Should You Buy Nvidia $NVDA Stock Now After the Split? 🤷🏼‍♂️🚀

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엔비디아는 4:1 액면분할을 앞두고 있으며, 분할 자체가 매수 이유는 아니라고 밝힘. 전년 대비 매출 88% 성장, 순이익률 33.77%, 데이터센터·AI·자율주행 등 성장 동력을 강조하며 장기 보유 가치가 높다고 평가. 기술적으로 751 부근에서 830 고점 재돌파 시 분할 기준 207달러, 이후 약 230~231달러까지 상승 가능성을 제시. 다만 시장 약세나 ARM 인수 무산 등 리스크도 언급.

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01. what's up guys eric here mr fired up wealth burning the midnight oil here doing a late night video for you because we're having a split tomorrow for nvidia and i wanted to get this video out to you as soon as i could so nvidia is going to do a four to one stock split on july 20th now the question you have is should you buy the stock the stock closed today at around 751.19 it was up slightly after hours the 52-week high was 835 as of today's closing the market cap on video is 468 billion dollars the p e ratio is an 89 they do have earnings coming up here in mid august their last earnings was a blowout earnings last quarter guys 88 year-over-year revenue growth and they had 33.77 net profit margin now these guys aren't a sas company but you think of rule 40 a quick and dirty rule of 40 these guys are trading at well over a hundred so i'm gonna do a couple different things in this video i'm gonna go through some high-level fundamental analysis to show you what nvidia is all about and some of the opportunities in front of them talk about their total addressable market talk about a couple of risks i'll also look at the technicals later on on tradingview and give you some opinions on the stock price so without further ado let's get started okay before we get started guys the first thing i want to disclose here if you have a pizza and you cut a pizza in eight slices you still only have one pizza okay so normally i personally wouldn't buy just because of a stock split but hold on before you get too excited there's a couple things here first of all i will say with stock splits stock splits can give you some more pin action because you can do more options trading of course it's cheaper so you can do more shares one contract is a hundred shares the other thing i'll say is that the stock has actually run pretty hard and it's pulled back and i think as if you look at the opportunity in front of them you look at the fundamentals of the company it's an expensive stock but it's you could argue that it's not that expensive and it's one of those stocks that you could decide to make a trade on this and it might not work out for you but it's still a quality company it's a very profitable company it has high growth it has a lot of great prospects in front of it it's one of those that you can sleep well at night and have high conviction even if you bought it at this price right here and it went down you could hold it knowing that that stock is probably going to go a lot higher with time okay guys i promise to go through this really fast i think it's important just to show some highlights and fundamentals of what's going on with the company and then i'm going to give you my opinions on the stock price and show you some charts first nvidia grace this is nvidia's first data center arm-based cpu now this is a risk too they're trying to acquire arms so if that gets rejected that is a possible risk for the stock where the stock price could go the other way alps expected to be the world's fastest super computer for ai nvidia bluefield three this thing you guys is crazy fast we're talking data center infrastructure processors this one is really interesting guys it's not talked about a lot nvidia ai enterprise you're talking about as a service here you're talking about subscription as a service type revenue this is a huge deal in my opinion and not talked about enough new a10 and a30 gpus these things are awesome hyper fast best of breed nvidia ai on 5g nvidia morpheus thinks cyber security and look at this guys ecosystem includes right here cloudflare f5 we've got red hat vmware we've got all these different names in here i can go on and on here this one's important too autonomous driving i did a video back in 2019 for the top five autonomous driving stocks on youtube nvidia made the list because of the autonomous driving they are a leader in this space in fact you can see here eight billion dollars in pipeline win at this point some big names in here you can see mercedes-benz you can see volvo neo there's all kinds of different names that they already partner with without boring you to death here just look at this chart really fast that dark green line that's nvidia that's the a100 this is for data center benchmarking and nvidia just absolutely smokes the competition here's their headquarters in santa clara california a beautiful facility 19 000 employees work here they were founded in 1993 jensen wong okay ipo on the nasdaq at 12 back then it's been split a bunch of times you made a lot of money if you had invested in nvidia back in 1999.

02. i've been long in the stock now since 2017 or 2018 at about 150 i think my cost base is 158 dollars a share right now you can see their big first win in 2001 they won the xbox and that was the fastest semiconductor nvidia is the fastest semiconductor company to reach 1 billion dollars in sales because of the xbox and the pedal has been to the metal ever since you can see and the ceo is great it's a great place to work people love working there there's not a lot of turnover people that work there they want to work there for life so growth drivers you got gaming ai ar vr self-driving cars autonomous vehicles you got things like cryptocurrency that they never want to point out on their investor presentation because they had a period where the stock did really poorly because people were saying that nvidia is really only for cryptocurrency and that the stock would go up and down based on crypto so they try to avoid that but that is a part of their business for sure you can see here computing for the age of ai and you've got all this different tam in these different spaces their core businesses give an idea guys gaming 47 of their last quarter revenue data center 40 professional visualization the smaller part of their business six percent automotive is about three percent i think there's a lot of tam and a lot of room for growth in that autonomous driving space the company has strong profitable growth that's why i said earlier you can you can invest in the stock right now and even if you're wrong it's one of those companies that you don't lose sleep about owning so this talks about accelerated computing advancing computing in the post-moore's law era you can see cpu performance is kind of flattened out and then gpu performance is skyrocketing this is what they're focused on and they're very good at it one thing i want to note guys with the data center they work with all of them aws so amazon web services alibaba azure baidu cloud google oracle ibm 10 cent all of them they work with all of them you can see the massive compound annual growth rate they're 82 percent from fy17 to fy21 for their data center business they're also a very ethical company they have a commitment to esg a very good company to work for and a very socially responsible company as well all right guys next i'm going to look at a chart i'm going to give you some opinions on the price before i do that if you could please do me a favor subscribe to the channel hit subscribe click the little bell to get notifications i drop new videos every tuesday and every thursday and you'll definitely want to stay tuned because we're just getting started also if you hit the like button and drop me a comment it does help the algo and i appreciate the favor in return for this information so let's get going so before i do that too i'm gonna move this i'm gonna give you a price here in a second now what this is i drew this up we do chart day every single wednesday in the fred up wealth community you can access that our discord community through patreon so go to fired up wealth patreon join the discord community and you can get to our chart day which we do on vimeo live every single wednesday so you can see we kind of we're trading this channel we had this drawn up we said it was probably going to break out they had their earnings the earnings was right around june here it popped you had a combination a catalyst really of the strong earnings plus the fact they announced the four to one stock split so it actually rallied up to this red line kind of hit that resistance line pulled back thought it would go to the orange line it broke that slightly you can see it's trading right above the moving averages here these are the moving averages it closed basically at 751.19 now it was up a little bit after hours so it's around 760 if you're watching this video it could be up even more in the pre-market so we'll just look at it from about 760 and up right so if you look at this what i think's probably gonna happen you know it's certainly possible if the market just rolls over that this stock could go lower now the market was actually weak today and nvidia did pretty well i think a lot of that has to do with people buying because the split i want to reiterate again if you have a pizza and cut into eight slices it's still one pizza so it's not necessarily the reason to buy the stock with that said nvidia has made a nice pullback it looks good from the fundamental perspective when you think of the opportunities in front of them over the next you know a couple of years as well as beyond i think this is a great holding for you know five or ten years but in this case here we're not buying just because the stock split now i think the stock split is a potential catalyst for a lot of retail investors to pile in so that's something to note but two things here the stock is a very strong stock from a fundamental perspective even though it trades a little expensive you can justify it because of the growth and secondly from a technical level it looks pretty good here now it could always break down if the market just rolls over or something tomorrow it could you know it could sell off the market was down today though it actually sold off pretty hard the dow had the worst day of 2021 and nvidia stock was up so assuming that the strength remains which i think is a pretty good chance you're probably going to see it bounce from where it's at right now just below this yellow line i think that first line you'll see is 830 i did the liberty of doing the math for you so after the stock split it's 207 because it's 41 split so 830 divided by 4 equals 207 so i think 207 dollars is where you're probably going to see this come up to that's going to give you some resistance that was the previous all-time high and then from there it could do a fibonacci extension go to something like perhaps a 925 price which would be about 230 231 dollars after the splits the new stock price as of july 20.

03. so that's what i think could potentially happen of course i'm not a financial advisor i can't tell you what to buy or sell there's no guarantees but this is my analysis on it hope this video helps please do subscribe hit the like button drop a comment appreciate your time and attention hope you have a great rest your day take care