NVDA: Huge Potential to Buy!
Hello everyone! Today i want to share some trading ideas with you!
1.
Today is the most anticipated earnings day of the Q3 cycle, with $NVIDIA Corp(NVDA)$ set to report after the bell -- here’s why I’m bullish on the company 👇
AI Leadership
• NVIDIA power over 90% of the world’s AI workloads, with its CUDA platform supported by 4M+ developers.
• Omniverse is used by over 700 companies, enabling industrial digital twins & real-time 3D collaboration.
• The data center segment generated $10.3B in revenue in Q2 -- growing 141% YoY.
Big Tech Partnerships
• Big Tech’s CapEx investments surged from Q2 to Q3:
• $Amazon.com(AMZN)$ ($60B → $70B)
• $Alphabet(GOOGL)$ ($44B → $49B)
• $Microsoft(MSFT)$ ($44B → $49B)
• $Meta Platforms, Inc.(META)$ ($29B → $31B)
Gaming Dominance
• GeForce GPUs command over 80% market share in the discrete GPU segment.
Global AI Market Opportunity
• The AI market is projected to grow to $1.6T by 2030, with NVIDIA poised to capture a significant share as the leading AI hardware & software provider.
• NVIDIA leads in edge AI with Jetson, its platform for robotics, drones, & IoT devices -- used by thousands of developers worldwide in a market growing at a 32% CAGR through 2030.
Follow me to learn more about analysis!!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
What’s your target price for $NVIDIA Corp(NVDA)$ ?