NVIDIA Corporation (NVDA) 銘柄情報

Another company which has been listed in the past is gaining traction and investment.
https://finance.yahoo.com/news/saudi-arabia-just-poured-1-190048311.html
Here is their website:
https://groq.com/
Currently Nvidia has an 80% market share in AI but that will diminish over the next 2=3 years as more competitors come on board and especially in 5-7 years when quantum comes on strong. I see this as Nvidia's last big year.

super micro computer says it's all go . so we assume no heating issues. also, nvidia has a recent patent for rack cooling.

No I'm not worried about it I was just wondering what you thought about it, do I think there is something on over heating. Probably something but at this point there is a correction. I don't think we will hear anything about it at earnings 

The HEAT is ON NVDA....Got to luv it.......
The DEEKSEEK BS could not SINK NVDA
Let see what else TRADERS will come up with next

“May be making the change to address heating issues”.
“We believe this decision was made as Nvidia needed to prioritize its resources to ensure a smooth generational transition to a system that we have heard has been struggling with overheating issues,"

May be….. We believe. Just suppositions, nothing more. Has to be the users fault that they don’t want to use our product

No. This is just yet another secondhand rumor that there is one. I got the story alert from ML and posted it. I thought it was interesting.

We only have another couple of weeks to see the Blackwell sales. Let's see what it brings.

Why? Are you worried about it?

$NVDA Feed Just Got Super Bullish
By: Cheddar Flow | February 10, 2025

• $NVDA Feed Just Got Super Bullish.



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So Jet by posting this article are you acknowledging there is a heating issue?

Why Marc Chaikin keeps on and on those negative ads against Nvidia?

Stocks are for trading and the scene will change as usual. But, he keeps on repeating the same stuff!

I've had it enough!

how to use quantum/ai supercomputer........manage a tokamak reactor to make plasma from mining substrates and then use electrolysis to separate the desired metals sequentially, including gold, silver, al, iron for steel, copper, etc? if the alcoa elysis process/electrode ip is used, it's patented and uses no carbon and produces o2 instead of co2. the reason this would work where previous trials failed is electromagnetic plasma confinement developed for fusion reactor work, wags.
ever see gold rush and parker's trail? if this could be done within a money making margins and better, no more taxes need to be collected. it'd be like the citizens of the state of alaska enjoy? and then some. but you could live in az/nv/fld/ca/txs/or wherever you desired.

liberal media's are all complaining about the potential inflation usa will experience, but no one is mentioning the potential gain from developing the ip which can be used to make purer aluminum/iron/steel/etc. metamaterils and quantum effects and advancement from the integration of classical and quantum physics.

but what about the 2-21 s runiing even and sometimes ahead of 2 14

Investment Alert
News Story for NVIDIA Corp
Semtech Stock Sinks After Nvidia Configuration Change
Dow Jones Newswires February 10, 2025 01:55:00 PM ET


Shares of Semtech are on track for their worst day in decades after a change at Nvidia that prompted the company to reduce its guidance.

The stock dropped 31% to $37.67 in the morning trading session, putting it on pace for its biggest single-day decrease since 1986.

The chipmaker said after the bell on Friday that it expects sales of its CopperEdge products, used in active copper cables, to be lower than the $50 million floor it previously targeted for fiscal 2026 based on feedback from a major customer.

Benchmark analyst Cody Acree said that customer is Nvidia, which is likely pulling back support for a server rack configuration that used Semtech's cable products. Nvidia is coming out with a new processing unit and may be making the change to address heating issues, he said.

"We believe this decision was made as Nvidia needed to prioritize its resources to ensure a smooth generational transition to a system that we have heard has been struggling with overheating issues," Acree said in a research note.

While this reduces the total addressable market for Semtech's active copper cable-based designs, Nvidia is still ramping its current GPU with servers that use the active copper cables, he said. And Meta Platforms continues to use the configuration that requires the cables, the analyst said. He maintains a buy rating on the stock.

"While today's announcement is disappointing, we don't believe it is as devastating to the company's business as initially indicated in the soft after-market trading," Acree said on Friday.

93% dominance in the cloud. REMARKABLE!!!

I believe this earnings is going to be different than past. They will beat and next quarter guidance will be higher than street. Fiscal '25 is already in the bag I think Jensen will lay the groundwork for Fiscal '26 as still robust spending on AI infrastructure. Deepseek did longs a favor now were setup for price share growth. IMO

NVDA
The practical implications are that if you want to host a basic website for instance, you can sign up for a Cloudflare (NET) account, pay for the domain registration fees, and then connect to your Github repository. This repository would host all your website files, served at blazingly fast speeds, with no database request overhead or security risks that come from managing your own hardware. This approach, in addition to being more secure and more cost-effective to traditional web hosting for some applications, is also highly scalable as users pay for their usage.

As DeepSeek has shown, the cost of running AI models can be reduced dramatically, as more companies can now experiment with and deploy AI models without being held back by prohibitive capital outlays. Nvidia's DGX cloud dovetails with this emergence by further abstracting away the hardware complexities.

Although Nvidia has an established dominance in hardware, it also has an overwhelming presence in the cloud. 93% of GPU-accelerated instances are powered by Nvidia hardware. The main cause for Nvidia's dominance in this area is that cloud service providers such as Microsoft (MSFT) Azure and Google Cloud (GOOG) offer Nvidia-powered instances.

$NVDA $1+ Million Super Aggressive Call Prints...
By: Cheddar Flow | February 10, 2025

• $NVDA $1M+ Super Aggressive Call Prints (Highly Unusual)

These expire at the end of the week and were executed above the ask.



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strange on calls 2-14 1.40 and 2 21 1.45 trading at the same price

The Daily is looking good based on MACD and Histogram.
The Weekly attempting to level and looks like preparing for an upturn.
Share price still in Breakout mode. We shall see. GLTA

Looking at the 10 day hourly chart shows that buying pushed the price and OBV higher.

Not bad for a MULTI TRILLION DOLLAR MC......

I guess the DEEPSEEK PANIC has faded.
NOW back to REALITY.....
What PPS will NVDA be by EOY?
More OR Less then $134.00?
I say MORE......

Looks like Microsoft is cutting a part of their future dependence on Nvidia.
https://finance.yahoo.com/news/openai-joins-forces-tsmc-build-160558025.html

Benchmark Adjusts Price Target on NVIDIA to $195 From $190, Maintains Buy Rating
09:55:26 AM ET, 02/10/2025 - MT Newswires
09:55 AM EST, 02/10/2025 (MT Newswires) -- NVIDIA (NVDA) has an average rating of buy and mean price target of $174.75, according to analysts polled by FactSet.

(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)

Price: 134.03, Change: +4.19, Percent Change: +3.22

$NVDA Book Value Per Share (mrq) $1.74

Irrelevant. That debt can easily be paid off by NVDA. They are likely to exceed $30B in revs in the 4th quarter alone!

NVDA's cash position alone could pay most of that debt off tomorrow.

You'll have to do much better to trash NVDA.

$NVDA Total Debt (mrq) $10.01B

The last time Peter DiCarlo started talking about a drop in NVDA due to the "BX" indicator was last late November.

The drop he predicted then never did materialize. Yes, the stock is some $10 lower now, than it was at the time of his November prediction. But it only dropped to that level after the DeepSeek crappola happened in January. Until then, the stock was actually a bit up and reached it's all-time highs during that period.

I don't think DiCarlo's ramblings about the "BX" indicator are worth much.

And I do think that the NVDA stock price movement will be choppy from here, on out to the earnings release on the 26th.

$NVDA’s monthly BX is red, signaling a potential pullback before another run...
By: Peter DiCarlo | February 9, 2025

• $NVDA Update – Hope I’m Wrong… But

$NVDA’s monthly BX is red, signaling a potential pullback before another run.

Not shorting this, but there’s a clear lack of monthly buying pressure.

If this setup plays out, price could pull back to monthly market bias (~$100).

For now, I’ll keep watching the weekly chart over the next few months before deciding when to time a long position.

Let’s see how this plays out.



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NVDU is a cool way to bull leverage (2x) NVDA.

Why Bank of America Says Nvidia Stock Could Skyrocket Soon

https://mivalle.net.ar/uncategorized-en/why-bank-of-america-says-nvidia-stock-could-skyrocket-soon/83364/

Bank of America strongly recommends buying Nvidia ahead of its earnings report due to its strong position in the AI market.

Nvidia holds over 80% of the AI GPU market, making it a key player in the tech industry.

The stock price target for Nvidia has been raised from $165 to $190, indicating a potential 39% increase.

Nvidia’s earnings per share are projected to quintuple by 2027, showcasing substantial growth potential.

Analysts expect Nvidia to report around $30 billion in revenue for the upcoming quarter due to high demand for AI solutions.

The overall investor consensus is highly optimistic, with no sell recommendations for Nvidia.

$NVDA - Bear market averted, at least for now. After undercutting the 50 week MA, it closed the week with a bullish engulfing candle...
By: CyclesFan | February 9, 2025

• $NVDA - Bear market averted, at least for now. After undercutting the 50 week MA, it closed the week with a bullish engulfing candle. This was probably an intermediate term low, but will it be like March 2020, March 2021 or March 2022? We'll find out in the next few months.



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Prediction: Nvidia Stock Is Going to Soar After Feb. 26
By Harsh Chauhan – Feb 5, 2025 at 7:43AM
Key Points

Nvidia stock has started 2025 badly, but it may be able to regain its mojo later this month.
The chipmaker's earnings report is due on Feb. 26, and recent developments in the AI infrastructure space suggest that it could overcome the negativity that has been surrounding it of late.
10 stocks we like better than Nvidia
NASDAQ: NVDA
Nvidia
Nvidia Stock Quote
Market Cap
$3.2T
Today's Change
(0.90%) $1.16
Current Price
$129.84
Price as of February 7, 2025, 4:00 p.m. ET

Nvidia (NVDA 0.90%) has gotten off to a bad start on the stock market in 2025, losing more than 10% of its value as of this writing, with Chinese artificial intelligence (AI) start-up DeepSeek's launch of a low-cost but capable AI model playing a key role in the semiconductor giant's troubles.

When DeepSeek claimed that it spent just $6 million to train its R1 reasoning model that's capable of competing with OpenAI's o1 reasoning model, AI stocks in the U.S. took a big beating. Nvidia stock was one of the biggest victims of the sell-off, dropping 17% on Jan. 27 after it emerged that DeepSeek overtook ChatGPT's downloads on the Apple app store in the U.S.


Collapse

NASDAQ: NVDA
Nvidia
Today's Change
(0.90%) $1.16
Current Price
$129.84
YTD
1w
1m
3m
6m
1y
5y
Price
VS S&P
NVDA
Key Data Points
Market Cap
$3.2T
Day's Range
$125.00 - $130.37
52wk Range
$66.25 - $153.13
Volume
228,186,298
Avg Vol
244,276,423
Gross Margin
75.86%
Dividend Yield
0.03%
DeepSeek's low-cost model sparked concerns about major cloud computing companies and governments reducing their demand for the AI chips Nvidia sells. However, a closer look at recent developments in the AI space suggests that the spending on AI chips could continue to head higher, opening the possibility of Nvidia stock regaining its mojo once it releases its fiscal 2025 fourth-quarter results on Feb. 26.

Let's look at why Nvidia could offer a bright update about the state of AI spending later this month along with its quarterly report.

Nvidia could win big from this project thanks to its solid share of AI chips
Over the last few years, tech giants and governments around the world have poured a lot of money into the development of AI infrastructure, and President Donald Trump gave AI spending prospects a massive boost last month.


On Tuesday, Jan. 21, Trump announced at the White House that SoftBank, OpenAI, and Oracle (ORCL 1.22%) are forming a joint venture that plans to invest $100 billion in AI infrastructure. The joint venture, known as Stargate, is eventually planning to spend up to a whopping $500 billion on building AI infrastructure in the U.S. over the next four years.

Stargate's first AI data center is already under construction in Texas, according to Oracle chairman Larry Ellison. The joint venture is expected to construct 20 data centers, creating an estimated 100,000 jobs.

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In a post announcing the Stargate project, OpenAI pointed out that the initial funding will be provided by SoftBank, OpenAI, Oracle, and Abu Dhabi's AI-focused investment company, MGX. The post further highlighted that Nvidia is going to be among the "initial technology partners" in Stargate.

Nvidia has been at the forefront of the AI revolution with its powerful graphics processing units (GPUs) based on the Ampere architecture that helped OpenAI train ChatGPT. It has kept pushing the envelope in the AI accelerator market, churning out more powerful chips in the past three years based on its Hopper and Blackwell architectures.


This explains why Nvidia has maintained a solid grip on the AI chip market with an estimated share of 90%. Given that Nvidia has created a technology advantage over rivals in the AI chip market, it could remain the dominant force in this space. As Nvidia's GPUs are the basic building blocks of AI data centers given their ability to perform massive calculations simultaneously, allowing companies to train and deploy AI models quickly, Stargate's ambitious investment plan should ideally help improve the chipmaker's addressable market.

For instance, Oracle has been relying on Nvidia's GPUs to create AI infrastructure to rent out to customers so that they can train AI models in the cloud. In September last year, Ellison remarked that one of Oracle's largest data centers "is 800 megawatts, and it will contain acres of NVIDIA GP clusters able to train the world's largest AI models." This was followed by a remark from Oracle CEO Safra Catz on the December 2024 earnings conference call that the company "delivered the world's largest and fastest AI supercomputer, scaling up to 65,000 Nvidia H200 GPUs."

Oracle is planning to deploy an additional 35 cloud regions around the globe in addition to the 17 it already has. It won't be surprising to see the company's appetite for Nvidia's GPUs increasing. More importantly, as Nvidia has been working with its supply chain partners to increase the output of its AI GPUs in 2025, it should be in a position to meet the higher demand for its chips that's likely to arise following Stargate.

Meanwhile, the likes of Meta Platforms and Microsoft aren't going to curtail their spending on AI infrastructure following DeepSeek's breakthrough. Both companies believe that heavy AI investments are required to support the growing demand for AI applications, thanks to the potential arrival of more efficient models as demonstrated by DeepSeek. Dutch semiconductor equipment giant ASML suggested something similar after the company witnessed solid growth in orders and received way more bookings than Wall Street was anticipating.


All this suggests that the AI spending environment could remain robust, and that could help Nvidia deliver solid results and guidance later this month.

Stronger-than-expected growth could lead to more upside
Analysts are currently expecting Nvidia's revenue in fiscal 2026 (which has just begun) to increase 52% to just over $196 billion, followed by a 21% increase in fiscal 2027.

NVDA Revenue Estimates for Current Fiscal Year Chart

NVDA Revenue Estimates for Current Fiscal Year data by YCharts

However, expect to see those estimates head higher in light of the above discussion, paving the way for more upside in Nvidia stock. It is worth noting that Nvidia's 12-month price target of $175, according to 66 analysts covering the stock, points toward 46% gains from current levels.


Nvidia's revenue estimates for both fiscal years 2026 and 2027 have jumped higher of late, a trend that could continue thanks to continued investments in AI. As a result, Nvidia's price target could also witness upward revisions.

So, investors who have been on the sidelines and are wondering if it is a good idea to buy shares of Nvidia following the stellar returns that the stock has delivered in the past couple of years can consider buying it right away as it can regain its mojo. The stock's forward earnings multiple of 23 is very attractive considering that the tech-laden Nasdaq-100 index has a forward earnings multiple of 27. That's why buying Nvidia right now could turn out to be a smart move as its healthy earnings growth momentum is likely to continue.

Noteworthy strength from NVIDIA yesterday despite the broader market sell-off...
By: TrendSpider | February 8, 2025

• Noteworthy strength from NVIDIA yesterday despite the broader market sell-off...

We have entered the DeepSeek gap. $NVDA



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Closed UP on a DOWN DAY
on GOOD VOL...
I LIKE THAT

read article on optimization .....it's obvious they can populate their data intake to reflect only the thoughts and view of history of chairman Mao? likewise if they only use their 'experts' to learn from...you only get one unique idea/way to do it? it seems to recapitulate a criticism of china ingenuity.

DeepSeek……have listened to a multitude of knowledgeable people on tv state that they don’t believe that DeepSeek was created at the low price that was published and many are saying that once downloaded, your privacy is gone. Sounds like a wonderful application. How stupid are we?

Great read article listing all the new Chinese players and their AI apps. It also states that this is nothing more than an attempt by China to show their tech achievements prior to their New Year. Could be plausible. There's a saying "If it's too good to be true, then maybe it isn't".
https://www.yahoo.com/finance/news/deepseek-isn-t-china-only-101305918.html

Shaking out the weak hands 

The share price for the Weekly is $129.84, +9.77 up (8.14%).
The price is still in breakout mode at the closing of the market.
Cheers & Happy Weekend to All

NVDA UP on a DOWN DAY
GOOD VOL
I LIKE IT!

We’ll know shortly.

No matter what the number, for some it just won’t be enough.

That being said, I don’t expect to be disappointed!

I’m worried that the “whisper numbers” I have read were over $38 billion. That’s 13% above forecast. Darn them

Momentum for NVDA is improving. The 14-period Slow Stochastic Oscillator is rising as investors begin to purchase shares.
Today's volume is on track to be lighter than usual, with 151,579,944 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders. As of 1:11 PM ET Friday, 02/07/2025

The question remains whether the Weekly trading volume will end up in the positive today, confirming the Dailies, at this time.

We shall see. GLTA

Don't forget about India and Jensen's foot in the door:

According to recent reports, the Indian data center market is currently valued at around $5.7 billion and is projected to reach $12 billion by 2030, experiencing significant growth with a CAGR of approximately 13% during this period; key factors driving this expansion include increased digital adoption, government initiatives like "Digital India", and growing cloud service usage.
Key points about the Indian data center market:

Market size: Estimated at around $5.7 billion in 2024.
Projected growth: Expected to reach $12 billion by 2030.
CAGR: Around 13%.
Major hubs: Mumbai, Chennai, Delhi-NCR, Bangalore.
Driving factors: Digital India initiative, cloud service adoption, increasing data volume, investments by global tech companies.

a digital twin and data teleportation?
lmt had/has aspirations for a portable/truck borne fusion reactor. to realize such they might need a quantum processing units/supercomputer. an nvidia mini supercomputer sounds right, but maybe more digital twinning of quantum processing units to obtain logical qubits for the plasma containment field, etc?
therefore, lmt, nvda, ionq? guesses.
further, openai looking at sites in usa for supercomputer sites, the article says 10 or so.

The soldiers are out of the wooden horse

Yeah I hoping in Q&A an analyst would ask the question if he covered Nvidia also. It could be no analyst crosses over and covers both. Oh well have to wait for earnings 

chatgpt:
Tata Communications is collaborating with NVIDIA to develop a comprehensive AI cloud infrastructure in India. This initiative aims to provide scalable, efficient, and cost-effective solutions for machine learning tasks across various industries.
TATACOMMUNICATIONS.COM

The AI cloud is powered by NVIDIA's advanced GH200 Grace Hopper Superchips, delivering high-performance computing capabilities essential for AI workloads. This infrastructure is designed to support enterprises, startups, and government entities in training, deploying, and inferencing AI models.
NVIDIANEWS.NVIDIA.COM

Tata Communications plans to launch the AI cloud service early next year and is currently engaging with potential enterprise clients in sectors such as manufacturing, retail, and banking. The company has already begun deploying NVIDIA's latest AI chips internally, with customer access expected by the end of the year.
LIVEMINT.COM

This collaboration reflects a broader trend in India's technology landscape, with significant investments and partnerships aimed at establishing the country as a key player in the global AI race"===============
Me: i don't think India will want deepseek or similar either. likely tight security on this and i wonder if it segues with msft and g42 abu dabhi supercomputer?.

You may want to rethink your comment. "That is not his job" This is what I found in a search.
Yes, CEOs typically include forward-looking statements as part of their company's financial reporting, most commonly within the "Management Discussion and Analysis" (MD&A) section of their quarterly and annual reports, which allows them to discuss their expectations for future performance and strategic plans with investors.
I have also listed the CEO of Broadcom and his forward looking comment which pushed the stock to a new 52 week high. Maybe your comment was related to Jensen and what he feels his job is. Maybe that's why the stock dropped day after his Q3 and CES conference. If that's the case, maybe he should pass the responsibility over to someone else.

overnite articles report cybersecurity firm finds deepseek user keystrokes being transmitted back to china via china mobile and in unencrypted form.
also, josh hawley introduces bill to make deepseek downloading /use a criminal offense.
not good for them.
meanwhile, openai introduces data residentsy into eu...might they also put curbs on deepseek if users use of the ai goes back to china servers in unencrypted format with user's demographic information?
didn't openai receive the earlier nvda computer 'chips' which jensen describes carrying to openai?
"chapgpt says:' NVIDIA CEO Jensen Huang has personally delivered advanced AI supercomputers to OpenAI on multiple occasions. In 2016, he hand-delivered the first DGX-1 system to OpenAI, which was then co-founded by Elon Musk. More recently, in April 2024, Huang personally delivered the world's first DGX H200 server to OpenAI's CEO Sam Altman and co-founder Greg Brockman. This tradition underscores the close collaboration between NVIDIA and OpenAI in advancing AI technology.
TOMSHARDWARE.COM'