up 15% on last nights buy @$667
now if only all my other buys did the same
NVDA
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Unbelievable. Like Tesla’s Steve Cram-esque (ask your parents) run in, I think, 2021. Although that’s a lesson learned in itself. Exciting times tho!
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JPMorgan today raised its price target on Nvidia $NVDA to $850 up from $650 while maintaining its Buy rating
Bank of America raised its price target on Nvidia $NVDA to $925 up from $800 while maintaining its Buy rating
Goldman Sachs raised its price target on Nvidia $NVDA to $875 up from $800 while maintaining its Buy rating
Morgan Stanley raised its price target on Nvidia $NVDA to $795 up from $750 while maintaining its Overweight rating
Citi raised its price target on Nvidia $NVDA to $820 up from $575 while maintaining its Buy rating
Keybanc raised its price target on Nvidia $NVDA to $1,100 up from $740 while maintaining its Overweight rating
Mizuho raised its price target on Nvidia $NVDA to $850 up from $825 while maintaining its Buy rating
Truist raised its price target on Nvidia $NVDA to $911 up from $691 while maintaining its Buy rating
Stifel raised its price target on Nvidia $NVDA to $910 up from $865 while maintaining its Buy rating
Wedbush raised its price target on Nvidia $NVDA to $850 up from $800 while maintaining its Outperform rating
UBS lowered its price target on Nvidia $NVDA to $800 up from $850 while maintaining its Buy rating
Deutsche Bank raised its price target on Nvidia $NVDA to $720 up from $560 while maintaining its Hold rating
TD Cowen raised its price target on Nvidia $NVDA to $900 up from $700 while maintaining its Outperform rating
Benchmark raised its price target on Nvidia $NVDA to $1,000 up from $625 while maintaining its Buy rating
HSBC raised its price target on Nvidia $NVDA to $880 up from $835 while maintaining its Buy rating
Wolfe raised its price target on Nvidia $NVDA to $900 up from $630 while maintaining its Outperform rating
Bernstein raised its price target on Nvidia $NVDA to $1,000 up from $700 while maintaining its Outperform rating
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Quad split
Im gonna say we are good for this year, the AI bubble still has some expanding to do 
just waiting for Skynet and Judgment Day , that will burst the bubble 
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$880 by end of next week close
Those who bought $NVDA in 2014 and held onto it have generated impressive profits.
Kinda feel sorry for intel tho 
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Don’t at some point it will even out as others catch up with r and d. For now nivida will reap the rewards but needs the competiton to keep pushing.
That’s what’s said anyways.
Way back whenever it was I posed I said I don’t want to buy in because of the massive rise due to AI and it’s risen even more since.
I’m still on the bench of I’m basically scared to buy in at this point and the previous point. It could be /has been a missed opportunity.
Like I said when I was messing about with T212 in 2018 and 2019 etc that was my first kind of company to go to and amd etc I didn’t even know what a eft was lol.
Had I bought then but this was me testing markets trying to work up the courage to invest for the very first time with barely any free cash.
Like wise now with all my investments even if I had to buy this stock due to isa rules I would need to save a good few months to buy a share and miss out buying snippets of each of the companies I own just now / efts.
Maybe when a stock split happens and things have panned out more.
And tbh I do have this stock inside my efts/trust so technically I’m still happy it’s rising like mad, I’m just not reaping the single stock rewards.
I understand what you’re saying, and I haven’t invested my money in it at this point because I believe it will require perfection in results in each quarter from here to sustain the hype it has reached, even though it’s an excellent company with a visionary leader. I would consider entering during a significant drop, but for now, I prefer focusing on other good stocks that are at a better price.
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during earnings call Jensen says still strong demand for existing products into 2025
with release of the H200 chip and demand outstripping supply , the H200 doubles the performance of the last chip keeping NVDA at the top of the game
IMO we go to $1300 at least 
also still cheap as chips !
For clarity (and it might have been talked about before in this thread) while Nvidia are currently ahead on hardware performance metrics, although I believe AMD aren’t that far behind - AMD releases new chips to power faster AI training - The Verge
It should be made clear that it isn’t really the main advantage Nvidia have here, I’d guess the hardware gap will be closed up in the next couple years or so
CUDA is the main advantage, it’s essentially a defacto industry standard that along with Nvidias GPUs underpins a lot of the AI model training currently, like LLMs
Little older now, but gives the detail - Is Nvidia now a software stock? The competitive advantage of CUDA | TechSpot
You’re effectively banking on the software advantage, if not understood
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The CUDA moat has mostly dried up by this point, almost everyone is using Pytorch or Tensorflow, which are basically fine on TPUs. The hyperscaler’s push towards ASICs meant they had to get around it one way or another.
Nvidia feels pretty overbought at this point, I don’t see how they can extract so much from the value chain in the long run (2+ years) given there is plenty of competition on the design side (TPUv5 arguably has the advantage over H100 already, AMD isn’t far far behind and the other hyperscalers are just getting started).
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I’m talking more about CUDA in a API/toolkit sense, probably should have made that more explicit.
It appears both Pytorch and Tensorflow can use CUDA in that regard, as a higher level abstraction.
Edit: I agree with the point though, it seems overbought
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Yeah I know what you meant - Pytorch and Tensorflow can use CUDA (and were previously highly reliant on it) but they no longer rely on it as they have other abstractions that bypass it.
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Definitely alternatives gaining traction then, makes it a bit weaker position (over the medium term) than I assumed 
And up 1.3% pre market and tapped $800 