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PhilXTRD

Putting Money into Letters based on Numbers I don't understand. Growth & Dividend Portfolio

    • PhilXTRDPhilXTRD
      ·03-24 15:34
      $NVIDIA(NVDA)$  Short term Bullishness but lets hope the momentum carries as possible relaxation of Tariff policy bears any fruit
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    • PhilXTRDPhilXTRD
      ·03-22
      Exactly this sentiment [Grin]   excellent article

      Nvidia's Disconnect: An Improving Business With a Cheaper Stock

      Nvidia CEO Jensen Huang was resolute. At his company's annual GTC developers conference this past week in San Jose, Calif., he laid out a compelling vision for the artificial-intelligence industry while presenting an aggressive road map of coming products from his company. The announcements could leave chip rivals racing to catch up for years to come.As I walked around the GTC exhibit floor, there was a palpable sense of excitement, with hundreds of people lining up for sessions and panels to hear about the latest AI advances in everything from robotics and healthcare to cutting-edge water-cooled server designs.Yet, there is a disconnect. Despite the enthusiasm for the future of AI and how Nvidia semiconductors are central to it all, Nvidia shares have treaded water, trading at just 26 times forward price-to-earnings. That's an undemanding valuation for a company projected to boost revenue by 57% this year.At GTC, Huang confidently addressed all three issues, arguing that none of them
      Nvidia's Disconnect: An Improving Business With a Cheaper Stock
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    • PhilXTRDPhilXTRD
      ·03-20
      $NVIDIA(NVDA)$  NVDA is Bearish and It's not because of Performance [Sigh]  Nvidia has been wrought with market scares, disappointment and broad market down-turns as Retail Investors dont find good reasons to buy the stock at any higher valuations which I believe in the short-term is justified. Let me Explain why this is my first bearish post after having such a Bullish outlook on the stock and how this will likely change as I am Bullish Long-term. Recent Key Events: - NVDA Earnings Febuary - GTC Keynote by Jensen Huang - US Federal Rate Announcement & Powell Conference As the trend since the Deepseek sell-off and Trump administration Tariff War has shown, the Market is rife with Extreme Fear which seem
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    • PhilXTRDPhilXTRD
      ·03-19
      $NVIDIA(NVDA)$  Long Term Bullishness with NVDA as they prove to have initiative in setting up partnerships and planning future value and deepening their moat.

      Nvidia, Musk's xAI to Join Microsoft, BlackRock and MGX to Develop AI Infrastructure

      (Reuters) - Nvidia and Elon Musk's xAI have joined a consortium backed by Microsoft, investment fund MGX and BlackRock to expand AI infrastructure in the U.S., the companies said on Wednesday, as a gl
      Nvidia, Musk's xAI to Join Microsoft, BlackRock and MGX to Develop AI Infrastructure
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    • PhilXTRDPhilXTRD
      ·03-17
      $NVIDIA(NVDA)$   Minor Price drop one day before GTC Keynote is to be expected as retail Investors adjust their expectations with the possibility of sentiment swinging wildly to either side. Personally holding Long with small leverage but certainly will take advantage of any dips if Jensen's Keynote underwhelms. Price is unlikely to hit any yearly High in light of possible economic disruption. Additionally any bearish trends are short-term doubts that are contrary to its current value. Surface level details like P/E trailing and forward ratios look fair and its recent 10K filings and earning have managable Debt to Assets and good Revenue. Future is looking bright but we should not expect it to go as far as
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    • PhilXTRDPhilXTRD
      ·03-17
      $NVIDIA(NVDA)$  Minor Price drop one day before GTC Keynote is to be expected as retail Investors adjust their expectations with the possibility of sentiment swinging wildly to either side. Personally holding Long with small leverage but certainly will take advantage of any dips if Jensen's Keynote underwhelms. Price is unlikely to hit any yearly High in light of possible economic disruption. Additionally any bearish trends are short-term doubts that are contrary to its current value. Surface level details like P/E trailing and forward ratios look fair and its recent 10K filings and earning have managable Debt to Assets and good Revenue. Future is looking bright but we should not expect it to go as far as the moon, 1
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    • PhilXTRDPhilXTRD
      ·03-14
      $NVIDIA(NVDA)$  Stay the Course, we are closing in on the fair price which already includes discounting tariffs and considering Quantum/AI growth.
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    • PhilXTRDPhilXTRD
      ·03-14
      $NVIDIA(NVDA)$  Markets opening at a Bullish 119 > the need to realize even if Tariffs affect Revenue that US Markets will become more locally strengthened due to future Job Market (TSMC Investment) and Quantum Partnerships. NVDA will be the biggest beneficiary of the AI demand as long as it continues to develop for the forseeable future.  BULLISH RALLY
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    • PhilXTRDPhilXTRD
      ·03-12
      $NVIDIA(NVDA)$  DCA'd the Dip and seeing the rebound
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    • PhilXTRDPhilXTRD
      ·03-10
      $NVIDIA(NVDA)$  Mmmfg 90 dip so the bears get their reverse summit and the bulls rebound ✨️
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