Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 558

The outlook for Nvidia, from a long-time investor

Nvidia is now the third largest company in the world. It is larger than Tesla, Meta, Alphabet, Amazon and Saudi oil giant Aramco. Despite this scale, the company grew quarterly revenue at +265% year on year as reported in its latest earnings call. The data-centre segment grew an astonishing +409% year on year. Even as we become strangely accustomed to Nvidia’s beats and raises, this kind of growth should in no way be perceived as anything even remotely resembling normal in the stock market.

Its size and speed, for a company this large, has not been seen in recent history.

Our history with Nvidia

Nvidia has featured in portfolios managed by Loftus Peak since the beginning of 2016. Back then, the share price was around US$8 (after adjusting for the company’s stock splits).

At the end of 2016, Nvidia’s data centre business had grown just +145% (!) year on year and accounted for 12% of total revenue (gaming was 60%). Nvidia was the graphics processing unit (GPU) specialist and it disrupted, in a way, the incumbent central processing unit (the CPU). By processing independent calculations in parallel, Nvidia offered a far more efficient hardware solution for dealing with large calculations.

We held Nvidia as the company grew, powered by the cyclical gaming business and the secular data-centre business, of which Artificial Intelligence (AI) was a driver. We believed the company could grow revenues a little bit faster than 20% p.a. across the next five years. This was the basis of our investment between 2016 to 2022.

Figure 1: Using these assumptions, Nvidia featured in the portfolios we manage

Source: Loftus Peak

Nvidia went through our price target in late 2021 and we exited all together, up around 10x on initial entry price. The 2022 sell-off brought the company back into an investable range.

Then AI came along…

The nature of Nvidia’s disruptive edge has not changed since 2016. However, the demand for its cloud compute has exploded due to AI and Large Language Model workloads. This is the fundamental driver of the company’s incredible growth.

Figure 2: We understood the potential, but we did not expect the pace of growth

Source: BBG, note that the Nvidia financial year is eleven months ahead of the calendar year.

The translation of AI demand into Nvidia revenue became clear to us from February 2023. We increased our growth assumptions, our price target climbed and we lifted the company’s weight in the portfolios managed by Loftus Peak. After falling -50% in 2022, the stock grew +239% in 2023, and has approximately doubled in the 2024 year to date.

What comes next?

Commentators flit between euphoria and scepticism. To confuse matters further, projected earnings upgrades make the company appear as one of the cheaper semiconductor names on a forward P/E basis. Some cynics have acquiesced. This capitulation combined with the capex numbers from customers like Meta and Microsoft have fuelled Nvidia’s share price.

But for the Fund, investing in AI, in a risk-controlled way, requires some level of diversification.

This is because within Nvidia’s enormous growth numbers are the seeds of a downward move in the valuation. Nvidia is forecast to generate sales of around US$105 billion by the end of 2024 and US$127 billion by the end of 2025 – but this last figure implies a reduction in the growth rate from 100% to just 20%! Investing in AI therefore is very different to using AI.

This is the reason that the Fund holding in Nvidia has been cut by around half over the past 6 months. It is not because of scepticism on the AI roll-out, but because the share price as it stands better reflects the shape of that roll-out to come, and so is now less attractive.

Just to be clear, there is more value to be had from investing in AI. The hardware build we have seen should be viewed as a prelude to a usage and device boom which has yet to be captured, in a return sense, from other major players including Qualcomm, AMD, Apple and Alphabet among others.

But reducing the exposure to companies such as Nvidia provides more room to invest in other companies that we believe are more prospective and not so richly valued, and on which future returns will be earned.

 

Alex Pollak is Chief Investment Officer and Co-Founder of Loftus Peak. This article is for general information only and does not consider the circumstances of any individual. Loftus Peak Global Disruption Fund (ASX:LPGD) is available to investors on the ASX as an active Exchange Traded Managed Fund.

 

5 Comments
Ces
May 03, 2024

NVIDIA is the best of best. I purchased 5000 shares of NVIDIA back in 2015 and still keep on buying now at $850 plus). This company is going to be a 4 trillion company in the next 5 years. First mover advantage and the moat Jensen has created over the past 20 years makes NVIDIA unstoppable. Wait and see, Apple (they are so far behind in the AI race, stock has gone sideways for years) will be incorporating NVIDIA GPUs and Tim Cook will shaking hands with Jensen (as did Sam Altman). Cheers Ces

Tim
May 03, 2024

5,000 shares pre the 2021 stock split is now 20,000 shares. That's over A$26M worth of NVDA. Well played!!
Most say AI isn't even factored in to AAPL's price yet.

Ces
May 04, 2024

NVIDIA and AAPL had a bit of a fall out many years ago blaming each other for some faulty software, it played out in the courts. Moving forward.... Jensen (DaVinci) would love to incorporate Blackwell into the Vision Pro however AAPL does not do B to B and Cook wants to stick to being a consumer product (cut of your nose despite ya face LOL)... The developers conference is coming up, lets see if AAPL pull a rabbit of of the hat... They did do a billion dollar buyback...perhaps they will, who knows what they announce with AI at the conference, they certainly have not mentioned AI until yesterday when they announced their earnings.. I know one thing is for certain I'll keep on buying NVIDIA on the dips, to date have not sold one NVIDA share to date :-)

Bobby H
May 03, 2024

It is mind boggling growth. It's interesting how many investors say that it's difficult to pick winners from the AI revolution and that we won't know for some time - well, Nvidia is already a winner, so congrats for riding that wave.

Dean
May 02, 2024

There's certainly a lot to be said about Nvidia, just look at how the mag 7 are spending on AI infrastructure and how they are gearing up for the AI revolution. At the moment, there is only one game in town, with all roads leading to NVIDIA. It's an incredible time to be alive with accelerating computing and AI; who would have thought only one company would hold the keys to both revolutions? The Blackwell GPUs will be another gamechange and we haven't even mentioned software :)

 

Leave a Comment:


RELATED ARTICLES

Opening Gates: AI is as revolutionary as the internet

It's time small and mid-caps play catchup

Reports of tech's death are greatly exaggerated

banner

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

Latest Updates

Shares

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

Exchange traded products

AFIC on its record discount, passive investing and pricey stocks

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

Superannuation

Hidden fees are a super problem

Most Australians don’t realise they are being charged up to six different types of fees on their superannuation. These fees can be opaque and hard to compare across different funds and investment options.

Shares

ASX large cap outlook for 2025

Economic growth in Australia looks to have bottomed, which means it makes sense to selectively add to cyclical exposures on the ASX in addition to key thematics like decarbonisation and technological change.

Property

Taking advantage of the property cycle

Understanding the property cycle can be a useful tool to make informed decisions and stay focused on long-term goals. This looks at where we are in the commercial property cycle and the potential opportunities for investors.

Investment strategies

Is this bedrock of financial theory a mirage?

The concept of an 'equity risk premium' has driven asset allocation decisions for decades. A revamped study suggests it was a relatively short-lived phenomenon rather than the mainstay many thought.

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.