The foam is too big, squeeze out the water

I saw a lot of talk about Nvidia rubbish in the comments section today. In fact, most of the people who made the metaverse, cryptocurrency, and artificial intelligence tricked them into the market a few days ago should actually reflect on themselves. Whether being short is too greedy when it's time to leave, and there's no need to worry too much about doing longt. In fact, understanding NVDA is a company that is very simple. Graphics cards are basically equivalent to the existence of Coca Cola; management, look at Lao Huang, Su Ma is actually a semiconductor person reflecting the entire Taiwanese era. They are really strong! NVDA is a tech company rather than an internet company. Many people confuse these two concepts. The semiconductor industry doesn't have the nature of the rapid growth of Internet companies, so there shouldn't be too many bubbles in it. All kinds of online bloggers emphasize production capacity. Su Ma and Lao Huang also guarantee a lot of production capacity every day. I don't know if you believe it or not. I don't believe it anyway. Semiconductor production capacity is linear in the short term, and assembly lines are fixed. It is impossible to change anything in the short term. TSMC says every day that it is necessary to build a factory, then the probability of building a factory is also calming market sentiment 。 In the face of such high inflation, it's probably not that I, the boss of an enterprise, am afraid to risk expanding the scale of production, especially semiconductor assembly line projects worth tens of billions of dollars! So you see, there are more and more people drinking Cola, but with so many Coke, NVDA will still return to MA20 or higher. Early will be the end of the year, and late next year! If a high-ranking person has already entered, no cash pressure can uninstall the software. People with cash pressure must find a suitable location to stop losses as soon as possible. As a general rule, NVDA won't have a very good performance this year. Companies like TSLA NVDA, which has too high a PE, will definitely be stuck for a while this year