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Gene Munster: Nvidia Stock Could Fall 10-15%, Buy THIS AI Stock
Gene Munster: Nvidia Stock Could Fall 10-15%, Buy THIS AI Stock Instead
#Gene #Munster #Nvidia #Stock #Fall #Buy #Stock
“RiskReversal Media”
On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia, why we could see a 10-15% pullback in the stock, a potential Apple/Alphabet AI deal, whether Apple could/would buy Perplexity.io, Google’s Gemini AI, and how a…
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Good discussion Dan and Gene. Sure hoping the bull market continues.
NVIDIA is not Cisco Dan. It is not comparable. The only comparison is they are both tech. You want to end NVDA’s game in the 1st inning of a baseball game. You have to have balls to own NVDA. I am long. Way too early to sell. Sure it can drop and have pull backs, but you have to think LT.
You work for a 40yrs to have $1m in your retirement, meanwhile some people are putting just $10k in a bitcion coin for just fe months and now they are multimillionaires thanks to Patricia Annie Brooks
I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.
Nvidia makes the best GPU chips so far. Lam Research makes the best memory chips. Also Taiwan Semiconductor Manufacturing and ASML Holding are two more companies to keep your eyes on.
Dan is a tool bag of epic proportions 😊
Shuddup
Forget about psychology. Even if some purchasers wait for Blackwell to buy, the long waiting list still exists and grows longer as governments, militaries and institutions join the line. At this point hyperscalers making their own GPU's are like automakers making their own tires: it's better to buy from a specialist. By the time H100 is replicated by hyperscalers -the Blackwell will be out in full production at 2x the performance. It's a losing battle. A 10-15% dip would be the greatest gift but I doubt it would happen.
Looks like Nvidia is up some more! Buy and hold!
I really don't understand how this guy Dan can be bearish on every single name. Always finding a reason to hate on every name. Guess someone has missed the rally since last October.
Title says "Buy THIS AI Stock Instead" – so which one is it according to them?
That means there is no money for intel when all the billions go to amd and nvidia. 120b revenue to amd and nvidia gpu isnt a small change. Something has to give. That means less spending on intel.
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
Not sure Apple is timely as the govt is going to sue them for anti-trust as soon as tomorrow.
Gene Munster is absolutely clueless, all he does is pump and pump meanwhile he doesn’t even own the stock!
Deepwater missed the opportunity of a lifetime so they have no choice but to play it down and protect their ego.
If there are better tech companies than Nvidia why didn't they lead the AI movement, Face it, Nvidia has the smartest staff in the world. I hope the stock goes up and they totally miss out.
No, deepwater is all in on Tesla. How’s that going for them?😅😅
Gene Munster is a shill too trying to sell you on NVDA fear. Keep buying boys
Buy which stock instead? Did I miss something
Buy what you want and ignore people who try to tell you what to do.
Skipped Dan’s.. finished video in 15 mins 😅
Let Gene talk….
I really cant wait for the Russell to finish up 50% this year. Maybe at that pont these idiots will get a real job 🎉😂🎉
the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k
Dan – you would not be such a terrible interviewer if you would just STFU and let the guest talk
From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady…managed to grow a nest egg of around 100k to a decent 732k in the space of a few months… I'm especially grateful to Lukas Douglas whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Muster just wants people to sell so he can buy more cheaper ..
2/3 of revenue from 5 customers ???
3T is not double, not even 50% from here.
Dan needs to talk less and let his guests speak. Also, would have been nice to know Gene’s AI picks and why. No, Dan has to start ranting on his daily topics.
I remember when FB fell a bunch & was $149. I don't get this over four hundred dollar price!!! Are people THAT into the Meta-universe??? Doesn't it hurt your eyes? Could you ask Zuckerberg to come in, & explain the valuation? Or someone??
Danny boy yeah and I said Boy. Talks shit about companies so they will go down then he turns around and buys them.
new show name – "how not to invest" next they will tell you to get into Kodak
pull back pull back phew !!! DAN will be the first one to scoop up NVDA when it pulls back
haha, gene, cathy and dan all MISSED NVDA….haha, who would listen to these clowns?