Jollybeanie
09-20

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@blinxz：
$NVIDIA Corp(NVDA)$ It's legitimately impossible to find any S&P 500 stock with better growth prospects than NVIDIA has, yet it's solidly in the 30s in forward P/E, the lowest I remember it being. I'm quite bullish and have recently added 1K shares (under 4% of my total position) at $104. This is a good spot to buy given the clusters are getting bigger and the models are bigger and require more compute to train. Demand is extremely strong as seen with Oracle's cloud earnings - even second-tier cloud service providers are experiencing 45%+ cloud infra revenue growth. Things got too heated post stock-split, but all company-related news has been extremely strong. Earnings were great (beats and raises across the board) and showed that they're selling Hopper GPUs as fast as TSMC $Taiwan Semiconductor Manufacturing(TSM)$ can make them. Plus they disproved the Blackwell rumors and reaffirmed the Q4 outlook for several billions in revenue, more than what AMD $Advanced Micro Devices(AMD)$ and Intel $Intel(INTC)$ sell in a year. It'll eventually reach new highs, but investors need to be patient. That's the only way to get outsized returns with a growth stock.
$NVIDIA Corp(NVDA)$ It's legitimately impossible to find any S&P 500 stock with better growth prospects than NVIDIA has, yet it's solidly in the 30s in forward P/E, the lowest I remember it being. I'm quite bullish and have recently added 1K shares (under 4% of my total position) at $104. This is a good spot to buy given the clusters are getting bigger and the models are bigger and require more compute to train. Demand is extremely strong as seen with Oracle's cloud earnings - even second-tier cloud service providers are experiencing 45%+ cloud infra revenue growth. Things got too heated post stock-split, but all company-related news has been extremely strong. Earnings were great (beats and raises across the board) and showed that they're selling Hopper GPUs as fast as TSMC $Taiwan Semiconductor Manufacturing(TSM)$ can make them. Plus they disproved the Blackwell rumors and reaffirmed the Q4 outlook for several billions in revenue, more than what AMD $Advanced Micro Devices(AMD)$ and Intel $Intel(INTC)$ sell in a year. It'll eventually reach new highs, but investors need to be patient. That's the only way to get outsized returns with a growth stock.

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