NVIDIA Corporation (NVDA) News

Why has your company sold less than $100 million worth of products and services since its inception?

If it was 1/10 as good as you claim, why does Nvidia have orders for more product than it can deliver in the next year? We’re talking about billions of dollars weekly. If it was, his products were so inferior, why in the world would any corporation waste their money buying them?

IONQ will be bankrupt within two years. Nvidia will continue to grow as rapidly as TSMC can support.

Yes. I honestly thought your quoted date meant October 22nd and since we aren't there yet, thought possibly you meant since October 22nd, 2023. I do offer apologies.

But regardless, the POINT of my post answering yours remains the same. Your posting history since starting on iHub in 2010 has been overwhelming pessimistic on both the market direction and the direction of 90% of the company's whose boards you have posted on.

The markets have come up quite strongly for the most part since 2010, yet you have overwhelmingly taken a pessimistic stance, urging most people to short.

I can see being cautious about taking some positions, but being pessimistic on most everything you post about - since 2010? Look at what the market has done since 2010. Think you have been justified to urge the shorting of almost everything you posted about?

Whatever.

Let's see where NVDA goes in the next 3 to 6 months. There's almost no doubt in my mind that - all things being equal - NVDA will be higher.

it helps if you read my original post correctly ;)

the Oct 2022 lows not the oct 2023 lows, the run from 2023 bottom is insane in itself

I believe you're right Neb. Spot on.

I agree and most likely bounce around between 126-140. Won't see the positive action until April. Their Q report in November will most likely be good but not good enough unless they say they are already shipping large quantities of Blackwell. Even at that, it will also depend on what the SP is at the time of reporting. If below 130, then stock will most likely hit between 130-140.

Just Dario = 🦨 Very Smelly.

This person has not been accurate in the majority of his predictions/opinions.

What product or service can Ionq deliver today you ask Ian ?
Several models of Quantum computers. See website. Aria , Forte, Forte Enterprise…Tempo coming soon etc
Quantum data centers in Maryland, Seattle and Switzerland are up and running along with the first dedicated 100,000 sq. Ft. quantum computer factory in Maryland. These guys are not sitting on their hands. Also other data centers around the world are already in the planning stages. I suggest you read the bios of their entire BoD . No uneducated slouches here. Lol

https://justdario.com/category/nvidia/

NVDA could be buying IonQ before you know it. Someone will. Who’s gonnq get it first? Jensen,Bill,Zuk,Mark,Michael,Sam,Satya,Jeff? etc etc He who controls all the data in the quantum cloud first, wins. Who’s on first?
Good luck.

RYAN PETERSON
Contributor, Benzinga
October 9, 2024
IonQ, Inc. is at the forefront of quantum computing, leading the charge in developing commercially viable quantum systems. With groundbreaking achievements like demonstrating remote ion-ion entanglement, IonQ’s technological advancements have positioned it as a key player in an industry with tremendous growth potential. As investors look for the next big thing in tech, IonQ’s stock has garnered attention. But where is it headed? Let’s explore the potential future of IonQ stock with predictions for 2024, 2025 and 2030.


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Table of Contents
Current Overview of IonQ Stock
Methodology for Stock Price Prediction
IonQ Stock Price Prediction for 2024
See All 6 Items
Current Overview of IonQ Stock

Today, IonQ (IONQ) is trading at $9.07 per share. The company has a market capitalization of approximately $2 billion, reflecting strong investor interest despite being a relatively young company in an emerging field. IonQ has made significant strides in quantum computing, notably achieving remote ion-ion entanglement, a key milestone in scaling quantum systems. This achievement showcases IonQ's commitment to developing photonic interconnects, a vital step toward building large-scale quantum networks.

IonQ’s leadership, led by President & CEO Peter Chapman, has emphasized scalability as the company’s guiding principle. The firm is rapidly advancing toward commercial quantum advantage, where quantum systems will outperform classical computers for specific tasks. This promise has attracted worldwide attention from businesses, academic institutions and governments.

The stock has experienced volatility in line with broader tech trends. While IonQ has been making technological advancements, investor sentiment has fluctuated as the company continues its journey toward profitability. Insider transactions show mixed signals, with more sales than purchases, which has raised questions about short-term price performance. Still, IonQ’s potential long-term growth, especially as it nears significant breakthroughs in quantum technology, keeps many investors optimistic.

Methodology for Stock Price Prediction

Predicting the future price of IonQ stock involves a multifaceted approach, using technical analysis, fundamental analysis and expert opinions:

Technical Analysis: This involves analyzing historical stock price trends and patterns. IonQ has shown significant volatility, but its current trend suggests growth potential. Analysts often look at moving averages and stock price history to forecast short-term movements.
Fundamental Analysis: IonQ’s financials, such as its earnings potential, R&D investments and technological milestones, provide insight into its long-term value. The company is in the early stages of commercializing quantum computing, so many investors are focused on its revenue growth potential and the broader market opportunity for quantum computing.
Expert Opinions: Several analysts have rated IonQ as a “Buy,” with an average brokerage recommendation of 2.00 on a scale where 1 is a Strong Buy and 5 is a Strong Sell. As with all stocks in emerging industries, analysts emphasize the importance of watching how the company executes its growth strategy.
IonQ Stock Price Prediction for 2024

Looking ahead to 2024, IonQ stock is expected to see significant growth. The forecast places the stock at $14.18, representing a 56.12% increase from its current price of $9.07. Several factors drive this growth:

Technological Milestones: With IonQ’s successful demonstration of remote ion-ion entanglement, the company is closer to achieving commercial quantum advantage. This technology could open new revenue streams from enterprise and government clients as it matures.
Market Demand for Quantum Solutions: As industries ranging from finance to pharmaceuticals look to harness the power of quantum computing, IonQ is well-positioned to benefit from increasing demand.
Investor Sentiment: If IonQ continues to deliver on its technical road map, investor sentiment could remain positive, driving the stock price higher.
IonQ Stock Price Prediction for 2025

By 2025, IonQ’s stock is forecast to climb to $22.13, reflecting a 143.75% increase from today’s price. This optimistic projection assumes that IonQ continues progressing on its scaling strategy and that quantum computing applications become more widespread.

Revenue Growth: As IonQ transitions from R&D to more commercial applications, revenue growth will likely follow. With industries such as cybersecurity and material science increasingly turning to quantum solutions, IonQ is expected to capture a significant share of this growing market.
Strategic Partnerships: IonQ’s collaborations with academic institutions and enterprise clients are expected to expand, providing the company with valuable research and development partnerships that could accelerate its technological advancements.
Valuation Metrics: As quantum computing becomes more mainstream, investors may place a premium on stocks like IonQ, pushing valuations higher. While the company is not yet profitable, the long-term potential could justify higher stock prices by 2025.
IonQ Stock Price Prediction for 2030

By 2030, IonQ’s stock is projected to skyrocket to $131.50, marking an extraordinary 1,348.22% increase from today’s price. This projection assumes that quantum computing will advance significantly and that IonQ will lead the field.
Quantum Advantage Achieved: By 2030, IonQ is expected to achieve full quantum advantage, where quantum computers outperform classical computers in commercially viable tasks. This breakthrough would mark a major turning point for the company, driving widespread adoption of its technology.
Exponential Growth: As quantum computing becomes an essential tool across industries, IonQ’s revenue and market share are expected to grow exponentially. The projected stock price reflects the potential for IonQ to dominate the quantum computing landscape, much like how companies like NVIDIA have dominated the GPU market in recent years.
Long-Term Investor Appeal: If IonQ delivers on its ambitious goals, the potential returns for long-term investors could be substantial. However, these projections depend heavily on the company’s ability to execute its strategy and maintain technological leadership.

I agree. This is the reason why I believe NVDA will do very well in the near future. They have the most advanced chip (Blackwell) coming out with the CUDAQ interface in the 4th Q of 2024 and is rumored to be already completely sold out for 2025. Those that don't need (or don't want to pay extra for) the MOST advanced chip will most likely purchase the Hopper chip. And the next generation chip (Rubin) that supposedly has even better performance (while using less power) is scheduled for a 2026 production.

Something catastrophic would have to happen to derail NVDA for the next few years.

Corrections in the market won’t last as long as years past. There’s more 401Ks more people in the market, with Robinhood, digital wallets, etc so many ways to invest the younger generation is more involved than ever. Corrections will be buying opportunities more than the past. IMO

So the last few days I’ve been hearing Blackwell is sold out for 2025 source Morgan Stanley. We will know for sure when we hear it from Jensen, but let’s say it’s true. Blackwell is produced on TSMC 4 nanometer process and I believe Hopper is 5 nanometer. They are produced on different packaging processes, now I don’t know if that’s the same machines with tweaks here and there don’t know. It could be next year the upside for revenues are the continued sales of Hopper without the supply constraints. There’s a lot of Enterprises that don’t need Blackwell so the H200 will suffice.

On Oct 22, 2023, the S&P 500 had a low of 4103.78. It closed yesterday at 5815.03. That's a rise of 1,711.25 points....not 2,300 points.

But still....yes, it is a giant rise. Along with the rest of the benchmarks.

I'm sure that when the Dow was at approx. 3,900 thirty years ago (Oct 94), no one ever imagined it would eventually rise and get up to almost 43,000 today. And along the way? I'm certain that people like yourself were saying it was stupid to invest, that the market was surely about to crash. No doubt they advocated going short or staying out of the market all together. Those that listened to that advice missed out on millions of dollars of profit.

I'm sure that some event at some point will correct this market. The market has been correcting off and on since it was established. You cannot know when it will happen. No one can possibly know. And most investment professionals will tell you that it's best to remain invested and deal with any correction as best as possible.

Agree with your NVDA assessment. My primary concern is the increasing likelihood of some international geopolitical event disrupting global markets within the upcoming year.

Citi predicts Nvidia shares to remain stuck for the rest of the year

Foxconn building a plant in Mexico. Do we know production capcaity/rev per year for this plant. Also, how much time to build this. Thx.

(1) It is said order for next 12 months is guaranteed. (2) Can we double our manufacturing, supply these in 6 months and then supply more orders after 6 months. May be opportunity for us to double our rev in next 12 months.

Here’s an interesting quantum post, which I found a couple weeks ago.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175112668

German government has a well defined funded specific plan to deliver a quantum mobile defence computer by 1927. Four companies are competing with each other to see who wins the grand prize and lasts to the next phase when they start rolling out quantum computers. IONQ must not selected for this phase.

The NVDA picture is a little better than just guaranteed production for the next year.

TSMC had a yield of about 50% That will improve during the next year. … and there is a high probability that TSMC will deliver more fab capacity during that time frame.

Essentially, no one can come up with an accurate guess at this point in time for how much NVDA will deliver during 1925.

The chart is still positive and some fund managers have probably lightened up for upcoming election.

Nvidia isn’t even a gamble. Is there any other company that has a 12 month backlog on proprietary products? Not only is their production currently guaranteed for a year, there will be another revolutionary product in the wings within a year (Rubin).

The innovations will all but guarantee NVDA’s lead and domination of a market that NVDA currently enjoys between 85-90% of the attainable business. NVDA’s 12 year investments in engineering, planning and forward thinking makes it almost impossible for anyone to challenge their superiority.

As far as Quantum computing goes, I know some of you have looked at IONQ. I have looked at it as well. Unfortunately I didn’t like what I saw. It is my opinion that when Quantum computing becomes a reality……NVDA will also master that endeavor. With their knowledgeable staff, research abilities and superior leadership what can’t NVDA accomplish once they see a plausible, vibrant market? JMO

~bought more 10/18 $155 calls…average now .04c

It’s a remote possibility, regardless of how unlikely it is, I agree there is a remote chance some company might come to its rescue.

However, what product or service can IONQ deliver today???

When it talks about potential products, verbs like would, will, or might are used.

That $55 million contract that Kona et al are so proud of, is for four years. There is no mention of any product or service that will be delivered in any one of the next four years. Before now, I had never seen any company say they have a multi-year contract without any mention whatsoever of what they’re obligated to provide for the dollar value of that contract.

If This was an emerging biotech, the company would be immediately called a scam. … and in time, would prove itself to be a scam.

I have to disagree with that is IONQ a more speculative play yes it has no revenue but up price potential is a lot more than Nvidia is at this time and once they achieve 100% you will have one of the companies come in and either take a heavy stake in them or buy them out right.

Actually, it’s almost a certainty that NVDA will double before IONQ.

Your beloved company, last time I looked, spends close to eight dollars for every dollar of revenue that it earns. That is an excellent formula to take a company to bankruptcy.

A more fair bet for you might be, “will Nvidia double before IONQ gets cut in half?”. IONQ hasn’t earned $100 million in total since its IPO.

On the other hand, any one of NVDA’s top five customers buys more than $1 billion of Nvidia products in any given calendar year.

Glty

Who do you think will double in price faster. Nvda or Ionq. 21.20 or 270.00. No brainer imo

yeah. It’s stalling a lot. It’s at its 3 month high and staying stagnant.

Don’t want to say I told u guys so but nvda up a little. Ionq 10.60 and climbing from 9.81 close yesterday !!!$$$$$$$💵💵💵💵💰💰💰💰💰🌈🌈🐳🐋🐟🐠🐟🐋🐬🐬🎉🌈💰🌈🎉🐬💵💵💵🌈🌈💰💰

yes, a lot of longs who keep think the stock market rises forever will be in for a rude awakening sooner rather than later

since October 22 lows, the SP 500 is up 2,300 points!!!!! THATS NUTS

a ton of $$$ here trying to prop NVDA stock up everyday

that cannot continue forever and once that momentum ends here, it can cascade very quickly. i think this will happen sooner than later no matter what they report on next earnings call

after that circus of a ROBO TAXI event by TSLA and MUSK, i fully expect semi chip demand for Autonomous robots and taxis to peak out or already peak out and continue a downwards spiral, that event was CRINGE

Nvidia Stock Rises. AMD’s New AI Chip Is Not Competitive.

https://stocks.apple.com/Almy2hey4QLusVjFVdq1LEg

There are a few good videos about Nvidia the last couple days if interested on YouTube

$NVDA Very Unusual $1.2M Far OTM Call Print
By: Cheddar Flow | October 11, 2024

• $NVDA Very Unusual $1.2M Far OTM Call Print

This whale chose the February expiration and executed the order above the ask, signaling urgency



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~bought more 10/18 $155 calls average now @.06c

The rug sweep is soon

$135+!

Ka-ching! 💰

CHIPS
AMD’s Event Disappointed. Here’s a Silver Lining.
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Investors underwhelmed by Advanced Micro Devices new artificial intelligence chip launched Thursday, may have overlooked an important point. 
At the chip maker’s Advancing AI event in San Francisco it also said the global market size for AI chips will grow more than previously thought. That’s a big positive.
CEO Lisa Su said it now expects that the market for AI data center graphics processing units, or GPUs, will grow by more than 60% a year and reach $500 billion by 2028. Last year, the anticipation was that the market would exceed $400 billion by 2027.
“AMD…is making great strides in becoming a total AI platform provider, but we believe making a notable dent into Nvidia’s share remains unlikely,” CFRA analyst Angelo Zino said, maintaining a Buy rating on the stock.
Nvidia is generally estimated by analysts to have around 90% of the market for AI data center chips, with AMD as a distant second player. Intel is also technically in the mix but hasn’t been able to keep up with the competition in later years.  
Still, being the second best in a market this rich may not be such a bad thing. And AMD has some big names in its customer base, too, including Microsoft, Meta and Oracle.
The investor disappointment at the event was largely directed at AMD’s newest AI data center GPU, the Instinct MI325X. AMD shares fell 4% after the announcement as the product isn’t’ expected to present a significant challenge to Nvidia’s powerful Blackwell GPUs which are just starting to reach customers this quarter.
AMD failed to drive investor excitement as it largely recapped already well understood product road maps, Oppenheimer analyst Rick Schafer, who has a Perform rating on the stock, said. There was “not much there.” 
AMD

That was a great breakfast surprise while watching Squawk Box on CNBC. Have a good weekend, I'm out of here.

The ceo is joking around with the CNBC staff

Not sure if everyone saw this yesterday if so apologies

CHIPS
Nvidia Stock Rises After Management Says Blackwell Is Sold Out for 12 Months
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Nvidia shares are rising on Thursday after management said demand for its next generation GPU Blackwell is strong.
In a note published Thursday, Morgan Stanley analyst Joe Moore said his firm hosted Nvidia CEO Jensen Huang and other members of the company’s management team this week for a series of meeting with investors. The analyst said the executives revealed Nvidia’s Blackwell GPU products are “booked out 12 months,” which means if a customer puts in an order today they won’t receive the product until late next year.
Nvidia shares were up 1.5% at $134.67 in midday trading. The stock closed down 0.2% on Wednesday. 
A string of recent gains has left Nvidia close to its record closing high—adjusted for stock splits—of around $135, hit in June. The focus continues to be on growth in its data-center revenue, powered by investment in AI technology.
Analysts at UBS also said export data released this week from the Taiwan Ministry of Finance was broadly consistent with their model of Nvidia’s third-quarter data center revenue rising 15% from the previous quarter. 
“We would caution that the Q/Q [quarter on quarter] growth for TW [Taiwan] and Nvidia have differed as much as midteens in either direction in recent years, so the data isn’t definitive,” UBS analyst Timothy Arcuri wrote. 
Arcuri has a Buy rating and $150 target price on Nvidia stock.
Attention will soon turn toward the company’s third-quarter earnings prospects, with its report due next month.
“Nvidia was most beaten up last time around because of fear that their earnings growth was coming down but in fact, Nvidia’s earnings are still expected to grow over 80% year over year. If you took an optimistic view, that’s still fantastic EPS growth and it’s still way faster than any of its competitors,” said Mark Malek, chief investment officer at Siebert, in an emailed comment.
Among other chip makers, Advanced Micro Devices was falling 0.2% and Broadcom was falling 0.2% in midday trading.

Software Supremacy. Nvidia shares are rallying again with the chip maker’s market value hitting $3.3 trillion. Any day now, Nvidia could surpass Apple as the world’s most valuable company.
Nvidia’s latest move higher comes as AI server makers Super Micro Computer and Hon Hai tout continued demand for AI hardware. Even the CEO of Microsoft is boasting on social media about how quickly his company is adopting Nvidia’s latest chips. (Nvidia’s graphics-processing units are well suited for the parallel computations needed for AI.)
While Nvidia basks in its success, the company’s brightest days may still be ahead. CEO Jensen Huang is optimistic the GPU maker can continue improving the performance of AI hardware, leading to more advances in AI capabilities.
In fact, Huang says, we haven’t seen anything yet in terms of AI innovation.
“We’re trying to make it go faster,” Huang said during a conversation with Arm CEO Rene Haas. The discussion came in the debut episode of a new podcast hosted by Arm, called Tech Unheard. The podcast launches Wednesday.
There are close ties between Huang and Haas and their companies. Before joining Arm, Haas spent seven years working for Huang as general manager of Nvidia’s computing products business. In 2020, Nvidia agreed to buy Arm for $40 billion. The deal fell through after regulatory challenges.
That familiarity was evident in the conversation between the two chip executives. They bantered about their shared history with some revealing dialogue mixed in.
Huang told Haas that Nvidia would drive additional performance—without additional energy and cost requirements—by going beyond the GPU, designing the entire computing system, from networking and switches to software and other chips.
“We want to drive the cost down so that we could deliver this new type of reasoning inference with the same cost and responsiveness as the past,” Huang said.
He added that AI chatbots would be able to research ideas, reason, and reflect on their answers more thoroughly by going through thousands of thought computations before reaching a conclusion. “The quality of answers will be so much better.”
But more than before, Huang is also talking up the power of software. It’s another area of strength for Nvidia, but one where the company doesn’t get much credit.
On this week’s podcast, Huang emphasized the importance of software and its compatibility with future hardware.
“The software that you developed for yesterday’s clusters like Hopper is going to run on Blackwell, and that software will run on Rubin [Nvidia’s future GPU architecture],” he said. “This architectural compatibility is really quite vital because the investment of the industry on software is a thousand times larger than hardware…all the software you write today will get better tomorrow.”
Huang noted that once software is put into production, it rarely dies inside companies. Nvidia’s software programming ecosystem, CUDA, is powerful because any new software can run on an installed base of Nvidia GPUs that is already in the hundreds of millions.
Despite Nvidia’s reputation as a hardware and chip company, more than half of the company’s engineers work on software. That’s likely a surprise to many investors—and one more reason Nvidia shares have room to run.
This Week in Barron’s Tech

Not worried about AMD's new chips at this time. They have made a claim it will outperform Blackwell in certain applications. However, seeing is believing. Many of Blackwell advantages are known. But we don't know what performance characteristics the new AMD part has. Blackwell has been tested and is a known part. If Jensen is correct, the Blackwell parts should be backward compatible with the Hopper parts. Are AMD parts going to be backward compatible? Also AMD supposedly won't be shipping the new parts until first quarter. In the past they haven't been accurate as far as production timing. I'm sure it'll be interesting when the comparison testing is done but at this point, their part isn't a concern. I'll worry more about it towards the end of Q1. Right now I'd like to hear more about India since that should make up for business lost in China. Modi seems to be very interested in Nvidia.

Exactly!! They are holding back on that right now.

NVDA's Blackwell Sells Out, AMD Unveils New A.I. Chips

Look at his posting history!

He's been saying the sky is about to fall, pretty much ever since he started posting on iHub. Probably it will fall some day. I believe we've got a ways to go before it does.

I wouldn't pay too much attention at the moment. JMO.

$NVDA Bull Sweeper
By: Theta Warrior | October 10, 2024

• $NVDA BULL SWEEPER



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So you think after the election they’re gonna short the crap out of this stock and drive it back down to the low 100s or even 90s ?

$NVDA $177 Million Worth of Bullish Premium So Far Today
By: Cheddar Flow | October 10, 2024

• $NVDA $177M Worth of Bullish Premium So Far Today

The total amount of premium $NVDA has seen recently is unparalleled to any other name, it's not even close



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once people get extra bullish at new record highs, its time to sell

Wall street cannot wait to short the SPY and QQQ after the elections

they will take all your money again