Nvidia

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…

NVDA shares dropped 8% today on the announcement they temporary stopped autonomous testing and market sell off. While the company did not comment on timing, we expect testing to resume in the next 3 months. CEO Jensen Huang held a…

What’s new. Shares of NVDA are up 7% after hours as the company reported an intoxicating combination of faster, more profitable growth. What’s new?  Tonight’s results are further evidence of the magnitude of the opportunity ahead of Nvidia. Its products are…

Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…

Nvidia Corporation beat earnings today, posting revenues of $2.64B ($2.36B est.), up 32% y/y. Nvidia also posted $1.33 EPS ($0.94 est.) an increase of 60% y/y. In addition, Nvidia is raising its quarterly cash dividend 7 percent to $0.15 per…