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$NVIDIA (NVDA.US)$
When calculated using PSR, it comes to 264
Let’s leave it alone for now; once the war ends, it’ll take off 🚀
When calculated using PSR, it comes to 264
Let’s leave it alone for now; once the war ends, it’ll take off 🚀
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8
1
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$NVIDIA (NVDA.US)$
NVIDIA (NVDA) has halted production of its AI chip 'H200' for China due to ongoing export restrictions between the US and China hindering sales. The company is now redirecting the manufacturing capacity of Taiwan Semiconductor Manufacturing Company (TSM) to ramp up production of next-generation 'Vera Rubin' hardware, according tothe Financial Timessources familiar with the matter.
'NVIDIA cannot afford to wait in limbo; with advanced product supply shortages, they need to focus on what can be achieved,' a source familiar with the plans told the Financial Times.In a way, this could accelerate the delivery and deployment of Vera Rubin.
Ongoing export controls and regulations in both the US and China appear to be hindering the commercial growth of the H200 chip. NVIDIA (NVDA) has already produced approximately 250,000 H200 chips, and given the limited orders expected under US and Chinese regulations, existing inventory should be sufficient to meet demand, sources familiar with the matter said...
NVIDIA (NVDA) has halted production of its AI chip 'H200' for China due to ongoing export restrictions between the US and China hindering sales. The company is now redirecting the manufacturing capacity of Taiwan Semiconductor Manufacturing Company (TSM) to ramp up production of next-generation 'Vera Rubin' hardware, according tothe Financial Timessources familiar with the matter.
'NVIDIA cannot afford to wait in limbo; with advanced product supply shortages, they need to focus on what can be achieved,' a source familiar with the plans told the Financial Times.In a way, this could accelerate the delivery and deployment of Vera Rubin.
Ongoing export controls and regulations in both the US and China appear to be hindering the commercial growth of the H200 chip. NVIDIA (NVDA) has already produced approximately 250,000 H200 chips, and given the limited orders expected under US and Chinese regulations, existing inventory should be sufficient to meet demand, sources familiar with the matter said...
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$NVIDIA (NVDA.US)$
With ongoing volatility due to factors like the Iran war or anthropic shocks, ultimately people return to hardware companies with solid performance seeking stability.
This is exactly it ☺️
With ongoing volatility due to factors like the Iran war or anthropic shocks, ultimately people return to hardware companies with solid performance seeking stability.
This is exactly it ☺️
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$NVIDIA (NVDA.US)$
For the first time since the escalation of the US-Iran war, semiconductor and artificial intelligence-related stocks showed some relief on Wednesday as oil prices fell.
The Nasdaq Composite Index (COMP:IND) rose by approximately 1.3%. At the same time, the benchmark S&P 500 (SP500) rose by about 0.8%. The blue-chip Dow Jones Industrial Average (DJI) increased by approximately 0.6%.
The US Senate is set to vote on Wednesday regarding President Donald Trump's decision to initiate military action against Iran.ScheduledThis will be a significant test for Congress as conflict rapidly spreads across the Middle East without a clear exit strategy. Over the weekend, the US and Israel launched a coordinated attack on Iran, killing top military and government officials, including Supreme Leader Ayatollah Ali Khamenei, prompting retaliation from Iran.
Following Tuesday’s plunge, when Asian markets dropped due to concerns over the impact on energy supplies and surging oil prices amid ongoing clashes, semiconductor-related stocksplummeted. However, on Wednesday, the surge in oil pricesCalm, the US market outperformed expectations with strong employment statistics and overall US P...
For the first time since the escalation of the US-Iran war, semiconductor and artificial intelligence-related stocks showed some relief on Wednesday as oil prices fell.
The Nasdaq Composite Index (COMP:IND) rose by approximately 1.3%. At the same time, the benchmark S&P 500 (SP500) rose by about 0.8%. The blue-chip Dow Jones Industrial Average (DJI) increased by approximately 0.6%.
The US Senate is set to vote on Wednesday regarding President Donald Trump's decision to initiate military action against Iran.ScheduledThis will be a significant test for Congress as conflict rapidly spreads across the Middle East without a clear exit strategy. Over the weekend, the US and Israel launched a coordinated attack on Iran, killing top military and government officials, including Supreme Leader Ayatollah Ali Khamenei, prompting retaliation from Iran.
Following Tuesday’s plunge, when Asian markets dropped due to concerns over the impact on energy supplies and surging oil prices amid ongoing clashes, semiconductor-related stocksplummeted. However, on Wednesday, the surge in oil pricesCalm, the US market outperformed expectations with strong employment statistics and overall US P...
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$NVIDIA (NVDA.US)$
- Nvidia ( NVDA ) CEO Jensen Huang said on Wednesday that the companyrecently invested $30 billion in OpenAI ( OPENAI ), suggesting that it might be "the last time" the company invests as the ChatGPT maker is likely heading towards going public.
- Speaking at Morgan Stanley’s Technology, Media & Telecom Conference, Huang mentioned that the $100 billion investment proposal for OpenAI hereferred to in September will“probably not happen.”
- According to comments obtained by CNBC, Huang said, “The reason is that they are planning to go public.” OpenAI CEO Sam Altman is scheduled to speak at the conference on Thursday.As I mentioned,
– Mr. Huang also mentioned Anthropic by Nvidia (ANTHROIt was pointed out that the $10 billion investment in ) will likely be the last.
– NVIDIA's stock price on Wednesday...
- Nvidia ( NVDA ) CEO Jensen Huang said on Wednesday that the companyrecently invested $30 billion in OpenAI ( OPENAI ), suggesting that it might be "the last time" the company invests as the ChatGPT maker is likely heading towards going public.
- Speaking at Morgan Stanley’s Technology, Media & Telecom Conference, Huang mentioned that the $100 billion investment proposal for OpenAI hereferred to in September will“probably not happen.”
- According to comments obtained by CNBC, Huang said, “The reason is that they are planning to go public.” OpenAI CEO Sam Altman is scheduled to speak at the conference on Thursday.As I mentioned,
– Mr. Huang also mentioned Anthropic by Nvidia (ANTHROIt was pointed out that the $10 billion investment in ) will likely be the last.
– NVIDIA's stock price on Wednesday...
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$NVIDIA (NVDA.US)$ AVGO's earnings have been released. AVGO also beat analyst consensus with strong results. The guidance for the next quarter looks good as well.
Comparison of this period’s financial results
Momentum of growth: NVIDIA is forecasting an extremely high year-over-year growth of approximately 77% in revenue, driven by "exponential demand" (according to management) for AI processors for data centers, such as those based on the Blackwell architecture. Broadcom’s growth rate is solid (+47%), but it lags behind NVIDIA in both scale and speed.
Competitive position and sustainability: NVIDIA is said to hold over 90% of the AI GPU market share and benefits from a strong lock-in effect through its CUDA software ecosystem. On the other hand, while Broadcom demonstrates leadership in AI custom chips (ASICs) and networking, there are concerns that customers like Google and Meta may shift towards designing their own chips.
Valuation and upside potential: Both companies have received a strong 'buy' rating from analysts, but NVIDIA appears to have slightly higher current undervaluation (upside potential) relative to its target price. ...
Comparison of this period’s financial results
Momentum of growth: NVIDIA is forecasting an extremely high year-over-year growth of approximately 77% in revenue, driven by "exponential demand" (according to management) for AI processors for data centers, such as those based on the Blackwell architecture. Broadcom’s growth rate is solid (+47%), but it lags behind NVIDIA in both scale and speed.
Competitive position and sustainability: NVIDIA is said to hold over 90% of the AI GPU market share and benefits from a strong lock-in effect through its CUDA software ecosystem. On the other hand, while Broadcom demonstrates leadership in AI custom chips (ASICs) and networking, there are concerns that customers like Google and Meta may shift towards designing their own chips.
Valuation and upside potential: Both companies have received a strong 'buy' rating from analysts, but NVIDIA appears to have slightly higher current undervaluation (upside potential) relative to its target price. ...
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$NVIDIA (NVDA.US)$
Summary
– Amid rising geopolitical tensions, global AI infrastructure has become essential, and Nvidia is now a key strategic asset.
– Not only did the company post excellent quarterly results, but it also regained leadership in terms of efficiency.
– Despite risks from competition and macroeconomic headwinds, NVDA remains undervalued on a forward PE/PEG basis.
– As AI reshapes the global economy and geopolitics, Nvidia is poised to be one of the main beneficiaries.
– This idea was further discussed in depth with members of my private investment community, 'The Pragmatic Investor.'More details here »
Alones Creative/iStock, via Getty Images
Summary of the paper
The recent outbreak of war in Iran is proving exactly why holding Nvidia Corporation ( NVDA ) is necessary.
In fact, I am concerned that globalization may have reached its peak and that 'strategic assets' are becoming more important than ever...
Summary
– Amid rising geopolitical tensions, global AI infrastructure has become essential, and Nvidia is now a key strategic asset.
– Not only did the company post excellent quarterly results, but it also regained leadership in terms of efficiency.
– Despite risks from competition and macroeconomic headwinds, NVDA remains undervalued on a forward PE/PEG basis.
– As AI reshapes the global economy and geopolitics, Nvidia is poised to be one of the main beneficiaries.
– This idea was further discussed in depth with members of my private investment community, 'The Pragmatic Investor.'More details here »
Alones Creative/iStock, via Getty Images
Summary of the paper
The recent outbreak of war in Iran is proving exactly why holding Nvidia Corporation ( NVDA ) is necessary.
In fact, I am concerned that globalization may have reached its peak and that 'strategic assets' are becoming more important than ever...
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. This is precisely a timely topic. The other day, considering the cessation of the federal government's use of an AI tool developed by Anthropic and OpenAI stepping into that role, I realized both companies utilize NVDA’s AI chips (with PLTR in between). Regardless of whether it’s good or bad, military offensives without AI are now unimaginable, and the same applies to defense. In this sense, sovereign AI is indispensable for Western nations—not just due to hyperscaler demand.
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$NVIDIA (NVDA.US)$
Summary
– The collapse of the AI bubble in November 2025 has led NVIDIA Corporation to push forward with consolidation, triggering its valuable and highly profitable growth investment thesis over the past few months.
– Alphabet’s Ironwood TPU surpasses NVDA’s GB300 specifications, posing competitive risks; however, NVDA’s sticky CUDA ecosystem and its licensing agreement for inference chips with Groq suggest exaggerated hysteria.
– This is especially true as NVDA has indicated that Blackwell/Rubin revenues will exceed previous guidance of $500 billion, which is also evident in similarly high earnings growth guidance of +76.8% year-over-year.
– NVDA is currently trading cheaply at a FWD P/E of 21.5x and a 3-year PEG of 0.80x, presenting significant upside potential towards its long-term price target of $364.
– The RSI of this stock...
Summary
– The collapse of the AI bubble in November 2025 has led NVIDIA Corporation to push forward with consolidation, triggering its valuable and highly profitable growth investment thesis over the past few months.
– Alphabet’s Ironwood TPU surpasses NVDA’s GB300 specifications, posing competitive risks; however, NVDA’s sticky CUDA ecosystem and its licensing agreement for inference chips with Groq suggest exaggerated hysteria.
– This is especially true as NVDA has indicated that Blackwell/Rubin revenues will exceed previous guidance of $500 billion, which is also evident in similarly high earnings growth guidance of +76.8% year-over-year.
– NVDA is currently trading cheaply at a FWD P/E of 21.5x and a 3-year PEG of 0.80x, presenting significant upside potential towards its long-term price target of $364.
– The RSI of this stock...
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+5
3
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$NVIDIA (NVDA.US)$
That's why I'm telling you not to sell, whether it goes down or up.
Congratulations to those who bought at the 170 level.
That's why I'm telling you not to sell, whether it goes down or up.
Congratulations to those who bought at the 170 level.
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