Nvidia: When Do You Get Back In

InvestorPlace2021-07-21

Nvidia fell because it was overpriced, but bargain hunters are already coming in. A week ago, I saw NVIDIA Corp priced at over $800/share andsuggested traders take profits. Source: michelmond / ...

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精彩评论

peterongwk
2021-07-21
peterongwk
Up up
Sumei
2021-07-21
Sumei
Global Foundries has denied the possibility of being acquired by intel. They prefer to IPO…
KK92
2021-07-21
KK92
All in
- Ice1234:
  [强]
stingray102
2021-07-21
stingray102
Ok
Jeebaboom
2021-07-21
Jeebaboom
Great...
- Bookkung:
  oh
- stingray102:
  ok
- RossT:
  Rebound
HeoMoi
2021-07-21
HeoMoi
Great

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(Don’t know my own strength.) It’s due to fall further on July 19. This means there’s a new question. When do you get back in?\nNvidia shares fell for two reasons. First, China burned the Bitcoin market, meaning a lot of high-end graphics cards arehitting the secondary market. Second, rivalIntel(NASDAQ:INTC) launched a $30 billion bidfor Global Foundries, the Arab-backed chip-making foundry.\nNeither move changes Nvidia’s fundamentals. Those older boards will be quickly absorbed by gamers, who have been waiting for this opportunity. The global chip shortage is far from over. Intel isn’t even Nvidia’s foundry. That would beTaiwan Semiconductor(NYSE:TSM),which I also wrote about recently.\nTaiwan Dominance\nDespite its saber rattling, China is not about to invade Taiwan.\nThat’s because calling Taiwan the Saudi Arabia of semiconductors is to dramatically understate the case. More than half the world’s high-end microprocessors are made in Taiwan. TSMC, as it’s known, isn’t sharing the technology that let it extend Moore’s Law to its logical conclusion, circuits closer together than strands of DNA. China has tried to steal it, hiring TSMC engineers, but it has been unsuccessful. Intel hasn’t cracked it either. TSMC’s new factory in Arizona will use it, but that factory will just supply a tiny portion of demand, for big customers likeApple(NASDAQ:AAPL).\nOn top of that, Nvidia andAMD(NYSE:AMD), which dominate the design market, both have CEOs born in the same small Taiwanese city of Tainan. The family of Nvidia CEO Jensen Huang moved to Oregonwhen he was a child.(AMD CEO Lisa Su’s family moved to New Yorkwhen she was 3.) Immigrants, they get the job done.\nNvidia made its mark processing graphics for video game consoles and has moved into processing for data centers. (Bitcoin was always a sideline.) The long-term plan is to complete the purchase of England’s ARM Holdings, now controlled bySoftbank(OTCMKTS:SFTBY) and dominate in microprocessors. As Cloud Czars like Apple move to order their own chips, they’re licensing basic designs from ARM. The microprocessor market, worth $100 billion in 2020, is projected to be worthnearly $160 billion by 2025. There seems nothing that can keep Nvidia from dominating it.\nGlobal Threats for NVDA Stock\nOf course, as I noted last week, Nvidia is a very pricey stock. Even with its recent fall it had a market cap of about $740 billion, on estimated 2021 sales of under $20 billion. It could go down further and still be expensive.\nAnalysts at Tipranks arestill flogging Nvidia, and those surveyed by Yahoo have only lately begun urging caution. The stock is due to split 4:1 on July 19, so if you look at the stock charts tomorrow don’t panic.\nThe Bottom Line on NVDA Stock\nSince I’m the one who called the turn down, I should probably be the one to call the turn back up.\nMy guess is that the new post-split Nvidia bounces off $175 ($700 pre-split) but you don’t have to rush back in. (It was up slightly on July 19.)\nI also own Intel shares, and I like their new CEO, Pat Geisinger. His moves are no threat to Nvidia. Support from the Biden Administration, desperate to on-shore the industry, means he should be able to squeeze profits from the foundry.\nChina also remains desperate to get TSMC’s tech but knowing what and knowing how are different. If global trustbusters stop Nvidia’s purchase of ARM that could also take the stock down, and China must approve the deal.\nYou don’t have to rush into Nvidia, in other words, but it’s one of those stocks you really should own. Find a price you’re comfortable with, then start accumulating it.","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":176355536,"gmtCreate":1626865856925,"gmtModify":1633770311999,"author":{"id":"3582888287934264","authorId":"3582888287934264","authorIdStr":"3582888287934264","name":"peterongwk","avatar":"https://static.tigerbbs.com/d59b7e35254008f12e8d269f053963b9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582888287934264"},"htmlText":"Up up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176355536","repostId":1192375368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":176304816,"gmtCreate":1626859063335,"gmtModify":1631887098554,"author":{"id":"3566259831309087","authorId":"3566259831309087","authorIdStr":"3566259831309087","name":"Sumei","avatar":"https://static.tigerbbs.com/ae0a2af1baf6b07a87ffdf41ea17959a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3566259831309087"},"htmlText":"Global Foundries has denied the possibility of being acquired by intel. They prefer to IPO…&nbsp;","listText":"Global Foundries has denied the possibility of being acquired by intel. They prefer to IPO…&nbsp;","text":"Global Foundries has denied the possibility of being acquired by intel. They prefer to IPO…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176304816","repostId":1192375368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":176946806,"gmtCreate":1626857274405,"gmtModify":1633770365285,"author":{"id":"3582009253415676","authorId":"3582009253415676","authorIdStr":"3582009253415676","name":"KK92","avatar":"https://static.tigerbbs.com/38c9a7fbc939099d57291a0dc20d175b","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3582009253415676"},"htmlText":"All in","listText":"All in","text":"All in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176946806","repostId":1192375368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5281740,"gmtCreate":1626858569942,"gmtModify":1635224618794,"authorId":3576662504844996,"author":{"id":3576662504844996,"authorId":3576662504844996,"name":"Ice1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":176946806,"type":1,"supId":0,"prevId":0,"content":"[强]","text":"[强]","html":"[强]"}],"langContent":"EN"},{"id":176924304,"gmtCreate":1626856072408,"gmtModify":1633770373730,"author":{"id":"3559604919356928","authorId":"3559604919356928","authorIdStr":"3559604919356928","name":"stingray102","avatar":"https://static.tigerbbs.com/547c93575fd0fd499d515ad2092a2e9d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3559604919356928"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176924304","repostId":1192375368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":176964728,"gmtCreate":1626855504464,"gmtModify":1633770379072,"author":{"id":"4089611871657170","authorId":"4089611871657170","authorIdStr":"4089611871657170","name":"Jeebaboom","avatar":"https://static.tigerbbs.com/6974ecd326f456ef08ada5858c7ba647","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4089611871657170"},"htmlText":"Great...","listText":"Great...","text":"Great...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/176964728","repostId":1192375368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5281378,"gmtCreate":1626855691626,"gmtModify":1635224642713,"authorId":3586443992501786,"author":{"id":3586443992501786,"authorId":3586443992501786,"name":"Bookkung","avatar":"https://static.tigerbbs.com/984a0e126de02dc3aea7ba8e0465dbd0","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":176964728,"type":1,"supId":0,"prevId":0,"content":"<u>oh</u>","text":"<u>oh</u>","html":"<u>oh</u>"},{"id":5281439,"gmtCreate":1626856067401,"gmtModify":1635224638891,"authorId":3559604919356928,"author":{"id":3559604919356928,"authorId":3559604919356928,"name":"stingray102","avatar":"https://static.tigerbbs.com/547c93575fd0fd499d515ad2092a2e9d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":176964728,"type":1,"supId":5281378,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":5282311,"gmtCreate":1626864917888,"gmtModify":1635224583571,"authorId":3571876457050464,"author":{"id":3571876457050464,"authorId":3571876457050464,"name":"RossT","avatar":"https://static.tigerbbs.com/c05489dba5744564e34adf12817967c5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":176964728,"type":1,"supId":0,"prevId":0,"content":"Rebound","text":"Rebound","html":"Rebound"}],"langContent":"EN"},{"id":176960479,"gmtCreate":1626855132991,"gmtModify":1633770385650,"author":{"id":"3586717747076728","authorId":"3586717747076728","authorIdStr":"3586717747076728","name":"HeoMoi","avatar":"https://static.tigerbbs.com/cd9a6f58d920c83ea98052a3d88760b6","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3586717747076728"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176960479","repostId":1192375368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":156,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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