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GOOGL·1 day agoAlphabet Inc. remains one of the most strategically positioned mega-cap platforms globally.

This article is encouraging for investors. However, it does not provide: Evidence of AI monetization, Evidence of CapEx productivity, Evidence of Cloud margin expansionl, Evidence of Search stability under AI pressure, It is strategic positioning and not fundamental inflection.

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NVDA·5 months agoNot a Bubble, But the "Industrial Revolution 4.0" Engine

I like this article. I understand that NVDA offers a very high probabilty of soaring returns and many analysts have set its fair value between $200 - $240.

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NVDA·6 months agoThe AI Infrastructure Giant Grows Into Its Valuation

"With 60%+ revenue growth, 73% gross margins, fortress-like financial strength, and market-leading products, NVIDIA has earned its valuation." I agree with this statement. However, I still feel like the stock is being kept artificially low by speculators and short sellers claiming that NVDA might not meet its sales and profit targets.

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NVDA·6 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

I am sorry for the abbreviations. I am always in a hurry ( Works + Home + Ranch, etc...).

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NVDA·6 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

That’s the view of Susquehanna’s Christopher Rolland, who wrote positively about Nvidia NVDA -4.01% That’s the view of Susquehanna’s Christopher Rolland, who wrote positively about Nvidia NVDA -4.00% Accordong to the view of Susquehanna’s Christopher Rolland, who wrote positively about Nvidia (Currently down to $186.20), ahead of Wednesday’s earnings report. Plans for growing capital expenditures by hyperscalers should support artificial-intelligence demand, he said, as the five major hyperscale...

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NVDA·6 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

- Even though the narrative is strong, there are several risks to be mindful. - From a valuation perspective, they help justify a premium multiple relative to peers.

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NVDA·6 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

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NVDA·6 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

Based on the last few days and compd ared to the other stcos in ,my portofolio, NVDA is too volatile - rollercoaster. By the end of today, NVDA has given back almost all the gains of last week.

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NDAQ·7 months agoMomentum in Technology and AWS Collaboration Will Drive Broader Market Transformation

I prefer when an analyst readjust a price target, he should also give us a time frame for this target.

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