191–200 of 367 posts
2 hours into the post, nobody else noticed it is dated 2025, so what am I missing?
Fiscal years are about when you'll pay tax. This is Q1 of four quarters to be reported before Nvidia pays tax in 2025.
2 hours into the post, nobody else noticed it is dated 2025, so what am I missing?
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Can really Nvidia say no ? They are making 78% of margin on those chips - I would think that that leaves a lot of bargaining power to TSMC. They would loose much less than Nvidia.
You can't do shakedowns for your second best customer. Nvidia works also with Samsung for new 3nm nodes. Prices are defined by the profit margins of Nvidia's closest competitor (AMD 4.89%.)
Except Nvidia is shaking down its best, second best, and all the rest of their customers!
I foresee Nvidia stock playing out like a softer version of iomega that will still have consumer demand, but not as much temporary demand from the megacorps.
https://finance.yahoo.com/news/day-market-history-iomegas-in...
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The vast majority of financial issues would be prevented simply by following Buffett's advice to not lose money. It's tongue in cheek, but he's correct. Suppose you have a great idea for investing. It doesn't matter how good it is... don't put your life savings into it. If you do this you will make money. Investing is mostly about not losing money.
> Investing is mostly about not losing money Counterintuitively, when I focus hard on not losing money, I become too risk averse, I fail to take appropriate risk, and my returns are stuck in the low single digits. I can't count the times I sold great companies like Apple and Netflix and Tesla years too early because I was afraid to lose money and wanted to "lock in" a 50% gain. By focusing on potential for high retur…
If one was to be able to simply select the 50% of companies which perform better than the rest of the field. You would be in good shape.
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…
The problem then becomes getting out before the rest of the market and before the good times stop.
Like a party, perhaps one should sell while everyone is still having a good time.
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It's absolutely treated as insider info by policy where I work. It might not rise to SEC enforcement action, but if caught you probably won't have a job anymore...
Why would your employer care what you invested in? How would they be impacted if you bought or sold public stock of someone they interact with? Would they care if you traded Google, Apple, Microsoft or Oracle? I think most employers wouldn't care at all.
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…
I'll do it one better. As a gamer when I was younger, I knew they were the future. I asked for shares for my bday at the time and got them at least at $22.88 a share as that's as far back as my records go.
When I read that undeniably impressive anecdote, what really stands out is not the shares or the money - it's the incredible childhood you had, the smart and organised parents who raised you in a way that you'd even understand those notions at a young age, and be in a position to enable them.
The way I was raised, I could top my schoolmates academically no problem, but the concepts and methods for creating monetary wealth - beyond "I need to somehow scrape together enough to pay for the next week's needs" - weren't even part of my (or my family's) universe, until I gradually learned them by accretion from decades of my own adulthood.
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> its competitors are waaaaaaaaay behind. They stand peerless. Its competitors are only way behind when it comes to software support. The hardware coming out of Intel and amd is, especially for its price, very capable. Given how much money is being invested in AI right now, I don’t see Nvidia’s moat lasting more than a few more years.
Hardware has never been AMD's problem. Their chips are great, on paper. But their software has always been a few generations behind.
This likely has more staying power than the crypto boom that fueled AMD's GPUs to enormous heights but when that crashed AMD ended up holding a lot of stock it couldn't shift and had an enormous right down of inventory. This AI bubble could be burst by a better cheaper product more dedicated to the task or a realisation that the issues with AI just can't be solved and a cooling off of the market hype. What I fear is…
> This AI bubble could be burst by a better cheaper product more dedicated to the task True, but currently, no one can match the offering of NVidia, they are the sole pioneer in this market. AMD is yet to show any viable option (both on the HW and SW layers).