Stephen Northington, Centerton, Arkansas’ Post

𝐍𝐕𝐈𝐃𝐈𝐀 𝐯𝐬. 𝐀𝐌𝐃: 𝐓𝐡𝐞 𝐁𝐚𝐭𝐭𝐥𝐞 𝐨𝐟 𝐓𝐞𝐜𝐡 𝐍𝐕𝐈𝐃𝐈𝐀 𝐢𝐬 𝐭𝐡𝐞 𝐥𝐞𝐚𝐝𝐞𝐫 𝐚𝐥𝐥 𝐭𝐡𝐞 𝐰𝐚𝐲… In the semiconductor space, two giants lead the way—NVIDIA and AMD. From revenue growth to free cash flow and stock performance, it’s clear which company has been winning the race. While NVIDIA’s rapid rise, driven by AI and data center demand, has seen a massive 2900% growth in 5 years, AMD continues to deliver solid returns with a 385% increase. Let’s break down key metrics: 1️⃣ Revenue Growth: NVIDIA’s surge far outpaces AMD. 2️⃣ Free Cash Flow: Record-breaking numbers for NVIDIA. 3️⃣ Margins: The gross margin difference highlights NVIDIA’s profitability advantage. 4️⃣ Balance Sheet: A significant gap between both companies’ financial strength.

On May 22nd, Nvidia (NVDA) was the last of the Magnificent 7 to release its first-quarter figures. Once again, the semiconductor powerhouse has far exceeded all expectations and has also raised its outlook. It is, therefore, time for us to compare selected key figures of these seven companies, as we have done several times before. Despite a high baseline, profitability has increased once more. Return on Assets, Return on Equity, and Return on Invested Capital have all seen gains of over 10 percentage points. The profit margin has increased by another 1.5%. Despite the high growth achieved, valuation in terms of Forward P/E and PEG ratios has slightly increased. But still the current PEG ratio stands at 0.60, which is half as expensive as that of the nearest Magnificent 7 Member!

NVIDIA is making buzz with 22 billion dollars revenue in fourth quarter of 2023...Thier stock price saw the spike on 113$ in Nasdaq...American share market has feel good factor after NVIDIA's 2023 fourth quarter results...Its good news for whole AI based GPU and Datacenter business... NVIDIA is showing there is huge potential in market for AI based GPU's and Datacenter products...Intel and AMD can quickly catch up that market as well before NVIDIA make more inroads in that market... Good vibes are seen in semiconductor industry after NVIDIA fourth quarter results....Its an indication of AI boom in semiconductor industry... #nvidia #intel #amd #stockmarket #qualcomm

Chip manufacturing giant Nvidia (NVDA) achieved a historic milestone by surpassing a $2 trillion market capitalization for the first time, closing at this record level. The company's shares have experienced a remarkable surge, accumulating over a 70% increase year-to-date. The catalyst for this achievement was Dell's positive earnings report, revealing a significant rise in orders for its AI-optimized servers, which prominently feature Nvidia processors The market had been anticipating Nvidia's ascent to the $2 trillion mark, and the accomplishment is underscored by the broader milestone of the spy ETF reaching the $500 billion mark. While Nvidia has demonstrated the ability to reach higher highs previously, the discussion revolves around the challenges the company may face in sustaining and further expanding its growth, particularly as the earnings cycle begins to decelerate. #Nvidia #Valuation #Growth #Chip #Milestone

𝗪𝗵𝗲𝗻 𝗢𝗻𝗲 𝗚𝗶𝗮𝗻𝘁 𝗙𝗮𝗹𝘁𝗲𝗿𝘀, 𝘁𝗵𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝗰𝗵𝗼𝗲𝘀!📉 The semiconductor landscape is revealing a stark contrast as we head into 2024. Stripping away Nvidia from the equation, the remaining chip sector in the S&P 500 are bracing for a 5% dip in EPS growth for Q4, per Bloomberg Intelligence data. While forecasts hint at recovery, Nvidia remains a pivotal player in shaping the sector's trajectory. #semiconductors #sp500 #markettrends #nvidia #artificialintelligence

Chip manufacturing giant Nvidia (NVDA) achieved a historic milestone by surpassing a $2 trillion market capitalization for the first time, closing at this record level. The company's shares have experienced a remarkable surge, accumulating over a 70% increase year-to-date. The catalyst for this achievement was Dell's positive earnings report, revealing a significant rise in orders for its AI-optimized servers, which prominently feature Nvidia processors The market had been anticipating Nvidia's ascent to the $2 trillion mark, and the accomplishment is underscored by the broader milestone of the spy ETF reaching the $500 billion mark. While Nvidia has demonstrated the ability to reach higher highs previously, the discussion revolves around the challenges the company may face in sustaining and further expanding its growth, particularly as the earnings cycle begins to decelerate. #Nvidia #Valuation #Growth #Chip #Milestone #graphiccards #gaming

Chip manufacturing giant Nvidia (NVIDIA) achieved a historic milestone by surpassing a $2 trillion market capitalization for the first time, closing at this record level. The company's shares have experienced a remarkable surge, accumulating over a 70% increase year-to-date. The catalyst for this achievement was Dell's positive earnings report, revealing a significant rise in orders for its AI-optimized servers, which prominently feature Nvidia processors The market had been anticipating Nvidia's ascent to the $2 trillion mark, and the accomplishment is underscored by the broader milestone of the spy ETF reaching the $500 billion mark. While Nvidia has demonstrated the ability to reach higher highs previously, the discussion revolves around the challenges the company may face in sustaining and further expanding its growth, particularly as the earnings cycle begins to decelerate. #Nvidia #Valuation #Growth #Chip #Milestone

NVIDIA stock continues to be a phenomenon crossing $1,000 following Wednesday’s Q1FY25 earnings call Market capitalization now ~$2.62 tn, from just $144 bn in 2019. That’s 18x in 5 years #WTF   Bubble or not, only time will tell but here are some facts:   Q1FY25 highlights: Revenue $26.1 bn with Operating Profit of $16.9 bn (65%) and Net Profit of $14.9 bn (57%)    This follows up on a 5-year Revenue CAGR of 53.69% & Net Profit CAGR of 80.35%  #WTF*𝟏𝟎𝟎 NVIDIA has contributed to 39% of the S&P 500’s market capitalization gain in 2024    But here is something to think about…..   NVIDIA is making all this money selling chips to corporations that intend to deploy these chips to power their AI & Autonomy products & services Imagine the value those products and services will generate for the global economy.   History is in the making   #PayAttention   PS – Jensen Huang, Co-Founder of NVIDIA was employed by competitor, AMD in 1984 in the capacity of Microprocessor designer. He went on to found NVIDIA in 1993 at age 30. Today, AMD market cap is ~$268 bn while Jensen himself will be worth ~$100 bn.  

Today is a big day. It's Nvidia Earnings Day! Today marks a monumental earnings report for Nvidia. Here's what to expect: Nvidia is set to report an astounding $24.5 billion for Q1 2024. This isn't just any number—it's a 241% increase year-over-year, emphasizing Nvidia's position as the world's third-largest company. Cast your mind back five years—Nvidia reported a Q1 revenue of just $2.2 billion. Fast forward to today, and that's a skyrocketing growth of approximately 1000%! For Q1 2024, earnings per share are anticipated at $5.13, up a staggering 482% from last year. Nvidia's contribution to the S&P 500's EPS growth this quarter is estimated at nearly 40%. A significant figure that highlights its influence and importance in the market. Remember February's Q4 earnings? Nvidia added a record $277 billion to its market cap in just one day, underscoring the critical role of GPUs in AI development. #Nvidia #Tech #Earnings

AMD announced its Q4 earning report after market closed on Tuesday. Its rapid growth in AI chips signals thrive under Nvidia's dominance, but its Q1 forecast fell short of expectation among concerns in potential sales decline overall. What’s your prediction of AMD’s future earning? Will its future revenue boom upon surging demands of AI chips or fall short due to declining PC chips sales? Join our topic discussion and share your thoughts! #AMDearnings #AIchip #Nvidia #Q1Forecasts #TechTrends #AMDvsNvidia #RevenuePredictions #PCChip #MarketExpectations #StonkTech