NVIDIA Corporation (NVDA) News

You can only be sure of one thing, when they awaken me, things are about too change!



Nice day

https://www.wptv.com/news/technology/stargate-ai-project-could-help-create-cancer-mrna-vaccine-oracle-ceo-larry-ellison-says

What happened to stargate cure to caner Ai platform

You nailed it on the button,, It reminds me of worldcom piece of garbage

Or it will collapse to 70$ instantly, overhyped trillion dollar airtank

You sound like you are shorting the stock. Good luck with that. If there is any type of PR that reduces the China risk for NVDA, expect to see the PPS back up to 125+

Those hype days are over, get ready for the rude awakening collapse next week

This scam box of the century will collapse to 10$ by next week

Yes, stocks for the most part, take the stairs going up and the elevator going down.

That being said, retreating quickly doesnt necessarily mean dropping that far. A $25 price target is very unlikely.

Could it drop below $100 and into the $70 - $80 range? Yes, that is possible. But $25 is very unlikely, unless there was a full on world depression.

super micro computer being touted, but what do they do/sell/buy from nvidia?

stargate/openai/softbank and nvidia infrastructure.

He maybe right, stocks go retreat faster than they go up, I'm looking at 25.00 by next year

OPPS!

$5 Billion revenue write off caused by that China Thing! I think the 114% revenue growth figure is a little high.

So in 6 weeks you think we will be at $50? Let's revisit that issue in June. It is in a downtrend at the moment, but $50 may be a stretch.

Analysts' estimates keep dropping for NVDA. Already estimates were low for the very lofty market cap. But they are dropping estimates by about 10% per month. NVDA business model appears to be broken. I would not be surprised to see NVDA share price below $50 per share by mid-2025. Beware.

All of that is true and NVDA is a great company.

However, its down nearly 25% for the year and we are in the middle of April.

It has consistently trended down in 2025. This is not about fundamentals, but the overall market response to the tariffs, wars and other concerns.

That being said, its a great stock and will bounce back, when the fears subside.

Below is a summary of the Magnificent 7’s performance, focusing on revenue growth, earnings growth, and forward P/E ratios, based on available data for 2024 and earlier quarters. Since exact quarterly breakdowns for all eight quarters are not fully detailed, I’ll use annual 2024 data, quarterly highlights, and trends where available.
Revenue Growth (2024 Full Year, unless specified):
NVIDIA: 114% (Q4 2024: $39.3B, up 78% YoY).

Meta: 22% (ad revenue-driven).

Microsoft: ~17% (Q3 2024, fiscal year ends June).

Alphabet: ~12-15% (strong Q3/Q4 2024).

Amazon: ~10-12% (Q4 2024: 12.8% for Mag-7 aggregate).

Apple: ~5% (Q3 2024 guidance).

Tesla: 1% (weak due to EV competition).

Earnings Growth (Q4 2024 and Recent Quarters):
NVIDIA: Led Mag-7 for six quarters, contributing ~73% of Mag-7 earnings growth in Q4 2024. GAAP EPS $2.94 (TTM, up 147% YoY).

Amazon: Strong Q4 2024, driven by AWS and AI.

Alphabet: Top 5 S&P 500 earnings contributor in Q3/Q4 2024.

Meta: Robust Q4 2024, high margins (>25%).

Microsoft: Steady, AI-driven (Azure) growth.

Apple: 16% YoY earnings growth in Q4 2023, slower in 2024.

Tesla: Declines (-33% operating profits Q2 2024, -40% Q4 2023).

Forward P/E Ratios (Estimated as of Q1 2025):
NVIDIA: 23.

Alphabet: ~20-25 (lowest, ~1.5x PEG in Jan 2024).

Meta: ~25-30.

Amazon: ~40-50 (down from 312x in 2023 due to earnings growth).

Microsoft: ~30-35.

Apple: ~30-35.

Tesla: ~80-100 (high due to low earnings, ~86x in 2023).

Mag-7 aggregate: 28.3x (vs. S&P 500 at 21.8x).

PEG Ratios (Jan 2024, where available):
Alphabet: 1.5x (lowest).

NVIDIA: 1.6x (likely improved with lower P/E and high growth).

Tesla: 1.8x (33% EPS growth projected 2024-2028).

Mag-7 average: 1.68 (Q3 2023).

Profit Margins (2024):
NVIDIA: 55.8% (gross 73%, operating 61%).

Meta, Microsoft, Alphabet: >25%.

Apple: High, but not quantified here.

Amazon: Lower, due to high costs.

Tesla: Lowest, impacted by price cuts.

Step 2: Analysis of Trends (Q1 2023–Q4 2024)
NVIDIA: Revenue surged 114% in 2024 ($130.5B), with Q4 2024 at $39.3B (up 78% YoY). EPS grew 147% YoY, driven by AI chip demand (90% margins). Forward P/E of 23 is attractive given growth, down from ~250x in 2023.

Alphabet: Consistent 12-15% revenue growth, low P/E (~20-25x), and PEG (1.5x) suggest value. Strong in search, YouTube, and cloud.

Meta: 22% revenue growth, high margins, and P/E ~25-30x. AI and ad revenue are key drivers.

Amazon: 10-12% growth, with AWS and AI boosting Q4 2024. Higher P/E (~40-50x) reflects growth expectations but lower margins.

Microsoft: 17% revenue growth, AI (Azure) strength, P/E ~30-35x. Stable but less explosive than NVIDIA.

Apple: 5% revenue growth, high margins, P/E ~30-35x. Growth slowed, tied to iPhone and Apple Intelligence.

Tesla: 1% revenue growth, earnings declines, and high P/E (~80-100x). Long-term EV/AI potential but current weakness.

Step 3: Best Buy (Question A)
The best buy balances valuation (low P/E, PEG), growth (revenue/earnings), and risk (fundamentals, market position).
NVIDIA:
Pros: 114% revenue growth, 147% EPS growth, 55.8% margins, forward P/E 23 (lowest among Mag-7), PEG ~1.6x. AI chip dominance (90% share) and Blackwell platform demand are strong.

Cons: Volatility (beta 1.96), export restrictions ($5.5B Q1 2025 charge), and potential AI spending slowdown.

Why Strong: P/E of 23 is compelling for its growth rate, making it undervalued relative to peers.

Alphabet:
Pros: P/E ~20-25x, PEG 1.5x, 12-15% growth, diversified revenue, and high cash flows. Analyst optimism (high StarMine ARM score).

Cons: Regulatory risks (antitrust) and AI competition.

Why Strong: Lowest valuation with solid growth, but less upside than NVIDIA.

Meta, Microsoft, Amazon, Apple: Offer growth but higher P/E ratios (25-50x) and slower growth (5-22%) than NVIDIA. Amazon’s margins and Apple’s slow growth are concerns.

Tesla: High P/E (~80-100x), 1% growth, and earnings declines make it the least attractive.

Best Buy: NVIDIA. Its forward P/E of 23, combined with 114% revenue growth and 147% EPS growth, offers the best value-growth mix. Alphabet is a close second for its lower P/E and stability, but NVIDIA’s upside is unmatched.

A nice play under the current circumstances.

NVDA $97 to $94 support exit NVD and enter NVDL ... Chief Executive Jensen Huang visited Beijing on Thursday to meet with company clients and government officials....

The Chinese government controls everything it owns I would think, but there are I am sure some companies that are both state and privately owned. But what that means, I have no idea. LOL

Just curious, you think China can't get control of something they already own?

Wolfe Research Adjusts Price Target on NVIDIA to $150 From $180

Wow that is a bold prediction, but not bet worthy for me. LOL

25.00 within one year, lets bet 1.00

Nice day

Jensen, it's time to retire. One should be wary of how close China is to actually entering Taiwan these Days... Then, no more restrictions nonsense talk, and to think, its actually part of China already?

I'm coming, faster than you think!

HMM

Thanks too 😊

No big deal.

But there’s been several times where people here have claimed things as factual, when it’s based on nothing but rumors and second/third hand info.

Thanks.

My bad if they didn't say it as I sold some when I heard that. So I fooled myself LOL

I don't see it anywhere I agree but I know they said it, but maybe they said it in jest, but i heard it, so sorry if you think I am TRYING to start a rumor

They said it was an accounting issue, not sure of the time but in the afternoon....I DO NOT LIE EVER Go replay the day if you can

100% agree that the Fed kept rates too low for too long...and then lowered them again right before the election, putting their hand on the scale.

Lets hope that all of those involved in decision making, (Fed and the admin) don't crash this economy. There is definitely risk with what is going on.

They said EXACTLY WHAT over on CNBC? And WHEN??

They said it on CNBC. I don't ever start rumors.

That's fine. He can be the scapegoat if things fail then, because we all know that the lessening of interest can do nothing but help the market. This administration has no issue with pointing the finger, that's for sure.

Not that I'm a fan of lowering interest rates and adding fire to an already overheated stock market (that has already been done previously). The fed kept rates too low too long IMO. But that's just my opinion.

No, we all knew the market was overvalued and that it was due for a correction. It's been talked about right here on this very board. Did we need it all at once? God no. But now it is happening. The only thing to do now is to hope that it doesn't get out of hand.

In my opinion, the current Fed, with Powell as the Chair, will work against this administration. They want to install as many obstacles as they can to success.

They believe they can reign in the policies of the current administration or get them to change direction, by sending the markets down.

No

There's no "accounting issue" for NVDA!

Or are you trying to start another rumor about NVDA? Any "accounting" issue rumors were all put to bed a long time back.

Exactly. It is Powell opening his fat YAP that is driving down the market now.

I think it was the NY Fed rep that said that interest rates might even be HIKED, if the fed sees more inflation. Now THAT would be a devastating thing on the markets indeed.

Powell sends markets and NVDA down by indicating the Fed will hold off on rate cuts, to see how the tariffs play out.

The Fed is not a friend to this administration. The deep state strikes again!

An accounting issue?

I would think.

Yes, it could possibly impact this quarter or next quarter.

I welcome all buying opportunities, nothing wrong with the company. Massive overreaction to something that will 100% benifit America! 

BofA drops NVDA Price Target to $160 From $200

NEW LOWS COMING!!!!!!!!!!!!!!!!!!!! 50 BUCKS IS TARGET!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! CHIP MAKING IS NOW IN A PARALIZED ZONE OF NOT KNOWING WHATS GOING TO HAPPEN!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! BOGUS MANUFACTURING IN THE US TALK!!!!!! NO ONE IS GOING TO BUILD HERE JUST TALK!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! CHINA WILL GAIN CONTROL!!!!!!!!!!!! MUAHHAHAAAAAHAHAHAHAHAHAHAH!!!!!!! DOW 30K TO RESET BUMPY RIDE IS COMING!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! BLAHHAHAHA!!!!!!!!!!!!!!!

Ok thanks

Explained in my analysis

Agree, but maybe when earnings come out?

Typical market over reaction to a scenario that will have little to no impact on NVDA, longterm.

All that being said, and there was a lot there, then the hope is that we get a quick upturn today on buying by NVDA stalwarts. It would be nice to get into the mid teens by end of week. 

Chat GPT4.o is very very smart. Look what it says about the evolution of AI.
https://markets.financialcontent.com/1discountbrokerage/article/accwirecq-2025-4-16-chatgpt4o-deepseek-copilot-validate-rltrs-reel-intelligence-ris-potential-advantages-over-all-ais-as-smarter-more-efficient-less-costly-and-better-on-the-environment