I will answer any questions for a limited time
I predicted the bankruptcy of BBBY (-100%): There is virtually no upside to holding bbby, predicted the price crash of GOVX (-72%): Bearish on GOVX, and the rise of NVDA (+250%): Being long Nvidia might not be such a terrible idea and META (+60%): Meta is more than just Facebook and Instagram.
And i also explained back in April why $Trump Media & Technology (DJT.US)$ is extremely overvalued: DJT: The new king of meme stocks.
If you don’t know what’s going on, feel free to ask questions and I’ll try and answer them.
*** Ok Q&A session over
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No risk no Lambo : How long will it take for DJT to drop back to its value?
DLLM167 : Hi may I know is it a good time to short Nvda?
Ken Griffin Charity OP No risk no Lambo : It is impossible to know because DJT is driven purely by momentum and hype. There is no one on the planet that can accurately predict where DJT will head in the short term. But now that the election is over, there isn’t much of a reason for the hype to continue anymore. DJT is Truth Social, a clone of X. And DJT is currently valued more than X, which makes zero sense since the company makes no money.
I do not foresee this momentum to continue for the rest of the year, unless we get some sort of crazy announcement of Elon buying DJT at inflated prices.
103183472 : Is the earth flat ?
Ken Griffin Charity OP DLLM167 : I meant questions related to DJT. But the way AI is going and with no clear competitors to NVDA’s dominance over AI hardware and software, there isn’t a whole lot of reason why NVDA’s momentum won’t continue in this AI Revolution. A lot of people have bet against NVDA the past 2 years. Everyone has lost.
Ken Griffin Charity OP 103183472 : Yes. The round earth is fake news created by the democrats
104346163 : should I all in Nvidia or meta now?
The wolf of Toronto : do you think the at this current level of price, will NVDIA rise on the coming earnings or it will drop? DO you think also that the current problems that SMCI has will impact Nvidia earnings?
Ken Griffin Charity OP 104346163 : I don’t ask people to buy or sell anything. And I especially will never tell anyone to go all in on something. But NVDA and META are relatively safe options, and if you are bullish on them, it’s better to DCA, especially after the uncertainty of the future after this recent election.
Ken Griffin Charity OP The wolf of Toronto : SMCI’s weak performance is actually directly caused by NVDA’s success. They need Nvidia’s GPUs but Nvidia’s too busy keeping up with the demand.
I continue to be long on NVDA until I see some actual competition from Intel or AMD.
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