Too many analysts are bull on Nvidia. Smells funny. Great video, Nvidia likely to slip post earnings. A lot of insiders and hedge funds are selling their shares.
I agree with your decision to sell. Not only am I in the camp that believes a recession is coming soon, but Nvidia is priced for perfection as you referenced. Even a hint of a slowdown in growth can result in a massive drawdown in the stock. I personally believe the company is massively overvalued relative to it's likely future growth + earnings. For one, I think data center spending by big tech companies will plateau and perhaps even decrease if those companies don't produce a significant return on investment in the short term. Secondly, these big tech companies as well as other chip companies know that Nvidia holds the key to building out this AI infrastructure, and therefore a lot of competition is coming in the form of in-house chips by big tech or rival chips that perform similarly by chip companies. Even if Nvidia's growth trajectory matches the high expectations that are priced in for it, I still think that the cyclicality of their business model will eventually result in a topping out of revenues, which is likely to result in massive multiple compression and a broad realization that this party can't go on forever. If the market cap was a bit more down to earth, I might think differently, but investors are pricing Nvidia in such a manner that there is little upside even with fantastic performance. That's my opinion, anyway.
very possible for NVDA to dip after earnings, especially with the delay of black well. They might have to reduce guidiance for Q4. Things should pick back up in Q1
Investment is about the future; unknowable. Is $3tn today for a $5tn company tomorrow worth selling? (Microsoft and Apple comparisons are irrelevant as they don't compete with Nvidia).
Too many analysts are bull on Nvidia. Smells funny. Great video, Nvidia likely to slip post earnings. A lot of insiders and hedge funds are selling their shares.
I agree with your decision to sell. Not only am I in the camp that believes a recession is coming soon, but Nvidia is priced for perfection as you referenced. Even a hint of a slowdown in growth can result in a massive drawdown in the stock. I personally believe the company is massively overvalued relative to it's likely future growth + earnings. For one, I think data center spending by big tech companies will plateau and perhaps even decrease if those companies don't produce a significant return on investment in the short term. Secondly, these big tech companies as well as other chip companies know that Nvidia holds the key to building out this AI infrastructure, and therefore a lot of competition is coming in the form of in-house chips by big tech or rival chips that perform similarly by chip companies.
Even if Nvidia's growth trajectory matches the high expectations that are priced in for it, I still think that the cyclicality of their business model will eventually result in a topping out of revenues, which is likely to result in massive multiple compression and a broad realization that this party can't go on forever. If the market cap was a bit more down to earth, I might think differently, but investors are pricing Nvidia in such a manner that there is little upside even with fantastic performance. That's my opinion, anyway.
TSM reported huge year over year earnings for July. Who is their primary customer?
Probably should wait until it drops, because it has been up for 6-7 days in a row.
very possible for NVDA to dip after earnings, especially with the delay of black well. They might have to reduce guidiance for Q4. Things should pick back up in Q1
It might not raise like Wall Street wants, but it looks like it will beat earnings from what its suppliers and customers are saying.
AMD has been in a slight downtrend for the last 5.5 months.
Investment is about the future; unknowable.
Is $3tn today for a $5tn company tomorrow worth selling?
(Microsoft and Apple comparisons are irrelevant as they don't compete with Nvidia).
If not , will u stop posting your video ?
There not gonna miss tsmc reported 40% gains n nvdia buys from them
u r wrong .
At this price range do you recommend a buy or wait till august 28th
I've gone through pull backs too many times. It's very possible that I miss another 10%-20% rally. But the risk is just too high for me.
haha , big mistake