Here’s Why Nvidia (NVDA) Is A Long Game, Longer Than You Think

Insider Monkey12-24 00:29

Nvidia has lately been in the headlines for all the wrong reasons. They are having trouble shipping Blackwell GPUs, facing regulatory pressure in China, and justifying to the US government how its ...

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/2493176028?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/JpDzRWKoRS_vjWpEj22sFg--~B/aD0xMDgwO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/3cdfc6984f75eb9c4dba5deb13ce85cf","is_english":true,"pubTime":"2024-12-24 00:29","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2493176028","market":"us","top_or_hot":-1,"title":"Here’s Why Nvidia (NVDA) Is A Long Game, Longer Than You Think","media":"Insider Monkey","content":"<div>\n<p>Nvidia has lately been in the headlines for all the wrong reasons. They are having trouble shipping Blackwell GPUs, facing regulatory pressure in China, and justifying to the US government how its ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-nvidia-nvda-long-game-162901441.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","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>Here’s Why Nvidia (NVDA) Is A Long Game, Longer Than You Think</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\">\nHere’s Why Nvidia (NVDA) Is A Long Game, Longer Than You Think\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 00:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-nvidia-nvda-long-game-162901441.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has lately been in the headlines for all the wrong reasons. They are having trouble shipping Blackwell GPUs, facing regulatory pressure in China, and justifying to the US government how its ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-nvidia-nvda-long-game-162901441.html\">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":"LU0079474960.USD","symbol_name":"联博美国增长基金A","start_time":0,"source_url":"https://finance.yahoo.com/news/why-nvidia-nvda-long-game-162901441.html","article_id":"2493176028","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/JpDzRWKoRS_vjWpEj22sFg--~B/aD0xMDgwO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/3cdfc6984f75eb9c4dba5deb13ce85cf"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2493176028","pubTimestamp":1734971341,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Nvidia has lately been in the headlines for all the wrong reasons. They are having trouble shipping Blackwell GPUs, facing regulatory pressure in China, and justifying to the US government how its chips ended up in China’s hands. Amidst all this, its stock has hardly gone anywhere in the last 6 months but is still up 174% this year!We all know that when Nvidia rallies, it rallies like no other stock. So when is the next rally coming?Nvidia is 5th on our latest list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 193 hedge fund portfolios held NVDA at the end of the third quarter which was 179 in the previous quarter. While we acknowledge the potential of NVDA as a leading AI investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVDA but that trades at less than 5 times its earnings, c","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0079474960.USD":"联博美国增长基金A","NVDS.UK":"LS -1X NVIDIA","AAPL":"苹果","NVD3.UK":"LS 3X NVIDIA","3NVD.UK":"LS 3X NVIDIA","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","NVDA":"英伟达","NVD2.UK":"2X NVIDIA ETP","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0971096721.USD":"富达环球金融服务 A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVIW.SI":"NVDA 3xLongSG261006","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","2NVD.UK":"2X NVIDIA ETP","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC"},"translate_title":"这就是为什么英伟达(NVDA)是一场漫长的游戏，比你想象的要长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"AAPL":0.9,"NVDS":0.6,"MACW.SI":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"Nvidia has lately been in the headlines for all the wrong reasons. They are having trouble shipping Blackwell GPUs, facing regulatory pressure in China, and justifying to the US government how its chips ended up in China’s hands. Amidst all this, its stock has hardly gone anywhere in the last 6 months but is still up 174% this year! We all know that when Nvidia rallies, it rallies like no other stock. So when is the next rally coming?\nThe question isn’t easy to answer. We believe it is much easier to bet on Nvidia’s long-term prospects rather than trying to predict its next bull run. It could be the next earnings report, or it could be the emergence of an AI-associated technology that requires even more Nvidia GPUs to run.\n\nOn the flip side, Big Tech could surprise us by reducing its spending. Others may claim there are enough Nvidia GPUs out there and we don’t need more. When the crypto boom of 2021 arrived, everyone wanted to buy GPUs. This skyrocketing demand resulted in a price surge, with chip companies bringing in record revenues. But as soon as the demand died down, all of a sudden there were enough GPUs in the market and consumers had no need to upgrade.\nWe could have something similar happen with the GPUs now. At some point, AI demand may die down and the existing hardware enough to satisfy the market. When that happens, a 50% correction can’t be ruled out, just like the one that happened in 2022.\nSo what’s the long-term play here then? Here’s what we think. Nvidia has already sold a high number of GPUs. With the Blackwell variant, it will continue to sell more in the near future. Then what? We believe it is similar to how Apple moved on from iPhone. iPhone sales were the driver of Apple’s growth for a long time, just like GPU sales are now driving Nvidia’s growth. Apple pivoted to the services segment once it had enough devices in its ecosystem. Nvidia could do something similar to monetize its existing GPUs.\nIt isn’t too far-fetched to think that Nvidia could venture into the cloud computing business at some point in the future. If Amazon and Google can make their own chips and not buy from Nvidia, Nvidia can build its own cloud so it doesn’t have to rely on cloud service providers to monetize its GPUs. There isn’t any evidence to suggest that this may happen. But if investors are in it for the long run, they won’t be disappointed by Nvidia's management. After Blackwell, there will be more innovation.\nNvidia is 5th on our latest list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 193 hedge fund portfolios held NVDA at the end of the third quarter which was 179 in the previous quarter. While we acknowledge the potential of NVDA as a leading AI investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: $30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley and Jim Cramer Says NVIDIA ‘Has Become A Wasteland’.\nDisclosure: None. This article was originally published at Insider Monkey.","kind":"highlight","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":"4.29.3","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/2493176028"}