NVIDIA's $1 Trillion Valuation: Justified or Overhyped?

📈 NVIDIA's blistering rally made it the 6th largest company globally with a $1 TRILLION valuation. But is it justified?

🤔 Does NVIDIA's valuation hold water? Why is NVIDIA so popular now, and what factors have propelled it to the top? Should you invest in NVDA stock after such a rally?

This video is a must-watch for anyone interested in NVIDIA, the AI industry, or the future of technology.

🧬 Discover the company's future-focused strategies, like the NVIDIA DGX Cloud, NVIDIA AI Foundations, NVIDIA NeMo, Picasso, and BioNeMo, and see how NVIDIA plans to revolutionize various industries through AI.

We touch on how NVIDIA has evolved over time:
📊 How NVIDIA makes money.
💰 A look at NVIDIA's financials.
🎮 The cyclicality of its gaming segment.
⚙️ Its burgeoning data center business, leading the charge in the AI revolution.

📈 We'll also take a close look at NVIDIA's financials, discussing whether its valuation is as inflated as some believe or if it has room to grow. Hear insights from industry experts, compare NVIDIA's progress with other industry giants, and form your own conclusions about NVIDIA's future prospects.

📚 For those new to the semiconductor industry or puzzled by terms like CPU, GPU, and TPU, we've created a 7-minute video where we dive into the bottom of the AI tech stack.

Join tech veteran Stephanie Wong and App Economy Insights founder Bertrand Seguin as they delve deep into what makes NVIDIA tick. This video will explore NVIDIA's strategic moves, from its domination in the graphics and AI industries to its impact on video games, self-driving cars, and solving complex scientific problems. 🧠💡

🔔 Hit the subscribe button and notification bell to make sure you don't miss our next deep dive into the world's most fascinating businesses!

⏱️ Timestamps
00:00 NVIDIA's blistering rally
00:40 The "iPhone moment for AI"
01:33 The $1 Trillion Opportunity
02:12 How NVIDIA makes money
03:09 Cyclicality of the business
05:25 Product innovation
08:00 Competition
09:07 NVIDIA's financials
10:20 NVIDIA's valuation
12:00 Thinking in bets

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* Please note any statements made here reflect OUR opinions and not our employers, including Google.

[Balmung]

why do you guys keep saying gaming that made NVidia profit last year lol last year or even 2021 mining was the one making all the gpu prices inflated not gaming and right now nvdia needs to survive now that mining is gone, the investment is not clear yet lol ai is good but it wont be fully functional until 5 years, most played games right now dont need powerful gpu and the second hand market is flooding, even amd is making a lot of profit.

[SynergyOfTwo]

Note Nvidia doesn't differentiate gaming and crypto as they have no way of knowing retail consumers were buying gaming GPUs for crypto mining. Nvidia's gaming revenue share dropped as soon as interest rates rose because crypto values fell as liquidity fell.

[adamsullivan]

NVDA valuation currently makes zero sense to me. I think it’s massively overvalued currently.

[ukhalid]

Video is too optimistic about NVDA, AMD makes similar chips, TESLA, GOOG and APPLE are working on their own AI chips so pretty soon air will leave the bubble. Not to mention driver of mining from previous two years is also gone.