Erudite Asia’s Post

In comparisons like this a lot of questions are generating inside our heads - depending on from which perspective are we looking at the question.. 📈Did we missed the train to invest in Nvidia? 👀How could we overlook its potential in the past? 🔮Is this growth close to a break point in future? A perspective on this should be made from in multidimensional manner.. Being on top of this questions means being present in the market! What I am trying to say here is.. you can not just put out questions like this and expect to understand the answers. There are basics to understand in order to see the big picture - and even then, economy is very tricky! And as paradoxical as this is (as Nvidia being one of the largest drivers of AI) even robots can not predict the movements correctly as we would want them to.. Have a nice evening y’all and wish you all the best!

2024 valuations: Nvidia: $2.2 trillion Intel: $132 billion 2009 valuations: Intel: $90 billion Nvidia: $5 billion Stock Prize - 2$ to 900+$ Huge 450 Times in 10 Years. This Gentleman in the Video Envisioned it in 2009 Nvidia and Intel are both major players in the chipmaking industry, but they are taking divergent paths in the AI space. Nvidia, with its superior financial performance, strong focus on AI chip design, and clear leadership in the market, is well-positioned to capitalise on the immense growth potential in the AI sector. Today I got to Know that, Computer = Typewriter + Calculator.

Also on X, The Kobeissi Newsletter draws our attention to NVIDIA ‘s market cap reaching $950 bln on 31.10.23. We all know the company produces and researches #ai chips and technology. Since then, Nvidia is up 79% reaching an all time high market cap of $1.7trln last week. In other words, Nvidia has added $750bln in market cap in 70 trading days. That's an average of $10.7bln per day for 70 trading days in a row. It is less than 3% away from passing Amazon as the 5th largest public company in the world. You know what having “depth” means? It’s imagining how the world looks like, in case such a market cap and its future continuing growth is ever justified. In the meantime, lot’s of money will be made by many investors and Nvidia employees. These will also make excellent careers. Better not to have depth and take it all? To think that back in 2016, I advised colleagues at work to bet it all on Nvidia…

Over $250 billion has been added to Nvidia's market capitalisation following their earnings report last night. Their performance has lifted global stock markets. Good for Nvidia but the market appears to me to have not discounted the time lag factor and has assumed a straight line to AI success. For my part with regard to the diagnostic industry and the use of AI I think there has been a wilful ignorance with regard to the regulatory risk associated with introducing any new diagnostic product/service. I think the introduction of AI related diagnostics will increase both the complexity and cost of getting Regulatory Approval and I suspect the length of time required for approval. We live in interesting times. https://lnkd.in/eyn7iyAD

Nvidia Earnings Preview: All Eyes on AI Dominance and Market Impact Nvidia Corporation's Q3 earnings report on November 20 is one of the most anticipated events in tech and finance. Here’s why it’s capturing widespread attention: Analyst Optimism: Mizuho analysts raised Nvidia’s price target from $140 to $165, signaling strong confidence in the company’s trajectory despite AI sector competition. Market Leadership: With a commanding 95% share in AI training and inference chips, Nvidia is the dominant player in data center hardware, and recent releases only reinforce this position. Product Breakthrough: The new Blackwell B200 GPU, billed as the “world’s most powerful AI chip,” highlights Nvidia’s innovation edge. What’s your take on Nvidia’s market positioning? #Nvidia #AIEarnings #TechStocks #Innovation #MarketInsight #WeeklyInsights

Nvidia or AMD? Which AI stock should you bet on? 🧠💡 Nvidia's data center revenue skyrocketed 427% in Q1 2025, reaching $22.6 billion, while AMD's rose 80% to $2.34 billion. See the potential profits from investing in Nvidia vs. AMD as of June 10th, 2024. Ready to choose your stock? Start with #Maleyat now: https://bit.ly/3VBoWRE

NVIDIA's dominance in Artificial intelligence can be attribute to its powerful hardware, particular to its graphical processing units (GPUs). Nvidia recognized the potential of its GPUs for machine learning while Gaming was still the main focus. Jensen Huang realized that the chips the were design for accelerate 3D graphics rendering could also be harnessed for training capable AI models. By listening to early adopters, specially data scientists, Nvidia was able to create a more general-purpose chip. GPUs are highly parallel processors optimized for rapid mathematical computations, particularly for matrix and vector operations. Making them a suitable choice for transformers, a type of neural network commonly used in natural language processing tasks. Then instead of relying solely in central processing units (CPUs) cores, GPUs can take on a significant portion of the workload, including training and inference, among other tasks. Utilizing GPUs offers a variety of benefits, increased computational power, faster processing times and improved efficiency for machine learning applications. The advent of GPUs are revolutionized the field of AI and has enable the development of complex deep learning models that requires massive computational resources. Nvidia's GPUs has become the go-to choice for researchers, data scientists and engineers working on cutting-edge AI projects. Furthemore, the integration of GPUs on cloud computing platforms such as Amazon Web Services (AWS) and Google Cloud has made them accesible to a wider range of users. This has facilitated the democratization of AI, empowering developers and organizations of all sizes to leverage teh power of GPUs for their AI projects. Nvidia's dominance in the GPU market, coupled with its continuous advancements in chip design and architecture, has solidified its position as a leader in AI hardware. The company's GPUs have become synonymous with high-performance computing and have contributed immensely to the rapid progress of AI in recent years. https://lnkd.in/eQFEGUBX

Nvidia earnings are out – and as AI demand hits tipping point, here are the numbers that so many have been waiting for. I certainly have. - Stock swings 9% in 30 seconds! - Q3 2023 revenue of $22.1 billion, above expectations of $20.6 billion. - Expect Q1 2024 revenue of $24 billion, well above expectations of $21.9 billion. #nvidia #stockstowatch #stockmarket #sharesisa #femaleinvestors #ai #genai

Nvidia's stock trajectory has been a wild ride recently. After a phenomenal rise starting in January 2023, the inevitable correction seemed to cast some doubt. But here's why I believe the future remains bright for Nvidia. AI is not just a fleeting trend—it's a foundational shift in technology. Nvidia has positioned itself as a key player in this revolution, capturing the imagination and investments of the tech world. The correction is likely a breather, a moment of recalibration. The second half of 2024 could very well be the stage for Nvidia's resurgence, leading to outsized gains. Let's keep an eye on how this unfolds. This could be a classic case of short-term pain for long-term gain. Check this out: https://lnkd.in/eqKVb4GM

NVIDIA is carrying Nasdaq and S&P500 indices on its own. While S&P500 has only grown 14.1% this year, NVIDIA is up 149%! I'm waiting to see what happens if all those new gen AI projects powered by NVIDIA GPUs fail to deliver benefits that justify the capital and operational costs. I was recently talking to someone about a govt project which was ideally solved quickly by gen AI, from a purely technical point of view. But then we talked about the govt regulations on hosting everything in house and the cost of buying GPUs, it didn't look like a workable solution with the available parameters. Interesting times ahead, both in gen Ai and the stock market!