'You Have No Idea What's Coming for Nvidia in 2025' – David Tepper

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The key points of the video are as follows:

* David Tepper, the founder of Appaloosa Management, discusses his views on Nvidia, energy sector, and the impact of the election on the market.
* Tepper says he sold Nvidia because he thought the stock price was too high. He acknowledges Nvidia is a great company but is unsure about its future growth potential.
* Tepper believes natural gas will be a key component for supplying energy for new technology.
* Tepper prefers a split government (split between Republican and Democrat) because he believes it will lead to a more balanced economic policy.
* Tepper thinks the market has already priced in the expectation of a split government and it won't cause a surprise.
* Tepper says he is bullish on Meta because he believes the company will benefit from the development of new models. However, he is unsure about how much growth is left in the stock price.
* Tepper is not afraid to invest in AI indirectly but is skeptical about directly playing AI because he believes it is difficult to predict the future of the technology.
* Tepper thinks China is the biggest thing investors need to understand because it has implications for bonds, currencies and stocks.

In addition to the above, Tepper also mentions that he is bullish on the US economy and that he believes the Fed will be able to avoid a recession.

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***THIS IS NOT FINANCIAL ADVICE IT IS JUST AN OPINION! WE ARE NOT EXPERTS! WE DO NOT GUARANTEE A OUTCOME WE HAVE NO INSIDE KNOWLEDGE! PLEASE DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT!
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i have 18000 in calls that are down rn. i hope nvda is at least in the green next week

robloxnoob-wwcq
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NVDA hasn't been selling to China, there's been a ban for some time so nothing to worry about but making sure USA is focusing on USA stocks and we are good 👍🏽

ListenAnObserve
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!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated

IbrahimKone-ixqi
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When he says he’s not that smart, he’s being generous. When he says he’s not partisan, he is lacking candor. He missed on NVDA, which he admits. He says governors will never let nuclear back online, which is unrealistic. Bottom line, I felt if I listened to the end, I would lose intelligence. I’m from Boston, so I’m giving him a pass on enunciation..

jayjohnson
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China will not buy nvda chips anymore. So be careful about it.

AshrafulAlam-zwxw
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Take a shot every time he says NUUHHviDiUH

lamarvisarraga
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What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio..

ChengHao
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It’s hard to contradict David Tepper, who I respect totally, but I think Nvidia has at least till 2028. And should see a 30% growth per year for the next 3 years.

albertinsinger