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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

#291

Post by pinewurst »

pylua wrote: post #204
anon291 wrote: post #79

Earlier quoted context omitted.

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.

Even Warren buffet and munger have made large mistakes though. Don’t bet more than you can afford to lose is probably the biggest rule.

Especially where technology was concerned e.g. their IBM and HP investments…

Re: Nvidia announces financial results for first quarter fiscal 2025

#292

Post by zamadatix »

theGnuMe wrote: post #273
hi-v-rocknroll wrote: post #194

And they only have ~18 months of absurd profits from just a couple of customers (Meta and Microsoft/OpenAI) who are likely to realize they don't have the revenue to support 10 figure CapEx and will chose to develop their own chips, cutting NVIDIA out of the loop. 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…

The race to build their own chips vs buy nvidia… I imagine they do both. Any nvidia they leave lying around the others will buy and start training models with. Arms race basically and you don’t want your enemy buying the alternative.

Nvidia, being the 3rd most valued company in the world right now, couldn't get bought by any of its customers until after it's no longer relevant to leading the AI race and has been devalued accordingly.

Re: Nvidia announces financial results for first quarter fiscal 2025

#293

Post by zeroonetwothree »

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 always invest based on a d20. Back when BTC was $1 I rolled one and got a natural 20 so I knew it would take off. I put my life savings into it and cashed out last year. Now I own three yachts and two islands and have the whole day free to troll on HN.

Re: Nvidia announces financial results for first quarter fiscal 2025

#294

Post by 7speter »

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…

Redditors mostly only look at all technology through the eyes of gaming and nothing else. So because Nvidia cards were relatively cheap compared to the last few years because of cryptomining, of course Nvidia is in dire straits and will be left to the mercy of the almighty gamer.

The en-vogue group think on Reddit now is to show total disdain towards all AI, and insist that the 'AI PC' is solely a marketing tactic for Intel, Dell and Microsoft to sell more computers, mostly because it really seems most people on reddit don't do any work to appreciate the benefits AI can provide to productive people.

Re: Nvidia announces financial results for first quarter fiscal 2025

#296

Post by anon291 »

panarky wrote: post #153
anon291 wrote: post #79

Earlier quoted context omitted.

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…

It's impossible to lose money you don't bet. I don't understand this mentality. If you have a 30k portfolio... fine bet the 5-10k... even if you lose it you're fine.

> 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.

Ah the sunk cost fallacy. Having an exit strategy is important. Never beat yourself up for an appropriate exit strategy.

Re: Nvidia announces financial results for first quarter fiscal 2025

#297

Post by gnicholas »

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…

This can be good advice, except that it tends to create a correlation between one's portfolio (unless you're shorting) and one's profession. So if your industry tanks, you could find yourself laid off and with a slashed portfolio.

Re: Nvidia announces financial results for first quarter fiscal 2025

#298

Post by bradfox2 »

mjthrowaway1 wrote: post #179
bradfox2 wrote: post #159

Earlier quoted context omitted.

I work at the intersection of power and AI. Buy utility stock. The bottleneck for AI expansion will not be installed GPUs, but the electricity they need to run. We are in an energy crisis and not many realize it yet. Virgina, Texas, Arizona and soon to be Ohio and Georgia are out of generation capacity and the data centers are like locusts.

Been on this thesis for the last few months. Any companies you think are interesting or have potential to grow during the energy crisis? Looking for more prospects to evaluate.

I'd look at generators in unregulated markets and suppliers of generation equipment.

Re: Nvidia announces financial results for first quarter fiscal 2025

#299

Post by attentive »

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…

That is great way to loose tons of money. Being in a winning trade doesn't make you genius. Price matters. Geo matters. Policy matters. Many other things matter.
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