Comments by "Maxwell Benz" (@Tential1) on "Adam Taggart | Thoughtful Money®" channel.

  1. An hour long podcast of things that definitely won't happen from a person who is consistently wrong? Count me in.
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  2. I remember this guy pushing Brazil. I shorted it. Brazil etf down 21% this last year. Easy money. These guys suck at this so badly. Just do the opposite. If they could make money trading, they'd do it. They make money talking.
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  3. June 8 2023 tavi recommended investing in Brazil and other emerging markets. Brazil, down 10%. Lol. They're so freaking bad.
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  4. Dude, no one actually analyzes this stuff seriously, they just filter it through their political beliefs. I watch this to remind myself that most of the experts are actually complete idiots. You're better off just doing the exact opposite of whatever they say if you want to make money
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  5. They want a crash to justify their missing the bull run. It's so sad lol. I saw this with Google, then Facebook, then Amazon, then I figured it out. They miss every new technology run. Tesla, and now Nvidia were easy for me. They confuse stocks that go up and aren't making money with stocks that do go up and make money. And they do it, every time.
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  6. Yet people like darius have been right. Crying the market is manipulated is stupid. OK, so what? That's the game. Play the current game. You'd win if the game is different? Cool. But it isn't. So I don't care
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  7. I listen to these guys, to know what will not happen, or what not to do.
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  8. 1:40:00 Nvidia is overvalued. 45 forward pe. But he buys costco... With a freaking 50 forward pe. You can't make up this level of intellectual dishonesty
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  9. I love seeing people predict crashes and be wrong. So much fun.
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  10. 21:41 yes, you guys always pick the top in hindsight and say "ha, see, the stock didn't break all time highs". What about when tesla was between 10-80 and you were saying it was overvalued?
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  11. Which is approximately about a 62 pe as they have a 50% profit margin.... But you see Lance buying costco with its 50 pe and he doesn't bat an eye. I swear, you guys are actually bad at math.
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  12. They never dude. They spend years missing out on 100%+ gains, just to try to time the bottom, miss the bottom, and sell too early when they do buy.
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  13. It's what happens when you're spammed with academics. Traders who actually make money don't listen to academics. If academics were useful, they'd trade themselves. They don't for a reason. I started making money in markets when I did read michael lawyer and I realized the personality of traders. They're gamers(primarily games of gamble, but still, games). And if you treat it like a game and use tactics/strategies you use there, it's far easier.
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  14. 42:20 it's hilarious hearing two people who have no idea how nvidia's product works talk about getting efficiency so that way you need to use less of the product. Lol. Tell me you have no negative information on graphics compute. How can people talk so confidently about something they don't know anything about
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  15. 1:00:59 laughs at buy write strategies, then proceeds to pitch one as a strategy.... You can't make this up.... Rofl. These hour long interviews expose the f outta people.
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  16. 46:35 Why not show the other 20 years.... Don't want to break your Nvidia overpriced narrative, and show, the growth has been insane for 20 straight years... Nope... Cut the graph off early... God I hate how you guys lie through omission
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  17. Nerds live in books and data. They never see the real world, to confirm.
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  18. 52:45 Lance takes a long time, but he gets there. Last year, he didn't understand ai at all. Finally, he understands. Lol. This chat bot stuff is just a joke...
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  19. 10:30 full disclosure, Lance said the same Nvidia price to sales quote 8 months ago. Yet Nvidia only went further up... Almost like backwards looking metrics can be flawed sometimes.
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  20. They didn't make you sign a non compete? You get 20x the views....
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  21. 16:00 this is how I know you're new to Nvidia. You see a massive price hike, and you think it's temporary. You're new here dude. Nvidia does this every year.... They had 30% Revenue growth historically for a reason. Again, do these people not have a Bloomberg terminal?
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  22. 24:55 why doesn't Boeing and airbus have competition? Why doesn't Microsoft windows have competition? Why doesn't the iPhone have competition?(android falls further behind every year.). Why are you so intellectually dishonest?
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  23. Keep quoting Nvidia trailing multiples, instead of forward, and misleading your viewers. It has the same 30ish forward multiple it's always had. Just a note to viewers, if a person cherry picks one metric, and doesn't show a chart, ignore them. Never trust them unless a chart is on screen.
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  24. 21:00 I guess Microsoft 20% net income cagr is a joke? People act like valuations are ALWAYS a bubble. Sometimes, things have a high pe, because they have a high growth rate. We never said high pe is blanket bad, but people treat it this way. It's intellectually dishonest, and I am irritated how many people in finance give half truth answers to justify their preconceived beliefs, when even the full basic facts prove them wrong.
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  25. 45:30 microsoft has the same forward pe Nvidia does. I wish I had the level of cognitive dissonance these people do when discussing stocks. "this stock is overpriced, but here is a stock with worse metrics that I'm buying." god.... You guys make me hate humanity
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  26. 10 years from now, Nvidia will have outperformed the market by a wide margin. Lol. How people don't understand how computers work is mind boggling to me. If you know anything about semiconductors, and you have finance knowledge on top of it.... Lol. This is the easiest time in history. No one apparently is intelligent enough to just learn how semiconductors work. It's hilarious. And I work with tons of people in this field, so I know, even when I tell them how to figure it out, a year later, they still have learned nothing, they'd rather golf or play video games. No one does any work anymore, it's hilarious.
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  27. Same thing they said the first time. Trump will destroy the economy! Economy was fine.
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  28. 46:01 so focused on not losing, they never win. They keep trying to time the bottom of the market, and miss so much upside. "I can't lose money" but you are when you sit on the side lines and wait. It's basically inflation. I
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  29. Just remember, when the crypto bubble was "popping" and Nvidia went from 300 to 150, these guys weren't buying. They were gloating about "being right". They didn't use it as a buying opportunity. This hindsight trading is infuriating.
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  30. 7:00 why you would listen to extremely biased Bloomberg I don't understand. The same people also said that Trump was going to be inflationary, he wasn't, they said that Biden was going to remove the Trump tariffs, he didn't, they said that Biden wasn't going to be inflationary, he was. How often do they have to be wrong before you guys realize that they're just stupid people
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  31. 35:40 ya, Goldman realized "poor" people suck to deal with lol.
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  32. Lance now says Nvidia will expand their profit margin, after saying the company would crash. I love the inconsistency.
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  33. They are saying they called tesla a bubble at 400 a share. That was a trillion dollar market cap. I bought tesla at 8. 20 billion dollar market cap. And they were calling it a bubble then. Never forget how intellectually dishonest bubble callers are. They always act like they called the top in hindsight. Always.
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  34. 52:45 another quote of his, buy great companies and forget.... You missed tesla... You missed Nvidia last year when you were focused on idiotic crypto, instead of seeing the upcoming ai. And before any of you say how could you have known? Nvidia holds ai conferences every year.... You could know... Just have no life... Stop having fun, and do this.... All day, you'll find deals. Otherwise, just index.
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  35. Just remember, Lance said that he would want to be 100% treasuries in his personal portfolio when Nvidia was a far cheaper. 😂😂😂. And yes, during those videos, you'll see my Nvidia comments.... I been screaming this company for the last 5 years. Being a former gamer, I'm intimately familiar with being bent over by Nvidia. The idea you just slot in a competitor product, these guys know literally negative about what they are talking about.
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  36. If you pick the right manager.... And the right manager, why would they need your money? Top firms for trading don't solicit funds. They actively try to get rid of people, to lower risk of the strategy being discovered
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  37. I like how Nvidia gets lumped in with gamestop. "stock went up, must be memes. Couldn't be earnings."
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  38. 44:40 again, not exactly accurate. If TSMC died tomorrow, Nvidia would be hamstrung by 12 months, maximum. There are TSMC alternatives. You just listen to the media, and so you believe TSMC is the only option. That's because we want to justify military spend. It's not the actual truth.... Nvidia doesn't even manufacture all of its chips at TSMC anyway. AGain, things you'd know if you actually paid attention.
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  39. Lance will talk all day about competition for nvidia, yet not about competition for Microsoft, apple, etc. Nvidia has the strongest moat of the big tech, yet he acts like it's the easiest to get into... A single person can create an operating system and they've done it. We have open source phones. We have alternatives to every company in the top, but Nvidia... He acts like anyone competes directly, no one does. He spews so much trash, China isn't competing with Nvidia China buys Nvidia chips and I'm not going to explain how. Everyone in the industry knows this, or who follows this. He's so two faced in this, it's wild.
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  40. 31:30 no, artificial intelligence was first introduced in 2018 with Nvidia 2000 series, tensor cores. To the dismay of gamers, Nvidia added ray tracing units which also could be used for ai.... Nvidia was pushing this, to everyone's doubt, years ago. I hate how you guys don't actually know the time line of events.
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  41. They love thinking a crash is coming to justify their bad performance. Lol.
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  42. Just a reminder, 9 freaking months ago, they were calling Nvidia overvalued. They claim it's a bubble for over a year, then, when it collapses, they cherry pick the all time high and ignore the fact they said it was overvalued fee before that.
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  43. 36:50 You mean, what Apple is already doing? Apple already announced and has neural engines in its products. I really don't understand why you're having this discussion when the both of you don't know the products. Apple already does AI. Just because they don't have a Chat Gpt bot doesn't mean they don't do AI. You guys can't seem to divorce AI and Chat Gpt from each other. Chat Bots are one small portion of artificial intelligence. This conversation is just painful.
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  44. If China could clone Nvidia chips, why didn't they do it before? You guys are brand new... You think the desire for nvidia chips is new..also, saying China can clone Nvidia chips is like saying Africa can build Boeing jets. You lack the understanding of what China can and can't clone. Semiconductors aren't something you can clone... It's really sad how little people know about technology
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  45. America can't even clone Nvidia chips... You don't understand chip manufacturing. The only way to build Nvidia chips is with tsmc or Samsung. Chip building doesn't work like how you guys think it does. It's not, you place an order, they build it. Tsmc and Nvidia work together to build the manufacturing line. It's impossible to replicate... Intel can't do it.... And they were the leader... Why would China be able to do it, when they don't even have the equipment... We only make 20-30 machines a year that do this... It's easy to keep track of them, and make sure they don't fall into competitor bands....
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  46. It's not a conspiracy theory at all. He calls it a conspiracy, because he's too lazy to do the research. We semiconductors people have the actual photos of it happening.... Lol. But so what? We told you banning chips doesn't matter.
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  47. A lot of this bearish sentiment is fomo, but instead of buying, they prey the market crashes to justify them missing out. These guys were confused why the stock market surged, when the economy was shut down and people were forced to use Amazon, Walmart, Netflix, Apple, Microsoft, and small businesses weren't allowed to compete. Rather than understanding the economic shutdown benefited big corporations, they say, economy shut down is bad so stocks go down. They really have very primitive thought.
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  48. 3x speed. Learn to listen faster.
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  49. 30:00 "I really want to date someone" yes... I'm sure she does. Truth of the matter is, dating standards for women have exponentially gotten higher but we can't talk about it. Instead it's seen as a "Ma. Both sides" because you can't bring up women without blaming men.
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  50. 12:30 apply this same logic to apple. Why hasn't someone entered the smartphone space and taken significant apple share? Apple continues to grow market share, and has the whole next generation of kids. These people are intellectually dishonest. Nvidia was making gpus previously. Why didn't someone compete there? What about Microsoft with windows? Competition doesn't always magically happen.
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  51. ​ @T4nkcommander ai was trained on all movies, many garbage, and yet, we are almost to a point we can recreate amazing movies with ease. Sorry, it doesn't work the way you think it does. Just because there's bad data doesn't mean the ai can't be trained to weed it out.
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  52. 25:00 so, you want to be over bearing, cry about how companies are managed despite having horrendous personal returns, cry about buy backs, cry about companies expanding too much, I mean, what are companies supposed to do? Dividends only? Please. I'd stay private too. Why do I need public investors, who are pushing ideology on BOTH SIDES. let me run my business, and if you don't like it, don't invest, and invest in my competitors. Instead, you want to take my options away to maneuver, f off.
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  53. So you want to bet against apple, Nvidia, Microsoft, Facebook, and Google about ai.... Rofl... God, some people really can't be helped.
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  54. 1:41:40 yes, it's called lgtbqia, liberal/progressive agenda and victimhood. Where have you been?
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  55. 11:25 you act like China just found out about chips... They've known about chips the whole time, and couldn't catch up. But because you see Nvidia chart go up, now, China will magically build chips. I hate this.
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  56. Ok...sure. Here's the thing... Apple Google Microsoft tesla, etc. Exist. Whether you like it or not. So it doesn't matter if they grow more. OK? Is there some magic rule that says apple can't be huge? I won't be surprised if the whole world is ruled by a few mega corporations soon. It's HILARIOUS that if we weren't speaking investments, and I told you that a few mega corporations are gaining increasing power. You'd believe me. I put that into chart forms. And you tell me it's not possible. What's wrong with your minds? Seriously?
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  57. 19:50 after years of watching Lance, he's finally adopted my positions lol. Finally, no more apple, buys Nvidia, Amazon, Microsoft, and meta. Lol. Finally joined cloud server gang
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  58. These guys should just sit in bonds. They aren't built to be in equities. Painfully obvious.
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  59. Wealth tax is idiotic. It's causes massive economic collapse each time it's tried, which only hurts the poor further. You don't understand, the top 1% have no allegiance to your individual country. By the time you pass the law, I'd have already relocated my assets.... Because I move countries, now you can't tax the income/dividends I was making and you can't collect sales tax, or any of the economic activity.
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  60. It's a 1% difference in growth assumption. It's not as big as it seems.
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  61. They'll disarm the public first. We already see majority of the country supporting more and more gun control.
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  62. It will take 10 years to upgrade our servers to accommodate Nvidia gpus, and they are asking about sustainability. They don't understand what they are even talking about. It's like seeing your neighbor fill his pool, and you see it's only got a foot of water, and you're thinking he's done filling it up because it's more water than empty.... Yes.. It's a lot of water... And it's going to take. Multitudes more to fill to pool....
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  63. These people are never talking facts. They're talking their political leanings. They can't objectively look at stocks, ever
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  64. 50:50 Adam is horrendous at changing his mind. He wants the ai to be a huge bubble so bad. Everything Lance said was correct, surprisingly. Deepseek isn't some revolution. But Adam desperately wants ai to be a bubble, that he is willing to believe a huge leap in ai efficency happened, with zero proof. Like China has never lied before about innovation. It's really sad, and interesting to see
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  65. 13:00 when Nvidia was seen as a crypto stock, Nvidia itself kept telling you it was an ai stock. It's been saying this for 6 years. I hate how you guys are brand new to Nvidia, talking about the company when you clearly barely understand it.
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  66. Ssshhhb. 😂😂😂😂
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  67. Lol, as long as people are upset they missed out. They beg for a crash because they missed out. They completely misinterpret the data, they look at long term averages and don't understand why the numbers were the way they were for each time period. "it just should revert to the mean!" no it actually shouldn't.... People just are really bad at applying math to real life. People are either bad at math, or good at math, but just the numbers, not application. Very very few are good at actually applying math.
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  68. 44:25 you have talked about Nvidia for over a year and this is the first time you actually pulled up a metric of the company. Lol. As you can see, net profit margins increase... now if you only looked at all the other metrics instead of just speculating
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  69. He said he'll use tariffs to negotiate. But to an academic, who works at Bloomberg and has a left wing bias, she will take it as worst case scenario. However, when Trump did his original round of tariffs that was supposed to destroy everything, it didn't, and, Biden kept them on. So many of these academics hide behind big words, but you'll see, they're not remotely ideologically consistent.
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  70. 14:15 Nvidia will have competition. But yet he doesn't short apple, saying apple is overvalued and will have competition? Why not microsoft? Why doesn't he say Boeing and airbus will have competition? Because he knows nothing, and regurgitates the same tired "competition will come into this market" that every first year finance person says. When the reality does not show it to be true.
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  71. How is it interesting? It's basic chip design. Why would you think the cpu would work? I'm almost getting angry. How don't you understand this? This technology has been with us for God knows how long, and you still don't understand how cpus, gpus work and why ai on the cpu is literally the most low iq thing you can do?
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  72. And Nvidia transfered to an ai company is 2018. They were always moving to ai. Before any of you ever caught on. I'm gonna stop now. It's infuriating people don't know any of this. You guys don't do ANY work. It's obvious. Nvidia was pushing ai, back when no one wanted it, and they got tons of flak for wasting valuable chip die space on ai. How don't you know this? Do you not have access to the same internet I do?
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  73. 19:10 so... You're saying, Nvidia can sell a chip to play video games for $2000 when a ps5 costs $500, but, they will struggle to sell artificial intelligence chips people actually need.... OK.... OK...... 😂😂😂
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  74. This dude can't let go that Nvidia actually was a good buy. He's been saying it's over valued for 2 heads lol even as net income skyrocketed. Dude can't analyze growth to save his life.
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  75. The extremely liberal Bloomberg network that I listen to every day, has said nonstop, the economy is great, Biden administration doing a great job. Second Trump wins, their view on the economy changes. Bloomberg used to be fun to listen to, but ever since Trump, they went full insane, and spend way too much time thinking about politics, and justifying why the white house is right, than actually covering business. They literally spend 50%+ on politics.
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  76. 18:00 I hate people who don't understand technology, but authoritatively talk on it. Dude, if you ban ai, Nvidia still sells the chips.... Because people will run the ai locally.... And accrue the benefit themselves. You can't stop people from running software? When has that ever happened?
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  77. If you think Nvidia profits don't grow, you literally don't understand the company, the business, or anything about how chips are made. If you want to understand Nvidia, you have to understand how chips are made. Asianometry and high yield cover this. If you don't understand tsmc finflex, what finfets are, etc. Then just give up. That's even before you get into how Nvidia does business contracts. It's painfully obvious so many of you are used to "regular" companies. Nvidia has operated different than 95% of companies. I have followed tech industry for 20 years now. Only Nvidia operates this way. No other company is like this. So you guys keep doing normal models, understandably so, because you have no understanding of how Nvidia operates, which is different.
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  78. I agree with you, but he also wants to collect the 4% yield
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  79. Nuclear, and batteries then. Buddy, we will find way. This is problem for 200 years from. Now. Not our problem
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  80. 28:00 lol at Adam trying to get him to use layman's terms and lacy being such a smooth brained academic, he just repeats the definition.
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  81. 1:13:53 remember when Lance said Nvidia was overpriced at 750B? And now constantly talks about his gains on this position? Pepperidge farm remembers. Lol. These guys are clowns on ai. And I bet he'll still call it overvalued
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  82. ​ @fredhelmuth4399 I didn't experience this. The reason construction was slow was coordination. I did bookkeeping, but was also out on each project, paying everyone. And each time we had delay of delivery, then that meant we had to move xyz back. And so on. Dudes wanted to work, I don't know what this guy is talking about, but you can't work if xyz part or person isn't there. They all work insane amounts, I don't see these dudes working enough to balance anything. A lot of times it was the project managers screwing up coordination or budgets.
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  83. Too bad you don't know how Nvidia does sales with enterprises, even though we had tech channels dedicated to it. You'd be right about Nvidia for once if you weren't so lazy and just did the work lol. At the Nvidia crypto top, I told you, this was just the beginning. That crypto meant nothing to Nvidia, it's an ai company. This stuff is so well documented, it gets leaked so often. You guys just apparently don't pay attention to any leakers about tech.
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  84. 37:55 Amazon is a monopoly and is crowding out it's competition, but has less market share than Nvidia does in its own market who can't crowd out competition and instead, Lance predicts active competitors coming in. The cognitive delusion necessary for them to hold these opposing thoughts is mind boggling.
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  85. 1:16:00 it's called trump derangement syndrome for a reason. Nothing you say will convince them. I had it myself.
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  86. 22:15 if we kept trying things that didn't work.... Humanity would never progress. These people never learn.
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  87. 42:20 THIS IS WRONG. Nvidia knew the chips were useful for AI BEFORE the crypto boom. Jesus christ dude. How are you able to get away with this? Nvidia knew the chips were useful for artificial intelligence in 2018 and had already given tons of presentations. We already were using artificial intelligence as gamers, with Deep Learning Super Sampling. You're 74, you don't know what you're talking about.
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  88. 30:30 you can. But we just got the hardware developed.... You're asking why the pool isn't full, when we just started filling it. You can't have conversations with ai, because the best use cases are where limited hardware is going. Nvidia can't meet demand for 10 years. Every single server world wide has to be redone.... How can't you understand basic concepts like this?
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  89. 28:00 so let's get this straight. No new companies have ever come up to displace the current kings. Then, Nvidia, a company I've argued for a long time, is better managed than Apple, now ascends, and you say no... Despite understanding new companies lead every decade. I'll doubt Nvidia, Tesla, ascending to their natural spot as the decades next leaders..... K.... K.... K...... K......
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  90. Nvidia has been screaming artificial intelligence for years... You guys didn't listen until they created a chat bot... Nvidia has far more impressive artificial intelligence accomplishment, but the chat bot is what you notice... I hate humanity.. I can't wait for nvidia to finish skynet.
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  91. ​ @tatersquad2000 be nice man. They spend BILLIONS to lie to people. You may have woken up, but lots of people are stuck in a multi billion dollar media bubble. They truly still believe news is meant to educate and they believe we are a free nation, elections are fair, etc. I know it seems simple to see the lies, but when you're in the bubble, it's really not. It's only when you finally break out, you realize just how many times they lied to you and just how extensive the operation is. When you're in the bubble though, they tell you to only listen to their sources and nothing else. I thought tucker Carlson was an evil racist, until only recently when I saw him do interviews outside of the media bubble, and I realized it was a lie. The amount of lies I used to believe is staggering.
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  92. Remember when they told you to invest in tlt? Roflroflroflrofl
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  93. Who? Stacy Abrams? Hillary Clinton? The amount of democratic candidates who didn't accept election results is astounding.
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  94. Chinese women are adopting western dating standards. 1.8 meters or bust over there and that excludes 50-60%+ of men (really 80%+ but I'm being conservative).
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  95. When did Lance say to buy tlt? How's that going vs the market? Lol.
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  96. I. Love people quoting how Trump plans are bad using "economic experts". Yes, the same experts who said Trump no tax on tips would increase debt terribly, but then, kamala says the same plan, and it's great. Lol. When will people understand experts have political bias themselves. Too many smooth brained idiots take things at face value.
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  97. 14:50 they always say this. Then, they look back, and they wish they hadn't sold their Berkshire, apple, Facebook, Google, stock. It's weird. If you sell, you have to put the money somewhere. M..
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  98. Nope they can't. They can't accept when companies grow. Microsoft, Apple, Google, meta all have insanely high growth rates... Yet they want 10%+ growth for 15 pe lol. Hilarious
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  99. 35:00 8 figures is play money.... Lol. Didn't you work in this industry dude? You know this. Lol, 8 figures is local bank money.
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  100. 13:15 OK, why don't you say this about apple? Or. Microsoft? You talk about the next Nvidia competitor but never Microsoft or Apple. Weird
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  101. ​ @CaptainCaveman1170 why does it have to save the economy? All that matters, is do Nvidia customers need to continue buying the chips. And can they afford to do so. If you think Microsoft is running out of money, you're funny, and if you think you just stop buying Nvidia chips, you're clueless to how their business/products work.
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  102. You're asking if Nvidia revenue is sustainable.... Lol. Just say you don't understand servers. It's OK. We don't expect you to... We have thousands of servers. They ran Intel. Now, they need to also have an Nvidia gpu. That's 10 years of demand to replace the servers. It's so basic.... But that would require understanding how a computer works.... And you can't expect people to understand that in 2024.... Nope...
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  103. He's green to investing. I was like him when I was 18 years old, everything was a bubble and I knew better. My sister brought Tesla to me at the time and I told her how stupid she was because there's no way that Ford in GM or whatever would let Tesla catch up. I refused to look at the product. Trad finance has a lot of holes. They tend to not understand growth, because they don't look at the actual product. Just spreadsheet. If I had looked at the model s, I would have thought differently. The reason I like Nvidia is, I understand the product. I followed how the product was made for 15+ years, and I understand the company can do insane revenue growth because they produce a useful product. They don't actually understand the product, so they will just say "competitors coming, overvalued". Even if it makes no sense. Commercial airlines are a huge market, yet no one is stupid enough to suggest Boeing and airbus has a ton of Competition coming, yet they apply this same logic to different industries, and expect different outcomes.
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  104. Remember, in 2020, Investors were calling Tesla the biggest bubble ever. The the company 10xd. These people can't calculate growth to save their lives.
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  105. "once everyone got pcs, the boom was over". OK... Difference here is people didn't have pcs previously, so we didn't know the replacement rate... People have used Nvidia products before.... We know the replacement rate and price scaling.... I swear... Not everything is exactly like the past. THey say history RRHYMES. Not repeats itself verbatim. Jesus christ. Go talk to Nvidia customers dude.
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  106. 1:06:00 remember, they think Nvidia is 10 years overvalued and still long it... Lol. I love how there's not intellectual consistency
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  107. They're too old to do so. They can never get it. It changed too drastically. It's like asking them to learn how semiconductors are made. They know it's important they just won't do it. Thus, they have these insane ideas like "people will buy Nvidia gpus to fill their data centers and then they won't need anymore for years and Nvidia revenue will crater." omg... I'm going to freak out trying to understand how these people call themselves investors, and do so little research beyond mainstream knowledge
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  108. ​ @Copacobunda if people don't hook up, form families, have kids, the economy collapses. Gdp growth formula is population growth +productivity growth. We are artificially boosting population growth through immigration. One time play. We actually did it so hard, we are causing population collapse in southern countries now.
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  109. 30:30 why are people so focused on themselves for artificial intelligence as to whether it's going to be beneficial or profitable? There are millions of businesses that you have never interacted with that are profitable and yet this one, if you specifically can't use it, it'd not worthwhile? Wtf? You guys never cared about semiconductor companies before and they were extremely profitable already....
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  110. Training your ai on reddit is idiotic.. Reddit users are a special breed of idiotic.
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  111. ​ @jacquesreilly1850 I guarantee you, over the next 10 years, Nvidia will outperform your portfolios and the stock market. Just like Amazon, Facebook, Google, etc. Everytime they cry about an overvalued PROFITABLE company, they're wrong.
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  112. ​ @jacquesreilly1850 Nvidia will outperform your portfolios and spy over the next 10. I would if I could. You bubble callers are always wrong. I'll never forget, you guys called tesla a bubble, starting at when it was 8 a share, 20 billion market cap. I'll never forget.
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  113. Because, he worked for the fed, he has pretty graphs, and he sounds so smart with his big academic words. Lol.
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  114. 36:45 "I know the data is wrong, but I have to wait for them to put the real data out. " lol... Academics are hilarious. Sees a problem and rather than think of a way to correct real time. Just decides to wait. Lol. Can't make this level of idiocy up. They're so smart, and so painfully stupid at the same time.
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  115. 36;00 if you understand apple, you know Apple does not brand anything the same as anyone else. This is what they call their headset the vision Pro, and don't mention virtual reality. Apple doesn't call it Artificial Intelligence. They call it a Neural Engine. It's like, do you guys have lives or something? It's almost like you don't follow these companies, and just armchair talk randomly.... You can't do that if you want to understand a company, you have to actually understand the companies you follow, or, just say you don't get it. Like me with Broadcom. I'd don't follow those kinds of chips. I don't follow radio frequency chips, so I don't speak much on the company. But yet, you obviously don't follow Apple enough to understand their strategy, yet you talk about it.... Why.... Why.... It hurts.... Stop.
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  116. 13:40 ok.. Why aren't you referencing the price to earnings forward? Cherry picking trailing revenues pe, when revenue is expected go grow another 100-200% is idiotic....
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  117. Just replace the market is overvalued with we were wrong and it all makes sense
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  118. My comment has nothing to do with artificial intelligence. Nvidia is going up another 50% from here, over the next 3 years. Hopefully, you think back and remember this, when it triggers you. This is what happens when the public has no idea how computers work. You don't know how many of Nvidia product is needed or what it actually does beyond buzz words. You can keep your head in spreadsheets all you want, at a certain point, you have to actually understand the company. These people refuse to learn the company. Lance and Adam spent more time with their family, than they have spent knowing what Nvidia actually does beyond hurdur ai. This game doesn't allow you to have free time. Either spend it learning, or quit.
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  119. ​ @istvanpraha the rally makes sense. You just look at charts. I don't. I only listen to earnings calls. And everyone had huge earnings gains. Which means market goes up. It's so basic. Google, Apple, Facebook, Amazon, Microsoft, all has HUGE growth. This is basic math. You see the chart go up, and you say "it's overpriced!!!". I see the individual financials on my Bloomberg, and I see huge net income growth. Get off the charts, look at financials.
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  120. For 2 years these guys looked at trailing metrics and predicted crashes in everything. Nvidia, they have been consistently wrong about, because they cherry pick trailing sales, rather than FORWARD profits. Stocks are based off the future not the past and he would know this if he was remotely good at his job.
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  121. 30:00 any person that tells you the artificial intelligence has been around for a while to compare the current AI boom to previous artificial intelligence prove they don't understand what's going on right now. Artificial intelligence was done on cpus, and was idiotic. Keep in mind, artificial intelligence, just means algorithm, and any if then statement is technically an algorithm, and technically ai. This is why this is stupid. Current ai uses gpus, it's completely different. It requires the whole system to be redone, which is literally a trillion dollar endeavor. I hate how people just don't understand computers,.they are so important.
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