Nvidia will beat analyst expectations, but disappoint the market, says NYU's Aswath Damodaran
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Well Deepseek used older NVIDIA chips, so that says a lot about NVIDIA
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In these early days they don't have enough powerful chips, to make incredible things. If they can run it cheaper that will actually boost the AI revolution.
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Damodaran should stick to teaching lol.
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Nice
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I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
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im CALLING IT RIGHT NOW before the earnings report, this guy has no idea what hes talking about.
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I have a suspicion that these people are wrong on purpose, trying to make people scared and sell off for their own benefits 🤷♂️
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👏 She #1 journalists in thebworld😊
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This is the clown who in late 23 said NVIDIA stock is worth $227 a share back when it was 400 dollars pre-split. He then kept saying the same thing at 800 dollars, then a 1000 dollars until it hit 1200 dollars when he said "maybe I'm missing something". He now values NVIDIA stock at 90 dollars which is still 700 dollars above what he thought it was worth in 23 pre-split. Give me a break. You maybe a hotshot academic, but as they say those who teach can't do.
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Even google and insta are free but they make money on ads. AI also might make money in the future. They will figure out a way once every body starts to use it.
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I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week. i started with 5k in last week 2025….. now i just hit $32,590..
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Nvda is a great company and it’s a shame the company has to move mountains to meet market expectations. I guess that’s reality but 99.99% of all companies would love their numbers. I’m holding!
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Those of can't do, teach!
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Soveriegn AI are not cutting their orders. Retails is not a factor. So this guy is wrong!
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this guy is always wrong about nvidia, every damn time
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Kaspa soon to be the best network in crypto
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The dean of valuation that has been wrong about Nvidia since 2020….. 🤯 this main stream media is a efing joke , and in the future when finally Nvidia has a bad quarter they’re gonna said , : the guy that predicted Nvidia collapse , omitting only the fact that he’s being predicting the crash of Nvidia since 2020 what a farce
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This guy is not qualified to talk about deep seek or about how deep seek might be a threat to NVIDIA. He is a finance guy with no clue about technology and what's happening in AI.
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Damodaran still stuck on his spreadsheets. Still valuing NVIDIA as a chip company and not an AI ecosystem company, still thinking the demand for NVIDIA's products comes only from hyperscalers and nobody else (e.g., governments, enterprise).
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🤡.
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Understanding the risk level of a stock like AMZN, MSFT, NIVIDA, AMD, HOOD and Google which may be subject to rapid fluctuations, is crucial. financial advisor like '' Natalie kayla kimberly '' can assess whether such investments align with the investor’s long-term goals and risk profile, and adjust accordingly.
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From $10K to $110K that's the minimum range of profit return every week I think it's not a bad one for me, now I have enough to pay bills and take care of my family…
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I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
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Palantir was supposed to be the next big thing after NVIDIA but smh…..I plan on dominating TSLA, APPL, NVDA, and SOFI shares. Long-term retention looks good, but I'm also prepared to take advantage of those temporary possibilities to get to that desired $400,000.
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Good job professor Damodaran!! This earnings report doesn’t reflect the impact of Deepseek.
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Cfa/cpa/mba/valuation gurus /business journalists not sure what they talk ..I being student of computer science see strong use cases of requirements of ‘compute ‘ going forward..cpu to gpu I.e AI era have just started ..all information processing jobs will be disrupted by AI technologies..LLM can easily perform information processing /adjudication /analysis etc jobs ..the demand for nvidia have just started..
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The goat
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Fake news and Chinese propaganda is alive and well here.
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Share price gonna bomb ↘️↘️↘️↘️↘️↘️↘️
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As a financial advisor, I will tell those who like to listen: markets are way overvalued. Price to earnings (P/E) are extremely high. The MAG7 stocks are heavily weighted by the retail investors, while the Hedge Funds are selling.
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The problem is that we are in a different interest rate environment than last year. Last year the market was expecting 7 rate cuts. This year we don't even know if we will get 1. With tariffs we may have to hike.
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If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you…prevent inflation …
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Damodaran doesn't understand that his DCF bull doesn't really work for publicly traded companies and especially high-tech. That's why he's been so wrong so much. And now he's tossing out guesses as if he has a clue. Typical CNBC BS.
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Makes sense
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This guy is so short sighted. Just wants the price to go down so he can pick more up. When the stock goes to $200 is he gonna say its worth only $180. oh please!
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Philoptics (KOSDAQ:161580) will give you more than 10 times profit if you buy Philoptics stocks
Corporate survival of TSMC and NVIDIA may be totally doomed if they do not use glass core substrate.
Simply look at the status of blackwell NVIDIA has made with latest high technology.
No more breakthrough or progress
because of overheating matters.Philoptics (KOSDAQ:161580) is the world best and unique company for TGV.
Philoptics is the saver for NVIDIA,TSMC and all big techs.
There is a rumor that samsung electronics may buy this philoptics stocks at the market secretly in order to merge this philoptics.
(Samsung has already acquired 8% of Philoptics) -
NVDA is 30% of my portfolio, and I’m considering growth stocks. Should I use my $15K to buy more NVDA or diversify?
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Basically this guy's take is that only a few companies will have to spend billions to create AI, and then they will let others siphon off knowledge to train smaller models, think Deepseek. That's not going to happen. Deepseek wouldn't be anywhere if someone hadn't already spent billions to develop super smart LLM's for Deekseep to steal from.
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The current spice melange is AI, and there is a vast dune of possibility.
Where we’re at today is, we now must learn how to improve the creation of, and the adaptation to harness AI.
In the race for the world’s most valuable resource, AI time cycle is increasingly important. I think of an AI time cycle as the time it takes from the day you decide you’re going to build an AI, to the time that you release it for public use.
$NVDA not only offers the best products and services for AI creation, the also offer the best time cycle for AI on the planet. As an example, consider xAI and Grok3, announcement to release was 180 days. xAI used full Nvidia stacks (hardware, GPUs, software, networking and liquid cooling). xAI’s creation, Grok3, and the associated time cycle are unheard of, Grok3 is record breaking in intelligence, performance, and time cycle.
Regarding Deepseek, they basically leached / stole knowledge to make their R1 smarter. That’s how they saved money.
xAI is now moving from 200,000 $NVDA stacks towards 1,000,000 $NVDA stacks. I believe that at one million $NVDA stacks, xAI is going to create something the likes to which we’ve never seen before. And at that level, it might just break Geoffrey Hinton’s model for distillation, meaning it might not be possible at that level. Sorry China.
OBTW LLMs are not the end-all, be-all of AI. We are just getting started. We got things like neurosymbolic stuff, liquid neural networks, multi-modal, autonomous agents, self-improvement and replication, and other undiscovered creations, concentrations and quantities.
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Really like Aswath but this time, I believe, he is wrong.
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