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

doch Samstag kam die Info

Moin zusammen zur Info Verfallstermin von Aktienoptionen und Futures - findet am 20. September 2024 statt. Könnte interessant werden für Schnäppchen 😉

Look for a Buying Opportunity’: Bank of America Weighs in on Nvidia Stock Marty Shtrubel Sep 09, 2024, 12:25 AM Nvidia (NASDAQ:NVDA) shares have lost some of their shine, falling 24% since reaching their all-time high in June, as headwinds have been building from multiple directions. Delays with the Blackwell chips and pressure on gross margins are taking a toll, while regulatory concerns such as a potential DOJ probe over Nvidia’s dominance in the AI chip market have recently cropped up. Other factors like competition, AI monetization, as well as broader market issues such as weak September seasonality, interest rates, and elections, are also playing their part in depressing sentiment. Considering these factors, Bank of America’s Vivek Arya, a 5-star analyst ranked in the top 1% of Street stock experts, believes they could “suppress the stock” in the short term. “However,” Arya goes on to say, “it could also potentially create an enhanced Buy opportunity with the stock ~27x CY25 PE within lowest quartile of valuation in past 5-years (median 36x PE). The key fundamental recovery catalyst will likely be supply chain data points over the next several weeks, confirming the readiness of new Blackwell product shipments.” Pertaining to the latter point, Arya thinks that doubts regarding AI capex and monetization are understandable but are a “fruitless endeavor” at least until 2026. AI capex is not only “driving new business opportunities” but is also essential for safeguarding “existing moats and large profit pools” in areas such as search, social media, and enterprise workloads (like chat and copilot functions). “The tech industry will give itself at least another 1-2 years of intense buildout of NVDA Blackwell chip with its 4x lift in AI training and 25x+ lift in inference,” the analyst opines. Furthermore, the initial efforts with large language models (LLMs) making use of Nvidia’s Hopper GPU architecture were “just the teaser,” with Arya thinking the next-generation of LLMs like OpenAI’s GPT-5 and Meta’s Llama 4 are when the industry’s real capabilities will be on display. All in all, Arya believes Nvidia’s current valuation presents an attractive opportunity, emphasizing that the stock has traded within a price-to-earnings range of the mid-20s to mid-60s over the past five years, with its current multiple being in the lowest quartile, which more than reflects the near-term uncertainties. To this end, Arya rates NVDA shares a Buy, backed by a $165 price target. There’s a potential upside of ~60% from current levels. (To watch Arya’s track record, click here) Among his peers, 38 analysts also rate Nvidia a Buy, while 4 remain on the sidelines with Hold ratings, making the consensus view a Strong Buy. The average price target stands at $151.79, suggesting a ~48% upside over the next year. www.tipranks.com/news/this-could-be-a...

Hast du einen Link dazu?

Keiner mitbekommen dass das US-Gericht den Fall mit Kartell erstmal pausiert hat?

Glaubt ihr fällt es weiter oder kommt jetzt der Rebound?

Mittwoch wieder US VPI Daten?

https://youtu.be/gUmo1_vgAww?si=SotoA8EUhOuUuDgU

https://www.guerillastocktrading.com/applied-digital-stock-up-on-nvidia-investment/

Ist das für heute, hast du ein link dafür

https://sakana.ai/series-a/

Guten Morgen, heute wird aus meine Meinung alles steigen, weil der Markt hat am Freitag alles bestraft. Wir wissen das September schon sehr volatil ist.

Hedgefonds setzten schon Calls mit 118 $

Hobby - kurzfristig mag der Abwärtstrend stimmen aber übergeordnet ist es noch ein Aufwärtstrend, da NVIDIA weite rüber der 200 und 100er EMA liegt. Und vielleicht überrascht Apple heute positiv.

Kommt auf deine Anlage an entweder Knock out Produkt Hebel zwischen 5-10 oder Put Option. Ich bin mit 10.000€ Short Hebel 6 aktuell, der Markt wird meiner Meinung definitiv weiter fallen. Keine Anlageberatung

Oder auch mal die 105 $ zurückholen. Wäre auch nicht schlecht.