Nvidia is up 142% since this memo was written about a year ago↴

Some great comments on it too.

@zebo do you still think NVDA won't take a large portion of the AI industry's revenue?

@tyler are you feeling smart about your crypto mining comment?

@aquiba do you think the ARM acquisition will move the needle? It still hasn't gone through yet and we are a year later.
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Tim Esteben's avatar
@tim_estebenNovember 19
Author
@paulpdc when do you think the ARM acquistion will go through?
Looks like it could be March 2022?
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Tim Esteben's avatar
@tim_estebenNovember 19
Author
@sandeepdhaiya did you end up holding? I wonder what your split-adjusted average cost is now?
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Tim Esteben's avatar
@tim_estebenNovember 19
Author
@amanda did you end up buying back into $NVDA?
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Tim Esteben's avatar
@tim_estebenNovember 19
Author
@studio are you still following this stock?
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Christopher Seifel's avatar
NVDA doesn't need the ARM acquisition to go through. But if it does go through, it's game over. I think probability that is priced in is of no deal (aka upside if successful).

NVDA looks expensive because analysts are getting the earnings figure wrong. Nobody knows where it should be. This cadence of beat and raise is driving home the point.

NVDA needs to consolidate a bit here, but they will be the compute platform of the future. Jensen is thinking in 30 year increments while everyone else is focused on next year. he's playing a different game
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