Why Microsoft has a 'meaningful ways to run,' analyst discusses
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- čas přidán 28. 06. 2024
- One of the dominant forces on the S&P 500 (^GSPC) is Nvidia (NVDA). The tech giant has seen a record-breaking rally, but should investors continue to buy at its height? Theory Ventures General Partner Tomasz Tunguz joins for the latest edition of Good Buy or Goodbye to give insight into how investors should play the tech sector.
Tunguz calls Microsoft (MSFT) a "good buy," citing a multi-billion dollar run rate business in AI, its leadership in enterprise AI, and ample room for growth given AI's limited penetration in Microsoft's customer base. However, Tunguz highlights Microsoft's fraying relationship with OpenAI as a key concern.
Tunguz says "goodbye" to Nvidia, citing the rise of competition in the space. He warns that the company may need to diversify into software, which will be an uphill battle for the company moving forward.
#youtube #Microsoft \
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Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
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This guy is wrong. Without Nvidia, Microsoft wouldn’t have AI. Since gaming cards AMD has always chased Nvidia, this won’t change. If Elon gave up on competing with Nvidia everyone else will too.
Microsoft is currently buying 100% of MI300 chips from AMD that they can get their hands on.
As competition comes in. They’ve been saying that for the past 4 quarters! Jensen is not to be underestimated. As Peter Lynch said, first movers are rarely challenged “I’ll get the next Nvidia” - That rarely works.
Microsoft has more direct competition than Nvidia. Microsoft Azure is what it is because of Nvidia, they’re the foundation of enterprise AI.
The only reason one would take a contrarian position on NVDA is they weren’t holding it early enough.
Probably 😂😂, but some times you have to get out, I 3X my money then I drove CCL to the grown thinking there would be a bounce back after mid 2021. I still see a recession before I see a bounce back for small caps
I already own shares of TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..
I'm sure the idea of an invstment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 580k within 16-months from an initially stagnant Portf0lio worth 85k.
Legal or illegal opportunities?
They are both great stocks to own.
Close. They’re both good businesses to buy.
I like both and including mag 7
why one or the other, I do both.
Confidence: check. Competence: not so much.
Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $136k portfolio and try to keep everything around 10%.
Yes! but still make your own research. And I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Or hire/ work with a good market strategist. Youre safer that way
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
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Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
He lost his credibility when he led with competition for Nvidia. They will lose margin and see meaningful competition in maybe 2-3 years.
Or in 10-15, or 20-30 years from now. 😅
What makes you so sure of that?
@@Tazmanian_Ninja look at their leadership in gpus over the past 5-10 years. Intel can’t get out of own way. AMD is good but can’t break the market. They were winning on CPUs, no software. Broadcom will be successful in their area, but Nvidia moving there too. Jensen claims they have order visibility out for a year. I think that will extend when they announce earnings in Feb. 2025.
@@Ronnieleec don't forget competition from the companies like MSFT or GOOGL making their own chip, like it happened with the CPU
@@dejabu24 Broadcom helps with a lot of that. I own A lot of MSFT, Google and have been buying AVGO.
Entering enterprise AI software business is not that difficult for Nvidia, if it is successful with it's CUDA platform...Nvidia will be unstoppable. In a way Nvidia might be a competitor in AI software development for Microsoft and Google...
Part of me thinks they're both good AI plays here.
This man says "diversify into software" obviously he doesn't know that when you buy NVDA you are buying AMD + MSFT --only better fitting together than running MSFT software on AMD chip.
In all honesty and modesty: I think you vastly underestimate the intelligence of "this man" 😄 Tomasz Tunguz is no noob, and deeply knows his stuff.
X AI is going to really crush the Open AI / MSFT long term with products like robots, cars and LLM that run on less energy as they’re several companies in concert with multiple areas of overlapping technologies
Because... Elon says so?
You know... Elon the vaporware guy... The "over-promise and under-deliver" guy... ?
Why are you criticizing capitalism?
compare msft, crm or even adobe, software, with Nvidia over 5 years-NOT EVEN IN THe Neighborhood. This guy is so not correct. Look at 10 years, even worse.
What do you mean?
Julie you shouldn't wear a dress like that
It's OK with me
@@ulysse9811 she would look better in Hillary pant suit.
@@chrischoir3594 noooo pant suits, please
Buy..Buy..Buy.. NVIDIA.. soon will be 5T company..
😹 You're like the Bitcoin maximalists... Bitcoin "to the mooooooon" 🚀