Nvidia Might Not Survive This…

Learn the 3 Contrarian Steps to Protect & Grow Your Wealth During the Biggest Financial Bubble in History (The AI Bubble) sign up here

Cameron Long

Cameron Long

Cameron is a seasoned CFO and CPA with 31 years in finance. He created the AI Trader's Playbook to help everyday investors use AI to find high-confidence trades — in minutes, not hours.

Read More About Cameron →    Get the AI Trader's Playbook

Similar Posts

62 Comments

  1. NVIDIA: the dog who chewed its own leg off and threw itself a bone. Winter is coming and the snow is made of bullshit.

  2. Could you imagine investing in these horrible data centers. It is like being an employee of the devil. Good luck.

  3. You just backed me up on why I’m in cash. I have lots of “dry powder” and I’m expecting a sell off or crash in September or October.

  4. knowing when the “smart money” flips from valuing companies based on hype to valuing based on fundamentals is the key to the whole thing. unfortunately nobody seems to be able to predict that occurrence accurately.

  5. NVIDIA is still in the “demand far exceeds supply” phase.
    Until then the stock can still go a lot higher before the analogy starts to matter.

    1. Yeah a gd 5 trillion company didn’t get there being stupid, only a few of us have sense enough not to listen to this BS !

    2. If Dolphin Meat Tuna Co. loaned it’s customers money to buy its Gourmet Flipper in a can, and say it tastes just like fish they’d be in high demand too. It’s all fishy and smelly with a waft of bullshit

  6. Nvidia took a big hit on the Korean stock exchange based simply on a press release by china that they were close to cracking the secrets of advanced hyper ultraviolet lithography.

  7. There are many patterns of past companies like General Electric , Nortel Communications, and Enron.

  8. All these so called purchased GPUs are sitting in warehouses waiting for data centers that will NEVER be built.

    1. The question is, are those already paid for and Nvidia is just holding them for the customer until they get their data center ready? Then Nvidia is fine.
      If there is a problem, it sits in the “accounts receivable.” Those are the ones already sold but the customer has not paid for them yet.

  9. What was not explicitly stated, is the money Nvidia is lending is used to buy Nvidia chips. They are inflating the bubble to maximize short term profits. Unfortunately for them, China is deflating the bubble by producing lower cost models and infrastructure, so it won’t last long.

  10. Nvidia had a major rejection technically this Friday. Unchanged for the week. When it double tops like this the odds are higher for a down move as well.

  11. Hey George, I hope you see this comment. I think Wall Street is much smarter than they used to be at managing risk with these stocks. Analysts have been calling for Nvidia shares to be 300-350 for years and I believe they intentionally sell the stock down because they know an implosion from 350 to 100 would be unsurvivable for the market and the S&P. The share price hovering around 185 to 215 which it has done for years is survivable if it corrects 50% and wouldn’t cause a catastrophic chain reaction selloff like in 2000.

    1. I’ve been heavily invested in tech for the past few years. Should I trim my winners given today’s market, or just let them keep running?

    2. @LiorenMaeveHollis A solid strategy goes a long way. I was in the same position with about $1.4M, and sticking to my CFP’s plan has me up roughly 37% this year.

    3. @ZoeAlden-h5u Not many people mention Amy Beth Dunn, but she’s worth researching if you’re serious about investing.

  12. 60 day receivables grew by 21 billion in the last quarter. And there you have the bottom line, no bottom line.

Leave a Reply

Your email address will not be published. Required fields are marked *