Why Nvidia Stock Investors Are CELEBRATING Today

Nvidia stock investors are bullish after recent news impacting this AI giant. AMD stock recently announced AI Chips, but NVDA stock investors are celebrating Blackwell Sold Out for the next 12 months.

A portion of this video is sponsored by The Motley Fool.

I have a position on $NVDA $AMD

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

[LawrenceMarkFearon]

When you posted SOLD OUT on X this afternoon I was shocked!. I reposted. I debated. Sold out for a year has explosive implications. I know you're not buying Nvidia but for other investors and traders -Blackwell's sold out status is NOT even priced in. Think about what this means. Nvidia was again able to use it's pricing power to increase the cost per GPU. Profit margins inevitably have risen. Current Q4 guidance is probably way way off and substantially lower than actual results. We only had a week to go from Blackwells "insane demand" to sold out for a year. By the time investors catch on, Nvidia's stock could be past $150. Before November earnings. Excellent work today Jose. That's why I keep your X posts on high alert and read aloud by my iPhone. BTW I see the ad bots have found your channel in the comments lol.

[chimelee]

Great job Jose & thanks for always keeping us updated 👍 First place I go to for Nvidia news! Best channel ❤

[matthew.m.stevick]

straight cooking 🔥 with a long way to go 💚🖤 enjoy the ride and new sci-fi stuff to come

[smorgasbord]

NVidia's been talking the $500B TAM for about a year itself. See its Feb ER call.

[garynicholson]

Don’t want any more buying opportunities. Bought 200 shares and that’s me packed up heading to 200 plus I hope

[Randel]

All jokes aside, this is awesome! Thanks man!

[harveyottinger]

Great presentation. Nvidea is ready to really spread its wings.

[taqihussain]

Hi jose, thanks again for an amazing deep dive . Could you also maybe make a video on companies that would benefit from the AI boom and grow rapidly. I think this would be a great opportunity for your subscribers to diversify their portfolios .

[DryMyTears]

I watch every one of your videos. Your videos are great quality. Thanks Jose. I'm so excited as an investor, after these poor months!

[john]

Do You guys think the current Tesla event will affect the stock positively or negatively ?

[Vivldi]

How much can it grow in ur opinion? I sadly bought shared immiatly after the split, which was my biggest mistake in the stockmarket (ar least thats what I thought for some time), now it might turn out as a okay move?

[fred-tspb]

amd's "advancing AI" presentation was a waste of time and money for their investors. amd sold chips during the chip shortage during covid. The stock and company haven't grown since.

[navinmarcos]

Can you please make video about Cerebras?

[jessiekabina]

AEHR test systems just had a big earnings beat. They were ev centric and took a dive so they transitioned in the ai market and i think they are about to start a powerful uptrend. Look at thier debt and profit margin. I own 500 shares of it down in the 12s. curious what other traders think. I think this is the dip obviously i bought alot of it. I think it can easy recapture its previous high of 30-50 range. prove me wrong so i know if i should sell or hold boys.

[ksp]

During covid when companies could not get the semis that they needed, what did they do? They bought 2x and 3x what they needed which was unwound a couple of years later. This is the same, you cannot extrapolate this like that…in anycase thanks for delivering the news

[Vivldi]

Sir what do u think about Palantir? Could I join now as a long term investor? If I want a small amount of shares from them

[markfindlay]

What are they doing with all this money? Special dividend in the future maybe?

[Running_injuries]

how is Nvidia software? anybody buy that? is it true? i think i might have heard -- if NOT mistaken -- something like Nvidia has more employees making software than hardware

[martinwegner]

Though I hold no stock in amd but a lot of NVDA, please note that amd is still up 20% in a month

[loganlasvegas]

TSM is the real winner, regardless of whose chips are the best.