저자: JimCramer및DanIves · 외국인
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엔비디아 실적 발표 후 AI 수요가 여전히 초기 단계라는 주장. 분기 매출 325억 달러 전후에서 향후 500~1000억 달러로 성장 가능, 1달러 GPU 지출당 기술 섹터 8~10배 승수 효과 강조. Dan Ives는 향후 1년 기술주 강세와 엔비디아 시총 4조 달러 도달 가능성을 제시. 엔비디아 주가는 연초 대비 약 198% 상승 언급. Cramer는 '보유(Own it, don't trade it)'를 권고.
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fund I uh look as me and you have talked about a lot like it's all about putting the data points together and you come out of that call I'd actually say incrementally more bullish not even just on Nvidia but on the overall aif and because of the blackw Del if there was going to be one what I VI headwind or black cloud they put that to rest in terms of yields and and any of the issues there demands have stpp and Supply anywhere from 10 to 15 to one right so when I look at the underlying Enterprise man not just in big Tech but even like when you look at sver and you look at what I think ultimate is going to be the rest of sort of Enterprise this is a story I still view call it bottom of the first top of the second inning I continue to view it it's LeBron in high school in act so you really so you really do still believe it's that early it's we're only only 3% maybe 5% tops of Enterprises globally have even gone down this path right so it comes down to like when you know sometimes I think that it's very easy like Nazi farest to trees like in terms of like okay October quarter 32 and a half billion Whispers 33 billion but now the focus more this is a company ultimately going toward 50 75 billion eventually 100 billion per quarter yeah and I think that to me is really the trend not just for NVIDIA but for what do means for the rest of the T something extraordinary has seized the attention of the stock market creating ripples across investor circles and Technology enthusiasts alike yes you guessed it Nvidia Corp is in the spotlight and its trajectory has been nothing short of meteoric the stock hit an all-time high of $143 71 capturing headlines and leaving Financial pundits like Jim Kramer and Tech analysts like Dan IES chattering with excitement what leads a company to break its previous records and March towards new highs as nvidia's CEO Jensen hang discusses t is becoming clearer that this isn't just a tech story it's an unfolding Narrative of market dominance but what does this electrifying Saga of a semiconductor giant tell us about the soaring New Era where AI reshapes Industries welcome back everyone to invest ocracy you're making the the the the key Point here which is everything but AI was weaker at asml but AI was strong and yet Nvidia and AMD amongst others were down sharply it was just kind of wrong I mean things you know people got it wrong now I want to tell you just as they were blowing up and when I say blow up I mean not since I don't know what since they gave away uh Manhattan what for like 27 shekels what was that the get had the TCH $22 I believe Peter ston yeah exactly yeah great man Holland Tunnel that was Holland I know that's actually it's related to my family um but right when ASM left what was the reaction was going putting Nvidia in its place so to speak Jensen Wong was speaking right then and his quote is we would like to achieve superhuman productivity this is at a Lenovo smarter AI Enterprise conference and I thought it ironic that here he's he's busy taking over the world but he's also being taken down by asmf I mean I don't know I don't know no I mean how was uh how's Samsung doing um Stacy Rasin who is the I think the sort of the very good terrible dressure terrible okay uh asml is not necessarily the best read across so the rest of the semi CS base given their focused expertise and lumpy Revenue profile obviously also goes on to say Nvidia uh broadcom AMD all bro broadly sold off in a move that's potentially overdone thank you look he's good I guess he's owned by no one interested look I think Chuck Chuck has done a great job I if we dig in the archives you'll see a picture of Chuck walking with Jensen and you know what that means upside upside is that what that means Jensen is everywhere he is is there anyone he won't speak to well what I asked him I said aren't you too many places is it hard is it this or that he said I'm not an actor what does that mean because he's he's living what he does he gets up at 4:00 a.m.
he works for 4 hours and then he goes in and meets people and find out what to do and he goes find out what's the best stuff to do and this super AI thing he was talking about yesterday was brilliant at the Lenovo speech that he gave was Briant but I mean the day before that the podcast this podcast that one he showed up at the NASDAQ he's there next to Becky suddenly I mean the man is everywhere David you're you're falling are there is there a simulation of him but he doesn't realizes this is the agent Jensen is Jensen have like three Jensen let me get M on the phone because he's very good on the agent who oh oh the Chuck likes the Falcons Falcons do look good forward too yes FAL as the sun rose on a Monday morning nvidia's stock soared alongside it capturing a 4.14% increase to settled at a record-breaking $43.75 Kramer energetically advised Nvidia own it don't trade it but why all this excitement around a semiconductor Company's stock those familiar with the market Might Recall selling Nvidia shares in the low 200s prompted by negative analyses the sky high price tags feel like a twist of fate whether seen as a blessing or a laughing stock of hindsight it's a spectacular fools who trade joke Nvidia isn't merely a booming stock it's a booming world of AI technology the company's recent quiet introduction of the Llama 3.1 nitron 70b instruct has Amplified its Competitive Edge giving it new dominance in this rapidly evolving landscape the numbers back this up year to date Nvidia is up an astonishing 198% perhaps Dan IES cheering the victory with trophy emojis wasn't just for show analysts Herald it as a generational opportunity a term reserve for stocks that defy gravity but there's more than just financial gain there's a leadership philosophy woven tightly into nvidia's core thanks to its CEO Jensen hang his vision is nothing less than Industrial Revolution 2.0 powered by AI hang in a characteristically captivating speech at the Gartner it Symposium in Orlando conjured the magic of AI positing that digital tokens could be as revolutionary as Steam Engines once were he explained how the company's chips have outgrown their initial purpose of beefing up video games to become the backbone of large Lang anguage models and generative AI which Now power Global technological shifts a Visionary hang doesn't dwell on style still it's hard to ignore his iconic black leather jacket as much as it is difficult to overlook nvidia's role in creating a new world of possibilitiend I think when now it's going to start to happen Josh at that point the next month and we'll we'll be an asan next week anyone that's doing Asia supply chain checks it's actually increasing in terms of demand over supply all of a sudden what starts to happen is next drum roll starts hold on a second 32 and a half probably sandbag number all of a sudden stock starts to you know what I believe continue to creep back up and I believe we're looking 4 trillion martop for NVIDIA next six months I I just don't see what's stopping it given all the demand we're seeing from hyperscalers from Enterprise the use cases now are exploding that's why palente teer people dismiss them as look at them look at look at service now look what we're seeing with Oracle that to me is the next phase the use cases and Jensen hit on that a bit I want to talk about demand this is you you said there will come a there will be a time that competition from AMD and others ramp up but essentially a$1 trillion of AI capex over the next few years is coming its way and last night's conference call further confirmed this demand Outlook the stage is set for tech stocks to move higher into year end and 2025 in our opinion as the fed and Powell kick off its rate cutting cycle macrosoft Landing Remains The Path and Tech spending on AI remains a generational spending cycle just starting to hit the shores of the tech sector we continue to estimate for every $1 spent on an Nvidia GPU chip there is an8 to $10 multiplier across the tech sector which speaks to our firmly bullish view of tech stocks over the next year so you are very constructive on Tech going into year end and heading into 2025 and that multiplier effect because of the GPU spend means a lot of opportunity for a lot of stocks not just Nvidia that's exact like see that's exactly what we really want and what we talked to ambassadors about is the multiplier because everyone oh it's Nvidia it's Microsoft no this this now kicks off a cycle we basically have never seen before and anytime someone puts like the Cisco comparison to big show the chart it looks the I covered Tech back then the div Cisco 90% of their customers were essentially leverage startups athers and all the CX who who's the customers of Nvidia it's companies with 1.2 trillion on the balance sheet government and and government so so my whole point is that I get the comparison looks great in a chart Apple you cannot compare what we see here the Cent fourth industrial re Evolution that's being built out and I think now it's the next phase it's the software acquires it's infrastructure it's other parts of semis it's names like AMD it's names like in cyber security how you going to protect the workloads so that to me is really where I see everything that's what why I'm so excited about second third fourth derivative under hang's guidance nvidia's transformation from a mere Graphics Company to a Titan of AI driven Solutions is nothing short of commendable last quarter the company's Revenue skyrocketed to $30 billion a 15% jump from the previous quarter indeed $30 billion could buy billions of tokens of AI metaphorically speaking at the Gartner Symposium hang didn't just paint pictures of what AI can achieve in theory he showed us what it was doing now right from their systems to their collaborations with other Tech behemoths like sap and service now other companies are integrating agentic AI capable of making decisions autonomously pushing the envelope of innovation further out into the unknown future this discussion isn't complete without touching on nvidia's bullish future predictions despite its recent success experts suggest ample room for growth hinting that nvidia's stock could potentially double over the next few years with demand for GPU chips at an all-time high and invidious plans to double down on AI both internally and through Partnerships the company stands at the Forefront of an impending technological Renaissance yet hang remains op optimistic about Workforce integration alongside AI he passionately foresees the creation of 100 million AI assistants as digital workers augmenting you guessed it human productivity not replacing it for NVIDIA and indeed hang this vision isn't just Pie in the Sky it's on the precipice of becoming real actually the biggest thing that's not being priced in the tech cap X from the Stars priced in what's not being priced in is the incremental spend that I think you're going to see from T the incremental spend we seem from edifies and governments I mean you if I look on typical edifies you think government eight 10% sometimes 12% overall spend that's not numbers yeah so so as this all plays out and any any company any government it all starts with the red phone it's gent there's only one where are you getting the chip it's a new gold it's a new gold new oil the stock market has a way of revealing its Darlings its narratives and its potential game changers and Nvidia fits all three categories as we've seen nvidia's meteoric rise isn't just a flash in the pan but a carefully orchestrated strategy led by Visionary ideals and robust technological advancements with a record of 198% increase year-to-date and foreseeability of doubling its value what more Assurance does an investor need prospects are not just bright they are dazzling Nvidia is setting foot firmly into a future where AI doesn't merely assist but transforms how businesses operate offering a glimpse into an era where robotic articulation and productiv enhancing AI assistance might become commonplace such potential Echoes across envidia projections painting and exciting albe a challenging landscape for everyone who dares to dream big understanding that makes it clear why Jim Kramer's advice to own it don't trade it resonates with such gravitas but what do you think is it time to put your money where your excitement is as the world shifts gears into a high-tech reality Nvidia appears not just as a potential wise investment but also a portal into the future of technology-driven Industr
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