NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 PLTR
Palantir
-- 119.160 
Great Company
$NVIDIA (NVDA.US)$ I see no reason to sell, yea its going down but NVDA is not a bad company. Long hold will definetly pay out. Looking forward to NVDA future.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
JonSnow : don't worry, they did understate their outlook, just to surprise again
James G Matthews OP JonSnow : Those who are fearful and sell majority of the time are losing trades more than winning. I think every bearish trader was originally a bullish until they had a bad day.
70738231 : This is the stocks that the world's capital is paying attention to.
James G Matthews OP 70738231 : Their concern is justified.
面如冠玉的惠特克 : Pinguo has fallen so much, and other stocks have different situations, so be patient
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James G Matthews OP 面如冠玉的惠特克 : The return on stocks requires patience.
sixxtreble : Rate cuts + blackwell = i aint sellin for shit!
James G Matthews OP sixxtreble : Definitely looking forward to rate cuts
10baggerbamm James G Matthews OP : Rate cuts are not going to help any of the largest tech companies and that's because they have no debt they are immensely cash rich. what is going to help in video and you need to be Forward thinking which can be difficult because many people here invest for a lunch time not a lifetime. Blackwell revenues for Q4 are much lower than what were early anticipated. a few billion is what Jensen said now earlier this year it was estimated to be about 15 billion in that range so if you roll that difference forward to q1 that will be an additional 12 billion that's going to get tacked on to q1 to make up for what wasn't shipped in Q4.
10baggerbamm James G Matthews OP : pt 2
so what I expect to happen is when they report q1 and again this is two quarters into the future Plus at this point it will be like the days of earlier this year and last year where the stock gaps up significantly and I believe you're going to then see everybody jump aboard the AI train again buying everything and anything and pushing them to brand new all-time highs again. until this happens it's backing and filling I'm listening to these clowns on TV already talking about next quarter's earnings we just finished this quarter so if they're worried about next quarter their shortsighted because the growth of the industry the growth of the sector is it's one of two things it's a total hoax and scam and there is no such thing as artificial intelligence or it's what Dan Ives has stated and stood by thick and thin that we are early on in this revolution. that every computer every bit of technology that is sitting in your home in your office in your car is going to change and what you have now will become functionally obsolete within a year and a half to 2 years to the extent that you will have to upgrade to run new programs. and if this is the case then print out your screen right now of all your tech stocks throw it in a safe place where you're not going to touch it for 2 years and then look at it in 2 years and you'll kick yourself for selling on a down day and you're going to kick yourself for not taking advantage of opportunities.
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