Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Wednesday, December 18, 2024
CEREBUS IPO NVIDIA KILLER? / Companies / Nvidia
By: Nadeem_Walayat
MSM Cerebras IPO hype has already started!
HEADLINES -
- Cerebras, an Nvidia Challenger, Files for IPO Confidentially
- Forget Nvidia: Billionaires Are Selling It and Buying This Top Artificial Intelligence (AI) Rival Hand Over Fist Instead
- Forget Intel and AMD - Nvidia's next big competitor might be a company you've never heard of
This is how the IPO game is played, pump the media with fake stories of how good Cerebus is and that it could take Nvidia's place to get fools to FOMO into a piece of garbage IPO.
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Wednesday, December 18, 2024
Nvidia Stock 5X to 30X / Companies / Nvidia
By: Nadeem_Walayat
Here's a reminder of why folk should not make the mistake of having little exposure to Nvidia, the more exposure the better - next gen accelerator (Black well) is 5x current gen H100 and depending on application and config delivers upto a 30X boost in performance, the AI bubble is nowhere near it's peak, take current deviation from the high as an opp you will regret missing, reminds me of buying bitcorn during Q4 2023, we all wanted it to dip but I nibbled a bit every other day to build up exposure, that's what folk should be doing with Nvidia.
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Wednesday, December 18, 2024
LRCX Stock Split / Companies / Corporate Earnings
By: Nadeem_Walayat
Investors in Lam Research the 11th stock on my AI list get 10 new crispy shares for every one held, the normal pattern for most stocks is to rise into a split and fall afterwards as a sell the news event. Lam Research did bottom out $720 on 10th September and since rose to a recent high of $860 so a 20% rally, though in reality the stock has not done anything other than follow the script for the correction window that runs from Mid July to at least Mid October following it's FOMO run to $1120.
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Tuesday, November 05, 2024
Nvidia Numero Uno in Count Down to President Donald Pump Election Victory / Companies / Nvidia
By: Nadeem_Walayat
Dear Reader
It's voting day in the US election 2024 and if you don't know already my consistent view since the start of the year has been that Donald Trump will beat Kamala Harris and enter the Whitehouse for the second time as illustrated by my recent video.
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Monday, October 28, 2024
Nvidia Numero Uno Selling Shovels in the AI Gold Rush / Companies / Nvidia
By: Nadeem_Walayat
Folk need to realise that the likes of Chat GPT are mere milestones and not the final destination. As I have said before OpenAI will probably soon become a footnote in the history books. LLM's are a toy compared to what's to come but this also means all those companies going all in on LLM's won't survive or not capitalise on their investments. This is what a bubble looks like, inflated on ever higher expectations as is happening with LLM's when they are just toys. We are probably looking at the top of the LLM's bubble that will give way to the next phase in this building AI bubble where what remains at the core of the AI mega-trend is Nvidia with it's GPU's now rebranded as a family of AI processors or which more accurately should be called compute accelerators. So it was well past the time for Nvidia to become the NEW Numero Uno, with Google nudged to 2nd place in my Quantum AI tech stocks portfolio as we watch Nvidia getting rich by selling AI shovels to ALL of the tech giants. And in this case the shovels have an expiry date as they become OBSOLETE! At the maximum for most applications the life span of the infrastructure Nvidia is selling is 5 years! So not only is the Accelerated Compute market growing, all of the hardware also needs to be refreshed every 4-5 years!
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Friday, August 23, 2024
Why Alien Intelligence Cannot Predict the Future / Companies / AI
By: Nadeem_Walayat
Humanity is now creating systems that we DO NOT UNDERSTAND how they actually work! AI is unlike anything man has developed to date, deep neural nets. Anyone who says that they understand what deep neural networks such as the LLM' with their billions and now trillion parameter neural nets are doing is lying. A deep neural net is a lot like looking at a stock price chart where we have the neural net that is on the left and we have the prediction that is outputted on the blank side of the stock chart.
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Friday, August 23, 2024
RIP Google Search / Companies / Google
By: Stephen_McBride
Summary:
- A federal judge ruled Google (GOOG) illegally maintained its search dominance by paying Apple (AAPL) $20 billion annually to be the default search engine on iPhones. This could impact Apple’s profits and signal a decline in Google’s search dominance.
- The growing US national debt could lead to the devaluation of the dollar, resulting in higher stock prices.
- While most investors are cut off from the private markets, the Destiny Tech100 (DXYZ) is a fund that allows anyone to own a slice of companies like SpaceX and OpenAI.
Thursday, August 15, 2024
AI Tech Stocks Portfolio / Companies / AI
By: Nadeem_Walayat
Current state of portfolio is 79.4% invested, 20.6% cash, though 9.76% is in crypto's which is meant to be temporary, i.e. I plan to exit virtually all of my crypto positions during the crypto bull market where the key risk is that it ends a lot earlier than expected, so effective percent invested in stocks is 70%.
All of the primaries and secondaries have delivered huge profits except Tesla and Apple. Even crappy IBM has delivered on its spike to $200 prompting heavy trimming, the big surprise was Micron, I was not expecting $130+! As for sleepers, Samsung has also delivered whilst Intel continues to snooze. All whilst most investors have a large chunk of cash parked in money market accounts because they listened to clown Cramer and the CNBC cartoon network so they are missing out on one of the greatest bull markets in history, what else can you call Nvidia 10xing in 18 months!
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Saturday, August 10, 2024
The #1 Takeaway from Big Tech Stocks Earnings / Companies / Earnings
By: Stephen_McBride
It’s a jam-packed Jolt on artificial intelligence (AI) today… plus, a well-deserved dunk on The New York Times.
Let’s get after it…
- America spent $600 billion (in today’s dollars) building its highway system.
Big tech companies will spend more money constructing AI data centers in the next four years.
It’s the biggest infrastructure buildout ever, and it’s not even close.
Wednesday, June 26, 2024
AI Stocks Portfolio Accumulate and Distribute / Companies / Investing 2024
By: Nadeem_Walayat
Several more target stocks have entered their buying ranges - TSMC, ASML, Apple.ALB, CRUS, JBL, GPN to join the likes of AMD, ADSK, GFS and TSLA.
The key metrics to watch are the buying ranges and deviations from all time highs i.e. AMD is well within it's buying range and is trading at -36% deviation from it's all time high set just a few weeks ago! As well as now no longer trading above 100% of it's PE range unlike META.
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Thursday, June 20, 2024
How to Capitalise on the Robots / Companies / Investing 2024
By: Nadeem_Walayat
Apple scraps electric cars for robots!
Amazon has over 800,000 robots already deployed directly displacing 100,000 human workers.
Luckily we are already heavily investing in the primary robotic companies set to capitalise on this mega-trend such as Tesla and Nvidia that is powering AI with it's latest release the Blackwell GPU's relabeled as AI accelerators.
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Thursday, June 20, 2024
QI Group: Leading With Integrity and Impactful Initiatives / Companies / Corporate News
By: Sumeet_Manhas
There are many different ways to lead, in both life and business. Some philosophies are more effective than others and often the “right” way to lead is also the hard way, or the expensive way. Perhaps that is why we see hope when a large, multinational conglomerate operates with the dignity of a socially conscious entity and not the brutal coldness of overt capitalism. QI Group, through its philanthropic efforts, global partnerships, and sustainability efforts, is that company.
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Sunday, June 16, 2024
Tesla Robo Taxis are Coming THIS YEAR! / Companies / Tesla
By: Nadeem_Walayat
I've covered Tesla at length over the past couple of years, promoting it to primary AI due to developments in it's AI and robotics divisions which has been manifesting itself in FSD updates that have long promised to turn every Tesla car into a fully self driving car, a defacto robo taxi! With the release of FSD 12.3 that future is just a mere months away as Musk tweeted.
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Sunday, June 16, 2024
Will NVDA Crash the Market? / Companies / Nvidia
By: Stephen_McBride
I recently had an important talk with my Executive Editor Chris Reilly about Nvidia’s (NVDA) huge influence on the stock market.Can this once-in-a-lifetime company continue to propel markets higher… or is the stock market now topping out?
Our transcribed conversation follows.
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Saturday, June 15, 2024
NVIDIA Stock Market: Price Prediction for the Future / Companies / Nvidia
By: Mark_Adan
NVIDIA Corporation, a global leader in graphics and AI technology, has consistently demonstrated robust financial performance and innovative prowess. Investors and analysts closely monitor its stock, anticipating future growth and profitability.
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Thursday, May 23, 2024
AI Stocks Portfolio and Tesla / Companies / AI
By: Nadeem_Walayat
Portfolio is now 76.7% invested, 23.3% cash with the changes largely due to selling 89% of my MSTR holding during it's FOMO climb that topped out at $1865.
https://docs.google.com/spreadsheets/d/xxxx patrons only
Stocks in or very near buying ranges worth accumulating are -
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Wednesday, May 22, 2024
Nvidia NVDA Stock Earnings Rumble After Hours / Companies / Nvidia
By: Nadeem_Walayat
Whilst the S&P has been cool as a cucumber there has been a lot of action in individual stocks, especially out of hours, for instance on Monday JBL spiked lower pre-market to $108 triggering target buys at $111 and $109 then shortly on opening reversing higher to currently stand at $122. With several more instances of such price action, never mind speculation of an Eth ETF sending crypto's higher.
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Friday, May 03, 2024
Banxe Reviews: Revolutionising Financial Transactions with Innovative Solutions / Companies / cryptocurrency
By: Sumeet_Manhas
Let's face it – digital transactions are not just a convenience but a necessity, financial technology companies like Banxe are leading the way in innovating how individuals and businesses manage their finances. This article provides an objective overview of Banxe, its range of services, and its position in the fintech industry.
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Friday, May 03, 2024
What is A Split Capital Investment Trust? / Companies / Investment Funds
By: Mark_Adan
Investing, especially if you are new to it, can be a minefield of confusing terminology. In addition, the uncertainty of whether you have invested in the right place can lead to concern that your funds may not perform in the way you had hoped.
In this edition of our blog, we help explain what a split capital investment trust is and why it could be the investment type for you.
Sunday, April 28, 2024
AI Tech Stocks Earnings Season Opportunities / Companies / Earnings
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you gain access to my latest daily brief posted Saturday covering the current state of the stock market earnings season correction that was first been made available to patrons who support my work yesterday. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $5 per month, this is your last chance to lock it in now at $5 as it will rise to $7 per month for new sign-ups by end of this month. https://www.patreon.com/Nadeem_Walayat.
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