i know the stock didn’t reflec-To The Moon - Tiger Brokers Online Investing Community - To The Moon

i know the stock didn’t reflect it

but idk how anyone walks away from the $NVDA GTC keynote today and is bearish

1. already working on 2027/2028 new chips after blackwell, even with companies like Amazon and Google selling in-house chips to their customers, those chips simply will always be behind Nvidia’s next generation and Nvidia wants to create a new architecture EVERY year

2. becoming a major player in humanoid robotics with opensourcing their humanoid OS, synthetically training humanoids with Cosmos, and building out their the partnership with Disney/Google around robotics

3. 100x more compute needed because of reasoning models which means more infrastructure (chips) will be required

trades at 27 times earnings and people are paying 47 times for $NFLX and 49 times for $COST

is the bear case that ALL of this is cyclical?

this is the cheapest $NVDA has been since ChatGPT came out.

i feel the market is just rotating out of big tech + is having an AI growth scare, but there isn’t some massive fundamental reason they are scared of Nvidia

which either means it’ll consolidate or get flushed out below $100, but if the growth doesn’t slow down, it should just become more attractive as the price goes lower.

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this is the cheapest $NVDA has been since ChatGPT came out. i feel the market is just rotating out of big tech + is having an AI growth scare, but there isn’t some massive fundamental reason they are scared of Nvidia which either means it’ll consolidate or get flushed out below $100, but if the growth doesn’t slow down, it should just become more attractive as the price goes lower.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/415128067170760","repostId":0,"isVote":1,"tweetType":1,"viewCount":15,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1016,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/415128067170760"}