Why Dan Ives Says It’s Still the First Inning for Nvidia

Downtown Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, and what it would take for anyone to catch the AI leader.

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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[MathGPT]

The balls this man has, to have this in depth meaningful conversation while wearing those glasses. Bravo sir

[elviegoodness]

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.

[kp]

Loved this convo, 2 of my favorite analyst. Now invite Tom Lee for a talk please

[stevesteve]

This is an excellent video. I love both the Host and the Guest are very precise and to the point. It is outstanding conversation.

[farsh]

Thanks for bringing him on! Dan's views have been correct over the past few years.

[jeffreyvolyn]

Ives and Brown. Two big personalities aligned to the monsters of Tech. It’s always the ecosystem that wins not the product. Sum of the parts!

[davidwysocki]

Excellent discussion with Dan Ives. Thanks, Josh!

[rock_oclock]

We hear from Dan on CNBC, but these are just 5 minute segments max. I like hearing him go in-depth to explain the why and how. Cheers Josh!

[donovantobs]

cool, two favourites. anyways, Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[CrystalJoy-]

I agree that many people are considering NVIDIA 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

[yianis]

Both of your opinions and analysis are very much appreciated and respected! Very few out there I can say that about...

[gregoryivesdolbyatmosmusic]

Dan Ives and Josh Brown are the best IMHO!! Hey DAN!

[aquaman]

So many nuggets of gold listening to you guys. Thank you

[pauldandrea]

Great show. They make me feel like not such a complete idiot for putting most of my investment $ in NVDA.

[zevinvest]

This is the best version of Josh Brown. This is a great interview.

[AgentX]

Jensen Huang is the real boss! Started out washing dishes in restaurant in college and look where he is now!😆

[xxxs]

Thank you both for a great episode on a market holiday.

[allstarsports]

I love listening to Dan Ives he is equally informative as he is entertaining

[DonMacy]

Love your sunglasses just like your witty brain Dan. Thank you man!!

[JohnKimmell]

Two of my favorites! Not only because they both bring great insights but they both seem like good human beings!