104272950 : you dont know what you’re yapping about do you..

10baggerbamm OP : so CNBC is saying nvidia's price very expensive right now and they don't see hyperscalers spending continuing and I flipped a fox business..
and lo and behold here's another bobblehead and what is he talking about
the valuation of Nvidia is extremely expensive and I would not buy it on the rally that it just had I would only buy it on a sell-off
and then he was asked so do you sell off?
his response is well all of the tech stocks that are in the space are very expensive their price for perfection and there's really only downside movement at this point there's really no upside and that's what we're seeing is that investors are buying other sectors and they're avoiding technology because they believe it's going tol and trend lower..
I swear you're damned if you do you're damned if you don't
now we're going to have three more months of people telling us that Nvidia can't continue there's no way hyperscalers will spend their margins are coming under pressure they're going to be on a restricted list again from Trump that's going to hurt revenues..
Mike Lee should be on today I expect Dan Ives will be on today Cramer's a moron don't even worry what he has to say...
Mike Lee's always very bullish and he's a short-term trader mentality for his clients if something's going he's in it if the minute it breaks he's out of it he also has long-term holdings so I'm more interested in what his opinion is then Dan Ives who still thinks Tesla is the number one AI play for 2025 and yet the stocks down 200 bucks from when he said that

Junius Falcon : When those commentators talk about valuation, they only look at P/E, but they don't talk about the growth potential (only a few do). That's why the market most of the time respond to forward P/E or P/EG. Those commentators used to banks and slow market conditions for too long.
It's simple, you invest the future. I just do my calculations, then I listen to comments, so I know who is bs.

10baggerbamm OP Junius Falcon : absolutely everything is priced forward and the argument that's used is the same one for NVIDIA since July of last year
spending will peak it cannot continue.. this is the maximum capex that's going to be happening right now everybody the hyperscalers in particular are blowing their wads to build their infrastructure right now and once they slow down the other sovereign Nations that can buy Nvidia they can't offset the slowdown.. the smaller companies out there combined with the sovereign Nations that are not restricted they cannot offset the slowdown of the hyperscalers.
that's the argument it's the same argument that was used last year.
so this is the big rally right here 132 and a half dollars we were $10 higher Thursday last week..
what that means is we get a bad economic number geopolitically something happens tech stock sell off something call it Market volatility manipulation whatever you want to say Nvidia trades down it'll go back down to 122 123 119 again on a bad sell-off..
gone are the days where the stock is gapping up $20 I think we can agree to that it's done it's over

Junius Falcon 10baggerbamm OP : There will be a limit yes, but not as soon as we can see, I would say in years. As said not to speculate, they beat this time and guidance still looks great.
It is not only about big caps spending, more countries will start to invest too, then replace. As mentioned in ER, the industry is toward training more complex models that will x 1 million of power (maybe exaggeration, but there is definitely more AI applications coming requiring new trainings), and also more real time inference demand (more users of Reasoning function, etc.).
So it may grow slower, but long term is up, down trend is temporary.

狗资本家 : U buy many PUT?