/biz/ - Business & Finance

>>57694387
>How is this not a bubble?
because this time is different

because nvidia makes, like, the AI? and amazon is a jungle?

>>57694387
Should be worth more than Apple and Microsoft too, who cares about phones and office when u can make AI chips

>>57694387
AI is going to steal the future from anyone not in the top 1%. Wall Street is fully backing this revolution because the potential profit is beyond insane.

Market Caps aren't real.

>>57694387
It is.

>>57694387
It's worth less than an apple that somebody already took a bite out of.

>>57694387
because NVIDA has a 60 billion revenue, anon
that is unprecedented

>>57694387
The market seems to be assuming that they'll keep growing like this for years for some retarded reason. This shit will not end well.

>>57694387
literally EVERYONE knows it is a bubble. they are just playing hot potato right now lmao.

nvidea made less than 20% of the money google or amazon did. but is worth more, because reasons? conclusion: epic bubble, shorting is free money

>>57694387
just short anon, then u can put some of that money on things that have longevity, like BRC20

>>57694466
kek

>>57694451

If that were teh case. XRP should be worth 589 dollars according to schizos.

>>57694387
Because earnings are bullish.

>>57694387
It is literally going to pop tomorrow just watch

>>57694401
>because this time is different
you think you sound smart lmao
there have been many "this time is different" times in history, namely industrial revolutions, the internet...etc
the top market caps today look nothing like those 20 or 50 years ago. so yes, every time it's different, and you're a retard

>>57694387
Buttcoin cannot even flip silver AHAHAHA digital gold they say.

>>57694524
AI will pump out quality statistical models and make us all filthy rich.

Just fyi, once threads start getting made specifically for a stock outside /smg/, that's mania. /biz/ population is about as low information buyers as you can imagine.

>>57694524
>because reasons?
250% revenue growth

how do I buy gold

I fucking wish I was brave enough to short this shit but I know these retards are going to financially ruin me if I try

>>57694387
What makes you think Nvidia being worth more than Amazon is weird enough to call it a bubble? Nvidia has no competition for top-shelf graphics cards, and there's nothing even close to CUDA out there. Amazon is a frontend to sell incredible volumes of literal trash vomited from chink factories.
I'm not saying we're not in a bubble. But there are plenty of other markers indicating a bubble, this is one of the few things indicating some sanity.

>>57695016
it's really easy to have crazy revenue growth when you barely make any profit at all. thats kind of the point, its all speculation at this point. maybe they can go from 5 billion to 150 or maybe not and they stall at 30 or 50 or 70 or 90, but it's certainly priced like it's a sure thing they're going to ABOVE amazon and google profit levels.

>>57694524
>>57694539
But they did beat revenue by 2 billion, anons
you cant just laugh about the market like that

>>57694387
>gold
lmao

Amazon sells Chinese garbage you can buy from 1 of 1000 different websites. Nvidia makes the hardware required to rule the world. Do you understand?

>>57694387
everything now days is a fucking bubble anon, what do u expect? just get on the fucking trend very early and you will smell the profit at the end of the tunnel, hey at least is better that having your money on dollars, that shit is going down as we are speaking according to Truflation

>John Maynard Keynes famously observed that markets can stay irrational for longer than you can stay solvent.
>By this he meant to warn investors not to bet the ranch on markets going down because of weak underlying economic or political fundamentals.
Nvidia isn’t worth its mcap, but who’s to say other than the market?

>>57694387
>gaybears when NVDA makes another ATH

>Shorting NVDA just before it goes Super Saiyan
i'd rather punch myself in the dick

>>57695197
>>57694535
>>57694516
>>57694507
PLEASE short & buy puts i love taking your money

>>57694387
>Nvidia is worth more than Amazon
Higher margins, higher growth and it's basically a monopoly in it's industry. Everything needs chips. AI needs chips. They old the ONLY patents that forces a lot of phone makers to go through them to create types of chips they have patent for. Nvidia isn't in a bubble because their entire stock value is based on the GROWTH of the company and how fast it's growing due to AI demand and them literally having zero competition so their margins are out of whack!

Amazon's margins aren't that great in most things. There are a lot of online stores/physical stores it's competing with. AWS is competing with a lot of other services, which also makes it margins lower. Twitch might be a cash burning they have to subsidize.

You use Nvidia chips more in a daily bases than Amazon.

>>57695302
What an absolute unit. Imagine if this guy went on a hardcore fasting

>>57695393
>You use Nvidia chips more in a daily bases than Amazon.
wut?
Dude, its all current demand for "data centers"

>>57694430
I'm in the top 1%! Sounds great to me!

>>57695503
Jesus that's a massive bubble. What happens when these "data centers" figure out that storing terabytes of info about consumer spending habits isn't actually worth trillions of dollars?

>>57694430
I have chainlink so j will be safe. AI smart contract automated cybernetic systems needs chainlink to function

>>57695298
But they have insane profits too. They had a 70% profit margin last quarter.

>>57695539
>consumer spending habits
You forgot those petabytes of braindead "content" being uploaded every second. Dumbing down the masses

>>57695539
>market cap is the equivalent of the value of the product they sell
retards all around.

>>57694387
>TLSA sells 2M 40k cars with a 10% margin
>NVDIA sells 2M 40k H100 chips for 80% margin
>Endless demand from the Mag 7
>No viable competition
C'mon... it's not that difficult.

>>57695641
That said, My AMZN position borders on irresponsible

>they... like, sell the shovels bro

>>57694387
do you know what a bubble is? people like you seem to be throwing this word around whenever you think something is a bit overvalued
thats not what a bubble is

>>57695503
how come they only pay 13% tax and normal people have to pay 40-50% ?

>>57694387
NVIDIA mines bitcoin which is in the top 10 and powers AI

>>57695636
That would explain why they have a PE ratio of 103.

>>57695393
>AI needs chips
That's the problem. What really is "AI" and who needs it for what purpose?

>why is he thing that the entire information world runs on pumping?
>AAAAHHHHH HOW CAN THIS BE HAPPENING TO ME?!?!?!?!?! I DON'T INDERSTAND!!!

>>57695298
Brother they are at 24B for the QUARTER

>>57695706
PE of 100 for a company with 260% growth and a 70% gross profit ratio while basically being a monopoly. Shit you are actually making me want to buy in.

>>57695733
>why is he thing that the entire information world runs on pumping?
That's a misrepresentation of what nvidia makes. They make function specific chips. The problem is that this function not well defined and is based on a speculation of what it really achieve.

>>57695747
>being a monopoly
Of what? Imaginary numbers?

>>57694387
Even if the entire market dumped 70% it would still be overvalued. All this shit is ridiculous and people are still suffering at the peak of this bubble. We are truly in for apocalyptic times. I'm unironically becoming a bunkeranon

>>57695769
$30,000 GPUs for AI

>>57695797
"AI" is not well defined.

>>57695769
Of making good AI gpus. The only real compeditor is AMD and they are years behind Nvidia tech wise. Also basically all AI software is designed around Nvidias CUDA infrastucture

>>57694993
Where’s the GME general mania? Krappa

It IS a bubble, dummy. NVDA is literally Cisco from 2000.

>>57695805
Machine learning then. Name doesn't really matter.

>>57695809
See >>57695759

>>57695824
Name is all that matters for those who don't understand anything. "Machine learning" has existed for long time.

>>57694387
Because it involves Israelis and their syndicate $- and with Israelis you can always assume
Unnatural fuckery with human systems

>>57694387
>Holds the keys to our collective future
>"It's a bubble!"
Jfc

>>57695641
>no viable competition

microsoft, apple, amd, intel google and even facebook have entered the conversation. the thing that really makes me laugh is it's not even nvda building the chips. its TSMC. like when has china cared about IP law? open 3 or 4 new factories and this bubble pops like a 10 month pregnant women.

>>57694387
Companies need AI as excuse to fire people without mentioning R word. Biden will thank them while the price is cheap.

>>57695805
for you? It's is for META, AMZN, MSFT, and GOOGL. Or anyone developing LLMs, or analyzing large amounts of data, using NPLs to filter that shit and zog you into a buying stuff, or automated content moderation, Self driving ( tsla, waymo ) etc etc.. Shits real

>>57695858
fuck you JIDF jew. Your Jewish children aren’t safe in america anymore

>>57695860
>microsoft, apple, amd, intel google and even facebook have entered the conversation
These companies are the ones buying the chips... IP law? you cant just open a semi fab... Its so grossly cost prohibitive, there's a reason TSMC makes 95% of these fucking things. INTC is working on it, but it'll take years, IF they're successful at all. INTC has only proven to be a shitco. You need to read up on how difficult it is to do this shit, and how fragile the supply chain really is

>>57695896
Tensor Processing Unit
https://en.wikipedia.org/wiki/Tensor_Processing_Unit

>>57695868
For everyone. "AI" is a marketing term. Actual implementation is developer specific. Creating better recommenders and patter recognizers has limited use. If google sucks balls and doesn't find what I need, what good is "ai"?
>Self driving ( tsla, waymo )
Will never happen. Drive assist is the top. Pure hype.
>Shits real
In your head.

"AI" is 99% hype, 1% technology.

>>57695868
Creating funny images is not worth trillions. That's a bubble by definition.

>>57695937
the real application is to predict your behaviors and even manipulate your behaviors. But no one will tell you that publicly.

i studies computer science in school and AI is changeing the world

>>57696008
You're far too young to be on a site like this

>>57694387
This is 100% fraud, Nivdia is the next Eron or Worldcom.

>>57695704
>ITS DA JOOOOOOOOOOOOOOOS

>>57694660
You're so mad you top-buying little brown pussy lmao

>>57694430
>muh language guesser is gonna kill us all

>>57695204
Amazon makes its money from aws

>>57695388
Not yet anon. Wait for Trump to get elected so they can blame team red for the rugpull. Nvidea will retrace to ~ $10 when the bullets start flying and people value food over gaming cards

>>57694387
i don't know a single person irl that cares about or uses AI

>>57694430
Truth. To take advantage of it in crypto just be in Fetch.AI, Chainlink, and Singularitynet. These will be golden this bullrun.

>>57695873
>Da joooooos are why it's a bubble

>>57695858
>Holds the keys to our collective future
Says whom?
>"It's a bubble!"
Stock market goes throw cycles, this is one of them.

>>57696490
It's funny because Israel is an ethnostate that is de-facto fascist.

>>57696207
because it's 99% hype sold to clueless companies under the spell of "missing out".

>>57694387
when should I open a big short

>>57694660
>>57696118
BTFO!
Lol

The year is 2044
>zoomies re-elect President of the United States Logan Paul for a second term
>robots have taken over 95% of the workforce
>taco bell comes makes the onions queso burrito a permanent menu item
>chainlink price: $14

Is it bad to buy NVDA at this price or do I have to wait for the next bear cycle?

>>57697627
it's always bad to buy individual stocks

>>57697627
Probably smart to just get a high yield savings account

>i-its a bubble
yes you are right, but we havent hit the top yet.

>>57697983
https://www.nytimes.com/2024/02/05/business/media/taylor-swift-ai-fake-images.html
just ask /pol/ to make more pornAI to indirectly force congress to pass the bill of restricting AI development. probably happen post election since current potus need to keep stock market near ATH right now

So should I pick some up or what?

remember they said Tesla had an impenetrable technology advantage too, right up until BYD started killing them and they lost half their market cap

Don't trust any claims of exponential growth in a company that makes things that can be copied by chinks

I’m thinking it’s probably retarded to buy at ATH and generally everything I touch turns to shit.
So I will avoid picking up a couple of shares.

>>57695809
https://github.com/vosen/ZLUDA

once bitcoin passes silver we're gonna bully gold insects so fucking much

>>57698289
This.

>>57694387
Now everybody is buying AI tokens

>>57694524
You faggots were gladly sucking elons dick when Tesla was worth more than all automakers combined. It’s still worth 2x Toyota kek

>>57694387
I'm more surprised Microsoft is worth more than Apple.

BEFORE ANYONE FORGETS
Michael Burry shorted NVDA on the second quarter of 2023
he's rekt

>>57694524
When you buy a share, your buying the sum of the companies future cash flows, investors see nvidia making bigger fatter juicier profits than GOogle or amazon in the future which have probably reached closer to saturation point in the market.

Nvidia's 80-70% GP Margin is solid, and theres no market competitor yet.

Plus Based on current earnings P/E is only like 30. Which isnt anywhere near tulip/bubble territory.

This thing will run to $1000 by June.

Normies are going to see these text-to-video AI videos and every uncle and neighbour is gunna wanna own a slice.

Is that the necrotic foot stalker at the desk out there?

>>57695913
It's generally because the data lacks context or let's say metadata. The LLM that uses the data doesn't understand what it's talking about. If the smart data problem is solved, we'll see a huge shift in AI. Currently an inconsistent hallucination mostly

>>57699249
Nvidia is going up, but it's going down first.
The market just looks at the short term, and P/E of 30 is too much in the current environment.
And also, this would be a godly time for the company to dilute and reinvest, pushing the stock down right now for an even bigger peak later on.

>>57696118
>top buying
I'm up 50% from this fall lmao

>>57695016
MUH GROWTH
IT WILL KEEP GROWING FOREVER
Lol, lmao.

>>57699249
What happens when people finish their data centres? They're not going to upgrade every year. Also - Nvidea's moat is not impenetrable.

>>57699442
Subscription Licensing.

thread of sidelined coper ropers, Nvidia $1000 end of month

>>57694387

Everyone knows it is a bubble, retard.

The problem is in timing it just right

Not a bubble, Amazon is worthless trash company profiting off the psyopping and leeching of the US postal service and sells mostly useless garbage, as a side benefit to knowledgeable people being able to order a few specific things without paying fees to other retail online
Nvidia actually has tech and room to expand, the CEO is based, it could soar and Apple literally has dick all in tech advancement, Nvidia has always been making new things that sell

>>57694430
this. Ai can get rid of so many useless wagies. >>57695706
>>57695747
pe is now 90 after last earnings and forward PE is 27. perfectly normal foward PE.

>>57694387
Everything is a bubble in hindsight

>>57699597
>Nvidia has always been making new things that sell
They have? 99% of people had never heard of them just 1 year ago.

>>57700161
>Ai can get rid of so many useless wagies.
Try getting Chatgpt to write a simple VBA script in Excel and get back to us.

>>57695328
>makes
Anon, I...

>>57694387
Whats this pattern called?

>>57696207
I used to use ChatGPT fairly often before they lobotomised it.

>>57704141
gongo up
nvidia gongo up

>>57704141
The infinite growth graph

>>57694387
We’re in another liquidity cycle. It’s up forever until the fed pulls the plug

AI you fucking retard. They are creating the tech for all the big and upcoming AI companies. Without Nvidia AI would be fucking dead. They are heavily researching better GPU technology to run AI even better with lower power cost and more efficiency per server rack.

If you didn't know by now, AI is the future and NVDIA is building the fucking bricks it's getting build on, so buy.

>>57700161
>Economy tanks
Good thinking retard

>>57694660
You bought NVDA today didn't you?

>>57694387
I bought an index fund composed of 10 percent nvidia on Wednesday. So far I made 40 dollars off of a 2k investment. Im just going to wait until one of the stocks Im watching goes down so I can liquidate and buy in

>>57704141

The one crash to end them all.

>>57694387
Amazon - drops off box of china shit for goy
Nvidia - chips changing the world business and AI.

>>57698940
>Tesla was worth more than all automakers combined
The beautiful part is, it will be again.

>>57706505
why would it, its not even the biggest EV Maker anymore

>>57706745

>>57694387
it doesnt speak for itself that nvidia actually makes PRODUCTS and very good ones and they are cutting edge, while all amazon does is fucking resell shit? its basically american aliexpress

>>57706786
are you malfunctioning?

>>57706836
Go ahead buy BYD stock, see how that works out for you.

>>57706857
what the fuck has that to do with anything
go fuck yourself, you fucking nigger

>>57695860
>like when has china cared about IP law?
Taiwan, come on man.

>>57694430
The chips act requires new onshore chip manufacturers to use nigger owned supply chains. How do you think that ends?

>>57694660
you should sell your purchases while you can monday.

>>57694387
I need to grow a sac and short them. There is so much resentment against this company, they second they faulter it will be majorly doomled

>>57694387
Dude, AI is the next INTERNET. it's going to be fucking insane. You are going to likely have a robot with an ai installed in it that you can legally RAPE.

>>57704141
AI singularity.

If you're reading this and you're holding nvidia. you will witness the deepest reddest candle you'vee
Ever seen in your life. And there's nothing you can do. It's the weekend

You are strapped in for the ride. Your sell orders will not execute in time circuit breakers will be hit you better hope

>>57698840
>no bobo
>not even a gravestone
It's not fair bros

>>57706802
>all amazon does is fucking resell shit
AWS
>its basically american aliexpress
Alibaba is the copy. They even copied AWS

>>57709118
*averages down*
now what?

>>57706363
see >>57699408

>>57694387
If you don't understand why Nvidia is bigger than Amazon now, you have no clue what AI is capable of or what's coming.

>>57694524
Bitch you can't even spell Nvidia how much did you lose with puts you fucking retard shorting the ai revolution in the second inning at the start of the Fed easing you worthless bitch

>>57699297
>and also, this would be a godly time for the company to dilute and reinvest
nigger they're sitting on unreal amounts of cash why the fuck would they do that

>>57699249
>Plus Based on current earnings P/E is only like 30. Which isnt anywhere near tulip/bubble territory.
The current price only makes sense if Nvidia not only continues to bring in its current astronomical income but actually increases its income. Competitors will eventually step in and force them to reduce their profit margin, while demand from the rest of the mag7 will cool off soon, which will cause the P/E to skyrocket. The market is absolutely delusional.

>>57695704
Because they provide jobs which pay salaries which in turn pays tax and keep society functioning