Buy Leaders - No Business Can Capitalize On AI Revolution More Than Nvidia

Cash Flow Venue
2.91K Followers
(15min)

Summary

  • NVIDIA is the innovation leader in the GPU landscape, continuing to surprise the world with cutting-edge solutions enhancing the computing capabilities of global big techs.
  • The H100 GPU, with exceptional memory bandwidth and computing performance, has driven NVDA's recent revenue growth, now to be surpassed by the superior Blackwell architecture.
  • AI demand is skyrocketing, with the Company's Blackwell set to revolutionize the market, boasting 4x faster training speeds and 30x higher real-time throughput.
  • NVIDIA's profitability is unmatched, with EBITDA margins soaring to 65%.
  • The AI revolution is not just a story - NVDA delivers the numbers and growth that justify the hype and support upside potential.

Nvidia Corporation building in Taipei, Taiwan.

BING-JHEN HONG

Nowadays, almost two years after the release of ChatGPT that brought the Large Language Models (LLMs) to the global, widespread awareness, I believe nobody needs an introduction to the provider of the BEST HARDWARE for training artificial intelligence - NVIDIA (

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Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achieving financial freedom, and I’m excited to share my insights with you. I’m a finance professional with deep experience in M&A and business valuation. What does that mean in practice? I’ve evaluated countless businesses and played key roles in sell-side and buy-side transactions, guiding clients through the complexities of buying and selling companies. In my day-to-day work, I dive into financial modelling, conduct commercial and financial due diligence to assess a company’s health, negotiate deal terms, and, of course, attend way too many meetings :) My focus spans sectors like tech, real estate, software, finance, and consumer staples - industries I’ve spent years advising and now invest in personally. Today, they make up the core of my portfolio and coverage on this platform. My motivation for writing on Seeking Alpha comes from a desire to not only deepen my own knowledge but also to share value with others who are on a similar path. Dividend investing has played a key role in my financial journey, and I believe it’s one of the most straightforward and accessible ways for anyone to work towards financial freedom. By sharing my insights and experiences, I hope to demystify the process, making it more approachable for those looking to build long-term wealth. Ultimately, my goal is to help facilitate OUR journey to financial freedom, learning and growing together as we navigate the world of dividend investing.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MSFT, AMZN, NVDA, INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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