JimmyHua
04-15

$NVIDIA(NVDA)$

Cathie Wood’s moves often make headlines, but I’m staying cautious on Nvidia.
The stock is already priced for perfection after a massive run-up.
Even a great company can be a bad investment if bought too expensive.
Her past exits from Nvidia raise questions about conviction.
High-growth names are great, but I prefer value and stability right now.
Nvidia’s current P/E ratio makes me nervous, especially in a high-rate environment.
What if AI demand slows or competition heats up?
I’d rather wait for a pullback or invest in other AI plays with more upside.
Cathie’s vision is admirable, but I’m not convinced on timing.
Sometimes, not following the crowd is the better move.

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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Kum Weng
    04-16
    Kum Weng
    should be bearish till 90 - 92 before going head up. Trump is like the chaos time villian.
  • HiJoeW
    04-15
    HiJoeW
    的确,在多次受伤之后,都学会了保护自己
  • MrDividend
    04-15
    MrDividend
    This sounds so ChatGPT…
  • dong123
    04-15
    dong123
    Great insights and perspective! [Smart]
  • Sonsonkok
    04-15
    Sonsonkok

    Great article, would you like to share it?

  • Sonsonkok
    04-15
    Sonsonkok

    Great article, would you like to share it?

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