126.15K Followers
Rida Morwa is a former investment and commercial Banker, with over 35 years of experience. He has been advising individual and institutional clients on high-yield investment strategies since 1991.
» Read more about: Your Retirement Needs Magnificent Income, Bigger Than Bank Interest Rates »
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.”
The skeptical panelist remains a “big believer” in being in the “second inning of AI,” but trimmed NVIDIA because “there is no opportunity for them to change the narrative.” The core friction: Hyperscaler CapEx is modeled by the Street to grow roughly 10%,
» Read more about: NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC »
We just covered
Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) ranks #6 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks).
Cathie Wood’s Stake: $279,823,368
Think of Amazon and AWS,
» Read more about: Why Amazon (AMZN) is a Top AI Stock Pick of Cathie Wood? »
We just covered
Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD) ranks #3 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks).
Cathie Wood’s Stake: $551,414,664
Advanced Micro Devices Inc (NASDAQ:AMD) does not need to beat Nvidia to be a winner.
Billionaire investor Paul Tudor Jones recently told CNBC that advances in AI remind him of Microsoft’s rise in the 1980s and the pre-dotcom-bubble of the 90s.
“I kind of think Claude [in] January of this year, would be the equivalent of when Microsoft came out in ’81,” Jones said on CNBC’s “Squawk Box”
The market has consistently reached new all-time highs over the last few months. But no bull market can last forever, and right now may be a smart time to look at the big picture.
To be clear, nobody knows exactly what the market will do, especially in the near term. Even the best stock market metrics can’t predict the future,
© wellesenterprises / iStock
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers.
Shiba Inu (SHIB +1.03%) is currently trading nearly 93% below its October 2021 peak of around $0.000088. While some investors may expect a rebound after such a steep decline, the reality seems more complicated.
Image source: Getty Images.
Larger cryptocurrencies such as Bitcoin and Ethereum benefit from stronger real-world use and broader investor support.
» Read more about: Prediction: This Popular Cryptocurrency Could Hit $0 by Year-End 2026 »
3.58K Followers
I analyze securities based on value investing, an owner’s mindset, and a long-term horizon. I don’t write sell articles,
The money you’re putting aside for retirement isn’t coming out of thin air. Rather, you’re no doubt working hard to save that money, perhaps by limiting your spending or hustling to fund your IRA or 401(k).
Since building retirement savings takes effort, you may be inclined to take a cautious approach to investing.
» Read more about: The Risky Retirement Investing Move No One Talks About »
