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$NVIDIA (NVDA.US)$
Nvidia investors have recently experienced a challenging integration period due to concerns about investments in AI. The market may be concerned about the progress of the delayed release of the Blackwell AI chip.
Nvidia's revenue growth is expected to normalize. However, the market may not fully realize the growth opportunities from sovereign AI and enterprise adoption.
Nvidia's PEG (price-to-earnings growth ratio) has dropped to an attractive level, indicating that the market may already reflect significant pessimism.
Nvidia investors have endured pressure during a prolonged integration period as the market reassesses whether the 'AI father' can continue to deliver outstanding performance. In the recent earnings release, Nvidia's guidance was not enough to inspire market confidence, resulting in a failure to sustain its astonishing performance. Coupled with the unexpected delay of the Blackwell architecture chip, the market may need further evidence to continue to be bullish on Nvidia for the fiscal year 2025.
In the performance commentary of Nvidia's second quarter, management emphasized its confidence and stated that Nvidia's customers have started testing the Blackwell chip. However, due to the complexity of its design, there are increased execution risks, particularly in collaborating with its manufacturing partner Taiwan Semiconductor (TSMC) to achieve robust production yield. Despite Nvidia's current generation architecture for Hopper...
Nvidia investors have recently experienced a challenging integration period due to concerns about investments in AI. The market may be concerned about the progress of the delayed release of the Blackwell AI chip.
Nvidia's revenue growth is expected to normalize. However, the market may not fully realize the growth opportunities from sovereign AI and enterprise adoption.
Nvidia's PEG (price-to-earnings growth ratio) has dropped to an attractive level, indicating that the market may already reflect significant pessimism.
Nvidia investors have endured pressure during a prolonged integration period as the market reassesses whether the 'AI father' can continue to deliver outstanding performance. In the recent earnings release, Nvidia's guidance was not enough to inspire market confidence, resulting in a failure to sustain its astonishing performance. Coupled with the unexpected delay of the Blackwell architecture chip, the market may need further evidence to continue to be bullish on Nvidia for the fiscal year 2025.
In the performance commentary of Nvidia's second quarter, management emphasized its confidence and stated that Nvidia's customers have started testing the Blackwell chip. However, due to the complexity of its design, there are increased execution risks, particularly in collaborating with its manufacturing partner Taiwan Semiconductor (TSMC) to achieve robust production yield. Despite Nvidia's current generation architecture for Hopper...
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During the period from 2019 to 2022, I discovered through personal experience that blindly investing and relying solely on others' advice can lead to significant losses and difficulties. Fortunately, in December 2022, I found a mentor who introduced me to the world of value investing. 8VI (Value Investing College) played a key role in reshaping my mindset and honing my skills.
Today, I will prioritize continuous learning, in-depth research, and comprehensive analysis before making investment decisions to ensure making wise choices. In this ever-changing market, continuous learning and constant growth are crucial. I strongly encourage aspiring investors to prioritize education and seek reliable mentors. Establishing a solid knowledge foundation is crucial for navigating the complexity of investments and increasing the chances of success.
Through continuous learning, in-depth research, and comprehensive analysis, we can better understand market trends and potential investment opportunities. For those who aspire to succeed in the investment field, trusting our own understanding and consistently making decisions based on sufficient information is essential. In our investment journey, continuous growth and staying updated are our key advantages.
Today, I will prioritize continuous learning, in-depth research, and comprehensive analysis before making investment decisions to ensure making wise choices. In this ever-changing market, continuous learning and constant growth are crucial. I strongly encourage aspiring investors to prioritize education and seek reliable mentors. Establishing a solid knowledge foundation is crucial for navigating the complexity of investments and increasing the chances of success.
Through continuous learning, in-depth research, and comprehensive analysis, we can better understand market trends and potential investment opportunities. For those who aspire to succeed in the investment field, trusting our own understanding and consistently making decisions based on sufficient information is essential. In our investment journey, continuous growth and staying updated are our key advantages.
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$SoFi Technologies (SOFI.US)$ to the moon!!!
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