Investors are getting excited about Nvidia again, says Bernstein's Stacy Rasgon

Stacy Rasgon, Bernstein senior analyst, joins CNBC's 'The Exchange' to discuss outlooks on Nvidia, whether strong expectations are justified, and more.

[byrrongardner]

I've been an investor in Apple, gold, housing market as well because I strongly believe in them, I've always believed in the stock but now I don't know if to re-distribute my portfolio and put some money in Nvidia or Tesla especially now that we are experiencing a market correction

[HarunTosun-wgrc]

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

[annaj.osorio]

If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

[Linette-g-y]

It was stupid of me to sell $76, 000 worth of NVDA stocks without reinvesting. (Buying bonds or CDs is not for me). I’d rather stay 100% cash, or are there any other stocks that can 10x in 6 months? I have 270k ready to be reinvested..

[matthew.m.stevick]

it absolutely will continue as long as the sun ☀️ comes up. check back on this message in a year.

[Sylvia-fh]

*Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Mary, and her helpful guides.*

[frankedwardark]

AI stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

[AccC-cd]

Wake up fool. Nvidia was priced for beyond perfection and nothing you said is increasing the margins. How will stagnant earnings growth justify any more share price to go up?!

[AustinFred-hdsf]

Thanks for keeping us updated! I feel sympathy and empathy for our country. low income people are suffering to survive, and I appreciate Craig Evans. You've helped my family with your advice. imagine investing $30, 000 and receiving $95, 460 after 28 days of trading

[stocks]

Few weeks ago this guy had a 27-30 price taget on 2030.Changing his mind very quick.If you comment on this video, the post gets another Youtuber who thinks he has some knowledge....they are all the know nothing

[bhupesh]

This rally will break ATHs of $140s followed by consolidation and after another blockbuster earnings we will see $150 plus and in a year or so $200 coming!

[Running_injuries]

i think it's crazy/insane almost everybody is on top of TSMC for manufacturing when there are hardly any other options. they are like peasants (who DON'T own anything) on TSMC's 'lands' -- at TSMC's mercy while designing chips 'there'

[YaoAnne-jg]

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.