Pollster
commented on
$NVIDIA (NVDA.US)$
it has been at the same 140-150ish top range despite excellent results , so the stock price HAS NOT kept up with the recent revenue growth at all
it is actually inexpensive … you want a stock trading at their previous multi year levels , china stocks , paypal , intel and many others … i am very surprised that this isnt over 175 yet
it has been at the same 140-150ish top range despite excellent results , so the stock price HAS NOT kept up with the recent revenue growth at all
it is actually inexpensive … you want a stock trading at their previous multi year levels , china stocks , paypal , intel and many others … i am very surprised that this isnt over 175 yet
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Pollster
commented on
$NVIDIA (NVDA.US)$ someone from the inside is selling off the stock com/news/nvidia... out of sudden with a good QR, rising buy rating from analysts. He got esrn enough thats what I can figure out at the moment 😅
Whats your thought on Friday closing bell, does the bull romance with the bear again or killing each other in options 🐂vs🧸
Whats your thought on Friday closing bell, does the bull romance with the bear again or killing each other in options 🐂vs🧸
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$Super Micro Computer (SMCI.US)$
jensen mentioned them in their list of vendors , that they work with , during the nvidia call essentially reinforcing that their biggest client still wants to work with them , despite all the accounting challenges.
this may have a short term positive impact as it shows confidence in their core business
jensen mentioned them in their list of vendors , that they work with , during the nvidia call essentially reinforcing that their biggest client still wants to work with them , despite all the accounting challenges.
this may have a short term positive impact as it shows confidence in their core business
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$NVIDIA (NVDA.US)$
may be its just over bought , tonigjt wil be fascinating , as the fundamentals and future is awesome
may be its just over bought , tonigjt wil be fascinating , as the fundamentals and future is awesome
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Pollster
commented on
$Tesla (TSLA.US)$ i really dont understand why you guys are surprised by the fact that Tesla is going down. For the past few days it has gone up without any fundamentals and only based on the fact of Elon’s presence in political scene, not beneficial for Tesla as a company. pullback was obvious if you bought at 350+ please stop.
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Pollster
commented on
I could be wrong - but looks poised for a short covering rally even though the overall trend is down
$Super Micro Computer (SMCI.US)$
this hasnt had that intense short covering rally which invariably comes with such massive falls in such a short period of time .
short term predictions are very risky - because your chances of going wrong are very high , but right now any catalyst - 10k filing , some big investor taking a bet , takrover , collaborarion or whatever may just light that fire . medi...
this hasnt had that intense short covering rally which invariably comes with such massive falls in such a short period of time .
short term predictions are very risky - because your chances of going wrong are very high , but right now any catalyst - 10k filing , some big investor taking a bet , takrover , collaborarion or whatever may just light that fire . medi...
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Pollster
commented on
$NVIDIA (NVDA.US)$ nvidia has been rising all the time without a chance to add positions, when will there be a correction please
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$Super Micro Computer (SMCI.US)$
any good management would have addressed this basic issue … why did the auditor resign and other basic financial documents to be filed
clearly they have a good business with good clients but its not without strong competition
the only way the stock will properly reverse its 80% fall from its presplit high of 1000 is if they give market surety of their numbers
any good management would have addressed this basic issue … why did the auditor resign and other basic financial documents to be filed
clearly they have a good business with good clients but its not without strong competition
the only way the stock will properly reverse its 80% fall from its presplit high of 1000 is if they give market surety of their numbers
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Pollster
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$Tesla (TSLA.US)$ 300 tonight, 3000 by end of Nov
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Pollster OP Shroomie : Remember they most design and assemble , Tsmc is doubling production, their customers talk about wanting their chips , the numbers show increase demand , google is growing 15% yoy , Nvidia is growing close to 100% yoy , slowing down for Nvidia means 85% you growth , their peg is still attractive. And google is a good stock , but Nvidia is now , what google was 20 years ago
Pollster OP Warren Buffed : You need to learn more about patents and technology , TSMC is a key supplier to Nvidia , but relies heavily on Nvidia as a customer
Pollster OP Shroomie : If you are ok with inconsistent earnings , go ahead , ultimately we all do what we want with our money
Pollster OP Warren Buffed : No, the price action has lagged behind the earnings growth , check out the earnings growth and compare that to its price increase in 2 years , if 2-3 years of growth needs to be priced in you would need this to be 400
Pollster OP Warren Buffed : Agree , compare the revenue when the price was at 600 , to when the price it at 1500 ish , the revenue has gone up 4x and the price of the stock has gone up 2.5x , they keep worrying about Ai demand , well who knows it may be even greater in 3 years
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