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That’s no way to run a business. Customers have memories and why piss off your customers? That would just give them incentive and purpose to warm up to our competitors…..whether our product is superior, or not. Horrible idea.
Apparently after having a hard time digesting the 50 basis point rate cut this afternoon, once digested the market now likes the flavor of it. Premarket currently shows an opening of 250 points higher for tomorrow. Let’s hope it maintains that until the opening bell tomorrow
Kudos Jetmek. Conservative investing becomes more relevant as we grow older. Young guys can be very aggressive in their investing style…..they have years to make up for poor decisions. I just hope to live 20 more years😳. I find it difficult to appreciate posters that brag about their success such as some here do. Everyone’s needs are different.
The rate cut is being discussed in great detail on CNBC with Powell at the podium. He’s damned if he does and damned if he doesn’t. A lot of statisticians think that cuts should have started months ago. Some here think this is motivated by an upcoming election. It’s hard to believe that when so many families are facing severe hardship as they have run out of cash and are utilizing credit cards to sustain themselves. Current credit rates on cards run between 23-29% on unpaid balances. Defaults will unfortunately be rampant. Banks will suffer and even with rate cuts, getting credit will be restrained.
Companies that are trying to sustain and grow require financing (including NVDA). Based on poor government decisions inflation has caused prices to rise by over 20% on average. At the same time new loan costs have risen over 100%. As such, I believe we will see another cumulative 100 basis point reduction before the end of this year. This, in and of itself, will help the markets grow (IMO). There are those that will say it is artificially propping up the economy. I say our economy is doing ok, despite bad policies from the Biden administrations best efforts in “build back better”.
You are correct. Their business is very sticky. Who would want to put in non-Nvidia components and risk poor performance, or interruptions due to compatibility possibilities? Jensen has played this just right. It’s not GPU’s, CPUs, accelerators and memory chips….it’s a proven, reliable 17 year old software, optimized for proven results. Jensen has built a brilliant ecosystem and owns 80% plus of the market.
While this is what every CEO hopes for in their engineering, production, sales and marketing efforts, the people on the outside looking in want their elected officials to help topple the wall.
Good post Dallas. Blackwell is certainly a game changer in a game where Jensen is already the King. Their 12 year head start just got advanced by many more years.
Jensen is selling 120,000 per month. He owns so many shares that this is a non-issue when you own 3.9% of the outstanding shares.. Of course the naysayers are all over this. Shows their true agendas. It is surprising that they think this is significant. When you’re the world leader in the new Industrial Revolution, it’s hard to find fault. Therefore the CEO selling less than 1% of his position is what they glue themselves on.
Sorry to see you go. Enjoyed and learned from your posts. GLTY
Great interview with Jensen. Loved wherein he talked about the customers getting emotional over the need/desire to get NVDA’s offerings and the great responsibility that NVDA is under in getting products to EVERY AI company. Yes, they’re working with every company involved with AI.
That being said, name any other manufacturer that has this much market penetration, they don’t exist.
Yes, there are many posters here who try to dissuade investors with constant battering of doom and gloom. There are other narcissistic posters who tell you AI is out of context and has lost momentum. Therefore they’re playing the trading game and claim they are making great money. Good for them but that tells me they no longer have a core position.
Then there are some (including me) that stay long. Are we missing out on making money through “volatile times” yes. But I’ll take $million plus profits over thousands. That being said, I’m not criticizing them, they might need the immediate cash flow.
No, I haven’t seen it yet. I am amazed that with every exposure Jensen gets the price moves upward. He’s truly amazing. I’ll look for it and listen to it. Thanks for alerting me to it. Been quite busy lately and I’m retired.
My alias? You must be delusional. GLTY. On ignore
Have you ever had a positive post? I just looked at some of your history…..nary a positive post. I have to be a bit inquisitive…..why dabble in stocks if you own nothing, apparently don’t like any stock, and respond insultingly to other posters?
Onward and upward with AMD. Future looks very bright as they start chiseling away in their quest to be a larger player in AI.
Jensen saves the day everyday. His engineering, vision, ability to inform the market sets him apart from everyone. He makes an excellent company even more appealing.
The latest post I’m seeing on AMD is dated 9/4/24. What’s going on with the message board.
Congratulations
Why would you want other’s opinions when it’s your shares/money? The bears will tell you to sell and hide underneath the bed. The bulls would say buy more
Sorry for the double post. Posting on IPhone gets me doubles at times
Ian he’s not worth the effort. He’ll probably respond with his logic to support his point and finish with a guys like you don’t know crapola statement.
Great video. Thank you for your contributions
No but there’s plenty to see in the new investor relation packet. Please review. It’s worth it
I like it when AI is a differentiator in a company’s performance. Speaks well for NVDA’s efforts with their customers.
Broadcom had a beat in numbers and is also getting punished. Be interesting to see what the CC brings.
Gives us a great reason to stay alive.😁. I think it’s time for Dr Mo to put out another letter to the shareholders. The horrible incident of predicting profitability and missing by so much was a major black eye. Then mutually agreeing to depart with a major member of his staff raises doubts.
The fact that costs have come down a bit is great but obviously they are still spending “mining money” to increase sales/market share. Couple that with the fact that PR’s have been lacking creates a need for knowledge about the success, or lack of, with their efforts.
We have a great location next to the up and comers in space flight and I’m sure they’re seeing some great opportunities. That being said, based on the last 10Q, a little reassurance at the appropriate time, would serve them well. JMO
Just another money grab. So glad I sold my business 9 years ago.
In six months to a year they’ll be telling the boss that they’re now over four trillion market cap.
I think it’s best that we ignore each other. Our philosophies are diametrically opposed. GLTY
lol. I have plenty of guts. Combat Infantry veteran, Vietnam, 1967, 9th Infantry Division. Purple Heart and two clusters. Not responding to your post was an oversight but it was a definite response. You got the gist of it obviously. I am trying to figure out why you got out in April when the split was happening in June. You must have reasoned that it was going to drop a lot before the split?
You predict that a huge drop, market correction is imminent. You say the Fed won’t have any lifelines to support the economy from collapsing. (FUD?). Your memory must have forgotten four and a half years ago when Trump, under advice from the CDC and Fauci, all but shut the economy down in an effort to combat COVID 19. The Federal reserve, the very next day after the market had lost thousands of points, dropped the rates to zero and the market roared back and has been on a bull run ever since.
I apologize if you felt insulted by my pointing out that you certainly appear to support the naysayers and chastise the longs for ignoring them. Guys like me? “Another internet tough guy, nervously hiding behind my keyboard.” That’s very telling and provocative. Maybe someday we’ll meet and have a clearer understanding of each other.
I am a long. Long for 9 years now, in fact. It’s not that I don’t want to hear opposing views. If they have merit (and that’s strictly my opinion) they are considered. There are now quite a few on this board that are making chicken little envious however. When every post is extremely negative one has to wonder why they’re even dabbling in stocks.
If I became disillusioned with NVDA I would sell my positions, wish the board well and invest in other venues. That’s not what I see going on here though. There are posters who are just trying to create fear……day in and day out.
While you post that you enjoy and learn from reading their banter, I don’t. Am I hiding my head in the sand? Maybe so. But the aggravation lessens when I don’t have to suffer fools.
As a long I have never tried to influence any other board member with my beliefs. I try to point out why NVDA is attractive to my portfolio. Jetmek is right. You do play both sides, or you used to. I think that your Pom poms swirl higher lately when defending the naysayers and that’s fine. I hope you will be very successful in your endeavors. You’re absolutely correct. You’re not here to win a personality contest and you’re certainly succeeding.
Great read. Thank you
I know. I used to enjoy the board. There are a few that I still want to read (including you) but I also have many on ignore. Their purposes aren’t even hidden. How crappy must one’s life be when every post is doom and gloom? Then we have others who chastise the ignoring because we won’t see both sides. Bullshit. We know the drawbacks of investing. Luckily with NVDA, there’s more upside (a lot more) than downside. Just wonder if they’re pissed that they didn’t go long years ago? GLTY
Their CFO is brilliant. She’s not supposed to be a sales person. Jensen handles that feature.
Excellent. Thanks again OleBlue. People need to view this.
Sorry Ian. I just reread the post from Oleblue. She did not say it was a $2 billion billable effort. Mea culpa
As she stated in that article, they are now doing a lot of work in getting their customers up and running on the AI purchases that they have bought from NVDA. As such there are many employees needed for programming NVDA hardware/software for their customers. I believe she said this was morphing into a $2 billion billable undertaking
Am I in the group that this stock can only go up? lol. I’m not an idiot even though you must think my postings are too positive for NVDA as you see it. NVDA has made many people very wealthy over the last few years.. Jensen Huang is a perfect CEO with an amazing company. His foresight, commitment to it and building an ecosystem that will be so hard to penetrate was brilliant. Will it go on forever? No. Will it go on for two more years? I believe so. As such, what do I care if it drops 15%? Past history tells us that it will rebound higher.
While many are dubious that NVDA will fall because there next few quarters will only show mid-70s In gross profit percentage. My challenge to the doubters….show me another company that will have these profits that do over $100 billion in revenues. There aren’t any. Show me another company that commands 80-90% of their available market. There aren’t any. I guess I just confirmed your point. I am long NVDA and want to see it continue to escalate. No aploplgies.
And another one bites the dust. Lmao
I agree. Unfortunately you and I have been saying this for the third year now. Some day (decade) we will be proven right.
“Pie in the sky longs”? Wow. I don’t see any pie in the sky longs here. I do see a lot that make predictions that oft times fall short. But there are a core of longs here that post relevant, useful and informative posts.
The fundamentals of NVDA have never been stronger. They had a triple beat on last earnings report and are getting punished temporarily because some analysts were Pie in the sky analysts whose whisper numbers were unrealistic.
I’m glad you made money. GLTY