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REVOLUTION INVESTING
Opinion: Nvidia is starting to look a lot like the next Apple
https://stocks.apple.com/AOv2z5wIpRp69clBJ2DWXvA
Nvidia unveils NIM Agent Ai workflows for enterprises; highlights Blackwell at Hot Chips conference
NVDA is effectively backlogged for orders through 2025, so the earnings are real. It’s the world-wide realization of how useful AI will be to businesses and institutions to their bottom lines - and new services and new products and new deals NVDA makes - that will increase the stock price immensely.
Works for me!
Ditto! August 28th is going to be a beautiful day.
Revenues talks, BS walks!
Agreed! It’s not a phone. It’s a computer!
Definitely can!
No worries! Where there’s a paper clip image or it says share link - press on that and it will say copied. Then go the location you want to post the article press on that area and it will say paste. Click on paste and hopefully you’ll have the link and article available for sharing to your audience.
https://stocks.apple.com/AycrxorWmTMqwsakKAwA8Hg
Here’s a reported article - same story - but corroborates what Dallas-Cowboys shared. Thanks Dallas Cowboys! Go Packers Go!!!
Hope he’s right! Yowza!
I also am impressed with NVDA voluntarily training the California public school systems on AI!
How sweet it is!
Great comments - all. I think it’s a 2030 story, too. Some of those NVDA vids on YouTube and their 2030 prognostications are incredible.
If shoppers and advertisers are helping businesses make increases in their revenues - due to AI technology - then there is no argument that AI technology stocks (NVDA especially) will be very profitable as well!!! Any/all businesses and institutions and researchers and consumers will benefit from AI. It’s time for NVDA to soar much more!
Delays these days are par for the course, mainly due to supply chain issues, of course. But, a three month’s delay seems like hardly much of a delay post-covidian?Hopefully that is just being conservative - maybe it’s only two months or 1.5 months?
Sweet! Thank You! I love that it’s a software fix vs a hardware fix! NVDA is solid as usual.
I like your thoughts, NVDA and Dell will have big news in fiscal year 2025, too. AI Dell laptops?!!
LOL - It feels like “jumping off a cliff”sometimes. But don’t let emotions be influenced negatively by the stock portfolio.
Interest rates staying the same, and likely rate cuts in September do not do much for mega caps like NVDA, but bodes well for their smaller suppliers and a lot of the stock market. So, I subscribe to the “rising tide lifts all boats” maxim. It’s about the earnings, orders, and supply and demand. NVDA has incredible actionable results - real revenues, real orders, real demand, and constrained supply. Hallmarks of much better outcomes for their stock price projections. The Anti-trust stuff seems to come with the territory for large, very successful companies. With NVDA they created the market pretty much for AI, they welcome partners, so they are protecting their IP and partners - I bet they hire Microsoft’s legal team? Fortune favors the Bulls!
Go Baby Go!
Nice assessment! FOMO keeps me from selling for sure. Such an incredible company; so much hope for the future!
I agree with this assessment of ShawnP123 - the opinions shared are well-balanced and show a high level of experience and education.
GM! In watching the two talks by Nvidia CEO Jensen Huang - he was his usual brilliant self. His poise and humor showed a man with a lot of optimism, and there was not much fluff in his dialogues. The large cap tech companies with the Genius founders: Apple and Steve Jobs & Wozniak; Microsoft and Bill Gates; Meta and Zuckerberg, and Tesla and Musk all easily come to mind. These geniuses have or had so many cards they are not showing - mind blowing stuff.
As much as I hate to say it, you’re probably right. Hoping the new PR news allows sideways trading until earnings are revealed.
This is my outlook as well. TY
Good question, hope we get decent news that exceeds our expectations this week.
Samsung to the rescue!
Rumor has it (supported by vast majority of economists >90%) that the Fed will keep interest rates where they are now currently. But in September, lower the interest rates.
This is good news. Better if interest rates are lowered now, which in an election year could really make things improve. Interesting week this week - regardless.
The Nvidia/Meta talk is at 5 PM CST today, so maybe the markets will take these potential positive news updates into Nvidia stock price this week. Meta is the second largest customer of Nvidia and they alone are talking about using millions of chips for each data center. Then there is Tesla. Talk of autonomous vehicles using 940 billion instructions per second from generative AI? Hardly any mention of governments and institutions buying Nvidia’s platforms… they need the technology. Fortune favors the bulls!
Yep
How to watch Huang and Zuckerberg talk about AI this afternoon:
https://www.creativebloq.com/ai/how-to-watch-nvidia-ceo-and-mark-zuckerberg-talk-ai
The rotation is done for now - load up on NVIDIA stock boys and girls!
Microsoft NEW data center ramp up and how this may be good for NVIDIA story?
https://stocks.apple.com/AjKPnHr2hSAGohH8x55UxLg