Nvidia Stock Earnings Crash

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[jakesiu]

Well, you can't blame Nvidia...people are throwing money at them. They actually have the growth and products to prove...unlike Tesla.

[craig]

bubble waiting to pop
is kindest way to put it.
cash out n
run for the door

[NuFo]

1 stock controls the entire market 🤦🏻‍♂️

[User_not_found_]

makes no sense to do stock buyback at all time highs. This will just be money pissed away - buy high, watch it devalue....when it could have gone back to shareholders or be reinvested in the business. totally dumb move.

[richardhaas]

Authorizing a buyback does not mean that you have to exercise a buyback.

[DrRussPhd]

Bulls make money, bears make money, pigs get slaughtered.

[FadiGamingRP]

Chris, the only thing I want to challenge is the notion of age being a reason why ceos would stop working. I only reason I challenge it is because my dad is 80 and still works everyday., his clients love him and he is still on top of his game

[brianmilliard]

The golden rule for amateurs venturing into the stock market. Buy low and sell high, cash out and don’t get greedy.

[KingOfMadCows]

There was nothing strange about the explanation for Blackwell production. Semiconductor production is a complex process, there are always defects and impurities in the silicone wafers. The wafers are sliced up into dies, and sometimes up to 1/4th of the dies are just scrapped because of they have too many defects. Some of the dies with defects still work and are made into lower end chips.

[luckylanno]

I hope the monopoly case doesn't go anywhere. I don't see how it's Nvidia's fault that nobody built a competitor. AMD has had OpenCL for at least a decade, but it just isn't on the same level even if their hardware is fine. INTC has only recently started to take GPUs seriously, which is ludicrous, and their software had a lot of problems last I heard.

[vietimports]

nvda could be cut in half, and then cut in half again, and still be overvalued lol. there was an analyst who said nvda is overvalued and the AI bubble bursting is going to cause a lot of destruction. people have been saying the tech sector is a bubble for like the last 10 years. they all know its a bubble, but none of them were willing to get out of it for fear of missing out

[orlandovelastegui]

The Problem with investors is that they start throwing money at Stocks when they are at their peak!!! If you know how the stock market works it goes up and then it goes down !!! For you to make money you have to buy when the stock is dirt cheap and sell before it starts go down!!! Or you can invest like me I buy thousands of stocks of Nvidia and when I think it’s coming down I sell all of it and buy another stock that’s dirt cheap and it only has one way to go and that’s up.

[NYKIKE]

This felt like market manipulation pump and dump tbh. The stock and company is still good and pivotal

[luckylanno]

It's funny, isn't this just a wealth transfer from the other megacap tech companies? It's great for NVDA, but it seems like the market should only go down, since fees and taxes are just extracting cash from these companies, but their new services aren't profitable.

[Balancedpower]

Chip manufacturing is a cyclical business. Expectations are too lofty. This was expected at some point. We are reaching that point.

[ClownMoney]

Nvidia is a meme stock.
At this point we in a meme stock market...

[AoDqqLTUv]

I like your channels and your takes but whoever understands the science and technology behind LLM and AI at large knows that this is not a bubble…

[SoundFriendly]

I find it very strange that you don't see the growth figures in the TSMC reports. NVIDIA chips are built by TSMC. So in essence one would think that the correlation in terms of market cap between TSMC and NVIDIA would be much more prevalent but it isn't. TSMC is less than 1 trillion in market cap vs over 3 trillion for NVIDIA. However, TSMC covers AMD, Apple and NVIDIA for producing the CPU/GPU. Makes me wonder though.

[grex]

Not an NVDA fanboy, but a long time observer and trader. ~ NVDA will likely hit 128+ at some point after open tomorrow. It's just what the market has been doing lately.
I wouldn't buy it to hold for more than 59, but it's nice to trade it.
Thanks for the thoughts and opinions Chris!

[JH-pero]

There is a correction coming for Nvidia, but they are generally a strong operation, so it's hard to take a sell position on them: they have a financial moat that can hold the stock prices up for a long time, so their risk now is mostly macro risk and growth pressure. If they did something like acquire Intel, it might(after a few years) end up in a place like Boeing where the rot drags down the rest of the company. But it'd take time for that to show its effects.

The interesting stuff in tech now is happening in early stage investments again: as the market lets the air out on the Mag7 stocks, they'll cede ground to small "minnows" that are attacking and disrupting a different part of the value chain. This is a circumstance as old as the tech business and gradually turns companies into IBM-style mush.

Nvidia has, for a few years, been right around the point where some kind of disruption is likely. Big companies slow down, they get worried about cannibalizing their existing profits, so they do things that are less competitive and more bureaucratic. Smaller shops can poach away the research talent simply by offering something more focused and exciting to work on, even if they can't compensate as well, and once those people go, the decay is inevitable.