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NVIDIA AND THE CHINA CHALLENGE
Shareholders of Nvidia Corporation $NVDA were disappointed over the Thanksgiving holiday as renewed focus on the company's hardware export problems to China impacted share prices, but experts suggest that a broader understanding of its technology could reveal potential investment benefits. In early trading on Monday, the shares rose a marginal 0.4%...
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Nvidia is strengthening its dominance in the chip markets.
Today I read a new report that Nvidia $NVDA and AMD $AMD are working on Arm-based PC chips. These Arm-based chips, also used for smartphones, often consume significantly less power, which is critical for battery-powered devices.
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Microsoft plans to launch its own AI chip next month!
Microsoft is reportedly planning to launch its own AI chip to reduce its dependence on Nvidia in particular.
The chip will be similar to Nvidia's GPUs and is designed to run data center servers. This makes the chip less power-hungry. For data centers, power consumption is critical because data centers run 24/7.
The emergence of...
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Investors, which stock in your portfolio is the most profitable this year and how much % is it up ?
In my portfolio, $GOOGL stock is the most in profit this year by 39%. I would very much like to see $NVDA stock in my portfolio, however somehow I have not focused on this company and unfortunately I have not bought the stock :D.
Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT $GOOGL $AMZN on artificial intelligence chips from $NVDA?
These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT 's recent investment in d-Matrix, a company that designs optimized chips to power...
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It's very possible that the tech companies will make the chips themselves and won't be so dependent on Nvidia.
ARM HOLDINGS is gearing up for a spectacular initial public offering to test the market's interest in a major technology company. But its target valuation suggests it is resigned to not being the next Nvidia.
According to The Wall Street Journal, citing people familiar with the matter, British chipmaker Arm is seeking a valuation for its initial share offering on the Nasdaq...
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I was very interested in this company, but somehow I forgot about it, so thank you for reminding me. I'll have to take a quick look at the company and I'll definitely be following the IPO at least a little :)
The best-performing S&P 500 stock so far in 2023:
Nvidia $NVDA +231.9% Facebook $META +146.3% Tesla $TSLA +98.9% Royal Caribbean $RCL +97.7% Carnival $CCL +95.2% PulteGroup $PHM +81.5% General Electric $GE +74.7% Palo Alto $PANW +73.9% West Pharma $WST +73.2% AMD $AMD +69% Adobe $ADBE +67.4% Salesforce $CRM +67.1% Lam Research $LRCX +67% Amazon $AMZN +64.4%.
Were you able to...
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Investors, what stocks have you been most interested in this year and which companies have you bought the most shares of this year?
I've been very interested in $NVDA stock this year, as it's been growing incredibly fast this year, and I've bought the most shares of $ASML and $CVS so far this year.
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You're already recapping the year like this? Wait at least 2 more months, only autumn will be a ride! :-D
Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.
Apple Inc $AAPL, Nvidia Corp $NVDA, Alphabet Inc $GOOGL and Advanced Micro Devices Inc $AMD have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.
Intel Corp $INTC, Samsung Electronics Co Ltd, Cadence Design Systems...
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The question is whether AMD will keep the +-100 support or go a notch lower. Personally in terms of product I don't like AMD I have a graphics card and I have to say it's sometimes extreme those drivers for their cards. But 😂 from an investment point of view it's a good stock and I'll wait to see how it performs on trend plus support. 🙂
Shares of $NVDA have been rising incredibly fast this year and are up over 220% so far this year and the stock is slowly approaching the $500 price. Unfortunately, I'm currently only following $NVDA stock from afar and I'm very sorry I didn't buy the stock. However, if the share price were to drop below $350, I would be buying.
I would be very interested to know if you have $NVD...
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Realistically I was looking at Nvidia around that $100 back then and thought I'd let it drop even more... it was just stopping crypto mining and I thought people wouldn't be so hot for graphics anymore... well... I was very wrong :)
This week, most are probably waiting for the $NVDA results. Today $BIDU reported results and they didn't do badly at all. Operating profit was RMB 5.210 billion (about $718 million), up 53% year-over-year and 5% quarter-over-quarter. Baidu's net profit was RMB 5.210 billion (about $718 million), down 11% year-over-year and 11% quarter-over-quarter.
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I don't know the company at all but the year on year increase in operating profit is staggering :)
Next from Never base your predictions on analysts' predictions 👇
I'm a little amused by HSBC's prediction on $NVDA stock right now. They raised their price target to $780 per share, the previous target was about $100 lower. The funny thing is that earlier in the year there was one company here that was loud and clear on Nvidia saying Sell (target was maybe $135 or $136). Do you...
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And I thought being an analyst was something particularly difficult... and all you have to do is drink :-D
I think it has almost no chance against these companies. But Intel is a great and quality company.