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2022-04-29

I know of a family office who is looking for a full time fund manager. anyone in this community who knows of someone who is keen to have a discussion?

@Daily_Discussion:🔥[28th Apr]Trading plans that you can't miss from Tiger users

02-01 14:54

I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case.

Nvidia: Why I Am Doubling Down On The DeepSeek Selloff

2023-07-27

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Nvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)

2024-02-14

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Here's Why Cathie Wood Can't Stop Buying Tesla

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The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case. &nbsp;","listText":"I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not&nbsp;successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case. &nbsp;","text":"I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398756033454600","repostId":"1120625009","repostType":2,"repost":{"id":"1120625009","kind":"news","pubTimestamp":1738376556,"share":"https://ttm.financial/m/news/1120625009?lang=&edition=fundamental","pubTime":"2025-02-01 10:22","market":"us","language":"en","title":"Nvidia: Why I Am Doubling Down On The DeepSeek Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1120625009","media":"Seeking Alpha","summary":"Nvidia Corporation's stock dropped 17% due to DeepSeek's AI model, but this is a buying opportunity given Nvidia's strong sales and AI GPU demand.DeepSeek's cheaper AI model caused market fear, but Nv","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock dropped 17% due to DeepSeek&#39;s AI model, but this is a buying opportunity given Nvidia&#39;s strong sales and AI GPU demand.</p></li><li><p>DeepSeek&#39;s cheaper AI model caused market fear, but Nvidia&#39;s advanced chips remain essential for U.S. companies, ensuring continued high demand.</p></li><li><p>Nvidia&#39;s sales surged 430% last year, and despite DeepSeek, its data center business and AI GPU demand will drive future growth.</p></li><li><p>Nvidia&#39;s profit multiple contraction is an overreaction; NVDA investors should capitalize on the current low price, as Nvidia remains a market leader.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/966eb37394e6456ae039ecc808cbe3c0\" alt=\"Nvidia Corporation building in Taipei, Taiwan.\" title=\"Nvidia Corporation building in Taipei, Taiwan.\" tg-width=\"750\" tg-height=\"500\"/><span>Nvidia Corporation building in Taipei, Taiwan.</span></p><p></p><p>The AI and semiconductor market has been thrown into turmoil this week by revelations made by Chinese artificial intelligence startup DeepSeek (DEEPSEEK) that is utilizing open-source technology to run large-language models.</p><p>The stock price of <strong>Nvidia Corporation (NVDA) </strong>tumbled 17% in response on Monday and dragged the entire semiconductor market down with it. I think that the market is reacting a bit hysterically here, and I consider the price correction for Nvidia to be a golden buying opportunity.</p><p>In my last piece on Nvidia, I made the case for the AI GPU king. I pointed to the company’s strong sales trajectory, growing demand for semiconductors that can handle AI workloads, as well as the opportunity for AI GPU cluster up-scaling.</p><p>The last reason, cluster up-scaling, relates to the growing numbers of GPUs that are (and will be) included by hyperscalers in clusters to train large-language models.</p><p>In my view, the DeepSeek controversy is an opportunity to use surging market fear to your advantage, and I think that the fundamental investment thesis for Nvidia is still pretty much intact.</p><h2 id=\"id_3768535198\">DeepSeek-Driven AI Crash Creates Opportunity</h2><p>Nvidia continues to see skyrocketing demand for its GPUs that are needed to train and run large-language models, or LLMs. These AI GPUs underpin chatbots like the ones developed by OpenAI, <strong>Meta Platforms Inc. (META),</strong> or Elon Musk’s X.</p><p>DeepSeek is an artificial intelligence startup in China that utilizes open-source technology and develops similar chatbots. The Chinese company made waves this week as the company revealed its chatbot, which apparently has been built at a cost of $6 million based on the open source DeepSeek-V3 model.</p><p>While the price tag has not yet been independently verified, as I understand it, the mere appearance of a potentially cheaper path to train large-language models has sent shockwaves through the markets earlier this week. A case in point is Nvidia, which lost $600 billion in market valuation just on the back of the DeepSeek news.</p><p>The fear here is that the AI market could now transition to a new kind of low-cost model that forces companies to downscale their AI investments. This would obviously be a setback for companies that have made aggressive wagers on GPUs, such as Nvidia.</p><p>According to the news, DeepSeek’s chatbot rivals OpenAI&#39;s ChatGPT or Meta&#39;s Llama 3.1 in terms of performance, with a main focus on possible cost savings. Tom’s Hardware illustrated that:</p><blockquote><p>DeepSeek trained its DeepSeek-V3 Mixture-of-Experts (MoE) language model with 671 billion parameters using a cluster containing 2,048 Nvidia H800 GPUs in just two months, which means 2.8 million GPU hours, according to its paper. For comparison, it took Meta 11 times more compute power (30.8 million GPU hours) to train its Llama 3 with 405 billion parameters using a cluster containing 16,384 H100 GPUs over the course of 54 days.</p></blockquote><p>The intrigue about DeepSeek’s R1 model is that it lowers computational costs related to each prompt. This means it could, possibly, offer a way for companies to train AI models by shortening training times as well as reducing the need for less compute power.</p><p>With that said, it is unlikely that U.S. companies will want to base their AI infrastructure on Chinese technology, and they are still going to need Nvidia’s advanced chips to power their data centers.</p><p>I think the most probable outcome is that the race for supremacy in the AI realm is accelerating and possibly opening up a door for lower-cost AI to develop. What I don’t think is going to change is the big upswing in GPU volumes that will be needed to run either U.S. or Chinese AI models.</p><h2 id=\"id_2394881318\">DeepSeek Is Likely Not Going To Have A Substantial Impact On Nvidia’s Sales</h2><p>Nvidia experienced an unprecedented sales surge in the first nine months of last year: The chip company produced $80 billion in sales in the first three quarters of its 2025 financial year.</p><p>Sales in the first nine months of the year were up more than 430% over Nvidia’s entire sales in 2023, and the chip company still has another quarter to go.</p><p>Most likely, Nvidia has ended the 2025 financial year with a total sales volume somewhere in the $120 billion ballpark and more growth awaits the AI GPU king this year (Nvidia’s 2026 financial year).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082c4dac8a9847406601463c1fd6362c\" alt=\"Revenue\" title=\"Revenue\" tg-width=\"640\" tg-height=\"473\"/><span>Revenue</span></p><p></p><p>In the short-and medium-term, DeepSeek is likely not have a substantial impact on Nvidia’s data center business and sales upsurge as companies continue to spend a boatload of money to fix their immediate need for more AI compute.</p><p>Nvidia’s advanced chips engineered for AI workloads are therefore going to remain in high demand, which in turn should equate to considerable volume growth and higher operating income. Nvidia’s operating income has already skyrocketed with more growth anticipated thanks to the launch of Nvidia’s latest GPU, the Blackwell.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3373471a56a5ddc638309fd0fc8ea59a\" alt=\"Operating Income\" title=\"Operating Income\" tg-width=\"640\" tg-height=\"249\"/><span>Operating Income</span></p><p></p><h2 id=\"id_3936383752\">Nvidia’s P/E Correction Is A Buying Opportunity</h2><p>The DeepSeek controversy has sent shockwaves through the AI and semiconductor markets. This led to big declines in the stock prices of pretty much every artificial intelligence company, including Nvidia, Advanced Micro Devices (AMD), Micron Technology (MU), Broadcom (AVGO) and ASML Holding N.V. (ASML).</p><p>In the short term, semi valuations might remain under pressure as investors try to assess the impact of DeepSeek’s AI model on GPU demand, but Nvidia has a solidly reliable history of innovation. Nvidia, for example, is developing a cloud-native development platform, known as Enterprise AI, which helps companies deploy generative AI applications at scale.</p><p>Nvidia is selling for a leading profit multiple of 28x, whereas Advanced Micro Devices’ multiple is down to 23x. Nvidia is anticipated to produce an impressive 51% jump in profits this year, and the GPU company is probably still going to sell a lot more advanced chips in the future than it is now. The good news is that investors can now grab Nvidia out of the bargain bin, as did I at $117, at a hugely improved risk/reward trade-off.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad154bb1ece865633775297dff9ad222\" alt=\"Earnings Estimate\" title=\"Earnings Estimate\" tg-width=\"640\" tg-height=\"198\"/><span>Earnings Estimate</span></p><p></p><h2 id=\"id_4059862826\">Why The Investment Thesis Might Be More Risky Now</h2><p>DeepSeek does not pose a fundamental challenge to either Nvidia’s business model, or its strong position in the data center market, in my view. Nvidia is poised to continue to grow, mainly in data center GPUs, which are needed to support the broad application of AI products.</p><p>With that said, the pace of technological innovation is poised to kick into high gear now and China has demonstrated that it can be competitive in the market for AI models.</p><p>Though it may get more challenging for people to keep up with new developments in the AI market, to read an existential challenge into DeepSeek is probably exaggerated.</p><p>On the flip side, should China prove that it can provide competitive AI products without the need for billions of dollars of investments in the most advanced chips, then Nvidia might see growing pressure on its market share.</p><h2 id=\"id_4046736851\">My Conclusion</h2><p>Nvidia is growing its data center business via the latest Blackwell GPU, a leading, next-gen AI-oriented semiconductor chip that is meant to accelerate the handling of AI workloads.</p><p>DeepSeek might be a promising innovation, but the need for AI GPUs is not going to go away and should not in any meaningful way curtail Nvidia’s market potential in this burgeoning segment. Nvidia owns more than 90% of the GPU market, which firmly establishes the company as the ultimate leader in the data center industry.</p><p>Nvidia’s profit multiple has contracted by a good 20% compared to last week, thanks to DeepSeek rattling U.S. investors about the potential emergence of lower-cost AI models. I think that the drastic decline in Nvidia’s profit multiple indicates an elevated level of fear that investors should take advantage of. Once investors are more level-headed, I think there is a good chance that investors will drive a re-rating of Nvidia’s stock.</p><p>Chances are that the DeepSeek controversy is not going to have an overly dramatic impact on any of the U.S.’s leading chip companies, including Nvidia. The company’s sales potential should not be affected either as demand for GPUs, with or without DeepSeek, is only going to increase moving forward.</p><p>Nvidia is at the top of its industry for a reason, as it has proven itself as an AI pioneer itself. Thus, I think Nvidia deserves the benefit of the doubt and I recommend doubling down on the crash.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Why I Am Doubling Down On The DeepSeek Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Why I Am Doubling Down On The DeepSeek Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-01 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753847-nvidia-why-i-am-doubling-down-on-the-deepseek-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock dropped 17% due to DeepSeek's AI model, but this is a buying opportunity given Nvidia's strong sales and AI GPU demand.DeepSeek's cheaper AI model caused market fear, but ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753847-nvidia-why-i-am-doubling-down-on-the-deepseek-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4753847-nvidia-why-i-am-doubling-down-on-the-deepseek-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120625009","content_text":"Nvidia Corporation's stock dropped 17% due to DeepSeek's AI model, but this is a buying opportunity given Nvidia's strong sales and AI GPU demand.DeepSeek's cheaper AI model caused market fear, but Nvidia's advanced chips remain essential for U.S. companies, ensuring continued high demand.Nvidia's sales surged 430% last year, and despite DeepSeek, its data center business and AI GPU demand will drive future growth.Nvidia's profit multiple contraction is an overreaction; NVDA investors should capitalize on the current low price, as Nvidia remains a market leader.Nvidia Corporation building in Taipei, Taiwan.The AI and semiconductor market has been thrown into turmoil this week by revelations made by Chinese artificial intelligence startup DeepSeek (DEEPSEEK) that is utilizing open-source technology to run large-language models.The stock price of Nvidia Corporation (NVDA) tumbled 17% in response on Monday and dragged the entire semiconductor market down with it. I think that the market is reacting a bit hysterically here, and I consider the price correction for Nvidia to be a golden buying opportunity.In my last piece on Nvidia, I made the case for the AI GPU king. I pointed to the company’s strong sales trajectory, growing demand for semiconductors that can handle AI workloads, as well as the opportunity for AI GPU cluster up-scaling.The last reason, cluster up-scaling, relates to the growing numbers of GPUs that are (and will be) included by hyperscalers in clusters to train large-language models.In my view, the DeepSeek controversy is an opportunity to use surging market fear to your advantage, and I think that the fundamental investment thesis for Nvidia is still pretty much intact.DeepSeek-Driven AI Crash Creates OpportunityNvidia continues to see skyrocketing demand for its GPUs that are needed to train and run large-language models, or LLMs. These AI GPUs underpin chatbots like the ones developed by OpenAI, Meta Platforms Inc. (META), or Elon Musk’s X.DeepSeek is an artificial intelligence startup in China that utilizes open-source technology and develops similar chatbots. The Chinese company made waves this week as the company revealed its chatbot, which apparently has been built at a cost of $6 million based on the open source DeepSeek-V3 model.While the price tag has not yet been independently verified, as I understand it, the mere appearance of a potentially cheaper path to train large-language models has sent shockwaves through the markets earlier this week. A case in point is Nvidia, which lost $600 billion in market valuation just on the back of the DeepSeek news.The fear here is that the AI market could now transition to a new kind of low-cost model that forces companies to downscale their AI investments. This would obviously be a setback for companies that have made aggressive wagers on GPUs, such as Nvidia.According to the news, DeepSeek’s chatbot rivals OpenAI's ChatGPT or Meta's Llama 3.1 in terms of performance, with a main focus on possible cost savings. Tom’s Hardware illustrated that:DeepSeek trained its DeepSeek-V3 Mixture-of-Experts (MoE) language model with 671 billion parameters using a cluster containing 2,048 Nvidia H800 GPUs in just two months, which means 2.8 million GPU hours, according to its paper. For comparison, it took Meta 11 times more compute power (30.8 million GPU hours) to train its Llama 3 with 405 billion parameters using a cluster containing 16,384 H100 GPUs over the course of 54 days.The intrigue about DeepSeek’s R1 model is that it lowers computational costs related to each prompt. This means it could, possibly, offer a way for companies to train AI models by shortening training times as well as reducing the need for less compute power.With that said, it is unlikely that U.S. companies will want to base their AI infrastructure on Chinese technology, and they are still going to need Nvidia’s advanced chips to power their data centers.I think the most probable outcome is that the race for supremacy in the AI realm is accelerating and possibly opening up a door for lower-cost AI to develop. What I don’t think is going to change is the big upswing in GPU volumes that will be needed to run either U.S. or Chinese AI models.DeepSeek Is Likely Not Going To Have A Substantial Impact On Nvidia’s SalesNvidia experienced an unprecedented sales surge in the first nine months of last year: The chip company produced $80 billion in sales in the first three quarters of its 2025 financial year.Sales in the first nine months of the year were up more than 430% over Nvidia’s entire sales in 2023, and the chip company still has another quarter to go.Most likely, Nvidia has ended the 2025 financial year with a total sales volume somewhere in the $120 billion ballpark and more growth awaits the AI GPU king this year (Nvidia’s 2026 financial year).RevenueIn the short-and medium-term, DeepSeek is likely not have a substantial impact on Nvidia’s data center business and sales upsurge as companies continue to spend a boatload of money to fix their immediate need for more AI compute.Nvidia’s advanced chips engineered for AI workloads are therefore going to remain in high demand, which in turn should equate to considerable volume growth and higher operating income. Nvidia’s operating income has already skyrocketed with more growth anticipated thanks to the launch of Nvidia’s latest GPU, the Blackwell.Operating IncomeNvidia’s P/E Correction Is A Buying OpportunityThe DeepSeek controversy has sent shockwaves through the AI and semiconductor markets. This led to big declines in the stock prices of pretty much every artificial intelligence company, including Nvidia, Advanced Micro Devices (AMD), Micron Technology (MU), Broadcom (AVGO) and ASML Holding N.V. (ASML).In the short term, semi valuations might remain under pressure as investors try to assess the impact of DeepSeek’s AI model on GPU demand, but Nvidia has a solidly reliable history of innovation. Nvidia, for example, is developing a cloud-native development platform, known as Enterprise AI, which helps companies deploy generative AI applications at scale.Nvidia is selling for a leading profit multiple of 28x, whereas Advanced Micro Devices’ multiple is down to 23x. Nvidia is anticipated to produce an impressive 51% jump in profits this year, and the GPU company is probably still going to sell a lot more advanced chips in the future than it is now. The good news is that investors can now grab Nvidia out of the bargain bin, as did I at $117, at a hugely improved risk/reward trade-off.Earnings EstimateWhy The Investment Thesis Might Be More Risky NowDeepSeek does not pose a fundamental challenge to either Nvidia’s business model, or its strong position in the data center market, in my view. Nvidia is poised to continue to grow, mainly in data center GPUs, which are needed to support the broad application of AI products.With that said, the pace of technological innovation is poised to kick into high gear now and China has demonstrated that it can be competitive in the market for AI models.Though it may get more challenging for people to keep up with new developments in the AI market, to read an existential challenge into DeepSeek is probably exaggerated.On the flip side, should China prove that it can provide competitive AI products without the need for billions of dollars of investments in the most advanced chips, then Nvidia might see growing pressure on its market share.My ConclusionNvidia is growing its data center business via the latest Blackwell GPU, a leading, next-gen AI-oriented semiconductor chip that is meant to accelerate the handling of AI workloads.DeepSeek might be a promising innovation, but the need for AI GPUs is not going to go away and should not in any meaningful way curtail Nvidia’s market potential in this burgeoning segment. Nvidia owns more than 90% of the GPU market, which firmly establishes the company as the ultimate leader in the data center industry.Nvidia’s profit multiple has contracted by a good 20% compared to last week, thanks to DeepSeek rattling U.S. investors about the potential emergence of lower-cost AI models. I think that the drastic decline in Nvidia’s profit multiple indicates an elevated level of fear that investors should take advantage of. Once investors are more level-headed, I think there is a good chance that investors will drive a re-rating of Nvidia’s stock.Chances are that the DeepSeek controversy is not going to have an overly dramatic impact on any of the U.S.’s leading chip companies, including Nvidia. The company’s sales potential should not be affected either as demand for GPUs, with or without DeepSeek, is only going to increase moving forward.Nvidia is at the top of its industry for a reason, as it has proven itself as an AI pioneer itself. Thus, I think Nvidia deserves the benefit of the doubt and I recommend doubling down on the crash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273848772559112,"gmtCreate":1707895405044,"gmtModify":1707897899193,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273848772559112","repostId":"2411364493","repostType":2,"repost":{"id":"2411364493","kind":"highlight","pubTimestamp":1707881563,"share":"https://ttm.financial/m/news/2411364493?lang=&edition=fundamental","pubTime":"2024-02-14 11:32","market":"us","language":"en","title":"Here's Why Cathie Wood Can't Stop Buying Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2411364493","media":"Motley Fool","summary":"The much-followed investor is optimistic about Tesla despite recent market challenges.","content":"<html><head></head><body><ul style=\"\"><li><p>Following an underwhelming earnings report from Tesla, Ark Invest funds bought shares on the dip.</p></li><li><p>The bullish stance on Tesla revolves around its advancements in artificial intelligence, particularly in autonomous driving.</p></li><li><p>Tesla&#39;s AI initiatives extend beyond robotaxis with its humanoid robot and supercomputer.</p></li></ul><p>The day after a lackluster fourth-quarter and full-year 2023 earnings report, <strong>Tesla</strong> shares slid 12% on Jan. 25, and currently remain more than 50% off of highs. With macroeconomic headwinds forming and limited growth in the electric vehicle industry expected in the near term, Tesla investors are having to readjust expectations for the first time in a while.</p><p>But not popular investor Cathie Wood. Treating the sell-off as a buying opportunity, the funds of the Ark Invest CEO scooped up around 377,000 shares, good enough to bring  Ark&#39;s total position up to a value of $796 million and around 6% of its entire portfolio.</p><p>While Tesla&#39;s success in the electric vehicle industry aligns perfectly with Ark Invest&#39;s strategy of investing in disruptive and innovative companies, it probably isn&#39;t why Wood went on the recent buying spree. The real reason boils down to one thing: artificial intelligence (AI).</p><p>As Wood plainly put it in a November 2023 interview on CNBC, Tesla is the &#34;biggest AI play&#34; on the market today. But what does that really mean? With a deeper exploration, it becomes abundantly clear why Wood and other AI enthusiasts are so bullish on Tesla, CEO Elon Musk, and the company&#39;s various AI frontiers.</p><h2 id=\"id_1822898462\">The taxis that drive themselves</h2><p>Wood&#39;s enthusiasm regarding Tesla&#39;s AI future is primarily related to autonomous driving. Even though the technology has yet to completely replace drivers, Tesla achieved a major breakthrough in 2023. Previously, Tesla software engineers would code in responses for vehicles to make, but now the vehicle&#39;s course of action is determined by artificial intelligence neural networks that learn to drive just like you and me. The breakthrough holds the potential to scale development of the full-self driving software much faster and efficiently since humans are no longer needed to hardcode individual responses.</p><p>Once full autonomy is reached, a reality Musk sees happening by late 2025, Musk aims to launch a robotaxi business where users can hail rides from self-driving vehicles. Citing what he has called &#34;quasi-infinite&#34; demand, Musk believes the successful launch of a robotaxi fleet will be a moment talked about 100 years from now. While at times eccentric in his thinking, Musk isn&#39;t alone in the belief that robotaxis could transform society and spur financial growth for the company.</p><p>Conducting a Monte Carlo simulation that used computer algorithms to predict a range of potential outcomes based on mix of possible variables, analysts from Ark Invest attempted to quantify the impact a robotaxi business could have on Tesla&#39;s bottom line. Based on the results, Ark Invest projected in April 2023 that robotaxis could eventually account for 44% of total revenue and help push the company past the $1 trillion revenue mark, nearly a 4,000% increase from today. Should that estimate become reality, Tesla could reach $2,000 per share, a far cry from current prices of around $190.</p><p>These numbers may sound astronomical, but that doesn&#39;t mean they should be dismissed. One of the primary reasons Wood and her team think robotaxis could generate significant revenue lies in the assumption that a robotaxi business would operate similarly to software-as-a-service (SaaS) products.</p><p>Like SaaS business models, Tesla&#39;s primary expense with a robotaxi fleet would be maintenance and upkeep of the software. With a lack of expenses related to hardware or materials, Tesla&#39;s robotaxis could achieve SaaS-like margins of greater than 75%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56634e56a8dac9f9aafbd9918586cf13\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_843107590\">Building the robot of the future</h2><p>While Wood thinks that robotaxis hold the most potential for Tesla in the near to mid term, she hasn&#39;t yet ruled out the long-term potential that its humanoid robot, Optimus, could bring in the future.</p><p>Optimus is primarily designed to take over hazardous or repetitive tasks that are currently performed by humans and holds the potential to disrupt labor markets across several industries. With plans to implement the robot in Tesla factories and test its capabilities on the EV assembly line, Musk expects that with continued refinement, Optimus will be available for purchase by customers in 2025.</p><p>As with autonomous driving technology, there is still room for improvement, but advancements are progressing. In October 2023, Tesla unveiled the newly revamped second generation of Optimus, which moves 30% faster, boasts more fluid body control, has tactile sensing on all fingers, and weighs 20 pounds less.</p><p>With the humanoid robotic market projected to grow from $1.8 billion to more than $13.8 billion by 2028, the successful development of Optimus could expose Tesla to another lucrative source of revenue. Should the current trajectory be maintained, Musk has said he foresees a day when Optimus accounts for the &#34;majority of Tesla&#39;s long-term value.&#34; </p><h2 id=\"id_1838828134\">Tesla&#39;s secret weapon</h2><p>Wood&#39;s optimism for Tesla&#39;s AI future goes deeper than just the results of a Monte Carlo simulation or Musk&#39;s wishful thinking. Unlike other companies developing AI business models, Tesla has a secret weapon that gives it an advantage: its supercomputer Dojo.</p><p>Developed in-house by Tesla engineers, Dojo provides the computing power to process millions of hours of driving data from its vehicles around the world. Designed specifically for AI applications, Dojo is then used to train visual AI models used in self-driving software.</p><p>Since its official revealing in August 2021, Dojo&#39;s capabilities have only increased with time, a trend that will likely continue. Musk intends to make Dojo the most powerful supercomputer in the world by Q4 2024, with plans to invest more than $1 billion into its development in the next year.</p><p>Recognizing Dojo&#39;s importance and growing capabilities, Wood believes that the supercomputer &#34;will increase the odds that Tesla will be the first to roll out a nationwide autonomous taxi platform.&#34; Only time will tell, but on its current trajectory, and given Musk&#39;s track record of following through on goals (even if deadlines are overly ambitious), the stars are aligning for Tesla to become the global leader in AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Cathie Wood Can't Stop Buying Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Cathie Wood Can't Stop Buying Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-14 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/13/heres-why-cathie-wood-cant-stop-buying-this-artifi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following an underwhelming earnings report from Tesla, Ark Invest funds bought shares on the dip.The bullish stance on Tesla revolves around its advancements in artificial intelligence, particularly ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/13/heres-why-cathie-wood-cant-stop-buying-this-artifi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4587":"ChatGPT概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4544":"ARK ETF合集","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0823414478.USD":"法巴经典能源转换基金","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4528":"SaaS概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://www.fool.com/investing/2024/02/13/heres-why-cathie-wood-cant-stop-buying-this-artifi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411364493","content_text":"Following an underwhelming earnings report from Tesla, Ark Invest funds bought shares on the dip.The bullish stance on Tesla revolves around its advancements in artificial intelligence, particularly in autonomous driving.Tesla's AI initiatives extend beyond robotaxis with its humanoid robot and supercomputer.The day after a lackluster fourth-quarter and full-year 2023 earnings report, Tesla shares slid 12% on Jan. 25, and currently remain more than 50% off of highs. With macroeconomic headwinds forming and limited growth in the electric vehicle industry expected in the near term, Tesla investors are having to readjust expectations for the first time in a while.But not popular investor Cathie Wood. Treating the sell-off as a buying opportunity, the funds of the Ark Invest CEO scooped up around 377,000 shares, good enough to bring  Ark's total position up to a value of $796 million and around 6% of its entire portfolio.While Tesla's success in the electric vehicle industry aligns perfectly with Ark Invest's strategy of investing in disruptive and innovative companies, it probably isn't why Wood went on the recent buying spree. The real reason boils down to one thing: artificial intelligence (AI).As Wood plainly put it in a November 2023 interview on CNBC, Tesla is the \"biggest AI play\" on the market today. But what does that really mean? With a deeper exploration, it becomes abundantly clear why Wood and other AI enthusiasts are so bullish on Tesla, CEO Elon Musk, and the company's various AI frontiers.The taxis that drive themselvesWood's enthusiasm regarding Tesla's AI future is primarily related to autonomous driving. Even though the technology has yet to completely replace drivers, Tesla achieved a major breakthrough in 2023. Previously, Tesla software engineers would code in responses for vehicles to make, but now the vehicle's course of action is determined by artificial intelligence neural networks that learn to drive just like you and me. The breakthrough holds the potential to scale development of the full-self driving software much faster and efficiently since humans are no longer needed to hardcode individual responses.Once full autonomy is reached, a reality Musk sees happening by late 2025, Musk aims to launch a robotaxi business where users can hail rides from self-driving vehicles. Citing what he has called \"quasi-infinite\" demand, Musk believes the successful launch of a robotaxi fleet will be a moment talked about 100 years from now. While at times eccentric in his thinking, Musk isn't alone in the belief that robotaxis could transform society and spur financial growth for the company.Conducting a Monte Carlo simulation that used computer algorithms to predict a range of potential outcomes based on mix of possible variables, analysts from Ark Invest attempted to quantify the impact a robotaxi business could have on Tesla's bottom line. Based on the results, Ark Invest projected in April 2023 that robotaxis could eventually account for 44% of total revenue and help push the company past the $1 trillion revenue mark, nearly a 4,000% increase from today. Should that estimate become reality, Tesla could reach $2,000 per share, a far cry from current prices of around $190.These numbers may sound astronomical, but that doesn't mean they should be dismissed. One of the primary reasons Wood and her team think robotaxis could generate significant revenue lies in the assumption that a robotaxi business would operate similarly to software-as-a-service (SaaS) products.Like SaaS business models, Tesla's primary expense with a robotaxi fleet would be maintenance and upkeep of the software. With a lack of expenses related to hardware or materials, Tesla's robotaxis could achieve SaaS-like margins of greater than 75%.Image source: Getty Images.Building the robot of the futureWhile Wood thinks that robotaxis hold the most potential for Tesla in the near to mid term, she hasn't yet ruled out the long-term potential that its humanoid robot, Optimus, could bring in the future.Optimus is primarily designed to take over hazardous or repetitive tasks that are currently performed by humans and holds the potential to disrupt labor markets across several industries. With plans to implement the robot in Tesla factories and test its capabilities on the EV assembly line, Musk expects that with continued refinement, Optimus will be available for purchase by customers in 2025.As with autonomous driving technology, there is still room for improvement, but advancements are progressing. In October 2023, Tesla unveiled the newly revamped second generation of Optimus, which moves 30% faster, boasts more fluid body control, has tactile sensing on all fingers, and weighs 20 pounds less.With the humanoid robotic market projected to grow from $1.8 billion to more than $13.8 billion by 2028, the successful development of Optimus could expose Tesla to another lucrative source of revenue. Should the current trajectory be maintained, Musk has said he foresees a day when Optimus accounts for the \"majority of Tesla's long-term value.\" Tesla's secret weaponWood's optimism for Tesla's AI future goes deeper than just the results of a Monte Carlo simulation or Musk's wishful thinking. Unlike other companies developing AI business models, Tesla has a secret weapon that gives it an advantage: its supercomputer Dojo.Developed in-house by Tesla engineers, Dojo provides the computing power to process millions of hours of driving data from its vehicles around the world. Designed specifically for AI applications, Dojo is then used to train visual AI models used in self-driving software.Since its official revealing in August 2021, Dojo's capabilities have only increased with time, a trend that will likely continue. Musk intends to make Dojo the most powerful supercomputer in the world by Q4 2024, with plans to invest more than $1 billion into its development in the next year.Recognizing Dojo's importance and growing capabilities, Wood believes that the supercomputer \"will increase the odds that Tesla will be the first to roll out a nationwide autonomous taxi platform.\" Only time will tell, but on its current trajectory, and given Musk's track record of following through on goals (even if deadlines are overly ambitious), the stars are aligning for Tesla to become the global leader in AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202434508210392,"gmtCreate":1690437244731,"gmtModify":1690438106173,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202434508210392","repostId":"2354655057","repostType":2,"repost":{"id":"2354655057","kind":"highlight","pubTimestamp":1690435061,"share":"https://ttm.financial/m/news/2354655057?lang=&edition=fundamental","pubTime":"2023-07-27 13:17","market":"us","language":"en","title":"Nvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2354655057","media":"seekingalpha","summary":"I was long Nvidia in the initial stages of the rally, and regrettably, I took profits in this stock too soon. However, I got blindsided by Nvidia's rollercoaster ride of crashing profitability, the rapid revenue increase, and the blowout Q2 revenue guidance of 53%. Despite Nvidia's overheated technical image, its stock price should continue appreciating long-term. The Market Was Very Wrong on Nvidia  It seems ludicrous that Nvidia crashed to the $100-120 range about nine months ago. Its stock is around $450 now, and it's challenging to comprehend that a stock of this ultra-high quality got so drastically oversold during the b","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebaf34d41fe0c4b791ed404fd8f152\" tg-width=\"750\" tg-height=\"494\"/></p><p>In May, <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) provided one of the most outstanding earnings announcements ever. Nvidia delivered approximately $7.2 billion in revenues vs. the expected $6.52 billion. Moreover, Nvidia&#39;s EPS increased to $1.09 vs. the consensus estimate of 92 cents. Nvidia smashed the Q1 earnings out of the park. However, genuinely stunning was Nvidia&#39;s forward guidance. Nvidia guided to a staggering $11B (plus/minus 2%) in revenues for Q2, much higher (53%) than the consensus estimate of only $7.18 billion.</p><h2 id=\"id_380107571\">This remarkable guidance illustrates several crucial elements:</h2><ul><li><p>First, the analyst community was and may continue to be significantly behind the curve on Nvidia and the AI revolution.</p></li><li><p>Second, to post such results and future expectations, Nvidia is positioned incredibly well to capitalize on AI-driven markets in the future.</p></li><li><p>Also, by posting such stellar numbers, Nvidia suggests it will likely beat its estimates. Otherwise, what would be the point in providing such excellent guidance if there is a likelihood of missing the mark?</p></li></ul><p>While Nvidia&#39;s valuation remains relatively high, the company could continue beating consensus estimates, and its stock should continue appreciating in the long term. The AI industry has tremendous untapped potential, and Nvidia&#39;s unique industry-leading position should enable it to excel in future years. We are still in the initial innings of the AI revolution, and Nvidia&#39;s comprehensive AI solutions should play a leading role in this game. Therefore, we should continue seeing Nvidia&#39;s stock trade at a premium multiple, and its stock price should continue appreciating in the coming years.</p><h3 id=\"id_2883174179\">Technically - Nvidia Has Been on Fire</h3><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecd8ccbb798e79ecce5ce8774eeccfc2\" tg-width=\"640\" tg-height=\"676\"/></p><p>NVDA (StockCharts.com)</p><p></p><p>Nvidia&#39;s stock has more than quadrupled since I called it a strong buy in the $100-120 buy-in zone. However, while Nvidia&#39;s stock is relatively overbought in the near term, the share price could continue appreciating long term.</p><p>Ideally, we&#39;d get in on a 20-30% pullback. However, due to Nvidia&#39;s massive AI potential, a significant correction may not be in Nvidia&#39;s cards. Nevertheless, the open gap around the $360-300 range is vulnerable. Therefore, if we see enough volatility, Nvidia could fill this gap. This dynamic would create an excellent buying opportunity in Nvidia&#39;s stock.</p><h2 id=\"id_3292566769\">What if Nvidia doesn&#39;t correct by 20-30%?</h2><p>I was long Nvidia in the initial stages of the rally, and regrettably, I took profits in this stock too soon. However, I got blindsided by Nvidia&#39;s rollercoaster ride of crashing profitability, the rapid revenue increase, and the blowout Q2 revenue guidance of 53%. Despite Nvidia&#39;s overheated technical image, its stock price should continue appreciating long-term.</p><h2 id=\"id_1035063972\">The Market Was Very Wrong on Nvidia</h2><p>It seems ludicrous that Nvidia crashed to the $100-120 range about nine months ago. Its stock is around $450 now, and it&#39;s challenging to comprehend that a stock of this ultra-high quality got so drastically oversold during the bear market stage.</p><p>Yet, let&#39;s put things in perspective. Nvidia&#39;s stock was the poster child of the highly overbought equity during the 2021 tech bubble days. Nvidia&#39;s stock appreciated too high too quickly in late 2021, and then the bear market came. Nvidia&#39;s stock got obliterated due to a temporary slowdown in gaming and fears of lost cryptocurrency-related sales.</p><p>However, Nvidia&#39;s leading AI position got ignored, and despite the substantial slowdown, Nvidia continued making gains in its data center segment. Also, due to its tremendous GPU-powered computing power, Nvidia should continue expanding revenues in the server space. Furthermore, Nvidia&#39;s gaming segment should recover. Yet, most importantly, Nvidia has enormous revenue growth and profitability potential in AI.</p><h2 id=\"id_3340773500\">Nvidia AI Platform And Industry-Leading Technology</h2><p>Nvidia&#39;s AI platform, or the world&#39;s most advanced AI platform, is ready for enterprises and consists of critical components like generative AI, AI training, data analytics, inference, speech AI, and cybersecurity. Nvidia has done an excellent job in prioritizing AI, enabling it to stay ahead of its competition in one of the most promising markets globally. Through its inception program and other initiatives, Nvidia helps essential start-ups evolve much quicker through access to Nvidia&#39;s industry-leading hardware and top experts.</p><p>Therefore, Nvidia offers the complete package when it comes to AI. This dynamic makes Nvidia highly unique and in a prime position to capitalize on the AI revolution moving forward. On the hardware side, Nvidia provides enterprises with supercomputers powered by Nvidia&#39;s industry-leading GPU technology. Moreover, Nvidia provides unique AI platform software to complement the hardware business. Nvidia provides AI models and services to complete the comprehensive AI package through its AI foundations solutions. AI foundations include cloud services, visual media, and biology-based generative AI models.</p><p>Therefore, Nvidia is in an excellent market position, offering a comprehensive AI hardware, software, and services package. Moreover, Nvidia is the global leader in GPU technology, essential in the heavy lifting relative to powering AI. The AI industry is still in the very early stages of its development cycle, and it&#39;s clear that Nvidia&#39;s chips are in high demand and should continue powering the AI revolution moving forward. Thus, despite Nvidia&#39;s unusually high valuation, its stock price should appreciate considerably in the coming years.</p><h2 id=\"id_2615736002\">Nvidia - Not As Expensive As It Seems</h2><p>Despite Nvidia&#39;s lofty 58 times forward EPS estimates (consensus), its revenues should expand considerably in the next few years. Moreover, Nvidia&#39;s growth runway remains vast, and it could sustain substantial 25-30% or higher revenue growth through fiscal 2028 (potentially longer).</p><h2 id=\"id_728019695\">Remarkable Revenue Growth Ahead</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/437e70b21168f77904bcdc69b6a87179\" tg-width=\"640\" tg-height=\"265\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p></p><p>Consensus estimates suggest Nvidia will achieve approximately <em>$115 billion</em> in revenues in fiscal 2028 (2027). Moreover, higher-end estimates imply Nvidia could reach around $140 billion or higher by then. Also, consensus estimates could still be relatively low, and Nvidia likely has a high probability of achieving higher-end forecasts in the coming years. As Nvidia&#39;s revenues increase more than expected, its profitability could skyrocket in the years ahead.</p><h2 id=\"id_958931219\">EPS Estimates - Still Too Low</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d06f8cca616099cf36fcbfb2cee758e\" tg-width=\"640\" tg-height=\"265\"/></p><p>EPS estimates (SeekingAlpha.com )</p><p></p><p>While Nvidia&#39;s EPS should surge by around 138% or more this year, consensus forward EPS estimates could be too low for future years. Next year&#39;s EPS estimate range is vast, ranging from a low estimate of around $6 up to $19. The mid-range or the consensus estimate is around $11, but Nvidia EPS could increase more than that. As Nvidia&#39;s revenues surge in future years, its profitability/EPS growth could increase more than the consensus estimates suggest.</p><p>For instance, if Nvidia earns around $15 next year (fiscal 2025), its forward P/E ratio is only about 30 now. Even using depressed consensus figures puts Nvidia&#39;s forward P/E ratio at about 40 here. Due to its unique market-leading position in GPU technology, the data center sector, AI, and other lucrative segments, Nvidia deserves its premium multiple of 30-40 times forward EPS. Therefore, as Nvidia&#39;s revenues and profitability continue increasing, its stock price should appreciate considerably in future years.</p><h3 id=\"id_1541395602\">Where Nvidia&#39;s Stock Price Could Be in Future Years</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year (fiscal)</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$46</p></td><td style=\"text-align:left;\"><p>$65</p></td><td style=\"text-align:left;\"><p>$88</p></td><td style=\"text-align:left;\"><p>$110</p></td><td style=\"text-align:left;\"><p>$135</p></td><td style=\"text-align:left;\"><p>$162</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>70%</p></td><td style=\"text-align:left;\"><p>41%</p></td><td style=\"text-align:left;\"><p>35%</p></td><td style=\"text-align:left;\"><p>25%</p></td><td style=\"text-align:left;\"><p>23%</p></td><td style=\"text-align:left;\"><p>20%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$8.50</p></td><td style=\"text-align:left;\"><p>$15</p></td><td style=\"text-align:left;\"><p>$20</p></td><td style=\"text-align:left;\"><p>$26</p></td><td style=\"text-align:left;\"><p>$33</p></td><td style=\"text-align:left;\"><p>$40</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>155%</p></td><td style=\"text-align:left;\"><p>53%</p></td><td style=\"text-align:left;\"><p>33%</p></td><td style=\"text-align:left;\"><p>30%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>22%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>30</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>35</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>32</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$450</p></td><td style=\"text-align:left;\"><p>$660</p></td><td style=\"text-align:left;\"><p>$910</p></td><td style=\"text-align:left;\"><p>$1122</p></td><td style=\"text-align:left;\"><p>$1320</p></td><td style=\"text-align:left;\"><p>$1500</p></td></tr></tbody></table><p>Click to enlarge</p><p><em>Source: The Financial Prophet.</em></p><h2 id=\"id_1754707476\">Risks to Nvidia</h2><p>The most significant risk to Nvidia&#39;s stock may be a &#34;disappointing AI revolution.&#34; If the AI segment is much smaller than expected, or if Nvidia&#39;s role gets minimized in the futuristic segment, we could see substantial problems in Nvidia&#39;s stock. A worsening AI outlook would likely lead to lower revenue and EPS adjustments, resulting in multiple compression and a lower stock price for Nvidia.</p><p>Additionally, there are continuous risks of competition in AI. Many high-quality tech companies invest heavily in AI-related hardware, software, and services worldwide. Also, gaming and other segments constantly face the threat of completion, geopolitics, and macroeconomic elements. Investors should consider these and other risks before investing in Nvidia&#39;s stock.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4620207-nvidia-top-ai-stock-much-more-upside-likely-ahead-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In May, Nvidia Corporation (NASDAQ:NVDA) provided one of the most outstanding earnings announcements ever. Nvidia delivered approximately $7.2 billion in revenues vs. the expected $6.52 billion. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4620207-nvidia-top-ai-stock-much-more-upside-likely-ahead-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4529":"IDC概念","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4527":"明星科技股","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4620207-nvidia-top-ai-stock-much-more-upside-likely-ahead-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2354655057","content_text":"In May, Nvidia Corporation (NASDAQ:NVDA) provided one of the most outstanding earnings announcements ever. Nvidia delivered approximately $7.2 billion in revenues vs. the expected $6.52 billion. Moreover, Nvidia's EPS increased to $1.09 vs. the consensus estimate of 92 cents. Nvidia smashed the Q1 earnings out of the park. However, genuinely stunning was Nvidia's forward guidance. Nvidia guided to a staggering $11B (plus/minus 2%) in revenues for Q2, much higher (53%) than the consensus estimate of only $7.18 billion.This remarkable guidance illustrates several crucial elements:First, the analyst community was and may continue to be significantly behind the curve on Nvidia and the AI revolution.Second, to post such results and future expectations, Nvidia is positioned incredibly well to capitalize on AI-driven markets in the future.Also, by posting such stellar numbers, Nvidia suggests it will likely beat its estimates. Otherwise, what would be the point in providing such excellent guidance if there is a likelihood of missing the mark?While Nvidia's valuation remains relatively high, the company could continue beating consensus estimates, and its stock should continue appreciating in the long term. The AI industry has tremendous untapped potential, and Nvidia's unique industry-leading position should enable it to excel in future years. We are still in the initial innings of the AI revolution, and Nvidia's comprehensive AI solutions should play a leading role in this game. Therefore, we should continue seeing Nvidia's stock trade at a premium multiple, and its stock price should continue appreciating in the coming years.Technically - Nvidia Has Been on FireNVDA (StockCharts.com)Nvidia's stock has more than quadrupled since I called it a strong buy in the $100-120 buy-in zone. However, while Nvidia's stock is relatively overbought in the near term, the share price could continue appreciating long term.Ideally, we'd get in on a 20-30% pullback. However, due to Nvidia's massive AI potential, a significant correction may not be in Nvidia's cards. Nevertheless, the open gap around the $360-300 range is vulnerable. Therefore, if we see enough volatility, Nvidia could fill this gap. This dynamic would create an excellent buying opportunity in Nvidia's stock.What if Nvidia doesn't correct by 20-30%?I was long Nvidia in the initial stages of the rally, and regrettably, I took profits in this stock too soon. However, I got blindsided by Nvidia's rollercoaster ride of crashing profitability, the rapid revenue increase, and the blowout Q2 revenue guidance of 53%. Despite Nvidia's overheated technical image, its stock price should continue appreciating long-term.The Market Was Very Wrong on NvidiaIt seems ludicrous that Nvidia crashed to the $100-120 range about nine months ago. Its stock is around $450 now, and it's challenging to comprehend that a stock of this ultra-high quality got so drastically oversold during the bear market stage.Yet, let's put things in perspective. Nvidia's stock was the poster child of the highly overbought equity during the 2021 tech bubble days. Nvidia's stock appreciated too high too quickly in late 2021, and then the bear market came. Nvidia's stock got obliterated due to a temporary slowdown in gaming and fears of lost cryptocurrency-related sales.However, Nvidia's leading AI position got ignored, and despite the substantial slowdown, Nvidia continued making gains in its data center segment. Also, due to its tremendous GPU-powered computing power, Nvidia should continue expanding revenues in the server space. Furthermore, Nvidia's gaming segment should recover. Yet, most importantly, Nvidia has enormous revenue growth and profitability potential in AI.Nvidia AI Platform And Industry-Leading TechnologyNvidia's AI platform, or the world's most advanced AI platform, is ready for enterprises and consists of critical components like generative AI, AI training, data analytics, inference, speech AI, and cybersecurity. Nvidia has done an excellent job in prioritizing AI, enabling it to stay ahead of its competition in one of the most promising markets globally. Through its inception program and other initiatives, Nvidia helps essential start-ups evolve much quicker through access to Nvidia's industry-leading hardware and top experts.Therefore, Nvidia offers the complete package when it comes to AI. This dynamic makes Nvidia highly unique and in a prime position to capitalize on the AI revolution moving forward. On the hardware side, Nvidia provides enterprises with supercomputers powered by Nvidia's industry-leading GPU technology. Moreover, Nvidia provides unique AI platform software to complement the hardware business. Nvidia provides AI models and services to complete the comprehensive AI package through its AI foundations solutions. AI foundations include cloud services, visual media, and biology-based generative AI models.Therefore, Nvidia is in an excellent market position, offering a comprehensive AI hardware, software, and services package. Moreover, Nvidia is the global leader in GPU technology, essential in the heavy lifting relative to powering AI. The AI industry is still in the very early stages of its development cycle, and it's clear that Nvidia's chips are in high demand and should continue powering the AI revolution moving forward. Thus, despite Nvidia's unusually high valuation, its stock price should appreciate considerably in the coming years.Nvidia - Not As Expensive As It SeemsDespite Nvidia's lofty 58 times forward EPS estimates (consensus), its revenues should expand considerably in the next few years. Moreover, Nvidia's growth runway remains vast, and it could sustain substantial 25-30% or higher revenue growth through fiscal 2028 (potentially longer).Remarkable Revenue Growth AheadRevenue estimates (SeekingAlpha.com)Consensus estimates suggest Nvidia will achieve approximately $115 billion in revenues in fiscal 2028 (2027). Moreover, higher-end estimates imply Nvidia could reach around $140 billion or higher by then. Also, consensus estimates could still be relatively low, and Nvidia likely has a high probability of achieving higher-end forecasts in the coming years. As Nvidia's revenues increase more than expected, its profitability could skyrocket in the years ahead.EPS Estimates - Still Too LowEPS estimates (SeekingAlpha.com )While Nvidia's EPS should surge by around 138% or more this year, consensus forward EPS estimates could be too low for future years. Next year's EPS estimate range is vast, ranging from a low estimate of around $6 up to $19. The mid-range or the consensus estimate is around $11, but Nvidia EPS could increase more than that. As Nvidia's revenues surge in future years, its profitability/EPS growth could increase more than the consensus estimates suggest.For instance, if Nvidia earns around $15 next year (fiscal 2025), its forward P/E ratio is only about 30 now. Even using depressed consensus figures puts Nvidia's forward P/E ratio at about 40 here. Due to its unique market-leading position in GPU technology, the data center sector, AI, and other lucrative segments, Nvidia deserves its premium multiple of 30-40 times forward EPS. Therefore, as Nvidia's revenues and profitability continue increasing, its stock price should appreciate considerably in future years.Where Nvidia's Stock Price Could Be in Future YearsYear (fiscal)202420252026202720282029Revenue Bs$46$65$88$110$135$162Revenue growth70%41%35%25%23%20%EPS$8.50$15$20$26$33$40EPS growth155%53%33%30%28%22%Forward P/E303335343332Stock price$450$660$910$1122$1320$1500Click to enlargeSource: The Financial Prophet.Risks to NvidiaThe most significant risk to Nvidia's stock may be a \"disappointing AI revolution.\" If the AI segment is much smaller than expected, or if Nvidia's role gets minimized in the futuristic segment, we could see substantial problems in Nvidia's stock. A worsening AI outlook would likely lead to lower revenue and EPS adjustments, resulting in multiple compression and a lower stock price for Nvidia.Additionally, there are continuous risks of competition in AI. Many high-quality tech companies invest heavily in AI-related hardware, software, and services worldwide. Also, gaming and other segments constantly face the threat of completion, geopolitics, and macroeconomic elements. Investors should consider these and other risks before investing in Nvidia's stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069951515,"gmtCreate":1651222614213,"gmtModify":1676534873615,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"I know of a family office who is looking for a full time&nbsp;fund manager. anyone in this community who knows of someone who is keen to have a discussion?&nbsp;","listText":"I know of a family office who is looking for a full time&nbsp;fund manager. anyone in this community who knows of someone who is keen to have a discussion?&nbsp;","text":"I know of a family office who is looking for a full time fund manager. anyone in this community who knows of someone who is keen to have a discussion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069951515","repostId":"9060171260","repostType":1,"repost":{"id":9060171260,"gmtCreate":1651114452471,"gmtModify":1676534853264,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🔥[28th Apr]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (n","listText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (n","text":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! Click here to join the Topic & Win coins >> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (n","images":[{"img":"https://community-static.tradeup.com/news/55cae429edf3fb2b4a529a8cc28c6d50","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060171260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9069951515,"gmtCreate":1651222614213,"gmtModify":1676534873615,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"I know of a family office who is looking for a full time&nbsp;fund manager. anyone in this community who knows of someone who is keen to have a discussion?&nbsp;","listText":"I know of a family office who is looking for a full time&nbsp;fund manager. anyone in this community who knows of someone who is keen to have a discussion?&nbsp;","text":"I know of a family office who is looking for a full time fund manager. anyone in this community who knows of someone who is keen to have a discussion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069951515","repostId":"9060171260","repostType":1,"repost":{"id":9060171260,"gmtCreate":1651114452471,"gmtModify":1676534853264,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🔥[28th Apr]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (n","listText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (n","text":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! Click here to join the Topic & Win coins >> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (n","images":[{"img":"https://community-static.tradeup.com/news/55cae429edf3fb2b4a529a8cc28c6d50","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060171260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398756033454600,"gmtCreate":1738392873172,"gmtModify":1738396918244,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not&nbsp;successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case. &nbsp;","listText":"I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not&nbsp;successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case. &nbsp;","text":"I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398756033454600","repostId":"1120625009","repostType":2,"repost":{"id":"1120625009","kind":"news","pubTimestamp":1738376556,"share":"https://ttm.financial/m/news/1120625009?lang=&edition=fundamental","pubTime":"2025-02-01 10:22","market":"us","language":"en","title":"Nvidia: Why I Am Doubling Down On The DeepSeek Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1120625009","media":"Seeking Alpha","summary":"Nvidia Corporation's stock dropped 17% due to DeepSeek's AI model, but this is a buying opportunity given Nvidia's strong sales and AI GPU demand.DeepSeek's cheaper AI model caused market fear, but Nv","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock dropped 17% due to DeepSeek&#39;s AI model, but this is a buying opportunity given Nvidia&#39;s strong sales and AI GPU demand.</p></li><li><p>DeepSeek&#39;s cheaper AI model caused market fear, but Nvidia&#39;s advanced chips remain essential for U.S. companies, ensuring continued high demand.</p></li><li><p>Nvidia&#39;s sales surged 430% last year, and despite DeepSeek, its data center business and AI GPU demand will drive future growth.</p></li><li><p>Nvidia&#39;s profit multiple contraction is an overreaction; NVDA investors should capitalize on the current low price, as Nvidia remains a market leader.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/966eb37394e6456ae039ecc808cbe3c0\" alt=\"Nvidia Corporation building in Taipei, Taiwan.\" title=\"Nvidia Corporation building in Taipei, Taiwan.\" tg-width=\"750\" tg-height=\"500\"/><span>Nvidia Corporation building in Taipei, Taiwan.</span></p><p></p><p>The AI and semiconductor market has been thrown into turmoil this week by revelations made by Chinese artificial intelligence startup DeepSeek (DEEPSEEK) that is utilizing open-source technology to run large-language models.</p><p>The stock price of <strong>Nvidia Corporation (NVDA) </strong>tumbled 17% in response on Monday and dragged the entire semiconductor market down with it. I think that the market is reacting a bit hysterically here, and I consider the price correction for Nvidia to be a golden buying opportunity.</p><p>In my last piece on Nvidia, I made the case for the AI GPU king. I pointed to the company’s strong sales trajectory, growing demand for semiconductors that can handle AI workloads, as well as the opportunity for AI GPU cluster up-scaling.</p><p>The last reason, cluster up-scaling, relates to the growing numbers of GPUs that are (and will be) included by hyperscalers in clusters to train large-language models.</p><p>In my view, the DeepSeek controversy is an opportunity to use surging market fear to your advantage, and I think that the fundamental investment thesis for Nvidia is still pretty much intact.</p><h2 id=\"id_3768535198\">DeepSeek-Driven AI Crash Creates Opportunity</h2><p>Nvidia continues to see skyrocketing demand for its GPUs that are needed to train and run large-language models, or LLMs. These AI GPUs underpin chatbots like the ones developed by OpenAI, <strong>Meta Platforms Inc. (META),</strong> or Elon Musk’s X.</p><p>DeepSeek is an artificial intelligence startup in China that utilizes open-source technology and develops similar chatbots. The Chinese company made waves this week as the company revealed its chatbot, which apparently has been built at a cost of $6 million based on the open source DeepSeek-V3 model.</p><p>While the price tag has not yet been independently verified, as I understand it, the mere appearance of a potentially cheaper path to train large-language models has sent shockwaves through the markets earlier this week. A case in point is Nvidia, which lost $600 billion in market valuation just on the back of the DeepSeek news.</p><p>The fear here is that the AI market could now transition to a new kind of low-cost model that forces companies to downscale their AI investments. This would obviously be a setback for companies that have made aggressive wagers on GPUs, such as Nvidia.</p><p>According to the news, DeepSeek’s chatbot rivals OpenAI&#39;s ChatGPT or Meta&#39;s Llama 3.1 in terms of performance, with a main focus on possible cost savings. Tom’s Hardware illustrated that:</p><blockquote><p>DeepSeek trained its DeepSeek-V3 Mixture-of-Experts (MoE) language model with 671 billion parameters using a cluster containing 2,048 Nvidia H800 GPUs in just two months, which means 2.8 million GPU hours, according to its paper. For comparison, it took Meta 11 times more compute power (30.8 million GPU hours) to train its Llama 3 with 405 billion parameters using a cluster containing 16,384 H100 GPUs over the course of 54 days.</p></blockquote><p>The intrigue about DeepSeek’s R1 model is that it lowers computational costs related to each prompt. This means it could, possibly, offer a way for companies to train AI models by shortening training times as well as reducing the need for less compute power.</p><p>With that said, it is unlikely that U.S. companies will want to base their AI infrastructure on Chinese technology, and they are still going to need Nvidia’s advanced chips to power their data centers.</p><p>I think the most probable outcome is that the race for supremacy in the AI realm is accelerating and possibly opening up a door for lower-cost AI to develop. What I don’t think is going to change is the big upswing in GPU volumes that will be needed to run either U.S. or Chinese AI models.</p><h2 id=\"id_2394881318\">DeepSeek Is Likely Not Going To Have A Substantial Impact On Nvidia’s Sales</h2><p>Nvidia experienced an unprecedented sales surge in the first nine months of last year: The chip company produced $80 billion in sales in the first three quarters of its 2025 financial year.</p><p>Sales in the first nine months of the year were up more than 430% over Nvidia’s entire sales in 2023, and the chip company still has another quarter to go.</p><p>Most likely, Nvidia has ended the 2025 financial year with a total sales volume somewhere in the $120 billion ballpark and more growth awaits the AI GPU king this year (Nvidia’s 2026 financial year).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082c4dac8a9847406601463c1fd6362c\" alt=\"Revenue\" title=\"Revenue\" tg-width=\"640\" tg-height=\"473\"/><span>Revenue</span></p><p></p><p>In the short-and medium-term, DeepSeek is likely not have a substantial impact on Nvidia’s data center business and sales upsurge as companies continue to spend a boatload of money to fix their immediate need for more AI compute.</p><p>Nvidia’s advanced chips engineered for AI workloads are therefore going to remain in high demand, which in turn should equate to considerable volume growth and higher operating income. Nvidia’s operating income has already skyrocketed with more growth anticipated thanks to the launch of Nvidia’s latest GPU, the Blackwell.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3373471a56a5ddc638309fd0fc8ea59a\" alt=\"Operating Income\" title=\"Operating Income\" tg-width=\"640\" tg-height=\"249\"/><span>Operating Income</span></p><p></p><h2 id=\"id_3936383752\">Nvidia’s P/E Correction Is A Buying Opportunity</h2><p>The DeepSeek controversy has sent shockwaves through the AI and semiconductor markets. This led to big declines in the stock prices of pretty much every artificial intelligence company, including Nvidia, Advanced Micro Devices (AMD), Micron Technology (MU), Broadcom (AVGO) and ASML Holding N.V. (ASML).</p><p>In the short term, semi valuations might remain under pressure as investors try to assess the impact of DeepSeek’s AI model on GPU demand, but Nvidia has a solidly reliable history of innovation. Nvidia, for example, is developing a cloud-native development platform, known as Enterprise AI, which helps companies deploy generative AI applications at scale.</p><p>Nvidia is selling for a leading profit multiple of 28x, whereas Advanced Micro Devices’ multiple is down to 23x. Nvidia is anticipated to produce an impressive 51% jump in profits this year, and the GPU company is probably still going to sell a lot more advanced chips in the future than it is now. The good news is that investors can now grab Nvidia out of the bargain bin, as did I at $117, at a hugely improved risk/reward trade-off.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad154bb1ece865633775297dff9ad222\" alt=\"Earnings Estimate\" title=\"Earnings Estimate\" tg-width=\"640\" tg-height=\"198\"/><span>Earnings Estimate</span></p><p></p><h2 id=\"id_4059862826\">Why The Investment Thesis Might Be More Risky Now</h2><p>DeepSeek does not pose a fundamental challenge to either Nvidia’s business model, or its strong position in the data center market, in my view. Nvidia is poised to continue to grow, mainly in data center GPUs, which are needed to support the broad application of AI products.</p><p>With that said, the pace of technological innovation is poised to kick into high gear now and China has demonstrated that it can be competitive in the market for AI models.</p><p>Though it may get more challenging for people to keep up with new developments in the AI market, to read an existential challenge into DeepSeek is probably exaggerated.</p><p>On the flip side, should China prove that it can provide competitive AI products without the need for billions of dollars of investments in the most advanced chips, then Nvidia might see growing pressure on its market share.</p><h2 id=\"id_4046736851\">My Conclusion</h2><p>Nvidia is growing its data center business via the latest Blackwell GPU, a leading, next-gen AI-oriented semiconductor chip that is meant to accelerate the handling of AI workloads.</p><p>DeepSeek might be a promising innovation, but the need for AI GPUs is not going to go away and should not in any meaningful way curtail Nvidia’s market potential in this burgeoning segment. Nvidia owns more than 90% of the GPU market, which firmly establishes the company as the ultimate leader in the data center industry.</p><p>Nvidia’s profit multiple has contracted by a good 20% compared to last week, thanks to DeepSeek rattling U.S. investors about the potential emergence of lower-cost AI models. I think that the drastic decline in Nvidia’s profit multiple indicates an elevated level of fear that investors should take advantage of. Once investors are more level-headed, I think there is a good chance that investors will drive a re-rating of Nvidia’s stock.</p><p>Chances are that the DeepSeek controversy is not going to have an overly dramatic impact on any of the U.S.’s leading chip companies, including Nvidia. The company’s sales potential should not be affected either as demand for GPUs, with or without DeepSeek, is only going to increase moving forward.</p><p>Nvidia is at the top of its industry for a reason, as it has proven itself as an AI pioneer itself. Thus, I think Nvidia deserves the benefit of the doubt and I recommend doubling down on the crash.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Why I Am Doubling Down On The DeepSeek Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Why I Am Doubling Down On The DeepSeek Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-01 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753847-nvidia-why-i-am-doubling-down-on-the-deepseek-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock dropped 17% due to DeepSeek's AI model, but this is a buying opportunity given Nvidia's strong sales and AI GPU demand.DeepSeek's cheaper AI model caused market fear, but ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753847-nvidia-why-i-am-doubling-down-on-the-deepseek-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4753847-nvidia-why-i-am-doubling-down-on-the-deepseek-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120625009","content_text":"Nvidia Corporation's stock dropped 17% due to DeepSeek's AI model, but this is a buying opportunity given Nvidia's strong sales and AI GPU demand.DeepSeek's cheaper AI model caused market fear, but Nvidia's advanced chips remain essential for U.S. companies, ensuring continued high demand.Nvidia's sales surged 430% last year, and despite DeepSeek, its data center business and AI GPU demand will drive future growth.Nvidia's profit multiple contraction is an overreaction; NVDA investors should capitalize on the current low price, as Nvidia remains a market leader.Nvidia Corporation building in Taipei, Taiwan.The AI and semiconductor market has been thrown into turmoil this week by revelations made by Chinese artificial intelligence startup DeepSeek (DEEPSEEK) that is utilizing open-source technology to run large-language models.The stock price of Nvidia Corporation (NVDA) tumbled 17% in response on Monday and dragged the entire semiconductor market down with it. I think that the market is reacting a bit hysterically here, and I consider the price correction for Nvidia to be a golden buying opportunity.In my last piece on Nvidia, I made the case for the AI GPU king. I pointed to the company’s strong sales trajectory, growing demand for semiconductors that can handle AI workloads, as well as the opportunity for AI GPU cluster up-scaling.The last reason, cluster up-scaling, relates to the growing numbers of GPUs that are (and will be) included by hyperscalers in clusters to train large-language models.In my view, the DeepSeek controversy is an opportunity to use surging market fear to your advantage, and I think that the fundamental investment thesis for Nvidia is still pretty much intact.DeepSeek-Driven AI Crash Creates OpportunityNvidia continues to see skyrocketing demand for its GPUs that are needed to train and run large-language models, or LLMs. These AI GPUs underpin chatbots like the ones developed by OpenAI, Meta Platforms Inc. (META), or Elon Musk’s X.DeepSeek is an artificial intelligence startup in China that utilizes open-source technology and develops similar chatbots. The Chinese company made waves this week as the company revealed its chatbot, which apparently has been built at a cost of $6 million based on the open source DeepSeek-V3 model.While the price tag has not yet been independently verified, as I understand it, the mere appearance of a potentially cheaper path to train large-language models has sent shockwaves through the markets earlier this week. A case in point is Nvidia, which lost $600 billion in market valuation just on the back of the DeepSeek news.The fear here is that the AI market could now transition to a new kind of low-cost model that forces companies to downscale their AI investments. This would obviously be a setback for companies that have made aggressive wagers on GPUs, such as Nvidia.According to the news, DeepSeek’s chatbot rivals OpenAI's ChatGPT or Meta's Llama 3.1 in terms of performance, with a main focus on possible cost savings. Tom’s Hardware illustrated that:DeepSeek trained its DeepSeek-V3 Mixture-of-Experts (MoE) language model with 671 billion parameters using a cluster containing 2,048 Nvidia H800 GPUs in just two months, which means 2.8 million GPU hours, according to its paper. For comparison, it took Meta 11 times more compute power (30.8 million GPU hours) to train its Llama 3 with 405 billion parameters using a cluster containing 16,384 H100 GPUs over the course of 54 days.The intrigue about DeepSeek’s R1 model is that it lowers computational costs related to each prompt. This means it could, possibly, offer a way for companies to train AI models by shortening training times as well as reducing the need for less compute power.With that said, it is unlikely that U.S. companies will want to base their AI infrastructure on Chinese technology, and they are still going to need Nvidia’s advanced chips to power their data centers.I think the most probable outcome is that the race for supremacy in the AI realm is accelerating and possibly opening up a door for lower-cost AI to develop. What I don’t think is going to change is the big upswing in GPU volumes that will be needed to run either U.S. or Chinese AI models.DeepSeek Is Likely Not Going To Have A Substantial Impact On Nvidia’s SalesNvidia experienced an unprecedented sales surge in the first nine months of last year: The chip company produced $80 billion in sales in the first three quarters of its 2025 financial year.Sales in the first nine months of the year were up more than 430% over Nvidia’s entire sales in 2023, and the chip company still has another quarter to go.Most likely, Nvidia has ended the 2025 financial year with a total sales volume somewhere in the $120 billion ballpark and more growth awaits the AI GPU king this year (Nvidia’s 2026 financial year).RevenueIn the short-and medium-term, DeepSeek is likely not have a substantial impact on Nvidia’s data center business and sales upsurge as companies continue to spend a boatload of money to fix their immediate need for more AI compute.Nvidia’s advanced chips engineered for AI workloads are therefore going to remain in high demand, which in turn should equate to considerable volume growth and higher operating income. Nvidia’s operating income has already skyrocketed with more growth anticipated thanks to the launch of Nvidia’s latest GPU, the Blackwell.Operating IncomeNvidia’s P/E Correction Is A Buying OpportunityThe DeepSeek controversy has sent shockwaves through the AI and semiconductor markets. This led to big declines in the stock prices of pretty much every artificial intelligence company, including Nvidia, Advanced Micro Devices (AMD), Micron Technology (MU), Broadcom (AVGO) and ASML Holding N.V. (ASML).In the short term, semi valuations might remain under pressure as investors try to assess the impact of DeepSeek’s AI model on GPU demand, but Nvidia has a solidly reliable history of innovation. Nvidia, for example, is developing a cloud-native development platform, known as Enterprise AI, which helps companies deploy generative AI applications at scale.Nvidia is selling for a leading profit multiple of 28x, whereas Advanced Micro Devices’ multiple is down to 23x. Nvidia is anticipated to produce an impressive 51% jump in profits this year, and the GPU company is probably still going to sell a lot more advanced chips in the future than it is now. The good news is that investors can now grab Nvidia out of the bargain bin, as did I at $117, at a hugely improved risk/reward trade-off.Earnings EstimateWhy The Investment Thesis Might Be More Risky NowDeepSeek does not pose a fundamental challenge to either Nvidia’s business model, or its strong position in the data center market, in my view. Nvidia is poised to continue to grow, mainly in data center GPUs, which are needed to support the broad application of AI products.With that said, the pace of technological innovation is poised to kick into high gear now and China has demonstrated that it can be competitive in the market for AI models.Though it may get more challenging for people to keep up with new developments in the AI market, to read an existential challenge into DeepSeek is probably exaggerated.On the flip side, should China prove that it can provide competitive AI products without the need for billions of dollars of investments in the most advanced chips, then Nvidia might see growing pressure on its market share.My ConclusionNvidia is growing its data center business via the latest Blackwell GPU, a leading, next-gen AI-oriented semiconductor chip that is meant to accelerate the handling of AI workloads.DeepSeek might be a promising innovation, but the need for AI GPUs is not going to go away and should not in any meaningful way curtail Nvidia’s market potential in this burgeoning segment. Nvidia owns more than 90% of the GPU market, which firmly establishes the company as the ultimate leader in the data center industry.Nvidia’s profit multiple has contracted by a good 20% compared to last week, thanks to DeepSeek rattling U.S. investors about the potential emergence of lower-cost AI models. I think that the drastic decline in Nvidia’s profit multiple indicates an elevated level of fear that investors should take advantage of. Once investors are more level-headed, I think there is a good chance that investors will drive a re-rating of Nvidia’s stock.Chances are that the DeepSeek controversy is not going to have an overly dramatic impact on any of the U.S.’s leading chip companies, including Nvidia. The company’s sales potential should not be affected either as demand for GPUs, with or without DeepSeek, is only going to increase moving forward.Nvidia is at the top of its industry for a reason, as it has proven itself as an AI pioneer itself. Thus, I think Nvidia deserves the benefit of the doubt and I recommend doubling down on the crash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202434508210392,"gmtCreate":1690437244731,"gmtModify":1690438106173,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202434508210392","repostId":"2354655057","repostType":2,"repost":{"id":"2354655057","kind":"highlight","pubTimestamp":1690435061,"share":"https://ttm.financial/m/news/2354655057?lang=&edition=fundamental","pubTime":"2023-07-27 13:17","market":"us","language":"en","title":"Nvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2354655057","media":"seekingalpha","summary":"I was long Nvidia in the initial stages of the rally, and regrettably, I took profits in this stock too soon. However, I got blindsided by Nvidia's rollercoaster ride of crashing profitability, the rapid revenue increase, and the blowout Q2 revenue guidance of 53%. Despite Nvidia's overheated technical image, its stock price should continue appreciating long-term. The Market Was Very Wrong on Nvidia  It seems ludicrous that Nvidia crashed to the $100-120 range about nine months ago. Its stock is around $450 now, and it's challenging to comprehend that a stock of this ultra-high quality got so drastically oversold during the b","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebaf34d41fe0c4b791ed404fd8f152\" tg-width=\"750\" tg-height=\"494\"/></p><p>In May, <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) provided one of the most outstanding earnings announcements ever. Nvidia delivered approximately $7.2 billion in revenues vs. the expected $6.52 billion. Moreover, Nvidia&#39;s EPS increased to $1.09 vs. the consensus estimate of 92 cents. Nvidia smashed the Q1 earnings out of the park. However, genuinely stunning was Nvidia&#39;s forward guidance. Nvidia guided to a staggering $11B (plus/minus 2%) in revenues for Q2, much higher (53%) than the consensus estimate of only $7.18 billion.</p><h2 id=\"id_380107571\">This remarkable guidance illustrates several crucial elements:</h2><ul><li><p>First, the analyst community was and may continue to be significantly behind the curve on Nvidia and the AI revolution.</p></li><li><p>Second, to post such results and future expectations, Nvidia is positioned incredibly well to capitalize on AI-driven markets in the future.</p></li><li><p>Also, by posting such stellar numbers, Nvidia suggests it will likely beat its estimates. Otherwise, what would be the point in providing such excellent guidance if there is a likelihood of missing the mark?</p></li></ul><p>While Nvidia&#39;s valuation remains relatively high, the company could continue beating consensus estimates, and its stock should continue appreciating in the long term. The AI industry has tremendous untapped potential, and Nvidia&#39;s unique industry-leading position should enable it to excel in future years. We are still in the initial innings of the AI revolution, and Nvidia&#39;s comprehensive AI solutions should play a leading role in this game. Therefore, we should continue seeing Nvidia&#39;s stock trade at a premium multiple, and its stock price should continue appreciating in the coming years.</p><h3 id=\"id_2883174179\">Technically - Nvidia Has Been on Fire</h3><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecd8ccbb798e79ecce5ce8774eeccfc2\" tg-width=\"640\" tg-height=\"676\"/></p><p>NVDA (StockCharts.com)</p><p></p><p>Nvidia&#39;s stock has more than quadrupled since I called it a strong buy in the $100-120 buy-in zone. However, while Nvidia&#39;s stock is relatively overbought in the near term, the share price could continue appreciating long term.</p><p>Ideally, we&#39;d get in on a 20-30% pullback. However, due to Nvidia&#39;s massive AI potential, a significant correction may not be in Nvidia&#39;s cards. Nevertheless, the open gap around the $360-300 range is vulnerable. Therefore, if we see enough volatility, Nvidia could fill this gap. This dynamic would create an excellent buying opportunity in Nvidia&#39;s stock.</p><h2 id=\"id_3292566769\">What if Nvidia doesn&#39;t correct by 20-30%?</h2><p>I was long Nvidia in the initial stages of the rally, and regrettably, I took profits in this stock too soon. However, I got blindsided by Nvidia&#39;s rollercoaster ride of crashing profitability, the rapid revenue increase, and the blowout Q2 revenue guidance of 53%. Despite Nvidia&#39;s overheated technical image, its stock price should continue appreciating long-term.</p><h2 id=\"id_1035063972\">The Market Was Very Wrong on Nvidia</h2><p>It seems ludicrous that Nvidia crashed to the $100-120 range about nine months ago. Its stock is around $450 now, and it&#39;s challenging to comprehend that a stock of this ultra-high quality got so drastically oversold during the bear market stage.</p><p>Yet, let&#39;s put things in perspective. Nvidia&#39;s stock was the poster child of the highly overbought equity during the 2021 tech bubble days. Nvidia&#39;s stock appreciated too high too quickly in late 2021, and then the bear market came. Nvidia&#39;s stock got obliterated due to a temporary slowdown in gaming and fears of lost cryptocurrency-related sales.</p><p>However, Nvidia&#39;s leading AI position got ignored, and despite the substantial slowdown, Nvidia continued making gains in its data center segment. Also, due to its tremendous GPU-powered computing power, Nvidia should continue expanding revenues in the server space. Furthermore, Nvidia&#39;s gaming segment should recover. Yet, most importantly, Nvidia has enormous revenue growth and profitability potential in AI.</p><h2 id=\"id_3340773500\">Nvidia AI Platform And Industry-Leading Technology</h2><p>Nvidia&#39;s AI platform, or the world&#39;s most advanced AI platform, is ready for enterprises and consists of critical components like generative AI, AI training, data analytics, inference, speech AI, and cybersecurity. Nvidia has done an excellent job in prioritizing AI, enabling it to stay ahead of its competition in one of the most promising markets globally. Through its inception program and other initiatives, Nvidia helps essential start-ups evolve much quicker through access to Nvidia&#39;s industry-leading hardware and top experts.</p><p>Therefore, Nvidia offers the complete package when it comes to AI. This dynamic makes Nvidia highly unique and in a prime position to capitalize on the AI revolution moving forward. On the hardware side, Nvidia provides enterprises with supercomputers powered by Nvidia&#39;s industry-leading GPU technology. Moreover, Nvidia provides unique AI platform software to complement the hardware business. Nvidia provides AI models and services to complete the comprehensive AI package through its AI foundations solutions. AI foundations include cloud services, visual media, and biology-based generative AI models.</p><p>Therefore, Nvidia is in an excellent market position, offering a comprehensive AI hardware, software, and services package. Moreover, Nvidia is the global leader in GPU technology, essential in the heavy lifting relative to powering AI. The AI industry is still in the very early stages of its development cycle, and it&#39;s clear that Nvidia&#39;s chips are in high demand and should continue powering the AI revolution moving forward. Thus, despite Nvidia&#39;s unusually high valuation, its stock price should appreciate considerably in the coming years.</p><h2 id=\"id_2615736002\">Nvidia - Not As Expensive As It Seems</h2><p>Despite Nvidia&#39;s lofty 58 times forward EPS estimates (consensus), its revenues should expand considerably in the next few years. Moreover, Nvidia&#39;s growth runway remains vast, and it could sustain substantial 25-30% or higher revenue growth through fiscal 2028 (potentially longer).</p><h2 id=\"id_728019695\">Remarkable Revenue Growth Ahead</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/437e70b21168f77904bcdc69b6a87179\" tg-width=\"640\" tg-height=\"265\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p></p><p>Consensus estimates suggest Nvidia will achieve approximately <em>$115 billion</em> in revenues in fiscal 2028 (2027). Moreover, higher-end estimates imply Nvidia could reach around $140 billion or higher by then. Also, consensus estimates could still be relatively low, and Nvidia likely has a high probability of achieving higher-end forecasts in the coming years. As Nvidia&#39;s revenues increase more than expected, its profitability could skyrocket in the years ahead.</p><h2 id=\"id_958931219\">EPS Estimates - Still Too Low</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d06f8cca616099cf36fcbfb2cee758e\" tg-width=\"640\" tg-height=\"265\"/></p><p>EPS estimates (SeekingAlpha.com )</p><p></p><p>While Nvidia&#39;s EPS should surge by around 138% or more this year, consensus forward EPS estimates could be too low for future years. Next year&#39;s EPS estimate range is vast, ranging from a low estimate of around $6 up to $19. The mid-range or the consensus estimate is around $11, but Nvidia EPS could increase more than that. As Nvidia&#39;s revenues surge in future years, its profitability/EPS growth could increase more than the consensus estimates suggest.</p><p>For instance, if Nvidia earns around $15 next year (fiscal 2025), its forward P/E ratio is only about 30 now. Even using depressed consensus figures puts Nvidia&#39;s forward P/E ratio at about 40 here. Due to its unique market-leading position in GPU technology, the data center sector, AI, and other lucrative segments, Nvidia deserves its premium multiple of 30-40 times forward EPS. Therefore, as Nvidia&#39;s revenues and profitability continue increasing, its stock price should appreciate considerably in future years.</p><h3 id=\"id_1541395602\">Where Nvidia&#39;s Stock Price Could Be in Future Years</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year (fiscal)</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$46</p></td><td style=\"text-align:left;\"><p>$65</p></td><td style=\"text-align:left;\"><p>$88</p></td><td style=\"text-align:left;\"><p>$110</p></td><td style=\"text-align:left;\"><p>$135</p></td><td style=\"text-align:left;\"><p>$162</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>70%</p></td><td style=\"text-align:left;\"><p>41%</p></td><td style=\"text-align:left;\"><p>35%</p></td><td style=\"text-align:left;\"><p>25%</p></td><td style=\"text-align:left;\"><p>23%</p></td><td style=\"text-align:left;\"><p>20%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$8.50</p></td><td style=\"text-align:left;\"><p>$15</p></td><td style=\"text-align:left;\"><p>$20</p></td><td style=\"text-align:left;\"><p>$26</p></td><td style=\"text-align:left;\"><p>$33</p></td><td style=\"text-align:left;\"><p>$40</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>155%</p></td><td style=\"text-align:left;\"><p>53%</p></td><td style=\"text-align:left;\"><p>33%</p></td><td style=\"text-align:left;\"><p>30%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>22%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>30</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>35</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>32</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$450</p></td><td style=\"text-align:left;\"><p>$660</p></td><td style=\"text-align:left;\"><p>$910</p></td><td style=\"text-align:left;\"><p>$1122</p></td><td style=\"text-align:left;\"><p>$1320</p></td><td style=\"text-align:left;\"><p>$1500</p></td></tr></tbody></table><p>Click to enlarge</p><p><em>Source: The Financial Prophet.</em></p><h2 id=\"id_1754707476\">Risks to Nvidia</h2><p>The most significant risk to Nvidia&#39;s stock may be a &#34;disappointing AI revolution.&#34; If the AI segment is much smaller than expected, or if Nvidia&#39;s role gets minimized in the futuristic segment, we could see substantial problems in Nvidia&#39;s stock. A worsening AI outlook would likely lead to lower revenue and EPS adjustments, resulting in multiple compression and a lower stock price for Nvidia.</p><p>Additionally, there are continuous risks of competition in AI. Many high-quality tech companies invest heavily in AI-related hardware, software, and services worldwide. Also, gaming and other segments constantly face the threat of completion, geopolitics, and macroeconomic elements. Investors should consider these and other risks before investing in Nvidia&#39;s stock.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Top AI Stock - Much More Upside Likely Ahead (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4620207-nvidia-top-ai-stock-much-more-upside-likely-ahead-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In May, Nvidia Corporation (NASDAQ:NVDA) provided one of the most outstanding earnings announcements ever. Nvidia delivered approximately $7.2 billion in revenues vs. the expected $6.52 billion. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4620207-nvidia-top-ai-stock-much-more-upside-likely-ahead-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4529":"IDC概念","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4527":"明星科技股","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4620207-nvidia-top-ai-stock-much-more-upside-likely-ahead-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2354655057","content_text":"In May, Nvidia Corporation (NASDAQ:NVDA) provided one of the most outstanding earnings announcements ever. Nvidia delivered approximately $7.2 billion in revenues vs. the expected $6.52 billion. Moreover, Nvidia's EPS increased to $1.09 vs. the consensus estimate of 92 cents. Nvidia smashed the Q1 earnings out of the park. However, genuinely stunning was Nvidia's forward guidance. Nvidia guided to a staggering $11B (plus/minus 2%) in revenues for Q2, much higher (53%) than the consensus estimate of only $7.18 billion.This remarkable guidance illustrates several crucial elements:First, the analyst community was and may continue to be significantly behind the curve on Nvidia and the AI revolution.Second, to post such results and future expectations, Nvidia is positioned incredibly well to capitalize on AI-driven markets in the future.Also, by posting such stellar numbers, Nvidia suggests it will likely beat its estimates. Otherwise, what would be the point in providing such excellent guidance if there is a likelihood of missing the mark?While Nvidia's valuation remains relatively high, the company could continue beating consensus estimates, and its stock should continue appreciating in the long term. The AI industry has tremendous untapped potential, and Nvidia's unique industry-leading position should enable it to excel in future years. We are still in the initial innings of the AI revolution, and Nvidia's comprehensive AI solutions should play a leading role in this game. Therefore, we should continue seeing Nvidia's stock trade at a premium multiple, and its stock price should continue appreciating in the coming years.Technically - Nvidia Has Been on FireNVDA (StockCharts.com)Nvidia's stock has more than quadrupled since I called it a strong buy in the $100-120 buy-in zone. However, while Nvidia's stock is relatively overbought in the near term, the share price could continue appreciating long term.Ideally, we'd get in on a 20-30% pullback. However, due to Nvidia's massive AI potential, a significant correction may not be in Nvidia's cards. Nevertheless, the open gap around the $360-300 range is vulnerable. Therefore, if we see enough volatility, Nvidia could fill this gap. This dynamic would create an excellent buying opportunity in Nvidia's stock.What if Nvidia doesn't correct by 20-30%?I was long Nvidia in the initial stages of the rally, and regrettably, I took profits in this stock too soon. However, I got blindsided by Nvidia's rollercoaster ride of crashing profitability, the rapid revenue increase, and the blowout Q2 revenue guidance of 53%. Despite Nvidia's overheated technical image, its stock price should continue appreciating long-term.The Market Was Very Wrong on NvidiaIt seems ludicrous that Nvidia crashed to the $100-120 range about nine months ago. Its stock is around $450 now, and it's challenging to comprehend that a stock of this ultra-high quality got so drastically oversold during the bear market stage.Yet, let's put things in perspective. Nvidia's stock was the poster child of the highly overbought equity during the 2021 tech bubble days. Nvidia's stock appreciated too high too quickly in late 2021, and then the bear market came. Nvidia's stock got obliterated due to a temporary slowdown in gaming and fears of lost cryptocurrency-related sales.However, Nvidia's leading AI position got ignored, and despite the substantial slowdown, Nvidia continued making gains in its data center segment. Also, due to its tremendous GPU-powered computing power, Nvidia should continue expanding revenues in the server space. Furthermore, Nvidia's gaming segment should recover. Yet, most importantly, Nvidia has enormous revenue growth and profitability potential in AI.Nvidia AI Platform And Industry-Leading TechnologyNvidia's AI platform, or the world's most advanced AI platform, is ready for enterprises and consists of critical components like generative AI, AI training, data analytics, inference, speech AI, and cybersecurity. Nvidia has done an excellent job in prioritizing AI, enabling it to stay ahead of its competition in one of the most promising markets globally. Through its inception program and other initiatives, Nvidia helps essential start-ups evolve much quicker through access to Nvidia's industry-leading hardware and top experts.Therefore, Nvidia offers the complete package when it comes to AI. This dynamic makes Nvidia highly unique and in a prime position to capitalize on the AI revolution moving forward. On the hardware side, Nvidia provides enterprises with supercomputers powered by Nvidia's industry-leading GPU technology. Moreover, Nvidia provides unique AI platform software to complement the hardware business. Nvidia provides AI models and services to complete the comprehensive AI package through its AI foundations solutions. AI foundations include cloud services, visual media, and biology-based generative AI models.Therefore, Nvidia is in an excellent market position, offering a comprehensive AI hardware, software, and services package. Moreover, Nvidia is the global leader in GPU technology, essential in the heavy lifting relative to powering AI. The AI industry is still in the very early stages of its development cycle, and it's clear that Nvidia's chips are in high demand and should continue powering the AI revolution moving forward. Thus, despite Nvidia's unusually high valuation, its stock price should appreciate considerably in the coming years.Nvidia - Not As Expensive As It SeemsDespite Nvidia's lofty 58 times forward EPS estimates (consensus), its revenues should expand considerably in the next few years. Moreover, Nvidia's growth runway remains vast, and it could sustain substantial 25-30% or higher revenue growth through fiscal 2028 (potentially longer).Remarkable Revenue Growth AheadRevenue estimates (SeekingAlpha.com)Consensus estimates suggest Nvidia will achieve approximately $115 billion in revenues in fiscal 2028 (2027). Moreover, higher-end estimates imply Nvidia could reach around $140 billion or higher by then. Also, consensus estimates could still be relatively low, and Nvidia likely has a high probability of achieving higher-end forecasts in the coming years. As Nvidia's revenues increase more than expected, its profitability could skyrocket in the years ahead.EPS Estimates - Still Too LowEPS estimates (SeekingAlpha.com )While Nvidia's EPS should surge by around 138% or more this year, consensus forward EPS estimates could be too low for future years. Next year's EPS estimate range is vast, ranging from a low estimate of around $6 up to $19. The mid-range or the consensus estimate is around $11, but Nvidia EPS could increase more than that. As Nvidia's revenues surge in future years, its profitability/EPS growth could increase more than the consensus estimates suggest.For instance, if Nvidia earns around $15 next year (fiscal 2025), its forward P/E ratio is only about 30 now. Even using depressed consensus figures puts Nvidia's forward P/E ratio at about 40 here. Due to its unique market-leading position in GPU technology, the data center sector, AI, and other lucrative segments, Nvidia deserves its premium multiple of 30-40 times forward EPS. Therefore, as Nvidia's revenues and profitability continue increasing, its stock price should appreciate considerably in future years.Where Nvidia's Stock Price Could Be in Future YearsYear (fiscal)202420252026202720282029Revenue Bs$46$65$88$110$135$162Revenue growth70%41%35%25%23%20%EPS$8.50$15$20$26$33$40EPS growth155%53%33%30%28%22%Forward P/E303335343332Stock price$450$660$910$1122$1320$1500Click to enlargeSource: The Financial Prophet.Risks to NvidiaThe most significant risk to Nvidia's stock may be a \"disappointing AI revolution.\" If the AI segment is much smaller than expected, or if Nvidia's role gets minimized in the futuristic segment, we could see substantial problems in Nvidia's stock. A worsening AI outlook would likely lead to lower revenue and EPS adjustments, resulting in multiple compression and a lower stock price for Nvidia.Additionally, there are continuous risks of competition in AI. Many high-quality tech companies invest heavily in AI-related hardware, software, and services worldwide. Also, gaming and other segments constantly face the threat of completion, geopolitics, and macroeconomic elements. Investors should consider these and other risks before investing in Nvidia's stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273848772559112,"gmtCreate":1707895405044,"gmtModify":1707897899193,"author":{"id":"4104042258996610","authorId":"4104042258996610","name":"Bentiger","avatar":"https://community-static.tradeup.com/news/8eed6a2d95f489583fd55e47dfaa1f92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104042258996610","authorIdStr":"4104042258996610"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273848772559112","repostId":"2411364493","repostType":2,"repost":{"id":"2411364493","kind":"highlight","pubTimestamp":1707881563,"share":"https://ttm.financial/m/news/2411364493?lang=&edition=fundamental","pubTime":"2024-02-14 11:32","market":"us","language":"en","title":"Here's Why Cathie Wood Can't Stop Buying Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2411364493","media":"Motley Fool","summary":"The much-followed investor is optimistic about Tesla despite recent market challenges.","content":"<html><head></head><body><ul style=\"\"><li><p>Following an underwhelming earnings report from Tesla, Ark Invest funds bought shares on the dip.</p></li><li><p>The bullish stance on Tesla revolves around its advancements in artificial intelligence, particularly in autonomous driving.</p></li><li><p>Tesla&#39;s AI initiatives extend beyond robotaxis with its humanoid robot and supercomputer.</p></li></ul><p>The day after a lackluster fourth-quarter and full-year 2023 earnings report, <strong>Tesla</strong> shares slid 12% on Jan. 25, and currently remain more than 50% off of highs. With macroeconomic headwinds forming and limited growth in the electric vehicle industry expected in the near term, Tesla investors are having to readjust expectations for the first time in a while.</p><p>But not popular investor Cathie Wood. Treating the sell-off as a buying opportunity, the funds of the Ark Invest CEO scooped up around 377,000 shares, good enough to bring  Ark&#39;s total position up to a value of $796 million and around 6% of its entire portfolio.</p><p>While Tesla&#39;s success in the electric vehicle industry aligns perfectly with Ark Invest&#39;s strategy of investing in disruptive and innovative companies, it probably isn&#39;t why Wood went on the recent buying spree. The real reason boils down to one thing: artificial intelligence (AI).</p><p>As Wood plainly put it in a November 2023 interview on CNBC, Tesla is the &#34;biggest AI play&#34; on the market today. But what does that really mean? With a deeper exploration, it becomes abundantly clear why Wood and other AI enthusiasts are so bullish on Tesla, CEO Elon Musk, and the company&#39;s various AI frontiers.</p><h2 id=\"id_1822898462\">The taxis that drive themselves</h2><p>Wood&#39;s enthusiasm regarding Tesla&#39;s AI future is primarily related to autonomous driving. Even though the technology has yet to completely replace drivers, Tesla achieved a major breakthrough in 2023. Previously, Tesla software engineers would code in responses for vehicles to make, but now the vehicle&#39;s course of action is determined by artificial intelligence neural networks that learn to drive just like you and me. The breakthrough holds the potential to scale development of the full-self driving software much faster and efficiently since humans are no longer needed to hardcode individual responses.</p><p>Once full autonomy is reached, a reality Musk sees happening by late 2025, Musk aims to launch a robotaxi business where users can hail rides from self-driving vehicles. Citing what he has called &#34;quasi-infinite&#34; demand, Musk believes the successful launch of a robotaxi fleet will be a moment talked about 100 years from now. While at times eccentric in his thinking, Musk isn&#39;t alone in the belief that robotaxis could transform society and spur financial growth for the company.</p><p>Conducting a Monte Carlo simulation that used computer algorithms to predict a range of potential outcomes based on mix of possible variables, analysts from Ark Invest attempted to quantify the impact a robotaxi business could have on Tesla&#39;s bottom line. Based on the results, Ark Invest projected in April 2023 that robotaxis could eventually account for 44% of total revenue and help push the company past the $1 trillion revenue mark, nearly a 4,000% increase from today. Should that estimate become reality, Tesla could reach $2,000 per share, a far cry from current prices of around $190.</p><p>These numbers may sound astronomical, but that doesn&#39;t mean they should be dismissed. One of the primary reasons Wood and her team think robotaxis could generate significant revenue lies in the assumption that a robotaxi business would operate similarly to software-as-a-service (SaaS) products.</p><p>Like SaaS business models, Tesla&#39;s primary expense with a robotaxi fleet would be maintenance and upkeep of the software. With a lack of expenses related to hardware or materials, Tesla&#39;s robotaxis could achieve SaaS-like margins of greater than 75%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56634e56a8dac9f9aafbd9918586cf13\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_843107590\">Building the robot of the future</h2><p>While Wood thinks that robotaxis hold the most potential for Tesla in the near to mid term, she hasn&#39;t yet ruled out the long-term potential that its humanoid robot, Optimus, could bring in the future.</p><p>Optimus is primarily designed to take over hazardous or repetitive tasks that are currently performed by humans and holds the potential to disrupt labor markets across several industries. With plans to implement the robot in Tesla factories and test its capabilities on the EV assembly line, Musk expects that with continued refinement, Optimus will be available for purchase by customers in 2025.</p><p>As with autonomous driving technology, there is still room for improvement, but advancements are progressing. In October 2023, Tesla unveiled the newly revamped second generation of Optimus, which moves 30% faster, boasts more fluid body control, has tactile sensing on all fingers, and weighs 20 pounds less.</p><p>With the humanoid robotic market projected to grow from $1.8 billion to more than $13.8 billion by 2028, the successful development of Optimus could expose Tesla to another lucrative source of revenue. Should the current trajectory be maintained, Musk has said he foresees a day when Optimus accounts for the &#34;majority of Tesla&#39;s long-term value.&#34; </p><h2 id=\"id_1838828134\">Tesla&#39;s secret weapon</h2><p>Wood&#39;s optimism for Tesla&#39;s AI future goes deeper than just the results of a Monte Carlo simulation or Musk&#39;s wishful thinking. Unlike other companies developing AI business models, Tesla has a secret weapon that gives it an advantage: its supercomputer Dojo.</p><p>Developed in-house by Tesla engineers, Dojo provides the computing power to process millions of hours of driving data from its vehicles around the world. Designed specifically for AI applications, Dojo is then used to train visual AI models used in self-driving software.</p><p>Since its official revealing in August 2021, Dojo&#39;s capabilities have only increased with time, a trend that will likely continue. Musk intends to make Dojo the most powerful supercomputer in the world by Q4 2024, with plans to invest more than $1 billion into its development in the next year.</p><p>Recognizing Dojo&#39;s importance and growing capabilities, Wood believes that the supercomputer &#34;will increase the odds that Tesla will be the first to roll out a nationwide autonomous taxi platform.&#34; Only time will tell, but on its current trajectory, and given Musk&#39;s track record of following through on goals (even if deadlines are overly ambitious), the stars are aligning for Tesla to become the global leader in AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Cathie Wood Can't Stop Buying Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Cathie Wood Can't Stop Buying Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-14 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/13/heres-why-cathie-wood-cant-stop-buying-this-artifi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following an underwhelming earnings report from Tesla, Ark Invest funds bought shares on the dip.The bullish stance on Tesla revolves around its advancements in artificial intelligence, particularly ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/13/heres-why-cathie-wood-cant-stop-buying-this-artifi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4587":"ChatGPT概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4544":"ARK ETF合集","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0823414478.USD":"法巴经典能源转换基金","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4528":"SaaS概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://www.fool.com/investing/2024/02/13/heres-why-cathie-wood-cant-stop-buying-this-artifi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411364493","content_text":"Following an underwhelming earnings report from Tesla, Ark Invest funds bought shares on the dip.The bullish stance on Tesla revolves around its advancements in artificial intelligence, particularly in autonomous driving.Tesla's AI initiatives extend beyond robotaxis with its humanoid robot and supercomputer.The day after a lackluster fourth-quarter and full-year 2023 earnings report, Tesla shares slid 12% on Jan. 25, and currently remain more than 50% off of highs. With macroeconomic headwinds forming and limited growth in the electric vehicle industry expected in the near term, Tesla investors are having to readjust expectations for the first time in a while.But not popular investor Cathie Wood. Treating the sell-off as a buying opportunity, the funds of the Ark Invest CEO scooped up around 377,000 shares, good enough to bring  Ark's total position up to a value of $796 million and around 6% of its entire portfolio.While Tesla's success in the electric vehicle industry aligns perfectly with Ark Invest's strategy of investing in disruptive and innovative companies, it probably isn't why Wood went on the recent buying spree. The real reason boils down to one thing: artificial intelligence (AI).As Wood plainly put it in a November 2023 interview on CNBC, Tesla is the \"biggest AI play\" on the market today. But what does that really mean? With a deeper exploration, it becomes abundantly clear why Wood and other AI enthusiasts are so bullish on Tesla, CEO Elon Musk, and the company's various AI frontiers.The taxis that drive themselvesWood's enthusiasm regarding Tesla's AI future is primarily related to autonomous driving. Even though the technology has yet to completely replace drivers, Tesla achieved a major breakthrough in 2023. Previously, Tesla software engineers would code in responses for vehicles to make, but now the vehicle's course of action is determined by artificial intelligence neural networks that learn to drive just like you and me. The breakthrough holds the potential to scale development of the full-self driving software much faster and efficiently since humans are no longer needed to hardcode individual responses.Once full autonomy is reached, a reality Musk sees happening by late 2025, Musk aims to launch a robotaxi business where users can hail rides from self-driving vehicles. Citing what he has called \"quasi-infinite\" demand, Musk believes the successful launch of a robotaxi fleet will be a moment talked about 100 years from now. While at times eccentric in his thinking, Musk isn't alone in the belief that robotaxis could transform society and spur financial growth for the company.Conducting a Monte Carlo simulation that used computer algorithms to predict a range of potential outcomes based on mix of possible variables, analysts from Ark Invest attempted to quantify the impact a robotaxi business could have on Tesla's bottom line. Based on the results, Ark Invest projected in April 2023 that robotaxis could eventually account for 44% of total revenue and help push the company past the $1 trillion revenue mark, nearly a 4,000% increase from today. Should that estimate become reality, Tesla could reach $2,000 per share, a far cry from current prices of around $190.These numbers may sound astronomical, but that doesn't mean they should be dismissed. One of the primary reasons Wood and her team think robotaxis could generate significant revenue lies in the assumption that a robotaxi business would operate similarly to software-as-a-service (SaaS) products.Like SaaS business models, Tesla's primary expense with a robotaxi fleet would be maintenance and upkeep of the software. With a lack of expenses related to hardware or materials, Tesla's robotaxis could achieve SaaS-like margins of greater than 75%.Image source: Getty Images.Building the robot of the futureWhile Wood thinks that robotaxis hold the most potential for Tesla in the near to mid term, she hasn't yet ruled out the long-term potential that its humanoid robot, Optimus, could bring in the future.Optimus is primarily designed to take over hazardous or repetitive tasks that are currently performed by humans and holds the potential to disrupt labor markets across several industries. With plans to implement the robot in Tesla factories and test its capabilities on the EV assembly line, Musk expects that with continued refinement, Optimus will be available for purchase by customers in 2025.As with autonomous driving technology, there is still room for improvement, but advancements are progressing. In October 2023, Tesla unveiled the newly revamped second generation of Optimus, which moves 30% faster, boasts more fluid body control, has tactile sensing on all fingers, and weighs 20 pounds less.With the humanoid robotic market projected to grow from $1.8 billion to more than $13.8 billion by 2028, the successful development of Optimus could expose Tesla to another lucrative source of revenue. Should the current trajectory be maintained, Musk has said he foresees a day when Optimus accounts for the \"majority of Tesla's long-term value.\" Tesla's secret weaponWood's optimism for Tesla's AI future goes deeper than just the results of a Monte Carlo simulation or Musk's wishful thinking. Unlike other companies developing AI business models, Tesla has a secret weapon that gives it an advantage: its supercomputer Dojo.Developed in-house by Tesla engineers, Dojo provides the computing power to process millions of hours of driving data from its vehicles around the world. Designed specifically for AI applications, Dojo is then used to train visual AI models used in self-driving software.Since its official revealing in August 2021, Dojo's capabilities have only increased with time, a trend that will likely continue. Musk intends to make Dojo the most powerful supercomputer in the world by Q4 2024, with plans to invest more than $1 billion into its development in the next year.Recognizing Dojo's importance and growing capabilities, Wood believes that the supercomputer \"will increase the odds that Tesla will be the first to roll out a nationwide autonomous taxi platform.\" Only time will tell, but on its current trajectory, and given Musk's track record of following through on goals (even if deadlines are overly ambitious), the stars are aligning for Tesla to become the global leader in AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}