The recent Nvidia conference by Jensen was more eye opening than his 2021 Metaverse announcements. As an outsider it seems like Nvidia is powering the hardware for FAANG. Essentially, no matter which FAANG wins, Nvidia will always win. This kind of strategy deserves atleast a market cap just shy of AAPL/MSFT. But recent announcement by Jensen on semiconductor manufacturing seems to imply that Jensen and NVDA are truly looking to create an AI which creates an AI (singularity), if there is even an iota of effort into this paradigm, i think its a game changer for Nvidia’s valuation. It should easily eclipse AAPL and MSFT valuation. I am thinking of buying NVDA hand over fist in the next several months. What do the smart hardware folks at Apple, Google, AMD (There is no one smart left at Intel 💀) think about Nvidia’s prospects? I personally think Bull king Jensen FTW. #hardware #semiconductor
Time to sell my NVDA shares.
I will gladly buy it :)
How much did you buy in Sep 2022 when the stock price was around $111.
I have invested in NVDA twice. First time was before 2015 and price was like $15. I held for two years, sold at $30, and used the proceed as downpayment of my house. Second time was in 2022. Forfeited all my RSU (including a big chunk that would vest in 3 months) and switched to Nvidia when NVDA is $120. Still remember INTC$100, CovidTan, MITdude, and a few other geniuses predicting NVDA would nose diving below 100. 🤡
Lol. INTC$100 seems like a salty dude who got outbid on a house by an Nvidia employee 🤣
https://www.teamblind.com/post/Offer-selection-5HELWMqv [Blind] Check out this post! NVDA stock price thoughts ? (Hardware & Semiconductor Industry) https://us.teamblind.com/s/sXgO6AxJ “By the time you join Nvidia the stock might go down another 30-50%. Take that into consideration. PE is still super elevated at 40….” https://www.teamblind.com/post/Offer-selection-5HELWMqv
This is a signal to short NVDA, opening up a small position….
Please do it. I would love to take your money for my kids trust fund. Have already taken money from few dumb blinders who sold me their FRC puts 3 weeks back…
I did last year and made bigly return :) easy short last year. It was a beautiful trade to take your money for my kids college fund. Things should get interesting going into the second half.
NVDA is an awesome company. Not an attractive entry point for expected future return. PE is massive. Definitely a company to own for long term (at the right price). Everyone invested in SP500 has a piece of NVDA's success so everyone wins.
massively overvalued. only hype and greater fool theory keeping this stock up. its a big big risk to invest now for long term. It can fall due external factors which no one can control. And if it falls, it will fall hard. people can gamble as they please though.
Surprised to see no one from AAPL comment here. I hope its not due to jealousy of missing out on working at Nvidia by choosing Apple.
Dude, get over the jealousy etc part. Nobody has time for that. Focus on what's important to you and not on what others are thinking. It's not like you are well known author or if this post is very popular for everyone to provide their opinion.
Noticing the trend of extremely dumb posts/comments by GOOGLers, strange. Are you ex-Apple or did you get rejected by Nvidia? Either add value to the conversation or maintain silence. The thread seems to have become an echo chamber for my views or jealous hating by Intel employees. I need to get viewpoint of a group who would be sought after by Nvidia.
They're at the mercy of the same FAANG who at any time can do their own custom chips
Why hasn't Microsoft done so far then if that's so easy?
Who said they have or anyone else, I said eventually if ever and till then NV ok.
If you ask any non tech person about Nvidia, they wouldn’t even know what I’m talking about. Same is not true about Apple and Intel. No one knows about Nvidia yet we have a valuation > Tesla. This makes me think if Nvidia is overvalued as heck, or if Nvidia is just getting started.
That's only important if you are a consumer facing company like Apple. People still used computers with "Intel Inside". Not commenting on whether Nvidia is or isn't overvalued. Just the reasoning is not sound.
And Nvidia isn't just getting started. Their value does account for future potential.
AI is new the gold rush and NVIDIA is supplying the shovels
Tech Industry
Yesterday
2274
Quitting this Slave life
Layoffs
Yesterday
3507
Google laid off 200+ in core team
India
Yesterday
762
Modi is a legend, will be remembered for centuries to come
India
Yesterday
342
Move aside, there's a new Jihad in town
Working Parents
Yesterday
661
What do you think is wrong with a kid who got rejected by 9 colleges?
Most faang has pe of 25. Tsla pe is 53. Nvidia PE ratio is 150. Just saying.
Tesla’s PE was 300+ for a couple of years. Just saying.
TSLA’s PE had crossed 1000, just saying…