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Too late to jump into NVDA?

Posted on 1/26/24 at 6:52 am
Posted by PurpleSingularity
Member since Dec 2017
144 posts
Posted on 1/26/24 at 6:52 am
What are some of the peripheral plays that would trend with NVDA?

…thinking specific server technologies relative to AI, etc?
Posted by slackster
Houston
Member since Mar 2009
84752 posts
Posted on 1/26/24 at 7:05 am to
DLR

ASML
This post was edited on 1/26/24 at 7:23 am
Posted by ThermoDynamicTiger
Baton Rouge
Member since Jul 2008
1278 posts
Posted on 1/26/24 at 7:17 am to
See what nancy pelosi is doing.
Posted by Billy Blanks
Member since Dec 2021
3787 posts
Posted on 1/26/24 at 8:24 am to
I have no idea but I thought I was in too high when I bought. Now up 90 dollars.
Posted by kengel2
Team Gun
Member since Mar 2004
30731 posts
Posted on 1/26/24 at 8:51 am to
I bought what I could with whatever was left from that stupid SLI stock. Prepare for NVDA to drop like a rock.
Posted by StonewallJack
Member since Apr 2008
681 posts
Posted on 1/26/24 at 8:53 am to
IT IS CRASHING!! SELL SELL SELL
Posted by DaBeerz
Member since Sep 2004
16910 posts
Posted on 1/26/24 at 11:04 am to
You’re never too late, if you believe in the company long term.
Posted by UltimaParadox
Huntsville
Member since Nov 2008
40839 posts
Posted on 1/26/24 at 11:48 am to
TSMC is the only foundry they use
Posted by NardDog
New Orleans
Member since Apr 2015
249 posts
Posted on 1/26/24 at 7:57 pm to
AMD
Posted by KWL85
Member since Mar 2023
1129 posts
Posted on 1/27/24 at 10:42 am to
Late. But not too late. Don't put your lunch money in, but the company is winning. And will be for another year or two at least. Don't expect the same increases, but do you want in if it is better than average? A 20% increase over the next year is a reasonable bet.

AMD is also a strong player.
Posted by go ta hell ole miss
Member since Jan 2007
13616 posts
Posted on 1/27/24 at 2:31 pm to
quote:

AMD


Take a company that is 50% more expensive (based on forward earnings and orders of magnitude more expensive based on current earnings) and whose product and market share are inferior? That’s curious advice. What is the rational or basis for this recommendation?

Not too late for NVDA. It is going to be significantly higher in 18 months. At least 50%, likely more. I got downvoted a lot for suggesting META was going on a huge run a year ago. NVDA is going to make a similar run from where it is now.
This post was edited on 1/28/24 at 12:31 pm
Posted by tigersint
Lafayette
Member since Nov 2012
3548 posts
Posted on 1/27/24 at 4:08 pm to
I like it long term.

Be weary of the “AI bubble” tho. It will eventually pop.
Posted by Lake08
Member since Jun 2023
536 posts
Posted on 1/29/24 at 11:56 am to
AMD setting the stage tomorrow
Posted by go ta hell ole miss
Member since Jan 2007
13616 posts
Posted on 1/30/24 at 4:46 pm to
quote:

AMD setting the stage tomorrow


AMD is not currently comparable to NVDA, and won’t be for some time. They have ridden NVDA’s coattails up, but just don’t have a same quality product or market share. Maybe I am way wrong. Guess we’ll see when NVDA reports.
This post was edited on 1/30/24 at 5:02 pm
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