Dell Technologies Partner’s Post

Check out the full video on YouTube to learn more about how we're leveraging powerful #AI and #ML technologies to drive exceptional outcomes.  The link is in the comments below! New Era Informatique #NewEra #Dell #NVIDIA #MediaAndEntertainment #Innovation #TechSolutions

NVidia has become the most valuable public company so far. One of their secrets? Laser focus. NVidia not trying to be the best at everything. NVidia niche down. They're not trying to diversify and experimenting with too many business lines. They keep focusing on themselves to be better at what they're doing and not building new business lines. That strategic decision makes a huge impact on how they operate and innovate. Less is more is always true in anything, even business.

If you've been successful for a little while, often times your customer doesn't understand the market better than you do. Credit to @economicarchive Nvidia Founder & CEO Jensen Huang shares in 2009 that he ignored his customers for the first few years of business. He understood Moore’s Law, which is an observation that the number of transistors in a computer chip doubles every two years or so. He went on to create better and better chips, rather than slowing down and selling to current customer demands. That was a good decision looking back. They still lead the semiconductor space. Nvidia is now the third largest US company, behind Microsoft & Apple. #stocks #investing #trading #stockmarket #makingmoney #invest #nvidia #jensenhuang

Unless you have been stranded on a remote, uncharted desert island like Tom Hanks in the movie Castaway, you have read about the incredible success story of Nvidia. The graphic lists the world’s trillion-dollar companies (in terms of market cap). Figures were sourced from Companiesmarketcap.com, as of June 18, 2024. Median S&P 500 market cap was sourced from S&P Global, as of May 31, 2024. As of June 18, 2024, Nvidia is the world’s most valuable company Taiwan’s TSMC is closing in on the $1 trillion milestone, after climbing 77% YTD

Markets are forward looking. As a long-term investor it makes sense to question what the market is anticipating to see how it compares to your expectations.

Watching Jensen Huang’s rationale for not holding 1:1’s with his 60 direct report leaders ….may hold water if it’s only about his communicating out, disseminating org updates, even teaching or learning from each others’ mistakes and questions. It holds NO water for the main purpose of private 1:1 time with your boss: the chance to gain feedback on performance, to be coached, and get feedback for your career mgt and goals. I ask - How could people gain anything in THIS realm - in a collective meeting with 59 peers? As successful as Huang is - watching this clip - I can’t help but feel it’s egomaniacal and tone-deaf re: people’s needs today. What do you think!? Comment below! #performance #feedback #coaching #mentoring #ceo #supervisor #management #careerdevelopment

Hey everyone, Check out this interesting article from the Financial Times about Nvidia shares closing down 7% as the tech sell-off reignites. The tech industry is always full of ups and downs, and it's crucial to stay updated with the latest market trends. #Nvidia #TechSellOff #FinancialTimes Read the full article here. [Insert link] Let's stay informed and keep navigating through the twists and turns of the market. #StayInformed #MarketTrends #TechIndustry https://ift.tt/UPrAp4N

Completely "normal", add AMD to AI picture it seems that every company in the chip industry will benefit from AI boom.  If AMD comes with a cheaper product, that means the pricing power of NVDA will be reduced. Pricing power is the biggest driver of NVDA growth and profitability. Estimated price increases in 2023 are around 40%. 

Nvidia saw revenue skyrocket 206% in the third quarter and is forecasting even more growth in the fourth quarter, with a projection of 232% growth. Explore more reasons why we think you shouldn't miss the opportunity to invest in this stock: https://ow.ly/jyTY50QsbNP #HotStocks #StockMarket #MarketInsight #StockForecasting #Nvidia #Technology

I am surprised that some highly intelligent investors talk about Nvidia being cheap because its multiple is only 40+... Two issues with that: 1) it is not that the P/E multiple looks optically high per se (and, it does!), it is that we are looking at the unquestionably PEAK earnings. 2) to that matter, we are already seeing some truly bold analysts calling that in 2026 (or, even earlier) Sales and Earnings for NVDA would decline on saturation and competitive alternative offerings. Would be fun to watch how Nvidia would cycle through tough comparisons next 2-3 quarters.....