moonzo
2022-11-09

I don't own NVDA nor am I planning to buy it soon...but I think NVDA is going to either miss on earnings or guide lower or both. If QCOM guided lower and they don't have much exposure to either gaming or crypto (which NVDA does in spades) which should NOT be good, I just don't see how NVDA has a positive earnings. Don't think datacenter and AI are going to save them either. Love the company long tern and actually...mayhbe would buy some if it really dropped, but yeah...I see tough road ahead in first half of 2023 with recession and less corp spending etc.$NVIDIA Corp(NVDA)$

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