NVIDIA Corporation (NVDA-Q)

He wouldn't be adding when a stock's performed the way this one has. Be happy with what you have, and stay with it if you like it. Wait for a pullback to add more. Probably a bit ahead of itself with AI euphoria. Wonderful company, and AI will be prevalent in years to come.

Most would say. Cathie Wood missed this trade because of the valuation. But last week's earnings told him there's something going on in the chip industry. The last time he saw a huge beat like Nvidia's last week was Blackberry in 2006. This signals a conversion in the chip market towards AI chips. Probably will see a delineation between winners and losers based on who makes AI chips, winners like AMD. Until more players appear, Nvidia is the only game in town and enjoys a premium valuation. Yes, that is high but growth in the coming years will bring this stock onside. You must keep your eyes on this. There's a sea change in semis and these guys are in the forefront. No, this isn't a bubble like cryptos, because AI chips have real applications from companies seeking their chips to upgrade.

CEO Jensen Huang is the most important man in tech. He is the modern da Vinci. NVDA just became a trillion-dollar company. Companies are falling over themselves to get Nvidia's chips for generative AI. He's long pounded the drum on NVDA and continues to.

It has great tailwinds for the long term.. Its chart has been parabolic and it is trading at 65 X 2025 earnings. It is a good company to buy even though technically not at this time.

It's very frustrating, because we're backtracking to the bad days with the huge divergence between tech and everything else. She's scared by crowded trades. If you're comfortable owning Nvidia at 50x PE, then you're also comfortable with Zoom, Tesla, Teladoc, etc. She is not this kind of portfolio manager. She watches valuations and looks long term.

He will own this. It's too much a part of the market to ignore. Wait for a lower PE? No, because the PE will only keep climbing. But he will build his position slowly, a bit at a time. The share price will rise in coming year as earnings grow, so that will make the PE more attractive.

He's overweight semis and just added to it. This has been a watershed week for these stocks. NDVA's blowout report this week marked the start of an arms race in AI. But he has avoided the capital-intense companies trading at high multiples, like Nvidia, even though its PE is cheaper today than right after earnings. That said, we know how NVDA will benefit from the AI boom (its applications) but not sure with other companies.

The AI kingpin which just reported a super quarter, crushing the numbers more than any big-cap company. Own it, don't trade it. He says this about only this and Apple.

Chart's working. He'd add exposure. This is the one you want to own.

It is getting pricey but you could buy at a lower price such as $253. It is a picks and shovels business for the generators of AI. Also it has an 80% market share in the GPU market - graphic processing units.

No matter what happens, tech giants will continue to buy from Nvidia.

Up 80% YTD and the valuation is stretched. The price has far outrun any change in fundamentals. Take profits. The share price rise reflects the outlook 5-10 years ahead.

Up 80% YTD and he trimmed his holding. It broke out to record highs and is now surrendering that. 92% of the past 5 years, hedge funds have held more semis stocks than now. If we move higher after earnings season, he sees a capitulation in a massive short covering.

Top performer in Q1, up 90% and a heavy favourite of his. It esploded, helped by the craze in generative AI--Nvidia creates those chips. The stock was one of the worst performers in 2022. Yes, this rally can lose steam, but he doesn't care about its short-term moves. This is an elite stock like Apple.

Valuations getting high with recent increase in share price.
P/E ratio historically high.
Data centers, gaming and AI business strong, but valuation very high.
Waiting to buy when share price falls.