저자: StacyRasgon및진행자미상 · 외국인
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엔비디아 실적 발표(11/21 예정) 전 AI 수요 지속성이 핵심 관전 포인트. Bernstein 애널리스트는 빅테크 캡엑스가 여전히 강하고 수요가 성장·가속 중이라 우려는 과도하다고 봄. 2024년 캡엑스 2,310억 달러 전망 등 근거 제시. TSMC 애리조나 수율 상향 뉴스를 근거로 미국 내 반도체 생산 정책 리스크(트럼프 발언)에 우려. 나머지 대부분은 엔비디아 시가총액 비교 등 과거 사실 나열과 과장된 홍보성 서술.
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notice notice Nidia was up A180 and now it's now it's like barely up what is that now it's down taian Taiwan sem's down very big well is I make as much of that as I make about the fact that alphabet was up big Nvidia is problematic here because the it doesn't report this week so it can't speak for itself it's the 21st I believe yeah although we last week Jim uh that that JP Morgan desk note looking at SK hyx and Taiwan semi and arguing it does set up Nvidia for a nice print I think invid Nidia is going to have a big number I also thought that there was much more to Jensen Wong's uh fireside chat in India and when you look what he was talking about it's pretty positive but right now it doesn't have the Catalyst that the others have uh but there are uh I have HP on this week uh you Packard Enterprises today I have to tell you oh you got Antonio tonight yeah he is he's very good and I underestimated how great he initially but his story is about how he works so well with Nvidia and Nvidia needs help to get in so but anyway I mean right now Nvidia doesn't have the catalyst so no other than Jensen is everywhere all the time all at once I mean he's amazing he's is there any podcast he hasn't been on yet was he on Joe Rogan I don't know has he not been on Joe Rogan maybe I don't know um he does make himself available which is nice Jason Kelsey they have a podcast right top rated he hasn't been on with them either I drink Campbell Soup cuz Jason Kel you do you're easily influenced of course yeah I'm just I'm you know whatever I see last I buy that's true whatever F in your head was last is what You' tell us touche Queens Philadelphia there it is right there right Mets speed Phillies Nvidia emerges as a for Force seamlessly interconnecting the worlds of gaming artificial intelligence and Global markets over the years Nvidia has not only led the charge in GPU Innovation particularly enhancing the gaming experience but has also positioned itself as a pivotal player in the stock market recently nvidia's meteoric rise in Market valuation has captivated both Wall Street and Main Street leaving an indelible mark on the economic fabric worldwide imagine if you will a company whose market cap not only eclipses that of entire such as Germany and Italy combined but also reshapes the Contours of future economic possibilities Yes you heard correctly nvidia's valuation has soared to an astonishing $3.5 trillion this Landmark achievement sets a new Benchmark and invites Intrigue from investors and Tech enthusiasts alike indeed the conversation around nvidia's Innovative prowess characterized by its strategic AI Pursuits marks the dawn of a new era of investment opportunities as we delve into the this captivating Saga one must Ponder the implications for investors and the broader market dynamics unfolding in its wake let's explore Enid's Monumental journey and the profound impact it is etching into the annals of history as the world of technology races forward at Breakneck speed Nvidia stands as a beacon of innovation a Titan whose technological advances not only chart the course of modern Computing but Inspire imagination about future possibilities yet imagined welcome back everyone to invest ocy we also continue to monitor the market cap battle between Nvidia and apple let's unpack the chip sector further with Bernstein semiconductor analyst Stacy rascon Stacy it's great to see you uh Nvidia doesn't report until late kind of lsh November but of course we so so many signals this week right um with capex from some of the Meg 7 what do they need to show us to keep the Nvidia party going look they just need to show us that demand is there and strong and ideally growing right I mean the the big concern with I mean there's a number of concerns when anything runs this much but I mean the biggest concern has just been sustainability like the numbers have gotten so big so quickly you you just worry that it can't keep going and like as of right now from everything we can see it looks like it's still going like I I I get the nervousness it clearly is not time to worry this year I don't even think it's time to worry next year we we'll we'll see as we go farther out but I think at this point point they just need to show that demand is is strong and growing and accelerating and at least from where we're standing right now everything we can see things look pretty good I think observers humorously liken nvidia's unprecedented market performance to owning an entire theme park leaving other Market players as mere spectators at a grand festival of exorbitant returns and spectacular achievements who would have imagined a single Corporation rivaling and even surpassing the cumulative market cap of heavyweight European economies like Germany and Italy yet here we are witnessing a phen phon that continues to capture and Captivate the imagination nvidia's valuation surge at $3.5 trillion stands as a testament to a dynamic and transformative shift echoing resoundingly through the hallowed Halls of investment circles worldwide analysts and Market Watchers continue to be astounded by nvidia's exceptional ability to harness the Synergy between advancing Technologies and market demand capitalizing on every opportunity to expand and innovate Torsten slock Chief Economist at Apollo encapsulates the Ence of this unrivaled success highlighting that Nvidia has outshone five of the G7 countries in market value a testament to the company's strategic Acumen and unwavering commitment to pioneering Innovation this isn't merely a numbers game it's a narrative of strategic Brilliance that has attracted Global attention notably foreign investors inspired by nvidia's dazzling Ascent now hold approximately 18% of the US Stock Market illustrating the broader Global appetite for a stake in nvidia's promising future industry experts suggest that nvidia's methodologies could become case studies in Business Schools worldwide as reflections of strategic expansions mergers and Innovation Le growth with a touch of humor consider the observation what do Germany and Italy share in common both have been outdone by nvidia's breathtaking stock market magic trick though only one of them is renowned for its delectable pasta It's a Whimsical analogy encapsulating nvidia's remarkable stock market Triumph moreover nvidia's Ascent underscores an evolving narrative where traditional perceptions of Market limits and capitalism's potential are being Rewritten through nvidia's lens the world witnesses an unprecedented pace of technological Evolution and Market interconnectednes right as Stacy I want to ask you about the story that SEMA was just talking about and that is the idea that um Trump especially but perhaps both candidates would crack down on manufacturing of chips inside of the US but what we've seen from tsmc versus what we haven't seen from Intel sort of talk about that and what it would mean if tsmc wasn't able to ramp up here in the United States I it's look I I'll be honest so I heard Trump's comments as well and he was what did what did he say on on Rogan he said he didn't like the chips act he wanted to replace it with Terra I it makes look it's it's Trump so he's going to he's going to Trump is going to Trump but it doesn't make any sense right the idea that like Taiwan has stolen quote unquote our our chipm abil is is ridiculous like that that is not true and like not allowing foreign companies to make chips on us so that is actually what we want I mean look the the whole like the idea that we are dependent on Taiwan and that is becoming increasingly an untenable situation is is very true and you know we want to get Leading Edge infrastructure built here in the US and to be honest from a policy standpoint it really shouldn't be mattering all that much who who is building it I understand why Intel has sort of named the national champion but if the goal is really to get as much Leading Edge capacity built here as quickly as possible we should be giving the money to the folks who who can build it and as of right now that that entity is is tsmc and you're right you know there were there was some news flow of of last week that suggested that their yield ramp in Arizona is actually exceeding targets and maybe even exceeding what they do in Taiwan there are no other players neither in nor Samsung that can make claims out anywhere near that so if the goal is to build the capacity and get it here and installed and running in the US to to you know to deris the supply chain that that's happening right now and so stopping that would be a problem sure statistical analysis provides a clearer perspective on nvidia's growth trajectory when comparing market caps Japan stands at 6.4 TR trillion while Nvidia confidently asserts itself over Canada at $3.3 trillion the UK at 3.2 trillion France at $3.1 trillion Germany at $2.5 trillion and Italy's more modest $800 billion Beyond numeric comparisons powerful Trends in Ai and advancements in semiconductor technology Propel Nvidia into Uncharted territories Realms once deemed unattainable this sentiment resonates with financial analyst Beth kindig's ambitious projection of Nvidia potentially reaching a $10 trillion valuation by 2025 in addition nvidia's advancements lay the groundwork for Next Generation applications from intelligent robotics that transform manufacturing to Advanced AI models that redefine Healthcare and Beyond as admiration for nvidia's achievements reverberates across Industries it's crucial to recognize the Ripple effects on exchange traded funds intricately linked to nvidia's Performance with an outstanding 236 return over the past year Nvidia not only shapes portfolios but also redefines investor paradigms and forecasts its role as a lynchpin in technological advancements is cemented heralding a transformative era filled with boundless possibility and promise nvidia's influence reaches Beyond mere stock valuation it Spurs an entire industry's worth of innovation encouraging startups and established companies alike to aim for New Heights inspired by the promise of unbounded innova right last quarter though we saw the market a little bit skittish not a little very skittish actually around their spending plans capex continues to go up as they build out artificial intelligence infrastructure what do investors want to see this quarter investors want to see less spending on capex but the challenge is they can't stop and so we had about 106.2 billion in capex spending in the first half of the year and we're expecting another 60 billion in Q3 taking out the year to 231 billion in cback spending and that means the big winner is going to be Nvidia the big winner is going to be energy companies on the other end however given that it's so hard to compete on AI and Cloud this is really what gives them the advantage that's why there's only a few winners in this play and so what investors are hoping for is slower it capex spending and of course more Returns on the AI and more Returns on the cloud side witnessing Nvidia reach such staggering Heights is not just inspiring it is a unique moment of reflection on the power of innovation and foresight for potential investors nvidia's current market trajectory offers a tidal wave of opportunities underscoring its inherent market dominance and strategic Forward Thinking while patience and foresight have rewarded those involved in nvidia's Journey thus far the future forecasts even more extraordinary growth as AI undergoes explosive expansion promising sectors of technological innovation align in harmony suggesting that Nvidia is merely at the beginning of its transformative Ascent furthermore nvidia's story is as much about potential as it is about reality A Narrative of Relentless pursuit of knowledge Innovation and Market opportunity the Legacy Nvidia builds today is a tapestry of possibility inwoven with the threads of ambition and Visionary leadership investing in Nvidia transcends mere stakeholders in in a company it is an intrinsic investment in a sweeping technological Revolution this revolution is poised to transform Industries spanning gaming to global data centers as you consider your investment strategies contemplate the profound question what does nvidia's ascent mean for your portfolio and can you afford to overlook this generational shift the conversation Nvidia inites is not one of idle speculation but rather an invitation for deliberate contemplation together investors and enthusiasts embark on defining the next chapter in a revolutionary Market narrative filled with opportunities yet to be realized may we all find Solace and excitement in knowing that we are witnessing history in the making as Nvidia continues to carve its path through the modern economic landscape ushering in an age of technology-driven Transformations see you there
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