Nvidia

We recently ran through the top-performing stocks in the S&P 500 for the last 15 years. At the very top were some household names like Netflix >12,000% returns, Apple >10,000% returns, revolutionizing the way people experience the world, and Amazon…

Nvidia reported April results that were essentially in-line with the Street. Shares of NVDA traded up ~2% in the aftermarket given the company reported an in-line quarter and effectively guided in-line with the Street for the first time in a…

Shares of NVDA are trading up 5% after hours, as final results for Jan-19 were in-line with the disappointing pre-announcement. While we are believers in the Nvidia story and expect the company to be one of the more notable winners…

Shares of Nvidia are down 15% after the company lowered its guidance for the fourth quarter. Full Jan-19 results will be reported on February 14th. Nvidia pre-announced Jan-19 results 19% below the Street. ($2.7B to $2.2B). This miss is particularly…

At Nvidia’s CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models from all major OEMs. The three key takeaways are: The company has shifted its CES focus back to gaming, with the new…

Shares of NVDA are down 16% after-hours. While the near-term is ugly, the long-term story is intact. Nvidia missed Oct-19 revenue by 2%. The biggest miss occurred in its gaming segment. Crypto miners have been using gaming products for mining…

Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…

During Gamescom 2018, Nvidia introduced its new GeForce RTX product line — three graphics cards ($499-$999) based on its new Turing architecture. Nvidia CEO Jensen Huang called the line’s primary innovation, real-time ray tracing, the “holy grail of computer graphics.”…

Shares of NVDA are down 5% after-hours. The company missed expectations in its OEM and IP segment as the decline in crypto pricing triggered softening demand for crypto-mining hardware. While crypto drives just ~3% of revenue, the miss in the…

At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…

Nvidia reported April earnings after the close today. Shares of NVDA are down 3% in after-hours trading given the company missed Datacenter revenue by a fraction of a percent. High growth stories have high bars to clear, and the company…

Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…