NVDA
❓ The speaker questions the superficial understanding many investors have of Nvidia, moving from blockchain to AI without deep analysis.
🔍 He emphasizes the need to understand the intricacies of Nvidia’s role in AI, including the different stages of AI development and chip design.
⚠️ He warns against investing based on trends without a profound understanding of the business and its competitive landscape.
@invertirdesdecasa:
“I hear very often, another company that is too fashionable, less and less, 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 of 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 on a 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 found, the engineers of Apple, the engineers of Alphabet, the engineers of AMD, the engineers of Intel, the engineers of, I don’t know, Meta Platforms, of Amazon, are all designing their own inference chips, it’s called in English, which is a part after the chatbot training, there is, and that 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.”
@invertirdesdecasa. Watch the exact part of the YouTube video where the stock is discussed:
View the video on YouTube.
Read more articles analyzing Nvidia (NVDA) at the provided link. NVDA stock.
