Nvidia (NASDAQ: NVDA)

Latest

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  General

  Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued

  You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.

  8 April

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  General

  Expert: Aswath Damodaran - Valuation 101: Every number tells a story

  For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.

  12 March

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  General

  Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio

  Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours.

  26 February

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  General

  Bold predictions - Andrew Brown

  Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

  20 February

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  General

  Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series

  This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs).

  8 January

  Sponsored by CommSec

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  General

  2023 wrapped: the 6 biggest business stories

  Today, we’re recapping the year that was. To do it, we’re bringing in the whole team at Equity Mates to share what they think are were the biggest business stories of the year.

  8 December

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  Semiconductors: How can you invest in them?

  13th Oct, 2023

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  Nvidia on the Mountaintop

  Thompson’s article takes a look at the Nvidia & Cisco comparison and asks: is this comparison fair? And what next for the hottest company of 2023?

  6th Sep, 2023

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  Meet the Manager – Zehrid Osmani, Martin Currie

  Martin Currie's investment style focuses on sustainable, quality growth ideas, employing a concentrated, unconstrained approach with a strong ESG focus.

  4th Aug, 2023

  Source: Future Generation

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  An alternative investment thesis for AI

  In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider.

  17 July

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  Sell Nvidia, Buy Tesla: Ark Invest’s Cathie Wood believes investors are missing bigger Artificial Intelligence opportunities

  ARK Invest has owned Nvidia since 2014. Earlier this year, the asset manager raised eyebrows as it updated the market and reported that it had sold 20% of its holding of Nvidia.

  29th Jun, 2023

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  Can you pierce through uncertainty with FANGs?

  The biggest business news story of the past week was NVIDIA. The designer of some of the world’s most cutting edge semiconductors and graphics cards has been an incredible investment over the past decade (split adjusted, going from $3 to $389 in since 2013).

  1st Jun, 2023

  Sponsored by Global X

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  Expert: Dominick D'Angelo - Tesla to bomb by the end of 2023

  We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception.

  1 June

• Nvidia briefly joins $1 trillion valuation club

  The highest price target valued it at about $1.6 trillion, on par with Google-parent Alphabet.

  31 May, 2023

  SOURCE: Reuters

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  General

  Nvidia and AI: beginning of a boom or a baby of a bubble?

  Nvidia shares jumped 25% last week, as markets decided that, actually, they do like bubbles. Woolworths spends $10m on failed Aussie start-up Milkrun, because they also like losing money. The AFR launches Housing Supply Week with self-serving propaganda that completely misses the point, and Republicans in America are looking to bring back child-labour because they hate kids. So much to get pumped about on this week’s Comedian v Economist.

  31 May

• Adobe, Nvidia AI imagery systems aim to resolve copyright questions

  Two Silicon Valley companies on Tuesday announced new tools that use artificial intelligence to generate images while tackling some of the thorniest legal issues surrounding the technology: copyrights and payments.

  23 Mar, 2023

  SOURCE: Reuters

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  Nvidia in the valley

  Like so many Silicon Valley giants, 2022 has been tough. This article from Stratechery takes a look at how Nvidia got the past couple of quarters so wrong and what is coming next for the company.

  5th Oct, 2022

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  The US has banned semiconductor sales to China

  Whatever you’re using to find this podcast - it has a semiconductor. They are the brains of modern electronic devices and are necessary in communications, computing, healthcare, transport, energy… look… basically every industry. And this week, the US Government banned semiconductor companies from building factories or even selling to Chinese customers. Today Alec and Sascha look at why America put such a restrictive ban in place? And asked the question - how is this going to affect them?

  10 September

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  Disruption continues despite ‘technical recession’

  Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.

  18th Aug, 2022

  Source: Loftus Peak

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  Half-year in review: is the worst over?

  Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.

  2nd Aug, 2022

  Source: Loftus Peak

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  Compair the pair - CEOs go head to head | Quartr Reporting Season

  In this episode Bryce & Alec "compare-the-pair' when it comes to rival CEO's talking about the same subject within their companies. Tesla CEO Elon Musk v. GM CEO Mary Barra on driverless cars. Nike CEO & President John Donohoe v. Adidas CEO Kasper Rørsted on the shift to digital sales. Visa CEO Al Kelly v. Mastercard CEO Michael Miebach on crypto. Nvidia CEO Jensen Huang v. Microsoft CEO Satya Nadella v. META's Zuckerberg on the Metaverse.

  14 March

  Sponsored by Quartr

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  We're back (& one of us is engaged)! Bold Predictions for 2022

  We are back for 2022! And one of us has a very special announcement... We kick off the year with our traditional episode - sharing our bold predictions for the year ahead. The team are talking Tesla, big mergers and acquisitions, the AFL season, and everything in between. No one is outside the firing line.

  31 January