This New Nvidia Target Left Wall Street Speechless.. - Tom Lee скачать в хорошем качестве

This New Nvidia Target Left Wall Street Speechless.. - Tom Lee

Is the AI trade still alive, or are we heading into a dangerous valuation bubble? In this deep-dive reaction and analysis, we break down why NVIDIA stock is still fundamentally strong, even as investors debate AI valuations heading into year-end. You’ll hear why NVIDIA trades cheaper than Costco, why this is not an AI bubble, and why Wall Street may still be underestimating the scale of what’s coming next. We also cover: • Why Palantir’s valuation is misunderstood • Why NVIDIA is not included in the “AI bubble” narrative • The truth behind Intel’s 18A manufacturing test • Why NVIDIA’s relationship with TSMC, Intel, and the US government matters • Why chip supply constraints are forcing Big Tech to rethink manufacturing • Massive 2026 predictions involving Amazon, Meta, OpenAI, and Elon Musk This video connects the dots between AI spending visibility, valuation multiples, chip shortages, US industrial policy, and what it all means for NVIDIA stock investors heading into the next phase of the AI cycle. ⚠️ If you own NVIDIA stock — or are considering buying — watch this until the end. The final section reveals why AI demand may be far bigger than Wall Street expects, and what that means for NVIDIA’s long-term valuation. ⏱️ TIMESTAMPS (BOOSTS RETENTION + SEO) 0:00 Is the AI Trade Still Alive? 0:23 Why AI Spending Has Clear Visibility 0:39 NVIDIA Valuation Explained (Cheaper Than Costco?) 1:05 Why NVIDIA Is NOT the AI Bubble 8:42 Final Thoughts — What This Means for NVIDIA Stock 🔑 KEYWORDS / TAGS (PASTE INTO TAGS BOX) nvidia stock nvidia ai ai trade nvidia valuation nvidia earnings nvidia stock analysis nvidia news today palantir stock palantir valuation intel stock intel 18a tsmc ai chips us chip manufacturing ai bubble ai stocks semiconductor stocks ai investing nvidia vs intel nvidia vs tsmc ai spending hyperscalers ai amazon ai meta ai openai ipo elon musk ai ai stocks 2026 long term nvidia stock nvidia investors We post *daily videos* covering NVIDIA stock analysis, AI breakthroughs, earnings insights, and expert commentary. ╔═╦╗╔╦╗╔═╦═╦╦╦╦╗╔═╗ ║╚╣║║║╚╣╚╣╔╣╔╣║╚╣═╣ ╠╗║╚╝║║╠╗║╚╣║║║║║═╣ ╚═╩══╩═╩═╩═╩╝╚╩═╩═╝ If you don’t subscribe, *you’ll miss important NVIDIA news, price targets, and market updates* — stay ahead of the curve. 📩 *Business & Sponsorships:* [email protected] --- 📌 What We Cover NVIDIA stock analysis & predictions AI technology updates (Blackwell, GPUs, AI infrastructure) Expert commentary & reactions (Dan Ives, Cramer, analysts) Earnings breakdowns (NVDA Q2, Q3, Q4) AI market trends and stocks benefiting from NVIDIA Long-term investing ideas and market outlook Our goal is to simplify complex NVIDIA and AI news for investors of all levels. --- ⚠️ Copyright & Usage Notice All videos, images, and materials used in this channel are either: ✔ Provided with permission ✔ Used according to the copyright owner’s stated policies ✔ Or used under applicable *fair use* for commentary, news reporting, and education. --- 🔎 Keywords NVIDIA, NVIDIA stock, NVDA, AI tech, AI stocks, stock market, investing, NVIDIA news, NVIDIA stock analysis, NVIDIA earnings, NVDA earnings, NVIDIA stock prediction, NVIDIA price target, NVIDIA AI stock, NVIDIA stock today, NVIDIA stock crash, best AI stocks, top stocks 2025, NVIDIA forecast, NVIDIA 2025, NVIDIA 2030, Jensen Huang, NVIDIA vs AMD, NVIDIA vs Intel, NVDA stock news, NVIDIA Blackwell, GPU technology, NVIDIA AI advancements, AI investing, AI wealth, long term AI stocks, NVIDIA earnings breakdown, NVIDIA Q2, NVIDIA Q3, NVIDIA Q4, AI companies to invest in, AI revolution stocks, Oracle NVIDIA partnership, Broadcom NVIDIA, TSMC NVIDIA, AMD vs NVIDIA GPUs, Intel vs NVIDIA chips, retire with AI stocks, AI millionaire stocks, NVIDIA stock update, best stocks to buy now. --- *📜 Disclaimer* This channel is **for education & entertainment only**. We are **not financial advisors**. Nothing in these videos is financial advice. Always *do your own research* before making investment decisions.