저자: JoseNajarro · 외국인
요약 보기
NVDA는 2020년 ~5개월간 횡보 후 볼륨 베이스를 쌓는 중이며 과매수가 아니므로 매수 기회로 본다. ARM 인수(400억 달러)의 영국 경쟁당국 조사로 주가가 하락(약 5~6%)했으나 이를 예상했고 오히려 매수 기회라 본다. 암호화폐 붐으로 GPU 수요(채굴)가 늘어 단기 수혜가 예상되지만 버블 붕괴 시 중고 GPU 매물로 매출이 감소한 2018년 전례가 있다. 데이터센터·자동차·프로 비주얼라이제이션 비중이 커져 과거보다 완충력이 있다. 옴니버스 플랫폼과 AWS 마켓플레이스 진출을 장기 성장 동력으로 본다. 5년 장기 보유 관점이며 대형 기업에 인수될 가능성도 언급했다.
다듬은 글
on today's episode we are going to take a look at what was one of my favorite stocks for 2020 and the more i read about it now i believe it's gonna be one of my favorite stocks for 2021. in the past few days there has been a few articles and a few development news about the company one that has to do with the recent acquisition and another one that has to do with the overall bitcoin boom that's happening right now in the cryptocurrency crates that's happening and that is going to affect the company somehow like always welcome back to the channel my name is jose naharo and i am a self-taught investor who's been doing this for the past six seven years just learning about the market if this is your first time here don't forget to hit the subscribe button and the thumbs up it helps so much with the youtube algorithm if you ever want to know when i buy or sell a stock you should see a link down below for my discord channel which is free to anybody that wants to join you should also see my links to all my other social platforms i am live streaming every mondays and tuesdays on twitch so make sure to follow make sure to follow me there next if you want to get a free stock check the link down there for weeble if you sign up deposit 100 we both get a free stock i think right now they are doing a special we might get more than one stock and finally if you want to learn more about becoming a better investor make sure to check out my patreon i just finished two video series about pretty much the introduction and the advancement of financial documents and right now i'm taking a poll to see what the next education video series would be so make sure to check that patreon out as well all right so the stock i am talking about is nvidia ticker nvda maybe some of you might have known it already just by the way i was describing it but today january 6 of 2021 the stock price actually dropped about six percent and the overall market has been a little bit volatile these past few days with everything that's happening here in the united states but right now there has also been some other news for nvidia that has caused this stock price to drop so if we take a look right now nvidia has a market cap of 321 billion dollars if we take a look in the past year nvidia has done great returns to investors over a hundred and ten percent but we can see since uh i wouldn't say since august of 2020 not much has happened in the stock price it's up about two percent so for the past five five months or so this company has has been the stock price has been pretty flat so for those that don't know about nvidia i'm going to give you guys a quick 30 second description of them they pretty much are the leaders in the creation of gpus graphics processing units and gpus are pretty much meant to run the world this is we use them for gaming for data center for high process computing for artificial intelligence for machine learning for professional visualizations even for things like autonomous vehicle so this to me graphics card and nvidia is definitely a company that's going to be the future for us uh right now so i know a lot of people talk about tesla being the future i want to say the way those people talk about tesla is the way i believe about nvidia so next i just want to take a quick look at some charts just to see how if the stock price is overextended so right now we can take a look i mentioned since august the stock price hasn't really much moved what it's actually doing is building a nice volume base and support levels for i want to say a future like up and i'm hoping that's what's going to happen in the upcoming years right i'm a long-term investor so for me even six months of it being still is still short term i mean august just happened so six months or six or five months of not moving doesn't really affect me this is actually giving me buying opportunities in my opinion for me to continue to add up um for the future of this company so we can see right the company right now the stock price is definitely building up a nice volume base right here and it is definitely not overextended from its moving averages i do believe right now it's giving me a great buying opportunity all right so now let's take a look at some recent news and then i'm also going to take a look at some future products that nvidia has that have me pretty darn excited if i may say so so right now nvidia's 40 billion dollars arm acquisition to be is to be investigated by uk's competition regulators and for those that don't know earlier late late 2020 nvidia mentioned that they were going to purchase armed for 40 billion dollars it was going to be some cash it was going to be some some shares uh through transaction and when i did i did do a video about that and one thing i mentioned that was a huge risk is because arm has customers like amd and other semiconductors there is going to be a chance that it could be blocked off and right now i believe many people who are very familiar with nvidia who are very familiar with the nvidia um with the semiconductor market could have seen this coming for me for example i i said that this is definitely a high possibility of it happening and it is right we're seeing it right now and the thing is we got to see how things are going to progress so i do believe this is probably one of the main reasons the stock price is down 5 today almost six percent actually it's down about 31 and i say this is definitely giving me a great buying opportunity i purchased every thursdays so hopefully hopefully the stock price stays like this for tomorrow because i i do believe i am gonna buy more into this company this is already a tier one stock for me so it's a company that holds a nice position in my overall portfolio next let's take a look at this whole crypto craze this whole bitcoin prices um and how does that affect nvidia so this is not the first time i'm seeing this with a video like i mentioned i've been doing this for the past few years so in earlier 2017 to 2018 there was also this huge bitcoin per um price jump and then it kind of settled down i'm not saying that's what's gonna happen the same here but we did see when this bitcoin per um when this bitcoin um or this cryptocurrency boom was happening a lot of people were trying to mine cryptocurrencies so one way to collect cryptocurrencies is to kind of use your graphics cards your gpus um to kind of mine them and that's the easiest way to explain it i mean there's so much more behind it but in a five second thing is you can use your your graphics card to mine um crypto currencies so when that whole booming about two three years ago was happening a lot of people were out there purchasing cryptocurrencies and there was a shortage of graphics cards because all these cryptocurrency all these cryptocurrency miners were out there buying cars all these bitcoin farms were were buying massive and massive amount of graphics cards so that was a great thing for nvidia of course and companies like amd because they were selling out like crazy the only thing is there is a negative side of that happens afterwards let's say this bitcoin boom happens right now and it's let's say it's a bubble like last time and it pops i'm not saying it's gonna do that but let's say it does pop a hypothetical if it pops what we learned about it last time is all these bitcoin miners and all these crypto farms started to sell those graphics cards so now they started selling them on ebay they started selling them used on amazon and all these other platforms so now customers instead of buying them directly new from nvidia or any of their supply chains they were buying them at a sale price used so it actually declined the revenue for amd and for nvidia for some time so even though there was a huge boom at the beginning for graphics card through for nvidia and amd after the bubble popped it was a pretty bad time for nvidia and amd and we actually saw stock prices drop a little bit during there so it's something that could happen again and i do say probably for the next few quarters maybe we might see strong strong revenue in graphics cards for amd and nvidia but as things progress and if it is a bubble and things pop for the cryptocurrency for the crypto world then we might start seeing a bit of decline in that form of revenue but the great thing about nvidia right now and and one thing i do want to say it's a bit different right in 2017 in 2018 we can look at these charts gamings which are pretty much graphics cards and here in pro visualizations gaming was the biggest portion of nvidia's revenue in 2017 it was about four billion dollars of revenue and all the other markets didn't even add up to that full revenue of gaming so the data center the auto world and the pro visualization even if you added them all up they barely made a dent compared to gaming but now in 2020 we're seeing it a bit different we're now seeing look pro visualization has increased dramatically data center has increased dramatically as well and even the auto industry so now even though nvidia still makes a lot of money from their gaming now their other revenue segments still make up a strong portion of their revenue now so if we do see that kind of like decline um we're gonna see revenue decline as well if if things like that happen but i don't think it's gonna be as hard as last time because of things like this and here i actually took a look at google trend and we can see in the past two three weeks bitcoin mining has been such a huge search trend in google and we can see the huge increase has has just begun so right now that phase of bitcoin mining is happening i also wanted to take a look at what other people were sending so mining gpu which is my yet this yellow thing you can see mining gpu has boosted as well in the search term in google so more people are searching what kind of gpus they need to mine um to mine cryptocurrencies we're also seeing a boost in everything else from bitcoin mining rig to what is bitcoin mining so people are wanting to learn more about bitcoin mining is gonna again increase this overall sales of gpus it's gonna make it hard for us that want to buy a graphics card for real purposes um to get one but again overall for nvidia i do believe is gonna be a great great thing so these are the three recent news um two recent news that could affect the company um in the short term these are both short-term movements in my opinion but now i want to take a look at some long-term things about nvidia so nvidia recently in 20 in december of 2020 they released what they called their omniverse so nvidia like i mentioned they are a monster in the artificial intelligence and machine learning in the clouding segment and this artificial omniverse is actually pretty cool so for those that don't know the nvidia omniverse is a powerful multi-gpu real-time simulation and column and calibration platform for 3d production pipelines based on pixar's universal scene description and then videos rtx so this is actually a pretty cool thing to see so let's say you're making a video game let's say you're making some form of movie some form of animation you use programs like unity one reason i'm very bullish in unity programs like maya by autodesk another pla another company i'm very very bullish on and you work with teams like that and everybody uses just one software and kind of creates everything in that one software or the teams there with this kind of omniverse that nvidia has created it creates more of like this overall world and this overall world would be this picture that we see right here so we see this picture let me go back to this youtube here we see this picture right here which is the omniverse this has this is the full world and here you have different creators using different platforms we have epic games unreal engine we have one creator there is working for example with the flooring and it's working with the overall room we have someone else working in substance painter which is another another creation tool that's working on the coloring for the walls then we have someone working in autodesk maya creating the desk and now what's actually happening is they're all working on the same platform on the same scene but and they're all create using their own tools and everything is being updated real time on the platform so we can see what one person is working on the wall or the desk is being updated here as well and somebody else is working on another portion this i believe is gonna be the future for creation pipelines for people that are making movies for people that are making games for people that are making um just making simulations maybe in in the engineering firm if you are if you're creating houses or you're trying to or to do visualization of buildings and and constructions so this is a pretty cool thing this is just beta and i do believe this is a huge future for the creator side and that's a market i'm very very bullish on the second thing that nvidia did is they have launched storefront nvidia launches storefront in aws marketplace so now you can use more than 20 of nvidia's software resources that have to deal with artificial intelligence that have to do with machine learning in form of healthcare conversional artificial intelligence high process computing robotics data science and more and you can purchase them through aws which is on amazon's clouding platform this again now is bringing more and more users to nvidia's platforms not not only is nvidia creating now the infrastructure right they're creating the gpus that go into these clouding into these cloud servers that that amazon has but now they also have some form of they have software that people can use and creators and app developers can use and they can purchase it through aws so again i i just see this clouding thing for nvidia being a huge future and the more i talk about it the more bullish and bullish i i see the future for nvidia and this is gonna be actually pretty crazy and the more i think about it the more i think is almost likely to happen and come back in two years three years from now i want to say that a big company like either amazon like either apple like either google is gonna buy and video some big player and i'm not i don't normally say things like this but some big player out there is going to buy nvidia to overall just because in video right now it's going to be changing the world and i am just that bullish in this company finally i just also want to show that nvidia again i'm i'm a huge amd bull i am a huge amd bull in the cpu side we can see amd is the number one most wish foreign computer component with their cpus but when we take a look at graphics card the only graphics cards i see here are nvidia so we see nvidia here we see here another one we see another one here so even though amd is definitely a competitor for the gaming graphics card right now i actually don't see any an amd's graphics card in the top 50 maybe even the top 100 graphics card where do i see no this is still nvidia nvidia nvidia here we have another nvidia so in the top 100 i did not see one amd gpu the only gpu people want right now are nvidia's obviously we see a lot of amd graphics cards uh cpus and another thing i am very bullish on corsair right now and corsair is actually here as well we can see corsair they own elgato so elgato is has a number seven here they have elgato number 13 they have corsair graphics cards that's number 14.
um so corsair is also here so again this is not about corsair right now but i still wanted to talk about it so nvidia right now is probably still one of my favorite companies i am enjoying it and i do believe 2020 won't it's gonna be one of my top stocks for 2021 i don't know if the stock price is going to be the best performers of 2021 it might actually be flatline for 2021 that's not what i'm saying i'm saying as a company nvidia is definitely going to be one of the best companies for 2021 and for the next five years i'm a long-term investor for the next five years i do believe in video will be one of my best performance and i do believe in video like i mentioned it might get purchased out by some big big boys out there um out there in the in the future um so i hope you guys enjoyed today's episode and like always make sure to hit the thumbs up hit the subscribe button and let me know in the comments do you think i'm crazy for the overall thoughts on that future acquisition think of either amazon or either apple or microsoft buying a company like this so take care guys have a good night and see you next time you
Comments 0