An amazing rating for Nvidia has been announced. The highest is $220! I don't believe in analyst target prices, but it would be around a 65% increase from the current stock price. I think it will probably happen, but when it will be achieved is uncertain.
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$NVIDIA (NVDA.US)$ Discussion on the supply and demand balance of nvidia's stock price. It is greatly influenced by the following factors.
1. Current supply and demand balance
Demand side: nvidia's GPUs maintain high demand for AI and datacenter applications. In particular, strong demand for the new GPU 'Blackwell' is expected to continue high for the next several quarters, with shipments exceeding expectations.
On the supply side, nvidia is expanding its production capacity and strengthening cooperation with partner companies such as TSMC (Taiwan Semiconductor Manufacturing Company) that handle chip production. However, the supply system to keep up with the rapid demand growth is a challenge, and there are concerns about supply shortages for specific products.
2. Investor psychology and the impact on stock prices
The temporary stock price decline seen after the financial results is due to the market factoring in a slowdown in growth. However, with the expected solid earnings growth in the future, it can be said that the overall balance of supply and demand is supporting the stock price.
Investors are focusing on the sustainability of AI demand and nvidia's ability to meet it, with concerns that short-term supply shortages could have an impact.
3. Need...
1. Current supply and demand balance
Demand side: nvidia's GPUs maintain high demand for AI and datacenter applications. In particular, strong demand for the new GPU 'Blackwell' is expected to continue high for the next several quarters, with shipments exceeding expectations.
On the supply side, nvidia is expanding its production capacity and strengthening cooperation with partner companies such as TSMC (Taiwan Semiconductor Manufacturing Company) that handle chip production. However, the supply system to keep up with the rapid demand growth is a challenge, and there are concerns about supply shortages for specific products.
2. Investor psychology and the impact on stock prices
The temporary stock price decline seen after the financial results is due to the market factoring in a slowdown in growth. However, with the expected solid earnings growth in the future, it can be said that the overall balance of supply and demand is supporting the stock price.
Investors are focusing on the sustainability of AI demand and nvidia's ability to meet it, with concerns that short-term supply shortages could have an impact.
3. Need...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
N touches Bulls Eye at 148![]()
Will tonight be the breakthrough into the atmosphere?![]()
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Please break through!![]()
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Breaking through 149.34(149.40) to 150, 151.29 is breaking into the atmosphere![]()
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If broken, it will reach 155.21, with a high of 159.56.![]()
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N, do your best to break through the atmosphere~![]()
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N touches Bulls Eye at 148
Will tonight be the breakthrough into the atmosphere?
Breaking through 149.34(149.40) to 150, 151.29 is breaking into the atmosphere
If broken, it will reach 155.21, with a high of 159.56.
N, do your best to break through the atmosphere~
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$NVIDIA (NVDA.US)$ In the third quarter of 2024, global strategy (NVIDIA) can be considered in a transition period from H100 (Hopper architecture) to the next-generation Blackwell architecture.
1. The demand for H100 is approaching its peak.
H100 has demonstrated overwhelming performance in AI generation and datacenter training/inference processing, maintaining strong demand in 2024. However, as the announcement of the next-generation architecture Blackwell approaches, some customers and the industry may have been increasing their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be fully introduced to the market in 4Q, with information on its architecture and specifications starting to emerge in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and customer transition plans. In fact, TSMC is operating at full capacity for GPU chip production.
3. Transitional period of the product lifecycle
In the high-end product (H100) market, the timing of demand maturity is key...
1. The demand for H100 is approaching its peak.
H100 has demonstrated overwhelming performance in AI generation and datacenter training/inference processing, maintaining strong demand in 2024. However, as the announcement of the next-generation architecture Blackwell approaches, some customers and the industry may have been increasing their expectations for its performance improvement.
2. Preparation period for Blackwell.
Blackwell is expected to be fully introduced to the market in 4Q, with information on its architecture and specifications starting to emerge in the second half of 2024. For nvidia, it was an important stage to prepare the manufacturing chain and customer transition plans. In fact, TSMC is operating at full capacity for GPU chip production.
3. Transitional period of the product lifecycle
In the high-end product (H100) market, the timing of demand maturity is key...
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$NVIDIA (NVDA.US)$ $Dow Inc (DOW.US)$
It's refreshing to see the PER drop!![]()
Analysts who make excessively high financial estimates compared to previous ones, come on out~!![]()
Thanks to you all, nitpicking is causing trouble for what could have been a good financial result!![]()
It's refreshing to see the PER drop!
Analysts who make excessively high financial estimates compared to previous ones, come on out~!
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$NVIDIA (NVDA.US)$
NVDA's Kanshigahara financial results. In the current market, it has an influence comparable to CPI and FOMC. However, even though good numbers were reported last time, the stock price dropped, and other semiconductor stocks have been declining since July, so I feel that NVDA's influence on the market has diminished slightly. Nevertheless, NVDA's financial results are still a major event. Today is the regular NVDA earnings preview!
Last time, the stock dropped after the earnings, and I sold 1/3.
In NVDA's July earnings report, both revenue and guidance for October were higher than expected, yet the stock dropped.
The detailed explanation of why it dropped can be found in the X post on August 29th, so please read it if you are interested.
In this article, I mentioned that I may sell about half of NVDA and buy CRWD. In fact, afterwards, I sold 1/3 of NVDA and bought CRWD.
I started buying NVDA in March 2023, so the initial stock has more than quintupled. I sold the stock for risk management and because I determined "I have already eaten the easiest part of the fish".
Although the NVDA stock has risen further, I still hold 2/3 and sold a portion...
NVDA's Kanshigahara financial results. In the current market, it has an influence comparable to CPI and FOMC. However, even though good numbers were reported last time, the stock price dropped, and other semiconductor stocks have been declining since July, so I feel that NVDA's influence on the market has diminished slightly. Nevertheless, NVDA's financial results are still a major event. Today is the regular NVDA earnings preview!
Last time, the stock dropped after the earnings, and I sold 1/3.
In NVDA's July earnings report, both revenue and guidance for October were higher than expected, yet the stock dropped.
The detailed explanation of why it dropped can be found in the X post on August 29th, so please read it if you are interested.
In this article, I mentioned that I may sell about half of NVDA and buy CRWD. In fact, afterwards, I sold 1/3 of NVDA and bought CRWD.
I started buying NVDA in March 2023, so the initial stock has more than quintupled. I sold the stock for risk management and because I determined "I have already eaten the easiest part of the fish".
Although the NVDA stock has risen further, I still hold 2/3 and sold a portion...
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$NVIDIA (NVDA.US)$ As expected, this earnings report was not a failure. The first quarter, including this quarter, had a subtle reaction. The second quarter saw a 10% decline, while the third quarter initially dropped 5% after the earnings announcement but eventually rebounded. The consensus has been surpassed in all aspects, and the outlook for the fourth quarter is also surpassing the consensus. There is nothing to worry about, and the gross profit margin can be maintained. In other words, the demand for AI is exceptionally strong. Although it's not a surprise, aiming for the top market capitalization in the world at this scale is impressive. To be honest, I didn't have high expectations for the third quarter as I thought it was a transition period for SMCI and Blackwell, so I think it was a good earnings report.
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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 stream 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 stream 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 20 16:00
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$NVIDIA (NVDA.US)$
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information a...
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information a...
NVIDIA Q3 FY2025 earnings conference call
Nov 20 16:00
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Are you catching squid? I mainly do rockfish fishing, so I'm a mebarringer. It's almost the start of the season.![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
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