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 Gainers📈 & Losers📉

Our Biggest Gainers & Losers of the Day in the $100,000 Build Portfolio

For the 21st October 2024:

• It’s Not Too Late!⏰

It’s Not Too Late!⏰

76% are millionaires. 1 in 3 are worth over $20 million.

Those are the stats on employees at Nvidia thanks to their stock options. And this AI bad boy isn’t out of juice yet. It’s up over 4% today as the race to a $4 trillion market cap heats up.

I’m up over 20% on my current holdings of Nvidia & the plan is to keep adding to the position. If you’re not in already, I don’t think it’s too late.

Here’s why. 👇️ 

Microsoft have just included Nvidia’s new Blackwell chips in its Azure cloud. They’ve paired them with a super-efficient closed-loop liquid cooling system. If you’re not a tech nerd, that’s like strapping a jet engine onto a sports car. And this combo doesn’t just deliver crazy computing power. It’s cheaper to run too.

In the world of AI, running & cooling these chips makes energy companies rich with the amount of electricity it uses. If you can figure out a way to do it better & cheaper, say hello to fatter margins. And it looks like they might’ve done it.

That’s all great but why does that mean it’s not too late? Why should you care as an investor?

Because that leaves Nvidia knocking on the door of becoming something even bigger. A one-stop shop for AI.

AI hardware & software all in once place.

Imagine you were decorating your house. If you could get the wall paper, the paint, the flooring & all the accessories in one place, you’d probably do that. Make your life easier. Better than going store to store & trying to piece it all together.

And the store that could do that would probably have more customers & make more money.

Nvidia is going to be that store for AI developers so they can get everything they need in one place.

No more piecing together bits of tech from different vendors to make a Frankenstein AI. Nvidia’s CUDA & cuDNN software ecosystem is already bit in the game helping its hardware deliver max performance. Now, with Blackwell & liquid cooling tech on board, Nvidia will lock in customers for the long haul.

 Is the price right? 💰️ 

Now don’t get me wrong, I said you’re not too late but I didn’t say Nvidia was cheap.

We’re talking a forward P/E ratio around 45x, which might get some raised eyebrows. Or make you choke depending on how much you’ve been exposed to tech valuations. But let’s be real. Nvidia has traded from 25x to 70x in recent years, so the current valuation isn’t outrageous.

And it’s worth paying the premium for a quality stock with a complete solution for AI which is a space that is just getting started. If you believe that to be true (which I do), then holding Nvidia is a no brainer.

I think of AI today as the internet in it’s early days & I’ll be kicking myself if I don’t have a decent amount of exposure down the line. That’s assuming it doesn’t also have something like the dot.com bubble…..

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That’s all! See you same time tomorrow 👋 

P.S Hit reply & let me know what you thought of today’s newsletter. All feedback is welcomed ❤️