I’m interested in c3ai but don’t know enough yet. Things I’ve been buying and will continue to buy are Amazon and goog. When I have enough of those I would like to start long term positions in nvda. I also always just get some VTI cause it’s a little safer for the long term
Oh wow Nasdaq is doing great let's check in on AMD and NVDA
Thinking of moving on from BLDR to a safer, better-situated company. Already have MSFT and TGT. NVDA is a little riskier, but I have that too. Any other suggestions?
I am hedging the NVDA calls though 150 p same exp see how market reacts tomorrow, see a slight rise until NVDA sees 140's
>FANG+ Constituents: >$AAPL 139.34 +1.38% $AMZN 109.08 +1.57% $BABA 115.63 -0.96% $BIDU 151.77 -1.31% $FB 163.24 +1.59% $GOOG 2244.71 -0.33% $NFLX 176.62 -1.66% $NVDA 154.66 -3.23% $TSLA 674.89 -3.3% $MSFT 260.29 +1.49% >$TWTR 37.91 -2.27%
^IGSquawk ^@IGSquawk ^at ^2022-06-29 ^13:11:16 ^EDT-0400
Well we will see if these AMD 80c's/NVDA 157.5c's pay off
Fuck NVDA, down 35% on that shit stock.
AMD is a very solid company with a good guidance. They are grabbing more and more market share from both Nvidia and Intel. They offer affordable prices, excellent performance(look at performance graphs that compare the products of the companies) which is why the managed to compete these giants. their earnings growth quarterly. AMD acquired Xilinx, a semiconductor manufacturing company which should boost AMD's sales.
And there is the mining of cryptocurrencies which now descends but I have no doubt that it will go up again and to new heights.
Both NVDA and AMD are great companies that will see growing demand because we need stronger CPUs, GPUs, more storage, more data. I personally like AMD more.
I own GOOGL, AAPL, CRM, MSFT, AMZN, NVDA, SQ, and U. Of the others, NET is on my watchlist and would probably be the next new position I start (in competition with TTD, TWLO, and SONO for me).
Today I'm considering buying a little of some of these, individual tickers, Googl, AAPL, AMD, ADBE, CRM, MSFT, AMZN, AVGO, NVDA,
Big maybes on NET, SQ, BABA, Unity, NIO
Any picks stand out?
Just waiting on that NVDA 135 buy mark…
Cathie seems directionless right now. She recently bought NVDA too. However, I'd rather her buy that for the long-term than something like ROKU.
AMD is ripe here!
NVDA looks great at $150, but it’s still overvalued in this market even at that level.
May u explain why? I see mixed reactions to amd and nvda. Currently doing research on both as i only want to hold one of them in my ira
Nvda drilling like there’s no Tomorrow 📉📉📉
JPM Chase shorting AMD/NVDA and buying up META APPL AMZN
Puts on JPM
Neither. Nvda prob not done dropping but another 50%? Nah. Street experts have bags to dump on you so don’t believe that either
WSB experts suggest another 50% price drop in NVDA. Wall Street industry experts in Semis suggest NVDA’s current valuation is the best valuation they’ve seen in the past 10 years. Who’s right?
5y revenue growth rate of 30.6%, better than basically all other semi stocks (apart from NVDA), Apple, Amazon etc. PEG 0.72. But who knows what the future holds.
DFV liked GME same reason as burry. Heavily shorted and new console cycle was going to put them into a “boom” for a few year window as hardware and software sales went back up. Also would mean lots more ps4 consoles and games etc for the buy low sell high flipping they do.
So yeah the signs were there that if they survived, that shorts would have to cover and the price would maybe double or triple. There’s a reason he bought $12 and $16 calls not $40 calls.
That being said, at the same time Cohen was getting the board to do what burry suggested, use cash to buy stock and squeeze the shorts that tried to put you out of business. And it worked. Hopefully you made money. I know I did.
From there the fact that it remains a meme is because the float is still small and the short percentage is still large. It may not have the meme rally frenzy going on but if it all the sudden did, it very easily could shoot back to $400 very quickly. Now I doubt that will be the case and I agree it’s a dying retailer. But market dynamics matter as much or more than valuations.
And projected growth is just another way to say overvalued. Just because nvda has projected growth doesn’t mean it’s worth the P/E. What happens if crypto is outlawed? No need for all those mining rigs anymore? What would that do their P/E and growth profile?
Can Apple keep growing like it is? Or has it become meme for the “safety” of its cash flow? ie is it worth paying inflated multiples for the best company in the world?
Microsoft 2000-2010 would like a word.
AMD & NVDA reached new 52 week lows today
market wants me to cry about it. been holding since these levels for nvda, amd, and tsm. basically flat for 2 years now
God damn Nvda tanking hard. Wtf is up with chips?
ELI5, wtf is happening to semiconductors (soxl, and, nvda)
AMD and NVDA should hit zero before EOY
I wouldn't say it's clearly better than INTC or NVDA. Its moat isn't huge but it making good growth in data center chips (SoCs), and has a good market share and reputation in the PC sector. I guess, the main moat is its involvement in consoles, e.g. providing chips for Sony.
what is AMD moat? Over INTC/NVDA? I know NVDA more expensive but lets assume all are on fair valuation for the sake of this argument
NVDA is where is was a week ago
AMD and NVDA basically won't stop falling
nvda such a shit stock change my mind
NVDA at these levels are just priceless
shit even NVDA is recovering wtf.
Market surging AMD and NVDA absolutely collapsing
Market flat AMD and NVDA going bankrupt
AMD at under $78 is good. NVDA under $150 (if it gets there today) is also good.
NVDA will eventually see 100, right? I will load the fuck up if it happens.
AMD and NVDA rode the crypto boom. Now they're flush with GPUs they can't sell because the secondary market is getting flooded. The earnings are going to massively drop from their peak. That's why their stocks are dropping so stop asking. Their PEs are just too inflated.
I'm all in on MAGNA--MSFT, AAPL, GOOG (not calling it alphabet, sorry), NVDA, and AMZN.
Personally think AMZN and GOOG have most runway in future--hard to not see AMZN as highest market cap in 5-10 years, as it's basically WMT and GOOG (minus search engine) rolled into one.
nvda should not have broken the 155 support wtf
fuck me for holding NVDA and AMD, amirite?
“Buy the dip” I assuredly tell myself, crying, as I average down from 212 to 209 on NVDA
Semis have taken a beating of sorts. NVDA down 24% the last year.
Seeing NVDA crashing makes me erected af.
Right but my point was more that if Apple is gonna be 50x and nvda 100x and amd 70x, then why can’t Gme also be 50x or 100x? Why does it have to be “fairly valued”?
Also that whole, market can stay irrational longer than you can stay solvent. Pertains to any stock not just Gme. Everything is inflated. And it can stay inflated no matter how much you don’t think it should, or how much valuation says it should etc.
Generally I would say expect GME to be the first to fall in a real recession and would be a good sign that recession is here for real. Valuations contracting makes sense overall. And GME is largely escaping that due to their meme status. But if GME starts to crumble, the rest is gonna come crashing down.
But yeah more specifically if GME stayed at ~50x, it’s overvalued, but there’s no reason it can’t stay there. Plenty of stocks will remain overvalued.
NVDA you a real one my puts are printing 🤣
Looking to add to a few of my holdings: NVDA, DIS, JNJ, maybe STEM and DOCU too.
Looking to start positions in GOOG, TGT, CRWD, maybe RBLX.
But even a “fair valuation” is relative and subjective to the method used to determine valuation.
Is Apple or amd a fair valuation. Nvda? How bout zoom at $350 or whatever it got to?
AMD, NVDA, Apple, Google, Target, Costco, Nike, And probably like 10 more speculative. But not yet. Once earnings revisions start happening and analyst start pricing in a recession is when I'll start buying. Right now they've come down in price only as a function of interest rates/multiple. Need that E to come down and then that will be the time to pounce. That could be as early as September in my opinion. But this downturn could also last into the EOY.
NVDA will be under $100 soon. All the Twitter retards that we’re saying buy the dip on shop and coin are saying this for NVDA now lol.
TSLA - 18.55% (bullish but I won't be buying any more)
SCHD - 8.77%
NVDA - 6.93%
AAPL - 4.77%
BRK.B - 3.55%
GOOG - 3.43%
ABNB - 1.16%
WFC - 4.72%
PLTR - 3.61%
I actually don't want WFC / PLTR, but my TS didn't work when I took a break from checking things and they tanked hard. I don't want to take those losses just yet. The others I've recently bought and started to DCA since the market is volatile lately.
The rest - Oil, Metals, EV
I don't know much about NVDA except that along with TSLA + UPST the worst value stocks in my list of 180 companies mentioned on here . RBLX + EPIC Games are the pioneers in the Metaverse. Basically cuz it's through gaming . That's why I was so doubtful META could pull this off. MSFT has Activision. But now apparently META is partnering with EPIC + MSFT .
AMD going to do sync swim with NVDA like yesterday??
Jim Cramer just follows the market narratives so he always looks like he knows what he's talking about. If tech is going up he'll tell you to buy tech (he loved NVDA last year for example), but when it's down he tells you to sell. Now dividend / value plays are in favour that's exactly what he's recommending. Last year he was saying oil was uninventable, now he's saying to buy oil stocks. He hated TSLA a few years ago, now it's 10x higher seems fairly bullish on it.
Following Jim Cramer is basically just momentum trading which can work and he's been right from time to time. AMD started going up a few years back so he started recommended that and it kept going up. The problem is when trends shift you get screwed and you can be sure that Jim Cramer won't recommend you sell until the stock has bottomed.
She picks Roku , tdoc as top stock ahead of Meta, amzn, nvda and terms it innovative etf 😀
Buy shares of NVDA and AMD of course. Both are near 52 week low.
pls china dont invade taiwan until i break even on nvda stock.
I have a friend who bought CCL and NVDA at the COVID bottom. I thought he was such a genius and now he is in the red. He also bought doge before it boomed but then that also blew up
does NVDA even have a floor? this thing has to capitulate, else it will hit $5 in 2 months
Spy 360, Tsla 360, NVDA 60, AMD 60 now go fuk urself
Nvda has a lot of insider selling too I noticed
What's your cost on NVDA? Mines 220.00 😆
Sorry dude. Got my cash ready and waiting to enter NVDA. My price point is $130 ish.
Being an NVDA bag holder is costing me $500 a day. No choice but to diamond hand this utter trash stock and wait to break even 5 years from now
Nvda puts at close today expiring next Friday might have been a genius move
Last bear market NVDA went from 70 to 30 and everyone said it was ded. I know most of you nubile bettors weren't trading back then.
There will be a bottom. I'm not saying we are close to it, but some of these companies print money at 30% margins.
I knew NVDA at 170s won't last. But sheesh
Same as when it was struggling to hold 200.
Didn't buy puts regardless cuz permabull regarded mindset and all that
NVDA is going under $100 but it sure is taking it’s sweet time doing so. Remember they had a stock split mid covid so this price is like $500
Love AMD and NVDA, but feel like they did not hit bottom yet.
Go ahead I sold Nvda at 300 after hold from 270 to 340 . Missed out to sell at peak but I know it going be end up like Netflix Fb pypl etc
Great Company but stock price still overvalue. Especially Nvda
Just took a 3,800 loss on Penn In order to buy into Amazon and avg down on spy, schd, twlo, amc, abnb and nvda. Was this a completely terrible move??
TSLA and Nvda usually the ones to down most on red day hot damn
AMZN and NVDA currently down over 5% and surrounded by bears.
Chips in the data center is different than chips sold in PC and not correlated. NVDA has a similar story, where their last earnings, NVDA finally had more revenue from Data Center's than from gaming.
Here's an article with a breakdown of what AMD is looking to do with the data center segment.
NVDA all hope lost once it breaks below 160
I wouldn’t say my grandmother is racist, she just hates anyone who isn’t a white Christian.
NVDA 150 Eow
Would love to see NVDA cross back to 155
SPY call premiums are stupid expensive, SPX too rich for my poor blood. Oh well, NVDA 😈
more like nvda. CPUs and shit are still gonna be in demand aren't they?
NVDA gotta shake out them buyers at 135ish.....
AMD and NVDA getting zeroed out? New lows here