NVDA surged Friday on a beat in the data center and strong guidance for Q1.
The stock has been depressed due to bursting of the crypto boom in chip sales, a bungled launch of its ray-tracing gaming chips, and a slump in data center growth.
All the above may have passed, and a decade (and then decades) of rapid growth in artificial intelligence, as well as high-performance computing, may play to NVDA's strength.
NVDA may be the largest, strongest company that has been preparing for an AI-centric world (with HPC also coming to the fore) with its software-hardware GPU-based solutions.
The addition of MLNX, pending soon, could accelerate growth and expand NVDA's reach within the data center.
Introduction - shades of the Great Gretzky
This article explains why I see NVIDIA (NVDA) as still representing good value at Friday's closing price right around $290. This is near the price at