vuvence IX
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Yeah nah, I am long on Nvidia. It has way too much AI useful IP. At a fundamental level it ultimately comes down to moving and organising groups of electrons as fast as possible without overheating the chip. This requires hardware and Nvidia has cut its teeth for 3 decades with GPU's with very hardware intensive end use in gaming, similar to AI. That is why I am long on Nvidia.
If Nvidia is years ahead then as long as they lead the R&D of the hardware, they can re-enter China with new products in the future when the political situation is more favorable. This could also be one of the cards President Trump holds for his future trade negotiations.
Why Nvidia Canโt Just Quit China
Great informative article. China is good at playing the long game and their political structures suit a long game. Where as Trump only has 2 or 4 years depending on mid term elections. Did he need to impose tarrifs on China, he did need to show that he means business, so I guess he talked himself into it.
@Mickey082024:China: U.S Poking The Wrong Panda | Massive Warning Sent!
As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
Trump Says He May Change His Mind About Firing Fed Chair Powell
Replying to @vuvence IX:the bottom will be when the AI hype bubble deflates, it does not have enough surface tension to burst. When NVidia drops below 155 we are there.//@vuvence IX:looking a buying deep itm call with 1000 days expiration when it bottoms out.
@HRHRHRHR:$Microsoft(MSFT)$ $416 now... back to Year 2024 prices.. Imagine holding this stock till Jan 2026 and getting nothing in return ๐
So tempted to add MFST but gut feeling says geopolitics will cause the stock to fall much lower.
looking a buying deep itm call with 1000 days expiration when it bottoms out.
@HRHRHRHR:$Microsoft(MSFT)$ $416 now... back to Year 2024 prices.. Imagine holding this stock till Jan 2026 and getting nothing in return ๐
So tempted to add MFST but gut feeling says geopolitics will cause the stock to fall much lower.
Nvidia, will consider getting in at about 155 if it gets down there in the next few months.
Nvidia Sell-Off a "DeepSeek Moment," AI Revolution Just Beginning, Wedbush Says
It is important that the Fed stays neutral, even if The President did call the chair a stiff. Without this strong neutrality the dollar's credibility will diminish. I am happy that Fed Chair Powell is holding the line, despite the Presidential gaslighting.
Fed Keeps Rates Unchanged, Sees Two Cuts in 2025 but Less Easing in Later Years
$Apple(AAPL)$ I will probably look at going long if it gets back to the $170's
If we are real foresighted entrepreneurs we might look at what the auto industry did over the last century. When I was a kid 50 years ago, cars were shit. Today they just about make you breakfast. The auto I dusty lifted thier game in my lifetime to the benefit of many.
@Barcode:$ARM Holdings(ARM)$ $AppLovin Corporation(APP)$ ๐จ๐ค๐ All About the Aโs: ARM & AppLovin Attack Expectations Afterhours ๐๐ค๐จ A heavyweight earning double-header is on deck, and the spotlightis squarely on two algorithm-fuelled architects of tech disruption: ARM Holdings ($ARM) and AppLovin ($APP). Both report after market close today, and both carry the weight of the AI rally on their shoulders. ๐ ARM Holdings ($ARM): Royalty on the Rise โข Expected Revenue: $1.23B โข Expected EPS: $0.52 โข Reporting: After market close, 08May25, ๐ณ๐ฟNZST ๐ EPS History Q2โ24: $0.06 Q3โ24: $0.28 Q4โ24: $0.29 Q1โ25: $0.43 Q2โ25: $0.50 est Q3โ25: $0.52 est โ Rapid ramp-up in profitability with momentum holding into FY25 ๐ Revenue T
AI will never replace human creativity, at best it will be a cover musician, perfecting things. At some point for say eg: WallMart, this investment has to result in people buying more stuff.
@Travis Hoium:Does Our Humanity Matter?
This is very comforting news for long holders of Alibaba stock and helps in a down time not to panic sell.
@Jo Betsy:$Alibaba(BABA)$
Will he take a 10% stake in CVX and XOM?
Donald Trump Is Meddling in Markets. It's a Dangerous Line to Cross
Waiting to go back in about $90
ok will buy the dip.
@Barcode:$ARM Holdings(ARM)$ $AppLovin Corporation(APP)$ ๐จ๐ค๐ All About the Aโs: ARM & AppLovin Attack Expectations Afterhours ๐๐ค๐จ A heavyweight earning double-header is on deck, and the spotlightis squarely on two algorithm-fuelled architects of tech disruption: ARM Holdings ($ARM) and AppLovin ($APP). Both report after market close today, and both carry the weight of the AI rally on their shoulders. ๐ ARM Holdings ($ARM): Royalty on the Rise โข Expected Revenue: $1.23B โข Expected EPS: $0.52 โข Reporting: After market close, 08May25, ๐ณ๐ฟNZST ๐ EPS History Q2โ24: $0.06 Q3โ24: $0.28 Q4โ24: $0.29 Q1โ25: $0.43 Q2โ25: $0.50 est Q3โ25: $0.52 est โ Rapid ramp-up in profitability with momentum holding into FY25 ๐ Revenue T
$NVIDIA(NVDA)$ Yes it could easily dip down to $100. Fear is dominant in the market at the present. This is why it drops so fast. Fear vs FOMO.
Please Mr President leave the Fed Chair in place. Generations to come will thank you for this one act of restraint. I also think moron is a bit harsh for Mr Powell, even if he is Mr too late!!!
Trump: Fed Board Should Assume Control If Powell Won't Lower Interest Rates
$BABA-W(09988)$ Sorry BABA, have to say goodbye, -7% rule kicked in. Will see you again if you dip below 100.
$Alibaba(BABA)$ I think Jack Ma's BABA is looking good for a long investment. It is down a lot since 2022, but that covid period transformed work/life/shopping into something more flexible that is fit for purpose in the 21st century and Alibaba is part of that narrative. This in combination to the ATH back then has not even factored in the recent global AI investment. A company this size allowing direct access to the Chinese economy is now a very attractive long position.
Thankyou Mr. President, we need this certainty.
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