Nvidia may be entering a ‘limitless’ era: Investor

nvidia (NVDA) Teflon-like stock maybe With some swipes As the year winds down, a new chapter awaits dear AI market – and with it, more The growth quarters are impressiveAs experts and investors believe.

“Nvidia is printing money like Apple did in the early days of the iPhone,” said Gerber Kawasaki, head of wealth and investment management. Ross Gerber said on Yahoo Finance Catalysts (Video above) He later added: “The opportunity for AI is fairly limitless at this point.”

Gerber, who has been an investor in Nvidia for the past decade after it soared in popularity for its high-performance gaming chips, believes the company is entering the “next phase” of growth.

This growth will be fueled by the rapid global build-out of AI infrastructure, largely powered by Nvidia’s leading chips.

“NVIDIA is not an expensive stock, but it is not a cheap stock,” Gerber said. “But the actual profits they’re making and their monopoly position in the chip business makes the next five years look really good for Nvidia.”

He added: “I definitely won’t get rid of it now.” “So for investors, Nvidia should be part of your portfolio just like Apple and Microsoft.”

Excitement about what lies ahead for Nvidia is evident in retail investor inflows.

Nvidia has attracted $30 billion in retail investor inflows so far this year. According to data from Vanda Research. It makes Nvidia the most popular stock among retail investors in 2024, ahead of the SPDR S&P 500 ETF (spy), with inflows of $15.3 billion, and Tesla (TSLA) worth $14.7 billion.

However, some traders chose to get off the Nvidia rocket ship this month.

New Dow Jones Industrial Average component stocks It rose just 0.7% in the past month. The Dow Jones is down 10% in the past month, while the S&P 500 has lost about 1.7%.

Nvidia shares are still up 181% year to date.

The stock is facing a moment of soul-searching, according to a semiconductor analyst at Bank of America Vivek Arya. This is related to several factors, including implementation issues while trying to move forward with groundbreaking innovation Concerns about exposure to China before Potential tariffs from a returning President Trump.

“Some of these (issues) relate to company-specific strengths,” Arya said He said this on Yahoo Finance’s inaugural podcast (Listen below), “And some of these forces are market forces.”

Switching to Nvidia’s Blackwell AI chip – which won Yahoo Finance Product of 2024 Arya explained that the prize – it was not smooth, and this worried the bulls.

The story continues