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
The markets gets this wrong. Nvidia just reported a strong quarter, but comps revived fears of 2018 when Nvidia got hit when there was a slowdown of demand in their cryptocurrency mining and data centre segments. The latter bounced back, but cryptos got crushed and left Nvidia with an inventory glut. Today is nothing like that. Data centre spending is accelerating and their crypto business is on fire. Nvdia is introducing a new line of crypto-specific graphic cards to avoid the oversupply issue of 2018. The only question is whether they can close the Arm Holdings deal. Even if it doesn't this is still a buy.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They reported a good quarter after today's bell. They make the best computer chips for videogames or data centres. A smart CEO. They're trying to buy Arm Holdings, which would be a good deal.
BUY ON WEAKNESS
Participating in a lot of the trends right now like gaming and electrification. Valuation is a bit stretched, but they'll stay elevated until something changes. Hold, or buy on a pullback. A good name to own.
BUY
It's the crown jewel in semiconductors in the world, with or without their Arm deal.
BUY ON WEAKNESS
Trading at 45x 2022 which is not obscene. Modelling a 33% EPS growth. Price-to-growth not bad. They beat Q3 expectations. An essential service for AI, processing power, etc. There is some cyclical elements. Try to buy at lower levels, but it is okay to buy now.
BUY
Essential chipmaker with business in gaming, data centres and high-end AI machine learning. When ARM Holdings deal is complete, NVDA will have a huge processor business in computer and especially mobile devices.
HOLD
The CEO is brilliant. Problem is that NVDA is trying to buy another company, Arm Holdings. If it happens, NVDA rallies, but in the meantime it's a drag on the stock.
WATCH

This and AMD are in all the right sectors: automotive, internet of things, data centres. Demand for chips has gone insane. Chart is insane. Hard to wrap his head around the valuation, but one to look at. Huge believer in tech.

BUY
A leading semiconductor company. A very well run company. They are really moving these tech dances forward. They just made an acquisition in chip design. His favourite in the space is Broadcom (BRCM-Q), however.
TOP PICK
Still likes the name. They reported great earnings and raised guidance. They are firing on all cylinders. $16B in expected revenues, and their chips are better than any other maker. Used in high-end PCs, gaming, data centres and automotive. They are entering the AI space as well. Demand for their chips is unbelievable. (Analysts’ price target is $581.50)
TOP PICK
They build the best computer chips used in high-speed processing as the world becomes more automated (gaming, self-driving cars, AR). Their high-performance chips are simply better than their peers. They spend more on R&D. It's still run by its founder. They have $4 billion in net cash and earnings growth is starting to do very well. They always owned the gaming space, but are starting to dominate data centres.
BUY
Actually, he's glad this has sold off recently, because he expects a fantastic quarterly report next week and the stock should blast off. They want to buy Arm which would make NVDA the king of storage, though they may meet pushback from regulators. In the end, he expects the deal to happen. It reports Wednesday. This is a recovery stock that will rise when the economy improves. Caveat: The valuation is too high for some.
BUY

It is a great sweet spot. Gaming and graphic chips have done well for them as well as cloud. In AI they have a big push. It has taken away the glow that INTC-Q used to have. It is not a cheap stock but NVDA-Q is in the right area of the chip industry to be able to grow. The chip business will become more politically motivated over the next couple of years. These guys will play a big part of how the industry is moving.

PARTIAL BUY
Peaked in September, and now down. Target of $595, shouldn't go below $470. One of the greatest semi-conductor growth stories. Arm acquisition puts them in a strong position. Buy a partial position here, another around $500, and another around $470.
TOP PICK
Represents the future. Leading designer of graphics processing units, GPUs. Data centres, automotive, gaming. Moving into artificial intelligence. In next few years, revenue should top 25%, and earnings growth should top 20%. A growth name with a great future. Yield is 0.12%. (Analysts’ price target is $546.97)
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