Inverse Kramer hits Nvidia
(media.kotakuinaction2.win)
Comments (9)
sorted by:
always do the opposite of what a jew tells you
He’s a little late. 2.5% is chump change to what it’s run up.
Still, he’s a good grift. If Cramer is saying buy it, it’s to leech all the dumb trend investors. Oooh! I must have current thing! Right before they all dump it and it leads to massive collapse, so they get all the plebs money looking to get rich AND then the government comes and bails them out any risk they had left.
AI will indeed collapse, but not as long as the US prints 4T a year, most of it going to that AI/data center garbage.
Eventually people will get fed up with that BS and stop using it, or use it only for a few specific thing (and not waste billions a day). But this is a day far in the future
In order for nvidia to continue its trendline, they would have to discover earth 2 and sell them gpu futures.
Well gov is printing 4T a year. Add in what EU is printing, china, etc, at least 10% of that is going into NVda stuff, so... That's an easy +1T in value a year made from thin air, basically. For a LONG time.
Good news about to come out for RAM and GPUs boys!
Nvidia is going to be the hardest hit stock after Japan's BOJ starts protecting their country's economy with monetary policy (a bad decision since Japan's problems are fiscal more than anything). However, I suspect more of a flash crash more than anything. Still, China is competing strong with Nvidia. I'd say Nvidia was a sell a week ago but now the market has mostly caught up. If you own it specifically as a stock, I'd still sell but I wouldn't short sell it or buy puts on it.
If I sell it, I have to pay taxes on it now. If I let it go down and wait for it to go back up, I can pay taxes later.
There seem to be many alternatives (groq etc) for inference.
I doubt deepseek is designing a chip for training (because they allegedly distill from the US instead of training)