Bloomberg Technology
Any Nvidia Dip Should Be Bought: I/O Fund’s Kindig
Analysts are too low in their estimates for Nvidia, according to I/O Fund Lead Tech Analyst Beth Kindig. She discusses her expectations for Nvidia’s growth with Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…
Bloomberg Technology
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Bloomberg Technology
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@Skilliard
August 26, 2025 at 4:12 pm
I find it amusing watching analysts that completely missed Nvidia in 2022 suddenly going all in on the stock at 60x earnings. Every major tech company is working on deploying their own custom chips & cutting out Nvidia entirely. Nvidia is going to face significant margin pressure from Amazon Trainium/Inf2, AMD, and Google Cloud.
Nvidia’s sales can be described as a windfall- big tech had to buy as much Nvidia hardware as possible to avoid being left behind in the AI race. But now they’ve had time to develop their own hardware which delivers better inference performance per dollar than Nvidia, they don’t need to continue to grow their Nvidia orders.
And this is all assuming that the AI boom continues at its current pace – 95% of AI investments are failing to deliver a positive ROI, as per a MIT study. I think analysts are making a big mistake pricing Nvidia based on the assumption of perpetual growth, rather than this boom being a cyclical windfall.
I would much rather own SK Hynix at 6x earnings, which is the leading producer of HBM for AI chips. Even if Nvidia loses market share to AMD, AWS, Google cloud, etc, SK Hynix is still supplying HBM
@hppavilionf50
August 26, 2025 at 4:28 pm
I don’t think Nvidia is worried about losing market share to AWS chips. AWS said that their chips serve a different purpose, customer, and price point. Google isn’t a serious competitor (at least not yet).
@u-dumbass
August 26, 2025 at 4:33 pm
Are you stupid?
1) Beth was bullish on Nvidia before 2022.
2) All tech companies are not chip companies. Google and Amazon can not replicate what Nvidia does full time and for a living. That’s like asking Burger King to compete with Chipotle. They don’t have the experience and know how to just show up and start doing it.
3) Even if they match the inference, they don’t have the ecosystem, such as the software or the ability to link up multiple GPUs to pull more juice.
4) The analysts see the AI boom continuing and the supply constraints validate it.
5) Feel free to go buy Comcast with a 5 PE, if you are stuck on PE ratios.
@o__sama
August 26, 2025 at 5:45 pm
People think google,meta, msft and amazon will keep spending half their profits on capex, not only that, but that they will keep increasing it 40% every year. The music will stop, I’ll give it another year. But people can head to the exit long before that.
@yagao9983
August 26, 2025 at 7:10 pm
she has been long nvidia since 2017-2018
@David-Nord
August 26, 2025 at 7:12 pm
@Skilliard
Gosh, I just noticed your username, it’s the same name I always see on Reddit spreading the same FUD about NVDA. Is this what you do for a living?
@alexanderrose1556
August 26, 2025 at 4:13 pm
A 6 trillion market cap for NVIDIA is an insane valuation prediction..
@TRAVELCHENG
August 26, 2025 at 7:04 pm
I don’t think is too much in 1 year time frame
@devincoyne
August 26, 2025 at 7:33 pm
Dozen eggs went from 3 to 8 dollars. Why can’t the largest companies go from 3 trillion to 6 trillion?
@HRaychin
August 26, 2025 at 5:04 pm
She said not long ago Nvidia will hit 10 trillion market cap ^^
@sonicwave02
August 26, 2025 at 7:00 pm
That must be by end of decade
@o__sama
August 26, 2025 at 5:41 pm
is this a cathie wood parody ? Is this real or someone is playing a joke on us !
@ashleyking3865
August 26, 2025 at 9:13 pm
No, Kindig is more balanced.
@Nvidia.Dreamer
August 26, 2025 at 6:02 pm
Beth Kindig, and perhaps Stacy Rasgon, are the most technical analysts covering U.S. semiconductors and AI.
@oncaphillis
August 26, 2025 at 6:25 pm
pump…pump…,
@matt.stevick
August 26, 2025 at 7:46 pm
nvda eve! luv u beth kindig. 💚🖤📈