Jim Cramer: “This is INCREDIBLE NEWS for Nvidia Stock Investors” | Nvidia stock | nvda stock

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엔비디아 시총이 3조 달러를 넘어 애플을 제치고 2위로 올라섰고, 10대1 액면분할을 앞둔 시점. AI 칩 시장 점유율(70~95%)과 데이터센터 매출 급증을 근거로 실적 성장 지속을 전망. 마이크로소프트 시총 추월 가능성도 언급. 반면 반독점 조사(DOJ·FTC) 리스크와 높은 밸류에이션에 대한 불확실성도 함께 제기됨. 전반적으로 낙관적 톤의 긍정 시각.

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01. when I asked my German car dealer what made their car so Superior she might mention Vidia that's how I found out about a dozen or so years ago when the head of Ali North America tipped me off about nvidia's non-gaming greatness on a day when the NASDAQ exploded higher surging 1.96% as the Dow gained 96 points and the SNP rallied 1.18% for years very few people knew Jensen Wang's name the CEO of in video was seen as someone who made the best chips for video games if he was seen at all we must consider the impact this man has on the market because as far as I can recall no other executive has had this much influence over US Stocks it's a fitting homage considering that as of right now nvidia's market capitalization has surpassed apples coming in just shy of the 3012 trillion Mark for the latter Steve Jobs the iPhone Microsoft Bill Gates je bezos's nothing like Jensen at all how has the CEO of Nvidia produced a bigger Splash than even Steve Jobs with Bill Gates Mark Zuckerberg of Amazon Facebook and meta are individuals who directly transform the world they're amazing men look Jensen is a young brilliant immigrant from America who fought his way up the Denny's ladder to become a dishwasher he also earned degrees and started a business that nearly failed but Annie Gro fired him for standing up to Intel even though the company's highest officials believe Jensen's Lightning Fast processors were the future $3 trillion is nvidia's market cap with semiconductors that have sparked an industrial revolution Intel is worth an impressive $1 10031 billion recently nvidia's market value surpassed $3 trillion making the chip producer the second most valuable business in the world surpassing Apple the developer of the iPhone this continued an astoundingly quick rise that began last year supported by investors who believed Nvidia would emerge as the biggest beneficiary from a wave of investments in a and I the home of cnbc's Mad Money Jim Kramer remains optimistic about Nvidia and asserts that Jensen hang's influence on the stock market as a whole is indisputable because Nvidia can Propel other stocks higher when they SAR however Kramer is not the only one betting big on the company Miss zho a major Japanese Bank recently raised its price Target onvia stock which we will discuss in today's video along with where investors should purchase Nvidia stock following the split but before we do that if you want to stay up to date on the most recent developments from Nvidia and the stock market you may subscribe to our channel to ensure you don't miss any changes returning to the video for today let's discuss Nvidia once more you should be grinning broadly because you own it does this make complete sense to you or does it simply defy Logic No I don't want to sound like a broken record but reaching three trillion dollars on an intrinsic value basis is pretty difficult having said that if you were creating the ideal momentum company from scratch Nvidia would be it and it has an amazing story in the medium term a CEO who maintains focus and avoids distractions can meet objectives I believe you're witnessing one of the greatest momentum plays in history unfold before you because of the way they've built up the game and the market that enters the picture if experts are consulted I believe the best word to describe how you would view this Stock's value at this point is re-evaluating if you previously believe the stock was overpriced what do you think now and are you viewing it differently oh well every time an earnings report is released you have to review your basic narrative I believe that my basic story has expanded from a year ago in part due to nvidia's achievements and in part to the potential that artificial intelligence is demonstrating in the broader economy and Market I recently heard about HP Enterprises reporting higher earnings due to Ai and I think that this trend is continuing with the major tech companies I believe that AI is starting to permute beyond the architecture part of the business and into Services products and other software I also believe that this will have a ripple effect on shops and other companies Maho maintained its buy rating on viia stock and increased its price Target from $1,180 to $1,275 this was prior to the stock split and even though the price of the stock has since dropped significantly this move by mizuo indicates that many prominent Wall Street figures continue to anticipate the company will see rapid growth this is especially true as Nvidia gears up to introduce its next generation Blackwell gpus this year which will supersede the recently revealed Reuben platform in 2026 Nvidia will be able to hold on to its position in the enormous AI chip Market which is expected to grow at a compound annual growth rate of 38.6% to reach $372 billion in 2032 thanks to this cycle of introducing new Chips annually notably between 70% and 95% of the market share for AI chip is held by nvidia's AI accelerators thus if it can keep up this pace it will continue to generate hundreds of billions of dollars in sales over the next few years indicating that the company has a very bright future considering all of this is it now appropriate to purchase Nvidia stock following the stock split let's see what we lately learned Jim Kramer stated that Nvidia May surpass Microsoft as the largest corporation in the world and we wholeheartedly concur occur Microsoft was established about half a century ago and the firm transformed personal Computing with its Windows operating system over time Microsoft has transformed from a PC firm to one that operates in several different Industries helping to open up new growth opportunities and contributing to the company's Rising valuation as a result Microsoft has become one of the computer industry's most Diversified businesses comparatively speaking Nvidia is a much younger company than Microsoft but even though it began as a manufacturer of gaming gpus it soon expanded into much more for example Nvidia is now engaged in robotics enterprise software autonomous driving and more it also makes significant investments in Ai and Tech startups as a result we can say that Nvidia has followed a path to the trillion dooll club that is remarkably similar to Microsoft's however has Nvidia overtaken the largest compan in the world let's compare the two to find out Nvidia dropped today in Aid news that the doj and FTC plan to launch antitrust investigations into the company these developments coincide with nvidia's surpassing of $3 trillion in market capitalization yesterday and ahead of the company's 10 for one forward stock split which is set to take effect tomorrow after the close and Microsoft and openai looking at their Supremacy in the artificial intelligence business Ben rit's from melus research discussed this with us and while we saw some selling and some pressure on the stock today we also saw an incredible runup following earnings last month when asked what his initial thoughts were on these antitrust headlines and reports specifically whether there is any risk or cause for concern with the stock given its current trading levels he said I'm still trying to wrap my head around this and I trust then you know these are hard for an analyst to find out on but I'm just wondering what they're thinking here we'll just have to wait and see but I believe that by concentrating on the fundamentals we'll be in a good place we have to deal with Google and apple as well as Microsoft and Nvidia which are all under my coverage they must be upset with Invidia for realizing the world was handed in this direction before anyone else and creating the best chips and changing the world I'm not really sure what Nvidia can really say because as you know you might have to blame some of your rival for simply failing to recognize the GPU Market as Jensen did several decades ago anyway let's just concentrate on the fundamentals when comparing the market caps of Microsoft and Nvidia the most important factor to consider is the rate of growth if Nvidia maintains its current growth rate it should easily surpass Microsoft as the most valuable company in the world having gained over $1 trillion in market capitalization just this year the NASDAQ 100 has increased due in large part to nvidia's incredible 121% gains in 2024 even though Microsoft has gained about $360 billion the Stock's remarkable rally appears to be here to stay as many Wall Street analysts have raised their earnings expectations for the chipmaker in the wake of its most recent quarterly report if you watch the entire video thank you it takes a lot of work and time to create these so if you liked it please hit the like button and subscribe to the channel your support will greatly Aid in our growth indeed we firmly believe that this is the next big thing it's the closest thing yet this is the AI version of what they're doing they're creating a solution that's TurnKey to allow you to monetize Ai and hopefully it's ahead of us we just feel that if you believe in AI you believe it will be monetized by the world's largest Custom Companies and then filter down this is the way to play it we were fortunate enough to be analysts covering apple and witnessing them create an ecosystem where they basically did a full stack solution and allowed you to monetize a whole app ecosystem we have been quite vocal about the $45 price point and the need for earnings power to be shown within an investable time frame even at the current value that number is far less than 30 times so throughout the last 30 days we have had some Faith Jensen here in the group there are two main reasons why Wall Street analysts expect Nvidia to deliver stronger earnings first the company has been able to maintain its strangle hold over the AI chip Market as it ended 2023 with a 94% share of the AI server Market 47 analysts have increased their earnings per share estimate for NVIDIA for the fiscal year 2025 while four analysts had already increased their estimate for the fiscal year 2026 due to this its revenue from sales of data center chips decreased by an ounding 427 per year-over-year in the first quarter of fiscal 2025 to a record 22.6 billion in contrast nvidia's primary Rivals AMD and Intel reported data center revenue of $2.3 billion and $3 billion respectively in the first quarter of 2024 demonstrating just how much of a lead Nvidia has in this market what's even better is that Nvidia can continue to maintain its dominance in the AI chip Market even with the introduction of a new generation of chips that could close the gap it currently holds over competitors regarding the hopper architecture the business also stated that it will struggle to match the demand for its forthcoming Blackwell processors until 2025 this suggests that the company's lead in AI is here to stay and should enable it to produce more AI graphics cards according to Raymond James the second reason analysts are concerned about nvidia's growing profit margin is the company's enormous pricing power in AI chips Nvidia may have to spend $6,000 to produce a single Blackwell b200 accelerator but since each processor is anticipated to sell for between $30,000 and $440,000 the company stands to profit handsomely from its new Chips given the markets phenomenal growth the market for AI chips is expected to be very profitable for NVIDIA due to the previously mentioned factors as a result there is a good chance that this AI stock will continue to rise after the impressive gains it has already recorded in 2024 what do you think about Nvidia stock is it worth the money right now please share your thoughts in the comments section if you'd like to know what companies like Nvidia have been up to lately please let us know in conclusion The Narrative of never sell viia encapsulates aour journey through one of the most dynamic and influential companies in the tech industry envid is pioneering advancements in GPU technology Ai and data science have not only revolutionized gaming but have also established a strong foothold in various high growth sectors including autonomous vehicles health care and finance the company's Relentless Innovation and strategic positioning make it a Cornerstone for any forward-thinking Investment Portfolio as we we've explored nvidia's robust financial performance coupled with its Visionary leadership under Jensen hang underscores a trajectory of sustained growth and adaptability the demand for high performance Computing and AI Solutions continues to Surge Nvidia is at the Forefront of meeting these needs with groundbreaking products like the RTX series and the a100 tensor core gpus their continuous investment in R and D and strategic Acquisitions such as as melanox and arm pending regulatory approval further solidify their market dominance and future growth potential Invidia involvement in the burgeoning metaverse and their Omniverse platform signifies their Readiness to capitalize on emerging trends that could Define the next decade the potential for exponential growth in these areas presents an exciting Horizon for long-term investors nidia's extensive ecosystem which seamlessly integrates hardware and software Solutions providing a Competitive Edge that is hard to match however investing is a long-term game and while nvidia's prospects are exceptionally bright it's crucial to stay informed and adaptable markets can be volatile and diversification remains a key strategy for mitigating risks prior to making any decisions always take your risk tolerance and investment goals into account thank you for joining us on this insightful exploration of nvidia's investment potential we hope this analysis has provided valuable perspectives and reaffirmed your confidence in this Tech Titans future if you enjoyed this video and found it informative please give us a thumbs up your support helps us create more content to guide you on your investment Journey Don't forget to share this video with fellow investors who might benefit from this information