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$NVIDIA (NVDA.US)$
Nvidia investors have recently experienced a challenging integration period due to concerns about investments in AI. The market may be concerned about the progress of the delayed release of the Blackwell AI chip.
Nvidia's revenue growth is expected to normalize. However, the market may not fully realize the growth opportunities from sovereign AI and enterprise adoption.
Nvidia's PEG (price-to-earnings growth ratio) has dropped to an attractive level, indicating that the market may already reflect significant pessimism.
Nvidia investors have endured pressure during a prolonged integration period as the market reassesses whether the 'AI father' can continue to deliver outstanding performance. In the recent earnings release, Nvidia's guidance was not enough to inspire market confidence, resulting in a failure to sustain its astonishing performance. Coupled with the unexpected delay of the Blackwell architecture chip, the market may need further evidence to continue to be bullish on Nvidia for the fiscal year 2025.
In Nvidia's second quarter performance comments, management emphasized its confidence, stating that Nvidia's customers have begun testing the Blackwell chip. However, due to the complexity of its design, there is an increased execution risk, particularly in collaborating with its foundry partner Taiwan Semiconductor (TSMC) to achieve stable production yield. Despite this, Nvidia remains committed to its current generation Hopper architecture...
Nvidia investors have recently experienced a challenging integration period due to concerns about investments in AI. The market may be concerned about the progress of the delayed release of the Blackwell AI chip.
Nvidia's revenue growth is expected to normalize. However, the market may not fully realize the growth opportunities from sovereign AI and enterprise adoption.
Nvidia's PEG (price-to-earnings growth ratio) has dropped to an attractive level, indicating that the market may already reflect significant pessimism.
Nvidia investors have endured pressure during a prolonged integration period as the market reassesses whether the 'AI father' can continue to deliver outstanding performance. In the recent earnings release, Nvidia's guidance was not enough to inspire market confidence, resulting in a failure to sustain its astonishing performance. Coupled with the unexpected delay of the Blackwell architecture chip, the market may need further evidence to continue to be bullish on Nvidia for the fiscal year 2025.
In Nvidia's second quarter performance comments, management emphasized its confidence, stating that Nvidia's customers have begun testing the Blackwell chip. However, due to the complexity of its design, there is an increased execution risk, particularly in collaborating with its foundry partner Taiwan Semiconductor (TSMC) to achieve stable production yield. Despite this, Nvidia remains committed to its current generation Hopper architecture...
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$NVIDIA (NVDA.US)$ Reading the comments between bearish traders and bullish traders for NVDA is like watching an argument on reddit unfold.
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$NVIDIA (NVDA.US)$ actually, there are opportunities for both bull and bear market, can earn money both ways. there is no need to hate on each other or mock ppl who are losing money, thats just sick behaviour.
and the “I told you so” comments (referring to both bulls and shorties), is nothing but 马后炮, and a broken clock can be right twice a day too, doesnt make you Warren Buffett.
just peace and chill and make money.
and the “I told you so” comments (referring to both bulls and shorties), is nothing but 马后炮, and a broken clock can be right twice a day too, doesnt make you Warren Buffett.
just peace and chill and make money.
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$NVIDIA (NVDA.US)$ dont be agresive
people post their profit 3 or 4 or even 5 digits, just set it as a goal
they have a whole different capital tier
just set and focus on your experience
call put or whatever shit it is, understand it first before buying
dont be rush, once you FOMO, you will lose yourself
for those rich capital, FOMO is still ok, they can average down or that fomo is just a penny for them
bull? bear?
mr.market doesnt even care, if market can be identified so easy, what for those u...
people post their profit 3 or 4 or even 5 digits, just set it as a goal
they have a whole different capital tier
just set and focus on your experience
call put or whatever shit it is, understand it first before buying
dont be rush, once you FOMO, you will lose yourself
for those rich capital, FOMO is still ok, they can average down or that fomo is just a penny for them
bull? bear?
mr.market doesnt even care, if market can be identified so easy, what for those u...
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$NVIDIA (NVDA.US)$ 复盘一下~past few weeks volatility has been good for options daytrader like myself. hopefully this green P/L trend can continue
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