NVIDIA Corporation (NVDA)

There's finally an end to the glut in semis coming, triggered by the sharp decline in demand for PCs after Covid. Nvidia supplies many PCs and it has a stake in AI. Great CEO is Jensen Huang

Massive growth, as they've been in key sectors. Not cheap. Will continue to do well, in high-end areas. A design house, not a manufacturer. Semis are very important globally. A lot of onshoring going on, so it can become political. Very cyclical, sector pulled back on recession fears. 

Their last numbers were dreadful, but they talk about AI, all the rage now. Everyone is talking about this stock. Remarkable how people ignore their fundamentals and focus on AI, the current buzzword. They over-relied on the PC market. That said, they make great chips.

ChatGPT is all the rage now, and the best way to invest in that is Nvidia which supplies the chips for that. ChapGPT (AI) is a technological breakthrough.

Picks and shovels are more of a money-maker than trying to figure out who's going to be the market leader. NVDA is a great example of picks and shovels that do the processing for generative AI. Met his short-term price target. He dearly hopes it will come back down so he can get back in.

A long-term hold for him, up 45% YTD. It benefits the most from the AI gold rush among the chipmakers. Inventory was a problem for the semis, but not anymore. Remains positive on NVDA.

Has always been a tough call. She has little semis exposure. Perhaps this is a little ahead of itself because of the current hype over AI, but that is also NVDA's long-term catalyst and offsets the pressure in data centres they're facing and weaker PC sales. Still has valuation concerns.

Well run. Wonderful growth company, but too rich. 40-50x earnings, 1% FCF yield. The most cutting-edge and complicated chips. AI arms race needs sophisticated chips, and this plays well for them. Big in data centres, gaming, and AI. Consider TSM instead with a more reasonable valuation, better diversified.

He took profits. They report on Feb. 22. Good that this stock rose above its 200-day moving average. It's getting caught up in the current AI crazy. Long-term this is good, but is trading at a high PE both current and forward at 20x-22x. Their chips are in gaming and data centres, which are good. Prefers other sectors from semis.

Likes this innovative company, but if you already own, stay put. Are well-positioned for the growth of AI. Does well in healthcare.

Key chip supplier.
Very strong business.
Moving into server farm business (cloud requirements).
Good long term hold.

Shares fell off a cliff last year due to videogame weakness. Now up 52% this year so far, driven by the AI industry. If you own, hold on. Has room to run.