Nvidia's margins are 'heads and shoulders' above competitors, says 3Fourteen's Fernando Vidal

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  • čas přidán 21. 05. 2024
  • Fernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk Nvidia's quarterly results.

Komentáře • 37

  • @donovantobs
    @donovantobs Před 28 dny +48

    I agree that many 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

    • @Monicamonasky-
      @Monicamonasky- Před 28 dny +1

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • @AmithKaury
      @AmithKaury Před 28 dny +1

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    • @frankedwardark
      @frankedwardark Před 28 dny +1

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      @AmithKaury Před 28 dny

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      @frankedwardark Před 28 dny

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  • @briantep458
    @briantep458 Před 28 dny +12

    this guy looks too scared to invest in AI

  • @528sunchaser
    @528sunchaser Před 28 dny +6

    Vidal seems to think AI is just going to follow some linear path without considering that someone as smart and visionary as Jensen Huang will both invent and position Nvidia to stay well ahead of the curve. Eventually this guy (Vidal) will be right, but not anytime soon - and look what he’s already missed out on by not understanding this market…

  • @halfMTstudios
    @halfMTstudios Před 28 dny +6

    He's just saving face because he was so wrong before.

  • @shaochiavang
    @shaochiavang Před 28 dny +12

    $1,200

    • @HeroDai2448
      @HeroDai2448 Před 28 dny

      in 1-2 months imo

    • @tellusrs7773
      @tellusrs7773 Před 25 dny

      @@HeroDai2448 can easily hit at some point up until stock split

    • @HeroDai2448
      @HeroDai2448 Před 25 dny

      @@tellusrs7773 possible. I think 1150 before split is possible but then a pull back for sure

  • @PeterSedesse
    @PeterSedesse Před 28 dny +3

    Dude was bearish on nvidia last summer....he should never had been on tv after that

  • @dacmusr2260
    @dacmusr2260 Před 28 dny +1

    He says inferencing will require less….😅

  • @crawfish91
    @crawfish91 Před 28 dny +1

    he does not realized that last quarter, inference was about 40% of their revenue

  • @felizh82
    @felizh82 Před 28 dny +3

    He is sitting there and saying things I don't think he knows what he is talking about~

  • @raynovicio7332
    @raynovicio7332 Před 28 dny +2

    wow that guy is a bear on nvdia

  • @hbomb65
    @hbomb65 Před 28 dny

    his sense of being says it all, tight cub, very tight cub...

  • @runningdonut
    @runningdonut Před 28 dny +1

    bro is so shook he can’t even get the words out. Let this be a lesson to anyone fading Jensen

  • @alanreyescreative
    @alanreyescreative Před 28 dny +10

    laughing at the bears.

    • @HeroDai2448
      @HeroDai2448 Před 28 dny

      they still think it’s going back to 500 😂

  • @maguilla
    @maguilla Před 28 dny

    Split baby

  • @MeMy.I
    @MeMy.I Před 28 dny

    Modern day Miles Dyson from Cyberdyne Systems (Skynet)🥴

  • @MMoxie-lb4iv
    @MMoxie-lb4iv Před 28 dny +3

    Fernando does not appreciate the moat that Nivida has.

    • @HeroDai2448
      @HeroDai2448 Před 28 dny

      just mad that he missed the bus 😂

  • @leechen7235
    @leechen7235 Před 28 dny +4

    Fernando was wrong and clearly he lacks the vision about the future AI. In AI, we are like 1980 PC industry, there is at least 30 years of growth and progress ahead. Nvidia is not about AI chips, it is a complete software/hardware/networking ecosystem, there is no alternative today, no alternative in the next 2 years, not likely in the next 5 years.

  • @lujun823
    @lujun823 Před 28 dny

    He is definitely not very happy with todays nvda move. Maybe he or his customers shorting?

  • @HeroDai2448
    @HeroDai2448 Před 28 dny

    this dude is a bear 😂

  • @zhuzhang-qe8sl
    @zhuzhang-qe8sl Před 28 dny

    I glad to have an adviser who is excellent in what he's doing , you changed my entire life and I will continue to preach and song your praises on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Bruce Murdock Advisory!!!!..

  • @leechen7235
    @leechen7235 Před 28 dny +4

    There is no reason that Nvidia is not the most valuable company in the world. The growth, the expansion, the potential, the earning and the dominance. The AI is still in its early stage

  • @darrellshirar4411
    @darrellshirar4411 Před 28 dny

    This guy is a negative bum

  • @scienceguo
    @scienceguo Před 28 dny +2

    it is the peak now.

    • @HeroDai2448
      @HeroDai2448 Před 28 dny +1

      keep crying. It’s going to 1500

    • @scienceguo
      @scienceguo Před 27 dny

      @@HeroDai2448 EPS 5, price 1000. ThePE is 200 quarterly, and 50 annualy. Do you like to invest a 2% ROE product? and the growth is not continously due to the Google, Meta, OpenAI start their own NPU and GPU design.