Hello everyone! Today i want to share some trading ideas with you!
1.
Today is the most anticipated earnings day of the Q3 cycle, with $NVIDIA Corp(NVDA)$ set to report after the bell -- here’s why I’m bullish on the company 👇
AI Leadership
• NVIDIA power over 90% of the world’s AI workloads, with its CUDA platform supported by 4M+ developers.
• Omniverse is used by over 700 companies, enabling industrial digital twins & real-time 3D collaboration.
• The data center segment generated $10.3B in revenue in Q2 -- growing 141% YoY.
Big Tech Partnerships
• Big Tech’s CapEx investments surged from Q2 to Q3:
• $Amazon.com(AMZN)$ ($60B → $70B)
• $Alphabet(GOOGL)$ ($44B → $49B)
• $Microsoft(MSFT)$ ($44B → $49B)
• $Meta Platforms, Inc.(META)$ ($29B → $31B)
Gaming Dominance
• GeForce GPUs command over 80% market share in the discrete GPU segment.
Global AI Market Opportunity
• The AI market is projected to grow to $1.6T by 2030, with NVIDIA poised to capture a significant share as the leading AI hardware & software provider.
• NVIDIA leads in edge AI with Jetson, its platform for robotics, drones, & IoT devices -- used by thousands of developers worldwide in a market growing at a 32% CAGR through 2030.
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Comments
What’s your target price for $NVIDIA Corp(NVDA)$ ?