$NVIDIA (NVDA.US)$ ask yourself this question. does the mar...
does the market look forwards or backwards?
does the market price stocks going forwards or backwards?
if there were a company trading at 21 times earnings growing at 80 plus percent on an annual basis, is that expensive?
ask yourself would you rather own a broad-based basket of stocks like the S&P 500 that trade at 21 times earnings and as a group are growing at 10% revenue growth?
Nvidia on the low end is going to earn $5 a share that puts them on the high end at 21 times earnings and that's achieved by growing in excess of 80% a year.
so if you'd rather own the S&P 500 and most of the time these bobbleheads on TV come out and say the markets too expensive it's trading at 21 and 1/2 times earnings and historically it's traded at about 18 and a half times earnings and it's traded as low as 17 and a half times so there's tremendous downside risk at this point.
if you believe there's more growth potential within the S&P 500 basket and not Nvidia I guess we will find out at the end of 2025 how well you have done compared to the shareholders in Nvidia.
what you will hear and you can print this out save it. if this doesn't come to fruition and you don't see Nvidia trounce the S&P next year, then by all means... mock me ridicule me
I'm fine with that.
Nvidia initially earlier this year was expected to ship about 12 to 15 billion dollars worth of Blackwell and Q4 now they're going to ship a couple billion two three billion. they will be 100% supply side capable in early q1 according to Jensen so that means everything that was anticipated to ship in Q4 will get tacked on to their ordinary shipments in q1
this will result in a blockbuster blowout quarter in q1.
and all of the naysayers all of the haters all of the short sellers like cockroaches when you turn the light switch on will vanish.
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36 yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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夜轻歌 : Exactly
Bear with Me : Good luck to you.
Ginvest : I did not print out this comment, but wrote down your soul question of comparing a stock’s potential vs SP500. This can judge if a stock worth for long term holding. Wonder if there is other companies like NVDA, with growth and total supply side control? PLTR? TSMC?
🫡)
（p.s. read your comment, I can see your enthusiasm to the trading, not just $, you truly enjoy the daily challenges
10baggerbamm OP Ginvest : palantir certainly is executing very well, and I believe for somebody that has an aggressive disposition for investing that it should be within their portfolio. I think it's very realistic that we will see the old all time highs of palantir retested in this coming year. because they are also a stock in a market and they are within the AI category there is clearly risk to the downside and I touched on it under palantir you can read it where I think a sell-off would put the stock near term. and that's where it should be accumulated.
TSM, I'm very concerned about I touched on it on other forums last year and earlier this year on this forum.
TSM, and the risk that's associated with China will be assuaged when Trump wins election. Trump will stabilize the world (detente) and will create an equilibrium between China and Taiwan again for at least 4 years. so pray for Trump and when he wins , taking a position in TSM will be very profitable during his term as president. if Harris wins it is far more risky because she has no ability as a vice president to do the right thing w/ foreign policy let alone domestic. China will more than likely have a direct conflict with Taiwan during her term as president in which case TSM stock will be cut in half if not more.
peace through strength.it works! leaders around the world respect Trump this approach of peace through strength worked back with Hadrian in Rome with George Washington, Ronald Reagan and works with Trump.
Ginvest 10baggerbamm OP : Thank you for the comments. Any other companies in your instant thoughts?
10baggerbamm OP Ginvest : I follow a lot of companies and let's be realistic we're in a difficult period of time frame I think there's more potential issues with the election then there is a month of September. that being said I think it's important to always keep cash on the sidelines I'm never 100% invested because you don't know what's going to happen and the difference of policies between the current administration and Trump will change the market dynamics immensely. if Harris wins you will see oil go through the roof you will see the price of oil go into the mid-90s in 2025 and people will be calling for $125 oil again and this is because everything that they have done is they're green agenda at the expense of oil production in the United States. with high oil prices you get inflation which means that's going to derail the feds cutting interest rate plan which everybody is anticipating right now.
10baggerbamm OP Ginvest : pt 2
that changes the whole dynamics of what to invest in. technology companies have the ability to circumvent problems like an election between two opposing parties far better than the average company. however you see what happens with tech stocks they get smacked hard on the way down because they are shorted by hedge funds you get all these bobbleheads on TV and cockroaches on this forum that have nothing better to do than to post a thousand times a day useless information because they have one put and they think they can influence the movement of the stock price by posting bullshit. so I'm here I post what I'm doing when I'm right you're making money when I'm wrong I admit it. remember I hate adding chemicals but for me I like tech. I have a huge position in drn which is a real estate investment trust that's leveraged I'm going to be taking a very large position in oil ETFs depending upon who wins and all of this is posted. so if you want to read what I wrote have at it if you want to follow me fine if you don't that's fine too. if you have questions ask I will give you my honest to God opinion and if I don't know I'm going to tell you.