falosecond.blogg.se - Nvda forecast 5 years

Inflation is rampant, supply chain issues remain, and Russia has closed the tap on Europe for energy… And that’s all while we try to reopen the economy we artificially closed due to the COVID-19 pandemic.

Provide my valuation based on two different frameworks for both stocksīusiness Update and Macro Discussion Recessionary Fearsįor the entirety of 2022, it’s felt like the entire financial community has been laser-focused on the odds of a recession. Perform a financial analysis between AMD and NVIDIA Provide a business update for AMD and NVIDIA And that’s after having crashed almost 50% off of their highs set in late 2021.īut can this trend continue? Do shares still represent a good value at today’s prices? And furthermore, how might a potential recession, and/or Chinese chip ban affect these stocks? Within this Article, I’ll: Flash forward to today, Nvidia’s shares 5X’d and AMD’s 10x’d. Just 5 years ago, Nvidia’s stock traded at around $40 a share, AMD, around $10 a share. Especially, the valuation of some of the most important chip stocks on the planet, Nvidia ( NASDAQ: NVDA ) and AMD ( NASDAQ: AMD ). It’s probably a bit too early to tell whether we are through the worst of it but now seems like a prudent time to pause and think about valuation.

The Chinese lockdown and pandemic-related supply chain problems have slowed chip fabrication. But on the other hand, the conflict in Ukraine threatens the global energy market and could spill into a global recession.įor growth investors, 2022 has been a rocky year… to say the least.Įntering the new year, I wondered if the tech stock crash of 2021 was behind us, or if we were at the start of something greater, something far more severe.

M&A should become increasingly more challenging for AMD and Nvidia, so I would expect their returns on invested capital to moderate/diminish over the long term.

Flash forward to today and Nvidia’s shares 5X’d and AMD’s 10x’d.

Just 5 years ago, Nvidia’s stock traded at around $40 a share, AMD, around $10 a share.

Can Nvidia and AMD sustain their impressive growth, especially in light of the new US ban on AI-Enabled Chip Sales to China on national security concerns?.