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6.24 Are NVidia And AI Stocks In A Boom Or A Bubble? | Nucleus Investment Insights

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Manage episode 364896721 series 2280261
A tartalmat a Nucleus Wealth biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Nucleus Wealth vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades.

Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days.

But revenues have been volatile. For example, NVidia's gaming revenues halved last year, probably due to Etherium (a crypto-currency) moving to proof of stake.

On one hand, NVidia is not cheap relative to the market, trading on 45 times next year's earnings. On the other hand, if it can double revenues over the next 90 days, then it might be looking a lot cheaper a lot sooner.

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr as we look at the question of whether NVidia and AI stocks are in a boom or a bubble.

View the presentation slides

To listen in podcast form click here

Get an obligation-free portfolio recommendation to see how we would invest for you

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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.

The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

  continue reading

360 epizódok

Artwork
iconMegosztás
 
Manage episode 364896721 series 2280261
A tartalmat a Nucleus Wealth biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Nucleus Wealth vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades.

Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days.

But revenues have been volatile. For example, NVidia's gaming revenues halved last year, probably due to Etherium (a crypto-currency) moving to proof of stake.

On one hand, NVidia is not cheap relative to the market, trading on 45 times next year's earnings. On the other hand, if it can double revenues over the next 90 days, then it might be looking a lot cheaper a lot sooner.

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr as we look at the question of whether NVidia and AI stocks are in a boom or a bubble.

View the presentation slides

To listen in podcast form click here

Get an obligation-free portfolio recommendation to see how we would invest for you

Learn more about the hosts

Find us on social media:

Twitter

Instagram

Facebook

LinkedIn

Want to know more? Click here to Subscribe

Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.

The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

  continue reading

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