NVDA

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throwing my money in Nvidia calls

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These aren't the only ones, but this is a list of the best ones. Alphabet, Microsoft Netflix Nvidia Meta and Uber.

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What we believe though, Doug, is there's somewhere between 10 and 12 trillion dollars of cumulative capex that's going to be spent on AI between now and 2030. And companies like Nvidia and Micron, which were, you know, sold heavily, especially Micron, the memory names, in this last 30 days, these companies are trading at extremely cheap valuations based on their long-term agreements and the long-term profit expectations that they have. So I think this shakeout was probably healthy to delever some of what was going on in the market, but I think it also pro provides a good environment for some of these stocks that have gone down it feels like for a month straight to start going back up.

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We're in at NVDA.

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I feel the same way, one layer up the stack. Nvidia and Broadcom sell fundamentally different kinds of chips, and the AI giants are buying from them both. On top of that, TSMC manufactures all of these chips, so they win no matter which architecture actually comes out on top.

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So, I think both Nvidia and Broadcom are still great stocks to buy right now.

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Surprising no one, the top stock on my list is Nvidia since they're at the very center of the entire AI revolution.

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So, here's what I'll be buying. Let's start with Nvidia since it's the single largest position in the NASDAQ 100 at about 13% of the entire index by weight.

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And if the market panics and Nvidia stock has a huge decline, I'll be ready to take my next shot.

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owning NVIDIA, Google, and Meta Stock means investing in some of the most powerful and widely used AI models already making money today

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my top stocks for data centers are Nvidia, Google, Vertive Holdings, and Iron

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Investing in Nvidia Google Broadcom Taiwan Semiconductor, and Micron means owning a huge chunk of AI's hardware stack from the GPUs and TPUs to the memory and networking chips.

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Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

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and buy it every day regardless what the news said.

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And I bought three shares of Nvidia at $196.70.

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the capital that I am buying stuff with, I am putting towards Microsoft and Nvidia.

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Nvidia, that's one of the companies I've gone heavy on in 2026, and I plan on owning for the next couple years.

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Nvidia sits in my buy full band and I want to be very clear about what that does and does not mean because this is not a stock that's fallen apart in any way and it's only a few percent off of its high. It's in a buy band because my fair value sits well above that price, not because anything broke. It's also cheaper against its own earnings than it's been through more than 80% of the last 10 years. So, in this case, yeah, I'm leaning in.

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if you want the fastest learning, most efficient brain on the market, well, Nvidia still has the goods.

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that is exactly where I want to own the company that the whole AI economy runs on.

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And Nvidia's software platform integrates with 75% of the world's quantum processors... They're stronger now than they were then, and they still get the largest slice of the allocation because they win regardless of which architecture is going to come out on top.

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As enterprises continue adopting AI, I still believe Nvidia remains one of the highest quality businesses in the market today.

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For those three stocks I'd consider buying before the end of 2026, it's Celsius, Netflix, and Nvidia.

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I love Nvidia stock for the second half.

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I give this stock a grade of A+. I believe it is a must own. And I actually refer to it as one of the easiest buys in the market right now.

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Today, I'm transferring that phrase to Nvidia. ... Do not miss this opportunity in Nvidia.

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Another few names which are more obvious in the tech sector is still Nvidia and Broadcom. I continue to think both of these names are being underappreciated

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I rate a strong buy

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to not buy at these levels to me would be a major mistake

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established names such as Alphabet, Amazon, Apple and Nvidia.

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You have to have Nvidia on your list

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earlier this year, I called Nvidia the easiest buy in the market.

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...fall below the 190 strike, which is a level I would love to buy.

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For me, this is more of a hold or buy on weakness play

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I called Nvidia the easiest buy on the market.

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Let's start with Nvidia. That's a name I like a lot... But for me, I would love to load back up on the stock around that 180 185 range.

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People have done that with Nvidia recently in the past 12 months. Stock went down to 160. I was buying.

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I kept pounding the table talking about how it was easily one of the easiest buys in the market right now.

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Analysts tend to agree as they rate the stock a strong buy

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In fact, I've been adding to my position slowly.

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stock number three, which is going to be Nvidia stock ticker NVDA... This is that period of accumulation for us long-term shareholders.

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if you're watching this and you're wondering what semiconductor and what hardware names to invest in, Nvidia, AMD, Broadcom.

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I think it is too. And you know, where I look in the Mag 7, Scott, is particularly at Nvidia. Um, I really think to me that's where the turnaround in the Mag 7 came.

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I'd rather own Nvidia here at a much more attractive valuation.

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that's something that's bullish for the overall tech trade.

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Nvidia at 16 times fiscal 2028 estimates, SKH Highix at a forward PE of just over five, and TSMC at 19* 2027 estimates represent an extraordinary valuation disconnect.

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The first stock I'm buying over SpaceX is Nvidia, ticker symbol NVDA.

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The final company on our list is Nvidia Corporation, ticker symbol NVDA.

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Nvidia deserves its place among the best AI stocks investors can buy while they are still reasonably priced.

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Then we'll wrap things up with an in-depth analysis of three top AI stocks to buy now that could benefit from the continued growth of artificial intelligence. The first stock on our list is Nvidia, ticker symbol NVDA.

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The first stock on our list is Nvidia, ticker symbol NVDA.

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That is exactly why Nvidia earns its place as my first favorite AI stock to buy right now.

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keeping your eye on Meta, Microsoft, and Nvidia out of those three.

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Nvidia

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out of those four big AI players, there's only one that our system rates as a strong buy. Drumroll, it's Nvidia, ticker symbol NVDA.

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it's got a B grade, a buy recommendation

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Nvidia, ticker symbol NVDA, on the other hand, comes into this video with a Z rating of a B, which is a buy recommendation.

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amounting to a buy recommendation

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The next pick on the list is Nvidia.

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The on Nvidia is a B, amounting to a buy recommendation.

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Among the 25 analysts covering the stock, every recommendation is either a buy or a strong buy.

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Why go all in on Nvidia, right? Go Nvidia and AMD.

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specifically kind of a heartbeat of the AI infrastructure trade, those stocks, Nvidia, Qualcomm, Broadcom, and that's also why now the leverage dynamic has been wiped out or been put in the past. These stocks now bouncing back very, very, very nicely, very, very, very powerfully.

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lock and load on both those two.

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Nvidia, ticker NVDA

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maybe an opportunity to buy in here if you believe that AI spending boom is going to continue.

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That's because the US has neglected the undisputed leader in chips, Nvidia Corporation, ticker NVDA.

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I would actually also be buying Nvidia

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Nvidia, and yes, even Supermicro Computer when it sells off

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And in Nvidia here, ticker NVDA, another very interesting investment

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Nvidia is undervalued enough to come on to the best picks list, you know, trading at, you know, in this case at the end of the quarter almost a 30% discount to fair value.

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The final new analyst pick to buy is Nvidia.

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we're not talking about the real sexy stuff anymore like Nvidia and Micron and SK Hynix. You should own those cuz those are all still obviously relevant to the discussion.

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Nvidia great earnings.

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to buy Nvidia

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Nvidia, so forth and so on.

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If we see Nvidia drop another 15, 20% in the next week or two, that's a buying opportunity.

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below 180. It's an aggressive accumulation zone.

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strong buy territory is 180 to 195.

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If you're looking for a good buy the price would be basically uh 195 205 a small pullback entry zone.

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the first kind we'll talk about is Nvidia where over six million developers built on their software CUDA..." ... "The thing about Nvidia is the stock went all the way down to its 200 day moving average. I could not pass it up.

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Analysts rate Nvidia a Strong Buy, seeing roughly 59% upside from here.

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even though it did very well in wave number one, Nvidia is still going to be a huge beneficiary of wave number two.

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This is a massive buy signal for Nvidia.

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Nvidia, Meta, these are two stocks that we think are real tech leaders. Um and also but have valuations that are below market multiple with good growth profiles.

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the reaction to you as a long-term investor is to ignore the noise around this and just understand it's one of the greatest companies and sits at the center of the artificial intelligence revolution.

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it's a great stock to have in your portfolio trading at a very reasonable multiple and growing its earnings and its revenues and its gross margins at a tremendous pace.

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we own Nvidia but not Intel.

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If it gets below 20, that becomes a screaming buy to me.

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buy this dip

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I continue to be very bullish on the prospects for Broadcom, for Marvel, as well as Nvidia.

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For us, you know, that keeps us bullish on Marvell, Broadcom, Nvidia uh that we own in the Pro portfolio.

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Top of my list would be Nvidia.

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Nvidia

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This could be something like Nvidia as the dominant name.

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For instance, Nvidia is selling at about half this valuation.

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I've been ranking Nvidia as one of the best 10 stocks you can buy in 2026

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I think it's a great buying opportunity for investors and I ranked Nvidia as one of the top stocks you can buy

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I have had Nvidia stock ranked as one of the best stocks you can buy right now. And I will be reiterating that recommendation today. I still think it's one of the best stocks you can buy

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I'm interested in adding more Nvidia stock.

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I've ranked Nvidia as one of the best 12 stocks you can buy

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Nvidia is a buy because today's fundamentals and valuation supports it, not because every customer investment or optimistic 2029 profit forecast must eventually succeed.

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That is why Nvidia remains my preferred AI chip stock.

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my verdict for Nvidia is that it remains the best risk adjusted AI stock in the group I wouldn't chase it on a euphoric rally but around the low 200 gradual accumulation is reasonable for long-term investors who can tolerate volatility.

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My verdict is bullish, not price insensitive. The quarter increased confidence in the duration of demand and justified raising my base rate to $34. The base case coming at $236 tells me not to chase blindly after a sharp move. A purchase near or below that level would offer a much more obvious MOS.

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At $214, I believe Nvidia offers an attractive long-term risk-to-reward. And I'd be comfortable buying gradually rather than waiting for a perfect entry.

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my risk adjusted number one is Nvidia. It combines the best growth margins and capital efficiency in the group while still retaining some upside at 9%

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My preferred approach would be to begin with a partial position and preserve capital to add after earnings if the operating thesis here remains intact.

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my verdict is number one and a buy today.

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Based on growth profitability valuation and competitive position, Nvidia offers the strongest over opportunity is why it comes in at number one.

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I'd probably say stock number one, Nvidia, is a buy today.

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Wall Street, well, they give it a strong buy.

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in July Nvidia shows up for the first time

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Disney, Alphabet, Nvidia, and Amazon all get trimmed

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load Nvidia up even further

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Nvidia gets its biggest single addition yet

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Nvidia gets cut hard in October

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And finally, Nvidia.

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I think Nvidia is probably the place to go.

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But if you tell me if I like Nvidia, I have 14 or 15 times earnings or Apple have 35 times earnings. I think it's a very very clear choice to me. ... it's actually a pretty clear bet for me which one I want to be underweight and which one I want to be overweight today

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Nvidia should be one of the first stocks someone buys when starting a uh to build a portfolio.

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I buy Nvidia both hands every time it dips below 200.

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I think Nvidia is a buy here.

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it makes sense to to rotate some of your money back into Nvidia from some of the high-f flyers out there.

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Nvidia, you have a strong buy on that.

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if we continue this trajectory as Jensen has pointed out the stock is plenty of upside even given its market cap.

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you've been bullish on Nvidia for some time. You still like it.

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I think Nvidia is the cheapest investment in the world.

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I truly do think that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

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has a buy rating on Nvidia

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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look past even Nvidia to some extent although we do like Nvidia

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So that's a name that I definitely see value in.

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I think Nvidia will be way higher at the end of the cycle

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has a buy rating and a $335 price target for Nvidia

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If it gets above 230s, I'll probably add to the position.

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As you know, we said we liked Nvidia. We still do.

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who has a buy rating and a $335 price target for Nvidia.

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if push comes to shove, I don't think you need to go any further than Nvidia.

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we added Nvidia and Micron to our value portfolios as well as Amazon and two years ago Google.

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I seriously think that Nvidia still has plenty of runway ahead of it.

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I truly do think that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

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We expect robust results from Nvidia, which will be key to the tech trade, going higher into year end.

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I think the stock is going to start to compound earnings growth from here because the you know multiples already gone down I think as much as it's going to

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I think that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

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That said, the stock is arguably cheap versus the company's future growth.

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it's a great stock to have in your portfolio trading at a very reasonable multiple and growing its earnings and its revenues and its gross margins at a tremendous pace.

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I don't care if it's Nvidia or Micron. These are buys right here.

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The firm naming Nvidia as its top pick calling it the de facto leader with full stack hardware and software and market share dominance.

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So Nvidia is still our largest position in the portfolio. We think the combination of earnings growth and the valuation that we're seeing on our outyear numbers still makes it attractive for our portfolios.

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maintaining a buy rating on the stock with a price target of 300

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That said, the stock is arguably cheap versus the company's future growth.

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outperform 340 is the target.

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I would be a buyer of this into this call and a buyer on any weakness.

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So, I think there's an opportunity to kind of get in at a reasonable multiple.

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I think investors should. I think the stock is trading at 21 times earnings, growing excessive 50% a year.

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if they pull back to that 195 to 200 level, time to back up the truck of the AI trade.

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Nvidia is a buy now ahead of what we'll hear a week from today.

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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We remain allin. The cycle is elongated, supporting far greater duration than the market currently thinks.

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I really like Nvidia here and and on a going basis.

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I think you can put new money to work in Nvidia right now.

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I recently bought Nvidia for the first time.

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I'm rotating back into Nvidia.

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I recently bought it because it it has I refuse to sell it

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I am very confident that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

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I seriously think that Nvidia still has plenty of runway ahead of it, and I think this company will be worth substantially more in future years than it is today.

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I like Nvidia. I really again these hardware makers sort of we'll call it the best and breed hardware makers is a place I think you kind of want to be

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I think the stock is in the midst of a breakout.

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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I am very confident that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

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I just bought it for the first time ever.

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He's the one who bought more Nvidia.

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if you don't own Nvidia after that, then you're like missing the boat.

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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we're putting in Nvidia. We're not hesitating

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All of them should be bought.

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you can buy it right here

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we think that earnings estimates for future quarters and years are going to go up, you know, probably double digits on the back of that earnings report. You put all that together combined with a stock that's reasonably priced is one of our favorite ideas.

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Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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I truly do think that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

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I seriously think that Nvidia still has plenty of runway ahead of it.

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My preference is to pick Nvidia if one were doing that choice.

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I am very confident that Nvidia will be worth much more in future years than it is today.

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I am very confident that Nvidia will be worth much more in future years than it is today.

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I have no problem buying more of Broadcom and Nvidia because they have less beta.

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I think this is going to turn out to be a buying opportunity.

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Frank Lee of HSBC has a buy rating on Nvidia and a 325 price target.

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stick with Nvidia

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today

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At Deep Water, we sold Nvidia a couple months ago

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I've actually bought Nvidia. I bought Nvidia the for the first time.

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Micron, Nvidia, Marll are the ones that jump out for me.

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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I purchased again a second purchase at 207. As it moves higher, I will continue to buy it because I believe this stock is in the midst of a momentum breakout back towards 240 and it's nothing more than technically oriented.

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I just continue to believe that uh that Nvidia is is a good stock to own.

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you should own Apple and Nvidia, not trade them

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I also added to Nvidia. We started buying that two weeks ago.

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Nvidia still has plenty of runway ahead of it

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Nvidia is below the market PE

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I guess you'd say for us the big opportunity is the one that's lying in plain sight um which is Nvidia you haven't held that stock for a while we've held other names instead semicap equipment and things like that but Nvidia is a stock that basically hasn't outperformed the market year to date it's up only modestly in absolute terms it's trading less than 20 times forward earnings and the way we think about that is sure there's some re uh scope for margin erosion Sure, there's some scope to lose share to custom silicon, but they are still the deacto standard in the industry and to get a company that can benefit from secular tailwinds at that kind of a multiple we think it's pretty attractive.

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I am very confident that Nvidia will be worth much more in future years than it is today.

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I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

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buy it and when it happens

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I seriously think that Nvidia still has plenty of runway ahead of it. And I think this company will be worth substantially more in future years than it is today.

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I continue to be bullish on Nvidia long term as well as bullish on companies like Micron Iron and others probably for the next two years or so, maybe longer depending on what happens.

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So if you look at this company right here, it just pulled back right at its 200 day moving average. Could be a great opportunity.

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Nvidia is another one. Again, you know, listen, everyone knows the name. We know how well they do. Yep. It finally looked like it was going to move on a good earnings report and it did and then all of a sudden it stalled again. But for you, just an opportunity to get in.

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he also bought calls. This is a way for him to hedge his Nvidia short, but he bought calls on Nvidia leading up to Nvidia's earnings.

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I would 100% rather invest in Nvidia than invest in AMD.

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So, that would be an entry, but it's also there's there is the risk that you'll have there is a history not all the time, but you'll have where earnings either reverse lower on the day or you rise and then fall the next day.

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that first company is Nvidia

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if you're wanting to start a position in any of these stocks, you'll want to wait for one of these events to happen. Or, if you're wanting to average down or even build on the position that you have now, when these events happen, they create perfect environments for you to accumulate because they're not dropping for any fundamental reason, they're just dropping because the the market is forcing them down.

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let's go buy Nvidia stock

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Nvidia is the poster child, Bridget, for sell the news

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So is Nvidia... Nvidia just on valuation. Nvidia is trading cheap.

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stocks number three and four will kind of be a two for one, but we're talking about AMD and Nvidia. Why do they make your list as stocks to look at in this SpaceX launch story?

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Next up we have Nvidia, ticker symbol NVDA.

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Nvidia Corporation just ended up showing off 106% growth rates.

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If that's Nvidia's focus, then they're going to be a giant winner.

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Very, very happy with this overall quarter. It was, without a doubt, their greatest quarter that we've ever seen. And honestly, I'm just an overall bullish investor right now because we've seen so many companies come out with what I believe to be some of the best quarters that we've ever seen because we are in this sort of roaring 20s-esque market where companies like even Salesforce is seeing increased amount of overall revenue and overall growth because of artificial intelligence. There's a lot of spend, but with that spend comes a lot of new productivity gains and new earnings for companies. So, onward and upward with the S&P 500, with Nvidia, and I'm very, very happy with this Q2, and going to be a long-term shareholder at least all the way through 2028 and potentially 2029.

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This is why I'm super excited to continue to be an Nvidia shareholder. I've not sold a single share, and it still makes up for over 50-plus percent of my overall portfolio, and honestly, it's going to be climbing into egregious rates if we continue to have these 9-plus percent days.

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I've owned Nvidia for a long time, and I'm still extremely bullish on where this company is headed.

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I remain an extremely extremely bullish person in terms of my overall holding of Nvidia. It's why I continue to be way way overweight in this position, over 50% of my portfolio.

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it's obviously last time we spoke it was the biggest position in my portfolio it still is

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I'm playing all of them. Nvidia, Micron, Broadcom, Lum, the list goes on and on.

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As Nvidia, ticker symbol NVDA, continues to sell more and more chips at higher and higher rates.

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Now, but now let's talk about what I'm buying. ... Nvidia is over 50% of my portfolio just in that one name.

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I'm building a position in all of them.

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For stock number five, we have Nvidia. Ticker symbol NVDA.

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He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it.

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our community members have this as a buy right now.

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our members of our community have this as a buy right now.

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betting against the hottest names, things like Nvidia

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Now, guys, this list may surprise some of you. Here are the 15 stocks that are getting close to my intrinsic value based on my assumptions. What that means is, remember here, we had a current price return of low side 12.8, high side 24. This one was between These next 15 are between 6% and 9%. So, they're getting close to that intrinsic value. Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS Ferrari Starbucks Google O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon. When we have a correction, these stocks will fall with the rest of the market and I'll give them a deeper look as the price falls and gets closer to intrinsic value and even further down.

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Nvidia is the better buy.

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He's bet against Palunteer and Nvidia

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If this is correct on 175, don't you want to buy it at a discount?

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Others say buy them now before they double from here again.

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Even though Nvidia doesn't always make his top five list, he's still very bullish on it as the backbone of all AI infrastructure.

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Nvidia is like the clearest bene beneficiaries because it participates across almost the entire intelligence stack.

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I am staying staying, you know, bullish on the Neo Cloud. Neo Cloud specifically only Nvidia's and Coreweave.

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Nvidia is trading at 16 16 times earning s next year. I think the price is just no-brainer. So, everyone should have, you know, some Nvidia.

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Number two is obviously Nvidia themselves because what they did with this is they lowered the cost of capital for people who want to want to uh buy and build out buy GPUs and build out data centers, right?

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I do think that if you don't own enough Nvidia, now is a good time to definitely pick it up.

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Micron we're looking at right now is up 15%, uh Nvidia's is up like 26%, Bloom Energy's 26%. They're still way down from their all-time highs. Way down. ... but I would say even if you did buy today, you're probably going to be fine

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buy Nvidia

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Nvidia is a safe pick that you can really go wrong with when it comes to robotics.

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Nvidia.

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NVIDIA, WE BEEN TALKING ABOUT SO VERY OFTEN HAS OTHER OPPORTUNITIES THERE. IN THIS ONE, ABOUT A PERCENT OF EARNINGS INCREASES WHERE PERFORMANCE IS NOT FOLLOWING THROUGH SNOW GOING TO FIND SUPPORT ON THE 200 DAY COME VISIT WONDERFUL BUYING OPPORTUNITY.

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NVIDIA's a also a good one for GPU

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rotate some of your money back into NVIDIA from some the high flyers out there

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you have strong buy and NVIDIA coming like gangbusters

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SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS

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AND NVIDIA, THAT WOULD BE ANOTHER ONE

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IN EACH TIME SPENT A FANTASTIC OPPORTUNITY TO BUY RELEASE HOLD THOSE STOCKS BECAUSE WHAT IS HAPPENING AS YOU KNOW, PRICE-TO-EARNINGS RATIOS ARE GETTING COMPRESSED, WE HAVE PEACE WERE NVIDIA.

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I ALSO LIKE INDIO WHICH IS 60 PERCENT OVERER 2024 HIGHS TO

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YOU HAVE TO BE BULLISH FROM A FUNDAMENTAL STANDPOINT, REVENUE GROWTH IS ACCELERATING AGAIN HERE OVER YOU WHICH HADN'T BEEN HAPPENING AND STARTED HAPPENING THE LAST COUPLE QUARTERS SO WE REMAIN. ON STOCKS LIKE NVIDIA GIVEN IT IS TRADING BELOW A MARKET MULTIPLE, YOU CAN GET NVIDIA CHEAPER THAN THE S&P.

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What I would look for in potential upside with NVIDIA is look for management to outengineer constraints. So when it comes to constraints, for example, something like energy. You have a fixed power envelope. The ways NVIDIA can continue the raise prices and grow its stock is they will simply do more within that power envelope... that is the way that NVIDIA will continue to climb as a stock.

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it is still really goodbuy

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I THOUGHT IT WAS ANOTHER AMAZING QUARTER R FOR NVIDIA. IT IS HARD TO BELIEVE THEY ARE PRODUCING THAT MUCH REVENUE, THAT MUCH PROFIT AND SHOULD PUT THINGS AT SCALE, THE LAST QUARTER REVENUE 96 AND BILLION, THAT REPRESENTS 44% OF THE WHOLE YEAR WORTH OF REVENUE. THEY ARE STILL VERY MUCH GROWING. I BELIEVE THE PROPHETS AND THE D REVENUE WILL CONTINUE TO GROW AT LEAST THROUGH 2030. ... LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE.

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CHIPS ARE WASHED OUT. BUT IF YOU LOOK AT WHERE THE S&L ASK ASK IS, THE CHP ETF, IT IS NEAR SUPPORT LEVELS FROM A TECHNICAL STANDPOINT. ON VALUATION IT IS TRADING SOMEWHERE IN THE LOW 20s, IF YOU THINK WE ARE STILL IN A DATA CENTER CHIP BUILDOUT, THAT NVIDIA IS GOING TO CONFIRM THAT, GUIDANCE WILL BE GOOD ENOUGH, EVEN IF GUIDANCE ISN'T GREAT, IT WILL BE FINE AND CHIP STOCKS AS LONG AS THEY SEE THE PICTURE FOR THE DATA CENTER IS FINE THESE THINGS WILL RALLY.

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we just added some ahead of these earnings and on this pullback.

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FULL DISCLOSURE ANYTHING FOR THOSEE WHO DON'T WILL GENERALLY BE IN EVERY GROUP PORTFOLIO RIGHT NOW SHOULD BE IN EVERY GROWTH WILL IF YOU DON'T YOU SHOULD HAVE IDEA

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WE EXPECT GREAT THINGS OUT OF NVIDIA AND WERE ALONG THE SOCK IS ONE OF THE TOP HOLDINGS IN OUR PORTFOLIO STILL.

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I continue to like it though admittedly, it doesn't have the same growth rate used to in the past.

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we still like Nvidia.

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I THINK THEY WILL HAVE RECORD EARNINGS AND BE ON REVENUE EARNINGS AND GUIDE HIGHER AND THE STREET WILILL SAY THEY CONTINUE TO DO THIS, IT'S NOT ENOUGH BECAUSE PEOPLE POKING AT THIS PERCEIVED AI BUBBLE ALMOST HOPING IT WILL BURST AND THEY ARE WRONG TO DO SO, AND NVIDIA SITS AT THE HUB ABOUT ECOSYSTEM OF THE CONTINUE TO GROW EARNINGS AND REVENUE, CONTINUING TO CUT HIGHER IT'S GOOD FOR THE HEALTH --

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I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI

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I WOULD EXPECT IT TO BREAK OUT SOON.

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you say you like what NVIDIA is doing with the financing

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AND HERE IS A GREAT OPPORTUNITY TO BUY. I THINK IT'S 1350 PRICE TARGET, BUT I THINK WE SEE A NICE BACK THE NVIDIA STORY IS TEMPORARY.

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I LOVE TRADING BEFORE EARNINGS ESPECIALLY WHEN THEY BREAKOUT ABOVE 50 IN THE CASE OF NVIDIA YOU HAVE NVIDIA AND DELL WITH UPCOMING EARNINGS REPORTS END OF AUGUST BEGINNING OF SEPTEMBER. THESE STOCKS ARE STRONG AND HAVE DONE WELL SURROUNDING EARNINGS AND DAILY SQUEEZES GETTING READY TO BREAKOUT.

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NVIDIA is one of your picks.

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WHEN YOU TAKE A LOOK AT NVIDIA RIGHT NOW, IT'S AT, LIKE, A 21 PE, BUT ITS EARNINGS ARE GROWING AT 46%. WHEN YOU TAKE A LOOK AT EARNINGS GROWING THAT PAST OVER THE NEXT TWO YEARS AND GOING FORWARD, I THINK YOU'RE JUST GOING TO SEE THIS TREMENDOUS AMOUNT OF MONEY.

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I LIKE NEVYAS, IT'S GETTING HAMMERED EVERYDAY, YOU EVER ASK, THE FUNDAMENTALS ARE PHENOMENAL, THERE'S GOT TO BE ANOTHER SOURCE OF THE SELLING?

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Same with NVIDIA.

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WE SAID LIGHTEN UP ON THE MAG 7

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NAMES LIKE NVIDIA UNDER MARKET VALUE AND MICRON VALUED AT SIX TIMES EARNINGS AND UNTIL TRADED OVER 100 TIMES SO THAT'S CLEARLY TELLING THE MARKET SAYING IT WILL LAST TO THE DECADE

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WE SHIFTED OUR FOCUS TO NVIDIA BECAUSE WE FOUND IT IN GROWTH BUT HAVE ADDED IT TO OUR VALUE PORTFOLIO

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THOSE ARE PURCHASES, NOT SELLS

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BUY IT AND WHEN IT HAPPENS.

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WE ADDED NVIDIA TO OUR VALUE PORTFOLIO TWO MONTHS AGO AND AGAIN RECENTLY.

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VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

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NVIDIA SCREAMS AT ME.

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When do we realize that you sell it 14 times fiscal year 28 earnings that which starts in January and that you've got so much going for you and the best investment in the world is what? >> Nvidia. >> Well let's go to work. LET'S BUY HALF A TRILLION.

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THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

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They reiterate their Nvidia buy

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96% buy rating

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Has a buy rating on Nvidia.

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it's a great stock to have in your portfolio trading at a very reasonable multiple and growing its earnings and its revenues and its gross margins at a tremendous pace.

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At Deep Water, we sold Nvidia a couple months ago, big believers in all they're doing.

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I got Qualcomm and Nvidia there, too.

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I also want Nvidia.

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And I'll pivot specifically to our Nvidia position here here. The stock was 230 what, 6 weeks ago, 4 weeks ago. Here we're back down in the 200 range. And I do look at this as a company that's in a maturation process... So I think that Jenny's point about which stocks are going to be specifically winners and losers is spot on... So I think there are great opportunities here and if you step in when there's problem when things are under pressure that's where you make money.

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everybody was pretty much buying either SMH or Nvidia stock

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the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past

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the newest buy

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Nvidia, Broadcom. I think these are buys right here and it's going to run well.

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But great ad, but I still like selling calls against it.

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I do think I'm gonna stay patient on it and I'll keep buying more because, you know, it's hard to chase some of these other semiconductor names.

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we documented on halftime buying Nvidia for the very first time.

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Sell Nvidia.

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There's one chip in the world fueling the AI revolution. And it's Nvidia. And I think that is not factored in the street numbers. ... I think we look out the next two three quarters. I think it's a different story for Nvidia.

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Strong buy.

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outperform 340 is the target.

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I really like Nvidia here and and on a going basis.

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I think you can put new money to work in Nvidia right now.

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BFA raises their CPU TAM today to 210 billion plus from 170 billion. They reiterate that stock as their overall sector top pick.

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I'm quoting from some of the notes that are out there today that are reiterating the stock at an overweight.

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I like Nvidia on the weekly overall.

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I'm liking Nvidia a lot more... I like the direction of Nvidia right now. This is not a bad one to start thinking about.

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I think you can buy it right here.

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A couple of weeks ago, I took a personal position. Yeah. Purely based on momentum in Nvidia, Mike was up about 5 1/2%.

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nothing good happens when you're inside the cloud here. You need to break through.

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I started adding to that. I bought Nvidia the for the first time.

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I purchased again a second purchase at 207. As it moves higher, I will continue to buy it because I believe this stock is in the midst of a momentum breakout back towards 240 and it's nothing more than technically oriented.

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I've been adding to Nvidia.

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I like a lot here.

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I think you buy more right here.

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I will continue to add to Nvidia if we still see you know the semi-trade online

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the newest buy

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Once again, I'm in Nvidia. I love Nvidia. I think Nvidia should be higher.

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>> Nvidia. >> Well let's go to work. Let's buy a trillion.

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NVIDIA IN PARTICULAR WHICH OUT OF THE SEVEN IS THE ONE THAT I LOOK TO MOST FOR LEADERSHIP. NOW I REALIZE IT'S DOWN TODAY. IT DID START THE MORNING UP. IT'S WITHIN A HAIR'S BREADTH OF AN ALL TIME HIGH. I THINK IT'S VERY LIKELY THAT IT TAKES THAT OUT. AND ONCE IT DOES, WE'RE GOING TO BE TALKING ABOUT THAT. IT'S NOT GOING TO LOOK BACK AND GO DOWN FROM AN ALL TIME HIGH. IT'S LIKELY TO GO FURTHER HIGHER ON AROUND ROUGHLY 19 TIMES FORWARD EARNINGS.

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Basically, you want a running back like Nvidia, the other stock on my own it don't trade it list.

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Next, I know Nvidia's up 22% for the year, but and that would be a lot for every other company, BUT NOT FOR NVIDIA. This is Nvidia for heaven's sake.

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I would prefer to just stick right point blank with Nvidia.

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The short apocalypse hedge funds got annihilated by Salesforce and Nvidia's common stocks. If you listen to me and just own these stocks and you didn't trade them, what can I say? You had a phenomenal day.

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I'd rather own NVIDIA here at a much more attractive valuation.

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Own it. Do not trade it.

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for years my mantra has been own it, don't trade it. And I haven't changed my tune at all.

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I THINK YOU SELL SOME.

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I THINK NVIDIA IS A SAFE BET.

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It's time to buy.

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THEY REITERATE THEIR NVIDIA BUY

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Any of them can be bought. All of them should be bought

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Own it, don't trade it

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People, I still say own Nvidia. Don't trade it.

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You know I got Qualcomm and Nvidia there too

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every time the stock jumps another 5% you could sell 25 shares a quarter of your position

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Then the way to set position would be buy 25 shares four times over a period of weeks or even months.

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Like I always say, you should own Apple and Nvidia, not trade them.

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IF YOU WANT GPUS, TO ME, THAT'S AMD OR NVIDIA.

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YOU SHOULD OWN APPLE AND NVIDIA AND NOT TRADE THEM.

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I ALSO ADDED TO NVIDIA. WE STARTED BUYING THAT TWO WEEKS AGO.

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I also want Nvidia

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OH I ALSO WANT NVIDIA.

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এনভিডিয়া কেনার জন্য এটি সম্ভবত সঠিক সময় নয়।

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You could sell if you want, you know, like this could be a sell moment for the people who are very, very up in profit and want to take some profit.

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I'll just jump in and start buying that dip because it would be purely based on emotion and nothing fundamental. Nothing fundamental would have changed. This is a purely emotional pullback and I will be buying that dip

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my current game plan going into this earnings report is to actually go in and buy the dip.

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what I will do, potentially for the first time in a very long time, is accumulate a bit of Nvidia in my retirement account.

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if some of you are looking to try to build up an Nvidia position or build up an SKH Highix position and you didn't know where to start, this could be a great place to start

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But for the people who are looking to reduce average costs and things like Micron or and Nvidia, I think we're entering into a pretty solid territory.

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I may go in and start adding to my AI bags in my private accounts, my retirement account, which does have a bit of Nvidia. And I also may add some to the public portfolio.

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First is Nvidia. The bears obsess over raw chip design, but they completely ignore the proprietary NVLink interconnect and Spectrum X networking that tie thousands of chips into a single giant brain.

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Now, passing that initial screen is just step one, but the two names I'd actually build around bring something the number alone can't show you. A moat nobody can cross. You saw them near the top of that list, Nvidia and Taiwan Semiconductor. Nvidia's gross margins run around 75%. Last quarter, its revenue more than doubled from a year ago, and it threw off nearly 97 billion in free cash flow... Full transparency, I own both of them, not because I'm chasing AI hype, but because they control bottlenecks nobody can get around and they generate exactly the kind of cash we just talked about.

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When you buy a fortress asset like Nvidia with an impenetrable balance sheet, you are essentially betting on the house over a long enough time horizon.

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Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world.

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Nvidia wins because the banks are giving its customers the cash to buy its chips.

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I trimmed Nvidia earlier this year to rightsize the allocation. I locked in gains, brought the position to the exact weight I wanted, and now I'm sitting comfortably on a core holding I planned to keep for years.

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This decisive win means Nvidia stands alone as the undisputed hardware infrastructure fortress of the global economy, possessing unmatched cash flow generation that completely justifies its market footprint.

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Buying the stock is the simplest play. And that path is fully supported.

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I own it. It's a core long-term position, and I'm not selling into a consolidation.

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And I am more bullish now than at $236.

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I hold Nvidia.

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So, I'm going al buy Nvidia

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but then 20 people voted for Nvidea, incredible, up 125% year-to-date.

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Amazon was number one on both groups and stocks like Google, SoFi, Adobe, Meta, Nvidia, PayPal, and Uber were shared by both list.

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is this the right time to be buying Nvidia?

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I would much rather bet on the proven dog like an Nvidia or a C G A U or some of the others that might be at the top of our list than one of these.

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You should not buy it prior to earnings

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he's sticking with his bets against Nvidia and Micron and Tesla and Palanteer and the semiconductor index.

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we're in effect long Nvidia since we own them through the indices.

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should be bought in September weakness

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Third stop on today's list is Nvidia. Nvidia continues to demonstrate why it remains at the center of the AI infrastructure revolution.

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However, Nvidia's accelerating demand, expanding product value, and 74% plus gross margin suggests that the market is still underestimating its long-term earnings power.

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The number four stock on our list is the undisputed king of AI, Nvidia itself.

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Nvidia remains my highest conviction AI infrastructure company ahead of its August 26 earnings announcement.

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The third company is Nvidia, which has developed one of the most powerful cash generation engines in the tech industry.

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My conclusion is that Nvidia remains attractively valued relative to its growth. The stock can experience swear corrections, but those decline should be viewed as gradual accumulation opportunities rather than proof that the long-term a thesis has failed.

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I would continue holding and gradually add during significant corrections.

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This brings us to stock number two. SpaceX has committed to building its future AI infrastructure exclusively on Nvidia chips.

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At the current valuation, I consider Nvidia undervalued, with temporary weakness offering an opportunity for gradual accumulation.

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Baillie Gifford quietly added another 1.1 million shares this past quarter, lifting its total holding to 41.9 million shares worth an astounding $8.4 billion.

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The first company positioned to benefit from these developments is Nvidia.

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My verdict is that Nvidia is undervalued.

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As long as data center revenue keeps expanding, margins remains near 75%, and customers continue increasing AI spending, I will view meaningful pullbacks as opportunity to accumulate gradually rather than reasons to abandon the story.

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The number one stock that I will be buying in this market is the very stock Michael Burry is shorting, Nvidia.

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Stock number three is Nvidia. Nvidia is selling the pigs and shovels of the AI gold rush... Nevertheless, Nvidia's technological leadership, recurring upgrade cycle, and accelerating earnings make it one of the cheapest direct beneficiaries of global AI infrastructure investment.

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That makes Nvidia the more compelling way to invest in AI computing at current multiples.

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I would treat major Nvidia declines as opportunities to accumulate gradually, provided its revenue growth, margins, and technological leadership remains intact.

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This is why Nvidia, Micron, and Microsoft are the three companies I want to own through volatility.

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Nvidia remains attractive at current levels and meaningful pullbacks provide opportunities to build the position gradually.

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Michael Bur is increasing his bearish positions on Nvidia and Micron, two of the biggest beneficiaries of the artificial intelligence infrastructure boom.

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First on the list is the undisputed engine of this accelerated computing transformation, Nvidia, ticker NVDA.

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While AMD captures massive market share on price efficiency, Nvidia, ticker NVDA, remains the dominant, irreplaceable incumbent redefining its entire business model from a chip designer into the full-stack utility grid of the artificial intelligence era.

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The second stock that became significantly undervalued following Alphabet's earning report is Nvidia.

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our second stock is Nvidia Corporation, ticker NVDA, the $5 trillion foundation of modern computing.

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rendering this pullback a rare entry point.

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we finally arrive at the absolute apex of this entire hardware revolution, Nvidia, ticker NVDA.

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Our third stock is the undisputed sovereign of AI acceleration, Nvidia Corporation, ticker symbol NVDA.

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Nvidia's expanding addressable market and unparalleled software moat make any near-term dip a historic opportunity before the broader market rockets toward new highs today during this secular bull run of the entire computing and advanced technology microchip industry cycle.

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Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

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I do believe one of the big winners from this AI story is going to be Nvidia and it's not going to be even close.

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For me, Nvidia is still a big player

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the first stock I want to bring into the list is going to be Nvidia.

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The first one's always is going to be Nvidia. This is going to be the king.

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I'm a long-term investor of Nvidia, right? This is the company that has completely changed my life.

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I am still very much bullish in Nvidia.

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what I want to do is take a closer look at Nvidia because Nvidia just announced something pretty interesting that I believe is completely changing the AI market once again and that I believe is extremely bullish for the growth opportunity of not just Nvidia, but the rest of the ecosystem as well.

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This is trading extremely cheap and it's because the market believes Jose Jose and Nvidia's revenue can't grow that much longer.

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Nvidia continues to be my favorite semiconductor company. It is the one I hold the biggest position in my overall portfolio.

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I am investing in this market more importantly investing in companies like Nvidia because I do believe they are going to win.

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I am a huge huge bull of Nvidia.

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Nvidia anywhere near the sub 200s was one of my favorite opportunities in the Mac 7.

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I am a huge buyer of the dip and I believe this is going to be an opportunity for me in the long term of things.

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I've been talking about Nvidia, about Microsoft, about Meta, about Broadcom, companies that I believe were at a great valuation and um that's where I would be putting a lot of my money in, right?

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you look at Nvidia and you can say, well, you know what, they're forecasting 70% revenue growth. And by the way, this is for calendar. It's their fiscal year 28 which is very confusing because that's through January right but this is a forecast for revenue growth of 70% for calendar 27 you know it's what a year and change only a week away from now and so that for mid- teens multiple the S&P is trading at 19 times PE for 27 Nvidia's mid- teens growing they believe they can grow at 70%. So it's a pretty good um riskreward along assuming you can balance that with other things and that's how I kind of think about it from a portfolio sense.

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Nvidia

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I also added to Nvidia. We started buying that two weeks ago.

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Nvidia, Micron, SK Highix are priced as if we're rolling over in the cycle. That makes them the opportunity.

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we're yes, we're still longing the stock, but we're underweight that position to a small degree because there is some risk to it and and we understand that risk, but we don't want to be not in that trade either because that's where the revenue growth is coming.

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The buys for last year, Alphabet, Amazon, Nvidia, plus Visa shares.