저자: JimCramer · 외국인
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엔비디아 실적은 매출 전년비 94% 증가로 호실적이며, AI 수요가 다년간 지속되고 x86에서 GPU 데이터센터로의 전환이 3~4년간 진행될 것이라는 주장. 시장 기대가 높아 단기 조정은 있었으나 Cramer는 엔비디아를 포트폴리오 핵심 보유 종목으로 제시하고 소폭 추가 매수 의사를 밝힘. 바이트댄스의 엔비디아 칩 대량 구매와 AI 투자 확대도 함께 다룸. 목표가는 내년 약 30% 상승 수준으로 언급. 영상 후반부는 바이트댄스 관련 내용이 AI 생성 듯한 홍보성 문구로 구성됨.
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uh and there's comments that are just extraordinary I'm going to go right to the top uh way wi says our customers demand customer that's single the PPS demand for far exceeds our ability to supply there it is NVIDIA so you have Invidia which is going to be the world's largest company soon blowing out the numbers obviously they're all agreeing that AI is incredibly strong the rest is not that strong and David what I can tell you wow not enough to even increase capacity to they can't they can't what I can tell you is given the fact that Nvidia has become the Bell weather M you're not going to be able to beat the verification away from away from Jensen unless you look at Taiwan Center so I just think that you know you can get up you can see the stuff at 2:30 to 3:30 they report a call and then look at the reaction so when you have the semis going after yesterday's short fall because of asml yes uh and then I'm going to add I'm going to add Blackstone okay Finance yeah Tech yeah those are the leaders of this rally forget Industrials alltime high on a cap and equal weight I mean we haven't even heard from them yet they're going up but so far this Con so far this amazing earning season I got if I have Tech and I have Banks what do I need um back to asml back to tsmc cuz that's certainly the driving force in the market I mean Jim obviously you hit it right on there the AMD and viia were down a couple of days ago in part cuz of this asml warning even when they said it wasn't air related a lot of people didn't believe them exactly right um because the guy down was so big they're like don't what's going on there at asml and then uh and then it's followed by this huge number from tsmc as you pointed out and you know the the chips are more expensive so the average selling price goes up for tsmc because the margin even if it's fixed at the same percentage it's just a bigger number right oh so right and I did love the fact that what they basically did they they actually reiterated what Jenson said which is there's insane demand and you'll see AMD CL club name boy now that does they do T they work in Taiwan semi Marvel Tech where the CEO bought a million dollars with the stock Carl just last week that is Taiwan semi so you have this weird uh I mean we never used to think that we'd had to get up in the middle of night for Taiwan semi we get up for Nestle's which reported a terrible number we'll talk Nestle but you come back and you say well look um AI is real and that's really the theme of Taiwan semi because there's this moment right now where we're thinking you know serial companies are Ai No but this was a verification of the big rally but the other thing Dr Miller said of course was lamenting selling Nvidia they quote big mistake I I have to tell you one of the reasons you have to like Stanley is whoever admits that they sold something whoever says licking my woods and the answer is and remember Ken L go would tell you invest with him that never had had a lost year uh has a level of humility that I love uh kind of like terer but less less profane he's not alone in in uh being sad that he sold Nvidia I mean any anybody who sold Nvidia is sad they did I'm sure Masa in particular at SoftBank what did they how much how much percent did they own of Nvidia back six seven six years ago five six years ago well I remember made some money but sold before the Big Move Jensen has there so many millionaires at Nvidia yeah it's incredible me you go in and everybody you know so many and the humility there you don't think anybody's any different from working at Bethlehem Steel it's incredible the culture that they have by the way Nvidia is not up as much as I thought it in an unparalleled move that has set the stock market a buzz bite dance the parent company of Tik Tok has surfaced as the premier purchaser of Nvidia corporations nvda chips across Asia overtaking juggernauts like Alibaba grp group holding limited and BYU Inc The Whispers on Wall Street are growing louder as the Tech Giant embarks on a new AI driven path with nvidia's Cutting Edge technology in its Arsenal bite Dan is writing a bold new chapter even as challenges Loom on the horizon the urgency of this strategic pivot is clear Yet the full scope of bite Dan's Ambitions remains partially veiled join us as we unravel the layers of this intriguing development that could redefine technological alliances and market dynamics welcome back everyone to invest ocracy let's talk about Nvidia okay um your your read on the the quarter which was you know obviously a beat sales up 94% year on-year um that is a Slowdown from the prior three quarters which have just been astounding and 94% up year-over-year is amazing obviously but what's your take I mean let's 3 ell- oh now your your number two position correct with buying a little bit more the story unfolds with bite dance aggressively strengthening its AI capabilities strategically recruiting AI Engineers from competitors like Alibaba and Innovative startups such as 01 thanks to founder Jong Ying's Visionary leadership bite dance is not just content with staying afloat amid competition but aims to redefine AI product standards across the board having already invested billions into AI infrastructure the acquisition of nvidia's advanced gpus acts as the Cornerstone of their ambitious AI projects when bite dance made the large- scale purchase of Nvidia chips it ruffled many feathers in the tech ecosystem Nvidia emerged victorious in this high stakes game with bite dance snatching the title of their largest customer in the whole of Asia it is an ironic twist much like a stock broker having dreams about being wealthy Hope Springs Eternal but reality often has other plans bite Dan's Endeavors are hindered by us export regulations leaving them with nvidia's less powerful H20 gpus for Chinese data center think they were very Artful in the way they maintained everyone's uh enthusiasm for the potential for black web well where orders stand the fact that demand is still out outstripping Supply but they didn't ratchet up the excitement too much to put them into a position where they just can't win the next time they report and that's really going to be the company's job going forward it is already the largest market cap company in the world it is already the most must own stock in the world there's no need to continue to put pressure on themselves to outperform and out perform and outperform so it's harder than it sounds because they do have a really bright future and the revolution is real and the the dominance of gpus and data centers going forward is undeniable and their market share position within that Revolution is also undeniable so they have to now do this quarter after quarter give people realistic guidance execute ship products hit those numbers but not paint themselves into a corner that they can't escape from where the market expects them to double Revenue every year which of course like mathematically will be impossible so far so good I think Jensen understands the mission I think he's accepted the mission and I liked everything I heard last night the most important thing and I'd love to hear Brad react to this is this idea of the moat because competitors are coming in with new Solutions Amazon is ramping up production of their own uh uh tranium 2 chips like they will not have the whole markets themselves forever but they can maintain dominance and it might actually be a good thing for the ecosystem for there to be more products out there I think that's the the the tone that was set last night uh and I think other Nvidia Longs heard the same thing that I heard for operations Beyond Chinese borders the game is different they access the high performance h100 and Blackwell chips formidable weapons in their AI Arsenal do the overarching aim is clear bite dance seeks to expand and enhance its AI footprint globally partnering with Nvidia to sidestep obstacles imposed by governmental restrictions bite Dan's decision to work on an indigenous AI chip akin to Google's tensor Processing Unit illustrates an intent to lessen dependency on imported technology further cementing its role as a key player in the future of AI development backed by a $300 billion valuation bite Dan's growth seems undeterred by even a PO potential us ban on Tik Tok the company's Relentless pursuit to tap into Silicon Valley Talent also highlights its strategic foresight as part of its contingency plans bite Dan is exploring collaboration with domestic suppliers like Huawei Technologies for additional chip Solutions including utilizing huawei's Ascend 910b chip to refine large language models the strength of bite Dan's commercial alliance with Invidia continues to pay dividends cementing their influence in the industry and painting a promising picture for investors willing to venture into this evolving narrativ I've mentioned this in the past of thinking about that in the same regard as we do apple with its own sort of powerful installed base yeah I mean listen the stock started the year at 49 bucks a share 50 bucks a share today we're at you know 145 or something the asymmetry is closed and part of the reason for that is everybody had this wall of worry right custom as6 Amazon's going to have their own tranium chip I said on our recent bg2 podcast of course they're going to use tranium it's a cheaper price solution for certain customers but they also you know jasse has said he's going to buy as much Nvidia as he can get his hands on for as far as the IE can see they they know the world runs on Nvidia so um you know listen when we look at our price target for NVIDIA next year here it's up 30% not up 100% like it was at the start of 2023 or at the start of 2024 so when you ask me as a portfolio manager you know we took down the size of our position it was a really outlier position for us to start the year it was a normal siiz position for us coming into this quarter and we're adding a little on the pullback in this quarter but we think it's going to be a great compounder and a great bet on not only AI but also on the replacement the move from x86 to GPU based Data Center for the next several years bite Dan's Resolute path forward signifies a potential gold mine for investors focused on groundbreaking Ai and Tech Innovations with the current state showcasing bite dance at the Forefront of AI technology the forecast radiates promise as the company defly Maneuvers through the complex landscape of international regulations and competitions dot positioned at the helm of AI developments curtesy of its synergistic relationship with Nvidia bite Dan is poised for substantial growth with analysts for seeing an upward trajectory driven by Innovation and strategic corporate Maneuvers in just a few Swift movements bite dance has not only reinforced its status but also charted a course projected to elevate its Market standings even further as we tune into the hustle and bustle of the stock market one must Ponder what are your thoughts on riding the waves behind bite Dan's historic moves in the AI and Chip industry will bite Dan's strategic Investments and risk-taking attitude mark them as the Apple in the eye of discerning investors or face as the next Icarus flying too close to the Su
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