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Nvidia
Posted on 11/9/26 at 1:48 pm
Posted on 11/9/26 at 1:48 pm
Anybody buying at this point??
Posted on 11/9/26 at 2:08 pm to WC HICK
Added a few shares to my base avg of 98 this morning.
Posted on 11/9/26 at 2:31 pm to WC HICK
NVDA is crushing my soul right now. I really hope he didn’t pass any classified information, and if he did I really hope they don’t try and cover it up. DOJ needs to take this seriously
Posted on 11/9/26 at 2:42 pm to WC HICK
quote:Not yet.
Anybody buying at this point??
I'm going to let this stuff shake out more.
Concern is three-fold.
1) Does Jensen Huang step down or get canned? Looks like a "No," but the story is still developing. If he is out, the pps will drop.
2) NVIDIA still does some business in China. How will that business get hit? What will the impact as a % of overall sales be?
3) Was NVIDIA nefariously transferring chips to China through intermediaries? Would be a worse case scenario => 30% pps drop, or more.
Posted on 11/9/26 at 2:45 pm to WC HICK
Not sure this is a dip
Or, if it is, it’s done dipping.
Or, if it is, it’s done dipping.
Posted on 11/9/26 at 3:20 pm to cgrand
Loading Twitter/X Embed...
If tweet fails to load, click here. Lutnick is always around when something dirty is going down
Posted on 11/9/26 at 3:58 pm to WC HICK
Liquor, ladies or leverage!
How you go broke according to Buffett.
I'm not adding right now but i am not selling. However, if you own the S&P 500 index you own a lot more shares of Nvidia than you probably realize.
As i've stated in other threads. This will be a black mark on Jensen but many other CEOs have been caught dipping the pen and they've survived.
In two years, doubt we'll even remember this much.
How you go broke according to Buffett.
I'm not adding right now but i am not selling. However, if you own the S&P 500 index you own a lot more shares of Nvidia than you probably realize.
As i've stated in other threads. This will be a black mark on Jensen but many other CEOs have been caught dipping the pen and they've survived.
In two years, doubt we'll even remember this much.
Posted on 11/9/26 at 4:20 pm to kaaj24
quote:it’s like 17% of VITAX and VGT
if you own the S&P 500 index you own a lot more shares of Nvidia than you probably realize.
Posted on 11/9/26 at 8:56 pm to cgrand
Nvidia is about $664 per $10,000 invested in an S&P 500 index fund, about the same mix in shares and price value to the whole index (6% ish).
Better be much higher mix in technology sector funds!
Better be much higher mix in technology sector funds!
This post was edited on 11/9/26 at 8:59 pm
Posted on 11/10/26 at 9:10 am to Stat M Repairman
Thinking about adding more…the fundamentals are great
Posted on 11/10/26 at 9:16 am to taeemwar
ARK funds bought 90000 shares of NVDA yesterday
Posted on 11/10/26 at 9:53 am to cgrand
quote:
ARK funds bought 90000 shares of NVDA yesterday
If Cathie is buying then its too early. Her performance since the COVID boom has been so abysmal its almost a comedy.
Posted on 11/10/26 at 9:55 am to UltimaParadox
that was the case a year or so ago (her strategy of buying high and selling low was indeed comical) but returns have improved since then
Posted on 11/10/26 at 9:55 am to cgrand
I give zero credibility to Cathie at this point. They also buy and sell constantly
Posted on 11/10/26 at 10:12 am to Upperdecker
the fact remains that she bought a massive chunk of NVDA yesterday. Whether you think that’s a good idea has more to do with NVDA than ARK
It’s not like they bought a pre revenue biotech LOL
It’s not like they bought a pre revenue biotech LOL
Posted on 11/10/26 at 10:46 am to cgrand
quote:
that was the case a year or so ago (her strategy of buying high and selling low was indeed comical) but returns have improved since then
Since 2021, She has returned -51% in her flagship ARKK fund, while the S&P500 is up 92%.
YTD
ARKK -1.9%
S&P500 +9.3%
The fact she has charged people 0.75% fees is the real story. Lady has been making out like a bandit
This post was edited on 11/10/26 at 10:47 am
Posted on 11/10/26 at 10:47 am to cgrand
This is not trending well for Huang/NVDA. Being tricked by a charming Chinese spy and adultery is something he could bounce back from, but the other allegations will make it difficult for him to remain as CEO.
He orchestrated NVDA’s stranglehold on the industry and much of it could come unraveled with his absence.
He orchestrated NVDA’s stranglehold on the industry and much of it could come unraveled with his absence.
Posted on 11/10/26 at 10:55 am to WC HICK
Bought about 110 shares of VGT this morning.
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