저자: StacyRasgon · 외국인
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엔비디아 실적(10월말 미발표) 전 수요 지속성 확인이 관건이며 AI 수요는 여전히 견조하다는 진단. TSMC의 미국 공장 수율이 목표를 웃돈다는 소식이 있었고, 인텔은 턴어라운드까지 시간이 걸린다고 평가. 엔비디아의 해자가 두터워 신생 경쟁사 위협은 크지 않다는 입장. 영상 전반은 엔비디아 주가 과거 상승 스토리 위주이며 단기 방향 예측은 명시적으로 많지 않음.
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notice notice Nidia was up A180 and now it's now it's like barely up what is that now it's down Tai Taiwan sem's down very big well is I make as much of that as I make about the fact that alphabet was up big Nvidia is problematic here because the it doesn't report this week so it can't speak for itself it's the 21st I believe yeah although we last week Jim uh that that JP Morgan desk note looking at SK hyx and Taiwan semi and arguing it does set up Nvidia for a nice print I think invid Nvidia is going to have a big number I also thought that there was much more to Jensen Wong's uh fireside chat in India and when you look what he was talking about it's pretty positive but right now it doesn't have the Catalyst that the others have uh but there are uh I have HP on this week uh you Packard Enterprises today I have to tell you oh you got Antonio tonight yeah he is he's very good and I underestimated how great initially but his story is about how he works so well with Nidia and Nvidia needs help to get in so but anyway I mean right now Nvidia doesn't have the catalyst so no other than Jensen is everywhere all the time all at once I mean he's amazing he's is there any podcast he hasn't been on yet was he on Joe Rogan I don't know has he not been on Joe Rogan maybe I don't know um he does make himself available is nice Jason Kel they have a podcast right top rated he hasn't been on with them either I drink Campell soup cuz Jason kelse you do well you're easily influenced of course yeah I'm just I'm you know whatever I see last I buy that's true whatever F in your head was last is what You' tell us touche Queens Philadelphia there it is right there right Met's beat Phillies imagine a time traveling investor arriving in January 1999 with just $50000 in their pocket they stroll into Wall Street eyes wide with dreams of Fortunes and fate and place their bet on a small unassuming Graphics chip company called Nvidia priced at a modest $12 a share fast forward to today and that unassuming investment would be worth a jaw-dropping $1.88 million yes Nvidia a company conceived over coffee and sketches in a Denny's diner has catapulted to the Zenith of the semiconductor world with an influence powerful enough to give Tech giants like Microsoft and Apple a run for their money but how did this Silicon Valley startup burst onto the global stage reshaping both the gaming and AI Industries stay tuned as we dissect the Journey of Nvidia the tech Wizardry that fueled its rise and what the heavyweights like Jensen hang have to say about its revolutionary also continue to monitor the market cap battle between Nvidia and apple let's unpack the chip sector further with Bernstein semiconductor analyst Stacy rascon Stacy it's great to see uh Nvidia doesn't report until late kind of lsh November but of course we have so so many signals this week right um with capex from some of the Meg s what do they need to show us to keep the Invidia party going look they just need to show us that demand is there and strong and ideally growing right I the big concern with I mean there's a number of concerns when anything runs this much but I mean the biggest concern has just been sustainability like the numbers have gotten so big so quickly you you just worry that it can't keep going and like as of right now from everything we can see it looks like it's still going like I I I get the nervousness it clearly is not time to worry this year I don't even think it's time to worry next year we we'll we'll see as we go farther out but I think at this point they just need to show that demand is is strong and growing and accelerating and at least from where understanding right now everything we can see things look pretty good I think let's dive into the drums of Silicon Valley history where in a quaint Denny's Booth Jensen hang Chris malachowski and Curtis Prime crafted what would become Invidia heart the GPU initially aiming to revolutionize gaming Graphics nvidia's technology soon leapt Beyond its original confines this magic chip the graphics Processing Unit didn't just stop at making pixelated figures into jaw-dropping cinematic Marvels it it was soon flexing its muscles in the AI realm transforming how we compute one might say if Steve Jobs had the Apple Jensen hang handed Gamers the joystick then went on to offer AI the CPU just picture gpus as the caffeine in the tech world's coffee essential and electrifying from pioneering GPU architecture to Leading the AI Revolution nvidia's rise wasn't just luck it was strategic genius the introduction of Cuda in 2006 re-imagined gpus as versatile Computing engines establishing Nvidia as a formidable force in the AI Market with data centers reporting $ 26.3 billion in Revenue last quarter alone a staggering 154% increase nvidia's strategic pivot from a teen gaming Guru to an AI Maestro has paid off multitude right as tacy I want to ask you about the story that SEMA was just talking about and that is the idea that um Trump especially but perhaps both candidates would crack down on manufacturing of chips inside of the US but what we've seen from tsmc versus what we haven't seen from Intel sort of talk about that and what it would mean if tsmc wasn't able to ramp up here in the United States I it's look I I'll be honest so I heard Trump's comments as well and he was what did what did he say on on Rogan he said he didn't like the chips act he wanted to replace it with tff it makes look it's it's Trump so he's gonna he's going to Trump is going to Trump but it doesn't make any sense right the idea that like Taiwan has stolen quote unquote our our chipm abilties is ridiculous like that that is not true and and like not allowing foreign companies to make chips on us so that that is actually what we want I mean look the the whole like the idea that we are dependent on Taiwan and that is becoming increasingly an untenable situation is is very true and you know we want to get Leading Edge infrastructure built here in the US and and to be honest from a policy standpoint it really shouldn't be mattering all that much who who is building it I understand why Intel is sort of named the national champion but if the goal is really to get as much Leading Edge capacity built here as quickly as possible we should be giving the money to the folks who who can build it and as of right now that that entity is is tsmc and you're right you know there were there was some news flow of last week that suggested that their yield ramp in Arizona is actually exceeding targets and maybe even exceeding what they do in Taiwan there are no other players neither in nor Samsung that can make claims of anywhere near that so if the goal is to build the capacity and get ad here and installed in running in the US to to you know to deest the supply chain that that's happening right now and so stop that would be a problem sure have we have we given up on Intel then well we we we'll see I they report on they report earnings on Thursday I guess we'll see what they have to to say but I mean clearly you know in Intel's Core Business is under pressure they're they're losing share and they can't rely on their own manufacturing right now they so they're actually Outsourcing more which is impacting gross margins and everything like that so they are their suggestion is that they believe their process Rob over time is getting fixed they're going to bring that volume back into the US and it's going to make everything you know wonderful I guess we'll see you know they they they they had a a a day a few months ago where they were sort of giving out some targets or where they thought things could go over time and it really was like a 2030 story right even if they are on track like it's it's a slog between now and and and when we would actually see things really start to improve and as of right now we don't actually know if they're truly improving or or not so strap in for Thursday I guess um uh it'll be entertaining uh if nothing else I'm sure moreover CEO Jensen hang's prediction of a$ 100 trillion AI economy sets an ambitious road map for nvidia's future Innovations if you think owning a few Nvidia stocks is a gamble remember what's riskier stocks or pigeons flying over your car recent bold claims like the one by masataka osaki nvidia's vice president of worldwide field operations paint an enthralling picture of ai's evolution to a humanlike form this intriguing prediction revealed at the Global Management dialogue in Tokyo affirms nvidia's commitment to pushing AI boundaries but it's not just about the drama of innovation it's about markets too from tapping into diverse data Landscapes across Asia to nearly doubling its stock value this year Nvidia is the thunder in the tech storm with a market capitalization towering at $35 trillion anyone with a head for numbers sees Nvidia isn't just leading the tech race it's shap the track 're not going to get in video for a little bit Stacy but you know every so often you hear I'm sure you do it more than I do oh well there's you know a small company over here that's developing a Next Generation chip that's gonna ultimately dis intermediate or or or push Nvidia to the side I mean how long is their dominance do you think going to last well I I mean there's always somebody in the wings that this is an enormous market right the idea that there's not going to be others trying to take a piece of that pie is ridiculous of course they are now that being said like nvidia's built up their position in in Silicon and hardware and software and systems and ecosystem over oh 10 or 20 years right and they they put those Moes into place and so anybody that is trying to get in there and and I'm not talking that people can't get little bits clearly you know A and B and others are getting you know little bits but to be like material in that market you've got to like like penetrate those Moes and it's very very difficult thing to do and especially for a startup I when you just look at the the uh the amount of of of money that Nvidia has to invest in these things versus you know smaller you know very small companies it it's it's a it's tough It's very very tough so at this point I'm not terribly worried about some like young upstart coming in and taking a massive amount of of Nvidia I'm not even really that worried about larger companies larger competitors going in and trying to take a doesn't seem to be impacting them very much right now maybe bits and pieces that that tracks that's what I hear from Tech investors in San Francisco as well be interesting to see C Brisco public as we reach the tail end of nvidia's story today the evidence Stacks up like an overeager investors portfolio the Stock's vibrant Journey embodied in daring growth figures bold Market expansion and transformative technology paints a convincing portrait for those considering an investment currently Standing Tall at $140.5 with forecasts hinting at further growth Nvidia is akin to a marathon runner catching no less than 100 met Sprints an allrounder ready to LEAP the next big hurdle the Next Generation Blackwell architecture and strategic alliances only add more feathers to nvidia's prominently crowned cap celebrated by Tech enthusiasts Financial analysts and Market Watchers alike Nvidia doesn't just promise a stake in today the deal teases a slice of tomorrow too so what do you think will Nvidia be your ticket to the future of tech and investment Glory or is there another whale of a stock lurking in deeper waters dive into the comments with your opinions and predictions let's unravel the next chapter of this exhilarating Tech Saga togeth
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