Should You Buy Nvidia Stock Before January 13? | NVDA Stock Analysis | NVDA Stock Prediction

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엔비디아는 1월 13일 JP Morgan 헬스케어 컨퍼런스 참석 예정이며, 헬스케어·자율주행이 AI 이후 다음 성장 동력이 될 수 있다고 주장. 월가 추정 잉여현금흐름은 2024년 약 70억달러에서 2029년 약 1470억달러로 약 5배 증가 전망. 최근 매출은 300억달러 미만에서 1130억달러로 급증, 선행 PER 약 30배로 상대적으로 저평가라고 판단. 매수 시점(컨퍼런스 전후 또는 분할매수)에 대해서는 모든 방법이 가능하다고 답하며 장기 투자자에게 매력적이라는 입장.

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01. Nvidia is scheduled to participate in a Conference held by Wall Street on January 13th which has investors curious if they should buy the stock before the date of that conference the reason being is that sometimes companies like Nvidia make major announcements during these types of Wall Street conferences which sends the stock price higher after the company attends the conferences and makes some announcement about a product about a new innovation or something about the business that sends the stock price higher so understandably investors are curious if they should buy before or after or if they should be buying Nvidia stock at all given that in the last 6 months Nvidia stock has been almost flat right it had those huge gains to begin 2024 and then the stock price kind of Flatline after then so I'll address those in this video here here you have on nvidia's investor relations website you can see that they're going to attend the JP Morgan healthc care conference on January 13th 2025 now healthc care is an interesting category that I've been talking about with Nvidia as maybe the next Catalyst following artificial intelligence or following this initial Surge from artificial intelligence driven by large language models so the next leg for nvidia's growth could be and I've talked about healthc care as one of those two potential Catalyst the other one being driverless car technology the amount of computing power that's needed to deliver driverless car technology is going to facilitate growth for NVIDIA if or when driverless technology becomes mainstream right now it's more of a pipe dream for Tesla stock investors where Tesla's been telling investors that next year we're going to have driverless cars on the roads and that's been since 2016 if that ever happens it's going to be great news for NVIDIA because you probably already know Tesla is buying billions of dollars worth of nvidia's equipment and if they become mainstream in delivering driverless car technology Nvidia will be one that benefits healthc care however is another category that could benefit from artificial intelligence from the increasing computing power driven by artificial intelligence drug Discovery could accelerate as a result of artificial intelligence and we could hear more about that during this Health Care conference Nvidia management could reveal some breakthroughs surrounding their technology and Health Care some breakthroughs on drug discovery on other areas of Health Care that could be that next leg for NVIDIA remember right now they're benefiting from their business as a result of the increasing popularity of large language models like chat GPT and the data centers that are being built and updated and optimized for artificial intelligence if this this trend for data centers optimized for AI is likely to continue for another three maybe five years right so this breakthrough that we're talking about from Healthcare or driverless cars could be following this initial surge of 3 to 5 years of super accelerated growth for NVIDIA and I'll share with you the free cash flow growth that's expected for NVIDIA over the next several years Wall Street analysts are expecting nvidia's free cash flow to grow from $7 billion in 2024 all the way up to $147 billion in 2029 so again that's growing from 27 7 billion to 147 billion over the next 5 years so roughly 5x increase in free cash flow for NVIDIA is expected from Wall Street based on the current projections based on artificial intelligence the data centers that are being upgraded or newly built data centers optimized for AI and so these projections don't include a potential breakthrough in healthcare or a potential breakthrough on driverless car technology so this upcoming conference with Wall Street in healthcare could really reveal some information about that and then if there is a big reveal from Nvidia management to the Analyst at this JP Morgan conference the analysts that received that information during the conference will then go back to their desks and evaluate those new developments and incorporate them into these cash flow projections could they po possibly increase these free cash flow projections over the next 5 years based on what they hear from Nvidia Management in this upcoming Health Care conference that is a possibility that's certainly a possibility and in previous conferences Nvidia has revealed some key information that has indeed driven the valuation higher now the reason why these have become even more important for NVIDIA is because of the pace of innovation Nvidia is innovating so quickly that it seems like every month or every two months or every three months they're coming out with some new discovery some new development that changes the implications of investors and shareholders significantly they've said that instead of updating their technology every two years they now going to update their technology every year because of their increased ability to innovate because of their increased ability to use their technology iterate on the technology and improve and of course these results are certainly helping them hire more people learn from their customers and develop technology even quicker because they have more resources and more information to utilize now I mentioned that Nvidia has delivered significant growth and you can see that here in the last year and a half revenu soaring from a little under 30 billion to 113 billion with cash flow soaring and Returns on invested Capital soaring still despite all those improvements and increases Nvidia nly 30 I think that's relatively cheap based on what investors are getting from Nvidia stock Nvidia stock is unlike many other stocks that have increased in recent months and years there have been so many stocks that have increased just based on enthusiasm and hype and momentum without the justifying results to back it up without revenue and profit and cash flow growth to back it up now I can name many companies that's where the stock price is increasing is just enthusiasm and hype Nvidia is the rare exception to that rule lately is its stock price had increased meaningfully in 2024 but it's because the results had improved by so much in 2024 should investors buy the stock before this date the answer is uh yes on all accounts so you can buy it before for this uh conference you can buy after you can buy half before half after you can do a dollar cost average plan where you set aside your allocation and you say I'm going to buy Nvidia stock in equal increments over the next six months whatever the case might be I feel that for long-term investors Nvidia stock is valued low enough the price is low enough and the valuation is low enough to provide excellent upside compared to the risk that you're taking in this investment