저자: DanIves · 외국인
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엔비디아 실적 발표(8/28) 기대감과 AI 수요 확대를 근거로 주가가 단기간 내 $400까지 갈 수 있다고 주장. 마이크로소프트 시가총액 3.4조달러 도달 전망, 나스닥 2025년 20,000 전망 제시. 반도체 반등은 AI 수요 신호로 해석하며 적극적 낙관 입장.
다듬은 글
in the coming months I think there's a good chance this stock will reach $400 for any growth investor this is a no-brainer invest while you can immediately later this month Nvidia will release its profits what do we hope to find here have we tempered expectations going into them is the bar a little bit lower I predict that the August 28th report will be a stunning one perhaps containing the most significant results from any company in perhaps the last four or five years the best indicator of what we observe in terms of spending is Jensen's speech The Godfather of AI we recently returned from Asia where demand is always increasing I believe this is crucial because as the year draws to a close we anticipate that Tech will continue to rise for this reason we believe that as early as 2025 approaches the NASDAQ will still be trading at 20,000 are you referring to China or somewhere else when you claim that demand is ripping higher in Asia I'm referring to the wider demand as seen from the supply chain and as seen from the chips point of view returning to the growth scare we just pay attention to the demand Microsoft and the larger Cloud players are visible when you look at media all of the messy of a plays have been reduced to breadcrumbs from an A standpoint service now is accelerating and I believe the street is still underestimating it in relation to the figures this is why even if many bears have emerged from hibernation over the past two weeks I still believe it's time to hammer the table on our Tech winners the hyperscalers have not been covered despite the fact that we have just covered a lot of territory are those currently a good investment or are they any of the other a benefiting fields we just discussed Amazon is the key to the next layer of artificial intelligence and when you look at the hyperscalers particularly Microsoft and what nadela has done even Google is benefiting greatly Microsoft must therefore be the first thing you see when you glance at that basket we predict that Microsoft's market capitalization will reach $34 trillion in a year with Jensen Nvidia and of course apple with Cupertino and its ey powerered super cycle it's the Godfather of AI webm Security's top Tech analyst Dan IES believes that nvidia's Stock May soon reach $400 per share he has a number of strong Arguments for this prediction the primary motivator is nvidia's unparalleled dominance in the artificial intelligence industry nvidia's gpus are now crucial for enabling these developments as a continues to transform businesses throughout the globe Nvidia is at the Vanguard of the rapidly increasing demand for machine learning models and a driven data centers here I want you on Vidia this week alone has seen an 18.5% increase in the stock what do you think of this stock which has risen 35% since Monday's low look having one of the top beaten names and one of the top five market caps in the world is amazing this stock is its own Casino accounting for a large large portion of the daily fluctuation and even intraday activity the volume of zero days to expiration options that are traded on video every day and the weekly options activity show that individuals are betting on the Stock's next $2 increase or decrease at any given time the amounts of options activity are in the billions of dollars the reason I say that is to emphasize that not everything that happens on your screen is a reference to nvidia's core values AI expenditures or technology general not every 10% increase or decrease is significant and may be undone in a matter of seconds making a decision at this moment is crucial do you own stock Nvidia can you ignore that intraday 3-day and 5-day volatility if you can it's different for Traders who might be both long and short in the same day while having the great time however that type of action is not what the majority of our viewers are searching for the finest thing that inid viida has done this year is to avoid getting overly excited whenever the stock Rises or Falls Nvidia maintained a 4-day winning streak today Rising nearly 20% this week as it recovered above a critical Milestone as Nvidia gets ready to introduce Next Generation technologies that will further secure its Market domination IES thinks that this spike in demand will keep driving the company's stock higher this momentum is further supported by nvidia's Steady Financial outperformance the company has consistently surpassed wall Street's projections and produced solid quarterly earnings that are indicative of its s Tyler I will advise you to purchase Nvidia with caution you'll have to wait into the perform well as long as the competition for I persists over the next 5 years they still expect nvidia's earnings to expand by 40% the stock has done admirably rising from 48 times time 2024 earnings to 34 times next year even with a $3 trillion Market valuation this company could rise because to the eye stimulus propelling those earnings even if it's a cyclical sector dollar cost averaging is the most effective method for establishing a position here I would want a position if you desire exposure to this Market but it must fit with your investment philosophy and discipline verify if the risk is suitable for your portfolio remember that the first 50 customers receive 50% off on immediately SEMA it would be impossible to describe this week's Market without mentioning the chips of course Scott in a relatively short period of time sentiment has changed dramatically stocks of Nvidia and other ch companies fell 2 weeks ago after a story surfaced regarding a delay for the company's Blackwell GPU the demand from VI's existing Graphics Processing Unit the hopper h100 is still very high so it only took a few days for Wall Street analysts who realize that a 3-month delay would not significantly affect profitability as we get closer to nvidia's earnings on the 28th no other company can threaten their Market domination even with AMD posing a slight threat this week alone has seen a 177% increase in Nvidia shares the largest week since May of last year this has helped the eaps that follow these stocks as well as the larger semiconductor industry however AI is not the end of the taale additionally Nvidia has a strategic presence in other quickly expanding Industries including cloud computing driverless cars and gaming their cuttingedge developments in data processing units and AI chips are are increasing their cloud in these industries and creating new sources of income Ides notes that the foundation of his optimistic outlook on Invidia stock is the company's diverse development plan the company is thriving in several high growth markets which distinguishes it from Rivals it is not just about being the best at one thing as the business builds on its leadership in artificial intelligence and other cuttingedge Technologies investor sentiment toward Nvidia is still remarkably optimistic the stocks price is rising as more and more investors flock to it nvidia's remarkable financial performance and strategic posture along with a high level of investor interest IES thinks create a perfect storm that will cause the stock to rise to $400 a share in the upcoming months since everything is in place for NVIDIA to keep growing this price objective is not only possible but also likely to happen welcome back to asterisk fast money asterisk all right this week was the best since March 2023 for the semiconductor industry which is booming Al random statistics for $400 since Monday the Samad ETF has increased by over 10% with all fund members seeing gains taking the lead in the gains Nvidia has increased by almost 19% even though intel only made a 5% profit its stockholders are likely just relieved that the company is now profitable what do you think of this huge comeback and nvidia's 18% increase Tim it's stunning indeed but Brian that's a whole other story with Intel in my opinion semiconductors are up roughly 23% if we take the intraday low from August 5th Black Monday in Japan additionally I would revisit their July 11th top which occurred just before the release of the CPI data and serve as a wake-up call for the broad Market rotation additionally it serve as a reminder that these assess Ms were reasonable in this context Nvidia in particular has continuously delivered strong performance is it their intention to maintain that level of leadership recall that the QQQ outpaced thisi and as long as semiconductors were outperforming it that was a bullish formula that said markets were going to rise the jury is still out as of right now the relative underperformance at AMD has been significant as I've attempted to point out a few times investors are doubting if amd's product line is prepared to compete with Nvidia at the very least over the past six months AMD has lagged the Sam ETF by roughly 35% and despite this recovery it has remained quite stable in relation to the sector what do you think about the semiconductor rally Mike it was an amazing comeback today
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