저자: JimCramer · 외국인
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엔비디아 GTC 행사에서 파트너사들을 소개하며 AI 수혜 가능성을 언급. 게티이미지·셔터스톡은 블랙웰 칩용 데이터로 재평가 가능, 메드트로닉·J&J·GE헬스케어·JP모건도 엔비디아 협업 관련 긍정적 언급. J&J는 소송 리스크로 매수 보류. 엔비디아 파트너 생태계가 투자 아이디어를 제공한다는 주장.
다듬은 글
n money welcome to the Woodstock of AI invidious GPU Tech conference came but to explain the stuff when it comes to Tech we throw around the same buzzwords over and over ecosystem platform so software is a service all terms that have become authentic Silicon Valley gibberish and then there's Nvidia a company that has more Partnerships in and out of tech than just about any business in the world on day two of our trip to the West Coast we went from Booth to booth at the most exciting Trade Show on Earth and I marveled at what the nonte companies are doing with nvidia's accelerated Computing and generative AI technology I think the non-tech partners could represent the best opportunities because they fly under the radar compared to the mega cap texts that we're always hearing about and talking about so on a day when the Dow rallied 320 points S&B game.
56% and the NASDAQ Advanced 39% let me explain the unsung heroes of the GTC conference if you look at the customer list for nvidia's new Blackwell chip which can cost as much as 40gs you see the familiar names of meta super micro Microsoft Google Oracle Tesla we're talking to synopsis tonight big name in electronic design automation software great stock then you also see outfits like L'Oreal uh Capital One BMW PayPal Pinterest Ford motor metronic Rockwall automation not to mention Johnson and Johnson Getty Images and shutter stock hey let's break some of these down because they explain the reach that Nvidia has and they can point us to who's getting it right with Jensen which matters because if you don't get it right I think your business falls behind sell sell sell we'll start with the last two that I mentioned Getty Images and shutter stock now they got mentioned multiple times because they have the IM that can be fed into this new Blackwell chip to teach it to recognize things now I haven't been a fan of Getty because it came public via a spot deal and the vast majority of those were garbage with only a few exceptions like verive or draft Cas Getty's had stagnant revenues for the last three years and this do has been a real Bow Wow but it's time to crack open the books on this one because on its recent conference call management talked about his partnership guest with Nvidia and how will be and I quote releasing a newly trained model soon and we will also enable AI cap capabilities across our entire pre-shock creative Library end quote they're also launching video partnership with Nvidia hey that's precisely what Jensen Wong's been talking about video pictures could breath some new life into Getty same deal with shutter stop similar business flat revenues but now they're working with Nvidia I think both these companies need to be reassessed simply by virtue of them being spoken about positively in relation to generative artificial intelligence learning in this room G's pure speculation sh could prove to be a real investment if that Blackwell business is big enough I saw from Jensen's keynote that a German company zans is the most Progressive company when it comes to building digital twin factories for its clients that's the process of simulating a factory right down to the floor to get it right before you build anything eliminating waste and and things that just don't work well again worth looking into it's the medical device companies that that I find most intriguing as Investments take metronic a company that I spoke highly of after hearing speaking at the JP Morgan Healthcare conference back in San Francisco in January and a little notice released a year ago Nvidia announced that it's beginning to collaborate with metronic to bring out AI based solutions for patient care specifically they're working with Nvidia to develop a smarter more effective colonoscopy module Nvidia is like a colonoscopy co-pilot helping to reduce the rate of Mis poops avoiding cancer then there's migraine as someone who before treatment average a 26 migraine a month let me tell you it's enough to propel Propel me to be the chief spokesperson for the migraine Foundation America I I want to know what metronics doing in neuromodulation taking with the brain is Tough Enough maybe Nvidia can help them and help the American migraine Foundation get the breakthroughs that we're all looking for I sure hope so that tronic also specializes in hypertension talk about a disease that's right for new AI inspired treatment Jensen praise Johnson Johnson for trying to automate the entire operating room something that could be a needle mover for J&J if not for all the devastating ESP as T lawsuits I'm also you know what I actually am tempted to buy this storn stock it is the cheapest I've ever seen it me but as I told members of the CNBC investing Club you can't own something that's besieged by litigation it won't work it's a shame because J&J is clearly leading the way in terms of working to digitize the hospital with accelerated Computing and yes gener of AI what else I was gratified to hear the GE help heare got mentioned a couple of times GE Healthcare chatable trust name has been soaring of late and a lot of that strength comes from new equipment that can examine patterns and suggest courses of care inference the inference produced by Nvidia super chip something that will only get better when Blackwell the Next Generation chip comes out I know from the cyber security companies I speak to that JP Morgan's often mentioned as the class of the field when it comes to fraud detection when it comes to risk management sure enough they use Nvidia to calculate risk in almost real time reasonal on the stock look when you decide to buy a financial like JM and you want to have risk safeguards who knows what might have happened to the banks that went under during the Min crisis last year had the ability to make those calculations immediately rather than overnight maybe they wouldn't have fallen apart okay so we don't know if any of these things are necessarily additive to earnings per share at least not yet but that's not how you should think about it when you think about picking stocks you know what sometimes you need to work backwards J&J wants to automate the entire operating room hey what does that say about utive surgical stock I like very much metatronic might have a new colonoscopy that doesn't miss a cancerous po or heaven forbid something that might work on my brain to beat the impossible migraine well it'll work maybe here's the bottom line you need knowledge to make money the knowledge isn't always in the conference core the animal supports sometimes it's right here like the perin letter hidden in glorious Plain Sight you just have to get off the desk and find it by going to the GPU technology Conference of Nvidia and seeing who's showing up their Wares the most important AI event of the Year let's take calls let's go to Robert in New York Robert jim I've got to thank you for making me financially independent you have done it for me and I tell you this all the time and because of you I can get on and and and fly first class without worrying about money because I've watched you and I've listened to your guidance but any I know you I know you pressed for time let's talk about no no I have time to thank you sir thank you oh Jim go ahead I'm sure go ahead yeah let's talk about a stock that has a high of $157 and a low of around 94 the earnings are due out on April 18th the company is expected to report EPS of $39 up 133% from the prior quarter and the company is Dr Horton okay this is going to be tough more of the FED meets there's always some yahoos who think that the FED did something wrong and that brings Horton down if I wanted to buy the stock I wait three days and then I buy Horton which is a fabulous home builder Lenor and too are indeed my two favorites and thank you for the kind comments look you need knowledge to make money and that's why we're here oh man my tonight I'm bringing you tonight's show from the four of invidious GTC event in case should figure out what the heck this is hitting all things AI from the heart of innovation I'm kicking these off with the first part of my conversation with the Godfather AI himself Jenson Wong you do not want to miss this that I've got the CEO of Chip designer synopsis working closely with theid to create these newly announced groundbreaking chips and I'm hearing about the latest in AI Innovation from Snowflake I know which one you like with the company's new CEO so stay with
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