
Beth Kindig
@Beth_Kindig • 177,924 subscribers
Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Videos

Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.
Beth Kindig905,406 просмотров • 9 месяцев назад

There will be a moment when companies are able to monetize AI to where capex costs are absorbed. In terms of the ability to monetize AI, this is being proven as we speak with OpenAI exhibiting the fastest run rate from $0 to $20 billion in all of tech’s history. I joined Bloomberg Technology to discuss how the incoming AI monetization wave can help absorb elevated capex costs, and how the AI accelerator market will widen beyond Nvidia $NVDA and benefit other firms such as Broadcom $AVGO.
Beth Kindig130,779 просмотров • 6 месяцев назад

Charles Payne Charles V Payne and I have been talking about Nvidia $NVDA for years. Earlier today, we discussed one of the most important statements Jensen Huang has ever made - one that reframes how investors should think about Nvidia’s next phase of growth. Watch below ⬇️
Beth Kindig65,951 просмотров • 3 месяцев назад

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA
Beth Kindig67,346 просмотров • 6 месяцев назад

Ahead of earnings yesterday, I stated on Charles V Payne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030.
Beth Kindig87,100 просмотров • 1 год назад

At GTC, Jensen Huang answered the most important question for Nvidia $NVDA investors this year. I also explain why valuation is the great equalizer for this stock – along with my prediction for which quarter this year Nvidia will likely explode higher. Charles V Payne
Beth Kindig92,324 просмотров • 1 год назад

Never underestimate Wall Street on missing the big picture with $NVDA. In Q3, analysts nitpicked margins despite Nvidia reporting 2X higher revenue than predicted coming into this year. Hear my thoughts on Q3 in this 10 minute interview with David Ingles and Haidi Lun Stroud-Watts 伦海迪 at Bloomberg Asia.
Beth Kindig110,050 просмотров • 1 год назад

The transition from server-scale to a rack-scale AI systems company is key as to why Nvidia $NVDA has further room to run. In the clip below, I also describe the opportunity that Nvidia is poised to capture that will be as large as the AI hardware opportunity. Maggie Lake
Beth Kindig57,616 просмотров • 9 месяцев назад

Nvidia and its suppliers are the best trade of the year – the question that remains is timing. There is $100 billion pointed at the NVL 72 systems, if these were shipping in volume (and on time), the supply chain would be on fire right now – is what I mean by timing. $NVDA $SMH You can’t put $100 billion into production for one SKU and ship in volume without a splash in the large supply chain that builds these AI systems. There was no splash (yet). I also pointed out yesterday before the bell that investors do better when proxies participate – whether that’s suppliers providing a clear, green light or an ETF like SMH, which is 14% off ATHs. The Street was exuberant going into the print, aggressively raising price targets -- yet, Nvidia's stock has been range bound for 9 months stuck between $110 and $150. The much-needed catalyst is likely arriving in H2. 👇
Beth Kindig83,623 просмотров • 1 год назад