Nvidia Buys Mellanox

11-MAR-19

Nvidia and Intel have been bidding for an Israeli chipmaker named Mellanox. Insiders suggest that Nvidia have won the bid and a deal could be announced today. Mellanox's technology specialises in transferring information from one component to another, within and between computers. This will help Nvidia maintain its lead in data centre technology, an area that I feel has the most potential for the company.


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Nvidia FY - Crypto Hangover

18-FEB-19

On Thursday after the US market closed, Nvidia released their full year and Q4 numbers. The share has performed extremely well since the second half of 2015 were it to traded at around $20 a share. Fast-forward three years and it reached a high of $292.76 a share in September 2018. During times of uncertainty, it is your high-flying stocks that normally get hit the hardest. Nvidia was one of those, where the share price almost halved during the October to December sell-off, to now trade at $157 a share. If you have held the stock for three years, you are still up eight times your original investment. If you have held it for 18-months, you are unfortunately down.


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Nvidia - Disappointing Trading Update

29-JAN-19

Of all of our recommended stocks, chip maker Nvidia had the worst end to 2018. Cruising at an all-time high of $292.76 per share in late September, it turned down sharply. After a negative results pre-announcement last night, it slipped further to close at $138.01. Eina! What gives?


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Nvidia Q3 - Fewer Crypto sales

19-NOV-18

One of the things that I like the most about financial markets is that they provide a great way to monitor arguments about the valuation of companies. If ABC's stock is trading at $100 or R100, and I think that's a bargain price for a world-beating operation like ABC, while someone else thinks that ABC is a dog with fleas and the right price is much lower (or even zero), then I can buy it and that other person can avoid it, or even sell it short. Then we can sit back and see what happens. There is usually a clear answer in time, but the valuation is constantly changing and sometimes those swings can be very significant.


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Nvidia - Becoming more efficient

25-OCT-18

Last month Nvidia, one of our US holdings, rebased their latest graphics card. The chips become more powerful with each passing year, but we are getting to the limits of current materials. The focus now is shifting from making things more powerful, to being more efficient. So with the same computing power you would be able to do more.


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Nvidia 2Q - Good growth in all divisions

20-AUG-18

Computer chip-maker Nvidia released a very strong set of numbers for the 2Q on Thursday, but the share closed down 4.9% because of lower-than-expected guidance. The Santa Clara based company saw record revenues across all platforms; Datacenters, Gaming, Professional Visualisation, and Automotive.


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Nvidia's new chips

15-AUG-18

Nvidia has results out later this week. But as a precursor, they released a new generation of chips on Monday. The new set of chips is called Turing, after Alan Turing, the British scientist who basically won world war two by hacking into German communications.


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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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