YOU GUYS WERE RIGHT 😱 ABOUT NVDA 🤦🏽♂️
$NVIDIA (NVDA.US)$ Nvidia GB 200 Grace Blackwell Superchip. 🤤 💰 150 is not an if, but a when. ⬆️
Morgan Stanley says Hopper/Blackwell demand is strong
- Nvidia’s Blackwell chips are now entering volume production, with demand from major customers driving significant growth potential for the company
- The Hopper H200 chips are seeing increased demand from smaller cloud service providers and sovereign AI projects
- Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10 billion for Nvidia
- While Nvidia is still resolving some technical challenges with its GB200 server racks, these issues are part of the normal debugging process for new product launches
- Hon Hai, Nvidia’s assembly partner, is reportedly on track to begin shipments of the GB200 server rack by late Q4 2024
- The Hopper H200 chips are seeing increased demand from smaller cloud service providers and sovereign AI projects
- Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10 billion for Nvidia
- While Nvidia is still resolving some technical challenges with its GB200 server racks, these issues are part of the normal debugging process for new product launches
- Hon Hai, Nvidia’s assembly partner, is reportedly on track to begin shipments of the GB200 server rack by late Q4 2024
#NVidia #CoachDonnie
Extra Credit:
I see $NVIDIA (NVDA.US)$ is working behind the scenes on $Super Micro Computer (SMCI.US)$
Super Micro shares surge as AI boom drives 100,000 quarterly GPU shipments 🚚
(Reuters) -Super Micro Computer (SMCI.NaE) said on Monday it is currently shipping more than 100,000 graphics processors per quarter and unveiled a new suite of liquid cooling products, sending the AI server maker's shares up about 14% following a weeks-long slump.
A boom in generative artificial intelligence technology has bumped up demand for the hardware required to process the large amounts of data genAI uses, helping Super Micro, which makes servers featuring leading AI chips including Nvidia's (NVDA.NaE).
It "recently deployed more than 100,000 GPUs with liquid cooling solution (DLC) for some of the largest AI factories ever built," Super Micro said in a statement.
Super Micro is on track to add more than $3 billion to its market value if gains hold.
The company is acclaimed for its liquid cooling technology, which boasts greater power-saving than the air cooling techniques used in some data centers.
Nvidia's (NVDA.NaE) shares were up more than 4%.
Monday's rally provides a breath of relief to Super Micro's investors after the stock was slammed by mounting troubles, including Hindenburg Research disclosing a short position in the company in August. Short interest in Super Micro is just over 20% of its free float, worth about $3.59 billion, market research firm Ortex estimated.
"If this is related to short sellers trying to buy back shares or not is too early to tell at this point, but at the current price, short sellers are making short-term losses and may choose to close their positions," Ortex said, noting this could have added to the stock's gains on the day.
Super Micro's shares lost more than 9% of their value over the last two weeks, but are still up more than 66% this year, benefiting from Wall Street's booming, AI-linked "picks-and-shovels" trade.
The company also launched a new range of DLC products, which would enable the "highest GPU per rack density", with up to 96 of Nvidia's (NVDA.NaE) B200 chips per rack.
"Up to 40% energy savings for infrastructure and 80% space savings are a massive innovation for large, power-hungry AI deployments and could be a key differentiator to competitors," said Gadjo Sevilla, senior AI and tech analyst for eMarketer.
Super Micro shares surge as AI boom drives 100,000 quarterly GPU shipments 🚚
(Reuters) -Super Micro Computer (SMCI.NaE) said on Monday it is currently shipping more than 100,000 graphics processors per quarter and unveiled a new suite of liquid cooling products, sending the AI server maker's shares up about 14% following a weeks-long slump.
A boom in generative artificial intelligence technology has bumped up demand for the hardware required to process the large amounts of data genAI uses, helping Super Micro, which makes servers featuring leading AI chips including Nvidia's (NVDA.NaE).
It "recently deployed more than 100,000 GPUs with liquid cooling solution (DLC) for some of the largest AI factories ever built," Super Micro said in a statement.
Super Micro is on track to add more than $3 billion to its market value if gains hold.
The company is acclaimed for its liquid cooling technology, which boasts greater power-saving than the air cooling techniques used in some data centers.
Nvidia's (NVDA.NaE) shares were up more than 4%.
Monday's rally provides a breath of relief to Super Micro's investors after the stock was slammed by mounting troubles, including Hindenburg Research disclosing a short position in the company in August. Short interest in Super Micro is just over 20% of its free float, worth about $3.59 billion, market research firm Ortex estimated.
"If this is related to short sellers trying to buy back shares or not is too early to tell at this point, but at the current price, short sellers are making short-term losses and may choose to close their positions," Ortex said, noting this could have added to the stock's gains on the day.
Super Micro's shares lost more than 9% of their value over the last two weeks, but are still up more than 66% this year, benefiting from Wall Street's booming, AI-linked "picks-and-shovels" trade.
The company also launched a new range of DLC products, which would enable the "highest GPU per rack density", with up to 96 of Nvidia's (NVDA.NaE) B200 chips per rack.
"Up to 40% energy savings for infrastructure and 80% space savings are a massive innovation for large, power-hungry AI deployments and could be a key differentiator to competitors," said Gadjo Sevilla, senior AI and tech analyst for eMarketer.
• Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.
- Warren Buffett, Multi-Billionaire
• I like these ETFs for long term: SPLG FTEC VOO VGT FHLC FSKAX
• I like these stocks for long term NVDA MSFT META AMZN AAPL GOOGL CEG CVNA PLTR MSTR BRK.B LLY SMCI SMR LEU
• I like a few shorts as well but the majority is in ETFs and longs that have a 10-100% or more Return on Investment aka CAGR (Compound Annual Growth Rate) *
• ETFs and DCA help us to not get caught up in emotions as easily
When you have all or mostly individual stocks you’ve gotta be the expert and that’s extremely challenging for anyone especially year 1
ETFs help mitigate risk
DCA help develop discipline
#CoachDonnie
* For ANY and all aforementioned/heretofore Stocks, ETFs, side hustles or other Assets/asset classes discussed here
Remember the following:
🚨 DISCLAIMER 🚨
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.
I Share Because I Care. The aforementioned is for Informational Educational & Entertainment purposes ONLY, this is NOT investment advice.
You have to do what’s best for you and yours at the end of the day. There’s NO guarantees in Investing nor Asset Accumulation.
Reach out to your Financial Advisor, CPA and or CFP.
I am not a Financial Advisor, CFP nor CPA.
- Warren Buffett, Multi-Billionaire
• I like these ETFs for long term: SPLG FTEC VOO VGT FHLC FSKAX
• I like these stocks for long term NVDA MSFT META AMZN AAPL GOOGL CEG CVNA PLTR MSTR BRK.B LLY SMCI SMR LEU
• I like a few shorts as well but the majority is in ETFs and longs that have a 10-100% or more Return on Investment aka CAGR (Compound Annual Growth Rate) *
• ETFs and DCA help us to not get caught up in emotions as easily
When you have all or mostly individual stocks you’ve gotta be the expert and that’s extremely challenging for anyone especially year 1
ETFs help mitigate risk
DCA help develop discipline
#CoachDonnie
* For ANY and all aforementioned/heretofore Stocks, ETFs, side hustles or other Assets/asset classes discussed here
Remember the following:
🚨 DISCLAIMER 🚨
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.
I Share Because I Care. The aforementioned is for Informational Educational & Entertainment purposes ONLY, this is NOT investment advice.
You have to do what’s best for you and yours at the end of the day. There’s NO guarantees in Investing nor Asset Accumulation.
Reach out to your Financial Advisor, CPA and or CFP.
I am not a Financial Advisor, CFP nor CPA.
NVIDIA Stock Could Touch $800 By 2030, BGG Executive Predicts 550% Upside Driven By AI Revolution And Web3 Transition
Benzinga 2:35 AM ET 9/30/2024
Former Boston Consulting Group executive Phil Panaro forecasts that NVIDIA Corp (NVDA.NaE) shares could reach $800 by 2030. This prediction suggests a potential 558.98% increase from its current price.
What Happened: Panaro attributes this anticipated growth to the ongoing artificial intelligence revolution and the shift from Web2 to Web3. He believes these technological advancements will significantly boost Nvidia’s market share and revenue.
In an interview with Schwab Network, Panaro mentioned that Nvidia’s revenue could multiply tenfold, from $60 billion to $600 billion by 2030. He also expects a “huge explosion” in Nvidia’s stock following the release of its next-gen AI chip, Blackwell, in 2025.
“That’s actually the best case for why it’s actually going to go up. Because if you look at all the other customers they’re not getting to, there’s 490 other Fortune 500 firms that haven’t really adopted AI to the fullest because they don’t understand it. You have all these cities and governments that are going to be redoing all their infrastructure from Web2 to Web3, and you then have the AI arms race, with countries and their militaries, which Nvidia (NVDA.NaE) hasn’t penetrated for the most part,” Panaro said.
Despite some skepticism from other strategists, Panaro remains confident in Nvidia’s potential. He emphasized that the firm’s growth is supported by the limited penetration of AI in various sectors, including corporate, municipal, and military applications.
Benzinga 2:35 AM ET 9/30/2024
Former Boston Consulting Group executive Phil Panaro forecasts that NVIDIA Corp (NVDA.NaE) shares could reach $800 by 2030. This prediction suggests a potential 558.98% increase from its current price.
What Happened: Panaro attributes this anticipated growth to the ongoing artificial intelligence revolution and the shift from Web2 to Web3. He believes these technological advancements will significantly boost Nvidia’s market share and revenue.
In an interview with Schwab Network, Panaro mentioned that Nvidia’s revenue could multiply tenfold, from $60 billion to $600 billion by 2030. He also expects a “huge explosion” in Nvidia’s stock following the release of its next-gen AI chip, Blackwell, in 2025.
“That’s actually the best case for why it’s actually going to go up. Because if you look at all the other customers they’re not getting to, there’s 490 other Fortune 500 firms that haven’t really adopted AI to the fullest because they don’t understand it. You have all these cities and governments that are going to be redoing all their infrastructure from Web2 to Web3, and you then have the AI arms race, with countries and their militaries, which Nvidia (NVDA.NaE) hasn’t penetrated for the most part,” Panaro said.
Despite some skepticism from other strategists, Panaro remains confident in Nvidia’s potential. He emphasized that the firm’s growth is supported by the limited penetration of AI in various sectors, including corporate, municipal, and military applications.
Why It Matters: Nvidia (NVDA.NaE) has consistently been at the forefront of technological innovation. CEO Jensen Huang has a unique approach to market exploration, focusing on “zero-billion-dollar markets,” which are untapped and potentially lucrative sectors. This strategy has significantly contributed to Nvidia’s growth, making it one of the most valuable companies globally.
Additionally, early tech investor James Anderson has predicted that Nvidia (NVDA.NaE) could achieve a market capitalization of nearly $50 trillion within the next decade. This optimistic outlook is driven by the increasing demand for AI chips, essential for advanced generative AI models. Nvidia’s shares have already surged by 168% this year, pushing its market value above $3 trillion.
However, there are concerns about overvaluation in the tech sector. Truist's Chief Strategist and CIO, Keith Lerner, recently downgraded the tech sector from overweight to neutral due to these concerns. Despite this, he remains optimistic about the long-term prospects of AI.
Furthermore, Elon Musk has aligned with Huang’s vision of a future where AI-powered personal assistants will become commonplace, akin to Star Wars’ R2-D2 or C-3PO. This vision underscores the transformative potential of AI in everyday life.
Additionally, early tech investor James Anderson has predicted that Nvidia (NVDA.NaE) could achieve a market capitalization of nearly $50 trillion within the next decade. This optimistic outlook is driven by the increasing demand for AI chips, essential for advanced generative AI models. Nvidia’s shares have already surged by 168% this year, pushing its market value above $3 trillion.
However, there are concerns about overvaluation in the tech sector. Truist's Chief Strategist and CIO, Keith Lerner, recently downgraded the tech sector from overweight to neutral due to these concerns. Despite this, he remains optimistic about the long-term prospects of AI.
Furthermore, Elon Musk has aligned with Huang’s vision of a future where AI-powered personal assistants will become commonplace, akin to Star Wars’ R2-D2 or C-3PO. This vision underscores the transformative potential of AI in everyday life.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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Learn, Grow, Inspire, Invest, Bless, Fellowship, Generational Wealth, Love, Serve, Have Fun NVDA, SPLG, FTEC, MAG 7, BTC
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Coach Donnie OP : Wealth is who you are not what you have…
Wealth has to be an inward realization before it becomes an outward manifestation.
#CoachDonnie
Junius Falcon : An elite tech choice that is also quite defensive in uncertain times. I am seeing a few hundreds dollars per share in years, if economy will still growth in a healthy way lol.
Coach Donnie OP Junius Falcon : Eventually it will be 300-500 then 500-1000 possibly
Junius Falcon Coach Donnie OP : Let's say 300 first then re-evaluate
Coach Donnie OP Junius Falcon : Say what YOU say
I had NVDA and BTC years ago so the way I view things is different than most.
Ultratech : consider that the new chips are a more expensive and better upgrade leaving the last generation obsolete and that as a result the returns on nvda will be same or better
Coach Donnie OP Ultratech : It’s that and much more
Coach Donnie OP : @Ultratech Morgan Stanley says Hopper/Blackwell demand is strong
- Nvidia’s Blackwell chips are now entering volume production, with demand from major customers driving significant growth potential for the company
- The Hopper H200 chips are seeing increased demand from smaller cloud service providers and sovereign AI projects
- Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10 billion for Nvidia
- While Nvidia is still resolving some technical challenges with its GB200 server racks, these issues are part of the normal debugging process for new product launches
- Hon Hai, Nvidia’s assembly partner, is reportedly on track to begin shipments of the GB200 server rack by late Q4 2024
#NVidia #CoachDonnie
Coach Donnie OP : NVDA to the moon
Junius Falcon Ultratech : True, I remember something like 4x faster, but 2x the price. Really has to make up the sales a lot. Their CPU are not made for consumers, but maybe they will to go there eventually ...
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