Gene Munster: Nvidia Stock Could Fall 10-15%, Buy THIS AI Stock Instead

Been beating myself up a bit that I sold my 53 shares of NVDA at $303 each back in May 2023. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.

Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.

I agree that NVDA is seen as the "Stock of the year." I'm interested in identifying potential stocks that could emulate META's growth over the next decade. With $250k allocated for investment, my goal is to retire comfortably.

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

AI Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.

Awesome video, well im pretty much good with my steady earns with coach spencer

If there are better tech companies than Nvidia why didn't they lead the AI movement, Face it, Nvidia has the smartest staff in the world. I hope the stock goes up and they totally miss out.

NVDA Ultra Bear DAN NATHAN is going to be even more mad at NVDA through the end of the year! 😆

I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.

Dan Nathan is NOT interested in learning anything, he just wants to be told, “yes you are right” 😂

Forget about psychology. Even if some purchasers wait for Blackwell to buy, the long waiting list still exists and grows longer as governments, militaries and institutions join the line. At this point hyperscalers making their own GPU's are like automakers making their own tires: it's better to buy from a specialist. By the time H100 is replicated by hyperscalers -the Blackwell will be out in full production at 2x the performance. It's a losing battle. A 10-15% dip would be the greatest gift but I doubt it would happen.

This Nathan dude is a permanent bear !

Deep water trying to explain how they missed NVDA and how unusual it was. Dan should exile himself to an island to never speak of investments again after shorting it last yearZ

Title says "Buy THIS AI Stock Instead" - so which one is it according to them?

Deepwater missed the opportunity of a lifetime so they have no choice but to play it down and protect their ego.

Why would you get out of “the most remarkable thing you ever seen?” I am Longterm and already made life changing results.

Looks like Nvidia is up some more! Buy and hold!

From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Lukas Douglas whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

What Gene should be telling us that the big players will eventually sell and take their profits in hopes it will drive out the weak players and then they will buy again at a much lower price. You can protect yourself by using a stop loss order for 8% than the current price.

Great guest. Thank you.