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Every quarter I see a similar analysis, similar projection. Yet, they keep posting these insane numbers. Everyone knows it’s a bubble, the problem is determinin
by shubhamjain 20d ago
Every quarter I see a similar analysis, similar projection. Yet, they keep posting these insane numbers. Everyone knows it’s a bubble, the problem is determining the top. Nvidia is continuously showing the top is far far higher than everyone imagines.
- tuesdaynight 20d agoI don't get why people say Nvidia is a bubble. They are selling products now, not in the future! If AI market collapses (I doubt it will happen), they will still be selling GPUs. They will make less money, but that is expected
- manquer 20d agoBubble means inflated not fake, i.e when they make less money their stock will crash and bubble will pop, which is what people buying the stock today are concerned with , is this going to hold
- order-matters 20d agothe bubble doesnt mean they are worthless only that after a pop the value of stock will drop significantly. it is out of their control if people overvalue the stock, and thats what creates the bubble which will eventually need to pop for self correction - but might trigger a massive oversale bringing the stock below actual value and causing all sorts of problems that will challenge the solvency of the company (basically challenging their liquid funds vs how much debt that they backed to their stock value). if they survive that then a bounce back is expected and buying while they were low would get you profit again. if they overleveraged themselves during the bubble bc they bought into the hype themselves, then they could face serious financial troubles and be susceptible to getting bought out.
- tuesdaynight 20d agoBut isn't that supposed to happen when you create a hit product? I imagine some people said similar things about Apple when iPhone started selling like water, but I don't think that it was the majority like here