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$NVDA Nvidia with a bullish engulfing week
By: TrendSpider | November 26, 2022
• $NVDA Nvidia with a bullish engulfing week
Price is now +40% off our TW Pivot buy signal in just over a month!
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164,17 a thank u to the Arkwoman for her shares, yup, ANT
Ark is down like 59% this year.
I couldn’t care less what Ark does!
Thx DiscoverGold for postin' all u find on nvda for years now, much appreciated, ANT
Nvidia CEO: "Remember, NVIDIA is the only company in the world that produces and ships semi-custom supercomputers in high volume
By: The Transcript | November 19, 2022
• $NVDA CEO: "Remember, NVIDIA is the only company in the world that produces and ships semi-custom supercomputers in high volume. It’s a miracle to ship one supercomputer every three years. It’s unheard of to ship supercomputers to every cloud service provider in a quarter"
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NVIDIA CORP continues to swoon..
$151.6999 $-5.0701 (-3.23%)
Volume
25,427,374
https://stockcharts.com/h-sc/ui?s=NVDA
Covered most profitably. One jag to go..
Cathie Wood & Ark Invest's Sells 41,917 Shares of Nvidia (NVDA)
By: Ark Invest Daily | November 17, 2022
• Cathie Wood and Ark Invest's trade activity from today 11/17.
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it's all about what is in the pipeline, ceo mentioned new products, in this environment, one will reveal when it's time, a leader has the chip designers, the capacity and will deliver in time, that's imosho ANT
Gaming Demand, China Concerns, Data Center Records: 5 Nvidia Analysts Have Mixed Reactions To Q3 Earnings
BY Benzinga — 11:24 AM ET 11/17/2022
Technology giant NVIDIA Corporation NASDAQ:NVDA beat revenue estimates from analysts and came up short on earnings per share, according to its third-quarter financial results.
Here are what analysts are saying after the report:
Goldman Sachs analyst Toshiya Hari has a Neutral rating and a price target of $162.
Rosenblatt analyst Hans Mosesmann has a Buy rating and a price target of $320.
Raymond James analyst Melissa Fairbanks has a Buy rating and lowers the price target from $210 to $190.
Needham analyst Rajvindra Gill has a Buy rating and raises the price target from $155 to $200.
Mizuho analyst Vijay Rakesh has a Buy rating and lowers the price target from $205 to $200.
The Analyst Takeaways
The results from Nvidia were better than expected and in-line with guidance for the fourth quarter, according to Hari.
"We would look to turn more constructive on the stock should a better entry point present itself and/or we begin to see fundamental outperformance -- beyond what we already model -- driven by factors that are idiosyncratic to NVIDIA," Hari said.
A bottoming on Nvidia's share price could be playing out with the company having its biggest data center GPU launch ever, Mosesmann said. The company's new gaming GPU had strong sales, along with the company ramping spending on accelerating GPUs going forward.
"The gaming inventory digestion period is ending, the China export control restrictions are in the numbers, which give us a clear view of 2023 and 2024," Mosesmann added.
Nvidia margins should return to normalized margin levels and actions taken on the gaming segment could help de-risk investor concerns, Fairbanks explained.
"While overall demand in China cloud remains soft, NVDA was able to roughly offset the impact of trade restrictions by offering other alternative products this quarter, and A800 will help to support customer demand going forward," Fairbanks said.
Gill raised the price target on Nvidia shares, citing the strong data center segment and improvements to the gaming segment.
"Data center revenue hit another record despite the well-known export control impact," Gill said. "Two major trends are carrying the segment: general purpose computing no longer scaling appropriately and breakthroughs in AI are driving broadening adoption."
On the gaming front, Gill said it was important for Nvidia to see channel inventory normalizing.
"In our view, this is a positive outlook, especially related to other parts of consumer that are expected to remain weak through C1H23."
Rakesh lowered the price target, noting how gaming revenue was down 23% quarter-over-quarter. Nvidia shipped below demand to correct inventory.
The analyst sees gaming could show growth in fiscal 2024 with new products.
"We continue to see NVDA dominate gaming and AI/accelerated compute, though near-term investor concerns remain with consumer and data center slowdown into 2023," he added.
https://stockcharts.com/h-sc/ui?s=NVDA
I didn’t hear anything about the CPU Grace on the conference call did I miss it or was it not talked about
Susquehanna Bancshares Increases NVIDIA (NVDA) Price Target to $185.00
By: Market Beat | November 17, 2022
• NVIDIA (NASDAQ:NVDA - Get Rating) had its price target raised by investment analysts at Susquehanna Bancshares from $180.00 to $185.00 in a research note issued to investors on Thursday, Stock Target Advisor reports. The firm presently has a "positive" rating on the computer hardware maker's stock. Susquehanna Bancshares' target price would suggest a potential upside of 16.28% from the stock's previous close...
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$NVDA CEO: "We don’t expect to see blockchain being an important part of our business down the road
By: The Transcript | November 17, 2022
• $NVDA CEO: "We don’t expect to see blockchain being an important part of our business down the road. There is always a resell market. If you look at any of the major resell sites, eBay, for example, there are secondhand graphics cards for sale all the time"
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Nvidia's $NVDA Q3 Revenue (2007-2022)
By: StockMKTNewz | November 16, 2022
• Nvidia's $NVDA Q3 Revenue
Q3 2007: $1.1B
Q3 2008: $898M
Q3 2009: $903M
Q3 2010: $844M
Q3 2011: $1.1B
Q3 2012: $1.2B
Q3 2013: $1.1B
Q3 2014: $1.2B
Q3 2015: $1.3B
Q3 2016: $2B
Q3 2017: $2.6B
Q3 2018: $3.2B
Q3 2019: $3B
Q3 2020: $4.7B
Q3 2021: $7.1B
Q3 2022: $5.9B
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NVIDIA shares up 3% on revenue beat, guidance misses expectations
By: Investing.com | November 16, 2022
NVIDIA (NASDAQ:NVDA) shares were up 3% after-hours following the company’s reported Q3 results, with revenue of $5.93 billion (down 17% year-over-year) coming in better than the consensus estimate of $5.8B. EPS was $0.58, compared to the consensus estimate of $0.71.
Q3 Data Center revenue was up 31% year-over-year to $3.83B. Gaming revenue grew 51% year-over-year to $1.57B.
“We are quickly adapting to the macro environment, correcting inventory levels and paving the way for new products,” said Jensen Huang, founder and CEO of NVIDIA.
The company expects Q4/23 revenue of $6B, below the consensus estimate of $6.09B. GAAP and non-GAAP gross margins are expected to be 63.2% and 66.0%, respectively, plus or minus 50 basis points.
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better than i xpected, added a few 162's afterhours, just awesome the way they talk about Billions when it comes to revenue, just awesome, ANT
NVIDIA Q3 EPS $0.58 Misses $0.69 Estimate, Sales $5.93B Beat $5.77B Estimate
By Benzinga — 4:20 PM ET 11/16/22
NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $0.58 per share which missed the analyst consensus estimate of $0.69 by 15.94 percent. This is a 50.43 percent decrease over earnings of $1.17 per share from the same period last year. The company reported quarterly sales of $5.93 billion which beat the analyst consensus estimate of $5.77 billion by 2.79 percent. This is a 16.50 percent decrease over sales of $7.10 billion the same period last year.
MG Further note: it Guided lower
Nvidia Q4 revenue guidance fell just short of Wall Street expectations, coming in at $6 billion. Analysts were hopping for $6.09 billion.
Imo that will be easily worked away in the nxt quarter, prepare urselves i would say, i certainly will, have a nice evenin', ANT
Data center revenue increased, that's a plus for sure, 3,83 billion vs 3,7 xpected, Fyi ANT
BREAKING: NVIDIA $NVDA EARNINGS ARE OUT
By: StockMKTNewz | November 16, 2022
• BREAKING: NVIDIA $NVDA EARNINGS ARE OUT
EPS of $0.58 missing expectations of $0.70
Revenue of $5.93 beating expectations of $5.8B
*NVIDIA 3Q ADJ GROSS MARGIN 56.1%, EST. 64.9%
*NVIDIA 3Q GAMING REV. $1.57B, EST. $1.32B
*NVIDIA 3Q DATA CENTER REVENUE $3.83B, EST. $3.79B
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Nvidia - Some interesting puts from this afternoon
By: TrendSpider | November 16, 2022
• $NVDA Some interesting puts from this afternoon
Q3 earnings in 20 min!
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NVDA Backing off, going into Earnings, tonight
Quote AS OF 11/16/2022 3:30PM ET
$159.4234 -$7.2366 (-4.342%)
https://stockcharts.com/h-sc/ui?s=NVDA
Volume
46,007,373
90 Day Avg. Vol.
56,967,356
Open
$161.615
Previous Close 11/15/2022
$166.66
Day Range
Indicator is at 13.29%
Low$158.78
High$163.62
Nvidia earnings consensus Bloomberg estimates:
By: StockMKTNewz | November 16, 2022
• Nvidia $NVDA reports earnings today after the markets close, Here's the consensus Bloomberg estimates:
Q3:
Adjusted EPS - $0.70
Revenue - $5.8B
Forward Guide:
Q4 Revenue - $6.09B
2023 Revenue - $26.95B
Data center Rev - $3.79B
Gaming Rev - $1.32B
Professional Visualization Rev - $349.1M
Automotive Rev $242M
Adjusted gross margin - 64.9%
R&D - $1.9B
Adjusted operating expenses - $1.81B
Adjusted operating income - $1.95B
Free cash flow - $2.63B
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NVIDIA Teams With Microsoft to Build Massive Cloud AI Computer
By: GlobeNewswire | November 16, 2022
• Tens of Thousands of NVIDIA GPUs, NVIDIA Quantum-2 InfiniBand and Full Stack of NVIDIA AI Software Coming to Azure; NVIDIA, Microsoft and Global Enterprises to Use Platform for Rapid, Cost-Effective AI Development and Deployment
SANTA CLARA, Calif., Nov. 16, 2022 (GLOBE NEWSWIRE) -- NVIDIA today announced a multi-year collaboration with Microsoft to build one of the most powerful AI supercomputers in the world, powered by Microsoft Azure’s advanced supercomputing infrastructure combined with NVIDIA GPUs, networking and full stack of AI software to help enterprises train, deploy and scale AI, including large, state-of-the-art models.
Azure’s cloud-based AI supercomputer includes powerful and scalable ND- and NC-series virtual machines optimized for AI distributed training and inference. It is the first public cloud to incorporate NVIDIA’s advanced AI stack, adding tens of thousands of NVIDIA A100 and H100 GPUs, NVIDIA Quantum-2 400Gb/s InfiniBand networking and the NVIDIA AI Enterprise software suite to its platform.
As part of the collaboration, NVIDIA will utilize Azure’s scalable virtual machine instances to research and further accelerate advances in generative AI, a rapidly emerging area of AI in which foundational models like Megatron Turing NLG 530B are the basis for unsupervised, self-learning algorithms to create new text, code, digital images, video or audio.
The companies will also collaborate to optimize Microsoft’s DeepSpeed deep learning optimization software. NVIDIA’s full stack of AI workflows and software development kits, optimized for Azure, will be made available to Azure enterprise customers.
“AI technology advances as well as industry adoption are accelerating. The breakthrough of foundation models has triggered a tidal wave of research, fostered new startups and enabled new enterprise applications,” said Manuvir Das, vice president of enterprise computing at NVIDIA. “Our collaboration with Microsoft will provide researchers and companies with state-of-the-art AI infrastructure and software to capitalize on the transformative power of AI.”
“AI is fueling the next wave of automation across enterprises and industrial computing, enabling organizations to do more with less as they navigate economic uncertainties,” said Scott Guthrie, executive vice president of the Cloud + AI Group at Microsoft. “Our collaboration with NVIDIA unlocks the world’s most scalable supercomputer platform, which delivers state-of-the-art AI capabilities for every enterprise on Microsoft Azure.”
Scalable Peak Performance With NVIDIA Compute and Quantum-2 InfiniBand on Azure
Microsoft Azure’s AI-optimized virtual machine instances are architected with NVIDIA’s most advanced data center GPUs and are the first public cloud instances to incorporate NVIDIA Quantum-2 400Gb/s InfiniBand networking. Customers can deploy thousands of GPUs in a single cluster to train even the most massive large language models, build the most complex recommender systems at scale, and enable generative AI at scale.
The current Azure instances feature NVIDIA Quantum 200Gb/s InfiniBand networking with NVIDIA A100 GPUs. Future ones will be integrated with NVIDIA Quantum-2 400Gb/s InfiniBand networking and NVIDIA H100 GPUs. Combined with Azure’s advanced compute cloud infrastructure, networking and storage, these AI-optimized offerings will provide scalable peak performance for AI training and deep learning inference workloads of any size.
Accelerating AI Development and Deployment
Additionally, the platform will support a broad range of AI applications and services, including Microsoft DeepSpeed and the NVIDIA AI Enterprise software suite.
Microsoft DeepSpeed will leverage the NVIDIA H100 Transformer Engine to accelerate transformer-based models used for large language models, generative AI and writing computer code, among other applications. This technology applies 8-bit floating point precision capabilities to DeepSpeed to dramatically accelerate AI calculations for transformers — at twice the throughput of 16-bit operations.
NVIDIA AI Enterprise — the globally adopted software of the NVIDIA AI platform — is certified and supported on Microsoft Azure instances with NVIDIA A100 GPUs. Support for Azure instances with NVIDIA H100 GPUs will be added in a future software release.
NVIDIA AI Enterprise, which includes the NVIDIA Riva for speech AI and NVIDIA Morpheus cybersecurity application frameworks, streamlines each step of the AI workflow, from data processing and AI model training to simulation and large-scale deployment.
Learn more about NVIDIA’s AI technology on the Azure partner page.
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NVDA Dropping like a rock before this afternoon's Earnings
https://stockcharts.com/h-sc/ui?s=NVDA
Quote
AS OF 11/16/2022 10:19AM ET
$159.65 -$7.005 (-4.203%)
Volume
12,931,822
90 Day Avg. Vol.
56,967,356
Open
$161.615
Previous Close 11/15/2022
$166.66
S&P Semiconductor Index 1-year analogs summary
By: Nautilus Research | November 16, 2022
• S&P Semiconductor Index 1-year analogs summary.
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Semiconductors...
By: Nautilus Research | November 16, 2022
• Semiconductors ???
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Nvidia Earnings Analysis
By: Cheddar Flow | November 15, 2022
Nvidia Earnings Preview
Nvidia has a 1.1% weighting and is ranked #12 in the S&P 500 index. The outcome of Nvidia earnings has the potential to help drive the index higher or lower. Nvidia reports earnings after the close on Wednesday, November 16th. The street is expecting results of 0.71 EPS on $5.8B of revenue. This would imply an earnings contraction of 39% on EPS and 18% in revenue growth YoY.
The negative sentiment built into Nvidia earnings has the impact to cause an increase in share price if better than feared numbers are reported. Currently, since October 17th, Nvidia’s share price is up 40% on the month or $45. Using dark pool data, order flow, technical analysis, and fundamental analysis before an earnings release will give us the most optimal and informed trading strategy to use for the event.
Nvidia Fundamental Analysis
It is notable to mention why the 31 analysts who cover NVDA earnings have all given revisions and slower growth expectations throughout the quarter. In part, this is due to the recent $AMD earnings release which missed on both revenue and EPS on November 1st. The larger reason is due to the U.S. ban on the A100 and H100 semiconductor exports to China. In the recent fall product launch, Nvidia claims it will only impact $400m in sales for its current quarter. They also state they have a workaround for the U.S. export ban, with its A800 chip.
As shown in the chart below, AMD and NVDA are highly correlated stocks. The implied earnings move of AMD was 7.85% and the stock realized a -1.73% the next day, which allowed for a great earnings trade. So, now that the market has had exposure to AMD’s earnings will Nvidia earnings revisions be priced in?
Metrics and Analysis for Nvidia Earnings
The options market is implying a 7.85% move post-earnings announcement. The average realized move is 4.96% and the maximum realized move was 18.76%. Currently, there is a 2.89% higher earnings implied move than the average realized move. This means that there is a 37% theoretical edge by selling volatility through the event.
As shown in the straddle performance in the chart below, on average, buying a straddle before the announcement and selling the day after would have lost -199% of your initial investment over the last 4 years of earnings. That also means that selling a straddle before earnings would have made you 199% on average if you did so in every earnings announcement over the last 4 years.
Earnings Trade Strategy For Nvidia
Depending on your risk tolerance and the expected outcome of the trade, there are a couple of methods you can use here. The first would be an Iron Condor which is a risk-defined, directionally neutral strategy. The goal is to collect a premium upon entering the trade while believing that Nvidia will not move past the 7.85% implied move.
The other strategy to use would be a calendar spread which is also a risk-defined, directionally neutral strategy. The trade is entered with a net debit but carries a higher payout than the iron condor strategy. We will analyze each method below. As always, options are risky and you can lose 100% of your initial investment.
Nvidia Earnings Backtested
The data and charts presented are from the last 4 years of Nvidia earnings results. As you can see in the “moves” chart, which shows the earnings implied move over the last 4 years, we are at the higher end of the implied moves.
Also in the same picture, you can see that straddles consistently lose money. More notably, Nvidia is reporting Q3 earnings, in which the highest ever realized move during Q3 earnings results was 7.25%. Already the options market is overpricing Nvidia’s implied move...
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Stayin' in all shares, all calls sold, curious about retail numbers as well, rsi at 70 now, ANT
NVIDIA H100 and Quantum-2 Systems Announced Worldwide
By: GlobeNewswire | November 14, 2022
• NVIDIA Accelerates Scientific Discovery on Microsoft Azure Cloud and 50+ Partner Systems; Releases Major cuQuantum, CUDA and BlueField DOCA Acceleration Library Updates; Expands Omniverse Ecosystem Into Scientific Computing
DALLAS, Nov. 14, 2022 (GLOBE NEWSWIRE) -- SC22 -- NVIDIA today announced broad adoption of its next-generation H100 Tensor Core GPUs and Quantum-2 InfiniBand, including new offerings on Microsoft Azure cloud and 50+ new partner systems for accelerating scientific discovery.
NVIDIA partners described the new offerings at SC22, where the company released major updates to its cuQuantum, CUDA® and BlueField® DOCA™ acceleration libraries, and announced support for its Omniverse™ simulation platform on NVIDIA A100- and H100-powered systems.
H100, Quantum-2 and the library updates are all part of NVIDIA’s HPC platform — a full technology stack with CPUs, GPUs, DPUs, systems, networking and a broad range of AI and HPC software — that provides researchers the ability to efficiently accelerate their work on powerful systems, on premises or in the cloud.
“AI is reinventing the scientific method. Learning from data, AI can predict impossibly complex workings of nature, from the behavior of plasma particles in a nuclear fusion reactor to human impact on regional climate decades in the future,” said Jensen Huang, founder and CEO of NVIDIA. “By providing a universal scientific computing platform that accelerates both principled numerical and AI methods, we’re giving scientists an instrument to make discoveries that will benefit humankind.”
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Nvidia Earnings This Week to Test 40% Share Jump
By: Investing.com | November 13, 2022
• Nvidia’s stock has staged a powerful rebound over the past month on hopes that the worst is over for chipmakers
• NVDA stock is also benefiting from the company’s release of two AI-powered gaming chips
• Despite some bullish comments from some analysts, I recommend playing this trade with caution due to earnings vulnerability
A string of warnings on semiconductor demand from some of the industry’s biggest players, like Micron Technology Inc (NASDAQ:MU). and Samsung Electronics (OTC:SSNLF), doesn’t make a compelling case to buy chip stocks.
In fact, analysts are slashing earnings forecasts for these tech darlings at the fastest pace since 2008 amid the increasing risk of a recession and a clear sign that demand from these chips is falling fast.
Investors may see further evidence of this trend when Nvidia (NASDAQ:NVDA) reports its third-quarter earnings on Wednesday after the market close. Given the industry trend, I expect it will be another weak report from the chipmaker.
Intel Corp (NASDAQ:INTC) and other companies that depend on PC sales have reported sharp declines in demand for their products, and it is highly unlikely that NVDA will escape this weakness.
Nvidia’s graphics chips are a staple of high-end PCs and are used to produce a realistic gaming experience. Most of the major gaming companies have reported falling sales or weaker outlooks this year.
NVDA Price Performance per InvestingPro+
Source: InvestingPro+
Drastic Cut in EPS Forecast
Another hit that Nvidia is likely to sustain is from the plunging demand for its add-in cards, which are a key part of systems used by currency miners. With the crypto industry in a crisis mode, this stream of revenue makes the company’s earnings more vulnerable.
Due to these vulnerabilities, analysts have drastically reduced forecasts for Nvidia's earnings per share. According to InvestingPro+ data, the company has reduced this quarter's expectations by 41.7% for EPS - from $1.21 per share to $0.71 per share - over the last 12 months.
NVDA Earnings Expectations per InvestingPro+
Source: InvestingPro+
Despite this tough operating environment, when costs are rising across the board and demand is falling, NVDA’s stock has staged a powerful rebound over the past month. It’s up more than 40%, cutting its losses for the year. The stock closed on Friday at $163.27, showing a 44% decline for 2022.
That upside momentum is partly a reflection of the improving sentiment in the market. Signs are emerging that the U.S. Federal Reserve interest-rate hikes, which have badly damaged the appeal of investing in such growth stocks as Nvidia, are near peaking.
Another reason some analysts favor NVDA again is the company’s recent introduction of new gaming products, which they say will fuel strong demand from gamers, overcoming overall weakness in the PC sector.
Nvidia in September unveiled new flagship gaming chips that use artificial intelligence to enhance graphics. Its data-center business, which sells chips used in AI, has also boomed in recent years.
JPMorgan in a recent note said Nvidia’s new gaming products were set to be strong demand catalysts into 2023. The note adds:
“NVIDIA is well-positioned to continue to benefit from major secular trends in AI, high-performance computing, gaming, and autonomous vehicles, in our view.
“Bottom line: NVIDIA continues to be 1-2 steps ahead of its competitors from silicon/systems, software, and ecosystem adoption.”
Despite these bullish sentiments from some top industry analysts, I still recommend playing this trade with caution.
Recessionary cycles are particularly harsh on chipmakers, and it’s hard to predict when they will end. Furthermore, these producers tend to quickly build up inventories during such periods and then they take years to clear them out, thus further pressuring their earnings.
The global PC market saw its steepest decline on record in the third quarter, according to Gartner, as economic uncertainty and a glut of unsold inventory dented shipments for the fourth straight quarter.
Beyond the cyclical downturn, the U.S.-China political rivalry is making things more unpredictable for chipmakers. Washington has recently unveiled new restrictions on sales to Chinese tech companies that could hurt companies like Nvidia.
Bottom Line
There is no doubt that Nvidia is one of the best-positioned chip companies to capture demand from high-growth areas of the market, like gaming and AI, due to its strong product portfolio. But the environment for chipmakers is likely to get worse before it gets better, in my view. NVDA’s earnings report will likely prove that point.
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NVIDIA Corp. (NVDA) All eyes one this one this week
By: Options Mike | November 13, 2022
• $NVDA All eyes one thsi one this week. Earnings... $AMAT Too...
lets see what they have to say after a nice run back up.
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NVIDIA (NVDA) to Release Earnings on Wednesday
By: MarketBeat | November 9, 2022
• NVIDIA (NASDAQ:NVDA - Get Rating) will post its quarterly earnings results after the market closes on Wednesday, November 16th. Analysts expect NVIDIA to post earnings of $0.73 per share for the quarter. Individual that wish to register for the company's earnings conference call can do so using this link...
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NVDA Coming into an area of potential resistance just in time for next week's earnings report!
By: TrendSpider | November 12, 2022
• $NVDA Coming into an area of potential resistance just in time for next week's earnings report!
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AMD VS NVIDIA - Gaming Pays Off
By: Barchart | November 11, 2022
NVIDIA (NASDAQ: NVDA) has long been a respected name in the gaming community. Known for its high-performance graphics cards or GPUs, the company has been a staple provider for PC-based gaming communities for years. Advanced Micro Devices Inc (NASDAQ: AMD), commonly referred to as AMD, has been around much longer than NVIDIA, but up until 2006 they were focused solely on processors. In the battle of AMD vs NVIDIA, the former is a much older name, but the latter has made a lasting impression.
AMD's acquisition of ATI Technologies Inc. in 2006 was a game changer for the company, allowing them to add the ability to manufacture high-powered GPUs and compete with NVIDIA. This reduced NVIDIA's stranglehold on the GPU market and gave gamers another option when building high-powered home computers.
Crypto Boom Proves Profitable
The Bitcoin and Ethereum rush also proved profitable for both parties in the AMD vs NVIDIA war, as their high powered GPUs were heavily sought after. The crypto-mining community was purchasing these products as fast as the two manufacturers could turn them out. This led to a major shortage of graphics cards, which in turn, sent prices to upwards of three times their listed MSRP. This increase in demand created a gold rush for two companies to see who could grab the biggest share of the market with each new product release.
This shortage peaked in the fall of last year, sending both companies' stock prices to all-time high water marks. AMD hit their high water mark of $155.41per share on November 15, 2021. Likewise, NVIDIA hit $333.36 per share on November 29, 2021, also marking a high point for the stock. Obviously, investors in both companies were giddy with the hope of what the future would bring.
However, a year later, we see the market has stabilized, and the shortage of graphics cards seems to have been relieved. This is due both to increased production from the two major players in the industry, as well as less demand for crypto mining machines. While gamers are relieved that GPUs are no longer being sold for 3 times their list price on eBay, investors are left holding bags that are much less full than they were a year ago.
As of the time of writing, NVIDIA stock is trading at just $138.46 per share. That is a far cry from $333 per share...in fact, it is just 42% of what it was worth a year ago. A 60% drop in value is hard for any investor to swallow. AMD is currently trading at $61.19, which is just 39% of its former value. Both teams in the AMD vs NVIDIA conflict suffered losses from their high water marks.
Taking the Long View
If we only consider the last 12 months of performance while comparing AMD vs NVIDIA, the current price leaves much to be desired when looking at what they were valued at last fall. However, we all know the stock market is best played as a long-term gain. So to get an idea of actual performance, we must look at more than just the most recent 12 months.
NVIDIA is a much younger company than AMD, having gone public in January of 1999. Its initial share price at the IPO was $12 per share. Since that time, NVIDIA stock has split 4 times, with 3 of those splits being a 2 for 1 deal and one of them being a 3 for one, according to The Motley Fool. This means that one share of stock purchased at the IPO would be the equivalent of 54 shares today. To put this into perspective, if you bought 10 shares at the IPO, it would have cost you $120. Those ten shares are now equal to owning 540 shares at the current price of $138.46. That initial $120 investment would be worth a whopping $74,768.40 today.
AMD, on the other hand, has been around in the publicly traded arena since 1972. A mere $1,000 investment would have netted you 66 shares of AMD at the IPO. Since that time, their stock has split six different times over the years. This would leave you holding 1,782 shares today. Those shares would be worth $109,040.58.
If we look at AMD vs NVIDIA in terms of who they provide products to, we are given some valuable information. We have seen just how much the blue-collar community can affect the stock market in recent years. The infamous GameStop Corp (NYSE: GME) debacle of 2021 showed the world that the average Joes could come together to heavily affect the prices of stocks they favored. When a group of investors from a forum on Reddit decided to force a change in price for GameStop, they began manipulating large numbers of shares. This drove the price up, turning some of them into millionaires almost overnight. However, this move also falsely inflated the company's value.
For the two major manufacturers of high-powered gaming machine components, the effect of the average Joe is felt every single day. Gamers of all walks of life purchase the products made by these two companies on a regular basis. So, how does this help determine where to place money when investing in the two companies? Is there sufficient evidence to support investing in them after the crypto boom has slowed down? Are either of the two giants in danger of going belly up in the near future? These are the questions every investor must ask themselves before placing their money on the roulette wheel the stock market has become over the last two decades.
The Race Into the Future
Advanced Micro Devices Inc struck a deal in 2019 with tech giant Google (NASDAQ: GOOG). The deal set AMD up to provide GPUs for Google's new Stadia game streaming service. The service claimed to allow gamers with very moderately built PCs to be able to play extremely demanding games by live streaming the graphics in a pre-processed form. This meant the average desktop computer could now play very graphic-intensive games that normally would not be possible. This seemed like a huge move toward the future for both Google and AMD; however, The Verge reports that in January 2023, Google will be shutting Stadia down. What was thought to be the future of gaming now appears to be on its way to becoming a distant memory. Does that spell a major market share loss for AMD?
While this means AMD loses the share of the market that Google would have been purchasing to support the Stadia servers, it does not spell doom for the company. AMD's biggest share of the market lies in the GPUs it sells to consumers. AMD products usually come in at a lower price point than NVIDIA but tend to offer similar performance and, in many cases, exceed the competition's abilities. This makes them very desirable to budget-conscious PC builders.
Earlier this month, AMD revealed its newest line of GPUs in the RX7900 series. The company claims it is the most advanced line of GPUs on the market. Coming in at a price point of $899 for the RX7900 XT and $999 for the RX 7900 XTX, PC Gamer says the $100 price point difference definitely makes the more powerful card the one to buy. These two cards offer gamers the ability to play any game on the market now and seem to be future-proofed for several years as well. This means that AMD will hold a large share of the market in the coming months.
NVIDIA is not one to be caught off guard by AMD, and they will be launching their 40 series GPUs later this month. Both the 4080 and the 4090 offer huge performance boost above the current 30 series that make up their top-of-the-line cards. The 40 series offer substantially less VRAM memory than the AMD counterparts, but they also have a higher clock speed, which makes them desirable for games that need a super fast GPU. Dexerto reports that the 4090 will match AMD's RX7900 XTX in VRAM, with a whopping 24GB, while the other models in the series will offer less than their AMD competitors. The top-of-the-line RTX4090 will retail at $1,499, a full $500 above its AMD equivalent.
This inequality in pricing shows that AMD vs NVIDIA is not only a battle for market share but also to produce the best product at the lowest price. Many gamers are diehard NVIDIA users. They will not use hardware manufactured by AMD, largely due to issues AMD had with its initial partnership with ATI in the early 2000s. Many of the early models they released were underperformers at best. However, AMD has stepped its game up over the last decade and proven to be a worthy competitor.
NVIDIA will retain a huge market portion simply due to owner loyalty. However, as the economy is not at its strongest and many people are looking for money-saving options without giving up their comfortable lifestyle, many gamers will turn to AMD to get performance gains at a lower price point.
Both Companies a Solid Investment
Gaming is here to stay, and PC gaming is growing by leaps and bounds. The number of people live streaming games from their PC is growing every day, and the need for GPUs is increasing. Both companies are an investment that will continue to pay off. Yes, the crypto boom is over, and the fast profits from that are done.
However, there is still plenty of profit to be made in the daily sales of GPUs, which both of these companies manufacture on a daily basis. While we see the stock at a much lower price point than it was this time last year, both companies have proven they will continue to be around for years to come.
Each new product release is met with high demand, and pre-orders for them are at an all-time high. It is safe to assume that both companies will continue to meet strong consumer demand and bring investors nice profits in the coming months and years.
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Nvidia $1.0 Million Call • Strike: 165 • Expiration: 1/20/23
By: Cheddar Flow | November 11, 2022
• $NVDA $1.0M OTM Call
Strike: 165
Expiration: 1/20/23
*Above the Ask*
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157,42~~ glorious day for the leader, goodnight from the Old Continent, ANT
Awesome remonte towards 149 already, banked 50k+ on options so far, but numbers gettin' close and the wedge on the chart looks toppy to me, shares only longterm now, ANT
Cathie Wood & Ark Invest's Sells 323,457 Shares of Nvidia (NVDA)
By: Ark Invest Daily | November 9, 2022
• Cathie Wood and Ark Invest's trade activity from today 11/9.
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TAIWAN PREPARES TO BE INVADED
If China wants to do something drastic, President Tsai Ing-wen told me, “Xi has to weigh the costs. He has to think twice.”
https://www.theatlantic.com/magazine/archive/2022/12/china-takeover-taiwan-xi-tsai-ing-wen/671895 $NVDA
numbers nxt week, focus will be on the outlook. Yesterdays introduction of the China chip can only be a positive contribution. Sold some 120 calls yesterday, and will keep all shares towards earnings, remember we have a leader here, seekin' solutions when external factors are against them, and always think ahead of things, like creatin' their own chipdesign division ahead of the Arm deal outcome, fyi and imosho ANT
$NVDA & $TSLA Back2Back $Million+ Puts
By: Cheddar Flow | November 8, 2022
• $TSLA & $NVDA Back2Back Million+ Puts
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http://www.nvidia.com
http://finance.yahoo.com/q/ks?s=NVDA
NVIDIA Corporation provides visual computing technologies designed to generate interactive graphics on consumer and professional computing devices
in the United States and internationally. It operates in four segments: Graphic Processing Unit (GPU), Media and Communications Processor (MCP),
Professional Solutions Business (PSB), and Consumer Products Business (CPB).
The GPU segment comprises products that support desktop and notebook personal computers, and plus memory products.
The MCP segment consists of NVIDIA nForce core logic and motherboard GPU products.
The PSB segment offers professional workstation products and other professional graphics products, including high-performance computing products.
The CPB segment provides mobile brands and products that support handheld personal media players, personal digital assistants, cellular phones,
and other handheld devices. This segment also licenses video game consoles and other digital consumer electronics devices.
The company markets its products to original equipment manufacturers, original design manufacturers, add-in-card manufacturers, system builders,
and consumer electronics companies. NVIDIA was founded in 1993 and is headquartered in Santa Clara, California.
<img data-cke-saved-src="http://stockcharts.com/c-sc/sc?s=nvda&p=D&yr=0&mn=4&dy=0&i=p31506003373&a=81927329&r=373"; src="http://stockcharts.com/c-sc/sc?s=nvda&p=D&yr=0&mn=4&dy=0&i=p31506003373&a=81927329&r=373"; >"="" alt="">
PER IHUB MGMT 02-07-2021 DISCLAIMER; JUST TO MAKE SOME THINGS CLEAR I AM NOT AH FINANCIAL ADVISIOR & NOT AH BROKER. I AM JUST AH REGULAR GENT DAT LIKES TO CHAT CHATTER ON MANY COMPANIES. SOME I OWN AH LOT I DON'T. SO NOT RESPONSIBLE ANYTHING I DISCRIBE. DA MICK. |
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