I think i will pass for nvdia.

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lars
02-22

I think i will pass for nvdia... Still many hidden gem in market

What Bubble? Nvidia Profits Are Rising Even More Than Its Stock

New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market tha

What Bubble? Nvidia Profits Are Rising Even More Than Its Stock

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Still many hidden gem in market","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/276853915414752","repostId":2413260971,"repostType":2,"repost":{"id":"2413260971","kind":"highlight","pubTimestamp":1708615599,"share":"https://www.laohu8.com/m/news/2413260971?lang=&edition=full","pubTime":"2024-02-22 23:26","market":"us","language":"en","title":"What Bubble? Nvidia Profits Are Rising Even More Than Its Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2413260971","media":"Bloomberg","summary":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market tha","content":"<html><head></head><body><ul style=\"\"><li><p>New guidance set to push down stock’s price-to-earnings ratio</p></li><li><p>Seeing Nvidia as too expensive a ‘huge mistake’: Main Street</p></li></ul><p>Nvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.</p><p>All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.</p><p>“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”</p><p>Put another way, Nvidia’s earnings have been growing even faster than the stock.</p><p>Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/505e79ecf9938a1967e7f5b7a8a70722\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.</p><p>While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.</p><p>“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.</p><p>Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.</p><p>“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”</p><p>To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.</p><p>“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”</p><p>But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.</p><p>“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.</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>What Bubble? 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Nvidia Profits Are Rising Even More Than Its Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4587":"ChatGPT概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4543":"AI","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4567":"ESG概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413260971","content_text":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”Put another way, Nvidia’s earnings have been growing even faster than the stock.Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":52,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}