Nvidia Corp

NVDA-Q

NASDAQ:NVDA

249.28
0.35 (0.14%)
Nvidia Corporation is an American technology company based in Santa Clara, California. It designs graphics processing units for the gaming, cryptocurrency, and professional markets, as well as system ...
More at Wikipedia

Analysis and Opinions about NVDA-Q

Signal
Opinion
Expert
WATCH
WATCH
January 13, 2020
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.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
January 13, 2020
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
COMMENT
November 29, 2019
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.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
November 29, 2019
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
BUY
November 19, 2019
The huge run up in 2017-18 is forgotten. Now it has consolidated after falling.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
November 19, 2019
The huge run up in 2017-18 is forgotten. Now it has consolidated after falling.
COMMENT
COMMENT
November 13, 2019
A tech supplier? You could look to AI producers, like AMD or NVDA.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
November 13, 2019
A tech supplier? You could look to AI producers, like AMD or NVDA.
Kim Bolton

Unlock Ratings

Price
$206.405
Owned
Unknown
BUY
BUY
November 1, 2019
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.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
November 1, 2019
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
BUY
September 27, 2019
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.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
September 27, 2019
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.
BUY
BUY
June 7, 2019
It made a low in December with a higher low in Februay. First resistance will be at $160, then at $182. If it breaks that, it will challenge its old $300 high. It participated in today's rally which is a good sign.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 7, 2019
It made a low in December with a higher low in Februay. First resistance will be at $160, then at $182. If it breaks that, it will challenge its old $300 high. It participated in today's rally which is a good sign.
BUY WEAKNESS
BUY WEAKNESS
June 6, 2019
It has had a bit of a run and then came down. It is a bit more compelling than it was earlier. You are seeing strength come back with new gaming cards.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 6, 2019
It has had a bit of a run and then came down. It is a bit more compelling than it was earlier. You are seeing strength come back with new gaming cards.
Ian Fung

Unlock Ratings

Price
$143.780
Owned
Unknown
DON'T BUY
DON'T BUY
June 4, 2019
One concern is that with the bust in blockchain, lots of facilities are not in demand right now. It will be a while before this comes back. If you want to play the crypto craze, look at the ones that are developing the technology instead of at the computer end.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 4, 2019
One concern is that with the bust in blockchain, lots of facilities are not in demand right now. It will be a while before this comes back. If you want to play the crypto craze, look at the ones that are developing the technology instead of at the computer end.
PARTIAL BUY
PARTIAL BUY
May 29, 2019
Pullback provides great value. But you have to be careful where you think tech's going to go in the next 6 months. Company and fundamentals are in good shape. The Huawei thing is going to hurt the sector. Piece it into your portfolio in the next couple of months.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 29, 2019
Pullback provides great value. But you have to be careful where you think tech's going to go in the next 6 months. Company and fundamentals are in good shape. The Huawei thing is going to hurt the sector. Piece it into your portfolio in the next couple of months.
DON'T BUY
DON'T BUY
May 27, 2019
Sees more blood in the streets. Has a beta of 2.28, so lots of volatility. China issues with semi-conductors. He stays away from the high beta stocks. Bought back stock while price was going up. Now price has fallen, with no share buybacks. Buying back when shares are on sale makes the most sensible use of free cash flow.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 27, 2019
Sees more blood in the streets. Has a beta of 2.28, so lots of volatility. China issues with semi-conductors. He stays away from the high beta stocks. Bought back stock while price was going up. Now price has fallen, with no share buybacks. Buying back when shares are on sale makes the most sensible use of free cash flow.
DON'T BUY
DON'T BUY
May 21, 2019
Had an incredible run because of cryptocurrencies and gaming. Need to see better returns on the cloud side. An expensive stock.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 21, 2019
Had an incredible run because of cryptocurrencies and gaming. Need to see better returns on the cloud side. An expensive stock.
COMMENT
COMMENT
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

Show full opinionHide full opinion

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

BUY WEAKNESS
BUY WEAKNESS
April 17, 2019
They took profit on this stock. Terrific company. They have a price target of $195. They think they can buy it back. There is a big transformation in the game space as mobile side is now . 25% and will be 50% in the next 12-18 months.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
April 17, 2019
They took profit on this stock. Terrific company. They have a price target of $195. They think they can buy it back. There is a big transformation in the game space as mobile side is now . 25% and will be 50% in the next 12-18 months.
WAIT
WAIT
April 3, 2019
He'd buy it around $120. Into gaming and autonomous driving. You can probably pick it up between $120-150. It's a bit stretched here.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
April 3, 2019
He'd buy it around $120. Into gaming and autonomous driving. You can probably pick it up between $120-150. It's a bit stretched here.
BUY
BUY
March 11, 2019
A perfect stock for a trader, because it shot up past $270, then plunged. Now, you can buy it. He expects it to move up.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
March 11, 2019
A perfect stock for a trader, because it shot up past $270, then plunged. Now, you can buy it. He expects it to move up.
COMMENT
COMMENT
February 8, 2019
These stocks do well in Q4, and NVDA is the momentum player. October to February, this sector outpaces the benchmark return by 28%, coinciding with the semis and tech sectors. But last Q4, this fell along with the whole market. In 2018, this sector hit lows and have since started to emerge higher to find support. He wants this to hold support at $146.02, its 50-day moving average.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
February 8, 2019
These stocks do well in Q4, and NVDA is the momentum player. October to February, this sector outpaces the benchmark return by 28%, coinciding with the semis and tech sectors. But last Q4, this fell along with the whole market. In 2018, this sector hit lows and have since started to emerge higher to find support. He wants this to hold support at $146.02, its 50-day moving average.
Jon Vialoux

Unlock Ratings

Price
$148.170
Owned
Unknown
BUY
BUY
January 22, 2019
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
January 22, 2019
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
COMMENT
COMMENT
November 27, 2018
It's a great company, but not stock. The stock price got ahead of the company, going too far, too fast. Before it fell, it was a very expensive stock. It got hit after missing on earnings.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
November 27, 2018
It's a great company, but not stock. The stock price got ahead of the company, going too far, too fast. Before it fell, it was a very expensive stock. It got hit after missing on earnings.
COMMENT
COMMENT
September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies.

DON'T BUY
DON'T BUY
July 4, 2018

This is a semi-conductor stock that is usually too expensive to own, he thinks. He thinks its peak may have come and it is dangerously over-valued. He would avoid it here.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
July 4, 2018

This is a semi-conductor stock that is usually too expensive to own, he thinks. He thinks its peak may have come and it is dangerously over-valued. He would avoid it here.

TOP PICK
TOP PICK
June 19, 2018

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 19, 2018

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

DON'T BUY
DON'T BUY
June 12, 2018

He thinks it is a quality company. His challenge with it is valuation. He likes it a lot but is waiting for a significant correction.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 12, 2018

He thinks it is a quality company. His challenge with it is valuation. He likes it a lot but is waiting for a significant correction.

BUY WEAKNESS
BUY WEAKNESS
June 1, 2018

It is a semi-chip maker and has extended its runway with the development of self-driving technology. He took profit on it recently. He would buy again at $220. The Graphic Processing Unit business grew by over 130% last year. (Analysts’ price target is $278)

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 1, 2018

It is a semi-chip maker and has extended its runway with the development of self-driving technology. He took profit on it recently. He would buy again at $220. The Graphic Processing Unit business grew by over 130% last year. (Analysts’ price target is $278)

BUY WEAKNESS
BUY WEAKNESS
May 28, 2018

It is a momentum stock and as long as the momentum is with it you want to stay in it. The markets can get irrational. The trend will continue until it doesn’t. There is probably more upside left and you should be a dip buyer in the space.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 28, 2018

It is a momentum stock and as long as the momentum is with it you want to stay in it. The markets can get irrational. The trend will continue until it doesn’t. There is probably more upside left and you should be a dip buyer in the space.

STRONG BUY
STRONG BUY
May 23, 2018

He's bullish in the internet of things like Nvidia (augmented reality, blockchain, etc.) It's a leading stock in a leading sector. Tech shares have pulled back, yet Nvidia is trading at all-time highs. He'd buy this at today's prices. It keeps
beating estimates and has a strong upside.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 23, 2018

He's bullish in the internet of things like Nvidia (augmented reality, blockchain, etc.) It's a leading stock in a leading sector. Tech shares have pulled back, yet Nvidia is trading at all-time highs. He'd buy this at today's prices. It keeps
beating estimates and has a strong upside.

WATCH
WATCH
May 14, 2018

It pulled back. It trades at 53 times, but is one of the best plays for graphics and video games. People go to video games as a sporting event now. He does not go to it but he can get around the Crypto Currency part. He would love a pull back to reassess.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 14, 2018

It pulled back. It trades at 53 times, but is one of the best plays for graphics and video games. People go to video games as a sporting event now. He does not go to it but he can get around the Crypto Currency part. He would love a pull back to reassess.

BUY
BUY
May 10, 2018

Ready to continue to go higher. Making a good run on volume. Breaking through the head and shoulders pattern.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
May 10, 2018

Ready to continue to go higher. Making a good run on volume. Breaking through the head and shoulders pattern.

DON'T BUY
DON'T BUY
May 2, 2018

Excessive valuation. The market is getting ahead of how their chips will be used in AI and cryptocurrencies. He doesn't short or own this. He'd rather buy Qualcomm.

Show full opinionHide full opinion

Excessive valuation. The market is getting ahead of how their chips will be used in AI and cryptocurrencies. He doesn't short or own this. He'd rather buy Qualcomm.

COMMENT
COMMENT
May 1, 2018

It's consolidating. Not a disastrous chart. It may bounce up. If it breaks below the 200-day moving average, then sell. That's his rule.

Show full opinionHide full opinion

It's consolidating. Not a disastrous chart. It may bounce up. If it breaks below the 200-day moving average, then sell. That's his rule.

BUY WEAKNESS
BUY WEAKNESS
March 20, 2018

Has emerged as a leader, even getting into the car space. It will continue. Watch for pullbacks.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
March 20, 2018

Has emerged as a leader, even getting into the car space. It will continue. Watch for pullbacks.

PAST TOP PICK
PAST TOP PICK
February 20, 2018

(A Top Pick Feb. 27/17, Up 139%) Bought it because he was looking for something outside FAANG space. Little did he know this has become a crypto and AI play, like self-driving cars. But the problem now is how do they improve on this? Number looks great across the board.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
February 20, 2018

(A Top Pick Feb. 27/17, Up 139%) Bought it because he was looking for something outside FAANG space. Little did he know this has become a crypto and AI play, like self-driving cars. But the problem now is how do they improve on this? Number looks great across the board.

HOLD
HOLD
February 2, 2018

Done a great job. Invested a lot more capital in the busines, up to $9 billion with a 22% ROIC, but it's getting stretched. He's on the fence, but hold. Warning: it's not cheap. A good company overall.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
February 2, 2018

Done a great job. Invested a lot more capital in the busines, up to $9 billion with a 22% ROIC, but it's getting stretched. He's on the fence, but hold. Warning: it's not cheap. A good company overall.

Matt Kacur

Unlock Ratings

Price
$233.520
Owned
Unknown
DON'T BUY
DON'T BUY
January 4, 2018

It has been a fabulous stock. He thinks it reached full value. You can’t confuse a great company and a great stock. This one has run up pretty fast.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
January 4, 2018

It has been a fabulous stock. He thinks it reached full value. You can’t confuse a great company and a great stock. This one has run up pretty fast.

COMMENT
COMMENT
December 22, 2017

-Chart shows a steady climb, with a recent pullback to about $180. You don't want to see it get below $180. This looks pretty positive with some of the indicators starting to turn up.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
December 22, 2017

-Chart shows a steady climb, with a recent pullback to about $180. You don't want to see it get below $180. This looks pretty positive with some of the indicators starting to turn up.

COMMENT
COMMENT
December 13, 2017

This is at the centre of a number of really important long-term themes, machine learning, augmented reality, automated driving and Bitcoin. This is a stock that does correct. Semiconductors as a whole have pulled back over the last 2 weeks. Believes this is just a bit of year-end positioning. Feels the long-term trend in the stock is intact. This is trading at $187, and would take a break of $160 for him to get concerned.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
December 13, 2017

This is at the centre of a number of really important long-term themes, machine learning, augmented reality, automated driving and Bitcoin. This is a stock that does correct. Semiconductors as a whole have pulled back over the last 2 weeks. Believes this is just a bit of year-end positioning. Feels the long-term trend in the stock is intact. This is trading at $187, and would take a break of $160 for him to get concerned.

COMMENT
COMMENT
November 7, 2017

A pretty toppy time for this stock. Technically it looks fine, and fundamentals underpin it. If you can get into this now and want to play it as a trend, be very, very careful. The company looks like it is still putting up 15%-20% growth numbers. As long as they are doing that, you are going to have an elevated PE and a somewhat justifiable valuation. When these things break, it is going to be pretty violent.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
November 7, 2017

A pretty toppy time for this stock. Technically it looks fine, and fundamentals underpin it. If you can get into this now and want to play it as a trend, be very, very careful. The company looks like it is still putting up 15%-20% growth numbers. As long as they are doing that, you are going to have an elevated PE and a somewhat justifiable valuation. When these things break, it is going to be pretty violent.

DON'T BUY
DON'T BUY
October 30, 2017

They had significant amount of success. He does not feel it will grow faster than people think it will so he stays on the sidelines. Expectations are very high and it is reflected in the market.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
October 30, 2017

They had significant amount of success. He does not feel it will grow faster than people think it will so he stays on the sidelines. Expectations are very high and it is reflected in the market.

BUY
BUY
October 18, 2017

This has been the poster child for augmented reality, machine learning and gaming. All 3 areas are big secular growth areas. You pay up for the best company in that sector.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
October 18, 2017

This has been the poster child for augmented reality, machine learning and gaming. All 3 areas are big secular growth areas. You pay up for the best company in that sector.

COMMENT
COMMENT
October 11, 2017

He exited his position on a pullback this summer. Thought it couldn’t go any higher, but regrets selling it. They seem to be in the right place at the right time, and seemed to be in everything for the last 2 years. Their latest craze is there foray into autonomous driving. Have even signed a big deal with DHL in Europe in autonomous delivery trucks. Seems to be in the right place in a lot of different areas.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
October 11, 2017

He exited his position on a pullback this summer. Thought it couldn’t go any higher, but regrets selling it. They seem to be in the right place at the right time, and seemed to be in everything for the last 2 years. Their latest craze is there foray into autonomous driving. Have even signed a big deal with DHL in Europe in autonomous delivery trucks. Seems to be in the right place in a lot of different areas.

STRONG BUY
STRONG BUY
September 21, 2017

It is in the center of a couple of structural changes taking place in the world’s economy. One is artificial intelligence and autonomous driving and the other is augmented reality. Breadth within the semiconductor industry is expanding. The multiples are expanding. This is a leader in the group. It broke out recently – a nice break out, and then pulled back over the last couple of days. There are always shakes in these types of stocks. This is a great entry point.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
September 21, 2017