Nvidia stock is overvalued

It’s just not worth more than Google and Amazon. All my bs alarms are going off — wouldn’t be surprised if it drops sharply at some point this year. Hypetrain is carrying just like GameStop. But nevertheless congratulations to all Nvidia stock holders.

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Apple flaaang Feb 12

You got one company on earth that knows how to build a semi decent AI accelerator and now they even have a ARM CPU to sell. I am still bullish. Sam alt is asking for 7Trillion to compete with NVDA.

Amazon Suprcodr OP Feb 12

The technology is awesome. But infra can never compete with consumer facing products. Unless you’re in oil, but AI is not at oil-level yet.

Google Drmg06 Feb 12

People forget that Google also has the same (or even better) hardware capabilities. The moment Google leadership releases the shackles and sells it's chips, it will be over for NVIDIA

$7 trillion worth of GPUs says you are wrong.

Amazon aruall Feb 12

Me in 2030: can you remind me what a gpu is?

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Apple flaaang Feb 12

Why are you so bearish

Snap h101 Feb 12

$10T is your cautious take?

Autodesk qPBA02 Feb 12

Google and Amazon are overvalued what’s the last useful thing they have released. Fat companies full of coasters.

Gannett callmeroy Feb 12

Says...autodesk? Congrats on the one product.

Qualcomm slave F IT Feb 12

Nvidia is just beginning. It will hit 2k with in a month

Mailchimp joyuvf Feb 12

Tesla bag holder vibes

GlossGenius FJJa25 Feb 12

I mean I get a lot of customer delight using my GTX 4060 and LLM’s. Same can’t be said for Amazon, where there is a higher probability that some stuff I order is junk from a third rate “shop” based out of China, and where my Prime subscription had more and more features ripped out of it before I cancelled it

Amazon Suprcodr OP Feb 12

Your grandma orders from Amazon. Does your grandma know Nvidia exists?

GlossGenius FJJa25 Feb 12

True, Amazon is now a boomer service. The new Sears

Google SundarP1ch Feb 12

Yawn 🥱. This is what they've been saying since years everytime it hit an ATH. Sure it'll drop in the interim, but stay in it for the long game.

Amazon Suprcodr OP Feb 12

Agreed that Nvidia is in an overall good place, but this latest surge is too dependent on hype. We will see for sure in their earnings.

Mailchimp joyuvf Feb 12

Anyone can come out and say whatever they want out of their ass. Does Altman know how many zeroes are there in 7 trillion? 😂 He wants to raise more than market cap of China for GPU? 😂 If this is not lunacy then what is it? Tesla Tetard are now NVDIA Netard

Expedia Group 💊🧐2u Feb 12

so how do you feel about BTC?

Amazon Suprcodr OP Feb 12

Transaction volume’s volatility does not impress me. Until it gains strength it will just continue to move with the rest of the risky asset class.

Adobe jilfoyle Feb 12

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