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$NVIDIA (NVDA.US)$
Data consumption is expected to increase at an average annual growth rate of around 25% from 159 billion in 2024 to 632 billion by 2030 (--these stocks will be the biggest winners 🧐
• Infrastructure | $MSFT, $GOOGL, $AMZN, $DOCN
• Hardware | $NVDA, $ASML, $AMAT, $KLAC, $AMD, $AVGO, $MU, $LRCX, $ANET, $SNPS, $ARM, $QCOM, $TSM
• Analytics and Platforms | $PLTR, $SNOW, $DDOG, $MDB, $CFLT
• Cybersecurity | $CRWD, $ZS, $PANW, $NET
Data consumption is expected to increase at an average annual growth rate of around 25% from 159 billion in 2024 to 632 billion by 2030 (--these stocks will be the biggest winners 🧐
• Infrastructure | $MSFT, $GOOGL, $AMZN, $DOCN
• Hardware | $NVDA, $ASML, $AMAT, $KLAC, $AMD, $AVGO, $MU, $LRCX, $ANET, $SNPS, $ARM, $QCOM, $TSM
• Analytics and Platforms | $PLTR, $SNOW, $DDOG, $MDB, $CFLT
• Cybersecurity | $CRWD, $ZS, $PANW, $NET
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$NVIDIA (NVDA.US)$
**NVIDIA Corp. (August 23, 2024) **
- **Target Price/Base Case**: $150.00 |**Evaluation**: Excellent
### Key Takeaways:
1. **Next financial announcement**: We believe NVIDIA shares should be purchased in preparation for the financial results announcement for the fiscal year ending 2024/7. Hyperscale capital investment is seen as an indicator of strong demand, with a 20% increase in the second quarter, and quarterly growth of 8% and 10% in the third and fourth quarters, respectively.
2. **NEXT CYCLE: LONG-TERM STRENGTH**: NVIDIA has experienced two 50% or more adjustments in its recent history, and we don't think there will be significant selling pressure from NVIDIA until mid-2025, especially since we forecast peak capital investment in the fourth quarter of 2024.
3. **Concerns about Blackwell**: We are aware of investor concerns about potential delays in NVIDIA's next-generation GPU “Blackwell,” but similar to past product disruptions, there may be an impact of 5% to 10% in the short term...
**NVIDIA Corp. (August 23, 2024) **
- **Target Price/Base Case**: $150.00 |**Evaluation**: Excellent
### Key Takeaways:
1. **Next financial announcement**: We believe NVIDIA shares should be purchased in preparation for the financial results announcement for the fiscal year ending 2024/7. Hyperscale capital investment is seen as an indicator of strong demand, with a 20% increase in the second quarter, and quarterly growth of 8% and 10% in the third and fourth quarters, respectively.
2. **NEXT CYCLE: LONG-TERM STRENGTH**: NVIDIA has experienced two 50% or more adjustments in its recent history, and we don't think there will be significant selling pressure from NVIDIA until mid-2025, especially since we forecast peak capital investment in the fourth quarter of 2024.
3. **Concerns about Blackwell**: We are aware of investor concerns about potential delays in NVIDIA's next-generation GPU “Blackwell,” but similar to past product disruptions, there may be an impact of 5% to 10% in the short term...
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$NVIDIA (NVDA.US)$
If the market goes as expected in the next financial results, EPS will be 2.061, so even if the valuation is about 60 times, it will settle down to around 123 to 124 dollars![]()
The valuation did not fall below 50 times when the stock price was bogged down in 2022 and when 90 dollars were added the other day. Even if there is a push from here until the presidential election, I think the decline will be limited. Once you lower it, I think you should pick it up steadily.
If the market goes as expected in the next financial results, EPS will be 2.061, so even if the valuation is about 60 times, it will settle down to around 123 to 124 dollars
The valuation did not fall below 50 times when the stock price was bogged down in 2022 and when 90 dollars were added the other day. Even if there is a push from here until the presidential election, I think the decline will be limited. Once you lower it, I think you should pick it up steadily.
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$NVIDIA (NVDA.US)$
“Isn't the decline in semiconductor stocks ① sector rotation and ② generative AI investments excessive investments that do not generate returns? It is due to skepticism. 🇹🇼🇯🇵🇰🇷 The financial results of the Dango Three Brothers $NVDA related stocks are not bad. There is no sense of anxiety about $NVDA's performance. Isn't the expected PER 30 times +? Cheap in view of PEG. Isn't it okay to buy it?”
“Isn't the decline in semiconductor stocks ① sector rotation and ② generative AI investments excessive investments that do not generate returns? It is due to skepticism. 🇹🇼🇯🇵🇰🇷 The financial results of the Dango Three Brothers $NVDA related stocks are not bad. There is no sense of anxiety about $NVDA's performance. Isn't the expected PER 30 times +? Cheap in view of PEG. Isn't it okay to buy it?”
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$NVIDIA (NVDA.US)$
In a tent at the campsite ⛺️🏕 can't sleep in many ways
In a tent at the campsite ⛺️🏕 can't sleep in many ways
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I was stopped at $30 3 times on a 4-hour schedule, but if I lose $30 at Zara today, I might be able to pay back to $35 once. It's an ultra-short term perspective though.
I was stopped at $30 3 times on a 4-hour schedule, but if I lose $30 at Zara today, I might be able to pay back to $35 once. It's an ultra-short term perspective though.
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Charles Lean, CEO of Supermicrocomputer (NASDAQ: SMCI), indicated in the company's financial results announcement last night that mass shipments of Nvidia (NASDAQ: NVDA) Blackwell GPUs are not expected until the 2025/3 fiscal year.
There is a possibility that several Blackwell GPUs will be shipped in the December fiscal year, but “I think the actual shipment will be in the March fiscal year next year,” he said.
Lian added that this delay is the reason why Supermicro expects sales for the 2025 fiscal year, which began in 2024/7, to be “only 26 billion dollars to 30 billion dollars.”
In May, Nvidia CEO Jensen Huang said he expected more Blackwell units to be shipped by the end of this fiscal year.
However, several of the company's largest customers, such as Meta Platforms (META), Google (GOOG) (GOOGL), and Microsoft (MSFT), suggest that there is a high possibility that Blackwell shipments will be delayed.
Unusually designed at the end of production...
There is a possibility that several Blackwell GPUs will be shipped in the December fiscal year, but “I think the actual shipment will be in the March fiscal year next year,” he said.
Lian added that this delay is the reason why Supermicro expects sales for the 2025 fiscal year, which began in 2024/7, to be “only 26 billion dollars to 30 billion dollars.”
In May, Nvidia CEO Jensen Huang said he expected more Blackwell units to be shipped by the end of this fiscal year.
However, several of the company's largest customers, such as Meta Platforms (META), Google (GOOG) (GOOGL), and Microsoft (MSFT), suggest that there is a high possibility that Blackwell shipments will be delayed.
Unusually designed at the end of production...
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$Super Micro Computer (SMCI.US)$
What kind of analyst sets target stock prices that are difficult to achieve and then easily lowers ratings and target stock prices when it is determined that financial results are not good?
What kind of analyst sets target stock prices that are difficult to achieve and then easily lowers ratings and target stock prices when it is determined that financial results are not good?
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I still can't let my guard down at all, but considering that IBD's put call ratio is 1.11, the fear and greed index is 21, the day before yesterday, they have a big underbeard with turnover the day before yesterday, and that bond prices and VIX continue to decline, etc., there is a possibility that it will drop once. I think the NAAIM index will be updated at night today, but if it falls to about 30, there is a possibility that the decline that was scheduled to fall in the summer withering market was all at once until the carry trade crash the day before yesterday... I'm sorry if I'm wrong 🙏 However, if the NAAIM index hasn't dropped sufficiently to 50, 60, 70, for example, there is a possibility that it will drop 2-3 from here due to institutional investors' summer profit determination, so don't rush to buy I think it's better to wait![]()
I still can't let my guard down at all, but considering that IBD's put call ratio is 1.11, the fear and greed index is 21, the day before yesterday, they have a big underbeard with turnover the day before yesterday, and that bond prices and VIX continue to decline, etc., there is a possibility that it will drop once. I think the NAAIM index will be updated at night today, but if it falls to about 30, there is a possibility that the decline that was scheduled to fall in the summer withering market was all at once until the carry trade crash the day before yesterday... I'm sorry if I'm wrong 🙏 However, if the NAAIM index hasn't dropped sufficiently to 50, 60, 70, for example, there is a possibility that it will drop 2-3 from here due to institutional investors' summer profit determination, so don't rush to buy I think it's better to wait
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