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Technology Stocks : NVIDIA Corporation (NVDA)
NVDA 201.03+5.0%Oct 28 3:59 PM EDT
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From: Frank Sully11/11/2024 11:14:30 PM
2 Recommendations

Recommended By
Tobias Ekman
Zen Dollar Round

   of 2645
 
Q3 & Beyond!

NVDA reports Q3 earnings after the bell on November 20th. Q4 guidance will be important to give a hint on the new Blackwell GPU ramp. In CY 2025 Blackwell will reach full production and will drive growth. TSMC has announced that they will double advanced AI chip production in CY 2025, with NVDA getting 50%. Longer term growth will be driven by the advanced Blackwell GPU, followed by the Rubin GPU, and CUDA and NIMs software platforms, including DRIVE autonomous driving, ISAAC and Omniverse Robotics and Digital Twins, LLMs and Digital Avatars and Assistants. Sovereign AI and growth in the Third World, particularly India will contribute. The Global AI Chip and Software markets are projected to grow at a CAGR of 38% for the next five years, growing five-fold. Allowing for some P/E and profit margin compression, I forecast that NVDA's market cap will rise from $3.6 Trillion to $10 Trillion by 2029. To the Moon, Alice!
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