Stockideas

Nvidia
(NASDAQ:NVDA)
Nvidia

NVIDIA Corporation operates as a visual computing company worldwide. It operates in two segments, Graphics and Compute & Networking. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise design; GRID software for cloud-based visual and virtual computing; and automotive platforms for infotainment syste...
Founded: 1993
Full Time Employees: 18,975
CEO / Co-Founder: Jensen Huang 
Sector: Technology
Industry: Semiconductors
Next Earnings Date: 2022-11-16
Stock price: $170.18 (+0.57%)
amd
By: christopher lazy guy   💬 13   
   on Nov 19, 2022

our demand for chips would only go higher and higher. it's a buy $amd $intc $nvda


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nvda
By: hughgrant lazy guy   💬 13   
   on Nov 17, 2022

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2023

https://i.imgur.com/vWcqQ8M.png

ER is not bad actually. data center and Automotive and Embedded is still growing and margins are also improving qoq. EPS falls behind consensus estimate but the after-hour price action seems to be ok. Maybe there's a short term bottom in this one. $nvda


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Nvidia
By: tigger lazy guy   💬 5   
   on Jan 06, 2022

processors, graphics, technology, & software give you the competitive edge – from data center and business computing solutions to gaming even meta.


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Nvidia
By: james111 lazy guy   💬 5   
   on Jan 03, 2022

Best Semi Company, everything in the future will rely on chips from NVDA


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Nvidia
By: lecirquetora lazy guy   💬 5   
   on Jan 03, 2022

AI與GPU高速運算晶片領先廠商,市場需求應仍強勁。但2021年漲幅已多,須關注股價是否已充分反應,並注意是否有修正風險。


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Nvidia
By: jocelyn lazy guy   💬 13   
   on Jan 02, 2022

Metaverse and crypto mining would continue to be a thing in 2022. Also, keep in mind that you will always need their graphics cards when you have to play video games.


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Nvidia has yet another blowout quarter
By: ssmlee04 Community Lead :))   💬 97   
   on Nov 18, 2021

Nvidia's revenue grows 50% year-over-year in Q3 FY2022.

  • Record revenue of $7.10 billion, up 50 percent from a year earlier
  • Record Data Center revenue of $2.94 billion, up 55 percent from a year earlier
  • Record Gaming revenue of $3.22 billion, up 42 percent from a year earlier

For a company of this size they're still able to grow 50% in revenue in all business sectors, which is fantastic.

Also, their gross margin goes even further up to 65.2% this quarter. And the previous quarter gross margins are 64.78%, 64.11%, 63.08%. This seems to me like a sign of economies of scale and it would be hard for competitors to enter this space and compete with them for quite sometime.

This company is certain not cheap considering they have about p/e ttm around 100 right now. But they're also a company they you can't do without when we need more chips to mine cryptos and possibly go to the metaverse that we need their graphics cards to render things for what you see.

Also, according to them Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies.. This company is going to be something to continue to look into in the second decade of the century.

https://i.imgur.com/9QYupGb.png

$NVDA is up 9.5% in pre-market trading at this time. But it's surprising that we get like only 3% in after-hour trading the previous day.

more charts and numbers: https://www.tradeideashq.com/stocks/nvda

source: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2022 :)


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Cloudflare Partners with NVIDIA to Bring AI to its Global Edge Network
By: ssmlee04 Community Lead :))   💬 97   
   on Apr 14, 2021

https://www.businesswire.com/news/home/20210413005196/en/Cloudflare-Partners-with-NVIDIA-to-Bring-AI-to-its-Global-Edge-Network

Nvidia broke out yesterday. So there is a chance this would retest all-time-high again too. Chart has said so.

$nvda $net


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Nvidia
By: ssmlee04 Community Lead :))   💬 97   
   on Apr 13, 2021

Nvidia is breaking out on the news that they're entering the CPU business. And the stock price quickly approached all-time-high and it looks like a breakout is imminent. Maybe it would really move this time with all the good stories about crypto or chips and stuff in the market.

$amd and $intc also dipped because of this news. $nvda


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Ethereum Miners Found A Way To Bypass NVIDIA's Hash Limits
By: ssmlee04 Community Lead :))   💬 97   
   on Mar 16, 2021

https://www.benzinga.com/markets/cryptocurrency/21/03/20107692/ethereum-miners-found-a-way-to-bypass-nvidias-hash-limits

Nvidia has fixed this driver now apparently. But when it comes to mining Ethereum the first thing that come to my mind is still Nvidia chips. for those who are looking for blockchain + ai exposure this seem like a safer investment than other small blockchain companies like $ftft or $sos. $nvda


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Nvidia's New Ethereum Mining Chip..
By: ssmlee04 Community Lead :))   💬 97   
   on Feb 19, 2021

https://www.benzinga.com/markets/cryptocurrency/21/02/19733880/nvidias-new-ethereum-mining-chip-what-you-need-to-know

Ethereum is like the digital silver and Bitcoin is the digital gold nowadays. When people cannot afford to buy bitcoin they might end up buying eth instead. Also eth has utilities like smart contract so the demand is there. $nvda


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Tesla Buys USD 1.5B Worth of Bitcoin, Might Accept BTC as Payment
By: ssmlee04 Community Lead :))   💬 97   
   on Feb 09, 2021

https://cryptonews.com/news/tesla-buys-usd-1-5b-worth-of-bitcoin-to-accept-btc-as-paymen-9161.htm

As much as I doubt that there's going to be a lot of people buying cars using Bitcoins this would most likely encourage other companies to recognize Bitcoin as some sort of assets and increase their crypto exposure too. Which means crypto would be good at least in the short to medium term. That's probably why the entire sector is moving today.

$tsla $mara $btbt $nvda $sq

1.5b doesn't seem like a big amount for Tesla the company but bear in mind they only have 20b free cash flow so it is still a big deal. And their marketcap move up 8b today so so far this seem to be a good move. It could be worthwhile paying attention to other user facing companies that does transactions in cryptos and maybe the same sort of marketcap boost would happen for them too.


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NIO Partners with NVIDIA to Develop a New Generation of Automated Driving Electric Vehicles
By: ssmlee04 Community Lead :))   💬 97   
   on Jan 09, 2021

https://www.globenewswire.com/news-release/2021/01/09/2155851/0/en/NIO-Partners-with-NVIDIA-to-Develop-a-New-Generation-of-Automated-Driving-Electric-Vehicles.html

At NIO Day, the company’s annual customer event, the EV maker revealed its NVIDIA DRIVE Orin-powered supercomputer, dubbed Adam, which will first appear in the ET7 sedan that will ship in China starting in 2022.

NVIDIA Orin is the world’s highest-performance AV and robotics processor. This scalable supercomputer-on-a-chip family delivers an unprecedented 254 trillions of operations per second (TOPS) while also being able to scale down to entry-level ADAS/Level 2 use cases (10 TOPS/5 watts). NIO will feature four high-performance Orin SoCs in each of its EVs to achieve an industry-leading performance of 1,000+ TOPS — delivering the redundancy and diversity necessary for safe autonomous operation.

Good to know Nio is heading toward a right direction, although it may seem a bit late.

$nio $nvda


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NVIDIA
By: soonami Rookie   💬 2   
   on Aug 24, 2020

Solid tech company, leader in its field. It will have no issue climbing further in the future.


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NVDA
By: arsalannr lazy guy   💬 5   
   on Sep 13, 2019

Enable the next generation of AI to be deployed vastly.


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