NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVD Forum: Aktien Thema: Hauptdiskussion

Es kommt wie es kommt mache mir kein Stress.Beim letzten Mal ist mein Gesicht geschmolzen als die Rakete bei den Earnings zum U-Boot wurde.😂

Froch misch, warum der Grom geschtern sou gstieche is🥲

NVDA vs. MU vs. AMD – Top UBS Analyst Picks the Best AI Chip Stock Sheryl Sheth Mar 03, 2026, 08:58 AM NVDA vs. MU vs. AMD – Top UBS Analyst Picks the Best AI Chip Stock UBS top analyst Timothy Arcuri updated his views on leading U.S. chip makers Nvidia , Micron MU , and Advanced Micro Devices AMD . While he remains bullish about the long-term potential of all three companies, he adjusted price targets based on near-term outlooks. Arcuri reiterated his Buy ratings across the board with the following changes: NVDA – Maintained price target of $245, implying 34.3% upside MU – Raised price target from $450 to $475, implying 15.1% upside AMD – Lowered price target from $330 to $310, suggesting 56% upside Arcuri is a five-star analyst on TipRanks, ranking #5 out of 12,141 analysts tracked. He boasts a 76% success rate and an impressive average return per rating of 41.4%. Arcuri met NVDA CFO Colette Kress on a bus tour and returned bullish on Nvidia’s networking growth and long-term margins. Kress noted that hyperscalers are planning 2027 compute buildouts amid strong demand, signaling a strong demand momentum over the short term. He also stated that hyperscalers have strong balance sheets and cash flows, enabling large capex spending ahead of revenue and profits, similar to the cloud expansion of the past decade. Hyperscalers are also using financing leases, special purpose vehicles, and other options to fund the capex. Nvidia is already the world’s top networking company and plans to exceed all other networking chip makers combined by this year-end. Gross margins are at 71% now, nearing the 75% max target suggested by the management. Arcuri maintained his calendar 2027 and 2028 earnings per share (EPS) estimates at approximately $12.50 and $15, respectively.

Keine Angst. 16. März startet die Rakete. Hybride neuromorphe Chips kombiniert mit Photonik. Schnallt euch an. Patente und Finanzierungen an entsprechende Zulieferer bestätigen dies. 🤖 Die autarken Roboter kommen.

Welche Rakete??

Hom mer bal werrer zwostellische Kursche hier😉

Auweia, heit prüchelts den Grom ewer nobb😃

Morgen Broadcom zahlen.😶‍🌫️

Erst gestern wechselte Morgen Stanley seinen bevorzugten Chiphersteller von Micron Technology zu NVIDIA.

Lass dir nichts anderes einreden. In Korea waren die Speicherchip-Hersteller zu viel gestiegen. Ähnlich wie Micron Technology in den USA. Eine normale Korrektur.

N paar Werte dort sind in der Tat gut runter gegangen. Sk hynix minus 10 z.B.

Sind wahrscheinlich lauter Hebler die Asiaten 😁

https://www.n-tv.de/wirtschaft/der_boersen_tag/Aktienkurse-in-Seoul-stuerzen-ab-id30423807.html

Ich werde es beobachten 🙃

Absturz? 😂