Latest ideas and analyses related to cryptocurrency mining

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NVDA

+49 pts



$NVDA - Piper Sandler data suggests GPU price premiums may be decoupling with #Bitcoin prices

By bbern3 on Oct. 25, 2021, 10:13 a.m.
Tagged topics: GPU , Bitcoin , cryptocurrency mining , analyst raises target , decoupling

Views: 139, Votes: 14, Responses: 0, Attachments: 2
RIOT , MARA , BITF

+35 pts



BTIG Crypto Mining Corner Rigs Plugging Back In, Rig Payback Shrinks, and Climate-Positive Crypto

By DurdenDoge on Aug. 18, 2021, 10:48 a.m.
Tagged topics: cryptocurrency , Bitcoin , cryptocurrency mining

Views: 39, Votes: 3, Responses: 0, Attachments: 2
NVDA

+1 pts





By rogoman on May 27, 2021, 1:35 p.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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

+11 pts





By anon7828 on May 27, 2021, 12:52 p.m.
Tagged topics: margin improvement , earnings results , gaming , edge computing , improving outlook , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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

+46 pts



$NVDA - another beat-and-raise, best positioned company to benefit from growing demand across gaming, data center, automotive, and edge application

By bbern3 on May 27, 2021, 9:37 a.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 173, Votes: 6, Responses: 2, Attachments: 12
NVDA

+10 pts





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: 170, Votes: 4, Responses: 1, Attachments: 7
NVDA , AMD

+79 pts



$NVDA - Jefferies says high crypto prices does not mean high risk for NVIDIA because its strong gaming GPU growth is driven by product cycle

By bbern3 on March 2, 2021, 10:58 a.m.
Tagged topics: upgrade cycle , gaming chip , GPU , Ampere , cryptocurrency mining , Jefferies , product cycle

Views: 164, Votes: 2, Responses: 0, Attachments: 4
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: 149, Votes: 5, Responses: 2, Attachments: 7
NVDA

+35 pts



$NVDA - Needham shrugs off concerns of pending crypto pricing decline, is optimistic that GPU upgrade cycle is fueling demand

By josiebe on Jan. 7, 2021, 1:11 p.m.
Tagged topics: analyst checks , upgrade cycle , GPU , cryptocurrency mining , Needham

Views: 150, Votes: 2, Responses: 0, Attachments: 6
AMD , NVDA

+42 pts



$AMD, $NVDA - RBC says crypto mining is expected to decline in 2021/2022

By mooreideas on Dec. 1, 2020, 5:12 p.m.
Tagged topics: GPU , ethereum , cryptocurrency mining

Views: 88, Votes: 2, Responses: 0, Attachments: 1
AMD , NVDA

+32 pts



$AMD, $NVDA - BMO says rising cryptocurrency values and signs of very low inventory bode well for AMD and NVIDIA

By mooreideas on Nov. 25, 2020, 1:11 a.m.
Tagged topics: GPU , cryptocurrency , Bitcoin , ethereum , cryptocurrency mining

Views: 86, Votes: 2, Responses: 0, Attachments: 3