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re: Is it time to short NVDA ?
Posted on 2/22/24 at 5:03 pm to go ta hell ole miss
Posted on 2/22/24 at 5:03 pm to go ta hell ole miss
quote:
The only thing more hyped than the recession that was coming in 2022, and then 2023 is the demise of NVDA. NVDA is so fundamentally different than anything in the dotcom bubble that it is comparing apples and bowling balls.
Agreed. Their revenues and profits are up over 3x in one year. Absolutely insane run. How long it continues is anyones guess, but this has been wild to witness. No way I would short this thing or anything in the chip space for that matter. I'm also happy to be an AMD holder. Congrats longs.
Posted on 2/22/24 at 5:32 pm to Triple Bogey
All the money going into the one "chip" basket seems dangerous.
Posted on 2/22/24 at 6:05 pm to boogiewoogie1978
quote:
All the money going into the one "chip" basket seems dangerous
Clearly you don’t know the company.
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?
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 2/22/24 at 8:41 pm to go ta hell ole miss
I wish I would have started believing in them sooner.
I was a skeptic and I paid for it.
They are in a very advantageous position with an incredibly sound balance sheet.
I was a skeptic and I paid for it.
They are in a very advantageous position with an incredibly sound balance sheet.
This post was edited on 2/22/24 at 9:11 pm
Posted on 2/22/24 at 10:14 pm to Hayekian serf
What an incredible last 2 months of this stock . Just incredible
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.
Posted on 3/4/24 at 1:17 pm to Gumbo Gary
Just doing a health check on you Gary, to make sure you are OK.
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