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Ehat about google?
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Just doesn’t feel right, does it?”","content":"<html><head></head><body><p>Artificial intelligence darling <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> has become less expensive recently and investors are taking note.</p><p style=\"text-align: start;\">“Nvidia’s forward PE is now 41% lower than it was on the day ChatGPT was launched on Nov. 30th, 2022,” Ben Reitzes, head of technology research at Melius Research, wrote in a Monday note to clients. “Of course, in FY25 its net income was up 788% vs. FY23 (ended 1/23) and revenues are up 384% since then too. Just doesn’t feel right, does it?”</p><p style=\"text-align: start;\">Over the past three years, Nvidia shares have surged about 370%, bolstered by a boom in AI infrastructure spending. The stock’s forward price-to-earnings ratio currently sits at roughly 24, lower than its forward P/E of nearly 40 on March 10, 2022, according to FactSet. Over the past month, however, the stock has fallen around 20%.</p><p>That move lower in recent weeks comes after Nvidia plummeted about 17% in late January after Chinese startup DeepSeek raised investor concerns around AI spending and U.S. dominance in the space.</p><p style=\"text-align: start;\">Reitzes pointed out that a similar trajectory occurred with megacap technology name Apple, noting that its forward multiple went from 33 times back in 2007 when it announced the iPhone, and then dwindled to 15 times by the end of 2008.</p><p style=\"text-align: start;\">“The mobile trend didn’t end then — and Apple now trades at 31x earnings on much larger numbers (benefiting from its durable installed base and huge services business),” he wrote. “If Nvidia duplicates its own version of this industry stewardship, we could look back at this period of uncertainty and have a good chuckle.”</p><p style=\"text-align: start;\">Others such as Adam Parker of Trivariate Research hold a similar view. He said Nvidia’s valuation has gotten “more compelling” even with the chip giant’s sales appearing more certain.</p><p style=\"text-align: start;\">“NVDA is high beta, and that is one of the reasons we grew cautious on the Mag 7 a month ago. But, the stock is down almost 25% from earlier this year and is trading at relatively low multiples vs. its own history on price-to-forward earnings (now 24x) and on enterprise value-to-forecasted sales,” the chief executive wrote in a Sunday note. “At the same time, the sales outlook for calendar year 2025 now looks more achievable than investors feared a few weeks ago.”</p><p style=\"text-align: start;\">Similarly, Morgan Stanley analyst Joseph Moore reiterated Nvidia as his top pick this week, citing AI investment as a catalyst for more growth ahead in the semis space. The company has an overweight rating on the stock.</p><p style=\"text-align: start;\">“Overall commentary across our AI/compute names was very reassuring,” Moore wrote in a Sunday note. “In the wake of potential export controls and innovation from DeepSeek, the companies continue to see significant AI investment from hyperscalers.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0993dba55e53f9ea704cf8a28770f62\" tg-width=\"755\" tg-height=\"265\"/></p><p>They join most analysts on Wall Street who are bullish on Nvidia. Out of the 63 analysts in total covering the chipmaker, 57 have a strong buy or buy rating, per LSEG.</p><p style=\"text-align: start;\">Additionally, Nvidia’s consensus price target of roughly $172 implies more than 60% upside from current levels.</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>Wall Street Can't Stop Talking About How \"Cheap\" Nvidia Is Now</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\">\nWall Street Can't Stop Talking About How \"Cheap\" Nvidia Is Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-03-11 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Artificial intelligence darling <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> has become less expensive recently and investors are taking note.</p><p style=\"text-align: start;\">“Nvidia’s forward PE is now 41% lower than it was on the day ChatGPT was launched on Nov. 30th, 2022,” Ben Reitzes, head of technology research at Melius Research, wrote in a Monday note to clients. “Of course, in FY25 its net income was up 788% vs. FY23 (ended 1/23) and revenues are up 384% since then too. Just doesn’t feel right, does it?”</p><p style=\"text-align: start;\">Over the past three years, Nvidia shares have surged about 370%, bolstered by a boom in AI infrastructure spending. The stock’s forward price-to-earnings ratio currently sits at roughly 24, lower than its forward P/E of nearly 40 on March 10, 2022, according to FactSet. Over the past month, however, the stock has fallen around 20%.</p><p>That move lower in recent weeks comes after Nvidia plummeted about 17% in late January after Chinese startup DeepSeek raised investor concerns around AI spending and U.S. dominance in the space.</p><p style=\"text-align: start;\">Reitzes pointed out that a similar trajectory occurred with megacap technology name Apple, noting that its forward multiple went from 33 times back in 2007 when it announced the iPhone, and then dwindled to 15 times by the end of 2008.</p><p style=\"text-align: start;\">“The mobile trend didn’t end then — and Apple now trades at 31x earnings on much larger numbers (benefiting from its durable installed base and huge services business),” he wrote. “If Nvidia duplicates its own version of this industry stewardship, we could look back at this period of uncertainty and have a good chuckle.”</p><p style=\"text-align: start;\">Others such as Adam Parker of Trivariate Research hold a similar view. He said Nvidia’s valuation has gotten “more compelling” even with the chip giant’s sales appearing more certain.</p><p style=\"text-align: start;\">“NVDA is high beta, and that is one of the reasons we grew cautious on the Mag 7 a month ago. But, the stock is down almost 25% from earlier this year and is trading at relatively low multiples vs. its own history on price-to-forward earnings (now 24x) and on enterprise value-to-forecasted sales,” the chief executive wrote in a Sunday note. “At the same time, the sales outlook for calendar year 2025 now looks more achievable than investors feared a few weeks ago.”</p><p style=\"text-align: start;\">Similarly, Morgan Stanley analyst Joseph Moore reiterated Nvidia as his top pick this week, citing AI investment as a catalyst for more growth ahead in the semis space. The company has an overweight rating on the stock.</p><p style=\"text-align: start;\">“Overall commentary across our AI/compute names was very reassuring,” Moore wrote in a Sunday note. “In the wake of potential export controls and innovation from DeepSeek, the companies continue to see significant AI investment from hyperscalers.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0993dba55e53f9ea704cf8a28770f62\" tg-width=\"755\" tg-height=\"265\"/></p><p>They join most analysts on Wall Street who are bullish on Nvidia. Out of the 63 analysts in total covering the chipmaker, 57 have a strong buy or buy rating, per LSEG.</p><p style=\"text-align: start;\">Additionally, Nvidia’s consensus price target of roughly $172 implies more than 60% upside from current levels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196381615","content_text":"Artificial intelligence darling NVIDIA has become less expensive recently and investors are taking note.“Nvidia’s forward PE is now 41% lower than it was on the day ChatGPT was launched on Nov. 30th, 2022,” Ben Reitzes, head of technology research at Melius Research, wrote in a Monday note to clients. “Of course, in FY25 its net income was up 788% vs. FY23 (ended 1/23) and revenues are up 384% since then too. Just doesn’t feel right, does it?”Over the past three years, Nvidia shares have surged about 370%, bolstered by a boom in AI infrastructure spending. The stock’s forward price-to-earnings ratio currently sits at roughly 24, lower than its forward P/E of nearly 40 on March 10, 2022, according to FactSet. Over the past month, however, the stock has fallen around 20%.That move lower in recent weeks comes after Nvidia plummeted about 17% in late January after Chinese startup DeepSeek raised investor concerns around AI spending and U.S. dominance in the space.Reitzes pointed out that a similar trajectory occurred with megacap technology name Apple, noting that its forward multiple went from 33 times back in 2007 when it announced the iPhone, and then dwindled to 15 times by the end of 2008.“The mobile trend didn’t end then — and Apple now trades at 31x earnings on much larger numbers (benefiting from its durable installed base and huge services business),” he wrote. “If Nvidia duplicates its own version of this industry stewardship, we could look back at this period of uncertainty and have a good chuckle.”Others such as Adam Parker of Trivariate Research hold a similar view. He said Nvidia’s valuation has gotten “more compelling” even with the chip giant’s sales appearing more certain.“NVDA is high beta, and that is one of the reasons we grew cautious on the Mag 7 a month ago. But, the stock is down almost 25% from earlier this year and is trading at relatively low multiples vs. its own history on price-to-forward earnings (now 24x) and on enterprise value-to-forecasted sales,” the chief executive wrote in a Sunday note. “At the same time, the sales outlook for calendar year 2025 now looks more achievable than investors feared a few weeks ago.”Similarly, Morgan Stanley analyst Joseph Moore reiterated Nvidia as his top pick this week, citing AI investment as a catalyst for more growth ahead in the semis space. The company has an overweight rating on the stock.“Overall commentary across our AI/compute names was very reassuring,” Moore wrote in a Sunday note. “In the wake of potential export controls and innovation from DeepSeek, the companies continue to see significant AI investment from hyperscalers.”They join most analysts on Wall Street who are bullish on Nvidia. Out of the 63 analysts in total covering the chipmaker, 57 have a strong buy or buy rating, per LSEG.Additionally, Nvidia’s consensus price target of roughly $172 implies more than 60% upside from current levels.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}