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Be careful with AMD !!!In my opinion, the shares of this company are 14.5% overvalued and should reach a price of $137. The reason for the recent decline in AMD shares is due to cautious statements at Morgan Stanley. Advanced Micro Devices (NASDAQ:AMD) shares fell more than 3% on Tuesday following cautious comments from Morgan Stanley, highlighting concerns over the company's AI supply chain strategy. Analysts noted that AMD appears to have reduced its wafer bookings for MI325 at Taiwan Semiconductor Manufacturing Company (TSMC) for 2025 due to uncertainty over MI325 demand. Morgan Stanley stated, 'It appears that AMD has reduced some of its CoWoS wafer bookings at TSMC for 2025 due to uncertainty over MI325 demand. This move indicates AMD's conservative approach to managing potential demand volatility for its AI processors.' However, Morgan Stanley analysts added that Nvidia (NASDAQ:NVDA) quickly absorbed the vacated capacity at TSMC, emphasizing Nvidia's aggressive positioning in the AI market. The bank's note also provides insight into broader trends in the semiconductor industry, indicating that other companies are ramping up production. For instance, Marvell (NASDAQ:MRVL) tripled its CoWoS bookings for 2025 compared to 2024. Meanwhile, Intel's Habana division kept its wafer bookings at TSMC unchanged, indicating stability in its AI-related production. The cautious tone from analysts on AMD follows a period of intense competition in the AI space, with Nvidia strengthening its leadership. The note also mentions that 'WPG's sales in the third quarter grew 25% quarter-over-quarter, compared to previous guidance of only 5.5% quarter-over-quarter growth,' with the bank noting 'increased business from AMD processors and GPUs.
NASDAQ:AMDShort
by CobraVanguard
1
Nvidia's Stellar Rise Amidst the AI Gold Rush Nvidia, the tech giant renowned for its high-performance graphics processing units (GPUs), has been riding a wave of unprecedented success. As the world dives deeper into the realm of artificial intelligence (AI), Nvidia's GPUs have become the indispensable hardware powering the most advanced AI models. This surge in demand has propelled Nvidia's stock to new heights, solidifying its position as a leader in the semiconductor industry. The AI Revolution Drives Demand The rapid advancements in AI technology have created a voracious appetite for computing power. Nvidia's GPUs, originally designed for rendering complex graphics, have proven to be remarkably efficient at handling the intensive calculations required for training and running AI models. Their parallel processing architecture allows them to perform multiple tasks simultaneously, making them ideal for the demanding workloads associated with AI. As AI applications continue to expand across various industries, from healthcare and finance to autonomous vehicles and customer service, the demand for high-performance GPUs has skyrocketed. Companies like OpenAI, Meta, and Google are investing heavily in AI research and development, and Nvidia's GPUs have become a critical component of their infrastructure. Nvidia's Strategic Moves Nvidia has been proactive in capitalizing on the AI boom. The company has made significant investments in research and development to enhance its GPU technology and expand its product offerings. In addition to its traditional gaming GPUs, Nvidia has introduced specialized AI accelerators, such as the A100 and H100, which are optimized for AI workloads. Furthermore, Nvidia has been expanding its ecosystem through partnerships and acquisitions. The company has collaborated with major cloud providers like Amazon Web Services, Microsoft Azure, and Google Cloud Platform to offer AI services based on its GPUs. This has made it easier for developers and businesses to access and utilize AI capabilities. Challenges and Opportunities While Nvidia's prospects appear bright, the company faces certain challenges. The semiconductor industry is cyclical, and there is a risk of a slowdown in demand for GPUs if the AI market experiences a correction. Additionally, competition from other chip manufacturers, such as AMD and Intel, is intensifying. However, the long-term outlook for AI remains positive, and Nvidia's strong market position and technological leadership give it a significant advantage. As AI continues to penetrate various sectors, the demand for high-performance computing power is likely to grow, providing ample opportunities for Nvidia to expand its business. Conclusion Nvidia's success story is a testament to the transformative power of AI. The company's ability to leverage its GPU technology to meet the demands of the AI revolution has propelled it to the forefront of the semiconductor industry. As AI continues to evolve and reshape the world, Nvidia is well-positioned to capitalize on the growing market and maintain its leadership position.
NASDAQ:NVDALong
by bryandowningqln
NVDA SHORT TO 620 BECAUSE BEARS PARTY WITH GOOD GPU'SHere's a neat little POTENTIAL setup. I added a projection line. I probably shouldn't have added a projection line. It will probably make me look stupid in a few months to a year. Or maybe even right now. Depends if you like my charts or not. Or have just recently followed. This chart is a little more longer term. Do I think NVDA crashes some 32% to $620 overnight? No. Sorry, but even bears gotta be realistic. There will be stops along the way. There are some levels of support heading down. But ultimately. There are a lot of rejection areas stacked in a small window of time. Weekly RSI is crossed down. Daily RSI still technically bullish. That can change quickly. Monthly RSI still technically bullish. But also, pretty much maxed out. 4 hour is on the chart 55.41 to 55.17, still technically Bullish until crossing. Price targets are marked, which include but are limited to only 4 (I normally include a lot more but I want to keep this chart clean), as the patterns and major trends are well defined. You'll see. RED HORIZONTAL rejection line at 1200. PINK TREND LINES, ALL currently rejection trends, all of which can breakout in future. GREEN TREND LINE, It's a superman strong trendline. IF PRICE CONFIRMS, YOU WANT IN. WHITE GREEN HORIZTONAL, IDEAL bottom from the drop. 617.21?? GREEN HORIZONTAL, potential BOTTOM. (this number projects out some 2 years or so, and I'm not sure we see it until we see upside targets of ridiculous numbers, like 1200 or even 1800 per share. I could then see NVDA taking down the market. Which would bring price to 230. That move is very possible. 620 to 800 buy nets 2 to 3x profit at those 1200 and 1800 price targets. A drop from those price targets to 230 is just around 80%. If you don't think a stock can lose 80% of its value and run to 5000, SEE META. Too lazy to look? Got ya covered. Does it happening to META mean it will happen to NVDA?? NOT ONE BIT. My point with that is that an 80% drop followed by a 600% run isn't totally out of reality. Because it literally happened. Multiple times, but I only used META as the example. This chart covers TECHNICALS only. Mostly Trends, Price targets. But also, put/call. check the ratio's heading into AUG thru NOV. They look a little high to you? Maybe it's just me because it's near 4/20. www.barchart.com Alright, I think that covers everything. I'll add more when I see via updates to this chart. IDK where the entry would be, but somewhere between now and 890. I'm WRONG often, don't take my word for any of this chart. Look everything up, pull from a lot of sources, do YOUR analysis and then make a decision. GOOD LUCK.
NASDAQ:NVDAShort
by nicktussing77
16
NVDA AT BEAUTIFUL SUPPORT!! EXPECTING A BOUNCE!There's a triple confluence here on NVDA, This is a massive support level with a developing 45min order block. With these confluence and a strong company leading the tech/AI world, I would expect higher prices to come unless we get a random negative event. I'm bullish and looking to break $1,000 in the next few months. Let me know your thought sin the comments below Calculate Your Risk/Reward so you don't lose more than 1% of your account per trade. Every day the charts provide new information. You have to adjust or get REKT. Love it or hate it, hit that thumbs up and share your thoughts below! This is not financial advice. This is for educational purposes only.
NASDAQ:NVDALong
by Navitility
2
Nvidia’s earnings, will the ‘AI hype’ keep driving momentumOn 23 August, we saw another set of incredible results from Nvidia. The company’s data centre business grew revenues more than three times in six months, hitting $10.323 billion and a figure of more than 171% growth year-over-year. Guidance for the current quarter is now $16 billion, while consensus was in the range of $12.6 billion . We see Nvidia’s year-to-date return alongside Taiwan Semiconductor Manufacturing Co. (TSMC), SK Hynix, and the Nasdaq 100 Index. It’s clear that the train of artificial intelligence (AI) adoption is leaving the station, but it’s possible that the journey itself is still in the early stages. As investors consider Nvidia’s valuation in the autumn of 2023, it is rational to think of two primary factors. One is whether this forecast, that the total market size for AI-accelerating semiconductors in 2027 will be around $150 billion, will prove true (it might be too high…or too low). The other regards how much market share Nvidia itself will be able to maintain. From what we can see today, the biggest risk to Nvidia’s continued domination of AI computational resources would be the ‘Big 3’ cloud providers 1) designing their own chips and 2) incentivising their customers to use them for their AI workloads. We say this because it is difficult to picture either AMD or Intel, on their own, making a significant dent. While Nvidia might be perceived as being at the centre of the AI megatrend, exemplifying the hopes and predictions of many with regard to the topic, Nvidia graphics processing units (GPUs) do not operate in isolation. Nvidia doesn’t even fabricate the physical chips. TSMC fabricates the actual H100 chips that firms are presently racing to buy. TSMC is the most significant fabricator of semiconductors in the world. With all the attention on AI, one would assume that TSMC would be on fire (like Nvidia), but that has not been the case. Even if AI-related semiconductors are dominating the headlines, they do not yet dominate the full global market for semiconductors. Consider this question: in 2023, are people or companies racing to buy new smartphones or personal computers? These are two important areas to monitor when thinking about the totality of the semiconductor market and, while they had been hot in recent years, in the ongoing cyclical trend, 2023 is one of the colder years for this type of demand. Some might be surprised to learn that AI-chips are only responsible for about 6% of TSMC’s total revenue. This is one of the signals that tells us that we are still early in our AI adoption journey. However, TMSC has also stated that this figure should compound at roughly 50% per year for the next five years and, in 2027 AI-related chips, should be roughly 13% of TSMC’s total revenue . Another consideration regards the relative sizing of TSMCs customers, as it helps in understanding the revenue picture that much better. With all the Nvidia attention, we might be tempted to assume that it is TSMC’s biggest customer, but that honor actually goes to Apple. In fact, if we add up the estimated share coming from Qualcomm, AMD and Nvidia together, it would be very similar to Apple’s estimated revenue contribution . TSMC does get some attention by virtue of being in Taiwan amidst the ‘US vs China’ geopolitical tensions, but Nvidia’s H100 also needs high bandwidth memory to function. SK Hynix is the primary provider. Its next generation chips can process the equivalent of 230 high definition, full-length movies in a second. The dynamic random-access memory (DRAM) market that relates to AI is about 16% of revenue today but should grow to roughly 41% of the total by 2025 . How might performance of the AI-theme evolve from here? As we approach the latter part of 2023, we know that AI has been a catalyst for some of the world’s largest tech companies to drive US equity markets higher for the better part of the year so far. After a rough 2022, the change in performance from negative to positive was welcome. However, we know that investors overestimate the short term and underestimate the long term, so there is a chance that the AI journey will take longer and we’ll have some ups and downs performance-wise. The funny thing is that we’re already seeing a diverse performance experience across the space. Conclusion: riding the multi-year trend in AI AI research and advancement is occurring all the time. In a year like 2022 it was nearly impossible to talk about it due to poor market performance and a rough macro backdrop. Now, in 2023, it’s nearly impossible not to talk about it and people are reaching for exposure in myriad ways. We can think about it like this: 1) Nvidia has moved a lot and may continue to move, but in H2 2023 it is difficult to rationalise chasing Nvidia as a single stock too much further in the near term. We have seen a lot of interest in strategies focused on semiconductors, but there is really only one Nvidia. 2) The Nasdaq 100 Index is extremely top-heavy in terms of putting lots of weight in a narrow set of very large tech companies. Many of these companies have developed or are developing large language models to push AI forward. It’s possible that AI is the catalyst that keeps growth in favour within US equities in the coming decade and leads to these companies continuing in the veritable equity driver’s seat. 3) Software is an interesting area for consideration. As the first part of 2023 was transpiring, many were thinking about a potential recession later in the year. Spending on software was not necessarily in an upward trend. In H2 2023, while the idea of a recession is fading away, the idea of ‘spending on software’ has shifted more towards ‘spending on AI.’ One of the areas we continue to look at is cybersecurity: any time customers are expanding access to new technologies, it needs to be accompanied by increased focus on security. Source: 1 Moore et al. “NVDA reports another exceptional quarter as AI spending surges.” Morgan Stanley Research. August 24, 2023. 2 Chan et al. “Correction: AI Semi Demand Outshines; keep OW.” Morgan Stanley Research. July 20, 2023. 3 Chan, 2023. 4 Sohn, Jiyoung and Yang Jie. “This Company is Nvidia’s AI Chip Partner—and Its Stock is Soaring.” Wall Street Journal. August 27, 2023. This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.
NASDAQ:NVDA
by aneekaguptaWTE
1
#RNDR/USDT 1D (Bybit) Rising wedge breakdown and retestRender Token pulled back to 50MA resistance and could push a bit higher before resuming the retracement down to 200MA support. ⚡️⚡️ #RNDR/USDT ⚡️⚡️ Exchanges: ByBit USDT, Binance Futures Signal Type: Regular (Short) Leverage: Isolated (2.2X) Amount: 5.0% Current Price: 2.27450 Entry Zone: 2.29510 - 2.52750 Take-Profit Targets: 1) 1.89170 2) 1.50035 3) 1.10905 Stop Targets: 1) 2.84610 Published By: @Zblaba CRYPTOCAP:RNDR #RNDRUSDT #Render #AI #BigData #GPU #Web3 Risk/Reward= 1:1.2 | 1:2.1 | 1:3.0 Expected Profit= +47.4% | +83.1% | +118.8% Possible Loss= -39.7% Estimated Gaintime= 1-2 months rendertoken.com
RShort
by TradingOn
A Deep Dive into NVIDIA's $960B Success Beginning their journey in a modest Denny's, Nvidia has skyrocketed to become a dominant force in the technology industry. Outshining major tech players, Nvidia's $960 billion market cap now overshadows Facebook ($665B), Tesla ($618B), and Netflix ($168B). It's their monumental growth that solidifies our confident and long-standing endorsement of Nvidia. Nvidia's Game-Changing Invention: The GPU Back in 1999, Nvidia transformed the technology landscape by introducing the world to the graphics processing unit (GPU). Their GeForce series swiftly emerged as a crucial asset for PC and console games requiring advanced graphics. Elevating GPU Programming: The Launch of CUDA Computing Platform Nvidia didn't halt their innovation at GPUs. In 2007, they unveiled the CUDA computing platform, which revolutionized GPU programming and led AI enthusiasts towards Nvidia's superior technology. A Nvidia representative noted, "We acknowledged early that accelerated computing was necessary to address the world's most pressing issues. Thus, we committed to crafting CUDA in its entirety, thereby bestowing millions of developers with the capability of general-purpose acceleration." GPUs & Generative AI: A Perfect Pair GPUs, as it turns out, are ideal for the rigorous data processing and model training needs of generative AI. Nvidia stands unrivalled in providing large memory chips, with their top-tier A100 series costing $10K each. Envisioning a CPU to Gen AI Shift: CEO Jensen Huang's Market Forecast Nvidia's CEO Jensen Huang anticipates a substantial shift in the trillion-dollar data center market: "Historically, data centers globally were 100% CPU-based. However, I predict that in the next 5-10 years, a large portion of this $1 trillion market will be dominated by gen AI." With the tech gold rush in full swing, Nvidia's GPUs are shaping up to be the most lucrative 'shovels' ever seen. Our unwavering support for Nvidia from the outset is a testament to their relentless innovation, risk-taking prowess, and strategic brilliance. They're not merely reshaping the future of technology; they are a shining example of the transformative power that aligns ambition, vision, and action.
NASDAQ:NVDA
by cryptohubble
The GPU mining token of choice! Opinion: - GPU mining token of choice - Decentralized at the roots, being a BTC fork of the code. - NFT marketplaces GPU miners that do not intend on stopping after the merge, are likely to move towards RVN. This will grant RVN with a stronger and more decentralized network. In terms of hashpower it is likely to be seen as a network of choice. Very bullish on it long term. #GPUMINERS #LONGTERMULTRABULLISH Each level L1-L3 (S1-S3) and TP1-TP3 has a deployment percentage. The idea is to flag these levels so I can buy 11% at L1 , 28% at L2 and if L3 deploy 61% of assigned dry powder. The same in reverse goes for TP. TP1: 61%, TP2:28% and TP3:11%. If chart pivots between TP's and L's these percentages are still respected. I like to use the trading range to accumulate by using this tactic. Just my personal way of using this. This is not intended or made to constitute any financial advice. This is not intended or made to constitute any financial advice. FED Macro Situation Consideration: All TP's are drawn within the context of a return to FED neutral policy. I do not expect these levels to be reached before tightening is over. NOT INVESTMENT ADVICE I am not a financial advisor. The Content in this TradingView Idea is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained within this idea constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this idea post is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the idea/post constitutes professional and/or financial advice, nor does any information on the idea/post constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the idea/post before making any decisions based on such information.
Long
by TheBitcoinGeneration
AMD nearest future. Expected end of the rally. I know that it may look a little saturated, but if you are serious about investing in AMD (which is a good idea IMO, but not at this moment), look closer and you'll find a lot of useful info. TL;DR: 1) Rally triggered by the launch of Zen2 processors got exhausted. 2) RSI divergence on both, weekly and daily charts. 3) Upcoming earnings (April 17, 2019) not promising anything good, Zen 2 sales declined. 4) AMD cut the prices for the latest Zen2 CPU's which indicates that sales are dropped and they are trying to squeeze every a little bit before upcoming earnings to don't show absolutely awful numbers. 5) Announced MOBILE Ryzen 4000 CPUs is in fact have older Zen2 architecture, not Zen3 as some may think based on the name. I shorted at 56 and to be honest I'm really eager to re-enter, but we have to be patient, especially in current market conditions. AMD developed a small wage which may retest the previous high. It may look like an opportunity for some day traders, but expose an extreme risk for long term investors. The target of the wage is right near the previous high, and if the price will bounce from it, we will have a Double-Top after which the price decline may be dramatic. The targets are ~$35.50 and if after testing the trend line at $48.50 it will fail, the next support must be at ~$25. From $25 to anything lower I'll buy like there is no tomorrow.
NASDAQ:AMDShort
by LanaFL
4
INTEL STOCKS LONG HOLD 2-3 YEARS! POTENTIAL FOR LONG TERM PROFITWhile the ADX is quite high, the PVT is however below zero so this might not be the best to invest in..... especially since it seems to now be descending. However, I'm here to tell you it might be a smart idea to invest as Intel has just confirmed that they are entering the GPU market by 2020 and hence preventing NVIDIA from becoming a pseudo-monopoly. Intel's stocks will most likely skyrocket and investing during this downtrend may be very profitable in the next 2-3 years; especially as gaming is getting bigger and so is crypto mining, both of which require gpu's. A lot of investors are probably waiting for more information so it might be beneficial to invest now!
NASDAQ:INTCLong
by rylest370
4