• angskkangskk
      ·2023-10-22
      $NVIDIA Corp(NVDA)$ Still not a good buy yet because of too high valuation. 
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    • Success88Success88
      ·2023-10-22
      $NVIDIA Corp(NVDA)$  Althought short term will affected by US latest sanction but for long term I think NVIDIA still a good stock in invest.  Latest new from NVIDIA.  NVIDIA has just rolled out what they're calling their biggest system software update ever to their Jetson ecosystem, which brings generative AI (GenAI) and Metropolis expansion to Jetson Orin and a new ROS 2.0 (Robot OS) for the Isaac robotics platform. The major focus of this update is to bring about GenAI capabilities to computer vision processing, like what OpenAI did for text and images (ChatGPT and DALL-E). NVIDIA hopes that this will transform the way we interact with autonomous machines as GenAI o
      183Comment
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    • peksspekss
      ·2023-10-22

      Are AI stocks still good buys or goodbye?

      Stocks which had previously benefited from the recent artificial intelligence hype took a humble pill last week after Nvidia, arguably the AI bellwether, was hammered down over 8% with the tightening of AI chip exports from US to China, and brought the entire semiconductor sector $Semiconductor Bull 3X Shares(SOXL)$  along with it. $Taiwan Semiconductor Manufacturing(TSM)$ , which is the leading semiconductor foundry supplying to Nvidia, has suffered collateral damage after finding itself caught in the crossfire of the export curbs. With dim prospects of AI ventures bringing home the bacon in the near term, AI stocks the likes of
      1.60KComment
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      Are AI stocks still good buys or goodbye?
    • GigibumGigibum
      ·2023-10-22
      251Comment
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    • GigibumGigibum
      ·2023-10-22
      134Comment
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    • GigibumGigibum
      ·2023-10-22
      206Comment
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    • GigibumGigibum
      ·2023-10-22
      156Comment
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    • bt_wong316bt_wong316
      ·2023-10-21
      50Comment
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    • Zix2412Zix2412
      ·2023-10-21
      78Comment
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    • Topaz7Topaz7
      ·2023-10-20
      $NVIDIA Corp(NVDA)$ We can't deny that the introduction and rise of artificial intelligence has contributed significantly to the semi-conductor industry. However, no matter how high the stock has risen, it will have to take a deep breath or shallow breath for a break/rest. Over the past months, NVDA has risen tremendously. In fact, the stock price has overstretched and is way above its intrinsic value. I believe that it is very normal for NVDA share price to retrace or pull-back. If I am investing in NVDA, I will prefer to buy when it is undervalued and finding a support level.
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    • DAVID ANDRIDAVID ANDRI
      ·2023-10-20
      1961
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    • JediGingerNinjaJediGingerNinja
      ·2023-10-20
      $NVIDIA Corp(NVDA)$ autoinvested in this company. It goes down I buy cheap it goes up I'm in profit and still buying. Dollar cost averaging baby all day every day! Show me the money...
      163Comment
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    • simon25simon25
      ·2023-10-20
      230Comment
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    • ZOE011ZOE011
      ·2023-10-19
      $NVIDIA Corp(NVDA)$ Fiscal second-quarter sales came in at $13.5 billion, eclipsing Nvidia’s original forecast of about $11 billion. For the third quarter, management expects sales of $16 billion, while Wall Street currently projects $12.6 billion.Given every firm in Europe and US is scrambling to develop AI tools to increase productivity, you think Nvidia is going to miss 3rd quarter earnings? Or do you think their forecast might be prudent?This is a buying opportunity.oh. awesome. i'm up already. super fun
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    • 0billionaire0billionaire
      ·2023-10-19
      $NVIDIA Corp(NVDA)$ I view trading as a long term game over the next 20 years which will help me to build massive wealth - it is not a get rich quick scheme.After the recent rally of more than 300% on Nvidia stock, it is quite likely that we will see at least a short term correction towards the downside. We could see a drop back to the previous all time high which is perfectly lining up with the lower rising channel support trendline.Most of the people always follow the quick money. But the quick money is never the big money.They think that making 5% a month consistently is reasonable, which is one of the reasons why so many traders fail.The only think which you can control is your risk, everything else is unknown.Keep y
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    • Danu88Danu88
      ·2023-10-19
      119Comment
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    • OursBlueOursBlue
      ·2023-10-19
      $NVIDIA Corp(NVDA)$  For long term invest
      171Comment
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    • QueenSWQueenSW
      ·2023-10-19
      122Comment
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    • muddinkkmuddinkk
      ·2023-10-19
      216Comment
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    • OptionsBBOptionsBB
      ·2023-10-18

      Options Spy | Bank stocks are under short-term pressure to break through

      As attention shifted to earnings season this week, money moved into big tech stocks, but Apple weakened on disappointing iPhone 15 sales in China.Royal Bank of Canada raised its forecast for net earnings per share for the S&P 500, despite the challenges of sticky inflation and a Federal Reserve that expects to keep interest rates higher for a long time. Royal Bank of Canada (RBC) expects recent macro moves to push S&P 500 earnings to $223 in 2023On the geopolitical front, investors remained focused on the crisis in the Middle East. Some analysts believe a full-blown regional conflict could send oil prices soaring above $100 a barrel, risking a global recession.Morgan Stanley analyst Michael Wilson said in a note that a rebound in the S&P 500 is "very likely" in the fourth quart
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      Options Spy | Bank stocks are under short-term pressure to break through
    • Value_investingValue_investing
      ·2023-10-18

      Nvidia is not afraid of the US chip export curbs!

      Yesterday, the shares of $NVIDIA Corp(NVDA)$, the king of GPU, once plunged nearly 8%. On the news, the United States announced that the ban on chips in China had been upgraded, and the H100 and H800 series GPU for China had been added to the restrictions. Investors were worried that the Sino-US chip war would affect Nvidia's performance.But don't worry, Nvidia is not afraid of the escalating chip export curbs in the United States!On the surface, Nvidia's revenue from China accounts for as much as 20%, but the company has a lot of ways to mitigate the impact of the ban. First, Nvidia sells not only data center GPU to China, but also games and car chips, and the combined revenue of the latter two is similar to that of data centers:Second, Nvidia ca
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      Nvidia is not afraid of the US chip export curbs!
    • Tiger_NewspressTiger_Newspress
      ·2023-10-18

      Post-Bell | Nasdaq Ends Slightly Lower While the Dow is Nearly Flat; Nvidia Stock Falls 4.7%

      The Nasdaq ended lower while the Dow and S&P 500 were nearly flat on Tuesday as Treasury yields rose and shares of chipmakers fell after the Biden administration said it planned to halt shipments of advanced artificial intelligence chips to China.Market SnapshotThe Dow Jones Industrial Average rose 13.11 points, or 0.04%, to 33,997.65, the S&P 500 fell 0.43 points, or 0.01%, to 4,373.20 and the Nasdaq Composite fell 34.24 points, or 0.25%, to 13,533.75.Market MoversThese stocks made moves Tuesday: $Nvidia (NVDA)$ fell 4.7% after the Biden administration said it would be tightening its restrictions on exports of artificial intelligence chips to China. A spokesperson at the chip maker told Barron’s that given the worldwide demand f
      239Comment
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      Post-Bell | Nasdaq Ends Slightly Lower While the Dow is Nearly Flat; Nvidia Stock Falls 4.7%
    • jace0777jace0777
      ·2023-10-18

      Nvidia’s rollercoaster ride 🎢

      The recent export curbs on $NVIDIA Corp(NVDA)$  A800 and H800 chips have shaken the financial landscape, causing a 5% dip in Nvidia's stock and wiping out a jaw-dropping $53.5 billion in market value overnight. As I've been watching these developments unfold, I've been grappling with a mix of surprise, concern, and curiosity. Here's my personal reflection on Nvidia's current situation and its future. Some quick thoughts 🧠 The Numbers Speak: Quantifying the Immediate Impact A 5% decline has substantial financial implications. A 5% decline in Nvidia's stock might seem modest at first glance, but when contextualized, it represents a loss of over $53.5 billion in market capitalization. To put this in perspective, this is equivalent to the e
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      Nvidia’s rollercoaster ride 🎢
    • JinHanJinHan
      ·2023-10-18

      Nvidia’s Future Amidst Export Restrictions: Evaluating Market Impact

      The recent announcement of export restrictions imposed by the Biden administration on advanced chips to China, including those from Nvidia, has sent ripples through the semiconductor industry, prompting a reassessment of market dynamics and investment strategies. As the global landscape continues to grapple with geopolitical tensions and escalating trade measures, Nvidia’s projected growth and revenue outlook appear to be under the spotlight, prompting investors to scrutinize the implications of the recent sell-off and its potential long-term impact. Here’s an in-depth analysis of the situation and an exploration of my stance as a long-term investor in Nvidia. $NVIDIA Corp(NVDA)$  Unpacking the Implications of E
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      Nvidia’s Future Amidst Export Restrictions: Evaluating Market Impact
    • JacksNifflerJacksNiffler
      ·2023-10-18

      Why China-export rules boosts this M&A arbitrage?

      The Biden administration unilaterally upgraded chip-related sanctions against China, affecting not only the 8% intraday drop in $NVIDIA Corp(NVDA)$ (though it closed at -4%), but also the acquisition of $VMware(VMW)$ . $Broadcom(AVGO)$ was planning to acquire VMware for over $60 billion, making it a crucial deal hinging on antitrust regulations in various countries. While countries like the UK, South Korea, and Japan had previously given their consent for this union, China's stance on "chip sanctions" became the most significant variable in this merger. Last Friday (October 12th), there were reports in the media that Chinese regulators had intentions to "greenlig
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      Why China-export rules boosts this M&A arbitrage?
    • Success88Success88
      ·2023-10-22
      $NVIDIA Corp(NVDA)$  Althought short term will affected by US latest sanction but for long term I think NVIDIA still a good stock in invest.  Latest new from NVIDIA.  NVIDIA has just rolled out what they're calling their biggest system software update ever to their Jetson ecosystem, which brings generative AI (GenAI) and Metropolis expansion to Jetson Orin and a new ROS 2.0 (Robot OS) for the Isaac robotics platform. The major focus of this update is to bring about GenAI capabilities to computer vision processing, like what OpenAI did for text and images (ChatGPT and DALL-E). NVIDIA hopes that this will transform the way we interact with autonomous machines as GenAI o
      183Comment
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    • Tiger_commentsTiger_comments
      ·2023-10-18

      Limited impacts on NVDA's financials? Will you bottom NVDA at $400?

      Due to export curbs on the A800 and H800 chips, $NVIDIA Corp(NVDA)$ fell 5% and its market value evaporated overnight by over $53.5 billion.Why does the export curb have limited impacts on Nvidia’s financials? Most of the recent demand has come from US-based entities. Market assumes that $NVIDIA Corp(NVDA)$ will quickly redesign a chip to meet new standards.PIPER SANDLERWe see these impacts as insignificant in the near-term despite NVDA historically deriving~20%of revenues from China.  Mizuho flagged the potential for a~6%drag on EPS. $NVIDIA Corp(NVDA)$ said in August that it did not expect additional restrictions on data cente
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      Limited impacts on NVDA's financials? Will you bottom NVDA at $400?
    • MrzorroMrzorro
      ·2023-10-18
      Options Market Statistics: Nvidia Stock Falls After U.S. Announces New Restrictions on AI Chip Exports, Options Pop $NVIDIA Corp(NVDA)$  shares fell by 4.68%, closing at $439.38. Its options trading volume is 1.52 million. Call contracts account for 54.8% of the whole trading volume. The most traded calls are contracts of $9.5 strike price that expire on October 20th. Reuters reported that the U.S. intends to tighten restrictions on AI chip exports to China and Nvidia's H800 chip, citing a U.S. government official and industry sources. Nvidia stock fell Tuesday. The Commerce Department, which oversees export controls, didn't immediately respond to a request for comment on Monday. Nvidia has previously said that
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-09-08

      BIG TECH WEEKLY | Why Apple and Nvidia become target?

      Big-Tech’s PerformanceSince no significant data, risk preferences diverged this week. Tech stocks traded with concerns, leading by Apple and NVIDIA.As of the close on September 7th, the strongest performers in the past week were $Amazon.com(AMZN)$ of +2.07%, followed by $Meta Platforms, Inc.(META)$ with +0.97% and $Microsoft(MSFT)$ with +0.22%. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ down -0.55%, $Tesla Motors(TSLA)$ -1.75%, $Apple(AAPL)$ -5.75%, and $NVIDIA C
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      BIG TECH WEEKLY | Why Apple and Nvidia become target?
    • Tiger_commentsTiger_comments
      ·2023-09-08

      [TOPIC] Financial fraud & CEO reduction: How long will Nvidia bleed?

      Recently, conspiracy theories regarding the alleged falsification of NVIDIA's second-quarter financial report have been circulating on social media and investor forums, causing a drop in stock prices on September 6th and 7th.Plus, the stock sale of CEO Jensen Huang also makes the stock performance of $NVIDIA Corp(NVDA)$ worse.1. Jensen Huang sells $42.8 mln worth of stocksAccording to recent filings, Huang exercised stock options and sold the acquired shares over the past few trading sessions. He exercised his stock options in blocks of 29,688 shares at an exercise price of $4 per share. Subsequently, he sold these shares in three separate blocks, with prices ranging from $466.13 to $497.17 per share. From these sales, Huang generated approximatel
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      [TOPIC] Financial fraud & CEO reduction: How long will Nvidia bleed?
    • TigerOptionsTigerOptions
      ·2023-08-23

      Nvidia's Earnings Awaited with Bated Breath, Impacting Market Sentiment

      All eyes are on $NVIDIA Corp(NVDA)$ , a chipmaking giant that has become synonymous with the explosive growth of artificial intelligence. Investors and analysts alike are anxiously awaiting the company's earnings report, which has the potential to send ripples through the market. The European stocks and US equity futures registered a climb, with optimism building around Nvidia's impending results. This chipmaker has been at the forefront of the AI revolution, propelling itself into the limelight and driving considerable excitement in the tech sector. The stock action is closely watched, given Nvidia's significant weight in the market. Accounting for over 3% of the S&P 500, its performance could have far-reaching
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      Nvidia's Earnings Awaited with Bated Breath, Impacting Market Sentiment
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-08-25

      BIGTECH WEEKLY | Has Nvidia stalled? Why is Google the best-performer?

      Big-Tech’s PerformanceIn the past week, NVIDIA, as a leader in the AI domain, once again released impressive financial reports, elevating investor sentiment. However, the continuous rise in US Treasury yields and concerns over Jackson Hole central bank symposium led by Jerome Powell's Federal Reserve caused considerable market volatility.As of the closing on August 17th, the standout performers of the week were $NVIDIA Corp(NVDA)$ surging by +7.26%, and $Tesla Motors(TSLA)$ , experiencing a modest rebound of 1.76%. The rest experienced declines, including $Alphabet(GOOG)$ with a slight dip of -0.02%, $Microsoft(MSFT)$ do
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      BIGTECH WEEKLY | Has Nvidia stalled? Why is Google the best-performer?
    • peksspekss
      ·2023-10-22

      Are AI stocks still good buys or goodbye?

      Stocks which had previously benefited from the recent artificial intelligence hype took a humble pill last week after Nvidia, arguably the AI bellwether, was hammered down over 8% with the tightening of AI chip exports from US to China, and brought the entire semiconductor sector $Semiconductor Bull 3X Shares(SOXL)$  along with it. $Taiwan Semiconductor Manufacturing(TSM)$ , which is the leading semiconductor foundry supplying to Nvidia, has suffered collateral damage after finding itself caught in the crossfire of the export curbs. With dim prospects of AI ventures bringing home the bacon in the near term, AI stocks the likes of
      1.60KComment
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      Are AI stocks still good buys or goodbye?
    • HuatRocketHuatRocket
      ·2023-10-18
      $NVIDIA Corp(NVDA)$  Nvidia Faces Export Curbs: A Golden Buying Opportunity? Nvidia recently took a 5% hit due to export restrictions on its A800 and H800 chips, causing its market value to vanish by a whopping $53.5 billion overnight. Is such setbacks poise a golden buying opportunity?   Despite the recent dip, Nvidia has demonstrated solid resilience over the years. If we take a peek at the 52-week stock chart, you'll notice that even with the hiccup, the stock has consistently climbed upward, proving its long-term strength. With the decline in Nvidia stock price, it might indeed be within reach for buying opportunities or accumulate your position. But, predicting the real bottom and timing the market has been
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    • UltrahishamUltrahisham
      ·2023-10-18
      Buying at the correct time Nvidia is a good company fundamentally with what I believe is a good sustainable moat especially with particular reference to Cuda which represents their software stack. Imagine what the xcode is to Apple and how developers once they are comfortable with it will be sticky to it as well as the closed environment it is in. That was how Apple cornered the smart mobile market to a certain extent with Google apps being the other closest alternative to the mobile apps world.  So with a powerful hardware stack that is well ahead of their peers, it is no surprise they are well ahead in the AI trend. The other closest competitor with regards to what they offer is AMD. That is what I believe. And AMD themselves are trying to secure the software front end from their r
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    • Value_investingValue_investing
      ·2023-08-24

      Nvidia, the king of AI, amazes the world again!

      On August 23, after the US stock market closed, Nvidia $NVIDIA Corp(NVDA)$ , the king of AI, announced the second quarter of the fiscal year 2024 ( results from May 1 to July 30, 2023).This financial report attracts the world's attention, and it has the power to determine the trend of bulls and bears in the US stock market!After the results were announced, Nvidia once again amazed the world!In the second quarter, Nvidia reported revenue of $13.5 billion, compared with analyst expectations of $11 billion. Adjusted net income of $6.7 billion versus analysts' expectations of $5.2 billion:Nvidia surpassed analysts' expectations in terms of both revenue and net income, with its shares up 10% in after-hours trading:Specifically, Nvidia's revenue in the
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      Nvidia, the king of AI, amazes the world again!
    • JinHanJinHan
      ·2023-09-09

      Nvidia's Recent Controversy: Will it Sink or Swim?

      $NVIDIA Corp(NVDA)$ In the ever-volatile world of finance, recent murmurs about Nvidia's alleged financial fraud have sent shockwaves through the investment community. Let's dive into the allegations, assess their potential impact on Nvidia's share price, and explore the broader implications for the tech giant. 1. Unpacking the Alleged Fraud The catalyst for this controversy seems to stem from a viral thread on the internet proclaiming "Nvidia is a fraud." The thread points to a few key arguments: - Cost of Goods (CoGs) vs. Revenue: Critics argue that Nvidia's CoGs didn't rise in proportion to its revenue growth. They believe this misalignment raises suspicions of financial manipulation. - CoreWeave Partnership: Nvid
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      Nvidia's Recent Controversy: Will it Sink or Swim?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-08-24

      Sailing with both profitability and competition, Meituan's Still Undervalued

      August 24th, $MEITUAN-W(03690)$ released 2023 Q2 earnings, who demonstrated a comprehensive recovery in the first quarter, continued the trend of recovery in Q2 while facing stronger competition. Currently, Meituan remains advantageous in the local lifestyle sector, competing with platforms like Douyin (TikTok). The revival of high-profit-margin businesses has also increased the overall profitability of the company, further solidifying its valuation foundation.With the impact of Tencent's Special dividends on the stock price ending in the first half of the year, coupled with enhanced operational capabilities and rising profit levels, the company's valuation foundation continues to improve. The restoration of market confidence is the only missing
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      Sailing with both profitability and competition, Meituan's Still Undervalued
    • Lionel8383Lionel8383
      ·2023-08-25

      Nvidia overvalued by 57%, sell into strength and Buy Google

      Nvidia reported great earnings on Wednesday close, beating top and bottom lines that way exceeded analysts expectations. Wedbush Securities analyst Dan Ives called the results a "drop the mic" moment, referring to Nvidia's guidance and commentary that this AI story is as real as any tech trend that has been seen in the last 30 years comparable to the Internet in 1995 & Apple's iPhone launch in 2007. Nvidia expects third quarter sales to come in at $16 billion, plus or minus 2%, and well above expectations of $12.5 billion. For the quarter ended July 30, 2023, Nvidia reported the following: • Record revenue of $13.51 billion, up 88% from Q1, up 101% from year ago • Record Data Center revenue of $10.32 billion, up 141% from Q1, up 171% from year ago Indeed the demand for chips to power
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      Nvidia overvalued by 57%, sell into strength and Buy Google