Nvidia has peaked, time for Warner Bros

I truly think NVDA is as great of a company as they say. That’s why I invested at $150 a share when they were down off crypto (couldn’t hold it as it went down to $120 and I was full ported $6k in shares on margin, I do belong here I’m not the best at dip buying). I just think the other semiconductor companies like TSM haven’t yet enjoyed the catch up growth, and we’ll soon find that NVIDIA’s moat is not as big they say it is.

In any case, WBD is now down ~90% due to the combo of the possible death of cable, theaters, the strikes, the (now reduced) debt etc and it’s had their investors depressed like those longing BlackBerry, but me entirely seeing dollar signs because they have the one streaming platform that can by itself face off against Netflix and Disney’s offerings (who have been doing great), a streaming platform which somehow beat Disney and Hulu to profitability this last quarter.

Not to mention, the release of Sora AI should drastically lower the cost of film production. I hear them say $30 million is a small budget for an animated film? Psssh…. uh, buddy, Dall E charges $0.04 a picture, that’s ~$4,500 for the number of frames in Toy Story. Where are you getting your frames. $NVIDIA (NVDA.US)$