Why Dan Ives Says It’s Still the First Inning for Nvidia

Dan Ives please don’t pretend that you know everything about all the mega caps…everything is a super cycle in your eyes, including APPLE, TSLA and now NVDA. I still remember he came on TV saying Apple is having a super cycle in 2024…now it becomes 2025? That’s a lot of bullshxt

Where is all this money gonna come from unless you tap under utilized populations😮

Only thing I never really got is why Dan Ives dresses like a frat bro. What he says does make sense, but Jesus Christ. Is he 60 yet? please dress accordingly!

Love JB. The man has made me $$$. Would be interested in an interview of an analyst who covers the infrastructure build of AI Data Centers; Building materials, electrical, cooling, logistics, etc.

why is there obnoxious music in the background

Josh Brown, the boiler room broker. Total clown. Dan Ives is almost as bad.

Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.

Interesting interview, thanks for the information on NVDA. Do you think there are strategies to 3x gains ?

When a company goes from 250b to 2.5t market cap in 1.5 years doesnt it make the stock potential feel limited?

😂Dan bringing up major senior citizens 70’s-80’s living in Delray Beach as an analogy. I’m on the border of Delray and Boca and I am not a major senior citizen.

NVIDIA is selling at the cost of dirt outside at the moment; unbelievable and doesn't make any sense!

They kind of look alike, could be brothers

I'll buy Nvidia when it gets back to 50 bucks...maybe.

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

Does he have a defect of speech or something. Also why dress like a teenager?

You are both missing crucial insight that makes you quite wrong. The H100 card which they sell for around 35k$ is a 200$ chip and 200$ of ram. And there is no significant moat in doing neural chips, AMD can match it, as can others. Let me know when you see the issue with their current margin. Expect nvda to go below 20$ after the bubble bursts, starting as early as early 2025

Dan Ives looks like he is always on vacation.

👍

Woooo

Vanilla Ice of wall st

Glasses?? so impolite, i think, for the people taking time listening to him . Weird. Some people just need attention

Nvda deserves its multiple, but the hype factor by many including TV land can be over done at times.

So if datacenter companies are spending all this capex, presumably to make a return on it by selling it in a service to the gov and enterprises you speak off, why would they then go on and spark another large capex wave? Your just making unsubstantiated claims that are as outlandish as your outfit

The Blackwell mask fix is to improve manufacturing yields during wafer production. Not uncommon in sending a design to the foundry, where semi professionals critique in detail the mask layout to meet foundry yield manufacturability goals.

I am a NVDA bull and intend to hold the stock for at least another 5 years, but Ives' track record in picking stocks has been spotty. He's NOT the guy to be following generally speaking, but he's correct about NVDA, in my opinion.

I like this guy and he is probably right about nvidia but right after this nvidia went down 10%, I guess this is long term investing

I can't wait to see what comes out of Blackwell! Hope it takes ai to another level of usefulness

I love this but he is making the justice department case

The media is attacking Nvidia, that says a lot!

The top is in guys.. Dan Ives with those shades and cap talking about 10x returns on every dollar spent in the tech sector with AI 🫣🙈

I agree that many people are considering NVIDIA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

Some experts say Plantir is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but concern is how to hedge against crash.

ok but whos gonna buy it.... there is not unlimited money.... unless u got some!!!! the market is playing with fire... we the consumer do not have all of the money for all that... with the economic factors right now outweigh the price of the stock market....we do not have money to buy these expensive priced stocks we will be looking for value because the economy for the last 4 years has been horrible... you go to the gas station and pay for gas with our salaries!

Thanks Josh and Dan. I follow you both on CNBC also. L-T NVDA holder.

Hardware buyers need to start monetizing their capex investments in the next few qtrs or the gravy train in chips stops

This was a very informative video about NVDA......thank you very much! Jensen came from a very humble background.....he did not grow up with a silver spoon in his mouth. That is probably the main reason why he is so smart and so extremely successful! I am a holder of NVDA stock for the long run. This recent downturn in the price of NVDA is just a blip in the chart in the long run. I think they should not have split the stock because it is easier for the market to manipulate it with all the crazy types of puts and calls etc......gamblers are taking charge of the stock because of it's low price.

I can never trust analysts like Dan Ives they all crooks

I don’t need to watch. Dan is a bull on nvda. Did I get it about right?

The big money is attempting to get us out. Not me. Buying more. ($22 ps cost base is about to rise)

What an asshole

The foresight of buying Mellanox is still under appreciated. Infiniband is what allows high speed inter-server communication and nvidia’s rdma over IB is a huge part of the secret sauce. 800 gigabit infiniband is on the horizon and will represent another huge leap in performance. Competitors are trying to build on Ethernet (RoCE) but it’s a generation behind.

Great show. They make me feel like not such a complete idiot for putting most of my investment $ in NVDA.

Can you have him explain what he was thinking one year from now.

So, uh, yeah about that...

When Thug Life meets Doug Life

Just because you have joker glasses doesn't make you a joker.

Down goes Frazier, down goes Frazier, down goes Frazier!

it will be below 100 soon.

The 80's are back.

Is that a dolphins hat Dan ives has on