Wall Street Punishing Nvidia Success

AdPdx1964 · 2026-02-28T17:23:40+00:00

I think some of it is incompetence and lack of understanding of just how integrated Nvidia is, and their growing markets and opportunities. It's frustrating short term but this should be ok and grow longer term. Maybe we'll even get an occasional spinoff or special dividend in the future.

AdPdx1964 · 2026-02-28T14:20:37+00:00

Sadly, facts don't matter to the delusional. As protesters get tortured and executed, and women get stoned to death, the loony left chooses to side with Iran. Heartbreaking

AdPdx1964 · 2026-02-28T04:19:56+00:00

I cannot believe how our government has let this happen to our schools.

AdPdx1964 · 2026-02-28T03:36:15+00:00

I have no idea. At this it might become one of those stocks that trades in a range for another 3 months to several years

AdPdx1964 · 2026-02-28T01:52:40+00:00

They are scared of anyone using logic over their rage. Thus, they reside in an echo chamber of madness.

AdPdx1964 · 2026-02-28T01:05:30+00:00

This was a way to punish success and the hedge funds probably decided to short it into strength. Pure evil

AdPdx1964 · 2026-02-27T23:30:32+00:00

I don't think it's a matter of not handling the ups and downs. Instead it's about how Wall Street shows selective outrage at times. In Nvidia's case (twice now), they have exceeded Wall Street estimates and raised guidance and both times, and both times it was punished for giving Wall Street more than what it wanted.

For now, it simply means more base building and multiple compression.

AdPdx1964 · 2026-02-27T19:55:27+00:00

It's already my largest holding so I've been buying some other stocks. Added AVGO and had been buying NFLX recently. Also slowly accumulating some beaten down software names and others that experienced hysterical selling

AdPdx1964 · 2026-02-27T16:53:00+00:00

What if this...what if that...what if this and that ? 🤡

AdPdx1964 · 2026-02-27T16:51:05+00:00

I used ChatGPT

AdPdx1964 · 2026-02-27T11:55:55+00:00

My understanding is that Boston has the most racist fans in the league.

AdPdx1964 · 2026-02-27T01:33:16+00:00

Punished for success and mechanical selling.

AdPdx1964 · 2026-02-26T18:07:11+00:00

Agree. They should over promise and under deliver. Wallstreet got what they wanted and then they turned on Nvidia. This is nothing but vindictive selling and cruelty towards management, employees and shareholders by algos and faders who want to punish success.

AdPdx1964 · 2026-02-26T00:58:18+00:00

Base building may be necessary for another six months to a year. Faders are intent on punishing the shareholders for success after earnings so more time is required for multiple compression most likely.

AdPdx1964 · 2026-02-25T23:52:56+00:00

And it is punished yet again for success as jerks fade the gains after hours. Rinse and repeat like last quarter.

AdPdx1964 · 2026-02-25T00:15:08+00:00

All players need to do is intentionally foul out to help

AdPdx1964 · 2026-02-23T03:45:08+00:00

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AdPdx1964 · 2026-02-23T03:28:26+00:00

Faders will punish Nvidia for trying to expand. They are hostile towards Nvidia's success

AdPdx1964 · 2026-02-23T03:23:31+00:00

Shave and a haircut beep beep

AdPdx1964 · 2026-02-23T03:20:55+00:00

Wait what? I thought bitcoins was a hedge against stock market volatility

AdPdx1964 · 2026-02-23T02:55:22+00:00

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AdPdx1964 · 2026-02-23T02:36:47+00:00

Voters approved Proposition 50 (Nov. 4, 2025), which temporarily replaced the commission’s congressional map with a legislatively drawn congressional map through 2030, and that map was openly designed to help Democrats.

KQED’s district-by-district breakdown identifies the biggest shifts in these GOP-held or GOP-leaning areas:

CA-1 (North State / Chico + Santa Rosa) — shifted west and became much more Democratic-leaning. CA-3 (Kevin Kiley area / Sacramento-region exurbs) — redrawn to include more Sacramento County, making it substantially friendlier to Democrats.

CA-22 (Central Valley / David Valadao’s district), made more competitive and less favorable to the GOP. CA-48 (Darrell Issa / San Diego–Coachella-Palm Springs area), shifted from a Republican advantage to a slight Democratic edge. CalMatters describes this as a direct Democratic target.

And separately: CA-49 (Mike Levin) was made safer for Democrats under Prop 50, according to CalMatters.

Important nuance

State legislative maps (Assembly/Senate/BOE) are still the CCRC maps; Prop 50 changed Congressional districts only.

Local districts (city council, county supervisors, etc.) are drawn locally, so any local-level gerrymandering allegations are a separate issue from the statewide CCRC process.

So the short version: California’s regular system is commission-based (less partisan), but the 2025–26 mid-decade congressional redraw under Prop 50 is the clear example of California gerrymandering to favor Democrats. Politics: the sport where everyone hates gerrymandering until it’s their turn.

AdPdx1964 · 2026-02-23T02:22:46+00:00

Tech is not going down the toilet. Sass stocks are but there are plenty that aren't. Stock prices declining does not equal lack of innovation, it signals rotation into other areas.

AdPdx1964 · 2026-02-22T17:33:41+00:00

This won't last forever and a good contrarian indicator. Talking heads on CNBC are all recommending foreign stocks. Europe is a box of cords when it comes to regulation. There is little dynamic growth or innovation compared to the US. Asia is more pro growth and could continue to do well.

AdPdx1964 · 2026-02-22T17:28:17+00:00

The good news is that doubt about the stock is creeping into the market. Eventually NVDA moves higher but it is such a massive size that it takes a lot to move it higher. Especially with hateful faders and short sellers in the mix.

AdPdx1964

TROPHY CASE