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[Shwing]

Yikes!

Nvidia overtakes Microsoft to become world's most valuable public company

A so-called stock split has been credited with driving the chipmaker's value further into the stratosphere, 12 days after it claimed the number two spot from Apple.

news.sky.com

 

[intbal]

Sell now!

 

[feynoob]

Who over bought nvidia stock low is rich now

 

[rodrigolfp]

O.O

 

[angrod14]

Who over bought nvidia stock low is rich now

Does Nvidia pay good dividends? Because if not you're not making a dime out of such stocks unless you actually sell them.

 

[BennyBlanco]

I really hope this newfound success doesn’t make the boys lose sight of what got them here; PhysX and Hairworks

 

[GHG]

Does Nvidia pays good dividends? Because if not you're not making a dime out of such stocks unless you actually sell them.

No, but that's not what you buy this kind of stock for.

 

[Ass of Can Whooping]

Does Nvidia pay good dividends? Because if not you're not making a dime out of such stocks unless you actually sell them.

If only the sell button was a click away

 

[angrod14]

If only the sell button was a click away

"But what if it gets even more valuable in the future? Should I hold on to it?" And so, and so.

 

[mayham2199]

Does Nvidia pay good dividends? Because if not you're not making a dime out of such stocks unless you actually sell them.

Exactly so if you bought low, and sell now, you make a lot of money

 

[GHG]

"But what if it gets even more valuable in the future? Should I hold on to it?" And so, and so.

That's called greed, and if you get caught up in that then you only have yourself to blame.

 

[Ass of Can Whooping]

"But what if it gets even more valuable in the future? Should I hold on to it?" And so, and so.

If only you could sell a portion of it

 

[OmegaSupreme]

Someone build me a time machine so i can invest in nvidia 20 years ago

 

[Fredrik]

Who over bought nvidia stock low is rich now

I don’t do rich, I use the money instead. I go in and out frequently and move the earnings to a separate hobby bank account. The Nvidia stock has paid for all my hobbies for years.

 

[Gaiff]

PC bros, it has been an honor playing with you tonight.

 

[angrod14]

That's called greed, and if you get caught up in that then you only have yourself to blame.

 

[Ronin_7]

Not a bubble

 

[rodrigolfp]

PC bros, it has been an honor playing with you tonight.

AMD it is.

 

[Soodanim]

I'm sure this will cause GPU prices to fall right back down to reasonable pre-covid and pre-mining levels. Thanks Jensen.

 

[Robb]

The bigger they are…

 

[winjer]

We are never going back to normal GPU prices. Ever.

 

[Sophist]

Meanwhile AMD and Intel... They got crushed by Nvidia both in hardware and software, i don't see them being able to compete before years.

 

[Bojji]

 

[CoreyFlawless]

This been from AI stuff for the most part right. It crazy to think, just a computer manufacturer that was mostly for gpu. Have become this big and something more. Didn’t they say they more a ai company than anything now?

 

[adamsapple]

This been from AI stuff for the most part right. It crazy to think, just a computer manufacturer that was mostly for gpu. Have become this big and something more. Didn’t they say they more a ai company than anything now?

MS overtook Apple cause of AI, Nvidia has overtaken MS cause of AI.

It's all AI.

 

[SHA]

 

[iHaunter]

MS overtook Apple cause of AI, Nvidia has overtaken MS cause of AI.

It's all AI.

That bubble going to pop very hard.

 

[Sanepar]

Lol this bubble will take the whole sp500 together.

 

[MikeM]

Nvidia may well be the first $4T market cap company. Not unrealistic given the way the stock is moving.

 

[OverHeat]

AI master race

 

[Celcius]

They continue to innovate and their competitors are constantly just trying to catch up.
Well deserved.

 

[GHG]

Nvidia may well be the first $4T market cap company. Not unrealistic given the way the stock is moving.

If it manages to get there it will be very interesting to see how they attempt to sustain and justify that kind of valuation.

 

[ChuckeRearmed]

The bigger question is at want point we should sell before the bubble bursts? Though I still regret not buying Meta and Netflix stocks when both of them dropped hard.

 

[Holammer]

Saw an interesting video talking about Jensen's recent comment where he said:
"Taiwan is one of the most important countries in the world"

This freaked out little pinks in China and they can't understand why the Chinese government does not censure or punish his Nvidia business (one china policy), like they do with Taiwanese actors and singers working in China. Turns out Nvidia is too big and important, so China can't risk pissing him off.

 

[Unknown Soldier]

Saw an interesting video talking about Jensen's recent comment where he said:
"Taiwan is one of the most important countries in the world"

This freaked out little pinks in China and they can't understand why the Chinese government does not censure or punish his Nvidia business (one china policy), like they do with Taiwanese actors and singers working in China. Turns out Nvidia is too big and important, so China can't risk pissing him off.

Jensen Huang is an actual real Taiwanese-American immigrant, he was born in Taipei and came to the US at a young age. His immigrant story is pretty amazing if you look into it

China will never, ever be able to force this man to kowtow and say fake shit like Taiwan is a part of China and they know it so they just kind of sweep it under the rug and censor it from their own Internet that's the best they can do

 

[Unknown Soldier]

Does Nvidia pay good dividends? Because if not you're not making a dime out of such stocks unless you actually sell them.

Learn how to sell Covered Calls

 

[MikeM]

If it manages to get there it will be very interesting to see how they attempt to sustain and justify that kind of valuation.

Agreed. Also wonder what that will mean for MS and Apple stock. Will it follow Nvidia as the big three?

 

[GHG]

Agreed. Also wonder what that will mean for MS and Apple stock. Will it follow Nvidia as the big three?

Microsoft and Apple are far more mature mega-cap stocks. The order books (both on stock and options) for those stocks are deep and those companies have a long history of justifying their market caps. Options gamma exposure is what's keeping Nvidia trucking at the moment, institutions have started decreasing their exposure via stock at an alarming rate:

https://www.nasdaq.com/market-activity/stocks/nvda/institutional-holdings

If you want an example of what's more likely to happen to Nvidia over the next couple of years then take a look at Tesla.

 

[Mister Wolf]

I wonder how high this can keep going. I'm up $15,000 on my initial investment.

 

[LordOfChaos]

 

[Unknown Soldier]

Microsoft and Apple are far more mature mega-cap stocks. The order books (both on stock and options) for those stocks are deep and those companies have a long history of justifying their market caps. Options gamma exposure is what's keeping Nvidia trucking at the moment, institutions have started decreasing their exposure via stock at an alarming rate:

https://www.nasdaq.com/market-activity/stocks/nvda/institutional-holdings

If you want an example of what's more likely to happen to Nvidia over the next couple of years then take a look at Tesla.

Tesla cratered because Elon Musk got the brilliant idea of buying Twatter for $44 billion and crashed the Tesla stock selling a lot of his stake to pay for Twatter

I'll bet you any amount of money on Earth that Jensen Huang won't be buying shit tier social networks and overpaying for them by 100%+ and selling his Nvidia stock to pay for it

 

[Goalus]

Sell now!

Bad advice.

 

[GHG]

Tesla cratered because Elon Musk got the brilliant idea of buying Twatter for $44 billion and crashed the Tesla stock selling a lot of his stake to pay for Twatter

I'll bet you any amount of money on Earth that Jensen Huang won't be buying shit tier social networks and overpaying for them by 100%+ and selling his Nvidia stock to pay for it

That's the story/narrative that's easy to sell, but the reality is that Tesla fell because they failed to justify their lofty valuation and growth slowed. The stock was already tumbling long before Elon selling specifically to fund his twitter purchase. Going even further beyond the narrative, he's always been a big seller of his tesla stock:

https://www.cnbc.com/2021/12/14/elon-musks-stock-sales-could-total-18-billion-by-the-end-of-year-.html

Space X is his real passion/baby and he uses Tesla to fund it. Him doing similar for Twitter is nothing new.

He was selling similar amounts in 2021 and the stock still managed to go up, why is that?

This is the reality, Tesla quadrupled their earnings between 2020 and 2022, everyone got over excited and started pricing in future growth at the same rate. Then revenue growth ground to a halt and the rest is history.

The funny thing is that they've stared growing earnings once again but the stock is no longer wall street's darling so the stock is largely doing nothing while remaining locked in a downtrend. Even if there are other companies doing well in the background, the market loves a hot new thing to pump and that thing is now Nvidia so it will get all the attention as long as the growth story is still intact. That is, until the next one comes along.

 

[Badlucktroll]

Not sure i wish to sell my stonks just yet

 

[A.Romero]

That's the story/narrative that's easy to sell, but the reality is that Tesla fell because they failed to justify their lofty valuation and growth slowed. The stock was already tumbling long before Elon selling specifically to fund his twitter purchase. Going even further beyond the narrative, he's always been a big seller of his tesla stock:

https://www.cnbc.com/2021/12/14/elon-musks-stock-sales-could-total-18-billion-by-the-end-of-year-.html

Space X is his real passion/baby and he uses Tesla to fund it. Him doing similar for Twitter is nothing new.

He was selling similar amounts in 2021 and the stock still managed to go up, why is that?

This is the reality, Tesla quadrupled their earnings between 2020 and 2022, everyone got over excited and started pricing in future growth at the same rate. Then revenue growth ground to a halt and the rest is history.

The funny thing is that they've stared growing earnings once again but the stock is no longer wall street's darling so the stock is largely doing nothing while remaining locked in a downtrend. The market loves a hot new thing to pump and that thing is now Nvidia so it will get all the attention as long as the growth story is still intact. That is, until the next one comes along.

IMO Tesla lost it's magic and now other manufacturers are pretty much caught up.

Nobody is close to Nvidia and their AI tech. I don't think the stock is inflated.

 

[AmuroChan]

That's the story/narrative that's easy to sell, but the reality is that Tesla fell because they failed to justify their lofty valuation and growth slowed. The stock was already tumbling long before Elon selling specifically to fund his twitter purchase. Going even further beyond the narrative, he's always been a big seller of his tesla stock:

https://www.cnbc.com/2021/12/14/elon-musks-stock-sales-could-total-18-billion-by-the-end-of-year-.html

Space X is his real passion/baby and he uses Tesla to fund it. Him doing similar for Twitter is nothing new.

He was selling similar amounts in 2021 and the stock still managed to go up, why is that?

This is the reality, Tesla quadrupled their earnings between 2020 and 2022, everyone got over excited and started pricing in future growth at the same rate. Then revenue growth ground to a halt and the rest is history.

The funny thing is that they've stared growing earnings once again but the stock is no longer wall street's darling so the stock is largely doing nothing while remaining locked in a downtrend. The market loves a hot new thing to pump and that thing is now Nvidia so it will get all the attention as long as the growth story is still intact. That is, until the next one comes along.

That's correct. The Elon buying Twitter narrative is the more juicy headline and easier to consume by the normies who don't understand how stocks work. The reality is that Tesla's stock price was highly dependent on its expected growth rate of 30+% every year, a mark that was highly unlikely to continue in the current economic conditions. Elon's stock selling realistically wouldn't have moved the stock price all that much, since he gets issued millions of new shares every year anyway as part of his pay package.

 

[GHG]

IMO Tesla lost it's magic and now other manufacturers are pretty much caught up.

Nobody is close to Nvidia and their AI tech. I don't think the stock is inflated.

Well you've just summed it up yourself there, narratives drive markets.

What is now being said of Nvidia was once said about Tesla when it was the hot thing in the market:

Tesla teardown finds electronics 6 years ahead of Toyota and VW

Self-driving AI sends shivers through traditional supply chains

asia.nikkei.com

Elon (and some tesla fan circles) keep on trying to pump the same narrative, but it's no longer as effective since people don't believe it anymore. Why? Because their earnings growth is no longer in harmony with that.

With Nvidia the narrative and the revenue growth remain very much in harmony, and until that changes it will continue to go up. But the question is, what happens when the narrative that Nvidia are "untouchable" becomes broken and the market starts questioning it?

 

[Varteras]

Who over bought nvidia stock low is rich now

I was told on this very forum that I had no idea how stocks work when I said I was looking forward to my Nvidia shares rising after some good announcements made.

 

[Unknown Soldier]

I was told on this very forum that I had no idea how stocks work when I said I was looking forward to my Nvidia shares rising after some good announcements made.

Imagine taking investing advice from NeoGAF

That's probably one tier below taking investing advice from Reddit

I've held my NVDA since 2012 and my TSLA since 2017 and I give zero fucks

 

[Varteras]

Imagine taking investing advice from NeoGAF

That's probably one tier below taking investing advice from Reddit

I've held my NVDA since 2012 and my TSLA since 2017 and I give zero fucks