10baggerbamm
:
you're so shortsighted. so let's suppose in video pulls back $10 next week who cares.. so you can pound your chest that you sold your one share and save $10 on the downside and now you're going to wait for another 50 or $100 sell-off because you're the guru master with the crystal ball to foresee when it's the opportune time to buy. the reality is Jensen knows more than you then me and then all of these bobbleheads on TV that are the self-proclaimed expert money managers and 90% of them can't even equal the S&P 500 index. so I believe in Jensen so that when he says we are on the precipice of the greatest industrial revolution known to mankind all I'm going to do is buy more stock on any weakness not sell. I believe Dan Ives who's been bullseye dead on accurate as an analyst and he says this is a drop the mic moment for NVIDIA that this is 1995 not 1999. I believe this up and coming 10:00 to 1 split within a year to two years we're going to be back to 3 or $400 a share post split maybe even higher so that's my two cents that's my opinion that you're very short sighted you're stepping over dollars to pick up pennies.
103480872
苹果上月亮
OP
:
PE last year was way above 100, this year drops to 60 even though NVIDIA already up 2x. Last year I also heard people saying bubble. I'm not willing to sell it until at least PE 80
10baggerbamm
苹果上月亮
OP
:
number one I owned a broker dealer in the 90s I started in the business in the 80s so when people talk third person and say oh well that's what others say about the com I went through it I lived through it and there was a huge difference in what happened then versus now so let me explain young grasshopper the difference. back in '98 because that's really when it began to accelerate you had Netscape go public and it was one of the biggest IPOs in the history at that time Yahoo went public and shortly thereafter any company that said we're going to build a website their stocks went up by 20 to 50%, just on that news number one number two any company that said we are going to sell something on our website their stocks went up 20 to 50% without realizing any revenue again just on that news
10baggerbamm
10baggerbamm
:
number three during the peak IPO marketplace of the.com era you had two to three companies going public every single week and the one thing they all had in common nun had any profits number one and the vast majority had little to no revenues and when I say little I'm talking 5 to 10 million that's it. next you had the valuation models assigned to these companies in the com projecting four and five years forward revenue just drawing a line 45° on a piece of paper straight up and making all of these projections if they can penetrate this potential multi-billion dollar market and they only have 5% penetration this year that will yield revenues of this next year their growth will be 35-40% and so on and so forth so you had companies that were trading at 4 and 5 years forward projecting revenues not even profits and they were trading 100 times the forward four and five revenue multiple. Nvidia trades at a PE of less than 30 that means they have earnings the coms virtually no one had any earnings. if Nvidia were to be trading at a hundred times four years forward revenue we would be over $10,000 a share. so when people say this is like the.com era they have no idea what the hell they're talking about all they are is being a parrot a minor bird repeating what somebody else told them but very few people walk the walk and live through it because I sat behind my trading desk when this all went on. the only correlation of the coms that actually do exist right now is the shit short squeezes that UC taking place every morning where these penny stocks are getting squeezed three four five hundred percent because they come out with a news announcement that they're going to get involved with the AI or their large language model this or they're projected revenues are that but Nvidia is in no ways remotely close to any of the companies in 1999.com era why because Nvidia is making money hand over fist and profits at a higher margin than any of the other mag seven.
10baggerbamm
103480872
:
PE is irrelevant they grew revenues at 242% year over year Apple only has 4% revenue growth. look in the past 4 years how much Apple stock has returned to shareholders with very low revenue growth think for a moment how many years in video will be growing revenues before they get down to single digit revenue growth we're talking a decade we're talking several thousand percent more return coming to shareholders before it gets to that point so why focus on PE look at the marketplace. what you need to be concerned about is the Biden administration going after them for antitrust violations for price gouging for monopolistic practices. that's what you need to be concerned about because the Biden administration look who they're going after Apple Amazon Ticketmaster they're going after huge companies under the guys that are out there to protect the consumer which is bullshit but that's what you need to be concerned about is this administration and their agenda
10baggerbamm
苹果上月亮
OP
:
businesses need to adopt or they will be squeezed out if they don't increase their efficiency of operations by using AI then their cost of Labor their cost of their goods is going to be far greater than their competitors and they will die a painful death and go broke. example...artificial intelligence is going to replace call centers you don't need all those people sitting around the elimination of all these people saves billions of dollars a year. mid-level management most of this stuff is Deadwood these people are they're going to be replaced so businesses will save so much money through increasing their efficiency the downside is humans are going to get redirected into other fields because their skills and what they offer companies are no longer needed they're obsolete
103480872
苹果上月亮
OP
:
easy example in 2-5 years, all junior soft eng will be replaced. NVIDIA earth 2.0 can helps gov to predict disaster. Recommendation system by literally all social media platforms. If you check chatGPT 4o, it's way2 too good. I think if they can implement chatGPT 4o to humanoid robot
103480872
苹果上月亮
OP
:
NVIDIA cut lower end chip in China bcs they can't export high end chip to China. I'm already know this is gonna happen and NVIDIA lost in China. However, the demand is still way too strong like in Japan and Singapore. Remember NVIDIA almost earned nothing from china in last 2 quarters, but thet still beat the expectations
10baggerbamm : you're so shortsighted. so let's suppose in video pulls back $10 next week who cares.. so you can pound your chest that you sold your one share and save $10 on the downside and now you're going to wait for another 50 or $100 sell-off because you're the guru master with the crystal ball to foresee when it's the opportune time to buy. the reality is Jensen knows more than you then me and then all of these bobbleheads on TV that are the self-proclaimed expert money managers and 90% of them can't even equal the S&P 500 index. so I believe in Jensen so that when he says we are on the precipice of the greatest industrial revolution known to mankind all I'm going to do is buy more stock on any weakness not sell. I believe Dan Ives who's been bullseye dead on accurate as an analyst and he says this is a drop the mic moment for NVIDIA that this is 1995 not 1999. I believe this up and coming 10:00 to 1 split within a year to two years we're going to be back to 3 or $400 a share post split maybe even higher so that's my two cents that's my opinion that you're very short sighted you're stepping over dollars to pick up pennies.
苹果上月亮 OP 10baggerbamm : That’s what people said in the Dot Com Bubble. Sorry to pop your bubble. 🫧
103480872 苹果上月亮 OP : PE last year was way above 100, this year drops to 60 even though NVIDIA already up 2x. Last year I also heard people saying bubble. I'm not willing to sell it until at least PE 80
10baggerbamm 苹果上月亮 OP : number one I owned a broker dealer in the 90s I started in the business in the 80s so when people talk third person and say oh well that's what others say about the com I went through it I lived through it and there was a huge difference in what happened then versus now so let me explain young grasshopper the difference. back in '98 because that's really when it began to accelerate you had Netscape go public and it was one of the biggest IPOs in the history at that time Yahoo went public and shortly thereafter any company that said we're going to build a website their stocks went up by 20 to 50%, just on that news number one number two any company that said we are going to sell something on our website their stocks went up 20 to 50% without realizing any revenue again just on that news
10baggerbamm 10baggerbamm : number three during the peak IPO marketplace of the.com era you had two to three companies going public every single week and the one thing they all had in common nun had any profits number one and the vast majority had little to no revenues and when I say little I'm talking 5 to 10 million that's it. next you had the valuation models assigned to these companies in the com projecting four and five years forward revenue just drawing a line 45° on a piece of paper straight up and making all of these projections if they can penetrate this potential multi-billion dollar market and they only have 5% penetration this year that will yield revenues of this next year their growth will be 35-40% and so on and so forth so you had companies that were trading at 4 and 5 years forward projecting revenues not even profits and they were trading 100 times the forward four and five revenue multiple. Nvidia trades at a PE of less than 30 that means they have earnings the coms virtually no one had any earnings. if Nvidia were to be trading at a hundred times four years forward revenue we would be over $10,000 a share. so when people say this is like the.com era they have no idea what the hell they're talking about all they are is being a parrot a minor bird repeating what somebody else told them but very few people walk the walk and live through it because I sat behind my trading desk when this all went on. the only correlation of the coms that actually do exist right now is the shit short squeezes that UC taking place every morning where these penny stocks are getting squeezed three four five hundred percent because they come out with a news announcement that they're going to get involved with the AI or their large language model this or they're projected revenues are that but Nvidia is in no ways remotely close to any of the companies in 1999.com era why because Nvidia is making money hand over fist and profits at a higher margin than any of the other mag seven.
10baggerbamm 103480872 : PE is irrelevant they grew revenues at 242% year over year Apple only has 4% revenue growth. look in the past 4 years how much Apple stock has returned to shareholders with very low revenue growth think for a moment how many years in video will be growing revenues before they get down to single digit revenue growth we're talking a decade we're talking several thousand percent more return coming to shareholders before it gets to that point so why focus on PE look at the marketplace. what you need to be concerned about is the Biden administration going after them for antitrust violations for price gouging for monopolistic practices. that's what you need to be concerned about because the Biden administration look who they're going after Apple Amazon Ticketmaster they're going after huge companies under the guys that are out there to protect the consumer which is bullshit but that's what you need to be concerned about is this administration and their agenda
苹果上月亮 OP 10baggerbamm : Thanks for sharing your insights!
How has AI created more business value? NVDA chips have dropped in prices for China
10baggerbamm 苹果上月亮 OP : businesses need to adopt or they will be squeezed out if they don't increase their efficiency of operations by using AI then their cost of Labor their cost of their goods is going to be far greater than their competitors and they will die a painful death and go broke. example...artificial intelligence is going to replace call centers you don't need all those people sitting around the elimination of all these people saves billions of dollars a year. mid-level management most of this stuff is Deadwood these people are they're going to be replaced so businesses will save so much money through increasing their efficiency the downside is humans are going to get redirected into other fields because their skills and what they offer companies are no longer needed they're obsolete
103480872 苹果上月亮 OP : easy example in 2-5 years, all junior soft eng will be replaced. NVIDIA earth 2.0 can helps gov to predict disaster. Recommendation system by literally all social media platforms. If you check chatGPT 4o, it's way2 too good. I think if they can implement chatGPT 4o to humanoid robot
103480872 苹果上月亮 OP : NVIDIA cut lower end chip in China bcs they can't export high end chip to China. I'm already know this is gonna happen and NVIDIA lost in China. However, the demand is still way too strong like in Japan and Singapore. Remember NVIDIA almost earned nothing from china in last 2 quarters, but thet still beat the expectations