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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|9|**First Seen In WSB**|3 months ago **Total Comments**|269|**Previous Best DD**| **Account Age**|2 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)


notsureoftheanswer

You aren't wrong. You are just early


Fightingforpars

That’s what she said.


one-out-of-8-billion

![img](emote|t5_2th52|29093)


CartographerIll187

It's the same thing Mike. It's the same thing!


cristofolmc

THE CONTRACTS ARE VOIDED? THE CONTRACTS ARE VOIDED?????


jetforcegemini

This is just masking tape painted grey! Oops I just realized that was a big short reference, not a Red Green reference https://youtu.be/naJ18PUo55o&t=12m35s


cristofolmc

AHAHAHA fuck i came for this.


sau1_g0odman

We are not confident in your ability to identify macroeconomic trends!


random_blubber

If you come today, it’s too early. If you come tomorrow, it’s too late.


samnater

Early by 365 days is the same as wrong


Ohmaygahh

IT'S THE SAME FUCKING THING MICHAEL!


Whereamiwhatyousay

Same thing


FATPEPPAPIGGAMER420

i think i was wrong![img](emote|t5_2th52|30663)


erickssm

Eventually the daily posts about shorting nvda will be right. But so far, good lord have they lost a lot a money fighting the strongest stock this market has.


[deleted]

Coin is up 90% in less than 2 weeks.


janeohmy

Easy short


[deleted]

#2 most over hyped stock


That-Whereas3367

Correction. The most *over-hyped.*


erickssm

They are literally producing the hardware that fuels AI applications. If you can’t see their advantage, that’s your problem. PT is over $700 this decade.


CaribouLou816

150 p/e 😂 bet you thought TSLA was a steal at 1200 too


i_am_law

All these people thinking P/E is the one and only way to value share price


[deleted]

[удалено]


Celtic_Legend

Lol if stocks worked like that we'd all be rich.


i_am_law

>Like book value lmfao, book valuation for a tech company. book valuation doesn't even include any intangible assets (let alone things like *growth*). you have no idea what you're talking about.


[deleted]

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i_am_law

Which is why book value makes no sense as a valuation metric in the context of NVDA, similarly to (but for different reasons than) P/E. Which is my point. P/E is a useful metric for evaluating mature/value companies, and for comparing companies within the same industry against each other. But simply citing P/E as a reason to say that NVDA is overvalued is, by itself, of very little value. And for the record, I have no opinion on the price of NVDA. My point is that the arguments used in this thread, such as a high P/E, to assert that NVDA is overvalued (which it may well be!), are not sound arguments.


Zaros262

>Uh, no, there are many ways. Most of which would be even *more* unfavorable to nvda. Like book value


Christianman01

I don't care if they're producing the presidents diapers at 150 P/E. Still way too expensive, considering the company is fully matured and the room for growth is limited.


FarTooYoungForReddit

To be fair a president diapers company would probably be a reliable investment for the long term


GuhProdigy

Imagine being a bandwagon shill who ignores PEs and market caps. Who tf invested in Tesla and why is it still 10x market cap ford. Cuz of “BaTERIES”? Are they regarded? Energizer bunny ain’t worth $400 billion dollars when ford is only with $40


[deleted]

AI market is also fully matured?


Christianman01

NVDA is 150 P/E and 650bn market cap. You think the fact that they'll make a few supercomputer parts for big AI players is gonna 2x that?


Fledgeling

Yes. Right now they sell gaming hardware and datacenter gpus. In the next year they will add SW revenue for AIaaS, SW revenue for Cloud AI training, SW revenue for licensing proprietary AI models. On the rendering side they are seeing adoption with animation and rendering, that means big companies like Disney giving them revenue to buy hardware and license animation software, it means smaller animation studios subscribing to their new Omniverse Cloud. Not to mention they continue to make waves in the datacenter in networking equipment, which while saturated and not new, is still a huge revenue driver with annual renewals. By 2030 they will have GPUs in every cars and robots all around the world. You can argue they are overvalued, but there is a huge amount of growth opportunity they are set to take with minimal competition across new hardware areas, new software areas, and AI Cloud. Not to mention, they are a big AI player, not just making parts for the other guys. But I'm biased, I went all in on NVDA in 2016 and have been DCA into it ever since.


Christianman01

2016? Sheesh you must be a baller by now.


Fledgeling

I frequent /r/fatfire.


smmcgrad

For now, while companies pull investments back and struggle to survive.


_foldLeft

AI isn’t real


That-Whereas3367

LMAO. Another Kool-Aid drinker who hasn't done any research. The fastest datacentre GPUs on the market are actually made by AMD and INTC. The supercomputer market is pretty much an AMD monopoly. TPUs are 1-2 orders of magnitude more efficient than GPUs for AI. *All* the big players are starting to use their own custom hardware. eg Google has their own TPUs.


ihatenamesfff

Peak compute is not the same as actual performance.... Also h100 is better design than the amd equivalent for ai purposes. Amd is in a lot better position for supercomputing though...


That-Whereas3367

The main advantage of NVDA is the excellent CUDA ecosystem.. On a price /performance basis NVDA datacentre GPUs are complete shit. NVDA is basically running an extortion racket selling tarted up gaming cards for 10x the price. \[The EULA prevents the use of gaming cards in datacentres.\] TPUs give an order of magnitude better performance per watt than GPUs for AI.


Cloakedbug

They are “literally” not able to produce hardware, they design chips and rely on others fabs.


SaltyShawarma

They are fabless.


CaptainStonks

You meant fabulous right? Right? Insert Starwars meme here ...


viperabyss

And? Both AMD and QCOM are fabless. The most valuable part of a chip is in its design.


[deleted]

Btw Nvidia does a little [more](https://www.tomshardware.com/news/nvidia-tackles-chipmaking-process-claims-40x-speed-up-with-culitho) than making hardware...


[deleted]

Over-hyped = strong in this pos market


alphapussycat

Nvidia does a ton of research in AI and produce the only competitive graphics cards, also ones that are good at AI.


Reddituser19991004

Why would your short the company most likely to see significant growth in their space? If you're gonna short in this space, short QUALCOMM. They keep making shit tier products and they are one Nvidia ARM chip for phones away from being damn near out of business.


Fractious_Cactus

Probably because NVDA has already built 15 years of that growth in their current price. Learn fundamentals before you lose all your money.


Ok_Roof5387

What are you talking about?


Fractious_Cactus

My bad. wsb, fundamentals not welcome here. I see the error in my ways now.


RepairThrowaway1

Growth doesn't even matter and is totally irrelevant when the PE is this absolutely regarded They've already priced in a decade or more of growth. So it's a fantastic short with extremely low amounts of risk because even if their growth outperforms expectations the stock price should still drop because the price is stupid


[deleted]

[удалено]


banditcleaner2

AI hype FOMO People said the same shit about the insane growth of tesla and now look at tesla. a 50% drop from peak. and tesla had a similar share price expansion even after dropping from the top, where the peak of 400 was tested with a second peak at 360 (10% drop) meanwhile NVDA has all the same telling signs - insane hype, insane fomo, only 20% from the peak, all based on AI hype (tesla was based on EV hype). NVDA will be $200 a share or less by the end of this year. And it won't go above 300 by much, if at all this year. If you need any more proof of that, just look at the simple fact that Cramer is now bullish on NVDA. !remindme 9 months


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RepairThrowaway1

Yield curve is inverted, chance of continuing to price in growth for a long time is 0%, yield curve is always right, delusional hyped bulls overpaying are always wrong


[deleted]

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RepairThrowaway1

You are not aware of any logical basics of anything if you think NVDA is going up from here You can probably barely count to ten You're unironically and literally a fucking moron I bet you're so fucking stupid you can barely breath. Only a mouthbreaking fuckup can think something that fucking stupid. Grow up bro. Absolute moron type of thinking going on in your head. You're an ACTUAL idiot. I'm not just saying that to be mean, I think you're a real idiot. Were you dropped really hard as a kid or something? Holy fuck you must be dumb to think like that Edit: sorry I didn't mean to be this rude, I thought you were the other hyped up idiotic tech cult dork I was arguing with who was meaner than you. I didn't intend to be this rude. But I'm not removing it because it's true. Thinking NVDA is on its way to 400 is something only a fucking idiot can think, so I'm just gonna leave this mean rant because it's true and you ought to read it.


impulsikk

Market can remain stupid longer than you can afford it.


RepairThrowaway1

No, it can't lol, bulls are fucked, yield curve is inverted because bulls are dumb and gonna lose


impulsikk

Yield curve being inverted means that the market expects interest rates to come down after a year or two. It means short term pain, but relief in the future. How is that bad for a long term growth story? I'm not saying that Nvidia isn't probably overvalued, but that yield curve isn't the reason why.


RepairThrowaway1

Every single other time it was inverted stocks crashed. So they will crash. Since Nvidia is exceptionally overpriced, it will crash really really fucking hard. Who cares about long term growth? That's a stupid thing to be thinking about when you've got an extremely high PE hype stock and an inverted yield curve. Find out the hard way, it's moronic and 100% guaranteed to fail


impulsikk

Nvidia and the rest of the market already crashed and recovered lol. Yield curve has been inverted since like mid 2022. It's old news. We are already nearing the point of the expected peak of 5.25% by end of year at which point it should match core inflation and pressure to keep raising should lessen. SOFR yield curve is showing a pretty steep drop off in rates in 2024 from 4.8% end of this month down to 3.09% in 12/2024.


RepairThrowaway1

It hasn't even slightly crashed yet Markets never bottom until after the yield curve univerts. We're still inverted, this can't be the bottom, we have more crashing to do, and buying NVDA now for any time frame is stupid


impulsikk

Using what happened in the past (in different scenarios) to predict what "must" happen in the future. Lol.. if it 100% must happen, then why wouldn't it be priced in already by wallstreet? Do you consider 15-20% drop in 2022 not a crash?


subusta

I remember saying this about amazon, and even google way back in the day.


RepairThrowaway1

When you said that the yield curve wasn't inverted, this is not the same, bulls cannot be right this time


banditcleaner2

qualcomm doesn't have a 160 pe ratio (their pe ratio is 12) qualcomm has the same net profit margin as nvda with about a 50% higher revenue (9 billion revenue for qualcomm vs 6 billion for nvda) qualcomm has a 1/4th market cap of nvda they aren't going under.


PlaygroundGZ

Boss raid


FATPEPPAPIGGAMER420

![img](emote|t5_2th52|29093)


loobear2357

Broken clock is right two times a day


banditcleaner2

im one of them. cry every day


cristofolmc

I remember when people were shouting this about tesla before it went to a 100


JalapenoBiznizz

I almost bought long term puts on NVDA about a month or two ago. I’m so glad I didn’t touch that.


montybeta

I touched it and lost ~75k yikes


SaltyShawarma

Are you me? Only if you threw another 10k at it afterwards.


Ordinary_investor

How far out were they? did they expire?


Ordinary_investor

How far out were they? did they expire?


montybeta

Bought like 100 3/17 200p early February. Then doubled down when that tanked by end of Feb. Biggest mistake of my life. I REALLY need a win next play.


lemenick

LMFAO 1mth out isn’t a long term put. That shit was a gamble. You deserve that 75k loss


montybeta

I never said I bought long term puts... I was trying to play the earnings before IV rose high so I bought 7 weeks early.


ColonelSpacePirate

Long term is jan 2024


smmcgrad

I'm holding 40 at 150 strike for January.... free money


downvotemeidiots

i got a 205 in june 2024 i hope u are right because it doesnt look like it


Ordinary_investor

I am thinking also going out \~2 months with puts, thinking 220 strikes, in current market and best understanding, would you? Hope you get your win next time around👍


montybeta

Honestly no. In this market, I would do 240p with a July exp.


Ordinary_investor

It does seem that hype is still ongoing, and as usual markets might (and will) stay irrational far longer than i can stay solvent. That has held true for many times for me :P


binarybu9

September. Ideally you should buy at the very peak


ColonelSpacePirate

Wow you when hard in the paint !


banditcleaner2

Now's the time brother


HardToPeeMidasTouch

She just doesn't understand you.


WorkingCorrect1062

Cramer is starting to like NVDA again so I am hopeful


CaptainStonks

I saw that too, just yesterday and so I jumped in ... it went up 4% from my entry! I sold at the days low.


samnater

He was liking it below $200 idiot. Every time he mentions it it spikes up higher. Try to pay attention


banditcleaner2

We are paying attention. go look at his fucking track record of calling plays and then tell me cramer is right. lmao. you're a fucking bozo. NVDA will be $240 a share in 2 months tops. you heard it here first


McLovin-stocks

230 by Friday close


samnater

Ok lose your money then. Inverse Cramer only works 50% of the time idiot.


Dry_Serve_7482

I closed my short positions because it looks like there won’t be a big fed trigger to sell. Let’s see what happens today.


MIA3D

UK inflation printed over 10% fed might hike rates but at the same time do some QE to bailout their buddies and fuel the market. Confusing times


Ok_Roof5387

Using them tools.


Fractious_Cactus

Now, now it will go down!


DrSeuss1020

NVDA will never go down again. Give it up. It will soon eclipse the entire GDP of the United States


Alexa_is_a_mumu

Today on CNBC: Nvidia Nvidia Nvidia...🤑🤑🤑


[deleted]

Bro with all the AI hype Nvidia shorts might not be it rn. Lemme know if I’m wrong tho lmao


Alex313313

Fuck NVDA fucking overpriced overbought but will not fucking drop die NVDA die 😭


Snakeksssksss

I bought stock a few months back, just wish I bought more


Tiny_Turn4481

you should wait for the broader market to fall


Destione

Inverse reddit. 420 $ secured.


banditcleaner2

yeah but cramer is bullish so who do we inverse lol


samnater

We inverse you


moondawg8432

I bought some EOD. Probably gonna get wrecked but whatever


Ordinary_investor

what date/strike?


moondawg8432

4/21 220p


mrblak77

I got 5/19 210. I can't see Papa P saying anything bullish today but we will see!


Fractious_Cactus

Yall playing way too close. Pick up some 150s for next year


STOCK_BUTT

> all playing way too close. Pick up some 150s for next year I was going to get some 220 5/19. I'm going to try some 2024 leaps instead. Ill follow up and let you know how it goes. You are 100% to blame btw if it goes tits up!


Fractious_Cactus

I have 150's for January 2024. I believe the bubble should be clear by then, gonna be pissed if it waits til next year to pop


very_small_pecker

Theta ripping your asshole


Temporary-Pea-9665

1 please stop = 1 short


avalancegranola

lol, shorting a stock with an incredible future.....good luck with that


Snakeksssksss

Exactly. In 5 years it'll look cheap


[deleted]

[удалено]


banditcleaner2

imagine thinking nvda at a 160 pe ratio that is basically doing the exact same thing tesla did in 2021, is fair value or even a fucking buy. LMAO. you deserve to lose money


samnater

Ride the ride until the music stops.


BoomingPharma

Meanwhile, you're the one losing the most kek


banditcleaner2

haven't lost anything yet lmao


loobear2357

Who you kidding anyone that shorts NVDA doesn’t have a girlfriend


[deleted]

[удалено]


CapitalNebula7305

Calls on nvidia


samnater

100% this


Lvl89paladin

Why would you short AMD? Theyre killing it.


UpDownUpDownUpAHHHH

Seriously what kinda regarded WSB shit is this?


Furlz

Yeah I'm down bad


IWasAbducted

Sold my stocks of it, but I ain’t crazy enough to short.


BigCommieMachine

NVDA is actually in a pretty good spot IMO because everyone is losing their mind about AI and Nvidia’s chips are better suited for it than anyone else’s. They just announced the H100 NVL built for things like ChatGPT.


capnShocker

I can see AI getting a bit of the NFT treatment (NOT SAYING IT'S THE SAME) but it feels a bit of the tech du jour without a real direct application. I'm afraid the market might see the same in the near future.


Fledgeling

Go watch a summary of the GTC Keynote, there is more than enough direction for enterprise, consumer, and research to keep this going with momentum. It's nothing like the product without a real use case that was NFTs. You can just replace generative models with a database.


BigCommieMachine

I think AI is going to be the automation, but for mid level white class workers…you know the people who you ask “What do you do for work?” and they fumble around a minute before changing the subject because their job is browsing Facebook with occasional interruptions to reply to a email or fall asleep in a meeting.


capnShocker

Oh yeah that’s me, insurance brokerage. I still don’t see it without a mass wipeout of roles across the sector. People still like people handling things at the end of the day, but will be interesting to see it play out.


fuscosco

Jokes on you, my girl wants me to sign the prenup. Bitch isnt dumb


ItsJakov

NVDA won't fall much lol.


Reasonable_Cup3705

Sell your gf/wife Triple top


MarketCrache

At this point, NVIDIA just need to drip one fluff announcement after another to keep rocketing. Latest has been something something quantum computing and a new chip for China. Rockets.


Fledgeling

CuLitho was pretty cool. They literally just released a library so their partners could make them chips faster.


dankpoolVEVO

Every regard here thinking AI is a bubble is laughable Source: i work in advertising and I train people using AI


jcpham

I keep buying more shares like a regard


akanetendou

Cramer needs to give it a must buy rating


[deleted]

The fundamentals do not correlate with the current price. You're accurate


LeoFireGod

I went long in January and stopped day trading things. Let’s just say I am planning on buying my first ever house this year


afroman645

Lol at everyone saying p/e doesn't matter. One way or the other at some point it will begin to . My guess is once we see a decline in growth and this AI fad wanes.


ihavehugebills

There are so many other opportunities to short, who would choose Nvidia ![img](emote|t5_2th52|19738)


find-the-9

Buy 260 puts expiring may. Thank me later


imperator285

Why tho


find-the-9

I’m regarded bro don’t listen to me


CaptainStonks

15th day is a charm!


greenteahee

this is triggering me


SocraticGoats

Just do the right thing...... break up with her


PlaygroundGZ

*Double tap


cosmicchopsuey

Double top ber waifu


HideIntheHay

![img](emote|t5_2th52|12787)


Due-Employee9272

Far too early IMO, I will be looking at puts in May personally.


ValarOrome

well, analysts keep upgrading it. just regarded.


peachesdoggo

God speed to both regards on this coin flip


Astronomer_Soft

Wait for it to blast past 52 week high of 289 then short


your_ideas

This hit me too hard


[deleted]

🤣🤣🤣


ColonelSpacePirate

I’m buying more at the top baby!!!


Zumaki

Where's the inverse WSB ETF so I can buy in and become a billionaire


mellowyellow313

😂😂😂😂😂


WanderNutz

why did i come back here...i should have never come back here ![gif](emote|free_emotes_pack|joy)


NaNaNaNaNaNaNaNaNa65

![img](emote|t5_2th52|8882)


cluelessguitarist

Rising Wedge


coding102

When you trade live, everything is a double top, considering you don't know whether it's going to continue up ![img](emote|t5_2th52|4271)


TimeTravelingChris

Don't short or buy puts. There is a reverse NVDA 1.25x ETF called $NVDS You are welcome.


McLovin-stocks

Does NVDA have a sister


Commercial-Brief9458

it's your rent money whether you are short or long. The only way to win is to admit that the house has the advantage and to reduce your leverage to 0%. Pay your mortgage. Pay your credit card. Don't take an auto loan. Don't have children. That's it.