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Writer's pictureIshfaaq Peerally

More than Just Graphic Cards: Analysis of NVidia


Nvidia lost more than half of its market value in three months. Does it mean that it is a great opportunity to buy this stock or are things just going to get worst?

Nvidia was founded in 1993 by Jensen Huang who is still CEO of the company to this day. Today it is the largest computer graphic company in the world.

Its most notable product are GPUs (Graphic Processing Units) which are used mainly in gaming but over the years it has expanded its business to AI and even self-driving cars.

Two Business segments: 1. GPU - GeForce (gaming) - GeForce Now (cloud-based gaming streaming services) - Quadro (CAD) - Cryptocurrency specific GPUs

2. Tegra Processors used mainly for mobile devices - DRIVE (in self-driving cars) - SHIELD

Market: 1. Gaming 2. Professional Visualization (3D imaging, VR) 3. Datacenter (deeplearning) 4. Automation

The stock was aided a lot by the cryptoboom since many miners were using Nvidia GPUs for mining cryptocurrencies such as Bitcoin or Ethereum. Now that the boom is over, the sales of these devices fell and this led to a fall in the stock price.

Looking at the fundamentals of the company, we can say that it is still expensive. We should also look at competitors such as AMD, Intel, Qualcomm, Arm before buying this stock.

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