NVIDIA Corporation NVDA

Nvda/ my experience with AI type customer service has been outstanding, sad to say but it’s extremely more pleasant and helpful than real humans.

Nvda/ who do you trust more Cathie Wood or some random bear?

ARK sells AMD shares while adding Nvidia and Broadcom across its AI bets.
Nvidia’s record growth gives Wood clearer near-term AI revenue visibility.
AMD’s Helios ramp keeps upside alive even as ARK trims its chip exposure.
Cathie Wood has spent years backing challengers to dominant technology companies, but her latest semiconductor move leaned firmly towards the market leader.

ARK Invest sold about $72.8 million of AMD shares in its August 28 trades while buying roughly $53 million of Nvidia stock.

AMD disposal was valued at about $74.5 million and the Nvidia purchase at $55.6 million.

The move came days after Nvidia delivered another blockbuster quarter. But ARK has not said the trade reflects a loss of confidence in AMD.

The more defensible reading is that Wood was rotating towards clearer near-term AI earnings visibility.

Nvidia offers something AMD still cannot: extraordinary visibility
Nvidia had just reported fiscal second-quarter revenue of $96.2 billion, up 106% from a year earlier, while Data Center revenue jumped 117% to $89 billion. The company guided for roughly $108 billion of revenue next quarter.

Nvidia is no longer asking investors to wait several product cycles for its AI thesis to show up in financial results.

Demand is already translating into enormous revenue, and management says supply remains a constraint.

TD Cowen analyst Joshua Buchalter described Nvidia shares as “materially undervalued” after the results, according to MarketWatch. He argued that without supply constraints, customer demand could point to revenue nearly doubling.

Bank of America analyst Vivek Arya made a similar valuation case before earnings.

Arya saw Nvidia stock trading at a 34% to 50% discount to what its fundamentals could justify while maintaining a $350 target.

For ARK, that combination of dominant market position and visible earnings growth may have made Nvidia the more attractive destination for incremental chip exposure.

$NVDA...WHAT a great stock.I hold NVDA since 2018...until now +2.738%..It has naturally become a bit more boring over the last two years, but it remains the best and most solid core investment in the AI ​​sector alongside GOOG... not for day traders looking to make a quick buck, but it has been excellent for long-term investors so far.
Nice weekend from Germany

Nvda/ wow all day green on Friday before a holiday! What a beast! Bears have proven to be frauds!

Fool this was at 165 earlier this year ! Where the fuck have you been?

Nvda/ Bulls bashnew bear puss today!

Bashfew is such a sad pathetic person!

Nvda/ Mike is clueless! Typical Bear!

Nvda/Closing green is never weak, bears just have weak brains!

Nvda/ Tuesday will be another upside day, Bears are such pathetic lying idiots!