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Stockreport

Nvidia: The TPU Risks Look Heavily Overblown [Seeking Alpha]

Alphabet Inc. - Class C Capital Stock (GOOG)  More Company Research Source: Seeking Alpha
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm Check Earnings Report
US:NASDAQ Investor Relations: abc.xyz/investor
Nvidia still owning the default, general-purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs may gain share within Google Cloud, but NVDA's platform remains the industry standard for general-purpose AI workloads. At roughly 38× forward earnings, NVDA still looks far from a 2000-style Cisco bubble; robust margins and secular AI demand justify a premium multiple. Using reasonable inputs for my valuation model, I see nearly 50% upside, supporting a Buy for NVDA stock despite competitive and multiple-compression risks. SweetBunFactory/iStock via Getty Images Introduction Over the past 4 months, we have seen a capital outflow from the world's biggest graphics and compute and networking solutions company, Nvidia Corporation ( NVDA ), to other tech plays, particularly Alphabet/Google ( [Read more]
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Stockreport

Nvidia: The TPU Risks Look Heavily Overblown [Seeking Alpha]

Alphabet Inc. - Class C Capital Stock  (GOOG) 
More Company Research Source: Seeking Alpha
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm Check Earnings Report
US:NASDAQ Investor Relations: abc.xyz/investor
Nvidia still owning the default, general-purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs may gain share within Google Cloud, but NVDA's platform remains the industry standard for general-purpose AI workloads. At roughly 38× forward earnings, NVDA still looks far from a 2000-style Cisco bubble; robust margins and secular AI demand justify a premium multiple. Using reasonable inputs for my valuation model, I see nearly 50% upside, supporting a Buy for NVDA stock despite competitive and multiple-compression risks. SweetBunFactory/iStock via Getty Images Introduction Over the past 4 months, we have seen a capital outflow from the world's biggest graphics and compute and networking solutions company, Nvidia Corporation ( NVDA ), to other tech plays, particularly Alphabet/Google ( [Read more]
IMPACT SNAPSHOT
EVENT TIME:
GOOG
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS