Steve Eisman Says ‘Nvidia Story Is Going to Last for Years’

Steve Eisman, senior portfolio manager at Neuberger Berman Private Wealth, says “if you look at the chart on Nvidia, you can barely see the correction,” as he expects the stock to be relevant for years to come.

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[keithb]

That is the best piece of financial advice I've ever heard.

[aguyinavan]

00:52
"Shorting a stock solely because of valuation is a death wish."

- Steve Eisman

(The story is far more important that fundamental evaluation)

[cya]

Thats what i keep saying. If AI, LLMs are here to stay (and it surely seems like that), nvidia is the leader for years to come. If you wanna belong to the best in class, you need nvidia. No way around that. And that business is so complicated and money intense, you cannot just copy it. Its gonna take you many years to even catch up and nvidia wont stand still. Obviously.

[rolandnelson]

Shorting due to price is death wise is a greatline. It’s true.

[noremacmada]

1:23 - Theory: Steve Eisman on what it takes to short something

[albertinsinger]

As long as buyers are willing to cash out a fortune for the latest chip. Nvidia will go up. But will buyers skip a chip? Cashing out $70, 000 for a Blackwell chip is a hefty sum.

[bytemuncher]

"Nvidia Story Is Going to Last for Years". They said the same thing about Cisco in 2000.