저자: JimCramer · 외국인
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다우지수에 엔비디아 편입, 인텔 제외 소식을 다루며 엔비디아는 이미 가격에 좋은 소식이 반영됐다고 언급. 인텔은 실적 이후 바닥을 찍었다며 긍정적으로 평가하고 인텔 매수 선호를 표명. 엔비디아는 AI 인프라 기업으로서 강점과 블랙웰 출시 기대를 설명하고, 2024년 상승 여력 약 32% 전망을 인용하며 투자 검토를 권유. 자막 후반은 영상 설명·홍보성 내용이 섞여 있음.
다듬은 글
Jim mentions undoing things there is this shakeup of the Dow today the do my show uh I have a show and every time I say ed there's no money index to it this reverses r in time it is a price weed at yel and I are tight yeah that Stock's done going down it's ridiculous by I'm read The Sun Also Rises I'm I just read like a drink being inconsistent isn't he a sh you were drun speak of inconsistencies are you now going positive on Intel is that what I'm hearing here absolutely what I am what what if I am what if speaker Johnson and president Trump try to repeal the chips act as we were heard a lot about Friday night wow I mean you just have like empty shell buildings I think hard that inel hasn't got any money yet anyway they haven't met the C they they will meet it CU at Brookfield pal at Brookfield they made it happen I wasn't here on Friday or Thursday uh so I don't know if I miss this try not to miss work and you'll be like you'll get you'll get the Insight I was working on Thursday that's right oh you came in you had an idea that we're going to go with zaslov what was that the zaslov trade what is that I have to see zaz see I'm working give me a quick why you have suddenly changed course on after the election Qualcomm said they might or may not buy Intel in the meantime Intel bit the bullet took the losses took the charge their CFO prevailed uh on the call gelsinger did not say we're number one we're the best he admitted they almost had like New York Giant status if I can really go there anyone worse not to know and I feel like that it's a brand new Intel so it couldn't get worse so it only can get better perfect thank God he's good he's really good thank you yes yeah I know I like is is their incremental success come at the cost of AMD someone else no I think that there's plenty of room for everybody I think that what what I liked about intel was one Qualcomm could make that takeover bid because it's not a big company anymore David it's not a big company but two their balance sheet improved in the constantly evolving world of technology where only a handful of players manage to capture the spotlight there's one name that's Making Waves across the global stage like never before Nvidia the stock market is a buzz with excitement and for a good reason as Whispers of nvidia's groundbreaking advancements in artificial intelligence send ripples through both Wall Street and Silicon Valley investors are left eagerly anticipating what's next but what exactly is sparking this frenzy tantalizing hints Point towards a new innovation Blackwell poised to transform the landscape of AI technology with its reputation as a market leader in AI chips Nvidia stands shoulder-to-shoulder with tech Giants marking its territory as a pivotal force in the trillion doll AI industry what unfolds next could very well redefine nvidia's trajectory and yours too if you're Keen to harness the potential of the tech surge ahead welcome back everyone to investra what's what's your mark your reaction to how the market is processed and video's numbers it uh of course fell initially in the pre-market yesterday morning it was doing all right and then it did did close more meaningfully down by the end of the session yesterday well I I think Nvidia is one of these stocks that has become part of like uh stock market lore almost everyone has a position and I don't think the result and the earnings changed anyone's Minds about Ai and the central world it's playing in in both Global productivity but also nvidia's role but it I think the selloff tells you that a lot of good news was priced in I think that's why uh the stock fell it didn't take the broader Market down I think that was kind of a a positive uh outcome and I think it just shows you that there's room for a lot of rotation and and I think that it's revealing that small caps is one of the groups benefiting from that rotation diving deeper into the Labyrinth of nvidia's recent escapades the focal point remains crystal clear the Blackwell architecture this isn't just a buzzword for NVIDIA it's the ticket to an AI driven future with plans unveiled for Blackwell Poise to materialize as early as the fourth quarter the anticipation of seeing this project flourish is palpable imagine the scenario of the local ice cream shop running out of stock on a summer day that's how customers react to nvidia's upcoming offerings demand is through the roof transcending Supply chains and Industry expectations the numbers also paint a vivid picture of nvidia's prowess consider the recent stat a Skyrocket of 2,700 in their stock over just 5 years bolstered by an astonishing near 200% rise within the current year the secret sauce lies in their unyielding command over the AI sphere a feat Quantified by the steadfast growth of the $200 billion Market predicted to burst into a$1 trillion Empire within the decade what simultaneously enthralling and reassuring for investors is nvidia's ecosystem enhancement strategy vividly demonstrated by acquisition moves including brev and Shoreline these strategic expansions into artificial intelligence and machine learning domains fortify nvidia's strong hold on the AI front a glance at the trade Dynamics reveals another tale of evolution pushing forward with a stock split decision Nvidia not only made its shares more attractive to a wider investor base but also ensured accessibility for those Keen to ride the AI wavell first of all I think there several things that are very different about us the first thing is to remember that AI is not about a chip AI is about an infrastructure today's Computing is not build a chip and people come buy your chips put it into a computer that's really kind of 1990s um the way that computers are built today uh you if you look at our new black wall system we designed seven different types of chips to create the system Blackwell is one of them so the amazing thing is when you want to build this AI computer uh people say words like super cluster infrastructure supercomputer for good reasons because it's not a chip it's not a it's not a computer per se and so we're building entire data centers um by building the entire data center if you just ever look look at a one of these super clusters imagine the software that has to go into it to run it all the software that's inside that computer is completely bespoked somebody has to go write that so the person who designs the chip and the company that designs that that supercomputer that super cluster and all the software that goes into it it makes sense that it's the same company because it'll be more optimized it'll be more performant more energy efficient more cost effective and so that's that's the first thing the second thing is AI is about algorithms and we're really really good at understanding what is the algorithm what's the implication to the Computing stack underneath um and uh how do I distribute this distribute this computation across millions of processors run it for you know days on day days on in uh with the computer being as resilient as possible uh achieving uh great Energy Efficiency getting the job done as fast as possible so on so forth and so we're really really good at that and and then lastly uh in the end AI is Computing AI software running on computers and we know that we know that the most important thing for computers is install base having the same architecture across um every cloud across on Prem to cloud and having the same architecture available uh whether you're building it in the cloud in your own supercomputer or trying to run it in your car or some robot or some PC that having that same identical architecture that runs all the same software is a big deal yeah it's called install base and so so the the discipline that we've had for the last 30 years has really led to today and this the reason reason why the most obvious architecture to use if you were to start a company is to use uh Nvidia architecture because we're in every cloud uh where anywhere you like to buy it and uh whatever computer you pick up so long as it says Nvidia inside um uh you know you can take the software and run it amidst the technological narrative it's noteworthy how traditional Tech stalwarts such as AMD and Intel collaborate on nvidia's mgx platform to concoct a lineup exceeding a 100 system designs this joint venture not only propels nvidia's Innovations but effectively cuts the costs and hastens the developmental timeline for manufacturers worldwide and if there's a silver lining to nvidia's price to earnings dialogue it's the reassurance gleamed from respected data indices like y charts reiterating that despite a lofty price tag Nvidia still retains a sensible valuation in the realm of progressive growth stocks in candid jesting if trading were akin to artificial intelligence Nvidia would undoubtedly hold the instructional guide the chips and the software leaving competitors to scramble for what's left of the aisle in our company we use it for computer Graphics we can't do computer Graphics anymore without artificial intelligence we compute one pixel we infer the other 32 just a I mean it's incredible and so we hallucinate if you will the other 32 and it looks temporarily stable it looks photo realistic and uh uh the image quality is incredible the performance is incredible the amount of energy we save um Computing one pixel takes a lot of energy that's you know computation inferencing the other 32 takes very little energy and you can do it incredibly fast so so one of the takeaways there is AI isn't just about training the model of course that's just a first step it's about using the model and so when you use the model you save enormous amounts of energy you save enormous amount of time processing time so we use different computer Graphics we uh if not for uh AI we wouldn't be able to serve the autonomous vehicle industry uh if not for AI the work that we're doing in robotics uh digital biology just about every Tech bio company that I meet these days are built on top of Nvidia and so they're using it for uh data processing or uh generating proteins for uh that seems like a super exciting it's incredible yeah small molecule Generation Um virtual screening I mean just that whole Space is going to get reinvented for the very first time uh with computer AED drug Discovery because of artificial intelligence and so so I incredible work being done there the burning question that remains is the optimal moment to embrace Nvidia within your Investment Portfolio as signs gleam towards Prosperity a pragmatic approach would be considering an investment stance now in anticipation of a potential hike post November earnings a cautious analysis portrays Nvidia not just as another Tech Giant but a financial bet rooted in strategic Innovative foresight with a valuation that promises both security and growth envidia remains an attractive Prospect despite having experienced not just a rally but a transformational journey across 2024 analysts projections Echo a continued surge marking an upside potential by nearly 32% from its current standpoint hence whether you're a seasoned investor or a curious novice the Nvidia narrative compels one to ponder as the AI Market eyes a meteoric rise will you capitalize on the trends set by Nvidia before the fiscal landscape morphs entirely share your insights how do you see nvidia's pioneering path shape the broader AI industry and what are your investment strategies amidst such groundbreaking advancement
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