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re: Is it time to short NVDA ?
Posted on 2/22/24 at 7:35 pm to Triple Bogey
Posted on 2/22/24 at 7:35 pm to Triple Bogey
quote:
Their revenues and profits are up over 3x in one year. Absolutely insane run
What is driving this?
What happens if that catalyst slows or is overhyped?
2
Posted on 2/22/24 at 8:09 pm to Helo
quote:
What happens if that catalyst slows or is overhyped?
NVDA price isn’t going to 3x in the next 2 years or anything. It will slow down due to the sheer size and tougher comps over time.
Posted on 2/23/24 at 9:50 am to Helo
quote:
What is driving this?
A lot of the bears seem to think that there are a ton of companies that are double ordering with no intentions of filling their orders, but they just need to be on the list in order to get some of the GPUs.
I think like all things, competition over time will get more difficult and margins will compress and it won't be a winner takes all situation the way it currently stands.
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