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is in a world where technology gallops at a pace faster than a stock market Bull on Wall Street there's a seismic shift capturing everyone's attention artificial intelligence is shaking up the status quo news is a buzz as AI propels us towards what many are hailing as the fourth Industrial Revolution enter Nvidia the trailblazing Titan in graphic processing units or gpus capable of powering our AI Laden future a household name in the stock market Nvidia continues to ride high on the m Magic Carpet of exponential growth partnered with taiwan's semiconductor Manufacturing Company another heavy hitter in the realm of advanced processors the duo seems poised for yet another Milestone moment as Nvidia nudges its market cap closer to a staggering multi-trillion dollar valuation industry insiders and investors alike can't help but speculate are we witnessing the dawn of a new era in n a week where we're poised for a lot of semiconductor news whether it is NVIDIA speaking down in DC or AMD with its event obviously this update with super micro I mean is there still a trade to be had there are there still gains to be had in the sector I think again you're going to have to pick stock so I think with Nvidia it's not going to surprise me to see that hit new all-time record highs before the end of the year because Blackwell in a weird way the fact that it's been delayed is good for them because nobody wants to get out a line in misg getting those chips because they're two to three times more powerful than the current generation of chips out there so we like quite a in what might seem counterintuitive we like Nvidia actually through year end because of that now I've been pretty open about saying I think there's going to be an AI digestion phase coming I think it's going to happen in the first half of 2025 I think you're going to have a big problem when that occurs because you haven't seen revenues for the companies spending all of this money on ai go up they've all gone down what do I mean by that Google Microsoft Amazon three of the four biggest Spenders on AI infrastructure after they reported the June quarter all of their Ford Revenue estimates went down and that's why those stocks had some issues so unless you see all this spending translate into revenues you're going to get a digestion phase and by the way that happened after Co nvidia's revenues went from being up over 80% year-over-year to being down over 20% year-over-year as these same customers digested all of the covid spent so Nvidia is kind of complicated but in the short term I think there's a good shot you see new record highs before the year is over as their names echo through both Silicon Valley and Wall Street Nvidia and tsmc have emerged as pivotal players in the AI Revolution Nvidia with its cuttingedge gpus is primed not just to to surf the wave of AI but to choreograph its every EB and flow its CEO Jensen hang characterizes demand for their forthcoming Blackwell architecture as insane and who can argue with the numbers Morgan Stanley analysts anticipate Nvidia will rattle in10 billion from Blackwell chips during the fiscal 2025 fourth quarter alone now that's enough cheddar to make even the savviest of investors grin like a chesher cat a glimpse at nvidia's historical success reveals its wonderwork magic its Stock boasts A astonishing gains of over 32770 over the past decade a crescendo worthy of the most euphoric Financial Symphonies yet the symphony doesn't just play nvidia's tune deep within the fabric that knits these triumphs together stands tsmc the world's semiconductor Juggernaut producing an estimated 90% of the world's most sophisticated processors and with Nvidia as one of its prime consumers tsmc's annual revenue growth forecasted at 39% this year bodess well for its key client it's the mest touch for NVIDIA a financial golden ticket drawing from both companies alignment tsmc's upcoming quarterly report stands as a beacon a harbinger of nvidia's near-term Fortunes while tsmc provides the clay Nvidia molds it into Legacy defining architecture but investors beware while nvidia's price to sales ratio peaked at 46 be sure your investment choices aren't mirroring your breakfast both shouldn't be toas like imp ies within this Relentless forward momentum AI chips which have Spellbound nvidia's revenue streams now capitalize 87% of its business operations Gartner's forecasts suggest AI chip demand will escalate by 33% in 2024 augmenting nvidia's Revenue to SAR to Celestial Heights this dance with success is threaded through a market strangle hold an estimated 88% share of GPU spending a molding industry where Nvidia holds the conductor's Baton But Here Lies the quintessential question could Nvidia touch the stratospheric 1010 trillion valuation Mark within the next 5 years the narrative backed by esteemed analysts predicts an optimis IC Ascent even if nvidia's Market footing were to soften slightly it's the rising tide of the AI domain that could lift all boats or in this case gpus as social media ignites an Investor's forums Buzz a tweet Compares nvidia's stock to a must-have techsavvy phone expensive mostly reliable and planned obsolescence proof with regular updates it encapsulates nvidia's Essence a continuously upgrading Triumph in the marathon 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 is 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 dean evaluations aswat motor and 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 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 within inia 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 we're 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 despite the numerical gymnastics of valuation multiples and Market sentiments querying whether to engage with Nvidia isn't a conundra but an opportunity embedded within a penetrating future driven by AI Nvidia emerges as a steward of pioneering Innovation as the market eagerly anticipates tsmc's quarterly Revelations nvidia's stock currently trading at an impressive 65 times earnings beckan investors to join this groundbreaking journey by the end of the 2020s nvidia's annual revenue could touch $794 billion stealing its ambition of reaching a $10 trillion valuation as we stand on the precipice of this trans transformation Nvidia remains a triumphant Narrative of capturing momentum within seismic change ever evolving ever flourishing so dear viewers as the stock market sings its harmonious dance of digits and dollars where do your financial intuitions sway share your thoughts and join the exhilarating conversation about nvidia's thrilling trajector
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