Nvidia 1Q numbers - Data center's have huge growth

14-MAY-18

On Thursday after the market closed,Nvidia, one of our smaller holdings, reported blockbuster numbers. Here they are. Revenue grew 66% to $3.2bn, Net Income grew by 145% to $1.2bn, and thanks to share buy-backs EPS was up even more by 151% to $1.98.


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Nvidia 2Q - many paths of growth

14-AUG-17

Last week we had second quarter results from high flying Nvidia. As is often the case with stocks that have done incredibly well over a short period of time, expectations were high. The results also coincided with a sizeable tech sell off last week. The share price is off over ten percent since the results were released, trading at the same levels they were at 1 month ago. That should give you some perspective.


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NVIDIA 1Q numbers - beating expectations

10-MAY-17

For a second, imagine a world in a decades time. For reference point, cast your mind back ten years in order to appreciate how quickly "things" can change. Whilst Amazon were working on their cloud business in 2007 and Apple was about to launch the first ever iPhone, internet speeds were slow and laptops needed only so much. The thought of electric driverless vehicles in 2007 and the thought of streaming music, content streaming, original content from anyone who wasn't an established participant was a little far fetched.


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NVIDIA 4Q & FY numbers - Introduction to NVIDIA

10-FEB-17

NVIDIA is a company that has managed to explode onto the scene with the advent of the PC era. When I say "gaming" to you, you think of a nerd eating pizza, drinking energy drinks and staying up all night engaging with friends and foes alike online. WRONG. Computer gaming is a 100 billion Dollar industry, NVIDIA's GeForce is the largest gaming chip on the planet, with over 200 million users. It is another form of entertainment, gaming. TenCent own the single largest game on the planet, Riot Games League of Legends is around 22-23 percent of the online gaming industry. It is an alternative and fast growing form of entertainment that appeals to many young people.


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