Offshore
Photo
The Long Investor
$GOOG chart from October 15th
Showing $GOOG would top out at Wave 5 the start of 2024 at $155
And decline to $135 by the first week of March.
1st week of Jan: $155
Today: $135
tweet
$GOOG chart from October 15th
Showing $GOOG would top out at Wave 5 the start of 2024 at $155
And decline to $135 by the first week of March.
1st week of Jan: $155
Today: $135
$GOOG chart on October 15th uploaded in our group.
This pull back was needed for Wave 4 to complete - The Long Investortweet
Offshore
Photo
The Long Investor
$JD earnings report is due before the market opens tomorrow.
It is also $1 away from its IPO price right now.
tweet
$JD earnings report is due before the market opens tomorrow.
It is also $1 away from its IPO price right now.
$JD IPO'd in 2014 and in the first week the Share Price hit $24
2024 Share Price is also $24
Revenue:
2014: $11 Billion
2023: $162 Billion
15 X increase in Revenue since 2014.
$JD has also not missed on earnings since 2018
$JD is now in our buy zone.
Verdict: Undervalued with a strong margin of safety. - The Long Investortweet
Offshore
Photo
Offshore
Photo
The Long Investor
$TSM 42% gain so far and still not at its Wave 3 target at $166.
tweet
$TSM 42% gain so far and still not at its Wave 3 target at $166.
$TSM alerted in our group on November 10th that it was starting Wave 3
Price was $97 that day
Price is at $134 now with more to run to get to our Wave 3 target. - The Long Investortweet
AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: Regarding longer term prospects, TAM.
A: Lots of different #s out there regarding the accelerator market. Let's step back and our position. We have talked about the installed base in DC and our focus on being a DC computing company. That is the market in front of us. Even if you think about $1T in installed base, that opportunity for us is $1T. But if we think what it can also do in terms of efficiency and software, the opportunity is even larger, it might increase to even $2T. We look at it differently. We are not an accelerator, we are an overall platform.
tweet
$NVDA CFO Kress at MS TMT Conference
Q: Regarding longer term prospects, TAM.
A: Lots of different #s out there regarding the accelerator market. Let's step back and our position. We have talked about the installed base in DC and our focus on being a DC computing company. That is the market in front of us. Even if you think about $1T in installed base, that opportunity for us is $1T. But if we think what it can also do in terms of efficiency and software, the opportunity is even larger, it might increase to even $2T. We look at it differently. We are not an accelerator, we are an overall platform.
tweet
AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: Gross margins going forward
A: When we completed our 4Q Gross margin levels were upper 70s. We have mastered bringing to market the ramping of our H100, using our suppliers.
However, going forward, we will have different types of products and we will come back to where we were, to mid 70s. We think that's a good place, and open to discussion of what our mix will be.
tweet
$NVDA CFO Kress at MS TMT Conference
Q: Gross margins going forward
A: When we completed our 4Q Gross margin levels were upper 70s. We have mastered bringing to market the ramping of our H100, using our suppliers.
However, going forward, we will have different types of products and we will come back to where we were, to mid 70s. We think that's a good place, and open to discussion of what our mix will be.
tweet
AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: Inference 40% of DC revenue, is it really that big? How do you know?
A: It was a great exercise for us to work on, our work that we did, we do know our largest systems and we know engineering teams at all the customers. And we can categorize all the use cases. These are early days in Gen-AI, some have moved to Copilots and monetization. Recommender engines are an enormous part of marketing and all had to be re-designed. Search is another one. Our work is based on the inferencing of the future, not of the past 30 years.
tweet
$NVDA CFO Kress at MS TMT Conference
Q: Inference 40% of DC revenue, is it really that big? How do you know?
A: It was a great exercise for us to work on, our work that we did, we do know our largest systems and we know engineering teams at all the customers. And we can categorize all the use cases. These are early days in Gen-AI, some have moved to Copilots and monetization. Recommender engines are an enormous part of marketing and all had to be re-designed. Search is another one. Our work is based on the inferencing of the future, not of the past 30 years.
tweet
AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: China question, shipping to China
A: Density and performance are part of the export controls. China is interested in working with Nvidia as they have for decades. We have products keyed out for them, as they review the performance and software. We have worked with the US gov't so they are aware. Our China partners want to use our products for the long term. We don't know the future, but we will follow the rules today. Will there be a chance performance can increase in the future? We don't know yet.
tweet
$NVDA CFO Kress at MS TMT Conference
Q: China question, shipping to China
A: Density and performance are part of the export controls. China is interested in working with Nvidia as they have for decades. We have products keyed out for them, as they review the performance and software. We have worked with the US gov't so they are aware. Our China partners want to use our products for the long term. We don't know the future, but we will follow the rules today. Will there be a chance performance can increase in the future? We don't know yet.
tweet