$NVIDIA (NVDA.US)$
In the first quarter of the 25th year of nvidia, profits exceeded financial estimates, but the stock price showed a sluggish response due to investor fatigue, making it a buying opportunity for long-term investors.
NVDA's revenue nearly doubled year-on-year due to strong demand for datacenter GPUs, and profits increased at a faster pace than revenue.
The release of datacenter GPUs themed around Blackwell scheduled for the 4th quarter is expected to be a significant driver for Nvidia's revenue and profit growth in 2025.
Although the growth of revenue has slightly slowed down, supported by strong demand for AI-compatible GPUs and high gross profit margin, the company's long-term outlook remains robust.
Nvidia inc (NASDAQ: NVDA ) revenue exceeded investor expectations in terms of revenue and profit, but the market did not react as favorably to the company's revenue as before. In my opinion, this may indicate short-term fatigue regarding Nvidia's performance, potentially presenting a doubling opportunity for investors...

$NVIDIA (NVDA.US)$
It is surprising to think that buying Nvidia today at $135 comes with the same premium as buying it at $15 in 2021.
Financial estimates PE = 30.9 times

$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
Huang has announced a major news that all technology investors need to know.
This article was originally published on Fool.com. Unless otherwise specified, all figures are quoted in U.S. dollars.
Nvidia (nasdaq: NVDA) recently reported another explosive quarter. The leading artificial intelligence (AI) company recorded quarterly revenue of $35.1 billion for the period ending on October 27, after inducing investors to expect earnings of approximately $32.5 billion for the third quarter of the fiscal year 2025.
However, as AI capital expenditures continue to rise, exceeding expectations has become the norm. Analysts have already baked in another significant quarter, reflecting Nvidia's many future successes. Nvidia's stock price is... Nvidia's CEO, Jensen Huang, during the earnings call...

The future of the AI market depicted by Nvidia attracts attention at the UBS conference on December 3rd.
November 29, 2024 (excerpt)
The UBS Global Technology AI Conference, scheduled for December 3rd, could be a catalyst affecting Nvidia's stock price by discussing the advancement of next-generation technologies and market trends. On the other hand, from a long-term perspective, the company's profitability and the overall growth of the AI market are likely to bring stable profits. A decision that focuses on the future potential rather than being swayed by short-term fluctuations is required.
The potential indicated by the presentation at the UBS conference reflects investors' expectations and cautious judgment.
The UBS Global Technology AI Conference scheduled for December 3 is set to be a valuable platform for Nvidia to share next-generation strategies and product plans. The presentations at this event could have a significant impact on the company's stock price. In particular, if detailed production plans for the Blackwell architecture and specific strategies for new market expansion are discussed, it is expected to further attract investors' interest.
However, it is important to note that Nvidia's future in the AI market is drawing attention to the UBS conference on December 3.

$NVIDIA (NVDA.US)$
NVIDIA's financial results for August to October amounted to a record high of $19.3 billion. One way to predict the future is through their own new product Blackwell's order status, which the CEO himself described as 'Insane.' The sales performance of the accompanying HBM is also crucial, with the production for 2025 already sold out. How far will NVIDIA go?

$NVIDIA (NVDA.US)$
Many people think NVIDIA is just a company that makes GPUs and delivers them to datacenters, but that's not true. First of all, there is a significant entry barrier called CUDA that other companies cannot overcome, so the business itself is very solid. Additionally, it is said that in 2025, the new product Blackwell will surpass the mainstream GPU, Hopper, in shipments. Of course, the demand for Hopper will continue, so the revenue will increase. Although the gross profit will decrease as products are mixed, if Blackwell becomes mainstream, production efficiency will increase and exceed their standard of 75%.
One thing I have been focusing on recently is the NVIDIA AI Enterprise service. One of the reasons why generative AI is said to be a bubble is 'How can we monetize this?' This service solves that problem. In simple terms, many companies are advancing their DX on the internet and in the cloud, and this is where generative AI comes in. As a business owner myself, I have introduced email marketing tools and various CRMs to my company...

$NVIDIA (NVDA.US)$
Although NVIDIA's market capitalization exceeds that of Apple and Microsoft, I still see potential for growth and value it at $189 per share, a 42% premium.
NVIDIA's outstanding financial performance is driven by the explosive increase in demand for AI GPUs, significant revenue and profit margin growth, and strategic share buyback.
NVIDIA's platform strategy, including CUDA and AI data centers, creates high switching costs and long-term partnerships, ensuring sustainable demand and competitive advantage.
Despite the risks of supply chain and concentration, NVIDIA's strong presence in diverse markets and continuous GPU demand support my bullish outlook and evaluation.