Aenon
01-15
$NVIDIA(NVDA)$  


Semi bullish and Semi bearish.

Overall bullish as they will be the intel liek when they are in their Hay days, 

Long long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks.

Not that responsible by Jensen and Zuck to dismiss Quantum.

But if anyone can do it. It will be Google. It's the most underrated$Alphabet(GOOG)$   company as well. Not getting sued for monopoly for nothing.

$NVIDIA(NVDA)$  is also monopoly in some way. But with the big BAN ongoing, am sure a lot of sales will still happen but not reported. So a lot of black market and unreported profits. Stupid to ban actually... lost in taxation income. Coz we all know it will still be sold in one shape form or another.


White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?
Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate. ------------- Can Nvidia manage to solve the problem and safeguard its status in the semi industry? How much will Huawei's new chip affect Nvidia? Will Nvidia ramp up US investment? How will this mean to the stock?
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Comments

  • Tigerous
    01-15
    Tigerous
    Will surge before they drop again
  • Aenon
    01-15
    Aenon
    Agree too. They hit a ceiling now. Esp w the ban. Let’s see.
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