Supplying gpu is definitely in 2023 is not a 1T $ industry. In future for sure but it’s share price doubled like crazy and that’s not a good sign for any company for the first time. Many analysts say it’s time to stop buying the stock. Time to sell ?
😂
Jensen Huang is the best CEO in the valley. His 🥒 is bigger than Musk, Zuckerberg, Tim Cook combined
Add Jassy as well or maybe that's not even worth mentioning 😀
Jassy provides the 🍩
If these analyst didn't say to buy Nvidia when it's at its lowest, what makes you trust them on their sell ?
Shorting Nvidia is costly, check out long put values.
NVIDIA has no real competition and is one of the companies with the largest margins, they supply every companies that needs massive computing power, and they even have monopoly over a huge part of the PC gaming market. At AMD, the topic of competing with NVIDIA pops up every now and then, to the point where we even forget that we lead in the CPU industry. I doubt that people at NVIDIA even mention us in their meetings at all, companies are forced to buy from them, their product is easier to use, even AMDs ROCm has to be compatible with NVIDIA's CUDA otherwise nobody will use it.
Makes me wonder what if Lisa decided to focus on GPU instead of CPU 10 years ago.
Apple leads the CPU industry
Amd has been disappointing
Doubt NVDA can have 11 billion revenue in Q3.
Maybe you haven’t been following the news…Microsoft, Meta and google are all trying to get their hands on Nvidia’s chips. Hell Elon even said he wants to start making his own AI chip (which he himself stated will be inferior to Nvidia) because he can’t seem to buy enough chips from them due to its crazy high demand
If you think Nvidia makes only GPUs you are sorely mistaken
Salty