To The Moon

Log In/Sign Up

Vincent LS

    • Vincent LSVincent LS
      ·07-04 17:53
      A piece of rubbish analysis. 

      Prediction: Nvidia Can Plunge by Up to 56% in the Second Half of 2024

      The glory days of the world's leading artificial intelligence (AI) company may already be in the rearview mirror.
      Prediction: Nvidia Can Plunge by Up to 56% in the Second Half of 2024
      1Comment
      Report
    • Vincent LSVincent LS
      ·06-25
      $NVIDIA Corp(NVDA)$  Nothing has changed from two weeks ago. Love the market volatility. But one year from now, we will see. Nvidia is sitting in several markets where it is a dominant force and where earnings have not been priced in! And what's the revenue and earnings potential from Blackwell? Do the maths traders! up up up! 
      4953
      Report
    • Vincent LSVincent LS
      ·06-17
      $Direxion Daily NVDA Bull 2X Shares(NVDU)$  Looking at 200 by Feb 2025! 
      191Comment
      Report
    • Vincent LSVincent LS
      ·06-15
      When you don't have capital , you cannot rely on diversified portfolio to grow, it has to be single stock approach! Choose the best! 
      Sorry, this post has been deleted
      77Comment
      Report
    • Vincent LSVincent LS
      ·06-09
      Nvidia share price is cheap considered the tehnological advancement and demand outstrips supply. new applications are unlocked every time computing power accelerates.

      Here's what could slow Nvidia's momentum

      Nvidia needs to grow by 70% a year to support its stock price. Nvidia's stock is unlikely to produce the return that exuberant investors are expecting.Nvidia shareholders need a reality check. Nvidia's stock price is currently trading on the implicit assumption of faster growth than even the most optimistic Wall Street analyst is projecting. Nvidia's stock is unlikely to produce the return that exuberant investors are expecting.Pointing this out is not a criticism of the company, whose performance has been nothing short of phenomenal. It's a matter of simple math: How fast must Nvidia grow to support its stock price?A helpful analogy is Qualcomm , one of the highest-flying companies of the dot-com era. Its stock rose 26-fold in 1999 alone. Upon focusing only on how much the company's earnings have grown since then, you might conclude that the high stock price at year-end 1999 was justified. Research Affiliates recently pointed out that, since 199
      Here's what could slow Nvidia's momentum
      167Comment
      Report
    • Vincent LSVincent LS
      ·06-06
      $NVIDIA Corp(NVDA)$  I'm not a technical analyst., I'm just an accountant. How much will Nvidia price Blackwell platform which boasts 25x more computing power than Hoppers GPU?  15-20x hike in pricing? Do the maths!
      316Comment
      Report
    • Vincent LSVincent LS
      ·06-05
      $NVIDIA Corp(NVDA)$  Nvidia’s Blackwell GPUs are going bigger rather than denser compared to the previous Hopper chips. Two dies are glued together to form a single GPU. Each of these GPUs is connected with something resembling a spinal backbone, enabling them to function together as if they are one GPU. This approach is ingenious because rack space is less of a constraint for AI accelerators in data centers. Additionally, it allows Nvidia to continue using chips manufactured with the more mature 4NP technology rather than the latest 3nm technology. This results in better output rates and lower costs per unit. Oh, the glue and spinal cord are patented! 😅😅 This is the check-mate moment. And not a surprise, AMD’s Lisa
      369Comment
      Report
    • Vincent LSVincent LS
      ·05-24
      $NVIDIA Corp(NVDA)$   NVIDIA FY2025Q1 is out. As what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context. My take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance. [ Market growth X market leadership X right valuation X market liquidity ] https://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST
      140Comment
      Report
    • Vincent LSVincent LS
      ·05-10
      $NVIDIA Corp(NVDA)$   TSMC has a strong March and April revenue, mainly driven by AI chips. Crunch the numbers and you will be able to predict the revenue for NVIDIA for FY25 Q1 (FEB - APR). It will be a very strong revenue and GP margin, exceeding management guidance.
      1.50K1
      Report
    • Vincent LSVincent LS
      ·04-21
      $NVIDIA Corp(NVDA)$  The tech sell-off last week evokes memories of the FAANG meltdown in 2021. Short-sellers are celebrating a rare victory and advocating for further downward correction. The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors. Financial news portals tend to present one-sided stories, exacerbating market volatility. While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escal
      451Comment
      Report
       
       
       
       

      Most Discussed

       
       
       
       
       

      Terms and Conditions·Privacy Policy

      Company: TTMF Limited. Tech supported by Xiangshang Yixin.

      Email：uservice@ttm.financial