The conductor of Portfolio throws cold water on the Nvidia stock bounce

Dan Niles Fund Manager has dropped cold water NvidiaThe final recovery price for the Monday fee, warns that chipmaker’s stock does not go below.

Shares In Nvidia, 16.9% entered Monday after the Chinese Startup Deepseee has made his claim Free, a large open source language model In two months, they cost $ 6 million, a part of the cost of other important agents.

They have these developments arouse concern How much money will invest large AI technology companies, NVIDIA shares, achieving the key to AI chipmaker.

“No one questioned whether they are questioning whether they are questioning. How much Capex you need to train before training, after training,” Niles, Creative and Portfolio Management in Niles investment, Tuesday Tuesday Cnbc.

After fell by Monday’s fee, more than $ 595 Billion entered the company’s assessment, The largest decline in the single-day market In the register – Nvidia shares rose by 9% on Tuesday, but Niles has a gloomy prediction looking for a US chipmaker.

“I think investors need to be careful,” said CNBC’s Sri Jegarath and Chery Kang on Tuesday “Squawkbox Asian”.

Nvidia bounced “completely”, “but estimates are 50% if they are growing up to 50% if they are growing up to 50%, there are a lot of problems from here.”

A Declaration of CNBC on MondayNvidia welcomed the creation of the Chinese AI competition. Secaseeek A model of the R1 model called “ai excellent progress”, “the US-chipmaker indicates that it is the possibility of processing units or GPUs for its graphics.

Microsoft bets

Niles is also trying to create Deepsees whether the potential to break the relationship between the AI ​​sponsor MicrosoftOpenai and Nvidia.

Microsoft has been the engine behind the creator of the Creator, which aroused the creator of AI Boom. Microsoft has thrown Nearly $ 14 billion dollars Upon launching AI so far.

“Although the biggest issue of AI, and the largest customer of Nvidia,” Niles said that Microsoft’s Cap-Ex Growers “is basically until June.”

“And that’s how it’s a way of thinking, that is, what is the return of the investment on what you have spent so far?” He said.

“And the answer is not for them, so we will have to see how it plays.”