NVDA 全部观点

Nvidia. Let's look To Nvidia. I think that Nvidia is a great stock on The long term.

You can Seeing how Nvidia She has provocative behavior This is interesting. I have The stock rose wildly from April or the end of March, Reaching a tremendous rise To more than $230 For the stock by May. then, The stock experienced a decline. Primarily acute. So, this was a reaction exaggerated. upward momentum Very large, followed by a decline .

For this reason, the first stock I want to add to the list is Nvidia. Now, Nvidia is almost at its all-time high of around $231.63. It saw a good rise before it fell back down.

As for me, Nvidia, as I mentioned, we'll take a quick look at the rating, to show why I think it's very cheap. That's right, we now see Nvidia with a forward price-to-earnings ratio approaching 19. That's crazy.

In particular, especially since they stated in their latest earnings report that they expect 70% growth next year due to supply constraints. If they didn't have supply constraints, their customers would have expected growth to double next year. Therefore, there is a huge opportunity and a massive appetite that the entire AI world cannot satisfy due to certain bottlenecks in the supply chain.

It is the manufacturing partner for companies such as Nvidia and AMD.

Last but not least, Nvidia, which estimated its fair value at $339. The current market price is $219, so I have calculated an increase of approximately 55% for Nvidia stock over the next 12 to 18 months.

Moving on to Nvidia, it started the week at $216 and saw a jump. In fact, it could reach an all-time high or return to its 52-week high near 236, ending the week up 6% at $230.

Welcome, it's time to turn our attention to Nvidia after its announcement of the acquisition of "Hugging Face" yesterday. Nvidia is paying nearly $13 billion for " Hugging Face". It is its second largest acquisition ever.

What does Nvidia see here that makes "Hugging Face" worth this kind of price premium? Local models are just another way for Nvidia to provide those chips, the amazing chips we talked about that support the American economy.

it's built for any weather is what you said compared to the likes of something like Nvidia. Um you said it is higher risk. Why is Nvidia maybe higher risk, higher reward, you wrote.

And aren't they doing all of these discrete activities to build a GPU for Nvidia all in different places? All at different times.

So, with all these changes and disruption, what I'm trying to get at here is you've got all these players, you got the Microns, the Nvidias, and the TSMCs, and the ASMLs, etc.

What happens if like last week we spoke about your best risk reward which is Nvidia. What happens if they get disrupted? Yeah, I think So one of the lessons that I've learned from watching how Nvidia has like what it is that Nvidia is accomplishing right now.

Let's focus on what matters a lot right now, and that to me is Nvidia's behavior above 227, baby. I mean, if Nvidia can hold this into the open here, that's uh that's going to be great for hardware.

So far the Q's in Nvidia are holding. Nvidia is a big test and Nvidia's Nvidia is doing fine. But, uh, Nvidia is doing great. Nvidia just broke out at 227.

It is fundamentally dirt cheap. This is a dirt cheap company as long as the AI boom keeps going. And, uh, there's really no sign of it stopping yet.

Nvidia's stock is rising today. Nvidia is currently operating at full capacity. It's probably the best company in the world. And if it isn't, it's undoubtedly one of the best . You know, when we look at Nvidia, we like to evaluate it by comparing it to the competitors, because Nvidia has made a huge lead in the artificial intelligence race compared to the rest. She took everyone completely by surprise. This wave that occurred, they exploited it perfectly. They were in an excellent position and executed their strategy very well.

Your second choice, Tim, is Nvidia. It achieved record profits. It has finally broken its multi- quarterly trend of decline following the announcement of results. We have maintained this momentum. We have risen by about 10% over the past month. What is your view of Nvidia at the moment?

Nvidia confirmed Thursday morning it's acquiring HuggyFace, the New York-based platform that's become the default home for open-source AI development, and they're purchasing it for roughly $13 billion.

That's Nvidia's second largest acquisition ever, behind only the 20 billion purchase of chipmaker Gro's assets in December of 2025. And it dwarfs the seven billion dollar Melanax deal that first got Nvidia into networking back way back in 2019.

So the translation is this is Nvidia positioning itself as a champion of open models against two fronts at once. Closed proprietary labs like OpenAI and Anthropic and increasingly competitive openweight Chinese models that are cheaper to run and in some benchmarks closing that performance gap.

Well, I've had the opportunity to digest Nvidia's recent results, press release, conference call with Wall Street analysts, income statement, cash flow statement, balance sheet , etc. I have updated the company's discounted cash flow assessment and revised my rating of it .

Remember, prior to this quarterly investor update, I upgraded Nvidia stock to my top buy. So I was very pleased to see the share price jump by about 10% after the company announced these results.

I wish I understood it better four years ago would be so powerful, right, that all the machinery that goes into it, not just about Nvidia, the machinery, the products, the pieces that go into everything, whether it be memory, right, whether it be uh data centers, that that would be the trade. It would be so much bigger than Nvidia. And of course, if all those things are doing well, then the backbone of all that are chips and semiconductors.

obviously the the big dog in the AI space is Nvidia and you and I haven't talked since Nvidia reported earnings last week, last Wednesday. I mean a blowout report on all cylinders was a great report um from Nvidia.

Nvidia has just changed the AI market with its recent acquisition of the "Hugging Face" platform. There are also other updates announced by Nvidia that I think every AI investor should know about.

Next up, guys, is the biggest stock of them all, Nvidia. Now, folks, you should pay attention when Nvidia's stock approaches its previous all-time highs. And most importantly, we should pay attention to Nvidia when it recently breaks through a downtrend line. I remind you again, the breakout, the retest, and the bounce, which pushes the price above the previous pivotal peak. So, we found some sellers, and then over the past three days, Nvidia's stock gained more than 6%, pushing the price back into this upper range .

and just this past week OpenAI announced their new AI chip, Halapenio, which is actually better than Nvidia chips on some metrics.

and it's probably flowed into my investments in Microsoft, Google, and then Nvidia.

And this next year outlook is similar to how Nvidia gave their next year outlook in their latest earnings report. And they did it based on the supply they have secured. And Jensen said the exact same thing on the Nvidia earnings call.