저자: JimCramer · 외국인
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Cramer는 Nvidia가 6월 이후 횡보했으나 Ellison·Stargate 발표로 수요가 확보됐다고 보며, 데이터센터 투자는 대규모 수익을 낼 수 있다고 주장한다. 중국 딥시크 등 경쟁 위협에는 Blackwell의 투자 회수(4:1) 논리로 반박한다. 로보틱스 장기 성장과 Oracle 저평가도 언급한다. 영상 해설은 Nvidia가 Stargate의 가장 큰 수혜자이며 투자 매력이 명확하다고 결론짓는다.
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I don't know whether Ellison was doing a dance yesterday because he was so happy about this announcement or because he may have a real coup here and I Betty against Ellison has been one of the greatest Fool's games in history man he was on this game yesterday it was interesting to see musk reply to open ai's uh post yesterday saying quote they don't actually have the money so there are some fissures in here somewhere he was talking about SoftBank in particular and when you look at SoftBank uh and what they have on hand and everything else they don't have the money something we can talk now they have a lot of arm if you want to sell some then you can have the money and you will not be able to address that but if we don't ask it then we have not done our job yeah no I'll I'll I can ask it if you don't want to but uh but David we're not on a commercial no sorry all right but uh you know so that does raise the question listen but it's shocking yeah the the um the numbers are going to be extraordinary we know that we talk about it every day in terms of needs to be built to continue to uh to support the infrastructure that needs to be powering all of these AI models whether they be the large language models or smaller models or whatever they may be and then the agentic world that we're all entering we just know the numbers are enormous you want to be in the data center business right now at some point you may not want to be because perhaps some of this money will not go for a great return but everybody's running to do it figuring out how to finance these things private Equity everybody's just you know it's it's a yeah it's a gold rush it continues and and you're seeing the numbers which are extraordinary well had there been a a doubt in people's minds about Nvidia which is at the same price as it was in June that Nvidia may not have the orders it needs well that was ended yesterday because obviously this team up would want everything it could I also think that the whole Sovereign Nation Kurt fuffle that Biden put in at the last minute with 18 friends who can get Nvidia that's going to be just put aside uh I don't think that there is any sense that there is any water being held by that particular stricture by the way in Nvidia may be crucial in something that we hadn't thought of the president wants a smaller trade deficit with China One way to do it is to have them have all the Nvidia chips they want provided they're not used militarily now you could argue how could that ever be I think this president is trying to get everybody's trade deficit to go to a surplus for us and Nvidia is the crucial way to do it that that has the most it ain't soybean is the real yeah where is the balance though Jim between reducing the trade deficit uh boosting our exports and maintaining some semblance of safety around AI well I mean I went to Peter Navar yesterday haven't had chances he's doing a lot of things but you know Peter would be a leader on what's going to happen with the actual intellectual property because he's taught me the idea that inustrial property is basically something you can't be trusted once you give it to China but I would say that I come back as putting my hat on and say all right Nvidia has not been able to break out since June a lot of people feel the stock is over and then you wake up this morning and you realize that Larry Ellison take everyone to get up with a stock price that has soared over Sevenfold in the past 2 years Nvidia has captured not just market share but the attention of Global Investors yet behind this meteoric rise lies more than just current prowess it is powered by the Unstoppable force of artificial intelligence recently a groundbreaking initiative was revealed poised to expand AI infrastructure across the US showcasing a deep partnership between political strategy and technological giants like Nvidia Microsoft and arm Holdings join us as we dive into the wave that is propelling NVIDIA to such dizzying Heights welcome back everyone to invest ocracy I do Wonder der dbos has been doing reporting on this Chinese large language model or AI um chatbot and the like deep seek which they say they have financed with a fraction of the money that they do not have access obviously to the high-end compute that our uh that our uh AI players do anthropic open Ai and on from there and yet it's putting up numbers or performance numbers that are very similar what is going on with that and what does that mean I don't nobody seems to have the answers when you are as visible visible with nvidia's eye and people you're like a magnet someone came up to me with very very uh well capitalized outfit uh saying look we've got something that goes 10 times faster than Nvidia and I said well you know that's terrific I remember when uh when Intel had the 386 and there were companies that had something that was 10 times faster and I don't even know where those companies went to right I think it's scale I think it's the ability to be able to manufacture with 45 plants going on right now and the uh idea of the payback which seems to be left out of the equation all the time how many times has Jensen Wong said the payback is 4 to1 the moment you get Blackwell versus my friend Michael sbles yesterday he's still talking about being a big dragon free cash flow uh I am a believer that you make money when you get a Nvidia Blackwell uh and that means it's got a valuable Project D the Advent of artificial intelligence has transformed Industries and Nvidia has rode this transformative wave with Supreme confidence and unmatched technological prowess dominating the data center GPU space Nvidia holds a stack ring market share of 98% as of the past 2 years a testament to its innovation in creating the underlying architectures of AI systems last Wednesday morning nvidia's stock was not just fluttering it was flying with increases as high as 4.7% eventually settling at an impressive 4.1% by afternoon this lift didn't come by chance a fresh AI initiative rolled out by the US government has investors buzzing announced under the name Stargate this joint venture boasts Investments up to a massive $500 billion over the coming 4 yearother one who you've admired is Jensen Wong of Nvidia you famously on CNBC called the bottom I think there you go it's already had though a huge runup was one of the best performing stocks in the market last year is it still the the darling that you always thought it is it is I'm pounding the table every time Runway you don't worry about the fact that at some point the acceleration and growth slows down it won't not for the foreseeable future and there are upside opport unities if we just take robots and Robotics which people start to talk about the two leading companies in the world are the Elon Musk companies and Nvidia when it comes to Next Generation Robotics and those are markets that are enormous are they three years out 5 years out seven years out don't know but it will happen in a very profound way and there are only a couple companies that are the leaders in the world and it's Nvidia and it's Elon and his circle of wonderful companies anyone out there in the market that you don't think is being appreciated right now that is on the Leading Edge I think Oracle for a long time we talked about it was underappreciated it's more appreciated today but it's still underappreciated I think in many ways when you have Larry Ellison going to work every day doing algorithms around AI computation thinking about the implications for health I would continue to bet big on lel's Nvidia is perfectly positioned to benefit from the enormous energy and technological infrastructure demands that accompany such Endeavors analysts have correlated this initiative with nvidia's consistent dominance highlighting a bright path teeming with opportunities Beyond current valuations collaborating with tech behemoths like Oracle open Ai and SoftBank Stargate announcement has also caught the attention of policy influencers president Trump's Revelation sheds light on a government keen on harnessing and expanding AI Tech Technologies effectively embedding Nvidia deeper into the expansive AI framework and helping us grow that said back to the video so much of this money you can consider this free money for NVIDIA this they are the real winner here it's not it it's not the other companies that are making this announcement with President Trump Nvidia is going to get a big big chunk of these enormous piles of cash that we keep talking about and yes Elon Musk by the way he's built his own full Tech stack in a in a really rapid amount of time at that Colossus Center outside of Memphis Tennessee and we're seeing now open AI come out with its own answer to that not just one Center but they're talking about multiple of these big supercomputer clusters uh throughout the United States starting in Texas which to Kate's point this has already been The Works they're already constructing that first uh Stargate data set are right now for those pondering whether Nvidia is still a wise investment the answer appears remarkably clear yes nvidia's velocity in the stock market paired with a robust AI strategy bolstered by pivotal government initiatives suggests fertile ground for continued growth and so as nvidia's narrative unfolds in both corporate halls and investor circles we turn the spotlight on you what are your thoughts on nvidia's prospects we are eager to hear your insights on this groundbreaking Journey
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