저자: DanIves · 외국인
요약 보기
엔비디아 실적은 기대치 부합으로 수요 가속과 블랙웰 사이클 확인, 주가 약세는 과도한 우려. 애플카 2026년 전후 출시 가능성, 2030년경 도로 차량 5% 자율주행 전망. 엔비디아 자율주행 사업 300억달러 시장 잠재력 제시. 독점 규제 우려는 과장이며 해자는 유지된다는 입장. 빅테크 영향력은 확대될 것으로 봄.
다듬은 글
markets have been very weak uh this week I mean started September off uh with one of the largest declines ever for September and uh it's kind of coming on the heels of Nvidia reporting great numbers last week but the stock being weak so I think maybe the good place to start is just talking about Nvidia and I think your take on how you know what you thought of the quarter um and what how it how it came in relative to your expectations and pick them up yeah look Tom I mean I think that it was probably the most anticipated earnings that we've seen I in a decade orever right and in terms of watch parties and everything else for NVIDIA just take it take out the noise in terms of numbers and in terms of what happens black well delay is put to rest think about all the AA over the last few months on that and that's similar what we're seeing in our Shacks throughout Asia demand we we demands out shm and Supply 1215 to1 and and nothing we saw from numbers or metrics makes me think that that's dissipating they look in terms of like whisper numbers for the quarter 33 billion 33 and a half they got 32 and a half slightly below whisper stock gets hit we look two billion beats We Believe are probably likely here right but they're not there's no reason that Jensen and the team are going to guide to anything near that especially in a Blackwell type quarter and I think you walk away the demand thesis is accelerating yields are improving and and ultimately I think it sets up for actually the next leg of the story now look I get where like sell up happens and be like oh is this it is this over it's second inning in a n inning game in terms of overall a because it goes back and this is the most important if there's anything anyone thinks away from this colle for every dollar spent on an Nvidia triip the multiplier for the rest of tech is 8 to10 stock market efficient Autos brace yourselves in a move that's shaking up the financial landscape Nvidia has once again shifted gears moving from strength to strength in a fashion that leaves both investors and Tech enthusiasts Breathless especially the likes of Dan Ives who has gone on the record to predict that Nvidia stock will multiply soon Beyond any doubt while the company ascended as the torchbearer of the AI Revolution it's their current Sprint that's capturing all the hype we're talking jaw-dropping returns and some seriously ambitious future projects but nvidia's story is more than just impressive figures it embodies a vision of technological advancement that resonates deeply across various Industries today we're diving into the details of how nvidia's impressive performance and bold predictions are shaping the future but first let's keep a couple of names in mind meta platforms and alphabet yes they're big players in this unfolding narrative stay tuned because The Best Is Yet To Come no but but Tom I think it speaks to just we're we're in a period where the type of Technology Innovation is unlike anything we seen you could say star of the internet and I can maybe say fourth Industrial Revolution type stuff and I think if you stick to some of these names and you start to trajectory it out Bas case bull case where can numbers go that's where all of a sudden like you're not talking valuation in terms of PE over the next year yeah that's right I mean these are these are really big story arcs um there is a tangential question which is do you see an Apple car in the next few years and how large a market do you see for the Vision Pro so we believe Apple car is 2026 and it potentially is announced at some point later this year where you start to get tea leaves we believe it's an oem deal that Apple's not going to ultimately very similar to the foxcon relationship where you'll have like a VW an apple vers it potentially you know there's a handful of automakers I think they're talking to like it's a coach maker I guess as they call it well it would be almost like like an apple version of an of of an automotive they'll have ones in us and they'll probably have one in Asia now obviously we've been talk you know we've been talking originally thought it was 25 Now 26 but it goes back like you look at some of the Innovation happening Vision Pro today it's 3500 for developers two years from now those are sunglasses for $1,200 with 300 apps they're now going into the next phase and I believe it's going to be Cooks crowning achievement is this next two to three years from VIs Pro to the AI App Store to the Apple car and when I talk about Apple car that's where autonomous is going to be so important in terms of you know our view that by the end of the decade 5% of of cars in the road are going to be autonomous the stock market can be a roller coaster but unlike those who merely survive the ride Nvidia seems to be the one designing the whole amusement park since early 2023 nvidia's Shares are up by a staggering 600% need we say more but let's not forget this isn't their first rodeo from early 2020 to late 2021 they had already dazzled with a 400% climb however it appears that the days of meteoric Rises might slightly decelerate though not in a way to keep investors up at night major Tech giants like meta platforms and alphabet have kept their checkbooks wide open pouring massive investments into Data Center infrastructure this Relentless funding could be a sustaining Force even as nvidia's year-over-year Revenue growth eases to bring some levity into our discussion here's a little stock market humor why don't stock market experts ever read novels because the only numbers in novels are page numbers okay back to Serious Business nvidia's Q2 growth of 122% was phenomenal but it did Mark a slight slowdown from the Breakneck speed of previous quarters projecting around 80% growth for the current period it's a bit like driving a high-speed car sometimes you have to ease up on the accelerator but you're still moving pretty fast but where is NVIDIA headed next you ask enter the world of autonomous driving their Automotive arm generated a decent 346 million in Q2 not earth shattering but CEO Jensen hang has loftier Ambitions he envisions a staggering $300 billion Market potential for NVIDIA which includes software and Hardware embedded in vehicles and data centers integral to an autonomous vehicle Network this isn't wild speculation firm analyses align with with huang's optimism calling this one of the largest Aid driven Industries in the making sure it might sound a tad over the toop coming from the CEO but there's substance to this Vision while we may still be a few years away from seeing truly autonomous vehicles whizzing down the freeway progress has been steady and promising if things align hang's $300 billion dream might not be so far-fetched after all the timeline potentially before the decade closes ou yeah look I think you have to put in the context of broader Tech I mean Apple of course Google you know we have another trial next week I mean that is just sort of the tone in the Beltway I mean we are just going to see some of those drum rolls look we're not too concerned about this for NVIDIA I think just because when you actually look at what's happened here from an execution the reason that they've essentially dominated is just because how Stell the execution has been and how they've just been so far ahead AMD and others will ultimately get into this sort of race but I just view this as more of a scarier headline than the reality also in the context of what's happening in big Tech nid is just part of the club that continues to be part of that pressure belt W versus big Tech part of the accusation is that it's harder for suppliers to switch it penalizes buyers um what is the worst case scenario here is it a chip a mini chip or fissure in the moat the grand moat around Nvidia look the moat is what Jensen and inid have created right and that's that's not going to change and I can almost take the other side okay doj's looking into this you know rather look into this give some sort of all clear so it's not a concern I mean look what we we've dealt with with the likes of Apple Google Amazon some others for you know for a number of years but I don't think it changes that and I think the reality is they are the only game in town and nothing's changing that from an innovation perspective when you talk about a trillion dollars of AI capb backs over the coming years when Nvidia is going to get a significant piece of that Nvidia is also exploring New Frontiers with their advancements in Quantum Computing and deep learning these sectors are still in their infancy but hold incredible promise in reshaping Industries ranging from Healthcare to finance imagine a world where complex problems in drug Discovery or financial modeling are solved in seconds rather than years nvidia's leadership in Ai and GPU technology places them at the Forefront of these revolutionary changes moreover their recent collaborations with leading automobile manufacturers and Tech Giants further solidify their Market position Partnerships with companies like Mercedes-Benz Toyota and BMW underline nvidia's commitment to dominating the autonomous vehicle space it's a strategic play leveraging their world-class AI technology to create smarter more efficient and safer Vehicles these alliances ensure a steady pipeline of innovation and market share growth for NVIDIA another intriguing aspect of nvidia's growth strategy lies in Edge Computing as more devices become interconnected and the need for real-time data processing grows Edge Computing becomes increasingly crucial nvidia's Jetson platform designed for Robotics and Edge AI applications is gaining traction showing promise in sectors such as retail manufacturing and Logistics this diversification not only opens new revenu streams but also mitigates risks associated with overreliance on a single Market segment from a Financial standpoint nvidia's cash reserves are robust enabling them to make strategic Acquisitions and Investments That bolster their technological capabilities and Market reach their prudent financial management coupled with aggressive research and development continues to pay dividends literally and figuratively with their cash coffers well stocked Nvidia is primed to explore and capture Emerging Market opportunities positioning itself as a resilient force in the technology spac does change a bit but I think the reality look we've talked about it on the show strong have gotten stronger I mean you know you talk with your previous guys about mag 7 and big Tech that's not going to change in other words big Tech are going to get stronger and I'd argue with Revolution that's actually accelerates and we'll see next week you know when Apple launches iPhone 16 so so to me it is changing of the climate but I think it just speaks to just Tech is just going to become a bigger and bigger piece and big Tech even through m&a I think that's going to be the biggest variable FTC con where that all goes depending on political climate you know I think in it's all added to to some of the AA as once once September hits going into the elections I think that's also some of the selloff that we've seen just some of the nervousness going to the far well Dan you're in Asia at the moment part of that part of that trip will involve I presume seeing people that feed into this supply chain two things I want to know about is how do they see demand holding up you got the iPhone launch coming up and secondly how much conversation are they having around the political change here the risk of new tariffs towards Asia yeah great questions mean what look one the reason you know there's second trip to Asia in the last month got to see where demand is right I mean you're not going to find it in the spreadsheets or 104 of in New York city office building Nvidia is painting a picture of the future that's hard to ignore and even harder not to get excited about as their stock Soares and their Visionary projects gather momentum opportunities abound for Savvy investors while autonomous driving remains in its nent stages the anticipated explosion of this Market could Skyrocket nvidia's value even further they stand in a position of strength not just retained but continually bolstered by industry giants like meta platforms and alphabet at its current trajectory nvidia's stock holds strong promise and the forecast indicates sustained growth now is a compelling time for those contemplating adding Nvidia to their portfolios after all isn't it exciting to be a part of a tech Revolution Poise to redefine our everyday experiences what are your thoughts on nvidia's remarkable Journey could this be the peak or is it just the beginning of an even steeper climb share your insights we'd love to hear from you
Comments 0