FBR’s Craig Ellis is coming out with confidence today on NVDA, especially after an encouraging chat with Senior Director of Automotive Danny Shapiro and IR.
Craig Ellis: We are encouraged with implications for 2018/19 Auto revenues for NVIDIA.
Susquehanna’s Christopher Rolland combs his fourth quarter PC SIGnals data with positive impressions of 4Q supply chain trends.
How long will bull run last for GPU makers?
Alex Sacerdote has crafted an over 80-year legacy of shrewd technology, media, and telecom expertise, having founded both his hedge fund firm Whale …
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.
