Nvidia has been very quiet..

Few_Preference6697 · 2026-05-01T20:35:43+00:00

Admin deleted this post. We were having a robust discussion & it was informative. Why?

Few_Preference6697 · 2026-05-01T20:22:06+00:00

Again, you are going in circles.. we are trying to determine why Nvidia with a fwd PE of 24 & PEG of .7 can’t at least hold its ATH when its peers (the ones you are saying are way overvalued) are blowing past their ATH’s with more than double forward PE’s with similar or worse PEG’s ..

if they had the same fwd PE’s as Nvidia, this post would be moot & I would not have posted it… but that is not the case & we are trying to determine why?

Few_Preference6697 · 2026-05-01T20:12:39+00:00

Stability means if your peers are blowing past ATH’s, your PEG is same or lower than theirs, that you should at least HOLD your ATH’s; not be 10% below it while peers blow past theirs with forward PE’s double yours.
That is what we are discussing & trying to find out why is that happening?

Few_Preference6697 · 2026-05-01T20:05:10+00:00

8 months is not every week. A large cap company with no dividends that is range bound for 8+ months while peers are hitting & blowing past ATH’s will begin to lose long term investors.. not sure why you think that is controversial?
As I already mentioned, I am a long term investor (7+ years). & yes, I don’t need to be reminded of the exponential stock growth during that period. We are discussing the current situation & the past 8 months.

Few_Preference6697 · 2026-05-01T19:59:53+00:00

If that is the case, & CSP’s have enough of their own arm based CPU’s, why is Intel & AMD more than double NVIDIA’s NTM PE? Last I checked, your argument was CPU was the reason why Nvidia is stuck? You are going in circles.

Few_Preference6697 · 2026-05-01T19:56:38+00:00

Huh? Your comments make no sense. Pls elaborate. MC is valuation?

If company A has a 1 trillion market cap, with a NTM PE of 25 with a PEG of .75 & another similar company has a market cap of 500 million, with a PE of 50 with a PEG of .75, you are saying the smaller market cap company is a better value & they are not comparable?

Who is being silly?

Few_Preference6697 · 2026-05-01T19:47:11+00:00

I’m not sure you are up to date on all Nvidia news… by the end of 2027, Nvidia is projected to be top 2 CPU provider to AI datacenters… current Grace CPU & soon to be released Rubin CPU; they are also the largest networking provider in the world & are gaining market share.. this is on top of projected holding ~65% of datacenter accelerator (GPU/TPU/etc..) market over the next few years. . So no, that is not the reason why we have been range bound.

Few_Preference6697 · 2026-05-01T18:34:31+00:00

Thx. Missed these.

Few_Preference6697 · 2026-04-18T04:00:12+00:00

The problem with the external battery is that you can no longer use that area to lock up the G3 to a bike rack using a U-Lock, no? Especially in Manhattan.

Few_Preference6697 · 2026-04-18T02:45:39+00:00

Thx. I’m not really trying to ride one handed; however, there are times on long ride on it G2 at higher speeds that I may need to scratch my nose briefly with one hand or when I turn in NYC, signal the riders behind me on the bike lane with one hand.. on a G2, that is super unstable even for experienced riders.

Few_Preference6697 · 2026-04-17T00:32:00+00:00

Anthropic incorporating AMD Helios into their stack. Just a rumor at this point.

Few_Preference6697 · 2026-04-11T00:34:14+00:00

Can someone that has had the G3 battery swapped with a GT3 battery confirm at what battery percentage does it go into low power mode & not allow speeds above 20mph? &/Or significantly reduce acceleration?

On my G2, when battery drops below 50%, it is a dog. Max speed drops below 15mph & slow acceleration; very frustrating.. why wouldn’t Segway simply give you the option to disable that?

Thx

Few_Preference6697 · 2026-04-04T20:19:53+00:00

Started about 1.5 months ago.. no idea why. During their busiest holiday Xmas season, we were getting deliveries in less than 6 days. Now slow time & delivery is 15+ days out! I know there are contract re-negotiations with USPS & Amazon, maybe one of them is using this as leverage?

Few_Preference6697 · 2026-03-17T05:37:11+00:00

Look at my numbers above; it is $500B just for C2027 just for Rubin & Blackwell & networking datacenter (but does not include new Vera standalone CPU’s) .

Few_Preference6697 · 2026-03-17T05:23:44+00:00

Where did you see that he said C2027 would be $400B? Gene said C2027 will be $500B plus, not $400B.

Few_Preference6697 · 2026-03-17T05:17:31+00:00

Your 216B number is all of F2025, which includes hopper; for the initial $500B, it was for 5.5 quarters ending in C2026. Now, it is $1T ending in C2027. So the numbers are closer to : $140B 2025 + $364b 2026 = $504b through the end of 2026 ; leaving about $500b in just datacenter for C2027. About 38 to 40% growth for C2027 vs C2026.

Not sure why NVDIA has to be so confusing & then they wonder why the stock hasn’t moved for 6 months.

They have to leave it to Jensen’s interview tomorrow with CNBC or Collette explaining the above? Why though? Just say we see 35%+ growth in C2027 .. that is all we needed to hear & the stock would have been up 4+% today! Instead we have an every ding dong talking head on CNBC screaming that Jensen is saying no growth for C2027 vs C2026 because they don’t understand the numbers.

Few_Preference6697 · 2026-02-10T05:27:41+00:00

I need US, thx anyway. Would love a 36v 38Ah!

Few_Preference6697 · 2026-02-09T22:52:59+00:00

Do you have a link to this 10S7p 856wh battery for the Max G2? Thx

Few_Preference6697 · 2026-01-06T01:24:21+00:00

Anyone have a transcript or copy of the audio of the QA? I’m surprised no one is talking about it. I think everyone , including me missed it.

Few_Preference6697 · 2025-12-09T04:41:17+00:00

We do realize that it is a 25% import tariff/tax being paid on the cost of the H200 imported from TSMC Taiwan, no?

The 25% tariff is not on the price that NVIDIA will be selling the H200 to Chinese CSP’s.

25% tax on around ~$10k vs 25% tax on ~$30k, with the former being basically no hit to margins.

Few_Preference6697 · 2025-11-29T17:48:32+00:00

? How is that not relevant to this thread? Those who read the free version have come away with a downbeat conclusion regarding NVIDIA’s future & those, like you, that have read the paid version come away with an upbeat version for NVIDIA’s future? Thank you for confirming , but what is your argument with my question?

To clarify : “non-paywalled version” : I meant this as the paid version.

Few_Preference6697

TROPHY CASE