NVDA
❓ NVIDIA is recognized for its graphics cards and its role in artificial intelligence, but the speaker questions the depth of understanding needed to invest in such a company.
⚠️ The speaker points out the complexity of NVIDIA’s business, including the distinction between chip design and manufacturing, and competition from other tech giants designing their own chips.
🧠 It is emphasized that a deep understanding of the business is necessary before investing, especially in a rapidly evolving sector like AI.
@invertirdesdecasa:
“I hear very often, another company that is too fashionable, increasingly less so, but I don’t know, or it was Tesla a few years ago, I don’t know if it will be or not, but NVIDIA, which makes graphics cards, which is the graphics card company for artificial intelligence, and blah, before it was the blockchain company, and that’s why they bought it, they already forgot about blockchain, about cryptos, now this artificial intelligence thing appeared. Do you know, or rather, someday, put yourselves, some boring afternoon, put yourselves on Google to see everything about the training of artificial intelligence chatbots, all the stages it has, everything, and if NVIDIA chips are really necessary everywhere or not, or what NVIDIA does, for example, NVIDIA designs, it doesn’t manufacture, the engineers at Apple, the engineers at Alphabet, the engineers at AMD, the engineers at Intel, the engineers at, I don’t know, Meta Platforms, at Amazon, they are all designing their own inference chips, it’s called in English, which is a part after the chatbot training, there, there, there, and which is estimated to be the largest part of the artificial intelligence spending. That is, it’s not, ‘I buy this company because I think this is going to grow and because this one seems to be the winner,’ no, to understand a business, you have to understand it in a degree of depth, it seems to me at least, I reiterate, I know I have a way of thinking perhaps not entirely, I don’t know if many will share it, but it’s mine, you have to really understand the business.”
Watch the exact part of the YouTube video where NVIDIA is discussed here:
View the video on YouTube.
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