• SKYWalkers : 200 to 250 is fair.
  might be harder to go below 250, 250 is strong level.

  Report

  Reply
  Cancel Reply

• 2025新起点 : so nvda is at its peak now?

  Report

  Reply
  Cancel Reply

• Junius Falcon : Did faster CPUs make us need fewer computers nowadays ? In fact the semiconductor industry and its market are thriving on it.
  Having 1 computer is no longer a privilege. I can have 2 PC and a phone today.
  Lower cost will open markets, vehicles, robots, professional task processing, etc. NVDA already making local chipset and computing power for those applications

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP 2025新起点 : if you set aside the lie that was told on what the cost of development was for deep seek, and you look what they were able to achieve with what is an old outdated antiquated GPU.. and you overlook the fact that they might have 100,000 of these gpus or 60,000 of these gpus.. will never know because they're not opening up their business to cameras to show everybody what they've done it's not like Elon Musk when you see what he creates the videos are out there on x.
  tell all this aside what they've done is make life for consumer the average person better because prices are going to come down that much faster adoption is going to increase significantly and look what perplexities offered they were not doing any deep seek embedded search and now they are so to remain competitive they've embedded deep seek into perplexity and they've scrubbed out all of the Chinese search agents so nothing that you search on deep seak gets back to China.
  the concern for NVIDIA is going to be the restrictions that President Trump places on them the tariffs that will be imposed.
  obviously saying that President Trump is smart enough not to screw investors that he put in front of the cameras like Larry Ellison and Masa who are going to be collectively as a group investing 500 plus billion dollars over the next 4 years to build data centers.
  would you be just plain stupid to put a tariff on Nvidia gpus that are manufactured by Taiwan semiconductor to sell to these group of people in the United States that are investing $500 billion dollars
  have to believe that when Jensen met with President Trump he was smart enough to say hey look these people were the ones making it happen Nvidia so penalizing us making us pay a tariff is just going to make these people pay more money because we're not going to absorb it we're going to pass the costs on so maybe it would be smart to make an exception to Nvidia and any other company for that matter that utilizes Taiwan Semi or another country to manufacture gpus because Intel is not going to build a Fab facility in the next three years to produce what we need now and The foundry that Taiwan Sammy is building in Arizona can't even produce a fraction of our gpus that we need everything that we need is being produced the main factory at Taiwan semiconductor and our sophistication requires them to push the envelope for testing because we are so far ahead of everything else that they are doing nobody else can do this in the world.
  I've got to believe President Trump is going to issue exceptions to these tariffs I can't believe that he would penalize people that want to invest in America and make them pay more money because the only place that Nvidia can get production done is in Taiwan. logistically it's impossible in the next several years to build a Fab facility to handle Nvidia needs in the United States let alone all the other companies that produce chips and gpus in the United States that are getting penalized.
  so for me that's a big problem right now that needs to be addressed and maybe that will come out in the conference call when Nvidia releases their quarter maybe it won't maybe president Trump is going to be the one to say that we're going to issue exceptions to the companies that are help building these data centers because we want to support the ingenuity and the growth we don't want to penalize them.
  so no one's talking about this online no one's talking about this on TV and none of the bobbleheads
  no one's talking about this on x
  this issue is extremely important to Nvidia
  the other concern I have for NVIDIA and you can go back and listen to the conference call listen to Amazon when they were talking about AWS they said we are extremely excited to be receiving our Blackwell gpus from Nvidia we are the first in line.
  that to me means they haven't shipped
  what has been sent out because Jensen said they are in full production and their shipping it's but a fraction
  I've read online several analysts that are very smart that do manage money for themselves and for clients and they're making a very nonchalant approach to this response when I asked them this the gist of what they said well what does it matter if it comes in q1 or Q4 because the revenues will come in
  and my response to them is if Nvidia is light the stock's getting crucified if their revenues come in for any division light less than expected we all have seen what happens very quickly they look at top line revenue earnings and then they break down within a minute or two minutes of the information being disclosed in the SEC filings they look for any disappointment in any section of the business so with gpus if it's light because Blackwell's not at full shipping capacity yet and that's what I'm reading into it because of exactly what Amazon said then this stock's going to get crucified when they come out with earnings it's going to get beat the shit.
  and I'm hoping that we can sustain this rally on Nvidia up to earnings because I want out I don't want any part of this earnings announcement.
  I have no problem buying Nvidia back at 155 or $160 I'll sell puts below the market to collect the premium if the stock breaks out to the upside and I'm wrong I have no problem with that at all because if there's any weakness because Blackwell's not at full production yet and based off of what Amazon said it's there in black and white you can listen to them..
  I think you'll see below $110..
  and I hope I am wrong because I have a big position in Nvidia I sold my trading position at 1:46 and change my primary position I got hammered in like everybody else that was long wrote it down thank God it's coming back up and congratulations to everybody that had the brass balls to go in and buy at 114 113 115 you killed it you're smarter than me.
  but I'm very concerned about Blackwell in the 4th quarter relative to the statements during the conference call from Amazon

  Report

  Reply
  Cancel Reply

• Sam Vandersey : long and nice write-up Mr Bamm.

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP Sam Vandersey : have you ever known me to be short on words?

  Report

  Reply
  Cancel Reply

View more comments...

• LittleSoldier : Wow, The range of motion is incredible holy crap!!

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP LittleSoldier : there's a couple other Chinese companies that are light years ahead Elon Musk talks about the dexterity of the hand in Optimus. if you go online and you look at the videos the name escapes maybe these companies but it is astounding what they're able to pick up touch I mean literally pick up a postage stamp off of a table top the things that are being done are amazing.
  not to say he's not going to sell Optimus when it comes out but he does not have first mover advantage not by a long shot.
  the reality is what is going to be the application the utilization Factor the benefit to owning one?
  I can understand in a factory where you have redundant repetitive work or dangerous work sure it makes sense what is a person actually need one for?
  I mean I think you're rich people are going to buy one as a novelty initially to say that they were the first ones to have it and show it off oh look he's bringing you a drink oh look he's able to go get the newspaper..
  my dog can get my newspaper the dog I had before that I trained him to open the fridge and get me a beer that was years ago.
  so what is the actual benefit of owning one and I just don't see it a maid to do your laundry to cook your food how lazy do people actually want to get in society.
  I certainly understand when you know they make ones that are very very close to looking like a human and there's one company that does right now and that's for sex purposes I understand that side of the story I mean there's going to be a huge market for that type of thing they're always has been and they're always will I guess the ones they're going to be protesting or the hookers on the strip in Las Vegas.
  I can imagine the advertising done by MGM and other casinos
  all of our companions are thoroughly sterilized before they're given to any other guest.
  and when you going to go pick the room that you stay in the casino you get to pick do you want a redhead a blonde a brunette you get to pick your chest size their waist size whatever you want.
  I see that day maybe 20 years into the future 25 years 30 years that'll happen because people will pay for that but I just don't see the average person in the United States making 70 $80,000 a year buying an optimist I just don't see it

  Report

  Reply
  Cancel Reply

• 101676347 : he dances even better than me..

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP 101676347 : meanwhile you're still doing..
  you put your left foot in you put your left foot out you put your left foot in and you shake it all about.. you do the hokey pokey and you turn yourself around that's what it's all about..
  

  Report

  Reply
  Cancel Reply

• 101676347 10baggerbamm OP : I surrender and throw white flag when come to dance..

  Report

  Reply
  Cancel Reply

View more comments...

• H20 : pretty much. hope they demolish earnings est.

  Report

  Reply
  Cancel Reply

• Ultratech : the fate of the world depends on it

  Report

  Reply
  Cancel Reply