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
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)
BUY

NVDA vs. MSFT Both have been great. Likes them both. NVDA has one of the best graphics processors and they've been riding the trend, which isn't slowing down. A good one if you can handle the volatility of the semiconductor processing space. Good if you want growth in this depressed GDP era. MSFT is a more stable business. Long-term stable dividend growth in this low interest rate environment, with its subscription model, data centres, and cloud business.

BUY

All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term. Broadcom and Nvidia are trying to do takeovers that require the permission of the Chinese government. NVDA is trying to buy Arm Holdings, a great company, but China dragged its feet when NVDA tried to buy a company despite no anti-trust worries. This will change under Biden.

SELL ON STRENGTH
Allan Tong’s Discover Picks In the climate change category. Depending on the evaluator and their methodology, Nvidia either scores very high (A- from the Carbon Disclosure Project in 2019) or mediocre (62.8% according to Newsweek, though that was in 2017). Nvidia could do better in its use of water, a key component in producing computer chips. Nvidia falters in human rights as questions arise about forced labour in parts of the world, based on two reports. One is by KnowTheChain, which awards Nvidia a failing grade of 30, compared to 70 by Hewlett Packard. Read PEP and NVDA: 3 More Top Recognized ESG Investing Options for our full analysis.
BUY
It's one of the largest "bellcap" (bellwether) stocks. Nvdia is talking about new super-computers harnessing the power of the company's semi-conductors for drug development. Their brilliant CEO, Jenson Huang in today's conference call says he wants to dominate the data centre and A.I.
TOP PICK
It's the darling of the semis, a super secular growth story. He targets $552.50. With the purchase of ARM, it puts Nvidia in a position of strength to lead the A.I. revolution in the coming years. There are regulatory hurdles and customer concerns, though. Buy a third now, then add another third at $490, then $425, and the final tranche at $350. (Analysts’ price target is $554.47)
BUY

Today, NVDA announced it would buy the semi-maker business, Arm Holdings, from SoftBank today which should make NVDA the king of the semis. Though NVDA is up 100% this year, it continued to rise today. The deal is a game-changer and accretive to earnings. There is a fear that regulators will halt this deal. He firmly believes in CEO Jensen Huang. It's wrong to think that Nvidia is overvalued though it's trading at 57x earnings. In 2018, it was considered overvalued too, but actual earnings were so much higher than expected that the stock looked cheap in retrospect. He thinks that will happen again.

DON'T BUY
One of the tech darlings, so it's expensive. Not like the rest of the FANG stocks where the valuations are more connected to the earnings. There's a lot of speculation built into the price. A good company, might be great over time, but too expensive.
SELL

NVDA vs. INTC Does graphic processing. Took money off the table. Has now overtaken Intel in market cap. In e-commerce, data is everything, and this is where the chip makers contribute in three areas: memory, CPUs, and graphic processing units. Likes Intel, as it's hard to find value. Trading at PE of 9x. AMD is trading at 163x, and Nvidia is trading at over 90x.

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