원문 보기
welcome back to another episode today i'm gonna take a quick look at my favorite company out right now this is nvidia my number one position in my portfolio uh and there there are some news we want to cover today well i want to cover uh pretty much the arm acquisition uh but also some recent news about how nvidia is just powering the world every single week i feel like we get some form of new partnership or some form of just insight information on how this company is pretty much changing the world i also have a free newsletter where i send out every week and has a presentation of every stocks that i cover finally discord channel free a lot of great-minded investors right now so nvidia today stock price is down about 1.1 market has been a bit kind of crazy the past two weeks uh or so but nvidia is holding strength right this is one that uh from its all-time highs is only down about four percent uh so nvidia's is definitely carrying my portfolio holding it in its back unfortunately i do know hey if this kind of takes a hit um it can be a little bit i wouldn't say scary um but it would suck in the short term for my portfolio all right so the first thing i want to take a quick look at is this arm acquisition and if you guys have been watching my videos since i've been talking about nvidia um this arm acquisition is one that i did not believe had a high chance of happening i thought it was very very low now after this news that the ftc sues to kind of block um this merger with nvidia and arm i believe it's almost near impossible it's still possible right there's still like a one two three percent low single digits percentage chance of it happening um but if i was to put my money into it i think it would it's not gonna happen uh but we can see the ftc complaints um complaint alleges that the combined firm would have the means and incentives to stifle innovative next generation technologies including those used to run data centers and driver a system systems in cars driver assistance systems in cars that was weird to say um so so yeah the i mean ftc came out said hey right now if this request station goes through it's gonna delay uh it's gonna delay kind of innovation in the future uh they go a little bit more you can check out uh check out this website just go to ftc.gov and search arm or semiconductor and you should see it pop up uh but the three worldwide markets that the ftc is concerned is first like i mentioned the auto advanced driver assistance system for passenger vehicles the second is dpus which are advanced networking products and the third are just arm-based cpus for cloud computing service providers so they believe that these three markets would be affected i do want to say in the arm-based cpus i think this is very very weak in my opinion i the arm-based cpus are less than uh i wanna say less than five percent of the market i think even lower than that uh right now the x 86 is what really drives cpus in the clouding market and just in in general uh and that's run by intel by intel right so i i just don't get how the uh this is one that it makes no sense right if you if right now there's a monopoly with pretty much in the x86 um and they're worried of the arm-based cpus which is low single digits i thought that was weird we can see the complaint also alleges that the acquisition will harm competition by giving nvidia access to the competitively sensitive information of arms licensees some who are nvidia's rival uh so this is the main reason again if the usftc regulators are already kind of halting this i do believe the chances of this happening are very very lull.com jose to get your free 10 stock picks now and the ftc has this i believe it's like a 10 page nope it's longer 24 page of paper again if you go to the ftc gov website you can find it and read it yourself if you want those were pretty much the main points but another thing that a lot of investors are worried about are the hey uh is nvidia going to lose out on some money after if this acquisition closes out the answer is yes nvidia will lose out of some money uh they kind of had this deposit amount and here we're taking a look at the arm nvidia acquisition uh paperwork filing uh filed in september 2020 i believe or or sometime late 2020 and there is this deposited amount which is 1.25 billion dollars and this is non-refundable if the closing is due to any form of termination and if this is to terminate nvidia will lose this 1.25 billion dollar but on the bright side of it this money has already been paid uh so if we take a quick look at their 10q report for the quarter ending october 25th of 2020 so last year not this most recent quarter last year we can take a look that hey um based on the arm acquisition nvidia paid kind of a two billion dollar in cash at signing uh 1.25 is actually part of that non-refundable if things don't work out all right so next i want to take a quick look at how nvidia is changing the world this is a blog post uh on december 7th so yesterday and if you are an nvidia investor i definitely recommend taking a look at their blogs every week or so they share a lot of great insights of how they're changing the market but here they're talking about how machine learning and accelerated computing are giving engineers ways to design better semiconductors faster according to research detail in the keynote by nvidia's chief scientist and right here it shows that using artificial intelligence and and using uh accelerated systems from their gpus now we can make kind of these super human results with better circuits than anyone could design by hand and i think this is amazing i do believe this new technology that's coming out is gonna revolutionize the way we have technology in the next 10 years technological advancement with ai and with accelerated systems i believe is a game changer and i'm pretty excited just to be in the forefront of investing in a company like this but also that i'm super young and i get to experience the type of changes that i believe can happen within the next 10 years not only just technological advancement but i believe in medicine advancement as well thanks to these gpu accelerated system and to the power of artificial intelligence um but here they mentioned that nvidia collaborated with cadence design system which is a publicly traded company a leading provider of eda software so if you're not in the field you might be like jose what the heck is eda software eta software i've kind of used it back in my electrical engineering days um it's more like a electrical design automation system so if you're kind of creating circuit boards if you're creating some form of chips you're most likely using an eda software so i mean you know chips boards go pretty much in every form of technology right now eda software is one that helps to make sure hey you're you're transmitting the correct information uh it is everything is placed properly uh it's it's so it's very very needed in the circuit design world electrical engineering robotics automations and that sort and they kind of included their accelerated system there and then improve the performance of condensed systems or some of condenses platform dramatically which i think is super super important um and it also over here they say that nvidia already uses some of these technique techniques of using artificial intelligence of using accelerate system to create some of their gpus and they plan to use them in the future so this is pretty exciting to me and next i want to also talk about their cloud services so using nvidia's ai some of these oems have set records for training ai models fastest in the latest ml performance benchmarks released today and that was december 1st of 2021 so every so often kind of these performance benchmarks are being done on oems to kind of see hey which is the fastest which is providing the best performance and those oems that are using nvidia's ai system are performing the best so far and this was december 1st so super excited right i mean it just shows that hey nvidia is a leader in this market now let's just talk around overall price nvidia right now like i mentioned is sitting at 320 is down about 1.5 percent the stock price i do believe is overextended right that doesn't mean the stock price is gonna go down but i am prepared mentally and emotionally that hey this stock has a huge possibility of it pulling down if it does pull down that's okay at these levels i'm personally not adding if i was to add at these levels it would be very small dollar cost averaging to build up a position because it is such a big position in my portfolio this is one that i only wait for some crazy crazy pullbacks for me to add on some more and see you next time you
Comments 0