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 ...
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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.
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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.
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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.
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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.
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Nvidia Corp (NVDA-Q)
November 13, 2019
A tech supplier? You could look to AI producers, like AMD or NVDA.
Kim Bolton

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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.
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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.
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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.
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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.
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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

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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.
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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.
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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.
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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.
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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.

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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.
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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.
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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.
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