Nvidia to the roof again

Japhz
11-20

Nvidia (NVDA) is trading around 196 USD per share today, near the upper part of its recent range and not far below its 52‑week high of about 212 USD.

Price and basics

• Recent price: about 196 USD on Nasdaq under ticker NVDA.

• Approximate market value: around 4.5 trillion USD.

• Recent daily range has been roughly 183–188 USD, with a 52‑week range of about 87–212 USD.

Today’s driver

• The stock is up recently after Nvidia reported quarterly earnings and guidance that beat Wall Street expectations, easing worries about an “AI bubble.”

• Strong demand for its AI data‑center chips is the main reason revenue and profit are growing faster than forecasts, which has lifted broader tech and index futures.

Quick ratios

• Price/earnings ratio is a bit above 50, which is high versus the broader market and shows investors are paying a premium for expected AI growth.

• Dividend yield is very low (around 0.02%), so the stock is mainly bought for growth, not income.

Challenge NVIDIA: Buy Dip of NVDA or AMZN?
Amazon announced a new in-house AI chip, which the company claims is more “cost-effective” than Nvidia’s. Marvell has acquired Celestial AI, betting on “next-generation optical interconnect technology.” Combined with previous developments such as Google’s TPU and Broadcom’s ASIC, multiple companies are now competing to challenge Nvidia’s chip supremacy. How do you view the growing competition against Nvidia? Are you optimistic about Amazon’s AI chip? Would you chase high of Google? Or buy the dip of Nvidia or Amazon? Amazon still lags behind among Mag 7.
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