STILL EARLY! Why I'm STILL Buying Nvidia Stock (NVDA)

#nvidia stock ( #nvda stock ) is becoming the most powerful company on Earth and one of the best tech stocks in history. Ever since #openai and #chatgpt took the world by storm, @NVIDIA's most recent earnings call made it clear that they're set to dominate many important markets, including cloud computing, supercomputing, and generative artificial intelligence. But was this the peak for NVDA stock? Or is Nvidia still one of the best stocks to buy now, even over Tesla and Palantir?

Timestamps for this Nvidia earnings deep dive:
00:00 Nvidia's Insane Earnings Report
05:47 Nvidia's Competition in AI Data Centers
09:15 Nvidia's Special Sauce
13:03 Why I'm Still Buying Nvidia Stock

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📜 Disclosures 📜
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.

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[newhampshirelifestyle]

As a Software Engineer with 30+ years experience, I can tell you much of Nvidia's success is built around it's software. Nvidia has drivers compatible with Windows and Linux, Tensor Cores and their CUDA ecosystem is downloadable to Linux and Windows and compatible with legacy OpenGL graphics programming API. Super hardware need super software, Nvidia has it. AMD, Intel and Google have a lot of catching up to do.

[danielhill]

Thank you Alex for this very insightful and informative analysis of NVDA. I have 400 shrs of NVDA which I bought in 2018. The shares are now worth 10x what I paid for them. I bought after watching a few videos of Jenson Huang explaining his vision for the company. In my humble opinion, Huang is the smartest CEO in the USA today - with Elon Musk a very close second.

[williammcgunigle]

Your back round at MIT is really keeping me sane. I have been in since 2015 at 20 bucks a share. Read all I could about them and bought more. I have been very lucky and I know it was luck at first. I believed in Jensen, he has put 3 of my 3 kids through very good colleges. I was definitely nervous more than once. They don't have a Moat it is called an Ocean. Billions of R&D year after year to the point a lot of investors bailed because they didn't see That gaming was merely a testing lab and the more you buy the more you save and we make!!! Win/Win

[iakona]

I think that the only think keeping the forward valuation lower is the idea that these profit margins are very inflated by the lack of competition for their sought after chips, and that the competition will close the gap and put downward pressure on the prices that Nvidia can charge. That’s why I really value your analysis of competing chipmakers that you feature on your channel. Keep focused on this question please. Thank you!

[TexasRanchu]

Wow, watching this a month later it is now 100 dollars more !!!

[alfredadler]

You just gave the best reason to add more Nvidia to my position.

[AP]

NVDA is trading around 20x FY 2025 earnings while growing 40%+!

0.5 PEG for the company leading the A.I. revolution with an incredible product portfolio. I’ve been able to add 1k shares and am looking forward to adding more before Q4 earnings 🚀

[Wobbotherd]

I listemed to the earnings call live, it was even stronger than the last report. If anything I think Nvidia is going strong in gaming and will continue to make strides there too, even besides the datacenter.

[markrobertdevison]

Stay the course NVDA shareholders. I've stayed with NVDA for a few yrs now, and when it dipped I added shares. Any dips, add to your position is my suggestion.

[ethan]

Maybe it’s cheap compared to what it was but a 62 P/E ratio is still pretty ridiculous on planet earth. We can see how it plays out, valuations in general are in for a wallop for good and bad companies imo…

[duncaninvest]

thank you for sharing
some people cannot understand the moat of Nvidia. It is not because of GPU chips only, but from the end-to-end AI eco system

[DelSimmons]

“Because it has a monopoly on the most powerful chips in the world..”

I really wish people wouldn’t misuse the word monopoly like this. Nvidia does not have a monopoly. They just have some of the best chips in the market right now. That doesn’t make it a monopoly.. Just saying. 🤷‍♂️

That having been said, very insightful and well presented video. Enjoyed it and learned some things. Well done! 👍

[Richardson_Mg]

This guy is the only one I’ve seen on YouTube that showed he realized losses few weeks ago ! With his ark positions I’m rocking with him

[kennethdavis]

Yeah there forward price to earnings went from 119 to 23 with earnings growing seven times higher in one year. The price of Nvidia will be over 700.00 in 2024 and just imagine at the current earnings were at 119. I'm not saying they are going there but that was where they were at. Great video.

[jenniferko]

Would love another video on MSFT and their AI.

[clavo]

Your delivery is so good, I listen at 1.75 playback speed and don't miss a note !! Plus your un-exaggerated information is reliably good.

[pawnmove]

I remember when the Internet was taking off and people were predicting Cisco would rule the world because of the importance of networking. What these "experts" did not understand was the ability of the Internet companies to commoditize hardware. The top cloud companies (Google, Amazon, Microsoft) plus other hardware companies (Intel, AMD, Tesla) plus dozens of startups are all developing chips targeting NVIDIA's best products; some will fail but several will succeed.

[gibdin]

this is the perfect place to buy more of NVDA. It can go ballistic from here. Everything is playing into their hand, and the only thing that can stop them is pancakes

[utubeblackbat]

Another great detailed video..Anybody thinking about investing in NVDA should watch this video...NVDA leading the AI Arms race by miles

[billcarruth]

When they guy telling you that something is rock sold and headed to the moon, but has a model of the Space Shuttle on his shelf, I worry.