$Powell Industries (POWL.US)$
A sharp rebound after a sudden 16% drop. It seems like a good buy at a good point for those with long-term accounts who bought at the market open.

Market trends hinted at by concerns over Nvidia's GPU supply shortage and the timing of the next-generation models.
November 22, 2024
Market trends hinted at by concerns over Nvidia's GPU supply shortage and the timing of the next-generation models.
In its recent earnings reports, Nvidia demonstrated record-breaking results with revenue increasing by 94% year-on-year to $35 billion, and net profit increasing by 109% to $19.3 billion. At the same time, there were warnings of a potential shortage of gaming GPUs during the holiday season. This is believed to be due to a concentration of demand for AI and datacenter products, as well as production adjustments for the RTX 40 series in preparation for the RTX 50 series.
Supply constraints on the RTX 40 series are particularly prominent in the higher-end models, with concerns about price increases, while the trends in the consumer market are being watched. The announcement of the next-generation GPU is forecasted for CES 2025 and is expected to be key to Nvidia's new strategy.
A complete view of market shifts seen in Nvidia's revenue structure.
In Nvidia's recent earnings report, the datacenter business accounted for 87.7% of the company's total revenue, recording $30.7 billion. This includes the H100/H200 and Blackwell...

$NVIDIA (NVDA.US)$
Nvidia Corporation reported a 93.6% increase in revenue and a 101.4% increase in adjusted operating profit compared to the previous year due to strong demand for datacenter and AI computing.
The sales of H200 reached several billion dollars, achieving Nvidia's fastest product launch in history thanks to strong partnerships in the AI ecosystem.
Nvidia is predicting revenue of $37.5 billion for the fourth quarter, expecting a 111% revenue increase in fiscal year 25 driven by the datacenter and automobiles sectors.
Despite the potential competition with OpenAI's custom AI chip, I reaffirm the 'strong buy' rating for Nvidia's 1-year target stock price at $184 per share.
Last 'strong buy' recommendation announced in August 2024.In the paper, Nvidia Corporation (NASDAQ: NVDA) emphasized strong network growth and Blackwell reinforcement. Nv...

$NVIDIA (NVDA.US)$
Nvidia Corporation's revenue growth continues to be strong, with sales growth exceeding $12 billion for 5 consecutive quarters, and strong demand for Blackwell chips is expected to drive future growth.
Despite being perceived as overvalued, Nvidia's market potential is immense, supported by the rapid increase in AI investments and the company's strategic positioning in the AI ecosystem.
The decline in Nvidia's stock price after the third quarter earnings announcement is due to market concerns about the sustainability of growth and conservative guidance for the fourth quarter, and does not reflect Nvidia's long-term outlook.
I believe that market concerns are exaggerated and the company's growth trajectory remains robust, maintaining a strong buy rating on NVDA.

$NVIDIA (NVDA.US)$
Nvidia Corporation reported that despite the conservative outlook for the 4th quarter of 2025 with a 7% increase compared to the previous quarter, revenue increased by 94% due to a 112% increase in datacenter revenue, indicating strong performance in the 3rd quarter of 2025.
The Blackwell GPU showed a significant improvement in performance, attracting strong interest among major technology companies and contributing to NVDA's solid growth in the AI and datacenter sectors.
Risks include high valuation, potential electrical utilities constraints on datacenter growth, and forecasts of continued growth deceleration in the 4th quarter of 2025.

$NVIDIA (NVDA.US)$
Nvidia Corporation's revenue for the 3rd quarter exceeded financial estimates, driven by strong performance in the datacenter and gaming divisions, with revenue increasing by 93.6% compared to the previous year, and EPS increasing by 103% year-on-year.
Blackwell's production is ramping up, with demand expected to outstrip supply, positioning Nvidia for significant growth in industrial AI.
The automobiles and robotics divisions saw a revenue increase of 72% compared to the previous year, demonstrating solid growth with new initiatives in humanoid robots and autonomous vehicles.
Despite the complexity of Blackwell, intensifying competition, and potential risks from China's tariffs, Nvidia's strong performance and future prospects justify maintaining a BUY rating for NVDA.

$NVIDIA (NVDA.US)$
Nvidia's quarterly net profit surged to $19.3 billion, accounting for 55% of the revenue, a significant increase from last year's $9.2 billion, 50.8%.
Nvidia's profitability surpasses other tech giants like Microsoft (37.6%), Alphabet (29.8%), Apple (24.9%), Meta Platforms (38.6%), etc.
As a result, nvidia will likely become the most profitable company in history.
Owning Nvidia shares makes sense because profitability is the most important measure of success.

$NVIDIA (NVDA.US)$
Also adopted by dow, the trading volume has decreased compared to before. In the future, it may move like apple, don't you think?
(Trading volume, MACD reference, for reference only.)
Mentally ill people are healed by everyone's love❤️. The mischievous nvidia of the young days has graduated👩‍🎓.
Nvidia, which gradually rises⤴️, is becoming an adult and a professional.
I'll continue to support with a cheer (hold) from now on. It's a bit sad 😞 though.
I sang for you. Starting to ride a stolen bike 🛵~ I miss the nights of 15.
The light of the firefly shines brightly ♫♫♫