Aktienanalyse zu NVIDIA Corp (NVDA)NVDANVIDIA Corp

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#USEarningsSeason October 26 | The AI growth story began long before chip manufacturing People often discuss the AI investment cycle through finished chips, data centers, and cloud platforms, but an important part of this story comes much earlier: chip design. That is why Cadence Design Systems ($CDNS) reporting third-quarter results today is worth watching. Cadence provides electronic design automation software that helps engineers design and verify increasingly complex semiconductor systems. As AI accelerators and advanced computing architectures become more demanding, the design process itself has become a critical link in the technology supply chain. I am not just watching whether revenue and earnings beat expectations. I want to know whether management sees demand in advanced computing continuing, whether customers keep investing in more complex chip designs, and what the company says about future growth. A strong report and positive guidance could boost market confidence in the broader semiconductor ecosystem. However, even with good results, if market expectations are already too aggressive or forward guidance lacks growth momentum, investors could still be disappointed. My view: focus on evidence of sustained demand, not just hype around AI. Companies supporting the infrastructure behind AI may offer valuable clues about the durability of the investment cycle. #GateSquare #CDNS #AI #Semiconductors $MU $SPCX $NVDA

As of Friday's close, the forward P/E ratios of the "AI bubble" stocks: $NVDA: about 17x $META: about 19.5x $TSM: about 19.6x $GOOG: about 24x $AMZN: about 26x $MSFT: about 26.5x S&P 500 overall: 18.7x So the six most closely watched AI companies in the world trade at valuation multiples roughly in line with the market average... while growing far faster than average. Does that mean you should buy them all tomorrow? No. P/E is just one piece of the picture. Growth, moat, debt, and the actual trajectory of earnings matter just as much. But the next time someone tells you the entire AI trade is a bubble, ask them which company specifically. Some are, some aren't.

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$CAP is back in the spotlight, but can this breakout clear $0.11? CAP is up over 41% today, reclaiming the $0.10 level after consolidating near $0.07. The move has strong momentum behind it, with price still above the daily Supertrend level of $0.06086. Levels I'm watching: Support: $0.100 to $0.0888 Key support: $0.075 to $0.070 Resistance: $0.1117 Major target zone: $0.1219 A clean break above $0.1117 could set up a retest of $0.1219. If price loses $0.10, it's worth watching whether it pulls back toward the breakout area. CAP has already put in an impressive move. The real strength comes next, in whether it can hold these gains rather than give them back. $NVDA #KOSPIFallsNearly4% #SpotGoldFallsBelow$4000