저자: JimCramer · 외국인
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엔비디아가 시가총액 3.5조달러로 애플(3.45조달러)을 제치고 세계 1위 기업에 올랐다. 2년 전 시총 5000억달러에서 급성장했고, 최근 분기 매출 350억달러·순이익 200억달러, 매출총이익률 75%를 기록했다. 과거 고평가 논란과 달리 1년 전 선행PER은 20배 수준이었다는 주장. 엔비디아는 AI 칩 시장 점유율 약 80%이며 데이터센터 매출이 크게 성장 중이다. 같은 맥락에서 소프트웨어 AI 단계(스노우플레이크, 엘라스틱, 팔란티어)가 2025년 본격화된다고 보고 해당 종목을 상향 조정했다. 나스닥 20000~25000 도달을 전망했다.
다듬은 글
there's a reason the reason I have this button on my soundboard it's the sound of a strike of a ball hitting the head pin setting the rest of the pins flying oh it's a beautiful sound it always surprises and it always Delights last night Nvidia bowled a strike and today stops of all kinds kened and skidded and vibrated and rocked in a Symphony Of Glorious sound the sent the average is sory with the Dow jumping P 62 points as beginning.
53% and the NASDAQ advancing .3% nidia's been duking out with apple Microsoft and the lanes fighting over who gets to be the largest company on Earth right now it's head-to-head with apple 3.5 trillion for NVIDIA versus 3.45 trillion Apple yes that's right nosing out apple is the champ Microsoft has suddenly fallen way behind the leaderboard drops off even bigger then what whoa make no mistake About It nvidia's Strike last night is opening some distance between it and the rest of the field ah the numbers are staggering for a company just a few have even heard of say recently is 2 years ago when it its market cap was just 500 billion Nvidia booked 35 billion in revenues last quarter with a net income of 20 billion 75% gross margin those numbers are preposterously great preposterously just a spectacular ramp up now a year ago so many critics were claiming in video was absurdly expensive trading it 50 times forward earnings people laughed at me for for championing this seemingly overvalued semiconductor stock hold on to your seats stock market enthusiasts the tech world is buzzing with what could be one of the most pivotal moments in artificial intelligence markets Nvidia a name synonymous with cuttingedge AI Technologies is Making Waves yet again cementing its foothold as the Kingpin of AI semiconductor dominance what's the buzz all about cnbc's Jim Kramer can't stop praising nvidia's Stellar performance and their latest Financial results are nothing short of awe inspiring while competitors scramble and Tech giants like apple and Microsoft gaze upwards nvidia's towering asent in AI infrastructure could redefine industry standards and investment paradigms but what exactly is fueling nvidia's meteoric rise in the stock market stay tuned as we dive into the depths of their revenue growth unprecedented technological advancements and the Strategic Partnerships shaping the company's promising future welcome back everyone to investra nvidia's been duking out with apple Microsoft and the lanes fighting over who gets to be the largest company on Earth right now it's head-to-head with apple 3.5 trillion for NVIDIA versus 3.45 trillion Apple yes that's right nosing out apple is the champ Microsoft is suddenly fallen way behind the leaderboard drops off even bigger than what whoa make no mistake about it Nvidia Strike last night is opening some distance between it and the rest of the field ah the numbers are staggering for a company just a few have even heard of say recently as two years ago when it its market cap was just 500 billion Nvidia booked 35 billion in revenues last quarter with a net income of 20 billion 75% gross margin those numbers are preposterously great preposterously just a spectacular ramp up now a year ago so many critics were claiming Invidia was absurdly expensive trading at 50 times forward earnings people laughed at me for championing the seemingly overvalued semiconductor stock well when we see the actual numbers it turns out that a year ago Nvidia was really only trading at 20 times forward earnings that's how incredible these RS these results were in retrospect it was cheap cheap cheap that's what happens when a company outruns the estimates and as I've told you repeatedly invid has been outr running the estimates for a decade super expensive nah perfectly reasonable that's the stock that is NVIDIA it's why I've loved it for so long how do they do it oh Nvidia is rolling not one but two balls down the lane one being accelerated Computing and the other being artificial intelligence it's all happening because CEO Jensen Wong and his team may be the best Bowlers of all time figury speaking of course this morning on Salk in the street My Fabulous partner Carl Kia started off the show by asking me what I thought about nvidia's quarter at the time the stock was down a buck or two and I was muted I was clinical not wanting to Hype a stock I've Champion to the point of ridicule but then I sat back and I paused for moment not my strong suit and I said that frankly I've never seen anything like what's happening at Nvidia never just never and even though the stock was down despite 19 firms raising their price Targets this morning I said this stock simply not capturing the seismic shift that's happening here you see Nvidia is disrupting everything we know about business with a whopping 181% surge in its stock price this year one might think Nvidia has discovered the mythical Fountain of financial youth in truth their success is deeply rooted in the impressive $35.1 billion earned in the third quarter Revenue alone a striking 94% increase from the previous year the data center Revenue reaching $3.8 billion highlights nvidia's indispensable role in AI infrastructure a sector seeing Unstoppable demand from major Cloud providers eager to equip themselves with AI capabilities let's zoom out and see the bigger picture while Apple's 25.4 4% and Microsoft's 12.92% yearly growths are noteworthy nvidia's unparalleled Market Supremacy as Jim Kramer humorously notes resembles a scene from a stock market drama the competitors are more like chess pieces on nvidia's board Kramer Chuckles Nvidia CEO Jensen Huang goes beyond charismatic sound bites emphasizing that for every dollar spent on nvidia's chips customers gain a $5 return it's a compelling case that leaves no room for hesitation in having those chips become a staple in technological outfits around the glob all right let's start off uh you're going to actually give us the word of the day today what is it and why fire because I think this is a tech Market that's going to be on fire not just for the going into the end of the year this week but what I believe right now this AI Revolution it's hitting its next phase and I think this is just still the start of a fourth Industrial Revolution all right still the start but you always say it's 9:00 it's got to be 9:30 no I and I've said I actually said it now it's 9:30 to 10 p.m.
in the AI party that goes to 4:00 a.m. all right so you have a number of upgrades in the space specifically in the software space when it comes to AI uh one of them is snowflake the other one's actually elastic we've been fortunate enough to have the on the show kind of a broad uh based play they do Cloud they do security as well why are these two names look I think and we've come about L here on the show now the second derivative the software piece of AI is here I think in 2025 that's going to be the key you look at elastic snowflake names like mongod DB they're the ones now that file names like paler in terms of the software the use cases I believe the the software AI age is now here 2025 that's going to be front and center that's why we upgrade those names all right so both of those names have recently had earnings actually we're going to show the charts big jump snowflakes up over 25% since earnings elastics up over 20% since earnings what's going to push them even higher I mean they've had big spikes post earnings what else is going to happen that's going to be another Catalyst that's just the appetizer in terms of where I believe these stocks are going because now the consumption model what's happening across Enterprise AI obviously it starts with Godfather vad Jensen Nvidia but now you look at the consumption piece these LM models what you're going to start to see I believe earnings and overall growth is being underestimate potentially by 15 20% over the next few years that's why you look at names like snowflake elastic mango it all starts obviously messy of AI paler but this software phase is here and it's just the beginning all right so how does the the idea of bond yields play a part of this I want to ask you uh probably back in 2022 we were talking a lot about bond yields we're talking the stronger Dollar in fact right now the Dollar's even higher than it was back in June of 2022 when Microsoft worn when Salesforce worn how do those things play a factor in this Tech trade well look on on currency cly that that's been you know that could be a headwin I think the difference now is that a lot of that's factor into guidance now we got to see if that continues in terms of dollar strength but but we're in a much different situation today relative to I think what we're seeing from a demand perspective that tightening environment that that really actually was a big hurdle in terms of software we're seeing the opposite of it because of where this AI Revolution plays so I think even on even though you could have some currency headwinds it is not getting in in the the way of what I believe is we're going to be talking about NASDAQ 20,000 and I believe in the next two years NASDAQ 25,000 is something that we'll be talking about meanwhile the tech giant isn't resting on its Laurels nvidia's collaborations with alphabet's Google Quantum Ai and Tesla in robotics signal its commitment to pushing the edge of innovation the fourth quarter Revenue prediction of $37.5 billion Bears Testament to nvidia's growth trajectory driven by Partners like Oracle planning extensive AI Computing clusters as revealed by a benzinga poll 48% of investors are convinced Nvidia will continue to leave its Mark Among The Magnificent Seven in the years to come of course even a Titan like Invidia faces challenges analysts caution about potential short-term volatility with some concerns over the newest Blackwell chip systems however these are the fine print in what otherwise reads like an AI fairy tale imagine the vast AI infrastructure AI Demands a playground for nvidia's ongoing advancements with 112% growth in data center Revenue year-over-year the skies appear boundless for this Tech Pioneer forecasts from wed Bush analyst Dan IES suggest a ripple effect in the NASDAQ possibly reaching 25,000 points spurred by the butterfly effect of nvidia's Innovations the company's foresight into the industry's future including aips and autonomous vehicles combined with a foray into generative AI models such as fugato broadens their reach beyond the traditional techscap again your picks for us today are snowflake and elastic I also want to talk about deregulation the idea of some changes when it comes to the FTC and other areas that are Regulators does that help either one of these names or is it are they neutral to that well I think it's actually bullish because an RV with KH going to be out FTC this is going to be significant in terms of deal making I think these are companies are going to go on the offensive and then on the other hand you're just going to have massive m&a from strategic as well as on the financial m&a side and that's why software has underperformed but if you look in 20225 I think a year from now we sit here and we're like software is fire because this is just the start of what I view 9310 P this the AI Revolution we're talking about two trillion of AI capex now software they they want they were on the Velvet ropes behind you know Nvidia Microsoft hyperscalers software is like let us into the party part's here the part's here okay I want to get to our mystery chart it was paler so paler having a huge year so far and you just raised your price Target on paler so the Street's at about 37 bucks you're at 75 bucks um this Stock's had a big runup what's going to continue to move this higher look and the haters will continue to hate as we know in terms on the Bears and pounder they are still underestimating when it comes to the software the use cases there's no product out there that matches what I believe what karp and the come and the team have done at AIP so I think the Enterprise piece we're talking about something that could ultimately be billions of so when you actually look at what this means $75 be like oh it's it's expensive I Look Out 3 four years from now could paler be the next Oracle the next sales for the next sap that's what I think we're talking about and that's why look the Bears will come out hibernation talking about valuation just to start what I view for the messy of AI The Lure of nvidia's financial triumphs and technological superiority is not one to be easily ignored the company's unique position as a leader in AI chips capturing 80% of market share alongside unyielding demand for AI applications paints a promising picture for prospective investors as Nvidia stands at the precipice of what Andy jasse calls a once-in-a-lifetime opportunity the AI giant is primed for continued triumphs though some might Express concern over a gradual decline in growth rate from 11.9% to 49.2% nvidia's dominance and ambitious AI Investments paint a much more optimistic fure future even amid a dip Savvy investors eye this as a golden opportunity to bag Nvidia shares bolstered by the company's long-term potential and strategic expansions perhaps this isn't the time to Simply watch on the sidelines but to take a leap into the vibrant World Nvidia is shaping as you Ponder nvidia's burgeoning Empire what are your thoughts could this be the definitive moment for redefining Tech Investments or is the market yet holding surprises under its sleeves share your views and join the discussion as the landscape unfolds dramaticall
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