Category: Nvidia
The analysis published under this category are as follows.
Tuesday, November 05, 2024
Nvidia Numero Uno in Count Down to President Donald Pump Election Victory / Companies / Nvidia
By: Nadeem_Walayat
Dear Reader
It's voting day in the US election 2024 and if you don't know already my consistent view since the start of the year has been that Donald Trump will beat Kamala Harris and enter the Whitehouse for the second time as illustrated by my recent video.
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Monday, October 28, 2024
Nvidia Numero Uno Selling Shovels in the AI Gold Rush / Companies / Nvidia
By: Nadeem_Walayat
Folk need to realise that the likes of Chat GPT are mere milestones and not the final destination. As I have said before OpenAI will probably soon become a footnote in the history books. LLM's are a toy compared to what's to come but this also means all those companies going all in on LLM's won't survive or not capitalise on their investments. This is what a bubble looks like, inflated on ever higher expectations as is happening with LLM's when they are just toys. We are probably looking at the top of the LLM's bubble that will give way to the next phase in this building AI bubble where what remains at the core of the AI mega-trend is Nvidia with it's GPU's now rebranded as a family of AI processors or which more accurately should be called compute accelerators. So it was well past the time for Nvidia to become the NEW Numero Uno, with Google nudged to 2nd place in my Quantum AI tech stocks portfolio as we watch Nvidia getting rich by selling AI shovels to ALL of the tech giants. And in this case the shovels have an expiry date as they become OBSOLETE! At the maximum for most applications the life span of the infrastructure Nvidia is selling is 5 years! So not only is the Accelerated Compute market growing, all of the hardware also needs to be refreshed every 4-5 years!
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Sunday, June 16, 2024
Will NVDA Crash the Market? / Companies / Nvidia
By: Stephen_McBride
I recently had an important talk with my Executive Editor Chris Reilly about Nvidia’s (NVDA) huge influence on the stock market.Can this once-in-a-lifetime company continue to propel markets higher… or is the stock market now topping out?
Our transcribed conversation follows.
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Saturday, June 15, 2024
NVIDIA Stock Market: Price Prediction for the Future / Companies / Nvidia
By: Mark_Adan
NVIDIA Corporation, a global leader in graphics and AI technology, has consistently demonstrated robust financial performance and innovative prowess. Investors and analysts closely monitor its stock, anticipating future growth and profitability.
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Wednesday, May 22, 2024
Nvidia NVDA Stock Earnings Rumble After Hours / Companies / Nvidia
By: Nadeem_Walayat
Whilst the S&P has been cool as a cucumber there has been a lot of action in individual stocks, especially out of hours, for instance on Monday JBL spiked lower pre-market to $108 triggering target buys at $111 and $109 then shortly on opening reversing higher to currently stand at $122. With several more instances of such price action, never mind speculation of an Eth ETF sending crypto's higher.
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Thursday, April 18, 2024
Cisco Then vs. Nvidia Now / Companies / Nvidia
By: Submissions
Owen Williams writes: We have been watching the S&P 500 and Nasdaq-100 melt-up since the minor correction ending in October 2023. While the narrative around a Fed “pivot” on rates sparked the turnaround, it is obvious since we started 2024 that the indexes are rising purely on momentum in a handful of stocks which are leading development of artificial intelligence (AI). Notably this is Nvidia, a semiconductor foundry, along with Meta and Microsoft.
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Sunday, April 07, 2024
AI Revolution and NVDA: Why Tough Going May Be Ahead / Companies / Nvidia
By: EWI
"These things could get more intelligent than us"
The topic with all the buzz these days is Artificial Intelligence (AI) and its future.
The potential benefits include automating repetitive tasks, enhancing productivity, data analysis, assisting in medical applications -- and more.
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Tuesday, December 12, 2023
Expect the AI Election to Get Wild / Companies / Nvidia
By: Stephen_McBride
I’m “up before the enemy” on this wet and windy morning here in Dublin.
Here’s what I’m thinking…
Thursday, November 09, 2023
NVIDIA Stock Trend Analysis / Companies / Nvidia
By: Nadeem_Walayat
Nvidia is another nut waiting to crack. It's pending a break below $400 to target sub $330, which if achieved I imagine would overshoot down towards $260. So Nvidia has huge downside potential, hence why I only hold 1% of target exposure but it needs to break below $400 to kick start the bulk of the down move.
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Thursday, October 19, 2023
All Eyes are on Nvidia NVDA Stock / Companies / Nvidia
By: Nadeem_Walayat
$433 - EGFS 106%, 203%, PE 141, 201% of range, Fundamentals 3.9
The buying range for Nvidia is $322 to $262, which would take a spectacular collapse of 26% on the current price to the top of the range, never mind the waterfall of 40% down to $262, so the buying range is a tough ask which are a function of the fact of Nvidia's over valuation, as was the case during the 2nd half of 2021 there is no point in chasing after overvaluation a lesson learned by all those who held on during the roller coaster ride from $330 down to $110. So yes it is possible that Nvidia pulls another rabbit out of the hat and all we get was the drop to $400, that is the reality of the stock market, you don't always get what you want. And no, you can not invest with the benefit of hindsight!
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Saturday, September 02, 2023
Is Nvidia NVDA Stock Price about to Crash 90%? / Companies / Nvidia
By: Stephen_McBride
Nvidia (NVDA) is the stock of a lifetime.
It’s surged 500%+ since I recommended it to my readers back in 2018.
And it just printed the best earnings results I’ve ever seen. I’ll tell my grandkids about how I was alive to see these numbers.
But its stock has tripled since January. And investors are asking: Is it time to take profits?
Today, I’ll tell you where I see Nvidia heading over the next six months.
Sunday, June 11, 2023
Nvidia Blow Off Top - Flying High like the Phoenix too Close to the Sun / Companies / Nvidia
By: Nadeem_Walayat
Nvidia has gone nuts! EGF's are very strong at +44% and +84%, too strong! Discounting too much growth. I know Nvidia well and yes there is very high demand for their AI Chips, but many of their most recent GPU releases i.e. the RTX 4070 and RTX 4060Ti are POOP in terms of price per performance i.e. one is better of buying last gen than their most recent releases. And then we have the 127X P/E ratio for a stock trading on a market cap of $967 billion! So I sold 12% at $383, and I am now just 2% invested.
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Wednesday, May 24, 2023
Will Nvidia NVDA Stock Price CRASH on Earnings? Trend Forecast / Companies / Nvidia
By: Nadeem_Walayat
Nvidia reports earn gins tomorrow Wednesday after the close, Whilst AI IS real. what is unreal is the bubble that is Nvidia's stock price .trading on a PE of 94, so whilst EGF's are strong at +8% and +58%, the stock price has long since left fundamentals of 3.9 behind to go into full FOMO mode. and if any stock is going to fall hard on earnings then that stock is Nvidia and with it one would expect an S&P correction. So how low could Nvidia blow find out in this video, and I also take a look at the prospects for Tesla.
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