BCBSKSno-nah-no

Nvidia

To all the bears, howdy! There is still time to buy in before earnings. You severely underestimated Nvdia. $NVDA is no $TSLA. #nvidia #investments

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Meta meta.ai Jul 18, 2023

Nvidia is gonna kill the market very soon… literally

NVIDIA BadGpt Jul 18, 2023

Too ambiguous, god I hope in a good way

BCBSKS no-nah-no OP Jul 18, 2023

As in become an outsized part of every index? And kill the rest of the stocks because most investors use ETFs to invest?

Cisco guvcdii7 Jul 18, 2023

Nvidia is going to take a lot of DC switching for new builds from Cisco, Juniper, HPE and Arista. Upside.

New
Alpha_7 Jul 18, 2023

What do you mean by DC switching?

Marvell nonseq Jul 18, 2023

DC == Data Center. All the DGX clusters still need network switches.

PwC giffast Jul 18, 2023

Come next earnings. There will be a bloodbath in the market.

NVIDIA 4bcdefghi Jul 18, 2023

@OP Don’t worry about them, some people just hate money.

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Marvell nonseq Jul 18, 2023

Then retrain from scratch. More GH200s needed!

NVIDIA newname0 Jul 19, 2023

If it's degrading is not due to the model but OpenAIs sofware implementation. The model isn't even trained on anything after 2021.

Microsoft djcassy Jul 18, 2023

Do you realize $NVDA had to beat $11M revenue and guide about $15M just to maintain their price, let alone grow. No way they are guiding $15M next quarter

Amazon yoyosing Jul 18, 2023

M => B

Fastly xOkF33 Jul 18, 2023

Huh lol

AMD quantumai Jul 18, 2023

Nvidia is for long run, if you can hold, hold it, I'm not sure about buy/sell now. But it should be clear by now that AI in data centres is must and saas will have ai embedded in it soon. Nobody is catching upto nvidia in next half a decade. So it should be safe till then.

NVIDIA Mp65bXh Jul 19, 2023

I'd say AMD is a long run hold too.

Dropbox pygo Jul 18, 2023

NVDA = cash cow. As to when the party will end for them, no one has the answer now, but it won’t be soon.

Nike shoe-dawg Jul 18, 2023

NVIDIA stock is highly overvalued. The market cap and revenue numbers don’t match up

Wayfair Vmws11 Jul 18, 2023

If you think NVDA is a fad or that its value is based on AI alone, you don’t know enough about NVDA. There hasn’t been a company that is better positioned to win in the long term in a very long time.