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right so in a world where technological alliances are as crucial as the tech itself Alibaba group Holdings has just joined hands with Nvidia Corp in an extraordinary partnership that's Making Waves Yes you heard it right Alibaba and Nvidia are teaming up to revolutionize the autonomous driving landscape this isn't just another tech partnership it's a GameChanger with Alibaba integrating its quen large language models with nvidia's Drive agx Orin platform the future of autonomous vehicles seems almost here but wait there's more to this story much more let's dive in welcome back everyone to invest ocracy Nvidia adding to yesterday's gains it's back above $3 trillion in market cap as we speak there's the 2% move today meta's also higher as we just told you on the heels of its connect conference Apple Amazon alphabet all down today joining me now to help navigate the tech story with earnings just weeks away now the de evaluations aswat motor at nyu's Stern School of Business good to see you again welcome back hi Scott glad to be back when you when you look at the multiples of the mag 7 what do you see today you know I I see the the fact that these are the companies everybody wants to flock to but in the last few months we've had reminders with each of these companies about the weakest lengths with the Invidia it was around the earnings announcement which is you saw how high expectations have been set and what looked like a good earnings report turned out to be a disappointment with apple we've lived from upgrade to upgrade now 16 upgrades and I know why we surprised one upgrade no measures up to expectation the next one doesn't with Google were still waiting for the next big business they still make so much of their money from the search box so much as these companies have been winners they also have weak spots and I think in the last few months you see those weak spots sometimes highlighted which explains why on any given day two of them are up and two of them are down it's the nature of the beach alibaba's latest move is nothing short of revolution AR by blending its quen large language models with nvidia's cuttingedge Drive agx Orin platform Alibaba looks set to redefine incar AI capabilities making autonomous driving smarter and safer imagine an intelligent voice assistant in your car that not only follows your commands but also offers bespoke recommendations it's almost like having a co-pilot who never sleeps or gets lost now some of you might be thinking another day another tech partnership but hold your horses this collaboration comes amid us sanctions on Advanced semiconductor chips in such a tense geopolitical atmosphere alibaba's strategic maneuvering to secure a robust Tech Arsenal speaks volumes about its innovative spirit and resilience here's a fun fact for you in the stock market it's said that the road to Financial Freedom is always under construction well Alibaba seems to have paved its way quite efficiently add to that the recent decision by The People's Bank of China to slash key interest rates filling the banking system with liquidity this has created The Perfect Storm of rising investor confidence particularly ahead of the National Day holiday it's almost like the universe is aligning for Alibaba a quick dive into the numbers reveals even more promising Data alibaba's stock is trading at around $95 a robust 5.45% increase at the time of publication on Tuesday year to dat the stock has surged by 20.51% and it has posted a 3.29% increase over the past year from a technical perspective the charts tell a story of bullish momentum the stock is currently above its 5 20 and 50-day exponential moving averages reinforcing a strongly bullish Trend the moving average convergence Divergence sits at 1.98 another bullish indicator for Alibaba however it's not all smooth sailing the relative strength index reads 69.1 3 which suggests that the stock is inching towards overbought territory and while the the Ballinger bands also project a bullish Outlook it's wise to tread cautiously in the dynamic world of stocks being prepared for any eventuality is always a good strategut are you are you suggesting that let's talk specifically in Apple alphabet are you saying they're overvalued currently I think that I mean rather than overvalued undervalued let's talk about investing odds if investing is a game of odds with Nvidia the odds are against you because of how high a price you're pay with apple the odds might be even odds with alphabet and meta I think the odds are still with you because to the extent that these companies can pull off something outside the core businesses you're going to get the bonus from that so rather than think undervalued overvalued I think in terms of investing odds and in terms of investing odds I think the worst odds are with Nvidia the best odds might be with the companies that have you know at that moment at least are the companies that are not in the favored group that's really interesting that you suggest the worst odds are are with Nvidia just given what we've heard even as an investor as a Trader I would reverse the whole thing because it's all about momentum it's got nothing to do with fundamentals it's got nothing to do with you know what the business looks like Nvidia is the per perfect momentum play in either direction if you're a Trader I can see why Nvidia is going to be where you're going but as an investor I think the worst thoughts are with Invidia well I mean but I'm I'm I want to address it as as an investment to make because I you know 34 times it's cheaper than it than it has been for for certain secondly we've heard from Jensen Wong recently you know as I don't know within even the last couple of weeks about the great demand that the company continues to see they have by all accounts what you know many would suggest to be not just a first mover Advantage but in fact a moe because of their installed base much the like we talk about Apple uh having so how does that all factor in though let me concede all of those it's an amazing company going after a big Market that is going to dominate because it has immense modes but that would mean that you would need a trillion dollars in revenues and 70% margins to be delivered 10 years from now reverse engineering from the trillion market cap so even if you took every word that Jensen Wong takes as the truth and you built it in I still have a tough time getting to 3 trillion I mean this is a company that if you look at the current numbers has to have immense growth and maintain 70% operating margins to deliver what you paid already up front as a price that's what I mean about investing odds being you know against you you priced this company to be the most amazing company of all time what's the upside line left if it's just amazing rather than the most amazing company that's a disappointment so I think this is something you're going to see the back and forth on in terms of expectations but the expectations at some point have to get reset so the company can actually deler on those numbers this partnership with Nvidia has substantial implications especially in a tech driven world where autonomous driving is the New Frontier the automotive industry is eagerly waiting to see what this collaboration will bring the blend alibaba's expertise in Ai and nvidia's advanced driving platform is poised to create a seamless experience for smart vehicle owners it's almost like the cars of Tomorrow are being built today piece by piece through Partnerships like these with its robust cloud computing infrastructure Alibaba can potentially offer a more integrated and holistic approach to Smart driving one can envisage a future where vehicle to infrastructure communication becomes seamless enabling Dynamic traffic management optimized route planning and even predict maintenance of vehicles this could drastically reduce Road accidents and traffic congestion improving Urban Mobility on a grand scale moreover alibaba's strong presence in the e-commerce domain can further amplify the benefits of this partnership picture this autonomous delivery vehicles powered by nvidia's Drive agx Orin Guided by alibaba's Advanced AI delivering packages with precision and efficiency not only does this streamline the logistics but also significantly cuts down operational costs and delivery times setting new benchmarks in the e-commerce landscape but let's not stop there imagine a smart City ecosystem where alibaba's AI integrates with Municipal services to create a hyperconnected urban environment traffic lights that adapt in real time emergency services that are dispatched automatically and public transportation systems that adjust based on current demand these are just a few possibilities the ramifications of such a system extend well beyond convenience touching on significant enhancements in safety efficiency and quality of life this initiative also opens new avenues for collaborative Innovation educational institutions and startups could leverage this technology to develop new applications fostering a community of innovators geared towards solving real world problems such a collaborative ecosystem would not only accelerate advancements in autonomous driving but also contribute to a more sustainable and efficient Urban futur the semis I think the socks was up 1.3% roughly you had a pretty good day for NVIDIA believe you're getting uh Micron results fairly after the CL after close um how do you read that Mike in terms of one day we care and the next day we kind of don't I mean again for the part of the market that for much of the year was the driving force sure um I mostly read it as and this sounds really deterministic but the market has kind of decided that we're comfortable with these levels you don't have aggressive selling at S&P 57 and change just yet um and so on a given day if the macro cooperates you know if we have to rely on the handful of semi- stocks that look like they're relatively oversold you got this headline out of you know not even a headline just a story that Jensen Wong maybe is gonna slow his P his sale plan yeah I mean or stop it for now I mean that shouldn't really matter it wasn't really a a huge swing factor in terms of the the value of the stock on offer uh for NVIDIA but nonetheless it was a pretty good excuse for that to work um I think it's much more about you know on a given day it's either Banks and small caps working or it's uh The Magnificent Seven Banks and small caps working really relies on soft landing and fed cutting rates the rest of it just reminds relies on the mood about you know the long-term secular growth story so what does this mean for you the Savvy investor simp L put this is a golden opportunity alibaba's strategic positioning through its partnership with Nvidia indicates a promising future the Stock's current standing and the technical indicators pointing to a bullish Trend make it an exciting investment Prospect as it stands alibaba's journey into the realm of AI enhanced driving is just beginning and now might be the perfect time to hop on board looking ahead forecast suggest further growth for alibaba's stock fueled by its innovative advancements and the rising investor confidence ated by The People's Bank of China recent actions with a current stock price hovering around $95 and a solid year-to-date increase there's ample reason to be optimistic in the ever evolving stock market staying informed and agile is key what are your thoughts on alibaba's latest strides do you see this partnership with Nvidia as a game changer for the autonomous driving Market we're eager to hear your insightful opinions feel free to share your thoughts and join the conversation because in the world of investment knowledge shared is profit multiplied
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