61–70 of 367 posts
This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…
Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.
This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…
Has demand saturated while downstream AI engineers tinker on actually profitable use cases or is it going to keep growing exponentially.
Probably most stock price models assume at minimum linear growth for the next 5-10 years. But if the future reality is that it nearly plateauing and will likely drop off...
Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.
Dividend yield is 0.02% - the increase is meaningless anyway. It's quite amazing to me how the stock splits tends to boost the price, or at least it's the perception. What's the underlying mecanism ?
Before partial shares and odd lots, it also let less money buy the stock.
This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…
do you have an exit strategy?
For a complete exit I would need to see a genuine competitor emerge. I have not seen that yet.
We all understand that this cannot and will not continue, right? One of two things happens: 1. The AI boom goes bust. Nvidia sales and/or margins crater. The stock craters with it. 2. The AI boom is the real deal. Companies aren’t stupid and won’t keep paying Nvidia these prices forever. Pretty soon hardware and software architectures are standardized enough that anyone who can get onboard with TSMC, Samsung, or Inte…
Earlier quoted context omitted.
>You can’t buy options on a $1000 stock Yes you can.
Thanks for your pedantic contribution. I obviously mean you can’t buy them on a small account. You can by a fraction of an NVDA share with $200 but you can’t buy a call option
Earlier quoted context omitted.
maybe allows more retail investors to buy? hypothetically fractional shares solves this but i bet in practice, not many folks buy fractional shares.
That's about the only 'rational' explanation I can think of - but I suspect that's really small money overall - it's not people who can only afford to buy 50$ that will drive up the price ? Or maybe the actual number is x10 - since we don't want to buy just 1 share, and the real minimum is 10 shares ?
Many individual investors are people who only have like 100-200 USD per month to invest through Robinhood. Or they do have some 401k plan where they get like $400 monthly.