Time to purchase some puts
Nvidia is now a $1T company
71–80 of 124 posts
Re: Nvidia is now a $1T company
#72What happens when TSMC wants more money or Intel enters the bidding war for already limited fab space?
Re: Nvidia is now a $1T company
#73Good stuff. Rode it all the way up from 2017 and now I will sell.
Congrats! I rode their last surge and sold near the top as well.
Re: Nvidia is now a $1T company
#74Earlier quoted context omitted.
Apple factories in India don’t lower their dependency on TSMC
Yeah but it does lower the dependency on Taiwan, with is the T in TSMC.
How? iPhones were assembled in the PRC, not Taiwan (though interestingly, Foxconn the owner of both the PRC and India plants, is Taiwanese).
Re: Nvidia is now a $1T company
#75the fact that NVDA has a larger market cap than basically all other chip manufacturers combined is hilarious. big TSLA energy here
IMO, NVDA is in a similar position to VMware among practitioners--folks hate their pricing and will gladly jump ship to whatever is cheaper with feature parity. They've burned their brand by charging so much and doing licensing fuckery to squeeze as much as possible. Folks are only staying because CUDA has no equivalent (for now).
> Folks are only staying because CUDA has no equivalent (for now).
Tempting, you know...
Re: Nvidia is now a $1T company
#76Earlier quoted context omitted.
Price to sales is a more telling comparison here. P/E can appear arbitrarily high/low depending on what the company is optimizing for. A realistic "terminal margin" is pretty similar between like-kind businesses, so you can somewhat assume what it will be in the long run and apply that to projected revenues. Price to Sales: (TTM revenues) NVDA: 37x AMD: 8x TSLA: 8x TSM: 7x AAPL: 7x GOOG: 6x QCOM: 3x
Price to FCF (Free cash flow) is even better.
Price to free cash flow after deducting stock based compensation is even better
Re: Nvidia is now a $1T company
#77Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…
I see salesforce valued at $216/share and $5.25 twelve months trailing per share. that's 41x, not 1000x.
Re: Nvidia is now a $1T company
#78Re: Nvidia is now a $1T company
#79Maybe someone can explain. Why hasn’t AMD come out invested $10 billion, poached the necessary engineers from Nvidia, Facebook etc and expanded into the AI space? How much of an advantage does nvidia have when it comes to cuda ?
cuda is the main advantage nvidia has over amd in this space. amd gpus are close enough to nvidia gpus these days that one should be able to buy either. except for the software support and community. so it makes it 10x harder to get something ML started on an amd GPU. so everyone ahs to buy nvidia
I am not an expert in this space but dabble a bit. This comment is spot on. AMD's software is pretty bad and NVDA has captured all the developer attention with CUDA and is the basis for lot of the frameworks people use. It is not a trivial advantage to break. I do wish good luck to AMD.
Re: Nvidia is now a $1T company
#80Earlier quoted context omitted.
Well NVIDIA depends entirely on TSMC
> Well NVIDIA depends entirely on TSMC Yes and no. If NVIDIA loses access to TSMC due to geopolitical events, presumedly their competitors do too. There might be a couple years where they face increased competition from their own used market if they're unable to produce chis competitive with the previous generations', but at some point Samsung et. al. will catch up on capability and capacity, and NVIDIA will be as we…
Arguably in this sense their only competitors would be screwed even harder. The last non-TSMC GPU that AMD has released is based on GloFo 12nm/14nm, NVIDIA would actually be ahead with Samsung 8nm. Intel's only dGPUs are TSMC as well, they flatly don't have a product without TSMC.