NVIDIA STOCK: Will It Skyrocket or Crash? (Future Predictions)

8 Mar 2025 · 10 min

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Earn Your Leisure Podcast Episode Summary

Episode Title

NVIDIA STOCK: Will It Skyrocket or Crash? (Future Predictions)

Hosts

  • Ian Dunlap
  • Troy Millings
  • Rashad Bilal

Episode Overview In this episode of *Market Mondays*, the hosts analyze the current state of Nvidia's stock and its performance within the broader semiconductor market. They discuss the volatility in Nvidia's stock price, geopolitical concerns, and future predictions for the chip sector.

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Key Discussions

Nvidia's Recent Performance

  • Stock Volatility: Nvidia's stock has experienced significant ups and downs, recently hovering around the $116 mark after a decline, followed by a brief rally.
  • Broader Chip Sector: Key players in the semiconductor sector, including SMH, TSM, and Broadcom, have also seen a downward trend.

Perspectives on the Chip Trade

  • Ian Dunlap's Viewpoint:
  • Considers the chip trade to be "over" in terms of the massive returns seen previously.
  • Cites geopolitical tensions with China as a major concern affecting the industry.
  • Highlights the risks of chip smuggling and competition with Chinese firms.
  • Troy Millings' Counterpoint:
  • Argues that the chip sector is not finished and emphasizes the resilience of American companies like Nvidia, Microsoft, and Apple amidst challenges.
  • Discusses the potential positive impact of Federal Reserve rate cuts and tariff resolutions on economic performance.

Impact of Geopolitical Factors

  • Ceos' Visit to the White House: The hosts speculate on discussions of tariffs and how high-level talks might influence the semiconductor industry.
  • Technological Competition: The conversation touches on the technological rivalry between the U.S. and China, particularly concerning advanced chips.

Future Predictions

  • Long-Term Growth Potential: The hosts generally agree on Nvidia's potential for long-term growth despite short-term uncertainties. Rashad emphasizes the need for a strategic approach for investors:
  • Although the exact timing of Nvidia's stock recovery is uncertain, the hosts encourage recognizing its enduring investment potential.

Conclusion The episode concludes with a call for investors to remain aware of the evolving semiconductor landscape and to consider Nvidia as a long-term investment opportunity amidst global economic influences and competitive pressures.

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Key Takeaways

  • Volatility in Nvidia's Stock: The stock has been on a rollercoaster ride, reflecting broader market trends.
  • Geopolitical Concerns: Geopolitical tensions, particularly with China, pose risks to the semiconductor market.
  • Investment Strategies: Investors should take a strategic approach, focusing on long-term growth potential rather than short-term fluctuations.

Relevant Hashtags

  • #Nvidia
  • #Semiconductors
  • #MarketMondays
  • #InvestingInsights
  • #GlobalEconomy
  • #ChipSector
  • #TradeWars
  • #FinanceTalks

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Sponsors

  • PNC Bank: Encouraging smart financial planning.
  • Square: Simplifying business operations for small businesses.

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This episode is a valuable resource for investors and those interested in technology and finance, providing insights into the intricate dynamics of the semiconductor market and its future direction.

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Transcript

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3:17Switching gears a little bit. NVIDIA reported last week. That was the news of last week. And their stock has gone down ever since. Well, it settled, and then it opened, and it tanked a little bit. And then it closed. There was like a miraculous rally at the end of Friday, and it got back up to 126 and then today, yeah, rollercoaster ride again. So, yeah, so we're seeing the whole chip sector, NVIDIA, hovering around 116. We see SMH down. TSM is down 20. TSM is actually in bare territory. Down 20%. MU, all of these things are down. Broadcom, yep. So and that's the broader stock market has continued to going down and brought a Nasdaq has gone down as well.

4:18So Nvidia is pretty much We're really a negative you today. Mm-hmm. Yeah, like 11 % yeah. Yeah, it's been free for a while

4:33So where are we at with Nvidia? Yeah, you should listen when I tell you some shit gonna fall apart shout out to stock club if you want to know where the price of what it getting go to invest.com um most people in stock club know the real price i see it's getting below 105. might want to look to invest there but okay public service announcement the chip trade is over it's done it's a good investment i'm gonna be real okay okay it's a great investment long term but for everyone who missed out on the last two years, they're not going to get 700 % return off of this trade anymore. And there's a lot of geopolitical concern about if they're smuggling chips into China.

5:14We have to have a real conversation while he's focusing on tariffs that don't matter. We have a war, a technological war going on with China that we could lose. You see a Chinese stock starting to take off and hedge funds are rotating to potentially get in the bubble. Well, that's why I don't think the chip trade is done. It's only going to be a few players. NVIDIA is one of the ones who are going to do well. So they're going to be players. They're going to be good. So I won't go that far. I don't think it's done. I think what we're seeing, obviously, we talked about how the Fed has an impact on the market.

5:52There was supposed to be two rate cuts. Now there might be one. The lingering tariffs on these countries is weighing on the economy. Like, that weighs on the economy. Deep Seek still had an impact, even when we were talking about the AI conversation at Carnegie Hall backstage with some of the leading people in AI. We can say it had an impact. Had an impact. But it was overblown. It was overblown. But it was a Trojan horse. The real concern is all of China teaming up together at the right time to work how well we're doing. And here's what I'm thinking. and it hit me the other night when we talked about all these CEOs going to the White House to speak and we were like, you know, Zuckerberg was there, right?

6:39And everybody was there and then Jensen went. And I'm thinking to myself, like, why are these guys going? Why are these guys going? At some point, do you think they discussed tariffs to China? Because, right? This is probably like one of the prime conversations that they're having. When I looked at the ecosystem system of nvidia prior to the biden administration putting a ban on advanced chips going to china that was 20 of their business that's a huge part of it so now think about that's over the past three years nvidia has had this run without that china component in it can you imagine what that looks like when you get some of that business back even if it's not the ruben even if it's not blackwell yeah we still try to figure out how the hopper got in there 200 000 of them allegedly we don't know how they got in there right we got to figure that part out but i know he's saying 10 and then he's at another 10 but at a certain point the president is a businessman yeah and he has to know he has these tariffs in place yes you're trying to make a stand but you're hurting americans greatest companies apple's going to be affected nvidia is going to be affected microsoft and we've seen it we've seen them pull back they're going to be affected so i don't think chip trade is done i think we got to figure this out right like i think the tab is going to affect tomorrow from mexico and canada yeah yeah i think the china ones start this week as well why are we selling our greatest technology to china unless we know the game's over anyway that's the point we have to talk about if you want to ship blackwell and our best chips to china it's one of two scenarios either jensen doesn't care about america which isn't true for the record or a lot of people on the inside know that the America trade is over and we got to find a way to get every dollar we can, hence a$5 million citizen card.

8:30This is real global business. War. Right. And as Bricks trade is heating up, that's why Zelensky got so much heat. There's a lot of, like the deep sink thing, like you said, was overblown. I think the concern is if that big seven in China, can they beat our big seven? And right now it's looking like yes. So that would be the thing. way where would be the spend if it's not coming from american business that you have like china would be that place right you're not looking at india just yet not yet eu not really africa is not doesn't have the infrastructure so it you kind of are looking at that space right if we look at where all those mag sevens are spending right we had that chart i think you posted it yeah where that capex is going i mean there's a clear sign that is pointing to this company yep that is goes by the name of nvidia i think microsoft was over 20 billion last year yeah insane like everybody is coming so i don't think that trade is over yes there's been some pullback but it's one of these things when you talk about growth over a quarter of 79 and that's not good well i think he the trade is like as far as the entire semi space right and but they lead that you have they go then You have to look at it from this standpoint.

9:45Okay, NVIDIA is down 25 % from his high. Right? Do you think in four years it'll be higher than it is today? Yes. 100%. Right? Then that would be a good investment. Now, do you think in six months? We don't know what's going to happen in six months, three months. So if you're trading it, you have to be careful because long-term projections are positive. You would have to think that if you invest now, it's a good investment for sure, because that's going to double at some point. An illegal alien from Guatemala charged with raping a child in Massachusetts. An MS-13 gang member from El Salvador accused of murdering a Texas man.

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From the publisher

In this engaging clip from Market Mondays, hosts Ian Dunlap, Troy Millings, and Rashad Bilal delve into the latest developments surrounding Nvidia and the broader chip sector. With Nvidia's stock showing significant volatility in recent times, the hosts provide a critical analysis of the factors influencing the semiconductor market and what investors can expect moving forward.


The discussion kicks off with Rashad highlighting Nvidia's recent performance, marking a dramatic roller coaster ride in its stock valuation. Despite an initial decline, the stock witnessed a miraculous rally, stirring an insightful conversation about the broader chip sector, including key players like SMH, TSM, and Broadcom. Ian Dunlap emphasizes the negative year-to-date trajectory of these stocks, setting the stage for an in-depth debate on the future of the chip trade.


Ian asserts that the chip trade, while still a good long-term investment, will not yield the massive returns seen in the past couple of years. He points to geopolitical concerns, particularly tensions with China, as major factors affecting the industry. The potential ramifications of chip smuggling and technological competition between the US and China form a crucial part of the conversation, revealing the complexities of international market dynamics.


Troy Milings counters Ian's viewpoint, suggesting that the chip trade is not entirely over. He stresses the impact of the Federal Reserve's rate cuts and the ongoing tariffs on economic performance, especially referring to discussions with top AI professionals that underscore the market's volatility. Troy posits that despite the challenges, American companies like Nvidia, Microsoft, and Apple are poised to navigate these obstacles, provided that tariffs and geopolitical risks are adequately managed.


The hosts also delve into the strategic maneuvers by tech CEOs visiting the White House and how these high-level discussions could potentially shape the trajectory of the semiconductor industry. Troy suggests that a resolution to tariffs and restoring business relations with China could rejuvenate Nvidia’s performance, reinforcing the need for strategic alliances in maintaining global business competitiveness.


Ian raises a critical perspective on global business wars, drawing attention to the increasing influence of BRICS nations and the intricate dynamics of international competition. The conversation explores how America’s top technology firms can sustain their edge amidst rising challenges from global players, especially those in China.


Despite varying viewpoints, the hosts agree on Nvidia’s potential for long-term growth. Rashad concludes by emphasizing the importance of a strategic approach for investors. Whether Nvidia's stock will attain its previous highs within a specific timeframe remains unknown, but the hosts encourage viewers to recognize the stock’s enduring potential as a long-term investment opportunity.


Join Ian, Troy, and Rashad in this thought-provoking clip as they explore the intricate world of semiconductors, global economic influences, and where the smart money might be heading next. Whether you're an investor or simply interested in the fast-evolving world of technology and finance, this Market Mondays clip offers valuable insights to navigate current trends and prepare for future shifts in the market landscape.


#Nvidia #Semiconductors #MarketMondays #InvestingInsights #GlobalEconomy #ChipSector #TradeWars #FinanceTalks



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