Anonymous
ID: FtfUgSu7
7/9/2025, 7:03:44 PM No.60599978
>You now remember the sub 100 overconfident NVDA bears
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Thread 60599978 - /biz/ [Archived: 572 hours ago]
Anonymous
ID: JbP34nxN
7/9/2025, 7:04:50 PM No.60599985
>>60599978 (OP)
I don't remember any Nvidia bears, except the ragebaiting techtards on YouTube that complain about every new computer.
I don't remember any Nvidia bears, except the ragebaiting techtards on YouTube that complain about every new computer.
Anonymous
ID: 4L15VLgh
7/9/2025, 7:54:17 PM No.60600222
It's unironically a bubble (ai)
The only question is when should we sell.
The only question is when should we sell.
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Anonymous
ID: exfRf5GI
7/9/2025, 7:56:37 PM No.60600230
>>60599978 (OP)
I bought 300 shares at $110 and my only regret is I also had a BUNCH of calls I sold way way way way too early
I bought 300 shares at $110 and my only regret is I also had a BUNCH of calls I sold way way way way too early
Anonymous
ID: Yvm6WjsS
7/9/2025, 7:59:46 PM No.60600240
>>60599978 (OP)
Nvidia's market cap is so high that I don't understand how anyone could be stupid enough to buy it at that price. Same goes for BTC.
Nvidia's market cap is so high that I don't understand how anyone could be stupid enough to buy it at that price. Same goes for BTC.
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Anonymous
ID: hXJpv3qc
7/9/2025, 8:02:40 PM No.60600253
>>60600222
How is NVIDIA related to AI?
Serious question, I only know NVIDIA as the graphics card company.
How is NVIDIA related to AI?
Serious question, I only know NVIDIA as the graphics card company.
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Anonymous
ID: exfRf5GI
7/9/2025, 8:09:59 PM No.60600278
>>60600240
It has a pretty modest forward P/E, anon. Practically value stock level. Its mcap is high because it does insane revenue & profits.
It has a pretty modest forward P/E, anon. Practically value stock level. Its mcap is high because it does insane revenue & profits.
Anonymous
ID: exfRf5GI
7/9/2025, 8:12:49 PM No.60600290
>>60600253
GPUs are compute processors, they're not just used to process graphics. It's a bit of a misnomer, as graphics take a lot of processing power the first main use case for these processors were graphics and such the name Graphics Processing Unit was born. But given that GPUs are very powerful processors they are also used for things like large data processing, including AI.
NVDA basically provides the majority of the world's compute power. You can think about it like that.
GPUs are compute processors, they're not just used to process graphics. It's a bit of a misnomer, as graphics take a lot of processing power the first main use case for these processors were graphics and such the name Graphics Processing Unit was born. But given that GPUs are very powerful processors they are also used for things like large data processing, including AI.
NVDA basically provides the majority of the world's compute power. You can think about it like that.
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Anonymous
ID: rY19R6rW
7/9/2025, 8:20:43 PM No.60600330
>>60599978 (OP)
I cannot imagine anything more cringe than being bearish. That's actually called pessimism and is deadly.
I cannot imagine anything more cringe than being bearish. That's actually called pessimism and is deadly.
Anonymous
ID: hXJpv3qc
7/9/2025, 8:23:55 PM No.60600346
>>60600290
Interesting. Pretty sure that I used to have some NVDA back in 2020 before I liquidated everything and moved to precious metals.
Interesting. Pretty sure that I used to have some NVDA back in 2020 before I liquidated everything and moved to precious metals.
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Anonymous
ID: 4L15VLgh
7/9/2025, 8:32:02 PM No.60600389
>>60600253
Nowadays, Gpu gaming cards is like 9% of the Nvidia revenue.
Nowadays, Gpu gaming cards is like 9% of the Nvidia revenue.
Anonymous
ID: exfRf5GI
7/9/2025, 8:38:17 PM No.60600416
>>60600346
My argument to people about NVDA (and really also AMD and other computer companies, as well as the largest server companies and general computer companies like Microsoft) is this:
Which reality do you believe in? The one where we slow down computer usage in the near future, and need less compute power... or the one where we continue to rely more and more on computers and compute needs are continuously exponentially growing?
These companies are the railroad and oil companies of the future. They are providing the core infrastructure needed for tech to continue to expand. The more complex our technology gets, the more computer power needs grow.
People think these companies are in some sort of bubble. My take is they're poised for another 50-100+ years of hyper growth as we continue to move more and more of our world into a digitized realm.
My argument to people about NVDA (and really also AMD and other computer companies, as well as the largest server companies and general computer companies like Microsoft) is this:
Which reality do you believe in? The one where we slow down computer usage in the near future, and need less compute power... or the one where we continue to rely more and more on computers and compute needs are continuously exponentially growing?
These companies are the railroad and oil companies of the future. They are providing the core infrastructure needed for tech to continue to expand. The more complex our technology gets, the more computer power needs grow.
People think these companies are in some sort of bubble. My take is they're poised for another 50-100+ years of hyper growth as we continue to move more and more of our world into a digitized realm.