Replies to post #15774 on NVIDIA Corp (NVDA)

[uksausage]

were you watching the same keynote as me?
I heard lots of timing relavant to the consumer products (it is CS after all). He mentioned TAM for a number of the new markets they are entering, but that is just it these are new markets - who can put a TAM on them when the capability to address them is only just being delivered.

What I heard was:

The hardware is here now and in full production (44 factories, 200+ SKUs etc etc - lots of numbers)
Adding AI to graphics capabilities has made some really crazy video capabilities - only compute one pixel and 8 others generated by AI
For the Business world the AI software has evolved and is scalable. He talked through muti-dimension scaling but key to me was the micro capability and the NIM models. You can put AI off the internet into devices and have agents work for you - exactly what Soundhound is delivering already now w know it is using Nvidia’s own architecture.

There was no need to talk about next generation hardware, I can see their software business exploding after this, and their consulting services - well how many people really understand how to build solutions around that architecture?

I expect the market will show that Nvidia is starting another nice steady rise may be accelerated when the final Q4 numbers are released

[Jetmek_03052]

$140's? Just a few days ago, you said you were expecting a slide back into the $120's, correct? In fact. didn't you say this:

If Jensen gives his typical forward looking hype without numbers/timing, I think the we'll see the 90's in March/April time frame. He needs to take a lesson from Broadcom 's CEO but doubtful. I'm sure he's got a lot on his mind now setting up trust and tax avoidance.

You pretty much said last night that Jensen (what you viewed as) performed his usual speech, with no numbers. Yet today? The stock price is rising.

Now you think that the new standard NVDA has to maintain is $140?

Let's see if the stock holds above 140 over the next 8 tradings days.

I have no idea if NVDA will maintain above $140. It is a volatile stock and may very well dip - even back to the split price. No one knows. Let's see what actually happens.

By the way? At around 10:50 PM last night, you posted that "The AH SP of the stock since his presentation has been dropping." How did you determine that? I thought that the after-hours trading stopped at 8PM....and premarket trading starts at 4AM, correct? Was it the overseas market you were referring to? At the time of your post, there wasn't any trading of NVDA going on in the US markets, was there? The CES keynote speech by Jensen didn't even start until 9:30 Eastern time, correct?

At any rate, the ACTUAL premarket trading of NVDA has resulted in exactly the opposite of your prediction. I believe I see it rising. Not to say that at some point, it MIGHT go down. As I've said before - anything is possible.