저자: CoachIves · 외국인
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엔비디아는 게이밍·데이터센터·전문시각화·자동차 등 성장 사업을 보유한 핵심 반도체 기업으로, 향후 10년 내 시총 1조 달러 도달 가능성이 크다고 주장. 최근 실적은 매출 56억 달러(+84% YoY), 데이터센터가 가장 빠르게 성장. 4:1 주식분할 발표로 주가 33% 상승. ARM 인수(약 400억 달러)는 규제 문제로 지연 중이나 올해 답이 나올 것으로 전망. 개인적으로 현재 미보유.
다듬은 글
hey everyone coach ives here back to another video for you today so this is the last part of my semiconductor series we talked about intel we talked about md if you haven't watched all those are going to be in the top right corner and in the description below this video we're going to focus on nvidia and why i believe this company is probably going to hit a trillion dollar in valuation this decade it's probably also going to be one of the biggest and most important companies for the future because nvidia isn't just making gpus graphic cards for video games they are focusing on so many more things autonomous vehicles ai specifically data centers crypto currencies we're going to talk about all of this in this video we're also going to talk about obviously the potential acquisition of arm what that could mean for the future of nvidia so stay tuned for that before i do so i just want to thank everyone that has been subscribing lately all the way to 16 000 subscribers and if you haven't subscribed to this channel and you like it maybe hit that subscribe button and if you like these videos leave an early thumbs up as it really helps me out grow the channel and get my videos out there i would love to thank the motley fool for sponsoring this video and again these are my views and my views only and now maybe a little magic trick the motley food is a company that provides investing insight and stock recommendations for investors of all skill sets and risk levels you guys know i love finding new investing tools and resources to help me find the latest growth stock and innovative company and right now i have a discount for one of my favorite services the full offers through the motley fools stock advisor service you get access to a ton of expert stock picks every month you'll get two picks that are aimed at growing your wealth and to help you realize your financial goals stock advisors average stock picks have returned over 500 percent if growing your money is something you'd like to do more this year you can visit www.food.com couch investor or click on the link below for access to my special offer and decide if stock advisor is right for you now let's dive into this all right before we jump into the earnings report if you weren't following nvidia before the stock is actually up 33 this past month to around 740 745 almost close to half a trillion dollar in market cap obviously it's an expensive stock it's an expensive company but you're paying a premium because this company is growing super fast as we can see right here their last earnings report was nothing short then incredible revenue grew 84 year-over-year to 5.6 billion dollars gross margins 66.2 percent operating income up 112 to 2.5 billion dollars net income up 107 to 2.3 billion dollars diluted earnings per share up 103 to 3.65 obviously these were all beats compared to the consensus cash flow from operations also up 106 percent to 1.8 billion dollars now the revenue is cut into a couple of segments obviously the biggest one still is the gaming segment as you can see from the last couple of quarters that's the biggest one but actually the one that has been accelerating the most is the data center i think right now gaming is 47 data centers is 40 the exact numbers we're gonna look a bit later but data centers has been accelerating the fastest professional visualization is around flat let's say the auto side of the business has actually been decreasing for a couple of quarters but then picked it up again q2 fiscal year 2021 and since then it has been going up and i expect this segment actually to grow further each and every quarter each and every year as we move towards more smart vehicles autonomous vehicles we're gonna talk about that as well and then the last one oems and other segments also growing pretty well also by the way if you didn't know they announced a 4-1 stock split the exact date of the split is not known as of now but again if you cannot buy a full share of nvidia right now because you don't have access to fractional shares then maybe you might wait a bit and that might also actually be a reason for the stock to be up 33 because usually when a company announces a stock split for one reason or another the stock price goes up we've seen that with apple we've seen that with tesla we've seen that with i believe the trade desk and we're seeing it right now with nvidia as well just something i wanted to add and this again is the core business of nvidia like i said before so i was right gaming 47 data centers forty percent professional visualization six percent then automotive only three percent so where do they see the growth for all four of them for for the gaming side quite the obvious one actually expanding population of gamers esports virtual reality rising production value of gamers gaming and creator laptops for the data center which we can see here fiscal year 2021 revenue of 6.7 billion dollars a five-year compound annual growth rate of 82 by far the biggest one out of all four of them and how do they see this one growing so fast growing adoption of ai in every major industry rising compute needs unmet by conventional approaches such as the x86 cpus these are the ones that intel are making actually and melanox networking the israeli company that they acquired i believe a year or two ago for the professional visualization you can see actually crazy stats here 90 plus percent market share in graphics workstations that's in media and entertainment architecture engineering construction public sector and how do they see that growing well again the same thing expanding creative and design workflow mobile workstation rising adoption of ar and vr across all industries that's also healthcare architecture engineering you name it and then the last one the automotive part right now the current revenue is driven largely by infotainment but as we move further into the future obviously with autonomous vehicles for software or hardware they will need nvidia for that help all right so i hope that by now you understand how big nvidia is today how important they are in all of those industries and how big they will become even in the future because as we've seen with intel with nd with obviously all the other companies we're not going back in time we're actually accelerating right now the digital revolution we're not near the peak not at all we're gonna need way more semiconductors in the future than what we have today so obviously company like nvidia is going to be very very crucial now another crucial point here for nvidia and the bull thesis for investing in nvidia is their potential acquisition of arm they are expected to acquire arm for around 40 billion dollars right now because of antitrust issues the obviously the acquisition has not gone through yet and that's why the company like qualcomm prepared to invest in arm as regulators threatened to block nvidia's 40 billion dollars acquisition but if the acquisition is not blocked and nvidia can acquire arm arm by the way is a british company that designs chips so if they acquire arm their number one priority is actually to bring nvidia's gpu and aiip intellectual property to arm powered chips the ceo continued by saying last year arm licensees sold 22 billion chips nvidia sold last year roughly 100 million chips so you see what the impact can be we believe all of those chips in the future are going to include ai computing we believe all of those chips in the future will support accelerated computing and we don't have to build all of them we would love to extend our architecture to all of them now obviously there is a risk of the deal not going through because of well regulations and i do understand why this deal has been dragging on because well it's quite a significant deal 40 billion dollars maybe having a monopoly antitrust issues et cetera right now is really in the spotlight we've seen with amazon facebook apple google so it probably will take some time but i do believe that we will get answers this year now last topic i want to touch on is obviously cryptocurrency and nvidia co mr leather jacket has talked about this as well recently so he believes that we're moving towards a crypto metaverse we've talked about the metabours before i'm going to make a specific video about the metaverse in the future but right now let's say with the metaverse regarding nvidia something that's really appealing to them is obviously ethereum ethereum miners so nvidia released in february a graphics card for ethereum miners the nvidia cmp cryptocurrency mining processor and at the end of may nvidia had made 155 million dollars from its cmp cards huang said in may cmp yields better and producing those doesn't take away from the supply of geforce geforce the graphics card for a laptop a computer and so it protects the supply for the gamers because obviously right now if you go on best buy on one of this website and you look for an nvidia graphics card most of the time those are going to be out of stock or probably priced super high because well global ship shortage right so to conclude if you have not been paying attention to nvidia maybe you will be paying attention now i believe this company is going to be one of the biggest and most important companies in the future it's not going to happen tomorrow or in the next month it's going to take some time but let's say in 10 years i do believe nvidia to be worth more than 1 trillion i do believe nvidia will be one of the biggest companies and most important companies in the world because what we're moving towards a world where everything is going to be digital every device will need maybe ai capabilities super computing capabilities lots of semiconductors who better to provide those than nvidia i currently do not hold nvidia in my portfolio i did have it a while back lesson learned let your winners run now let me know down in comments below if you have some nvidia shares in your portfolio or if you're planning on buying some it will down in the comments below and if you like these videos leave it a thumbs up if you haven't subscribed to this channel maybe hit that subscribe button as always guys take care stay safe and see you all in the next video bye
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