Latest ideas and analyses related to ARM acquisition

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NVDA

+10 pts



Gaming boom is not over, which bodes well for Nvidia. THey are also well positioned in many trends which are gaining momentum such as AI...

By yrc7777 on May 23, 2021, 12:58 a.m.
Tagged topics: gaming , earnings preview , cryptocurrency mining , Oppenheimer , ARM acquisition , upside to estimates , datacenter

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NVDA

+39 pts



$NVDA - Oppenheimer believes Q1 will beat expectations next Wed driven by gaming and crypto, sees datacenter demand accelerating into Q2

By bbern3 on May 21, 2021, 11:23 a.m.
Tagged topics: gaming , earnings preview , cryptocurrency mining , Oppenheimer , ARM acquisition , upside to estimates

Views: 214, Votes: 4, Responses: 1, Attachments: 7
NVDA

+43 pts



This one's a keeper

By phenphen on Feb. 18, 2021, 5:20 p.m.
Tagged topics: GPU , earnings preview , supply constrained , cryptocurrency mining , Oppenheimer , GeForce , ARM acquisition

Views: 3, Votes: 2, Responses: 0, Attachments: 0
NVDA

+54 pts



Still holding onto the NVDA

By adamsmith on Feb. 18, 2021, 4:32 p.m.
Tagged topics: GPU , earnings preview , supply constrained , cryptocurrency mining , Oppenheimer , GeForce , ARM acquisition

Views: 8, Votes: 3, Responses: 1, Attachments: 0
NVDA

+80 pts



$NVDA - Oppenheimer expects Q4 results to beat expectations driven by GeForce, raises target to $700

By bbern3 on Feb. 18, 2021, 1:29 p.m.
Tagged topics: GPU , earnings preview , supply constrained , cryptocurrency mining , Oppenheimer , GeForce , ARM acquisition

Views: 199, Votes: 5, Responses: 2, Attachments: 7