News

📰 $NVDA – Morgan Stanley on Nvidia: • Recent Selloff: Seen as a buying opportunity due to DeepSeek competition concerns. • Nvidia’s Position: Remains Morgan Stanley’s “Top Pick” despite long-term uncertainties. • Market Sentiment: Near-term business looks solid with demand for Hopper and Blackwell AI chips. • DeepSeek Impact: Acknowledged as creating some challenges, but Nvidia expected to manage these. • Growth Drivers: Confidence in Nvidia’s growth in AI inference; ASIC enthusiasm to return to Nvidia in H2. • Key Risks: More U.S. export restrictions, AI investment financing shifts, and negative sentiment. • Export Compliance: Morgan Stanley confident Nvidia complies with rules. • Outlook: Bullish, with stabilizing demand for Hopper chips and improving Blackwell supply. No change in major AI investment plans from data center customers. • Earnings Expectation: Positive outlook post-earnings, viewing the current dip as an entry point.

February 6, 2025
Frank

$NVDA – Morgan Stanley on Nvidia:

• Recent Selloff: Seen as a buying opportunity due to DeepSeek competition concerns.
• Nvidia’s Position: Remains Morgan Stanley’s “Top Pick” despite long-term uncertainties.
• Market Sentiment: Near-term business looks solid with demand for Hopper and Blackwell AI chips.
• DeepSeek Impact: Acknowledged as creating some challenges, but Nvidia expected to manage these.
• Growth Drivers: Confidence in Nvidia’s growth in AI inference; ASIC enthusiasm to return to Nvidia in H2.
• Key Risks: More U.S. export restrictions, AI investment financing shifts, and negative sentiment.
• Export Compliance: Morgan Stanley confident Nvidia complies with rules.
• Outlook: Bullish, with stabilizing demand for Hopper chips and improving Blackwell supply. No change in major AI investment plans from data center customers.
• Earnings Expectation: Positive outlook post-earnings, viewing the current dip as an entry point.