Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
I’m assuming it’s not because the stock didn’t pop… (or could the stock still pop…?)
Dunno. Curious to hear the thoughts of others on this matter.
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
The Swiss National Bank is betting big on tech.
Technology and communications holdings have grown 16.6x since 2014, reaching a record 47.9% of its $191.4B US equity portfolio.
Its largest positions: Nvidia, Apple, Google, Microsoft and Amazon.
📌 For those of you who want to see a detailed breakdown of this information (Top 1,000), find the full data here.
Some people say that NVIDIA is already too big and that the market simply doesn't have enough money to push its market cap much higher. This is a misconception.
For simplicity, suppose NVIDIA neither issues new shares nor buys back existing shares. When NVIDIA's stock trades on the secondary market, money doesn't disappear from the market just because NVIDIA's market cap goes up. The money simply moves from the buyer to the seller.
Take Apple as a real-world example. In 2012, Apple became the world's most valuable publicly traded company, with a market cap of around $600 billion. Ten years later, in early 2022, Apple's market cap reached $3 trillion. Clearly, even the world's most valuable company can still have significant room to grow.
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
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Michael Burry has been super bearish on NVDA and his main reasonings were 1. Circular financing 2. High Depreciation cost of AI accelerators.
Literally those two points have been fully rebutted and turned out to not be true by yesterday’s news about Nvidia’s partnership with huge private credit firms and funding $500B of outside money into the AI infrastructure investments. Not to mention the fact revealed from Coreweave’s earnings call yesterday that they were able to rent out 6 yr old GPUs at a higher rate.
But regardless of these points, Burry still comes out yelling circular financing issue and maintains his long OTM put options position on NVDA. Does he enjoy losing money? Maybe I’m missing something? Please Help me understand this guy’s logics.
Source: https://x.com/michaeljburry/status/2087574948793450821?s=46&t=N46tXqexD1daG0tPoCPTDQ
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