BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story

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BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story

Reuters11-21

** Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm

** NVDA shares down 3.2% at $141.17 premarket

GROWTH STREAK FROM BLACKWELL RAMP

** Bernstein ("outperform," PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time

** Jefferies ("buy," PT: $185) says "the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps"

** J.P.Morgan ("overweight," PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25

** HSBC ("buy," PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026

(Reporting by Kanchana Chakravarty in Bengaluru)

((Kanchana.Chakravarty@thomsonreuters.com))

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Guavaxf30
·11-21
My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips. Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.
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  Absolutely love your insights! [Applaud]
  11-22
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chip production ramp progressing well and outstripping supply through majority of CY25   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026 (Reporting by Kanchana Chakravarty in Bengaluru)((Kanchana.Chakravarty@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":373360845418720,"gmtCreate":1732182014597,"gmtModify":1732268514464,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"htmlText":"My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.&nbsp; Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.","listText":"My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.&nbsp; Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.","text":"My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips. Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":112,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/373360845418720","repostId":2485045782,"repostType":2,"repost":{"id":"2485045782","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732181585,"share":"https://ttm.financial/m/news/2485045782?lang=&edition=fundamental","pubTime":"2024-11-21 17:33","market":"us","language":"en","title":"BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story","url":"https://stock-news.laohu8.com/highlight/detail?id=2485045782","media":"Reuters","summary":"** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the wo","content":"<html><body><p>** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm</p><p>   ** NVDA shares down 3.2% at $141.17 premarket</p><p>    GROWTH STREAK FROM BLACKWELL RAMP</p><p>   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time</p><p>   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"</p><p>   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25</p><p>   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026</p><p> (Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</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>BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story</title>\n<style 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17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm</p><p>   ** NVDA shares down 3.2% at $141.17 premarket</p><p>    GROWTH STREAK FROM BLACKWELL RAMP</p><p>   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time</p><p>   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"</p><p>   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25</p><p>   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026</p><p> (Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","NVD3.UK":"LS 3X NVIDIA","NVDA":"英伟达","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","3NVD.UK":"LS 3X NVIDIA","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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INC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485045782","content_text":"** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm   ** NVDA shares down 3.2% at $141.17 premarket    GROWTH STREAK FROM BLACKWELL RAMP   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026 (Reporting by Kanchana Chakravarty in Bengaluru)((Kanchana.Chakravarty@thomsonreuters.com))","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":373798912778432,"gmtCreate":1732268952718,"gmtModify":1732277500023,"authorId":9000000000000197,"author":{"id":9000000000000197,"idStr":"9000000000000197","authorId":9000000000000197,"name":"peepzy","avatar":"https://static.tigerbbs.com/6b4c316453c0a428f08c7f29a4529b77","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":373360845418720,"type":1,"supId":0,"prevId":0,"content":"Absolutely love your insights! [Applaud]","text":"Absolutely love your insights! [Applaud]","html":"Absolutely love your insights! [Applaud]"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}