Nvidia's founder and CEO, Jensen Huang, has resigned amid investigations into two extramarital affairs, one with a direct report and the other with a possible Chinese spy. CFO Colette Kress will serve as interim CEO while Nvidia seeks a permanent replacement among internal and external candidates.
The AI infrastructure opportunity is massive, and Nvidia foresees $3 trillion-$4 trillion of annual AI infrastructure spending by 2030.
Nvidia’s customers are a handful of the largest Tech companies in the world, and they all have an incentive to eventually diversify away from Nvidia to some extent.
Metric | NVDA | AMD | INTC |
|---|---|---|---|
Price/Earnings (Normalized) | 23.71 | 100.20 | 112.63 |
Price/Book Value | 17.53 | 14.04 | 2.83 |
Price/Sales | 13.38 | 21.32 | 5.18 |
Price/Cash Flow | 23.16 | 69.96 | 15.30 |
Metric | NVDA | AMD | INTC |
|---|---|---|---|
Quick Ratio | 2.92 | 1.72 | 1.55 |
Current Ratio | 4.59 | 2.72 | 2.21 |
Interest Coverage | 492.39 | 46.83 | −8.99 |
Metric | NVDA | AMD | INTC |
|---|---|---|---|
Return on Assets (Normalized) | 78.47% | 10.63% | 5.80% |
Return on Equity (Normalized) | 106.66% | 13.55% | 11.41% |
Return on Invested Capital (Normalized) | 95.82% | 12.53% | 7.13% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd ADR TSM | LOCK|nW?D># | LOCK|$&? | $2T | |||
| Broadcom Inc AVGO | LOCK|qJvlr?#p | LOCK|?< | $2T | |||
| Advanced Micro Devices Inc AMD | LOCK|<&LG?#% | LOCK|vy!<? | $960B | |||
| Micron Technology Inc MU | LOCK|$&q!JGC | LOCK|rx | $903B | |||
| SK hynix Inc ADR SKHY | LOCK|?L!^!c | LOCK|&& | $662B | |||
| Intel Corp INTC | LOCK|Pr#mHF< | LOCK|&<< | $325B | |||
| Texas Instruments Inc TXN | LOCK|q$&YQNm! | LOCK|^Q> | $286B | |||
| ARM Holdings PLC ADR ARM | LOCK|@BvHvN< | LOCK|wgs | $214B | |||
| Analog Devices Inc ADI | LOCK|r?StV^m | LOCK|B%q | $198B |
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