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re: NVDA reportedly rerouting orders previously placed by SMCI (NVDA's 3rd Largest Customer)
Posted on 11/6/24 at 9:48 am to Hammond Tiger Fan
Posted on 11/6/24 at 9:48 am to Hammond Tiger Fan
idk. the way i see it is you have a certain amount of money now, where is the best place for it to be sitting during this period you are prepared to wait?
Posted on 11/6/24 at 10:40 am to Double Oh
quote:
Does NVDA really need SMCI to buy there chips?
No, NVDA sells every gpu they can manufacture and they have long lead times.
Posted on 11/6/24 at 10:41 am to Hammond Tiger Fan
quote:
feel like I'm stuck and have no choice but to hold this stock (no matter how long it takes)
This isn’t an instance of missing EPS or bad press. Sounds like serious accounting issues. I’d take 50% over 0% if accounting fraud is on the table.
Posted on 11/6/24 at 3:05 pm to Norway
quote:
Let's all ignore that fact that 3 years ago NVDA dropped from a Pre-Split price of $400 to $100, because that was back in the dark ages and doesn't count.
Are we just ignoring the reason for the drop was mining with energy intensive GPUs was going the way of the do-do bird?
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