mark2012
mark2012
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More misinformation rolling out from the wall street propaganda machine. Nvidia never said that upfront payments was required.so who come up with that story.  Wall street looking for cheap Nvidia stock provably. These headlines amd news bytes can't be trusted. No wonder professional traders dont listen to the(fake) news and analyst propaganda mill.
Nvidia Says No Upfront Payment Needed for Its H200 Chips
avatarmark2012
2025-11-05
Yes they are getting excellent returns. I would not Pay attention to those who are trying to talk that prices down, probably so they can buy them. Nvidia and Palantir are achieving excellent realized returns.
Palantir Reaping 'Measurable' Returns From Artificial Intelligence, BofA Says
China  set to approve NVIDIA chips?Sounds like misinformation , judging by stock price, no one believes it
Trump's 'Dream Military' Plan Whipsaws Defense Stocks; China Set to Approve H200, But Nvidia Seeks Cash Upfront
avatarmark2012
2025-11-26
What is to stop Nvidia making TPU chips to? The market gets jittery over everything.  Anyone needs to just  look at NVDia's balance sheet as they have the capital  and expertise and experience in chip design  to move into and dominate in that area as well.  
AI Daily: Nvidia slips on report of Meta considering Google TPU chips
avatarmark2012
2025-12-09
$NVIDIA(NVDA)$  they haven't, it's only  market sentiment, ie NVDIA is  performing financially better than ever. It is probably because of negative headlines such as these  put out by analysts whoose  firms  want to buy these shares at a bargain after spooking the market.
Why Nvidia and Other AI Stocks Have Lost Their "Quality" Status
avatarmark2012
2025-11-25
Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.[Happy]  so he was right in 2008, so what? Nvidia will do well.  They shoukd just state this and keep up with the great results and ignore the critics. 
Nvidia says it's not Enron. Michael Burry makes a different dot-com parallel.
avatarmark2012
2025-12-13
Oh well that's life. Don't panic , it's only unverified reports. 
Oracle Shares Drop over 5% as Some Oracle Data Centers For OpenAI Delayed To 2028 From 2027
avatarmark2012
2025-11-22
US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless]  [Sad]  [Spurting]  [Spurting]  [Spurting]  
Nvidia Sell-Off a "DeepSeek Moment," AI Revolution Just Beginning, Wedbush Says
stop whining
NVIDIA's Concentration Risk: Data Centers Account for Approximately 91% of Revenue
I am starting to wonder if the US Government is trying to actively  destroy NVIDIA. What's the point of trying develop technology when a government tells you  who you are allowed to sell it to. If the US is so worried about national security, then they should  enter the chip manufacturing game themselves or  underwrite and compensate Nvidia for business loss. Its the kind of rubbish China and Russia do. Its anti business and anti freedom.. [Smile]  
Nvidia AI Chip Sales to China Stalled by US Security Review, FT Reports

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