NVDA, AMD, INTC, AVGO - Buy or Bail?
@JC888:
Sell #1 - Nvidia. On 30 Apr 2025, Seaport Research Partners, Analyst, Jay Goldberg recommended a “Sell” rating of $NVIDIA(NVDA)$. His arguments: NVDA has been a big winner in the current artificial intelligence (AI) boom. Excitement and good news about the company is already reflected in its stock price. In other words, NVDA is too expensive now and does not have much room to grow further. NVDA’s shares have already dropped about -21.25% YTD (as of 30 Apr 2025).. (see below) Nvidia stock price - YTD Risks for NVDA may include - (1) difficulty & high cost for customers to set up Nvidia’s systems, (2) challenges with cooling and managing the supply chain, etc… Some of NVDA’s largest customers are starting to make their own chips, that could redu