Shin4649yuki
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$NVIDIA (NVDA.US)$
For your reference:Hon Hai's revenue exceeds market expectations - continued strong demand for AI.
AI demand is strong. Looking forward to the deepening relationship between Hon Hai and NVIDIA. (The company is currently in Mexico.)nvidiaConstructing the world's largest assembly plant for servers equipped with Semiconductors.
For your reference:Hon Hai's revenue exceeds market expectations - continued strong demand for AI.
AI demand is strong. Looking forward to the deepening relationship between Hon Hai and NVIDIA. (The company is currently in Mexico.)nvidiaConstructing the world's largest assembly plant for servers equipped with Semiconductors.
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Shin4649yuki
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$NVIDIA (NVDA.US)$
The US stock market continued to decline with cautious views on the new fiscal year market, following the retreat of rate cut expectations on the 30th.
For reference: NVIDIA, a semiconductor company, saw an increase as ByteDance, the operator of the video-sharing service TikTok, reportedly plans to invest up to 7 billion dollars outside of China by 2025 and use its Artificial Intelligence (AI) chips.
The US stock market continued to decline with cautious views on the new fiscal year market, following the retreat of rate cut expectations on the 30th.
For reference: NVIDIA, a semiconductor company, saw an increase as ByteDance, the operator of the video-sharing service TikTok, reportedly plans to invest up to 7 billion dollars outside of China by 2025 and use its Artificial Intelligence (AI) chips.
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Shin4649yuki
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$NVIDIA (NVDA.US)$
Recovering in the $141 range in overnight trading. There may be expectations for pre-market trading and regular trading hours. I hope this is not a pump and dump.
Recovering in the $141 range in overnight trading. There may be expectations for pre-market trading and regular trading hours. I hope this is not a pump and dump.
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$NVIDIA (NVDA.US)$ I still have the reverse god, so please be careful.
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Shin4649yuki
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$NVIDIA (NVDA.US)$
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.
Although NVIDIA's market capitalization exceeds that of Apple and Microsoft, I still see potential for growth and value it at $189 per share, a 42% premium.
NVIDIA's outstanding financial performance is driven by the explosive increase in demand for AI GPUs, significant revenue and profit margin growth, and strategic share buyback.
NVIDIA's platform strategy, including CUDA and AI data centers, creates high switching costs and long-term partnerships, ensuring sustainable demand and competitive advantage.
Despite the risks of supply chain and concentration, NVIDIA's strong presence in diverse markets and continuous GPU demand support my bullish outlook and evaluation.
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Shin4649yuki
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$NVIDIA (NVDA.US)$
Nvidia Corporation's 3rd quarter revenue surged by 94% year-on-year to $35.1 billion, driven by AI adoption in various sectors, reaffirming my 'strong buy' rating at the target stock price of $200.
The Datacenter division generated $30.8 billion, a 112% increase year-on-year, highlighting Nvidia's technical superiority in AI infrastructure demand, accelerated computing, and AI generation software.
Enterprise AI and Edge Computing markets represent new growth vectors, with Nvidia's software segment approaching an annual run rate of nearly $2 billion and adoption accelerating through key partnerships.
Despite supply chain and regulatory risks, Nvidia's market position, technological leadership, and operational excellence justify a premium multiple, providing an attractive entry point for long-term investors.
Nvidia Corporation...
Nvidia Corporation's 3rd quarter revenue surged by 94% year-on-year to $35.1 billion, driven by AI adoption in various sectors, reaffirming my 'strong buy' rating at the target stock price of $200.
The Datacenter division generated $30.8 billion, a 112% increase year-on-year, highlighting Nvidia's technical superiority in AI infrastructure demand, accelerated computing, and AI generation software.
Enterprise AI and Edge Computing markets represent new growth vectors, with Nvidia's software segment approaching an annual run rate of nearly $2 billion and adoption accelerating through key partnerships.
Despite supply chain and regulatory risks, Nvidia's market position, technological leadership, and operational excellence justify a premium multiple, providing an attractive entry point for long-term investors.
Nvidia Corporation...
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Shin4649yuki
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$NVIDIA (NVDA.US)$
Despite experiencing temporary fluctuations despite fantastic earnings, Nvidia Corporation's stock price may recover and reach $180-200 by the next earnings.
The AI chip market is expected to have explosive growth, and Nvidia dominates the enterprise/datacenter AI chip market, providing unmatched potential.
Nvidia's profit for the third quarter exceeded expectations with a significant revenue increase, and the guidance continues to suggest strong performance, making the company's stock a suitable buy and hold.
NVDA's risks include potential slowdown in AI infrastructure construction, intensifying competition, geopolitical challenges, etc., but Nvidia's long-term outlook remains robust.
I am Victor Dargnov, an investor and financial writer with over 20 years of experience. I operate the "The Financial Prophet" and cover all market sectors, sharing strategies for a well-diversified portfolio."The Financial Prophet"operates and shares strategies for a well-diversified portfolio covering all market sectors.
Despite experiencing temporary fluctuations despite fantastic earnings, Nvidia Corporation's stock price may recover and reach $180-200 by the next earnings.
The AI chip market is expected to have explosive growth, and Nvidia dominates the enterprise/datacenter AI chip market, providing unmatched potential.
Nvidia's profit for the third quarter exceeded expectations with a significant revenue increase, and the guidance continues to suggest strong performance, making the company's stock a suitable buy and hold.
NVDA's risks include potential slowdown in AI infrastructure construction, intensifying competition, geopolitical challenges, etc., but Nvidia's long-term outlook remains robust.
I am Victor Dargnov, an investor and financial writer with over 20 years of experience. I operate the "The Financial Prophet" and cover all market sectors, sharing strategies for a well-diversified portfolio."The Financial Prophet"operates and shares strategies for a well-diversified portfolio covering all market sectors.
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Shin4649yuki
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$NVIDIA (NVDA.US)$
This fiscal year's financial results
Sales, eps slightly beat, fourth quarter guidance is a monster guidance due to Blackwell's relationship
Only God knows what will happen with this
The real excitement is the February financial results next year to see what the 2025 guidance will be
Blackwell's full-year contribution is now ahead of NextGen's Rubin.
Just looking forward to it 😁
This fiscal year's financial results
Sales, eps slightly beat, fourth quarter guidance is a monster guidance due to Blackwell's relationship
Only God knows what will happen with this
The real excitement is the February financial results next year to see what the 2025 guidance will be
Blackwell's full-year contribution is now ahead of NextGen's Rubin.
Just looking forward to it 😁
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Shin4649yuki
Set a live reminder
$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
◆ Notes
The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
◆ Notes
The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
Translated
Earnings reports can have a big impact, NVDA's earnings announcement live stream (with Japanese subtitles).
Nov 21 06:00
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