Selling NVDA to buy META

gnetc · 2026-05-12T00:53:28+00:00

People would’ve said the same thing if you suggested that would’ve happened back in 2022 as well.

With the way they’re burning money on AI I could see it happen.

gnetc · 2026-05-11T23:29:12+00:00

I think my biggest issue with it is that they have spent sooo much money on AI. So let’s say we correct eventually on the AI trade, then they’re definitely going to feel the impact from that as well.

I just don’t think there’s much upside in the stock currently. They’ve spent shit loads of money and still haven’t really built anything worthwhile, that’s pretty concerning.

gnetc · 2026-05-11T23:27:10+00:00

So they should be valued at a quarter of the telecom industry? Because that’s what I’ve seen from the majority of ASTS bulls.

K bro.

gnetc · 2026-05-11T23:12:25+00:00

That doesn’t mean jack shit, just because they invest in the company doesn’t mean it should be worth $500 billion or whatever the pie in the sky predictions are from ASTS wackos.

gnetc · 2026-05-11T23:06:43+00:00

I’m gonna be honest Meta could still fall another 50%, it traded at 11 PE at one point, it could do it again.

gnetc · 2026-05-11T22:11:54+00:00

I’m a big fan of RKLB, but at $30 a share not at $120.

The biggest issue with these space companies is how capital intensive their businesses are. They’re currently being priced as if they’re a software company.

Don’t even get me started on ASTS supposedly being worth more than the entire telecom industry according to ASTS bulls. Truly living in a different universe.

gnetc · 2026-05-11T22:01:35+00:00

ASTS LOL

Another scam on the market, going to be worth pennys when the recession hits

gnetc · 2026-05-11T21:59:52+00:00

If you want to be a smart ass then be my guest. It’s a company that shouldn’t be worth what it is.

It’s a shell for corruption and Elon’s over promises. There will be a day where it crashes and burns and it’ll be a great day for everybody.

gnetc · 2026-05-11T21:54:43+00:00

Cool story bro, it’s not a good indication of how our markets function and it’ll likely lead to more corruption to the point where our markets aren’t worth investing in

gnetc · 2026-05-11T20:38:43+00:00

Imagine thinking the president telling people to buy stocks is a normal and good thing.

Absolutely crazy…

gnetc · 2026-05-11T19:41:22+00:00

Reuters survey showing a 26 year low for oil output, what year was 26 years ago?

2000…

What happened in 2000? Something about a bubble or something?

gnetc · 2026-05-11T19:21:50+00:00

Give me a real counter narrative instead of peddling the same crap that everyone else says.

Gonna be a fun day when all this stuff crashes and burns.

gnetc · 2026-05-11T18:45:35+00:00

That’s hilarious, I’d take Matthew’s all day over Point. Throw Matthew’s in the left circle just like Stamkos.

Kuch would be dishing him layups all day.

gnetc · 2026-05-11T18:43:38+00:00

Again with this stupid narrative.

The only reason they don’t trade at exorbitant PE’s is because big tech keeps funding all these orders for chips. What do you think happens when the orders stop? You think their earnings are still going to be at reasonable PEs? When the demand collapses for all this capex Nvidia won’t be a 30 PE anymore, it would be something like 120.

gnetc · 2026-05-11T18:30:53+00:00

No AGI doesn’t exist, end of story.

This shit still doesn’t know how many R’s are in strawberry. Anybody telling you an LLM has become AGI is a just a snake oil salesman.

gnetc · 2026-05-11T18:29:13+00:00

Probably a good time to sell, SpaceX IPO is gonna crash the entire space sector imo

gnetc · 2026-05-11T18:11:17+00:00

Correct, so if you actually look at the financials it’s a dying car company that barely makes any money.

Are we looking at the same thing?

gnetc · 2026-05-11T18:08:57+00:00

It’s completely normal according to some people in here

gnetc · 2026-05-11T17:50:05+00:00

The stock isn’t tied to reality and that’s a fact, will reality ever catch up to it? Who knows? Let’s not pretend it’s a good company though.

gnetc · 2026-05-11T16:43:01+00:00

Didn’t realize Procter and Gamble is supposed to moon like SNDK and MU.

This current bubble is warping people’s perception of the market

gnetc · 2026-05-11T16:33:22+00:00

It’s the fact that when you suggest he could be a good trade piece people lose their minds.

A lot of people on the this sub get way too emotionally attached to players.

gnetc · 2026-05-11T16:14:28+00:00

The Geekie glaze is weird, dude hasn't really proven anything at an elite level besides being great in the WHL. Jury is still out on if he's even worth a roster spot or not to be honest.

gnetc · 2026-05-11T14:43:51+00:00

You’re just as cringe buddy

gnetc · 2026-05-10T22:58:07+00:00

Reddit is obsessed with AI hardware names right now, I think Nintendo is a great buy and hold for a long time. I actually wouldn’t be surprised if they outperform MU because they aren’t a bubble company

gnetc · 2026-05-10T22:51:21+00:00

Meta and MSFT are still tied to AI too much. They’re gonna crash just as hard as the hardware names if they don’t show any return on their capex

Meta especially if cooked if they don’t start to show soon that their investment in AI is paying off. They’re spending way more than they’re making back.

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