NVDA: summary of GauchoChris posts

I first invested in NVDA last year. Since then I have posted a lot about NVDA and things related to NVDA. Below links to what I think are some of my more interesting posts.

6/2/2017: Post on AI changing the world:

http://discussion.fool.com/i-disagree-with-all-of-you-because-of…

6/5/2017: My first questioning whether NVDA can become the world’s most valuable company:

http://discussion.fool.com/nvda-has-grown-to-25-of-the-value-of-…

6/13/2017: Explaining why I first invested in NVDA:

http://discussion.fool.com/i39d-be-curious-how-others-who-are-in…

7/10/2017: Looking at NVDA in automotive after the 2017 Investor Day:

http://discussion.fool.com/nvda-in-automotive-32774249.aspx?sort…

7/11/2017: My first post on automotive being much more than just cars:

http://discussion.fool.com/i-think-of-the-aiautonomous-driving-m…

7/11/2017: On the accelerating pace of technology:

http://discussion.fool.com/i-did-like-his-quote-quottechnology-i…

8/10/2017: NVDA on selling brains and my conviction that NVDA may become the world’s most valuable company grows:

http://discussion.fool.com/nvda-monkeys-and-humans-32804992.aspx…

8/10/2017: My thoughts on Q2 2017:

http://discussion.fool.com/nvda-q2-results-32805515.aspx?sort=us…

8/10/2017: More thoughts on Q2 2017 and analysis of CEO Hwang on the call:

http://discussion.fool.com/nvda-more-highlights-from-the-q2-call…

8/11/2017: About technology acceleration, deflation, and long term falling cost of energy:

http://discussion.fool.com/qe-inflation-technology-and-energy-32…

8/31/2017: AI startups and why they probably won’t disrupt NVDA:

http://discussion.fool.com/4-potential-nvda-competitorsdisruptor…

9/1/2017: NVDA and Blockchain:

http://discussion.fool.com/nvda-blockchain-bitcoin-ethereum-3282…

9/30/2017: My 9/30/2017 portfolio update where I had some thoughts on NVDA:

http://discussion.fool.com/gauchochris39s-portfolio-9302017-3284…

9/30/2017: AI will change everything:

http://discussion.fool.com/nvda-ai-will-change-everything-328497…

11/13/2017: My thoughts after Q3 2017 earnings results:

http://discussion.fool.com/nvda-gauchochris-update-after-q318-32…

11/14/2017: Making money from selling brains:

http://discussion.fool.com/ajm-computation-complexity-of-the-bra…

11/27/2017: Why Bitcoin and cryptocurrencies is not that relevant to NVDA:

http://discussion.fool.com/nvda-nvda-and-bitcoin-32906317.aspx?s…

1/8/2018: NVDA keynote at CES:

http://discussion.fool.com/nvda-keynote-at-ces-32945128.aspx?sor…

1/8/2018: Software writing software:

http://discussion.fool.com/i-thought-that-the-most-significant-p…

1/26/2018: Is NVDA using AI in its company:

http://discussion.fool.com/nvda-earnings-date-2818-32964169.aspx…

1/27/2018: AI the most important technology is human history:

http://discussion.fool.com/nvda-ai-most-important-technology-in-…

1/28/2018: Every company will use AI:

http://discussion.fool.com/1-google-2-baidu-3-microsoft-4-amazon…

1/28/2018: More thoughts on companies using AI:

http://discussion.fool.com/chris-you-did-not-mention-that-nvidia…

2/3/2018: NVDA’s pace of innovation:

http://discussion.fool.com/and-a-product-that-is-just-slightly-b…

2/8/2018: Confirmation that NVDA uses AI inside its company:

http://discussion.fool.com/nvda-internal-ai-development-confirme…

2/9/2018: What’s a good brain worth:

http://discussion.fool.com/nvda-what39s-a-good-brain-worth-32979…

2/9/2018: Lookout when NVDA’s brains get decentralized:

http://discussion.fool.com/somehow-i-get-the-impression-that-you…

2/10/2018: Thoughts on one language becoming dominant:

http://discussion.fool.com/has-there-ever-in-the-history-of-soft…

3/22/2018: Automotive much more than cars:

http://discussion.fool.com/supposing-if-intel-ends-up-being-a-se…

3/23/2018: How much AI does NVDA use inside the company:

http://discussion.fool.com/i-have-now-listened-to-jensen-hwang39…

3/29/2018: Summary of GTC keynote:

http://discussion.fool.com/nvda-what39s-happening-33025996.aspx?..

3/31/2018: NVDA’s strategy to give away chips designs:

http://discussion.fool.com/nvda-gives-away-33027836.aspx?sort=us…

3/31/2018: Fears relating to self-driving car pedestrian death:

http://discussion.fool.com/nvda-self-driving-fears-33027842.aspx…

Chris

39 Likes

I take it you like NVDA Chris? :_)))???

1 Like

Chris, thank you. Nine months of posts, links collected.

I value your analysis, your posts. NVDA has become one of my top three positions by accident, or at least not portfolio balancing. I took an ‘entry position’ some time ago and have not had the conviction or investment attitude to buy in again. Up from $1 to $20, nice (percentage numbers). Buy more now? That’s new ground for me.

Again, best-in-class analysis, thank you. You done good.

-Kip