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Started By
Message
2
Posted on 5/22/24 at 1:06 pm to Double Oh
quote:
I keep hearing they going to blow earnings out the park
I'm ready
Posted on 5/22/24 at 3:23 pm to Granola
10 for 1 stock split announced up 4 percent after hours
Posted on 5/22/24 at 3:58 pm to Granola
Please when it splits to $100, in the next 2-3 years please go up to $1000 one more time im asking you nice.
Posted on 5/22/24 at 4:00 pm to Double Oh
The forecast for the stock looks good for the next 5 years or so. Hold and by more 
Posted on 5/22/24 at 4:02 pm to Double Oh
Plus dividend hike
Posted on 5/22/24 at 4:04 pm to Granola
Posted on 5/22/24 at 4:08 pm to Double Oh
quote:
Please when it splits to $100, in the next 2-3 years please go up to $1000 one more time im asking you nice.
I have been as bullish on NVDA as you can be for a bit now, but even I am not that optimistic. But we can dream!
This post was edited on 5/22/24 at 4:09 pm
Posted on 5/22/24 at 4:13 pm to go ta hell ole miss
quote:
quote:
Please when it splits to $100, in the next 2-3 years please go up to $1000 one more time im asking you nice.
I have been as bullish on NVDA as you can be for a bit now, but even I am not that optimistic. But we can dream!
Oh im dreaming for sure, hell just go to $500 that would make me very happy.
Posted on 5/22/24 at 4:15 pm to Double Oh
Buy more before or after June 7th?
Posted on 5/22/24 at 4:27 pm to Double Oh
If this happens it might retire me. Thank you baby Jesus.
Posted on 5/22/24 at 4:56 pm to DarthRebel
Up ONLY 6% after hours
Earning call going very very well.
Forecast rev 28bil. shatters estimates.
Beat estimates on eps and revenue.
Raised dividend from .04 to .10 per qtr.
10/1 split.
Sales up 262% yoy
I didn’t think I’d want to buy more at these levels but I’m starting to think we have a lot of runway ahead of us.
Earning call going very very well.
Forecast rev 28bil. shatters estimates.
Beat estimates on eps and revenue.
Raised dividend from .04 to .10 per qtr.
10/1 split.
Sales up 262% yoy
I didn’t think I’d want to buy more at these levels but I’m starting to think we have a lot of runway ahead of us.
This post was edited on 5/22/24 at 5:10 pm
Posted on 5/22/24 at 5:05 pm to DarthRebel
quote:
Buy more before or after June 7th?
I think its before June 6th is what i read
Posted on 5/22/24 at 7:25 pm to Granola
Posted on 5/22/24 at 7:37 pm to SlidellCajun
At some point they will be unable to keep up with demand and growth will have to slow. Since they will be unable to actually produce the hardware.
TSMC is not going to give them 100% of their production.
TSMC is not going to give them 100% of their production.
Posted on 5/23/24 at 12:26 am to UltimaParadox
quote:
At some point they will be unable to keep up with demand and growth will have to slow.
Or their margins will continue to expand.
quote:
TSMC is not going to give them 100% of their production.
They are already using Samsung and have been in discussions to use Intel Fabs IIRC.
Posted on 5/23/24 at 12:41 am to SlidellCajun
They have an entire industry by the balls for the short to intermediate term. I can’t believe they don’t exercise crazy pricing power when there isn’t a real alternative and investment levels can’t slow down in the AI arms race.
Posted on 5/23/24 at 6:22 am to lynxcat
Highest market cap in the world by end of year? It seems likely at this point. The only question is how soon they'll have competition. I'm out of my depth talking tech but my impression is that their ecosystem for development is as important as the GPUs themselves. Competitors will eventually catch up with the technology but the stickiness of their environment has to be the x factor long-term.
This post was edited on 5/23/24 at 6:30 am
Posted on 5/23/24 at 6:23 am to slackster
quote:
They are already using Samsung and have been in discussions to use Intel Fabs IIRC.
Neither Intel or Samsung have the capabilities of TSMC. They may be able to produce older designs there, but in the hardware race that's a pretty small window of usefulness.
Eventually the hardware will be a race to the bottom. They still have the software lock in, but big players are encroaching there.
This post was edited on 5/23/24 at 6:24 am
Posted on 5/23/24 at 8:48 am to UltimaParadox
up 9% to 1041.13 
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