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all right so what has happened with nvidia this past couple of days the stock is down around 10 percent already this week and by the time i'm making this video it's down another two point something percent so there's something specific to nvidia or is this 2d broader semiconductor industry because amd is down as well intel is done as well qualcomm is not down that much because while they had that great news i made a video yesterday if you can watch that it's gonna be in the top right corner but what's happening with nvidia more specifically we're going to touch on in this video but first a little revisit at some of the financials and well how well nvidia has been performing in the last couple of years so as you can see right here free cash flow has been going up significantly in the last two years we're now at close to eight billion dollars in free cash flow in the last 12 months return on equity has gone up and now we're a bit down but again when you have a return equity of close to 42 you should be very very comfortable gross profit margin has been going up as well 65.25 and the drawdown from its peak is now officially down just over 50 percent so join the club of those huge huge companies that are down 50 from their peak and then for total revenue you can see that well back in 2017 it went up and then it went down significantly now remember what happened there the first huge huge crypto bull market and then the next crypto bear market but after that we've gone back up significantly so point number one negative point number one that might affect the stock price right now is maybe people think it might happen again we had this huge crypto bull market that ended well not so long ago so some might say that well their gpu sales might get affected by it because well miners might not be buying those gpus anymore so that's why sales will drop that's exactly what happened back in 2018 crypto market sales dropped obviously back then as you will see in just a bit gpu sales was obviously the gaming side of the business was very very big and very important to the business which is not the case today before we go and look at that if you want to support this channel to check out the link down in the description and in the pin comments to get the top 10 best stocks to buy now or go to full.com for slash couch investor and make sure to check out all the other links in the pinned comment so a quick reminder for those that didn't know so this goes back to q2 in fiscal year 2021 so a nice couple of quarters so back then the gaming segment was just a little bit smaller than the data center ones but since then it has well been bigger right 2.2 billion data center 1.9 it has become bigger and bigger and bigger obviously with covit that's the usual thing that happened there but right now q1 fiscal year 2023 data center has taken the lead again and as i said in the last couple of videos about nvidia i expect this trend to continue data center will continue to grow and that's how the company will be less dependent on these gaming cycles the gpu cycles whether it's for crypto mining or whether it's for gaming doesn't really matter because data center will just be much much bigger also the other segments since then and that's not so long ago right i showed you before from 2018 now from 2018 you can already imagine that these numbers from professional visualization auto were also a bit smaller but they are all growing quite nicely especially professional visualization which is omniverse which will be nvidia's ai which we're going to talk about in just a second auto obviously hasn't moved that much it's still a tiny tiny portion of their business but as you can see the fears of having another crypto winter and it affecting the business very very significantly well it's a different story today and remember with nvidia's omniverse and nvidia's ai they said in the last quarter in the earnings score that it will drive significant revenue in the future for the company the companies expect higher software sales in the future which will obviously increase margins now there was also some news that came out with regards to tsmc to hike cheap prices in 2023 so the prices will increase by six percent slightly less than earlier rumors indicated the earlier rumors indicated that it will be up to nine percent starting in 2023 now remember this was not the first time they hiked the prices so last year actually the smc increased prices on chips made using its n7 and n5 process technology by 10 percent while prices for the older ones the n16 antiquer nodes grew 20 so this might also play a part here in the fact that the price of the stock has gone down significantly not just because of the overall market but maybe some specific news with regards to the chip making industry now we also have some lasting here about md i know this video is about nvidia but maybe some amd holders are watching as well and that's the fact that well maybe md has been hacked so a report came out that when an extortion group allegedly has more than 450 gigabytes of amd's data and apparently the hack is due to some of its password being just passwords now again these are just well this was just a report remains to be seen what happens with that now see the password might just not be one two three four five six but uh we'll see we see what happens there obviously md is on it and again this just shows that cyber security is one of those huge sectors that still needs to grow and well apparently a lot of companies still need to upgrade their systems so overall that's that for nvidia there is some specific news to the industry not really specific news to the company itself the company itself still expects to grow quite nicely this year no also a quick note from the last earnings report and call remember they said that they are expecting to take a 500 million dollar hit in the next quarter because the china lockdowns and because of them well terminating the selling in russia and russia represents around two percent of the company's revenue so there you have it that's a quick recap of what's been happening with nvidia with md as well in the whole semiconductor industry i've talked about amd and qualcomm in the last couple of videos if you haven't checked that out the videos will be in top right corner now obviously have you been adding to nvidia have you been selling what's your game plan there and if you enjoy this type of videos leave it a thumbs up if you aren't subscribed video bye
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