Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months

businessinsider.com05-28

Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria. The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years. He anticipates ...

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Comments

JayNayHayDay
05-28
JayNayHayDay
I used to believe people daying Nvidia's bubble will pop, it will crash and etc. but not anymore. Shut your crap
MireyaMiya万亿丰
05-28
MireyaMiya万亿丰
Nvidia keep going!! ❤️👍
AlanChong
05-28
AlanChong
😮🏃‍♂️💨
vchong8
05-28
vchong8
unlikely, expect another 20% after the 10:1 split
Dion N
05-28
Dion N
no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t
Andrewinho
05-28
Andrewinho
Really? 🤔🤔🤔

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","article_id":"2437586720","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","pubTimestamp":1716853864,"sourceInfo":{"source_id":"businsider_highlight","name":"Business Insider"},"weMediaInfo":null,"summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","collect":0,"end_time":0,"defaultTopTitle":"businessinsider.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"为什么一位分析师认为英伟达股票将在未来18个月下跌20%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.1},"content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. 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Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. 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Shut your crap","listText":"I used to believe people daying Nvidia's bubble will pop, it will crash and etc. but not anymore. Shut your crap","text":"I used to believe people daying Nvidia's bubble will pop, it will crash and etc. but not anymore. Shut your crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310801524654360","repostId":2437586720,"repostType":2,"repost":{"id":"2437586720","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":310698166669336,"gmtCreate":1716863475404,"gmtModify":1716863480160,"author":{"id":"3580082297864003","authorId":"3580082297864003","name":"MireyaMiya万亿丰","avatar":"https://community-static.tradeup.com/news/1124aa19e932df4e4bb55e398ab6f78a","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3580082297864003","authorIdStr":"3580082297864003"},"htmlText":"Nvidia keep going!! ❤️👍","listText":"Nvidia keep going!! ❤️👍","text":"Nvidia keep going!! ❤️👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310698166669336","repostId":2437586720,"repostType":4,"repost":{"id":"2437586720","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":310690199240904,"gmtCreate":1716861561908,"gmtModify":1716861565105,"author":{"id":"4125148185432112","authorId":"4125148185432112","name":"AlanChong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":0,"idStr":"4125148185432112","authorIdStr":"4125148185432112"},"htmlText":"😮🏃‍♂️💨","listText":"😮🏃‍♂️💨","text":"😮🏃‍♂️💨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310690199240904","repostId":2437586720,"repostType":4,"repost":{"id":"2437586720","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":310668462698672,"gmtCreate":1716856138508,"gmtModify":1716856142227,"author":{"id":"4114838310976802","authorId":"4114838310976802","name":"vchong8","avatar":"https://community-static.tradeup.com/news/239af25e56373b957e3c4bf76ed861e0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4114838310976802","authorIdStr":"4114838310976802"},"htmlText":"unlikely, expect another 20% after the&nbsp;10:1&nbsp;split","listText":"unlikely, expect another 20% after the&nbsp;10:1&nbsp;split","text":"unlikely, expect another 20% after the 10:1 split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310668462698672","repostId":2437586720,"repostType":2,"repost":{"id":"2437586720","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":310667473039544,"gmtCreate":1716855897877,"gmtModify":1716974391962,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"htmlText":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","listText":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","text":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310667473039544","repostId":2437586720,"repostType":4,"repost":{"id":"2437586720","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":310659830538416,"gmtCreate":1716854031047,"gmtModify":1716854034420,"author":{"id":"3581563418944392","authorId":"3581563418944392","name":"Andrewinho","avatar":"https://static.tigerbbs.com/3127e2bc40ab23064a5187a00a63e19b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581563418944392","authorIdStr":"3581563418944392"},"htmlText":"Really? 🤔🤔🤔","listText":"Really? 🤔🤔🤔","text":"Really? 🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310659830538416","repostId":2437586720,"repostType":4,"repost":{"id":"2437586720","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":6,"repostSize":4,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2437586720"}