저자: JimCramer · 외국인
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엔비디아 주가가 1년간 234.9% 상승했으나 최근 급락 후 139달러 수준으로 회복. 크라머는 고PE는 기술주 투자에서 정상이며 PEG 기준도 높지만 회계 기준이 과거 방식이라 평가가 왜곡됐다고 주장. 엔비디아는 AI가 역사상 최대 투자 테마 중 하나라며 아직 초기 단계로 보고 지속 매수 중. 주요 근거로 Zoho·Tech Mahindra 등 파트너십, 인도 AI 칩 개발 및 태국 확장 언급.
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now let me just go over this one thing when when you look at Nvidia last night there was a Denmark or uh the first we have the first Sovereign AI it's in Denmark I think it's big it's linked with Nova nordis but David going to India now India I don't know if you know it's CNBC India it's a big anniversary I do but but um India 1.4 1.4 billion uh and there's a 3-day conference and the stocks down now what is that about on WE there's onwe toward winners we Haven even covered Verve yet on WE that's and we're going to get we're going to get an opening bell so we're going to get cut off here could be AI That's writing these stories you know we didn't get to AI who invoked AI in Jensen today quiz hint 10:00 show not mine because I'm furious about it I'm I I'm not sure what you're I'm not following who this morning of the major companies since not Tex instruments invoked Ai and and Jensen Wong to me in terms of a partnership that they have that's helping sales I don't know Carl any guesses Coca-Cola really James quizy and you'll probably hear about that on the 10 cuz they're trying to figure remember they have a DTC uh strategy it's not going to be in your documents like this is all my look at the earnings that's all I'm just trying to but there was weakness in India there was weakness in China there is a monsoon season in India that did depress sales and that's really what's going on we're talking about Coke now yeah yeah well what yeah well we put up in did oh okay in the electrifying world of stocks where Peaks and plunges keep investors on the edge of their seats one name has recently sent an invigorating jolt through the market Nvidia Corp as the tech Behemoth rides the stratospheric wave of Aid driven growth it's clear something groundbreaking is a foot hovering over the financial landscape like a Colossus Nvidia has shattered previous Peaks its stocks soaring like Phoenix's rising from digital ashes with a staggering 234.
n% return in the past year it's no surprise that exchange traded funds Tethered to this chip giant are echoing its meteoric Ascent drenched in awe and speculation these ETFs are basking in staggering gains driven by the Visionary leadership of Jensen hang and nvidia's Relentless March into ai's boundless Frontier yet this is just the tip of the iceberg beneath lies a deeper tale of Partnerships strategic expansions and an AI Revolution that promises to redefine markets and industries across the globe stay tuned as we delve into nvidia's latest exploits and examine their implications for Savvy investors seeking the next golden opportunity welcome back everyone to invest ocracy Nvidia stood at $43 a year ago yesterday was at 143 doesn't even Nvidia deserve a rest wasn't it due for a pullback remember from mid July through early August Nvidia fell from 134 to 98 then it shot back up to 130 before plunging to 102 by early September remember that was the Fable double top that didn't work both times I read the obituaries on on Nvidia with viewings and wakes Galore they read certifiably deadly must have been prepared before you know like those tremendous New York Times oits everything but the funeral problem was listed oh yes in the time and day yet even after today's $4 Beatdown Nvidia is still at 139 change higher than it July Peak has something gone wrong here of course not do you know something the greatest stock of this generation is simply taking a periodic break like we've seen many times before do you know that even the greatest horse of all time Secretariat lost to onion in the Whitney and Prov out in the w i i don't even know where those horses I don't know any of those loser Enid's Journey this past year is akin to a stock market fairy tale where the protagonist not only overcomes odds but reshapes the narrative altogether as the company hit alltime highs with 234.
9% returns its impact reverberated across a variety of ETFs Granite shares two times long nvda daily ETF dedicated exclusively to Nvidia witnessed an astounding 47994 increase but even those with Diversified Holdings like the pro shares Ultra semiconductors with a 53.92 Nvidia stake climbed a dizzying 29.8% in a stock market joke worthy scenario one could argue that Nvidia seems to be doing laps around its competitors perhaps fueled by some hidden semiconductor superpower concrete data supports the these impressive Feats the direction daily semiconductor bull 3x shares s oxl and the I shares semiconductor ETFs oxx hold Nvidia as 8.15% and 99.69% of their portfolios respectively and have notched gains of 11.65% and 50.4 n% these figures aren't merely numbers fluctuating on a stock ticker they are potent indicators of nvidia's formidable Market position animated by Soaring demand in Ai and broader Tech revolu X let's talk about Nvidia because that's one right again same similar thing right this hit a new high then it tumbled all the way down I think in intraday one session was down to 90 bucks everyone say get out get out get out the story is over yada yada uh uh but it it's come back all the way back what what are you thinking here I mean I know you owned it in the past do you own it do you still want to buy it should people buy it well we stuck to it you know we started into it seriously when about 110 bucks and I said specifically it's going to go to a th in Split so yeah we're still in it we're still accumulating shares I think it's tremendously undervalued AI is one of the single largest investing themes in recorded human history this game is still early Innings and confusing the situation Charles valuations that people talk about all the time do not reflect Tech investing accurately so a high PE is exactly what you're going to get when it comes to digital investment you use PEG ratio yeah I do use the PEG ratio and again it's it's high but look at the Antiquated accounting recognition that is foisted upon stocks like this so I think people are making a trend this mistake even though that kind of analysis is still accepted as Dogma yeah we should note that a major firmness week said it's going to go to 190 and that their free cash flow to your point will rival that of apples uh and we also know and we also know that the Mac 7 so far earnings season you know they they keep delivering right they're the ones that in the S&P 500 that are really still delivering the earnings and uh I just I just get really confused when when they when they everyone tries to play The Guessing Game on tops beyond the graphs nvidia's latest Partnerships illuminate its strategic foresight teaming up with Zoho and Tech Mahindra it is crafting AI innovation designed to empower Enterprises Zoho is integrating Nvidia Nemo into its SAS applications earmarking an additional 10 million us on top of previous Investments Ram prosh Rama Mory highlighted their mission to create business tailored large language models emphasizing context as a key AI element Tech Mahindra on the other hand is leveraging nvidia's AI platform to Foster Enterprise grade AI focusing on new linguistic models through projects like indust 2 .0 AOS Sona captures the essence of nvidia's vision calling the collaboration a new Benchmark for AI development in response to these advancements social media has been a buzz enthusiastic tweets underscore how nvidia's technological prowess resonates with diverse communities onlookers and investors alike are captivated by the scale of what's unfolding it's no exaggeration to say that nvidia's current trajectory is a spectacle befitting a blockbuster epic nvidia's Global expansion efforts further valid its momentum and Market Presence by fortifying AI chip development in India and expanding in Thailand Nvidia aims to bolster the semiconductor supply chain broadening its influence Beyond Western markets this growth trajectory reflects a calculated approach to solidify nvidia's domination potentially serving as a blueprint for tech companies worldwid noticed in the release that you talk about your Nvidia partnership and earnings which is I think a sign of the times how how far along are you in this gen AI I know you've been working on it with marketing with R&D for drinks where are you in that process and what's possible here yeah I think we're starting to get past the phase of you know which people have been using for ages of C of the analytical AI models uh through using AI in some of the Innovation the beverage reformulation all the way through to the next Frontier at least for us from our marketing transformation point of view which will be the moving from image to video and from text to sound to voice to music uh and we are starting to uh uh make ads uh now uh and and looking at where to use them and when and seeing whether we can have you know true life quality through the AI and I think we we are we're arriving at that point with the technology and we're seeing whether they can be made faster and cheaper and then we're also arriving at that point uh with the technology so I think we're going to start see to see it bleeding into the marketplace um and it is a productivity and Effectiveness opportunity uh for us so I think we're going to start to see that next wave of truly generative uh video and sound as Nvidia continues to make headlines and reshape Industries investing in its stock or related ETFs presents a compelling opportunity the current trajectory suggests not just growth but the potential for transformative impact analysts project continued bullish activities stirred by nvidia's AI advancements and Global expansion strategies remarkably nvidia's stock isn't just holding value it's setting the stage for its next ascendency in today's fluid markets riding the wave with a tech Titan like Nvidia could be a GameChanger for the Discerning investor its strategic Partnerships and Innovations suggests that Nvidia isn't just keeping Pace with Trends it's creating them for those looking to invest wisely the prospect of being part of nvidia's burgeoning legacy is electrifying we'd love to hear your thoughts on this investment Journey are you ready to dive into nvidia's evolving narrative or do you foresee different Adventures on the horizon let us know what you think as the world of stocks Waits for No On
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