$NVIDIA Corp(NVDA)$ love this market volatility.! Buy buy buy. Nothing has changed that has altered Nvidia market leadership position, the value that AI brings and the technology prowess it holds. And the sweet spot, valuation is cheap on forward PE!
$NVIDIA Corp(NVDA)$ 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!
When you don't have capital , you cannot rely on diversified portfolio to grow, it has to be single stock approach! Choose the best!
With nothing in my savings account, I'd use Warren Buffett's golden rule to build wealth
Given the cost of living crisis, it's probable that many readers don't have as much in their savings accounts as they would like. But don't worry if that's the case because history shows that it's possible to build a meaningful nest egg by following in the footsteps of Warren Buffett. Even when starting from zero. Especially if you follow the Oracle of Omaha's "golden rule" of investing. What is Warren Buffett's golden rule?
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
$NVIDIA Corp(NVDA)$ 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!
$NVIDIA Corp(NVDA)$ 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