Day Gain | ||
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NVIDIA Corporation (NASDAQ:NVDA): A Chip Stock Powering The AI Boom | news.google.com • |
NVIDIA Corporation (NASDAQ:NVDA): A Chip Stock Powering The AI Boom | news.google.com • |
Nvidia Stock Analysis: Key Resistance Levels To Watch Today | news.google.com • |
Nvidia Corp (NVDA-Q) Quote- The Globe and Mail | news.google.com • |
Nvidia's stock has room to run, but analysts see more upside for six chip makers | marketwatch.com • |
Nvidia’s stock has room to run, but analysts see more upside for six chip makers | news.google.com • |
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) |
2024-09-10 | HUANG JEN-HSUN | Chief Executive Officer | 861.26M | 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
JENSEN AI SPEECH WILL BE EPIC -
$NVDA
JENSEN AI KEYNOTE THIS SATURDAY -
1400 before split 7 june
-
Nvda will close green..before split all will buy it ..specially institutionals…and after split all the retail world will..so bears must accept..want or not that after split proce will slowly raise back to 1000 again!!
-
1300$ before split and after split from 130$ yo 350$ in 6 month
-
Today 1200
-
Today 1200
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Big bank and funds will go “long” on NVDA while in ghe short ALL retail world will enter the stock after split making stock fly 5x in 2025 and AI demand is at beginning..
-
Split will be done at 140$ around and end year stock will be already 400$
-
1250$ today and 1400$ before split
-
$NVDA
JENSEN GIVES KEYNOTE AI SPEECH THIS SAT -
-
-
$$NVDA stock is skyrocketing …is the stock really getting cheaper?
Let's review the thesis:
Nvidia has been able to blow through the earnings estimates each quarter. As a result, analyst are revising their estimates
—For example, F26 EBITDA est. went from $86bn to $103bn after the report (20% thus far), and we haven’t even seen the benefit of some of the company’s recent initiatives.
Hence, if you look at the multiple (EV/EBITDA), it's still hovering around 25X, with the stock's upside being driven mostly by earnings surprises.
How is the company able to deliver such a massive earnings upside?
Key points that analysts missed are:
1.) Shortening the product innovation cycle to 1 year from 2 years. While there are now competing products for the H100, no one comes even close to the B100, which is currently in production and will have a BIG impact on F25 # (per the company) flowing through to next year.
2.) Networking—This is a huge market where Nvidia was able to scale from a few hundred million in revenues to $10bn+. The key trend that is happening here, which is still under the radar, is that Nvidia is able to embed software in the networking fabric, thus optimizing the usage of a GPU cluster. This will be a huge differentiator for the company.
-
$NVDA Don't forget the software part (Nvidia Enterprise, NIMs, NeMo) which should fetch around $5k/chip/year and get reflected in the earnings by the end of the year!
Omniverse starting to heat up as well. -
$NVDA cracked $1100 and its run has just begun. Still to come:
• H200 Hopper GPU (now)
• B100 Blackwell GPU (Q4+)
• X100 "Rubin" GPU (confirmed 2025)
• Spectrum-X Ethernet for AI networkingThis is why it's so important to understand the science behind the stocks
-
KEYNOTE AI SPEECH BY JENSEN THIS SATURDAY -
$NVDA Cut to BearTards Icing the Anus
-
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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