$NVIDIA (NVDA.US)$ I wanted to put this out there my two cen...

10baggerbamm OP : pt2
so let's touch on what are the sub sectors.
there's many analysts money managers that either missed Nvidia or have too big of an ego to buy in here because it means they've been completely wrong to their clients so they're looking for second tier benefactors of AI what is the next level next industries where money can be made.
so I bought utilities last July August September admittedly I was early because I was looking for a rate cut then and the latter half q3q4 and I was wrong. and we still don't have a rate cut however what has happened is money moves in anticipation so I bought utilities as a basket a leverage ATF utso and I bought it around 1415 and wrote it up 2122 and then all of a sudden beginning of this year these analysts and money managers started looking at the demand for data centers was going to exceed the current supply by utility companies and it's going to require significant build out so they blessed utility companies as an AI play. and the entire basket went up significantly the utsl basket went to over $31 and I sold and that's because utility companies are heavily regulated everything they do even with a rate increase has to go before State approval they cannot do build-outs they cannot expand as quickly as these money managers were saying on TV was going to happen it's a multi-year build out but yet their stocks appreciated 30 40% 50% some 100% inside of a couple of months. another words they got way to hell ahead of themselves or they were to use on TV is head of their skis and they created a bubble within their own sector and it has since corrected.

10baggerbamm OP : pt3
so that was a bubble within utilities under the AI umbrella or Venn diagram if you will and it corrected and people that bought it the peak thinking that utilities were going to skyrocket are now down 30 40% and it's going to be a gradual grind to get them to recover and they will because when rates do get cut utility stocks will rise but it won't be to the same extent that happened earlier this year.
there is a category now that I think is going to come crashing down and this next category is 100% exactly like the coms
back in 98 if you said you were building a website the stock would go up 50% if you said that you were going to try to sell something online your stock went up 30 40 50% just on saying you're going to sell something on your website.
most of these companies were trading at 50 to 100 times four to five year forward revenue from valuation standpoint not even earnings these are all pre earnings companies they were the equivalent of a SPAC.


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10baggerbamm OP : pt4
you had one or two people that maybe had experience they told this grandiose story and Wall Street bit and broke her sold and stocks rallied and it became the bigger full theory and everything came crashing down.
the sector that I see 100% exactly like the dot-coms within the AI umbrella are all of the uranium stocks regardless of what board they trade on New York or NASDAQ over the counter or foreign exchange. there's a basket of these companies and you see them everyday go across your ticker none have revenues but they all are being valued at hundreds of millions or billions of dollars right now because of the understanding that wind power and solar will not be sufficient for data centers. that you're going to need nuclear facilities built. these are multi-year long-term projects that are riddled with problems at political level at  local county and town level.. that can take months of years in order to advance. the amount of surveys that are done the amount of testing that's done everything can be delayed 30 days 45 days 60 days and there can be dozens of these delays at local meetings at State meetings.. yet these uranium / nuclear companies are going parabolic almost every day they are in my opinion a train wreck that's going to end very very bad extremely quickly

10baggerbamm OP : pt5

some point in time in the near future. what's happening to several and one happened yesterday after several hundred percent return in a month and a half out of nowhere is the company registers to sell stock and the stock drops not a lot 10:15%. it's enough to break the momentum and money is looking for momentum to continue without any type of obstruction when you're in these high velocity bigger full stocks let's just call it that. so in my opinion these nuclear uranium exploration companies will come crashing down because they are trading at asinine valuations they are exactly 100% like the coms little to no revenue price for perfection assuming that everything is going to go their way for an approval standpoint assuming there's no issues at state or local levels.
assuming they're going to hit every single revenue model that they forecast and we know 100% this will never happen and I'll even go as far as I guaranteed it will not happen because there's always delays. so take this with a grain of salt take it as my two cents listen to me don't listen to me it's your choice but I want you to understand that yes money can be made in these nuclear stocks these uranium exploration companies yes some of them are going to turn into 800 lb gorillas so my only suggestion is. if you are the type of person that that level of risk fits your investment profile and you buy one of these companies and you're fortunate to make a profit leave your profit in the company don't continuously revisit these companies to try to trade them because they are going to fall off a cliff and when they do that's when you can go in and buy and when that happens I don't know but it's going to happen just as utilities corrected but utilities are profitable these companies are going to correct and they have no revenues and no profits.

Markio1315 : pre split when. $NVIDIA (NVDA.US)$ at 300, everyone says it's a bubble, at 700 everyone says it's a bubble, at 1000 everyone says it's a bubble. Don't listen to the nay sayers when the biggest naysayer Michael Burry also gave up. If waiting for a retrace then wait for September, typical the worst month.