Add Nvidia at $90 or Time to Liquidate Position Now?

The semiconductor cycle typically lasts 3-5 years, and since 2008, the global semiconductor market has gone through four complete cycles. The current cycle bottomed in Q1 2023. Some argue that this semiconductor cycle has already ended. While NVIDIA’s PE ratio is relatively low, the impact of Blackwell may lead to lower gross margins, potentially causing its PE to rise next year. ------- How do you view this semiconductor cycle? If NVIDIA drops below $100, would you add to your position? Or would you wait for the next semiconductor cycle to restart before investing?

$NVIDIA(NVDA)$  Chips I think will get even more expensive and limited I think with control restrictions by US, retaliation by China by putting curbs on rare earth minerals to US. Not sure what is going to happen. Like I said a couple of times will wait and watch until there is some clarity. Will see after the next earnings call of Nvidia. The last one was not that great, mixed as I thought.
avatarRuw
14:13
Stop resisting. Let $NVIDIA(NVDA)$  slip to 70. ffs. 🤬
avatarucuc
14:08
$NVIDIA(NVDA)$  buy and keep if you have a long I vestment horizon and don't need to money in the recent future.
avatarvc29
12:10
$NVDA 20250404 125.0 CALL$ bye bye nvidia for now
avatarGehlotSunny
04-03 22:05
$NVIDIA(NVDA)$  Nvidia (NVDA), once the darling of the AI boom, has seen its stock plummet amid market turmoil. With investors panicking, some are wondering: Could $100 be the perfect buy-in point, or is the selloff just beginning? The Case for $100 as a Buy Zone Nvidia’s dominance in AI chips remains unchallenged, and long-term demand for GPUs is only growing. If the market selloff is driven by short-term fear rather than fundamentals, a steep drop to $100 could be an overreaction—just like previous tech crashes that later saw massive recoveries. Historically, Nvidia has rebounded from sharp declines, rewarding patient investors. With AI adoption still in its early stages, buying at $100 could be like grabbing Apple or Amazon at their lows b
avatarPrabaharan
04-03 21:21
avatarAN88
04-03 20:56
$NVIDIA(NVDA)$  yes and keep long term
avatarJSY25
04-03 14:01
$NVIDIA(NVDA)$  buy at 100,, then another batch at 90... so on ..till it rebounds!!!🎉
avatarJSY25
04-03 14:00
$NVIDIA(NVDA)$  Agreed, in the waiting list.. 
avatardavzo
04-03 04:40
$NVIDIA(NVDA)$   Shanghai's
avatarWendyOneP
04-03 03:20
Keep selling your semiconductor stocks, I will buy them! $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Broadcom(AVGO)$
avatarBtWin
04-02 23:07
$NVIDIA(NVDA)$  is ended version 1.0 but it hasn't starting version 2.0 due to trade war begin today.  Sold i believe "Project " launch delay. It's not end.
avatarPatmos
04-01
$NVIDIA(NVDA)$  I would back the truck with NVIDIA shares anything under $100 a share 
avatarYTigger
04-01
$NVIDIA(NVDA)$  on the way up,.....
$NVIDIA(NVDA)$  keep going up 
avatarPigpen
04-01
Yes, we are going back to chalk boards and abacus. Reign of computers is done
$NVIDIA(NVDA)$ [Breaking] Apple Boosts Nvidia With $1 Billion AI Server Order $AAPL Apple’s $1B purchase of $NVDA Nvidia’s GB300 NVL72 systems signals a major push into AI data centers, reinforcing Nvidia’s market leadership.
$NVIDIA(NVDA)$ Nvidia’s ability to hold $100 this week depends on market sentiment around AI demand. Recent volatility suggests investors are reassessing growth expectations. If earnings or guidance disappoint, profit-taking could drive a pullback. However, strong institutional support and AI-related optimism may provide a floor. Watch for key technical levels and broader market trends. A break below could signal further downside, while resilience may reinforce bullish momentum.
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