Rogelio Olguin’s Post

NVIDIA has etched its name in the annals of corporate history by becoming the second-most valuable company in the United States, overtaking the tech giant Apple, with its market cap now second only to Microsoft. Nvidia's journey to the top has been nothing short of remarkable. The company's shares have skyrocketed, climbing a staggering 140% in the first quarter of 2023 alone, and an astounding 200% over the past year. This extraordinary performance has been fueled by the company's unparalleled expertise in the field of AI, a domain that has become the epicenter of technological innovation. As NVIDIA continues to push the boundaries of technological innovation, its future prospects remain exceptionally bright. The company's strategic investments in cutting-edge AI and data center solutions, coupled with its diversification efforts and shareholder-friendly initiatives, position it for sustained growth and dominance in the years to come. Link - https://lnkd.in/dsY3FVT2 By Karan Karayi #nvidia #gaming #rtx #intel #pcgaming #amd #pc #gamer #gamingpc #geforce #pcgamer #asus #pcmasterrace #gamingsetup #msi #pcbuild #ryzen #rgb #gtx #corsair #nvidiageforce #pcsetup #ti #gpu #gigabyte #ps #computer #gamers #custompc #pcmr

NVIDIA's earnings release was nothing short of spectacular, with revenues up 265% y-o-y and net income surging 769%. More importantly, the much hyped generative AI initiatives are just the tip of the iceberg for what this company can power for years to come. I still remember when I was installing NVIDIA's "powerful" GeForce gaming GPU into my PC decades ago... #nvidia #videogames #ai #acceleratedcomputing

سگا، Nvidia رو ظرف ۶ ماه از ورشکستگی نجات داد. فقط به دلیل داشتن صداقت! Nvidia CEO: It’s never easy to admit you made a mistake, or ask for help fixing it — but doing both of those things once saved tech giant Nvidia from collapse. Nvidia is currently valued at more than $2.2 trillion, powered partially by the tech industry’s artificial intelligence boom. But in 1996, it was three years old, facing layoffs and close to going out of business as a contract with a major partner — video game company Sega — fell apart. Huang’s strategy to keep Nvidia afloat involved a rare amount of humility for a CEO, he told graduating students in a May 2023 commencement speech at National Taiwan University: “At Nvidia, I [have] experienced failures. Great big ones — all humiliating and embarrassing.” As part of the Sega contract, Nvidia needed to make chips for rendering 3D graphics on gaming consoles, Huang explained. The contract was a big deal for the young business and it essentially “funded our company,” he added. The company took an experimental approach to that goal, building low-cost chips that diverged from the rest of the industry’s software standards. “After one year of development, we realized our architecture was the wrong strategy. It was technically poor,” Huang said. Worse, during that period, Microsoft rolled out its DirectX software interface, which became a standard for gaming platforms — and it wasn’t compatible with Nvidia’s chips. “If we completed Sega’s game console, we would have built inferior technology, [been] incompatible with Windows and be too far behind to catch up,” Huang said. “But we would be out of money if we didn’t finish the contract. Either way, we would be out of business.” Huang decided at the time that the best course of action would be to come clean with Sega, and tell that company to find another partner. At the same time, he noted, “I needed Sega to pay us in whole, or Nvidia would be out of business.” “I was embarrassed to ask,” said Huang. “The CEO of Sega, to his credit and my amazement, agreed. His understanding and generosity gave us six months to live.” Sega bought out its Nvidia contract, and used chips from Imagine Technologies’ PowerVR for its Dreamcast consoles. Huang used the money from the Sega contract to scrap Nvidia’s initial efforts and to build a new chip — the RIVA 128 — that was compatible with DirectX. The new chip supported higher graphic resolutions than its competitors, and Nvidia sold more than 1 million units in four months in 1997, marking the company’s first hit product and turning around its fortunes. It wasn’t easy to admit Nvidia’s mistake and humbly ask a client for understanding, Huang said: “These traits are the hardest for the brightest and most successful, like yourself.” He was also adamant that swallowing his pride was the right thing to do for his company. “Confronting our mistake — and, with humility, asking for help — saved Nvidia,” said Huang.

𝐓𝐞𝐜𝐡 𝐓𝐢𝐭𝐚𝐧𝐬 𝐓𝐮𝐬𝐬𝐥𝐞 𝐟𝐨𝐫 𝐓𝐨𝐩 𝐒𝐩𝐨𝐭! The battle for market supremacy: How 𝐍𝐯𝐢𝐝𝐢𝐚'𝐬 decline paved the way for 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭'𝐬 ascendancy 𝐓𝐡𝐞 𝐛𝐚𝐭𝐭𝐥𝐞 𝐟𝐨𝐫 𝐭𝐞𝐜𝐡 𝐬𝐮𝐩𝐫𝐞𝐦𝐚𝐜𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬! Read more #ETInsights #Microsoft #Nvidia #Apple #TechIndustry #MicrosoftVsNvidia Kirti Devadiga

🚀 𝐍𝐕𝐈𝐃𝐈𝐀'𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐂𝐚𝐩 𝐒𝐨𝐚𝐫𝐬 𝐭𝐨 𝐇𝐢𝐬𝐭𝐨𝐫𝐢𝐜 𝐇𝐞𝐢𝐠𝐡𝐭𝐬 📈 The graphics powerhouse Nvidia ($NVDA) has just shattered records, reaching a staggering $2.2 TRILLION market cap, soaring 83% in 2024 alone. From its low in October 2023, Nvidia has skyrocketed by 125%, adding $1.3 TRILLION to its market value. This monumental surge places Nvidia just 18% shy of overtaking Apple ($AAPL) as the second most valuable company globally. The scale of growth is nothing short of breathtaking, with Nvidia accruing an average of $15 billion to its market cap with each trading day since October 27th. We are witnessing one of the most extraordinary runs in stock market history. Nvidia’s performance speaks volumes about the company's innovation, market position, and the bullish sentiment of investors towards its future. As we marvel at Nvidia's ascent, let's discuss what implications this has for the tech industry and the broader market. Are we seeing a shift in the hierarchy of tech giants? Source: The Kobeissi Letter #NVIDIA #NVDA #MarketCap #StockMarket #Investing #TechIndustry

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company's pricey graphics processors for servers. According to Factset, Nvidia's market value soared by an astounding $273 billion in a single day, reaching an impressive $1.92 trillion. This surge was supported by a remarkable 265% increase in revenues in the last quarter ( $22 billion with 56% net margin ). Wall Street anticipates Nvidia's revenue to exceed $100 billion in fiscal 2025. 🚀 To put this into perspective, Nvidia's one-day gain eclipses the previous record set by Meta Platform earlier this year, which saw a $205 billion increase on February 2nd. What's truly remarkable is that among the 500 companies listed in the S&P 500 index, only a select 26 have market caps surpassing $273 billion, including Nvidia. #Nvidia #StockMarket #RecordBreaking #Innovation #TechIndustry

Nvidia emerges into world’s most valuable company In a remarkable ascent, Nvidia, the renowned graphics card manufacturer, has surpassed both Microsoft and Apple to become the most valuable company in the world. This milestone reflects the company’s strategic positioning and the immense demand for its advanced chips, which are integral to the burgeoning artificial intelligence (AI) revolution. Nvidia, listed on NASDAQ, has experienced an extraordinary surge in its share price, which has more than tripled within this year alone. A notable 3.5 percent increase earlier this year propelled its market capitalization to an unprecedented US$3.335 trillion as of June 18, 2024. This leapfrogged Microsoft, whose market capitalization currently stands at US$3.317 trillion, and Apple, which has a market cap of US$3.286 trillion. Founded three decades ago by Jensen Huang, Nvidia’s journey to this apex is both an overnight success and a 30-year effort. Huang established the company on his 30th https://lnkd.in/gWHW6vvb

NVIDIA Corporation (NASDAQ: NVDA), a global leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, has experienced a dynamic year marked by a meteoric rise in its stock price followed by a noticeable decline. Initially, Nvidia's stock surged over 100% year-to-date, driven by robust financial performance, strategic advancements, and burgeoning demand for AI and gaming technologies. The company's strong earnings reports consistently surpassed Wall Street expectations, fueling investor enthusiasm. Few recent market corrections, geopolitical tensions, and increased competition did exert downward pressure on Nvidia's stock. Broader market rebalancing and profit-taking by investors also contributed to some decline. But beating all clouds of uncertainty Nvidia surged 7% on Monday emerging firmly as the largest company in the world. Nvidia's long-term growth potential remains solid, supported by the ongoing demand for AI and machine learning technologies, the expanding gaming industry, and the growth of cloud computing and data centers. The company's commitment to product innovation and strategic acquisitions further enhances its market position. While short-term fluctuations are inevitable, Nvidia's strong fundamentals and strategic vision underpin a positive outlook, positioning it well to capitalize on emerging opportunities in the rapidly evolving tech landscape.

Nvidia CEO: Smart, successful people struggle with these 2 traits—but they kept my $2 trillion company from collapsing "When I find that I have made a mistake, I normally flaunt my mistake with my biggest critics. Family"! It’s never easy to admit you made a mistake, or ask for help — but doing both of those things once saved tech giant Nvidia from collapse, according to CEO Jensen Huang. Nvidia is currently valued at more than $2.2 trillion, powered partially by the industry’s artificial intelligence boom and high demand for its computer chips. But in 1996, it was three years old, facing layoffs and close to going out of business as a contract with a major partner, video game company Sega fell apart. Huang’s strategy involved a rare amount of humility for a CEO, he told graduating students in a May 2023 commencement speech at National Taiwan University: “At Nvidia, I [have] experienced failures. Great big ones — all humiliating and embarrassing.” As part of the Sega contract, Nvidia needed to make chips for rendering 3D graphics on gaming consoles. The contract was a big deal for the young business and it essentially “funded our company,” he added. Nvidia took an experimental approach to that goal, building low-cost chips that diverged from the rest of the industry’s standards. After one year, we realized our architecture was the wrong strategy. It was technically poor, Huang said. Worse, during that period, Microsoft rolled out its DirectX software interface, which became a standard for gaming platforms — and it wasn’t compatible with our chips. If we completed Sega’s game console, we would have built inferior technology, been incompatible with Windows and be too far behind to catch up, Huang said. But we would be out of money if we didn’t finish the contract. Either way, we'd be out of business. Huang decided at the time that the best course of action would be to come clean with Sega, and tell them to find another partner. and I needed Sega to pay us in whole, or Nvidia would be out of business. I was embarrassed to ask, but The CEO of Sega, to his credit and my amazement, agreed. His understanding and generosity gave us six months to live. Sega bought out its Nvidia contract, and used chips from Imagine Technologies’ PowerVR for its consoles. Huang used the money from the Sega contract to scrap our initial efforts and build a new chip, the RIVA 128, that was compatible with DirectX. The new chip supported higher graphic resolutions than its competitors, and Nvidia sold more than 1 million units in four months in 1997, marking the company’s first hit product and turning around its fortunes. It wasn’t easy to admit Nvidia’s mistake and humbly ask a client for understanding, Huang said: These traits are the hardest for the brightest and most successful. He was also adamant that swallowing his pride was the right thing to do for his company. “Confronting our mistake — and, with humility, asking for help — saved Nvidia,” said Huang.

"Investment Review day 28 of 50: NVIDIA $NVDA Nvidia $NVDA is at the forefront of artificial intelligence, delivering cutting-edge hardware and software that's powering innovation across all segments of industry and our personal lives. I was a relative latecomer to this company and only started tracking it in 2021. AI was clearly the future for the company, but at that time the majority of revenues were from consumer graphics cards (essentially, gaming and crypto). The true pivot to AI started to be seen in the numbers in 2022, and that was my prompt to open a position, which I added to far more quickly than is usual for me, driven by a strong personal conviction that the company's industry-leading combination of hardware (Grace Hopper) and software (CUDA) was going to drive the next wave of AI innovation. I'm still long $NVDA today, but started to get cold feet about the valuation last April. The stock was trading well outside of historical norms for price-FCF, and this felt unsustainable. Younger less experienced Luke would have ignored the valuation and stuck to the story, but if 2022 taught me anything, it's that numbers matter, so I cut my stake by 60%, and then trimmed it again last month. I've yielded a handsome 6x return on my Nvidia investment; younger Luke would have done better, but more prudent Luke is satisfied with his decision-making process. -- I'm putting my holdings under the microscope. Over the next 50 days I'll break down my whole investment portfolio. Wins, losses, and the 'why' behind it all. And on day 50 I'm going to share my full portfolio so you can see how my strategies played out in the real world over the last twenty years and what we can all learn together. Follow along for the journey! #StockAnalysis #50daychallenge"