Is NVIDIA a Buy?

Motley Fool2021-04-30

NVIDIA (NASDAQ:NVDA) is enjoying strong demand for its graphics processing units (GPUs) across several markets, such as artificial intelligence, robotics, and 5G networking. While these areas present ...

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Comments

Taylorx
2021-05-03
Taylorx
Like pls
kino318
2021-05-02
kino318
Go go go
CL777
2021-05-02
CL777
Too expensive
- CL777:
  [Great]
- Sheryl85:
  yea
Shadowrider
2021-05-01
Shadowrider
How to buy
Emperor83
2021-05-01
Emperor83
High demand for graphic cards for mining computers !!
chuahweihuan
2021-04-30
chuahweihuan
Strong demand in GPU computing. Also, ARM architecture would help NVIDIA to develop high performance chips like APPLE M1.

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While these areas present ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/29/is-nvidia-a-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NVIDIA a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs NVIDIA a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/29/is-nvidia-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) is enjoying strong demand for its graphics processing units (GPUs) across several markets, such as artificial intelligence, robotics, and 5G networking. While these areas present ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/29/is-nvidia-a-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://www.fool.com/investing/2021/04/29/is-nvidia-a-buy/","article_id":"2131330495","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2131330495","pubTimestamp":1619772641,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The graphics specialist is innovating and expanding into new money-making opportunities.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"英伟达是买进吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":0.9},"content_text":"NVIDIA (NASDAQ:NVDA) is enjoying strong demand for its graphics processing units (GPUs) across several markets, such as artificial intelligence, robotics, and 5G networking. While these areas present massive growth opportunities, investors are being asked to pay a steep price right now.\nThe shares currently trade at lofty valuation levels after a blistering run, so investors shouldn't expect the stock to deliver another 1,600% gain like it did over the previous five years. But NVIDIA still has lucrative opportunities emerging in software that could keep the business humming along.\nHow NVIDIA stock returned 1,600% in five years\nNVIDIA has been on fire. Strong performance from its two largest segments -- gaming and data center -- resulted in revenue and earnings per share increasing by 53% and 73%, respectively, in fiscal 2021 (which ended in January).\nImage source: NVIDIA.\nIt's not surprising that the stock price more than doubled over the last year, bringing its trailing five-year return to 1,610%. What fueled that impressive run was mostly NVIDIA's data center business. High growth in that segment not only caused revenue growth to accelerate but also caused NVIDIA's profits to explode, since data center products generate a higher gross margin than the rest of the business. This fueled stellar growth in earnings per share and wealth-building returns for investors.\nThe shares are now priced for perfection at an exuberant price-to-earnings (P/E) ratio of 90. That is more than twice the P/E level five years ago. Stocks follow earnings in the long run, but stock prices can't increase faster than the rate of business growth forever.\nThis doesn't mean NVIDIA can't perform well enough to send the stock higher from here, but the company can't afford a stumble either. In the near term, it is navigating through supply shortages of chips for gaming and data centers. While management believes they have enough supply to meet the demand for the full year, they will have to execute extremely well.\nThat said, let's look at why it might be worth buying shares at these levels.\nWhy it's worth paying up for NVIDIA stock\nIn my experience investing in growth stocks, it's usually worth paying up for great companies. I've learned to consider valuation loosely. The reason is that investors tend to underestimate how long a company can grow. This is especially true of high-growth companies like NVIDIA that have massive opportunities to expand.\nHere are just a few examples of what NVIDIA is doing that speak to big return potential.\nNVIDIA is starting to describe itself more as a platform company, not just a chip supplier. It now provides software tools, software development kits, and applications on top of the hardware (GPUs) to allow enterprises to customize the chip to their specific needs.\nFor example, NVIDIA AI Enterprise is a software platform that significantly reduces the time it takes for an organization to develop artificial intelligence solutions in the data center and cloud. NVIDIA offers this software with a perpetual license fee charged for each CPU socket, and it also comes as a subscription service. Management sees NVIDIA AI Enterprise as a multi-billion-dollar opportunity.\nAnother catalyst that might be underestimated by investors is the well-publicized deal to acquire Arm Holdings from Softbank Group (OTC:SFTB.Y) (OTC:SFTBF) for a total transaction value of $40 billion. It's currently going through intense scrutiny by regulators in various countries. The reason is that NVIDIA stands to gain a dominant position in the global semiconductor industry since Arm's chip design is used in 90% of smartphones worldwide. Arm will also strengthen NVIDIA's position in other high-growth markets, including Internet of Things, cloud, self-driving cars, and robotics.\nStill, some investors might be losing hope that the deal will go through. Citi analyst Atif Malik sees just a 10% chance that NVIDIA walks away with Arm. On the flip side, NVIDIA CEO Jensen Huang recently stated that the deal is still on track to be completed by 2022.\nAt this point, a completed transaction could bolster NVIDIA's share price, since there appears to be a diminishing expectation that the deal will happen at all. If NVIDIA wins Arm, management expects the deal to be immediately accretive to NVIDIA's adjusted gross margin and earnings per share.\nNVIDIA's future is wide open\nEven if the Arm deal fails to get approval, NVIDIA is well-positioned for a bright future. It's in the process of widening its competitive moat, creating a stickier ecosystem of hardware and software tools that should cement its future growth trajectory. Management previously estimated its total addressable market in data center at $100 billion, and that was before the recent unveiling of \"Grace\" -- NVIDIA's first CPU designed for the world's most powerful computers.\nNVIDIA is an essential technology provider for the future of computing across major sectors like healthcare and transportation. That might be enough reason to at least start a small position in the stock even at these high valuation levels.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":108311601,"gmtCreate":1619999951703,"gmtModify":1704337050524,"author":{"id":"3565441185903042","authorId":"3565441185903042","name":"Taylorx","avatar":"https://static.tigerbbs.com/84412f9fbac6499d2be3af213b212654","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3565441185903042","authorIdStr":"3565441185903042"},"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108311601","repostId":2131330495,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":101408547,"gmtCreate":1619927687189,"gmtModify":1704336473759,"author":{"id":"3578134255896974","authorId":"3578134255896974","name":"kino318","avatar":"https://static.tigerbbs.com/e983f44b7853b7b8c10f1b3f6e19dc68","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3578134255896974","authorIdStr":"3578134255896974"},"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101408547","repostId":2131330495,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":101268147,"gmtCreate":1619917375689,"gmtModify":1704336268982,"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3560241002253187","authorIdStr":"3560241002253187"},"htmlText":"Too expensive&nbsp;","listText":"Too expensive&nbsp;","text":"Too expensive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101268147","repostId":2131330495,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4196070,"gmtCreate":1619920312228,"gmtModify":1680786565682,"authorId":3560241002253187,"author":{"id":3560241002253187,"idStr":"3560241002253187","authorId":3560241002253187,"name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.20","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":101268147,"type":1,"supId":4195555,"prevId":0,"content":"[Great]","text":"[Great]","html":"[Great]"},{"id":4195555,"gmtCreate":1619918141854,"gmtModify":1680786563994,"authorId":3563253186452228,"author":{"id":3563253186452228,"idStr":"3563253186452228","authorId":3563253186452228,"name":"Sheryl85","avatar":"https://static.tigerbbs.com/b7a9183a9332355f694e2f0af874b0ed","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":101268147,"type":1,"supId":0,"prevId":0,"content":"yea","text":"yea","html":"yea"}],"langContent":"EN"},{"id":103774534,"gmtCreate":1619828110328,"gmtModify":1704335370997,"author":{"id":"3582060513966213","authorId":"3582060513966213","name":"Shadowrider","avatar":"https://static.tigerbbs.com/5a097dc665f46a3e5b535d2fd63e682b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582060513966213","authorIdStr":"3582060513966213"},"htmlText":"How to buy","listText":"How to buy","text":"How to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103774534","repostId":2131330495,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":103415222,"gmtCreate":1619800167566,"gmtModify":1704272623956,"author":{"id":"3573044472526394","authorId":"3573044472526394","name":"Emperor83","avatar":"https://static.tigerbbs.com/c5b04a4469f74e041a644258b5e42df1","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573044472526394","authorIdStr":"3573044472526394"},"htmlText":"High demand for graphic cards for mining computers !!&nbsp;","listText":"High demand for graphic cards for mining computers !!&nbsp;","text":"High demand for graphic cards for mining computers !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103415222","repostId":2131330495,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":103267048,"gmtCreate":1619788729284,"gmtModify":1704272375938,"author":{"id":"3582542839042354","authorId":"3582542839042354","name":"chuahweihuan","avatar":"https://static.tigerbbs.com/f63803cf3640e27f1b3ebea9fa1593cf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582542839042354","authorIdStr":"3582542839042354"},"htmlText":"Strong demand in GPU computing. Also, ARM architecture would help NVIDIA to develop high performance chips like APPLE M1.","listText":"Strong demand in GPU computing. Also, ARM architecture would help NVIDIA to develop high performance chips like APPLE M1.","text":"Strong demand in GPU computing. Also, ARM architecture would help NVIDIA to develop high performance chips like APPLE M1.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103267048","repostId":2131330495,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":34,"commentSize":27,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2131330495"}