NVIDIA… thoughts on their results

[Ducati996R]

From what little I know and reading about their latest results …it seems to be yet another strong quarter ..and a good outlook for continued growth….anyone listen to the investors call last night

[GuigiaroBertone]

Sold yesterday at 125. Having lost 10k earlier in the week on PDD (Temu) after their positive earnings statement, I decided to get out.

One of the very few times I've sold at the right time!

[Hobo]

GuigiaroBertone said:

One of the very few times I've sold at the right time!

Maybe... maybe not.

[av185]

Currently down 6 pre market.

[bogie]

Great results, not great market reaction

over the next year as Blackwell demand starts to get fulfilled, should be even better.

[Mr Whippy]

My rough calcs.

Nvidia being worth $3Tn.

4bn people that might want “AI”

~ $75 per head every year for 10yrs.

That’s a lot of AI cost to trickle down (with taxes and inefficiencies etc, likely doubles or quadruples)

So let’s say $200 per person for a decade for AI inside their cars, toasters, TVs, phones, internets, outlook and word, PowerPoint ()

X 4bn people around the world all consuming at peak AI.


Sorry it just doesn’t stack up to me.

Just one competitor getting anywhere close, or one disruptive swing in the tech, and half their market and ability to set price goes out of the window.

[Hobo]

av185 said:

Currently down 6 pre market.

4.3% currently. Was 6% overnight, but has seemingley recovered slightly.

May even end the day up ?

[av185]

Volatility guaranteed.

Buy the dips and hold some.

Trade some too.

A great long term investment gamble.

[asfault]

GuigiaroBertone said:

Sold yesterday at 125. Having lost 10k earlier in the week on PDD (Temu) after their positive earnings statement, I decided to get out.

One of the very few times I've sold at the right time!

I mean if your outlook is 2 days then yes lol. I've stuff I've sold and thought wow down 20% next day what a shrewd investor I am.
1 week later its bounced back 20% and a further 15% and wver gone lower.
What an idiot I am... lol

[mikeiow]

asfault said:

GuigiaroBertone said:

Sold yesterday at 125. Having lost 10k earlier in the week on PDD (Temu) after their positive earnings statement, I decided to get out.

One of the very few times I've sold at the right time!

I mean if your outlook is 2 days then yes lol. I've stuff I've sold and thought wow down 20% next day what a shrewd investor I am.
1 week later its bounced back 20% and a further 15% and wver gone lower.
What an idiot I am... lol

Day traders

The only time I was a market genius was 1992….I had a couple of grand in TSB shares, but needed it for a car.
Sold up on a Monday, which was followed by Black Wednesday.
If I had waited 2 days, they would have been worth about half what I got
Pure genius.
Or indeed, absolute luck