pootpoot
OP
:
as i have summarised earlier.. it seems more than 70% of semiconductor companies are tanking with their ER. maybe its a quarterly thing? or a decline in demand..?
103480872
pootpoot
OP
:
to me, it looks like a bubble. The most important thing is profit. The demand is not gonna be sustainable if NVDA's customers don't get much profit. This reminds me of PayPal and SEA during post covid.
Mr.Peanut : It seems that Broadcom's data is still good, why did it also plummet.
pootpoot OP Mr.Peanut : the guidance was lower than estimates i think
151735130 : So does that mean this is a good news for nvda
103480872 Mr.Peanut : guidance is more important at this stage, we need to predict NVIDIA's revenue in future
Ultratech : good thing you're always wrong lol
pootpoot OP : as i have summarised earlier.. it seems more than 70% of semiconductor companies are tanking with their ER. maybe its a quarterly thing? or a decline in demand..?
pootpoot OP Ultratech : yes im wrong... sorry sir. i never hold position at 125 dollars as brave as u my dear sir
a100b pootpoot OP : If China has a breakthrough next year, it will be painful. I think it's still okay this year.
Ultratech pootpoot OP : I'm waiting for my other positions to grow too. you dunno how my big my position is tho you'd probably be jealous
103480872 pootpoot OP : to me, it looks like a bubble. The most important thing is profit. The demand is not gonna be sustainable if NVDA's customers don't get much profit. This reminds me of PayPal and SEA during post covid.
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