NVDA / NVIDIA Corporation

"Everyone's doing everything they can humanly do to buy these Nvidia chips... there's at least another two, three years, if not five, that is going to point to Nvidia having a lot…

"The fact that Nvidia trades at 11 times forward earnings is kind of crazy given how much money the rest of the hyperscalers are raising just to be able to buy their chips." He al…

'If you just want to buy a great company and get maybe like a 15-20% return per year, I don't think you'll find a better deal than something like Nvidia and even some of the hyper…

The speaker explicitly says 'the answer is buy Nvidia' and highlights that Nvidia gets 75% gross margins on all the data center financing, making it a core beneficiary of AI infra…

Tanner: "this could be an opportunity to buy into the weakness cuz I do think eventually Nvidia and Micron and Broadcom and all of these guys, they're going to have to step up"; a…

"Given the reset we've had, Nvidia's not aggressive... those valuations are heavily heavily discounted." He also argues SpaceX's 20GW buildout is all Nvidia chips: "you'd imagine…

Neil: 'You wonder why I sold all my Tesla and bought all my Nvidia in 2025' — 'Nvidia grows at 90%. And it's a 20 times forward PE', arguing it is far cheaper than Tesla with the…

包括英偉達，我認爲英偉達這個位置也是可以考慮的，但稍微等一等，等它低位鈍化結束。因爲周線上英偉達來到了強支撐位置，這裡是一條上漲趨勢線。第一買點可能就是 200 左右是一個比較好的買點，最好等低位鈍化結束，英偉達就可以考慮進場布局。

Speaker's largest position and core of his AI data-center thesis: "I think if you're invested in Nvidia, if you're invested in any of the Neil clouds, if you're invested in any of…

"This is why Nvidia, if I can pump my bags a little bit more... they can charge more for Vera Rubin... so they can hold up those 75% gross margins. Pump it." Also: "Nvidia is way…

Speaker calls NVIDIA the leader of semiconductors and of the whole US market: 估值在這5隻芯片股當中最低, 增長最強, 盈利能力名列前茅. Buy/open levels given around 208 and 199; below 200 he will add toward…

"Nvidia, AMD, Broadcom, a lot of the big ones will still do well" — he repeatedly stresses demand/supply for compute remains tight; calls out NVDA recovering from the low near 210…

Sam: 'I don't know how you cannot be bullish Nvidia... I think we see 300 bucks by the end of next year.'

Bought the dip in his solo 401k: "$1,000 into Nvidea at 182" — one of four semis he added, framing it as a long-term retirement-account purchase during the AI/semi selloff.

Neils plans to trim: "The companies that I will be looking to trim over the next like year and a half is going to be Shopify and Nvidia because those two companies alone is like 7…

If you believe in the AI story, you just have to buy those dips... Same thing for Nvidia. Nvidia fell below freaking 230 today... did anything really happen this week that should…

Describes Nvidia as his largest holding ('behind Nvidia'), and notes SpaceX's plan to raise $40 billion to buy Nvidia chips (Vera Rubin) is 'great for Nvidia because they're getti…

Nvidia is doing exactly what it needs to do; holds around 235 and is still going to hit 260, active breakout with pullbacks viable.

Host says he is 'not that interested in selling here' and would trim at 250 and take sizable profits at 275; he remains bullish, saying 'I don't think you could really be bullish…

"It does look like the days of Nvidia below 200 are over... I think this is the month where Nvidia finally gets that breakout. Maybe 245, 250 is on horizon" — cites 70% growth pro…

我認爲這隻股票還是非常值得散戶買入布局長期持有。買點208、196。

標題明確建議激進買入 NVDA 看漲期權，表達看漲預期。

Buy · 維持 · Maintained

Overweight · 維持 · Maintained

Overweight · 維持 · Maintained

Buy · 維持 · Maintained

Video title: 'NVDA，MRVL 分析及買入建議' (NVDA, MRVL analysis and buy recommendations). Description mentions promotional offers for free NVDA stock through moomoo brokerage sign-up.

Mentioned in the context of promotional offers (free NVDA stock for new users) and listed as one of the '4 big tech giants' whose earnings and price levels were analyzed/updated i…

Largest position at ~32.4% (total NVDA exposure ~34–35%). Says NVDA is undervalued, is willing to hold even if it consolidates sideways, and repeatedly says to 'just hold it, keep…

'Take NVDA for example I have over 30% of my portfolio in it' — he is holding NVDA, but says if RKLB 'breaks below 80 to say 70 or 60, an extremely extreme level, then I'll sell N…

Title asks '爲什麼重倉NVDA' — indicates maintaining a heavy/large existing NVDA position.

Position now 17% and he 'will keep adding as it falls' — added on the dip from ~$220 to ~$200e, more aggressively when it broke below $200. Even if it falls to the 182 volume peak…

加倉NVDA

The video title explicitly lists NVDA alongside '買入建議' (buy recommendations), implying a directional bullish call to initiate or add to a position.

Buy · 維持 · Maintained

Overweight · 維持 · Maintained

Overweight · 維持 · Maintained

Buy · 維持 · Maintained

Buy · 維持 · Maintained

Overweight · 維持 · Maintained

Buy · 維持 · Maintained

The video description explicitly lists a promotional offer for depositing funds to receive shares of NVIDIA as a gift, and the title suggests buying 3 stocks in May. The NVDA tick…

Speaker is bullish (看多) on NVDA as stated in the video title: '看多NVDA META MU LITE'.

The video title explicitly announces '5 Major Technologies, Opportunity is Here' with 'Latest Buy/Add Price Points' and mentions free Nvidia stock offers in the description, imply…

「像我持有的英伟达，虽然相较于很多其他热门半导体个股表现一般，不过这么大的体量也是要接近前高了」；并将其列入值得建仓的名单：「比如说阿斯麦、美光、英伟达…适合长期投资者持有」。

視頻標題明確指出'美股7巨頭，價格已到位！買入/加倉價格點位更新'，暗示英偉達作爲美股七巨頭之一，當前價格合適，建議買入或加倉。視頻描述中也多次提及英偉達股票贈送活動，側面印證其爲核心關註標的。

"Do you think NVDA is worth investing in right now? I think it absolutely is... going from $4 trillion to $10 trillion Is easier than going from $1 trillion to $4 trillion" becaus…

Listed among his long stock positions and in the special AI-infrastructure portfolio he intends to hold long-term with full peace of mind.

Title explicitly states '2支被忽略的科技巨頭！分析與買入建議' (2 overlooked tech giants! Analysis and buy recommendations). NVDA is referenced in the title context as one of the overlooked tech gi…

Title frames a '布局策略' and says to choose technical patterns rather than predict the index; NVDA is listed as a placement candidate.

Title states '依然長期看好' (still long-term bullish) on Nvidia after earnings

Overweight · 維持 · Maintained

Overweight · 維持 · Maintained

Buy · 維持 · Maintained

Buy · 維持 · Maintained

Buy · 維持 · Maintained