NVDA relies on a few big compa

NVDA relies on a few big companies for income and all of them are developing their own chips. I think that NVDAs competitive advantage will disappear over the next year or two and margins will be squeezed.

@AI_Dig：Is NVIDIA Pricey? Wall Street: A Once-in-a-Lifetime Opportunity!

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I think that NVDAs competitive advantage will disappear over the next year or two and margins will be squeezed.</body></html>","text":"NVDA relies on a few big companies for income and all of them are developing their own chips. I think that NVDAs competitive advantage will disappear over the next year or two and margins will be squeezed.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/362497953919136","repostId":361944239763584,"repostType":1,"repost":{"magic":2,"id":361944239763584,"tweetId":"361944239763584","gmtCreate":1729393404526,"gmtModify":1729477075791,"author":{"id":10000000000010844,"idStr":"10000000000010844","authorId":10000000000010844,"authorIdStr":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","vip":8,"userType":8,"introduction":"/","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":390,"starInvestorFlag":false},"themes":[{"themeId":"6bb70c32683f4e41843849549a4404fc","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"TSM Enters $1Trln Club: Does the Foundry Has Potential to Double Again?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6bb70c32683f4e41843849549a4404fc}&rnconfig={\"headerBarHidden\": true}","description":"TSM's net profit rise to T$325.3 billion ($10.11 billion), beating the estimate of T$300.2 billion.\nPrompted by the stellar earnings, TSMC entered $1trln market club and hit $212. So far, the stock nearly doubled in 2024.\n--------------\nWill the foundry giant has potential to double again?\nWill you take profit or chase high?","image":"https://community-static.tradeup.com/news/4743a5ae1938e8f34d9036ec76d9f1e6"}],"images":[{"img":"https://community-static.tradeup.com/news/87d45e4ad11c6c4f6dff3167e4237905","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/093a4d02bde9e5dfb338698a70207c41","width":"1080","height":"1616"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/87d45e4ad11c6c4f6dff3167e4237905","width":"560","height":"240"}],"title":"Is NVIDIA Pricey? Wall Street: A Once-in-a-Lifetime Opportunity!","html":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's stock has surged nearly 180% this year, with a forward price-to-earnings (P/E) ratio of over 40 times. This has sparked intense debate on Wall Street about whether it's \"too expensive.\" Among the top seven U.S. tech giants, NVIDIA has outperformed, leaving <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> behind by more than 116%.<img src=\"https://community-static.tradeup.com/news/87d45e4ad11c6c4f6dff3167e4237905\" tg-width=\"560\" tg-height=\"240\">Recently, analysts like Vivek Arya and Duksan Jang from Bank of America described buying NVIDIA as a \"once-in-a-generation opportunity.\" They believe the stock’s valuation remains attractive, with a price/earnings to growth (PEG) ratio of just 0.6x, far below the 1.9x average of the other \"Mag 7\" companies.Goldman Sachs also chimed in, stating that NVIDIA’s pricing is reasonable, close to its three-year median P/E ratio and lower than its historical valuation relative to peers.<h2 id=\"id_803356909\">3 Seasons Bullish on NVIDIA</h2>Bank of America continues to see NVIDIA as a strong buy, driven by several key factors:- Recent Industry Events: These include <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ’s earnings, <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ’s AI developments, meetings with <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> and <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> , rapid large language model releases, and hyperscalers' capital expenditure trends. Additionally, NVIDIA’s management is handling the “insane demand” for Blackwell chips.- Undervalued Partnerships and Software: NVIDIA’s corporate partnerships (with companies like <a data-mention-id=\"ACN\" class=\"teditor-mention\" data-mention-name=\"Accenture PLC\" href=\"https://ttm.financial/S/ACN\">$Accenture PLC(ACN)$</a> , <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> , and <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> ) and its software products (like NIM services) are underappreciated.- Free Cash Flow Potential: NVIDIA is projected to generate $200 billion in free cash flow over the next two years.Bank of America forecasts NVIDIA’s earnings per share (EPS) to grow by 13%-20% in FY25-26 and has raised its price target to $190, suggesting a 37.7% upside from Friday’s closing price. Additionally, they expect NVIDIA's EPS to more than quintuple by 2027, bringing the P/E down to a more moderate 24x.<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/093a4d02bde9e5dfb338698a70207c41\" tg-width=\"1080\" tg-height=\"1616\"> <h2 id=\"id_2956658213\">Strong Fundamentals for Future Growth</h2>Goldman Sachs also highlights NVIDIA’s robust fundamentals, with AI investments starting to pay off, Blackwell chip production ramping up, and the company’s formidable “moat.” Key drivers like Sovereign AI, autonomous driving, and humanoid robots are seen as vital to NVIDIA’s current and future growth in AI.Goldman anticipates Blackwell products will follow the expected growth trajectory, with revenue reaching billions in the first quarter of next year and further increasing by April and beyond.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's stock has surged nearly 180% this year, with a forward price-to-earnings (P/E) ratio of over 40 times. This has sparked intense debate on Wall Street about whether it's \"too expensive.\" Among the top seven U.S. tech giants, NVIDIA has outperformed, leaving <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> behind by more than 116%.<img src=\"https://community-static.tradeup.com/news/87d45e4ad11c6c4f6dff3167e4237905\" tg-width=\"560\" tg-height=\"240\">Recently, analysts like Vivek Arya and Duksan Jang from Bank of America described buying NVIDIA as a \"once-in-a-generation opportunity.\" They believe the stock’s valuation remains attractive, with a price/earnings to growth (PEG) ratio of just 0.6x, far below the 1.9x average of the other \"Mag 7\" companies.Goldman Sachs also chimed in, stating that NVIDIA’s pricing is reasonable, close to its three-year median P/E ratio and lower than its historical valuation relative to peers.<h2 id=\"id_803356909\">3 Seasons Bullish on NVIDIA</h2>Bank of America continues to see NVIDIA as a strong buy, driven by several key factors:- Recent Industry Events: These include <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ’s earnings, <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ’s AI developments, meetings with <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> and <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> , rapid large language model releases, and hyperscalers' capital expenditure trends. Additionally, NVIDIA’s management is handling the “insane demand” for Blackwell chips.- Undervalued Partnerships and Software: NVIDIA’s corporate partnerships (with companies like <a data-mention-id=\"ACN\" class=\"teditor-mention\" data-mention-name=\"Accenture PLC\" href=\"https://ttm.financial/S/ACN\">$Accenture PLC(ACN)$</a> , <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> , and <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> ) and its software products (like NIM services) are underappreciated.- Free Cash Flow Potential: NVIDIA is projected to generate $200 billion in free cash flow over the next two years.Bank of America forecasts NVIDIA’s earnings per share (EPS) to grow by 13%-20% in FY25-26 and has raised its price target to $190, suggesting a 37.7% upside from Friday’s closing price. Additionally, they expect NVIDIA's EPS to more than quintuple by 2027, bringing the P/E down to a more moderate 24x.<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/093a4d02bde9e5dfb338698a70207c41\" tg-width=\"1080\" tg-height=\"1616\"> <h2 id=\"id_2956658213\">Strong Fundamentals for Future Growth</h2>Goldman Sachs also highlights NVIDIA’s robust fundamentals, with AI investments starting to pay off, Blackwell chip production ramping up, and the company’s formidable “moat.” Key drivers like Sovereign AI, autonomous driving, and humanoid robots are seen as vital to NVIDIA’s current and future growth in AI.Goldman anticipates Blackwell products will follow the expected growth trajectory, with revenue reaching billions in the first quarter of next year and further increasing by April and beyond.</body></html>","text":"$NVIDIA Corp(NVDA)$ 's stock has surged nearly 180% this year, with a forward price-to-earnings (P/E) ratio of over 40 times. This has sparked intense debate on Wall Street about whether it's \"too expensive.\" Among the top seven U.S. tech giants, NVIDIA has outperformed, leaving $Meta Platforms, Inc.(META)$ behind by more than 116%. Recently, analysts like Vivek Arya and Duksan Jang from Bank of America described buying NVIDIA as a \"once-in-a-generation opportunity.\" They believe the stock’s valuation remains attractive, with a price/earnings to growth (PEG) ratio of just 0.6x, far below the 1.9x average of the other \"Mag 7\" companies. Goldman Sachs also chimed in, stating that NVIDIA’s pricing is reasonable, close to its three-year median P/E ratio and lower than its historical valuation relative to peers. 3 Seasons Bullish on NVIDIA Bank of America continues to see NVIDIA as a strong buy, driven by several key factors: - Recent Industry Events: These include $Taiwan Semiconductor Manufacturing(TSM)$ ’s earnings, $Advanced Micro Devices(AMD)$ ’s AI developments, meetings with $Broadcom(AVGO)$ and $Micron Technology(MU)$ , rapid large language model releases, and hyperscalers' capital expenditure trends. Additionally, NVIDIA’s management is handling the “insane demand” for Blackwell chips. - Undervalued Partnerships and Software: NVIDIA’s corporate partnerships (with companies like $Accenture PLC(ACN)$ , $ServiceNow(NOW)$ , and $Oracle(ORCL)$ ) and its software products (like NIM services) are underappreciated. - Free Cash Flow Potential: NVIDIA is projected to generate $200 billion in free cash flow over the next two years. Bank of America forecasts NVIDIA’s earnings per share (EPS) to grow by 13%-20% in FY25-26 and has raised its price target to $190, suggesting a 37.7% upside from Friday’s closing price. Additionally, they expect NVIDIA's EPS to more than quintuple by 2027, bringing the P/E down to a more moderate 24x. Strong Fundamentals for Future Growth Goldman Sachs also highlights NVIDIA’s robust fundamentals, with AI investments starting to pay off, Blackwell chip production ramping up, and the company’s formidable “moat.” Key drivers like Sovereign AI, autonomous driving, and humanoid robots are seen as vital to NVIDIA’s current and future growth in AI. Goldman anticipates Blackwell products will follow the expected growth trajectory, with revenue reaching billions in the first quarter of next year and further increasing by April and beyond.","highlighted":1,"essential":2,"paper":2,"link":"https://ttm.financial/post/361944239763584","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","META","AVGO","NOW","AMD","MU","ACN","TSM","ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2125,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":73,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":169,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/362497953919136"}