
NASDAQ:NVDA
This summary was created by AI, based on 120 opinions in the last 12 months.
NVIDIA Corporation (NVDA) continues to be a focal point in the semiconductor and AI sectors, excelling in GPU technology and infrastructure for data centers. Following a substantial rise in revenue and earnings beats across recent quarters, the company is well-positioned for continued growth, supported by a strong demand for AI capabilities. Experts express a mix of optimism and caution, highlighting its impressive return on equity, growing cash reserves, and significant expansion efforts, underscored by a recent $5.5 billion partnership. However, concerns regarding competition and pricing pressures loom, with some analysts advocating for a wait-and-see approach, indicating potential volatility ahead of earnings reports. Overall, NVDA is viewed as a robust long-term investment, even as evaluations fluctuate under high growth expectations.
His favourites right now are AMZN, NVDA, and MSFT. They're all going higher.
On the capex spend, sometimes it's a leap of faith. You're relying on these companies having some of the smartest people in the world with the most disposable capital. And those people really believe it's not a bridge to nowhere.
Undoubtedly, some companies are overdoing it and there will be another side to the mountain. But we don't know when that will be.
Chart shows staircase consolidations and rallies. Earnings days are a total black box for him, no idea what's going to happen today (coin toss). We'll either see a corrective phase back to support, or see another push higher.
Longer-term chart continues to work. He'd look to add on weakness -- either right away if there's a drop, or later in July/August if the stock moves higher in the short term.
He always says buy this, don't trade it. They just delivered another set of stunning numbers: revenue growing 85% year over year, revenue beating with most of their growth coming from their core data centre business, hyperscaler revenues up 115% YOY while other areas grew 74% YOY, while gross margins were in line, free cash flow beat, and announced an $80 billion share buyback. They raised guidance, too. But the stock is so big, it's hard to surprised investors, so the stock is flat after hours.
Likes it fundamentally, but a lot of things are overbought at this point. Be cautious how you step in. Will do well over next 12-24 months. Relatively cheap compared to other growth stories out there. The "arms dealer" of the AI buildout. Like the "picks & shovels" of the AI "gold rush". An ecosystem of hardware and software.
Will benefit from the major capex spend by hyperscalers. Earnings growth forecast for next few years is 45% a year. PEG ratio ~0.6x, very attractive valuation. Yield is 0.02%.
He has a full position (8%). Consolidated, now heading up. Has become a very diversified company.
If you own it, sell some short-dated calls against the $207-210 level. If we can get a weekly close above $207, thinks we're off the the races.
Could buy some here, more at $186, and your final piece around $176.
NVIDIA Corporation is a American stock, trading under the symbol NVDA (previously NVDA-Q on Stockchase) on the NASDAQ (NVDA). It is usually referred to as NASDAQ:NVDA or NVDA
In the last year, 73 stock analysts published opinions about NVDA (previously NVDA-Q on Stockchase). 59 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is PARTIAL BUY. Read the latest stock experts' ratings for NVIDIA Corporation.
NVIDIA Corporation was recommended as a Top Pick by Kim Bolton on 2026-04-15. Read the latest stock experts ratings for NVIDIA Corporation.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.
73 stock analysts on Stockchase covered NVIDIA Corporation in the last year. It is a trending stock that is worth watching.
On 2026-06-01, NVIDIA Corporation (NVDA) stock closed at a price of $220.36.
Fantastic earnings. It sold off at 22x PE. Likes it here.