Cowdell Investments, LLC

01/06/2025

Large companies like Microsoft are buying it's chips.

If Nvidia significantly exceeds conservative growth targets with help from Blackwell, the stock could rise despite slowing revenue growth, and the absence of a killer app for generative AI.

01/06/2025

NVDA is in breakout mode let's see where it closes today.

Send a message to learn more

12/20/2024

Smart people buy when others are selling

Berkshire Hathaway bought more than $560 million worth of stocks over the last three sessions.

10/22/2024

AI (artificial intelligence) frontrunner Nvidia’s ($NVDA) stock rallied to a fresh 52-week high yesterday following analysts’ bullish views. NVDA rose 4.1% to close...

10/21/2024

The dynamic duo of Cowdell Investments

07/24/2024

Scotty is she gonna hold. NVDA below the 50 day moving average of 118. Trading 114 to 115. Good support at those levels so far. If it breaks below 110 that would be a bad sign next stop 75 to 95 range that would be highly unusual, IMO. Should form a strong bottom here 114 to 117. Once it starts back up look for a price over $140 to $150 before year end, IMO. It will all come down to earnings on August 28th. If good, very good to outstanding the rally will continue if not it was a fun ride while it lasted. 🙂

06/24/2024

Market correction territory down over 10% The rest of the year forecast looks very good. Buy on dips, IMO.

Nvidia shares fell 6.7% on Monday, the chipmaker's third down day in a row, and the stock is now off 13% from its peak last week.

06/14/2024

Is Broadcom AVGO the next NVDA mover? 10 for 1 stock split record revenue.

Send a message to learn more

06/05/2024

Nvidia briefly passes Apple as second most valuable public U.S. company

02/21/2024

THANK YOU Nvida! Nvidia’s Data Center business is booming, up over 400% since last year to $18.4 billion in fourth-quarter sales. MOST other AI stocks moving up on this news.

Nvidia has been the primary beneficiary of the obsession with large AI models, which are developed on the company's pricey graphics processors for servers.

12/06/2023

https://www.cnbc.com/2023/12/06/meta-and-microsoft-to-buy-amds-new-ai-chip-as-alternative-to-nvidia.html

AMD's newest AI chip, the Instinct MI300X, could give big tech buyers leverage over Nvidia, if it works as advertised and is price-competitive.

11/05/2023

Good news for Utah and Silicon Slopes

Texas Instruments on Thursday broke ground on its new $11 billion, 300-mm semiconductor wafer fabrication plant in northern Utah County.