The hottest stock in the world - and no thread!? Soon fix that!
Genius-level stock picking:
"This surely must be the most undervalued stock on the Nasdaq. Sitting today at $151.59, just off its 52-week low of $148.62. Sold down mercilessly, and after a great quarter. What do these sellers know outside of what should be priced in already?"--Azz (1 July 2022)
And this stock is so undervalued NOW it's crazy. For those able to look forward it's insanely cheap.
Top Assets by Market Cap (USD):
----------------------------
1) Gold $14.605 T
2) Microsoft $3.190 T
3) Apple $2.646 T
4) Nvidia $2.285 T
...
9) Bitcoin $1.302 T
...
11) Berkshire Hathaway $894.81 B
https://companiesmarketcap.com/assets-by-market-cap/
----------------------------
Well done Azz, you were right, WAY right!! What an incredible success, and I see they just released the new chip. Boom.
What's your SP target, it's already moon shot.
Hey Buzz. Thanks! SP target is a little murky for me, as I'm super long-term hold on this one (the end point is hard to define). And also the target I came up with for two years from now could be seen by some as outlandish. One thing people seem to be missing these days is that a trillion dollars ain't what it used to be - ie, inflation raises stock prices over time just like anything else. Add in cornering the market in A.I., and I've got a two year SP target of US$2,625.
It wouldn't surprise me if this stock splits soon. So when it does split, we'll have to remember that it has and apply its effect on pre-split share prices shown in this thread!
Quarterly will likely be released on 22-May-2024.
"The investment community will be paying close attention to the earnings performance of Nvidia in its upcoming release. The company is forecasted to report an EPS of $5.48, showcasing a 402.75% upward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $24.17 billion, indicating a 236.08% growth compared to the corresponding quarter of the prior year."
https://finance.yahoo.com/news/nvidia-nvda-stock-falls-amid-214520450.html
With STARGATE being planned and that means a possible nuclear power plant near by how many chips will be needed....
If this wonder of the world comes to reality what could the mean for chips manufactures ,,,,
of course it does a bit SI FI... but
https://www.youtube.com/watch?v=tBtVirWAL8w
could NV benefit...
what could these companies be valued at in decade or more....
can these companies run the WORLD!
https://www.youtube.com/watch?v=KXG2f-So9oo
what? they cant put more than 100 H100's in a single state without bringing down the Power Grid...
NV and Hopper , Black something ...
https://www.youtube.com/watch?v=0Hg7XhbXuac
Quote from: Waltzing on Apr 05, 2024, 07:01 PMNV and Hopper , Black something ...
https://www.youtube.com/watch?v=0Hg7XhbXuac
Nvidia is just getting started.
Quote from: Waltzing on Apr 05, 2024, 06:14 PMWith STARGATE being planned and that means a possible nuclear power plant near by how many chips will be needed....
If this wonder of the world comes to reality what could the mean for chips manufactures ,,,,
of course it does a bit SI FI... but
https://www.youtube.com/watch?v=tBtVirWAL8w
could NV benefit...
what could these companies be valued at in decade or more....
can these companies run the WORLD!
https://www.youtube.com/watch?v=KXG2f-So9oo
what? they cant put more than 100 H100's in a single state without bringing down the Power Grid...
One of the issues for realization of "Stargate" and/or functional AGI is Sam Altman - he's a slippery eel and many of his pronouncements are highly suspect.
No matter what, Nvidia benefits.
Quote from: Waltzing on Apr 05, 2024, 06:14 PM...a possible nuclear power plant near by how many chips will be needed...
...without bringing down the Power Grid...
Waltzing, you might be the second smartest person on this website! ;-)
Quote from: Azz on Apr 04, 2024, 04:03 PMQuarterly will likely be released on 22-May-2024.
40 days to go!
Immense corporate welfare for TSMC (and therefore indirectly for Nvidia as well) announced. Whether a single chip ever gets manufactured is another story. Intel is getting a stack of money too.
Pretty funny seeing as US Treasury Secretary Janet Yellen just lectured her Chinese hosts on their need to stop subsidizing factory output, specifically for electric cars and solar panels.
---------------------------------------
The Biden administration said Monday it plans to send up to $6.6 billion in federal grants to the Taiwan Semiconductor Manufacturing Company (TSM) as the chipmaking giant promises a $25 billion Arizona expansion that will bring a third TSMC fabrication plant to that state.
The deal, the second major US chipmaking grant announcement of the last three weeks, is part of President Joe Biden's effort to restart advanced semiconductor manufacturing in the US.
In March Biden said the US would provide up to $8.5 billion in grants in the years ahead to Intel (INTC) to support a range of new projects in Arizona, Ohio, New Mexico, and Oregon.
The money for both companies is coming from 2022's CHIPs and Science law, a signature accomplishment of Biden's current term.
TSMC will use the grants to fund the continued construction of two manufacturing plants already being built in the Phoenix area. The company also announced Monday it would build a third facility there in the years ahead.
The goal is for all three plants to be online and producing TSMC's most advanced chips by the end of the decade. Some of the plants even hope to use a forthcoming 2-nanometer fabrication process and make even more advanced chips than are currently available.
"These are the chips that underpin all artificial intelligence and they are the chips that are necessary components for the technology that we need to underpin our economy," Commerce Secretary Gina Raimondo told reporters ahead of the announcement.
The $6.6 billion in grants to be doled out in the years ahead include an allotment of $50 million for workforce development as well as additional authorization for up to $5 billion in government loans. That inflow comes in addition to manufacturing tax credits in the 2022 law that could be worth additional billions.
The government money will pair with TSMC's plans to invest over $65 billion in its Arizona operations. It had previously announced $40 billion and said today it would add an additional $25 billion largely to fund construction of the third fabrication facility.
[...]
https://finance.yahoo.com/news/tsmc-gets-66-billion-in-chipmaking-cash-from-biden-while-pledging-to-build-a-third-arizona-plant-090026550.html
---------------------------------------
Quote from: Azz on Apr 13, 2024, 01:53 PMImmense corporate welfare for TSMC (and therefore indirectly for Nvidia as well) announced. Whether a single chip ever gets manufactured is another story. Intel is getting a stack of money too.
Pretty funny seeing as US Treasury Secretary Janet Yellen just lectured her Chinese hosts on their need to stop subsidizing factory output, specifically for electric cars and solar panels.
---------------------------------------
The Biden administration said Monday it plans to send up to $6.6 billion in federal grants to the Taiwan Semiconductor Manufacturing Company (TSM) as the chipmaking giant promises a $25 billion Arizona expansion that will bring a third TSMC fabrication plant to that state.
The deal, the second major US chipmaking grant announcement of the last three weeks, is part of President Joe Biden's effort to restart advanced semiconductor manufacturing in the US.
In March Biden said the US would provide up to $8.5 billion in grants in the years ahead to Intel (INTC) to support a range of new projects in Arizona, Ohio, New Mexico, and Oregon.
The money for both companies is coming from 2022's CHIPs and Science law, a signature accomplishment of Biden's current term.
TSMC will use the grants to fund the continued construction of two manufacturing plants already being built in the Phoenix area. The company also announced Monday it would build a third facility there in the years ahead.
The goal is for all three plants to be online and producing TSMC's most advanced chips by the end of the decade. Some of the plants even hope to use a forthcoming 2-nanometer fabrication process and make even more advanced chips than are currently available.
"These are the chips that underpin all artificial intelligence and they are the chips that are necessary components for the technology that we need to underpin our economy," Commerce Secretary Gina Raimondo told reporters ahead of the announcement.
The $6.6 billion in grants to be doled out in the years ahead include an allotment of $50 million for workforce development as well as additional authorization for up to $5 billion in government loans. That inflow comes in addition to manufacturing tax credits in the 2022 law that could be worth additional billions.
The government money will pair with TSMC's plans to invest over $65 billion in its Arizona operations. It had previously announced $40 billion and said today it would add an additional $25 billion largely to fund construction of the third fabrication facility.
[...]
https://finance.yahoo.com/news/tsmc-gets-66-billion-in-chipmaking-cash-from-biden-while-pledging-to-build-a-third-arizona-plant-090026550.html
---------------------------------------
If I am correct WB made a great mistake by selling TSMC last year. I lost interest on this stock after this selling but still I'am happy as I was able to park funds in a better place.
Quote from: Mr Cashflow on Apr 13, 2024, 03:30 PMIf I am correct WB made a great mistake by selling TSMC last year. I lost interest on this stock after this selling but still I'am happy as I was able to park funds in a better place.
Yeh share price for TSMC has doubled since he sold his stake lol. Good ol' sage Buffett eh... To be fair, he was worried about Taiwan's location and China's covetous behavior, rather than any negative on the company itself. I have this same China issue as a risk for Nvidia (via TSMC) but my way of dealing with it is to hold and hope for the best.
IMO After the correction another opportunity is coming?
Quote from: Mr Cashflow on Apr 20, 2024, 05:08 PMIMO After the correction another opportunity is coming?
Absolutely, yes. Load up the truck if you haven't already.
Quote from: Azz on Apr 04, 2024, 04:03 PMQuarterly will likely be released on 22-May-2024.
Not toooo far off. It could be a case of "sell on rumor, buy on news"!
Just out of interest - has anyone here actually bought this for long term? It's magical lol!
Quote from: Azz on Apr 23, 2024, 03:17 PMJust out of interest - has anyone here actually bought this for long term? It's magical lol!
Let's put it this way. I'd rather pour gasoline on my cash and light it than purchase Nividia stock.
Quote from: ValueNZ on Apr 23, 2024, 04:05 PMLet's put it this way. I'd rather pour gasoline on my cash and light it than purchase Nividia stock.
Why's that? It's an absolute gem of a stock. Are you able to put it into words that line up with the reality of the world around us?
You're already down a double since you said, "if I can stop just one person buying into this company it will have been worth it".
You're not interested in
forecasted EPS of $5.48, which will be +402.75% from the corresponding quarter of the prior year?
NV reminds one of APPLE in the early years later the humble PC came along ... who would have though that cheap heap of junk could beat something as slick as the APPLE....
open approaches to LLM's and new chip entrants in 5 years time might start to eat into NV and the finding that new entrant is the new ALPHA stock hunt.
NV and SAP are partnering for business. note that Mitre 10 is in a 2 year move to SAP.
Quote from: Waltzing on Apr 23, 2024, 06:52 PMNV reminds one of APPLE in the early years later the humble PC came along ... who would have though that cheap heap of junk could beat something as slick as the APPLE....
open approaches to LLM's and new chip entrants in 5 years time might start to eat into NV and the finding that new entrant is the new ALPHA stock hunt.
NV and SAP are partnering for business. note that Mitre 10 is in a 2 year move to SAP.
I really like your posts. You're like the heart and soul of this place.
Quote from: Waltzing on Apr 23, 2024, 06:52 PMNV reminds one of APPLE in the early years later the humble PC came along ... who would have though that cheap heap of junk could beat something as slick as the APPLE....
People are looking for comparisons all over the show. I don't think there is any comparison, and on two levels:
1) The A.I. industry is like nothing we've seen before, and
2) Nvidia's place in it is like nothing we've seen before.
This new industry, this new market, of A.I., is not an "offshoot" of what we've known for computing, like a different "shade" or something. It's actually a whole different way of doing computing. It's a revolution, not an evolution. And we're at the beginning of the beginning. And there is so much money to be made. I have no comprehension whatsoever of why some "investors" are choosing the likes of NZ-listed property ventures when this revolution of the utilization of super-intelligence is happening and several US companies involved are absolutely blitzing it with build-outs and sales. Nvidia is awash with money. They can do whatever they want, in a good way, for the benefit of their shareholders, for advancements of the industry, for investments in promising start-ups, for anything. They are the undisputed LEADER of A.I.
Quote from: Waltzing on Apr 23, 2024, 06:52 PMopen approaches to LLM's and new chip entrants in 5 years time might start to eat into NV and the finding that new entrant is the new ALPHA stock hunt.
I don't know. Maybe. My hunch is Nvidia will lead for a decade minimum. Nividia is not just chips. They have built a software ecosystem... ok here's a comparison: think DOS/Windows domination and how long that lasted for; not the tech, that's no comparison, but the domination of the OS/platform/system.
Quote from: Waltzing on Apr 23, 2024, 06:52 PMNV and SAP are partnering for business. note that Mitre 10 is in a 2 year move to SAP.
I'll check out that Nvidia/SAP linkup. Thanks!
If AI is not like the first wheel, boat, printing press, public company (holland) , steam train, car, radio,plane, computer (the english one for decoding) ..
Is it more like the atomic bomb and nuclear power...
https://www.anthropic.com/
old articles but interesting...
It may only be the start but its already priced today like radio was. Think RCA..
https://www.nasdaq.com/articles/anthropic-stock:-is-an-ipo-coming-soon
Quote from: Waltzing on Apr 23, 2024, 09:14 PMIf AI is not like the first wheel, boat, printing press, public company (holland) , steam train, car, radio,plane, computer (the english one for decoding) ..
Is it more like the atomic bomb and nuclear power...
Yes, I think so. In fact, that's the closest. A.I. & harnessing the atom: both are double-edged swords.
Quote from: Waltzing on Apr 23, 2024, 09:14 PMhttps://www.anthropic.com/
old articles but interesting...
It may only be the start but its already priced today like radio was. Think RCA..
https://www.nasdaq.com/articles/anthropic-stock:-is-an-ipo-coming-soon
I don't know what to think of Anthropic. For example, I find the in-bold funny:
------------------------
What is Anthropic AI? In the craze of AI startups, some researchers are concerned about how quickly researchers are moving in training these models.
Anthropic was founded by siblings Daniela and Dario Amodei, who previously worked at OpenAI and left the company following concerns that the company was becoming too commercialized. They created the company as a startup and public-benefit corporation to develop AI tech with more ethical guardrails in place.
Despite this,
Anthropic has followed a similar path as OpenAI, raising $1.6 billion in funding as of August 2023. It recently released its competitor to ChatGPT, Claude 2. The Claude 2 chatbot is a generative text platform trained using data scraped from the internet combined with human feedback. The company has also released a faster and cheaper model for businesses called "Claude Instant," which also features constitutional AI designed to reduce brand risk.
https://www.nasdaq.com/articles/anthropic-stock:-is-an-ipo-coming-soon
------------------------
The power of Nvidia: two days, and a 10% drop is turned into a 2% drop. I wonder if the full drop will be erased by close tomorrow?
Yes any drop will be bought for sure... looked at NV 2 years ago but though wall street must have it priced already.... well the retail investor wasnt buying then and who would have though CO PILOT was going to be on your desktop today....
its almost useless for anything serious until Office get an upgraded core with AI built into the code...
IE. Office runs on a server somewhere and all you get is the GUI ...IE some kind of screen that just displays something that happening else where.
When that happens MS will make a lot more money...
for that to happen they will need more than one nuclear power station ... and watre... lots of water..
one in every state that has water .... the US will rule the world... maybe we havnt seen how big this will be..
Quote from: Waltzing on Apr 24, 2024, 03:05 PMfor that to happen they will need more than one nuclear power station ...
There's lots of work being done on different and smaller reactors. But a few financial issues with a lot of the companies behind them - large layoffs, vital funding rounds, failed mergers, that sort of thing. And the regulatory environment is extremely onerous, and I guess that includes regular people (AKA nimbies) banding together to use the courts to attempt delay or outright banning of test sites. As is typical in the US, the federal government is handing out industry subsidies like candy while other parts of the government make it as difficult as possible to do anything.
yes nuclear power station no matter the size ae not a fast track item and you dont knock them up in a few weeks...
no production lines but they do have them for ships ....
the US does produce power units for the Navy.
Quote from: Waltzing on Apr 25, 2024, 08:10 AMthe US does produce power units for the Navy.
Exactly. They've been doing it since the 1960s. Successfully so, too. And yet replicating such an idea outside of the US Navy appears to be near impossible. It doesn't make any sense.
Wait till the software companies realise they can get some units and plug them in....
and washington realises it can run the world....
where there is a will....
use to be who got more batleships... the tallest building ...
soon it will be whos got more chips ...
Quote from: Waltzing on Apr 25, 2024, 05:30 PMsoon it will be whos got more chips ...
It's like that now, actually. Engineers and researchers are choosing employers based on chip-count so they can machine learn with the best gear.
https://www.cnbc.com/2024/04/25/nvidia-backed-synthesia-unveils-ai-avatars-that-can-be-generated-from-text.html
here we go... is that advert your seeing a real person...
Quote from: Waltzing on Apr 25, 2024, 08:26 PMhttps://www.cnbc.com/2024/04/25/nvidia-backed-synthesia-unveils-ai-avatars-that-can-be-generated-from-text.html
here we go... is that advert your seeing a real person...
None of them will be soon. A.I. is much cheaper than "talent".
This is an excellent breakdown of Elon Musk's lawsuit against both OpenAI and Sam Altman personally. "He claims OpenAI took his money, didn't pay taxes, and then converted into a for-profit entity, breaking their original charter." Also, Sam might be hiding realized AGI.
Video:
https://youtu.be/_1Fp1A1JWT4
NVDA and TSLA bucked the trend in the Tech sector. Other top tech stocks look vulnerable to short term drop.
Quote from: Mr Cashflow on Apr 26, 2024, 09:41 PMNVDA and TSLA bucked the trend in the Tech sector. Other top tech stocks look vulnerable to short term drop.
It only took 4 days to not only get back that lost 10% but put on another 3.6% as well! Nvidia has super powers and sellers of the stock need to watch out!
Robotics... now a country like NZ which grows stuff and ships it out will still need warehouses and commercial property...
but the workers may be under development and they are ....
https://www.youtube.com/watch?v=32zE6d-weUg
Quote from: Azz on Apr 04, 2024, 04:03 PMQuarterly will likely be released on 22-May-2024.
"The investment community will be paying close attention to the earnings performance of Nvidia in its upcoming release. The company is forecasted to report an EPS of $5.48, showcasing a 402.75% upward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $24.17 billion, indicating a 236.08% growth compared to the corresponding quarter of the prior year."
https://finance.yahoo.com/news/nvidia-nvda-stock-falls-amid-214520450.html
Two weeks to go!
Quote from: Azz on May 09, 2024, 04:09 PMTwo weeks to go!
Confirmed to be after the close on Wed 22nd.
stock split ... 10:1
New generation of All 360 degree chips coming ...
Power on the back and data on the front... silicone in the middle..
less power required ... the so called new AI laptops and computers coming this year may not use this new generation chip as the FAB's arnt producing them yet... they are several years away.
Cracked the $1000. Priced for perfection and it sure delivered.
Quote from: Shareguy on May 23, 2024, 07:25 PMCracked the $1000. Priced for perfection and it sure delivered.
It also underpins stock prices across the A1 sector.
whole new generation of Chips to come for ALL computers... uses less power and may set the stage for even faster clock cycles....
they have seperated the power and data connections.
Not just for AI chips but for all chips... They are not yet in production...
The new so called AI chips in this years new products may be worth NOT rushing out to buy...unless your old surface book screen is cracked and battery is ready to be exchanged...
There might be more to run on this one. The forward PE is 42 vs NASDAQ-100's average of 32. That's not a silly premium for company with triple-digit growth rate.
I'm very glad to have a large number of NVDA in my international stock portfolio. It has been a great year.
NVDA up another 5% :o
And Broadcom up 6.2%
YES HP amazing but that might be the back filling of the previous higher P/E
earnings coming to fill the gap between p/e and earnings..
$3T market cap, more than Apple now, e hika ma!
that pull back recently was probably the last buy...
its building a gaint eo system from auto factories to auto driving...
now some advanced research into motion is still in the hands of the young university PHD grads this company has the rest...
Pixar start the ball rolling... PUN... with its standardisation graphic processing instructions connecting the virtual began...
now its here..