$NVIDIA (NVDA.US)$
Mr. Jenson Huang, CEO of NVIDIA Corporation, made it clear that earnings will grow strongly over the medium to long term, and there is a possibility that current earnings will double or triple, strengthening NVIDIA's market leadership.
Nvidia's strategic partnerships in India and other countries highlight the company's expansion of AI infrastructure and continue to drive global demand for the company's chips.
TSM has promised to double its chip production capacity by 2025, and Foxconn is building a new plant in Mexico to ensure strong supply to meet Nvidia's high demand.
Continued innovation in Nvidia's algorithms will improve the performance of existing chips, maintain partial value, and drive ongoing software subscription revenue.
I first posted an article on Seeking Alpha a few months ago, and IAbout Nvidia's market, market share, profit margin, and ratioNvidia Corporat...

$Arm Holdings (ARM.US)$
UBS, citing AI momentum, Arm (NASDAQ: ARM ) coverage has started, and a buy recommendation and a target price of $160 have been set.
British companies' shares rose around 1% in pre-market trading on Monday.
Analysts led by Timothy Alcully stated that AI is a positive growth factor across Arm's main end markets, and in particular, data centers are a promising field because the IP license customer base has expanded, and cloud customers are seeking CPU architectures (strength of ARM products) with more optimized power.
Analysts added that even with smartphones where Arm's penetration rate is already very high (about 50% of sales), the royalty rate rises and the ratio of processors to the cost of mobile phones increases, so Arm should continue to grow above the market.
Analysts pointed out that although the valuation appears overpriced, the market wants growth, and added that the target price of $160 still has room to rise.
Alki...

$NVIDIA (NVDA.US)$
Nvidia Corporation's third-quarter earnings highlight its dominance in the AI field, demonstrating strong growth and solidifying its position as a top player.
Despite not being the industry leader a few years ago, Nvidia is now being traded as the most valuable company in the USA market.
The current valuation reflects Nvidia's strong performance and potential, with significant revenue growth expected in the upcoming quarters.
Probably the fastest growing company in the recent market is NVIDIA Corporation (NASDAQ: NVDA ). Several years ago, this chip maker, which was not considered a leader in the industry, is now sometimes traded as the most valuable company in the US market. Last week, NVIDIA announced its third quarter performanceWe have announced the performance for the third quarter.but the numbers continue to demonstrate that this is the best way to capitalize on the artificial intelligence (AI) boom.
Previous reports about this name:
In the end...

$NVIDIA (NVDA.US)$
Recently, there have been news reports that NVIDIA's AI GPU is being smuggled from Singapore to China. Despite U.S. export restrictions, these chips are still flowing into China through underground networks.2For example, there was a case where a Chinese student brought NVIDIA's A100 GPU from Singapore to China.。
Furthermore, a company based in Hong Kong called PC Partner is reportedly planning to relocate its headquarters to Singapore and move its production base to Indonesia to avoid U.S. sanctions.3。
Since this is a response from GPT-4, it may be something that is already known?

$NVIDIA (NVDA.US)$
Jefferies has maintained a buy recommendation on nvidia and a target stock price of $185. The company's analysis suggests that nvidia will be in a favorable position for the next few years. Demand for Hopper products is expected to remain strong until the first half of 2025, followed by continued supply exceeding demand for Blackwell products from the second half of 2025 to 2026.

$NVIDIA (NVDA.US)$
According to some media reports, Jensen Huang, the Chief Executive Officer of Nvidia (NASDAQ: NVDA), stated on Saturday that even if the future Trump White House decides to impose stricter export regulations on advanced computing products, global cooperation and collaboration will continue.
Donald Trump, the incoming President, imposed many restrictions on the sale of US technology products to China during his first term over national security concerns, a policy that has largely continued under President Joe Biden.
"Open science in global collaboration, the collaboration of mathematics and science has existed for a very long time. It is the foundation of social and scientific progress," Huang was quoted as telling the Hong Kong Reuters media.
According to reports, he mentioned that global cooperation will "continue." It is unknown what will happen with the new administration, but regardless of the outcome, compliance with laws and policies is essential.

$NVIDIA (NVDA.US)$
Nvidia (NASDAQ: NVDA), despite falling short of expectations in the third quarter financial report this week, continues to trade at a significant premium.
Despite beating the Street's revenue guidance of 3.5 billion dollars for the fourth quarter, NVDA, the world's largest publicly traded company, trailed in pre-profit earnings amid high expectations from some bullish analysts.
The company led by Jensen Fan is trading at a forward profit of 48.0 times, compared to about 25.0 times the median of the sector, and Seeking Alpha analysts have shown diverse views on the future trajectory of the stock.
Bulls
On paper, considering most standard indicators, NVDA may appear overvalued, as written by Cash Flow Venue in 'Nvidia: Is Beating Expectations Not Enough Anymore?' However, as I typically state, we have NVDA...