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hey everyone coach investor back in our nvidia video for today so this is not going to be an earnings preview video usually nvidia reports earning one of the last ones that i follow so probably at the end of february maybe even beginning of march but in this video we're gonna talk about the acquisition of arm should i say the abandoning of the acquisition of arm because yesterday we got some news about that which basically says that nvidia is preparing to walk away from arm acquisition the u.s chipmaker has told partners that he does not expect the deal to close the report said adding that softbank is stepping up preparation for an ipo now an ipo of arm i don't think it's going to be such a good idea because the growth of arm isn't great it's not a company like nvidia so i don't know if an ipo would be a great way for them maybe now that nvidia wanted to acquire them for 40 billion for softbank this is another way to exit but to me an ipo just doesn't make sense now oversee from nvidia site a spokesperson said that the company continues to believe that the acquisition provides an opportunity to accelerate arm and boost competition and innovation now yes i do agree that if nvidia were to acquire arm i do think that that makes arms business much much better but then again will they be able to be as open as they are today i don't know regulators think that obviously that's not going to be the case and last thing here i want to mention is that earlier in the day a european commission filing showed that the eu antitrust regulators have resumed their investigation of the deal and set a new deadline of may 25th for their decision so keep an eye out on that maybe we already get news beforehand that the deal is off we see what happens look obviously if you're an nvidia shareholder you would have loved for this deal to be concluded already because it adds a lot of value to the company on the flip side the company now does not have to spend 40 billion dollars yes there would probably be some breakup fees but still you certainly have what let's say 30 35 billion dollars that you can spend on something else share buybacks maybe higher dividend yield you know because nvidia has dividend payouts but it's basically paying out peanuts or you can just reinvest it in their own business so i would like to know what you think about this deal collapsing let me know down in the comments below but there are some other good news with regards to nvidia's business because basically if i were a shareholder i'm not a shareholder for nvidia in my main portfolio in my smaller one it is one of my holdings but i never really put arm into that calculation of investing i think nvidia as itself right now is already a great business to invest it's not cheap but the potential is huge so we're gonna have a look at that in a bit i'm gonna end with the charts as well but first i want to thank the monthly fool for sponsoring this video the multi foo i want to talk about the omniverse again a product not the metaverse it's a product that nvidia offers talked about that various times on this channel i think this is the most interesting most exciting part for me actually with regards to nvidia's business now and the future so we actually have here some little notes so omniverse could unlock over 100 billion dollars in total addressable market for nvidia it came from a node from ubs the analyst radiated a buy rating and a 350 price target and obviously this was behind a paywall so we go to reddit and on reddit someone is always nice enough to reveal every secret so ubs discussed the omniverse opportunity with the company's customers channel partners and industry expert we conclude that omniverse is in some ways similar to cuda as a platform to reduce friction and ultimately drive market expansion for nvidia's hardware solutions for the virtual world it is in some ways similar to the first browsers from the mid 1990s for a fledging internet i was born during that period although he acknowledged that certain aspects of omniverse are long-term 100 agree the analyst believes that ultimately omniverse could potentially open the next over 100 billion dollars in total aggressive market for the company as the 3d virtual work takes shape also very important to know that omniverse is a subscription product which will result in a predictive revenue stream in the years to come which is something investors love to see and again if you want to hear more about the omniverse what it is why it's so special videos in the top right corner now before i jump into a couple of numbers and the graph there is obviously the same stat i need to repeat because obviously the opportunity is huge so according to idc worldwide spending on artificial intelligence will jump from 85.3 billion dollars this year to more than 200 billion dollars by 2025 that's translating in a compound annual growth rate of more than 24.5 so there you have it now let's go and quickly look at some numbers so i'm here on stock cart again if you want to follow my portfolio link is down in the description below it's completely free but you can use the code couch investor if you want to go vip now if you look at this right here p e ratio of 72 all right still growing pretty fast price to sales ratio right now in this current environment to me this is still very very high or not maybe not very very high but still high 25 times sales not that cheap and this was the dividend yield i was talking before like i said peanuts and last thing is obviously the graph the stock is down 32 since its all-time highs it is now in the oversold zone in the last two days we see here two big green candles in volume so there have been some buying right now we're just underneath the 200-day moving average so keep an eye out on that 200 looks like a support because we can see that before that it was resistance and then back in october 2021 we see that it broke out after it rebounded on that 200 mark so keep an eye out on that in the coming days obviously like i said big earnings week this week and the next one big tech will probably guide this market up or down we'll see what happens obviously when you're watching this video we already know what microsoft have reported tonight intel and tesla you can expect an intel video tomorrow so stay tuned for that that will be it for this video i would like to know what your thoughts are on this whole nvidia situation is type of videos give it a thumbs up if you unsubscribe nd as always guys take care stay safe and see you all in the next video bye
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