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    Trump Helps AI Stocks Like Nvidia. Here’s How

    Our theme of  Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking equipment, has returned over 44% year-to-date. This compares to the S&P 500 w...


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    Nvidia Stock: High Risk, Higher Return?

    Nvidia stock (NASDAQ:NVDA) alone has created more value in the last three years than the combined market cap of 250 companies in the S&P 500. Talk about the 1% – specifically, $3 trillion! But everyone knows that. The bigger question ...


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    Why Did Nvidia Stock Fall 5%?

    Nvidia (NASDAQ: NVDA) stock fell by close to 4.5% on Tuesday. Peer AMD stock (NASDAQ:AMD) also saw a sharp decline, falling by about 5%. The selloff follows an earnings report by chip manufacturing equipment supplier ASML which indicated weaker...


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    Can Fed Rate Cut Take Nvidia Stock To $200?

    Could Nvidia stock (NASDAQ:NVDA) reach $200 in the next two years? We think there is a possibility. How? Consider this, just about nine months ago, at the end of December 2023, Nvidia stock was trading at around $50 levels. This year the stock h...


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    Here’s A Better AI Pick Than Nvidia

    Given its better valuation, we believe Super Micro Computer stock (NASDAQ: SMCI) is a better pick compared to its AI peer, Nvidia stock (NASDAQ:NVDA) for the next three years. NVDA stock trades at 26x revenues, versus about 2x for SMCI. We th...


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    Could Nvidia Stock Crash To $40?

    Could Nvidia stock (NASDAQ:NVDA) fall to $40 in the next few years from the roughly $120 level it is at currently? Does this sound absolutely r idiculous? Consider this – about a year ago, NVDA stock was trading at around $50, almost 60% ...


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    How Nvidia Stock Could Jump 2.5x To Reach $300

    Could Nvidia stock (NASDAQ:NVDA) reach $300 in the next few years? Does this s ound ridiculous? Consider this, less than nine months ago, at the end of December 2023, Nvidia stock was trading at around $50 levels. This year the stock has grown ov...


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    Nvidia Q2 Earnings Preview: Will The Momentum Hold Up?

    Nvidia (NASDAQ: NVDA) is expected to publish its Q2 FY’25 results on August 28. We expect the company to have another solid quarter, as Nvidia’s high-end graphics processing chips, which are currently the gold standard for running g...


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    Will AI’s Tough Economics Pop Nvidia’s Bubble?

    Nvidia (NASDAQ: NVDA) stock has seen a 120% plus rally this year. With a $2.8 trillion market cap, Nvidia’s valuation is in the vicinity of tech titans Microsoft (NASDAQ:MSFT) and Apple (NASDAQ: AAPL) .  Nvidia has a lot going for it as c...


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    Nvidia Stock: A Reality Check

    Nvidia (NASDAQ: NVDA) stock has seen a 150% plus rally this year led by surging demand for the company’s graphics processing unit (GPU) for artificial intelligence applications and the company’s recent stock split. With a $3.1 trill...


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    Revisiting Nvidia Stock’s Risks As Valuation Tops $3.3 Trillion

    Following a 10% rally over the last five trading days, Nvidia (NASDAQ: NVDA) has emerged as the world’s most valuable company, led by surging AI-driven graphics processing unit (GPU) demand and the company’s recent stock split. With...


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    Can A Stock Split Help Drive Nvidia To A $3 Trillion Market Cap?

    Nvidia (NASDAQ: NVDA) posted a better-than-expected set of Q1 FY’25 results on Tuesday, amid a growing uptake for the company’s high-end GPUs for artificial intelligence applications. Revenues for Q1 more than tripled year-over-year...


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    AI Boom, Improving Supply Will Drive Nvidia’s Q1 Results

    Nvidia (NASDAQ: NVDA) is expected to publish its Q1 FY’25 results on May 22. We expect the company to have another upbeat quarter, as tech companies and developers continue to invest heavily in building and deploying generative AI into th...


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    Will The Blackwell Launch Drive Nvidia Stock To $1,000?

    Nvidia (NASDAQ: NVDA) revealed its latest flagship GPU chips targeted at artificial intelligence, as it looks to widen its dominance in the AI race.  The new processors dubbed the B200 and GB200 are built on the new Blackwell architecture and s...


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    With A $2 Trillion Valuation, What Are The Risks For Nvidia Stock?

    Nvidia (NASDAQ: NVDA) stock has rallied by almost 3.3x over the past 12 months to about $790 per share, taking Nvidia’s market cap near the vaunted $2 trillion mark. There’s a lot of reason for the optimism with Nvidia stock.  As th...

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