.
Rosenblatt Securities just gave it a 1100$ price target, not for 2040 or 2030, but for 2024. For those who don't get it, that would make it bigger than Apple, which makes 400BN in revenue. You don't need something more advance than a primary school graduation to understand this is a clowning story that's gonna have a terrible end.
@@davidelet3652 are you serious? Apple literally went from 40BN of profit to 100BN in the last 5 years, like... that's literally the biggest growth of profit in history and you just defined it "no growth". That tells a lot about Nvidia bulls.
Well, amazon is going to 600b revenue and almost the same cap as NVDA. But we have to look at margins as well. Due to this AI revenue growth, NVDA spiked to 71% gross margin. Apple is near 40%, and Amazon's is a joke. NVDA, due to the AI gold rush, can basically demand any price for its GPUs, and there is no end in sight. Their COS barely went up while revenue are doubling. This can go on for a decade or more. Is it sustainable? I doubt it, but do not doubt nvda near term.
right now their chips are on 2 nm architecture which work with lowest possible power consumption, and has the lowest latency (highest speed), but all applications will not need this, applications where more power won't make much difference, or a little more delay in operation is okay - then similar chips can come in 3, 7 or even 10 nm of which plenty of capacity is available. ALSO there is a huge talent pool in designing these chips... and most companies have good idea how to go about it.. so Nvidia has about 12 to 18 months before it faces stiff competition
I don't know why experts/people make a distinction between buying and holding!???! I mean, if you are holding a share, you are essentially buying it at that price as you can always sell at that price and the money will be in your account. It seems as if the present investment decision is being based on past investment decision which makes no sense at all!
Nobody knows exactly what will happen, so I think at this point he feels it's casino money as he's up big. Plus, he booked profits on half of his position. Would you rather give up gains, or be down 50 percent on money you invested?
If you are holding it doesn't mean you buy at that price, what is wrong with you? The richest people of the world are holding a lot of the equity in the companies they founded because they simply don't consider that stock as a trading object to bank a short profit. They HOLD as it doesn't make sense to sell just to look for another opportunity to invest.
He believes in Nvidia as a company given their ability to identify markets before it emerges. So he believes Nvidia will keep repeating this success story. But he recognizes that it is an assumption. To buy a stock it must be undervalued as it currently stands. But he believes it is fine to hold a stock as long as you believe in the ability of the company to keep making right decisions in the future as it did in past
Banks wouldn't loan you more than 5 times your pay for loans. Company is not going to pay you more than you are worth. But to buy Nvidia you need to pay 245 times. Ridiculous.
Best is to diversified and balanced portafolio. There are thousands of stocks to invest in. I own NVDA and will ride it and been for many years and trading and long term investing should be separated in my opinion. So is never smart to leave all your eggs in one basket
He has no sense , to say that Nvda will drop 50 % , and then he said , he can not buy Nvda even at 150 . it seems to me that this guy its buying calls option on Nvda . He has no clue how Nvda is leading the tech. trend . 99% Analyst from Wall Street miss the one year target price .I think Nvda will double next year,
NVIDIA Corporation (NVDA) its dominating the AI NVidia $661.60+31.33 (+4.97%) At close: February 5 2024 04:00PM EST. I beat Aswath Damodaran, NYU Stern School of Business Professor of Finance. My prediction is more close now , this is just the beginning of 2024@@brunoradovanovic2408
And this is why he is a professor and Jensen Huang is a genius ceo of one of the most important companies of our time.. this fool wants it to go down to make himself feel better for selling (probably)
In reality who cares, investors don't care. the question is how much cash available the company has. $13 billion in revenue may not be real. Anyway pump it, i win.
Surpassed 950. I love to come to old videos and run into your face
Over 1200 now 🤑
I smell another Tesla.
We'll see who was right in five years.
@@KilgoreTroutAsf well you won’t see me. I’ll be on my yacht by then with no time to waste on CZcams.😜
This video aged well!!! Over $1000 right now...Oh, I think I'd be "comfortable" buying it at $150. But that's just me. I live on the edge!
its at 624 now
2/22/2024 = 775
900
1150
It’s 725 yesterday.
5 months later is at $594.91
It's well over $600 now! It's incredibly difficult to put a valuation on a company which is growing so quickly. The P/E ratio is something like 75 at the moment but who knows what that valuation will be after their next earnings call - remember its revenue grew 200% in a year last year and that's before the huge order from Meta was announced!
710 now@@JP1234815
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
He owns NVDA and says fair value is 240. He is honest about the valuation.
Truth
If he believed he was holding a stock overpriced by this amount, it would be an easy sell. The fact he still owns it is suggesting there is more upside left in his mind. Else, he is stupid. And I doubt it is this.
Hes wrong
He owns puts
The forward PE would be 12 at that price... which would be cheaper than non-growth stocks
$240? It’s $550 today
Interesting way of rationalising away the concept of Mark to Market !
Market Summary
>
NVIDIA Corp
771.98 USD
+97.26 (14.41%) today
Feb 22, 1:12 PM EST • Disclaimer
Price is what you pay. Value is what you get.
Risk comes from not knowing what you're doing - Warren Buffett
You get what you pay, valuable stock.
If it hits 240 I'm going all in
You're thinking too small. I'm taking out a loan.
There is ZERO chance that it will go back to $240 . This exspurt is a crank.
If there is a company to think is it double what you think, you sell it. Period. You can find 200 other companies that are much better right??? This guy man.
I have much respect for Professor Damodaran!
The dude is gold for those who know how to value wisdom.
You're just a clueless groupie who has no idea of the subject matter.
Awesome advice. So true. These "equity analysts" will advice to buy NVDA at $470 and will put sell rating at $120.
This aged well. It’s now 700 bucks.
LMAO. $800 now
1150
Nvidia is $1139 today 5/28/2024. This did not age well. Reminds me of what Warren Buffett said about “the experts”.
Is he still teaching, in a business school? Do students listen what he blabla?😂
The fact that this guy is not willing to sell his Nvidia shares when he believes fair value is $240...almost 50% lower than the current price, goes to show that trying to value stocks is a completely pointless exercise. If you are not going to act on your analysis, why bother? Just buy whatever companies you believe in and hold it.
I am aware the Livermore had this concept of "If I am not buying- I am selling"- but look where it landed him. It is a good idea to have a bit of humility even if you are an expert at valuation like the Prof. Accepting that there could be factors beyond your calculations. All we are attempting to do with valuation is to have a higher probability of success- not a guarantee to anything.
You deserve a trillion more upvotes than you currently have, it is _the_ truth. The market keeps on showing it does not understand exponential growth, puts too much emphasis on current PE and not forward PE, and the analysts are lagging so hard behind with their price targets, it's comical. I mean a price target is what it's supposed to be worth in 12 months from now, but they can't even properly catch up to the current stock price of Nvidia.
YES!!! Thank You. Nvidia is $1139 today 5/28/2024
@@leroy7647so how do you explain the 3 trillion dollars of market cap? There isn't a 3 trillion dollar total addressable market for nvidia's products really
Which then Sir is the rightly valued stock in this market?
Looks like he learnt his lessons by selling generational stocks way too early because the price ran up but missed a lot of run on the stkck.. Good to know that he is holding..
He sold half at 400+.
good for you Mr. Dean of Evaluation, good luck
If he would "really believe" it is worth only 240, he wouldnt be holding to his shares. I am calling bs.
This is the same joker who said tsla is worth 90...
Tesla is worth around 48$
He’s too generous…nvda is worth 120 a share.
tsla $87
NVDA is worth $180-$210
Question is not that he is right, question is are markets efficient and are able to put right price to every stock? US markets are heavily distorted and has been for over a decade. P/S was a new metric invented just to give a measurement to the wild wild west vaulation. Back in the days we only talked about P/E and cashflows.
You would hope your video ages like a fine wine. This one has aged like milk.
Two months ago, he said it worth $240, and he said he might has underestimated company's revenue.NVDA just released earning that blowed away all estimates for past quarter and next quarter etc. He needs to update his evaluation accordingly
Remember, DCF calculations are dominated by terminal values, so in NVIDIA’s case 95% of the price is tied to whether NVIDIA will grow earnings +10% a year decades with high profitability. Because that’s what is built into the price by analysts making these DCF calculations. One quarter their earnings were higher than expected moves the stock price 20%? Now 10 dozen quarters to go for NVIDIA to be a bonanza investment, for the holder to compound money at +15% per annum. But Guess what happens when they miss earnings once? Or twice? Or three times?
@@sakarikaristo4976 It's not just one ordinary quarter's earning. It validated the AI story and NVDA can grow much faster than what he used in his calculations.
here's a question, why didn't NVDA stock price jump up and stay up after that massive revenue beat?
The stock has been up, albeit modestly. That's healthy. What's the point? If a stock doesn't trade straight up then it's only worth half of its price?
@@baydanceeng8219 He has came up with this calculation based on the assumption that Nvidia will have 100% of the market share of the projected total market size of AI- if I am recalling correctly*
Craze is exactly the phrase
Haha Nvdia at 700
Let's see your valuation.
Vos vidéos sont géniales !! Je fais partie de vos téléspectateurs et je regarde vos vidéos ces derniers temps. Je suis intéressé par le trading, mais je n'arrive toujours pas à trouver le bon trading dans lequel m'engager. J’apprécierai toute aide ici.
Oui, c'est vrai, on parle beaucoup d'investissement ces derniers temps, mais je suis nouveau et aussi curieux de savoir comment commencer. Quelqu'un peut-il expliquer comment investir et par où commencer ?
Selon moi, investir ne consiste pas à devenir riche mais à acquérir une indépendance financière. Je m'appuie sur des stratégies provenant d'une source qui assure mon dividende mensuel
Comment puis-je me connecter à votre source pour obtenir des conseils de réussite ! ?
Mme Shana Heckel
te le gm
Ive held Nvidia since 2012. I wouldnt sell @240. My average price is 4 bucks per share for Christ sakes! I'll ride or die
Nice!
I hope you sold some at 500... as what goes up will come down.
How would you feel if the stock returned to 4?
@@ask_why000 nope! Ride or die. I'll pass it onto my family. Stock market's just a game to me
@@MinhPham-vg6bw You lost a couple screws playing this game
How many shares?
700 now
Aged like milk lmao
Looking really good in January 2024!
Yikes, crap prediction.
Finally, some actual proper valuation.
Didnt work out
really?
@@defithenorm yes. He owned the stock and said it was overvalued. It still is.
804$ @@duffduck
Its still going up
basically he has no clue and got lucky buying earlier
Aged like milk
If ppl thought they wouldn't sell im, they were mistaken 😢. However I'm still interested in this story
Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I'm buying more now, and I will buy more when it drops further
As a new investor it's always great to hear from a person who has gone through all the difficult times and come ahead of it. It's unnerving to see your portfolio go from green to red but as mentioned if you have invested in quality names just have to keep adding to them and stay the course
I agree. Based on firsthand encounter with a fiduciary counselor Lisa Angelique Abel i have $385k in a well diversified portfolio which has grown by 3x with compounding, venturing doesn’t necessarily boil down to money but you also have to be informed, be patient and back it up with good hands
Thanks for this tip, i did a quick web search and i found Helene, i sent her a mail, i hope she responds soon...
🇺🇸the US govt banned sales to China. Nvidia hemorrhaging profits. NVIDIA, coreweave, and blackrock together is doing Pump and DUMP! 😂
Cap
Wonder what he’s thinking now lol
it's at $700 / share dude.
How do you like me now?
Im happy he shares his knowledge for free
This guy misses the boat
I’d like to know what he thinks APPL or AMZN is worth.
800 now. this is the same dude saying to stick with the Dying Apple, even tho they just cancelled the car project and are super late on the Ai game.
He's a value investor. It's definitely overpriced and Warren Buffet warned people not to listen Wall Street pundits. Appealing to authority is why so many retail investors get burned and end up holding the bag.
This post didn't age well. 🤡
The way their earnings grew current valuation is justified
$1050 now Mr. dean of valuation 😂
My estimate is closer to $175/share, but hey, you can pay what you think it's worth.
nvda forward PE 24, S&P 500 forward PE is 21. AMD forward PE 37, do the math LOL
Someone talking reality now👍👍👍
Sharp guy
Lol, this aged well
I think the professor is 100% right, but after the Stock-Split! He was just too much of a visionary told us 9 -10months ago, that NVIDIA is going to be worth $240, after the $tock-$plit ! Thanks professor, your advice gave us a 10 bagger within 9 months. 😂
Also, if you aren't going to pay upfront, it means you don't know much about investements and valuation.
I am a finance major; to value a company, we discount the future cashflows to NPV (Net present value), meaning, you DO pay up-front, in anticipation of the future earnings...When are you gonna pay the price then? when the stock has gone up another 100 times? then? It is cheap NOW, so buy NOW! not tomorrow! not next year, but NOW!
@irshviralvideo FYI
aged well....
Wow , this aged bad.
He is Aswath is 100% right. AI hype is same like DOT bubble hype n eventual crash as per experts. Nvidia is way overpriced with 115 PE ratio. This hype bubble will burst eventually
The DOT COM crash has no parrallel in NVDA. CISCO never had the turnover to justify its price unlike NVDA.
Great! now he did recognize AMD as a compitator however, when he was talking earlier he never mentioned AMD...
AMd is a what?
It was interesting to hear him say he “got lucky” since buying NVDA. So much for his educated analysis! 😂
He got in before the AI mania based on his calculation that Nvidia was undervalued at the time(2018 I think), but he did so without expecting what followed
I don't believe this will see 240 again
You will be lucky if the does happen again
Sold everything. Bubbles rhyme.
Dean of valuation? It’s above $850 now.
For me, HOLD = BUY.
The problem is: They need more investors willing to overpay for the stock for it to continue to rise.
And if dude wouldn't buy at these prices, why would anyone?
Why not wait until the stock price returns to 240 or below...? Below even 150...?
LOL
LOL..here is your BELOW 150$ chance
Prof Damodaran is not good evaluating disruptive tech. He totally misunderstood Tesla 10+ years ago. He was negative on NVDA after the 1st Q earnings when price was below 400. NVDA has a long product cycle that is global. Besides MSFT, GOOGL, META, AMZN, etc there are multiple companies worldwide that will be using its tech starting with medical industry, defense, etc. He is not sure and got no clue about NVDA... that is why he sold half his position while back. Nothing wrong with that.
You are so right, listen to this guy's pseudoscience you will miss all the stocks worth holding.
Its at 497 right now
1k usd per share. There is a reason he is a professor not a multi billion hedge fund chairman
By holding your shares at this level, you ARE paying upfront a premium price. You are contradicting yourself big time, PROFESSOR!
I disagree, you have to remember he's sitting on massive gains, so if he were to sell he's be disrupting the compounding
He said he sold half in an interview I saw.
His analysis is right on the nose, this is one of the few sectors where I am an expert.
he isnt selling more because of taxes he said in other interviews
No, he's not contradicting . He's right because he's growing the compounding, massive gains with compounding
I got a fair value for NVDA at $280 even $300 is a good price for NVDA
Now its at 600.
@@celcorsystems1890 Yes I bought it when it was $90
Now it is 700 @@celcorsystems1890
Data center infrastructure $1 trillion+ and needs to upgrade to Nividia product asap ….
Prof AD and Tom Lee are always the most rational and intelligent guests
groupie .
He trying to crash the price to buy more . Smh
ARM will be listed soon, competition is coming
competition will eventually be coming but if you’re at all interested in either stock or the space in general I suggest looking into what ARM actually make / sell, they’re not in competition with each other
Spoke like a Professor. I love hearing to him, huge fan. However, he does "spoke like a true professor - textbook". I draw analogy from healthcare domain.
E.g: Newly approved Alzheimer's drug lequembi comes with a significant yearly $5 billion cost, raising concerns about patient access and healthcare affordability. Per patient, a prescription may cost $19,500 per year including $11,000 in of out-of-pocket expenses.
When you question the rationale behind that pricing, the argument would be there cannot a definitive price tag anyone can put on a human life.
So NVDA have a tech without which its impossible to say do DNA sequence, a key breakthrough for preventing/correcting genetic mutations, how can anyone use any usual model to arrive at the valuation number ?
Automous driving is statistically proven to have reduced fatalities. So NVDA is solving that at the center. Would anyone include the cost savings into the valuation equation let alone the fact that one cannot put a price tag on saving N humans lives ?
2020 - 2023 is turning out to be a significant point in human evalution and I am not sure if sticking to last decade thesis is going to stick going forward.
Also, NOT a NVDA stock holder 'YET'
Side note: I reckon, we can even apply the same analogy in valuing an employee for compensation purpose beyond the standard grading bars.
aswath is a very smart guy
nvda biggest bubble on wall st
We have no idea how large the AI market will be yes. So I wouldnt base any analysis off that
It’s worth as much as the people believe in it. That’s because we’re talking about a corporation that almost solely powers AI. AI is going to take over humanity. I’m praying that AI will see that I invested money into NVIDIA and spares my life when they wipe out humanity.
Rosenblatt Securities just gave it a 1100$ price target, not for 2040 or 2030, but for 2024. For those who don't get it, that would make it bigger than Apple, which makes 400BN in revenue.
You don't need something more advance than a primary school graduation to understand this is a clowning story that's gonna have a terrible end.
But aapl hasn't grown for 5 years. So aapl is basically a bond, not a growth company. Aapl is way overvalued.
Too low. It should be $25000
@@davidelet3652 are you serious? Apple literally went from 40BN of profit to 100BN in the last 5 years, like... that's literally the biggest growth of profit in history and you just defined it "no growth". That tells a lot about Nvidia bulls.
Well said
Well, amazon is going to 600b revenue and almost the same cap as NVDA. But we have to look at margins as well.
Due to this AI revenue growth, NVDA spiked to 71% gross margin. Apple is near 40%, and Amazon's is a joke.
NVDA, due to the AI gold rush, can basically demand any price for its GPUs, and there is no end in sight. Their COS barely went up while revenue are doubling. This can go on for a decade or more.
Is it sustainable? I doubt it, but do not doubt nvda near term.
maybe This Professor guy should learn a thing or two about the investments, and especially, about VALUATION!
right now their chips are on 2 nm architecture which work with lowest possible power consumption, and has the lowest latency (highest speed), but all applications will not need this, applications where more power won't make much difference, or a little more delay in operation is okay - then similar chips can come in 3, 7 or even 10 nm of which plenty of capacity is available. ALSO there is a huge talent pool in designing these chips... and most companies have good idea how to go about it.. so Nvidia has about 12 to 18 months before it faces stiff competition
why is it that competitors such as AMD can't compete? AMD got better in CPU, surely AI/GPU based isnt that hard?
He said it in the video: Nvidia is just quicker and more opportunistic. Not better per se@@zo9fg
the dean doesn’t understand technology - sad but true
$240 a share for Nvidia.This guy definetly has his weed mixed up with some some $hit!
50% discount...............$240 ++can buy and hold..........since it is earning $$$$
Wrong
I don't know why experts/people make a distinction between buying and holding!???!
I mean, if you are holding a share, you are essentially buying it at that price as you can always sell at that price and the money will be in your account. It seems as if the present investment decision is being based on past investment decision which makes no sense at all!
Nobody knows exactly what will happen, so I think at this point he feels it's casino money as he's up big. Plus, he booked profits on half of his position. Would you rather give up gains, or be down 50 percent on money you invested?
@@BadBackOz
I don't know how that answers my question.
If you are holding it doesn't mean you buy at that price, what is wrong with you? The richest people of the world are holding a lot of the equity in the companies they founded because they simply don't consider that stock as a trading object to bank a short profit. They HOLD as it doesn't make sense to sell just to look for another opportunity to invest.
He believes in Nvidia as a company given their ability to identify markets before it emerges. So he believes Nvidia will keep repeating this success story. But he recognizes that it is an assumption. To buy a stock it must be undervalued as it currently stands. But he believes it is fine to hold a stock as long as you believe in the ability of the company to keep making right decisions in the future as it did in past
Banks wouldn't loan you more than 5 times your pay for loans. Company is not going to pay you more than you are worth. But to buy Nvidia you need to pay 245 times. Ridiculous.
How many shares does he hold?
Three fiddy
@@morebullishthantomlee 5
Biryani meant 420 of course
Supply and Demand….
Fundamentals who needs them.
Fair value ? 60
Best is to diversified and balanced portafolio. There are thousands of stocks to invest in. I own NVDA and will ride it and been for many years and trading and long term investing should be separated in my opinion. So is never smart to leave all your eggs in one basket
He has no sense , to say that Nvda will drop 50 % , and then he said , he can not buy Nvda even at 150 . it seems to me that this guy its buying calls option on Nvda . He has no clue how Nvda is leading the tech. trend . 99% Analyst from Wall Street miss the one year target price .I think Nvda will double next year,
You think wrong, and he is likley more close and right
NVIDIA Corporation (NVDA) its dominating the AI NVidia $661.60+31.33 (+4.97%)
At close: February 5 2024 04:00PM EST. I beat Aswath Damodaran, NYU Stern School of Business Professor of Finance. My prediction is more close now , this is just the beginning of 2024@@brunoradovanovic2408
And this is why he is a professor and Jensen Huang is a genius ceo of one of the most important companies of our time.. this fool wants it to go down to make himself feel better for selling (probably)
Wait 9 months to get at 240.
Heads he wins, he says he has the stock tails he wins, he told u its $240 . And he keeps repeating one word LUCK .... it would go back 350-360
LOL
👍
holding half of your NVDA holding and telling nvidia fair value is 240 ?? i mean who calls u a dean of valuation sir?
In reality who cares, investors don't care. the question is how much cash available the company has. $13 billion in revenue may not be real. Anyway pump it, i win.
If ya'll waiting for $240 to buy NVIDIA, good luck.