Both AMD and NVDA offer exposure to GPU Compute, arguably a very desirable capability with growing applications in artificial intelligence, AR/VR and self-driving car. Both
Tag: $NVDA
I believe there are 3 reasons to continue to own $MU: 1) early stage of a cyclical recovery, 2) technology catch-up, and 3) inexpensive play
When a relatively recent IPO is trading at ~30x Revenues (MBLY traded at EV/S TTM multiples of ~25x to 100x since IPO), is owned by
The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or Deep Neural Network (DNN). Researchers at Google, Facebook, IBM, Nvidia,
Well, clearly not safe enough to deal with a high-riding tractor trailer at freeway speeds, yet. Media reports suggest a self-driving Tesla (on “autopilot”) was
The chart below suggests that over its limited history (~couple of years) as a public company, Mobileye (NYSE: MBLY) stock price has not appreciated significantly
The chart below compares NVDA stock price performance with NTM EPS forecasts over the last 10 years. After tracking EPS forecasts closely until mid-2010, NVDA