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

Achso wegen der Konferenz auf der heute Jensen spricht🤣

Absturz

So wie es aussieht könnt ihr alle kein Englisch oder wollt es nicht lesen Deine 70-90 seht ihr nie mehr 😂

Ein und die selbe Person mehrmals blockieren habe ich nicht.Nur wenn ein und die selbe Person jedes Mal einen neuen Account erstellt.

Sicherheitshalber noch warten mit Investieren. Zwischen 70 und 90. Genau kann das keiner sagen.

Danke für den Link. Dachte Wallstreet Online ist ein gute Quelle. Aber ist ja wirklich haarsträubend zu lesen, was die da für Punkte anbringen. Das erwartete KGV von Nvidia für 2027 liegt bei 20-25. Es ist auch sehr sicher, daß das angelaufen wird, da die Auftragsbücher zum Bersten gefüllt sein. Aus meiner Sicht also ein absolutes Schnäppchen. Kann mich nicht erinnern, daß es Nvidia fundamental gesehen jemals so billig gab. Wenn man aber natürlich glaubt, daß diese ganzen Fakten gelogen sind oder die Welt untergeht, sollte man hier natürlich nicht investieren

Welchen Kandidat willst du den blocken?

Wieso muss man in diesem Drecksforum eine Person am Tag 5 mal blockieren? Wieso gibt es keine permanente Blockier-Funktion? Wer hat sich diesen schrott ausgedacht

Nvidia fears may be overdone, and this analyst offers a simple reason why Nvidia’s stock rallies as Morgan Stanley says Blackwell ramp could soon quash several investor worries By Emily Bary Last Updated: Dec. 21, 2024 at 7:14?a.m. ET First Published: Dec. 20, 2024 at 11:07?a.m. ET There are at least four issues clouding over shares of Nvidia Corp., which are down more than 10% from their record-high close. But Morgan Stanley analyst Joseph Moore thinks soon only one thing will matter for the company: Blackwell. That’s the company’s new chip, and by the second half of 2025, Moore expects “the only topic” for investors will be the strength of this ramping product. “We have tended to be most enthusiastic on Nvidia when the near-term data points appear mixed, but underlying dynamics are very strong,” he wrote Friday. “We think we are approaching that point now. We think there are a number of concerns here, some of which are overstated, some of which are anxiety inducing short term but we believe irrelevant longer term.” Moore went on to unpack the four biggest anxieties for Nvidia investors now, one of which concerns Hopper, the company’s older chip family. “This is a non issue, in our view, but there are likely to be noisy headlines in early 2025 that Nvidia builds are coming down,” he wrote. It makes sense why builds would slow further, he noted: “At some point, building H200s,” which is part of the Hopper lineup, “takes away valuable back end and HBM3e supply that is more productively used for Blackwell.” HBM3e is a type of high-bandwidth memory product. As for Blackwell, he wrote that “not every version of new Blackwell products is ready to ship at the same time.” That’s worth pointing out because he’s “hearing anxiety about some of the types that aren’t ready.” Moore added that he’s not “discounting” timing differences but expects that “all of the Blackwells should get sold, even if this drives allocation from one customer to another.” There’s also been some fear about heightened competition from makers of application-specific integrated circuits, including Broadcom Inc. and even Amazon.com Inc. “In 2025, we believe that the biggest users of ASICs will actually see purchasing shift back towards GPUs, based on conversations with those customers,” he wrote. Finally, there are worries about scaling, Moore said: “The key technologists driving spending in the largest [artificial general intelligence] ‘arms race’ cluster build-outs are seeing benefit to scaling out cluster sizes, but the financial backers in venture capital or enterprise cloud are raising questions about ROI for those models,” or the returns on investment. While he “can’t rule out a consolidation in that portion of the market” come calendar 2026, Moore also thinks Nvidia has rolled out technology recently that looks to make big clusters more efficient. And thinking big picture, Moore still expects Nvidia to see faster revenue growth next year than Broadcom or Advanced Micro Devices Inc. https://www.marketwatch.com/story/nvidia-fears-may-be-overdone-and-this-analyst-offers-a-simple-reason-why-3d0b4e29?mod=WTRN_pos2&cx_testId=99&cx_testVariant=cx_1&cx_artPos=1

Ja 10:00 PT + 8 Stunde wegen hier Winterzeit. = 18:00 CET

https://www.nvidia.com/gtc/keynote/

Um 16 Uhr

Die Gratis-Rallye wird es diesmal nicht geben. Die Zeiten sind vorbei.

Rallye nach , aber besser schon vor der GTC-Konferenz heute würde mich sehr freuen 😊

Hexensabbat, war doch n Argument von Woife und er lag immer falsch 🤪

Freitag Hexensabbat. Wird sehr turbulent werden