NVIDIA: Take Profits or Double Down?

Today on Dumb Money, is it too late to invest in Nvidia?

[AmandaStewart]

I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Kathleen Chandler

[ronmatthews]

Everyone who thinks that the Nvidia stock price is too high now are probably the same people who said last year that when Super Micro Computer and Meta went up to $ 200 the stock is too expensive now.

[CarlosMarulanda-ff]

Jenssen, the godfather of AI is the best CEO in the world. Nobody comes close to his expertise and delivery. It is just insane.

[jhunt]

I love Nvidia as a company but missed the gains over the past year. If Nvidia has 2 trillion market cap. So what are we saying, its going to 4 trillion? That's only a 1x return. 12 trillion, thats a 5x. Maybe it will happen. But aren't there better buys?

[davebohm]

selling all tesla for nvidia is a bit extreme, why not make it half half @dave?

[loctobert]

Thank you guys for a very interesting conversation. If NVDA is the check-point for MSFT AMZN and TSLA, then is TSMC the chock-point for NVDA, in a world of chock-points?

[munnabhai]

Nvidia’s threat to Tesla would make Elon double down on its Optimus and FSD. He performs best under the threat and risks. During manufacturing hell at Tesla he used to sleep at Austin factory and now he might be sleeping with Optimus at the lab.

[PassiveFIRE]

Considering the size of subscribers, this length of video really needs timestamps to be useful.

[richinvancouver]

Software (Nvidia) companies do not play nice with Hardware (Humanoid bot) companies. The bot guys should NOT want to get tied to an ecosystem they they don’t control when it’s so integral to their success. See Figure AI and Open AI investment. Sure they use the chips but own the AI backbone architecture. In the short term these companies pump the Nvidia connection to benefit their positions but makes no sense long term.

[aw-zjdp]

The thing that we're all talking about - that chip demand will slow/run out, other competing chips coming in - is surely the first thing that Nvidia is itself thinking about. They'd be monumentally stupid to not be guarding against exactly that and they don't seem stupid.

[nissanp]

How does this trading stuff work? I'm really interested but I just don't know how it go about it. I heard people really make it huge trading..

[Aarrenrhonda]

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%.

[Curbalnk]

Been beating myself up a bit that I sold my 53 shares of NVDA at $303 each back in May 2023. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.

[mydutube]

It's not Nuh-vidia. 
It's En-vidia. Jenson calls it that, other leaders and employees at the company calls it that. Not Nuh-vidia :D

[mythbuster]

I heard people say NVIDA is a bubble since it’s only over $200 a share and now I still hearing that. But I don’t care, NVIDA has saved my account.

[mfpears]

My favorite part was when it sounded like Chris was building up an extremely compelling point and was about to say it but then got interrupted by someone with something mundane. I guess that happened about 4 times but they were all the best

[XcellentTrader]

I like how appalled Chris was when Jordan said "aint nobody got time for that". Are you freaking kidding me? Chris should be appalled - with both of you. I sure do appreciate you Chris! Great job!

[Dana-eepb]

I sold all my $TSLA and bought more $NVDA last December. Sometimes I amaze myself, lol.

[jhunt]

Would love to hear your thoughts on how Nvidias Humanoid product offering compares to Teslas technology.

Nvidia provides 1. Compute. 2. Training stack. 3. On board chips. (With the training stack allowing simulation, teleoperation and video mapping)

Tesla has 1. Dojo supercomputer. 2. Training stack (has teleoperation, has simulation training but dont knwo hwo that compares to Nvidias Omniverse, has mocap training don't know about vidoe mapping but thats surely something Tesla can cook up.) 3. Has FSD chips.

Teslas advantages could be their bot hardware, their experience in mass manufacturing, their solar and battery energy business which can lead to cheaper training compute, largely vertically integrated so they don't have to pay Nvidia for hardware or software outside of GPUs.

[SuvviSanthosh]

You guys are right👌 the whole world is building on NVDiA architecture. Don’t sleep on NVDiIA