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Gil Luria — Sonic AI
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Gil Luria
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Gil Luria of DA Davidson has a neutral rating and a street low $90 price target on NVIDIA shares.
Expert perspective
Ed Ludlow
Feb 20
Believing in NVIDIA's current valuation implies a 2026 calendar year revenue of about $200 billion and earnings of about $4.5 to $5.
Expert perspective
Gil Luria
Feb 20
Gil Luria states that Anthropic's new agent technology is a milestone toward Artificial General Intelligence (AGI).
Expert perspective
Gil Luria
Apr 13
Gil Luria asserts that current AI models have advanced far beyond the Turing test and would have been considered AGI by the standards of four years ago.
Expert perspective
Gil Luria
Apr 13
NVIDIA's strategy of boxing multiple GPUs, CPUs, wiring, cabling, and firmware together in systems makes it harder for competitors to catch up.
Expert perspective
Gil Luria
Feb 20
Gil Luria identifies customer center software companies like NICE and Five9, along with workflow software companies like UiPath, as being the most at risk from AI agent technology.
Expert perspective
Gil Luria
Apr 13
Gil Luria believes infrastructure software companies like Snowflake, Datadog, and Microsoft are more insulated from AI disruption and are likely to benefit from it.
Expert perspective
Gil Luria
Apr 13
Gil Luria believes UiPath is the software company most exposed to disruption from Anthropic's new agent capabilities, as its Robotic Process Automation (RPA) is a pre-AI technology.
Expert perspective
Gil Luria
Apr 13
NVIDIA's strategy to create a moat around its chips involves owning proprietary software like CUDA and enhancing the product bundle.
Expert perspective
Gil Luria
Feb 20
DA Davidson's estimate for NVIDIA's 2026 revenue is far less than $200 billion.
Expert perspective
Gil Luria
Feb 20
NVIDIA aggressively moved from a two-year cycle to a one-year cycle for its data center products, incorporating new features and functionality into the Blackwell platform.
Expert perspective
Gil Luria
Feb 20
Jensen Huang and NVIDIA created the capabilities that make generative AI possible today, similar to how Elon Musk is responsible for the electric vehicle.
Expert perspective
Gil Luria
Feb 20
NVIDIA has significantly contributed to the cumulative earnings and performance of the S&P 500.
Expert perspective
Gil Luria
Feb 20
The five hyperscaler companies still represent a substantial amount of NVIDIA's revenue.
Expert perspective
Gil Luria
Feb 20
Microsoft, Meta, Amazon, Google, Tesla, and Elon Musk have indicated they will buy as many GPUs as NVIDIA can produce this year.
Expert perspective
Gil Luria
Feb 20
Google has caught up to NVIDIA in chip development, Amazon is catching up, and Meta and Microsoft are in earlier stages, suggesting these companies may buy less from NVIDIA in the future.
Speculative
Gil Luria
Feb 20
Google's TPUs are probably as good as NVIDIA's GPUs.
Speculative
Gil Luria
Feb 20
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