Update from NVDA analyst day
Our Take: We believe that the sell-off due to the suspension of its fully autonomous driving test program in response to the Uber incident is somewhat over-done. We believe the temporary suspension of its self-driving test program will not have any impact on NVDA's near-term earnings and also does not change our longer-term view on NVDA’s fully autonomous driving market opportunity. We believe that this is a good entry point for medium-to-longer-term investors.NVIDIA engages in graphics processing unit (GPU)-based visual computing and accelerated computing platforms. The company has two segments, GPU and Tegra Processor, which are based on a single underlying architecture. The company's GPU product brands are aimed at markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence data scientists and big data researchers; and GRID for cloud-based visual computing users. The company's Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for game consoles and mobile gaming and entertainment devices.
Summit Insights Group LLC (SIG), founded by Srini Nandury in 2018, is a fundamentals-driven, technology-focused, equity research boutique. SIG analysts cover Semiconductors, Semicap Equipment, Enterprise & Application Software, and IT Hardware & Storage companies. The firm also provides insight into adjacent areas such as Mobile and Internet Technologies.
SIG provides deep, rigorous technology and financial analysis, unlike Wall Street analysis that is mainly driven by financial models. SIG principal analysts are known for their extensive industry experience, which we believe is essential to evaluate technology industry stocks. Each principal analyst has at least 5 years of hands-on industry experience prior to their tenure in equity analysis. SIG analysts are known for making non-consensus prescient stock calls.
SIG analysts follow more than 100 stocks regularly in the areas of Enterprise and Application Software, Storage, Networking, Security, Flash Memory, Big Data, Storage Networking, SSD and Processors. SIG analysts have access to the managements of both public and private companies to verify factual items from public comments or published statements, buttressing the integrity of our analysis. SIG analysts regularly attend industry conferences and visit startup companies to understand technology trends driving the industry. SIG is not a broker dealer, hence it does not have investment banking or trading conflicts. At SIG, we value integrity, our client interests and confidentiality above all else.
Mr. KinNgai Chan joined Summit Insights Group with 15 years of experience as an equity analyst covering the semiconductor sector at Rosenblatt Securities, The Juda Group and Sanders Morris Harris Group. Prior to his Wall Street career, Mr. Chan has held various positions in strategic planning, purchasing, marketing and business development in the PC and Communication systems, components and integrated circuits. Mr. Chan has interacted with leading technology companies such as Intel, AMD, Micron Technology, nVidia, Broadcom, Samsung, Toshiba, Western Digital as well as Asian ODMs. With over nine years of industry experience in the PC Semiconductor as well as the Communications Semiconductor industry, Mr. Chan is able to provide institutional investors with unique and differentiated research. Chan received his MBA from the University of Arizona and graduated Magna Cum Laude from California State University, Chico, where he earned his BS.
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