저자: CarrieGreenmeyer · 외국인
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AI 시대 도래로 데이터센터 업그레이드가 필요하고 엔비디아 칩 수요가 폭발할 것이라 주장. 엔비디아 PER/PSR이 높아도 EPS 300% 성장 시 주가 상승 논리를 펼치며, 2024년 말 목표가 699달러를 제시. 중국·러시아 수출 제한 이슈보다 공급 부족 수요가 더 크다는 입장. 이는 투자 자문이 아니라고 고지.
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what's going on with Nvidia Joe comes out today and tells us that uh Nvidia can't sell any more chips to Russia in in China what's that going to do to their numbers why are why is this stock so up so high what's his name Jim Reed of Deutsche Bank came out today and said that the price to sales ratio on Nvidia was 10x and now it's 40x wow the s p is 2.4 x and the NASDAQ is 3.6 x how can you in value how can you value uh Nvidia at the price it is well I'm sorry but I and some others are projecting that nvidia's price is going to go to 699 dollars by the end of uh 2024 and will be 458 up from 418 before the end of this year how is this possible well all you got to do is crunch the numbers I did that in another video but I'll I'll go through it again in fact I've created an analysis of it that I've put on a PDF that I'll be happy to share with you uh I'll put a link to it in the in the description and you just send me your email address I'll send you my total analysis it's it's not only my analysis but wall Street's analysis so that you can see why Nvidia is is going to explode but this is not Financial advice and I'll get a little more into it right after this best of us investors presents Carrie Greek Meyer I think the real bridge that we have to cross is that we're going into a new era much as we are we our world changed when the World Wide Web turned into the internet that we know today and we were introduced to uh the ability to search for anything and get an answer and then we were introduced to e-commerce and then social media and our whole world has changed and and so it was anything we wanted we could reach out to the internet and get now we're going to go into inter uh artificial intelligence and it's not only reach out and get it it's ask a question and get an answer and then ask another question and get an answer and then ask another question and get an answer well that's going to require a lot of data flowing back and forth and our internet as we know it or our data centers as we know them aren't capable of doing that yet that's what's coming so they're being upgraded and that's why Nvidia chips have to go into all of these data centers and upgrade them I I I watched I listened to that thing that uh of Joe saying that uh he doesn't want Nvidia to be selling chips to Russia and China and I thought Joe he doesn't have enough to sell to Russia and China he isn't going to be able to make enough to take care of the demand that he's going to receive just here in the United States and in the in the Western Europe so the the fact is um Nvidia Nvidia has other problems as opposed to how what is their price to book ratio they are going to be able I believe from the research I've done to sell every chip that they can get and they'll get a premium price for it and at the same time this is happening in other stocks and stocks and I've recognized it because I go through a deep analysis not only looking at what's happening in the future but what's happened in the past and what happened to the stock prices when the when the earnings per share in the past went up 300 percent like they're going to do this next year for NVIDIA well the price goes up accordingly okay so if you'll if you'll just do the numbers and then keep your ear to the ground and understand what is going to happen again Nita my wife asked me what do you use this artificial intelligence and how important is it going to be and my answer to her is how important do you think fire was to the caveman how do you think that changed his world how do you think that how important do you think the telephone was well as opposed to um what did they call it where you just tap tap tap tap tap tap um Morse code that's that's how it changed the world how how has how has the internet changed the world well that's where we're at put all those together and they will not equal the power of the change of artificial intelligence think about this I have a mind that's my intelligence I and and you can ask me a question and I can give you an answer now give me the power of all the knowledge in the world and put it at my fingertips and that's artificial intelligence now you ask me a question you give me three seconds and I can answer any question you got I don't care if it's about physics I don't care about it without nuclear science of which I know absolutely nothing about but you give me four seconds and chat CPT or Bard or what's coming in the future and I can answer any question you've got okay I'm Carrie grenckmeyer I'm a crazy man who just believes that I was lucky enough to live long enough to see the opportunity to make millions if I pre pick the right stocks but I gotta understand what's happened in the past what's happening today and what's going to happen in the future and if I can use artificial intelligence to pull that data off the internet and put it on my analysis sheet that I've created I can tell you what they're going to sell for next year this is where I'm going if you want to come along just come get on the bus
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