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Are NVidia And AI Stocks In A Boom Or A Bubble? | Nucleus Investment Insights

Posted on by Samuel Kerr
01
Jun
NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades.

 

Data centre revenue, which is the largest part of NVidia’s revenues, is expected to double over the next 90 days.

But revenues have been volatile. For example, NVidia’s gaming revenues halved last year, probably due to Etherium (a crypto-currency) moving to proof of stake.

On one hand, NVidia is not cheap relative to the market, trading on 45 times next year’s earnings. On the other hand, if it can double revenues over the next 90 days, then it might be looking a lot cheaper a lot sooner.

In this week’s investment podcast Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look at the question of whether NVidia and AI stocks are in a boom or a bubble.

 

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Samuel Kerr

Samuel is Nucleus Wealth's Head of Advice. He has a Master's of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.

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