$Super Micro Computer (SMCI.US)$
as now the market is not sure , on what the true business value is - it can reach close to 25 or close to 40 in a couple of weeks
of course - with short term predictions , there is a big risk for being wrong , but here is a theory
as now the market is not sure , on what the true business value is - it can reach close to 25 or close to 40 in a couple of weeks
of course - with short term predictions , there is a big risk for being wrong , but here is a theory
$NVIDIA (NVDA.US)$
capex spends from hyperscalers are priced in expectarions , and in line with amd earnings reaction , we may see a pull back - which may be significant. we are still far from nvidia earnings
i could be wrong in the short term , in tbr medium term of 1 year and above - i expect it to be 200.
capex spends from hyperscalers are priced in expectarions , and in line with amd earnings reaction , we may see a pull back - which may be significant. we are still far from nvidia earnings
i could be wrong in the short term , in tbr medium term of 1 year and above - i expect it to be 200.
1
$NVIDIA (NVDA.US)$
although AMD’s performance was excellent , the market wanted a blow out quarter and pre market shows that AMD May open significantly lower
with google’s capex spends being stable q on q - nvidia’s perceived value may depend on what other hyperscalers - amazon , meta say in their capex spends , if the results are a blowout and increased capex , that will create perceived positive sentiment but if the market sees anything which is not to their liking or capex stays ...
although AMD’s performance was excellent , the market wanted a blow out quarter and pre market shows that AMD May open significantly lower
with google’s capex spends being stable q on q - nvidia’s perceived value may depend on what other hyperscalers - amazon , meta say in their capex spends , if the results are a blowout and increased capex , that will create perceived positive sentiment but if the market sees anything which is not to their liking or capex stays ...
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9
$NVIDIA (NVDA.US)$
they just keep making random predictions with zero logic , there should be a way for only smart comments to be put in and not comments like ‘100’ , run, crash coming … etc etc
they just keep making random predictions with zero logic , there should be a way for only smart comments to be put in and not comments like ‘100’ , run, crash coming … etc etc
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5
$NVIDIA (NVDA.US)$
looking at the number of short term predictions , looks like the room is full of novices. some even predict 110.
looking at the number of short term predictions , looks like the room is full of novices. some even predict 110.
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$NVIDIA (NVDA.US)$
one simple way to judge , whether nvidia will move higher in the very short term is- are you buying more at 122 post earnings after seeing 115 , if you are holding and hoping for price increase in the short term…. thats not ideal ….however if you are holding for the long term … log in after a few months …. should be higher
one simple way to judge , whether nvidia will move higher in the very short term is- are you buying more at 122 post earnings after seeing 115 , if you are holding and hoping for price increase in the short term…. thats not ideal ….however if you are holding for the long term … log in after a few months …. should be higher
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