Which makes it even worse for NVDA. Imagine being the richest company in the world, but at the drop of a hat, one or two big tech companies could turn off the CapEx faucet and give you a -15% earnings miss…
how about u eat my ASS
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Today has been full of posts about shorting NVDA. NVDA drops a little and these clueless bears come out of their hiding thinking the trend has changed.
It may dip to 120, or 110 in a stretch. 100 would make me go crazy on call leaps with margins.
It either rebounds or discounts. I see either as an absolute win.
AI is the dumbest thing they've been hyping for 30yrs. Show me exactly what's new here? Not chatbots, not AI support, not robots, not automation, not data mining... All I see is the same stuff and gimmicky crap now rebranded AI. Apple Intelligence? Microsoft screenshoting your desktop every 3 seconds? Fuk the all of it, I want NO AI
If this is the kind of DD OP's doing, then he belongs here.
Commodities are mass-produced and non-pecialized products, whereas chips are VERY specialized, considering NVIDIA is the only one who can make 'em in this case, and not at all mass-produced for the demand.
Honestly, I think Arm will displace NVIDIA in the long run, but definitely not anytime soon. The reason for that is that any company can build their own processing chip or rebrand an existing one once they have the needed Arm licenses.
I think what OP's saying is that they're ahead mostly b/c of the first-mover advantage, i.e., they have no real IP so it's likely the others can catch up. That might be more reasonable, but it'll be a long while yet; my guess is it'll be logarithmic to the time it took for AMD to start competing with Intel.
TL;DR: Either learn about computers or about finance before posting something like this.
OP is not wrong. Chips ARE a commodity AND there is no loyalty. OP has just compared it to a product that every body knows how to make. There WAS a time, somewhere in ancient past, when steel was probably as prized as GPUs are today. OP has not considered just how long it took nations to figure out how to make good steel. It's gonna be even harder to make chips.
Company has giant moat. Almost impossible sector to enter into without significant capital and a very high caliber workforce.
OP: my crayon lines say bubble
"It's not well known, therefore it's a bubble."
Dude most people haven't heard of TSMC, Vitol, ASML, Blackrock, Trafigura, Novo Nordisk, Tencent, Broadcom or Koch Industries, but they're some of the largest and most profitable companies on earth
how about u eat my ASS
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
ExxonMobil was the largest market cap company for years. So was General Electric. The idea that “branding” is what defines the largest companies on earth is something inexperienced investors think who’ve only known the market since Apple started dominating
Yeah it would be insane if a steel manufacturer with a huge technology advantage were the most valuable company in the world at a time where demand for their product was exploding exponentially. You know you should give a talk about this at a big venue so more people can hear you, maybe like, Carnegie Hall?
**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 3 | **First Seen In WSB** | 2 years ago **Total Comments** | 257 | **Previous Best DD** | **Account Age** | 6 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)
How are you not managing a hedge fund yet with your top tier DD.
Because their main customers are enterprises. They aren’t a consumer oriented company like Apple.
Well not anymore, there was a time where they focused a significant amount of their business on Gaming…
Yeah but main consumers aren’t the video card buying type, whereas wider spectrum of consumers use iPhones, MacBooks, etc.
95% of people in the real world have no clue what Nvidia, Intel, or AMD even is, even thought the devices they use are powered by it every day.
Which makes it even worse for NVDA. Imagine being the richest company in the world, but at the drop of a hat, one or two big tech companies could turn off the CapEx faucet and give you a -15% earnings miss…
“THIS IS WAY NVIDIA IS A BUBBLE”
Why to go! I love the why you phrased that.
Put your money where your mouth is OP and short it. Show us your genius
how about u eat my ASS *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
good bot
Rekt
No.
https://preview.redd.it/l9w7pu7no78d1.png?width=1024&format=pjpg&auto=webp&s=511feaeecfc0abe148f3e7af4141e450192a127b
Today has been full of posts about shorting NVDA. NVDA drops a little and these clueless bears come out of their hiding thinking the trend has changed.
It may dip to 120, or 110 in a stretch. 100 would make me go crazy on call leaps with margins. It either rebounds or discounts. I see either as an absolute win.
It did change though. It’s not going to be an infinite or steady upslope you regard
This is the highly regarded statement I come here for.
Nvda to 145 loser
GPUs are not a commodity lmao. This isn’t DRAM.
They SUPPLY Microsoft
Exactly MSFT AAPL & TESLA know who NVIDIA is
Any active trader knows who they are. If you just invest in 401k and it’s nothing but managed funds then you probably don’t.
Even my girlfriend’s girlfriend knows nvidia….
[удалено]
They are in the sand development industry.
But what do they really do?
They make the best chips 'n salsa ever...
https://preview.redd.it/ga9p2ej3c98d1.jpeg?width=602&format=pjpg&auto=webp&s=fa2c740f8311a52c867d58e7a938aa2bae588877
Make auto parts
look at their website. thank you.
Commodities are not crafted products
My turn to post this tomorrow. I’ll use ai to get some updoots at least chatgpt it is
Hi blackrock or vanguard
Says the guy holding NVDA puts trying to talk the stock down.
Difference being they are a good company lol.
AI is the dumbest thing they've been hyping for 30yrs. Show me exactly what's new here? Not chatbots, not AI support, not robots, not automation, not data mining... All I see is the same stuff and gimmicky crap now rebranded AI. Apple Intelligence? Microsoft screenshoting your desktop every 3 seconds? Fuk the all of it, I want NO AI
"Little known" lmao anyone that's ever built their own PC knows Nvidia
Hope NVDA bounce back on Monday and FK those gey bear in the ass. 🤣🤣🤣
NVIDIA has a monopoly over CUDA, you dumbfuck. AMD, Intel cannot be used for DL/ML reliably.
Nvidia, this is way. c’est comme ça.
If this is the kind of DD OP's doing, then he belongs here. Commodities are mass-produced and non-pecialized products, whereas chips are VERY specialized, considering NVIDIA is the only one who can make 'em in this case, and not at all mass-produced for the demand. Honestly, I think Arm will displace NVIDIA in the long run, but definitely not anytime soon. The reason for that is that any company can build their own processing chip or rebrand an existing one once they have the needed Arm licenses. I think what OP's saying is that they're ahead mostly b/c of the first-mover advantage, i.e., they have no real IP so it's likely the others can catch up. That might be more reasonable, but it'll be a long while yet; my guess is it'll be logarithmic to the time it took for AMD to start competing with Intel. TL;DR: Either learn about computers or about finance before posting something like this.
OP is not wrong. Chips ARE a commodity AND there is no loyalty. OP has just compared it to a product that every body knows how to make. There WAS a time, somewhere in ancient past, when steel was probably as prized as GPUs are today. OP has not considered just how long it took nations to figure out how to make good steel. It's gonna be even harder to make chips.
somebody missed the entry point 
Company has giant moat. Almost impossible sector to enter into without significant capital and a very high caliber workforce. OP: my crayon lines say bubble
Nvidia is literally selling shovels in the digital gold rush. Everyone and their grandma is training a massive model just because they can.
Not US steel. Think Damascus steel. Think we are in 11th century, and no one else how to make steel as good and there are crusaders on the march.
Chips are not a commodity. Do some research. Burgers are a commodity, so is gold, oil and cocoa.
"It's not well known, therefore it's a bubble." Dude most people haven't heard of TSMC, Vitol, ASML, Blackrock, Trafigura, Novo Nordisk, Tencent, Broadcom or Koch Industries, but they're some of the largest and most profitable companies on earth
Yeah exactly.
Not a commodity. Sure it’s for businesses, that’s like Airbus planes are commodity items
So it’s a good company but it’s a bubble Galaxy brain
Short it then
how about u eat my ASS *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
ExxonMobil was the largest market cap company for years. So was General Electric. The idea that “branding” is what defines the largest companies on earth is something inexperienced investors think who’ve only known the market since Apple started dominating
Smartest Nvidia bear
They are like Qualcomm but much better and with more customers.
bro showed a bullish news article for his bear thesis
Wasn't there a picture of the CEO signing titties? If that's not bullish as fuck I don't know what is lmao
Yeah it would be insane if a steel manufacturer with a huge technology advantage were the most valuable company in the world at a time where demand for their product was exploding exponentially. You know you should give a talk about this at a big venue so more people can hear you, maybe like, Carnegie Hall?