NVDA
NVIDIA
-- 138.850 TSLA
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-- 355.840 BABA
Alibaba
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Intel
-- 23.600 PLTR
Palantir
-- 119.160 
$NVIDIA (NVDA.US)$
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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
convivial Penguin_29 : when everybody is selling and fearful, doesn't that mean buy?
KENCHEN0825 : people who knows market cycles and can see that AI is a bust around Q2 2024 are selling it. most of your retail investors are going balls deep buying every dip of the tech bubble.
103480872 convivial Penguin_29 : only works for low valuation.
High PE needs high potential growth, but recently the growth is slowing down and OPENAI's apparently burning a lot of money. NVIDIA's customers don't get as much return as expected. This looks similar to what happened in SEA and PYPL during post-COVID