This fund guru is bullish on chip giants AMD and Nvidia.
Mizuho’s Vijay Rakesh believes it will become more important in 2018 for these semiconductor players to make waves in core PC/NB DT, and Data Center markets.
RBC’s Mitch Steves is a Nvidia bull who believes the recent surge in currencies points to substantial price appreciation in GPUs.
Canaccord’s Matt Ramsay believes NVDA is benefiting from the AI playing field and the chip giant’s growth momentum shows no signs of stopping.
FBR’s Craig Ellis anticipates NVDA could double or triple a current forecast of 25% in annual growth come F2019.
MKM notes while fiscal 2019 looks stronger after such a good Q3 from NVIDIA, valuation is not for the bulls.
Susquehanna’s Christopher Rolland boosts price target on NVDA following solid Gaming performance.
NVDA and DIS could experience volatility after today’s reports.
Rosenblatt: Nvidia’s datacenter segment will see robust growth on back of new Volta GPU momentum.
Rick Schafer: Data center and gaming momentum will bode well for NVDA’s anticipated quarterly outclass.
