[Federico Castaldi Cuppari]

#3798

Hi everybody and Happy Easter!

I’m Federico Castaldi Cuppari, a 23 years old Master’s student in Strategy, Management and Control at the University of Pisa. I completed a double Bachelor degree in Business Management, studying two years in Pisa and attending the last one at the University of South Wales (UK). Here is my LinkedIn profile, with more information about my experiences.

I had the opportunity to get to know the SVST from your last year’s presentation in Pisa and from two friends who participated in the previous editions and told me how visiting the Silicon Valley positively changed their lives.

I like to always challenge myself and to go out of my comfort zone in order to improve myself. I’m particularly interested in innovation and in everything that represents an improvement for society. For these reasons, I truly think that the SVST would be a great opportunity for me! Indeed, I think that visiting the Silicon Valley, a place where everything is possible and where failure by itself does not exist except as a means to achieve success, would represent a huge boost for my personal and professional growth as it would further open my mind and would give me incredible energies to achieve my future goals.

 

Let’s now move to the interesting topics raised by Lorenzo.

I’ve never invested in cryptocurrencies so far due to the high levels of unpredictability that characterize this relatively new market. Indeed, since they are not linked to any value outside the digital world (apart from some cases), cryptocurrencies are instruments comparable to securities and are therefore subject to supply and demand fluctuations. The trends of the last two years have shown very high volatility, just think of the value of Bitcoins.

In this context, Nvidia is one of the companies that highly benefited from the development of cryptocurrencies, thanks to the interest in its GPUs coming from crypto miners, whose purchases represented nearly the 10% of Nvidia’s revenue in Q2’18 (as highlighted by Lorenzo). Indeed, while Nvidia’s market cap was around $15b at the end of 2015, it drastically increased since the crypto boom began in 2016: now, despite the sharp decline recorded between September and December 2018, the company has a market cap of ~$120b. Thus, Nvidia registered an 8x increase in its market cap in just three and a half years.

The performance of the cryptocurrency market assumes further value in the future of Nvidia, as it could represent an important revenue stream in a moment in which the company is facing new competition from startups, like the Chinese ‘Cambricon Technologies’ which aims to play an important role in the AI chip race.

 

So, here some cues for you:

– Do you think the cryptocurrency market will stabilize sooner or later?

– How do you see competition in the chip market? Will Nvidia manage to protect its leadership from the new challenges?

[Author]

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