NASDAQ:NVDA

NVIDIA Corporation (NVDA)

212.17
+1.21 (0.57%)
as of Sep 15, 2026, 8:00:00 pm Market Open.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

BUY ON WEAKNESS
Stockchase Research Editor: Michael O'Reilly NVDA has been a stock on the rise and analysts have raised price expectations to $540 as they see a bright future in 5G and work-from-home technologies. The company also have profitable divisions in gaming and data centers usage. A new gaming chip is set for release August 21, just after earnings announcement on the 19th. We would not chase after this, but rather would look to buy into short term weakness if it comes, down at support of $430. Yield 0.13%.
BUY ON WEAKNESS
NVDA is a graphic chip designer. A great company that has done well in this rally. It is just to expensive to buy at these levels.
TOP PICK
Semiconductors are the basic building block of today's economy. We are headed into 5G networks. 25% of their business is data center, growing at 50% per year. 50% of their business is gaming (teenage kids at home). The rest is graphic design and they have the technology in these spaces. They may get slowed down a bit during COVID, so if you can get it lower, great. (Analysts’ price target is $307.29)
BUY
There is a lot more gaming going on and then there are the data centers. With people working from home there will be a better upgrade cycle with personal computers. These guys should do well because of the data center side.
BUY ON WEAKNESS
The darling with AI. They have gotten into quantitative computing as well. They just reported and earnings looked good. It is at the top end of his valuation target of $277 per share. He owns this and will look to buy on weakness.
COMMENT

AI advacements? He likes DELL products. The stock does not have the greatest balance sheet however. He likes AI, but there are other device manufacturers that are better situated like NVDA, who is also well placed for gaming.

BUY ON WEAKNESS

A GPU manufacturer. He struggles with their valuation metrics. They have good tailwinds and there will be more investment in data centres, machine learning and AI. They have exposure in gaming as well, where e-sports are growing.

BUY ON WEAKNESS
Breakout? Their earnings were extremely good. Data centres, gaming and other areas exceeded expectations. His target is $315 -- it is getting a little expensive here. It is prone to movements down with the market. He wouldn't sell, but he would look for places to buy.
TOP PICK
They dominate graphics processor. Bi markets are videogames which amount to 50% of their revenues + gaming 25% + cloud 25%. AI is 5%, but they're a leader there, and 5% in self-driving which is emerging. This sector pays great margins. (Analysts’ price target is $255.76)
WATCH
It had a really ugly 18 months. Management were very clear in their guidance. The fundamental story around AI still remains. It is a good company but there is a caution around semiconductors. Buy them when they are broken. For now, let it run and see what happens.
COMMENT
TXN or others? He owns some semi-conductors like NVDA and XLNX. He does not own TXN. If you want yield, he would suggest INTC.
BUY
The huge run up in 2017-18 is forgotten. Now it has consolidated after falling.
COMMENT
A tech supplier? You could look to AI producers, like AMD or NVDA.
BUY
A chip company that benefits from the move towards AI. Chip stocks have fallen off in the last year, but they are starting to recover. One of the best companies in the field. It's expensive but it is best in class that you can put new capital into.
BUY
The poster child for the space. They are into gaming, new lighting technology and they have exposure into autonomous vehicles. They are also entering into machine learning -- algorithms processing growing patterns.
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