肥奥
2024-12-22

I would like to talk about my expectation on Nvidia and the logic why I would consistently buy more.

First of all, I do not expect Nvidia would maintain the same momentum as its past few years given its market cap. Yet, I would still bet my house on Nvidia outperform the index given its compound growth in the next five years.

Regarding its Valuation, I do not see any issue why the market gave Nvidia this valuation because the growth is so consistent and certain. If you have taken a closer look at other major tech firms' financial report, you would notice they have poured Billion amount of money into AI infrastructure. You may also know that from Nvidia's gross margin. I would sell Nvidia if these two factors change.

120-128 is a great support. If you have been following me, you would see that I brought some at 134 (reason have been given) and I brought more at 127 in my major trading account. Remember I have been holding Nvidia since 2022, so my cost is extremely low. Always consider your own risk preference.

Nvidia vs. Broadcom: Battle for AI King
The battle for the AI chip market is heating up as Nvidia faces competition from Broadcom. Broadcom's CEO, Hock Tan, expressed optimism about the AI chip market, projecting a massive opportunity in the coming years. This announcement caused Broadcom's stock to surge and Nvidia's stock to fall. The article also mentions other stocks that made significant moves, such as Tesla, Honda, Nissan, Micron, Jabil, Worthington, and Netgear. However, the focus of the article is on the competition between Nvidia and Broadcom in the AI chip market.
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Comments

  • Tiger_comments
    2024-12-24
    Tiger_comments
    Thanks for sharing! By the way, your cat looks absolutely adorable and so clever. I can tell it’s a smart one just from the eyes. 🐱✨
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