Opinions from people in the semiconductor industry
The stock price of NVIDIA (NVIDIA) fell 7% yesterday, and I'm not worried at all.
◾️ NVIDIA sales trends (dollars)
・Full year 2023:27 billion
・2024 February-April: 26 billion
・2024/May-July Forecast: 28 billion
Will the financial results for May-July be announced in late August? A GPU/Blackwell equipped with 208 billion transistors is scheduled to be announced in the second half of this year, and many major tech companies and data centers are planning to adopt it.
What are you all worried about? Are there any other manufacturers that can make GPUs with more performance than this? It's not there.
Forecasts from many analysts, including Morgan Stanley, are also strong buys.
Of course, invest in stocks at your own risk. Meanwhile, I'm watching until 2030, so of course I expect NVIDIA from now on, and will continue to own it.
◾️ NVIDIA sales trends (dollars)
・Full year 2023:27 billion
・2024 February-April: 26 billion
・2024/May-July Forecast: 28 billion
Will the financial results for May-July be announced in late August? A GPU/Blackwell equipped with 208 billion transistors is scheduled to be announced in the second half of this year, and many major tech companies and data centers are planning to adopt it.
What are you all worried about? Are there any other manufacturers that can make GPUs with more performance than this? It's not there.
Forecasts from many analysts, including Morgan Stanley, are also strong buys.
Of course, invest in stocks at your own risk. Meanwhile, I'm watching until 2030, so of course I expect NVIDIA from now on, and will continue to own it.
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Magnificent7 : consents