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
WATCH

Chip graphics. Has owned this in her aggressive portfolios for a long time, and has been regularly taking profits on it. A chip maker in the graphic area, more and more applications. Elon Musk announced that it was going to be central in Tesla (TSLA-Q) going forward, which adds even more excitement. Doesn’t know if you should be buying large positions today. Watch it trade for a while and make sure you really know what is going on before buying a new position. When the smoke clears, it is basically a semiconductor company, and what we pay for a semiconductor company depends on what the product cycles are.

COMMENT

A design platform/video platform, and you could do pretty well here. The stock seems to be trading pretty richly. She doesn’t follow this is much as others, but it is a growing area, especially in the supercomputer design arena.

HOLD

It has had a parabolic move since the beginning of the year. These moves often result in a move into a consolidation pattern. It is probably over due. It could be sideways pretty soon.

COMMENT

This is in all the right areas. They are in self driving cars, they have the chips for cloud computing, they have the chips for virtual reality and gaming. They have done everything right. He would be definitely interested if there was a material pullback on the stock.

COMMENT

(Market Call Minute.) You would have to have a lot of faith in autos, virtual reality and data centres, because it is at a pretty nosebleed multiple, and trading at 52 week highs. If you believe in all of those things, then this would be a Buy.

COMMENT

(Market Call Minute.) His #1 holding in semiconductors, one of the leading groups in the market.

WATCH

Model price of $38.52, 5% upside. It is struggling over EBV +5: $31. If it breaks under that, then he would sell. It is trying to hold here. That would be his stop.

BUY

Technology sector normally does well at this time of year. Except if you look at SPDR Technology ETF (XLK-N), the overall technology sector in the US, not so much because it is heavily weighted in one stock. But if you look at the subsectors, such as the semiconductors with stocks such as this one, they actually bottomed 2 weeks ago so this is starting to look very interesting. Seasonal strength is between now and the beginning of February.

PAST TOP PICK
(A Top Pick Jan 10/11. Down 28.4%.) Stock is rebounding now and still looks interesting from the perspective of the next stage in the development of tablets.
HOLD
Sold his holdings when the traction of non-iPad tablets was not there. Dominated the 1st versions of those tablets. Also has been some erosion at the low end of the graphics processors. Short term, there are risks because of their discrete graphical processor units on workstations. Would probably look at buying when he sees how the next quarter or 2 evolves. Well positioned in the long-term as they are based on the Arm processor which is probably going to win a lot of share from Intel (INTC-Q).
BUY
Graphics chip company. 2 turning points would have been when Intel (INTC-Q) settled their dispute, a good sign of endorsement. Also believes their chips are used in Playbook, Galaxy and some of the other portable tablets. Looks like it's going to have a new lease on life.
SELL
Ran up dramatically when they were going to be the chip of choice on a bunch of new tablets that were coming out. When Apple (AAPL-Q) brought out iPad 2, it basically put everyone out of business.
DON'T BUY
High speed chip business. He is looking at moving to US technology. This one has always been a real volatile player. Consumer technology market is in such turmoil because of ipad tablet, which is getting very competitive and has hurt their space of Notebook. Prefers Intel (INTC-Q).
COMMENT
There’s a lot of interest in the semiconductor space. This one has taken off in the last few days and from a technical perspective is quite over bought. Looks interesting but there are others he would look at that are more interesting.
TOP PICK
Gone up quite a bit in the last little while, but coming off quite a low base. Reengineered itself to be dominant in the smart phone market. Strength is graphics. Threatening to move with ARM into the server space. This company has been put back on the road track.
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