cadillacdave
15 hours ago
Growth has slowed because the company is so large. However, that doesn't mean growth has stopped.
Your statement that NVDA has taken one step forward and two steps back in last 9 months is absolutely false.
On October 16, 2024, closing price was $138. Now we are in the $170+ range, nearly a 30% increase.
Elections, tariffs and geo-political events caused uncertainty and may have stalled or slowed the growth a bit during the beginning of the year.
There was a time last year, where the momentum was lost and it traded sideways for a while.
But you cant hold this stock down. It is a leader and will continue to go higher.
Nebuchadnezzar
15 hours ago
starting to look "bubbly" here
MSFT too
the stock market now lives or dies on what MSFT and NVDA do
that is not a healthy stock market
good luck, once the momo stops, tops, stalls or falls, it will get ugly again
you saw just how fast and furious the stock market can fall in APRIL when mega caps get liquidated
the math was nuts
NVDA great company, but they have already priced in 2026 here at $4 trillion+ valuation
overall market looking toppy before August and September months
it it always wise to buy puts before those two months
4retire
2 days ago
Washington and Beijing last month agreed to a preliminary trade framework that allowed relaxing rare-earth export controls by China and easing of tech export curbs by the U.S.
Huang also announced a new “fully compliant” GPU — RTX PRO — saying it was ideal for smart factories and logistics. It was not clear if the reference was to the GPU being compliant with guidelines for exports to China.
Since May, reports had indicated that Nvidia was working on a new AI chip for the China market, which would be less advanced than the H20.
However, the potential resumption of H20 chips to China comes as a surprise, Ray Wang, research director of semiconductors, supply chain and emerging technology at Futurum Group, told CNBC.
“The lifting of the H20 ban marks a significant and positive development for Nvidia, which will enable the company to reinforce its leadership in China,” Wang said.
“The resumption of H20 shipments — alongside the upcoming rollout of new export control-compliant AI chips for the Chinese market — should serve as a fresh growth catalyst in the coming quarters,” he added.
Jetmek_03052
4 days ago
I urge everyone reading your post to go back into your posting history and read ALL of your 131 posts here on NVDA.
Ever since 2018, you have been posting about a "bubble" and how it will surely pop. While there have been some periods where it did indeed go down precipitously, today the market sits near all-time highs.
You said a YEAR ago that NVDA had a valuation of $3T and that it was ridiculous, that it should even be back down to $1T. Today, it is over $4T and projected by some to get to $5T fairly quickly.
The point is - you have been wrong about NVDA. EVERY TIME. NVDA just recently reached its all-time high. You have been wrong about the TIMING of a market collapse - so far. But even a broken clock tells the correct time - twice a day. Eventually your dour predictions will likely come to pass.
I've said it many times - at some point we will see a market collapse. This country has mismanaged itself monetarily and there WILL BE an accounting for it.
After a long absence, I see that you are back visiting the board. Interesting that you choose to return just as NVDA reaches an all-time high. You no doubt feel safe in once again talking about a decline of the NVDA price and your actions to short it.
Let's see what happens in the coming months, shall we?
Good luck.
Nebuchadnezzar
6 days ago
unlike TSLA, i dont hate NVDA, i just think this $4 trillion valuation has priced in quite a bit of good news
and anyone with common sense knows this entire rally has been MOMO and FOMO
so i officially bought puts on $NVDA today when it was around $166 and change
no matter what anyone thinks, even if NVDA is the best thing since sliced bread, all things go in cycles and eventually top out forever or at least for long periods of time, i think NVDA is close to a top, not a forever top (bc of buybacks etc) but possibly in terms of market cap for a while, people are throwing around trillion valuations like its no big deal, when in fact, yes these huge mega-caps make money, lots of it, but much of the rise in the stock market is due to the devaluation of the US dollar.
just look at GOLD prices, BITCOIN, well its a little different than gold, its not physical, but its a slap in the face to fiat and the inept federal reserve and US congress.
once, AI starts to displace white collar jobs and middle management jobs, plus many lower skilled jobs, the velocity of money will slow, also, MSFT is NVDA's largest customer, they will eventually cut back as will others, technology has a history of efficency and getting even more efficient, therefore, you might actually need less SEMI-conductor chips in the future, not necessarily more ;)
especially heading into AUGUST and SEPTEMBER, it is usually wise to buy puts in the stock market, especially in the stocks that have risen the most or are responsible for most of the market's gains, (MSFT NVDA NFLX AVGO AMZN GS JPM AXP MA BKNG PLTR)
every $1 gain in NVDA is like 15-20B in market cap, so ill take the risk that its going to get much harder for NVDA to rise from current levels near term, $140-$145 could be seen easily, in a bigger sell off, $110s-$120s, in a real recession, which will happen no matter what, NVDA could lose 50% of its market cap, yes, it could be that sensitive to big spenders like META and MSFT and AMZN and GOOGL if the global economy and US economy have a true recession. THE SP 500 at 6200-6300 is priced for perfection, im mean come, $4 TRILLION market cap??? this is getting a little nuts and too one sided again, eve MSFT price targets to $600 are starting to be SELL WARNINGS imo
fyi, i read an article that AI could displace 400-800 million jobs by 2030. hmmmmm thats a lot of people on welfare or not spending extra money on other real things. the future will be VERY WEIRD
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