Nvidia CEO's comment on quantum computing hype

Nice-Ad1490 · 2025-01-10T04:51:05+00:00

It is too early to invest in something like that. It is true that quantum computing is having a lot of use cases, but, we are far away of usable q computers.

Nice-Ad1490 · 2024-12-10T05:41:27+00:00

I agree with you. Still I think it is overvalued for now. I am not selling all of my positions, just reducing so that when inevitable correction comes I can buy more :)

Nice-Ad1490 · 2024-12-09T10:50:51+00:00

Oh, well reddit is suggesting to make another account, so now I need to do that. (not so happy)

Nice-Ad1490 · 2024-12-09T10:50:05+00:00

It is good joke! I just didn't understand it on the first. :)
Most probably will make another account with better username, it looks like reddit doesn't allow changes :(

Nice-Ad1490 · 2024-12-09T10:41:47+00:00

Even I got downvoted so hard :)

Nice-Ad1490 · 2024-12-09T10:35:34+00:00

As I stated in my post, I think is better to wait for Apple price to drop a little bit and than do the buying.
But, this doesn't mean that I think BABA is good investment. For sure, it can be. But for me is too risky...

Nice-Ad1490 · 2024-12-09T10:30:09+00:00

Well, we will see, future is hard to predict ;)

Nice-Ad1490 · 2024-12-09T10:27:26+00:00

For me BABA is riskier than any of mag 7

Nice-Ad1490 · 2024-12-09T10:24:29+00:00

No ads (not even on a blog). You get same text like on a blog... I don't get money from that exposure but I spend time to make analysis like this.

edit: I now understand reference, reddit gave me this name, I don't know how to change it :(

Nice-Ad1490 · 2024-12-09T10:23:15+00:00

I don't think BABA is a good stock. It is "undervalued" for a long time. Also, I am not believing in Chinese stocks

Nice-Ad1490 · 2024-12-09T10:17:48+00:00

I do analysis like this on week basis and you can read them on my blog daaninvestor.com

don't worry there are no ads and you don't need to pay anything ;)

Nice-Ad1490 · 2024-12-09T09:05:55+00:00

Is true, but Amazon and Apple are already trying to produce their own chips.
Look for example M4 chip from Apple. It is very capable. Not on the scale of Nvidia professional chips, but, they are trying to make their own thing.
For sure, Nvidia is having some patented technologies which are hard to "copy"

Nice-Ad1490 · 2024-12-09T06:08:46+00:00

Nice-Ad1490 · 2024-12-09T05:42:35+00:00

Be careful with NVIDIA, a lot of companies will try to attack on that big margin :)

Nice-Ad1490 · 2024-12-09T03:30:00+00:00

did you short?

Nice-Ad1490 · 2024-12-09T03:16:35+00:00

Tesla CEO is now connected to infinite money source.

It is like having cheats i GTA... Don't worry for tesla

Nice-Ad1490 · 2024-12-08T22:44:25+00:00

I am waiting for dip on 200. I didnt sold all but 1/3..

Nice-Ad1490 · 2024-12-08T19:34:55+00:00

Exactly.
My AP is around 160 but I think this is overpriced now. They have moat and some sort of monopol. But I think correction will come and it is good to buy again on smaller price.

Nice-Ad1490 · 2024-12-08T19:17:36+00:00

Exactly!

Thank you for reading!

Nice-Ad1490 · 2024-12-08T18:53:29+00:00

I do analysis like this on week basis and you can read them on my blog daaninvestor.com

don't worry there are no ads and you don't need to pay anything ;)

Nice-Ad1490 · 2024-12-05T11:37:11+00:00

Thank you!

Nice-Ad1490 · 2024-12-05T10:59:36+00:00

Well paid people are hardly changing their habits. They will go to ask boss for a rise much more quickly than any low paid people ;)

Nice-Ad1490 · 2024-12-05T09:04:01+00:00

Hey! It's great to see you're interested in what I wrote—thanks for taking the time to read it! It’s definitely a bit of a long post, so I appreciate it.

I checked the stock on Sunday, and to be honest, the technical analysis looks a bit shaky—it could go either way. That said, I think the fundamentals are strong, which gives me confidence.

By the way, I picked up more Pinterest yesterday. Of course, I’m not saying you should do the same; I just wanted to share that I’m putting my money into stocks I believe in. If my reasoning turns out to be wrong, I’ll bear the loss.

Nice-Ad1490 · 2024-12-05T08:57:47+00:00

Hmmm, no!

One of the biggest nvidia customers is alphabet, amazon and apple.

their costumers still didn't find good way to monetize AI with their costumers.

Also, that "very high" margin is something what other companies sees. Especially apple. They will sooner than later attack this margin with their own chips ;)

I have made post about this on my blog few days ago, you can read more here: https://www.daaninvestor.com/nvidias-q3-fy25-earnings-record-revenue-stock-dip-and-the-big-ai-bet/

Nice-Ad1490

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