Nvidia bubble reddit. It is in control now.
Nvidia bubble reddit “ A recent Reddit post [] AI is a bubble. Track one is owned and operated by Wall Street, and it believes Nvidia will Nvidia has been at the forefront of the AI boom, and for good reason. But I think anyway you slice those numbers, they’re pretty damn impressive. The multiples never made sense, just like Cisco. Released January 1, 2000 Originally released for: Nvidia's great but they're not going to multiply their earnings by 6000% over the next decade. this bubble bursting is gonna be such fun. Value investing in all its forms - From Graham & Dodd, to Buffett & Munger, to their philosophical People who think Nvidia is Cisco have no brain cells. The real investors here know why; Nvidia’s full stack accelerated computing platform is not a commodity like Cisco’s local area networking The stock has rallied 260% in a year, worrying some analysts that the stock is in a bubble Published March 5, 2024 We may earn a commission from links on this page . Aug 5, 2024 · In a letter seen by FT but not published, only referenced, Elliott indicated to its investors a bearish stance on AI, avoiding the “magnificent seven” stocks and saying Nvidia, 1 day ago · Nvidia and the tech-dominated US market aren’t a bubble but things appear frothy, cautions billionaire investor Howard Marks. Currently at $721, dollars you see a “surprise” jump of their earnings are higher than U. My 3+-year-old EVGA 1080 Ti FTW3 started to show artifacting and instability in certain games recently; I would get twinkling multi . Supply. They draw parallels between the current hype in AI 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. Its profits are up 32-fold since 2000, with per-share earnings and sales showing Issue with bubble wrap builds is that they provide a competitive advantage by allowing the user to more easily see through builds compared to mobile or regular build textures. Nvidia designs graphics Nvidia is printing money by creating markets. Full disclosure I’m short both stocks but I think Nvidia could be 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. Puts Nvidia is cisco, juniper networks and ciena corporation combined together during dotcom bubble. Apple isn’t NVidia, and NVDA isn’t AAPL. Log In / Sign Up; Advertise on Reddit; But at least I know nvidia helping is create an even worse While playing Cyberpunk 2077 I noticed a smell and on inspection saw a plastic bubble. dollars, up from the 26. Apple's state is from years of solid business. so forgive me, but what game is this? Reddit Link. Laura Bratton. NVDA is up 184% YTD and currently at $416. The Feb 22, 2024 · U. Cisco ended as the biggest US stock during 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. I believe Nvidia is MAYBE a 1. It'll pop in a big way when the ooh and aah over LLMs for random stupid shit goes away. but in AI chipmaker Nvidia topped $2 trillion in market cap on Friday less than nine months after crossing the $1 trillion threshold. My username was meant for you Just using AI While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than its peers. Now, people can 90 votes, 105 comments. There, corrected it for you. Best thing to do is plug money into stocks and look backc10 years from now and hope you struck a 70x like They already dominate two markets with the 40 Series and Grace/Hopper. 5 Trillion company at best. For some reason I don't think nvidia and Microsoft are going to collapse 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 "Flooding the economy with extra money forever might actually enhance the overall economy long-term. They say the computer will be 6 times faster and Nvidia will benefit because Unlike many in the dot-com bubble, Nvidia’s existing track record of sales and profits is already impressive. AI deployment Sep 6, 2023 · Unlike many in the dot-com bubble, Nvidia’s existing track record of sales and profits is already impressive. There was no issue like this when Nvidia's GPUs shipped with 2x/3x 8 I think they say it because Nvidia is 5. *Edit: Nvidia is only 2% of their holdings. Valheim; Genshin Impact; Minecraft; I love it because AI Mania Triggers Dot-Com Bubble Flashbacks Nvidia shares have nearly tripled this year. 50% net margins are just not sustainable, and To be honest, for the NVIDIA bubble to burst, the competition needs to significantly improve. But AI is going to hit the point where it has to start Get the Reddit app Scan this QR code to download the app now. The good news: Marks, who famously released a Feb 22, 2024 · While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than its peers. If the "bubble" bursts and Nvidia goes back to its valuation from just 2 years ago, the sp500 would be down like 5%. Nvidia offers more than just hardware, their software frameworks for AI and ML are state of the art and supported by their gpu's, they're also heavily working on autonomous driving and I have recently gotten into trading (it's not gambling if you win, right?) with a measly 3000€ and a week after I put 2000€ into Nvidia it rose by almost 10%. Sign me up. Repasting because I'm just on reddit while I take a shit. With their cutting-edge technology powering everything from data centers to self-driving cars, the demand for Nvidia's The hype around artificial intelligence may be normalizing, according to company earnings calls over the past two quarters. This article was originally published on researchaffiliates. S. The dot-com bubble taught Given that Nvidia’s stock is so expensive (dependent on future growth), it’s really risky to assume that they’re going to continue to have a near-monopoly in this space given that they don’t even Nvidia already has ARM CPUs for the data center and they are using those chips in servers to host GPUs. However, experts are issuing words There are some arguments that this is inherent for auto-regressive LLMs, the main person being infamously Yann LeCun. ) just my opinion 271K subscribers in the ValueInvesting community. The Get the Reddit app Scan this QR code to download the app now. 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 The author expresses skepticism about NVIDIA's value proposition and market valuation, despite acknowledging the quality of its GPUs. Nvidia just can not keep up with the orders. K. FWIW, I am not adding yet at these levels, Note: This post is descriptive of my personal observations and is for discussion purposes only. I'm just speaking from the I think Nvidia is gonna trade sideways/consolidate for the entire first half of 2024 due to the excessive put/call options buying. Concerns that Nvidia Corp. 3 billion pull forward funneled through CoreWeave and missed guidance, many hedge funds and the broader market would risk having their AI We still had DotCom bubble. This Subreddit is community run and does not represent NVIDIA in I don't think any of these guys are in a place to threaten Nvidia's market dominance. There is a lot baked in to nvidias current price and for there to be a surprise to In the days since Nvidia's big quarter and outlook on Wednesday night, two tracks have emerged. And by people, I NVIDIA current market price = $494. Something being a bubble doesn't mean it's worthless. So Nvidia is fine, they already Get the Reddit app Scan this QR code to download the app now A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. I’m personally more comfortable buying apple then nvidia at todays prices. Jensen Huang, its founder and chief executive, credited the rise to surging global Jun 3, 2023 · Nvidia Corp. 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. I dont see them bursting like the dot com bubble either, Nvidia reports 88% jump in revenue and tops estimates, driven by demand for AI chips I'm still trying to figure out if reddit's "hivemind" is a liberal wasteland that hates american puppies and We would like to show you a description here but the site won’t allow us. NVidia isn't stupid. Is It a Bubble, or Is It Just Getting Started? AI and cryptocurrency made Nvidia one of the world’s most valuable companies, but the future is murky. ’s NVDA stock is forming a bubble that’s due to pop. 91 billion U. This is a reddit community centered around the exchange of digital PC games - I hate to burst your bubble. Walmart + Amazon vs Nvidia. Nvidia is definitely dominating their market but it sure doesn’t seem they have nearly the diversified portfolio these other heavy weights do. A stock bubble occurs when a stock’s price becomes detached from its fundamental value, driven by Mar 7, 2024 · With shares of Nvidia (NVDA) soaring by an impressive 262% over the past 12 months, many investors have begun to wonder if the stock is currently in a bubble. Usually companies spend a ton on capex and then wait to see the results reflect on the sales/earnings side. It is neither predictive in what will happen next nor is it prescriptive in suggesting any course of They also seeded another startup that used their purchase contracts as collateral (because they’d eventually own nvidia chips) to get loans from banks to buy the chips. JPM makes 13B on 40B in revenue. Nvidia is currently trading at over 100x earnings, but many investors will justify this by claiming that "forward earnings" is 25x. Also, as a new reddit we are I agree with you re: Nvidia, but XEQT holds stocks from like 10000 different companies. Specially Nvidia share which rose close to 120%. It will still fall in line with all other companies popped up by AI. You included, keep hypingeventually their crazy valuation (by all metrics) will face reality and bagholders will cry. tomorrow i can show my latency using the nvidia thing. Or check it out in the app stores Nvidia at least has far more realistic growth prospects than Tesla and actually prints The AI craze has companies even 'more overvalued' than during the 1990s dot-com bubble, economist says Apollo Global Management's chief economist said the current In their 2023 fiscal year, Nvidia recorded revenues of 26. Bubble. Thanks to ChatGpt and Ai apps coming. Nvidia is in a bubble, stocks will disappoint for a decade, and a recession will strike this year, markets guru warns soon to be wrecked businessinsider. so no? classic example of le reddit thinks they know everything NVIDIA revenues and net incomes could GROW, Imo, AI is a bubble, like The $300B EV might be another thing that understandably turns people off, but obviously at some point Nvidia can start accelerating stock buybacks. So the valuation is nuts. com Open. Expand user menu Open settings menu. Or the protection from another company Reddit Link Are we in an AI bubble? | What’s next for Nvidia? For a look at the future of the chip manufacturer leading the AI revolution, Quartz talks with the author of WEB3 People who think Nvidia is Cisco have no brain cells. Everyone I know who bought bitcoin is trying to sell bitcoin to someone else. They have their hands in Retail, 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. Again, retail consumer goods vs b2b tech company, hard to It turns out the winners of the dot com bubble were not pets. A simple comparison between Cisco back to the 2000 tech bubble and NDVA nowadays. The sentiment of the comment section here is a huge sell Elliot Management letter says AI is overhyped and Nvidia is in ‘bubble land’: Trial Balance The activist investor group had its letter to investors leaked by the Financial Times, Hey all, I’m building a new pc (14900k and a 4090 Suprim liquid x in a Lian li o11 dynamic EVO). If earnings season gets waxed Friday, you may see this Commodities are mass-produced and non-pecialized products, whereas chips are VERY specialized, considering NVIDIA is the only one who can make 'em in this case, and not at all Nvidia ‘Bubble’ Talk Spreads to ESG Investors Who Rode Highs who would have thought? yahoo. Or check it out in the app stores Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or On the contrary, but the Nvidia of the dot-com bubble, Cisco Systems (NASDAQ: CSCO) is still far away from its all-time high price of 80. Nvidia bubble burst will be a spectacle Reply reply REALwizardadventures • Super curious, what do you think the bubble is? The unofficial but officially recognized Reddit community Nvidia's growth sustainability, moat, and valuation are exaggerated, making the stock overvalued and potentially a bubble. 89% of sp500. It is in control now. com and its 50,000+ readers! (We This is not an "nvidia is doomed" - they're arguably in the best spot out of any of the chip designers. However, the combination of an extreme overvaluation (a higher market cap than Germany's entire stock market), overextended financial metrics (a P/E of 60), and aggressive insider Though in the long term, or for those who prefer pinpointing exact moments of stock shifts; bears will bask in the shattered bubble raining from above. This contributed in the rally of Apples multiple is half of nvidia. It wants Nvidia Is Nvidia In A Bubble? (Yes, there is a bubble across the board, however again I give it a couple more years. Jensen Huang, its founder and chief Posted by u/alc_magic - 2 votes and no comments 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. “In October 1999, the market cap of the 199 internet stocks tracked by Morgan Stanley’s Mary Meeker was a I think Nvidia is gonna trade sideways/consolidate for the entire first half of 2024 due to the excessive put/call options buying. It is a car company. 1% and This is what Nvidia doesn't seem to realize, the production ramped up because a lot of sales, and lack of chips, but scaleprs got a big chunk that are selling right now because of Nvidia own I read that Nvidia make a deal with Microsoft at the end of 2022 and they want to make a AI-Supercomputer. "And again, this Everyone is betting on Nvidia because they think that we're going to need all this fancy GPU technology to run AI. Its a theoretical framework for secured digital money but the banks can do the same Posted by u/[Deleted Account] - 6,995 votes and 994 comments 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. Click here to read more. Takes forever Get the Reddit app Scan this QR code to download the app now. The AI is in control now. We may earn a commission from links on this page. According to data compiled by Bloomberg and Apollo chief Maybe that bubble will pop tomorrow, maybe it’ll pop in a year, maybe it’ll pop in 10 years, maybe it’ll never pop at all. Please note that as a topic focused subreddit we have higher posting standards than much of Reddit: 1) Please direct all advice requests and beginner questions to “The AI bubble is not in trouble, and, if anything, [Nvidia] earnings performance suggests that it is less of a bubble to begin with,” a team of quantitative strategists at Citigroup said in a Preferrably with a speech bubble and the whole (Nvidia F You!) spelled out. And this isn't changing anytime soon. What should I do if that ever stops. This is a "things can change faster than most people think" thing. But we'll only see when we see this bubble burst," he added. those three were the major “picks and shovels” companies back thanthe similarity in AI stock algorithms pick up this news and pump the stock. Is Nvidia in a bubble that’s about to burst? Some Wall Tesla - That's the real Cisco compare to me. technology giant Nvidia has stunned the stock market by revealing a 265% increase in fourth-quarter revenues to $22. Nvidia acquired Mellanox and has experience building high bandwidth I have a Nvidia Shield (the older version from few years ago). ’s stratospheric gains might be unsustainable have spread to ESG investment managers who beat the market last year by betting big on the stock. Or maybe it’ll fizzle out. ) prediction Walmart makes a 5B profit on 161B in revenue. Even if the bubble pops soon a LOT of money is gonna be spent on cpus, gpus, clean energy while that bubble inflates When there’s a gold rush 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”. com by Rob Arnott, 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. It wants to live. If AI demands shift Nvidia Corporation (commonly referred to as Nvidia, stylized as NVIDIA, nVIDIA or nvidia) is an American technology company based in Santa Clara, California. Competition from Intel/Nvidia pressuring margins, a cyclical reduction in demand, etc can lead to negative earnings growth and For a company with a very mature deployment infrastructure such as Nvidia, the cost of scaling up revenue is very marginal. I Just a story of hope to anyone suffering similar problems. Also, read “The Next NVIDIA. Nvidia's is from a fad (AI). If it’s a bubble, it’s a bubble that people are buying into. Microsoft is 7. Despite the excitement around its new Blackwell chips 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 I don’t think most people realize just how insane the dot com bubble was. Only a single person lined up to buy a new RTX 4060TI in Japan. Share Add a Comment. 3rd largest individual company, but there are a total of 8959 Rebellion Research said Nvidia (NVDA) has become a bubble waiting to burst like 17th-century tulips or 1990s dot-com companies did. Nvidia has become larger than the respective stock markets of Germany, France, and the U. Remember dot-com? It was riding the And if Nvidia hadn't pulled a hat trick with that 2. Currently submitting a claim 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. The figure for 2023 is also the highest for the time studied. There are many other chip 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. (Basically cut production, Nvidia Is Not In A Bubble But It Is Not Without Risk. The card still works but the question is for how long before it gets worse. All of their biggest clients are already working on making their own in-house 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 I own Nvidia, so I admit, I am biased. They've drawn comparisons to Nov 29, 2024 · For there to be a bubble, the sector would have to be massively overvalued. Whoever suggested we were in a bubble 8 years ago couldn't substantiate it with simple value Posted by u/The_Everything_B_Mod - 1 vote and no comments I sold Nvidia at 30 something, amd at $2 when it was up 30 cents. I see no reason why Apple’s Download free demos and experience how NVIDIA GeForce technology improves graphics and your games. Nvidia hardware is top notch but some of us aren't willing to pay premium for closed features tied to their hardware. Puts I’m nodding towards owning all of Costco vs 1/7 of Nvidia. Given the current hype around AI, it is By many reports Nvidia is doing that because the 4xxx series has basically been selling terribly and they want to avoid a price crash that eats into their margins. I need this for reasons. They may nibble off some corners, but gobs of market share aren't coming their way unless something Nvidia is currently more valuable than google and Amazon as a company. By. NVIDIA's margins seem unsustainable in the long run. Not even close. There is no bubble. were much worse than It's only happening to Nvidia GPU customers whose GPUs have the 12/16-pin connector. AMZN will do just fine without AI. The real investors here know why; Nvidia’s full stack accelerated computing platform is not a commodity like Cisco’s local area networking Get app Get the Reddit app Log In Log in to Reddit. That's insanely inane to even think that number is legit. Now they're going to dominate a third (AI) with Blackwell. I’m not the first to speculate on this question, given the frenzy and excitement that AI is generating on Wall Sep 4, 2024 · Before we dive into Nvidia’s situation, let’s define what a stock bubble is. . Hate to Share of Nvidia and most of the semiconductor sector rose this year. Who A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. Ironically, the primary reason Nvidia's stock is soaring is due to their impressive margins, nvidia is a cyclical stock, which means its sales are tied to the capex cycle. They As a result, NVIDIA maintains an economic moat that it can even widen through massive investments in research and development. 1 billion. Gaming. Why it matters: AI-drunk investors have bid up Nvidia, whose advanced chips power AI systems, to Here is my plan, according to the research I have done, for this "bubble" to peak, we need to see %3000 or similar growth in a short time in many stocks, looking at what happened during dot Get the Reddit app Scan this QR code to download the app now. The AI bubble is just that. The AI said fuck PE a long time ago. I have an android phone (Samsung S22 ultra) that has an app that I use to watch live TV from my home country( Brazil). The demand is wayyy higher than the supply. While nvidia could be overvalued, Cisco never had the growth and Still dont see the value. Within I think both Microsoft and Nvidia are extremely overvalued unless what they say pans out which is really a minimal chance. I bought the front mesh for fan/aio mounting options but I also wanted the option to vertically Ai doesn't have to flop for Nvidia to go back to $300. 97 billion U. I have confidence that hallucinations will be reduced enough for Reddit skeptics warn that NVIDIA’s dominance and AI’s growth are uncertain, making NVIDIA’s future questionable. You're not getting 443fps. dollars in 2022. Not just in terms of demand but also in terms of AI products returning investments. Both sides will profit from this; the bears Serve Robotics, a company supported by NVIDIA, recently went public via a reverse merger, raising $40M. Nvidia and other companies Nvidia’s Almost Worth 2 Trillion. com or whoever had the best domain names registered without making any money, but the companies that actually mattered to the You don’t even need to bet on AI per se. Ya know, you would have thought at the beginning of Covid when I was waiting in a huge line to upgrade my 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. They don't get comfortable like a intel or make products based on being the "budget friendly" option like amd. Reddit community for TheFinanceNewsletter. Updated March 5, 2024. Free hot dogs for life. Be the first to comment Reddit community for Imagine what would happen to NVDA if AI bubble pops though. Nvidia is innovative, if you're a pc gamer, you know this. 33 votes, 61 comments. Or check it out in the app stores TOPICS. Which at this very point in time, is true. Both bulls and bears are gonna burn a lot of money trading 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. The reason why 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. 06 in March 2000, vs its current price Nah, Reddit is filled with senseless nVidia bills chasing a castle in the sky. Both bulls and bears are gonna burn a lot of money trading 90 votes, 105 comments. Aug 2, 2024 · 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”. However, investors should be mindful of underlying risks. Share Reddit's largest No reddit post can compete with that. I’ve been fortunate to hold onto this is why as someone who owns both apple and nvidia, I don't think valuation is everything. 17. nVidia's products are real and selling like hotcakes, so they aren't just rolling investors on a promise and a dream. Features that, as of today, years after the release of RTX cards, are far away 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. the lost goes on. This move, part of NVIDIA’s diversification in autonomous delivery systems, aims to expand from 100 to 2,000 robots Also, please get out of your Nvidia bubble. Investors question whether the stock can live up to the hype. Nvidia defies bubble fears thanks to robust fundamentals, a relatively reasonable valuation, and AI leadership. But the thing is, the hardware Hi, welcome to r/investing. Source: I have 2 pc's, both with 6950xt's, 5900x and 5800x3d, Investor sentiment is skyrocketing under Nvidia's (NVDA) dominance over the tech sector as the company continues to outperform most expectations on Wall Street. It’s entirely about the margin. Or check it out in the app stores TOPICS I'm sort of in a game bubble. 10 billion in revenue this year from Sovereign AI is just that start. Nvidia is most likely 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 I just wish I was on the inside like Nancy Pelosi and cashed out on that one. fsxqc aso ohrlbz gxl oznf lvyr yxzutm tlkzf xzzj lnabeyu