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Nvidia de parel voor de komende jaren
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Huil maar niet schreef op 5 mei 2024 20:13 :
[...]
Weet jij toevallig de koersdoeln van nvidia
Via deze?www.benzinga.com/quote/NVDA/analyst-r...
nine_inch_nerd schreef op 5 mei 2024 20:39 :
[...]
Via deze?
www.benzinga.com/quote/NVDA/analyst-r... dank je wel
The AI chip market is expected to grow nearly 6x by 2030, as increased applications require new computing infrastructure.
NVIDIA CORP : Jefferies bevestigt koopadvies 13 mei 2024 om 10:44 uur Delen In een door Jefferies gepubliceerd analistenrapport adviseert Blayne Curtis zijn klanten om het aandeel te kopen. Het koersdoel is naar boven bijgesteld en bedraagt nu 1200 USD, terwijl dat voorheen 780 USD was.
Huil maar niet schreef op 13 mei 2024 18:56 :
NVIDIA CORP : Jefferies bevestigt koopadvies
13 mei 2024 om 10:44 uur
Delen
In een door Jefferies gepubliceerd analistenrapport adviseert Blayne Curtis zijn klanten om het aandeel te kopen. Het koersdoel is naar boven bijgesteld en bedraagt nu 1200 USD, terwijl dat voorheen 780 USD was.
Het feest kan beginnen wat mij betreft.
Leesvoer. Voor geïnteresseerden. Voor dit rustig dagje.De wereldwijde strijd om chipproductie Regeringen geven miljardensteun aan de chipsector Daan van Monsjou Inhoudsopgave:1. Inleiding 2. Europa 3. Verenigde Staten 4. Japan en Zuid-Korea 5. Taiwan en China tweakers.net/reviews/12014/van-de-eu-...
Vandaag nog interessant om te kopen? Ik was te laat;( Ik had advies gekregen paar jaar geleden en nu zo hard gestegen..
Jager63 schreef op 14 mei 2024 09:06 :
[...]
Het feest kan beginnen wat mij betreft.
In mijn Porto is het feest met Nvidia vorig jaar al begonnen. Hou ze nog even lekker vast.
Japaho schreef op 14 mei 2024 20:14 :
[...]
In mijn Porto is het feest met Nvidia vorig jaar al begonnen. Hou ze nog even lekker vast.
Nvidia en SMCI zijn weer de smaakmakers. Op de Nederlandse beurs is PNL interessant. Overname geruchten worden steeds sterker.
Die 'Fast Eddy' :)‘Nvidia wordt de Apple van de jaren 2010’ Eddy Schekman 16 Mei 2024www.cashcow.nl/nvidia-wordt-de-apple-...
Stef84 schreef op 17 mei 2024 09:05 :
PNL?
PostNL
NVIDIA Blackwell GB200 Superchip to Cost up to 70,000 US Dollars by AleksandarK Yesterday, 12:20 Thursday, May 16th 2024www.techpowerup.com/322498/nvidia-bla...
nine_inch_nerd schreef op 17 mei 2024 11:08 :
NVIDIA Blackwell GB200 Superchip to Cost up to 70,000 US Dollars by AleksandarK Yesterday, 12:20
Thursday, May 16th 2024
www.techpowerup.com/322498/nvidia-bla... Mooi artikel, interessante toekomst voor de AI / superchip markt. Nvidia voorop en de overige zoals AMD, Intel, TSM e.v.a. zullen niet stilzitten en ook door ontwikkelen.
PNL: Dit is toch een aandeel van de staat? Kan toch nooit overgenomen worden, van welke bron hebben jullie dit?
Stef84 schreef op 17 mei 2024 18:24 :
PNL: Dit is toch een aandeel van de staat?
Kan toch nooit overgenomen worden, van welke bron hebben jullie dit?
google maar eens naar: post-nl-aandelen-daniel-kretinsky-vesa-equity
Several Wall Street brokers raise price targets on Nvidia stock into earnings www.investing.com/news/stock-market-n...
Ahead of Nvidia (NASDAQ:NVDA)'s earnings release on Wednesday, May 22, analysts at Barclays, Baird and Stifel raised their price target for the stock. In a note Monday, Barclays maintained a Neutral rating on Nvidia but increased its target for the company's shares to $1,100 from $850, stating that all signs point to another revision higher. "All in, checks continue to point to >$1B in upside in April and $2B in July.," stated Barclays. "We believe the company can capture incremental revenue upside due to pricing on H200, which will start shipping in the July quarter." They added: "Looking forward, the next major step up in revenue will be from the ramp of the GB200. The company intra-Q spoke very positively of the total mix moving towards the complete GB200 solution for hyperscalers, and we don't believe this mix shift is fully appreciated." Baird raised its target for the stock to $1,200 from $1,050, keeping an Outperform rating on Nvidia shares. The firm raised its estimates/price target based on the continued strength in AI-related demand for Nvidia. "There is no match to Nvidia's products offering this year and next, which, combined with shortening lead times (CoWoS capacity ramp), should play well into the second half of the year from a market share standpoint," they wrote. "Raising our GPU unit shipment forecast for this year with strong growth expected for 2025 as well, supporting our raised DC revenue forecast for the year." The Stifel price target for Buy-rated and Top Pick Nvidia was lifted to $1,085 from $910. Analysts at the firm expect another round of strong results and a positive outlook as the AI infrastructure investment cycle continues. "Once again, a beat/raise is widely anticipated with investor focus likely to remain on medium-term sustainability of accelerating AI infrastructure investment, competitive dynamics as MI300x ramps and CSPs increasingly invest in home-grown AI accelerator technology, the usual concerns around China and updates on NVDA's software strategy," said Stifel. "Our supply chain checks continue to indicate a robust demand environment for H100/H200 even as excitement around Blackwell continues to grow." Elsewhere, Morgan Stanley said in its Nvidia preview note that their view of a positive quarter has not changed, with AI visibility continuing to grow. "Enthusiasm for NVL72 is core to a growing enthusiasm among investors for next years growth," said the bank. "Each of the last 2 quarters NVDA has beat initial revenue guidance by ~$2bn and guided for an incremental ~$2bn; we expect something similar later this week."
Koersdoelen voor Nvidia gaan weer omhoog. Ben benieuwd wat voor nieuws Nvidia woensdagavond te vertellen heeft en hoe de cijfers ontvangen worden. Woensdag nabeurs is een goede graadmeter voor donderdag.
Nvidia CEO Says Dell Partnership Is Key in Its Push to Expand AI Mon, May 20, 2024 finance.yahoo.com/news/nvidia-ceo-say...
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