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04-17

Can't ignore AMD.

Nvidia Isn't Just a Chip Stock, And Could Soar 30% When Investors Realize That

Nvidia's ecosystem prepares it to reap the spoils of a new computing era, according to an analyst. Nvidia Corp. is approaching the anniversary of when it surprised Wall Street by trouncing forecast expectations on the heels of robust artificial-intelligence demand, and its stock is up some 220% over the past year.Evercore ISI analyst Kirk Materne thinks Wall Street isn't giving Nvidia enough credit for its vast ecosystem, and that's the crux of his new bullish view that implies roughly 30% upside for the stock.Nvidia isn't just a semiconductor company, from Materne's perspective, as it has an ecosystem of chips, hardware and software that deliver a key advantage - and big revenue potential.Read: AMD's stock can surge 40%, this new bull says - even as Nvidia still dominates. He added that Nvidia bears may be worried that the company is "pricing itself out of the market" with cards that run at roughly 25 times the price of central processing units from Intel and AMD. "We view this as an

Nvidia Isn't Just a Chip Stock, And Could Soar 30% When Investors Realize That

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Nvidia Corp. is approaching the anniversary of when it surprised Wall Street by trouncing forecast expectations on the heels of robust artificial-intelligence demand, and its stock is up some 220% over the past year.Evercore ISI analyst Kirk Materne thinks Wall Street isn't giving Nvidia  enough credit for its vast ecosystem, and that's the crux of his new bullish view that implies roughly 30% upside for the stock.Nvidia isn't just a semiconductor company, from Materne's perspective, as it has an ecosystem of chips, hardware and software that deliver a key advantage - and big revenue potential.Read: AMD's stock can surge 40%, this new bull says - even as Nvidia still dominates. He added that Nvidia bears may be worried that the company is \"pricing itself out of the market\" with cards that run at roughly 25 times the price of central processing units from Intel and AMD. \"We view this as an","content":"<html><head></head><body><p>Nvidia Corp. is approaching the anniversary of when it surprised Wall Street by trouncing forecast expectations on the heels of robust artificial-intelligence demand, and its stock is up some 220% over the past year.</p><p>With that backdrop, it&#39;s perhaps hard to fathom that the company could be severely underestimated by investors. But what if it is? <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI analyst Kirk Materne thinks Wall Street isn&#39;t giving Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> enough credit for its vast ecosystem, and that&#39;s the crux of his new bullish view that implies roughly 30% upside for the stock.</p><p>Nvidia isn&#39;t just a semiconductor company, from Materne&#39;s perspective, as it has an ecosystem of chips, hardware and software that deliver a key advantage - and big revenue potential.</p><p>The company&#39;s data-center revenues are higher than those of Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> because Nvidia &#34;sells boards and boxes vs INTC and AMD selling chips,&#34; he wrote. &#34;Furthermore, the price of NVDA&#39;s software ecosystem is in part embedded in the price of its systems.&#34;</p><p>He added that Nvidia bears may be worried that the company is &#34;pricing itself out of the market&#34; with cards that run at roughly 25 times the price of central processing units from Intel and AMD. &#34;We view this as an apples-to-oranges comparison, like comparing a $150 Qualcomm Snapdragon processor to a $1,500 iPhone,&#34; Materne wrote.</p><p>He initiated coverage of Nvidia shares with an outperform rating and $1,160 target price overnight, writing of his view that every 15 to 20 years witnesses a new &#34;computing era&#34; and that those are &#34;typically dominated by a single vertically integrated ecosystem company.&#34;</p><p>The company that emerges at the ecosystem player traditionally &#34;captures 80% of the value created during its respective computing era, while others compete for the other 20%,&#34; Materne continued.</p><p>Nvidia looks to be the dominant player in parallel processing, according to Materne, and the good news for investors is that this era is &#34;only in the beginning phases of generating outsized returns for its investors.&#34;</p><p>Shares of Nvidia are up 1.6% on Tuesday trading, after declining by more than 2% in each of the past two sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 Isn't Just a Chip Stock, And Could Soar 30% When Investors Realize That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-17 11:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia Corp. is approaching the anniversary of when it surprised Wall Street by trouncing forecast expectations on the heels of robust artificial-intelligence demand, and its stock is up some 220% over the past year.</p><p>With that backdrop, it&#39;s perhaps hard to fathom that the company could be severely underestimated by investors. But what if it is? <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI analyst Kirk Materne thinks Wall Street isn&#39;t giving Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> enough credit for its vast ecosystem, and that&#39;s the crux of his new bullish view that implies roughly 30% upside for the stock.</p><p>Nvidia isn&#39;t just a semiconductor company, from Materne&#39;s perspective, as it has an ecosystem of chips, hardware and software that deliver a key advantage - and big revenue potential.</p><p>The company&#39;s data-center revenues are higher than those of Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> because Nvidia &#34;sells boards and boxes vs INTC and AMD selling chips,&#34; he wrote. &#34;Furthermore, the price of NVDA&#39;s software ecosystem is in part embedded in the price of its systems.&#34;</p><p>He added that Nvidia bears may be worried that the company is &#34;pricing itself out of the market&#34; with cards that run at roughly 25 times the price of central processing units from Intel and AMD. &#34;We view this as an apples-to-oranges comparison, like comparing a $150 Qualcomm Snapdragon processor to a $1,500 iPhone,&#34; Materne wrote.</p><p>He initiated coverage of Nvidia shares with an outperform rating and $1,160 target price overnight, writing of his view that every 15 to 20 years witnesses a new &#34;computing era&#34; and that those are &#34;typically dominated by a single vertically integrated ecosystem company.&#34;</p><p>The company that emerges at the ecosystem player traditionally &#34;captures 80% of the value created during its respective computing era, while others compete for the other 20%,&#34; Materne continued.</p><p>Nvidia looks to be the dominant player in parallel processing, according to Materne, and the good news for investors is that this era is &#34;only in the beginning phases of generating outsized returns for its investors.&#34;</p><p>Shares of Nvidia are up 1.6% on Tuesday trading, after declining by more than 2% in each of the past two sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4515":"5G概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","NVDA":"英伟达","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4566":"资本集团","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4579":"人工智能","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4588":"碎股","BK7504":"锂钴概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4550":"红杉资本持仓","INTC":"英特尔","BK7095":"多种金属与采矿","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4551":"寇图资本持仓","AMD":"美国超微公司","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4512":"苹果概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427879169","content_text":"Nvidia Corp. is approaching the anniversary of when it surprised Wall Street by trouncing forecast expectations on the heels of robust artificial-intelligence demand, and its stock is up some 220% over the past year.With that backdrop, it's perhaps hard to fathom that the company could be severely underestimated by investors. But what if it is? Evercore ISI analyst Kirk Materne thinks Wall Street isn't giving Nvidia $(NVDA)$ enough credit for its vast ecosystem, and that's the crux of his new bullish view that implies roughly 30% upside for the stock.Nvidia isn't just a semiconductor company, from Materne's perspective, as it has an ecosystem of chips, hardware and software that deliver a key advantage - and big revenue potential.The company's data-center revenues are higher than those of Intel Corp. $(INTC)$ and Advanced Micro Devices Inc. $(AMD)$ because Nvidia \"sells boards and boxes vs INTC and AMD selling chips,\" he wrote. \"Furthermore, the price of NVDA's software ecosystem is in part embedded in the price of its systems.\"He added that Nvidia bears may be worried that the company is \"pricing itself out of the market\" with cards that run at roughly 25 times the price of central processing units from Intel and AMD. \"We view this as an apples-to-oranges comparison, like comparing a $150 Qualcomm Snapdragon processor to a $1,500 iPhone,\" Materne wrote.He initiated coverage of Nvidia shares with an outperform rating and $1,160 target price overnight, writing of his view that every 15 to 20 years witnesses a new \"computing era\" and that those are \"typically dominated by a single vertically integrated ecosystem company.\"The company that emerges at the ecosystem player traditionally \"captures 80% of the value created during its respective computing era, while others compete for the other 20%,\" Materne continued.Nvidia looks to be the dominant player in parallel processing, according to Materne, and the good news for investors is that this era is \"only in the beginning phases of generating outsized returns for its investors.\"Shares of Nvidia are up 1.6% on Tuesday trading, after declining by more than 2% in each of the past two sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"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,"upFlag":false,"length":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}