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Does Warren Buffet's new CEO acquiring AI stocks ?

Nvidia’s Stock Trades at a Juicy Discount, According to BofA

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He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>","collect":0,"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>Nvidia’s Stock Trades at a Juicy Discount, According to BofA</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\">\nNvidia’s Stock Trades at a Juicy Discount, According to BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-09 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVYY":"GraniteShares YieldBOOST NVDA ETF","SHOC":"Strive U.S. Semiconductor ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","CLSE":"Convergence Long/Short Equity ETF","NVD":"2倍做空NVDA ETF-GraniteShares","CIBR":"First Trust NASDAQ Cybersecurity ETF","NVII":"Rex NVDA Growth & Income ETF","IETC":"iShares U.S. Tech Independence Focused ETF","NVDB":"ProShares Ultra NVDA ETF","OND":"ProShares On-Demand ETF","IXN":"iShares Trust S&P Global Informa","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","NVDD":"1倍做空NVDA ETF-Direxion","CGDG":"Capital Group Dividend Growers ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","VT":"世界全股市ETF-Vanguard","07388":"XI二南英伟","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","VGT":"信息技术ETF-Vanguard","OGIG":"ALPS O'Shares Global Internet Giants ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","ARTY":"ISHARES FUTURE AI & TECH ETF","FDTX":"Fidelity Disruptive Technology ETF","VERS":"PROSHARES METAVERSE ETF","ESUM":"EVENTIDE US MARKET ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","07788":"南方两倍做多英伟达","CGGO":"Capital Group Global Growth Equity ETF","TTEQ":"T. Rowe Price Technology ETF","NVDU":"2倍做多NVDA ETF-Direxion","PTF":"Invesco Dorsey Wright Technology Momentum ETF","NULC":"Nuveen ESG Large-Cap ETF","METV":"Roundhill Ball Metaverse ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","USD":"ProShares Ultra Semiconductors","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","NVDW":"NVDA周配息ETF-Roundhill","SOXQ":"Invesco PHLX Semiconductor ETF","NVDX":"2倍做多NVDA ETF-T-Rex"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650130209","content_text":"Investors are being too hard on Nvidia and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the PHLX Semiconductor Index jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with Broadcom.But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.Meanwhile, Nvidia is trading at a discount to peers such as Microsoft and Apple, “despite similar AI opportunities and memory-cost pressures,” Arya said.Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.Nvidia’s stock closed up 3.7% on Wednesday.","news_type":1,"symbols_score_info":{"NVDB":0.6,"NVDG":0.6,"07388":0.6,"NVII":0.6,"IXN":0.6,"WTAI":1.5,"MAGY":1.5,"NVDU":0.6,"LFGY":0.6,"NVDO":0.6,"CLSE":0.6,"CGGO":0.6,"METV":0.6,"NVDQ":0.6,"FDTX":0.6,"ANV":0.6,"NVYY":0.6,"YMAG":1.5,"PTF":1.5,"NVDA":2,"DIPS":0.6,"VERS":1.5,"SOXQ":0.6,"USD":0.6,"ARTY":0.6,"NULC":0.6,"CGDG":0.6,"TYLG":0.6,"ESUM":0.6,"BULZ":1.5,"NVD":0.6,"NVDS":0.6,"07788":0.6,"NVDY":0.6,"OND":1.5,"NVDX":0.6,"VGT":0.6,"NVDL":0.6,"SHOC":0.6,"CIBR":0.6,"CHAT":0.6,"NVDW":0.6,"OGIG":0.6,"NVDD":0.6,"TTEQ":0.6,"IETC":0.6,"VT":0.6}},"isVote":1,"tweetType":1,"viewCount":10,"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":42,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/583956204323920"}