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Nvidia de parel voor de komende jaren

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Hopper58 27 maart 2025 12:45

Intel Stock Could Soar If This Nvidia Rumor Is True
By Timothy Green – Mar 27, 2025 at 7:30AM

'One of the key priorities for new Intel (INTC -3.14%) CEO Lip-Bu Tan is to turn the company's foundry business into a success. The Intel 18A process node, which features multiple technological innovations and should challenge market leader TSMC in terms of performance and efficiency, is ready for production. The challenge now is to scale up and fill that capacity with new customer orders.

According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia (NVDA -5.59%) as a foundry customer. While Intel has both Microsoft and Amazon on board as Intel 18A customers, winning over the largest fabless chip designer by revenue would be an enormous vote of confidence in Intel's foundry business.'

www.fool.com/investing/2025/03/27/int...

Hopper58 27 maart 2025 13:01

Heb de laatste tijd de indruk dat China een hybride oorlog voert met een tegen de US-tech gerichte nieuwsstroom. Heel effectief. Misschien een idee voor Trump?

Roonie giant 27 maart 2025 13:30

Goed nieuws voor Nvidia vandaag, dat zou normaal de AI boost in USA verhogen, helaas pindakaas in de voorbeurs ... -2%

Volgens de Chinese partner H3C kampen de H20 kunstmatige intelligentie (AI) chips van halfgeleidergigant Nvidia terwijl de vraag toeneemt . Het nieuws werd als eerste gemeld door Reuters , verwijzend naar een bericht van een klant. De H20 AI chips van Nvidia behoren tot de weinige geavanceerde AI processors die legaal in China verkocht mogen worden. H3C waarschuwde dat hun tekort een serieuze bedreiging zou kunnen vormen voor de AI ambities van China.

nine_inch_nerd 27 maart 2025 14:39

Ter info.

Beleggen in quantum computing aandelen
Sven van Gasse
www.lynx.nl/beurs/beurs-koersen/aande...

Hopper58 28 maart 2025 09:14

Bank of America Maintains Buy Rating on NVIDIA (NVDA) Amid AI Chip Export Controls

GuruFocus News
Mar. 28, 2025 at 4:40 a.m. ET

Despite recent U.S. government export controls on AI chips to countries outside 18 core nations, including China, Bank of America (BofA) remains confident in NVIDIA's (NVDA, Financial) growth potential, maintaining a "buy" rating on its stocks. The new AI Diffusion Rules, introduced in January, aim to restrict AI chip distribution, which could impact NVIDIA's revenue.

BofA highlights that while these regulations might cause NVDA's stock volatility before the full impact is realized, they see NVIDIA's current valuation as attractive. Analysts, led by Vivek Arya, predict a bullish 2026 calendar year price-to-earnings (PE) ratio of 20 times and a bearish scenario of 26 times, both below NVIDIA's historical average of 36 times. This valuation, alongside NVIDIA's impressive growth, keeps BofA optimistic about its prospects.

The BofA analysis expects that once geopolitical concerns are factored into the stock price, NVIDIA will recover similarly to semiconductor stocks exposed to China. They believe NVIDIA remains a promising opportunity, leading significant and rapidly growing long-term trends.

BofA estimates about 10% of NVIDIA's direct revenue comes from China's data center market, with the rest from less restricted areas, such as gaming, automotive, and workstations. The AI rules' implementation might create a revenue headwind of 0% to 10%, partially offset by increased AI demand from U.S. hyper-scale data centers and other eligible entities.

Despite the most stringent restrictions, BofA projects NVIDIA's 2026 earnings per share (EPS) to range between $4.40 and $5.05, implying a PE ratio between 22.5 and 26 times, which remains appealing. Other catalysts, like the production of the B300 Blackwell Ultra in the second half of this year, are expected to boost NVIDIA's gross margin from the current 71% to around 75%.

www.gurufocus.com/news/2754520/bank-o...

nine_inch_nerd 28 maart 2025 10:52

Ter info.

AI-Infra aandelen flink omlaag: dit is waarom
youtu.be/9rsb9W0m3ZU?si=YscL2iqcArAqPxJg

nine_inch_nerd 28 maart 2025 14:43

China’s Major Server Maker Reportedly Warns of NVIDIA’s H20 Shortage, with Uncertainty Ahead of April
www.trendforce.com/news/2025/03/28/ne...

NVIDIA’s H20 is flying off the shelves in China! H3C, one of the country’s top server makers, warns stock is nearly gone, with no fresh shipments expected until mid-April!
However, the company says supply remains uncertain past April due to material policies, shipping woes, and production hurdles.

nine_inch_nerd 29 maart 2025 14:22

Ook een mening, weer van Daniel Newman op X:

Wat een onvoorspelbare dag. En ik verwacht dat we er nog meer van zullen krijgen totdat we een aantal macro-economische krachten zien spelen. Met name tarieven en inflatie. Maar ik blijf optimistisch over de toekomst. Ik geloof dat we op termijn meer Amerikaanse productie en lagere tarieven zullen zien. Maar wat is nog belangrijker?
Technologie en AI zullen in een tragere economie juist belangrijker worden, niet minder belangrijk, en als we dat een tijdje moeten verdragen, zal het de adoptie van technologie van de volgende generatie versnellen om een grotere efficiëntie en de volgende golf van economische groei te stimuleren.
Mensen stonden in de rij om 20-50% meer te betalen voor namen als NVIDIA, Palantir, Google en Microsoft, en nog veel meer. En nu we een meervoudige krimp en terugtrekking hebben gehad, doen mensen alsof AI dood is en de wereld vergaat. Absolute domheid.
Laatste punt - De CoreWeave IPO is geen strikte correlatie met AI. Het heeft te veel nuances en afhankelijkheden die ik al in eerdere berichten heb geschetst.

Hopper58 30 maart 2025 06:51

'At the conference, Nvidia revealed that it partnered with General Motors to work on a number of AI-powered solutions for its cars. As part of the deal, GM will be using the Nvidia Omniverse, Cosmos, and DRIVE AGX platforms to build more advanced systems for drivers, as well as improve manufacturing efficiencies in GM's factories.

The table below breaks down Nvidia's revenue from its automotive segment during calendar year 2024:

Category Q1 Q2 Q3 Q4 2024
Automotive revenue $329 million $346 million $449 million $570 million $1.7 billion
Data source: Nvidia.

Revenue from Nvidia's automotive segment increased by 55% year over year in 2024. With that said, the $1.7 billion in revenue from this business only represents about 1% of Nvidia's total revenue last year.

During the company's fiscal fourth-quarter earnings call, management guided for the automotive business to rise nearly threefold this year to $5 billion in revenue.

Right now, the automotive segment is Nvidia's fastest-growing business outside of data centers. And yet even when accounting for this rapid scale, the automotive sales are barely even a fraction of Nvidia's entire operation.

I see the new partnership with GM as a sign that more car businesses, especially legacy automakers that may have fallen behind in other catalysts fueling the automotive industry such as electric vehicles (EV), are looking for ways to level up and bring a new wave of growth supported by rising interest in AI.'

www.fool.com/investing/2025/03/29/pre...

Hopper58 30 maart 2025 06:54

‘A Rare Opportunity Is Hiding,’ Says Top Investor About Nvidia Stock
Marty Shtrubel

Mar 30, 2025, 12:06 AM

Various concerns – including how the company will sustain its rapid growth, mounting risks tied to its China business, Trump’s proposed tariffs, and the entrance of DeepSeek into the AI game – have all helped sour sentiment. The impact? NVDA shares have tumbled 18% year-to-date.

So, investors need to ask themselves whether this marks the beginning of a bigger downturn or whether the recent price action represents an opportunity to grab shares at a discount.

That’s exactly what top investor Rick Orford is wondering: “After its recent pullback, I had to dig deeper. Is this just a pause… or the perfect setup for another explosive move?”

His verdict leans bullish. Orford, who’s among the top 2% of TipRanks’ stock pros, points to Nvidia’s recent outstanding results, which include both impressive top-line and bottom-line growth. And in his view, that’s just the beginning.

“Knowing that AI adoption is still in its early stages, the company’s upward trajectory will likely continue for years,” the investor further said.

While it’s true that past performance does not guarantee the company will continue to outperform, Orford thinks several potential catalysts are lining up to position Nvidia to keep on doing just that.

For one, Nvidia recently unveiled its latest chip, Blackwell Ultra, a move that Orford thinks will further solidify its leading position in the growing AI industry. Nvidia describes the chip as the most advanced AI computing platform ever created, boasting 70 times the AI performance of its previous Hopper GPU Architecture.

The “next potential revenue driver” is its newly launched open-source library, Dynamo, which aims to optimize the scalability of AI reasoning models across extensive GPU clusters.

Unlike traditional inference servers, Dynamo takes a smarter approach by managing GPU resources and directing inference requests before data is transferred – helping to reduce operational costs. Its key innovation is disaggregated serving, which separates the compute phases of processing and generation, allowing each to be fine-tuned independently. That efficiency could be a game-changer in data centers, where performance and cost savings are everything. If widely adopted, Orford believes Dynamo could significantly boost demand for Nvidia’s AI GPUs and solidify its position in AI infrastructures.

Bottom line, the investor thinks the recent depressed price action could turn out to be a “rare opportunity hiding in plain sight.” “You don’t want to be on the sidelines when this stock makes its next move,” Orford summed up, rating NVDA shares a Strong Buy. (To watch Orford’s track record, click here)

www.tipranks.com/news/a-rare-opportun...

Hopper58 31 maart 2025 10:58

Goldman Sachs (GS) Predicts More Fed Rate Cuts amid Tariff and Recession Fears
Radhika Saraogi

Mar 31, 2025, 10:35 AM

Goldman Sachs expects three U.S. Federal Reserve interest rate cuts in 2025, instead of the earlier expectation of two.

Goldman Sachs (GS) Predicts More Fed Rate Cuts amid Tariff and Recession Fears
Goldman Sachs has revised its U.S. Federal Reserve interest rate forecast for 2025. The investment bank now anticipates three rate cuts of 25 basis points each in July, September, and November, compared to its earlier forecast of two cuts in June and December. This move reflects rising concerns about recession risks and the potential impact of President Trump’s tariff policies.

GS has also raised its projected 12-month recession probability to 35%, up from its previous estimate of 20%. This revision is due to the rising likelihood of a 15-percentage-point increase in tariff rates.

Goldman Sachs Warns of Slowing Growth

The current macro scenario also prompted Goldman Sachs to revise its economic growth forecasts. Specifically, GS has cut its fourth-quarter GDP estimate to 1% and raised its year-end unemployment rate forecast to 4.5%. These changes reflect the expected impact of potential trade disruptions and slower economic activity.

In response to these past developments, U.S. stock indices have witnessed notable fluctuations. The Dow Jones Industrial Average (DJIA) fell 2.6% in the past three months, reflecting investor concerns over inflation and tariff fears. Similarly, the S&P 500 index (SPX) dipped 5.1% in the same period.

What Does This Revised Rate Cut Forecast Mean for the Economy and Investors?

These anticipated tariffs are likely to slow economic growth and raise unemployment. By predicting more rate cuts, Goldman Sachs signals that the Fed may need to take stronger action to help the economy deal with inflation and weaker consumer confidence.

However, for investors, more interest rate cuts point to relaxed monetary policies, which could help the stock market, especially sectors like Technology and Real Estate that are sensitive to interest rates.

Based on these expectations, investors might find the following four technology stocks worth considering, given their Strong Buy ratings from analysts. Among these, Nvidia offers the highest upside potential at 60.97%, followed by 35.1% for Microsoft stock.

www.tipranks.com/news/goldman-sachs-g...

Svensson 31 maart 2025 11:49

Ik weet niet goed in welk topic dit te plaatsen, maar hebben jullie al van Vertiv Holdings gehoord?
Zonet ingekocht en lijkt me heel interessant zowel op korte als lange termijn.
Ik ben maar een beginner, dus ben heel benieuwd naar jullie visie.

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