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$NVIDIA (NVDA.US)$
Read by Adria Chimino, Motley Fool on Tuesday, November 12, 2024 at 6:05 PM.
Nvidia (NASDAQ: NVDA) has proven to be an excellent investment in the short and long term. The stock price has surged by 2,700% over the past 5 years, and so far this year, it's heading towards an almost 200% increase.
The reason behind this is simple: Nvidia is building an artificial intelligence (ai) empire and providing services in one of today's fastest growing regions. The current $200 billion AI market is predicted to reach $1 trillion by the end of the decade. As this growth occurs, Nvidia may become one of the biggest winners.
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The advantage of technology companies in ai chips, related products, and services helps them report solid levels of triple-digit revenue growth and strong gross profit margins. However, Nvidia is still one of the most attractive stocks in the tech sector due to its dominance in the AI chip market.
Read by Adria Chimino, Motley Fool on Tuesday, November 12, 2024 at 6:05 PM.
Nvidia (NASDAQ: NVDA) has proven to be an excellent investment in the short and long term. The stock price has surged by 2,700% over the past 5 years, and so far this year, it's heading towards an almost 200% increase.
The reason behind this is simple: Nvidia is building an artificial intelligence (ai) empire and providing services in one of today's fastest growing regions. The current $200 billion AI market is predicted to reach $1 trillion by the end of the decade. As this growth occurs, Nvidia may become one of the biggest winners.
Start your mornings smarter! Every day, breakfast news will arrive in your inbox on Market Day. Sign up for free »
The advantage of technology companies in ai chips, related products, and services helps them report solid levels of triple-digit revenue growth and strong gross profit margins. However, Nvidia is still one of the most attractive stocks in the tech sector due to its dominance in the AI chip market.
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$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
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I wanted to have the mental strength to keep nvidia!
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We will enjoy learning about investment themes that are overflowing both domestically and internationally, such as topics on technology that are currently driving the market and will change the world in the future. Appearances by Hiroyuki Amano (Kyain), Katsunori Matsuzono (President of RH Labo), Shinichi Kamata (Radio NIKKEI commentator), and Hitomi Yagi. *This program is not intended to solicit investment or any other actions. Please make your own final decision regarding investments.
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The Money~The Investment World You Want to Know Now with Hiroyuki Amano and Katsuki Matsuzono (2024.10.08)
Oct 8 00:30
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(Friday, June 14, 2024 22:35) NY market started with widespread declines!
The NY market started with widespread declines!
Displeasure over postponed rate cuts? Concerns in the European index?
⭐ Buying in the software and infrastructure sectors, while widely selling retail and others.
・Dow -150, Nas -48, S&P -18, Russell -25 down.
- Interest rates (Y10=4.22%)↓
Gold and silver prices increased, copper decreased.
・Crude oil rose by 78.5 points ⭐OIL
Grains down
Bitcoin is up ↑
- Dollar yen is up to 157.1.
- Fear & Greed 41↓ ⭐Towards fear
Sector Situation
⭐ About 80% of the sectors are falling.
- qitabankuai and mining, silver, and gold sectors.
Buy gold and silver sector.
(Weak 3) Industrial distribution, trucking, and metal fabrication
(23:24)
NVIDIA is rising...
LEU is withdrawing temporarily
The stop limit order was hit.
LEU is cut loss by 100% and withdraw temporarily.
(5:47)
The NY market closed with only Nasdaq in the positive, while other markets closed in the negative.
⭐ Buying semiconductors and internet-related stocks, selling consumer-related stocks!
💥 Start of factoring in the economic downturn!!️
・D...
The NY market started with widespread declines!
Displeasure over postponed rate cuts? Concerns in the European index?
⭐ Buying in the software and infrastructure sectors, while widely selling retail and others.
・Dow -150, Nas -48, S&P -18, Russell -25 down.
- Interest rates (Y10=4.22%)↓
Gold and silver prices increased, copper decreased.
・Crude oil rose by 78.5 points ⭐OIL
Grains down
Bitcoin is up ↑
- Dollar yen is up to 157.1.
- Fear & Greed 41↓ ⭐Towards fear
Sector Situation
⭐ About 80% of the sectors are falling.
- qitabankuai and mining, silver, and gold sectors.
Buy gold and silver sector.
(Weak 3) Industrial distribution, trucking, and metal fabrication
(23:24)
NVIDIA is rising...
LEU is withdrawing temporarily
The stop limit order was hit.
LEU is cut loss by 100% and withdraw temporarily.
(5:47)
The NY market closed with only Nasdaq in the positive, while other markets closed in the negative.
⭐ Buying semiconductors and internet-related stocks, selling consumer-related stocks!
💥 Start of factoring in the economic downturn!!️
・D...
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$NVIDIA (NVDA.US)$
In 3 years, 300; in 5 years, 500.
If you buy with technical analysis, there will be no profit-taking or stop-loss orders.
In 3 years, 300; in 5 years, 500.
If you buy with technical analysis, there will be no profit-taking or stop-loss orders.
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Portfolio manager Tony Wan of T. Rowe Price, along with Caroline Hyde, is discussing how nvidia emerged as the top technology company by market capitalization. $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$
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Well, from here on, we have to aim for the highest price of $140 and surpass it, but so far...
・BlackWell shipping delays... △ small impact on stock prices
・Chinese regulations and retaliation... there is no problem with exports to China. Are the retaliatory effects of China's raw material export restrictions far ahead △?
・Strong dollar... the product price itself is high in the first place, so there is no impact
・On the eve of financial results... maybe there will be a slight warning sales adjustment or short sale? If the financial results are ◎, there is a big possibility that it will soar on a favorable pitch!
・The presidential election... it won't have much impact
・Geopolitics... if there is an emergency in Ukraine and Israel, it may be temporarily fueled by an overall decline in the index
The impact of the outfield, including the results of CPI and employment statistics, doesn't seem to cause much damage, so personally I will keep watching the trend ($120 to $140) until the settlement date.
If the value after settlement breaks through the record of $150 or more, we plan to make some profit and adjust the position.
... if it's over $200, it's ecstatic dance ♡
・BlackWell shipping delays... △ small impact on stock prices
・Chinese regulations and retaliation... there is no problem with exports to China. Are the retaliatory effects of China's raw material export restrictions far ahead △?
・Strong dollar... the product price itself is high in the first place, so there is no impact
・On the eve of financial results... maybe there will be a slight warning sales adjustment or short sale? If the financial results are ◎, there is a big possibility that it will soar on a favorable pitch!
・The presidential election... it won't have much impact
・Geopolitics... if there is an emergency in Ukraine and Israel, it may be temporarily fueled by an overall decline in the index
The impact of the outfield, including the results of CPI and employment statistics, doesn't seem to cause much damage, so personally I will keep watching the trend ($120 to $140) until the settlement date.
If the value after settlement breaks through the record of $150 or more, we plan to make some profit and adjust the position.
... if it's over $200, it's ecstatic dance ♡
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$NVIDIA (NVDA.US)$
Unstable situations and situations every day
Whether it's Trump or Harris
Once decided, it will rise ☝️
Anyway, it's a long time until November
Unstable situations and situations every day
Whether it's Trump or Harris
Once decided, it will rise ☝️
Anyway, it's a long time until November
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