SoftBank's Masayoshi Son Says Nvidia Stock Is Undervalued. Here's Another Artificial Intelligence (AI) Stock I Think Is a Better Bargain.

Motley Fool11-20 19:16

The market for generative AI is expected to continue growing for years, and Nvidia may be best positioned. Even so, the semiconductor landscape has many other budding players -- some of them ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2484197770?lang=en_US&edition=fundamental","thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F798024%2Fgettyimages-1125894475.jpg&op=resize&w=165&h=104","is_english":true,"pubTime":"2024-11-20 19:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2484197770","market":"us","top_or_hot":-1,"title":"SoftBank's Masayoshi Son Says Nvidia Stock Is Undervalued. Here's Another Artificial Intelligence (AI) Stock I Think Is a Better Bargain.","media":"Motley Fool","content":"<div>\n<p>The market for generative AI is expected to continue growing for years, and Nvidia may be best positioned.\n\n\n\n\n\n\n\nEven so, the semiconductor landscape has many other budding players -- some of  them ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/20/softbanks-masayoshi-son-says-nvidia-stock-is-under/\">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>SoftBank's Masayoshi Son Says Nvidia Stock Is Undervalued. Here's Another Artificial Intelligence (AI) Stock I Think Is a Better Bargain.</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\">\nSoftBank's Masayoshi Son Says Nvidia Stock Is Undervalued. Here's Another Artificial Intelligence (AI) Stock I Think Is a Better Bargain.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-20 19:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/20/softbanks-masayoshi-son-says-nvidia-stock-is-under/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market for generative AI is expected to continue growing for years, and Nvidia may be best positioned.\n\n\n\n\n\n\n\nEven so, the semiconductor landscape has many other budding players -- some of  them ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/20/softbanks-masayoshi-son-says-nvidia-stock-is-under/\">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":"03160","symbol_name":"华夏日股对冲","start_time":0,"source_url":"https://www.fool.com/investing/2024/11/20/softbanks-masayoshi-son-says-nvidia-stock-is-under/","article_id":"2484197770","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F798024%2Fgettyimages-1125894475.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484197770","pubTimestamp":1732101360,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Masayoshi Son recently suggested that investors are not pricing in Nvidia's future opportunities in the AI market.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"03160":"华夏日股对冲","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDS.UK":"LS -1X NVIDIA","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","QCOM":"高通","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","NVD2.UK":"2X NVIDIA ETP","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4512":"苹果概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SNVD.UK":"LS -1X NVIDIA","NVD":"GraniteShares 2x Short NVDA Daily ETF","2NVD.UK":"2X NVIDIA ETP","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4529":"IDC概念","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SFTBY":"软银集团","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","3NVD.UK":"LS 3X NVIDIA","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares","NVDA":"英伟达","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"translate_title":"软银的孙正义表示英伟达股票被低估。这是另一只我认为更划算的人工智能（AI）股票。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SFTBY":1,"NVDA":1,"QCOM":0.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"03160":0.6},"content_text":"The market for generative AI is expected to continue growing for years, and Nvidia may be best positioned.\n\n\n\n\n\n\n\nEven so, the semiconductor landscape has many other budding players -- some of  them becoming forgotten.\n\n\n\n\n\n\n\nQualcomm is executing on its turnaround plan, and the stock is a better bargain than Nvidia right now.\n\nIn my eyes, the most critical piece of infrastructure powering artificial intelligence (AI) is semiconductors. From storage to memory, quantum computing, machine learning, and a host of other generative AI applications, semiconductors represent the backbone supporting the broader AI thesis.If you've been following chipmakers over the last couple of years, then you will find it no surprise that Nvidia (NVDA 4.89%) has emerged as the most influential company in the AI realm. And yet despite its shares gaining 752% in just the last two years, famed investor Masayoshi Son of SoftBank recently proclaimed that Nvidia stock is undervalued.Son's logic was that the total addressable market (TAM) for generative AI is expected to witness robust growth over the next several years. Not only is this an obvious tailwind for Nvidia, but the company's industry-leading roster of graphics processing units (GPU) architecture separates it from the competition in a considerable way; therefore, Nvidia may actually be able to acquire the majority of incremental market share that Son is projecting. Should this be the case, Nvidia stock looks like a no-brainer.While Son could be correct, I'm not allowing Nvidia's dominance to overshadow other opportunities in the chip space. Below, I'm going to detail why I see Qualcomm (QCOM 0.13%) as an alternative to investing in Nvidia, and one that I think is a better opportunity right now.Qualcomm is quietly emerging as an AI starAlthough Qualcomm is a semiconductor company, its underlying business is quite different to that of Nvidia. Nvidia specializes in making GPUs that are used for generative AI development. By contrast, Qualcomm's Snapdragon architecture is primarily focused on powering mobile phones or even Internet of Things (IoT) devices.For the company's fiscal year (ended Sept. 29), Qualcomm generated $38.9 billion in revenue -- up just 9% year over year. While this level of growth might seem uninspiring, keep in mind that Qualcomm has spent the last several quarters in turnaround mode -- underscored by cost-cutting efforts and reigniting growth in its core handsets (phone) business.In my eyes, Qualcomm's efforts are starting to bear fruit. While revenue only grew in the low single digits during the first half of fiscal 2024, Qualcomm demonstrated an impressive turnaround in the second half as sales rose by 11% during the third quarter and by 19% in the fourth quarter.On top of that, Qualcomm's net income and earnings per share (EPS) both increased by 40% year over year in fiscal 2024. I'll take mundane revenue growth in exchange for this level of profitability growth any day. And what's even better is how Qualcomm will be allocating some of this newfound profit.Image source: Getty Images. 15 billion reasons to love Qualcomm stock right nowAs part of its recent earnings report, Qualcomm's management announced that the company's board of directors approved a $15 billion stock buyback program. I like this idea, and I find this move as an enticing way to deploy some of the company's excess cash flow in a way that rewards shareholders.Is Qualcomm stock a buy right now?In the chart below, I've benchmarked Qualcomm against a peer set of other semiconductor stocks using the forward price-to-earnings (P/E) multiple. I see the forward P/E as a useful benchmark because it can help indicate how a company's outlook is perceived relative to its peers. With a forward P/E of just 14.3, investors appear to be placing a considerable discount on Qualcomm's growth prospects when compared to many of its cohorts.QCOM PE Ratio (Forward) data by YChartsFundamentally speaking, the valuation trends illustrated in the chart would suggest that Qualcomm could be seen as an undervalued opportunity among the broader semiconductor stock landscape. When you combine the new $15 billion share repurchase program on top of these trends, I tend to think that Qualcomm's management sees this dynamic and believes the stock is undervalued.While Son's assessment of Nvidia's potential could be accurate, I see Qualcomm stock as a more compelling opportunity right now given its valuation disparity compared to peers. To me, Qualcomm is trading at a bargain and I think the stock is a no-brainer right now for investors with a long-term time horizon.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.2","shortVersion":"4.29.2","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/2484197770"}