NVIDIA: Wer war dabei ?

Nvidia übertrifft im zweiten Quartal mit einem Gewinn je Aktie von $2,18 die Analystenschätzungen von $1,97. Umsatz mit $3,87 Mrd. über den Erwartungen von $3,65 Mrd. / Quelle: Guidants News https://news.guidants.com  

habe aber so 50% meiner Gewinne mitgenommen gestern egal dürfte ja morgen gut grün werden  

SANTA CLARA, Calif., Aug. 19, 2020 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the second quarter ended July 26, 2020, of $3.87 billion, up 50 percent from $2.58 billion a year earlier, and up 26 percent from $3.08 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $0.99, up 10 percent from $0.90 a year ago, and down 33 percent from $1.47 in the previous quarter. Non-GAAP earnings per diluted share were $2.18, up 76 percent from $1.24 a year earlier, and up 21 percent from $1.80 in the previous quarter.

NVIDIA closed its acquisition of Mellanox Technologies Ltd. on April 27, 2020.

“Adoption of NVIDIA computing is accelerating, driving record revenue and exceptional growth,” said Jensen Huang, founder and CEO of NVIDIA. “Growth in GeForce gaming accelerated as gamers increasingly immerse themselves in realistic virtual worlds created by NVIDIA RTX ray tracing and AI.

.....

NVIDIA paid $99 million in quarterly cash dividends in the second quarter. It will pay its next quarterly cash dividend of $0.16 per share on September 24, 2020, to all shareholders of record on September 2, 2020.
NVIDIA’s outlook for the third quarter of fiscal 2021 is as follows:

Revenue is expected to be $4.40 billion, plus or minus 2 percent.
GAAP and non-GAAP gross margins are expected to be 62.5 percent and 65.5 percent, respectively, plus or minus 50 basis points.
GAAP and non-GAAP operating expenses are expected to be approximately $1.54 billion and $1.09 billion, respectively.
GAAP and non-GAAP other income and expense are both expected to be an expense of approximately $55 million.
GAAP and non-GAAP tax rates are both expected to be 8 percent, plus or minus 1 percent, excluding any discrete items. GAAP discrete items include excess tax benefits or deficiencies related to stock-based compensation, which are expected to generate variability on a quarter by quarter basis....

https://nvidianews.nvidia.com/news/...s-for-first-quarter-fiscal-2021  

https://www.nasdaq.com/market-activity/stocks/nvda/after-hours
stagniert  

Credit Suisse erhöht Kursziel für NVIDIA von 425 USD auf 530 USD. Outperform.
Bernstein erhöht Kursziel für NVIDIA von $415 auf $545. Outperform.

https://news.guidants.com/...59790678778678d#!Ticker/Profil/?i=121019

nachbörslich minus 1%  

Das würde ich doch sehr begrüßen :D Für einen Kleinanleger wie mich, der gerade erst dabei ist sein Depot aufzubauen, sind die Preise der Einzelaktie doch nicht ohne :(  

"While investors have gone gaga for Nvidia Corp.‘s data-center business this year, we should sit back and appreciate the rise of its core business.
Nvidia NVDA,  reported Wednesday that a huge boost in its data-center business meant that revenue from server chips outpaced its gaming business for the first time in the second quarter. With both data centers and videogaming fueled by the work-from-home trend in the ongoing global pandemic, Nvidia is in a sweet spot with both of those businesses.
“We find ourselves really in this perfect condition, where the future is going to be more virtual, more digital,” Nvidia co-founder and Chief Executive Jensen Huang told analysts on a conference call...."

https://www.marketwatch.com/story/...t-again-2020-08-19?mod=home-page  

Schöner Newsflow von dir. Darf ich fragen, seit wann du in nVidia investiert bist?
Ich muss sagen, die Möglichkeiten und die strategische Ausrichtung habe ich sehr unterschätzt.  

Und 2018 war ich mir bei 150$ auch unsicher ob ich da nochmal einsteigen soll xD Aber das alles so abgeht, hätte keiner wissen können. Frage mich nur, warum ein Tesla mehr Wert sein soll als ein fabless Nvidia.  

mein bestes Pferd im Stall, habe vor dem Report nachgekauft
davor hatte ich Varta, Delivery und Hellofresh, stiess die aber zu dem Zeitpunkt ab, auch meine Alteryx rechtzeitig....halte Teamviewer und AMD , hoffe Apple zu kriegen limitiert
Zoom ist mir davongelaufen....  

Nvidia: Wall Street feiert Q2-Zahlen von „nächster Apple“
"...Nvidia ist eine regelrechte Profitabilitätsmaschine, ein Ende der Erfolgssträhne derzeit nicht absehbar. Bankanalysten schätzen, dass boomende Datencenter-Einnahmen bis weit in 2021 Bestand haben werden. Der Konzerngewinn soll im ersten Quartal 2021 auf 1,47 USD pro Aktie klettern. Das Unternehmen von Jenssen Huang könnte perspektivisch gar zur „Apple der Datencenter“ avancieren – diese These vertritt Jefferies-Experte Mark Lipacis...."
https://www.sharedeals.de/...et-feiert-q2-zahlen-von-naechster-apple/

 

https://www.fool.com/investing/2020/08/22/...ut-for-very-good-reason/
"....NVIDIA has already laid the groundwork for years of further advance, though. We are witnessing a massive changing of the guard in the semiconductor industry, and NVIDIA is quickly emerging as the new leader in the space. It's technologically more advanced, has a nimble balance sheet, and generates lots of cash to further strengthen its leadership. The takeover and seamless integration of Mellanox in the second quarter could be just the beginning.
...CEO Jensen Huang said his company didn't see any pull-forward of revenue in the quarter due to the pandemic. On the contrary, professional visualization sales dipped 30% from last year to $203 million, with many design and manufacturing professions closed down, and the auto segment fell 47% to $111 million. The data center unit -- which grew 167% year over year to $1.75 billion -- got a big boost from Mellanox. Over 30%, or $526 million, of data center sales were attributable to Mellanox. Backing that out, data center sales grew a more "modest" 87%.
Professional visualization and auto were forecast to be roughly even in the next quarter. Data center growth is also expected to ease, but the upcoming holiday shopping season could be the strongest ever for the video game industry. Huang thus said growth is more closely tied to a new hardware upgrade cycle in gaming, as well as upgrades for cloud computing and artificial intelligence. This upgrade cycle is just getting started...
I'm certainly not arguing that shares will continue to increase unabated. .... But that's the name of the game with the cyclical semiconductor industry. Nevertheless, NVIDIA is quickly taking over as the chip company to beat. Rather than try to time a pullback, I'm holding on to what I have and will be ready to buy more."  

mich mittlerweile auch von meinem AMD Anteilen getrennt und halte jetzt langfristig nur noch Nvidia bzw. stocke evtl. noch auf. Hat für mich dann doch einfach die interessanteren Märkte und finde es sogar gut, dass man mittlerweile sogar in anderen Bereichen mehr erwirtschaftet als im Gaming-Bereich. Gerade Rechenzentren und der Autosektor (autonomes) sollten in der Zukunft für konstantes Wachstum sorgen. Dazu kommt man evtl. bei der Softbank bei ARM zum Zuge.

Klar hat Nvidia auch Konkurrenz aber bei AMD erfolgt ein Großteil des Wachstums auf Kosten von Intel. Und ich würde Intel jetzt trotz allem nicht so schnell abschreiben. Die haben genug Cash und Erlöse um doch noch zurückzuschlagen. Wie schnell das gehen kann hat man ja die letzten Jahre bei AMD gesehen.  

...einsteigen bei NVIDIA?
Ich habe blöderweise vor etwa 6 Wochen verkauft. Und wollte auf einen besseren Einstieg warten. Tja... jetzt stehe ich da und warte und warte... und überlege, ob ich einfach nicht mehr warte?
Ich bin noch nicht so lange dabei und eher vorsichtig. Aber auch skeptisch, ob es überhaupt nochmal einen Rücksetzer zum Enstieg geben wird?  

wenn du langfristig investieren möchtest, ist der Einstiegszeitpunkt nicht Primär.
Wenn du an Nvidia, das Geschäftsmodell und die Perspektive usw. glaubst, immer herein spaziert.
In einem Jahr hättest du gern den Kurs den du jetzt vielleicht als zu hoch empfindest.
 

https://www.jonpeddie.com/press-releases/...global-gpu-market-results
Quick highlights
AMD’s overall unit shipments increased by 8.4% quarter-to-quarter, Intel’s total shipments decreased by -2.7% from last quarter, and Nvidia’s increased by 17.8%.
Typically, the second quarter is down compared to the previous quarter. This quarter was up as the influence of the pandemic has had unpredictable market effects.....  

...da hast du recht. Langfristig bin ich überzeugt. Es fühlt sich so an, als würde ich jetzt bei Apple einsteigen und das würde ich einfach nicht machen. (Und Gefühl ist ja immer schlecht wenns um Geld geht).  

...Florina. Deshalb mal ein Blick auf den derzeitigen Chart, in Bezug auf "Kaufen" ja/nein?
Hinweise darauf geben uns der Money Flow Index (der Wert kommt aus dem überkauften Bereich zurück) und der RSI (der Relative Stärke Index sagt: noch Überkauft, kleine Rücksetzer erwarten). Das Momentum der Kursbewegung (Steigen) schwächt sich ab. Alles Anzeichen für eine kurzzeitige - aber unbedeutende Kurskorrektur nach unten. Bis der Wert wieder abgekühlt ist.
Kurzfristige Trader sollten abwarten, eine  langfristige Investition geht auch derzeit ohne Probleme.
Der Donchian Channel ist seit Mitte März steigend - der Trend ist your friend!  

...nämlich die Freude über deine Antwort :-)
Danke Fiete! Das entlastet etwas und unterstützt dabei, noch zu warten. Es gibt ja keinen Grund, ungeduldig zu werden.
 

https://www.zacks.com/stock/news/1048889/...he_tape%7Coptions-1048889
Investors in NVIDIA Corporation (NVDA - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 18, 2020 $220.00 Put had some of the highest implied volatility of all equity options today.

 

It may come as a surprise that Nvidia (NASDAQ:NVDA) stock has more room to run after the historic rally it just had.
https://investorplace.com/2020/08/...-a-game-changer-for-nvda-stock/?

"The chipmaker is in advanced talks with SoftBank (OTCPK:SFTBY) to acquire ARM Holdings (OTC:ARMHF) , a software design company. The move will prove instrumental in morphing Nvidia into a software company, rather than a simple chipmaker. In my last piece on Nvidia, I noted that its acquisition of Mellanox has reduced Nvidia’s reliance on its gaming division. So Nvidia has adopted a concerted strategy to widen its focus.

Meanwhile, the company’s second-quarter results beat analysts’ average estimates once again, with every division firing on all cylinders.  Every one of the company’s main businesses grew at healthy rates, as its revenue smashed the average estimate, coming in at $3.87 billion...."  

https://www.nvidia.com/de-de/geforce/special-event/  

Hier was zu den neuen Karten: https://youtu.be/ucutmH2KvSQ  

With Samsung 8nm Process This Month
https://www.benzinga.com/news/20/09/17344344/...nm-process-this-month

"What Happened: The company said in a statement, these second-generation Ampere RTX cards are designed using ray-tracing technology.
The chips for the upcoming launch will be built by Samsung Electronics using its 8nm process as opposed to the first generation of Ampere cards, according to Bloomberg. The first generation used Taiwan Semicon Conductor Mfg Co’s ...Nvidia said its GeForce RTX 30 series uses faster third generation Tensor Cores and new streaming multiprocessors to boost visuals and AI acceleration for gaming. They feature an HDMI 2.1 that supports 4k high refresh rate and 8k gaming.

The top-end model RTX 3090 is priced at $1,499 whereas the base model is $499, and are expected to release later this month."
 

Nvidia's new gaming chips prompt a number of Wall Street analysts to increase their price targets on the stock.

Nvidia  (NVDA) - Get Report shares rose Wednesday as analysts raised their price targets after the semiconductor superstar on Tuesday introduced new gaming chips.

Nvidia shares recently traded at $569.90, up 3.1%. They returned 135% including dividends this year through Tuesday.
Credit Suisse analyst John Pitzer lifted his share-price target for the Santa Clara, Calif., graphics-chip specialist to $620 from $530, affirming an outperform rating.
The new chips will extend gaming growth past the third quarter, with the stay-at-home trend during the coronavirus pandemic providing ballast, he said, according to Bloomberg.
RBC Capital Markets analyst Mitch Steves boosted his share-price target for Nvidia to $610 from $528, keeping an outperform rating.
The new chips will cement Nvidia’s status as a “secular winner in the semiconductor space,” he said according to Bloomberg.
Steves was impressed with the broad range of the new chips along with attractive pricing on them - from $499 to $1,499.
In addition to its long-term strength, “we believe the stock will continue to trade higher near term as well,” he said.
Benchmark analyst Ruben Roy increased his share-price target for Nvidia to $600 from $540, affirming his buy rating.
The Ampere architecture for the chips amounts to a “triple-double,” he said, according to Bloomberg.
That’s because compared with the previous Turing generation, Ampere has three times the number of cores and two times the performance, Roy said.

This amounts to the biggest generational leap in GPU performance in history, he said. That along with the reasonable pricing should give Nvidia a boost, Roy said.

https://www.thestreet.com/investing/...d-on-introduction-of-new-chips