저자: JimCramer · 외국인
요약 보기
테슬라 신형 로드스터는 스페이스X 로켓 기술이 결합된 기술 전달 시스템으로 주가 상승 요인이 될 수 있으며, 중고 테슬라 가치 상승과 함께 주가 바닥으로 본다. 엔비디아는 테슬라 코로나 랠리와 유사한 리테일 주도 상승 국면이며 포워드 PER 약 30배로 닷컴 시기와 달리 실제 매출·현금흐름이 뒷받침된다고 주장. 엔비디아 시장점유율 90% 기준 AI 트렌드 주도를 전망. Wedbush 분석가는 GTC 행사에서 블랙웰 관련 관심이 클 것이라 보며, AMD도 주요 고객 4곳 확보로 2024년까지 매출 성장 전망.
다듬은 글
But Jim, he did offer uh some things about the new Roadster. And maybe I I don't know if you have a reason why the stock was up yesterday, but maybe this is one reason cuz he did talk about it sort of having some rocketry stuff in there. You know, a combination of um of Tesla and uh and SpaceX technology to create something that's not even really a car.
Well, he has said over and over again, it's a tech delivery system. Maybe that's what this is. I think that one of the things that's happened, David, uh if you speak to Steve Sher and now your outgoing CEO of Hertz, the you However, Jim, he did share some information about the new Roadster. I'm not sure if you have a reason why the stock was up yesterday, but perhaps this is one of them.
He mentioned that it might contain some rocketry technology, combining SpaceX and Tesla technology to create something that isn't even a car. He has repeatedly stated that it is a technological system. Perhaps this is what it is. However, I believe that one of the things that has occurred, David, is that according to Steve Sher, the now departing CEO of Hertz, the value of a used Tesla has actually increased in the past month.
And Elon Musk has been able to boost rates because of this. Although that goes against the story we believe that could be the case. David, you and I both know that by 2030 we will all be driving electric vehicles. So it seems a bit early to write out the EV. This, in my opinion, is the stocks bottom.
I stated that I'm mad money last night because I've been expecting for the used car prices to drop and they have. I am therefore enthusiastic about the Roadster. What he's doing excites me. We simply need a refresher. In my opinion, there hasn't been a significant update. This is a significant update.
It is really important. And I have a question for you, David. Did you recognize the significance of his attitude in terms of generating things during your interview? By what you mean? Well, aside from Jensen Hong, this is one of the most inventive people of our time, if not the most inventive. Stories like that appeal to me.
North Carolina is where Brian is. Go ahead, Brian. Go ahead, Jim. I appreciate everything you do. I belong to the club. Indeed. Okay. Thanks. Additionally, I have a brief inquiry for you regarding Tesla. What do you think about it? The price hike today struck me as being really important. I believe Tesla has reached $500 billion.
So, it's not cheap. For the year, the stock has dropped 30%. When do you plan to begin working with Tesla? Apart from now, last night while I was chatting to a few business folks I looked up to, the term goat kept popping up referring to Jensen Hong, the greatest of all time. And because we know that he's ethereal, that he's not a bust, and that he carries himself like a gentleman.
Some people are really happy to meet him. It's also ethereal. Is he a more visionary than Elon Musk in your opinion? Indeed. You didn't think twice. Yes. And let me explain why. That's because I do think that they are that's wheels in technology in the end. Additionally, I believe that Jensen is considering a legacy of completely altering the way the world is perceived.
Whereas I believe that Musk is able to see into the future. Jensen is bringing about an industrial revolution on his own. And Musk is bringing about a method of delivery on his own. And both of those are definitely wonderful things. But who does he say would invent the steamboat, the loom, the train, or an industrial revolution on his own?
I would like to know if you think Nvidia's surge this year is similar to the Tesla rally at the beginning of the pandemic. Tanner, it is an excellent parallel. I wholeheartedly concur. I believe that the majority of the institutions were involved in the shift from the hundreds to say 500. And you know, the dramatic step was made for fundamental reasons.
However, I believe that the move from 500 to 900 almost 1,000 and we'll see where this goes from here. Definitely reminds me of the Tesla move after COVID when retail, you know, there's significant evidence that Nvidia is now the retail tech darling just like Tesla was. Therefore, I believe that's why it's so hard predict exactly where this rise will end.
There appear to be many similarities between Tesla and Nvidia and not only in their commercial strategies. The growth of the two businesses is comparable. Today we'll discuss Nvidia's intriguing growth prospects and how the firm might be on the verge of following Tesla's postco trajectory. And the reason this is so fascinating is that Ross Gerber was here yesterday and he essentially stated that Nvidia is a stock that you absolutely must have in your portfolio.
And you're claiming that in spite of nerves, Nvidia is not costly. Yes, it depends on your appearance. Naturally, it can appear pricey if you wish to examine the trailing price to sales ratio before Nvidia's profits have skyrocketed. Looking at it from a forward price to earnings standpoint, this is something that is on the high side, roughly 30 times forward earnings.
However, Cisco's forward price to earnings ratio of 60x to 200x is not relevant here. And unlike in the dotcom era, these are actual genuine sales, cash flow, and earnings being produced here. Thus, I consider myself to be extremely optimistic. I have a lot of Nvidia stock. It's a fundamental role. Whatever you want to call it, Nvidia and Meta, I now view of it as the MAG2 or the terrific 2.
I only have those two holdings. Since I believe that Apple's been battered down and may resurrect, I too have a tiny holding there. However, I believe that Nvidia, which holds a 90% market share in a sector that is only now beginning to show its strength, will continue to lead the AI trend for a number of years.
The two are referred to as a dynamic duo by my producer. Maybe you could use that as another name. However, I would like to know if you think that Nvidia's action this year is somewhat reminiscent of the Tesla rally that occurred at the beginning of the pandemic. Tanner, it is an excellent parallel.
I wholeheartedly concur. I believe that the majority of institutions were involved in the shift from the hundreds to say 500. But the shift from 500 to 900 almost 1,000 does in my opinion remind me of Tesla's postco surge when retail participation really took off. There is compelling evidence that like Tesla, Nvidia is currently the retail tech darling because I believe that the retail participation has actually only been in the last few months.
It is very difficult to predict where this rally will end. There is no reason why Nvidia cannot experience a rally that is very similar to the one that Tesla experienced which was essentially 10 times higher than the 2018 lows. Remember back in 2020? as long as it continues and people continue to play the options the way they appear to be playing and the results continue to hold steady.
Crazy times. Even while most companies didn't have a really successful year, Tesla was actually taking a somewhat different approach. Furthermore, it wasn't merely a setback for the automaker. Rather, Tesla simply shot into the stratosphere. Like a scene from a science fiction film, Tesla's post-pandemic boom was the ideal outcome of a number of forces that were driving the automaker to extraordinary heights.
This spike was really remarkable and essentially unique, leading us to question if any other organization could develop to this degree. Fortunately, Nvidia comes to mind when one considers the current developments in the stock market. Over the past few weeks, Nvidia has performed fairly well. But has the business been able to replicate some of the magic that Tesla achieved in the postco era?
Let's examine whether the conditions are right for a comparable Nvidia spike as investors anticipate the chip giants GTC conference next week. Where is anticipated to introduce new technology? Nvidia shares are declining today in preparation for the major event. Our next guest just raised his price target for the stock from $850 to $1,000.
Matt Bryson, senior vice president of stock research for hardware at Wedbush Securities, will now join us. We appreciate you being here with us today. Simply put, what can we anticipate from this conference? Blackwell and some of its new technology are receiving a lot of attention, but how does everything feel overall?
Overall, I believe the atmosphere will be nice during these GTC activities. They are consistently really upbeat. Much of what they discuss is very broad and often involves topics that you may not notice right away. However, Blackwell is significant at the same time. They have already stated that they don't believe they would be able to initially match the product's high demand.
Therefore, I believe that investors will be quite interested in the precise appearance of that chip, its release date, and its potential price. What does this entail for rivals? Matt, we are aware that Nvidia dominates the market, but how far behind will some of the other brands in the market be when you look at some of the competitors, particularly AMD?
What a wonderful question. Having said that, I believe AMD has convinced four of the major US clients to use their products. I believe that cloud data centers are interested in having options and a backup source. Thus, I believe AMD will continue to increase revenue through 2024. Another event at Parallel GTC is being held by a startup company named Cerebras.
Their wafer scale chip is on display once more. They have a niche and extremely expensive training and I believe they will continue to succeed in that
Comments 0