$NVIDIA(NVDA)$ NVDA's midday dip was driven by a broad sell-off across the tech sector. The backdrop includes lingering investor concerns over stretched tech valuations and escalating geopolitical tensions in the Middle East. In my opinion, this is temporary and I'm holding long-term. Let's see what the next hour brings.
$NVIDIA(NVDA)$ CEO Jensen Huang mentioned that the second half of this year is going to be very, very busy with Grace Blackwell, Vera Rubin, and they have a surprise new product that hasn't been disclosed yet.
$Tesla Motors(TSLA)$ The facts are pretty clear. For every day and every dollar that gas prices remain elevated, another person becomes a permanent Tesla buyer.
$NVIDIA(NVDA)$ Patience. There's no way Nvidia doesn't eventually join this rally. It looks like the cheapest, most lucrative play in the market right now.
$Tesla Motors(TSLA)$ Why are we so interested in Elon Musk? He's the greatest performer in Wall Street history. It all comes down to the potential of hundreds of trillions, folks.
$Tesla Motors(TSLA)$ BYD is better than Tesla in EVs... Better than Tesla in humanoid robots... Better in FSD because they now use NVIDIA Level 4... Better in solar and batteries... BYD seems better in almost every tangible AI or automotive aspect... But BYD has a P/E of 14 and Tesla is around 400... And BYD is a growing company while Tesla's growth is negative... BYD has a market cap of 13 billion USD and Tesla's is about 1000x that... So something seems off with how the market values these two stocks.
$NVIDIA(NVDA)$ If this doesn’t get you excited about NVDA, you might want to check your pulse. Bears, you should be getting used to this kind of treatment by now.