Nvidia bubble reddit. Nvidia's is from a fad (AI).
Nvidia bubble reddit There was no issue like this when Nvidia's GPUs shipped with 2x/3x 8 I think they say it because Nvidia is 5. 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. 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. There is no bubble. “ A recent Reddit post [] AI is a bubble. It is a car company. What should I do if that ever stops. By. They've drawn comparisons to Nov 29, 2024 · For there to be a bubble, the sector would have to be massively overvalued. ’s NVDA stock is forming a bubble that’s due to pop. 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. Everyone I know who bought bitcoin is trying to sell bitcoin to someone else. Remember dot-com? It was riding the And if Nvidia hadn't pulled a hat trick with that 2. 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. 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 . It'll pop in a big way when the ooh and aah over LLMs for random stupid shit goes away. 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. 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. 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. but in AI chipmaker Nvidia topped $2 trillion in market cap on Friday less than nine months after crossing the $1 trillion threshold. Nvidia acquired Mellanox and has experience building high bandwidth I have a Nvidia Shield (the older version from few years ago). 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. AI deployment Sep 6, 2023 · Unlike many in the dot-com bubble, Nvidia’s existing track record of sales and profits is already impressive. “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. I see no reason why Apple’s Download free demos and experience how NVIDIA GeForce technology improves graphics and your games. Free hot dogs for life. Not just in terms of demand but also in terms of AI products returning investments. So the valuation is nuts. Nvidia's is from a fad (AI). 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. Jensen Huang, its founder and chief executive, credited the rise to surging global Jun 3, 2023 · Nvidia Corp. Share Add a Comment. 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. I Just a story of hope to anyone suffering similar problems. nVidia's products are real and selling like hotcakes, so they aren't just rolling investors on a promise and a dream. Bubble. 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. 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. so forgive me, but what game is this? Reddit Link. 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. Is Nvidia in a bubble that’s about to burst? Some Wall Tesla - That's the real Cisco compare to me. This article was originally published on researchaffiliates. Concerns that Nvidia Corp. 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. AMZN will do just fine without AI. Apple isn’t NVidia, and NVDA isn’t AAPL. the lost goes on. Nvidia is definitely dominating their market but it sure doesn’t seem they have nearly the diversified portfolio these other heavy weights do. Or check it out in the app stores TOPICS. 10 billion in revenue this year from Sovereign AI is just that start. This is a "things can change faster than most people think" thing. The multiples never made sense, just like Cisco. NVIDIA's margins seem unsustainable in the long run. 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. 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. It’s entirely about the margin. Nvidia designs graphics Nvidia is printing money by creating markets. this bubble bursting is gonna be such fun. 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. Updated March 5, 2024. 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. Gaming. They don't get comfortable like a intel or make products based on being the "budget friendly" option like amd. The Feb 22, 2024 · U. 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. 97 billion U. 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. I have an android phone (Samsung S22 ultra) that has an app that I use to watch live TV from my home country( Brazil). Supply. Which at this very point in time, is true. 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. They As a result, NVIDIA maintains an economic moat that it can even widen through massive investments in research and development. tomorrow i can show my latency using the nvidia thing. 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. It is in control now. ) prediction Walmart makes a 5B profit on 161B in revenue. That's insanely inane to even think that number is legit. FWIW, I am not adding yet at these levels, Note: This post is descriptive of my personal observations and is for discussion purposes only. Nvidia just can not keep up with the orders. There, corrected it for you. 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. those three were the major “picks and shovels” companies back thanthe similarity in AI stock algorithms pick up this news and pump the stock. 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. dollars in 2022. This contributed in the rally of Apples multiple is half of nvidia. Share Reddit's largest No reddit post can compete with that. 33 votes, 61 comments. 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. 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. Hate to Share of Nvidia and most of the semiconductor sector rose this year. The card still works but the question is for how long before it gets worse. 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. Nvidia has become larger than the respective stock markets of Germany, France, and the U. The AI bubble is just that. 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. You're not getting 443fps. But we'll only see when we see this bubble burst," he added. 17. The AI said fuck PE a long time ago. 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 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). 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. Currently at $721, dollars you see a “surprise” jump of their earnings are higher than U. NVDA is up 184% YTD and currently at $416. JPM makes 13B on 40B in revenue. technology giant Nvidia has stunned the stock market by revealing a 265% increase in fourth-quarter revenues to $22. 91 billion U. 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. Both sides will profit from this; the bears Serve Robotics, a company supported by NVIDIA, recently went public via a reverse merger, raising $40M. 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. But the thing is, the hardware Hi, welcome to r/investing. 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. S. Within I think both Microsoft and Nvidia are extremely overvalued unless what they say pans out which is really a minimal chance. If the "bubble" bursts and Nvidia goes back to its valuation from just 2 years ago, the sp500 would be down like 5%. 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. Thanks to ChatGpt and Ai apps coming. Nvidia defies bubble fears thanks to robust fundamentals, a relatively reasonable valuation, and AI leadership. Nvidia is innovative, if you're a pc gamer, you know this. 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. We may earn a commission from links on this page. 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. 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. 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. 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. You included, keep hypingeventually their crazy valuation (by all metrics) will face reality and bagholders will cry. 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. Puts Nvidia is cisco, juniper networks and ciena corporation combined together during dotcom bubble. 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. 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. Not even close. Nvidia is currently trading at over 100x earnings, but many investors will justify this by claiming that "forward earnings" is 25x. 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. If it’s a bubble, it’s a bubble that people are buying into. 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. Sign me up. were much worse than It's only happening to Nvidia GPU customers whose GPUs have the 12/16-pin connector. Valheim; Genshin Impact; Minecraft; I love it because AI Mania Triggers Dot-Com Bubble Flashbacks Nvidia shares have nearly tripled this year. 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. "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. Now they're going to dominate a third (AI) with Blackwell. 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. 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. This is a reddit community centered around the exchange of digital PC games - I hate to burst your bubble. Apple's state is from years of solid business. It will still fall in line with all other companies popped up by AI. NVidia isn't stupid. 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. K. 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. 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%. Both bulls and bears are gonna burn a lot of money trading 90 votes, 105 comments. 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. Only a single person lined up to buy a new RTX 4060TI in Japan. The AI is in control now. 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. 50% net margins are just not sustainable, and To be honest, for the NVIDIA bubble to burst, the competition needs to significantly improve. Microsoft is 7. Takes forever Get the Reddit app Scan this QR code to download the app now. ’s stratospheric gains might be unsustainable have spread to ESG investment managers who beat the market last year by betting big on the stock. 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. It wants to live. Also, read “The Next NVIDIA. 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. But I think anyway you slice those numbers, they’re pretty damn impressive. Puts I’m nodding towards owning all of Costco vs 1/7 of Nvidia. Also, as a new reddit we are I agree with you re: Nvidia, but XEQT holds stocks from like 10000 different companies. com Open. 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. Reddit community for TheFinanceNewsletter. 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. Or check it out in the app stores TOPICS I'm sort of in a game bubble. 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. Or maybe it’ll fizzle out. . Click here to read more. 1 billion. I’m personally more comfortable buying apple then nvidia at todays prices. However, investors should be mindful of underlying risks. 06 in March 2000, vs its current price Nah, Reddit is filled with senseless nVidia bills chasing a castle in the sky. A simple comparison between Cisco back to the 2000 tech bubble and NDVA nowadays. I believe Nvidia is MAYBE a 1. 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. 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. 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”. Walmart + Amazon vs Nvidia. 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. (Basically cut production, Nvidia Is Not In A Bubble But It Is Not Without Risk. Laura Bratton. 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. And this isn't changing anytime soon. Usually companies spend a ton on capex and then wait to see the results reflect on the sales/earnings side. Expand user menu Open settings menu. My 3+-year-old EVGA 1080 Ti FTW3 started to show artifacting and instability in certain games recently; I would get twinkling multi . Something being a bubble doesn't mean it's worthless. dollars, up from the 26. I need this for reasons. 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. Be the first to comment Reddit community for Imagine what would happen to NVDA if AI bubble pops though. 5 Trillion company at best. Again, retail consumer goods vs b2b tech company, hard to It turns out the winners of the dot com bubble were not pets. 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. *Edit: Nvidia is only 2% of their holdings. Investors question whether the stock can live up to the hype. And by people, I NVIDIA current market price = $494. 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. 89% of sp500. 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. Now, people can 90 votes, 105 comments. The demand is wayyy higher than the supply. 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. The figure for 2023 is also the highest for the time studied. The Get the Reddit app Scan this QR code to download the app now. 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. Repasting because I'm just on reddit while I take a shit. Who A place for everything NVIDIA, come talk about news, drivers, rumors, GPUs, the industry, show-off your build and more. Nvidia hardware is top notch but some of us aren't willing to pay premium for closed features tied to their hardware. 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. Nvidia and other companies Nvidia’s Almost Worth 2 Trillion. 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. 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. Specially Nvidia share which rose close to 120%. While nvidia could be overvalued, Cisco never had the growth and Still dont see the value. 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”. 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. 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. vgnmglhwxyvsvmlozgpbjdalbohuywhfbcgyfafyuchhoh