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Has Nvidia's “inflection point” arrived when the Rothschild family cleared their positions and reduced their holdings?

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侃見財經 Jun 8, 2023 18:28 · 25.3k Views
More than three times in half a year was the market's “affirmation” of Nvidia, but the sharp rise in stock prices also divided the market.

According to Bloomberg on June 2, asset management agency Edmond de Rothschild's global chief investment officer (CIO) Benjamin Melman revealed that the company has been oversupporting Nvidia since the end of 2020, but it has now made some profits, and its current position is “far smaller.”

And behind this company is the Rothschild family, the century-old European financial giants.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to EleBank. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Transcript
  • 00:01 The unexpected explosion of AI has sparked a global craze for computing power
  • 00:05 With the support of Microsoft, Google and other companies, AI is becoming a new outlet for global technology
  • 00:11 Recently
  • 00:12 Nvidia
  • 00:13 But it crossed the trillion-dollar market capitalization door
  • 00:16 The threshold has created its own legend, even though it has not been able to stand firm
  • 00:20 However, this does not prevent its position as a leader in the industry more than three times in half a year
  • 00:24 It was the market that gave Nvidia an affirmation, but the sharp rise in stock prices also caused differences in the market
  • 00:29 According to Bloomberg's June 2 news, the asset management agency's global chief investment officer revealed
  • 00:34 What about the company
  • 00:34 Since the end of 2020, it has always been Nvidia's superior
  • 00:38 However, at present, part of the profit has been settled, and now I have it
  • 00:41 An inch is far smaller
  • 00:43 And behind this company is the century-old European financial giant Rothschild family
  • 00:48 The company currently manages more than 79 billion dollars in assets, and the Swiss franc is about 87.1 billion US dollars
  • 00:54 Afterwards, they began to reduce their holdings all the way. Nvidia reached the first quarter of 2018
  • 00:59 The company held Nvidia shares, less than 10,000 shares. Nvidia's stock price at the time
  • 01:03 It has also risen to around 60 dollars
  • 01:06 Just like Tesla under the new energy boom, what if it were an agency that had too much growth
  • 01:10 There will be differences
  • 01:11 Therefore, the reduction of the Rothschild family's holdings was also rationally cashed out at the same high level as them
  • 01:16 There is also Asłoff Damodaran, a famous contemporary investment valuation expert known as the godfather of valuation
  • 01:23 According to relevant media reports, Damodaran began in 2017
  • 01:27 I just invested in Nvidia. On May 30, Damodaran said
  • 01:30 Nvidia was still in my portfolio until this morning
  • 01:33 I finally cut it out of my portfolio because I can't bear this kind of rise
  • 01:38 The market capitalization increased by 300 billion dollars in a week, which is challenging the absolute limit of sustainable value
  • 01:44 In other words, Damodaran cleared Nvidia
  • 01:48 According to Damodaran's estimates, it is currently in the AI chip industry
  • 01:52 Nvidia's market share is 80%, and the market size is $25 billion
  • 01:57 Even after ten years, the size of the industry reached 350 billion
  • 02:01 Nvidia's market share of 100% is not enough to support Nvidia's current market capitalization
  • 02:06 According to Kanjian Finance, the trend of two to three years is currently a mainstream global trend
  • 02:11 Referring to Tesla's peak, its market capitalization also broke through the trillion-dollar mark
  • 02:16 The valuation of the NEV industry can be re-evaluated
  • 02:19 However, as the storm passed, Tesla's stock price plummeted all the way down
  • 02:23 Currently, Nvidia may face the same situation as Tesla at the time
  • 02:27 Overall, the Rothschild family drastically reduced their holdings
  • 02:31 It has already sent a signal that Nvidia is already overrated
  • 02:35 So, I can't see the finance
  • 02:36 I think we should look at the current AI industry rationally to avoid becoming a falling pig