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

Ich sag rauf, Richtung 125$

NVIDIA

Und Jensen wird nächstes Jahr wieder verkaufen bevor Blackwell Ultra kommt. Und der Kurs wird wieder viel höher stehen als heute. Immer die gleiche Leier und Aktienverkäufe vom CEO sind Schall und Rauch. Völlig unsinnig danach Investmententscheidungen zu tätigen. Tim Cook hat ein Riesenpaket bei 150,00$ verkauft und heute stehen wir bei 227$. Nach Insiderverkäufen bei großen Blue Chips zu gehen, ist wie das Wetter in 6 Monaten zu bestimmen. Irgendwann lernt es doch hoffentlich auch mal der Letzte...

Denke rauf, Widerstände sind gebrochen. Zinsen anständig gesenkt und der September bald vorbei. Jahresendrally kann einsetzen.

Was denkt ihr den

Vertrau mir Bruder?

Quelle?

Wird heute sinken

Ich glaube ich habe die News um den trading plan des CEOs richtig verstanden. Das war für mich die relevante News, die den Kurs innerhalb kürzester Zeit anstiegen ließ, es passt auch zeitlich zusammen.

Verstehst du kein Englisch oder so?

Ich bleibe dabei, wir können die Apple Story ab 2007 nochmal mitnehmen für die nächsten Jahre. Es wird volatil bleiben, aber das Risk/ Reward Ratio bei NVIDIA ist und bleibt unschlagbar.

https://de.investing.com/news/stock-market-news/nvidia-im-fokus-starke-nachfrage-nach-hopper-und-blackwellgpus-2714207

Nein, die wirklich ausschlaggebende Meldung war die folgende - Link folgt

Die einzige Nachricht, die man gestern mit den plötzlichen Anstieg in Verbindung bringen kann, ist tatsächlich jene (wie mehrmals bereits angemerkt) mit dem CEO und seinem trading plan. Nachdem er bereits 700 Millionen Euro mit dem Verkauf von Nvidia-Aktien erlöst hat, soll angeblich vorerst nun Schluss damit sein. Nur: Was bitte rechtfertigt deswegen mal schnell mehr als 100 Milliarden Marktkapitalisierung hinzuzufügen? Nichts und er wird ja auch nicht aufhören Aktien zu verkaufen, es wird mit Sicherheit einen neuen trading plan geben. Mir wäre langsam lieber die Aktie würde ruhig und aufgrund von Fundamentalnews steigen, als diese (ich trade die Aktie nicht, nur buy-and-hold) nervige Vola.

https://www.fool.com/investing/2024/09/24/nvidia-stock-good-news-from-wall-street-ai-boom/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=f4bec109-5fb7-4f7d-87c1-13e30c1f3cb4&mod=mw_quote_news

Nvidia Stock Investors Just Got Good News From Wall Street: The Artificial Intelligence (AI) Boom Is Thriving By Trevor Jennewine – Sep 24, 2024 at 4:06AM JPMorgan says investments in AI infrastructure are building momentum Jonathan Linden and Joe Seydl at JPMorgan believe capital expenditures related to artificial intelligence (AI) infrastructure are still building momentum. They estimate spending from five hyperscale cloud companies -- Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle -- will increase at 24% annually over the next five years, up from 15% annually over the last five. Additionally, Linden and Seydl expect AI to have a measurable impact on productivity by the end of the decade. That may sound like the distant future, but they explained that the interval between technological innovation and productivity gains is actually shrinking. "Think of it this way: It took 15 years for the personal computer to increase the economy's productivity. AI could do it in seven." The International Data Corp. forecasts artificial intelligence will add $4.9 trillion to the global economy in 2030, up from $1.2 trillion this year. In that scenario, AI would account for 3.5% of global GDP when the decade ends. The implications of that estimate are enormous: Investments in AI are not only worthwhile, but also critical for businesses that hope to keep up with their competitors. Naysayers will undoubtedly write AI off as an overhyped technology in the coming years, just as some people did with the internet in the 1990s. And AI stocks may suffer a massive drawdown at some point, just as internet stocks did in the early 2000s. But the naysayers will ultimately be proven wrong, and Nvidia's share price could climb much higher in the future. Indeed, Beth Kindig at the I/O Fund believes Nvidia could be a $10 trillion company by 2030. Morgan Stanley says Nvidia's competitors consistently come up short Nvidia builds the most covered graphics processing units (GPUs) in the computing industry. The company accounted for 98% of data center GPU shipments last year, and those processors are the gold standard in accelerating AI workloads. Nvidia's market share in AI chips exceeds 80%, and Forrester Research recently wrote, "Without Nvidia GPUs, modern AI wouldn't be possible." The tidal wave of demand for AI infrastructure has naturally drawn more competitors to the market. That includes chipmakers like Intel and Advanced Micro Devices, as well as big tech companies like Alphabet, Amazon, and Apple. All of them have designed alternative GPUs or custom AI accelerators. But CEO Jensen Huang is confident that Nvidia chips offer the "lowest total cost of ownership," meaning chips with cheaper price points may actually cost more once associated expenses are included. Even so, Nvidia will almost certainly lose some market share as custom AI accelerators become increasingly popular in the years ahead. But losing some market share is not the same as losing its market leadership. Nvidia's superior hardware, coupled with its robust ecosystem of supporting software for developers, give the company a deep competitive moat that rivals find it difficult to overcome. Analysts at Morgan Stanley said as much in a recent note. "We have seen many threats to Nvidia come and go since 2018 -- something like a dozen start-ups, several efforts from merchant competitors such as Intel and AMD, and several custom designs. Most of those have come up short. Competing with Nvidia, a company that spends $10 billion per year in R&D, is a difficult feat."