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   Technology StocksNVIDIA Corporation (NVDA)


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To: John Pitera who wrote (1614)8/27/2018 2:21:54 PM
From: zzpat
   of 1647
 
Okay, so they have some new chips that are kick ass. Why did NVDA guide lower? The market is always looking to the future and the future is less pristine that it was previously. While I understand why it went from $20 to $200 I don't see any reason for these insane numbers when guidance is falling. It's up another 5 today.

Graphic Chips maker NVidia beat earnings expectations in second quarter earnings as the Datacenter and gaming center revenues hit records. $NVDA lowered FQ3 revenue guidance to $3.25B, plus/minus 2% below a $3.34B consensus.


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To: zzpat who wrote (1615)8/27/2018 3:16:32 PM
From: John Pitera
   of 1647
 
NVDA said that their next major project launch will not ship during the current Q....... thus the lowering
guidance......

I looked at the Q/Q and Y/Y and had the exact same concerns as you I see both Revenue and earnings
deceleration ..

Okay, so they have some new chips that are kick ass. Why did NVDA guide lower? The market is always looking to the future and the future is less pristine that it was previously. While I understand why it went from $20 to $200 I don't see any reason for these insane numbers when guidance is falling. It's up another 5 today.


zzpat, ( this is on the QT just between u and me) at the tail end of epic bull markets you get a
speculative euphoria develop in which a generation of investor who have only seen the market go up, and
up .. will pay bid up prices to lusty and lofty levels..... Perhaps that is what you are seeing in NVDA.

do u think this might be possible?

Mark Zandi Moody's Analytics chief economist was interviewed today..... the ratings agencies are still
trying to attone for all of the junk CDO and other derivatives that they gave much higher ratings on
than was ethical..... because they were collecting such big fees to green stamp the Fannie Mae / Freddie
Mac tranches of debt that were being assembled very efficiently by the 16 Major CDS banks.... and
also by the second tier of IBanks .......

Mark reported that leveraged loans to companies had reached around $3 Trillion to companies that are
highly leveraged and much of it is floating rate.... $3 Trillion is also around the figure he said of the
Dead man walking mortgages that were put into those debt derivatives and then sold to investors near and
far.
but be very..... very quite...... as this is top secret... all you have to look at the tulip bulb market of Bitcoin
and the thousands of Cryptocurrencies and ICO's that were smoking white hot last November and Dec
of 2017..... and remember that excesses always build up in the Global financial markets, thus is the
nature of the most basic Human emotions...... Fear and Greed.

JP

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To: John Pitera who wrote (1616)8/27/2018 4:11:37 PM
From: zzpat
1 Recommendation   of 1647
 
I think the market has been in euphoria since Trump was elected. He ends trade agreements, starts tariffs, threatens nuclear war, and was accused of two felonies and the market didn't care. There are two possible reasons; 1) no one takes him seriously or 2) euphoria.

Of the 16 largest banks, nine out of every $10 of earnings came from tax cuts (bank loans from the day Trump was elected until now are below). On top of these less than stellar bank numbers, Trump and the gop added nearly $2 trillion to the debt after CEOs begged for a bailout. None of them asked for or knew the cost of the tax cuts. I've never seen anything like it.

71% of CEOs want more tariffs on China and a huge majority want tariffs on more countries. Clearly they feel they don't have what it takes to compete with the rest of the world. So maybe we need a third option. 3) American CEOs are increasingly becoming incompetent.

I track the stock of the 101 highest paid CEOs. It's been red most of the year. That watchlist is now up 6.4% so far this year, far below the S&P500.

I also created a watchlist of CEOs employees pick as being great. That portfolio is up 38.57% so far this year. The best CEOs (employee picked) watchlist has only three companies in the red, GM, DIS, and COF. The best performer is SQ, up an amazing 126%.

The numbers I track suggest 3 is the most likely option. The tax cut and resulting debt, tariffs, ending free trade, and high paid CEOs not generating investment wealth are very strong indicators.

Btw, we've never had a recession with interest rates this low. If we watch rates, we'll know when a recession is about to hit. The Fed will lower rates a few months before the recession begins (or that's what they've done prior to the recent recessions - even the Great Recession). Rates aren't falling so we're okay.

fred.stlouisfed.org

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To: zzpat who wrote (1617)8/28/2018 6:26:45 PM
From: John Pitera
2 Recommendations   of 1647
 
ZZPat... a most excellent post until you got to the final sentence.... In 1980 the S&L were so underwater
due to Interest rates rising to record highs on 30 year mortgages that congress passed a law that
the S&L's amortize the mark to market losses they had on all of their huge pool of underwater mortgages.
they also let the banks claw back taxes paid in the previous 10 years and get that tax money refunded to
the bank and this led to Solomon and First Boston creating the mortgage backed securities market
which they made a tremendous fortune on.... You can read about it in the famous book "Liar's Poker"

The takeaway from that experience... is that early adopters of new government tax laws and new
benchmarks such as our Brand new SOFR which will be replacing LIBOR....... there is gold in getting
aboard the companies awarded reporting, auditing and other aspects of the NEW SOFR rate....

You want the company to be EU compliant.....

a company I am talking too.... pointed that very matter out to me...

My company is a benchmark administrator in Europe and we are one of very few orgs that can assist US benchmarks to be EU compliant.


THe 2-10 year treasury spread is .18 basis points today the september rate hike of .25 basis points could
invert the Yield curve...... Inverted yield curves are the matador with his swords of death for Bull's
so watch closely...

fred.stlouisfed.org



Message 31763258

JP

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To: John Pitera who wrote (1618)8/29/2018 12:01:39 PM
From: zzpat
1 Recommendation   of 1647
 
My last sentence was "Rates aren't falling so we're okay." I said this because previous recessions came after rates fell (after a long string of increases). The Fed realizes it made a mistake, reversed course but it's always too late. A recession hit anyway.

Are you suggesting the Bush 41 recession was caused the S&L crisis? I'd suggest the fall of the Soviet Union was far bigger (less spending).

IMO, the S&L crisis was caused by deregulation. If deregulation hadn't happened the government wouldn't have had to make additional changes "after" S&Ls began to fail. Deregulation kills businesses fast. Note the airline industry, the telecom industry and of course banks. After each, we had massive drops in each industry and the three recessions - including the Great Recession (and the so-called dot.com recession).

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To: John Pitera who wrote (1618)8/29/2018 3:38:00 PM
From: John Pitera
   of 1647
 
Microsoft Azure now has Nvidia GPU Cloud support
Aug. 29, 2018 3:06 PM ET|About: Microsoft Corporation (MSFT)|By: Brandy Betz, SA News Editor

Microsoft (NASDAQ: MSFT) Azure now supports Nvidia’s (NASDAQ: NVDA) GPU Cloud for deep learning model training and interference.

Nvidia’s GPU Cloud provides software containers to accelerate high-performance computing for researchers and developers. The container registry supports deep learning tools like TensorFlow, PyTorch, and Microsoft’s Cognitive Toolkit.

Launched early last year, the GPU Cloud is driven by Volta and the Tensor Core GPU architecture.

Microsoft also announced the general availability of its Azure CycleCloud tool for managing HPC clusters in its cloud platform.

Microsoft shares are up 1.3% to $111.64.

Nvidia shares are up 1.9% to $279.33.



seekingalpha.com

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From: JakeStraw9/14/2018 9:15:36 AM
2 Recommendations   of 1647
 
Nvidia shares rise after analyst says 'dominance' in machine learning spells even more upside
Needham hikes its price target and earnings estimates on Nvidia, sending shares prices higher.
Analyst Rajvindra Gill's new price target of $350, up from $325, implies 29 percent upside over the next 12 months from Thursday's close.
cnbc.com
The analyst said Nvidia's new TensorRT Hyperscaler Platform should yield greater market share in artificial intelligence, the tool needed for computers to draw conclusions — or inferences — based on machine learning (ML).

"We see striking parallels between NVIDIA's dominance in artificial intelligence / ML and the 'Wintel' platform during the era of PC computing," Gill wrote. Wintel refers to the pre-eminence of Microsoft's Windows and Intel during the rise of the PC-desktop revolution.

"As these neural networks get bigger in size, the use cases expand exponentially and the demand for maximum throughput and server utilization becomes even more vital," he added.

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From: Glenn Petersen9/14/2018 10:06:29 AM
1 Recommendation   of 1647
 
How Nvidia is using its autonomous car platform to drive into health care

Khari Johnson
@kharijohnson
VentureBeat
September 13, 2018 1:49 PM

Nvidia is using the underlying architecture of its Drive autonomous vehicle platform to enable product development in other verticals with AI systems that deal with vast amounts of critical data, such as video surveillance, robotics, and health care.

Called Project Maglev, the initiative to transfer the data framework to industries beyond autonomous vehicles started roughly 18 months ago, Nvidia VP of AI infrastructure Clément Farabet told VentureBeat in a phone interview.

“It’s [Maglev] being used to support other applications we have, mostly around medical imaging, and health care,” he said. “Another big effort around video surveillance for smart cities, and these other product teams are also building their AIs on top of the same platform.”

To deal with large amounts of data, Maglev uses semi-autonomous methods to collect and label data in in order to scale data-intensive initiatives and is currently only being used internally at Nvidia.

Farabet also spelled out the details of Project Maglev today at Facebook Scale, a conference about rapid tech deployment being held this week in San Jose.

The Drive platform provides end-to-end services for autonomous driving initiatives. It factors in a range of inputs from radar, lidar, and other vision systems to Nvidia’s Xavier hardware or Pegasus software for autonomous vehicles.

Each car involved with the Drive platform can produce up to a petabyte of data every week from sensors inside and outside a vehicle. Nearly 1,500 human people are involved in the data-labeling process for the Drive platform, and they label 20 million objects a month. Maglev utilizes Drive’s data architecture to coordinate actions between a number of neural networks and manage the “complete and total explosion of test cases” encountered when trying to build a safe and reliable autonomous driving system.

“A lot of the base infrastructure to manipulate or manage large-scale datasets, get them prioritized for labeling, get them labeled, push the results into training and testing — these things are quite agnostic and common to anyone developing AI applications,” he said. “What self-driving cars really brought to this project is pushing us to solve that problem not just for benefits of, say, 10 terabytes but push that all the way up to hundreds of petabytes. So we believe that it’s really going to be Nvidia’s solution to scale to essentially help solve large problems for AI.”

These Maglev details emerge less than a day after the start of Nvidia’s GTC conference in Japan, where CEO Jensen Huang unveiled the TensorRT Hyperscale services and Tesla T4 GPU chip, both made specifically for the inference of AI models.

Nvidia also debuted its Clara platform for medical hardware and software, as well as robotics partnerships with companies like Canon and Yamaha.

The new inference engine and T4 have also been used to drive inference for Maglev initiatives, Farabet said.

venturebeat.com

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From: JakeStraw9/24/2018 9:17:58 AM
   of 1647
 
Bank of America says Nvidia is a 'top' pick due to the big upgrade opportunity for its gaming cards
cnbc.com

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From: JakeStraw9/28/2018 9:47:18 AM
   of 1647
 
Evercore ISI hikes Nvidia price target to $400, a Street high on chipmaker's A.I. leadership
cnbc.com
"NVDA continues to make a compelling case for long-term sustainable growth across all segments with a specific focus on large industry verticals including Gaming, HPC, Pro Visualization, Transport, Healthcare, and Autonomous Machines," analyst C.J. Muse said in a note to clients Friday. "Very importantly, we view Nvidia as being on the cusp of a tipping point in the company becoming the AI standard platform."

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