Nvidia announces financial results for first quarter fiscal 2025

Post by HDThoreaun » Wed, May 22, 2024, 11:47 PM UTC

eaenki wrote: post #94

Detrytus wrote: post #60

Earlier quoted context omitted.

Not GP, but that's exactly what I'm doing. Sold NVIDIA recently at 869 USD (having bought it at 453 USD), and invested profits in Intel :) We'll see how that plays out in a year or two.

really? intel a sideways stock from the 70s is the best long you found in the entire planet? out of all the financial instruments and all the markets and all the categories u actually believe that’s the best pain to gain ratio play

Post by HDThoreaun » Wed, May 22, 2024, 11:49 PM UTC

TheAlchemist wrote: post #30

beggi wrote: post #26

Earlier quoted context omitted.

TSMC should be charging NVDA much more

Why it's not happening ? For the first quarters after AI exploded, I thought it was just that contracts were already signed, but what's stopping them now ?

Post by ethbr1 » Wed, May 22, 2024, 11:49 PM UTC

floatinglotus wrote: post #214

latchkey wrote: post #199

Earlier quoted context omitted.

They are moving a lot more quickly now on resolving those issues. It won't happen over night, but the ship is definitely changing course on that.

The number of companies that wish they were a SW company rather than a HW company is very long, and despite all their efforts once they get to a certain size the die is cast.

Post by solidasparagus » Wed, May 22, 2024, 11:51 PM UTC

PheonixPharts wrote: post #141

AnotherGoodName wrote: post #46

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…

Curious if you've closed out your position yet? The tricky thing about the market is both entering and exiting at the correct time. I have strong knowledge of this is space and don't invest in it exactly for that reason. LLMs are great, but the hype is greater, and I personally don't want to have my income and my investments correlated. NVIDIA may be selling a lot, but their P/E ratio is nearly 80, so that price isn'…

Post by JonChesterfield » Wed, May 22, 2024, 11:58 PM UTC

peppermint_gum wrote: post #139

This could have been AMD, but they choose to sabotage themselves with half-baked APIs that don't even support all of their GPUs. Hell, ROCm didn't even support Windows until recently. Frankly, it's shocking how bad they are at it.