$NVIDIA(NVDA)$ Semi bullish an

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.

Add Nvidia at $90 or Time to Liquidate Position Now?

The semiconductor cycle typically lasts 3-5 years, and since 2008, the global semiconductor market has gone through four complete cycles. The current cycle bottomed in Q1 2023. Some argue that this semiconductor cycle has already ended. While NVIDIA’s PE ratio is relatively low, the impact of Blackwell may lead to lower gross margins, potentially causing its PE to rise next year. ------- How do you view this semiconductor cycle? If NVIDIA drops below $100, would you add to your position? Or would you wait for the next semiconductor cycle to restart before investing?

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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.

Leave a comment

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Coz we all know it will still be sold in one shape form or another.","highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":2,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/392821292662952","repostId":0,"isVote":1,"tweetType":1,"viewCount":1352,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":674,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":392837797847552,"commentId":"392837797847552","gmtCreate":1736931589136,"gmtModify":1736935549588,"authorId":4195362055063892,"author":{"id":4195362055063892,"idStr":"4195362055063892","authorId":4195362055063892,"name":"Tigerous","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":392821292662952,"objectIdStr":"392821292662952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Will surge before they drop again","text":"Will surge before they drop again","html":"Will surge before they drop again","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":392937448738936,"commentId":"392937448738936","gmtCreate":1736956364392,"gmtModify":1736956369722,"authorId":4096954397979090,"author":{"id":4096954397979090,"idStr":"4096954397979090","authorId":4096954397979090,"name":"Aenon","avatar":"https://static.tigerbbs.com/5f68c79feb70bd0e2aba2d7aec25d3e0","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.15","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.26","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":392821292662952,"objectIdStr":"392821292662952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Agree too. They hit a ceiling now. Esp w the ban. Let’s see. ","text":"Agree too. They hit a ceiling now. Esp w the ban. Let’s see. ","html":"Agree too. They hit a ceiling now. Esp w the ban. Let’s see. ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/392821292662952"}