저자: JimCramer · 외국인
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엔비디아의 분기 실적이 '터무니없이 훌륭하다'며 사상 유례없는 성장을 강조. 매출 350억 달러, 순이익 200억 달러, 75% 매출총이익률 제시. 1년 전 선행 PER 20배 수준으로 저평가였다고 주장. AI 인프라(데이터센터·전력·광통신)와 에이전틱 AI로 산업 전반이 변한다고 평가. 반면 마이크로소프트·아마존·테슬라는 엔비디아 최대 고객이라 지출 확대 수혜를 본다는 해석. 시청자 질문 대응 중 Chipotle을 바닥이라고 언급하며 목표가 69달러 제시.
다듬은 글
800 743 CNBC or tweet me at Jim Kramer there's a reason the reason I have this button on my soundboard it's the sound of a strike of a ball hitting the head pin setting the rest of the pins flying oh it's a beautiful sound it always surprises and it always Delights last night Nvidia bowled a strike and today stops of all kinds Ken and skitted and vibrated and rocked in a Symphony Of Glorious sound the 10 the average is sory with the Dow jumping for 62 points as beginning 0.53% and the NASDAQ advancing 0.03% nidia's been duking out with apple Microsoft and the lanes fighting over who gets to be the largest company on Earth right now it's head-to-head with apple 3.5 trillion for NVIDIA versus 3.45 trillion Apple yes that's right nosing out apple is the champ Microsoft has suddenly fallen way behind the leaderboard drops off even bigger than what who make no mistake about it Nvidia Strike last night is opening some distance between it in the rest of the field ah the numbers are staggering for a company just a few have even heard of say recently it's two years ago when it its market cap was just 500 billion Nvidia booked 35 billion in revenues last quarter with a net income of 20 billion 75% gross margin those numbers are preposterously great preposterously just a spectacular ramp up now a year ago so many critics were claiming in video was absurdly expensive trading it 50 times forward earnings people laughed at me for championing the seemingly overvalued semiconductor stock well when we see the actual numbers it turns out that a year ago Nvidia was really only trading at 20 times forward earnings that's how incredible these RS these results were in retrospect it was cheap cheap cheap that's what happens when a company outruns the estimates and as I've told you repeatedly nvidia's been outrunning the estimates for a decade super expensive n perfectly reasonable that's the stock that is NVIDIA it's why loved it for so long how do they do it oh Nvidia is rolling not one but two balls down the lane one being accelerated Computing and the other being artificial intelligence it's all happening because CEO Jensen Wong and his team may be the best Bowlers of all time figury speaking of course this morning on squ in the street My Fabulous partner Carl kendia started off the show by asking me what I thought about invidious quarter at the time the stock was down a buck or two and I was muted I was clinical not wanting to hyp stock I've Champion to the point of ridicule but then I sat back and I paused for a moment not my strong suit and I said that frankly I've never seen anything like what's happening at Nvidia never just never and even though the stock was down despite 19 firms raising their price Targets this morning I said this stock simply not capturing the seismic shift that's happening here you see Nvidia is disrupting everything we know about business there are only so many super when it comes to the demand for their technology we've heard it called insane we've heard it called enormous last night the operative board was staggering I think even Jenson struggling for analogies at this point like when he was talking about how one use one use for the latest and greatest chip Blackwell is open AI which he said is something completely new like the iPhone the iPhone he compared it to we think the iPhone is this once in a lifetime invention but when you go through the Nvidia call you realize that the iPhone may be smaller by comparison to small in the end that was just a single device no matter how revolutionary Nvidia chips they're remaking the world as we know it there's a trillion dollars worth of computing power that needs to be replaced by Nvidia there's trillions of dollars in factories that need to be built with the Nvidia on theur there's trillions that can be saved in legal work forecasting Supply Chain management engineering and most of all coding where you can just speak to the machine and tell it what to do in plain English rather than a programming language trillions to be made in humanoids an Elon mus plan to give everybody a humanlike robot to do the Dirty Work the Drone stuff it's positively Shakespearean I've been thinking maybe it's Jensen's world and all the men and women are merely players well going back to the more prosaic bowling analogy this quarter was so Earth shaking that it caused whole sectors to fly in different directions first the positive Jensen made it clear that we don't have enough power now to handle all the demand from these machines so that causes power producers like Constellation Energy and vistra to fly it bolsters the case for the data center Place meaning ver do and Eden the pixs and shovels of the data center they can sore Jensen dropped that there are some memory shortages perhaps related to high bandwidth chips oh that's Micron symbol mu been waiting for that to work Optical product which is backbone Plumbing oh that's Marvel Tech anthol connector company gets a shout out so it stock jumps these are all classic pin action and then I want you to write this down because it's something that you're going to be hearing over and over again I want you to be ready it's called agentic a g n t i c new word agentic for a whole new form of computing where you have agents in your organization powered by Nvidia with say Salesforce among others getting a big shout out Mark Benny of CEO of sales forth has been talking about his agan force a product capable of creating billions of Agents a gentics what does it mean let me give you an example today I wanted to speak to a doctor about the results of a test I took Monday I called and I got the usual automated recorded idiot who knows nothing about me with four different choices which I needed to have repeated cuz I went so fast then I pressed two in order speak to someone who might be remotely related to the person I wanted to speak but they weren't so then I got back in the queue and all I pressed three there I got to a human but it was the wrong woman who transferred me to the right person who wrote my number down but didn't get my name and I never got a call back anyway in the agentic world I call an agent answers it knows my name and because it recognizes my number it calls up my record and asks me if I wanted to speak to the doctor I saw earlier in the week I would say yes and then it would ask me for a detailed message which would be given to the doctor if you could answer the question by itself though because it has all the information you need to handle frequently asked questions that's agentx conversational non-existent agent all powered by Nvidia you get a human I say I don't want the human I want the agent so Salesforce goes flying along with Accenture and service now some companies uh some goes for companies that aided the process Cadence net app new tanic oh but let me get a little downside because it's kind of amusing on a huge update Microsoft stocks down $1.79 met is down $243 Amazon Falls $44.50 in Tesla loses $2.39 why because these are nvidia's biggest customers for almost a year we've been hearing the Canard that the spending Nvidia chips couldn't last that the they couldn't continue demand can't continue to overwhel supply but those are a pack of Lies the demand is accelerating because the payoff is so great according and Jensen for every dollar their customers put in they're making five smackers that means they have no choice but to buy invidious chips because they need to be relevant in Jensen's world or else so forget about the idea that Nvidia talk is all about to hit a wall me I think the strikes we saw rolled last night are just the early frames we may be witnessing nothing short of a turkey a hamone a brat or even a six Badger that's right a three four five or even six strikes lot of frames a lot of game here's the bottom line I never thought I'd say this but I too am out of superlatives what's happening in video is so positive that it defies description our minds can't comprehend it fortunately we don't have to Jensen has the technology and the smarts to do it for us I'm going to Robert New York Robert guys how's everything going Robert it's a special day how about you good everything's good I went I flew from New York to Palm Beach I gotta tell you Jim the airlines are just a night a nightmare I really got champ you got the edge on me how can I help you it's unbelievable Jim let's talk about a stock that has strong sales and big profitability growth with Comm sale growth of 8.1% over the past 5 years in the first half of 2024 their revenue group 16% year over toe $5.7 billion most anist have a 12-month Target of $64 a share they have a new CEO Scott Boatright who's been with the company for a long time and uh I think he's going to keep steering the boat right that's my opinion uh the name of this company Jim now Jim you went on the air and you called the bottom on this stock once again you did it again okay and you've done it 100 times for you've done it so many times for me you remember you did it with a firm you made me 103% the last 6 months you did chewy you made me 119% in the last six last you're crushing me here go ni me you I'm all embarrassed what's the stock I'm moried true chipot baby which one chiple oh Chipotle oh what the hell that s's Going H I got a new CEO his name is guy like that all that thing with the boat right thing was that great he's got the boat right I think Chipotle's actually about it's it's going to go back to its high I think of 69 bucks and I appreciate all those kind comments that fell quit your day job right listen to me what's happening in Nvidia is so positive that it does indeed describe defied description I don't have any more words no more sub fortunately we don't have to be the experts cuz we got jenon m Da Vinci on man M tonight short seller Muddy Waters came out with a report on Kramer fap elf Beauty but just how seriously should we investors taking these claims I'm getting the other side of the story with the Cosmetic Company CEO then canmer IBM spin-off Kindel keep climbing after a strong quarter and bullish investor day headlines I got the top br and later well later I'm selling to a very special exclusive I'm coming to you from the high seas we are on Disney treasure the latest in a beautiful line of ships
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