NVDA NVIDIA CORP
▲ Leaning bullish · last 30 days · 7d · 30d · 90d
Bullish and bearish voices per day
Mentions per day
| Subreddit | Bullish | Bearish | Neutral | Split | Bullish share | Consensus |
|---|---|---|---|---|---|---|
| r/stocks | 10 | 3 | 10 |
| 77% | Strongly bullish |
| r/wallstreetbets | 3 | 2 | 9 |
| 60% | Leaning bullish |
| r/ValueInvesting | 2 | 0 | 11 |
| 100% | Too few opinions |
| r/StockMarket | 2 | 2 | 8 |
| 50% | Too few opinions |
| r/investing | 1 | 3 | 6 |
| 25% | Too few opinions |
| r/dividends | 0 | 0 | 1 |
| — | Too few opinions |
▲ Bullish takes
Meta diluting 100B to buy more NVDA and MU chips is bullish LMAO 🤌
"Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but capital is scarce" Never in the history of ever has capital failed to accumulate around real demand. Should "Be Mr. Leatherhacket confused why him buying his own chips isn't making other people want to buy his chips even harder."
The AI race from a technology standpoint is different than the market dynamics of current AI financing. The whole circular financing story is very real, and the risk that all this CapEx does not produce the projected financial productivity is very real. The issue is they're all locked in at this point - you HAVE to kee…
…oes not exist. You'd only find it another extreme outlier, but doing it at more mature stage, and that is NVDA.
$40B just for chips is the part i cant get past. thats not a company dipping a toe in ai, thats spacex basically saying compute is core infrastructure now. makes you wonder who actually gets the orders, nvidia cant be the only winner at that scale
It's a complete 180 from the capital allocation playbook they were running five years ago. The buybacks at low rates made sense when growth was slowing and they needed to signal confidence. Now they're betting the farm on infrastructure that might not pay off for a decade, if ever. The Hyperion situation is the part th…
▼ Bearish takes
I mean it really depends on whether or not the business can be realistically successful, so only in hindsight can we say an industry is in a bubble or if a company is doomed. But anyways, what I said was that nothing bad has happened. Nvidia is still paying its suppliers for chip components, and Nvidia's customers are …
What would happen when the AI bubble collapses? This is just a thought that me and a few classmates had during a discussion. I have no idea how stocks or the market works personally, its the kind of stuff i leave to the big guys and my bank to deal with. What i want to know is that when the AI bubble pops, what would h…
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀 So, what the hell is happening to AI and semiconductor stocks today, October 22? The Nasdaq is taking a beating, chip stocks are getting hit even harder, and investors suddenly seem to remember that spending hundreds of…
Ok but I will actually look into that book tho, thanks. I should be a little bit more fair, my questions here do give off the impression, and I do admit the Nancy Pelosi one was kinda a dumb one, but I honestly don't think my other two were bad questions. With the NVIDIA one I shouldn't have focused on NVIDIA, but inst…
Examples of piss_baby's investing questions: When (if?) the AI bubble bursts and NVIDIA inevitably crashes, would that be a good time to get NVIDIA stocks? What are you thoughts on simply copying the trades of the most successful investors in congress? (Esp. Nancy Pelosi) You admit to being very new to this and it appe…
I need GOOGL to open at 375, ORCL 220, AAPL 360 and NVDA 250 or else I have to go to Mexico and start selling my organs