Brain-computer Interface enables direct interaction between humans and computers by measuring brain activity, including the acquisition of signals from the brain, decoding of these signals to extract information, and transmission of this information to external devices. The Brain-computer Interface concept section includes major US-listed companies in the Brain-computer Interface industry chain.
At the Goldman Sachs Communacopia and Technology Conference, Jensen Huang, President and CEO of NVIDIA, shared key insights into NVIDIA's journey, the future of accelerated computing, and the role of artificial intelligence (AI) in transforming industries. Here's a breakdown of the key highlights and expert statements from the discussion:
1. Evolution of NVIDIA: From Gaming to...
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Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.
NVDA trades at 30x street CY2025 GAAP EPS. Assuming street EPS is 10% too low, that means stock at 27x. Given only green lights on demand hard to see stock trading below 25x so not unreasonable here - although it felt safer buying this closer to $110 where it was ~25x street EPS.
No one knows what the contour of growth will be but if it ends up that NVDA's growth rate stabili...
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