저자: JimCramer · 외국인
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영상은 엔비디아 2025년 전망을 되짚는 내용으로, 자막이 자동인식이라 오타가 많다. 주가 조정(약 130→100대)이 과도한 매도로 보고 엔비디아 비중확대를 권하며, 실적발표(월말) 전 긍정적 전망을 제시. 데이트레이더 Steve Grasso는 평균단가 102로 저점 매수 후 120선 복귀를 예상. 어플라이드 등 AI 칩 수요 지속과 엔비디아 시장점유율(약 85%) 우위를 강조. 퀄컴은 애플 자체칩 통합 루머로 하락, 브로드컴은 데이터센터 우려 완화 시 하락 부당하다는 취지. 영상 중간 광고성 문구는 발언 아님.
다듬은 글
you will be shocked by the 2024 Nvidia stock predictions if you watch the entire video there are companies that are essentially a Steel Vault and anything you learn about Nvidia in the last few weeks has been made up for example the company's market value starts the day at around $2.50 trillion a lot less than it was before but now that we know that this percent game was completely fraudulent it's like no no it didn't have a trillion dollars almost lopped off she's the market cap took a hit it did the multiple multiple got up there right but remember this is always in a Mt you have to think about this as as a previous M like you realized that the company was selling in 17 times your year and there's been this argument it gets back to of the larger one that at some point they're going to hit a wall or at some point the spending will hit a wall not in 2025 certainly not this year what's left of it but perhaps in 26 or 27 where the hyperscalers they're done yeah but you know no what that mean you do a discounted cash valuation of this company and are you willing to pay the multiple and that that certainly seems to have circulated some of that you're right affected the stock I want to ban the term hyperscale at this point cuz no one ever understood it's like Yen character what the hell is you know what you're right it's like what is who made that one up the hyperscaler I did you did know but here here's what I see what should we call them a well I like Tech Titans which is what they call is a network how about just GI Planet eting companies the reason meta had a great quarter was because he figured out how to use meta AI I don't know if you're using meta AI but I've switched completely to it I no longer use chat jaminy club or anything else on bom I I love it it's the S my God it's so great it's so much better than the other companies I like that it's kind of like Stephen King like Planet eaters Planet eaters that one all right the P's already taken it's coherent but there's no appeal no like wait what platform do you use it on in other words what are you going to use I type in meta ey it's pretty interesting it's like typing in Google yeah and yeah and it comes up it's really easy they have three ads that you have to deal with which you just ignore and then you're like compare the roow IRA versus a traditional IRA please it's so concise and excellent then I can pull a million by the way that's why I always say I could be your AI if you want what was the question C asked I don't know come like where is David Faber's daughter going to college oh she chose certain she looked at four schools and he said this no meaning what am I supposed to do how do I demonstrate prowess now that I have control of the board I'm just going to return to your favorite Nvidia because the stock is up 2 and 12% which is what they do with these daily options I believe the company had a good quarter but we have no idea no idea okay when I say alphabet no idea I mean that they lose this case which I've worked on a lot with apple have you ever noticed how the kids complete their daily options lineup and DraftKings is there anything different every day yes DraftKings is more rigorous but that's a crucial aspect of the stock market gamification no younger people are involved when I speak though because this past weekend I was at a fantastic wedding for my friend Robbie BR Rob Brad's son and I constantly ask people what's going on and the younger people are doing zero options on viia and on whatever is just the hot stock of the day instead of asking if anyone had invested nobody did but it doesn't matter because Monica and Michael had a fantastic wedding but there was no real substance to anyone's trading yeah it might as well have been daily fantasy and we've been going that way for a long time I mean the average investor in mutual funds continues to decline I think but we should point out that Qualcomm is down six because of rumors that apple is integrating more correctly and may not need Qualcomm apps been trying to integrate for ages hasn't really worked broadcom should not be down unless you think that there is other because again data center if you think data center is bad because he has unmade several including buying more of one of today's leaders and that is NVIDIA probably the reason in and of itself while Tech is one of the only two sectors in the green today why you add to this if you remember we did trim Nvidia back at 130 and I jumped the gun last time I was there on set with you and up we had that that post fed rally and and started buying back some video 115 area so when we saw that move last week I really do think that there was some capitulation I we saw the unwinding Tech we've everybody's covered it over and over again but I think that Spike and volatility really lays the great groundwork to Nvidia top off positions in portfolios when we were trading around 100 bucks to finish out the week Bren you got Nvidia obviously I think our viewers know that by now very wellum but what about buying more here and what's been a reasonably unsettled stock yeah well I mean as I said I think last week I closed out all of my covered call positions in Nvidia I agreed with Bill I think it got washed out on I have in a really nice position in here Nvidia so I don't need to add here I really like the price action of Nvidia going into earnings at the end of the month because there is a lot of concern there's been some technical damage and I feel pretty confident that Jensen's going to come out and deliver it because Mark Zuckerberg saidia s across the board have all told us are by Elon Musk all of their chips and so I think it's going to be a great number I think that's a really good ad at these levels because I think at the end of the month we start seasonally long positive on quarter for the market I like Nvidia here at 109 welcome back to the exchange for earnings Nvidia Shares are up almost 5% today and over 9% despite last week's stoff although some investors were wary of the big AI name due to the volatility our next guest saw the dip as a buying opportunity and increased his stake significantly let's bring in Fast Money Trader and Grasso Global CEO Steve Grasso it's good to see you Kelly yes this could have happened I'd always enjoy looking back and seeing that you're correct since I old Nvidia I'd appear excellent on a micro level even though this was a binary occurrence that might have gone extremely wrong for me if the macro Market had dropped off my average was in the 120s I should say and I increased that position a lot now my average is about 102 so that's how much I was buying on that dip again the market could have gained more strength during that dip it could have sold off more sharply but it didn't so once I started to see the market solidify for NVIDIA I really leaned into that role what is the exit strategy well I usually trade around a core position when people follow me on Twitter or watch me on fast money this means that I have my core positions and then I trade tails around them in this case the tail actually became the core so I believe that the stock will likely trade back up to the 120 range and in the short term obviously 115 was just a blink of an eye from where it was today the market needs to do well in my opinion Market doesn't perform well this is definitely a momentum stock but I think you're going to see a20 print sooner rather than later in the name yeah cuz I wonder you know not that the bloom is coming off the rose but that there's a sense when you see apple Intelligence coming out about without being trained on VI to chip I'm going to use some of these other roll outs that don't necessarily require those big expensive workhorses are they kind of telling people that there's a way to participate in the AI Rush without it necessarily being that Nvidia share price doubles and it becomes a $6 trillion doll doll company or whatever you know have we kind of dialed that back a little bit I wonder yeah I think I think that's a valid it's a valid premise but when you think about it they still own 85% of the market share in AI so maybe that to the extent of the chip that's going to be used could change just depending on what sector of the economy that you're in but ultimately if you want premium you're going to go with Nvidia everyone that we heard from enlarge cap Tech spending more money on semiconductors we've got you covered if you're sick of paying exorbitant subscription fees for exclusive material visit our website to access more than 5,000 top mob collections with us you may access Limitless entertainment without having to worry about recurring payments or paying for premium content Why Pay More select us now to avoid worrying about future subscriptions
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