How are things at NVIDIA?

New
BbxG84

New

BbxG84
Jan 15, 2021 13 Comments

I bought some NVIDIA stonks some months ago since it looks to me that NVIDIA is in a privileged position to dominate the Deep Learning revolution in pretty much all hardware areas, for example self-driving.

However these stonks are not going up too much. Are you having internal struggles? I know there are many market factors I am not taking into consideration here, but all other companies are going up regardless of any factual progress, so curious on what may be refraining NVDIA to grow.

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  • Uber
    pfsem

    Go to company page Uber

    pfsem
    In the biggest bubble since 1999 fueled by unlimited QE, I don't think a Blind post about fundamentals of a company that went 25x in 5 years is going to give you a lot of clues for the future ๐Ÿ˜‚

    Better off going on WSB.
    Jan 15, 2021 0
  • New
    VaXxit

    New

    VaXxit
    They have strong competition in consumer market
    Jan 15, 2021 6
    • New
      BbxG84

      New

      BbxG84
      OP
      I think you are referring to me Google. Valuations grow or fall independently of current use, but future. Only changes NVIDIA is really doing are towards Deep Learning, and that is definitely the promising sector (which also may underdeliver in practice if these technologies don't get to be deployed widespread). NVIDIA has 9% of its profits from ML already
      Jan 15, 2021
    • New
      BbxG84

      New

      BbxG84
      OP
      But I might be wrong there, obviously I come from academy and research positions on these companies, so maybe my vision is skewed
      Jan 15, 2021
  • Because itโ€™s already been priced in?
    Jan 15, 2021 3
    • New
      BbxG84

      New

      BbxG84
      OP
      I mean, even Qualcomm has grown a lot this year
      Jan 15, 2021
    • Qualcomm didnโ€™t really โ€œgrewโ€. Itโ€™s just return to a fair price after the legal fiasco, and recently the acquisition yes for a few bucks.
      Jan 15, 2021
  • Criteo
    cnAD68

    Go to company page Criteo

    cnAD68
    Following
    Jan 15, 2021 0