NVIDIA's Plan to Change the World
Listen now
Description
NVDA stock may still have potential due to their next big plan for the future: the Omniverse. Omniverse is a real-time 3D graphics collaboration platform created by Nvidia. It has been used for applications in the visual effects and "digital twin" industrial simulation industries. Demand for NVIDIA's AI chips will inevitably start to slow at some point, and when that happens, NVIDIA will need to have a recurring revenue stream implemented to maintain a level of stability in its revenues. Perhaps one of the other professional visualization software companies out there like Autodesk, Cadence, Synopsys, or PTC would make an ideal acquisition. What do you think? Will NVIDIA acquire a SaaS company in the near future to supplement its dismal $1 billion ARR? If so, which one? Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/Gu7Q8E58iTs.
More Episodes
UBTech may be the only publicly traded pure-play humanoid robot stock out there currently. Sure, there's Tesla with their Optimus robot, but they're hardly a pure-play. UBTech operates in four industries: education, consumer, smart appliances, and sector-tailored smart robotic solutions. We're...
Published 06/13/24
MO stock has been rising in popularity lately due to their juicy 8% dividend yield. Since part of our strategy here at Nanalyze inlcudes dividend growth investing, our subscribers have asked us to take a look at Altria stock and share our thoughts. One thing we've learned about high dividend...
Published 06/10/24
Published 06/10/24