저자: FamilyInvestments · 외국인
요약 보기
소프트뱅크가 Arm을 매각하는 과정에서 엔비디아가 약 400억 달러에 인수할 것이라는 보도를 근거로, 엔비디아 주가가 600달러까지 갈 수 있다고 주장. 소프트뱅크의 Arm 매각 이유(비공개 전환, 사업 성과 부진, 중국 로열티 감소 등)를 설명하고, 엔비디아의 PER이 AMD보다 낮다는 점과 매출 성장 전망을 근거로 제시. 현재 3,486달러 부근을 매수 적기로 보고 430달러, 386달러를 추가 매수 구간으로 언급.
다듬은 글
previously i shared this video explaining why nvidia will be going up to 600 a share and one of the main reasons that this will happen is when nvidia eventually buys out softbank's arm processing unit and yes that happened financial time has announced that they've agreed on a 40 billion dollar buyer with nvidia so in this video i'm going to give you even more concrete evidence why you should buy nvidia but if you stick with me on this video you will learn the four reasons how this will concrete the evidence of it going to a 500 billion company so see you soon so why is softbank selling such a great gem four reasons i could think of so first arm is going private to go private they need to offload some cash to have some cash holdings they want to go private because they didn't want the public limited company to start raising capital no more they want to do it on their own so softbank is going private and number two it's not sync if the moto the motor for softbank is the internet of things telecommunications the movement of the internet but it seems that after four years arm pro sexy unit doesn't seem to sink along with the philosophy and the third valid reason is they're not really doing well with arm honestly they're not doing well arms they're all selling licenses they're not trying to develop or grow arm bigger they're just using them as a vehicle keeping them in the cambridge keeping them there but they're not intuitive enough to change them and number four is the royalties in china's are going down because of the extension of huawei donald trump going say no huawei so our so softbank is setting a bit limbo i've got relationship to guys in china but i can't license the chips to them the royalty so what they do so it's best keep off this video is sponsored by the great people at stockcard.io to make this video happen stockcard.io has helped me on my nvidia research as well or else i wouldn't be able to get information details so please do check them out on the link below and hopefully this will help you in your journey for investing research and all the relevant information that you need let's get to my four reasons how this will be a six hundred dollar stock pretty pretty soon i personally think arm should be worth 60 billion dollars the chinese will be more than happy to buy for 60 billion dollars because of huawei while we're chipping money and because if they want to declare on the stock exchange in shanghai hong kong they are willing to pay 60 billion but i don't know why softbank has decided to sell nvidia so i think it's only cheap people think it's expensive i really think it's cheap it's arm will be diversified after this they have dominate in the gpu market they have dominated the cryptocurrency market dominated in gaming market to dominate the services and also the cloud uh infrastructure but now they will have the siege cpu the central processing unit in their arm and now they've got licenses the patents to do to do business with the alexa apple who's going down the arm route now i've got tablets the phones it's just opening up the market so big for our for nvidia and the third reason is nvidia versus amd people always say they're gonna look first honestly nvidia before buying arm the p ratio of 90 90 times over compared to amd who's over price of 150 even 12 billion sales versus 6 billion revenue for amd but then buying the gpu market i see them going from 12 billion a year to 16 16 to 20 in the next five to seven years and my final reason is the sales revenue and video to hit 600 they have to be worth a 500 billion dollar company they're starting this selling is 300 billion just now and if they start if they start with arm if they start with developing arms selling his license growing go international going europe in britain or maybe move to offices back they are just going to set and establish themselves tentacles are spreading globally are just going to spread and settle down but the fact that they're going to be owning different patents different licenses making their life more easier it's just it's just mind-blowing it's just mind-blowing i'm so surprised that this will happen with the rules in europe if the rules in america you know one company shouldn't dominate so much of the market but because this is a missing puzzle piece they might go through but then it's going to be lots of restriction the britain political body has already said that nobody should be buying arm arms should be a british brand staying in britain so i'm not sure how jensen huang will be playing it will it be pulling it back to silicon valley or will it allow to stay in europe but if you want a company to grow it needs to be in one headquarter place do you keep it as two companies or did you keep one company so we shall see we should know what to do but as the price standpoint for nvidia at 3 486 i think it's a good buy just now as you can check on my chart which i discussed this on my previous video the first buying point we are at a good buying point just now we are at a very good buying point just now 484 what's my trigger buy so not far off so if anybody not bought it yet you know you can freely go in the next trigger point for my nvidia buy if it still drops tax sell off or forever whatever reason 430 429 430 bucks would be a good point to go in second and then will it drop as low as 386 on my third bind we need to watch but that's a really really strong support line there and it's going to take a lot to take in video even lower than that as we stand as the current news that we have so this is where i am with nvidia it gives me a lot more confidence investing such a great company after buying out arm hopefully fingers crossed that will happen and uh yep okay so please do like and subscribe my video and hopefully to see you soon all right before i go before i say goodbye please do like and subscribe on my youtube channel follow me on facebook and if you want support me on patreon as well so i can produce content like this every single day for you guys to give you guys value so please do share be sure to share this video to help us grow our youtube channel yeah alright guys three two one bye
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