NASDAQ:NVDA

NVIDIA Corporation (NVDA)

212.17
+1.21 (0.57%)
as of Sep 15, 2026, 8:00:00 pm Market Open.
1403 watching
0
PAST TOP PICK
(A Top Pick Oct 21/20, Up 64%) Continues to buy. Exponential growth in everything it touches. Historical 5-year growth rate of about 23%, and looks to be topping that at 25%. Beat earning expectations 38 out of last 40 quarters. Be careful of where the tech market goes. Be prepared to take profits.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 11/21, Up 66.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well. We recommend trailing up the stop (from $188) to $203. If triggered, this would result in a net investment return of 36%, considering the previous recommendation to cover half the position.
PARTIAL SELL
Quite rich. Semis are at a crossroads, so he's pared back to 20% of his portfolio. Demand now outweighs supply, but this should be more in balance within a year and this is being reflected in the share price. NVDA is the leader in designers. He's taken profits from semis and put more money into the cloud players.
PAST TOP PICK
(A Top Pick Sep 21/20, Up 80%) One of the greatest secular growth stories in the semi sector. Premier designer for its chips. Growth rates may run into some difficulty. Financials look terrific. Wrote calls against 50% of his position. Price target of $232.
DON'T BUY
Chip space has done well. It used to be a much more cyclical market. In the last 5 years, chips are being used everywhere. Supply chain demand isn't going away. Elongated secular growth. Don't put in money at these levels. Too rich.
BUY

Nvidia is one of his favourites because of this big momentum market. Prefers it to, say, Netflix.

BUY

AMD and Nvidia make great products and have great leaders. They are best in class. Nvidia's CEO is a modern Da Vinci. If Nvidia can close the ARM deal, it will become the most important semi-conductor company of our time. The government is using chips from both companies for its super-computer as it awaits Intel's delayed product.

BUY
Semis are more tied to the business cycle, so in a reflationary environment, they should continue to do quite well. Earnings were very strong, trading at virtually a new high. 3 areas of growth: cloud, video gaming, and crypto. Great company. AMZN is great, but not as well set up.
COMMENT
They report tomorrow It's in a challenging sector. Who has the best chips? The best next-generation ones? He prefers Taiwan Semiconductor, given lower risk. That said, NVDA is top of the class in this space. He expects strong earnings tomorrow; demand has never been stronger for their chips. His only complaint is NVDA's high 44x forward PE. Taiwan is around 24x forward PE.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 11/21, Up 44.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well. We now recommend trailing up the stop (from $170) to $188. If triggered this would all but guarantee a investment return over 30%, when including the previous recommendation to cover half.
HOLD
He has never made it a Top Pick because it never stops going up and he is scared. He continues to like it. It is tougher for him to make a new buy than to hold. They are dominant in GPUs. The build-out of high performance computers is only going to continue. (Analysts’ price target is $203.25)
PARTIAL SELL
One of the greatest secular growth stories. Cloud business should see continued secular strength. Acquisition of ARM puts it in an enviable position. Could be a game-changer. ARM's valuation is reasonable and would be immediately accretive. He's trimmed. Price target of $215-220.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 11/21, Up 37%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well and is doing a 4:1 stock split. We are recommending trailing the stop up to $170. If triggered this would all but guarantee a minimum investment return of 24%.
COMMENT
Jumped 5% today on news that it could be allowed to buy competitor ARM Holdings. The big money is betting against this deal. If the deal happens, NVDA would become a major player in CPUs for cell phones and PCs.
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