You tell them NVidia, your GPUs are so advanced you are not allowed to sell them to China, Google is just now trying their hand at Processor manufacture. Good luck to them. Maybe with the extra cash Nvidia should move in on Google's key business. As for Michael Burry, whatever his name is, he may have been right about 2008. But a broken watch is also right 2 times a day. He lost his fund and is now trying to sell his publication, so he needs to make a splash.
What is to stop Nvidia making TPU chips to? The market gets jittery over everything. Anyone needs to just look at NVDia's balance sheet as they have the capital and expertise and experience in chip design to move into and dominate in that area as well.
Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.[Happy] so he was right in 2008, so what? Nvidia will do well. They shoukd just state this and keep up with the great results and ignore the critics.
A correction is always good. It will shake out the speculator, the over leverager and the crowd follower. When the dust has settled, those with the means will scoop in to buy at a discount.
US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless] [Sad] [Spurting] [Spurting] [Spurting]
I lost about $1000 and stayed up most nights. not fun but a rapid learning experience. only trading for 3 months. but I have learned heaps. I might be about enjoy my first large market crash. But I can see the potential to make this a profession. Will get professional training. it is fun and a chalkenge though. Although my wife get sick of hearing about it. [Happy] [Happy] [Cry] [Happy] [Cry] [Happy]
warren buffet quote - it's only when the tide goes out do you find out who's been swimming naked. I better watch that leverage. Nvidia i am sure will deliver but the fear felt is internal and not rational so I am not sure whether it will be enough no matter how good it is.
Trumps no bailout comments make sense, but then stop blocking Nvidya chips bring sold to China. Holding it back from making a profit. Otherwise NVIDYA should go offshore.