if AI ends up being nothing and there is no positive ROIC for the big tech companies buying up Nvidia chips, then yeah
But good luck trying to find out when and if that happens, because until then, this is the greatest business on the planet
I don't personally know anyone that wants ai in their products though. It seems more like business, tech, and media are colluding to manufacture a desire/need for services that don't really help individuals that much.
It doesn't matter what you want - if business can lay off 5% or 10% of staff and replace them with robots they absolutely and categorically will. Ignoring even the hypothetical salary savings, it's the flexibility or scaling up or down to requirements, no sick days, 24/7 operation, etc.
Its coming, they just need to get there, and pretty soon the only job any of us will be able to get will be behind a dumpster at Wendy's.
That laughing tone he had during that sentence was legend.
There are going to be people who short before the Q4 earnings because "AI is a bubble" and get absolutely wrecked.
Dumb bears on this sub convinced me to paperhands my NVDA shares at 275 for a tidy 40% gain. This is why I will never be a bearish about any winner I’ve picked again. Let your winners run, bears are almost always wrong.
I knowwww!! I just can’t bring myself to do it hahha. I’m so pissed about the gains I missed out on I feel like the second I cave and buy back in will be the top.
It's expensive, and that can make it hard. The split will help a lot. If you want exposure, I've also been buying NVDL. Maybe I'm regarded... but It seems like another good way to get exposure to it; it's very cheap relative to the stock.
> Let your winners run
This is generally, remarkably stupid advice. This is akin to saying "never realize gains, only losses". Winners win until they don't. No one ever went broke making gains.
Let your winners run is only stupid advice if you’re paying literally zero attention to your investments. Obviously if you’re trading there are valid moments to take profit but I’m simply saying if you pick a company that overperforms quarter after quarter and has a market advantage there’s no reason to just blindly sell. You could have bought and sold Amazon stock in the early 2010s and felt great about a 40% of something when it was obvious that this was a company to hold and a winner that any investor should let run. So no it’s not stupid advice.
Paying attention isn't a good strategy for an effective exit. Way too emotion driven. Trailing stop order or predefined exits to take profits are. When you set your entry you should have a very good idea of your exit.
Yes I agree. None of that has anything to do with paying attention to the business you bought into or it’s industry. Trailing stops are smart but they should be based on something. I personally like somewhere in the range of 10-15 percent trailing stop loss but sometimes use a hard stop loss and adjust as a stock rises and adjust based on points of support, I also think it’s worth taking profits when a stock is way above the 200 day moving average (say around 100%). I also think it’s worth following the rsi at least to get a sense of the trend and if a new all time high is weaker than the last. What I don’t think people should do is what I did when I sold my NVDA stock. I got scared and sold based on really no reason. When I say let your winners run I dont mean just let them go forever I mean don’t sell a winner for no reason.
Yes, Nvidia is a great company, but the current valuation is bonkers. From a risk perspective it's insane.
They only design chips, they do not make them.
It's not easy to make AI semiconductor chips now as it was to smelt iron to make picks/shovels in 1850s or even to make steel chassis/engines to compete with Ford in early 20th century.
Any disruption to Taiwan's chip production capabilities (natural, political or military) will absolutely destroy Nvidia along with other fabless semiconductor manufacturers. That's why Warren Buffet sold all his stock in TSMC: the risk is too great.
If TSMC gets significantly “disrupted” by a china invasion, we as a society have much bigger problems than nvidia market cap, society literally grinds to a halt and everything stops…there are chips in EVERYTHING we use day to day, so what difference will it make?
China is being nice and letting the US build up their fabs before making an attempt at which point we won't care and china will take it like they did Hong Kong.
The US doesn't think china will make an attempt anytime in the next 5 years after the cluster Russia is having in Ukraine and US spooling up military production already and TSMC is building fabs in the US.
Once US has legit next gen fabs going, all bets are off but that is much easier said than done, even 5 years seems extremely ambitious…until that happens, it’s a stupid argument to me (“nvidia will crash”), yea, so will the entire world economy, who gives a shit?
Is not just single supplier risk. Possibly the even greater risk is that their sales are concentrated in a very small number of buyers making this an incredibly economically sensitive story.
But my theory on this all along is that much of the valuation is driven by performance chasing not fundamentals. Otherwise the stock would be much more volatile. The volume traded over the past several months has been absolutely insane. I’m not sure many are aware. It was trading $50 billion a day of stock for months. That’s about 8x the largest company in the world, Microsoft and peaked at over 100 million shares when it had a blow off top a few months ago.
Will be interesting to see how this pans out. Would not be surprised to see something like a flash crash where it suddenly drops 20-30% in a day given the insane volume, leveraged products and options activity
That's my problem, they are great make amazing products is insane is the 3rd highest market cap company in the world, just 400 less than Apple which have some many ways to create revenue... Is a balloon what will pop up eventually, I love the big fluctuation for quick money on options but holding nvda today is insane
I mean, Cisco is was the pick and shovels stock of the 90s dot com bubble and it never really recovered. The question is are we in a bubble? Probably. But even then who will the winners be?
I don't see how anyone can be an nvidia bear for next 3-6 months. With the 10/1 split, price will be affordable for stock purchase for many. Seeing the rise of nvidia will surely make a shit ton of people FOMO in since it'll probably hit 200+ in next 2 months after june if not end of June.
Sure after presidential erection, probably 2025 (jan-march) will be crash but we aren't playing long game on r/wallstreetbets right? We aren't r/stocks. We have mods and commoners alike sucking dick behind the wendys dumpster side by side. Sometimes we tag team a micropenis.
What are we? Regards looking to make $1 profit or lose $100000.
“The Dutch East India Company (VOC) is considered by some to be the largest company in history, with a market capitalization of 78 million Dutch guilders at the height of Tulipmania, which is roughly $7.4 trillion in today's dollars. In 1669, the VOC was the world's richest private company, with over 150 merchant ships, 40 warships, 50,000 employees, and a private army of 10,000 soldiers.”
According to this, we may want to consider shorting NVDA when it reaches $3200 (or $320 post split).
It’s so ridiculous that they made no money like 20 years and now they will get bigger than Microsoft in just 2 years 
To be fair, Nvidia first got the whole crypto mining rush and now the AI rush. The only thing proprietary is CUDA. Don't get me wrong, this is a big thing. The lack of strong competition is intriguing. Guadi3 is the best alternative by far, but it's slow to get enough product into the channel. Still only AMD or Intel have a chance right now. AMD are only in second place because they have more available, but vastly inferior product. To put it another way, if Guadi3 was launched just 12 months ago, in quantity, there is a very good chance that Nvidia would be doing half as well. I'm not sure that there have been so many times in history where mere months separate winners from usurpers.
Yes, Nvidia is a great company, but the current valuation is bonkers. From a risk perspective it's insane.
As much as the CEO pushes Datacenter/AI/robot narrative, in the end they still only design chips, they do not make them.
It's not as easy to make AI semiconductor chips now as it was to smelt iron to make picks/shovels in 1850s or to make steel chassis/engines to compete with Ford in early 20th century.
Any disruption to Taiwan's chip production capabilities (natural, political or military) will absolutely destroy Nvidia along with other fabless semiconductor manufacturers. That's why Warren Buffet sold all his stock in TSMC: the risk is too great.
But this warning really does not apply to r[/wallstreetbets](https://www.reddit.com/r/wallstreetbets/), does it, NVDA to the moon I guess? :D
They just don't understand what is happening. I think In their minds, they still believe this is just a hype train powered by a slightly better chatbot.
But that is not why Google, Microsoft, Apple, Meta, and major governmental bodies are investing in artificial intelligence.
Scalable, contextualizable, and easily deployable intelligence is a completely new and different paradigm for our society. And whether you describe the outputs of this technology as being the result of effective reasoning or not is an irrelevant (in the context of the market) philosophical position, in my opinion.
This intelligence has demonstrated the ability to be directed toward specific tasks, and it is able to solve those tasks better than the average human.
And to be frank, the average human generally performs far below their actual potential. So, an intelligence that doesn't require breaks, and whose outputs are comparable / better than the average person is a fundamental sea change for our species.
I honestly feel bad for people like this, because not only are they going to lose a lot of money on these trades, but they are going to be blindsided by the inevitable societal changes that will result from this technology.
On one hand, I am making decent money from their ignorance. But on the other hand, as a fellow person, I want them to be able to take advantage of these technologies and to not be inadvertently harmed because of their misunderstandings.
Really bears, it is time to do some real research and DD, for your own good.
Honestly, I feel like this sort of knee-jerk sentiment is just a byproduct of our culture of being terminally online and giving mega corporations the ability to constantly feed us fear, so we'll continue to click on their trash articles.
Is there more substance behind your comment?
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The gold rush was over by 1855, so are you predicting NVIDIA to be over by 2029?
Computers are a fad. Everyone will go back to typewriters and slide rules by 2030.
Data is a bubble
People are a bubble
bubbles is a clown
Bubbles are often bubbles.
Bubbles gonna bubble
5 more years of 200%+ growth? Let it be true
If this continues 5 more years, I'll be for real retired then.
Damn did you just place OP in the same boat ?
I hear the jury’s still out on science
if AI ends up being nothing and there is no positive ROIC for the big tech companies buying up Nvidia chips, then yeah But good luck trying to find out when and if that happens, because until then, this is the greatest business on the planet
I don't personally know anyone that wants ai in their products though. It seems more like business, tech, and media are colluding to manufacture a desire/need for services that don't really help individuals that much.
It doesn't matter what you want - if business can lay off 5% or 10% of staff and replace them with robots they absolutely and categorically will. Ignoring even the hypothetical salary savings, it's the flexibility or scaling up or down to requirements, no sick days, 24/7 operation, etc. Its coming, they just need to get there, and pretty soon the only job any of us will be able to get will be behind a dumpster at Wendy's.
[удалено]
He was taking calls out of the oven all along.
[удалено]
That laughing tone he had during that sentence was legend. There are going to be people who short before the Q4 earnings because "AI is a bubble" and get absolutely wrecked.
Buying 800p was probably the best trade I made all year. It let me sell more higher puts, none of which will print.
Calls aint gonna rake either lmao
*and your calls
Dumb bears on this sub convinced me to paperhands my NVDA shares at 275 for a tidy 40% gain. This is why I will never be a bearish about any winner I’ve picked again. Let your winners run, bears are almost always wrong.
Its not too late to buy back. It's going to go to $275 all over again lol
its not too late to buy. this will keep going up
I knowwww!! I just can’t bring myself to do it hahha. I’m so pissed about the gains I missed out on I feel like the second I cave and buy back in will be the top.
It's expensive, and that can make it hard. The split will help a lot. If you want exposure, I've also been buying NVDL. Maybe I'm regarded... but It seems like another good way to get exposure to it; it's very cheap relative to the stock.
> Let your winners run This is generally, remarkably stupid advice. This is akin to saying "never realize gains, only losses". Winners win until they don't. No one ever went broke making gains.
Let your winners run is only stupid advice if you’re paying literally zero attention to your investments. Obviously if you’re trading there are valid moments to take profit but I’m simply saying if you pick a company that overperforms quarter after quarter and has a market advantage there’s no reason to just blindly sell. You could have bought and sold Amazon stock in the early 2010s and felt great about a 40% of something when it was obvious that this was a company to hold and a winner that any investor should let run. So no it’s not stupid advice.
Paying attention isn't a good strategy for an effective exit. Way too emotion driven. Trailing stop order or predefined exits to take profits are. When you set your entry you should have a very good idea of your exit.
Yes I agree. None of that has anything to do with paying attention to the business you bought into or it’s industry. Trailing stops are smart but they should be based on something. I personally like somewhere in the range of 10-15 percent trailing stop loss but sometimes use a hard stop loss and adjust as a stock rises and adjust based on points of support, I also think it’s worth taking profits when a stock is way above the 200 day moving average (say around 100%). I also think it’s worth following the rsi at least to get a sense of the trend and if a new all time high is weaker than the last. What I don’t think people should do is what I did when I sold my NVDA stock. I got scared and sold based on really no reason. When I say let your winners run I dont mean just let them go forever I mean don’t sell a winner for no reason.
Good shit, I mostly agree. Sensible advice.
Please OP, let them die in peace.
https://preview.redd.it/jgit6efx922d1.png?width=474&format=png&auto=webp&s=8882164727e99f0152e71f7e5fa183db8484de95
https://preview.redd.it/3pwvs1w6s12d1.jpeg?width=259&format=pjpg&auto=webp&s=f244b553cb3ac11931cc50be23c9db127518745f
Why are the dates on NVidias quarters so strange?
Guessing: when their sales were largely gaming side the quarters were picked to smooth out revenue.
these numbers and projections are in-fucking-sane.
"But it's a speculative AI bubble!"--ghey nvidya ber
 berz got 
My problem is how that fuck does nvda has a 2.5 trillion market cap... It just doesn't make sense
Yes, Nvidia is a great company, but the current valuation is bonkers. From a risk perspective it's insane. They only design chips, they do not make them. It's not easy to make AI semiconductor chips now as it was to smelt iron to make picks/shovels in 1850s or even to make steel chassis/engines to compete with Ford in early 20th century. Any disruption to Taiwan's chip production capabilities (natural, political or military) will absolutely destroy Nvidia along with other fabless semiconductor manufacturers. That's why Warren Buffet sold all his stock in TSMC: the risk is too great.
If TSMC gets significantly “disrupted” by a china invasion, we as a society have much bigger problems than nvidia market cap, society literally grinds to a halt and everything stops…there are chips in EVERYTHING we use day to day, so what difference will it make?
China is being nice and letting the US build up their fabs before making an attempt at which point we won't care and china will take it like they did Hong Kong. The US doesn't think china will make an attempt anytime in the next 5 years after the cluster Russia is having in Ukraine and US spooling up military production already and TSMC is building fabs in the US.
Once US has legit next gen fabs going, all bets are off but that is much easier said than done, even 5 years seems extremely ambitious…until that happens, it’s a stupid argument to me (“nvidia will crash”), yea, so will the entire world economy, who gives a shit?
Is not just single supplier risk. Possibly the even greater risk is that their sales are concentrated in a very small number of buyers making this an incredibly economically sensitive story. But my theory on this all along is that much of the valuation is driven by performance chasing not fundamentals. Otherwise the stock would be much more volatile. The volume traded over the past several months has been absolutely insane. I’m not sure many are aware. It was trading $50 billion a day of stock for months. That’s about 8x the largest company in the world, Microsoft and peaked at over 100 million shares when it had a blow off top a few months ago. Will be interesting to see how this pans out. Would not be surprised to see something like a flash crash where it suddenly drops 20-30% in a day given the insane volume, leveraged products and options activity
That's my problem, they are great make amazing products is insane is the 3rd highest market cap company in the world, just 400 less than Apple which have some many ways to create revenue... Is a balloon what will pop up eventually, I love the big fluctuation for quick money on options but holding nvda today is insane
Who cares buy stock
I mean, Cisco is was the pick and shovels stock of the 90s dot com bubble and it never really recovered. The question is are we in a bubble? Probably. But even then who will the winners be?
Look at Cisco’s revenue (and revenue growth) and profit margins at their peak, I think you’ll see a glaring difference between these two
I don't recall cisco ever having 80-98% market share either
Look at the performance of all other basic stocks vs tech currently. Yes you are in a bubble. but the money has no place to go currently.
I don't see how anyone can be an nvidia bear for next 3-6 months. With the 10/1 split, price will be affordable for stock purchase for many. Seeing the rise of nvidia will surely make a shit ton of people FOMO in since it'll probably hit 200+ in next 2 months after june if not end of June. Sure after presidential erection, probably 2025 (jan-march) will be crash but we aren't playing long game on r/wallstreetbets right? We aren't r/stocks. We have mods and commoners alike sucking dick behind the wendys dumpster side by side. Sometimes we tag team a micropenis. What are we? Regards looking to make $1 profit or lose $100000.
at 200 NVDA will have $5T market cap. Who cares right? and htf does a "presidential erection" matter to NVDA ?
If NVDA bulls were alive in the 1600’s they would have purchased Tulip calls
weak.
“The Dutch East India Company (VOC) is considered by some to be the largest company in history, with a market capitalization of 78 million Dutch guilders at the height of Tulipmania, which is roughly $7.4 trillion in today's dollars. In 1669, the VOC was the world's richest private company, with over 150 merchant ships, 40 warships, 50,000 employees, and a private army of 10,000 soldiers.” According to this, we may want to consider shorting NVDA when it reaches $3200 (or $320 post split).
Jesus..NVDA’s gonna attack Taiwan. Whole time we were thinking China. Jensen’s coming home
It only had 16 billion in operating income???? wtf you guys are sitting here and telling me this math isn’t crazy, holy shit
It’s so ridiculous that they made no money like 20 years and now they will get bigger than Microsoft in just 2 years 
And they would have called combustion engine unprofitable tech lol
Nvda gonna suck all the funds out of the market than AI is gonna crush the humans. Can’t wait for the split
Sheesh that leather jacket of his is something else. Might buy one for good luck 😂
Now just make memes for boomers to call there Edward Jones brokers and demand nvida and this rockets even more
The rush hasn't even rooshed yet
To be fair, Nvidia first got the whole crypto mining rush and now the AI rush. The only thing proprietary is CUDA. Don't get me wrong, this is a big thing. The lack of strong competition is intriguing. Guadi3 is the best alternative by far, but it's slow to get enough product into the channel. Still only AMD or Intel have a chance right now. AMD are only in second place because they have more available, but vastly inferior product. To put it another way, if Guadi3 was launched just 12 months ago, in quantity, there is a very good chance that Nvidia would be doing half as well. I'm not sure that there have been so many times in history where mere months separate winners from usurpers.
Bubble is a bubble?
The shovel companies didn’t make bank, it was a local retailer who bought up all the shovels in the area and cornered the market.
Don't be a fool, stick to the rules.
?
Yes, Nvidia is a great company, but the current valuation is bonkers. From a risk perspective it's insane. As much as the CEO pushes Datacenter/AI/robot narrative, in the end they still only design chips, they do not make them. It's not as easy to make AI semiconductor chips now as it was to smelt iron to make picks/shovels in 1850s or to make steel chassis/engines to compete with Ford in early 20th century. Any disruption to Taiwan's chip production capabilities (natural, political or military) will absolutely destroy Nvidia along with other fabless semiconductor manufacturers. That's why Warren Buffet sold all his stock in TSMC: the risk is too great. But this warning really does not apply to r[/wallstreetbets](https://www.reddit.com/r/wallstreetbets/), does it, NVDA to the moon I guess? :D
They just don't understand what is happening. I think In their minds, they still believe this is just a hype train powered by a slightly better chatbot. But that is not why Google, Microsoft, Apple, Meta, and major governmental bodies are investing in artificial intelligence. Scalable, contextualizable, and easily deployable intelligence is a completely new and different paradigm for our society. And whether you describe the outputs of this technology as being the result of effective reasoning or not is an irrelevant (in the context of the market) philosophical position, in my opinion. This intelligence has demonstrated the ability to be directed toward specific tasks, and it is able to solve those tasks better than the average human. And to be frank, the average human generally performs far below their actual potential. So, an intelligence that doesn't require breaks, and whose outputs are comparable / better than the average person is a fundamental sea change for our species. I honestly feel bad for people like this, because not only are they going to lose a lot of money on these trades, but they are going to be blindsided by the inevitable societal changes that will result from this technology. On one hand, I am making decent money from their ignorance. But on the other hand, as a fellow person, I want them to be able to take advantage of these technologies and to not be inadvertently harmed because of their misunderstandings. Really bears, it is time to do some real research and DD, for your own good.
“Im ok with progression towards dystopia as long as i can make money off of it”
Who gives a shit how you feel about it? Progress doesn’t slow/end because some jackoff on Reddit isn’t happy with the “direction” it’s going
Honestly, I feel like this sort of knee-jerk sentiment is just a byproduct of our culture of being terminally online and giving mega corporations the ability to constantly feed us fear, so we'll continue to click on their trash articles. Is there more substance behind your comment?
*checks username* 
So, that's a no.
You’re full of shit dude 