The next Nvidia/Amazon/Facebook is…
May 2017 Special Offer – Sign up for Trading With Cody right now and we’ll refund your first month and you can cancel at any time at no charge. We’re confident that after getting access to all of Cody’s daily reports, Trade Alerts and investment portfolio that you’ll stick around for years, just as 90% of Trading With Cody subscribers have.
The big beat last night for Nvidia, and the reason the stock is hitting new all-time highs this afternoon, is because the cloud business is selling into servers and they talked about by name in their conference call—tell me if you’ve heard of these– Amazon Web Services? Facebook? Google? These are their customers who are using artificial intelligence/deep learning/server farm platform technology chips and chips sets from Nvidia. Amazon Web Services, Facebook, Google, Microsoft.
I mean, just about everyone you could possibly want to see is buying Nvidia chips and the cloud business was up double year over year. What even more highlights and underscores the incredible growth that Nvidia is seeing in the cloud was that they grew $266 million last quarter in their cloud/server business. Intel’s cloud/server business is 10x bigger right now in their revenue run rate annually and Intel grew $233 million in cloud/server business last quarter. So, as you can see, Nvidia is a huge cloud play now and it is yet another exposure to the cloud for us.
And then today, the company followed up that blow out earnings report with a release of yet another huge leap forward in their platform’s technology:
Nvidia has revealed its new Volta technology, which follows on from the current-gen Pascal graphics cards. And the first customer to use the technology, Tesla in their V100. Volta is Nvidia’s seventh-generation GPU architecture, and represents nothing less than a 5x performance improvement compared to Pascal in terms of peak teraflops.
Oh, yeah, Tesla’s another customer experiencing huge growth that Nvidia might like to be selling to.
So we bought Nvidia at $30 a share about 18 months ago and it’s not at $126 per share, and I’m still holding onto most of my shares. As I’ve said all along since we bought it, this company could eventually have a market cap measured in the hundreds of billions. It’s getting closer to that and there’s likely more upside in years ahead. Trading With Cody subscribers will get a Trade Alert in real-time the next time I start buying Nvidia and they’ll get a Trade Alert the next time I trim a little bit of my Nvidia. And if you want the next Google, Apple, Amazon, Facebook or Nvidia, I think I’ve got a few great picks for you, just like I had each of those names long before they were 5-baggers, 10-baggers or even 100-baggers for my subscribers and me.
Cody asked for testimonials this week from his what Trading With Cody subscribers and did they ever respond. Here’s what his real-life TradingWithCody.com subscribers, some of whom have been with him for many years, are saying about his Trading With Cody service right now.
“I’ve been a Trading With Cody subscriber for many years and have enjoyed it the whole time. Cody’s service has paid for itself over and over and provides me with both education and entertainment. To quote an old friend ‘I don’t always take all of Cody’s advice, but when I do ….’” – Moby, May 2017
“Not only does Cody Willard have an uncanny ability to pick revolutionary tech stocks for the long haul, netting his Trading With Cody subscribers huge gains, he’s dedicated to helping us keep those gains by trimming around our core positions and steering us clear of future bear markets, just as he has in the past.” – Tenacious Trader, May 2017
“I have recommended Cody before, and years later, I am still recommending him. I have learned a lot following Cody, his portfolio, and his investing philosophy. Whether you choose to follow his trades in lockstep, or whether you choose to use his holdings and trades as a guide to customize your own portfolio, I do trust Cody to navigate us through the really good markets, as well as the ugly ones. When things get ugly, I have to remind myself to zoom out and remember to see the big picture. And here is the big picture of what Cody has done for me over the past year, compared to the major indices.
The guy is always calm and gracious amidst the din of the market and us, his worry wart subscribers. But we are subscribers for a reason. Thanks, Cody!” – Steve, May 2017
“There are investment sites and advisors — and then there’s Trading with Cody. Let me tell you why when I see their auto-renewal charge come across once a year I’m comforted rather than at all concerned about the expense. Because with Cody Willard, you’re dealing with an accessible, articulate guy with a stunning record who, while not perfect, hits ’em out of the park (and beyond the parking lot) way more often than he doesn’t . . . who thoroughly explains and records each and every recommendation he makes . . . who lays out, and lives by, a don’t-go-crazy investment technique that gets you into and out of your transactions in a way designed to yield maximum gain with less risk . . . who offers a sounding board and valuable views (and free books) on trends and opportunities . . . who offers an around-the-clock member chat session that he often participates in . . . and who offers perhaps the friendliest and most competent member services and technical staff in the business. I don’t just trade. I ‘Trade with Cody’ because for me he makes investing a friendly, de-mystified — and very often, successful — pursuit.” – Ed, May 2017
“Trading with Cody is a great way for the busy average person to get insights into investing ideas and the market trends early. Instead of day trading or attempting timing each move against the market, Cody aims to be in the innovative companies early or appropriately. His non-emotional approach to the market and coaching is a very reassuring contrast to the whiplash inducing changing headlines one is otherwise exposed to.” – Ben, May 2017
“Aside from being a straight shooter he is a solid individual. Over the years that I have been with Cody I feel very comfortable with his understanding of what makes the Market tick. What I learned from him is patience, and more importantly that I make decisions of how much to buy and when to sell. I look forward to his commentary and over the years I have not only profited by using his service but appreciate how decent and smart he is.” – Marvin, May 2017
May 2017 Special Offer – Sign up for Trading With Cody right now and we’ll refund your first month and you can cancel at any time at no charge. We’re confident that after getting access to all of Cody’s daily reports, Trade Alerts and investment portfolio that you’ll stick around for years, just as 90% of Trading With Cody subscribers have.
