NVIDIA Corp (NVDA)

[DonkeyKong33]

This is getting really frustrating This selloff is getting realy ridiculous. Such a severe selloff in such a good company. Just shocking. with 65% of the company in cash the ratio across the board. Historically I doubled my money and sold at Feb, then I started placing small bets at the low 16's a few weeks ago and managed to break even... I think this is oversold and due for a pop.... So I started POS at 14.97 today will add more on dips...

All the negatives have been priced into the stock & some nice potential upside to come..

The positives in the pipeline for the coming months:

- The rumored amazon tablet "Canaccord Genuity’s chip analyst Bobby Burleson writes that Amazon.com’s (AMZN) rumored 10-inch tablet computer is undergoing “a strong build” of over 1.5 million units this quarter, with perhaps 4.5 million to 5 million units of the device planned for all of 201"

- Their expansion tegra 2, tegra 3 chips which are for mobile devices such as ARMH android smartphones, personal digital assistants, and mobile Internet devices. The Tegra integrates the ARM architecture processor CPU, GPU, northbridge, southbridge, and memory controller onto a single package. The series emphasizes low power consumption and high performance for playing audio and video.

http://stockcharts.com/h-sc/ui?s=nvda



Earlier today competitor, AMD got downgraded gaining NVDA greater market share

http://www.marketwatch.com/story/jmp-cuts-amd-says-role-becoming-ir...
When a stock declines to this day as much as AMD does compared to the overall S & P for consecutive years, it indicates an overall poor guidance by the company. Two key distinctions in valuating the stock between NVDA & AMD is by their current balance sheets where AMD is indebt 2.66 billion and NVDA has a surplus of 6 billion..

Additionally AMD has done the big mistake of focusing mainly on the declinning personal computer market excluding the emerging tech trends like smartphones & tablets that are likely to dominate the future tech market, something that AMD has publicly stated won't be on board until 2013-2014 giving all their competitors a huge head start. Talk about the tortoise vs the hare in an industry where the hare is rigged to win. This is the reason I choose NVDA over AMD.