Cathie Wood on Nvidia: High Expectations and Value Creation

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Moomoo News Jan 3 04:21 · 26.7k Views

Our exclusive chat with Cathie Wood continues, and this time she's sharing her thoughts on NVIDIA. Let's dive into her insights!

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

Transcript

  • 00:05 NVIDIA, you mentioned,
  • 00:07 will it do as well as some of the other stocks in our portfolio?
  • 00:10 No.
  • 00:11 We think that there are a lot of high expectations
  • 00:14 and there should be.
  • 00:15 I'm not saying it's wrong,
  • 00:17 but
  • 00:18 a lot of that is priced into the stock.
  • 00:20 And if NVIDIA is worth 3 1/2 trillion dollars,
  • 00:24 moving towards
  • 00:26 $4 trillion, the most valuable
  • 00:29 company in the world,
  • 00:31 then it must
  • 00:33 have produced
  • 00:34 in its chips something of very high value to other companies.
  • 00:40 Certainly the cloud companies
  • 00:42 are big beneficiaries, Amazon
  • 00:45 and
  • 00:46 Meta platforms in particular.