- NVIDIA is at the heart of technologies shaping our future: deep learning, artificial intelligence, datacenters/cloud computing, and automated driving.
- Within the semiconductor industry, Intel is the best-in-class manufacturer, while NVIDIA is the best-in-class designer. If someone wants the most powerful chips in the world, they choose NVIDIA.
- NVIDIA's new chip (Turing) being so much better than their old chip (Pascal) was a high-quality problem...now in the rear-view mirror.
Restating my beliefs: NVIDIA deserves the current market cap of Intel (95% upside).
NVIDIA (NVDA)
- $125.9B market cap
- 0.3% dividend yield
- $10.2B revenue
- -17% revenue growth
- $3.0B operating cash flow
- $1.6B free cash flow
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
NVIDIA (NVDA) 14.77%
Apple (AAPL) 13.51%
Amazon (AMZN) 12.85%
Microsoft (MSFT) 10.60%
Tesla (TSLA) 10.42%
Alphabet (GOOGL) 5.82%
Facebook (FB) 3.86%
Intuitive Surgical (ISRG) 3.51
Adobe (ADBE) 2.31%
Salesforce (CRM) 2.16%
Visa (V) 2.14%
Nike (NKE) 2.06%
Intel (INTC) 2.00%
UnitedHealth Group (UNH) 1.88%
Comcast (CMCSA) 1.86%
Starbucks (SBUX) 1.67%
Waste Management (WM) 1.42%
Costco Wholesale (COST) 1.34%
American Water Works (AWK) 0.96%
Union Pacific (UNP) 0.89%
Norfolk Southern (NSC) 0.84%
Advanced Micro Devices (AMD) 0.81%
CSX (CSX) 0.79%
Autodesk (ADSK) 0.79%
Kansas City Southern (KSU) 0.36%
Canadian National Railway (CNI) 0.35%
