By Trevor Jennewine from The Motley Fool $NVIDIA Corp(NVDA)$ was the single best performing stock in the $.SPX(.SPX)$ in 2023, and it ranks as the fourth-best performing member of the index year to date in 2024. Its share price has increased 845% during that period due to strong earnings growth driven by tremendous demand for its graphics processing units (GPUs).Nvidia is once again poised to generate market-beating returns for shareholders in 2025. The most obvious reason is its leadership in artificial intelligence (AI) accelerators, a market where spending is projected to grow at 29% annually through 2030, according to Grand View Research. But there are less obvious factors at play, too.Weekly chartNvi
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Analyst @Tiger_James Ooi remain constructive on tech-related stocks and ETFs, such as the Magnificent Seven, SMH ETF $VanEck Semiconductor ETF(SMH)$ , TSMC $Taiwan Semiconductor Manufacturing(TSM)$ , Broadcom $Broadcom(AVGO)$ , Arm $ARM Holdings(ARM)$ , AMD $Advanced Micro Devices(AMD)$ , and $Oracle(ORCL)$ .
@Tiger_James Ooi:US Market Insights (16-20 Dec): Bracing for a Santa Claus Rally
Prediction: Nvidia Will Soar in 2025, Not Just Because the AI Boom
Prediction: Nvidia Will Soar in 2025, Not Just Because the AI Boom
Nvidia Earnings Preview: Goldman Reiterates Buy Rating at a PT of $135.
Wall Street anticipates another strong quarter for $NVIDIA Corp(NVDA)$ as investors’ favorite chipmaker prepares to release its fiscal Q2 2025 results on August 28. The company’s high-end graphics processing chips, which are the benchmark for running generative AI workloads, continue to see robust demand, setting the stage for a solid performance.© Reuters Although there have been reports of a delay in the Blackwell chip, which could cause some near-term volatility in Nvidia’s fundamentals, Nvidia’s management commentary and supply-chain data in the coming weeks may reinforce confidence in the company’s earnings potential for calendar year 2025, according to Goldman Sachs analysts.They believe that the market is likely to overlook any neg
Nvidia Earnings Preview: Goldman Reiterates Buy Rating at a PT of $135.
Mizuho Securities:Nvidia can Rise Another 26%!
Mizuho Securities strongly recommends $NVIDIA Corp(NVDA)$ : Q2 earnings will be a major catalyst and can rise another 26%.Although Nvidia's stock price has fallen nearly 18% in the past month, according to Mizuho Securities, the stock still has a lot of room to rise, and its upcoming earnings report will be a major catalyst for artificial intelligence stocks.In a recently released report, the bank said that investors should ignore the noise related to the possible delay of Nvidia's next-generation Blackwell chip, and pointed out that the market demand for its GPU chips remains continuous.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Ra
Mizuho Securities:Nvidia can Rise Another 26%!
"$NVDA is Set and Ready for a Run Up"
" $NVIDIA Corp(NVDA)$
"$NVDA is Set and Ready for a Run Up"
What's behind Micron Technology's surge on Wednesday
KeyBanc raised its price target on $NVIDIA Corp(NVDA)$ to $180 from $130 and on $Micron Technology(MU)$ to $165 from $160. $Micron Technology(MU)$ 's stock rose in Wednesday's trading session. On Tuesday, Keybanc maintained its overweight rating for the stock and raised its target price from $160 to $165. With the ongoing artificial intelligence boom, Micron's share price has increased by more than 50% so far this year. Micron produces memory chips that support AI server GPUs, which are currently in high demand in data centers and generative AI applications. $Micron Technology(MU)$ 1 year return vs. Other Semiconductor Stocks:
What's behind Micron Technology's surge on Wednesday
Computex 2024| Intel joins the chip war to challenge Nvidia and AMD
Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than
Computex 2024| Intel joins the chip war to challenge Nvidia and AMD
Vs. $NVDA, $AMD Has Ability to Double in Price
$NVIDIA Corp(NVDA)$ is now 10 times larger than $Advanced Micro Devices(AMD)$ , with a market cap of $2.8 Trillion Sales in $NVDA is $79 Billion Sales in $AMD is $22 Billion 3.5 times the difference, considerably less than the 10 times In terms of risk v reward, $AMDs ability to double in price right now is far greater than $NVDA’s probability. $Advanced Micro Devices(AMD)$ TD Cowen conference tomorrow and AMD is a participant, expecting some bullish news. $NVIDIA Corp(NVDA)$ $NVDA is the king but AI/chip demand is big enough for two chip players imo. I don’t think AMD is done. Looks ready for a push to $180. If it can cl
Vs. $NVDA, $AMD Has Ability to Double in Price
Taking Profits in Semi is Not Fun. But $KLAC & Some Stocks ATH
Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865
Taking Profits in Semi is Not Fun. But $KLAC & Some Stocks ATH
Will NVDA Stock Soar Again After a 215% Rise in the Past Year?
Even though $NVIDIA Corp(NVDA)$ stock price has skyrocketed by two times in the past year, investors are still underestimating this GPU king. Since the beginning of last year, AI has sparked a paradigm shift in tech, and no company has benefited more than Nvidia.Nvidia's GPUs are the gold standard in AI, but some are worried about increasing competition. Toshiya Hari, an analyst from Goldman Sachs, has kept Nvidia on their "Strong buy list," maintaining a buy rating and bumping up the target price to $1,100.That's a potential 22% gain for investors in the next year, compared to last Wednesday's closing price. This analyst believes Nvidia's processors will remain the industry standard for the foreseeable future.He's got a point. Competitors have be
Will NVDA Stock Soar Again After a 215% Rise in the Past Year?
$Taiwan Semiconductor Manufacturing(TSM)$ reported strong earnings, potentially signaling another dominant earning season for the semiconductors -- let's see how they comp to one another based on current valuation.@StockSavvyShay $Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $Analog Devices(ADI)$ $NVIDIA Corp(NVDA)$ $Texas Instruments(TXN)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$
Intel Takes Aim at Nvidia's AI Dominance With Launch of Gaudi 3 Chip
$Intel(INTC)$ just unveiled its new AI accelerator processor called Gaudi 3 Intel says the accelerator delivers "50% on average better inference and 40% on average better power efficiency than Nvidia H100 – at a fraction of the cost".ImageAt the Intel Vision 2024 conference in Arizona, USA, chip giant Intel released the most powerful new generation Gaudi3 AI acceleration chip, as well as the new next generation Intel Xeon 6 processor and other products.Among them, the Intel Gaudi 3 AI chip uses TSMC’s 5nm process and supports 128GB HBMe2 memory. Compared with the previous generation product, Intel Gaudi 3 brings 4 times (400%) improvement in BF16 AI computing power, 1.5 times memory bandwidth and 2 times improvement in network bandwidth.Intel says
Intel Takes Aim at Nvidia's AI Dominance With Launch of Gaudi 3 Chip
$NVDA Another New High Print. Still Strong Momentum holding trend support.
$NVIDIA Corp(NVDA)$ another new high print. Still strong momentum holding trend support.ImageAnalysts are forecasting $NVIDIA Corp(NVDA)$ 's annual revenue will jump to $131 billion by 2026, more than double the $61 billion recorded in the fiscal year that just ended. Impressive growth for $NVIDIA Corp(NVDA)$ indeed! It's interesting to see how AI advancements are driving this sector.This strategy enters long on a close above the 15M opening range high with an exit of +1.5% or -0.5% $NVIDIA Corp(NVDA)$ yields the highest return, $Apple(AAPL)$ has the most wins, and
$NVDA Another New High Print. Still Strong Momentum holding trend support.
Watchlist and Trade Plan 3/25/24: $NVDA $970c thru $950
The call flow for $NVIDIA Corp(NVDA)$ short term is foreshadowing a MASSIVE move to the upside…tens of millions of dollars worth of bets saying NVDA pops before end of weekIf that’s the case expect the crypto AI narrative to go for its next leg up too.If $NVIDIA Corp(NVDA)$ holds 935 it can run to 971, 1000. I'd avoid calls under 900. Calls can work above 935 this week ImageI see that wallstreetbets is talking about $NVIDIA Corp(NVDA)$ , Nvidia $800 calls for expiring this Thursday. Let's take a look, these are ITM calls. It seems WSB should start using UW to track this stuff better: You can see the $1.57 million in calls was lots of volume, but it was actually n
Watchlist and Trade Plan 3/25/24: $NVDA $970c thru $950
$AMD can 20X from here over the next decade
$AMD has hit an all time high of $188.5 today. Here´s how I think the stock can 20X from here over the next decade: The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology. This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances. $Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its p
$AMD can 20X from here over the next decade
Cheers! INTC, TSM, MU, TXN & GFS Potential Third Beneficiaries of US Chip Subsidies
The Biden administration is expected to announce the third round of subsidies under the US Chips Act to help chip companies build new chip manufacturing factories in the United States. These high-end semiconductors will be used in smartphones, artificial intelligence (AI), and weapons. $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ may become the beneficiaries of these subsidies.In addition, chip companies such as $Micron Technology(MU)$ , $Texas Instruments(TXN)$, and $GLOBALFOUNDRIES Inc.(GFS)$ are also serious contenders.Moreover, executives in the chip industry predi
Cheers! INTC, TSM, MU, TXN & GFS Potential Third Beneficiaries of US Chip Subsidies
VC Billionaire Jim Breyer, Buying NVDA & AMD Heavily
Jim Breyer, a well-known Silicon Valley investor, revealed in an interview with the media in Davos that he is "vigorously buying" $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ shares "heavily" and predicts that AMD will be the next company to join the "Big Seven". "I have not underestimated Nvidia. It's the leader, but having a second source (for AI French fries) will help solve the difficulties in the ecosystem."I would add AMD to the 'Magnificent Seven' stocks, says VC investor Jim BreyerBut AMD also faces the risk of overvaluation. Data shows that Nvidia's prospective price-to-earnings ratio is around 28 times, higher than the average semiconductor stock price of 23 times, while AMD's prospectiv
VC Billionaire Jim Breyer, Buying NVDA & AMD Heavily
Semiconductor Leaders Race: Sales, Memory Market, and Share Potential
Chips are a high-investment, long-term, and high-barrier industry.Because chip R&D and manufacturing are so expensive, it is difficult for ordinary small businesses to invest enough funds. Without money investment, it is difficult to innovate and be truly competitive. Especially on core technologies and advanced technologies.As chip technology progresses, there's a noticeable trend of the strong getting stronger in chip companies.1. Leaders in chip companies are strongerRecently, well-known organizations released a list of the world's top 25 semiconductor companies, showing that market share is increasingly concentrated among leading companies.ICinsightsThe top 25 companies generate over 50% of industry sales. Smaller businesses, numbering in tens or hundreds of thousands, can't match
Semiconductor Leaders Race: Sales, Memory Market, and Share Potential
Nvidia Stock Splits are Inevitable Again in 2024
$NVIDIA Corp(NVDA)$ has completed five stock splits since 2000, the most recent one being a 1-for-4 split in July 2021. Stock splits don't create value, but they expand the pool of investors by reducing the price per share, making them more accessible to small-capital retail investors. Therefore, stock splits tend to boost the stock price, which is a positive development.In 2023, NVIDIA's stock price surged 239% to $531, and is inching closer to the $748 price of the last stock split (the price after the split is $187). In 2024, Nvidia's stock will most likely only get more expensive.Will Nvidia make a comeback in 2024?There is a surge in demand for NVIDIA's graphics processing units (GPUs). The company's third quarter revenue increased by over 20
Nvidia Stock Splits are Inevitable Again in 2024
$NVDA beautiful weekly chart, future most valuable company on Earth.
$NVIDIA Corp(NVDA)$closed the week at $547, up 11.6% from last week, vs $Invesco QQQ Trust-ETF(QQQ)$ up 3.2%.At FY 2025 EPS est. of $19.88 the stock is trading at forward PE of 27.5.Forward PE of some other stocks:$Advanced Micro Devices(AMD)$ : 38$Tesla Motors(TSLA)$ : 56$Apple(AAPL)$ : 26$Intel(INTC)$ : 25Nvidia is still cheap in the metric given the projected growth rate of ~20% in FY 2026.@The_AI_Investor $NVIDIA Corp(NVDA)$ is at ~50% of $Microsoft(MSFT
$NVDA beautiful weekly chart, future most valuable company on Earth.
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