Nvidia Corporation (NASDAQ: NVDA ) recently posted its Q3 results , and readers who have read my last thesis and my first major analysis focusing on the company's impending valuation decline related toOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A trusted voice in ...

Nvidia has unveiled an AI model it dubs “a Swiss Army knife for sound.”Fugatto (or “Foundational Generative Audio Transformer Opus 1”) is an artificial intelligence (AI) tool that can take prompts using any mix of text and audio files to generate or transform any combination of sounds, music and voices, the tech giant said Monday (Nov. 25).“For example, it can create a music snippet based on a text prompt, remove or add instruments from an existing song, change the accent or emotion in a voice — even let pe ...

Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...

Nvidia Corporation's (NVDA -3.45%) shares dipped 3.4% in response to its fiscal 2025 third-quarter results last week, but I see this modest move lower as an opportunity to add to my position. While analysts project the company's revenue growth to slow from 111.9% in fiscal 2025 to 49.2% in fiscal 2026, I remain convinced of this technology giant's fundamental story.I'm particularly excited about the opportunity that lies ahead in artificial intelligence (AI). Major cloud providers plan to invest $267 billio ...

Have you evaluated the performance of Nvidia's (NVDA) international operations for the quarter ending October 2024? Given the extensive global presence of this maker of graphics chips for gaming and artificial intelligence, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success an ...

Investors get a peek into what hedge funds are doing with their money every quarter. The SEC requires institutional investors to file a 13F once they pass $100 million in assets. These reports are released 45 days after the end of the calendar quarter and disclose current positions. Billionaire hedge fund manager Ray Dalio and his firm Bridgewater Associates made an interesting move during the third quarter. They sold Nvidia (NVDA -1.85%) stock. They reduced their position sizing by about a quarter, selling ...

The tide has decisively turned for one of Nvidia's strongest operating metrics.Roughly 30 years ago, the advent of the internet changed the growth trajectory for businesses across the globe. Although it took a few years for the internet to mature as a technology and for businesses to fully understand how to harness its potential, it's had a notably positive impact on long-term growth trends.Since the mid-1990s, Wall Street has been waiting patiently for the next leap forward for corporate America. Over the ...

Nvidia (NVDA -3.22%) stuck to tradition when it reported third-quarter earnings last week. By this, I mean the tech giant went on to once again beat earnings expectations -- it's done this for at least the previous four quarters. It's easy to understand why Nvidia has been delivering such excellent surprises to investors quarter after quarter. The company is the leader in one of today's hottest markets: artificial intelligence (AI).Nvidia dominates the AI chip market, holding 80% share, but also has built a ...

2024 年 11 月 24 日 公司研究 FY25Q3 业绩超预期，预计 FY25Q4 Blackwell 交付顺利、加速出货 ——英伟达（NVDA.O）FY25Q3 业绩点评 | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------|-------------------------------------|------------------------------------------------|-------------------------------------------- ...

Demand for artificial intelligence (AI) is driving significant gains for leading chip stocks. These companies are playing pivotal roles in the adoption of this technology, and there are still opportunities for investors to make money. Statista estimates the AI chip market will grow more than 30% in 2024, which is significantly outpacing the 16% growth for the broader semiconductor industry.Here are two of the best stocks to profit off this opportunity.1. NvidiaNvidia (NVDA -3.22%) shares are up 186% year to ...