Profile - To The Moon

Superia

Posts · 14Posts · 14
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Followers · 0Followers · 0

- SuperiaSuperia
  ·08-20
  $UOBAM PING AN CHINEXT ETF(CXS.SI)$ Where's the bottom?
  221 Comment
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- SuperiaSuperia
  ·08-09
  $Straits Times Index(STI.SI)$ it's time for STI to roar to new heights
  218 Comment
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- SuperiaSuperia
  ·08-09
  it's time for share to move up
  TSMC Sales Grow 45% in July on Strong AI Chip Demand
  TSMC today announced its net revenue for July 2024: On a consolidated basis, revenue for July 2024 was approximately NT$256.95 billion, an increase of 23.6 percent from June 2024 and an increase of 44.7 percent from July 2023. Revenue for January through July 2024 totaled NT$1,523.11 billion, an increase of 30.5 percent compared to the same period in 2023.
  TSMC Sales Grow 45% in July on Strong AI Chip Demand
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- SuperiaSuperia
  ·07-31
  $NVIDIA Corp(NVDA)$ bottom at90
  199 Comment
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- SuperiaSuperia
  ·07-17
  Drop is temporary. Demands are still there
  Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China
  The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron L
  Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China
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- SuperiaSuperia
  ·07-17
  Accumulate on dip
  Nvidia Stock Is Still A Gift At $130
  Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split.Investors are underestimating Nvidia's sales potential in the
  Nvidia Stock Is Still A Gift At $130
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- SuperiaSuperia
  ·07-11
  set trailing stop to ride the rise
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- SuperiaSuperia
  ·07-05
  when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities
  129 Comment
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- SuperiaSuperia
  ·06-27
  $Micron Technology(MU)$ should move up
  306 Comment
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- SuperiaSuperia
  ·06-25
  $Micron Technology(MU)$
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href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> it's time for STI to roar to new heights&nbsp;","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> it's time for STI to roar to new heights&nbsp;","text":"$Straits Times Index(STI.SI)$ it's time for STI to roar to new 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up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336567195296176","repostId":"1195837355","repostType":2,"repost":{"id":"1195837355","kind":"news","pubTimestamp":1723181744,"share":"https://ttm.financial/m/news/1195837355?lang=&edition=fundamental","pubTime":"2024-08-09 13:35","market":"us","language":"en","title":"TSMC Sales Grow 45% in July on Strong AI Chip Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1195837355","media":"Bloomberg","summary":"TSMC today announced its net revenue for July 2024: On a consolidated basis, revenue for July 2024 was approximately NT$256.95 billion, an increase of 23.6 percent from June 2024 and an increase of 44.7 percent from July 2023. Revenue for January through July 2024 totaled NT$1,523.11 billion, an increase of 30.5 percent compared to the same period in 2023.","content":"<html><head></head><body><p>Taiwan Semiconductor Manufacturing Co.’s revenue rose 45% in July, an early indication of strong demand for AI chips even as a global tech selloff underlined growing doubts about the technology’s potential.</p><p>Sales for the month reached NT$256.95 billion ($7.9 billion). For the third quarter, analysts project TSMC revenue should grow 37% to NT$747.4 billion, with the July result suggesting TSMC may surpass those expectations.</p><p>TSMC is one of the key bellwethers for AI demand, as the go-to chipmaker for leading accelerator makers Nvidia Corp. and Advanced Micro Devices Inc. It’s also the sole supplier of processors for Apple Inc.’s iPhones, at a time the mobile device market is showing signs of bouncing off post-Covid era lows. Last month, the world’s largest contract chipmaker raised its full-year outlook to beyond the maximum mid-20% it had guided toward previously.</p><p>That was before worries about the global economic outlook prompted investors to cash out of some of the year’s biggest gainers, including the major tech companies at the heart of the AI boom. TSMC’s shares shed 10% of their value in one day, before recovering much of the drop as money managers saw a good buying opportunity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7bb9291298ff72e031bbac2b9d1ce0ed\" tg-width=\"768\" tg-height=\"456\"/></p><p>Still, investors have started to question whether the billions of dollars Big Tech firms have invested in the infrastructure to support the AI boom will result in substantial returns, while a potential delay in Nvidia’s development of a new generation of AI chips is spurring concerns over the progress of the emerging technology.</p></body></html>","source":"lsy1584095487587","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>TSMC Sales Grow 45% in July on Strong AI Chip Demand</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\">\nTSMC Sales Grow 45% in July on Strong AI Chip Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-09/tsmc-sales-grow-45-in-july-on-strong-ai-chip-demand?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing Co.’s revenue rose 45% in July, an early indication of strong demand for AI chips even as a global tech selloff underlined growing doubts about the technology’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-09/tsmc-sales-grow-45-in-july-on-strong-ai-chip-demand?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-09/tsmc-sales-grow-45-in-july-on-strong-ai-chip-demand?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195837355","content_text":"Taiwan Semiconductor Manufacturing Co.’s revenue rose 45% in July, an early indication of strong demand for AI chips even as a global tech selloff underlined growing doubts about the technology’s potential.Sales for the month reached NT$256.95 billion ($7.9 billion). For the third quarter, analysts project TSMC revenue should grow 37% to NT$747.4 billion, with the July result suggesting TSMC may surpass those expectations.TSMC is one of the key bellwethers for AI demand, as the go-to chipmaker for leading accelerator makers Nvidia Corp. and Advanced Micro Devices Inc. It’s also the sole supplier of processors for Apple Inc.’s iPhones, at a time the mobile device market is showing signs of bouncing off post-Covid era lows. Last month, the world’s largest contract chipmaker raised its full-year outlook to beyond the maximum mid-20% it had guided toward previously.That was before worries about the global economic outlook prompted investors to cash out of some of the year’s biggest gainers, including the major tech companies at the heart of the AI boom. TSMC’s shares shed 10% of their value in one day, before recovering much of the drop as money managers saw a good buying opportunity.Still, investors have started to question whether the billions of dollars Big Tech firms have invested in the infrastructure to support the AI boom will result in substantial returns, while a potential delay in Nvidia’s development of a new generation of AI chips is spurring concerns over the progress of the emerging technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333427683569944,"gmtCreate":1722430702931,"gmtModify":1722430706604,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> bottom at90","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> bottom at90","text":"$NVIDIA Corp(NVDA)$ bottom at90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333427683569944","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328481116541120,"gmtCreate":1721210136517,"gmtModify":1721210144387,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"Drop is temporary. Demands are still there","listText":"Drop is temporary. Demands are still there","text":"Drop is temporary. Demands are still there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328481116541120","repostId":"1127823204","repostType":2,"repost":{"id":"1127823204","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721203500,"share":"https://ttm.financial/m/news/1127823204?lang=&edition=fundamental","pubTime":"2024-07-17 16:05","market":"us","language":"en","title":"Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China","url":"https://stock-news.laohu8.com/highlight/detail?id=1127823204","media":"Tiger Newspress","summary":"The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron L","content":"<html><head></head><body><p>The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron Ltd. and ASML Holding NV continue giving the country access to advanced semiconductor technology.</p><p style=\"text-align: start;\">Seeking leverage with allies, the US is mulling whether to impose a measure called the foreign direct product rule, or FDPR, said people familiar with recent discussions. The rule lets the country impose controls on foreign-made products that use even the tiniest amount of American technology.</p><p style=\"text-align: start;\">Such a step — seen by allies as draconian — would be used to clamp down on business in China by Japan’s Tokyo Electron and the Netherlands’ ASML, which make chipmaking machinery that’s vital to the industry. The US is presenting the idea to officials in Tokyo and the Hague as an increasingly likely outcome if the countries don’t tighten their own China measures, according to the people, who asked not to be identified because the deliberations are private.</p><p>Semiconductor stocks dropped in premarket trading Wednesday. ASML fell 6%; TSMC and Arm fell 3%; Nvidia, AMD, Broadcom, Micron and Super Micro fell more than 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea7bc7b44526ecf5baa9c3e540add32d\" tg-width=\"357\" tg-height=\"666\"/></p><p></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>Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China</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\">\nSemiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China\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\">2024-07-17 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron Ltd. and ASML Holding NV continue giving the country access to advanced semiconductor technology.</p><p style=\"text-align: start;\">Seeking leverage with allies, the US is mulling whether to impose a measure called the foreign direct product rule, or FDPR, said people familiar with recent discussions. The rule lets the country impose controls on foreign-made products that use even the tiniest amount of American technology.</p><p style=\"text-align: start;\">Such a step — seen by allies as draconian — would be used to clamp down on business in China by Japan’s Tokyo Electron and the Netherlands’ ASML, which make chipmaking machinery that’s vital to the industry. The US is presenting the idea to officials in Tokyo and the Hague as an increasingly likely outcome if the countries don’t tighten their own China measures, according to the people, who asked not to be identified because the deliberations are private.</p><p>Semiconductor stocks dropped in premarket trading Wednesday. ASML fell 6%; TSMC and Arm fell 3%; Nvidia, AMD, Broadcom, Micron and Super Micro fell more than 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea7bc7b44526ecf5baa9c3e540add32d\" tg-width=\"357\" tg-height=\"666\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","NVDA":"英伟达","ARM":"ARM Holdings","AVGO":"博通","AMD":"美国超微公司","MU":"美光科技","TSM":"台积电","ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127823204","content_text":"The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron Ltd. and ASML Holding NV continue giving the country access to advanced semiconductor technology.Seeking leverage with allies, the US is mulling whether to impose a measure called the foreign direct product rule, or FDPR, said people familiar with recent discussions. The rule lets the country impose controls on foreign-made products that use even the tiniest amount of American technology.Such a step — seen by allies as draconian — would be used to clamp down on business in China by Japan’s Tokyo Electron and the Netherlands’ ASML, which make chipmaking machinery that’s vital to the industry. The US is presenting the idea to officials in Tokyo and the Hague as an increasingly likely outcome if the countries don’t tighten their own China measures, according to the people, who asked not to be identified because the deliberations are private.Semiconductor stocks dropped in premarket trading Wednesday. ASML fell 6%; TSMC and Arm fell 3%; Nvidia, AMD, Broadcom, Micron and Super Micro fell more than 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328469227851848,"gmtCreate":1721207187346,"gmtModify":1721207190976,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"Accumulate on dip","listText":"Accumulate on dip","text":"Accumulate on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328469227851848","repostId":"2451990405","repostType":4,"repost":{"id":"2451990405","kind":"highlight","pubTimestamp":1721198608,"share":"https://ttm.financial/m/news/2451990405?lang=&edition=fundamental","pubTime":"2024-07-17 14:43","market":"sg","language":"en","title":"Nvidia Stock Is Still A Gift At $130","url":"https://stock-news.laohu8.com/highlight/detail?id=2451990405","media":"seekingalpha","summary":"Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split.Investors are underestimating Nvidia's sales potential in the ","content":"<html><head></head><body><ul style=\"\"><li><p>Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split.</p></li><li><p>Investors are underestimating Nvidia&#39;s sales potential in the data center segment, poised to exploit accelerating growth in the AI market.</p></li><li><p>Nvidia&#39;s AI capabilities, including Generative AI, position it at the forefront of the AI revolution, with potential for substantial sales growth and multiple expansion.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>Explosive growth from the artificial intelligence industry triggered a massive rally for <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corporation</a> in the last year. The stock has done well even after a ten-for-one stock split and some investor concerns about the sustainability of Nvidia’s growth path.</p><p>Considering the mind-blowing momentum in Nvidia’s main business, data center, I think investors are still underestimating Nvidia’s sales potential, particularly as the expansion of the data center market and the AI cluster upscaling opportunity are concerned.</p><p>The company is poised to exploit accelerating growth in the data center segment and, in light of big investments in machine-learning capabilities, Nvidia’s valuation is actually not excessive at all.</p><p>Nvidia has the profit growth to back up its valuation, and the risk/reward relationship still looks rather compelling.</p><h2 id=\"id_3628519327\">Nvidia’s Data Center Sales Momentum And Machine-Learning Opportunity</h2><p>Nvidia’s 1Q earnings were spectacular, particularly in the data center segment where sales skyrocketed to $22.6 billion, reflecting QoQ growth of 23%.</p><p>Total sales reached $26.0 billion, up 18% QoQ, which put the company on a run-rate to a $100 billion plus sales trajectory each year.</p><p>Sales in data centers accounted for a whopping 87% of sales in 1Q25, up from 60% a year ago. Nvidia’s data centers profit from the sale of the Hopper GPU platform. With demand for machine-learning capabilities only growing, there is a good chance that Nvidia will manage to outshine even its last earnings release in the remaining three quarters of the company’s present financial year. The reason is that growth for data center GPUs does not appear to be temporary, and the AI cluster upscaling opportunity is significant.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f1a0fb1964d3b60f912b68cbdaea6e4\" tg-width=\"640\" tg-height=\"506\"/></p><p>Revenue (Nvidia Corp.)</p><p>The machine-learning market is red-hot as companies are struggling to get their hands on GPUs. Nvidia’s chips are used for various purposes such as edge-to-cloud computing, the powering of automotive driving technology, cryptocurrency mining and professional applications. In recent quarters, however, they are mainly used by large data centers that need to stack them with tens of thousands of GPUs to train large-language models.</p><p>Machine learning is a very compelling sector that is poised to see skyrocketing growth until the end of the decade, and Nvidia is sitting right at the spearhead of this AI revolution. This growth is also secular, driven by demand for AI capabilities, not by temporary factors.</p><p>The market for machine learning is poised to grow at 19% per annum, according to Statista Market Insights, which obviously presents an enormous lever for Nvidia to scale its existing AI capabilities.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39a5726d1d30257b778c0110672faa66\" tg-width=\"640\" tg-height=\"335\"/></p><p>Market Size (Statista)</p><p>Nvidia could profit from this accelerating growth through its main GPUs that power AI applications, but also through its AI software platform, which is mainly marketed to companies.</p><p>Nvidia AI software includes Generative AI capabilities. These could help companies deploying Nvidia’s AI arsenal to realize productivity increases, optimize supply chains/cost structures, and deliver in-depth analytics insights that could impact the speed and accuracy of business and investment decisions.</p><p>Nvidia’s GPUs, like the RTX, are used for deep learning purposes and Nvidia’s lead processor, the NVIDIA H100 Tensor Core GPU, is used as the foundation for artificial intelligence usage on the data center level.</p><p>The NVIDIA H100 Tensor Core GPU has been designed for optimizing the development, training and at-scale deployment of generative AI/language models that are demanded by almost every major company right now. It was the fastest GPU available in the market and therefore particularly demanded by companies that require a fast tackling of AI and HPC workloads.</p><p>With Nvidia providing the cornerstone of such generative AI/language models, Nvidia has positioned itself at the very center of the AI revolution.</p><p>Nvidia has a pole position in the AI processor market (as reflected in its financials) over competitors like <strong>Advanced Micro Devices, Inc. (AMD)</strong> which only recently got around to announcing competing processors.</p><p>One product that is coming users’ way is the AI accelerator MI300X, which is specifically tailored to support machine learning. Currently, Nvidia is the leading AI processor manufacturer. According to Advanced Micro Devices’ (AMD) CEO Lisa Su, industry demand is substantially outstripping supply. This means both Nvidia and Advanced Micro Devices are poised to see big upside in data center sales and GPU shipment growth moving forward.</p><p>Expanding the view beyond mere machine learning potential, and including all Generative AI pathways for monetization, leaves us (and Nvidia) with an even rosier picture for sustained, long-term sales growth.</p><p>As a long-term investor, I am primarily interested in seeing strong underlying market growth that a company at the forefront of its industry, like Nvidia, can leverage to its advantage and, possibly, grow even faster than the market.</p><p>According to Bloomberg Research, the Generative AI market is poised to grow even faster than the Machine Learning market. Generative AI leverages concepts like deep learning and neural networks and is used primarily, but not exclusively, in the content creation space.</p><p>The market for Generative AI is anticipated to grow to $1.3 trillion by 2032, up from just $67 billion in 2023. This means the market is anticipated to grow 39% per year in the next nine years.</p><p>The takeaway for investors here is that the AI revolution more likely than not indicates that we are at a very early stage of AI adoption. Put simply, Nvidia’s AI growth curve is just getting started, which implies substantial potential, if not for multiple expansion, then for sales growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cead286912d59bd0d56afa4391ca056c\" tg-width=\"640\" tg-height=\"357\"/></p><p>Generative AI Revenue Growth (Bloomberg Intelligence, IDC)</p><h2 id=\"id_1403367967\">AI Cluster Upscaling And Sales Estimates</h2><p>Common clusters to train artificial intelligence models include tens-of-thousands of GPUs, but the market seems primed for exponential growth in this core area of Nvidia’s business. In turn, this could lead to investors still underestimating Nvidia’s data center sales growth potential. The trend is for much bigger AI clusters and supercomputers, which could drastically increase demand for GPUs moving forward.</p><p>AMD’s Lisa Su said at the end of last year that the chip company anticipates to see the data market grow into a size of $400 billion by 2027. Nvidia owns more than 90% of this market.</p><p>Some companies, like Microsoft and OpenAI, have said they intend to build supercomputers with more than 1 million GPUs to train large-language models (“LLMs”). With AI GPU training clusters now made up of 10ks of GPU, the AI clusters used in the future could potentially include millions of GPUs, representing a 10x increase over the present size.</p><p>My view here is that the upscaling in the size of AI clusters (a larger number of GPUs included in a training cluster), represents an opportunity for Nvidia particularly to leverage its strength in the GPU market. H200 chips are shipping in the latter half of this year, and Nvidia’s Blackwell GPU is hitting the market as well at the end of the year. These new chips promise higher performance and reduced power consumption, which could make them top-sellers for Nvidia at a time of accelerating demand for compute.</p><p>If AMD’s estimate for $400 billion in data center chip sales by 2027 is correct, then Nvidia could capture $360 billion or more of this market, considering a present market share of 90% in the AI GPU market. Nvidia had a GPU shipment share of 98% in 2023, but could lose some market share to other GPUs offers from AMD or Intel.</p><p>With that said, though, Nvidia’s new Blackwell GPU launch later this year, could supply a solid growth catalyst and the same is true for the start of H200 shipments.</p><p>Presently, based on 1Q sales, Nvidia has a run-rate sales volume of $104 billion and sales are anticipated to grow 35% next year. This sales estimate could thus be conservative, however, and, based on AMD’s market projections, Nvidia’s data center sales could be more than triple between 2024 and 2027, to more than $300 billion, up from $90 billion in 1Q (on a run-rate basis).</p><p>With just about $100 billion in run-rate data center sales today, Nvidia could be poised to grow its sales at closer to 50% annually, leaving room for a multiple decompression.</p><h2 id=\"id_4008620745\">Why Nvidia Is A Steal At $130</h2><p>Nvidia’s multiple is, in my opinion, shockingly moderate given the 30% (or much higher) annual sales growth potential that is presented by the Machine-Learning market (40% by the Generative AI market) and Nvidia’s accelerator release road-map.</p><p>Presently, Nvidia is selling for just 35x leading (next year’s) profits, which seems shockingly inadequate when considering the company’s implied sales growth potential.</p><p>Nvidia, based on the Yahoo Finance consensus, is anticipated to earn $3.69 per share this year, implying a YoY profit growth rate of 36%. AMD is anticipated to earn $5.56. AMD’s consensus reflects 59% YoY profit growth as the chip company accelerates its AI GPU products. Thus, AMD is selling for 33x leading earnings.</p><p>With a nearly identical earnings multiple, I would choose Nvidia any day of the week given its commanding market share in the GPU market.</p><p>Furthermore, I think that the market underestimates Nvidia’s sales growth for reasons stated, which means the actual valuation ratios may not be as high as they appear.</p><p>In my view, Nvidia could sell for 45x leading earnings (implied intrinsic value of $166) when considering the ramp in data center sales in the next three years, catalyzed by growth in Machine-Learning and in the escalating size of AI GPU clusters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e23970d29472c89db95beec2a956464d\" tg-width=\"640\" tg-height=\"179\"/></p><p>Earnings Estimate (Yahoo Finance)</p><h2 id=\"id_2089035651\">What Could Go Wrong?</h2><p>Nvidia might not be able to realize its AI potential, or grow slower than I proposed in the calculation above. With that being said, though, Nvidia’s growth potential is very secular and sustainable, in my view, and the company is already taking a big bite out of the evolving AI opportunity. Over the long run, 126% YoY growth rates are not sustainable, so there might be a point of sales growth deceleration moving forward.</p><p>My calculation above was also assuming that Nvidia could possibly grow its sales 50% per annum, and there is no guarantee that this will be realized either.</p><h2 id=\"id_245281593\">My Conclusion</h2><p>Nvidia presented stellar growth in the last year, due to skyrocketing growth in data centers.</p><p>Though the stock has soared, Nvidia’s earnings potential is shockingly reasonable when considering the underlying AI market opportunity that is set to drive the company’s main business data center. With the stock selling for 35x leading earnings, I think that investors are getting a very good deal.</p><p>The real potential moving forward will be in Machine-Learning and Generative AI. This is poised to boost the scale of AI GPU training clusters. Since Nvidia’s processors are the preferred choice for companies to train their AI models right now, it is in an excellent position to leverage its H200 and Blackwell GPU chips and scale shipments up into a red-hot market.</p><p>The 35x earnings multiple as well as the potential for substantial sales estimate beats in the data center segment moving forward make Nvidia a solid growth investment.</p></body></html>","source":"seekingalpha","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>Nvidia Stock Is Still A Gift At $130</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\">\nNvidia Stock Is Still A Gift At $130\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 14:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4704311-nvidia-stock-is-still-a-gift-at-130><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split.Investors are underestimating Nvidia's sales potential in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4704311-nvidia-stock-is-still-a-gift-at-130\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","NVDA":"英伟达","BK4551":"寇图资本持仓","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - 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Multi-Manager Alternatives A (acc) SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4704311-nvidia-stock-is-still-a-gift-at-130","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2451990405","content_text":"Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split.Investors are underestimating Nvidia's sales potential in the data center segment, poised to exploit accelerating growth in the AI market.Nvidia's AI capabilities, including Generative AI, position it at the forefront of the AI revolution, with potential for substantial sales growth and multiple expansion.BING-JHEN HONGExplosive growth from the artificial intelligence industry triggered a massive rally for Nvidia Corporation in the last year. The stock has done well even after a ten-for-one stock split and some investor concerns about the sustainability of Nvidia’s growth path.Considering the mind-blowing momentum in Nvidia’s main business, data center, I think investors are still underestimating Nvidia’s sales potential, particularly as the expansion of the data center market and the AI cluster upscaling opportunity are concerned.The company is poised to exploit accelerating growth in the data center segment and, in light of big investments in machine-learning capabilities, Nvidia’s valuation is actually not excessive at all.Nvidia has the profit growth to back up its valuation, and the risk/reward relationship still looks rather compelling.Nvidia’s Data Center Sales Momentum And Machine-Learning OpportunityNvidia’s 1Q earnings were spectacular, particularly in the data center segment where sales skyrocketed to $22.6 billion, reflecting QoQ growth of 23%.Total sales reached $26.0 billion, up 18% QoQ, which put the company on a run-rate to a $100 billion plus sales trajectory each year.Sales in data centers accounted for a whopping 87% of sales in 1Q25, up from 60% a year ago. Nvidia’s data centers profit from the sale of the Hopper GPU platform. With demand for machine-learning capabilities only growing, there is a good chance that Nvidia will manage to outshine even its last earnings release in the remaining three quarters of the company’s present financial year. The reason is that growth for data center GPUs does not appear to be temporary, and the AI cluster upscaling opportunity is significant.Revenue (Nvidia Corp.)The machine-learning market is red-hot as companies are struggling to get their hands on GPUs. Nvidia’s chips are used for various purposes such as edge-to-cloud computing, the powering of automotive driving technology, cryptocurrency mining and professional applications. In recent quarters, however, they are mainly used by large data centers that need to stack them with tens of thousands of GPUs to train large-language models.Machine learning is a very compelling sector that is poised to see skyrocketing growth until the end of the decade, and Nvidia is sitting right at the spearhead of this AI revolution. This growth is also secular, driven by demand for AI capabilities, not by temporary factors.The market for machine learning is poised to grow at 19% per annum, according to Statista Market Insights, which obviously presents an enormous lever for Nvidia to scale its existing AI capabilities.Market Size (Statista)Nvidia could profit from this accelerating growth through its main GPUs that power AI applications, but also through its AI software platform, which is mainly marketed to companies.Nvidia AI software includes Generative AI capabilities. These could help companies deploying Nvidia’s AI arsenal to realize productivity increases, optimize supply chains/cost structures, and deliver in-depth analytics insights that could impact the speed and accuracy of business and investment decisions.Nvidia’s GPUs, like the RTX, are used for deep learning purposes and Nvidia’s lead processor, the NVIDIA H100 Tensor Core GPU, is used as the foundation for artificial intelligence usage on the data center level.The NVIDIA H100 Tensor Core GPU has been designed for optimizing the development, training and at-scale deployment of generative AI/language models that are demanded by almost every major company right now. It was the fastest GPU available in the market and therefore particularly demanded by companies that require a fast tackling of AI and HPC workloads.With Nvidia providing the cornerstone of such generative AI/language models, Nvidia has positioned itself at the very center of the AI revolution.Nvidia has a pole position in the AI processor market (as reflected in its financials) over competitors like Advanced Micro Devices, Inc. (AMD) which only recently got around to announcing competing processors.One product that is coming users’ way is the AI accelerator MI300X, which is specifically tailored to support machine learning. Currently, Nvidia is the leading AI processor manufacturer. According to Advanced Micro Devices’ (AMD) CEO Lisa Su, industry demand is substantially outstripping supply. This means both Nvidia and Advanced Micro Devices are poised to see big upside in data center sales and GPU shipment growth moving forward.Expanding the view beyond mere machine learning potential, and including all Generative AI pathways for monetization, leaves us (and Nvidia) with an even rosier picture for sustained, long-term sales growth.As a long-term investor, I am primarily interested in seeing strong underlying market growth that a company at the forefront of its industry, like Nvidia, can leverage to its advantage and, possibly, grow even faster than the market.According to Bloomberg Research, the Generative AI market is poised to grow even faster than the Machine Learning market. Generative AI leverages concepts like deep learning and neural networks and is used primarily, but not exclusively, in the content creation space.The market for Generative AI is anticipated to grow to $1.3 trillion by 2032, up from just $67 billion in 2023. This means the market is anticipated to grow 39% per year in the next nine years.The takeaway for investors here is that the AI revolution more likely than not indicates that we are at a very early stage of AI adoption. Put simply, Nvidia’s AI growth curve is just getting started, which implies substantial potential, if not for multiple expansion, then for sales growth.Generative AI Revenue Growth (Bloomberg Intelligence, IDC)AI Cluster Upscaling And Sales EstimatesCommon clusters to train artificial intelligence models include tens-of-thousands of GPUs, but the market seems primed for exponential growth in this core area of Nvidia’s business. In turn, this could lead to investors still underestimating Nvidia’s data center sales growth potential. The trend is for much bigger AI clusters and supercomputers, which could drastically increase demand for GPUs moving forward.AMD’s Lisa Su said at the end of last year that the chip company anticipates to see the data market grow into a size of $400 billion by 2027. Nvidia owns more than 90% of this market.Some companies, like Microsoft and OpenAI, have said they intend to build supercomputers with more than 1 million GPUs to train large-language models (“LLMs”). With AI GPU training clusters now made up of 10ks of GPU, the AI clusters used in the future could potentially include millions of GPUs, representing a 10x increase over the present size.My view here is that the upscaling in the size of AI clusters (a larger number of GPUs included in a training cluster), represents an opportunity for Nvidia particularly to leverage its strength in the GPU market. H200 chips are shipping in the latter half of this year, and Nvidia’s Blackwell GPU is hitting the market as well at the end of the year. These new chips promise higher performance and reduced power consumption, which could make them top-sellers for Nvidia at a time of accelerating demand for compute.If AMD’s estimate for $400 billion in data center chip sales by 2027 is correct, then Nvidia could capture $360 billion or more of this market, considering a present market share of 90% in the AI GPU market. Nvidia had a GPU shipment share of 98% in 2023, but could lose some market share to other GPUs offers from AMD or Intel.With that said, though, Nvidia’s new Blackwell GPU launch later this year, could supply a solid growth catalyst and the same is true for the start of H200 shipments.Presently, based on 1Q sales, Nvidia has a run-rate sales volume of $104 billion and sales are anticipated to grow 35% next year. This sales estimate could thus be conservative, however, and, based on AMD’s market projections, Nvidia’s data center sales could be more than triple between 2024 and 2027, to more than $300 billion, up from $90 billion in 1Q (on a run-rate basis).With just about $100 billion in run-rate data center sales today, Nvidia could be poised to grow its sales at closer to 50% annually, leaving room for a multiple decompression.Why Nvidia Is A Steal At $130Nvidia’s multiple is, in my opinion, shockingly moderate given the 30% (or much higher) annual sales growth potential that is presented by the Machine-Learning market (40% by the Generative AI market) and Nvidia’s accelerator release road-map.Presently, Nvidia is selling for just 35x leading (next year’s) profits, which seems shockingly inadequate when considering the company’s implied sales growth potential.Nvidia, based on the Yahoo Finance consensus, is anticipated to earn $3.69 per share this year, implying a YoY profit growth rate of 36%. AMD is anticipated to earn $5.56. AMD’s consensus reflects 59% YoY profit growth as the chip company accelerates its AI GPU products. Thus, AMD is selling for 33x leading earnings.With a nearly identical earnings multiple, I would choose Nvidia any day of the week given its commanding market share in the GPU market.Furthermore, I think that the market underestimates Nvidia’s sales growth for reasons stated, which means the actual valuation ratios may not be as high as they appear.In my view, Nvidia could sell for 45x leading earnings (implied intrinsic value of $166) when considering the ramp in data center sales in the next three years, catalyzed by growth in Machine-Learning and in the escalating size of AI GPU clusters.Earnings Estimate (Yahoo Finance)What Could Go Wrong?Nvidia might not be able to realize its AI potential, or grow slower than I proposed in the calculation above. With that being said, though, Nvidia’s growth potential is very secular and sustainable, in my view, and the company is already taking a big bite out of the evolving AI opportunity. Over the long run, 126% YoY growth rates are not sustainable, so there might be a point of sales growth deceleration moving forward.My calculation above was also assuming that Nvidia could possibly grow its sales 50% per annum, and there is no guarantee that this will be realized either.My ConclusionNvidia presented stellar growth in the last year, due to skyrocketing growth in data centers.Though the stock has soared, Nvidia’s earnings potential is shockingly reasonable when considering the underlying AI market opportunity that is set to drive the company’s main business data center. With the stock selling for 35x leading earnings, I think that investors are getting a very good deal.The real potential moving forward will be in Machine-Learning and Generative AI. This is poised to boost the scale of AI GPU training clusters. Since Nvidia’s processors are the preferred choice for companies to train their AI models right now, it is in an excellent position to leverage its H200 and Blackwell GPU chips and scale shipments up into a red-hot market.The 35x earnings multiple as well as the potential for substantial sales estimate beats in the data center segment moving forward make Nvidia a solid growth investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326366314283176,"gmtCreate":1720703443782,"gmtModify":1720703453608,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"set trailing stop to ride the rise","listText":"set trailing stop to ride the rise","text":"set trailing stop to ride the rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326366314283176","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324104668487720,"gmtCreate":1720133282919,"gmtModify":1720133286773,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities&nbsp;","listText":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities&nbsp;","text":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324104668487720","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321410050875400,"gmtCreate":1719499482561,"gmtModify":1719499491492,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> should move up","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> should move up","text":"$Micron Technology(MU)$ should move up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321410050875400","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320737515852072,"gmtCreate":1719327033045,"gmtModify":1719395003621,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113434525892692","authorIdStr":"4113434525892692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320737515852072","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}