Offshore
Photo
Antonio Linares
$NVDA is brewing a new way to increase its operating leverage.
The performance trajectory of GPUs is skyrocketing, but their steep costs quickly render large investments outdated.
Introducing $NVDA AI Enterprise, an innovative solution that operates as a real-time operating system, handling management, optimization, patching, fine-tuning, and enhancement of clients' installed bases.
This ensures that clients' investments stay current, all for an annual fee of $4,500 per GPU.
This marks a significant shift in the landscape of computational sales, positioning $NVDA as a pivotal entity in the realm of AI development.
This cutting-edge advancement is expected to significantly boost $NVDA's operational leverage, likely enhancing margins and substantially increasing long-term cash flow.
As we delve deeper into the AI era and computing technologies evolve rapidly, such a distribution model becomes crucial.
$NVDA AI Enterprise is set to capitalize on $NVDA's existing network effects, effectively transforming into a platform.
With each new client joining $NVDA AI Enterprise, the marginal costs of onboarding and servicing decrease, paving the way for increased profitability.
In this iterative cycle, $NVDA AI Enterprise has the potential to become a formidable cash-generating entity.
tweet
$NVDA is brewing a new way to increase its operating leverage.
The performance trajectory of GPUs is skyrocketing, but their steep costs quickly render large investments outdated.
Introducing $NVDA AI Enterprise, an innovative solution that operates as a real-time operating system, handling management, optimization, patching, fine-tuning, and enhancement of clients' installed bases.
This ensures that clients' investments stay current, all for an annual fee of $4,500 per GPU.
This marks a significant shift in the landscape of computational sales, positioning $NVDA as a pivotal entity in the realm of AI development.
This cutting-edge advancement is expected to significantly boost $NVDA's operational leverage, likely enhancing margins and substantially increasing long-term cash flow.
As we delve deeper into the AI era and computing technologies evolve rapidly, such a distribution model becomes crucial.
$NVDA AI Enterprise is set to capitalize on $NVDA's existing network effects, effectively transforming into a platform.
With each new client joining $NVDA AI Enterprise, the marginal costs of onboarding and servicing decrease, paving the way for increased profitability.
In this iterative cycle, $NVDA AI Enterprise has the potential to become a formidable cash-generating entity.
tweet
Offshore
Photo
Q-Cap
Not now hunny I’m long 3 shares of $NVDA and this is our Super Bowl https://t.co/0C2BcyWlc5
tweet
Not now hunny I’m long 3 shares of $NVDA and this is our Super Bowl https://t.co/0C2BcyWlc5
tweet
The Long Investor
RT @SmartTradingHub: Nvidia, $nvda, Earnings:
- Revenue: $26.0 Billion, Est: $24.69 Billion
- Eps: 6.12 , Est: 5.6
- Announces A 1 For 10 Stock Split
< https://t.co/UBAMFtlxR6>
#BreakingNew
#SmartTradingHub
tweet
RT @SmartTradingHub: Nvidia, $nvda, Earnings:
- Revenue: $26.0 Billion, Est: $24.69 Billion
- Eps: 6.12 , Est: 5.6
- Announces A 1 For 10 Stock Split
< https://t.co/UBAMFtlxR6>
#BreakingNew
#SmartTradingHub
tweet
twitter.com
undefined
undefined
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: NVDA earnings is out. https://t.co/HwMcY3mtWU
tweet
RT @The_AI_Investor: NVDA earnings is out. https://t.co/HwMcY3mtWU
tweet
Offshore
Photo
The Long Investor
RT @StockMarketNerd: Snapshot of a strong $NVDA quarter: https://t.co/DmTqgFS2ZT
tweet
RT @StockMarketNerd: Snapshot of a strong $NVDA quarter: https://t.co/DmTqgFS2ZT
tweet
Offshore
Photo
Q-Cap
$PLCE
The new Children's Place Board of Directors:
TURKI SALEH A. ALRAJHI
MUHAMMAD ASIF SEEMAB
HUSSAN ARSHAD
MUHAMMAD UMAIR
This new kids line gonna be fire! https://t.co/NBZQvSGqOD
tweet
$PLCE
The new Children's Place Board of Directors:
TURKI SALEH A. ALRAJHI
MUHAMMAD ASIF SEEMAB
HUSSAN ARSHAD
MUHAMMAD UMAIR
This new kids line gonna be fire! https://t.co/NBZQvSGqOD
tweet
The Long Investor
Ok a few people need to be reminded of this:
Stock splits do not alter a companies market cap in any way.
It does not add any value, it is also a tried and tested way to get a short term bounce.
Their earnings were good enough for this either way.
Historically speaking, stock splits tend to indicate the top of a cycle shortly afterwards.
$TSLA being the obvious example
tweet
Ok a few people need to be reminded of this:
Stock splits do not alter a companies market cap in any way.
It does not add any value, it is also a tried and tested way to get a short term bounce.
Their earnings were good enough for this either way.
Historically speaking, stock splits tend to indicate the top of a cycle shortly afterwards.
$TSLA being the obvious example
tweet
Offshore
Photo
Hidden Value Gems
And another bid (rejected) for a UK listed company.
“Hargreaves Lansdown has rejected a £4.67bn takeover approach from a group of private equity firms, including CVC Capital Partners and a subsidiary of Abu Dhabi’s sovereign wealth fund.”
M&A plus buybacks are the forces that will drive the rerating of UK stocks that are multi-yesr low valuations and at a discount to EM stocks.
$HL.L
tweet
And another bid (rejected) for a UK listed company.
“Hargreaves Lansdown has rejected a £4.67bn takeover approach from a group of private equity firms, including CVC Capital Partners and a subsidiary of Abu Dhabi’s sovereign wealth fund.”
M&A plus buybacks are the forces that will drive the rerating of UK stocks that are multi-yesr low valuations and at a discount to EM stocks.
$HL.L
tweet
Offshore
Photo
Hidden Value Gems
Congrats to all the happy holders of $NVDA!
My challenge is when I ask myself how the business will perform in 5-10 years, will it still be growing and highly profitable? The history has an answer...
And if you find this question irrelevant making short-term forecasts you are essentially speculating. The value of the business is the discounted cash flows it generates over its lifetime, not next quarter / year earnings times a multiple.
I know I sound boring but discipline is important.
tweet
Congrats to all the happy holders of $NVDA!
My challenge is when I ask myself how the business will perform in 5-10 years, will it still be growing and highly profitable? The history has an answer...
And if you find this question irrelevant making short-term forecasts you are essentially speculating. The value of the business is the discounted cash flows it generates over its lifetime, not next quarter / year earnings times a multiple.
I know I sound boring but discipline is important.
tweet