NASDAQ:NVDA

NVIDIA Corporation (NVDA)

212.17
+1.21 (0.57%)
as of Sep 15, 2026, 8:00:00 pm Market Open.
1403 watching
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NVDA vs. TSM Don't forget Micron. Semi ecosystem has 4 parts. NVDA is poster child for designers. TSM poster child for foundries. Capital intensive. Third part is manufacturing. Micron is a designer and manufacturer. Fourth part is the equipment suppliers like KLA, LRCX, ASML. TSM price target of $144.50. NVDA is expensive, price target coming up soon of $329.25. AMAT would be his favourite. See his Top Picks.
PAST TOP PICK
(A Top Pick Nov 19/20, Up 132%) One of the top names to own in tech. A leader in many segments. 25% revenue growth going forward. It is getting expensive, at 64x forward PE. Watch carefully for a turn in sentiment.
BUY
On Wednesday, they delivered a blow-out quarter: 50% revenue growth, 60% earnings growth and a super sales forecast for the next quarter. They have great gaming and data centre businesses. Also, their chips in the future will power everything from A.I., self-driving cars to the metaverse.
COMMENT
Reports Wednesday. Nvidia has more than doubled this year, so expectations are high, but it has a habit of plunging when somebody finds one negative point in their quarter. Someone downgraded the stock today, fearing elevated expectations.
HOLD
One of his favourite semi names. One of the stocks of the future. Keeps trucking higher. Picks and shovels idea. GPUs are good for AI. Hold it for the long term. A great company.
BUY
Will benefit from the metaverse. Avatars will demand high-powered graphics chips to create the user's digital twin.
BUY
He's liked this since it was in the $20's. It jumped $10 today. The CEO delivers his keynote speech tomorrow, perhaps the most important CEO speech anywhere. Despite its 136% run-up, you still have time to buy this. Retail investors can push shares up.
BUY
On Monday they hold their annual user developer conference. He expects the CEO, whom he admires, to unveil a new product pipeline that will touch every end market including self-driving cars and the metaverse. Definitely watch the conference.
BUY
On Monday they hold their annual user developer conference. He expects the CEO, whom he admires, to unveil a new product pipeline that will touch every end market including self-driving cars and the metaverse. Definitely watch the conference.
HOLD
Huge move. Semis as a group have just broken out of a very large base, as has XSD. We're now a fair ways from the 50-day MA, so if the stock were to correct, it could pull back 20-25%, to $250, without doing any technical damage whatsoever. The best semi company in the world.
COMMENT
Undisciplined investors are not bound by the normal rules of investing. It's rallied 23% this quarter. The metaverse to come will be powered by NVDA chips. It's had a monster run. He should take some profits, but he hasn't been able to.
PAST TOP PICK
(A Top Pick Oct 21/20, Up 64%) Continues to buy. Dominant leader in high-end PC gaming graphics chips. AI applications provide future growth catalysts. 25% revenue growth going forward. Higher forward PE at 51x. Mindful of higher interest rates, which will affect these types of growth names.
BUY
Chip designer. Issues with current acquisition, execution risk. In the sweet spot of the industry. Semis are a unique place to be, strategically important globally and in the US. Semis are the core for a lot of technology. Not so much in the cyclical part of the industry. Will continue to do well.
BUY
They were prepared for supply chain disruption that the economy is facing now. Also they offered new services, like IT support for those working from home. And the Delta variant has peaked, so the great reopening trade is back on. Also, the coming metaverse (3D graphics) boom will demand a lot of semis that NVDA can supply.
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