'Demand is So High, We're Not Sure if Nvidia Can Keep Up'

LikeFolio's Megan Brantley calls Nvidia (NVDA) "best of breed in its space." But is Nvidia's exponential demand able to keep up tailwinds helping it lead the charge in the A.I. arms race? Brantley talks about the factors favoring the semiconductor company.

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[charlescrooks]

The investment thesis for NVDA remains strong.

[sunrizen]

I love the word EXPONENTIAL used referring to demand for NVDA chips. Each new LLM requires "exponential" compute resources.

[Bugnetblue]

'You have a cheeseburger that makes me lose weight and everyone wants it'.
Make me laugh.
Thank you.

[Juddalan]

150 by earnings, buy now be rewarded…

[gizzelleboccia]

In half a decade NVDA will be written in history as the pioneer of Ai

[cryptomatic]

Everything in the world need a chip to function that is why I’m bullish on nvidia

[armandodoval]

No matter what those expert say people are riding nvda as stonk 🤔

[crypto_que]

Huge consumer base. They sell a working product, creating a chasmic moat. People buy the product to build, develop or train AI. You can host your own or use their GPUs in the cloud. It’s AI/Machine Learning magic!

[tyrnosrsflexxbox]

How much more are people willing to sell?? Feeling like a level off coming soon, if not tomorrow.

[h.m.]

Tesla and Mercedes both use NVDA chips for their cars. It's been like that for a long time. Why is he worried about Tesla's "next powerful chips we don't know about"? They aren't competitors NVDA and TSLA are partnered. Man watching finance news, I sometimes shake my head that people really need to do their homework on NVDA. I mean they have been around for a long time now.

[marshallj]

Buying 140 shares to open Monday. Intel may be a major score right now.

[Juddalan]

Everyone is asking the wrong question, the real question is what is the cost of not investing in AI? Billions in targeted location based advertising alone! Bubble are you serious? Please get me on your channel!

[ShirlPigram]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation

[kraz]

The irony of the selloff because of increased capex is incredible. Amazon, Microsoft, Google buy all the chips and then rent them at $2 per hour! Yeah, it's not much for now but it will get there. That's like complaining about the capex of the money printing presses at the Fed.

[WickedMTG]

Blackwell Chips delayed 3 months due to design flaw? How do you think that will affect the stock. It is getting a bit oversold in general. Long term, I think NVDA is very important.

[RK-umtu]

People learned nothing from Game Stop.
Wall Street was shorting Nvidia.
Surprise, surprise, the stock crashes.

[Bulltrader]

If you’re buying Nvidia here expecting astronomical returns FORGET ABOUT IT. Just to 5x’s your money it has to reach a 15 trillion dollar valuation 😂

[finleysterling]

I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein...

[In-exteriorsConstruction]

Get ready to have everything “ CHIPPED” in your phones . Cameras . Bluetooths .. someone will have all of that data 😮😮

[MillionBoyLuc]

I’ve noticed it rises to 120-130 goes down to 100-105 good for day trading right now