GTC Frenzy: When Will Nvidia Break Out?

Jensen Huang, CEO of Nvidia, highlighted the growth of AI and impact on the company. Huang showed off the company's highly anticipated Blackwell to transform generative AI. -------------- Which part do you like most? Any investing opportunities from the keynote speech? Will Nvidia hit $1000 or not after GTC?

Chip Giant Doesn’t Come Cheap Anymore 😅

$NVIDIA Corp(NVDA)$   NVDA rose 3.1% in Friday's session, bringing its weekly gains to 7.4%. In the process, the shares
achieved their longest weekly winning streak on record, according to Dow Jones Market Data - as they advanced for the 11th week in a row. While some thought Nvidia's stock might come under pressure after the company's annual GTC event, which took place earlier this week, the momentum has continued. Nvidia's stock finished Friday's session at a record all-time closing high of $942.89. That made for its first new record finish since March 7. Missed it during the convention? But fret not! The chip giant is poised to sell more recurring-revenue products, rather than just one-and-done hardware sale
Chip Giant Doesn’t Come Cheap Anymore 😅
avatarYTigger
03-23
Frenzy as it will be.......... .. .   ......
avatarShyon
03-23

GTC 2024 - AI Innovation 🧠

As we all know, GTC is taking place live last week! Nvidia over the years has built a huge ecosystem of the IT industry's top hardware and software manufacturers who build cutting-edge products based on its GPU and other technologies. This week, the Nvidia GTC event provided a forum for showcasing some of those new hardware and software products. Jensen Huang in GTC Nvidia is using GTC to release multiple new technologies. These include its next-generation Blackwell GPU architecture, the much-hyped successor to Nvidia’s Hopper platform, claiming it will enable up to 30 times greater inference performance and consume 25 times less energy for massive AI models. GTC 2024 Nvidia also used the conference to launch its Blackwell-powered DGX SuperPOD aimed at generative AI supercom
GTC 2024 - AI Innovation 🧠
avatarThanhlu
03-23
Yes it will be jumped to the next high 
Nvidia will go bullish this year
avatarJune888
03-21
Will Nvidia go Bullish?  $NVIDIA Corp(NVDA)$   https://www.tipranks.com/news/article/isnt-nvidia-nasdaqnvda-stock-overvalued-not-quite
avatarjayc
03-21
One key takeaway from the ongoing GTC is that Nvidia's AI empire has taken shape with strong partnerships from TSMC and other Taiwanese makers, such as those major server ODMs.  $NVIDIA Corp(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  
$NVIDIA Corp(NVDA)$   I just listened in on NVIDIA GTC24 Financial Analyst QnA. Long term price target of $NVDA for me is $2000 in 3-4 years if they manage to execute it all. NVIDIA is going to become the most valuable company in the world. Why? Simply put, the NVDA strategy and technologies shared by Jensen is full mastery of not just generative AI, but also accelerated computing for heavy industries and digital twin simulation for physics & robotics training. I do not see an alternative. https://x.com/ycx91/status/1770141768333300179

OpenAI Robot is Coming!

On March 14th, the humanoid robot startup company Figure AI released a video demonstration. In the video, the company's developed Figure 01 robot has been integrated with OpenAI's large model, capable of conversing with humans, understanding, and executing human instructions and tasks. $Microsoft(MSFT)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Microsoft(MSFT)$ #OpenAI
OpenAI Robot is Coming!
avatarnewtoUS
03-21
Good part everythung
avatarJo Ker
03-20
It has to be the profit taking sell on news slide of SuperMicron! Miss the way up but hard to miss this frenzy party! Next will be the Bear flag breakout and slide in ARM share price! Let's party together!$SUPER MICRO COMPUTER INC(SMCI)$ $ARM Holdings Ltd(ARM)$ Bearish! GTC turns out to be sell on event for the chipmakers till now! 
avatarPay2Win
03-20
The Frenzy will always cause volatility, which is great for retail trader. It is either a make or break situation. We need to perform our own due diligence to harness these volatile event!

AI stocks are in divergence (by options IV)

After the interference caused by the $SUPER MICRO COMPUTER INC(SMCI)$ capital increase on March 19th, the overall sentiment of chip stocks has declined. As the leading company with GTC support, $NVIDIA Corp(NVDA)$ has not only avoided falling but rebounded, although the IV has also dropped significantly; even $Advanced Micro Devices(AMD)$ has turned negative skewness. Currently, only meme stocks like $SoundHound AI Inc(SOUN)$ are maintaining positive sentiment, while others are experiencing a downturn. However, when the market is left with only speculative sentiment, it often tends to reach its peak in the short term. Fig
AI stocks are in divergence (by options IV)
[Nvidia CEO Jensen Huang goes one-on-one with Jim Cramer] Nvidia CEO Jensen Huang sits down with 'Mad Money' host Jim Cramer to discuss Nvidia's Blackwell announcement, its role in the AI boom, potential stock split and more. $NVIDIA Corp(NVDA)$
The Blackwell publishment.  Nvidia's ambition is to build up eco-system. And all the company involved will be benefited from Nvidia. 

🎁Surge in Option Trading: A Systemic Risk or Price Stability Tool?

Since March, the market enthusiasm brought about by artificial intelligence is expected to usher in a new milestone. The scale of individual stock options trading will once again exceed the stock trading volume after nearly three years.In recent years, trading including ultra-short-term options has continued to be hot and has become the main driver of violent fluctuations in the stock prices of many companies.As the fever in the derivatives market persists, will the Fed's next policy stance pose a risk of market disruption?Data compiled by Goldman Sachs last week showed that U.S. stock options trading volume in March was on track to exceed equity trading volume for the first time since late 2021, raising the possibility of significant market volatility.At that time, turning points came one
🎁Surge in Option Trading: A Systemic Risk or Price Stability Tool?

Nvidia stock is a bargain at its current price

I am most concerned about $NVIDIA Corp(NVDA)$ 's research and development and stock price changesIt's hard to find fault with the analysts' position. When Nvidia reported the results of its fiscal 2024 fourth quarter (ended Jan. 28), the company spent a record $2.46 billion on research and development (R&D), capping off a year in which the company spent $8.68 billion on R&D -- also a record.Much has been made about the looming competition as rivals scramble to develop a better, faster, more robust AI processor. However, Nvidia has a long track record of staying ahead of the competition, and -- thanks to its ongoing heavy spending on R&D -- that's unlikely to change anytime soon.Furthermore, Nvidia is currently
Nvidia stock is a bargain at its current price
GTC Frenzy is seriously the best thing about my year! My favorite part? The demo sessions, for sure! $NVIDIA Corp(NVDA)$ 's all B200 new chips seem to have already been allocated to $Microsoft(MSFT)$ $Amazon.com(AMZN)$ etc., even before release. It's too bad for other companies even $Tesla Motors(TSLA)$ (?) .. they will have to wait for at least a year or more.Nvidia used to be a chip company. Then Nvidia became a full-stack computing company. Now mighty Nvidia is an AI Foundry. Nvidia is currently hysterically undervalued.
GTC Frenzy is seriously the highlight of my year! My favorite part? Hands down, the networking sessions. You get to meet so many cool people from all over the world, all passionate about the same thing - GPUs and all the awesome things they can do. It's like a geek's paradise! $NVIDIA Corp(NVDA)$ is everywhere. Truly another fantastic presentation from Jensen and his team. Nvidia will very easily achieve a $5T market cap within a few years.
Those demos are just mind-blowing. I always end up leaving the $NVIDIA Corp(NVDA)$ conference with a head full of ideas and a heart full of inspiration. GTC Frenzy is the best way to stay up-to-date on everything GPU, and I can't wait for the next one!The CEO in his keynote speech said these new chips that are being released are 30 times, that's THIRTY times faster than the old ones! Imagine what they can do, especially in medical and pharmaceutical research computers, in gaming computers, crypto miners and any computers requiring massive computing power! Companies will have to have them to be competitive!