ToughCoyote
02-23

$NVIDIA Corp(NVDA)$  The key to stock price breaking $800: Earnings guidance, B100 expectations and historical chip $Nasdaq100 Bear 3X ETF(SQQQ)$  $Semiconductor Bull 3X Shares(SOXL)$  $Nasdaq100 Bull 3X ETF(TQQQ)$  $Advanced Micro Devices(AMD)$  comparison

Recently, whether Nvidia's stock price can exceed $800 has become the focus of heated market discussions. In order to analyze this issue more comprehensively, we not only combined Nvidia's market performance, financial report data and B100 expectations, but also compared its previous generations of chips.

1. Market performance and financial report data

Nvidia's stock price has performed well over the past year, rising more than 350%, and its market value has reached a staggering $1.71 trillion. The market's confidence continues to grow, and well-known investment banks such as Bank of America and Goldman Sachs have raised their target prices to $800. In addition, Nvidia's financial report data in the past few quarters have also exceeded market expectations, providing strong support for the rise in stock prices.

2. Expectations of B100

Nvidia's upcoming B100 chip is seen as an important catalyst for its stock price. Morgan Stanley believes that the B100 will be a game-changer for artificial intelligence, even more powerful than the previous generation flagship AI chip H100. This expectation makes the market full of expectations for Nvidia's future development.

3. Comparison of previous generations of chips

A100 and A800: A100 is the latest high-performance computing chip launched by Nvidia. It adopts the new Ampere architecture and has up to 16 billion transistors. Its performance is more than 2 times higher than that of the previous generation. The A800 is another high-performance computing chip. Although it is based on the same architecture as the A100, it is slightly inferior in performance and functionality.

Tegra series: NVIDIA adopts a stack-core strategy on the Tegra series of chips, of which Tegra2 is popular for its unique power consumption control and powerful comprehensive performance. Compared with the A-series chips, the Tegra series focuses more on performance optimization and power consumption control of mobile devices.

4. Risks and Opportunities

Although Nvidia has shown strength in terms of market performance, earnings data and B100 expectations, investors still need to pay attention to potential risks. Currently, the market is enthusiastic about call options betting on Nvidia, and the put-to-call ratio is at a historically low level, which may mean that the market's expectations for Nvidia are too optimistic. Nvidia's stock price may face the risk of a correction once its earnings report or B100's market performance is not as good as expected.

@Daily_Discussion I'm @TigerStars @MillionaireTiger @Tiger_chat 

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