$NVIDIA (NVDA.US)$ competition is coming fast https://aimres...

stock sniperr : Anyone even considered that the bull run is over? We had the bull run already for the last 12 months. This last week looks very much like 2022 when the bull run ended. Just my thoughts

10baggerbamm OP stock sniperr : or you can always have naysayers. the company obviously has not peaked there is a flag that's out there in the flag is half the revenues comes from four customers although the four customers are not disclosed in the quarterly report it doesn't require a rocket scientist to figure out who they are. so the question is will Microsoft Google Amazon and meta slow purchases next year or will they continue their capex at the same rate with Blackwell coming out. and how quickly will The sovereign Nations which is other governments around the world which just started to generate revenue this past quarter ramp up and accelerate their purchases

10baggerbamm OP : with regard to the Bull run it really depends on your field of vision if artificial intelligence is going to be transformative as Dan Ives says and anticipates that every bit of electronics that's ever been made becomes functionally obsolete within a couple of years again it obviously still will work but it won't be adaptable to what will become the norm as artificial intelligence is combined by the manufacturers for every single product and service over the next several years decade. . if you believe that this is the forward direction then the answer is the Bull run is not over.
if  you believe that artificial intelligence is overblown that it's not going to change the Dynamics of everything in our world around us then yes I would say you could argue that the Bull run is over.

10baggerbamm OP stock sniperr : I don't know how old you are but I live through from high School Junior high the Apple computer coming in to our career center in the library and I would scratch my head like I don't get it

10baggerbamm OP stock sniperr : and there were a few kids in my class and Junior high that had like a commodore computer that they could write code on a commodore 64 and there was an IBM early on that made a desktop and I really it was above my pay grade all right I was a kid never really understood it.

10baggerbamm OP stock sniperr : I just saw people in a couple years playing games that they wrote on a floppy disk and then I remember when the internet started evolving and I'm like well this is kind of cool you can do research and you can get build-outs on cars if you want to build up a Grand national things like that here's the full recipe how to make it run 11 seconds 10 seconds that type of thing. and I was around when Amazon first came out and they started selling books and everyone said well this is ridiculous because people want to go to a bookstore they want to go to borders and Barnes & Noble nobody wants to buy something online.. and we know what happened with Amazon over 20 years and we know what's happened with the internet. and there's people like DN Ives and other people that are their futurists that believe the evolution of mankind is at the precipice right now that we stayed relatively stagnant for 100 years and now we're reaching our growth curve we're starting to go parabolic and AI is going to change the whole medical field immensely diseases will become a thing in the past that the speed of these gpus are going to be able to run millions and millions of tests what would take years in a lab in a day so it really depends after this long winded explanation where you see the direction of the future. I don't know if Nvidia will be the 800 lb gorilla in 10 years it probably will not be I don't believe it's going to be a Cisco by any stretch I don't believe we've reached a bubble point at all number one there's no IPOs coming out with companies that are being priced 5 years into the future with no revenues the closest ones that fit that parameter are existing companies in the uranium field. so again it really depends on where you see the future going

stock sniperr 10baggerbamm OP : I'm old enough not to take this personally. I am a permabull usually but I see too many signs to suggest it's over

10baggerbamm OP stock sniperr : so the only issue right now with Nvidia is the same thing that Tesla face from a car manufacturing standpoint they were growing parabolic and then they reach a point where you do have a little bit of competition but the bigger issues what's called the rule of large numbers or it's impossible for them to continue to scale at the same rate quarter over quarter and year over year. there's other issues with Tesla obviously but that's what Nvidia is facing with if you just look at revenue on a chart that's the argument that a lot of people use on TV and online as well you see the growth curve is not accelerating as quickly. yeah no shit Sherlock it's impossible for any company. and my response is this past year Apple was growing at 2% revenue that's it and yet they still put another all-time high in from a stock standpoint. so Nvidia is still growing over 100%. so maybe this up and coming year they only growed 80% and the year after that they only grow at 60% they have a long way to go before they reach that 2% growth like Apple. and I don't want to compare Nvidia to Apple cuz it's two different companies two different businesses but you understand that just because their growth has slowed does not mean they don't command a new year high. periodically and a new all-time high. periodically it doesn't have to be every week

10baggerbamm OP stock sniperr : if you don't mind and you have the time why don't you share with me and others what signs you see that the run is over?