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Started By
Message
re: NVDA's rise and continued strength is amazing
Posted on 1/22/24 at 7:31 pm to slackster
Posted on 1/22/24 at 7:31 pm to slackster
quote:
I’ll come along for the ride with my current position but the high end of your range would put it worth more than Microsoft and Berkshire Hathaway combined.
We’re talking about being worth more than the current largest and 7th largest company in the US.
I am with you, but AI growth is unreal and charting new waters.
1
Posted on 1/22/24 at 7:59 pm to DarthRebel
Look I’m happy with the growth but man these numbers start to get insane.
Posted on 1/23/24 at 10:55 am to slackster
quote:
man these numbers start to get insane.
Very true. One big enough anti-AI story and it goes poof.
Would need to be substantial, but the AI legs are not firm and could be knocked out.
Posted on 1/24/24 at 9:06 am to DarthRebel
And the train keeps rolling
$611
$611
Posted on 1/24/24 at 9:37 am to The Egg
I wish my 18 shares were 180 shares
Posted on 1/24/24 at 9:38 am to The Egg
We at $620
This is becoming a MEME stock, but with actual financials and a product
This is becoming a MEME stock, but with actual financials and a product
Posted on 1/24/24 at 10:06 am to DarthRebel
quote:I have resisted getting in on it, so yall are safe...it should continue to blossom. If I break down and buy a dozen shares, I will PSA it.
Very true. One big enough anti-AI story and it goes poof.
Posted on 1/24/24 at 11:33 am to tigerfoot
AMD has been outperforming percentage wise with a chipset that has better performance in AI than NVDAs current product line.
Posted on 1/24/24 at 12:38 pm to Triple Bogey
agree...they're on a tear and a lot of folks view them as a cheaper AI play than NVDA...both are great long term however
it'll be interesting to see if AMD keeps going parabolic after earnings
it'll be interesting to see if AMD keeps going parabolic after earnings
Posted on 1/24/24 at 2:45 pm to Triple Bogey
quote:
AMD has been outperforming percentage wise with a chipset that has better performance in AI than NVDAs current product lin
AMD valuation makes basically no sense. It’s trading at 50-70% higher forward PE than NVDA at this point.
It’s expensive by every metric imaginable but people are piling in because it’s relative performance to NVDA had been so poor for most of 2023.
This post was edited on 1/24/24 at 2:50 pm
Posted on 1/24/24 at 11:37 pm to jlsufan
quote:
agree...they're on a tear and a lot of folks view them as a cheaper AI play than NVDA...both are great long term however
Cheaper how? Which folks view AMd as cheaper. Other than you, I have never heard anyone suggest that AMD is cheaper than NVDA by any metric. Barton’s just had an article questioning why AMD is more expensive than NVDA when NVFmDA has virtually 100% of AI GPU. Their current P/E is 1485 x. They’re trading at 47x forward.. NVDA is trading at 80x current and 30x forward earnings.
This post was edited on 1/24/24 at 11:42 pm
Posted on 1/25/24 at 6:10 am to go ta hell ole miss
quote:
Cheaper how?
I meant people wanting to get in on AI and seeing NVDA sp at 613 and while AMD is 170
Posted on 1/25/24 at 6:44 am to jlsufan
quote:
meant people wanting to get in on AI and seeing NVDA sp at 613 and while AMD is 170
Yeah I figured this was your point, which is probably accurate, yet terrifying. Buying a stock because the absolute price per share is lower than the price of another company is one of the most uneducated reasons you could possibly use to justify a purchase. I’m not calling out you, just the people that do this kind of thing.
Posted on 1/25/24 at 6:45 am to slackster
Sort of related
Posted on 1/25/24 at 6:50 am to slackster
no, i agree...it's like the hot chick's ugly friend phenomenon...also one of the reasons behind stock splits
Posted on 1/25/24 at 6:55 am to LSUcam7
I saw that tweet yesterday. It’s true but NVDA’s move has nothing to do with their minuscule US government deal. Her husband has always been heavily invested in tech, including NVDA.
We all hate Pelosi, but these unusual whale tweets are just red meat to people that won’t read anything more than a headline.
We all hate Pelosi, but these unusual whale tweets are just red meat to people that won’t read anything more than a headline.
Posted on 1/25/24 at 7:42 am to slackster
Yeah that’s usually the case for X.
That said.. it’s wild that Congress is able to take leveraged bets with all of the conflicts of interest at their feet.
That said.. it’s wild that Congress is able to take leveraged bets with all of the conflicts of interest at their feet.
Posted on 1/25/24 at 8:07 am to DarthRebel
quote:
Very true. One big enough anti-AI story and it goes poof.
Would need to be substantial, but the AI legs are not firm and could be knocked out.
sorry but AI is not a fad that we're waiting to see if it takes hold, can hold on and take off...it's as inevitable as PCs, the internet, and mobile devices were
Posted on 1/25/24 at 11:00 am to jlsufan
quote:
I meant people wanting to get in on AI and seeing NVDA sp at 613 and while AMD is 170
Ah. I see. That is a strange, but true phenomenon. Probably has some investors thinking more shares and it will tun up to NVDA prices.
This post was edited on 1/25/24 at 8:41 pm
Posted on 2/2/24 at 6:46 am to go ta hell ole miss
642 in pre this morning
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