What 老李玩钱 said in this video:
- NVDAbullishlong-termThe host discloses holding 180 shares at his target position for the long term, sees fundamentals intact, and expects a return to the prior high of 243 in 2–3 years and possibly new highs in 3–5 years.Source
- NVDAbullishmid-termFor new buyers he suggests gradual left-side batch accumulation is appropriate, though the bottom is not guaranteed; those wanting to add more should wait for next Tuesday's earnings.Source
- NVDAbearishshort-termThe host believes the scandal will keep fermenting and the market needs time to digest it, so NVIDIA has not bottomed and will stay under pressure near-term; no rush to add.Source
- Othernegative for stocksshort-termThe host sees NVIDIA's scandal dragging down the whole semiconductor supply chain while direct competitors benefit.Source
- TSMbearishshort-termSince NVIDIA's chips are fabricated by TSMC, the host expects TSMC's stock to struggle near-term if NVIDIA keeps falling.Source
- ASMLbearishshort-termAs the lithography supplier to TSMC further down the chain, ASML should also be dragged down by the NVIDIA fallout, in the host's view.Source
- AMDbullishshort-termThe host calls AMD, NVIDIA's direct competitor, the biggest beneficiary of the scandal, and discloses his AMD gains have exceeded his NVIDIA losses as the stock rallies without company-specific news.Source
- AVGObullishshort-termThe host argues Broadcom competes with NVIDIA in custom ASIC AI chips, so it also benefits from NVIDIA's troubles.Source