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

https://www.reuters.com/world/china/chinese-authorities-approve-nvidias-h200-ai-chip-sales-source-says-2026-03-18/

Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast There are questions about how much upside is really implied by Nvidia’s new outlook. In the meantime, investors may be looking for clearer growth opportunities elsewhere. By Britney Nguyen Last Updated: March 17, 2026 at 6:31 p.m. ET First Published: March 17, 2026 at 12:02 p.m. ET 'Last fall, CEO Jensen Huang said at the company’s Washington, D.C. iteration of GTC that it had visibility into more than $500 billion in revenue from the Blackwell and upcoming Rubin platforms through the end of 2026. That outlook powered Nvidia to a $5 trillion market capitalization. Now, Nvidia is worth less than $4.5 trillion, and Huang’s new disclosure of at least $1 trillion in Blackwell and Rubin revenue visibility through 2027 isn’t helping the stock. Nvidia shares have been little changed since Huang made his remarks at the flagship GTC keynote on Monday afternoon.' The implication that Nvidia will see at least $500 billion in revenue next year from these offerings is “impressive in absolute terms,” Seaport Research analyst Jay Goldberg said, but cautioned that, when looking at the Wall Street consensus, there’s “not much upside.” Admittedly, comparing the forecast to consensus expectations isn’t so clear-cut. The FactSet consensus calls for $443 billion in data-center revenue in calendar 2027, but not all of that may correspond to Blackwell and Rubin, in which case Nvidia’s outlook would be better than it looks. Bernstein analyst Stacy Rasgon said that with the $1 trillion forecast only counting Blackwell and Rubin, overall data-center revenue will top that figure. Plus, Nvidia’s guidance “is a current snapshot only,” he said in a Tuesday note. With seven quarters to go until the end of 2027, revenue trends could get even better — something Huang also anticipated during his keynote.' 'TD Cowen analyst Joshua Buchalter shared similar thoughts, noting that the company’s market capitalization has grown to the point that Nvidia trades differently than other stocks. “The reality is there are trading and fund-flow dynamics at play with a >$4T company that we, and investors, are not used to,” he said in a Monday note. Investors are looking for chip plays that have the potential to double, Buchalter said, and in Nvidia’s case, that would require the company’s market capitalization to hit $9 trillion, which is roughly equal to the combined GDPs of Germany and India.' 'He added that Taiwan Semiconductor Manufacturing’s role as the supplier of a majority of AI chips “naturally protects the industry from itself,” since the chip manufacturer, which is “historically conservative,” has good visibility into demand and therefore would be able to control issues of double or over-ordering by Nvidia or its other customers.'

alte Schallplatte. Laber, laber... Und Hormus vermint.

https://www.fool.com/investing/2026/03/17/nvidia-stock-investors-just-got-fantastic-from-the/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=a55befcd-19aa-455e-a80e-1c2ce7381f45&mod=mw_quote_news_seemore

Nvidia Stock Investors Just Got Fantastic From the Trump Administration A proposed rule that would have marked a major setback for the AI chipmaker has been shelved. By Danny Vena, CPA – Mar 17, 2026 at 11:21AM EST Key Points The Trump administration was considering a rule that would have required chipmakers to seek government permission before selling chips outside the U.S. After an interagency review, the rule was pulled. This could have been a costly hurdle for Nvidia and shows the potential perils of government regulations.

Wie? Geht auch unter Null??? 😂😂😂

Du bist unter meinem Niveau. Ich beleidige nicht. Wirst gesperrt höchstwahrscheinlich. Bye

Deine Reaktion, ist genau wie erwartet. Der, in die Ecke geriebener Hund bellt lauter, weil er sich anders nicht zu helfen weiß. Tu, was du nicht lassen kannst, juckt mich nicht im geringsten 😉🫡

So wie du klingen nur die Verlierer. Wir sind im hier in einem öffentlichen Forum und hier gibt es ein Verhaltenscodex. Werde dich jetzt melden müssen.

Dir gratulieren???😂 Für was??? Dafür das du die größte Luftnummer im Forum bist??? Du redest soviel Müll, das ja schon schlimmer als woife und kurzdruck zusammen 😂 Allein deine täglich wiederkehrenden Lügen, deiner ach so tollen trades... heute so, morgen so, übermorgen so... und selbst wenn du deiner Lügen gestellt wirst, gibst dus nicht mal zu... . Mach en Kopp zu und schäm dich mal paar Tage. Und übrigens, die, die wirklich Geld verdienen sind schon lange vor dir hier gewesen und habens gar nicht nötig beglückwünscht zu werden, geschweige denn den ganzen Tag hier rum zu hängen

Dann bist du Bagholder und Nichtsgönner sonst würdest du jetzt so nicht reagieren. Normalerweise müsste man der Person gratulieren weil der Trade aufgegangen ist. Typische Neidgesellschaft

Algay ich glaube hier scheisst jeder auf das was Du so tust🐒😉

Morgen zu 100% keine Zinssenkung schade das ich meinen Short aufgelöst habe. Egal kaufe morgen noch einen 🤭

@Mikey90 und du so ? 😅😅😅

Short war lecker 😋