angeldevil
05-01

$NVIDIA(NVDA)$ Just dont panic when deep drop. as long as fundamental not change it will come back

NVDA Drops 5%: Google and Amazon In-House Chips Threaten Its Moat?
Nvidia fell 4.63% today, diverging from stronger-than-expected results at Google and Amazon's cloud units, as markets grow wary that hyperscalers accelerating proprietary AI chip development — including TPUs and Trainium — could erode NVDA's GPU procurement share. Meta's full-year capex guidance of up to $145 billion triggered broad tech sector selling, dragging NVDA lower in the process. Can hyperscaler in-house AI chip ambitions truly undermine Nvidia's competitive moat?
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Comments

  • mark2012
    05-02
    mark2012
    if people paid over $200. I would panic because war will start soon and the bottom is going to fall out. the market bull run was fueled by The US president  talking the markets up. so those who have paid a high price will loose it all.
  • Adz5150
    05-02
    Adz5150
    Agree with this. I’m starting to realise price drops don’t always mean the business has changed, sometimes it’s just expectations and sentiment shifting short term.
  • mark2012
    05-02
    mark2012
    yes it could comeback. The economic situation surrounding Iran is becoming g more desperate which may affects the fundamentals. in such time the fundamentals may change. re ommending hedging your position.
  • YanQi
    05-02
    YanQi

    Great article, would you like to share it?

  • AuntieAaA
    05-02
    AuntieAaA
    Good
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