Earlier quoted context omitted.
You quite literally can; a $1000 strike call contract on NVDA 2-DTE is $1140 strike is (before markets closed today obviously)
Man.. this forum is something else
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Nvidia announces financial results for first quarter fiscal 2025
321–330 of 367 posts
Re: Nvidia announces financial results for first quarter fiscal 2025
#322Earlier 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.
I can think of hundreds of use cases for LLMs. But all my ideas are hindered by inference cost, context size, and LLM accuracy.
I assume all 3 will rapidly improve.
Re: Nvidia announces financial results for first quarter fiscal 2025
#323We 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…
This thought is strange. This very moment is the moment of success. Perhaps it can grow more, who knows, but a maximum declines on either side, that's literally what a maximum is.
Saying it won't last should not be profound because that fact should be self-evident. The only reason it becomes profound is because a lot of people are just that stupid.
Re: Nvidia announces financial results for first quarter fiscal 2025
#324This 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…
While I appreciate your inputs for those reading this please do not take this as good investment advice. A lot of things need to align for you to benefit from even the specialized knowledge here.
Re: Nvidia announces financial results for first quarter fiscal 2025
#325Earlier 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.…
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.
I have a similar "wisdom" for you: buy low, sell high, that's all!
Re: Nvidia announces financial results for first quarter fiscal 2025
#326[deleted]
Re: Nvidia announces financial results for first quarter fiscal 2025
#327Earlier quoted context omitted.
Nvidia is fabless. What Intel really needs to do is get competitive with TSMC. Gelsinger started the process instantly when he became the CEO, but it takes time.
It takes years to build a new fab. The market has no patience for that. Intel is the cheapest tech company by a huge margin if look at book value. Those fabs are expensive, but even if nobody wants Intel processors anymore, they could even manufacture Ryzen's. The downside is that it takes 3-5 years to make profit on a fab, it's easier to be NVidia in that sense, but I wonder if it's sustainable in the long run.
no exponential growth is sustainable in the long run
Re: Nvidia announces financial results for first quarter fiscal 2025
#328This 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.
The point is those $44K cards have $500-1000 BOM.
Re: Nvidia announces financial results for first quarter fiscal 2025
#329This 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…
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.…
Remember Zoom trading at a P/E of 400+ during the pandemic? They've lost 85% of their value since then, despite growing their earnings about 3-4x in 4 years and becoming the namesake for an entire generation.
Re: Nvidia announces financial results for first quarter fiscal 2025
#330As they say, during a gold rush sell shovels. NVIDIA has an excellent shovel. However I do notice that big players (GOOG, Meta, etc), seem more concerned with power cost right now than they do per-unit video cards.
One of the best ways of saving on power is to buy ever more efficient chips. With each generation of chips, perf/watt increases.