u/Few_Preference6697

Max G3 US : Amazon or direct from Segway.com?

Thoughts? Which one would you think has the more updated manufacturing date & possibly gone through more inspection for defects before shipping based on your experience?

Purchase from Amazon (sold directly from Amazon) or Segway.com?

I purchased my G2 from their original indiegogo campaign, so don’t have experience buying from Segway.com directly. I think my G2 was number 167 off of the manufacturing line & still runs great after all these years! Hoping to get a G3 with the same longevity.

reddit.com
u/Few_Preference6697 — 10 days ago

Rubin & Rubin ultra delays

Looks like the Rubin delay rumors were just that, rumors.

X has a number of “online analysts” spreading rumors that got picked up by WCCFTech:

https://wccftech.com/nvidia-rubin-rubin-ultra-platforms-facing-design-spec-issues-amd-mi500-positioned-for-2h-2027/

Then it was quickly debunked a few days later:

https://wccftech.com/nvidia-squashes-vera-rubin-rumors-first-shipments-rolling-out-in-july-to-ai-customers/

https://money.udn.com/money/story/5612/9494013

u/Few_Preference6697 — 11 days ago

Long time Nvidia shareholder , with 30% of my portfolio in it.. is it just me or has Nvidia been unusually quiet with no real news over the past 3 weeks? No Jensen interviews… no large agreement news .. no China news confirming/revising Lutnick’s testimony.. basically nothing aside from the open source model news. Not sure what to make of it.. good or bad.

I do know we are being outpaced by all other semi stocks that depend on Nvidia to keep the ecosystem churning.. so same old , same old with Nvidia 24x NTM PE while all other semis are more than double that valuation… Marvell @ 42 NTM PE!!

One backwards looking WSJ article about OpenAI should not knock off 10% of Nvidia stock.
I feel like Nvidia needs to come out & defend itself … at some point, long term investors will bail out of the stock if it can’t break out of this stock price & PE range over the past 8 months & at least HOLD the ATH’s.. especially with no dividends .

pls don’t talk about Market cap perceptions. Market cap has nothing to do with valuations ….

reddit.com
u/Few_Preference6697 — 21 days ago