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dstrat he joins me at post9 h I number in a whirlwind of activity tracing through the stock market one name Echoes with marked anticipation Nvidia the company recently made headlines with an astonishing boost in its third quarter earnings thanks to a selective group of clients making up a meaty 36% of its colossal $35 billion Revenue these curious and unnamed key players have sparked Buzz across investment circles plotting nvidia's tale of success intertwined with risks with tech behemoths like Microsoft always lingering close this dependency raises eyebrows as it 40s nvidia's remarkable yet precarious growth es uh mean was doing my show uh I have a show and every time I see an proper place and time is a price ler and I tight tight c yel you're and I are tight that stock done going down it's ridiculous by I'm The Sun Also Rises I'm I'm just reading it e a shame know ing am what if pal at BR missed um wher to know and I feel like that it's a brand new Intel so it couldn't get worse so it only can get better perfect thank God he's good he's really good thank you as The Whispers in the financial World grew louder fueled by nvidia's Massive strides in the GPU domain a sector known for fueling artificial intelligence Ventures the focal point shifted to these enigmatic top buyers was it a tech novice's idea of a solid bet or the seasoned investors's next big move one joke encapsulated the stock market's sentiment perfectly why did Nvidia bring a ladder to the market to reach New Heights with its AI chips and clients yet behind this Gest stood undeniable truths the demand for AI capable chips has rocketed bolstered by nvidia's new Blackwell GPU architecture which boasts a mind-blowing performance leap from previous models while nvidia's pricing power brings smiles to investors faces translating into extra profits and jaw-dropping Market valuation gains of $3 trillion over two years the concentration regret is the elephant in the room with three companies collectively soaking up 36% of the revenue cake any reduction in AI spending might dampen nvidia's Spark sales accomplishment peeling back the layers The Narrative paints a scene of tech giants like Microsoft Amazon Oracle and others surging ahead purchasing nvidia's gpus for developing AI prowess and supporting cloud-based services this new era with Nvidia perched as the overlord of chipm was unequaled or so it seemed arat Nvidia is going into the Dow um we learned that news the other day uh and that's going to be Friday before the opening bell just give me a thought on that if we talk about the influence of a Burkshire selling then influencing how the stock trades as it relates to Apple what does this mean for how the stock trades as it relates to inidia I think it keeps his momentum it's the relevance it's it's taking Intel out replacing with Nvidia and basically saying hey this is a company that's going to be there for a long time now you're not going to get that positive Tailwind that if it came into an S&P because there not that many people that buy the Dow index but the relevance of this to show that hey these products going to be here for a while is really good for the stock all right all right and uh Nvidia now briefly pulling ahead of Apple in the market cap race and there you see it's what 3389 versus 3.38 2 it hasn't closed above apple on that metric uh since June so Nvidia doing very nicely thank you very much but neither are suffering I wouldn't say it's impressive in market cap and we are back most Mega cap names lower Following last week's earnings reports with the exception of Nvidia which has not reported yet those Shares are rising on news the company will join the Dow this week here to share his view on the mag 7 is the dean evaluation himself aswat deot of NYU Stern School of Business welcome back it's nice to see you again thank you Scott as a shareholder uh and an observer uh and both are valuable to us you've had a chance now to digest these what's your takeaway I think that that these companies have become really good at playing the earnings game I me you look at them they can they can look they look at the expectations they coming 2 to 3% above at this point you're wondering why even bother with the expectations they're going to Beat It by 2 or 3% I think the real story though is deeper in the earnings reports and I think you see it play out with you know for instance with Microsoft the recognition that ai's products and services the potential is there but the promise is not being delivered in terms of monetization so I I look across the companies no blowouts in either direction but I think in uh in many ways what you need to be looking for is a change narrative and it's not coming right now it's pretty much the same narrative that's been running them all year long forecasts heralding a towering spend on AI infrastructure by micros roft Amazon and alphabet sustain nvidia's optimism yet pose questions about the long run some of these corporations are already charting paths to self-reliance with their chip designs which could tighten the Reign on nvidia's future share of the AI Feast fresh articles tweets and Reflections chimed resonantly highlighting nvidia's gluttonous share of tech Providence and Fabrication troubles like potential heating issues in new Blackwell units these Ripple effects foretell daily revenue dips underlining The Rock and Hard Place spot Nvidia might find itself in if strategic shifts by top customers materialize in tracking stock prices and Echoes from Financial oracles the playful banter do you invest in Nvidia and its magnetic hands or does it pull you alongside for a surprise roller coaster ride sounded less like banter and more like analytical inclination the mindsets have thoroughly permeated investor Gatherings swiftly shuttling between tweet and stock chart predict the next Market move with seasoned Seren mentioned Nvidia it's you know pushing apple right there on the top of the market cap chain um it obviously has had a incredible run but not every stock is in Nvidia in this market how are you judging the semis this is the one place where I really think you've seen and this has really been true all spring into the summer into the fall where you've seen leadership really fracture or split we know how good the Nvidia chart is we know how good broom has been where's Amat where's lamb research where's asml where's Samsung is you know of what is perceived as leadership I think it's the faest of that it's the weakest under the surface only 25% of semis are actually above their 200 day moving average here you do get some good seasonality with semis the next four or six weeks I think if you got a bounce I'd be more inclined to fade that boun in semis and I would be chasing I asked you earlier about Burk are selling Apple so let me flip it and ask you about in Nvidia now and the inclusion in the Dow and and how you're thinking about that based on what you've seen through the years yeah I mean obviously on some level um the the inclusion of Intel previously and not having a play on Nvidia which is 7% of the S&P 500 probably just made the Dow feel a little bit unrepresentative of the economy right now now you could make the case that it's just grabbing onto a high momentum play way after the fact after its greatest gains um I was just looking at the Invidia versus Apple uh equation in terms of you know Market capab neck and neck right now well Nvidia has uh about a third of the revenue in the coming year and about half the net income so you could obviously say it's a more expensive stock but it's growing so much more quickly so in the short term first of all there's no brand new reason to buy a stock because it's in the Dow history says that's not at all a reason to buy there's not a lot of money indexed to the Dow it's much more about uh you know the way that it's validating its its current role uh in the new tech economy which we sort of knew already so again I don't think it's a selda news maybe it's a buy because of the capitulation on Intel but at this point it seems much more about uh the Dow trying to stay relevant as the dust settles is it time to conclude that nvidia's stock scenario is just a digital Mirage tempting as it is the outlook for Nvidia stock remains promising with predictions pointing toward an upward surge into 2025 the owning of Nvidia is for many a ticket to a pioneering future headlined by Advanced GPU Technologies and Aid driven Innovations although dependent on key clients the company's grip on Market leadership and continually surging demand underlines potential untapped growth with expert assessments up the hierarchy and continuous cash flow increases a tactful investment might lead to benefit official outcomes could Nvidia sustain its dominion and Tackle emerging Tech with the same fervor indeed the dialogue among investors and stakeholders positions Nvidia as an intriguing yet challenging element in the stock Arena beckoning commentary and opinions the floor is open what do you think about nvidia's future in this ever evolving Tech
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