Dr Eileen CO Chief Anyanwụ Ụtụtụ’s Post

Incredible success of NVIDIA June 18, Nvidia jumped to become the world’s most valuable public company with a $3.34 trillion market cap overtaking Microsoft thanks to its ascent powered by the boom in generative artificial intelligence and surging demand for the company’s chips. Nvidia's rise being one of the fastest in market history, it will be interesting to see whether this is a temporary or ongoing mega trend~ https://lnkd.in/dYV8eSE3

Incredible success of NVIDIA June 18, Nvidia jumped to become the world’s most valuable public company with a $3.34 trillion market cap overtaking Microsoft thanks to its ascent powered by the boom in generative artificial intelligence and surging demand for the company’s chips. Nvidia's rise being one of the fastest in market history, it will be interesting to see whether this is a temporary or ongoing mega trend. https://lnkd.in/dYV8eSE3

🚀 Breaking News: NVIDIA's Record-Breaking Success! 🚀 NVIDIA has reported an astonishing 600% Year-over-Year profit increase, marking a historic milestone for the company. 📈✨ Here’s what you need to know: - 📊 **600% YoY Profit Increase**: NVIDIA's impressive performance highlights its strong market position and innovative capabilities. - 📉 **10-for-1 Stock Split**: Each existing share will be divided into 10, making it more accessible for investors. For more details, check out the full article here: [NVIDIA Reports Record-Breaking 600% YoY Profit Increase](https://lnkd.in/gTMzaDtN) #NVIDIA #TechNews #StockMarket #Investing #Innovation #FinancialGrowth #AI #Semiconductors

Is NVIDIA another bubble about to bust like Cisco post the dot com boom? 👀 That was the last time a tech startup without much brand recognition became the most valuable company of our world. Riding on the internet revolution, its product like NVIDIA's, became the back bone of the industry. When bubble finally bust, Cisco fell from its peak valuation that it had not caught up with even after 20+ years. NVIDIA, at its peak, dethroned Apple and Microsoft to become the world's most valuable company, despite lower brand recognition than the rest in the Magnificent 7 Apple Amazon Google Microsoft NVIDIA Tesla Knowing what we know today, and if we believe in the ability of Generative AI to change our world, NVIDIA clearly has ample headroom left. ✅ Lower Valuation: NVIDIA's 45x vs Cisco's 200x ✅ Stronger Fundamentals: Stock price soared about 200%, revenue 3x and operating margins 2x in the last one year ✅ Full Arsenal: Only company to offer hardware, software and services for end-to-end AI solutions ✅ Relentless Innovation: Newer, more powerful chips, released at lightening speed, are cannibalising its own bestsellers. Ampere (2020) to Hopper (2022) to Blackwell (March 2024) to Rubin (June 2024) presents a clear cycle compression which is in lockstep with hyperscaler cloud customers of NVIDIA, growing their CapEx from $140B to $200B in just one year. ✅ Untapped Potential: "Nvidia Omniverse" is not even factored into analyst's valuations estimates yet 🚀 As training and inference become the key to all Gen AI models (with new models being released at an increasing pace by likes of OpenAI, Anthropic and Google), coupled with compute power needed by the startups at the bottom of the pyramid, NVIDIA is clearly on top of this game. Tesla, alone, scooped up a massive 35,000 NVIDIA GPUs. An investment of $10,000 in NVIDIA at its IPO would be $59,107,800 today, a whopping 591,078%! That’s the prowess of tech-led disruptive innovation playbook, germinating from ‘zero-one’ ideas played with #PatientCapital creates #generational wealth. ✨ *This is not an investment advice. All opinions are absolutely personal. video credits: TradingView NVIDIA

NVIDIA: an unplowed field for conspiracy theories On Wednesday night, NVIDIA, the main bulldozer of EPS growth for the entire S&P 500 index, reported. The report was extremely good and the company's guidance for the next quarter beat analysts' expectations. After that the index decided to go into correction. But that's not what we're talking about now, but conspiracy theories surrounding NVIDIA's financial results. Many believe that NVIDIA's results are inflated for several reasons: 1. CoreWeave, a cloud infrastructure provider that NVIDIA owns a minority stake in, announced that it has raised $7.5 billion in debt financing secured by NVIDIA GPUs. In part, there's nothing strange about such a move, as CoreWeave, at NVIDIA's expense, has primary access to chips that are quite expensive. But what many people didn't like is that this is a CDO deal organized by Magnetar, the company that organized the mortgage-backed securities CDOs that fueled the mortgage bubble. And CoreWeave's CEO is a former Enron executive. Apparently Netflix is already preparing to make a movie about this scheme. 2. In NVIDIA's financial report, the line of deferred liabilities for the purchase of cloud services for R&D purposes began to grow rapidly. The total value of such commitments is about $8.8 bln. Some financial analysts attribute this to the fact that in this way NVIDIA packs discounts for top customers - MSFT, AMZN, GOOGL, as their share is about 40%. That may or may not be true, but I have big doubts about the feasibility of discounts from NVIDIA. If you look at what OpenAI is rolling out, it's easy to see that they wouldn't have made new models without switching from H100 to H200, which are 2x more powerful. Similarly with the China market. Despite the China supply ban, NVIDIA easily moved everything to other countries due to huge demand and the Chinese market was a big one for NVIDIA. The final spoonful of tar is the announced 10k1 split of NVIDIA shares. And everyone starts comparing it to the final split in Cisco shares during the dot-com crisis. But there is a big difference here too, the growth of Cisco shares was not accompanied by the growth of the company's financial results. NVIDIA's situation is just the opposite. The situation is as old as the world: it is just nice for a person to think that the Masonic lodge manipulates a small investor. But, unfortunately, life is much more prosaic if you look at the facts behind the loud headlines. 

NVIDIA, the leading artificial intelligence (AI) chipmaker, has surged to new record highs, with its market valuation breaching the $3 trillion mark, overtaking Apple to become the world's second most valuable company. Please follow merklepal for more tech updates #ai #aichip #nvidia #stock #technews #artificialintelligence

if you know, you know NVIDIA annual shareholder meeting today: june 26 2024 09:00 pst in about an hour we'll have a chance to listen to new developments. it's breath-taking. the speed of not only NVIDIA's ability to navigate (well i guess they must be using their own (ai) to decide what where how to do and then some. huh?) more importantly just as Apple Microsoft defined the pervasiveness of computers. their applications. we believe NVIDIA holds that position currently. they have been handsomely rewarded in the markets. a valuation as the most valuable in the world. 3.3 trillys. and going. so every and all announcements are truly where the centre of the universe of chip design, manufacturing, exists. it's more than simply offering state of the art chip design for (ai) modelling. where Alphabet Inc. organizes the world's information. NVIDIA makes sense of it. and everyone else applies it, to their subject matter expertise. this is the change that is afoot. at this moment. where it was a race to offer advertisers of services/products a better understanding of their clientele, now the lens is sharper. there is no need to suggest age/sex/ethnicity/generational differences. there are behaviours. theses behaviours are independent of what data was used to point adverts to. to get these people to buy more sh^t. that's the base of the u.s. economy. it's apparently consumer driven. and so in this post pandemic world where it literally stopped. and we were forced to sit still. wait it out as the storm clouds passed. in hopes no one. not us. or loved ones would perish. that time was a generational shift. we all felt. it. no matter what class you were. NVIDIA is the fulcrum Google is the waterfall or Google is the head NVIDIA the neck wherever the neck turns that is where the head has their attention. the neck keeps the attention of the head there. so it appears as if in many ways Google has in essence offered the search part of it's business up for grabs. this is why Perplexity exists, and others. a new dynamic pricing auction model is about to emerge. it will as it is by nature adversarial. let's not fool ourselves. we are designed to be adversarial. it's our nature. and in coveting $$$$$ as the prime objective. money for the sake of money this will destroy a lot of thoughtful, mindful, intentionally beneficial innovation. why? well. it's not playing according to the whims of a recommendation machine that rewards those that are part of it's invisible army. today is a crowning. it's a crown. upon the head of jensen. this is akin to king charles and his crowning. we wonder who will be at the crowning. to recognize this eventful day. it's good to be king. ;) < . > source: https://lnkd.in/eumX4num

🚀 Stratospheric Surge! 🌟 #Nvidia eclipses $3tn valuation, outpacing Apple. 🍏 What seemed unfathomable has now become reality. Nvidia's market worth has ascended past a whopping $3 trillion, surpassing tech titan Apple to nestle just shy of Microsoft's top spot in the valuation hierarchy. The tipping point was a stellar 5% surge in share price, eclipsing the $1,200 mark. This ascent is no fluke—it's underpinned by astute investments in AI, with the industry's eyes keenly fixed on Nvidia's pivotal role in this burgeoning domain. 🤖 Think about it, Nvidia's transformation from a graphics chip virtuoso to an AI juggernaut is reshaping industry benchmarks. With sales tripling to $26bn in the latest quarter, the figures speak volumes about its trajectory. But here's the kicker—a forth coming stock split aims to democratize share ownership, potentially igniting a new chapter of investor frenzy. 📈 This is Nvidia staking its claim in the 'next industrial revolution', with CEO Jensen Huang at the helm. We're not just spectators but participants in a world where AI is rapidly integrating into our business landscape. 💡 What's your take on Nvidia's meteoric rise?💭 Let's discuss the impact of AI on market dynamics! #NvidiaRise #ArtificialIntelligence #MarketLeadership

 📈I would never have thought in a million years that Nvidia would surpass Apple in value in effect becoming the second most valuable💲company worldwide. First off, I feel like this is somehow a modern miracle, a hardware⚙️oriented tech company becomes the second most valuable company in the world. Currently, Nvidia is valued over $3tn dollars and that makes it worth more than Apple. Out pacing Apple🍎to being the second most valuable company is no mean feat especially with the dominance we have had from software led tech companies. Considering we had a semiconductor shortage during the Covid 😷 lock-downs, I feel this is even more incredible that almost 4 years later, Nvidia hasn’t only recovered but is now thriving. With the rapid rise of AI powered solutions many are making the bet that Nvidia’s GPUs and TPUs are going to power the future of AI. ⬆️Looking at Nvidia’s market cap in 2020 it hit a high of around $0.359tn that means it has grown by almost ten times since 2020. Basically, before the tech bubble of the nineties, software companies were trailing behind hardware oriented companies like IBM and Dell. This changed with growth in the technology and internet sectors heralding a thriving software industry. There was a new demand for software as PCs became prevalent everywhere. Also there was the dot-com bubble where there was wild speculation that was leveraged on many tech companies that had any cyber real estate on the internet. From here on the dominance of software-oriented companies has been undisputed till date. With Google, Amazon and Apple leading the way. If Nvidia continues gathering steam, it may have enough power to outmaneuver Microsoft which has a market cap of $3.15tn. Okay so what do I think of all this, if there is ever a good investor surely I can point out a great skeptic. I feel a little skeptical because AMD who are the direct competitor to Nvidia are at a market cap of $268billion. I feel that once the excitement of machine learning and AI dies down we will then have the true value of Nvidia currently, I still don’t see the value proposition making it ten times the operation it was in 2020. Yes I do know that they have launched services and products catered to AI and machine learning. I guess their current market cap is a testament to that, however, I feel that its still too soon to know where or when this AI/ML bubble 🫧 is going to burst, just like the crypto bubble. Tell me are we heralding a new age of hardware-oriented tech firms taking the helm of corporate excellence or is this just another bubble? ❓💬 #nvidia #apple #ml #ai #covid