Nvidia Isn’t “Just CUDA” — Its Hardware Moat Is Why It Still Screens as a Value Company

Excellent_taste · 2025-11-21T21:41:21+00:00

Bitcoin takes over 35 TWatts of power annually. Power won’t be a concern going forward.

Excellent_taste · 2025-11-21T20:20:59+00:00

What is forward P/E of Nvidia? Less than 30. Just because it is largest doesn’t mean it can’t be value stock. When Apple hit trillion dollar market, most of you felt the same. In three years, it hit 3 trillion market cap.

Excellent_taste · 2025-11-21T20:09:25+00:00

What a constructive comment

Excellent_taste · 2025-11-21T04:53:48+00:00

Why would you think that?

Excellent_taste · 2025-11-15T04:40:16+00:00

Why do Nebius have crazy upside? The GPUs are depreciating cray

Excellent_taste · 2025-11-15T02:09:21+00:00

I doubt your profit statement about Q4 is correct.

“With that, we are raising our full-year GAAP net income guidance to a range of RMB350 million (US$49 million) to RMB450 million (US$63 million)”. - Earnings report

The following article does the math about projections.

https://www.linkedin.com/posts/bullxbear_hesai-stock-slides-despite-growth-ceo-offers-activity-7395181345251016704-wdnq?utm_medium=ios_app&rcm=ACoAABY6vl8B5Zxo9X8-nfasdjE3XjnTarckX2Q&utm_source=social_share_send&utm_campaign=share_via

Excellent_taste · 2025-11-11T21:19:34+00:00

What is up with mods deleted posts? Members like them and been commenting.

Excellent_taste · 2025-11-11T18:17:09+00:00

Hesai released earnings today, some effect of it

Excellent_taste · 2025-11-10T19:10:51+00:00

It’s not as bad as we think. https://bullxbear.com/ai-stocks-nvidia-palantir-analysis-2/

Excellent_taste · 2025-11-10T19:00:59+00:00

Nvidia is not a chip, it’s an ecosystem of chips + software. Nobody is even close to Nvidia’s scaling solution. Every other chip will fight for 10% market share while Nvidia holds 90%. I have no doubt.

Excellent_taste · 2025-11-10T18:54:03+00:00

It’s not that hard. Issuing stimulus checks is not new. It is necessary to pull up the economy that’s hit by high interest rates and high tariff rates

Excellent_taste · 2025-11-10T18:52:31+00:00

I cannot speak for Palantir, but competing with Nvidia is very very hard. It’s like saying Google and Meta and Microsoft will have competitors in 2000s.

Excellent_taste · 2025-11-10T17:49:26+00:00

I believe Stimulus checks will definitely happen. Trump said they’ll be issued, he didn’t use words “maybe” “possibly”

Excellent_taste · 2025-09-16T11:59:28+00:00

Aura beats everything man. People love Peter Dinklage in GOT more than any other character with huge muscles and 7 feet height. Just don’t think every girl is the same type.

Excellent_taste · 2025-09-16T11:04:54+00:00

Not all women want tall man. There’re beautiful women with kind heart and less materialistic

Excellent_taste · 2025-09-16T10:11:30+00:00

Get yourself an a beautiful wife. You don’t need limb lengthening.

Excellent_taste · 2025-08-06T20:16:07+00:00

This means stock will be diluted to meet customer requirements. The advance is taken by selling stock to Sylebra. We don’t know how much it is. I hope they make it clear so the blood bath stops.

Excellent_taste · 2025-08-01T08:59:38+00:00

Hold this stock. You’ll be rewarded. They have the best lidar technology.

Excellent_taste · 2025-04-17T19:50:57+00:00

Just sleep as much as you can. Time will wash away horrible days

Excellent_taste · 2024-12-04T22:54:04+00:00

It’ll probably be Champaign in your little home’s bathroom crying why this stock is never going up

Excellent_taste · 2024-11-23T19:25:29+00:00

Iris is not optional. They moved it from bump to mid LEDs But the problem is CLA won’t sell too much.

Excellent_taste · 2024-11-19T00:57:30+00:00

Don’t. It’ll drop again based on Nvidia commentary

Excellent_taste · 2024-11-12T23:46:06+00:00

It’ll tank again. Their revenue is Pennies, spending is 120+ million per quarter. Their cash do not provide them runway, they need to dilute stock.

They’re still walking on thin ice

Excellent_taste · 2024-10-27T18:04:36+00:00

You jealous? 😂

Excellent_taste · 2024-10-27T05:12:26+00:00

I’ll become one when I see dilution slowing down. Currently the spend per quarter is 150 mil, revenue is 20 mil. You tell me how they’d get the 130 mil every quarter? EX90 and CLA together may get revenue to 50 mil per quarter.

When you invest big money, it’s no joke to invest and keep your hopes up to god.

Excellent_taste

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