China was once a major hub for data-center and AI-hardware demand. Losing access after export-controls and political backlash doesn’t just cut a slice of revenue, it slashes a mountain. Now the company has to rely on western demand and cloud growth... — read more 

The AI hype is great until you look at the risks piling up. The valuation feels way stretched, China restrictions keep hanging over us, and any slowdown in data-center spending could sm--k the stock hard. Competition isn’t sleeping either. Feels like... — read more 

SoftBank’s stock slid more than 10% in Tokyo Wednesday, highlighting how investors remain nervous about lofty tech valuations. Nvidia’s shares slid as much as 3.9% in US trading, after climbing 48% this year through Monday’s... — read more 

Every company is suddenly “AI-driven,” and everyone’s pretending we’re on the verge of replacing human thought with code. Sure, it’s all fun while stocks keep climbing, but when reality finally kicks in, and the hype train crashes, the fallout will... — read more 

I’m starting to get nervous about Nvidia. Everywhere I look, people are saying it’s way overvalued, that options trading is turning bearish, and that the whole “risk-on” rally might be running out of steam. I’m just a small shareholder, but it’s... — read more 

I’m holding my Nvidia shares, but I can’t ignore the risks. The stock feels dangerously overvalued, and with it being so tightly linked to the rest of the Magnificent 7, any shock in tech could trigger a cascading effect. AI hype is fueling the... — read more 

You must feel like id--ts right about now?

At least, that’s the consensus among analysts. I, however, remain very skeptical. I own some stock and don’t intend to sell - yet. I’ve already made a solid profit, having bought shares ages ago, back when no one could have predicted the steep growth... — read more 

Hey, I’m pretty new to investing and trying to figure things out. I just read this article about Nvidia and how it's doing really well with AI and chips. Some experts still think it’s a buy even after the huge run it’s had. Anyone here still bullish... — read more 

Given the current volatility, the stock might move as much as 7% in either direction following the earnings release. At least, that’s what market people think. I would prefer my investment not to be that unpredictable. This implies that NVDA is... — read more 

Nvidia’s total revenue over the past twelve months was $130.5 billion, with $115 billion coming from data center sales. While all major tech companies have announced record investments in data center construction for 2025, there’s growing skepticism... — read more 

Wall Street analysts project 54% revenue growth for Fiscal 2026 (ending January 2026) and 23% growth in fiscal 2027. However, it could be well above those growth numbers if the data center market grows... — read more 

With the tariffs imposed on Taiwan too? Where the he-l will they have their ‘unique’ chips produced from now on? Are those chips even unique? The latest Chinese products seem to perform better, including some based on breakthrough technologies. We... — read more 

I don't get some people. I'll be enjoying it when the stock goes back to its peak and above and people who sold in panic start realizing what they did. Let me remind you of the words of the late and great John Bogle: “Time is your friend, impulse is... — read more 

I'm so glad I sold the stock before it started to plunge. The AI hype is finally coming home to roost.

Or is it better to wait until GTC on Tuesday? The price could go either way this week.

The tech sell-off was scary, and while I see the recovery, I'm on the fence about holding onto the stock. There’s still a lot of hype around NVDA, which makes me suspicious. People are being advised to buy the stock, especially now that its valuation... — read more 

Nvidia, the prominent titan in the chipmaking universe, finds itself at an intriguing crossroads. While the world buzzes with the possibilities of artificial intelligence, Nvidia’s latest earnings hint at a pause in the whirlwind of expectations. The... — read more 

The current hype revolves around the positive expectations for the upcoming earnings report. I’m skeptical about the future of Nvidia and other AI-related tech companies for several reasons, the primary one being that it’s clear they can’t easily... — read more 

The reveal of Chinese AI advancements could significantly affect Nvidia’s stock value. After all, the Chinese have achieved a lot with fewer resources, which might impact the value of high-end chips. This shift could have broader implications for the... — read more 

The question is for how long. I’m inclined to sell most shares now. NVDA crossed my personal red line of acceptable risk.

I guess the keynote address at CES 2025 by CEO Jensen Huang did the trick. This stock is still too pricey for my taste, but if you can afford it, now might be the time to buy again. Chances are, the stagnation we’ve seen won’t repeat anytime soon... — read more 

I dumped a lot of money into the stock. I’m afraid when the bubble bursts, damage will be huge. How realistic is the prophesied prospect of Nvidia? I’m aware there is a lot of AI hype, but some of the investment surely must pay off in the end... — read more 

The only Magnificent Seven member that has not yet reported earnings this season is Nvidia. That will change this week. With Nvidia scheduled to report third-quarter results on Nov. 20, all eyes are going to be focused on the AI darling's... — read more 

However, it worries me a bit. I bought quite a chunk of stock a while ago, before all the AI rage. Nvidia has been going through incredible value growth. It worries me that it may all be due to Nvidia having something to show with regard to AI, a... — read more 

And held on to it. Probably one of the best investments I ever made.

The best AI stocks to buy span chipmakers, software companies, cloud computing service providers and technology giants. Capital spending boomed in the June quarter at cloud computing giants Amazon, Microsoft and Google. Tech giants are spending... — read more 

Do you think it’s temporary or it points to Nvidia stock being a rather risky investment over a longer period of time?

https://www.cnbc.com/2024/08/29/wall-street-analysts-say-buy-the-post-earnings-dip-in-nvidia-shares.html

I guess we will know (or at least have the indications) whether AI hype can be sustained until AI becomes a real thing. Big risk here is a very heavy investment in a future promise, nothing less. AI as it is now falls very short of what everyone is... — read more 

How sound the whole AI-related Nvidia business model is? At this point it seems to me that AI truly is more of a hype than the actual tech shift. The amount of money being thrown at AI in expectation of high short term returns actually worries me. I... — read more 

https://www.marketwatch.com/story/can-nvidias-stock-hit-a-high-after-earnings-options-market-says-its-unlikely-dcf3f911

Mark Zuckerberg and Jensen Huang will share the stage at an upcoming AI conference. Nvidia remains positioned to take advantage of the massive market that is AI. It is trading at a premium, but a deserved... — read more 

A ten percent drop in one day is a huge deal. And considering that investors are now seeing major risks in big tech shares, I don't see it recovering soon. I'm not saying Nvidia will go much further down, but I'm not sure that its future is as bright... — read more 

Nvidia's (NASDAQ: NVDA) growth thesis hinges on generative artificial intelligence (AI) -- a tech megatrend sending demand for its advanced hardware through the roof. And according to analyst projections, this booming market has plenty of room left... — read more 

What's a better choice right now? I', asking mainly because I believe Nvidia has peaked and Intel has a lot of potential, but I'm not an expert...

This is a guaranteed winner long term, but it's sadly out of my price range (I don't think four would do much for me.)

Nvidia's stock has skyrocketed more than 200% since the start of 2023. Meanwhile, the company posted glowing quarterly results this month. However, the rally has tanked the value of the stock, even with significant revenue... — read more 

Am I the only one who thinks this stock is way, way, way overpriced?

Anyone to share your opinion?