Nvidia Stock Crashes On Blackwell Delays – Time to Buy NVDA Stock?

Nvidia stock is crashing again on August 5, following rumors that it is delaying shipment of some of its Blackwell accelerated computing and AI systems to customers like Meta and Microsoft. In times like these, it's important to zoom out and look at the big picture. Chip Stock Investors Nick and Kasey discuss how they're handling their top position NVDA stock following the crash, and offer some tips to investors.

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Chapters:
00:00 Market Emotions and Recent Pullbacks
01:09 NVIDIA's Recent Performance
02:46 Impact of Fed Policies and Economic Concern
09:26 NVIDIA's Q2 Report and Blackwell Rumors
16:33 Investment Strategies and Final Thoughts

#nvidia #marketcrash #nvidastock #blackwell #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Nick and Kasey own shares of Nvidia

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[matt.stevick]

I bought NVDA August 5th at the OPEN at $92. I’m a long time large concentrated NVDA holder and also bought more November and October 2022, and spring 2019. I’m literally a retired 41 year old millionaire due to capitalizing on my knowledge of business and Nvidia as a company vs. knowing human fear and emotions making short term reactions in the markets. NVDA is the literal GOAT 🐐 as a company. 🖤💚📈🇺🇸

[onesung]

It is truly one of the few YouTube channels that give sound, level-headed advice!
Very unique channel!

[reggie]

This Nvidia stock price drop is a gift

[dondonnysson]

I panicked in 2019 and 2020. Now I just don't give a fuck anymore. I keep buying. This is a literal fire sale, with the hedgies getting margin called in japanese yen being forced to liquidate. Maybe those hedgies should stick to index funds, since they can't beat the market by trying to hack it lol.

[slimcat]

Not only is the content of the channel informative and entertaining, but I also dig how they speak in the same cadence.

[cyfrowymuza]

you are very right, but what's happening today is also an aftermath of carry trade unwind and what people got to know about Buffet moves over the weekend, and let's not forget about unemployment report from last week

[delightgames]

The Blackwell delay is more than a rumor, I believe. However, maybe it doesn't matter? Just means more Hopper chips get sold in the meantime and plenty of profit margin on those. As Microsoft said, they're demand for Copilot outstrips supply. They have to build out with whatever's available..

[Pierrepadda]

thank you for as usual wise words and sensible ways of looking at ownership in companies.❤

[fivedeadlyvenoms]

With the imminent upcoming rate cuts- NVDA is the closest to a sure thing right now in the market. I would be buying RIGHT NOW if I were you! Let's F-ing GO!

[hafeld]

Great information. I don't understand why you guys are not money managers. You have much more knowledge of your area than the vast majority of managers. And common sense!

[Jason]

Soild information coming from you both, such great insights. I've been buying a little each down day...its a summer sale event

[philmisc]

Great video and timely call for keeping a calm heads during this volatility. A couple of other reasons for the sell-off and vol: (1) expected escalation in the middle-east crisis (2) Bank of Japan unexpected interest rate hike.

[drfirechief]

This good tech buying time. Modern society can't live without tech, those days are past. There might be dips, but... It might be low end chips or very high end processor power for data centers and the infrastructure to distribute the data.

[weho_brian]

for the last 3 minutes, Nick was talking into our souls 😅

[raymondjackson-hu]

Appreciate all the advice and analysis you both put into your video's its obvious the work behind them only decided to buy nvidia first time last week thanks a lot best of luck

[MsLawFi]

Its astonishing how much public sentiment can sway the markets in the face of a company with a solid foundation and evidence that the future will continue to lead to success for the company...sometimes temps me to dump my stocks and stick to index funds! Thanks for being a calming presence in this chaos.

[susantadey]

What stocks do you own other than Semi-conductor stocks?

[ivaylokolev]

Hello
How do you explain QCOM crash ?

[uncomplicatedi]

Look into the carry trade with Yen. The current selloff is contagion and margin calls on extremely leveraged accts

[azulsimmons]

Good time to buy some of these chip stocks you been talking about. I picked up some ALCS much cheaper. I think they have great long-term potential. Every time I hear talk the rates are too high just reminds me how many of you younger people have been raised to think low interest rates are how it's supposed to be. Money should not be cheap forcing everyone into the market to get returns. 5 percent is more where interest rates should be all the time or more. I'd be absolutely fine if The Fed kept the interest rates in the 5 to 8 percent range forever. They started this dropping them super low making money cheap to borrow and use in the market fairly recently. It had not historically been this low. This whole generation of investors grew up thinking low interest rates and cheap money is the normal way an economy operates. It's more of an example of bad management of money and the economy by The Fed and government. I heard the cause of this stock market crash was a bunch of global investors borrowing heavy in Japan and buying dollars to use to buy stocks, then when the Yen strengthened they were margin called and had to pay the debt causing massive selling to payback margin. Another byproduct of interest rate games by central banks.