NVDA 全部观点

It's not me and Kasey today, it's me and the dog talking about Nvidia.

What does that have to do with NVIDIA and its proposed acquisition of Hugging Face? As you probably have heard by now, NVIDIA said it plans on acquiring the company Hugging Face for 12.9 billion and some change.

If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.

Next is Nvidia stock . Unlike Palantir, this is not a debate about whether the business activity is real or not . Everyone knows that this business is real. The question is, what are you paying for it?

The GPT-6 Astra was trained on approximately 100,000 Nvidia Grace Blackwell GPUs.

Jensen Huang recently stated that Nvidia's computing is replaceable , robust, and highly profitable. It is a productive and income-generating asset.

For me, Nvidia is still a big player, I'm focusing on Nvidia and some other names like Marvel and MicroEdoo,

We have big news for Nvidia stock investors, as the company confirms a $13 billion acquisition of the open- weighted AI platform "HuggingFace". So let's take a look at the details of this acquisition, the history of Nvidia's capital allocation strategy, and what it could mean for its stock investors.

Thus, Nvidia's stock price fell slightly. It's a name you like to watch. There are many people who come and say that Nvidia's rating looks very good. enormous . You like Nvidia, but you want to wait and Nvidia, well, I already own it, but with the current market volatility , I think most of these stocks are speculative stocks .

But if people have a longer time horizon, they can buy it.

Nvidia. Let's look To Nvidia. I think that Nvidia is a great stock on The long term.

You can Seeing how Nvidia She has provocative behavior This is interesting. I have The stock rose wildly from April or the end of March, Reaching a tremendous rise To more than $230 For the stock by May. then, The stock experienced a decline.

Primarily acute. So, this was a reaction exaggerated. upward momentum Very large, followed by a decline .

For this reason, the first stock I want to add to the list is Nvidia. Now, Nvidia is almost at its all-time high of around $231.63. It saw a good rise before it fell back down.

As for me, Nvidia, as I mentioned, we'll take a quick look at the rating, to show why I think it's very cheap. That's right, we now see Nvidia with a forward price-to-earnings ratio approaching 19. That's crazy.

Nvidia just reported quarterly revenues of $96.2 billion. This represents an increase of more than 100%. Their data center revenues saw an even greater increase, by 117%.

Well, as you know, I believe that Nvidia's best days are yet to come. I mean, just like you said, there are also projections of revenues reaching 70% by 2028. So, the situation is booming right now.

It is the manufacturing partner for companies such as Nvidia and AMD.

Last but not least, Nvidia, which estimated its fair value at $339. The current market price is $219, so I have calculated an increase of approximately 55% for Nvidia stock over the next 12 to 18 months.

Nvidia's positive factors include the AI boost it has cited to other companies, as well as Nvidia's competitive advantages. Nvidia is the only company in the market that offers a complete solution for organizations building data centers.

You don't need to resort to any other suppliers. You can get the CPU, GPU, networking, software, everything from Nvidia. It can be said that this integrated solution is at least one step ahead of the competition.

You could say it's two steps ahead of the competition, and I wouldn't disagree with that.

Moving on to Nvidia, it started the week at $216 and saw a jump. In fact, it could reach an all-time high or return to its 52-week high near 236, ending the week up 6% at $230.

The company is acquiring "Hugging Face" for approximately $13 billion . For those who do n't know what "hagging face" is, I don't blame you. It is one of the worst-labeled companies in the world.

The way I described it in Equity Empire in a video this week is that " Hugging Face" is like Netflix for AI models. If you are a developer, and if you want to improve a model, or download it to your MacBook or DGX Spark , or if you want to get a collection of these models, or a quick model, or improve some things, then " Hugging Face" is the repository for all those models.

If you are launching a model to the public and want to spread it to the world, you do so via " Higging Face". Just as if you were producing a film or a television program, one of the distribution venues is Netflix.

Therefore, Nvidia's acquisition of this company was for approximately $13 billion.

Welcome, it's time to turn our attention to Nvidia after its announcement of the acquisition of "Hugging Face" yesterday. Nvidia is paying nearly $13 billion for " Hugging Face". It is its second largest acquisition ever.

What does Nvidia see here that makes "Hugging Face" worth this kind of price premium? Local models are just another way for Nvidia to provide those chips, the amazing chips we talked about that support the American economy.

it's built for any weather is what you said compared to the likes of something like Nvidia. Um you said it is higher risk. Why is Nvidia maybe higher risk, higher reward, you wrote.

And aren't they doing all of these discrete activities to build a GPU for Nvidia all in different places? All at different times.

So, with all these changes and disruption, what I'm trying to get at here is you've got all these players, you got the Microns, the Nvidias, and the TSMCs, and the ASMLs, etc.

Let's focus on what matters a lot right now, and that to me is Nvidia's behavior above 227, baby. I mean, if Nvidia can hold this into the open here, that's uh that's going to be great for hardware.

So far the Q's in Nvidia are holding. Nvidia is a big test and Nvidia's Nvidia is doing fine. But, uh, Nvidia is doing great. Nvidia just broke out at 227.

Nvidia's stock is rising today. Nvidia is currently operating at full capacity. It's probably the best company in the world. And if it isn't, it's undoubtedly one of the best .

You know, when we look at Nvidia, we like to evaluate it by comparing it to the competitors, because Nvidia has made a huge lead in the artificial intelligence race compared to the rest.

She took everyone completely by surprise. This wave that occurred, they exploited it perfectly. They were in an excellent position and executed their strategy very well.