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Jan 22, 2024
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apple, if, it nvidia, microsoft, they are still magnificent. can anybody else join the group now if they are taken out? >> i want to keep the johnston -- how about eli willie? he is a drug dealer in this movie, -- threatens to be the most popular dragon history. you keep hearing about challenges. right now, it's a once in a weak shot. others, once in a month shot. others are working on a pit form, so is willie. willie has two things that the others don't. a head start on manufacturing, growing up with gigantic new plans. and actual approval from the fda for its own formulation. that means that it has such an edge over the all of the other comers. except the one that got it approved to begin with. even if it does have a low scale. -- one of the best of their time with 12 boxes, could be the first trillion dollar drug company. right now, it's at nearly 600 billion. invested by health care, he knows what he's talking about. i think that at this moment, we are faced with two choices. tesla is a i coming through 600 billion. we can project what it m
apple, if, it nvidia, microsoft, they are still magnificent. can anybody else join the group now if they are taken out? >> i want to keep the johnston -- how about eli willie? he is a drug dealer in this movie, -- threatens to be the most popular dragon history. you keep hearing about challenges. right now, it's a once in a weak shot. others, once in a month shot. others are working on a pit form, so is willie. willie has two things that the others don't. a head start on manufacturing,...
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Jan 30, 2024
01/24
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ai engineers are most familiar working with nvidia chips. like half a century ago where no one got fired for buying ibm computers for mainframes, the same is true for nvidia today. if you have to make a choice the default choice is nvidia because the system is larger and the number of experts trained on its systems is much more substantial. it's not that other companies cannot compete in terms of the pure technology but the ecosystem effects in other parts of the technology stock are very strong. that's why nvidia has managed to make hay with this market share so far. david: does that mean for microsoft or google they have to develop their own ecosystem to compete? chris: we see companies like amd trying right now to build out that ecosystem. i think one of the key challenges they are facing is whether it can build out and ecosystem that is as competitive as nvidia's. we see in china were companies can access these chips huawei is in the process of building out its own ai chip ecosystem. nvidia has been spending well over a decade attracting
ai engineers are most familiar working with nvidia chips. like half a century ago where no one got fired for buying ibm computers for mainframes, the same is true for nvidia today. if you have to make a choice the default choice is nvidia because the system is larger and the number of experts trained on its systems is much more substantial. it's not that other companies cannot compete in terms of the pure technology but the ecosystem effects in other parts of the technology stock are very...
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Jan 25, 2024
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it's a similar multiple that nvidia trades at, about 30 times, because people are looking at nvidia, with an out year, if you put this all together, melissa, this should probably trade right around where it is at, and grow earnings around 10%. when i put all the pieces together, there are better ways to play the opportunity.>> you just mentioned that intel has to worry about catching up to nvidia and amd, but the hyperscalers, the big customers, big cloud players like microsoft and google, they have all signaled that they are going to be designing and making their own gpu's. doesn't that just place the second tier players that much further behind? doesn't it pose a risk as we get further into the year? the cost to compute, it is something they really have to start thinking about as they commercialize a lot of these products.>> yes is the answer, from a competitive standpoint, nvidia is in a great spot. they will have more of a challenge in the years to come. they've got nothing but good news in the last few weeks. there have been rumors about how much apple is spending on nvidia, thi
it's a similar multiple that nvidia trades at, about 30 times, because people are looking at nvidia, with an out year, if you put this all together, melissa, this should probably trade right around where it is at, and grow earnings around 10%. when i put all the pieces together, there are better ways to play the opportunity.>> you just mentioned that intel has to worry about catching up to nvidia and amd, but the hyperscalers, the big customers, big cloud players like microsoft and...
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Jan 9, 2024
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nvidia is everywhere. why can't nvidia be a more powerful company? i would say general seng wong would say the reason we're at a trillion johns is -- nvidia is so exciting, david. people just don't understand, this is all the brain child of jensen who said if you move things fast enough and you're going to be bigger than the iphone, bigger than the internet, bigger than when the pc was first invented, a lot of people here think he's right, david, thinking he's creating a whole new way to do computations. >> at the beginning of what's going to be an immensely big year in terms of language models and artificial intelligence overall, and potentially applications in health care. jim, i had a chance to listen to your interview last night with the roche ceo. you were trying to lead her there, how are you leading artificial intelligence to create -- i think it was vaccines. is that right? >> what everyone is trying to do with artificial intelligence is speed up the process. i didn't see it coming. i didn't know what a power roche is in tech. they are ooh do
nvidia is everywhere. why can't nvidia be a more powerful company? i would say general seng wong would say the reason we're at a trillion johns is -- nvidia is so exciting, david. people just don't understand, this is all the brain child of jensen who said if you move things fast enough and you're going to be bigger than the iphone, bigger than the internet, bigger than when the pc was first invented, a lot of people here think he's right, david, thinking he's creating a whole new way to do...
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Jan 22, 2024
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nvidia is software. it puts it in the sainted enterprise software category with you can do anything. even if you're hacked, you can do it. >> jim breyer last week said that and i thought that was interesting. >> jim breyer was spot on. >> he had the great call when we were in california last may -- >> yes, he said -- i sat down with him. >> before the huge blowup, blowout, he had that great call on nvidia. >> he was asking me about my dog, my dog -- the stock was at 50 when i named my dog nvidia. >> we're aware that you've had a great call on nvidia. it's one of those companies that the chinese -- i don't know, do we have -- >> we do. >> do we have a picture of -- >> we do. >> even though they can't get the top check ups, have you seen this? let's take a look. they're all dancing. oh, my. >> i think his head is put on top of that. >> that's just a man living his best life. he's got nothing on bomber, though. >> he's not an angry guy. he comes in piece. bomber was somewhat angry. anyway. i don't want to g
nvidia is software. it puts it in the sainted enterprise software category with you can do anything. even if you're hacked, you can do it. >> jim breyer last week said that and i thought that was interesting. >> jim breyer was spot on. >> he had the great call when we were in california last may -- >> yes, he said -- i sat down with him. >> before the huge blowup, blowout, he had that great call on nvidia. >> he was asking me about my dog, my dog -- the stock...
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Jan 22, 2024
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if i may bring it back to nvidia. the thesis that north line capital had on amd, they're arguing that there's a lot of stockpiling happening with the a.i. chips. china is going to slow down it's demand in q-3 once they buy all of their chips and start using alternatives. i wonder why that thesis isn't used for nvidia. let's say beyond the second half of this year and why there isn't maybe more concern that this may taper off by the end of 2024. >> well, we'll have to wait and see what happens with their guidance and what the analyst community has to say about it. thank you. i appreciate it. it's a perfect segue to -- you talk about stocks going wild and some of the names that have gone crazy. we got green light capital's annual letter to investors who say they returned 22.1% last year net of fees. and there's a line in here towards the top that i think sets up this conversation pretty well. 2023 he says was a very good year for the partnerships. it had been tracking towards a great year until the marked took off and m
if i may bring it back to nvidia. the thesis that north line capital had on amd, they're arguing that there's a lot of stockpiling happening with the a.i. chips. china is going to slow down it's demand in q-3 once they buy all of their chips and start using alternatives. i wonder why that thesis isn't used for nvidia. let's say beyond the second half of this year and why there isn't maybe more concern that this may taper off by the end of 2024. >> well, we'll have to wait and see what...
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Jan 5, 2024
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these are my nvidia -- this is nvidia. we have the camera.his is my nvidia cuff links, and i wear them. this is my dog named nvidia because i wanted to staunch the decline. sometimes you have to throw a maid in a volcano. i'm showing it. dare to say. >> that too. >> nvidia was a great dog. i have wolfy on today. i put him -- >> the early riser? >> i was going to name it microsoft, but that doesn't have a ring to it. >> so, meta, good value. but you don't look askew at these top pick nvidia calls the last couple weeks? >> i like nvidia very much, but can we give it a rest? nvidia's great. don't sell it. every day, someone comes out and says, i like nvidia. where have you been? what, did you not like it? i liked it when i found out that the audi has all nvidia chips in it. that was 2012. >> in addition to next week, with ces, you're going to be at the jpmorgan health care conference. >> oh, man, talk about glp-1. there's a panel about whether people -- who's going to pay for it. are they going to pay for it? i do think that there was something
these are my nvidia -- this is nvidia. we have the camera.his is my nvidia cuff links, and i wear them. this is my dog named nvidia because i wanted to staunch the decline. sometimes you have to throw a maid in a volcano. i'm showing it. dare to say. >> that too. >> nvidia was a great dog. i have wolfy on today. i put him -- >> the early riser? >> i was going to name it microsoft, but that doesn't have a ring to it. >> so, meta, good value. but you don't look askew...
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Jan 26, 2024
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and microsoft, for example. >> right like nvidia, in terms of -- you would never have bought -- one would never have bought nvidia if they focused on the valuations, because it would have been too expensive. i think it's important valuations and multiples are really a terrible timing mechanism. i think fundamentally this is just too rich for me, i get it i think what you're going to see especially in certain companies, and we'll get to intel, there's -- you could drive a bus through the difference between an intel and an amd and an nvidia i think you're going to continue to see a dispersion within these companies. and if you don'tdeliver whethe it was tesla two days ago or intel today, the street will cut your legs out underneath you and will have no mercy i think we're going to continue to see the netflix, the winners get bigger and the losers, the market will not suffer fools >> that's why, josh, you have people like glenn catur coined that ai five and said, you know what, get tesla out of here, in terms of the mag seven he owned it. he doesn't own it anymore. sold it at the end o
and microsoft, for example. >> right like nvidia, in terms of -- you would never have bought -- one would never have bought nvidia if they focused on the valuations, because it would have been too expensive. i think it's important valuations and multiples are really a terrible timing mechanism. i think fundamentally this is just too rich for me, i get it i think what you're going to see especially in certain companies, and we'll get to intel, there's -- you could drive a bus through the...
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Jan 19, 2024
01/24
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nvidia and microsoft hitting all-time highs, microsoft, 394. nvidia, 575.rough private customer transactions for words like maga and trump. kelly o'grady's with us. tell me, is this a one-off, or do banks share customer, private customer information frequently? >> reporter: so, stuart, they do share public information pretty often. private, though, is more rare. we took a look at what you agree to when becoming a customer, because i'm sure you probably didn't read that whole disclosure. to bank or get a loan, you need to share a significant amount of data, social security number, your income, very sensitive personal information. banks, though, they also get access to your spending habits, browsing activity. most of the time that's used to detect fraud, but they can legally share it. so under the graham leech bliley act, they can share less sensitive data with marketers or advertisers, for example. now, banks are required to inform you about this. you'll see in a second a list of industry standard privacy disclosures. this one's there if bank of america. now
nvidia and microsoft hitting all-time highs, microsoft, 394. nvidia, 575.rough private customer transactions for words like maga and trump. kelly o'grady's with us. tell me, is this a one-off, or do banks share customer, private customer information frequently? >> reporter: so, stuart, they do share public information pretty often. private, though, is more rare. we took a look at what you agree to when becoming a customer, because i'm sure you probably didn't read that whole disclosure....
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Jan 8, 2024
01/24
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what is the story from nvidia going into 2024? ian: they have a whole host of new products which we saw some of announced today. we are actually going to speed up the cadence of new products that we announce. the story is, will that cadence keep them ahead of what intel and amd and everyone else says they are going to do in that space? can they keep themselves the must-have technology provider for that particular area? caroline: more than $1 trillion valuation, so for now, investors still remain pleased with nvidia. ian king, we ask -- we appreciate you breaking it down. the overall value of generative ai, not just companies but the economy more broadly and out will be interweave into pre-much every single industry group. paul, you have done the numbers, you have crunched them. i want to go into how you get the numbers but talk to us about what impact you think generative ai's going to have. paul: ai is the theme here. our role in this is we help companies deploy technology solutions and generative ai is the hot ticket right now.
what is the story from nvidia going into 2024? ian: they have a whole host of new products which we saw some of announced today. we are actually going to speed up the cadence of new products that we announce. the story is, will that cadence keep them ahead of what intel and amd and everyone else says they are going to do in that space? can they keep themselves the must-have technology provider for that particular area? caroline: more than $1 trillion valuation, so for now, investors still...
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Jan 12, 2024
01/24
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we'll debate nvidia. everybody is debating nvidia, on "the exchange."ll be right back after this. let's check it out. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives businesses our best deals on any iphone. get iphone 15 pro on us. (♪♪) ♪ something amazing is happening here. data is bringing creativity to life. that's because cdw showed animation studios new ways to maximize their infrastructure, then built a flexible dell technologies data solution. more automation led to greater efficiency, which means creativity stays the star of the show. make amazing happen. dell technologies and cdw. fresh, warm hot dogs! when i'm not selling hot dogs, i invest in a fund that advances innovations like robotics. fresh, warm hot dogs, straight out of my torso! one for you, one for you. oh, y
we'll debate nvidia. everybody is debating nvidia, on "the exchange."ll be right back after this. let's check it out. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives businesses our best deals on...
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Jan 25, 2024
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real estate nvidia, one company. i want to have less exposure congrats to lisa su. i'm out. maybe i'll see you later >> not quite as long as you were you did sttrim nvidia, too >> you look at these two together, they became our number four and five position waiting together about 12% of the portfolio. i think the big takeaway, earnings are coming up and basically what we saw over the last month and a half was an earnings beat. i'm peeling these back a little bit, be able to watch it i think the story with the chips, i don't think is going to go anywhere. they've taken intel's business the revenue is going to meet expectations, potentially beat you look back at nvidia in august, it beat expectations what did it do afterwards? nothing for six months what i'm thinking here, and i've been waiting for the rotation more broadly, are we going to see it at the start of the year? now is the time looking to blow off -- it doesn't have to be a top -- but a blowoff run we can consolidate. amd and nvidia may not do anything not s
real estate nvidia, one company. i want to have less exposure congrats to lisa su. i'm out. maybe i'll see you later >> not quite as long as you were you did sttrim nvidia, too >> you look at these two together, they became our number four and five position waiting together about 12% of the portfolio. i think the big takeaway, earnings are coming up and basically what we saw over the last month and a half was an earnings beat. i'm peeling these back a little bit, be able to watch it...
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Jan 5, 2024
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nvidia has been on a tear the last year. one of our traders is finally joining the crowd, but doing it with a twist. dan, how many times did you try to short nvidia? >> a couple times, and a couple times it worked last year, when it gap up to $400, and spent the second half of the year trading between 400 and 500, so there's plenty of money to be made. i wasn't pooh-poohing the process, but just the enthusiasm around the stock. i was thinking about this yet. i asked braxton, if you look at the technical setup that it's defending, look at the rsi. the stock has corrected without correcting relative to the market. nowi budling up against the prior highs. what i find interesting is, yes, it's growing into its valuation. i think it sets up as a good trade using options. no, no, you get your time, steve, but it sets up as an interesting trade. 40% of their customers don't report until late january. i don't want to be there when they shoe deceleration. i was looking at the options. that is very near a one-year loan. if i want a di
nvidia has been on a tear the last year. one of our traders is finally joining the crowd, but doing it with a twist. dan, how many times did you try to short nvidia? >> a couple times, and a couple times it worked last year, when it gap up to $400, and spent the second half of the year trading between 400 and 500, so there's plenty of money to be made. i wasn't pooh-poohing the process, but just the enthusiasm around the stock. i was thinking about this yet. i asked braxton, if you look...
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Jan 8, 2024
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story in the space, i think, after nvidia.d in making custom compute off-load a six with hyperscale doing their own a.i. chips as well as networking. that's very strong. actually bridging the gap from the shortfalls of some of their other businesses, which are cyclical shortfalls. in the meantime, they did just by vm where -- you're going to run into a 2025 broad column, by the time all the synergies are, in they'll be doing close to 60 bucks a share and eps on i-70, is popping up on 80% gross margin and 30 billion dollars in free cash flow. and it's cheap. multiple expansion but still very very cheap relative to the space of relative to the quality of the business. i really like broadcom. >> amd has had a really good run of late. dr. lisa sue has really been out, they're making the case for that company. hey, we're here to and we're going to be real players. we suggest that the stock might be over its skis, you do have a perform rating on it. why is that? >> it's funny, i don't know if i should say this on tv, i don't know if
story in the space, i think, after nvidia.d in making custom compute off-load a six with hyperscale doing their own a.i. chips as well as networking. that's very strong. actually bridging the gap from the shortfalls of some of their other businesses, which are cyclical shortfalls. in the meantime, they did just by vm where -- you're going to run into a 2025 broad column, by the time all the synergies are, in they'll be doing close to 60 bucks a share and eps on i-70, is popping up on 80% gross...
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Jan 22, 2024
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shares of nvidia up 7% after the massive run last year. it's more than tripled in value from 2023, by the way. jensen huang was dancing on his recent trip to china. the u.s.-china tech tensions. he reportedly met with nvidia staffers and unclear if he met with government official, but he's a good dancer, nonetheless. while washington is expected to tighten its grip on ships to china, generative ai could fuel another rally and nvidia, one of the top picks which will report fourth quarter earnings later this week. let's bring in sweeney pajuri at raymond james. good to have you with us. >> so you think that the ai-led rise in a lot of chip stocks has legs, is going to endure this year. how much growth is it going to deliver? >> yeah. thanks, tyler. first of all, if you look at the semi cycle, i think we started this rally some time in october of '22. it's outperformed the s&p by about 45 points and if you put that into con particular, typical semicycles last roughly about two years and you get anywhere from 20 to 50% outperformance and this
shares of nvidia up 7% after the massive run last year. it's more than tripled in value from 2023, by the way. jensen huang was dancing on his recent trip to china. the u.s.-china tech tensions. he reportedly met with nvidia staffers and unclear if he met with government official, but he's a good dancer, nonetheless. while washington is expected to tighten its grip on ships to china, generative ai could fuel another rally and nvidia, one of the top picks which will report fourth quarter...
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Jan 9, 2024
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nvidia, the godfather of a.i.his is the next stage as they move into healthcare and other verticals. many are starting to see this a.i. move is a get out the popcorn moment which is just starting for nvidia. >> i want to talk about the evs. a number of vehicles with the news. that hasn't had a straight up line. it has had fits and starts. how critical is this for ev adoption? >> it is critical. you see demand modestly wane gl globally. this is a significant doubling down from the perspective with the foreign automakers which are going after the market share. we are seeing autos and ev and transformation happening. competition is heating up. this is a do or die moment for the ev players when it comes to ces. >> dan, i want to ask you according to the survey by wedbush, 50% of enterprises see 20% use of a.i. you are meeting with companies about monetizing a.i. in a extensentence or two, how u see a.i.? >> i think the street is under estimating it. use cases are exploding. i think this is a get out the popcorn moment
nvidia, the godfather of a.i.his is the next stage as they move into healthcare and other verticals. many are starting to see this a.i. move is a get out the popcorn moment which is just starting for nvidia. >> i want to talk about the evs. a number of vehicles with the news. that hasn't had a straight up line. it has had fits and starts. how critical is this for ev adoption? >> it is critical. you see demand modestly wane gl globally. this is a significant doubling down from the...
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Jan 8, 2024
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they'll take anything from nvidia. really think that one of the things that the chinese have to recognize is that the really high-end nvidia, the grace hopper nvidia, we think, well, no, secretary of commerce, gina raimondo, is not going to give them a chip that they could militarize. i think that anyone who can get anything from nvidia, whether it be gaming chip or the high-end, is happy. the stock makes -- again, the stock has done nothing since july. it's the only mag seven that did not have just a radically great fourth quarter, so i like it, and i think that the chinese companies are going to have to just understand, this is as good as it's going to get for you guys. >> david, i want to get your take this morning on what you think the banks are going to tell us on friday. big piece in the "ft" this morning saying they are poised to report a sharp rise in bad loans. got some downgrades of capital one and axt over at baird. just looking at delinquency in consumer and so forth. >> yeah, and we've got a couple of down
they'll take anything from nvidia. really think that one of the things that the chinese have to recognize is that the really high-end nvidia, the grace hopper nvidia, we think, well, no, secretary of commerce, gina raimondo, is not going to give them a chip that they could militarize. i think that anyone who can get anything from nvidia, whether it be gaming chip or the high-end, is happy. the stock makes -- again, the stock has done nothing since july. it's the only mag seven that did not have...
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Jan 8, 2024
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stock. >> for nvidia. >> yeah. i'm not exactly sure, they talked about great new prices, we don't know what those are. >> right. >> kind of overdone. >> carter braxton worth pounded the table on nvidia today, to the extent that he pounds the table. but he reiterates his december 19th note, buy nvidia for a breakout and here we are. >> well, there's an argument on the charts, apparently, and there's an argument on the balance sheet, or the income statement, on the multiples. and there are those analysts that have 25 bucks a share of earnings by '25 and that puts it at 21 times. so, you know, look. the fact is, they still have a significant lead on competition. how much is that lead, how much do the margins start to erode? we don't know. but right now, the company is falling through, and new product dynamics are yet to be priced in. >>> let's stick with technology here. the next guest is betting on last year's biggest winners and butchish on a turnaround in china this year. let's welcome in dan niles. dan, great to s
stock. >> for nvidia. >> yeah. i'm not exactly sure, they talked about great new prices, we don't know what those are. >> right. >> kind of overdone. >> carter braxton worth pounded the table on nvidia today, to the extent that he pounds the table. but he reiterates his december 19th note, buy nvidia for a breakout and here we are. >> well, there's an argument on the charts, apparently, and there's an argument on the balance sheet, or the income statement, on...
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Jan 29, 2024
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>> so, nvidia ended last year at 20 times earnings.multiple of earnings its ever traded at. despite the fact that it's the -- the purest play a.i. name in the space. it's traded up to 26 times. so, there's a wall of worry, right? the number of times i heard from my investors and others, it's doubled over the course of the last year, we need to sell it. for us, we pay attention to the numbers. our numbers are still well above the street for this year. i think there's a lot of doubt. the common discussion at the end of last year was that they pulled forward all the a.i. training demand for the next several years. that's not what we see when we talk to customers who are putting bigger orders in the order book. so, we think numbers continue to go up. and super micro, they are building the servers for meta, which leads to the increase in revenue. but let's be clear. if you miss your numbers, if you are super micro, nvidia, microsoft, if you miss your numbers with this level of expectations after these moves, you're going to have a tesla-lik
>> so, nvidia ended last year at 20 times earnings.multiple of earnings its ever traded at. despite the fact that it's the -- the purest play a.i. name in the space. it's traded up to 26 times. so, there's a wall of worry, right? the number of times i heard from my investors and others, it's doubled over the course of the last year, we need to sell it. for us, we pay attention to the numbers. our numbers are still well above the street for this year. i think there's a lot of doubt. the...
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nvidia broke news here. arm is here. qualcomm is here.e leaders of these chip companies. first on fox business today, arm ceo rene haas. we'll head over to the samsung booth. this is one of the most popular booths. it's the largest one here and it's just unbelievable what you will see. see-through television. the transparent tv they just debuted, cheryl, we'll show it to you in "the claman countdown." you cannot miss it. it could very well be a game-changer. everybody is chatter about that. as we continue to talk about the trends, vr headsets, that is one really already emerging in the first couple of hours of ces and we have htc viiv, they're trying to take on apple which just announced the vision pro. you're not supposed to call it the pro. apple is trying to get rid of the pro at the moment. you have the meta folks trying to compete, but htc vibe is going inside window, the enterprise world. they have fascinating use cases we'll show you from surgery to firefighting training all that kind of stuff. it is all about the gadgets and gizmo
nvidia broke news here. arm is here. qualcomm is here.e leaders of these chip companies. first on fox business today, arm ceo rene haas. we'll head over to the samsung booth. this is one of the most popular booths. it's the largest one here and it's just unbelievable what you will see. see-through television. the transparent tv they just debuted, cheryl, we'll show it to you in "the claman countdown." you cannot miss it. it could very well be a game-changer. everybody is chatter about...
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Jan 19, 2024
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you say, listen, i'm in contact with nvidia. you brush by nvidia, your stock goes higher.t literally is, david, all hands on deck, get us from h-100s. wait until the h-200 comes out and then when you see the fight for h-200, it's going to be extraordinary. >> is it going to be zuckerberg wrestling? maybe not musk. maybe. maybe they need to get that back on the calendar. cage match. they can wrestle. winner gets access to more nvidia chips. >> the relationship with zuckerberg and jensen has always been very solid. and by the way, human. human-like. >> and we know or we can at least guess -- we don't know what their price hper h-100 is, but he made it very clear, of course, about their efforts in terms of open sourcing and just how many of these chips they're actually buying. take a listen. >> incredible. >> wasn't that amazing? >> this technology is so important, and the opportunities are so great that we should open source and make it as widely available as we responsibly can so everyone can benefit. we are building an absolutely massive amount of infrastructure to support
you say, listen, i'm in contact with nvidia. you brush by nvidia, your stock goes higher.t literally is, david, all hands on deck, get us from h-100s. wait until the h-200 comes out and then when you see the fight for h-200, it's going to be extraordinary. >> is it going to be zuckerberg wrestling? maybe not musk. maybe. maybe they need to get that back on the calendar. cage match. they can wrestle. winner gets access to more nvidia chips. >> the relationship with zuckerberg and...
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Jan 3, 2024
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once nvidia gets close to 500. that's a great way to play that as the market, to his point, has not wanted the stock to get over 500 and shuts it down every time. this is not hype. >> steph, a key question is going to be at what level, forget the multiples, but the prices, attract buyers, alphabet, now green. microsoft, now green. we'll see if it lasts. but you have to believe that at some level leavers are not going to let these stocks go down too much. >> sure. so i'm inclined to sell the rest of apple. i know you didn't ask, but i only own a 50 basis point position. i would be more inclined to sell that. you're not even getting growth in their iphone business which is 50% and services are about to start to decline so that doesn't make any sense. what name would i actually -- i would put it back into meta. it would have to come down 20, 25%. i still like it but it was up so much last year, it had such a rerating, from 13 times, i know revenues went from single to double digits. maybe if we get a big reaction i go
once nvidia gets close to 500. that's a great way to play that as the market, to his point, has not wanted the stock to get over 500 and shuts it down every time. this is not hype. >> steph, a key question is going to be at what level, forget the multiples, but the prices, attract buyers, alphabet, now green. microsoft, now green. we'll see if it lasts. but you have to believe that at some level leavers are not going to let these stocks go down too much. >> sure. so i'm inclined to...
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Jan 10, 2024
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no, it's nvidia. clearly investors, clonts, they want to own nvidia, and they don't have the same degree of excitement as the rest. i think that's saying something about where ultimately the real growth is. the confidence in growth is with nvidia, not with the entirety of the semiconductor industry. >> listen, we published a piece yesterday talking about defending the overweight technology which, by the way, has been widely pandered. we love it when people come after it on sector picks. >> which isn't exactly right. >> exactly. >> what happened to your financials, financials, financials thing? >> i get it, man. >> you like to criticize the criticizers i'm just keeping you honest. >> i love it. and we were humbled by the financials not working. but we still love it. broken clock. anyway, on tech, valuation is the worst thing you should look at in tech. they have no predictive power. we proved in a chart in the report. by the way, too, when you take away other parts of financial statements including bal
no, it's nvidia. clearly investors, clonts, they want to own nvidia, and they don't have the same degree of excitement as the rest. i think that's saying something about where ultimately the real growth is. the confidence in growth is with nvidia, not with the entirety of the semiconductor industry. >> listen, we published a piece yesterday talking about defending the overweight technology which, by the way, has been widely pandered. we love it when people come after it on sector picks....
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Jan 9, 2024
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. >> this is like the nvidia of pharma, bonawyn. and you own nvidia. >> i do. do. >> you own lilly? >> i do not own lilly. and wish i had, but i can't win them all. listen, i'm in agreement with the others, though i'll say, i don't know what the incremental move higher comes from. i don't know what that catalyst is. if the roles had been reversed and essentially the alzheimer's drug had the move, i would say, okay, this obesity drug can take things to the next leg higher. how much of this is priced in? and so, i just think part of it is just order of operations and everything else probably is seen as a secondary effect after just the massive move that we've seen around these two particular stocks. >> yeah, and i guess the story for nvidia going, you know, to $1.3 trillion in market cap is growing into that valuation, something that i kind of got a little behind last year, when you're thinking about the tam. the difference here is that people are not double and triple ordering glp-1s. they are not thinking about what this means for hypertension, for fatty liver,
. >> this is like the nvidia of pharma, bonawyn. and you own nvidia. >> i do. do. >> you own lilly? >> i do not own lilly. and wish i had, but i can't win them all. listen, i'm in agreement with the others, though i'll say, i don't know what the incremental move higher comes from. i don't know what that catalyst is. if the roles had been reversed and essentially the alzheimer's drug had the move, i would say, okay, this obesity drug can take things to the next leg...
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Jan 9, 2024
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however, nvidia may not have such successful times ahead.r, against the backdrop of the same artificial intelligence race, the united states began to introduce restrictions on the export of relevant technologies to china, and not only specialized ones were subject to the ban. like quite everyday video cards for home server solutions, but even top versions of gaming computers, nvidia several times adjusted to the requirements of export rules and released accelerators that were not formally subject to restrictions, but according to wall street journal, interest in such simplified slow-motion versions within china is decreasing, and this also applies, as they say, to the not yet released nvid49 video cards. 900d, which is designed specifically for china and for the chinese market according to the wall street journal analyst, firstly, cut-down versions of nvidi chips are obtained by weak manufacturers of their own chinese solutions for tata centers, and secondly, cloud giants aliba group tenset byydu owner of tiktok byydance they expect a new ti
however, nvidia may not have such successful times ahead.r, against the backdrop of the same artificial intelligence race, the united states began to introduce restrictions on the export of relevant technologies to china, and not only specialized ones were subject to the ban. like quite everyday video cards for home server solutions, but even top versions of gaming computers, nvidia several times adjusted to the requirements of export rules and released accelerators that were not formally...
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Jan 19, 2024
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and just look where nvidia is. look where amd is, and that will tell you where the market is going to go p.m. so i'm just not going to move away from any of those mega caps right now, the concentration of 2023, it's here in 2024 once again. >> great point. and, shannon, the nasdaq is outperforming today. it had such a monster day yesterday, in some respects since the beginning of the year to the russell 2000 where most were figuring, hey, there's going to be this broadening out. what we saw was only going to carry through if not add even further. we haven't really seen it. that goes to what joe is talking about, the surprise you've had money moving back. what do you want to do here? >> i think the challenge here is that it's not just these mega cap tech stocks losing their leadership, scott, it's somebody else taking on that mantle, that torch away from them. this earnings season through a combination of both results and guidance will be the potential catalyst for that or not. if you look at earnings estimates, the
and just look where nvidia is. look where amd is, and that will tell you where the market is going to go p.m. so i'm just not going to move away from any of those mega caps right now, the concentration of 2023, it's here in 2024 once again. >> great point. and, shannon, the nasdaq is outperforming today. it had such a monster day yesterday, in some respects since the beginning of the year to the russell 2000 where most were figuring, hey, there's going to be this broadening out. what we...
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Jan 11, 2024
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nvidia shares down half a percent. we're watching shares of boeing right now. the faa says it is formally launching an investigation after part of a boeing plane just blew out in the middle of an alaska airlines flight last week. the faa says it wants to know if boeing, quote, unquote, failed to ensure completed products conformed to its design and were in condition for safe operation in compliance with faa regulations. brenda, boeing shares down 1 3/4 of a percent. the initial incidence with the 737 max jets, are you sticking with this company? >> i agree, certainly disappointing and concerning. we are sticking with our investment because there are only two options and boeing's backlog and the number of planes they are able to sell. no doubt did we think the house cleaning going on when it comes to looking at overall product safety for sure and the details. >> leading me to my next question. jensen huang you think is a visionary. what about dave calhoun? you mentioned cleaning house. >> he's had a rough week and rough several interviews. he clearly is feeling
nvidia shares down half a percent. we're watching shares of boeing right now. the faa says it is formally launching an investigation after part of a boeing plane just blew out in the middle of an alaska airlines flight last week. the faa says it wants to know if boeing, quote, unquote, failed to ensure completed products conformed to its design and were in condition for safe operation in compliance with faa regulations. brenda, boeing shares down 1 3/4 of a percent. the initial incidence with...
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Jan 26, 2024
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is full. >> you think nvidia is full? >> nice, wow. >> you guys get my job here a little bit i don't know these are love stories and much loved then. >> julie, you're nodding your head here. >> i totally agree i think the thing is when you get to a stock priced like this everything has to go right when in anyone's life everything gone right >> you've made a couple references tonight. >> very difficult to make money if everyone owns it. someone has to buy it in order for it to continue going up. sounds like everyone owns it, right. that makes it really hard. >> but didn't netflix sof -- i know netflix is its own idiosyncratic story, but we went in thinking netflix had its run on the back of ai and here we are, netflix is gain of 18% on the week we thought everybody owned that one too. doesn't it make you hopeful. >> still not back to its all-time high. >> you like netflix. >> 680, 690. >> still off its - >> yeah. no doubt >>> coming up, american express dark in on strong guidance before the bell. whether to buy the hype ar
is full. >> you think nvidia is full? >> nice, wow. >> you guys get my job here a little bit i don't know these are love stories and much loved then. >> julie, you're nodding your head here. >> i totally agree i think the thing is when you get to a stock priced like this everything has to go right when in anyone's life everything gone right >> you've made a couple references tonight. >> very difficult to make money if everyone owns it. someone has to...
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Jan 9, 2024
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nvidia and our partners are excited for what comes next.: jeff fisher, senior vice president of the nvidia pc business speaking at the consumer electronics show, i believe held in vegas this week. we go to a chinese billionaire, one of the hottest stories on the terminal, who made his fortune from online gaming. he's one of the most if it can't non-american holders -- one of the most significant non-american holders of land in the united states, he owns 19,000 acres of oregon timberland. he's the 82nd largest property owner. it's become a sensitive political issue in recent years. we go to france, the french prime minister hasn't resigned to make way for a successor. this as the president seeks to give fresh momentum to his reform agenda ahead of european elections in june, not to mention the paris olympics. why did emmanuel macron ask his prime minister to resign in the first place? caroline: he said that borne had to resign, the drama around migration -- immigration bill last month. since she's been named prime minister, for the last 18 m
nvidia and our partners are excited for what comes next.: jeff fisher, senior vice president of the nvidia pc business speaking at the consumer electronics show, i believe held in vegas this week. we go to a chinese billionaire, one of the hottest stories on the terminal, who made his fortune from online gaming. he's one of the most if it can't non-american holders -- one of the most significant non-american holders of land in the united states, he owns 19,000 acres of oregon timberland. he's...
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Jan 25, 2024
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nvidia continues to be very strong, so we will see issues for nvidia in q1.a pricing but it ended quite positive. annabelle: intel has been losing ground with all the frenzy on ai spending, seen as being a laggard in that area. do you see them playing catch-up at all? >> what has to happen for them to win is for them to be asked for there to be a big market shift, moving from everything being to data centers and more about being at the customers premises. so there's opportunities for that, but this takes a while for enterprises to be in the cycle and using ai on premise. while they do that, intel has to wait. it is just unstoppable for nvidia right now. paul: so it takes a while, what sort of timeline do you see before that cycle starts to turnaround for intel? >> we've got the ai pc, which their kind of targeting q3. you expect to see a big bump in q4 around what's happening with ai in the enterprise. i think the strategies take a lot longer to roll out than any of the tech members appreciate on the enterprise side. talk is not the same as putting money down
nvidia continues to be very strong, so we will see issues for nvidia in q1.a pricing but it ended quite positive. annabelle: intel has been losing ground with all the frenzy on ai spending, seen as being a laggard in that area. do you see them playing catch-up at all? >> what has to happen for them to win is for them to be asked for there to be a big market shift, moving from everything being to data centers and more about being at the customers premises. so there's opportunities for...
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Jan 24, 2024
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along with the godfather of ai, nvidia. from a monetization perspective, for every hundred thousand dollars spend, this is $35-$40. i could argue that you still have 1 trillion, trillion and a half of value not captured in the microsoft story which is why i think we sit here a year from now and we are only halfway through the monetization. >> let me ask you about apple, too because the stock looked awful. the chart was a mess. here we are on the doorstep of 200 ducks -- box again. some suggestions that he be they sandbagged it and they're going to blow it out of the park this time because they sandbagged it. >> first few weeks of the year. what we have seen with our checks, i think it will be a strong quarter relative to iphone. i think the china demise story is more of a fictional story. i'm not saying it's champagne and roses but i think better than-expected. the renaissance of growth. and you will see iphone growth, services back to double-digit this is how you get the $250 stock going forward. >> what about regulatory i
along with the godfather of ai, nvidia. from a monetization perspective, for every hundred thousand dollars spend, this is $35-$40. i could argue that you still have 1 trillion, trillion and a half of value not captured in the microsoft story which is why i think we sit here a year from now and we are only halfway through the monetization. >> let me ask you about apple, too because the stock looked awful. the chart was a mess. here we are on the doorstep of 200 ducks -- box again. some...
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Jan 18, 2024
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they make chips for apple, qualcomm, amd, nvidia. they are high ly involved in th s&p 500. i say all that to make it very clear that when they tell you capex should be 28 to 32 billion for this year, that's really important. their spending has important read-throughs. it's important to point out, however, these stocks have already been huge winners. they're becoming very popular. they're still cyclical companies. i want to share two stats that i think are important. 88% of the names in the smh etf are above their 200 intraday moving average. going back to december 5th, this is a historic level of the amount of semiconductor stocks that are rallying all at the same time. additionally, 16% of the smh names are trading with an rsi above 70. 70 would be overbought. what that tells me, if you're not in nvidia and amd and looking for your entry point, today may not be the best. i think you will get a shakeout, get better opportunities in the stocks. you might have to wait until the end of earnings season to get it. given how extended so many charts are, courtney. >> taiwan semi s
they make chips for apple, qualcomm, amd, nvidia. they are high ly involved in th s&p 500. i say all that to make it very clear that when they tell you capex should be 28 to 32 billion for this year, that's really important. their spending has important read-throughs. it's important to point out, however, these stocks have already been huge winners. they're becoming very popular. they're still cyclical companies. i want to share two stats that i think are important. 88% of the names in the...
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Jan 9, 2024
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but as part of cs, nvidia focused more on its original market and introduced a new line of video cardsan to impose export restrictions relevant technologies in china, and not only specialized server solutions were banned, but even top versions like completely household video cards for home gaming computers. several times adapted to the requirements of export rules and released accelerators that were not formally subject to restrictions, but according to the journal, interest in such simplified slow versions within china is decreasing and this also applies, as they say, to the not yet released nvidia 4090 d video card, which is being designed for china and for chinese market according to analytic wall street journal. firstly, the cut versions of nvidia chips do not produce many manufacturers of their own chinese solutions for tata centers, and secondly, the cloud giants alibaba group tenset byydu owner tiktok byydans expect a new tightening of restrictions and are increasingly looking at local suppliers and microelectronics. well, among the technologies that are closer to ordinary consu
but as part of cs, nvidia focused more on its original market and introduced a new line of video cardsan to impose export restrictions relevant technologies in china, and not only specialized server solutions were banned, but even top versions like completely household video cards for home gaming computers. several times adapted to the requirements of export rules and released accelerators that were not formally subject to restrictions, but according to the journal, interest in such simplified...
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Jan 25, 2024
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you look at nvidia, it hasn't really been cheaper than this for a long time. there was a lot of skepticism built up by investors worried that, while it can't get any better than this. well, it is getting better. this is the time to invest in these of the companies that are powering the move to ai, which is what all the large platforms want to deliver to their customers. >> i'm going to get to tesla in a moment because i want to talk to about it, and i mentioned you own it. i want to hone in on this idea of whether it is time to take some profits in some of these names, whether they are overbought. i want you to listen to what josh brown told me earlier today on the halftime report about selling amd. a stock he only got into around halloween, but it has gone crazy since then. he sold it. here's what he said and then i want your take on the other side. >> this is a stock that is up 81%. it hit 78 relative strength index. it is 33% above its 50 day moving average. it is 60% above its 200 day moving average. >> what you do with that? >> specifically on amd, i thin
you look at nvidia, it hasn't really been cheaper than this for a long time. there was a lot of skepticism built up by investors worried that, while it can't get any better than this. well, it is getting better. this is the time to invest in these of the companies that are powering the move to ai, which is what all the large platforms want to deliver to their customers. >> i'm going to get to tesla in a moment because i want to talk to about it, and i mentioned you own it. i want to hone...
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Jan 10, 2024
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did you buy nvidia or a company related to nvidia? we did add semises for our tactical portfolioings. nvidia, as you mentioned, is probably now with apple's weak b, i would say nvidia's probably the most important stock in the market to be following. it had a big breakout on monday, and a lot of times when you see this, that momentum continues upward. so we wanted to have a piece of that semi for our clients -- stuart: what did you buy? which stock did you buy that is related to nvidia? >> the semiconductor, smh etf. that is the etf that we purchased. stuart okay, smh etf, that is linked to nvidia. okay. what else did you buy? >> we bought small caps on friday. they were down about 5.5%. we felt that was a pretty good short-term entry point. we also added to mid caps starting our positions and and our game with plan. we think this quarter's going to be the pretty treacherous, so we're slowly putting cash to work in these areas, and we also alsod to our theme of income. added to our theme of income. yielding over 8% for clients, so we'
did you buy nvidia or a company related to nvidia? we did add semises for our tactical portfolioings. nvidia, as you mentioned, is probably now with apple's weak b, i would say nvidia's probably the most important stock in the market to be following. it had a big breakout on monday, and a lot of times when you see this, that momentum continues upward. so we wanted to have a piece of that semi for our clients -- stuart: what did you buy? which stock did you buy that is related to nvidia?...
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nvidia's market cap touching $1.13 trillion.so the chipmaker yesterday right here in las vegas unveiled new desktop processers that wholly take advantage of artificial intelligence, a.i. and that is a major theme. we're going to be talking all things semiconductors with the ceo of the company whose chip architecture is in almost every tech gadget and phone on planet earth including nvidia chips. yes. e nay has of arm first on fox business right here at the consumer electron ughs show. but first, to the floor show on this tuesday. we've got trader scott bauer. scott, let's gets to it here. what do you see as the price action compared to yesterday? these 2-day charts are pretty stung. big pop yesterday and, of course, plummeting today. >> absolutely. and, liz, i still think the equity markets are so closely tied to what's going on in the bond markets and interest rates. and, you know, you see the 10-year, the most closely watched kind of barometer that's out there, you see the so -- 10-year taking back over 4% today. that's probab
nvidia's market cap touching $1.13 trillion.so the chipmaker yesterday right here in las vegas unveiled new desktop processers that wholly take advantage of artificial intelligence, a.i. and that is a major theme. we're going to be talking all things semiconductors with the ceo of the company whose chip architecture is in almost every tech gadget and phone on planet earth including nvidia chips. yes. e nay has of arm first on fox business right here at the consumer electron ughs show. but...
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Jan 16, 2024
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nvidia, energy, also looking at these gas plunges big-time. the bowls might be more optimistic on the markets. we have a chief investment officer right here, joining us at post nine. back. >> things, scott. >> the market has been really choppy. what is on your mind? >> you have to conceptualize where we are. think back to 2022. we are trading at 19.5 times earnings. the market is higher. with that being said, yet parts of the market that are attractively priced. some areas are priced very cheaply. the defense six the soft landing and the lower rates. don't forget that we have he second-longest going back historically. if you go to a recession, you're going to want a different basket of stocks that some of the leaders have today in the market. >> these very areas that you say are cheap, are cheap for specific reasons, correct? >> you have different types of cheap greed all of these areas, people overpay at the end of 2022. people have a decision from last year. you can put your money in coupons, and click yield. you have hollowed out this area
nvidia, energy, also looking at these gas plunges big-time. the bowls might be more optimistic on the markets. we have a chief investment officer right here, joining us at post nine. back. >> things, scott. >> the market has been really choppy. what is on your mind? >> you have to conceptualize where we are. think back to 2022. we are trading at 19.5 times earnings. the market is higher. with that being said, yet parts of the market that are attractively priced. some areas are...
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Jan 9, 2024
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we had the likes of nvidia surge 6%. apple up 2.5%.t is a lot of focus on boeing, but more broadly speaking, the market continues to did well. the hand over from asia is positive. nikkei is a new 33-year high. risk-on sentiment into the european session. the stoxx 600 is breaking away from the price action yesterday and is trading weaker. the stoxx 600 is down .20% today as we grapple with micro specific company stories today in these european boards. one thing i would mention is the macro. we are seeing the continuation of the fixed yields income higher in addition to the dollar today trading stronger. every single one of the indices is trading under ater. the ftse 100 is up a couple of basis points. basically flat today. we are keeping an eye on the retailers. marks & expspencer exhibited stg sales over christmas. that is giving a boost to that stock. gfk acquired an asthma drugmaker. cac 40 is down .20%. big political developments in france overnight with the prime minister deciding to step down or be pushed out. we will talk more o
we had the likes of nvidia surge 6%. apple up 2.5%.t is a lot of focus on boeing, but more broadly speaking, the market continues to did well. the hand over from asia is positive. nikkei is a new 33-year high. risk-on sentiment into the european session. the stoxx 600 is breaking away from the price action yesterday and is trading weaker. the stoxx 600 is down .20% today as we grapple with micro specific company stories today in these european boards. one thing i would mention is the macro. we...
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Jan 30, 2024
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. >> and that's the nvidia playbook. it's an extreme case, but as the picture has gotten better, the valuation is lower. microsoft's 10 year historical average is around 23%. now it's 33%. you still have to decide what valuation makes sense despite the glowing story that surrounds this, don't you? >> of course, the evaluation is something you need to take into account. today, the numbers for microsoft are 14% revenue growth. again, we think that the earnings power for a business like microsoft, because of the megacycle, it will be significantly higher. even if it is four points higher than the streets, the impact on earnings is much higher. the incremental margins produced by microsoft are high. you could be looking at a company that is double digit, 20% earnings growth over the next few years, which gives it a different earnings profile as you go forward. >> i would not disagree with that but i think you have to get your head around the idea that 20% revenue growth for microsoft is $50 billion. you have to pull in $50 b
. >> and that's the nvidia playbook. it's an extreme case, but as the picture has gotten better, the valuation is lower. microsoft's 10 year historical average is around 23%. now it's 33%. you still have to decide what valuation makes sense despite the glowing story that surrounds this, don't you? >> of course, the evaluation is something you need to take into account. today, the numbers for microsoft are 14% revenue growth. again, we think that the earnings power for a business...
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Jan 26, 2024
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he said it's nvidia >> there is an argument. think goldman put this out last night there is some strength broadening within tech ibm. s.a.p. now. verizon, asml. >> i think you can go with that. i do think that, for instance, last night, western digital reported a good quarter. people think it's a bad quarter. that's not true. kla reported good quarter. people say it was a bad quarter. that's not true, because they're straight out -- all the capital equipment they have is good. asml the best was lam, and that's because we're finally -- the inventory has been worked off. the destocking is now over i want enrico to say something good about hp. every time i want to buy hp, he manages to convince me that it's a big mistake. interesting ceo. no, jim, please hold off i don't want you buying my stock. don't get ahead of yourself. >> don't get ahead well, does that go back to intel as well? >> no, they're -- >> they're amd >> they're amd, yeah >> okay, so if i'm an intel bull, what am i latching on to this morning >> the -- carmen the ma
he said it's nvidia >> there is an argument. think goldman put this out last night there is some strength broadening within tech ibm. s.a.p. now. verizon, asml. >> i think you can go with that. i do think that, for instance, last night, western digital reported a good quarter. people think it's a bad quarter. that's not true. kla reported good quarter. people say it was a bad quarter. that's not true, because they're straight out -- all the capital equipment they have is good. asml...
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Jan 10, 2024
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nvidia's a great company with a little bit of cisco. >> for nvidia, it really has.uberance by investors but certainly we're seeing exuberance by analysts. they dramatically increase their earnings expectations for nvidia. look, it's a hot stock. it's probably going to remain a hot stock as long as ai delivers. i think it's going to take somewhat longer for ai to deliver as much as the market seems to expect. the other thing, carl, i think the market has expected too many rate cuts this year. i'm going to be candid, not going into a recession. third year in a row i'm saying that. i'm of the camp we'll get two to three rate cuts later in the year. i think the market needs to redigest the fundamentals. >> you know, ed, you mentioned some of the parallels or perhaps parallels with this period versus the late '90s. >> right. >> rational exuberance of greenspan was '96. we went parabolic for three plus years. >> yes. >> you know, how much similarity do you see with the current period? obviously the internet and the excitement that it engendered investors then versus ai no
nvidia's a great company with a little bit of cisco. >> for nvidia, it really has.uberance by investors but certainly we're seeing exuberance by analysts. they dramatically increase their earnings expectations for nvidia. look, it's a hot stock. it's probably going to remain a hot stock as long as ai delivers. i think it's going to take somewhat longer for ai to deliver as much as the market seems to expect. the other thing, carl, i think the market has expected too many rate cuts this...
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Jan 16, 2024
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nvidia by the way jumping more than 3%. dan, what's the take here? is a.i. a runaway freight train. >> investors watching nvidia, the lack of supply, and so, they know that a lot of these buyers of the chips are looking to kind of diversify away from nvidia, they might be looking for chipper prices, too. amd chip is doing well and one of the analyst calls said, it could be $5 billion of incremental revenue, maybe $3 billion. so, this is what we saw last year with nvidia investors tripping over each other for the stock to go and go up 8% today, very near an all-time high, before we've seen the guidance or anything like that, iwant to say, that's why you'r seeing a move like this. but if they disappoint for any reason, you're going to have the stock down 8% like that. >> guy, is the relatively safer way to play artificial intelligence, and i say relatively, is it microsoft as opposed to nvidia or amd >> i was going to say micron, which you can sort of wrap your head around, maybe in terms of valuation, though that's become a commoditized company, as well. valu
nvidia by the way jumping more than 3%. dan, what's the take here? is a.i. a runaway freight train. >> investors watching nvidia, the lack of supply, and so, they know that a lot of these buyers of the chips are looking to kind of diversify away from nvidia, they might be looking for chipper prices, too. amd chip is doing well and one of the analyst calls said, it could be $5 billion of incremental revenue, maybe $3 billion. so, this is what we saw last year with nvidia investors tripping...
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Jan 19, 2024
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nvidia's stock price has gone up a lot. i've made that point on here before, the valuation for nvidia is not that bad because the earnings have gone up far faster than the stock prices have gone up and nvidia is one of the cheaper a.i. stocks if you can believe it. what inning are we in? there's the cyclical question and the structural question. long term, we're clearly very early in the a.i. transition, you know, chatgpt and generative a.i. has only been around for a year, give or take, and the general trend toward accelerated computing and the data center, very early on that. i think the cyclical one is still open for debate, and like part of the reason nvidia is trading where it is on a valuation standpoint, the numbers have gotten so big, so quickly, people just worry about sustainability. and i think that's an open question for all of these guys, and i'm pretty convinced, if i'm looking at five years or ten years, we will be talking about numbers that are materially higher than we're talking about today. what does it l
nvidia's stock price has gone up a lot. i've made that point on here before, the valuation for nvidia is not that bad because the earnings have gone up far faster than the stock prices have gone up and nvidia is one of the cheaper a.i. stocks if you can believe it. what inning are we in? there's the cyclical question and the structural question. long term, we're clearly very early in the a.i. transition, you know, chatgpt and generative a.i. has only been around for a year, give or take, and...
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Jan 17, 2024
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data center for nvidia, ballpark 80% of their revenues now.t almost doesn't matter for the mo fundamentals it's all about data center look how much the earning went up, they went up six or seven times, whatever the number is, because of the size of the opportunity and their competitive positioning with the opportunity and everything else. as we look into this year, i think not only is a.i. and everything going main stream but their product road map is also evolving they just launched grace hopper, their gpu, cpu version they've got the h 200, which is the next version of the current architecture in q2 they have black welcoming out in the second half. my guess is as pricing goes up again, i think the numbers have room to go up and as i said earlier the stock itself has gone up a lot. the multiples come down. it is, if you can believe it, the cheapest or one of the cheapest ways to play the a.i. space in the theme marvel is much more expensive than nvidia, even intel, thiey'r not that different from each other. looking to play a.i. that's the wa
data center for nvidia, ballpark 80% of their revenues now.t almost doesn't matter for the mo fundamentals it's all about data center look how much the earning went up, they went up six or seven times, whatever the number is, because of the size of the opportunity and their competitive positioning with the opportunity and everything else. as we look into this year, i think not only is a.i. and everything going main stream but their product road map is also evolving they just launched grace...
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Jan 16, 2024
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second pick, nvidia already at brand new high and $565. look at that . buy it now. >> i wouldn't go out and missed nvidia and watch it. i own the stock and haven't sold it yet. you start looking here and it's a trillion and a half dollar market cap and how big does it get? can it double from here and go to $3 trillion along with microsoft and apple? i don't know. that's a tough one. are you prepared to take a flier and all time high for nvidia. >> if you're a trader and momentum back around nvidia is the best in class and something you can allocate money to and coming into some money and saying should i put to work in nvidia today and put to work in a broader company and taxpayers like the s&p 500. stuart: okay, just not sure about buying at all time high. that's another story. i'll take your advice. stuart: primary just a week away in new hampshire and madison alworth at historic red arrow diner in manchester. why is that diner so important? reporter: stuart, it's important because it's been here 100 years and anyone that wants to make it into the white
second pick, nvidia already at brand new high and $565. look at that . buy it now. >> i wouldn't go out and missed nvidia and watch it. i own the stock and haven't sold it yet. you start looking here and it's a trillion and a half dollar market cap and how big does it get? can it double from here and go to $3 trillion along with microsoft and apple? i don't know. that's a tough one. are you prepared to take a flier and all time high for nvidia. >> if you're a trader and momentum...
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Jan 11, 2024
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a piece by ubs, nvidia did well at ces. here it goes. nvidia again. all-time high.ing that everyone knew is rather -- and had the stock go up. it's counterintuitive. let the good times roll. guess so. >> at least half a dozen notes on nvidia ces this morning. >> nvidia crushed it at the health care conference. i mean, i don't know where d what conference would -- i'm sure nvidia is going to crush it. the chiefs versus the dolphins they have to be there. >> i'm doing my show right at -- i'm doing "mad money" and we have the ceo tom pollen is great, trflying to kansas city, prepared my iphone is going to die. plus 5, anything below it dies. doing our show from kansas city from the stadium. and -- tomorrow night. i will be doing super fan stuff on saturday talking with the people who run nbc sports, and i'm a daily fantasy player, i'm a fan. i have more championships under my belt than anybody. i cannot wait to talking about what's really going on and what fans consider to be most important. the fourth quarter, that's when we care, when no one else cares, that's what w
a piece by ubs, nvidia did well at ces. here it goes. nvidia again. all-time high.ing that everyone knew is rather -- and had the stock go up. it's counterintuitive. let the good times roll. guess so. >> at least half a dozen notes on nvidia ces this morning. >> nvidia crushed it at the health care conference. i mean, i don't know where d what conference would -- i'm sure nvidia is going to crush it. the chiefs versus the dolphins they have to be there. >> i'm doing my show...
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Jan 11, 2024
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we have plans with nvidia to launch another one in japan.ad: that is the fpt chairman speaking to our colleague david. coming up, we'll have a look at india's wealth management industry with -- a private president and asking which industry groups really at the moment finding favor with their clients. this is bloomberg. ♪ thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh rishaad: you are backward bloomberg markets. this is what it's like with seven minutes to go before get -- we get the cash markets to kickoff. with futures at the moment in the green. we're going to have a good day of it at the start of the session. we're looking also at, of course, what is happening with investment proposals here, because our next guest runs one of the fastest private wealth practices in india. he's president and head --
we have plans with nvidia to launch another one in japan.ad: that is the fpt chairman speaking to our colleague david. coming up, we'll have a look at india's wealth management industry with -- a private president and asking which industry groups really at the moment finding favor with their clients. this is bloomberg. ♪ thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance?...
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Jan 5, 2024
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that cycle just keeps ongoing for nvidia.down this week, about 1%, scott. >> christina, thank you. christina partsinevelos. scott, i know you don't love the idea of the apple market but how are we thinking about what is going on this week with that stop in particular and what it means? >> down almost 10% from the. hi obviously the rest of the market is hanging in there a lot better? there has been the stretches of time. it is not easy for the s&p to. strikeout or to be on the sideline during. raleigh as the apple was flat point. it also happened in 2014. and happen these times. and when you are able to set it aside. the way the market reacted to this news was interesting. the snp took an immediate drop when the headline hit. it was almost all due to apple stock. the rest of the markets were going on. you can do without apple leadership. i don't think that you can necessarily lose all of the medicare, obviously, and still have that hanging together. >> we have a few below. what it looks like a nice little run here. we will see
that cycle just keeps ongoing for nvidia.down this week, about 1%, scott. >> christina, thank you. christina partsinevelos. scott, i know you don't love the idea of the apple market but how are we thinking about what is going on this week with that stop in particular and what it means? >> down almost 10% from the. hi obviously the rest of the market is hanging in there a lot better? there has been the stretches of time. it is not easy for the s&p to. strikeout or to be on the...
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Jan 31, 2024
01/24
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my only question on nvidia or sorry on amd's execution.oes mi 300 get into the hands of clients and do these clients find it reasonably easy to ramp that new architecture along the way with nvidia? and if that happens, it is like my price is far too cautious. between now and the end of the year, i want to hear feedback from clients, and i want to see volumes ramping [inaudible]. i think there is a fair amount of earnings momentum and from that perspective, and with gaming in a down cycle, and everyone understands the upside on gpu. when people put expectations that are not on solid ground, and when they are too high, even when you talk about fascinating things happening this year, there is still disappointment. ed: in terms of what you still want to hear and i would never ask you to do my job for me but i am going to speak to lisa soon later this morning. what is the question that has not been answered in this earnings cycle? what would you ask her? guest: first, say hello to her for me. and the question i would ask her at this stage is wh
my only question on nvidia or sorry on amd's execution.oes mi 300 get into the hands of clients and do these clients find it reasonably easy to ramp that new architecture along the way with nvidia? and if that happens, it is like my price is far too cautious. between now and the end of the year, i want to hear feedback from clients, and i want to see volumes ramping [inaudible]. i think there is a fair amount of earnings momentum and from that perspective, and with gaming in a down cycle, and...
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Jan 8, 2024
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nvidia has been working to create these lower powered chips. they will be in mass production or china in q2 of this year. they are working with the u.s. government. the second point, which was a news clipping that you just saw that some of these larger once in china don't want these. they may opt to go for local alternatives. if that should be the case, it means that nvidia will lose more market share in china because of the u.s. export controls. a note was put out to say that it is a net positive that they can make these chips, but in the long term it could mean they lose market share and they no longer dominate the ai chips space. >> thank you very much. >>> coming up markets stumbling to start the year. a combination of suboptimal headlines. is any pullback in this market good for stocks in the long run? and is the lowest snowfall hurting the ski industry? we will talk about that when power lunch returns. ♪ (upbeat music) ♪ ( ♪♪ ) ( ♪♪ ) ( ♪♪ ) -awww. -awww. -awww. -nope. ( ♪♪ ) constant contact delivers the marketing tools your small busine
nvidia has been working to create these lower powered chips. they will be in mass production or china in q2 of this year. they are working with the u.s. government. the second point, which was a news clipping that you just saw that some of these larger once in china don't want these. they may opt to go for local alternatives. if that should be the case, it means that nvidia will lose more market share in china because of the u.s. export controls. a note was put out to say that it is a net...