저자: JoseNajarro · 외국인
요약 보기
엔비디아 4대1 주식분할 발표는 펀더멘털 변화가 없고, 분할로 소액 투자자 접근성이 높아져 단기 주가에 긍정적일 수 있다. 5월 26일 실적에서 칩 부족 영향, 게이밍(암호화폐 채굴·경기 재개 영향), 데이터센터 전분기 대비 성장 둔화 여부, 자동차 부문 성장, ARM 인수 진행을 확인할 계획이다. 실적 후 주가가 하락하면 매수할 것이며, 장기 투자 관점에서 어느 쪽이든 유리하다고 본다.
다듬은 글
so today nvidia announced a potential four to one stock split the company also has earnings next week and on today's episode i want to take a look at this recent news and i also want to share four things that i am going to be keeping an eye out for their earnings so let's get started so like i mentioned today on may 21st of 2021 nvidia announces a four to one stock split pending stockholder approval at the annual meeting set for june 3rd and if the approval does happen trading is expected to begin on a stock split adjusted basis on july 20th so this news has some investors excited right now the stock price is up about 2.5 percent but if we take a look at a long term of things the company is still down from its 52-week high it's down about 7.2 percent so for me a stock split has no real effect in the overall business so for me this is not a reason to buy or sell the stock right so fundamentally nothing has changed i do believe a good reason the stock price is up right now is this is gonna open up nvidia to other investors not every investor has the luxury of fractional trading like most of us here in the united states so i do believe this is gonna open up a new door for investors all right so now that we understand the recent news let's take a look at the upcoming earnings which are going to be wednesday on may 26 after the market closes there are four things i am going to take a look at but first make sure to hit the thumbs up guys make sure to hit the subscribe button it really does help out with the overall channel and let me know in the comments what are some of the things you are going to be taking a look at all right so the first thing i want to take a look at in their earnings is what kind of effect if any is the chip shortage having on nvidia right now and if it is having some form of effect is it in all their markets or is it in market specific so that's the first thing i want to take a look at so the second thing i want to take a look at is their gaming segment this is normally nvidia's biggest revenue segment and two things i want to take a look at one how's the crypto mining market affecting this gaming segment right now and the second thing i want to take a look at is now as certain countries are reopening i'm guessing more people are being outside less people are probably playing games how is that also affecting that market so i do believe right now we have two things to watch out in the gaming market and before we take a look at the third thing i am looking at in this earnings let's listen to today's sponsor i want to thank the motley fool for sponsoring this video motley fool 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 scout out new growth stocks and right now i have a discount for one of my favorite services the full offers through the motley fool of stock advisor services you get access to tons of expert stock picks every month you'll get two new picks that are aimed at growing your wealth and to help you realize your financial goals stock advisors average stock picks have done amazing returns if growing your money is something you'd like to do more of this year you can visit fool.com jose naharo or click on the link below for access to my special offer and decide if the stock advisor is right for you thanks again to the motley fool and now on to today's video the third thing i want to take a look at is their data center revenue right this is their second biggest segment of revenue and if we take a look at their previous presentations we can see that for quarter four which was their last quarter in quarter three there wasn't much growth in the data center realm i want to see how quarter one does compare to quarter to quarter four i do believe it's going to be strong growth compared the same time last year but i really want to see that quarter quarter growth is data center growth right now slowing down or or what's going on so that's definitely going to be super important to watch and the final thing i want to take a look at is their automotive segment this is such a small segment for the company if we take a look at total revenue for 2021 the auto made up about three percent of this company's total revenue even though it's so small i do believe there's huge potential in this market and in the past few months i want to say we've seen a lot of new contract deals with their nvidia drive platform so i don't expect crazy growth here but i am expecting some type of growth compared to previous quarters and i do believe this is pretty early for this segment as we are still in the beginning stages of the autonomous vehicle market and actually there is a fifth thing i am going to take a look at i want to see if management has any update on their acquisition with arm i don't believe there's going to be anything right now they're still just waiting on a lot of legal paperwork and approval from different governments and agencies i don't think there's much movement there but that's something i would definitely want to hear about in their upcoming earnings so that's it for today's episode like i mentioned nvidia is a big position in my portfolio and i don't expect any crazy crazy news coming out from the company if the stock price does drop after earnings i will probably be going on a buying spree if the stock price goes up i'm gonna be very happy so as a long-term investment either way is a win-win situation for me so i hope you guys enjoyed today's episode take care have a good night and see you next time
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