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

Moin 🔥 https://x.com/NVIDIAGTC/status/1902155564001722685?t=D1xIkVbLwSm6iAcUDaP9yg&s=19

DER hgk50 machte 50% in 12 mon Nasdaq -1% woher haben sie ihre Quellen .Es wird noch so weiter gehen die nächsten Jahre solange Trump regiert

Natürlich, Xiaomi / BYD etc. Haben sich toll entwickelt. Aber mach doch nicht so ne Welle du Affe 🐒 morgens um 07 Uhr

This analyst has nothing but praise after the GTC keynote By Emily Bary Cantor Fitzgerald analyst C.J. Muse titled his post-GTC note to clients: "It Was the Best of Times, It Was the Best of Times." "It’s tough not to be impressed," he began. "The excitement at GTC is palpable and advancements being made in AI are truly amazing." Muse is encouraged by Nvidia's continued efforts to tie its software and hardware ecosystems together, as well as the steps it's taking to make "AI factories" seem more economical. And the company's next three generations of graphics processing units "bring along meaningful performance advantages," he noted. https://www.marketwatch.com/livecoverage/nvidia-gtc-stock-jensen-huang-keynote-blackwell/card/this-analyst-has-nothing-but-praise-after-the-gtc-keynote-e4YHE0IWKwYzmX6xAEDp?mod=mw_quote_news

Baba 5 Jahres Chart -23% NVIDIA 5 Jahres Chart + 2.000 Prozent War doch voll Okey wenn man hier investiert hat

Kann das aein das Sie etwas krank sind , ich wünsche eine gute Besserung .DEUTSCHE und China Aktien sind die beste Medizin für das Depot!! Trump xd

Evoarm du bist n richtiger Pfosten. Ich bin auch in China investiert aber du übertreibst extrem. Baba war im ATH bei 250 Euro. Ist dann Jahrelang nur abgeschmiert und seitwärts gelaufen. Jetzt mal wieder n Anstieg auf 130. aber immer noch meilenweit weg vom damaligen ath In der zeit hat man mit Ami Aktien mehrere 1000 Prozent Rendite machen können. Natürlich findet eine Umschichtung statt. Aber du übertreibst es wirklich enorm.

Is Nvidia's ecosystem 'on a different continent'? An Evercore analyst says GTC backs up that view. By Emily Bary Before GTC, hyperscale cloud customers said that Nvidia had an eight-year lead on the competition and that its "ecosystem is on a different continent," according to Evercore ISI analyst Mark Lipacis. Jensen Huang's keynote seemed to back up that thinking. It "reinforces our view that no one is investing at the pace or magnitude" Nvidia is when it comes to creating a full-stack platform that combines chips, hardware, networking and software. One standout area: The company has a new "Dynamo" operating system for inference workloads that helps them run more optimally. https://www.marketwatch.com/livecoverage/nvidia-gtc-stock-jensen-huang-keynote-blackwell/card/is-nvidia-s-ecosystem-on-a-different-continent-an-evercore-analyst-says-gtc-backs-up-that-view--Hsah2vMHQL6ZcGtjtB4L?mod=mw_quote_news

Du checkst es immer noch nicht nvidia ist Geschichte lang lebe China wer hier mehr als 100 euro bezahlte ist mehr als naiv

Der HKG50 wieder im Plus das bedeutet das Umschichten von Usa nach China geht weiter herrlich DEEPSEEK kills nvidia!!

Ich sehe kommen, wir werden wieder steil nach oben befördert und wilde und co heulen nach.. wieso sie nicht eingekauft haben

Morgen liebe Sorgen, NVIDIA heut ab die 103€?

Nvidia’s stock falls after GTC. Here’s why Wall Street wasn’t so impressed. Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments By Therese Poletti and Emily Bary Published: March 18, 2025 at 6:50?p.m. ET Jensen Huang brought the enthusiasm on Tuesday as he spoke for about two hours — supposedly without a teleprompter — about the big things ahead for Nvidia Corp. But Wall Street wasn’t as excited about what he had to say. Nvidia’s stock, which was down nearly 1% ahead of Huang’s keynote, ended the day off 3.4%. Nvidia clearly has a lot in its arsenal, as evidenced by a detailed roadmap for future product offerings and a vision to participate even more in industries like robotics and autonomous driving. But there were perhaps two things to nag at in CEO Huang’s speech. One is that many of the big opportunities ahead of Nvidia won’t translate into major revenue streams anytime soon. Another is that the keynote went largely as expected. The things Huang said “had already been said,” according to Maribel Lopez, a tech-industry analyst and founder of Lopez Research. Plus, there was hope that GTC would bring “a magic rabbit pulled out of a hat” in the form of a new revenue stream, she told MarketWatch. Instead, Huang mentioned areas like robotics and quantum computing that will take time to deliver payoffs. Quantum computing “is still not going to be a short-term revenue driver for anybody,” Lopez explained. And while robotics is a more mainstream field, it’s also not a major short-term sales driver, in her view, and it won’t scale as fast as Nvidia’s core chip business has. Jefferies analyst Blayne Curtis added that he was “hoping for more proof points” around the potential for Nvidia to expand its total addressable market and deliver advantages in total cost of ownership. Still, “what is clear is the scale and strength of [Nvidia’s] offerings across hardware/software and vertical domains,” he wrote in a note to clients. In detailing the company’s product roadmap, which is now on a cadence of a new product about every 12 to 18 months, Huang said the next-generation platform called Vera Rubin is due in the second half of 2026. It will have 3.3 times the performance of Nvidia’s Grace Blackwell system, with 144 graphics processing units. Following that will be Vera Rubin Ultra in the second half of 2027, an even more massive system which will have 14.4 times the performance of Grace Blackwell, and 576 GPUs. Curtis wrote that “the updated roadmap does suggest Rubin will only be an incremental update in 2026 with Rubin Ultra the more meaningful leap ahead in 2027.” The company also teased Feynman, which will follow the Blackwell and Rubin families with an expected 2028 launch. It’s named after theoretical physicist Richard Feynman, in keeping with Nvidia’s pattern of honoring prominent scientists through its product monikers. Nvidia’s ability to innovate quickly has kept competitors at bay and could continue to do so. “Even when they screw up” — like they did initially with Blackwell — “they recover quickly,” Lopez said. The company is on a 12- to 18-month product curve that executives “don’t miss,” he said. But Nvidia isn’t backing down from painting a vast picture of what’s ahead. “This isn’t like buying a laptop,” Huang explained. Customers need time to do things like create budgets and plan for power usage. https://www.marketwatch.com/story/nvidias-stock-falls-after-gtc-heres-why-wall-street-wasnt-so-impressed-f1f57cdd?mod=watchlist_latest_news

Voll der Quark, was du schreibst 🙈 ist Woife und Kurzdruck dein Bruder 🫣😝

Wenn ich mir den Kurs so anschaue, war es wohl gestern eher enttäuschend, selbst Intel Schluss im grünen. Denke die Anleger sehen bei Intel mit seinen neuen CEO höhere Chancen auf Gewinne😉