Opinion on  NVIDIA Corp (NVDA)     Sector: Technology  >  Industry: Semiconductors
Bullish on NVDA ...

Stock is oversold. Growth in US may be stagnant, but expect growing demand from other countries, especially since weak dollar makes NVDA chips attractive. Management is very competent, CEO was a chip designer himself. Main competitor AMD has hit a rough patch and is too busy bleeding cash to make ATI competetive. Not too mention, low stock price makes it attractive buyout target, especially given its market postition & technological expertise. Given stalling semiconductor market, M&A could be attractive growth strategy. At a $121B market cap, Intel could easily absorb NVDA's $6b (Keep in mind this could draw the Government's attention).  Invest in NVDA for the long term, but you may be able to cash out early if they are acquired.