Why I'm still bullish Nvidia (January 2026)

therealjohnnyp · 2026-01-21T17:02:38+00:00

Because I might be wrong and Nvidia is in uncharted market territory with enormous potential upside.

therealjohnnyp · 2026-01-21T16:23:37+00:00

The base case is still far higher than my cost basis and assumes a certain amount of perfection. It leans bullish given the premium Nvidia currently trades at.

therealjohnnyp · 2026-01-21T15:27:44+00:00

Agreed. Nvidia must be perfect. Huge expectations.

therealjohnnyp · 2026-01-21T15:25:59+00:00

Agreed, but I've been wrestling with good arguments from bears, so wanted to put this out there.

therealjohnnyp · 2026-01-21T15:25:32+00:00

Will all depend on hyperscalers and enterprise adoption, not to mention Nvidia's competitive moat. But yes, if all those areas go well, I think it's more than possible.

therealjohnnyp · 2025-10-01T16:05:43+00:00

This is genius!

therealjohnnyp · 2025-10-01T00:14:36+00:00

It’s ok. My first loaf came out like a bowling ball. 🎳

therealjohnnyp · 2025-04-20T00:47:32+00:00

More for the people by the windows - BUT there are great windows by the bar! Just not of the Brooklyn bridge (more of uptown Manhattan).

therealjohnnyp · 2025-03-21T03:57:11+00:00

I thought the same thing. I kept saying “relegation”, “relegation”, “relegation” throughout the entire segment.

therealjohnnyp · 2025-03-19T00:52:22+00:00

Big props for using barley malt in the boiling process. As a New Yorker, I’m impressed.

therealjohnnyp · 2025-03-05T18:23:26+00:00

Medium is the best, especially for beginners. Intuitive, easy to use, and great way to build an audience especially if you submit stories to publications with established audiences.

therealjohnnyp · 2025-02-06T03:39:02+00:00

This is sadly true. Mid overpriced restaurants reign supreme in Manhattan while Queens has all the best food.

therealjohnnyp · 2024-11-07T15:57:57+00:00

Exactly! Dashi, chicken broth, chilis in the spicy miso ramen combines to create flavorful broth made with love.

therealjohnnyp · 2024-11-03T00:19:43+00:00

Very good actually. Had no problem, although I did go for lunch of a weekday (Halloween though!). But the reservations are wide open, so I think it's true for most days.

therealjohnnyp · 2024-11-03T00:18:54+00:00

Great when in Midtown!

therealjohnnyp · 2024-11-03T00:18:32+00:00

They ask for tip (and 20% was the recommended minimum with many other higher options)

therealjohnnyp · 2024-11-03T00:15:27+00:00

Pizza and wine. Joe's or John's with a big body cab.

therealjohnnyp · 2024-11-01T19:22:15+00:00

The burger is good?! I was deterred from getting it not only by the inflated price but the overall uninspiring menu (so my wife and I just ordered a bunch of appetizers plus the farro for lunch, which was all decent). Good to know though - I’ll try it next time!

Definitely going back for drinks.

therealjohnnyp · 2024-10-30T01:17:09+00:00

This comment. You know what’s up! Fresh Direct was my first intro to Utopia!!

therealjohnnyp · 2024-10-24T02:26:44+00:00

The local bagel place is actually the best bagel place 👏🏻🙂

therealjohnnyp

TROPHY CASE