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$NVIDIA(NVDA.US$ When all the SaaS companies realize actually AI cannot generate growth and revenue, but just a feature add-on in the short term, would they keep buying chips from NVDA?
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$NVIDIA(NVDA.US$ Don't be like me. I had to come to work today because I got scared and sold on the 16th.
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connect the dots please.
$NVIDIA(NVDA.US$ The overnight trades took it up to 1170
Now that it's red ppl are freaking out. Reality is this monster is not stopping
Now that it's red ppl are freaking out. Reality is this monster is not stopping
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$NVIDIA(NVDA.US$ it is so far away from the 200 day moving average that it is not a joke anymore from a technical standpoint.
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$NVIDIA(NVDA.US$ guys just diamond hand and hold it if your cost is low enough, this is just another healthy pullback.
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, they got too excited
$NVIDIA(NVDA.US$
werent these the same people giving targets below 700 , once it was trading below 800, i always kept wondering who is selling at 700 levels , so now they will say nvidia will be below 1000 , 😂😂😂 . they just cant take the fact that this stock is showing real massive growth every quarter
werent these the same people giving targets below 700 , once it was trading below 800, i always kept wondering who is selling at 700 levels , so now they will say nvidia will be below 1000 , 😂😂😂 . they just cant take the fact that this stock is showing real massive growth every quarter
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$NVIDIA(NVDA.US$ is now 10 times larger than $Advanced Micro Devices(AMD.US$ , with a market cap of $2.8 Trillion
Sales in $NVIDIA(NVDA.US$ is $79 Billion
Sales in $Advanced Micro Devices(AMD.US$ is $22 Billion
3.5 times the difference, considerably less than the 10 times
In terms of risk v reward, $Advanced Micro Devices(AMD.US$ s ability to double in price right now is far greater than $NVIDIA(NVDA.US$ ’s probability.
Sales in $NVIDIA(NVDA.US$ is $79 Billion
Sales in $Advanced Micro Devices(AMD.US$ is $22 Billion
3.5 times the difference, considerably less than the 10 times
In terms of risk v reward, $Advanced Micro Devices(AMD.US$ s ability to double in price right now is far greater than $NVIDIA(NVDA.US$ ’s probability.
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How did $NVIDIA(NVDA.US$ manage to exceed expectations and raise guidance? Jensen Huang, having experienced the dot-com era, seems to have applied some familiar revenue inflation tactics.
For those who remember the dot-com bubble, "round-trip trading" or "ad swapping" was a common practice. Here's how it typically worked:
1. Ad Purchases: Company A would buy advertising from Company B.
2. Reciprocal Ad Buys: Company B would, in turn, buy advertising from Company A.
3. Revenue Inflation: Bo...
For those who remember the dot-com bubble, "round-trip trading" or "ad swapping" was a common practice. Here's how it typically worked:
1. Ad Purchases: Company A would buy advertising from Company B.
2. Reciprocal Ad Buys: Company B would, in turn, buy advertising from Company A.
3. Revenue Inflation: Bo...
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$NVIDIA(NVDA.US$ goodluck to the bagholder, institutional are selling now leaving those retailer to be bag holder.
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Dally D : But does AI “add on”creates a better experience to the app itself it’s installed on? Genuine question
DipHunterOP Dally D: Well, it is a must having feature that every SaaS tries to implement. But that doesn’t increase the contract value necessarily. Everyone is trying to keep themselves competitive, that’s it.
73099470 : The biggest advantage of AI at this stage is cost cutting. The efficiency and better experience will draw in the growth. The money saved on expenses will boost the revenue. As well as the licensing of their content to help other AI models grow will be another revenue stream. It's just difficult to show a clear cut growth/revenue from just AI.
DipHunterOP 73099470: Very true, but this way unemployment will go up which is also bad for our economy isn’t it?
73099470 DipHunterOP: Universal income
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