Nvidia (NVDA)

Re: Nvidia (NVDA)

Postby winston » Tue Dec 04, 2018 8:55 pm

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Stocks to Buy with the Trade War on Pause: Nvidia (NVDA)
Percent Off All-Time High: 40%

Why It Has Been Killed: Chipmaker Nvidia (NASDAQ:NVDA) was once viewed by the market as the face of AI, and was therefore treated as a market darling. But that has changed dramatically over the past two months as the company’s growth has slowed due to the crypto bubble popping and trade headwinds threatening input costs and demand.

Those issues came to a head last quarter, and the net result has been a 40% wipe-out in shareholder value in just two months.

Why It Will Bounce Back: This stock will rebound because this company is still the “AI company” with broad exposure to all things AI, including cloud, machine learning, autonomous driving, and so on and so forth.

All the market needs to re-value this company based on its AI potential is the right catalyst — and easing trade war tensions could be that catalyst.

Trade war tensions have created cost and demand issues for Nvidia and other chipmakers. With those issues gone, that is one less thing for the market to be worried about, and one more reason for investors to buy back into NVDA stock.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Fri Dec 07, 2018 11:35 am

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Toxic Stock Charts to Watch: Nvidia

Finally, a great company with a broken stock. Nvidia (NASDAQ:NVDA) has been crushed, and yes, it has some issues with inventory right now.

The cryptocurrency binge caused a glut of graphic chip inventory for the company and it could take awhile to work through. Its guidance for next quarter shows as much.

But at a reasonable valuation and plenty of growth, I wouldn’t ignore Nvidia down near these levels. The company is still at the forefront of artificial intelligence and autonomous driving. Its growth in gaming, datacenter and professional visualization remains strong and can carry the load despite these issues.

Nvidia isn’t perfect and we’re seeing that in the charts. In early October, Nvidia was trading north of $290 per share. 35 trading sessions later it was down 50%.

The 21-day moving average has been resistance over the last two months. For any serious rally to start, NVDA needs to clear this mark. The action doesn’t look great, but long-term investors can nibble on the stock near $150 and below.

During the panic, shares were trading in the mid-$130s. Should that panic reignite, it’s possible we retest the 2018 lows. If so, we have to be prepared for a test of $120, a big breakout level from mid-2017 — even though NVDA has come so far since then.

On a continued rally, see how NVDA handles the $190 level.

Source: Investor Place
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Re: Nvidia (NVDA)

Postby winston » Wed Dec 12, 2018 10:01 am

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SoftBank Plans Sale of Stake in Nvidia Next Year

By Giles Turner and Ruth David

Japanese investor could make profit of $3 billion on the sale
Softbank is fourth largest investor in California chipmaker

SoftBank’s opportunity to sell its Nvidia stake is structured via a series of tranches that begin to expire early next year, said the people.

The average price for the options is between $230 and $240 a share, one of the people said.

SoftBank may decide against exercising its option to sell its stake if Nvidia’s share price rallies, the people said.


Source: Bloomberg

https://www.bloomberg.com/news/articles ... -next-year
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Re: Nvidia (NVDA)

Postby winston » Wed Dec 12, 2018 10:33 am

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Nvidia (NVDA)

When it comes to chip stocks, the reason to own them for the long haul is to gain broad exposure to multiple data-centric markets that are currently nascent but oozing with hyper-growth potential. These markets include data-centres, IoT, AI, automation, and AR/VR.

When it comes to those markets, no chip stock is as dominant as Nvidia (NASDAQ:trVDA). That is why NVDA stock has gained more than 1,000% over the past three years. Because these markets are still in their early stages, NVDA stock also has a lot of growth left over the next several years.

Just look at the markets Nvidia is servicing. The global data center market is expected to grow by somewhere between 10% and 20% over the next several years. IoT is projected to be a 25%-plus growth market over the next several years. Autonomous driving is pegged as a 40% to 60% annualized growth market over the next several years. IDC thinks the AR/VR market will grow at a 50%-plus rate over the next five years.

Declines over the past few months have dulled Nvidia’s previously sharp valuation. Whereas it used to trade at 33x forward earnings, Nvidia stock now trades around 20x future profits.

We didn’t consider a 33x valuation too expensive considering Nvidia’s growth prospects, and we don’t consider its much more reasonable 20x valuation expensive either.

All in all, over the next several years, NVDA stock will continue to be a winner as investments into AI, data-centers and automation accelerate.

Source: investor Place
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Re: Nvidia (NVDA)

Postby winston » Wed Dec 12, 2018 8:46 pm

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Nvidia

Jefferies' Mark Lipacis ( Track Record & Ratings ) is a big fan of chip stock Nvidia NVDA . This top-rated analyst boasts an incredible track record on Nvidia specifically (with a 75 percent success rate and 118 percent average return per rating).

True, Nvidia has had a rough ride recently. Shares plummeted following a disappointing earnings report, costing Nvidia over $23 billion in market capitalization. Demand for chips to use in crypto mining has dramatically dropped as the prices of digital currencies have plunged.

"[T]he crypto hangover has left the industry with excess China inventory. It will take one or two quarters to work through it" explained CEO Jensen Huang on the company's Q3 earnings call.

Not that Lipacis is too concerned. In fact, he has placed the stock on the firm's list of high conviction franchise picks. According to Lipacis, Nvidia remains "a top play on secular themes" in artificial intelligence, gaming and autonomous vehicles.

He advises "buying the confession." And while the January quarter may be disappointing, the analyst predicts revenue quarter-over-quarter growth will reappear in the July quarter.

Lipacis reiterated his Nvidia buy rating on November 16. He lowered his price target from $320 to $246. However even this reduced price target still suggests compelling upside potential of 57 percent.

Overall, the stock scores a cautiously optimistic 'moderate buy' consensus rating. This breaks down into 22 buy ratings vs 8 hold ratings over the last three months. With a $231 average price target, analysts are forecasting sizable upside potential of 47 percent.

Source: CNBC
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Re: Nvidia (NVDA)

Postby winston » Thu Dec 13, 2018 3:15 pm

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After losing half its value, Nvidia faces reckoning

by Danny Crichton

Nvidia’s growth story is being hammered on multiple fronts.

First and foremost, the huge sales of its chips into the crypto space have dried up as crypto prices have crashed in recent months.

That bust is obvious in Nvidia’s revenues this year: they are essentially flat for three quarters now, hovering between $3.1 and $3.2 billion.




Source: Tech Crunch

https://techcrunch.com/2018/12/12/nvidi ... yptr=yahoo
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Re: Nvidia (NVDA)

Postby winston » Sun Dec 30, 2018 2:52 pm

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Nvidia 'Too Cheap to Ignore' After Quarter Plunge of More Than 50%

Nvidia is a buy on weakness to its "reversion to the mean" at $118.60 and to its annual value level at $115.61 as its momentum reading is so oversold it's "too cheap to ignore."

by Richard Suttmeier

The stock is reasonably priced with a P/E ratio of 18.44, not bad for a momentum stock.

Given these charts and analysis, my trading strategy is to buy weakness to the "reversion to the mean" at $118.60 and to my annual value level at $115.61.

Reduce holdings on strength to my semiannual pivot of $212.29.


Source: The Street

https://www.thestreet.com/investing/sto ... --14821299
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Re: Nvidia (NVDA)

Postby winston » Mon Jan 07, 2019 7:44 pm

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Nvidia Unveils New Products Targeting Notebook Buyers and Cost-Sensitive Gamers

The GPU giant is looking to shore up a mid-range GPU business recently hurt by a plunge in demand from cryptocurrency miners.

by Eric Jhonsa

Source: The Street

https://www.thestreet.com/investing/nvi ... s-14825415
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Re: Nvidia (NVDA)

Postby investar » Tue Jan 08, 2019 4:29 am

Good sounds from CES
I also bought some (141$)

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Re: Nvidia (NVDA)

Postby winston » Tue Jan 08, 2019 5:14 pm

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Nvidia Corp on Monday announced its Drive AutoPilot platform, with artificial intelligence technologies, that can enable the next level of self-driving cars by 2020, further strengthening its position in the industry.

Source: Phillips
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