Given the current outlook of a soft landing, Nvidia would have even more cash-flow for debt financing once rate is lowered which deepens their competitive edge and product offerings even more.
The market is demanding too much growth that is not sensible at all. Which other growth companies have this much growth during high rate period as NVDA?
A better metrics for investment would be to measure its long term growth consistency in the industry rather than the unrealistic quarterly growth.
Long term growth consistency means the stock will continue to do well during unfavorable and challenging market conditions. Big consumers caps temporary headwinds is too much of a gamble when the consumers segment will be the most affected during this period.
You are not going to get NVDA at this price anymore one or two months later when the gamblers have left. Get it while people are still drunk and upset for being too unrealistically greedy. [Cool] [Cool] [Miser]
Techinical analysts that views this earrning as a catastrophoc event or speculate on the slowing growth are also the same group of people who didn't see GPU will be the next big thing before the AI boom, and tend to only factor in Blackwell sales in short term.
This earning is a good wake up call for all stock holders to be practical and patient when it comes to Jeffrey's long term investments and innovation in AI. Given that NVIDA has been investing heavily in both AI and gaming industry, we will see NVIDIA stake in all things AI in the next 10 years continue to grow, just like their investment in graphics cards. Breakthrough in those investments will help Nvidia to pave new growth path, just like Microsoft and Amazon.
Modify on 2024-08-30 20:37
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