Trade Tracker: Bryn Talkington buys more Nvidia

Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to discuss why she's buying more Nvidia.

[GossettsSpiveys]

One question, please! 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 a low percentage on my $236k portfolio and try to keep everything around 10%.

[TonyQuintana]

All the news seems to focus on long-term plays that can take decades to pan out. They rarely mention stocks that can run 300% in a day or a week, like DRUG and TVGN, among many others. Loyalty Picks highlights these explosive opportunities, and it's refreshing to see insights that emphasize short-term potential!

[GillerHeston]

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[JohnBeen-rv]

Nvidia or apple which is a better investment now? just got my lump sum inheritance and would love to put my money to work, so i can earn in dividends, i'm also looking at paying mortgage where rates are not so high.

[lekely]

Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate. I am under pressure to grow my reserve

[rachelonigirl]

I've been an investor in Nvidia for the past six years now because I strongly believe in the company and in the stock, but now I've been thinking of redistributing my portfolio of about $560k and buy other stocks. and asset classes. Maybe buy Tesla? They are also doing great things in the AI space. Some digital currencies too. What do you think?

[Dorotheaweiss-rp]

Crypto is risky as many would say but I think the actual risk in Crypto is not investing, buying the capitulation isn't a tough call, but it is a very tough call to figure out what to do aside holding. I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I’m up with 128k in a short period of time

[syedarmaghanhassan]

3:45 sorry Josh, you are absolutely out of line here. Jensen was in Denmark, and in India yesterday, and he will be selling a truck-load of chips to Reliance group, Mukesh Ambani. Name 5 more companies which are doubling EPS every year this consistently, or whose products are all sold out and they can't sell enough. Demand has surpassed the supply. People can't get enough of it. They just need to scale it to be able to make even more sales. Hyperscalers are competing for their hardware, And NVIDIA also sells Ecosystem, other Data Center services, etc.
Just because we "KNOW" all of this, doesn't mean everything has been priced in or the stock will not go up. Other stocks are going up in a nonsense way and they don't deserve to. NVIDIA is highly undervalued, and has so much more potential and consistence than the junk Promises you and other people have been buying. To say anything against NVIDIA is almost like a blasphemy! Be careful Josh!

Lastly, Josh! If you really mean what you said, prove it by selling all the NVIDiA Stock today!

[stevenvanheyningen]

But the Earnings have kept up and Blackwell is here !!!! 2025 should be excellent....

[daborahgermanstavolkmunte]

!!!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated

[FINFURN]

If AMD does well next week, she will be disappointed

[RobertR.Tuttle]

For the newbie if you are actually trading in the crypto space and you don't have a sound mentor. Then you are certainly going to get liquidated in 90% of your trades.
Yeah that's the sad truth. I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I have lost alot trading all by myself without a guide. Got back into crypto early in 2023 with $10k and I'm up with $128k in a short period of time.