$NVIDIA (NVDA.US)$
will ppl ever grow up... everyday it drops

$NVIDIA (NVDA.US)$ 125 tonight!!!

$NVIDIA (NVDA.US)$ just as expected

$NVIDIA (NVDA.US)$ this dip dont look the same as the past.. this time it gave way from weekly 50ma. so those going long buy with hedges would be better. if not its a falling knife at the moment.

$NVIDIA (NVDA.US)$ Fell for it again.

$NVIDIA (NVDA.US)$ Happy chinese new year to all, gong xi fa cai. Fortune awaits us

$NVIDIA (NVDA.US)$ 😥

$NVIDIA (NVDA.US)$ Did Mr. Huang not sell any stocks today?

While $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ may overbuild in the short term if AI demand weakens, they are not renting GPUs at a loss. They've been very clear that capex is fungible for other purposes if demand disappoints vs. forecasts, perhaps w/ some time lag (would be more concerned abt others like $Oracle (ORCL.US)$ / Coreweave recovering ROI in a downside case).
The debate regarding AI capex ROIC s...