NASDAQ:NVDA

NVIDIA Corporation (NVDA)

216.00
+5.04 (2.39%)
as of Oct 26, 2026, 8:00:00 pm Market Closed.
1407 watching
0
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.
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.

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