Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-08-28 | 2024-07 | 0.64 | 0.68 | 0.04 | 6.25% |
2024-05-22 | 2024-04 | 0.55 | 0.61 | 0.06 | 10.91% |
2024-02-21 | 2024-01 | 0.46 | 0.52 | 0.06 | 13.04% |
2023-11-21 | 2023-10 | 0.34 | 0.4 | 0.06 | 17.65% |
2023-08-23 | 2023-07 | 0.21 | 0.27 | 0.06 | 28.57% |
2023-05-24 | 2023-04 | 0.09 | 0.11 | 0.02 | 22.22% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2024-06-03 | Mizuho | Upgrade | Buy | Buy |
2024-05-22 | Wolfe Research | Upgrade | Outperform | Outperform |
2024-05-22 | Goldman Sachs | Upgrade | Buy | Buy |
2024-05-22 | Needham | Upgrade | Buy | Buy |
2024-05-22 | B of A Securities | Upgrade | Buy | Buy |
2024-05-22 | Evercore ISI Group | Upgrade | Outperform | Outperform |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-06-26 | BURGESS ROBERT KENNETH | Director | 304.37K | Stock Award(Grant) |
2024-06-26 | COXE TENCH C | Director | 36.58M | Stock Award(Grant) |
2024-06-26 | DRELL PERSIS S | Director | 279.83K | Stock Award(Grant) |
2024-09-12 | HUANG JEN-HSUN | Chief Executive Officer | 861.02M | Sale |
2024-06-26 | HUDSON BEACH DAWN E | Director | 457.09K | Stock Award(Grant) |
2024-06-26 | JONES HARVEY C JR. | Director | 7.50M | Stock Award(Grant) |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2024-03-30 | Vanguard Group Inc | 2.13B | 192.76B | 86.72% |
2024-03-30 | Blackrock Inc. | 1.82B | 164.66B | 74.08% |
2024-03-30 | FMR, LLC | 1.15B | 104.00B | 46.79% |
2024-03-30 | State Street Corporation | 904.89M | 81.76B | 36.78% |
2024-03-30 | Geode Capital Management, LLC | 524.94M | 47.43B | 21.34% |
2024-03-30 | Price (T.Rowe) Associates Inc | 461.50M | 41.70B | 18.76% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2024-03-30 | Vanguard Total Stock Market Index Fund | 746.56M | 67.46B | 30.35% |
2024-03-30 | Vanguard 500 Index Fund | 622.45M | 56.24B | 25.30% |
2024-04-29 | Fidelity 500 Index Fund | 299.16M | 25.85B | 12.16% |
2024-04-29 | SPDR S&P 500 ETF Trust | 292.23M | 25.25B | 11.88% |
2024-04-29 | iShares Core S&P 500 ETF | 254.37M | 21.98B | 10.34% |
2024-03-30 | Vanguard Growth Index Fund | 222.70M | 20.12B | 9.05% |
Dividend | Date |
---|---|
0.01 | 2024-09-12 |
0.01 | 2024-06-11 |
0.04 | 2024-05-29 |
0.4 | 2024-03-05 |
0.4 | 2023-12-05 |
0.4 | 2023-09-06 |
Split | Date |
---|---|
10 : 1 | 2024-06-10 |
4 : 1 | 2021-07-20 |
1.5 : 1 | 2007-09-11 |
2 : 1 | 2006-04-07 |
2 : 1 | 2001-09-17 |
2 : 1 | 2001-09-12 |
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$NVDA Running Up the Channel to $300+
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$NVDA Nvidia's Blackwell Could Be 'Most Successful Product' in the history of the company and the industry.
- Jensen Huang
The Apple iPhone is currently one of the highest revenue-generating products in the computer industry, with total annual sales close to $200 billion.
However, Nvidia's Blackwell could potentially overtake the iPhone, with projected revenues exceeding $200 billion per year, according to the article below.
Nvidia has introduced two 'reference' AI server cabinets based on its Blackwell architecture: the NVL36, equipped with 36 B200 GPUs, which is expected to cost from $2 million ($1.8 million, according to previous reports), and the NVL72, with 72 GB200, which is projected to start at $3 million.
Based on the UDN report citing Morgan Stanley, Nvidia anticipates shipping between 60,000 and 70,000 B200 server cabinets, each priced between $2 million and $3 million next year. It translates to an estimated annual revenue of max $210 billion from these machines.
But Nvidia also sells other Blackwell chips like B100, B200, etc. The total sales of Blackwell could rival or surpass iPhone to become the most successful product in the industry.
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$NVDA BREAKING: TSMC's, the manufacturer of Nvidia GPUs and most other high-end chips in the world, reported a massive 23.6% month-over-month (not year-over-year or quarter-over-quarter!) increase in net revenue! @nvidia
I repeat myself: Nvidia will report a 2Q in 19 days that will shock the market since the numbers Nvidia will present is something the financial market has never seen in history: The combination of scale, profitability, and growth will be off the charts. Markets are still adjusting to Nvidia's prints. Many market participants have been incredulous after Nvidia's 1Q 2023 shocker print and remain in denial that Nvidia's place amongst the most value companies in the world is here to stay.
TSMC's massive MoM increase, as I predicted, is further evidence that 3Q will likely be similarly monumental. This is not hyperbole. I've provide in-depth research comparing Nvidia with THE most cash generative and profitable companies in the world against which Nvidia comapres quite favourable especially at the current valuation which is down almost 25% from recent highs and bring the P/E down to around 35x. Anyone who still compares Nvidia with Cisco is, frankly, clueless at this point. I provided also an in-depth analysis on the Cisco case study which is wildely misreported and misinterpreted.
"HSINCHU, Taiwan, R.O.C. – Aug. 9, 2024 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for July 2024: On a consolidated basis, revenue for July 2024 was approximately NT$256.95 billion, an increase of 23.6 percent from June 2024 and an increase of 44.7 percent from July 2023. Revenue for January through July 2024 totaled NT$1,523.11 billion, an increase of 30.5 percent compared to the same period in 2023."
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$NVDA Regarding Nvidia @nvidia : Let's summarize the big picture items that we know as facts right now.
- Nvidia's major customers have ALL announced major expansions of their AI infrastructure spending. Nvidia will be a major beneficiary. Some of Nvidia's major customers have explicitly highlighted Nvidia as their main AI infrastructure supplier.
- Nvidia's major supplier (TSMC) just announced arguably their best revenue month in their history.
- There is no credible (making a dent-type) competitor even within sight, at least not for next several quarters.
This leaves the status quo unchanged which is that AI infrastructure growth goes disproportionally to Nvidia.
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https://twitter.com/TaiwanNewsEN/status/1813120560123289779
It will be slso a record in blackwell orders
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150$ easy before 28/& report earnings
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Today 120 on TSMC very good news sbout NVDA
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$NVDA As identifying primarily as a Bull, I’m buying puts for tomorrow! GLTA Shorts and Bulls! You Win Some Lose Some!
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Go you sorry dog
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Go you freaking dog
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MM taking retail to the wood pile
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This piece of manure should be at minimum of $150.00. Pure manipulation
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Go you dog!!!
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Gooooooo you dog
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Some options expires tomorrow. It won’t reach the price target. Whales are option killers.
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170$ before er 28/8
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$NVDA Cannot wait to watch BearTards Burn
Run up to Earnings will be Epic -
160$ before earnings release 28/8 and 190$ after before 31/12
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Jim Cramer Says NVIDIA Corporation (NVDA)’s ‘Doing Better Than Ever’
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Nvidia, Two Other Chip Stocks Earn Fresh Buy Ratings On AI Prospects
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William Blair Pounds the Table on Nvidia Stock
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There's 'Still Room' on the Nvidia Stock Bandwagon, Analyst Says
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NVDY: High-Yield Play Likely To Outperform Nvidia
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NVIDIA Corporation (NASDAQ:NVDA): A Buy Following Recent Pullback
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Magnificent Seven Stocks: Nvidia Stock Falls; Apple Rallies
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Prediction: Nvidia Stock Could Hit $200 in 2025
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Nvidia Just Made a 147% Profit Betting on This AI Stock
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Nvidia: Up 140% This Year And Still Undervalued
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Nvidia: Up 140% This Year And Still Undervalued (NASDAQ:NVDA)
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Auto Loan Rates: How Fed Interest Rate Cuts Will Help Car Buyers
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Nvidia Stock Gets No Boost From Salesforce Deal. Blame the Fed Meeting.
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Nvidia: Time To Load Up
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Nvidia: Time To Load Up (NASDAQ:NVDA)
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The Truth Behind My Nvidia Stock Price Prediction
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Nvidia Corp (NVDA-Q) Quote- The Globe and Mail
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NVIDIA Corporation (NVDA): A Bull Case Theory
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Jensen Huang Is Selling Nvidia Stock at an Astonishing Rate
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What the Bulls and Bears Are Saying About NVIDIA Stock
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Where Will Nvidia Stock Be in 1 Year?
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Where Will Nvidia Stock Be in 1 Year?
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NVIDIA (NASDAQ:NVDA) Trading Up 0.6%
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Movavi Video Editor 24: Major Update Released
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NVIDIA Corporation (NASDAQ:NVDA): A Chip Stock Powering The AI Boom
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NVIDIA Corporation (NASDAQ:NVDA): A Chip Stock Powering The AI Boom
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NVIDIA Corporation (NASDAQ:NVDA): A Chip Stock Powering The AI Boom
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Nvidia Stock Analysis: Key Resistance Levels To Watch Today
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Microsoft Targets Apple's Crown. Tesla's Mag 7 Card In Jeapordy.
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Nvidia Corp (NVDA-Q) Quote- The Globe and Mail
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Keep Trying, Nvidia. These 19 Stocks Are Already 'Perfect.'
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NVIDIA Co. (NASDAQ:NVDA) Stock Position Raised by WD Rutherford LLC
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Is Nvidia a Buy?
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Is Nvidia a Buy?
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Why Rate Cuts Could Trigger a 'Sell the News' Event for Stocks
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Nvidia Corp (NVDA-Q) Quote- The Globe and Mail
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Could Nvidia Stock Help You Become a Millionaire?
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Nvidia Stock is Down 10% From Its Highs. Is It Time to Buy the Dip?
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Nvidia Stock is Down 10% From Its Highs. Is It Time to Buy the Dip?
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Nvidia Stock is Down 10% From Its Highs. Is It Time to Buy the Dip?
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Forget Nvidia, Buy This Magnificent Stock Instead
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Nvidia Stock Has Soared 24,000% in 10 Years
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Nvidia Corp (NVDA-Q) Quote- The Globe and Mail
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Addison Capital Co Raises Stock Position in NVIDIA Co. (NASDAQ:NVDA)
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