January 12, 2013
NVIDIA (NASDAQ: NVDA ) is an incredibly complex company. The reality is, getting a grasp on a field like graphics processors takes quite a bit of dedication. We've compiled a premium research report that digs into the company. Here you can review a quick "cheat sheet" that lists three reasons to both buy and sell the company to help hone your research. We hope you enjoy this sample of our report.
3 reasons to buy
- The Tegra mobile chip business continues to put up healthy growth and gain traction in the marketplace, particularly among high-profile tablets like the Nexus 7 and Surface. Within a relatively short period of time, NVIDIA has already established itself as a force to be reckoned with in mobile applications processors.
- NVIDIA's professional-grade GPUs continue to gain traction in supercomputing applications, which is a new opportunity for NVIDIA to gain exposure to cloud computing. This is a threat to Intel, whose processors have historically powered supercomputers, but could be a boon to NVIDIA's results.
- The structure of the GPU market favors incumbents, due to high barriers of entry tied to heavy research and development costs. AMD is NVIDIA's primary competitor in the discrete GPU market, and remains in turmoil amid a significant restructuring that entails laying off 15% of its workforce. NVIDIA should be able to capitalize on its rival's missteps in its most important sector.
3 reasons to sell