We recently published a list of 10 news from AI that you cannot miss.In this article, we will examine where Nvidia Corp (Nasdaq: NVDA) stands against other news from AI that you cannot miss.
The sale of AI stocks which began to follow the launch of Deepseek always has an impact on the American markets. Aswath Damodaran, a Nyu Stern Stern STERN STERN STERN STERNCHISSS finance professor, said in a recent CNBC program that he thought that innovation in AI technology like Deepseek and new models “merchant” AI products and could lead to lower expenses.
“In my opinion, what it does is reduce the total size of the AI market segment which requires high power fleas and immense amounts of data. May Deep Seek be a false or if he will pass, to which he opens the eyes of people, is that all the products and services of AI do not need these incredibly powerful chips and huge amounts of data and huge data centers. You can get there with much cheaper devices. I think that for many companies, when they look at the AI products and services that they must develop, they do not need these high power stuff. They do not need to spend the tens of billions of dollars in advance. So, I think this is the real concern you must have.
For this article, we have chosen 10 trend actions according to the latest news. For each company, we have mentioned the number of hedge investors. Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage percentage points (See more details here).
Jen Cramer Nvidia (NVDA) Jensen Huang ‘should be able to “speak more about the deep situation
Number of investors of hedge funds: 223
Jerry Sneed by Procyon Partners said in a recent program on the Schwab network that Nvidia Corp (Nasdaq: NVDA) actions were a purchase on the last decline in the middle of the sale triggered in depth. He thinks that the demand for fleas will remain strong.
“In 1995, Toy was created by Pixar, and it took 200 superordinators to make this film. Quick advance until 2023, ElementaryAnother film was released, and it took 151,000 superordinators to create it. It is not because technology becomes more effective that we stop needing high power chips. We evolve and push the limits. One of the clusters who helped create this film in 2023 even caught fire because of the way it was set up. I tried to explain to my customers that this is complicated, and these chips are necessary. We postpone the limits at the next level. This is a good thing that Deepseek was released. Whether they have executed it or not at a lower cost, they have definitely executed it more effectively, which, I think, is a positive story for all these companies. »»
The market will continue to punish Nvidia so as not to have come to its gigantic expectations of growth (and sometimes unrealistic). About 50% of the company’s revenues come from major cloud suppliers, who rethink their plans in the middle of the in -depth launch and are looking for low cost chips. NVIDIA directives show QOQ revenue growth of 9.4%, down compared to QOQ growth of 12% previous. Its adjusted margin should be considerably dropped to 71%. The market does not like when Nvidia does not publish a solid quarterly pace. The stock will remain under pressure in the coming quarters when the company will publish uncompromising growth.
Nvidia faces challenges on several levels. Competition is one of them. The main competitors like Apple, Qualcomm and AMD compete for the capacity of 3 NM of TSMC, which could limit Nvidia’s access to these chips. For what? Because Nvidia also uses 3NM TSMC 3NM process nodes. Nvidia is also faced with direct competition from other giants who decide to make their own tokens. Amazon, with its AI Trainium2 chips, offers alternatives. Trainium2 chips could provide cost savings and higher calculation power, which could remove the workloads from the NVIDIA offers. Apple would work with Broadcom to develop an AI server processor. Intel also strives to resume the game with the GPU process of Jaguar Shores, which will take place on his 18a or 14a knot.
Mairs & Power Growth Fund declared the following concerning Nvidia Corporation (Nasdaq: NVDA) in her Q4 2024 Investor Letter::
“We prefer to invest in our backyard, because Minnesota and Upper Midwest are fortunate to have a rich and diversified business community. As such, seven of our 10 largest relative Paris are based in our region (MN, Wi, IA, SD, ND, IL). That said, we are not afraid to look beyond our geographic area if we find exceptional opportunities. In 2019, we found such an opportunity in a graphic processing technology company called NVIDIA Corporation (Nasdaq: NVDA). At the time, we thought that Nvidia would be a good way to take advantage of the growing interest in video games, because most of her chips were popular among “players” to improve graphics. But what really attracted our interest is his smaller, although faster data center company, was positioned to benefit from the emergence of high performance computer science, such as in -depth learning and automatic learning, and the related field of AI. The rest, as they say, is history. NVIDIA is one of the many technological participations that we have added in the last decade, which has raised the eyebrows since our company was well known to avoid the technological bubble in the late 1990s. Unlike DOT-COM companies which operated at the beginning of the century, many technological companies today are companies established with important cash flows. We have argued and continued to argue that many of these investments are perfectly aligned with our investment process in that they embody sustainable competitive advantages, growth prospects above average and excellent management teams. »»
Overall, NVDA rank On our list of AI news, you cannot miss. While we recognize the potential of the NVDA as an investment, our conviction lies in the conviction that in the context of the actions of the Radar, hold a greater promise for the provision of higher yields, and doing it within a shorter period. If you are looking for a more promising AI actions than NVDA but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
