Viv Govender | Why Nvidia’s Earnings Matter More Than Ever
Nvidia’s latest results may have confirmed something far bigger than just another earnings beat.
AI is no longer merely a software-driven theme. The next phase is increasingly centred on the infrastructure required to support large-scale deployment.
In this article, Viv Govender explores:
• Why Nvidia’s muted share price reaction may actually matter
• How enterprise AI adoption is driving explosive growth
• Why the real AI opportunity may extend far beyond Nvidia itself
• The infrastructure bottlenecks shaping the next phase of the AI economy
• The most important investment themes of the decade
Read the full article here: https://t.co/FhrUaf71Rn
#AI #ArtificialIntelligence #Nvidia #Semiconductors #Investing #GlobalMarkets #TechnologyStocks #DataCentres #PortfolioManagement #RandSwiss
From my show this morning
No rush to be buying in this market
° @GaryBooysen weighs in on FirstRand upping its stake in Optasia. Will they one day buy it out? Plus, analysis on the market as the war marches on. Buy the dips? Buy gold? Buy defensive?
° Meryl Pick of Old Mutual Investment Group on why the closure of the Strait of Hormuz is more about insurance than actual closure by Iran.
° And, my thoughts on the fuel price increase set for next week (+R5 for petrol and +R9 for diesel). What's the plan?
https://t.co/HH4pVs3QGO
I chatted with @GaryBooysen this morning about record highs and the strong Rand and value on the JSE.
Also @CharlesHSavage on @PurpleGroupPPE results
https://t.co/ANeF6l2edI
Looking for a CFD broker? Here’s how to pick one with @GaryBooysen
Santova results and acquisition with @keithmclachlan
Two new Standard Bank structured products; China and gold.
https://t.co/UyY0R4aVDI
The Financial Mail and Krutham named Rand Swiss South Africa’s top online trading platform. Join us online tomorrow at 18h00 and see why it’s trusted by SA’s top traders: https://t.co/5U6Xup3bZ2
The Financial Mail and Krutham named Rand Swiss South Africa’s top online trading platform. Join us online tomorrow at 18h00 and see why it’s trusted by SA’s top traders: https://t.co/5U6Xup3bZ2
Tonight at 18h30! Catch @smalltalkdaily Anthony Clark’s quarterly update on his top 10 small & mid-cap stocks. Don’t miss his latest insights and market outlook: https://t.co/V9Piy5WWoz
#Stocks#Investing#MidCaps#SmallCaps
Had a query asking "as context, how has your 2023 top stocks list performed....given you show your 2024 list".
My top stocks for 2024 (as I post) is +44.39% year-to-date
My 2023 list which I've just updated with current prices + dividend adjustments + indices since selection date for all in early-2023
Top Stocks of 2023 +56.46% (to date)
JSE Small Cap Index +30.40% (to date)
JSE Mid Cap Index +20.02% (to date)
ALSI Index +19.92% (to date)
Will discuss this - and more - in my October 2nd webinar at 6.30pm with @RandSwiss@GaryBooysen Have you registered yet?
https://t.co/m2kiaH39nB
📢 Join our Wealth Academy Webinar on 15 August 2024! Learn about SA’s new Two-Pot System with Wealth Advisors Kyle Furlong CFP® and Jaco Eagar CFP® and @ninetyone_sa Head of Advisor Services, Jaco van Tonder at 13:00. Register now: https://t.co/gKRn9FF1pZ