sharetrader
Page 7 of 8 FirstFirst ... 345678 LastLast
Results 61 to 70 of 73

Thread: NVDA - Nvidia

  1. #61
    Banned
    Join Date
    May 2022
    Posts
    1,070

    Default

    [Putting this from another thread into the Nvidia thread]

    Quote Originally Posted by Azz View Post
    I meant market cap.
    A lot of this is determined on who grabs the "middle ground" of A.I., and how it's grabbed. Middle ground I see as entire corporate functions swapped-out for plug-ins at a datacentre (ie, A.I. for rent, for use by corporates). So far, Nvidia is leading in this area, but there will be competition (though most of that competition will be using Nvidia hardware!).
    Last edited by Azz; 30-09-2023 at 02:27 PM.

  2. #62
    Banned
    Join Date
    May 2022
    Posts
    1,070

    Default

    PE fans: Forward is 40.65. And that will be for estimates possibly 50% too low.

  3. #63
    Banned
    Join Date
    May 2022
    Posts
    1,070

    Default

    [Putting this from another thread into the Nvidia thread]

    Quote Originally Posted by Snoopy View Post
    Well Azz, I am not saying you are wrong. But in my experience the best investment returns are made when there is a disconnection between price and long term value. if Nvidia is the future and it is priced as though it takes over the future, then there is no money to be made by buying Nvidia now. But do you really think that Nvidia will have a free run to exploit AI? That no competitor will ever emerge? That the Nvidia business plan will run to perfection? I am not saying it won't happen. But an awful lot of ducks have to line up to make Nvidia a good investment from here, if you buy in today.



    Exponential growth will take care of the earnings. No need to worry about that old fashioned PE stuff. It is different this time......

    Some of us who have been around the markets a while have heard this story before.

    SNOOPY
    Let's see who's right. I'm saying Nvidia will be a massive gainer, from here. (Timeframe: 2 years, and 5 years, and 10 years.)

  4. #64
    Banned
    Join Date
    May 2022
    Posts
    1,070

    Default

    [Putting this from another thread into the Nvidia thread]

    Quote Originally Posted by Joshuatree View Post
    Hey Azz, there will be competitors clammering to fill the gap,compete it's a natural law.Have you researched who the contenders will be even if they're not up to speed yet?
    They have to make their own chips. A lot of the A.I. "competitors" so far are using the Nvidia hardware backbone. Amazon, for example, is going all-in with A.I.; they use Nvidia chips, but moving forward intend to design and make their own, at least for a portion of their A.I. software; of note, is these Amazon chips are not as powerful as Nvidia's.

  5. #65
    IMO
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    9,794

    Default

    Thanks Azz.Meanwhile it looks like Nvidia is on another leg up from here . Maybe Mike from Pie funds was spot on ehh .

    "Nvidia has unveiled its latest artificial intelligence (AI) chip which it says can do some tasks 30 times faster than its predecessor."
    Last edited by Joshuatree; 19-03-2024 at 07:02 PM.

  6. #66
    Advanced Member Valuegrowth's Avatar
    Join Date
    Jun 2013
    Posts
    2,124
    Last edited by Valuegrowth; 21-03-2024 at 10:30 PM.

  7. #67
    Member
    Join Date
    Feb 2003
    Location
    , Christchurch , NZ .
    Posts
    262

    Default

    Thank for those links Valuegrowth - it’s truely amazing the speed at which the development of AI Is occurring isn’t it…
    Have been trading NVDA, AMD and SMCI for a while now

  8. #68

  9. #69
    Member
    Join Date
    Feb 2003
    Location
    , Christchurch , NZ .
    Posts
    262

    Default

    NVDA) today reported revenue for the fourth quarter ended January 28, 2024, of $22.1 billion, up 22% from the previous quarter and up 265% from a year ago. For the quarter, GAAP earnings per diluted share was $4.93, up 33% from the previous quarter and up 765% from a year ago.

  10. #70
    Member
    Join Date
    Feb 2003
    Location
    , Christchurch , NZ .
    Posts
    262

    Default

    NVIDIA (NVDA) announces a 10-to-1 stock split, increases dividend NVIDIA's upcoming stock split will go into effect starting in the first week of June 2024.

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •