NVDA 全部观点

Your second choice, Tim, is Nvidia. It achieved record profits. It has finally broken its multi- quarterly trend of decline following the announcement of results. We have maintained this momentum.

We have risen by about 10% over the past month. What is your view of Nvidia at the moment?

Nvidia confirmed Thursday morning it's acquiring HuggyFace, the New York-based platform that's become the default home for open-source AI development, and they're purchasing it for roughly $13 billion.

That's Nvidia's second largest acquisition ever, behind only the 20 billion purchase of chipmaker Gro's assets in December of 2025. And it dwarfs the seven billion dollar Melanax deal that first got Nvidia into networking back way back in 2019.

Well, I've had the opportunity to digest Nvidia's recent results, press release, conference call with Wall Street analysts, income statement, cash flow statement, balance sheet , etc. I have updated the company's discounted cash flow assessment and revised my rating of it .

Remember, prior to this quarterly investor update, I upgraded Nvidia stock to my top buy. So I was very pleased to see the share price jump by about 10% after the company announced these results.

I wish I understood it better four years ago would be so powerful, right, that all the machinery that goes into it, not just about Nvidia, the machinery, the products, the pieces that go into everything, whether it be memory, right, whether it be uh data centers, that that would be the trade.

It would be so much bigger than Nvidia. And of course, if all those things are doing well, then the backbone of all that are chips and semiconductors.

Nvidia has just changed the AI market with its recent acquisition of the "Hugging Face" platform. There are also other updates announced by Nvidia that I think every AI investor should know about.

As I mentioned, I really want to focus on Nvidia and this investment in " Hugging Face". Now, I think this is actually a very big and very important thing. This highlights how far ahead Nvidia is in this field.

In my opinion, it also shows how concerned Nvidia is to some extent about someone coming along and taking over its position in general.

Next up, guys, is the biggest stock of them all, Nvidia. Now, folks, you should pay attention when Nvidia's stock approaches its previous all-time highs. And most importantly, we should pay attention to Nvidia when it recently breaks through a downtrend line.

I remind you again, the breakout, the retest, and the bounce, which pushes the price above the previous pivotal peak. So, we found some sellers, and then over the past three days, Nvidia's stock gained more than 6%, pushing the price back into this upper range .

and just this past week OpenAI announced their new AI chip, Halapenio, which is actually better than Nvidia chips on some metrics.

and it's probably flowed into my investments in Microsoft, Google, and then Nvidia.

And this next year outlook is similar to how Nvidia gave their next year outlook in their latest earnings report. And they did it based on the supply they have secured. And Jensen said the exact same thing on the Nvidia earnings call.

Nvidia announced this morning that it is acquiring "Hugging Face" for more than $12.9 billion. CEO Jensen Huang posted a blog post announcing the deal, saying: "Together we will expand the Haggingface platform, strengthen its infrastructure, and broaden access to AI for developers and enterprises worldwide."

It is Nvidia's second-largest acquisition in history after paying around $20 billion for assets from chipmaker Grok last year. This is important for Nvidia and expands its reach beyond chips and computing systems.

We are seeing little change at Nvidia right now as a reaction, but the stock rose yesterday after a Bloomberg report that this is coming.

In an unexpected move characterized by transparency, Nvidia revealed additional details about the financial arrangements it is making with some of its partners and customers. I felt it was really important for investors to look into these details to better understand the situation, as it was one of the biggest risks that Nvidia stock investors pointed out, namely the risks of circular financing arrangements.

You know, Nvidia is a case in point. You know, Nvidia is very easy to be knocked out of rhythm. You know, if uh if you were trading Nvidia like I was and you had it on because it uh had a post earnings gap that looked pretty good, right?

Remember this gap here? Well, I got knocked out at 221, but guess what? Just that that that uh trade kind of changed, right? Then you had a little red dog reversal where went below the low of that day, gave you a little bit of a move and then could have knocked you out of rhythm again.

I'll form an exclusive partnership with Nvidia, who, you know, see me as a generator of endless demand for chips, so they'll give me a better deal than they give competitors to fit into these things.

Nvidia's CEO, Jensen Huang, is extremely intelligent. He is also a very realistic person. He is a long-standing supporter of his favorite client, Elon Musk, who also possesses great business acumen.

Nvidia is the largest semiconductor company.

It's not like Nvidia will lose $ 50 billion a year when the semiconductor market collapses 3 years from now.

Much like semiconductor stocks. You look at them and think, "They look pretty cheap." Look at Nvidia, look at the memory chips, they look pretty cheap , right?

I'll explain how Dell is benefiting from the broader AI data center buildout, and how they basically have a tight partnership now with Nvidia. And as long as Nvidia keeps growing, so will Dell.

So, today I'm going to tell the story of how Dell became a growth stock in 2026, and how by some metrics, it might be cheaper than Nvidia.

Nvidia's profits were astounding. They generate revenues of over $1 billion daily, and will grow by 70% by this time next year. So they will make $1.7 or maybe $2 billion a day.

Next year. This is the leading company in the field of artificial intelligence and shows no signs of slowing down. There was a slight rise after the earnings announcement, followed by a corrective decline, which is normal after results, but the stock rose by $7 today .

The all-time high is $236, it is currently trading at $224, and it reached $228 today. So we are very close to historical levels. I believe the stock will continue to rise within a price channel as we move forward.

Nvidia up 3.7% today,

Nvidia's stock is likely to rise today because of this nearly completed $14 billion acquisition of Higginface . It's an acquisition deal worth approximately $12.9 billion, plus about $1 billion to retain employees.

Many believe that all of this may be related to what Sam just said about Nvidia's acquisition of "Higginface" and the "Neo" cloud issue. Well, first we have to remember that Nvidia has 15-year lease commitments for some data centers or some computing capabilities that it is trying to offload to third parties.

Uh look at this though. AMD now trying to p sorry Nvidia trying to push into uh the 220s. Really I think Dell is this signal that hey the hardware rally it ain't over yet baby.

It ain't over until it's over. My hope uh is that we get our hardware 2.0 0 rally once we're done with a whole set of earnings and you can get Nvidia actually finally sustain some new highs, you get new highs across hardware.

The next top stock I'm going to recommend and rank up is Nvidia, which I calculated a fair value of $342. The current market price is $220. Given that difference, I calculated an upside of 56% for Nvidia over the next 12 to 18 months.

The company's recently reported quarterly financial results exceeded expectations by several billion dollars and the management team for the first time ever forecasted its annual growth rate for the upcoming fiscal year and the number was explosive at 70%.

Nvidia said, "Quote, we're not just selling the best chips, we're selling a full stack AI factory platform offering superior economics for customers and capturing a bigger share of the data center total addressable market."

And from my observation of the company's results, these statements appear to be true.

talking about why does everyone hate Nvidia? I didn't I wasn't aware that that was a thing.

Speaking of Nvidia, uh, no, Nvidia looks actually much healthier. One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple.

And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings.

It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.