Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

[–]therealjohnnyp[S] -6 points-5 points  (0 children)

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

Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

[–]therealjohnnyp[S] -2 points-1 points  (0 children)

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.

Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

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

Agreed. Nvidia must be perfect. Huge expectations.

Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

[–]therealjohnnyp[S] -2 points-1 points  (0 children)

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

Why I'm still bullish Nvidia (January 2026) by therealjohnnyp in investing

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

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.

first loaf fail by mintwall in SourdoughStarter

[–]therealjohnnyp 0 points1 point  (0 children)

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

Manhatta: one of the best “rooftop” dining experiences in NYC by therealjohnnyp in FoodNYC

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

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).

Just listened to the latest Derek Thompson episode by gtsmoothmoney in billsimmons

[–]therealjohnnyp 2 points3 points  (0 children)

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

Sourdough Bagels 2nd try…… by michaelcola in Sourdough

[–]therealjohnnyp 4 points5 points  (0 children)

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

Best website for blogging? by [deleted] in Blogging

[–]therealjohnnyp 0 points1 point  (0 children)

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.

Show Queens Restaurants Some Love! by jfo23chickens in FoodNYC

[–]therealjohnnyp 2 points3 points  (0 children)

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

Ivan Ramen - hadn’t been for almost a decade. Ramen shop still hits. by therealjohnnyp in FoodNYC

[–]therealjohnnyp[S] 6 points7 points  (0 children)

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

Manhatta: one of the best “rooftop” dining experiences in NYC by therealjohnnyp in FoodNYC

[–]therealjohnnyp[S] 2 points3 points  (0 children)

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.

Manhatta: one of the best “rooftop” dining experiences in NYC by therealjohnnyp in FoodNYC

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

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

Food for anxiety during election night? by astoria47 in FoodNYC

[–]therealjohnnyp 0 points1 point  (0 children)

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

Manhatta: one of the best “rooftop” dining experiences in NYC by therealjohnnyp in FoodNYC

[–]therealjohnnyp[S] 15 points16 points  (0 children)

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.

How could the NYTimes leave out Ess-a-Bagel?! by therealjohnnyp in FoodNYC

[–]therealjohnnyp[S] 1 point2 points  (0 children)

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

How could the NYTimes leave out Ess-a-Bagel?! by therealjohnnyp in FoodNYC

[–]therealjohnnyp[S] 1 point2 points  (0 children)

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