$NVIDIA (NVDA.US)$ Yes, the future is unquantified. We do n...
$NVIDIA(NVDA.US$ Yes, the future is unquantified.
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).
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Janechong :