$NVIDIA (NVDA.US)$ here's the million dollar question, is Bl...
$NVIDIA (NVDA.US)$ here's the million dollar question, is Blackwell being delayed or is this a report from a short seller to create broad-based Market fear and panic?
Nvidia right now is screwed they are in a quiet period because earnings are around the corner and they cannot comment on anything however recently we saw a report come out on Tesla with a delay of the robo taxis and it didn't come from Tesla it was from Bloomberg they broke the story the stock got hammered and later it was affirmed by Tesla that there was a delay
so is this some mole a rat with an Nvidia that knows of a design flaw a problem that's going to create a 3-month delay in Blackwell and they released it and they profited from this because they had puts in advance and they went into a trade with other people providing them this information I don't know I don't know if that's what happened or if that's far reaching but I will tell you this the only reason why people act is for greed and fear and that's it so if it was a rat a mole working for NVIDIA they had to a profited from their information handsomely.
if we find out at the end of this month when Nvidia releases that there is a delay of 3 months that will be devastating to a quarterly's earnings they will miss clearly and the stock will get marked down just like what happened to Tesla you had the rumor and then you had confirmation of the story and the stock traded lower..
if it is bullshit and ultimately Jensen comes out and says let me address a few things number one we're on schedule and on pace for Blackwell the stock is going to go parabolic again
the choice is yours because I don't have an answer for you what the truth is I already told you what I saw in Jensen during that interview a q&A at the tech conference a week ago I thought he was very nervous he appeared to be hiding something and he got very nervous when he was asked about the questions that said your company is benefited from significant tailwinds for several years and now it appears that it's shifting into headwinds you can go back and look here at a huge swallow when this woman asked that question and how are you going to deal with these headwinds .. GULP, and his answer was very much like a politician he spun it and deflected and started to talk about something else
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Winning24 : meaning, it will go down?
10baggerbamm OP Winning24 : if there is confirmation of a delay in Blackwell for 3 months not a week not two weeks but a quarter 90 days 3 months plus or minus you know few days with a very high degree of certainty it's going to drop it will Gap down even from these levels and I think it would put a new low and lower than this morning. and the reason is simple despite the demand being insatiable they would miss earnings that quarter and Wall Street punishes companies that disappoint.
the only time when bad is good meaning bad news comes out and a stock rallies that's when a stock has sold off significantly with no bad news no reason behind it just a broad-based sell-off as they say they throw the baby out with the bathwater so you're guilty because you're a stock in a market that has sold off so now you have a company that reports bad news and the stock gets bit higher because people are overlooking that bad news they don't care about it because it's already been marked down so severely and there still is quite a bit of profit in in video from the beginning of the year work the price backwards times 10 and you can see where it started from. I own Nvidia I'm going to hold it at this point I went through the.com crash in 99 and I watched everything get liquidated everything marked down 90 95 98%. and if you had the balls to step in and buy you made a fortune but you needed to be patient for many many years and it seems in today's day and age everybody wants instant gratification their investments or ones that last a lunch time not a lifetime