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?

Interview with Success88 | How Does He Diversify Holdings with TSLA, TSM and Rolex?

Hi Tigers,Welcome to our Interview with @Success88.Twenty years ago, he believed that gold could effectively hedge against inflation, so he gradually bought several kilograms of gold, earning nearly a 300% return!He works in the semiconductor industry and currently favors the performance of $Taiwan Semiconductor Manufacturing(TSM)$ . He believes $NVIDIA Corp(NVDA)$ is overhyped, while TSMC, which provides chips to Nvidia, still has a reasonable valuation.Additionally, he has successfully bought low and sold high on $Tesla Motors(TSLA)$ several times, earning good profits.He believes thatif Trump is re-elected
Interview with Success88 | How Does He Diversify Holdings with TSLA, TSM and Rolex?

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 😅
avatarAI_Dig
03-19

SNPS & CDNS: Will NVDA's Partnership Make them Bull Stocks?

$NVIDIA Corp(NVDA)$ GTC conference kicked off yesterday, and AI Godfather Jen-Hsun Huang delivered a keynote speech titled "Don't Miss This Transformative Moment in AI."Given the productivity revolution brought by AI over the past year and the performance of concept stocks like Nvidia, Huang's speech has become a hotly anticipated event for the global capital market.At the conference, Nvidia officially unveiled the most powerful GPU on the planet - Blackwell. With 208 billion transistors and AI performance of 20 petaflops, it blows H100's 4 petaflops out of the water!Despite Blackwell's considerable blowout, Nvidia shares fell nearly 2% after hours.During his speech, Huang mentioned several partners, including OpenAI,
SNPS & CDNS: Will NVDA's Partnership Make them Bull Stocks?
avatarJC888
03-11

Jobs data cooled NVDA, AMD, TSM +.. rally ?

Another week just whisked by with the blink of an eye. US market almost had another week of winning streak; had it not been spooked by: (see below) Official Jobs reports data released, especially US Non-Farm payroll. Fed chair Mr Jerome Powell’s annual testify meeting with US Congress. President Biden’s State of the Union address. Indexes performance. 3 composite indexes performances: (see above) DJIA: -0.63% (-246.08 to 38,772.69). S&P 500: -0.14% (-7.30 to 5,123.69). Nasdaq: -1.10% (-179.10 to 16,085.11). US market was still trending on Monday, before it got jittery on Tuesday in anticipation of Mr Powell’s annual testify with US Congress over 2 days. Mounted a recovery on Thursday before it was cut-short by the President’s address and Friday’s jobs report. Various US Jobs repor
Jobs data cooled NVDA, AMD, TSM +.. rally ?
avatarShyon
03-18
Tonight will be the day for GTC 2024! At this global conference for tech developers, business leaders and researchers, the company promises to deliver big updates on computer graphics, data science and the future of AI. Without doubt, GTC has become the world's most important AI conference because the entire ecosystem is there to share knowledge and advance the state of the art. This year's conference offers more than 300 exhibitors and 900 talks, workshops and panels. CEO Jensen Huang could introduce the company's new Blackwell architecture chips and more. First, imagining NVIDIA GTC without a new round of hardware offerings is hard. The company should double down on the oh-so-successful Hopper architecture for AI inferencing with the Blackwell architecture, expectedly the B100. It i
Nvidia's GTC Technology Conference (GTC 2024) kicked off yesterday, highlighted by a keynote from Jensen Hwang spanning roughly two hours. With over 300,000 registrations (including online) and 10,000 attendees in the audience, this highly anticipated event rivaled the excitement of a Taylor Swift concert in Singapore! Ironically, Jensen Hwang began his address with a humorous remark, quipping, "Today is not a concert," despite his rock star appearance in a leather jacket. In the keynote speech, Nvidia unveiled its next-generation Blackwell accelerated GPU computing architecture and the upcoming B200 chipset, specifically tailored for AI and data-center acceleration purposes. However, aside from the debut of the Blackwell chip (which is already widely anticipated), there were no major reve

Inflation Squeezes Stocks, More Bloodshed Coming? 🩸

Wall Street continues to maintain a risk-off sentiment in Friday’s session, echoing the pessimism triggered by Thursday’s unexpectedly high producer inflation figures. Major stock indices flashed red, with the tech-heavy Nasdaq 100 once again trailing, while only small caps and energy stocks managed to buck the trend and avoid losses. Trade lighter early next week ⚠️ Trading tips: Retail investors remained enthusiastic on semiconductors and watched the SPY following monthly inflation data released this week. Could consider tapping on the following tickers to ride the volatility early next week or wait to trade the FOMC on Wednesday. Idea 01) According to data from Quiver Quantitative, the stock with the most mentions this week is, once again, Nvidia Corporation (NASDAQ:NVDA) with more tha
Inflation Squeezes Stocks, More Bloodshed Coming? 🩸

NVDA or SMCI? IV is the key answer!

The Nvidia GTC 2024 kicked off, and Lao Huang unexpectedly brought out the real deal, three important 'nuclear bombs': Blackwell have improved 25 times compared to the previous generation, making it the world's most powerful chip. The reasoning performance of the GB200 NVL72 compared to the H100 has been increased by up to 30 times. Launching the AI project Project GR00T to assist humanoid robots. However, Nvidia's stock price opened high and closed low, with a mere 0.7% increase at the close, making it the second worst performance on the day of the GTC conference in the past 8 years. I think mainly it's due to 'Sell the News', where market expectations are largely met and there has been some profit-taking before the event.The current status of several AI stocks also shows differences. Nvi
NVDA or SMCI? IV is the key answer!
avatarkoolgal
03-17

GTC next week. Will Nvidia Hit USD1000?

🌟🌟🌟$NVIDIA Corp(NVDA)$  share price has dropped 10.8% since it hit its all time high of USD 974.00.   On Friday the US market has pulled back from the recent rally.  This could be due to investors taking profits.  Other Semiconductor stocks also fell for the week with the exception of $Advanced Micro Devices(AMD)$  which was up 2.1% on Friday.  But in the past 5 days, AMD was down almost 6% while $Taiwan Semiconductor Manufacturing(TSM)$  was down 4.6% for the week.  $Intel(INTC)$ <
GTC next week. Will Nvidia Hit USD1000?

How To Trade Nvidia's GPU Technology Conference 😉

Shares of the AI darling are up a staggering 267% over the last 12 months and 79% year to date. Tech companies across the world covet its graphics cards like rare jewels and CEO Jensen Huang is as in-demand as some heads of state. * Nvidia is set to kick off its annual GPU technology conference (GTC) with workshops on Sunday and a keynote address by founder and CEO Jensen Huang on Monday. * Industry leaders including OpenAI, Microsoft, Amazon, and Google, among others will take part in GTC, which could shed more light on Nvidia's artificial intelligence (AI) initiatives and partnerships. * Nvidia is expected to provide details on the B100 Blackwell that could be its most capable AI GPU yet, such as pricing, performance, and demand. * The chip maker could also provide further insights about
How To Trade Nvidia's GPU Technology Conference 😉

Can NVDA’s Low Go Even Lower Next Week? 😅

The S&P 500 index finished the week down 0.3% after dropping 0.7% on Friday, but still notched its 16th record of 2024 the day before. The Dow Jones Industrial Average and Nasdaq Composite fell 0.9% and 1.2%, respectively, but weren't far off their own highs. ⚠️ Trading tips: Expect NVDA to chop next Monday as market is pending CPI report on Tuesday at 8:30am. Any unfavourable news will plunge the chip maker further south for a discounted buy. Do you have the guts to enter knowing a pending stock split news will propel it to the 1k mark effortlessly? 😉 The cheap chip sale is coming The S&P 500 and Nasdaq closed lower on Friday after touching record highs during the session, with high-flying chip stocks going into reverse and a mixed labor market report that showed more new jobs tha
Can NVDA’s Low Go Even Lower Next Week? 😅

🎁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?

10 Reasons Why NVDA Year-end Price Target are $1400+

This is the beginning of the AI revolution. You did not miss it! Here's 10 reasons why $NVIDIA Corp(NVDA)$ is going a lot higher.ImageI think $NVIDIA Corp(NVDA)$ 's dominance can continue to lead the industry for the next 5-10 years.While many discussions have surfaced regarding NVIDIA's success in data centers, this analysis aims to delve deeper into nine key aspects of their performance that might have been overlooked. $NVIDIA Corp(NVDA)$ eps is up 765% a year ago. Everyone missed the important part of the earnings call. Here's 9 massive points people didn't pay attention to:Market Growth: $NVIDIA Corp(NVDA)$ software
10 Reasons Why NVDA Year-end Price Target are $1400+
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 🧠

Weekly Insights: AI Hype Overshadows Macro, But Be Careful of AI Server Speculations

1. Performance of Global Equity Indices(in US Dollar) Source: Bloomberg 2. Key Market Themes: U.S. job market is weakening. Powell said “a bit more evidence” is needed for rate cut The United States added 275k non-farm jobs in February, slightly higher than the market consensus of 200k. However, the unemployment rate rose by 3.9% in February, higher than market expectations. Meanwhile, average hourly wages increased by only 0.1% month-on-month, and full-time employee wages year-on-year growth declined to almost 0, lower than market expectations. Taken together, this Feb NFP report further confirms that the U.S. job market is weakening. Source: Wells Fargo Fed Chairman Powell said “a bit more evidence” is needed for rate cut in his testimony to congress, pushing the rate cut pricing by
Weekly Insights: AI Hype Overshadows Macro, But Be Careful of AI Server Speculations

Nvidia fell 5.6%. Is the selloff starting now?

When I mentioned Nvidia in my “Magnificent Seven” webinar on 7 Feb, it was trading around USD 682. It has since soared 28%, closing at USD 875.28 on Friday night. Nvidia endured a mini selloff on Friday night, correcting 10% to close at USD 875.28 after reaching an all-time high at USD 974. The intraday high for Friday trading was USD 974, which failed to reach the 300% Fibonacci Extension at USD 1012. Normally, the sell-off will gain momentum if it hits and bounces off the resistance level. Instead of viewing the Friday’s selldown as profit-taking by bulls, I prefer to see it as a last-ditch effort by bears to push prices down, as bears may capit
Nvidia fell 5.6%. Is the selloff starting now?
avatarOptionS
03-11

How can I buy NVDA and TSM at discounted prices?

My trading plans for this week:1. $NVIDIA Corp(NVDA)$Unlike the bubble in 2000, $NVIDIA Corp(NVDA)$ has a strong moat. It's not just about the chips but also the entire CUDA ecosystem.During market downturns, selling put options on NVDA is a good choice.Tips: When selling put options, make sure you have sufficient margin and don’t leverage.How to choose the strike price?I focus on two key points:Forward EPS and PEOn NVIDIA's financial page, you can see the 2025 EPS of 24.5 and a forward PE of 35.73.Note that the forward EPS estimate may undergo significant revisions with quarterly reports.$Tesla Motors(TSLA)$ is a typical example.Initially, it is projected that t
How can I buy NVDA and TSM at discounted prices?
avatarmelson
03-19

sell the news

after the much awaited gtc, $NVIDIA Corp(NVDA)$  sold off during overnight trading. inflation data came in hotter than consensus. this is making the fed push back plans to cut rates in the second half of the year. looking at the pnf chart of nvda, it is a long pole up. this signals that there will be a period of consolidation. the price will fluctuate in a trading range for a long period of time before making new high. this will occur when the majority laggards join the generative ai craze or when the fed signaled interest to cut interest rate.  nvda has potential to run up to 966, but it would take about a year. the consolidation phase will take about 6 months or more. 
sell the news
avatarSTLoke
03-19
Potential reasons why Nvidia could reach $1000 per share, based on its current trajectory and market dynamics. 1. Dominance in AI and Data Centers: Nvidia has established itself as a leader in artificial intelligence (AI) and data center solutions. As demand for AI and data processing continues to grow, Nvidia's market share in these areas could expand, driving revenue and profit growth. 2. Expansion into New Markets: Nvidia has been expanding its reach beyond its traditional gaming market into areas such as autonomous vehicles, healthcare, and finance. If these efforts prove successful, it could open up new revenue streams and drive stock price growth. 3. Strong Financial Performance: Nvidia has a track record of strong financial performance, with consistently growing revenue and profita

What risk assets will benefit from outflows of Chips mania??

Market's concentration began to disperse and be redistributed to other risky sectors.Last Friday, chip stocks started to rise and fall, continuing until Monday, causing the market's risk sentiment to become mixed. There is a rotation between sectors, with funds starting to flow into safe-haven sectors. There are also differences among technology stocks, as star chip stocks with high gains in recent weeks have begun to pull back, including companies like $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ , and $Micron Technology(MU)$ but companies that previously declined, even if they are AI concepts, have also seen rebounds, such as
What risk assets will benefit from outflows of Chips mania??