Latest ideas and analyses related to GPU

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AAPL

+32 pts



$AAPL - Apple Silicon Resetting The Bar for Portable Computing, Again

By bbern3 on Oct. 19, 2021, 11:36 a.m.
Tagged topics: Mac , GPU , Oppenheimer , M1 Chip

Views: 28, Votes: 1, Responses: 0, Attachments: 2
AMD , NVDA , MRVL , AMZN

+37 pts



$AMD, $NVDA, $MRVL - Jefferies says the market is underestimating how disruptive ARM will be in the datacenter

By bbern3 on April 9, 2021, 10:47 a.m.
Tagged topics: analyst checks , AWS , GPU , Jefferies , semiconductors , ARM CPU , datacenter , Graviton , cloud service providers , Inferentia

Views: 177, Votes: 5, Responses: 0, Attachments: 9
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: 160, 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: 139, 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: 144, Votes: 2, Responses: 0, Attachments: 6
AMD , INTC , NVDA

+30 pts



intel is better

By flypenguin.sun on Dec. 16, 2020, 11:52 p.m.
Tagged topics: analyst checks , server , GPU

Views: 17, Votes: 1, Responses: 0, Attachments: 0
AMD , INTC , NVDA

+49 pts



$AMD, $INTC, $NVDA - Jefferies data suggests AMD continues to take server share from Intel, NVidia continues to dominate GPUs

By josiebe on Dec. 4, 2020, 1:39 p.m.
Tagged topics: analyst checks , server , GPU

Views: 177, Votes: 3, Responses: 1, Attachments: 9
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: 80, Votes: 2, Responses: 0, Attachments: 1