Melonade
2021-05-11
No time like the present
Each Dip in Nvidia Stock Is a Gift for Long-Term Investors
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":199726399,"tweetId":"199726399","gmtCreate":1620735722311,"gmtModify":1631890521745,"author":{"id":3576131464951517,"idStr":"3576131464951517","authorId":3576131464951517,"authorIdStr":"3576131464951517","name":"Melonade","avatar":"https://static.tigerbbs.com/3ff2ed3f60e2318ac53668d2688ba7eb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>No time like the present</p></body></html>","htmlText":"<html><head></head><body><p>No time like the present</p></body></html>","text":"No time like the present","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/199726399","repostId":1187419974,"repostType":4,"repost":{"id":"1187419974","kind":"news","pubTimestamp":1620724315,"share":"https://www.laohu8.com/m/news/1187419974?lang=&edition=full","pubTime":"2021-05-11 17:11","market":"us","language":"en","title":"Each Dip in Nvidia Stock Is a Gift for Long-Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1187419974","media":"InvestorPlace","summary":"Nvidia recently hit new highs, but don't sleep on NVDA stock -- this is the real deal for long-term ","content":"<blockquote>\n <b>Nvidia recently hit new highs, but don't sleep on NVDA stock -- this is the real deal for long-term investors.</b>\n</blockquote>\n<p>A few weeks ago,<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>) was<i>finally</i>breaking out to new highs. While NVDA stock hitting new highs was a nice achievement, the enjoyment was short-lived. Unfortunately, high-growth tech stocks have been under intense pressure lately.</p>\n<p>In fact, one could very well argue that this specific group of stocks are in apainful bear market. That’s even as many stocks — including the overall market — are very much<i>not</i>in a bear market.</p>\n<p>For instance, most large-cap tech stocks have avoided such a fate. Instead, they continue to trade in a multi-quarter consolidation pattern. Nvidia is trying to avoid falling back into its consolidation range, which is good, but its fall from the highs is discouraging.</p>\n<p>Here’s a perfect lesson for bulls: Don’t be discouraged by short-term pullbacks, be<i>encouraged.</i></p>\n<p><b>Be Encouraged to Buy the Dip</b></p>\n<p>We are buyers of NVDA stock for one simple reason: it’sbuilding the backbone of technology.</p>\n<p>It’s in so many meaningful secular trends, it’s getting hard to keep track. Nvidia is a driving force behind artificial intelligence and machine learning, gaming, cloud-computing (including edge-cloud computing), data centers, autonomous driving, graphics and more.</p>\n<p>The semiconductor industry can’t evenkeep up with demand right now. That’s why we know a company like Nvidia will continue to see its products remain in high demand.</p>\n<p>When the stock broke out to new highs, it did so after the company’s GTC Conference. What is normally an amazing opportunity to meet wonderful (and incredibly smart) people, this year’s event was live-streamed due to the pandemic. Regardless, it didn’t disappoint.</p>\n<p>The company’s presentation caused enough excitement to send shares to new highs. Of course, management’s Q1 update also helped give it a boost. Specifically, Nvidia said its Q1 revenue is tracking above its prior outlook of $5.3 billion due to broad-based strength in its end markets.That’s no surprise when looking at what those end markets are (listed above).</p>\n<p>Keep this in mind, too: When the company reported earnings in February, management’s outlook for $5.3 billion in revenue (plus or minus 2%) came in<i>well ahead</i>of analysts’ expectations for $4.53 billion.</p>\n<p>In other words, the company is effectively beating estimates twice. While revenue might not be meaningfully above that prior guide, I expect it to be a pretty solid beat for management to make such comments.</p>\n<p>The simple truth is, Nvidia will enjoy years of solid growth going forward, because its products are helping fuel tomorrow’s technology. That’s clear in the guidance and it’s clear on the quarterly conference calls. That’s why we’re excited about this dip.</p>\n<p><b>Looking at the Bigger Picture for NVDA Stock</b><img src=\"https://static.tigerbbs.com/74f0d80b54556e30d373ee10e99cc2fd\" tg-width=\"300\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p>\n<p>Click to EnlargeSource: Chart courtesy ofTrendSpider</p>\n<p>Ahead of Nvidia’s GTC-inspired breakout, bulls endured months of consolidation. The current dip may be temporary or perhaps NVDA stock is heading back into that consolidation zone.</p>\n<p>If that’s the case, it’s simply an opportunity to accumulate the stock at a lower price. There are certainly worse things we could endure. As Nvidia stock continues to consolidate, consider how much further ahead the company is than expectations previously stood.</p>\n<p>I’m not talking about Q1 expectations, which went from $4.5 billion to $5.3 billion and are still too low. I’m talking about full-year estimates.</p>\n<p>Back in October, full-year estimates for 2021 stood at less than $16 billion. At the time, I said current estimates for this yearare likely too conservative. They were.Those expectations sit at $22.4 billion and still appear conservative. A year ago, revenue estimates for this year stood close to $13.5 billion.</p>\n<p>Yet, despite revenue estimates climbing more than 40% in the last six months, the stock price is flat.</p>\n<p>Friends,<i>this is an opportunity</i>.</p>\n<p>When the stock price stays flat, yet expectations continue to rise, NVDA stock is simply resting. When it’s done resting, there’s no telling where it can rally to.Zoom out and stop focusing on the day-to-day, tick-by-tick price action. Nvidia is a winner and it has monster growth left in the tank. Patient investors will reap big rewards.</p>\n<p><i>On the date of publication, Matt McCall did not have (either directly or indirectly) any positions in the securities mentioned in this article.</i></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Each Dip in Nvidia Stock Is a Gift for Long-Term Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEach Dip in Nvidia Stock Is a Gift for Long-Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 17:11 GMT+8 <a href=https://investorplace.com/moneywire/2021/05/each-dip-in-nvidia-nvda-stock-is-a-gift-for-long-term-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia recently hit new highs, but don't sleep on NVDA stock -- this is the real deal for long-term investors.\n\nA few weeks ago,Nvidia(NASDAQ:NVDA) wasfinallybreaking out to new highs. While NVDA ...</p>\n\n<a href=\"https://investorplace.com/moneywire/2021/05/each-dip-in-nvidia-nvda-stock-is-a-gift-for-long-term-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/moneywire/2021/05/each-dip-in-nvidia-nvda-stock-is-a-gift-for-long-term-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187419974","content_text":"Nvidia recently hit new highs, but don't sleep on NVDA stock -- this is the real deal for long-term investors.\n\nA few weeks ago,Nvidia(NASDAQ:NVDA) wasfinallybreaking out to new highs. While NVDA stock hitting new highs was a nice achievement, the enjoyment was short-lived. Unfortunately, high-growth tech stocks have been under intense pressure lately.\nIn fact, one could very well argue that this specific group of stocks are in apainful bear market. That’s even as many stocks — including the overall market — are very muchnotin a bear market.\nFor instance, most large-cap tech stocks have avoided such a fate. Instead, they continue to trade in a multi-quarter consolidation pattern. Nvidia is trying to avoid falling back into its consolidation range, which is good, but its fall from the highs is discouraging.\nHere’s a perfect lesson for bulls: Don’t be discouraged by short-term pullbacks, beencouraged.\nBe Encouraged to Buy the Dip\nWe are buyers of NVDA stock for one simple reason: it’sbuilding the backbone of technology.\nIt’s in so many meaningful secular trends, it’s getting hard to keep track. Nvidia is a driving force behind artificial intelligence and machine learning, gaming, cloud-computing (including edge-cloud computing), data centers, autonomous driving, graphics and more.\nThe semiconductor industry can’t evenkeep up with demand right now. That’s why we know a company like Nvidia will continue to see its products remain in high demand.\nWhen the stock broke out to new highs, it did so after the company’s GTC Conference. What is normally an amazing opportunity to meet wonderful (and incredibly smart) people, this year’s event was live-streamed due to the pandemic. Regardless, it didn’t disappoint.\nThe company’s presentation caused enough excitement to send shares to new highs. Of course, management’s Q1 update also helped give it a boost. Specifically, Nvidia said its Q1 revenue is tracking above its prior outlook of $5.3 billion due to broad-based strength in its end markets.That’s no surprise when looking at what those end markets are (listed above).\nKeep this in mind, too: When the company reported earnings in February, management’s outlook for $5.3 billion in revenue (plus or minus 2%) came inwell aheadof analysts’ expectations for $4.53 billion.\nIn other words, the company is effectively beating estimates twice. While revenue might not be meaningfully above that prior guide, I expect it to be a pretty solid beat for management to make such comments.\nThe simple truth is, Nvidia will enjoy years of solid growth going forward, because its products are helping fuel tomorrow’s technology. That’s clear in the guidance and it’s clear on the quarterly conference calls. That’s why we’re excited about this dip.\nLooking at the Bigger Picture for NVDA Stock\nClick to EnlargeSource: Chart courtesy ofTrendSpider\nAhead of Nvidia’s GTC-inspired breakout, bulls endured months of consolidation. The current dip may be temporary or perhaps NVDA stock is heading back into that consolidation zone.\nIf that’s the case, it’s simply an opportunity to accumulate the stock at a lower price. There are certainly worse things we could endure. As Nvidia stock continues to consolidate, consider how much further ahead the company is than expectations previously stood.\nI’m not talking about Q1 expectations, which went from $4.5 billion to $5.3 billion and are still too low. I’m talking about full-year estimates.\nBack in October, full-year estimates for 2021 stood at less than $16 billion. At the time, I said current estimates for this yearare likely too conservative. They were.Those expectations sit at $22.4 billion and still appear conservative. A year ago, revenue estimates for this year stood close to $13.5 billion.\nYet, despite revenue estimates climbing more than 40% in the last six months, the stock price is flat.\nFriends,this is an opportunity.\nWhen the stock price stays flat, yet expectations continue to rise, NVDA stock is simply resting. When it’s done resting, there’s no telling where it can rally to.Zoom out and stop focusing on the day-to-day, tick-by-tick price action. Nvidia is a winner and it has monster growth left in the tank. Patient investors will reap big rewards.\nOn the date of publication, Matt McCall did not have (either directly or indirectly) any positions in the securities mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":720,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/199726399"}
精彩评论