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NVIDIA Corp (NVDA US)
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780
Analysis
Information Technology
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United States
NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company's products provide interactive 3D graphics to the mainstream personal computer market.
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bullish
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Thematic (Sector/Industry)
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17 Jan 2024 01:05
AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
Fabricated Knowledge
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274 Views
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bullish
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Taiwan Semiconductor (TSMC)
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13 Jan 2024 10:21
Smartkarma Originals
A Bull Investment Case for TSMC (Summary Version)
As we approach the 5 year anniversary of this SK original on TSMC, I'm quite proud of the how the analysis it contains has stood the test of time....
William Keating
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1.5k Views
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bullish
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Thematic (Sector/Industry)
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03 Jan 2024 17:16
Semiconductor Outlook 2024: AI's Adolescence
Its time to jog your memory. We've gone through the downturn, what does an upturn look like? The year 2023 began with a significant downturn in the...
Fabricated Knowledge
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663 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Nov 2023 21:24
TSMC: Defensive AI Play in Long Upward Re-Rating Trend?
We view TSMC as trading at an inexpensive valuation; even a cheap valuation should our hypothesis that the stock is structurally re-rating upwards...
Vincent Fernando, CFA
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285 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Nov 2023 21:48
Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
Vincent Fernando, CFA
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424 Views
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