저자: JimCramer · 외국인
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AI 인프라 수요는 폭발적이며 엔비디아가 핵심 수혜주로 제시됨. 오라클은 래리 엘리슨의 AI 전략으로 과소평가됐다고 주장. 피지컬 AI·로보틱스가 다음 테마이며 엔비디아와 머스크 계열이 선두. 소프트뱅크의 자금 여력에는 의문 제기. 엔비디아가 미·중 무역적자 축소 수단이 된다고 언급. 시장 변동성은 있으나 AI 인프라와 임의소비재에 기회가 있다고 봄.
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I don't know whether Ellison was doing a dance yesterday because he was so happy about this announcement or because he may have a real coup here and I Betty against Ellison has been one of the greatest Fool's games in history man he was on this game yesterday it was interesting to see musk reply to open ai's uh post yesterday saying quote they don't actually have the money so there are some fissures in here somewhere he was talking about SoftBank in particular and when you look at SoftBank uh and what they have on hand and everything else they don't have the money something we can talk now they have a lot of arm Jim Kramer discussed the booming AI Market emphasizing nvidia's dominance as demand for high-end chips and data center surges he highlighted Larry Ellison's strategic AI Investments through Oracle and noted soft bank's Financial constraints amid the industry's rapid growth Nvidia he said remains a top pick due to its pivotal role in AI advancements and reducing the US China trade deficit Kramer pointed out emerging trends like physical Ai and robotics where Nvidia and Elon Musk Le companies are key players He also mentioned oracle's underappreciated value and its focus on AI driven Health computation despite Market volatility he remains bullish on Nvidia and other transformative Tech leaders for long-term growth lastly Kramer advised investors to stay cautious in volatile markets while capitalizing on opportunities in AI infrastructure and consumer discretionary stock the AI Gold Rush continues with Nvidia positioned as the clear winner well if you want to S then you can have the money and you will not be able to address that but if we don't ask it then we have not done our job yeah no I'll I'll I can ask it if you don't want to but uh but David we're not on a commercial no sorry all right but uh you know so that does raise the question listen but it's shocking yeah the the um the numbers are going to be extraordinary we know that we talked about it every day in terms of what needs to be built to continue to uh to support the infrastructure that needs to powering all of these AI models whether they be the large language models or smaller models or whatever they may be and then the agentic world that we're all entering we just know the numbers are enormous you want to be in the data center business right now at some point you may not want to be because perhaps some of this money will not go for a great return everybody's running to do it figuring out how to finance these things private Equity everybody's just you know it's it's a yeah it's a gold rush it continues and you're seeing the numbers which are extraordinary well had there been a a out in people's minds about Nvidia which is at the same price as it was in June that Nvidia may not have the orders it needs well that was ended yesterday because obviously this team up would want everything it could I also think that the whole Sovereign Nation Kur fuffle that Biden put in at the last minute with 18 friends who can get Nvidia that's going to be just put aside uh I don't think that there is any sense that there is any water being held by that particular stricture by the way in Nvidia may be crucial in something that we have thought of the president wants a smaller trade deficit with China One way to do it is to have them have all the Nvidia chips they want provided they're not used militarily now you could argue how could that ever be I think this president is trying to get everybody's trade deficit to go to a surplus for us and Invidia is the crucial way to do it that that has the most it ain't soybean is the real yeah where is the balance though Jim between reducing the trade deficit uh boosting our exports and maintaining some semblance of safety around AI well I mean I went to Peter nvar yesterday and haven't had chances he's doing a lot of things but you know Peter would be a leader on what's going to happen with the actual intellectual property because he's taught me the idea that intellectual property is basically something you can't be trusted once you give it to China but I would say that I come back as putting my hat on and say all right Nvidia has not been able to break out since June a lot of people feel the stock is over and then you wake up this morning and you realize that Larry ellson will take everyone to can yeah I do Wonder Jos has been doing reporting on this Chinese large language model or AI um chatbot Malik deep seek which they say they have financed with a fraction of the money that they do not have access obviously to the high-end compute that our uh that our uh AI players do anthropic open AI on from there and yet it's putting up numbers or performance numbers that are very similar what is going on with that and what does that mean I don't nobody seems to have the answers when you are as VI visible with Nvidia as I am people you're like a magnet someone came up to me with very very uh well capitalized outfit uh saying look we've got something that goes 10 times faster than a video and I said well you know that's terrific I remember when uh when Intel had the 386 and there were companies that had something that was 10 times faster and I don't even know where those companies went to right I think it's scale I think it's the ability to be able to manufacture with 45 plants going on right now and the uh idea of the payback which seems to be left out of the equation all the time how many times has Jensen Wong said the payback is 4 to one the moment you get Blackwell versus my friend Michael sbles yesterday he's still talking about it being a big dragon free cash flow uh I am a believer that you make money when you get a Nvidia black uh and that means it's got a valuable project valuable he's putting together gigantic deals like he's a business person the Stargate is planning to build so many data centers overly $500 billion worth that the stocks of Oracle softback arm H Holdings and Nvidia went through the roof this morning on SW the street Renee H CEO of arm told me that Stargate could create tremendous demand for all data center equipment especially high-end chips from Nvidia to those who thought that there might not be enough customers nvidia's latest and greatest product Blackwell think again real quick tell us that you announced at CES a partnership with Nvidia what is that about that is about um building on top of Nvidia technology the platform that allows companies to move from a lots of experimentation to scale because you've got to onboard models you have to have a place to have your digital twins I mean the digital agents be trained and you have to have the guard rails and right now companies are using a lot of tools but they don't have that it's super exciting and then we're taking real use cases like in physical AI we announced um work we're doing together with Keon physical AI is what you're going to hear next year I'm telling you right now that is the next theme physical AI physical AI write that down Frank so much of this money you can consider this free money for NVIDIA this they are the real winner here it's not it it's not the other companies that are making this announcement with President Trump Nvidia is going to get a big chunk of these enormous uh piles of cash that we keep talking about and yes Elon Musk by the way he's built his own full Tech stack in in a really rapid amount of time at that Colossus Center outside of Memphis Tennessee and we're seeing now openingi come out with its own answer to that not just one Center but they're talking about multiple of these big supercomputer clusters uh throughout the United States starting in Texas which to Kate's point this has already been The Works they're already constructing that first uh Stargate data center right now another one who you've admired is Jensen Wong of Nvidia you famously on cmbc called the bottom I think you go it's already had though a huge runup was one of the best performing stocks in the market last year is it still the the darling that you always thought it is it is I'm pounding the table every time Runway you don't worry about the fact that at some point the acceleration and growth slows down it won't not for the foreseeable future and there are upside opportunities if we just take robots and Robotics which people start to talk about the two leading companies in the world are the Elon Musk companies and Nvidia when it comes to Next Generation Robotics and those are markets that are enormous are they three years out 5 years out s years out don't know but it will happen in a very profound way and there're only a couple companies that are the leaders in the world and it's Nvidia and it's Elon and his circle of wonderful companies anyone out there in the market that you don't think is being appreciated right now that is on the Leading Edge I think Oracle for a long time we talked about it was underappreciated it's more appreciated today but it's still underappreciated I think in many ways when you have Larry Ellison going to work every day doing algorithms around AI computation thinking about the implications for health I would continue to bet big on Larry Ellison let's do some finals you got something on app L Jo yeah let's talk about that last Wednesday I gave as my final trade app L I said that for a trade I believed you could buy the stock go at 336 at the time I said use a stop at $300 here we are at 360 365 is you have to raise the stop to the entry price there is no way that you should lose money on this trade you're either making money or you're scratching the trade out okay shanon what you got for us uh we're a little bit more constructive on discretionary here especially with the potential sealing on Energy prices gas prices and then um the expansion of real wage growth which we think is could result from small business optimism and and spending capital expenditure so we think that's a good spot all right consumer discretionary and Weiss last but certainly not least never ibit look 2% volatility either way each day but I still think it's going to work out thank you everybody Nvidia continues to dominate the AI infrastructure space with its technology critical to meeting growing demands for data centers and reducing the US China trade deficit Oracle LED by Larry Ellison is gaining attention for its AI advancements particularly in health applications emerging trends like physical Ai and Robotics spearheaded by Nvidia and Elon musk's Ventures are expected to drive the next wave of innovation the AI Market is in a gold rush with Investments flooding into infrastructure and private Equity while concerns about growth sustainability exist nvidia's strong performance and Oracle aiid driven strategies highlight significant opportunities meanwhile consumer discretionary stocks May benefit from stabilizing Energy prices and expanding real wage growth what role do you see AI playing in transforming global trade and economic Dynamic are you optimistic about physical Ai and Robotics reshaping Industries in the near future
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