00:00 Brian Sotzi
Well, Nvidia is my inventory that day. Not because it continues to be one of the hottest tickers on our platform. And this week alone, it revealed two new important deals with Openai and Alibaba.
00:11 Brian Sotzi
No, that's not a reason at all. The reason is that you, as a Yahoo Finance Community, continue to chat about Nvidia on the platform on new community channels and share bullish opinions on inventory.
00:23 Brian Sotzi
Let me explain to you what the community is saying on Nvidia now. First of all, we believe we are interested in the information on Yahoo Finance's Nvidia ticker page, as Nvidia's stock price has risen again in the past five sessions.
00:37 Brian Sotzi
For me, it is a great sign that you are doing homework on Nvidia and want to continue working on the most important stocks in the market. Good job, friends.
00:46 Brian Sotzi
The second is visible on the portfolio change chart, and the community may have added NVIDIA positions. why? Fundamentals guarantee that. I think you've seen this from the homework you've been doing. Also good work.
01:00 Brian Sotzi
This is Nvidia's final point, which still looks cheap from stocks of X from his friend and mentor Jim Cramer before 5am today.
01:08 Brian Sotzi
Stocks will only be traded at 28 times the estimated number for Nvidia for the next fiscal year. That's not bad at all. There are some great points about the gym.
01:17 Brian Sotzi
So what's the play here for investors? Still with me, Victoria Fernandez, Brooke DiPalma and Angi Leifrey. Victoria, I said earlier on the show, so I'll start with you, you own Nvidia. It's a core retention for you. We know of bullish cases.
01:31 Brian Sotzi
Having a big position at Nvidia means what keeps you at night?
01:36 Victoria Fernandez
Yes, my concern with Nvidia is to avoid some of the things we've already talked about. Concerns that they may not get a return on investment from all the cup devices they put out there and from these transactions they have introduced.
01:54 Victoria Fernandez
Some of them are very circular, right? You talked about Nvidia, which invests in open AI, doing business with Oracle. So, this cycle can be going on, is it kind of self-supporting, or rather it's a little bit of its own, um, um, um
02:13 Victoria Fernandez
There's no better word, it has its own little bubble. How supportive is it? I need to look at the return on investment coming from all the maintenance that goes out. If not, it's a concern for me and something we have to rethink some of our positioning.
02:29 Brian Sotzi
Victoria Victoria, are you ignoring news from China related to nvidia?
02:42 Victoria Fernandez
I don't think you can ignore it. It's a big part of their business and the fact that they can do these deals in China, but I wasn't sure they could do it before. So you looked at the last revenue, China wasn't included, right? With the story they had there. Therefore, the fact that you can enter and ink these transactions, create that part of your core business and move it forward for revenue generation. I think that's a huge part of the company. That's what they need to do and they're successful. So I think that's definitely positive for them.
