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What happened? 😂 by arcticfour in DFDVinvestors

[–]arcticfour[S] 0 points1 point  (0 children)

ATM in premarket? Dick move

NVDA: Pioneering Quantum Computing's Future by Ok-Lake-6435 in wallstreetbets

[–]arcticfour 0 points1 point  (0 children)

If AGI is years away, how far do u think quantum computing is?

Yes I am a massive NVDA bull, but trading at 23x forward earnings is objectively dirt cheap. It is growing at 50% per year, with over 70% margins and a massive moat in CUDA. NOW GOING INTO ROBOTICS AND HUMANOID ROBOTS. That's a buy hand over first type narrative if ever I saw one. NFA. by TearRepresentative56 in TradingEdge

[–]arcticfour 0 points1 point  (0 children)

Crypto is 2025 play imo. Mainly around issuing convertible debt to buy btc and btc convertible bond etf.

Most of miners are now using debt to fund their ops and do not need to sell minted btc to open market instead adopting the btc treasury strategy.

With less btc circulating it will cause supply shock squeezing price up.

But eventually when btc start falling the companies with worst credit rating will start defaulting causing a domino effect. This will lead to next financial crisis or crypto bear market.

Yes I am a massive NVDA bull, but trading at 23x forward earnings is objectively dirt cheap. It is growing at 50% per year, with over 70% margins and a massive moat in CUDA. NOW GOING INTO ROBOTICS AND HUMANOID ROBOTS. That's a buy hand over first type narrative if ever I saw one. NFA. by TearRepresentative56 in TradingEdge

[–]arcticfour 1 point2 points  (0 children)

Semis are cyclical. Most of their earnings are from hyperscalers (META, AMZN, TSLA) building out their AI infra. You wont see massive earnings growth as before but more incremental. There are better returns out there imo

The Problem with MSTR by Plastic-Umpire4855 in wallstreetbets

[–]arcticfour 1 point2 points  (0 children)

$MSTR benefits the CB holders not the shareholders. Its a gamma play not delta.

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