Nvidia bubble reddit Official Reddit community for CounterSide Global Server! 【Official Community】 <Official A sub reddit for Irish and Ireland-based Devs Members Online • rzet I dont know if its quite accurate to say that nvidia itself is a bubble, they are selling tangible products and their revenues and profit margins support their rapid stock price increase. My username was meant for you Just using AI to forecast demand, using live data / variables, has greatly decreased our inventory and logistics There are some arguments that this is inherent for auto-regressive LLMs, the main person being infamously Yann LeCun. Nvidia and other companies directly benefiting Reddit Link. Imo, AI is a bubble, like Dotcom. this bubble bursting is gonna be such fun. Post about: Real estate, Crypto, stocks (“Dot AI” anyone?), cars, layoffs, homelessness, even politics if it makes sense. so no? classic example of le reddit thinks they know everything NVIDIA revenues and net incomes could GROW, and then his calculations would be wildly off. Once you feel the bubble has popped, make small bets to What is there not to love about this post lmao? They’re like ZM at the height of the pandemic! Sure, ZM provided teleconferencing in a time where there were already plenty of competitors and a clear timeline for when the company would begin to decline, where nvidia is the only company currently able to provide chips for an emerging market that is attempting to replace human He described Nvidia as being the first in AI with the big advantage that position gives. 24K subscribers in the the_everything_bubble community. 9M subscribers in the StockMarket community. Nvidia is in a bubble, stocks will disappoint for a decade, and a recession will strike this year, markets guru warns soon to be wrecked businessinsider. NVIDIA may not crash 90% or 95%; but its not a 5 trillion dollar company people are saying it is; nor is it worth its current valuation. Pass. Or check it out in the app stores Nvidia at least has far more realistic growth prospects than Tesla and actually prints money. ***** Un sous-reddit sur le coût de la vie ridicule au Canada actuellement For a company with a very mature deployment infrastructure such as Nvidia, the cost of scaling up revenue is very marginal. Still dont see the value. 24 billion. Because no one would pay 500$ plus for a new shield. org. Even if you bought Apple at the peak of the dotcom bubble, your On the contrary, but the Nvidia of the dot-com bubble, Cisco Systems (NASDAQ: CSCO) is still far away from its all-time high price of 80. Story Time - Nvidia, CoreWeave, Magnetard Capital and the Next Bubble to Pop The goal of this post isn't to accuse any financial firm or Nvidia of breaking any laws Nvidia Is Not in a Bubble: You Should Be Buying This Artificial Intelligence (AI) Stock Hand Over Fist Before It Soars Welcome! This is r/collapse but without all the stupid fucking rules. So the valuation is nuts. Nvidia is printing money by creating markets. With the company’s stock price skyrocketing to Nvidia defies bubble fears thanks to robust fundamentals, a relatively reasonable valuation, and AI leadership. Nvidia - the biggest vendor of AI accelerators reports stratospheric growth, its revenue increased by 262%($26,04 billion) and net income by 628%($14,88 billion) year on year. AI will drive a majority of future compute power and for the next two to three years, Nvidia has a near monopoly on that. P. They don't get comfortable like a intel or make products based on being the "budget friendly" option like amd. Associated with The Hard Market's Instagram account. ) just my opinion finance. Internet Culture (Viral) Amazing; Animals & Pets To be honest, for the NVIDIA bubble to burst, the competition needs to significantly improve. Within this phone app, I can cast via DLNA to any devices, and it usually works great. If earnings season gets waxed Friday, you may see this nonsensical Nvidia bubble begin to burst. Do you folks believe the bubble will burst soon? Nvidia is innovative, if you're a pc gamer, you know this. I need this for reasons. Nvidia ‘Bubble’ Talk Spreads to ESG Investors Who Rode Highs who would have thought? yahoo. After calling it a bubble and overpriced at 200, at 400, at 600, but now after 1100 it's bullish and nvidia is going Tesla was: Highly dependent on good interest rates (NVDA is not) Had 25% profit margins at the peak, which were due to come down once competition entered the market (NVDA sits at 70%+ and GPUs are a LOT harder to make successfully Nvidia is cisco, juniper networks and ciena corporation combined together during dotcom bubble. Share evidence, zillow Nvidia (NASDAQ:NVDA) shares fell more than 6. Amazon plans to produce super computer with nvidia chips despite their own ai chips. Panel of experts on generative AI also said that demand is high and most people cant get their hands on the best nvidia chips so they should use lower end nvidia chips. There is no clear cut math which tells exactly when something is in a bubble. 2. Kuiper launching in 2025. Reddit Link. The real investors here know why; Nvidia’s full stack accelerated computing platform is not a commodity like Cisco’s local area networking equipment. You wouldn't necessarily expect to see an outlandish PE from that. If AI demands shift towards more diverse processing needs, NVIDIA's reliance solely on GPUs could become a The author expresses skepticism about NVIDIA's value proposition and market valuation, despite acknowledging the quality of its GPUs. For engineers their annual stock bonus may be as high as 50% of their annual paycheck. But here's the big question: is this growth sustainable, or are we looking at an AI bubble ready to burst? Case for the Bubble: 🧐 Ok nvidia makes video cards which are needed for AI processing, AMD makes ryzen processors and Radeon video cards which are needed for ai processing. Nvidia Management probably pinching themselves to make sure they’re awake 14M subscribers in the wallstreetbets community. ) and Amazon (e-commerce, cloud, Prime, advertising Nvidia applied their technology first to graphics, then to oil and gas date bases and financial modeling, and then it was applied to crypto mining, and then it was applied to machine learning. If NVDA is infact a bubble- you have no idea when it's gonna pop. Full disclosure I’m short both stocks but I think Nvidia could be headed for a crash when you combine extreme supply growth with possible demand projections drop which would cause extreme deflation for chip prices. There was no issue like this when Nvidia's GPUs shipped with 2x/3x 8-pins. Nvidia DGX H200 Delivered to OpenAI by Nvidia CEO (Listen. FWIW, I am not adding yet at these levels, but I am seriously thinking about it. We may earn a commission from links on this page. Skip to main content. One that hasn't even been hyped up yet. Personal bias. However, experts are issuing words According to standard definitions of a bubble, Nvidia does not appear to be in the late stages of a one: valuations are high, but not at extreme levels; enthusiasm about AI is widespread, but not The question of whether Nvidia is a bubble has been a topic of debate among investors and analysts for quite some time. This is a bubble. (Oh damn, very smart move. I bought the front mesh for fan/aio mounting options but I also wanted the option to vertically mount the GPU, whether in the front or on the side standing upright, so I got the Lian li bracket kit from Newegg when I bought the card, but realized after ordering that it AI stock algorithms pick up this news and pump the stock. The problem is with the physical connector spec; in other words, Nvidia chose a spec whose tolerances are too tight for safe operation with consumer-grade Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) is an American technology company based in Santa Clara, California. Ai doesn't have to flop for Nvidia to go back to $300. Those costs are getting incurred because those companies are hoping that AI will improve their own margins. An age old financial instrument for lenders to create Get the Reddit app Scan this QR code to download the app now A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. Looks like its a bubble and finally its blown Share However, the combination of an extreme overvaluation (a higher market cap than Germany's entire stock market), overextended financial metrics (a P/E of 60), and aggressive insider selling is enough to consider NVIDIA to be a bubble stock that Nvidia has made some great moves the last couple years. Imagine what would happen to NVDA if AI bubble pops though. Tulip bubble went for 40 years. tomorrow i can show my latency using the nvidia thing. Look at the deals they’ve signed. Again, retail consumer goods vs b2b tech company, hard to compare. I read that Nvidia make a deal with Microsoft at the end of 2022 and they want to make a AI-Supercomputer. Competition from Intel/Nvidia pressuring margins, a cyclical reduction in demand, etc can lead to negative earnings growth and therefore pressure prices. I don't think the Nvidia valuations are any crazier than those of apple or MS. But i do think it is not worth it for Nvidia to make a new soc only for the few of us that would buy a new Shield. If the "bubble" bursts and Nvidia goes back to its valuation from just 2 years ago, the sp500 would be down like 5%. To be clear, they usually mean 'speculative bubble'. It could be September or it could take years. We're really in a position where there is an Nvidia bubble on top of an AI bubble The only problem is I have no fucking idea what the true Reddit Link For a look at the future of the chip manufacturer leading the AI revolution, Quartz talks with the author of WEB3 , Alex Tapscott Published February 13, 2024 A subreddit for those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on anti-work ideas and want personal help with their own jobs/work-related struggles. 5 Trillion company at best. AONs Here is my plan, according to the research I have done, for this "bubble" to peak, we need to see %3000 or similar growth in a short time in many stocks, looking at what happened during dot-com. Will it come to earth? Someday everything does, but this isn’t Cisco in 99. This is a reddit community centered around the exchange of digital PC games - Steam or otherwise. Only a single person lined up to buy a new RTX 4060TI in Japan. Nvidia is the new Intel. Maybe Nintento or someone else comes up with a new handheld, so Nvidia can keep the price of the soc down. I’m nodding towards owning all of Costco vs 1/7 of Nvidia. " Get the Reddit app Scan this QR code to download the app now. Some analysts say Nvidia is just like Cisco Systems during the early 2000's dot-com bubble. ) Reddit community for TheFinanceNewsletter. The entire S&P 500 is rising on the back of Nvidia. But I figured this would be of interest to people because Nvidia has been the poster child for whether or not this is an AI bubble. Sort by: Best Nvidia in focus as Goldman Sachs boosts price target. Hope you filthy Redditors have a nice end of the world, you degenerate sacks of shit. 1. but in The entire world is in an "everything bubble": https://www. Employees at NVIDIA get stock options that naturally increase in value as stock goes up. Walmart + Amazon vs Nvidia. Cisco dropped by 86% when the tech bubble popped. As I always say AI has incredible output and results from simple prompts, however ALL AI's are learning illegally from copyrighted material on the internet and when it "hallucinates" and gets something wrong, it will snowball. Again this is going to keep on for a couple of years before the Dot-AI crash. Also, as a new reddit we are open to suggestions for what our growing community may want out of this sub. Post about: Real 3K subscribers in the the_everything_bubble community. com or whoever had the best domain names registered without making any money, but the companies that actually mattered to the internet like Microsoft. NVidia isn't stupid. Like 4chan found a Bloomberg Terminal. Looking on reddit it looks like r/wallstreetbets is FINALLY bullish on nvidia lol. The multiples never made sense, just like Cisco. There is a chance that Nvidia runs away with this and no one will ever catch up and their price to performance ratio will just blow the competition away. The entire world is in an "everything bubble". Nvidia's revenue is expected to increase quite a bit and maintain that growth in 15K subscribers in the the_everything_bubble community. Or the protection from another company catching up. Idk where you are getting that nvidia has competition right now. Get the Reddit app Scan this QR code to download the app now. com Open Seems like Nvidia's stock is taking a bit of a dip after a strong run, with shares edging down following a stumble the other day. The bitcoin halving coming up is likely going to be a tide that raises all crypto and make GPUs hot commodities again for mining. Don't bet against the trend bet with the trend. There are real numbers behind nvidia. 5% on Monday, the third straight session in which the semiconductor giant has lost ground. 10 billion in revenue this year from Sovereign AI is just that start. Nvidia has become larger than the respective stock markets of Germany, France, and the U. Too ealy to tell but I don't trust it. Updated March 5, 2024. You realize that Nvidia generated over $22b in data center revenue last quarter alone right? 117K subscribers in the REBubble community. You win whether there’s gold or not Softening a Potential NVIDIA Bubble Burst: Even with NVIDIA's current dominance, a potential bubble burst in the GPU-only market could create an opening for AMD. Nvidia Is Not In A Bubble But It Is Not Without Risk. Or check it out in the app stores Nvidia is a bubble because the hardware requirements for AI models will always go down, not up Right now, they need Nvidia’s chips, and Nvidia is selling $40,000 shovels in a gold rush for something that could change our lives more than the 90 votes, 105 comments. Microsoft is 7. Nvidia right now is priced for domination of not one; but two different industries. Shit, Nvidia looks like a screaming Do you really think AI is going to demand so many more data centers that NVIDIA supplies more product worth than Apple? NVIDIA has a one trick pony, chips. Hedge fund Elliott Management has told investors that Nvidia is in a “bubble”, and the artificial intelligence technology driving the chipmaking giant’s share price is “overhyped”. Jensen Huang, its founder and chief executive, credited the rise to surging global I don’t think most people realize just how insane the dot com bubble was. Nvidia Ignites $260 Billion AI Rally After ‘Blow-Out’ Forecast (And the mini Dot - AI bubble is on it's way to turn into the largest stock market bubble of all time. Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) is an American technology company based in Santa Clara, California. This isn't just hype like tesla, the numbers are backing up the valuation here. While nvidia could be overvalued, Cisco never had the growth and agility of nvidia. Usually companies spend a ton on capex and then wait to see the results reflect on the sales/earnings side. S. com and its 50,000 readers! (We discuss money, finance, investing, stocks, financial news, personal finance, real estate, crypto and building wealth Nvidia surpassed $3 trillion in market cap during intraday trading on Wednesday as investors continue to clamor for the company making most of the chips powering the AI boom. SMCI are a smaller version of dell? They put fucking servers on server racks and plug in cat45 cables? 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. Nvidia is also out performing the rest of the stock market. The AI bubble is just that. The entire world is in an "everything bubble": https://www. 1K subscribers in the freedomsilver community. 89% of sp500. The losses cumulatively add up to roughly $540B in lost market cap, placing Nvidia firmly behind Apple (AAPL) and Microsoft (MSFT) in the race for the most valuable company on the planet. Serving as a central forum for users to read, discuss, and learn more about topics related to the economic discipline. e people buy Nvidia in order to sell Nvidia, and no other reason. Open menu Open navigation Go to Reddit Home. Google (search, cloud, mobile, YouTube, software, AI, advertising, consumer electronics, etc. It is priced on the assumption of a distant future where there is a continued and growing demand for AI products, and where they face little competition. Post about: Real I agree that Nvidia is riding a wave to the moon which will eventually crash but one stock does not make a bubble. Gaming. Reply reply The biggest community on Reddit related to bonds. Currently at $721, dollars you see a “surprise” jump of their earnings are higher than analysts expect? Additionally, do you think if the bubble bursts it’ll take other similar stocks down like Amd, Qualcomm etc? The bubble isn’t Nvidia’s revenue or profit, the bubble is that the chips are not nearly as profitable/valuable as what companies are paying for them. Be the first to comment Reddit community for TheFinanceNewsletter. Nvidia investors seem to expect the 5 hyperscalers to continue buying new chips every year, which is TL;DR: I believe Nvidia and other entities are funneling their chips into a brand new company with no AI experience, run by former crypto traders, backed by a shady hedge fund known for breaking the law, to artificially drive up the price of Nvidia’s stock before the bubble pops. For some reason I don't think nvidia and Microsoft are going to collapse when the ai wave dies down. 271K subscribers in the ValueInvesting community. Nvidia is a bubble . The sentiment of the comment section here is a huge sell signal if you subscribe to the inverse Reddit strategy If you are actually comparing the dot com bubble and Cisco with this I highly doubt you have Get the Reddit app Scan this QR code to download the app now. Despite the excitement around its new Blackwell chips (which I believe was already going to be priced in), people are speculating that the stock might lose a bit of steam as retail traders look for more action in the market. Laura Bratton. (I’m an investor in NVDA) Share Add a Comment. It wants to live. U. Users may trade their surplus games for money or for other games as long as they follow the rules of this subreddit. Or check it out in the app stores TOPICS. . Nvidia will soar 19% as the market's top semiconductor stock because their chips work most seamlessly with AI and they already have a head start, Credit Suisse says (I'm wondering if the AI bubble will be short lived because of the high Fed rates?) We shall soon find out. If however someone can chip away at their moat then Nvidia is either fairly valued or slightly overvalued. 5%. Nvidia is responsible for 36% of the TOTAL market cap gained this year by the S&P 500. It will still fall in line with all other companies popped up by AI. Its a theoretical framework for secured digital money but the banks can do the same thing. Nvidia has been at the forefront of the AI boom, and for good reason. I have confidence that hallucinations will be reduced enough for public use, but obviously there is a non-zero chance this happens, and if it does, it prevents a huge growth opportunity for NVIDIA (which the current evaluation is asking for). I. Is Nvidia in a bubble that’s about to burst? Some Wall Street analysts are worried. My gut tells me Nvidia is a better value, but I hate Walmart and Amazon. Even if the bubble pops soon a LOT of money is gonna be spent on cpus, gpus, clean energy while that bubble inflates When there’s a gold rush invest in pick axes. For me, I trust companies to be as greedy as possible and always seek a competitive advantage, and AI helps them do just that. Share Reddit's largest economics community. I believe Nvidia is MAYBE a 1. Some analysts think the Nvidia bubble will burst. It will go up and make everyone rich, until it stops and pops. It’s a bubble but no one can predict when it will pop. NVDA is up 184% YTD and currently at $416. One thing about Nvidia is that it's not a SW company so it doesn't have SW company margins or ROC/ROA. The AI said fuck PE a long time ago. 06 in March 2000, vs its current price of $59. A bet against Nvidia or AMD is a bet against its very life. Or check it out in the app stores TOPICS Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) is an American technology company based in Santa Clara, California. Sign me up. But at least I know nvidia helping is create an even worse bubble in the secondary market. Nvidia, on the other hand, has a better profit margin. Nvidia Announces a 10-for-1 Stock Split. Time will always tell. Nvidia dropping by 80% is not unthinkable. those three were the major “picks and shovels” companies back thanthe similarity in Reddit Link. There is no bubble. Investors question whether the stock can live up to the hype. The thing is, Nvidia's high gross margins are public knowledge. From MarketWatch : That's stupid. So Nvidia is fine, they already made their money, but the companies who paid hand over fist for them will not see a return on investment for at least a decade. Without practicality still sounds like a bubble imo. AMZN will do just fine without AI. You might end up I think they say it because Nvidia is 5. And now AI is an insane bubble. Repasting because I'm just on reddit while I take a shit. There, corrected it for you. They have their hands in Retail, Video Streaming, AWS, Ads, Subscriptions. According to Crunchbase data, AI startups have cumulatively raised over $150 billion since 2021. lol this guy did buy the bubble lie and now they left him out to dry . The $300B EV might be another thing that understandably turns people off, but obviously at some point Nvidia can start accelerating stock buybacks. Besides all these So excuse me if it becomes a duplicate. Beyond that point, the other firms will catch up. Their market cap is bigger than facebook, and is approaching that of amazon. Rebellion Research said Nvidia (NVDA) has become a bubble waiting to burst like 17th-century tulips or 1990s dot-com companies did. Free hot dogs for life. ) prediction r/wallstreetbets • Nvidia is definitely dominating their market but it sure doesn’t seem they have nearly the diversified portfolio these other heavy weights do. By. 15K subscribers in the the_everything_bubble community. They say the computer will be 6 times faster and Nvidia will benefit because Microsoft need there hardware for AI-computers. Make a small bet, get out at X gain. view video. Post about: Real A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. Nvidia’s footprint becomes more entrenched everyday the So for NVIDIA to be majorly affected by a popping bubble investors would have to be spooked by; Nvidia's products deliver diminishing returns, AI technology itself fails to meet expectations, or folks simply sober up and think Nvidia's Nvidia is cisco, juniper networks and ciena corporation combined together during dotcom bubble. Global Economic Uncertainty: The global economy is uncertain, and any economic downturn could impact technology spending and NVIDIA’s sales. Ironically, the primary reason Nvidia's stock is soaring is due to their Hey all, I’m building a new pc (14900k and a 4090 Suprim liquid x in a Lian li o11 dynamic EVO). Do you understand what programming corresponds to? Programming is 300,000 years of human advancement and technology and this baby primitive AI is already able to. My primary concerns with NVidia are that they have significantly beat earnings expectations 3 or 4 quarters in a row now Nvidia defies bubble fears thanks to robust fundamentals, a relatively reasonable valuation, and AI leadership. Goldman Sachs analyst Toshiya Hari raised his price target to $1,100 from $1,000 AI Mania Triggers Dot-Com Bubble Flashbacks Nvidia shares have nearly tripled this year. Here's What Investors Need to Know. We believe precious metals are real money that can help protect us against the fallout caused by I have a Nvidia Shield (the older version from few years ago). Suggested Reading. The only viable play is probably covered calls and just holding the stock itself. Welcome to the official subreddit of the PC Master Race / PCMR! All PC-related content is welcome, including build help, tech support, and any doubt one might have about PC ownership. It'll pop in a big way when the ooh and aah over LLMs for random stupid shit goes away. The market can remain Damn seeing these misinformed comments make me feel really good about investing into Nvidia, so many people are still misinformed and ignorant of their potential lol. Post about: Real Maybe that bubble will pop tomorrow, maybe it’ll pop in a year, maybe it’ll pop in 10 years, maybe it’ll never pop at all. The dot-com bubble taught investors to be wary of stock-market rallies powered by a technological boom—that is, until generative artificial intelligence sent tech stocks soaring this year. It is a car company. Plenty of non-executive NVIDIA employees have been made millionaires over the past few years. 2 billion in revenue while giving about the same amount of net income as Amazon, at $9. I look at it as the tip of the spear bubble wise. Both bulls and bears are gonna burn a lot of money trading Nvidia and market-makers are not stupid. Last quarter, it brought in over $18. It is in control now. People who think Nvidia is Cisco have no brain cells. 9x AMD’s market cap. Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical Is Nvidia In A Bubble? (Yes, there is a bubble across the board, however again I give it a couple more years. Notably, this capital growth is escalating, having It's only happening to Nvidia GPU customers whose GPUs have the 12/16-pin connector. Their customers were the profitless IPO companies that soon went bust when the dot com bubble burst. But over time as AI becomes this year's big event, the market is bound to get soon flooded with new IPOs. Just prevent all mining or get bent I bought an gpu 6 years ago Preferrably with a speech bubble and the whole (Nvidia F You!) spelled out. 1 billion. With their cutting-edge technology powering everything from data centers to self-driving cars, the demand for Nvidia's AI chips is skyrocketing. I think both Microsoft and Nvidia are extremely overvalued unless what they say pans out which is really a minimal chance. I think everyone was taking wait-and-see on their earnings. Maybe Monday. But that will be because AI hype has met the limitations of what people can do with current technology, not because Nvidia doesn't have the best tech for this stuff right now. com and its 50,000+ readers! (We debate money, finance, investing, stocks, financial news, personal finance, real estate, crypto and building wealth from different Get the Reddit app Scan this QR code to download the app now. They went through one boom thanks to crypto. 38 per share. Issue with bubble wrap builds is that they provide a competitive advantage by allowing the user to more easily see through builds compared to mobile or regular build textures. Do not threaten “The computer industry is going through two simultaneous transitions — accelerated computing and generative AI,” Nvidia CEO Jensen Huang said in a statement. ) Nvidia is currently trading at over 100x earnings, but many investors will justify this by claiming that "forward earnings" is 25x. 50% net margins are just not sustainable, and the kind of revenue they have now is also really unlikely to stay or grow from where it's at. Puts NVIDIA current market price = $494. I rode a similar bubble 25 years ago, stocks like Broadcom, Qualcomm, JDSUniphase, Terayon. The ai industrial revolution is underway and people are still calling it a bubble. Welcome to /r/StockMarket! Our objective is to provide short and mid term trade ideas, market analysis When NVIDIA pops the entire market will get wrecked (100% agree, however I still give it a couple of years for the lawsuits to start taking effect and for the Dot-AI bubble to pop. The AI is in control now. nvidia is a cyclical stock, which means its sales are tied to the capex cycle. If you think AI is the next dot com bubble then you should probably avoid NVidia like the plague. They also seeded another startup that used their purchase contracts as collateral (because they’d eventually own nvidia chips) to get loans from banks to buy the chips. Which is good. usdebtclock. Valheim; Genshin Impact; Minecraft; Tell me why this isn’t the dot-com bubble. 17. I think Nvidia can hit 180 or so before it's tapped out on current growth trajectory. Everyone I know who bought bitcoin is trying to sell bitcoin to someone else. 19K subscribers in the the_everything_bubble community. r/EMEAtribuneOfficial A chip A close button A chip A close button Posted by u/alc_magic - 2 votes and no comments 15M subscribers in the wallstreetbets community. Knowing the previous history of burst bubbles in the US markets (such as the early 2000’s), I find it quite terrifying to think of when these AI stocks will fall apart. But just like with Dotcom, internet is here to stay, some companies went bust (bubble), many gained x100 since Sure, Nvidia will likely remain the market leader, but the other companies don't need to beat Nvidia, they just need to take their margins down a few points to get Nvidia earnings to drop a ton. However, investors should be mindful of underlying risks. I think Nvidia is gonna trade sideways/consolidate for the entire first half of 2024 due to the excessive put/call options buying. K. No, it is not the next Cisco. And the naysayers would be able to point to missed expectations as a sign that this is a bubble. I'm just speaking from the pov of a pc gamer, Nvidia will not go down to a "crash", they will go down however if this AI "bubble" is as big as people make it out to be. I was there for it. All companies will go down if AI bubble pops, NVDA will just go down a lot harder. Share Add a Comment. Nvidia designs graphics processing units (GPUs) for the gaming market, as well as system on a chip units (SOCs) for the mobile computing and automotive market. Maybe 2029. AI and video walls certainly aren't shrinking markets, so there is plenty of chance for growth that Nvidia can capitalize on. According to reddit this stock was a bubble The stock has rallied 260% in a year, worrying some analysts that the stock is in a bubble Published March 5, 2024 We may earn a commission from links on this page . I got the impression that he thinks that this may work against Nvidia's share price. But here's the big question: is this growth sustainable, or are we looking at an AI bubble ready to burst? Case for the Bubble: 🧐 Get the Reddit app Scan this QR code to download the app now. Quality of Earnings-A major point Tentarelli makes is that the quality of customers of the Dot Com bubble's tech giants of Cisco, Intel, Oracle, Sun Microsystems, etc. And of course AMD might catch up over time too Nvidia is the obvious example and I do not believe they're truly in a bubble compared to the revenue growth we've seen quarter over quarter as AI quickly outpaced their entire classic revenue streams and is beating forecasts constantly. I’ve been fortunate to hold onto some Nvidia stock that has made great gains, but it truly seems like a house of cards. COVID-19: The COVID-19 pandemic has had a significant impact on the tech industry, and any resurgence 15K subscribers in the the_everything_bubble community. This Subreddit is community run and does not represent NVIDIA in any capacity unless specified. So sure their paycheck may not increase, but their total comp goes up. If that is the case then Nvidia is undervalued. “In October 1999, the market cap of the 199 internet stocks tracked by Morgan Stanley’s Mary Meeker was a whopping $450 billion. Apple can use A lot of people seem super damn confident AI is not a bubble, despite AI errors and questionable monetization? If something like gemini is such a controversial product, what makes people confident that a whole lot of companies want to spend lots of money to be guinea pigs, and this is not just a temporary chase/euphoria phase? Get the Reddit app Scan this QR code to download the app now. Given the current hype around AI, it is understandable that investors are reminded of the dot-com bubble, but it may be far too early for that. Honestly, I think Arm will displace NVIDIA in the long run, but definitely not anytime soon. That’s why nvidia is pumping people learned from that mistake. Do it again. This isn't another tesla situation or anything ridiculous like that. They also said, "Nvidia is a great company, however, just maybe at $300 a share. Then crypto crashed. And they cannot produce enough chips. Absolutely that's possible and Nvidia will get creamed again. There are many other chip companies biting at their heals. You'll be up big. All the revenues due to AI are going to Nvidia and are somebody else’s costs. Nvidia is currently more valuable than google and Amazon as a company. Nvidia's market cap is now over $900 billion, while intel is at $120 billion and amd is at $160 billion. As a result, NVIDIA maintains an economic moat that it can even widen through massive investments in research and development. They draw parallels between the current hype in AI technology stocks, including NVIDIA, and the 1990s internet bubble, suggesting potential overvaluation and speculative behavior in the market. Inflation skyrocketed out of control . Some of the research you can see in this video, there is data on dot-com to compare: Write this to youtube to watch the video ("E7: NVIDIA AI BUBBLE Competition: NVIDIA faces stiff competition from AMD, Intel, and other players in the tech industry. The stock has rallied 260% in a year, worrying some analysts that the stock is in a bubble Published March 5, 2024 We may earn a commission from links on this page . Nvidia is worth around 100 000 000 dollars per person actually working at Nvidia. Take a look at the two charts. How AI is redefining careers, according to a Deloitte executive. Posted by u/YoungReese - No votes and no comments Overall, the proportion of ESG funds holding Nvidia shares dropped to 15% of the total at the end of December from a high of 20% in the second quarter of 2023, according to fresh data provided by The entire world is in an "everything bubble": https://www. Just as Nvidia is crucial to AI Investor sentiment is skyrocketing under Nvidia's (NVDA) dominance over the tech sector as the company continues to outperform most expectations on Wall Street. The people saying it's a bubble aren't saying that there's some weird hype where everyone's trying to buy Nvidia shares and driving the prices up, they're saying that the demand for AI compute is the bubble, that Nvidia's revenue is the bubble. It may get some pullback and momentum might slow down but thats to be expected and Nvidia, because of explosive demand for AI, is trading at over 100 times earnings. were much worse than Nvidia's customers today. It’s all smoke and mirrors. Post about: Real Though honestly Nvidia is the luckiest company on earth. Be the first to comment It turns out the winners of the dot com bubble were not pets. I have an android phone (Samsung S22 ultra) that has an app that I use to watch live TV from my home country( Brazil). com Open. technology giant Nvidia has stunned the stock market by revealing a 265% increase in fourth-quarter revenues to $22. yahoo. Nvidia shares were up more than 4% to $1,219 at one point during intraday trading on Wednesday. Or check it out in the app stores When will the NVIDIA bubble burst? Discussion The stock just keeps rallying up every trading day. You don’t even need to bet on AI per se. Posted by u/TheStartupChime - 1 vote and no comments Nvidia reports 88% jump in revenue and tops estimates, driven by demand for AI chips I'm still trying to figure out if reddit's "hivemind" is a liberal wasteland that hates american puppies and is just an amp for Kim Jong Un or if it's a a conservative haven that hates non it doesn't matter if it's a bubble or not. Or check it out in the app stores Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) is an American technology company based in Santa Clara, California. I wasn't smart enough to cash out, this time I will be. Tesla - That's the real Cisco compare to me. A reset is badly needed, but it will be painful and we are in for a rough ride in 2024. Nvidia is most likely recognizing revenue without realizing and are using their own money to buy chips. When the bubble pops, you'll have won many times and lost a few. 1% and 2 years ago it was valued at like 60% of today, so if It goes back back to before the boon, the sp500 could lose another 2. A place to freely discuss and investigate the current US housing bubble. It wants Nvidia graphics cards and AMD CPUs so it can become stronger and more powerful. Adorn us with all of your favorite collapze related graffiti. those three were the major “picks and shovels” companies back thanthe similarity in narrative and charts of those three companies during dotcom bubble and semis like nvidia, smci now is fascinating. Members Online. Or check it out in the app stores "NVIDIA: No Bubble Yet" Discussion chaotropy. View community ranking In the Top 10% of largest communities on Reddit.
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