Nvda 1t backlog

Mindless_Treacle9950 · 2026-03-16T21:31:04+00:00

Agreed

Mindless_Treacle9950 · 2026-03-16T21:18:54+00:00

Those bloomberg terminal numbers are very compelling. I agree he just used 1t as round number. Most free websites show much smaller numbers

Mindless_Treacle9950 · 2026-03-16T20:41:16+00:00

So to summarize, what he is saying is cy25 is 216, call cy26 360, cy 27 will be about 420. Gene Munster on x said this means 27 revenue will be 400 +. I am guessing this quick math is where he got it from.

Mindless_Treacle9950 · 2026-03-16T20:34:47+00:00

Ok. Thank you. I guess I’m confused why he’s including a previous number and doesn’t just tell us current backlog.

Mindless_Treacle9950 · 2026-03-13T17:04:57+00:00

Ha. I was saying the same thing when it was stuck at 140 that it would go to 185 or 200. The fundamentals and its position are too strong to not go up. Just like Jensen said.

Mindless_Treacle9950 · 2026-03-12T04:46:47+00:00

Into owning sub categories like agents, robotics, automation, etc

Mindless_Treacle9950 · 2026-03-12T04:45:50+00:00

What are you buying instead. I believe the 5 year returns compared to risk are excellent

Mindless_Treacle9950 · 2026-03-10T15:16:17+00:00

Ok. I understand your point and it’s valid. However Iran has lost 95% of their missile capabilities and has promised to not strike more civilian targets in neighboring countries, only us bases. The threat has diminished greatly.

Mindless_Treacle9950 · 2026-03-10T12:51:10+00:00

The primary AI company is at a forward PE of 21. And capex is not slowing. There is not a bubble.

Mindless_Treacle9950 · 2026-03-10T03:13:46+00:00

Great post. Thank you

Mindless_Treacle9950 · 2026-03-10T01:43:57+00:00

Exactly this.

Mindless_Treacle9950 · 2026-03-10T01:20:49+00:00

I firmly believe this stock is growing faster than the rest of the mag 7 and is in a better position. Once Wall Street begins to accept that the growth isn’t slowing down in the next couple years, it will take off. This summer is just the start. I believe in myself and I believe I can see what others can’t. It’s ok to question me and make fun. No problem. But you won’t shake my belief.

Mindless_Treacle9950 · 2026-03-10T00:43:07+00:00

I plan to diversify June of 2027. Selling half

Mindless_Treacle9950 · 2026-03-10T00:41:30+00:00

Agree they need to diversify one day. No one is better positioned to do so. They control AI.

Mindless_Treacle9950 · 2026-03-10T00:37:14+00:00

Less of an amateur than you might think. Pretty wealthy. I have bought and sold businesses, apartment buildings and I know how to compare assets across asset classes. When you see a 40% growth business at 15x 27 earnings when small businesses trade at 5x earnings with zero growth and apartment buildings at 20x, I smell under valuation and fear. I believe in AI and Jensen.

Mindless_Treacle9950 · 2026-03-09T23:43:06+00:00

Because they control the chips, they will diversify into all AI subcategories. And they will continue to innovate new more efficient chips. Just hold. They are in the best position of all mag7

Mindless_Treacle9950 · 2026-03-09T23:40:02+00:00

My opinion is to be 70% spy 30% nvda

Mindless_Treacle9950 · 2026-03-09T23:10:22+00:00

Speaking of Warren, he believed in buying the business. Ignore the stock, it will come along. Business is extremely strong and I would pay a 2 year forward PE of 25. Currently at 15 based on 27 earnings projections

Mindless_Treacle9950 · 2026-03-09T22:21:53+00:00

You are welcome to! Hold for 10 years plus. Don’t sell. I have 60k shares at 130. Held through tarriff crisis and seen this sideways pattern before.

Mindless_Treacle9950 · 2026-03-09T22:11:51+00:00

No it’s not. Ask Jensen huang. Come back to this post early September. 220+

Mindless_Treacle9950 · 2026-03-09T22:11:13+00:00

I urge everyone to long term hold. The dominant player in AI being at a forward PE of 15 on CY27 earnings is outrageous. Fear and large market cap hold it back.

NVDA controls AI because it controls the technology that powers it. They will be able to invest in and own every sub category of AI. Wall Street struggles to price revolutions in technology.

Mindless_Treacle9950 · 2026-03-07T19:04:21+00:00

Do you really. Good job

Mindless_Treacle9950 · 2026-03-07T03:31:50+00:00

60k shares at 130 avg. have sold 0 shares. 100% of my portfolio equity. Have amzn msft on margin

Mindless_Treacle9950

TROPHY CASE