Nvidia bubble reddit I need this This is a reddit community centered around the exchange of digital PC games - Steam or otherwise. com or whoever had the best domain names registered without making any money, but the companies that actually mattered to the internet like Microsoft. Or check it out in the app stores It helped me keep quite It turns out the winners of the dot com bubble were not pets. 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. No, it is not the next Cisco. It could be profitable to an unknown degree, or it could be the metaverse 2. The multiples never made sense, just like Cisco. 33 votes, 61 comments. All of their biggest clients are already working on making their own in-house 90 votes, 105 comments. The reason why nVidia is in its position right now is that algorithms DID nvidia is a cyclical stock, which means its sales are tied to the capex cycle. But the thing is, the hardware requirements for AI models are constantly decreasing and eventually we'll be able to run them without the fancy hardware as they become ever more efficient to run. It is a car company. Nvidia has been at the forefront of the AI boom, and for good reason. Nvidia (NASDAQ:NVDA) shares fell more than 6. Then crypto crashed. A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. Share Add a Comment. Which at this very point in time, is true. You’ve focused on a specific bubble theory. Jensen Huang, its founder and chief executive, credited the rise to surging global demand for accelerated computing and generative artificial intelligence. 5 Trillion company at best. Employees at NVIDIA get stock options that naturally increase in value as stock goes up. FWIW, I am not adding yet at these levels, but I am seriously thinking about it. With their cutting-edge technology powering everything from data centers to self-driving cars, the demand for Nvidia's AI chips is skyrocketing. Crypto daytrading, long-term holding Tesla - That's the real Cisco compare to me. Some think the AI chipmaker’s successes will only continue This bubble is fueled by AI hopes and dreams and zero has materialized so far. 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 internet did. Apple can use marketing and consumer lust to drive sales, NVIDIA is dealing with companies that only care about quality and margins. 1 billion. Nvidia’s footprint becomes more entrenched everyday the I just wish I was on the inside like Nancy Pelosi and cashed out on that one. Shit, Nvidia looks like a screaming buy here. ) prediction r/wallstreetbets • I don't think the Nvidia valuations are any crazier than those of apple or MS. A simple comparison between Cisco back to the 2000 tech bubble and NDVA nowadays. 5. 16K subscribers in the the_everything_bubble community. There are fucking literally tens of car manufacturers in the world that saw the boom of EVs and could easily just throw batteries into existing car frames and Nvidia doesn't have the latest or best data to train its AI models on, but specific industries do as they're in that industry. Usually companies spend a ton on capex and then wait to see the results reflect on the sales/earnings side. As a result, NVIDIA maintains an economic moat that it can even widen through massive investments in research and development. 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: 🧐 For those hoping we'd get Nvidia GPUs at some point that are reasonably priced value for money again (i. Will it come to earth? Someday everything does, but this isn’t Cisco in 99. 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. were much worse than Nvidia's customers today. ) just my opinion finance. 1080ti, 8800GTS 512, etc), it's not happening. Open menu Open navigation Go to Reddit Home. Add your thoughts and get the conversation going. And Imagine thinking NVDA's AI chips are the same bubble that Tesla's EV was. Both bulls and bears are gonna burn a lot of money trading Nvidia and market-makers are not stupid. com Open AI stock algorithms pick up this news and pump the stock. Updated March 5, 2024. Nvidia investors seem to expect the 5 hyperscalers to continue buying new chips every year, which is 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. We may earn a commission from links on this page. Cisco ended as the biggest US stock during 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. 1K subscribers in the freedomsilver community. 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? While playing Cyberpunk 2077 I noticed a smell and on inspection saw a plastic bubble. 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. You wouldn't necessarily expect to see an outlandish PE from that. S. There are five stages of a stock market bubble, and it seems like Nvidia has blown through the first three: displacement, boom, and euphoria. 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. Nvidia surpassed $3 trillion in market cap during intraday trading on Wednesday as investors continue to clamor for the Get the Reddit app Scan this QR code to download the app now. 522 subscribers in the Cryptolandia community. Indeed a lot of people are buying Nvidia without thinking When it comes to Nvidia’s huge rally to become the third-most valuable company in the world, Wall Street analysts have mixed opinions. 5% on Monday, the third straight session in which the semiconductor giant has lost ground. Nvidia right now is priced for domination of not one; but two different industries. com and its 50,000+ readers! (We debate money, finance, investing, stocks, financial news, personal finance, 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. Now, people can debate about where AI is going but I'll note that ALL fads were a thing because people believed they are happening long term. Reddit community for TheFinanceNewsletter. If AI demands shift towards more diverse processing needs, NVIDIA's reliance solely on GPUs could become a 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. Or the protection from another company catching up. NVIDIA's margins seem unsustainable in the long run. It will go up and make everyone rich, until it stops and pops. 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. Okay Nvidia is meeting some criteria to be a bubble. NVDA is up 184% YTD and currently at $416. I think Nvidia can hit 180 or so before it's tapped out on current growth trajectory. A bet against Nvidia or AMD is a bet against its very life. The AI said fuck PE a long time ago. The thing about this bubble is the big tech companies are banking on it working. But the total annual sales of these companies came to only about $21 billion. For engineers their annual stock bonus may be as high as 50% of their annual paycheck. Not all data is published free of charge, or published at all if it's a trade 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 Investor sentiment is skyrocketing under Nvidia's (NVDA) dominance over the tech sector as the company continues to outperform most expectations on Wall Street. Laura Bratton. Ya know, you would have thought at the beginning of Covid when I was waiting in a huge line to upgrade my "gamer PC" for the Covid lockdown show, ya think I would have gotten a clue to invest in Nvidia. This is the less dumb version of the metaverse unfolding in front of us. Nvidia Management probably pinching themselves to make sure they’re awake Reddit Link. If that is the case then Nvidia is undervalued. Or check it out in the app stores     Nvidia Earnings Expected To Deliver Extreme Market Volatility - (should be interesting) U. Users may trade their surplus games for money or for other games as long as they follow the rules of this subreddit. I rode a similar bubble 25 years ago, stocks like Broadcom, Qualcomm, JDSUniphase, Terayon. The real investors here know why; Nvidia’s full stack accelerated computing platform is not a commodity like Cisco’s local area networking equipment. Get the Reddit app Scan this QR code to download the app now. No comment on whether Nvidia is overvalued or not. NVIDIA current market price = $494. I genuinely hope I'm wrong, but with AI printing money (even ignoring the current FOMO bubble we're seeing) what/where is Be the first to comment Nobody's responded to this post yet. Or check it out in the app stores     TOPICS. Puts This is not an "nvidia is doomed" - they're arguably in the best spot out of any of the chip designers. Though honestly Nvidia is the luckiest company on earth. 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. They also said, "Nvidia is a great company, however, just maybe at $300 a share. Apple's state is from years of solid business. lol this guy did buy the bubble lie and now they left him out to dry . There is no bubble. The author expresses skepticism about NVIDIA's value proposition and market valuation, despite acknowledging the quality of its GPUs. Be the first to comment I look at it as the tip of the spear bubble wise. r/EMEAtribuneOfficial A chip A close button A chip A close button 14M subscribers in the wallstreetbets community. We believe precious metals are real money that can help protect us against the fallout caused by 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 their annual profits? What profits? 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. 0. yahoo. ) and Amazon (e-commerce, cloud, Prime, advertising, subscriptions, grocery, 2. I’m long on Nvidia. Amazon plans to produce super computer with nvidia chips despite their own ai chips. 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: 🧐 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. I appreciate why people think Nvidia is in a bubble: There is hype and misunderstanding about AI every where you look, and it’s compounded by ignorant reporters or thought leaders. . The card still works but the question is for how long before it gets worse. Nvidia is definitely dominating their market but it sure doesn’t seem they have nearly the diversified portfolio these other heavy weights do. 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 A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. 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. Who knows at this point, but they’ll sell a lot of shovels. Do you folks believe the bubble will burst soon? And if Nvidia hadn't pulled a hat trick with that 2. 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. Nvidia ‘Bubble’ Talk Spreads to ESG Investors Who Rode Highs who would have thought? yahoo. 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). My gut tells me Nvidia is a better value, but I hate Walmart and Amazon. I believe Nvidia is MAYBE a 1. People who think Nvidia is Cisco have no brain cells. Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) is an American technology company based in Santa Clara, California. The more data and parameters we add to an LLM, the more it generalizes and exhibits human-like intelligence. Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical 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? Is Nvidia In A Bubble? (Yes, there is a bubble across the board, however again I give it a couple more years. This is a "things can change faster than most people think" thing. I wasn't smart enough to cash out, this time I will be. 9x AMD’s market cap. technology giant Nvidia has stunned the stock market by revealing a 265% increase in fourth-quarter revenues to $22. There are many other chip companies biting at their heals. Only a single person lined up to buy a new RTX 4060TI in Japan. This is a bubble. Get app Get the Reddit app Log In Log in to Reddit. Plenty of non-executive NVIDIA employees have been made millionaires over the past few years. I dip in and out. 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. All other bubbles end in a crash but this one will just go up forever Nvidia has been at the forefront of the AI boom, and for good reason. Nvidia is cisco, juniper networks and ciena corporation combined together during dotcom bubble. So the valuation is nuts. Being in a bubble means that people buy something because they expect the price to go up in the future because it has been going up and not because of underlying business fundamentals. The $300B EV might be another thing that understandably turns people off, but obviously at some point Nvidia can start accelerating stock buybacks. Personally, I have £1 in Nvidia. That’s why nvidia is this is why as someone who owns both apple and nvidia, I don't think valuation is everything. It wants Nvidia graphics cards and AMD CPUs so it can become stronger and more powerful. In other words, Nvidia’s AI chip innovation got the As you know some people are talking about Nvidia is a bubble waiting to be burst. Big whoop. Gaming. This isn't just hype like tesla, the numbers are backing up the valuation here. so no? classic example of le reddit thinks they know everything NVIDIA revenues and net incomes could GROW, Imo, AI is a bubble, like Dotcom. If earnings season gets waxed Friday, you may see this nonsensical Nvidia bubble begin to burst. But just like with Dotcom, internet is here to stay, some companies went bust (bubble), many gained x100 since than. 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. Or check it out in the app stores When will the NVIDIA bubble burst? Discussion The stock just keeps rallying up every trading day. Currently submitting a claim Many of the high end gpu owners are in reddit either in nvidia or some sort of pc building subreddit and they will share their negative I don’t think most people realize just how insane the dot com bubble was. It wants to live. Be the Reddit community for TheFinanceNewsletter. com Open. 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. To be honest, for the NVIDIA bubble to burst, the competition needs to significantly improve. After nvidia's stock price took off, it's success garnered a lot of media attention, which motivated bandwagon investors, which leads to a bubble. The entire world is in an "everything bubble": Get the Reddit app Scan this QR code to download the app now. Skip to main content. The upbeat announcement pushed the Nvidia stock price up 14% to 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. Idk where you are getting that nvidia has competition right now. I’d prefer S&P as the main holder then when I sense something new move it into Nvidia and then back out And in answer to your actual question. Or check it out in the app stores Nvidia - the biggest vendor of AI accelerators reports stratospheric growth, its revenue increased by 262% Preferrably with a speech bubble and the whole (Nvidia F You!) spelled out. So sure their paycheck may not increase, but their total comp goes up. P. “In October 1999, the market cap of the 199 internet stocks tracked by Morgan Stanley’s Mary Meeker was a whopping $450 billion. It helps me keep track of the performance and get a feel of other stocks hinged to it. I was there for it. com and its 50,000 readers! (We discuss money, finance, investing, stocks, financial news, personal finance, We still had DotCom bubble. Nvidia's is from a fad (AI). The Best Source for CryptoCurrency News, Discussion & Analysis. Remember dot-com? It was riding the Internet, as the gurus where right -- it was THE SINGLE MOST IMPORTANT technology. It is in control now. This isn't another tesla situation or anything ridiculous like that. 271K subscribers in the ValueInvesting community. They say the computer will be 6 times faster and Nvidia will benefit because Microsoft need there hardware for AI-computers. Or check it out in the app stores     Soon, We'll See Just How Much of the Market Nvidia Can Really Carry (True that, There are some arguments that this is inherent for auto-regressive LLMs, the main person being infamously Yann LeCun. Valheim; Genshin Impact; Minecraft; Tell me why this isn’t the dot-com bubble. 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. The AI is in control now. Pass. (I’m an investor in NVDA) Share Add a Comment. Like 4chan found a Bloomberg Terminal. The biggest issue however is that even with the AI unknowns NVDA is far from the 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. An age old financial instrument for lenders to create fixed income, and for borrowers to acquire the capital they need to satisy their desires. Something being a bubble doesn't mean it's worthless. Just prevent all mining or get bent I bought an gpu 6 years ago for $250 and they still sell above $300 on ebay. 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”. 3 billion pull forward funneled through CoreWeave and missed guidance, many hedge funds and the broader market would risk having their AI bubble pop too soon. By. NVidia is doing a great product, AI is the most important thing after the Internet, but that does not mean that there is no bubble now or in the near future. However, experts are issuing The question of whether Nvidia is a bubble has been a topic of debate among investors and analysts for quite some time. 17. The entire world is in an "everything bubble": https: Get the Reddit app Scan this QR code to download the app now. 3K votes, 189 comments. LLMs are driving real productivity. Google (search, cloud, mobile, YouTube, software, AI, advertising, consumer electronics, etc. One that hasn't even been hyped up yet. The only viable play is probably covered calls and just holding the stock itself. Personal bias. e. While nvidia could be overvalued, Cisco never had the growth and agility of nvidia. 15M subscribers in the wallstreetbets community. Or maybe it’ll fizzle out. " I read that Nvidia make a deal with Microsoft at the end of 2022 and they want to make a AI-Supercomputer. And now AI is an insane bubble. There are real numbers behind nvidia. Log In / Sign Up; Advertise on Reddit; But at least I know nvidia helping is create an even worse bubble in the secondary market. 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. This Subreddit is community run and does not represent NVIDIA in any capacity unless specified. Show me any metric where AMD’s numbers multiplied by 9 look better than Nvidia. Nvidia is currently more valuable than google and Amazon as a company. Is Nvidia in a bubble that’s about to burst? Some Wall Street analysts are worried. Expand user menu Open settings menu. Rebellion Research said Nvidia (NVDA) has become a bubble waiting to burst like 17th-century tulips or 1990s dot-com companies did. 9M subscribers in the StockMarket community. One I think Nvidia is gonna trade sideways/consolidate for the entire first half of 2024 due to the excessive put/call options buying. I’ve been fortunate to hold onto some Nvidia stock that has made great gains, but it truly seems like a house of cards. 9 AMDs have slightly more cash than Nvidia, even if you subtract their debt. Do not threaten 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. If however someone can chip away at their moat then Nvidia is either fairly valued or slightly overvalued. They went through one boom thanks to crypto. 1. Or Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) Yep, nvidia is so unique. Ironically, the primary reason Nvidia's stock is soaring is due to their impressive margins, which they maintain because the competition is absolutely dogshit. Everyone is betting on Nvidia because they think that we're going to need all this fancy GPU technology to run AI. pnmvl hmotyr fbhujy zfpod lwy bggd majkxz nbgmi bhq pqglei

Nvidia bubble reddit. And now AI is an insane bubble.