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/biz/ - Business & Finance


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57993487 No.57993487 [Reply] [Original]

>everyone is calling for 1200$+ prices
>CEO thinks he is a god
>A FUCKING GRAPHICS CARD COMPANY IN THE 3rd MOST VALUABLE COMPANY IN THE WORLD

>> No.57993501

>>57993487
They have decent earnings. They're overpriced yes, but not a bad company.

I'm shorting the fuck out of SMCI which is worse and pumped ridiculously.

>> No.57993506

Americans love their graphic cards so they can keep playing stupid vidya games. Man, this is embarrassing.

>> No.57993518

>>57993487
>chudcel luddite can't comprehend the importance of computers and graphics cards

>> No.57993526

>>57993487
>control hardware and software stack for AI training and deployment
CUDA is their real secret weapon, even if Intel or AMD were able to make comparable graphics cards it wouldn't matter

>> No.57993527

>>57993506
>>57993518
PC gaming has been shrinking since the 90s.

>> No.57993539

>>57993527
>chudcel gamer thinks the world revolves around him

>> No.57993541

>>57993501

Oh yes, their earnings are something to be respected.
But it's not going to last, people really over estimate how long it's going to take for competition to arrive.

>> No.57993623
File: 309 KB, 320x180, 1aqoM5-480441845.gif [View same] [iqdb] [saucenao] [google]
57993623

>NVIDIA Fuck you!

>> No.57993645
File: 3.57 MB, 5395x3597, The Big Short dinner.jpg [View same] [iqdb] [saucenao] [google]
57993645

>>57993487
Nvidia is the next Enron or Worldcom.

>> No.57993655

>>57993645

That would make me the next Michael burry with how much NVDQ I've been buying.

>> No.57993682
File: 286 KB, 1063x993, 1649276195890.jpg [View same] [iqdb] [saucenao] [google]
57993682

>>57993645
It's not fraudulent like the other two, just hilariously overpriced, because of the AI meme.

Meanwhile, "AI" right now is nothing more than search algorithms that spit back some search results back at you and nothing even remotely resembles the human-level mechanical intelligence that we all expect when we hear AI.

Not to mention there's absolutely no economic use for the current AI besides some free image generators and ChatGPT style shit. These are toys.

>> No.57993711

>>57993487
>CEO thinks he is a god
What makes you say this? Jensen Huang seems like a genuine person to me. Rare combination of intelligence and integrity. Nvidia isn't slowing down until billions of people are dwelling in hyper-realistic virtual worlds peopled with artificially intelligent entities of all kinds. It's going to run for years.

>> No.57993750

>>57993487
bullish, the government needs many gfx cards to deepfake wwiii

>> No.57993773

>>57993487
you have to pay fees to short a stock
anything that seems "obvious" is obvious to other people as well and you'll get fucked over

>> No.57993824

>>57993541
Competition and when 99% of companies abandon AI because it isn't feasible/doesn't make sense for them.

>> No.57994214

>>57993487
Durr why ams supercomductor so spensive?
Duhhhhh I render duh movies and duh special affects with my gtx 460. I gots 50 of dem. Duhhh I swhoukld be able to wender fwames and abckwounds for my new show game of thrones with my imac. duhhhhhhh.

>> No.57995131
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57995131

>>57993487
if they knew how to read and analyze data from platforms like truflation they wouldn't be writing these bullshit threads.

>> No.57995190
File: 50 KB, 560x360, let the lie come.jpg [View same] [iqdb] [saucenao] [google]
57995190

>>57993682
You are wrong it totally fraudulent.
https://www.youtube.com/watch?v=DBT63k6FaK0
https://www.youtube.com/watch?v=Sbcr_ImI0-o

>> No.57995672

>>57993526
This. It's not for gaming, it's for AI and other massively parallel tasks.

>> No.57995692

Is there anyone in this entire biz enough helpful to help me with $1k? I badly need to pay my semester exam fees

>> No.57995706

>>57993487
P/E is better than competitors. They have an absolute moat on tooling for at least now (yeah yeah PyTorch etc have other backends but nobody wants to debug random issues).
And don't forget: Cisco (a fucking router company) became the most valuable company in the world in 2002.

>> No.57995727

>inflation so bad pajeets begging for 4 figures instead of Le Gas Fee
>about to go work 9 hours for just barely 3 figures after tax
Grim

>> No.57995755
File: 20 KB, 449x479, US-Tesla-market-cap-v-top-10_2021-10-25-.png [View same] [iqdb] [saucenao] [google]
57995755

>>57993487
>>57993623
>>57993645
Seething TeslaCels detected,

>> No.57995920

>>57993506
God forbid Americans have hobbies.

>> No.57995981

>>57993506
You don't even need the current lineup of graphics cards for video games, they're not even properly utilized. Most of this shit is for generative AI

>> No.57996138

>>57993487
but their cards can draw cute images and power botchats that sound like redditors

>> No.57996145

>>57993487
aint touching that shit mate. its hella overvalued

>> No.57996167

>>57993501
their lastest vga's are only 10% faster than amd's and that's about it. i think amd can surpass them in the graphics card area in the near in the next 3 gens of cards

>> No.57996184

>>57993506
is not their cards that are pumping it. it's the AI meme

>> No.57996206

please keep shorting. PLEASE.

>> No.57996230

>>57995755
>TSLA is a car company
ok

>> No.57996254

>>57996230
>full self driving announced a decade ago
L o L

>> No.57996292

>>57996230
>still believes elon is a genius

>> No.57996362

>>57993501
>>I'm shorting the fuck out of SMCI which is worse and pumped ridiculously.
i rarely look at the stock market but that one pumping like it is doesn't make sense. i saw it listed as an AI play, which doesn't make sense at all

>> No.57996400

>>57996254
What is a BESS?

LMAO!

>> No.57996506
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57996506

>>57995755
Who give a rats ass about Tesla? Nvidia is a fraud. I would not buy any big tech company.

>> No.57996525

>>57993487
Could you estimate the market size for AI which can predict normalfags behaviors and turn them into slaves?

>> No.57996548

how do uou think they are going to power the metaverse creation engine to buy society some time before AliCe at CERN is turned-on (our only hope of survival)?

>> No.57996568

>>57993487
it's all about the DELL shorts. They popped literally just for saying the word AI. They are just as overbought, and they track with Nvidia, but the theta is so much healthier, it's like Nvidia puts for 1% of the price.

>> No.57997137

>>57996548
>buy society some time before AliCe at CERN is turned-on (our only hope of survival)?
Quick rundown on AliCe plz

>> No.57997846

>>57993487
Its going to 2000 by sept, nothing you do will change this.

>> No.57997889

>>57996548
>>57997137
No, it is not. In fact, it hasn't been turned on since February 29th.

t. CERN

>> No.57998098

>>57993487
You forgot to add:
>Most shorted stock in the entire world right now
>Highly likely to overdeliver on next earnings as well

You aren't smart for shorting Nvidia right now, you're peak midwit
Nvidia WILL crash, but not yet, I honestly think it can easily reach 1200 or even 1500 before it happens

>> No.57998614

https://www.youtube.com/watch?v=480ncPEVbr4

>> No.57998626

>>57993487
>we dun need no gpu

why are boomers like this? stay poor, faggot

>> No.57998722

>>57993487
not shorting but I took profit already
I'll buy it again after the inevitable 75% drop

>> No.57998745

>>57993487
The price won't stop going up until the ai bubble meme pops, it's mathematical
More ai memeing = we need le more hecking gpu's, and there's a shortage of it which means everyone keeps fomoing for the limited amount of supply

>> No.57998760

>>57993487
They're not a graphics card company. They're a cuda core company powering the AI gold rush with a monopoly.

>> No.57998825

>>57993487
you want to take drug.

>> No.57998902

>>57993487
It's going to $2000 by EoY

>> No.57998991
File: 588 KB, 1454x1161, Capture.png [View same] [iqdb] [saucenao] [google]
57998991

>>57993506

11 gigs of vram can barely scratch $200 now

>> No.57999066

>>57998760
They aren't a monopoly. They have first movers advantage but they don't even make the chips themselves. These prices aren't sustainable. That being said I am not touching this shit with a ten foot pole.

>> No.57999094

>>57993487
>he is shorting nvda during the Ai singularity.

>> No.58000176

>>57996230
>Tesla is a car company

They bolt wheels onto a chassis and rivet together panels like GM and Ford do they not?

>> No.58000212

>>57993487
Problem is they have a legit use case, sora will replace the entire hollywood cult

>> No.58000433

>>57993501
their 'earnings' are funded by the the AI startups paying back loans funded by nvidia in the first place LMAO.
i didnt think it was possible for a stock to be more overpriced that tesla but here we are.

>> No.58000603
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58000603

>he thinks they only make gpus

>> No.58000948

>>57998760
The fuck is a cuda?

>> No.58000997
File: 973 KB, 600x1123, HondaAsimoRobot8.png [View same] [iqdb] [saucenao] [google]
58000997

>>57996230
>honda & toyota is a car company
ok

>> No.58001022
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58001022

>>58000603
>He thinks they actually make anything

It's even worse when you realize that Nvidia does not have a single factory. They do not make a single thing. Not even a little screw.

Completely fraudulent valuations.

>> No.58001057
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58001057

>>57993682
>there's absolutely no economic use for the current AI besides some free image generators and ChatGPT style shit

>> No.58001183

>>58001057
all telephone based sale & support stuff.
all level 1 support

>> No.58001209

in 100 years we maybe vote some AI for president

>> No.58001222

>>57993682
>Meanwhile, "AI" right now is nothing more than search algorithms that spit back some search results back at you
retard

>> No.58001239

>>58001222
copilot is like that
kek

>> No.58001576
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58001576

Puts for 2026? Or is that retarded

>> No.58001638

>>58000212
>sora will replace the entire hollywood cult
OpenAI is a nigger fraud

>> No.58001872

>>57993682
You are the equivalent of the person who spews whatever they heard on the news, except you merely state the contra. Everything you think you know about AI has been spoonfed to you.

>> No.58001899

>>57993527
The opposite is true.

>> No.58002217

>>57999066
Who is the other distributor of cuda cores?
>>58000948
It's the architecture of the Nvidia chips that allow better performance of AI floating point calculations.

>> No.58002245

>>58001022
Nobody gives a fuck who makes it you dumb bitch. How many factories does Apple have? Doesn't stop then from being worth more than God.

>> No.58002281
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58002281

they do more than just graphics cards

>> No.58002339

>>57993539
see this is the exact reason as to why gamers will rise up and destroy society, you have been warned, we gamers will rise up and bend society to our will once the time comes

>> No.58002442
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58002442

>>57993487
Flaky
And zero lag rate
Delicious

>> No.58002458

>>57993487
>Computing is literally the most important technology humans have invented... and they are the best at that
>No value

>> No.58002754

>>58002458
they dont make computers

>> No.58002902

>>58002754
lol.

>> No.58002925
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58002925

>>58002902
its true
they are a niche company that is currently lucky with the AI and "datacenter" hype

>> No.58002931

>>57993506
>Americans love their graphic cards so they can keep playing stupid vidya games. Man, this is embarrassing.
>still thinks gayyyyyyyming is beyond a cute little slice of Nvidia revenue

>> No.58002944

>>58002281
Disgusting

>> No.58002952

>>57993506
>>57993487
Fucking brainlets.
They have almost no competition in the AI market except perhaps for AyyMD but they're far far ahead the competition due to CUDA and other stuff. NVIDIA is reaping years of investment in making their cards attractive to AI stuff, since Google published about deep learning. It's AI that's driving the demand now and due to all the LLM hype which is bringing more investment in R&D everyday and increased demand as LLM companies are finally offering attractive products and other companies are finally figuring out how to integrate those in their product development and have it be a value add and not a gimmick.

>> No.58002994

>>58002925
There goes that "make" word again. You absolute dumb fucking basketball American. They don't need to physically create anything. They own the architecture that's critical to the AI meme. As long as companies are pumping money into AI then Nvidia will continue to be worth trillions.

>> No.58003798

>>58002217
What does Nvidia do if they font produce the chips? Just the design of them?

>> No.58003912
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58003912

>>57993487
I am VERY deep in SOXS

>> No.58003942

What you are witnessing is the AI bubble.

>> No.58004141

>>58003798
Yes. They perform r&d on chip architecture and driver implementation that makes their chips the only chip anyone with a brain would use if AI is your use case.
I'll ask again, who else makes cuda cores that can take Nvidia out?

>> No.58004152

>>58003942
Is that like the Internet bubble and the electricity bubble?

>> No.58004167

>>57993487
>Who else is shorting this?
be careful it might be the US government in disguise you're raising stakes against

>> No.58004209

>>57993487
nearly everyone on /smg/ is short or bearish on this so it will continue to go up

>> No.58004346

>>57993487
>A FUCKING SILICON CHIP MANUFACTURER IS THE 3rd MOST VALUABLE COMPANY IN THE WORLD
is that really that surprising?

>> No.58004352

>>58004152
You mean the dot com bubble?

>> No.58004435
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58004435

>>58004352
Ah yes, no dot com company survived the .com bubble and we never passed that peak ever again.
Dumb fucking jogger.
Why do we let subhuman third world retards post as if they're people?

>> No.58004590

>>57998991
Those are used fagtard.

>> No.58004697

>>58000000

>> No.58004721

>>58004590
Used GPU for mining are probably ok. Used gaming especially if they were overclocked are fucked. But Nvidia is barely making money on gaming. They make servers specific for AI that's where the money is.

>> No.58005045

>>58001872
>You are the equivalent of the person who spews whatever they heard on the news, except you merely state the contra. Everything you think you know about AI has been spoonfed to you.

You haven't made a single argument. You know fuck all about "AI".

>> No.58005233

>>57995920
calling video your hobby is the male equivalent of women doing the same with Netflix

>> No.58005288

>>57993506
Retard, Big tech is pumping billions $ into setting up whole server cluster farms and datcenters for AI. Where the fuck do you think they are buying the AI chips and servers from?

>> No.58005332

shorts are such smartasses and keep lossing money

>> No.58005362

>>58004435
Amazon went down 90% after the dotcom bubble
Nowadays they make money with AWS

>> No.58005422

>>58001022
Apple does the same. The only fraud here is you.
>>57993487
FAAG are coming out with their own AI chips someday. They wont have to rely on NVIDYA as much anymore and the price will correct.

>> No.58005697
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58005697

>>58005422
>FAAG are coming out with their own AI chips someday.
too bad they don't have a super advanced AI system they could ask to design one for them.. huh..

>> No.58005711

What American companies are making anything worth a damn. Just drug companies, Nvidia Microsoft and google and maybe tesla

>> No.58005716

>>58005362
That's not the point. The point is that claiming companies that go up in supposed "bubble" are done for is demonstrably fucking stupid. Elon musk is one of the richest people on earth because of a dot com company called PayPal. Maybe you've heard of them.