Nvidia (NVDA) / Jensen Huang 01 (Aug 08 - Jun 23)

[behappyalways]

Nvidia Terminates Planned $40 Billion Acquisition Of UK Chip Designer Arm Due To "Significant Regulatory Challenges"
https://www.zerohedge.com/markets/nvidi ... ignificant

[winston]

not vested

Nvidia Is Piling Up Some Very Bad News

The semiconductor maker is going through a tough time as recession fears persist.

by LUC OLINGA

Tech groups are suffering from recession fears which have increased recently. If consumers reduce their spending even a little, it could have a big negative impact on semiconductor manufacturers.

https://www.thestreet.com/technology/nv ... Bad%2BNews

[winston]

not vested

A Shift In Sentiment For NVIDIA

NVIDIA shares came under pressure at the end of last year on fears growth was priced in. Those fears were compounded by a string of downgrades and price target reductions that now have price action down about 35% from the high.

The interesting fact is that now, with shares at such a low level, the analyst's sentiment is shifting.

NVIDIA received not one but two upgrades from Neutral to Buy with price targets 30% above the current price action. That target compares poorly to the consensus of $330 which implies about 50% of upside but we see price target upgrades on the horizon as well.

NVIDIA Is slated to report earnings in mid-May and should be able to outperform the robust expectations of the market.

"We continue to see [Nvidia] as one of the most important growth companies in semis, perhaps in tech given its ability to grow sales in high entry-barrier computing markets at a 20-25% CAGR (3x semis industry growth), while maintaining industry leading 45%+ EBIT [margins]," wrote Bank of America analyst Vivek Arya.

Source: Market Beat

https://www.marketbeat.com/originals/th ... rID=418897

[behappyalways]

Nvidia Shares Plunge After SEC Finds "Inadequate Disclosures" For Crypto-Mining Business
https://www.zerohedge.com/markets/nvidi ... g-business

[behappyalways]

Nvidia Plunges To One-Year Low After Slashing Q2 Outlook; Blames Russia, China
https://www.zerohedge.com/markets/nvidi ... ssia-china

[behappyalways]

Nvidia GPU Prices Plummet As Crypto Mining Interest Craters
https://www.zerohedge.com/crypto/nvidia ... ng-craters

[winston]

not vested

Nvidia (NVDA)

As a leading manufacturer of graphics cards, Nvidia shares have had a solid bull run over the past decade. But that rally came to an abrupt end in November 2021. Since reaching a peak of $346 in late November, the stock has fallen about 55%.

Nvidia’s plunge is substantial even when compared to other beaten-down stocks in the semiconductor sector. And Cramer has taken notice.

“Nvidia has been cut in half,” he says on CNBC. “It’s the worst chart I’ve seen. Honestly, it’s so horrible that I want to buy it.”

Nvidia’s business is performing well, making it a particularly intriguing contrarian idea. The chipmaker generated $8.29 billion of revenue in its fiscal Q1. The amount not only represented a 44% increase year over year, but also a new quarterly record.

Revenue from data center — Nvidia’s largest segment — increased 83% year over year to a record $3.75 billion.

Meanwhile, gaming — the company’s second-largest segment — saw revenue spike 31% to a record $3.62 billion.

Source: Money Wise

[behappyalways]

Nvidia Plunges After Preannouncing Terrible Q2 Results, Slashes Guidance, Blames "Macroeconomic Headwinds"
https://www.zerohedge.com/markets/nvidi ... nce-blames

[behappyalways]

NVDA Tumbles After Biden Blocks Chip Exports To China
https://www.zerohedge.com/technology/nv ... orts-china


AI chip maker ordered by US government to halt exports to China
https://m.youtube.com/watch?v=DlOPTvI7M6Y

[behappyalways]

Graphics Card Prices Plunge In China To "Lowest Level" Following Ethereum Merge
https://www.zerohedge.com/technology/gp ... reum-merge