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Nvidia announces financial results for first quarter fiscal 2025

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Re: Nvidia announces financial results for first quarter fiscal 2025

#241

Post by jejeyyy77 »

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…

so many folks here have industry knowledge that is as valuable as insider knowledge yet they don't have fortitude to act on it. Instead, they dismiss their own intuition and listen to reddit/social hivemind.

Re: Nvidia announces financial results for first quarter fiscal 2025

#242

Post by Salgat »

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…

The market is too fickle to rely on your own experience and knowledge. Remember, there's plenty of experts in the tech industry whose sole job is to trade tech stocks, this information is baked into the market. It's far more likely that you were lucky, rather than had some super special inside knowledge compared to others. The only (semi)reliable stock is an index.

Re: Nvidia announces financial results for first quarter fiscal 2025

#243

Post by jejeyyy77 »

unclad5968 wrote: post #203
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…

Demand could have plummeted for any reason and Nvidia would be sitting on hundred million dollar pallets. The reality is that your gamble was just as much gambling as their gamble. You just happened to win.

was it not fairly obvious that all the big software companies were going to ramp up on training AI models? the writing was on the wall, some people just didnt read it.

Re: Nvidia announces financial results for first quarter fiscal 2025

#244

Post by jejeyyy77 »

allenrb wrote: post #48

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…

lol, so short the stock...?

Re: Nvidia announces financial results for first quarter fiscal 2025

#245

Post by theGnuMe »

burningChrome wrote: post #217
UncleMeat wrote: post #78

Earlier quoted context omitted.

On the other hand, my uncle lost a fortune investing in a wireless networking company in the 00s. He has worked an entire career in networking and has contributed to bleeding edge systems in the area. This company had excellent tech, but ultimately didn't succeed. A lifetime of savings kaput. nvidia's p/e is also insanely high. "Wow they sure sell a shitload of product" isn't necessarily enough to justify the price.…

>> There are highly profitable companies that nevertheless see their stock price turn around. This happened with a local sports drink maker. It was branded for kids, more healthy, less sugar then Gatorade and energy drinks. Company took off, went public, stock went through the roof for about two years. Blue skies, everything coming up roses, lots of articles in the local business mags and websites. Then their supply…

Nvidia has been around for along time.

Re: Nvidia announces financial results for first quarter fiscal 2025

#246

Post by Bluecobra »

jejeyyy77 wrote: post #12
almog wrote: post #3

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.

lol, you realize markets are closed right? this is all low volume after market trading.

Depending on your broker you are able to trade certain symbols 24 hours a day now:

https://www.bankrate.com/investing/24-hour-stock-trading/

Re: Nvidia announces financial results for first quarter fiscal 2025

#247

Post by shreezus »

Here's the thing - compute/semiconductors will be the substrate for superintelligence.

If you believe AGI/ASI is imminent, the demand curve for compute will far exceed supply for the foreseeable future.

(Disclaimer: I am heavily biased, as a longtime investor in Nvidia + semiconductors, since 2014+).

Re: Nvidia announces financial results for first quarter fiscal 2025

#248

Post by theGnuMe »

somethoughts wrote: post #174
zooq_ai wrote: post #90

Earlier quoted context omitted.

The answer is we are in the Pentium II 33 MHz stage of AI chips. So, plan accordingly into what the future demand may look like.

I think the challenge is to determine whether or not AI applications are generalizably useful to all of society as general purpose PCs and smartphones or if they are more narrowly focused like crypto applications.

The answer is yes.

Re: Nvidia announces financial results for first quarter fiscal 2025

#249

Post by Salgat »

ipsento606 wrote: post #77
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…

I know nothing about stocks. But if a similar situation were to happen again, how can you tell whether or not the surge in demand is already "priced in"? Simply knowing that demand for a product has increased - even increased massively - surely can't tell you that the stock of the company that makes that product is going to increase in value, without also knowing whether or not that increase in demand is already refl…

The only answer anyone can give you with total truth is that there is no way to know for sure (without having very secretive insider knowledge, such as being a CEO who is about to make a big deal). There's a reason why managed funds in the long term don't outperform index funds.

Re: Nvidia announces financial results for first quarter fiscal 2025

#250

Post by dmvdoug »

Havoc wrote: post #206
MangoCoffee wrote: post #55

Earlier quoted context omitted.

Intel could get lucky like Nvidia if Intel doesn't buy back stock and instead spends money on R&D. edit: "Intel CEO Pat Gelsinger raised a few eyebrows by attributing Nvidia's current dominance of the AI market to luck" - https://www.extremetech.com/computing/nvidia-engineer-respon... .

Not convinced Intel can turn this around. Both on server and consumer side they've been losing share to AMD for like 7 years straight...cross generations, cross platform...just everywhere with amazing consistency. And if half of the AMD roadmaps/rumours are true then the next couple years will be worse. ...so yeah some casual R&D isn't gonna cut it...they need to pull a rabbit out of a hat urgently.

NVIDIA’s announcement included the declaration of a new Industrial Revolution based on AI. We’re coming to peak hype any month now. What will they ride when that wave(/bubble) dissipates?

(Microsoft announcing a few days ago that they have taken the lead in a new computing paradigm with their AI-infested devices was genuinely fascinating to me in that respect. The actual AI stuff that got added, I was like, (a) perhaps marginally useful for certain folks but (b) I don’t want any of it, and (c) it’s just literally the same stuff pushed for the past two years, only now with the same breathlessness as when people were genuinely wondering if ChatGPT was sentient (lol). Like, the huge pushback iTerm2’s creator got over adding an AI facility to its latest release puzzled some folks, but it really does feel like people are sick of the AI hype. AI evangelists are going to induce another AI winter if they don’t pump the brakes and start managing expectations better.)

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