CRASH COMING?: Nvidia Passes MICROSOFT In DotCom Bust Echoes
ฝัง
- เผยแพร่เมื่อ 30 มิ.ย. 2024
- Krystal and Saagar discuss a potential economic bubble in the tech world as Nvidia skyrockets to be the most valuable company in the world.
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I am in tech, we are in the middle of the worst crisis in industry history. We have record high layoffs and unemployment for the past 6 months. Nobody talks about it. It's wild.
People have talked about it.
They are going to replace everyone with A.I. - computer industry is in a revolutionary time
A ton of the layoffs were the do nothing, work from home and I'm better than you types.
As someone it tech you should know there were so many people that don't really do much. Management on top of management. Tech companies were make ng so much money the rules were grow bigger no matter the cost. Companies just flooded employees. Tech is now going through a real restructuring which is past due.
Truth. Things are not good. It’s scary.
3 stocks (Apple, Microsoft and NVIDIA) make up 22% of the US stock market. This is the highest concentration of 3 stocks that the US stock market has ever seen. Gooooood luck
2 of those companies also have massiv issues right now and lack good leadership. Nvidia is not one of them.
@@nox5555 you're just saying that because you think wearing a leather jacket to every presentation "is Cool"
@@iller3 yes, but they also dont waste billions in mii verse VR chat
@@nox5555 There's nothing wrong with any of their leaderships.
@@nox5555what a shame developing for what customers might enjoy.. not what you can get to fund other projects.
At some point in the near future the ray tracing bubble will crash that's the bridge they're willing to burn.
Edit - RIP EVGA
Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...
I appreciate the professionalism and dedication of the team behind Kerrie’s trade signal service...
As a beginner, it's essential for you to have a mentor to keep you accountable....
Kerrie Farrell program is widely available online...
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience..
The fact that i got to learn and earn from her program is everything to me think about it, it's a win win for both ways....
I was a tech recruiter, the market crashed a year ago and is only getting worse
So you were a slaves trader.. 😄😄😄
@@gyrate98 yes… it did 😎😘
@@gyrate98 wow, you guy in a TH-cam comment section are all software engineers?! You’re all of them! Wow!🤣
@@gyrate98 cool story bro
How much did it 'crash'? Is that a 'crash'?
As someone working in tech -
Imo the entire AI boom is a bubble. Nvidia will likely make out well by the end of it, just like the only people that got rich during the gold rush were the ones selling the pickaxes
Still, even Nvidia likely will go downwards at some point imo
Im not in tech - Im an author on psychology and the collapse of civilisations, as suck I keep an eye generally on what China etc are doing.
It appears that cutting them off from EUV lithography and the newest chips was the WORST possible decision - they have created architecture on the 7 and 5nm that makes them better then the western 5 and 3nm and they are using a new patterning method to achieve low levels of waste chips at 3nm, and they are recalling their people from western industries to go back and help with further advancements - it looks like 3 to 5 years they will be the leaders in chip manufacture
ASML have said they will move to China if the US does not get off their backs - China is 55% of their business and the US 6%. They make the EUV lithography machines.
That might be true. But this might also paint a grim reality of AI chip makers leading the market for the foreseeable future. Think about how GenAI could disrupt other sectors like the movie industry with SORA. I'd be more concerned about the ultimate replacement of skilled professionals.
It’s hilarious, and a little scary, how normies are totally taken in by the hype. They literally still think that AI, as is, is gonna take a massive amount of jobs or whatever. Jensen did say to stop learning to code so I think Nvidia deserves whatever it’s got coming. Totally with you though. They’ll probably still end up in a much better place than they were when the hype started
@@x_abyss for AI $ --> ∞ as ∆P --> 0 according to academic studies
Wait, you’re telling me stocks don’t keep going up and up indefinitely? I’m shocked 😮
She is so right about the VCs not knowing much about AI. Over the last year I have watched companies who have almost no chance at accomplishing their goals with the models they're using raise millions. It turns your stomach to see people who have no idea what they're talking about try to power down founders because they don't have PhDs. Most of these VCs are making decisions based off loosely held together assumptions like investing in founders who graduated from prestigious univerisities. At least in government R&D they evaluated the value of your technical proposition and it wasn't a giant circle jerk behind closed doors.
So is that why you owe $35 trillions?? 😄😄😄
@@jonathan7249what
@@jonathan7249 Because irak wasnt going to bomb itself.
@@fallencrow6718 it's obvious you know NOTHING about how the RACKET works.. 💵💵💯💯
But i bet you VOTED a lot.. 😄😄😄
This has always been true for VCs in general though, especially with tech. They make the best decisions they can in who to back with their limited knowledge, but they know some are going to be duds so they place bets in multiple companies, and the successes hopefully more than make up for the companies that are total losses.
It doesn't even need tech really. People can be just as important. Someone can come in with a shiny presentation and some numbers behind it, but then once they get their money they lose their drive or make some bad decisions (or even good decisions on paper, but bad for the particular situation in hindsight) and the company ends up failing and they lose their money anyway.
I worked as an early employee for two startups where the executives made bad decisions made that seemed like good decisions at the time, and only became obviously bad with the benefit of hindsight, and those companies folded and the money they spent on the business was never fully earned back. That was in video games, too, so it's even harder to predict how well you'll do on the market there. You could make a solid game but have bad timing of the market and everyone is focused on this other game instead.
Well this was very frustrating to watch. Listening to two people describe two separate things that have almost no parallel with the current situation. Nvidia is one of the largest oldest and most successful tech companies in the history of the country. Nvidia's not a flash in the pan like these other things you're describing. They have a long history of innovation and have always been the absolute leader in GPU technology.
I actually like your comment. That's refreshing.
Crazy thing about AI is that when the bubble pops, people will get laid off and companies will be forced to adopt AI into their business. A market crash might actually push AI even harder.
Very important observation
...which will then push the layoffs even harder... bc corporates can't let a little depression get in the way of their fat stacks... which will consolidate even more to the top and ppl wont be whining about 'woke' AI anymore, instead everyone will either be starving, rebelling or forming fringe groups due to near-slavery conditions.... which might just reset the whole psychotic cycle - ppl will say "never again". there will be glory days thereafter... where those same people will AED capitalism once again, it'll be fine for 50 years with big fantastic horizons. But after that, I'd say we're back to where we started as it is right now.
I just sold a share and it helped cover expenses for my car, but still am invested in Nvidia. I'm going to ride this train as long as it is chugging.
The difference from a lot of bust companies is NVidia actually makes graphics cards so even if the AI thing busts they have a floor because they make a real on the shelves product
@@RadioStaring No that's not the difference... the difference is that our Government granted them like 150 billion plus guaranteed Quantitative leveraged 20x on that value through the FED. They're literally playing the game on Recruit mode
@iller3 Any other numbers you would like to pull out of your ass? Nvidia has had the best products for A.I for a number of years and it's not even close. This didn't come about from the government dole which is very recent and nowhere near the figure you just tossed out.
@@RadioStaring*design. Tsmc makes their cards.
Is there one "game" america doesn't cheat or pay to win?
I honestly don't know. I sure as hell wouldn't short it.
Shorting is for insiders.
Agreed. Nvidias business case at this point is simple. Will AI as a whole fizzle out or will it keep developing? If the last then Nvidia is going to earn huge cash out of it.
There are two ways to improve AI at this point.
The hard way that requires thought, better coding and architecture, inventions and innovations from scientists (real or AI).
The easy way, just add more compute. Nvidia is basically monopolist when it comes to the best performing compute GPU's thanks to their background in gaming. Many companies are intending to invest billions or perhaps trillions in compute centers and Nvidia will be the product they choose to fill them with.
We are just at the dawn of the AI age in my opinion. Is Nvidia Cisco in 2010? Or is it Google in 2001 and is this just the beginning?
Short everything inverse stocks
@@MyAnalyserwith Re-industrialization happening I wouldnt bet on a market crash or NVDIA losing value anytime soon.
Harsh truth, the Breaking points crew don't know shit about economics and finance.
There will be a time for nvda puts, but not yet.
It would be a crying shame if AI is just a fad that crashes.
Then, Nvidia would have to go back to gamers / GPU sales, and they've been burning that bridge for a while now via price gouging.
The pc market as a whole has risen to astronomical prices for parts. Gone are the days where you could build a top tier pc for super cheap…at least without more effort. Market demand for gaming products has skyrocketed in recent years, and gamers are now accustomed to paying premiums for computing power, even if it’s just to squeeze out 5 extra frames.
So you want a very diverse high tech company to cater to your gaming habit?
AI is not just a fad, it has application in many serious fields and not just weirdo art projects. It saves companies money to use it e.g. chatbot instead of customer service, so they will continue using AI
In 2008 the government stole 3.2 Trillion dollars from peoples 401k’s to bail out Wallstreet. My mother personally had 250k taken from her 401k. How is an ER nurse supposed to replace that?
I worry what’s coming will be worse.
The government did not take money from retirement accounts. They created/printed money to give to banks. Stop spreading lies.
If your mom didn't panic sell, she would 6x the value of her 401K by now.
@@dunggg my mother didn’t sell a damn thing. The government took it from her IHC 401k. What the fuck are you talking about panic selling?
Your mom lost money by panic selling at the bottom. Had she held her ground, she’d be a millionaire by now.
gamestop is the way to fuck them up. fuck the 1%
AI is a clear bubble, same as crypto or quantum computing, they all don't scale.
AI LLMs already devoured publicly available data in Internet, it hit the ceiling. Now bottlenecks are electricity consumption and more importantly lack of new data at scale. Sure, some archives will be digitized for special consumption, like medical and government records, but those are niche applications. So AI will be a useful additional tool, nothing more. No AGI for sure.
Where else are people gonna put their money right now
This bubble can continue for a lot longer
There will be a correction eventually
The correction will come when AI goes no where like Tesla car with full self driving. The only thing AI will do is replace a lot of jobs with automation and then clear out the white and blue collar job market.
I had Nvidia in 2000 but then I sold it in 2000, had it in 2009 and in 2020 as well... There's something to be said for hodling
Nvidia owns around 70% of the marketshare. People are just gonna keep buying their products and they basically have enough power to dictate pricing. For them to go bust, it’s gonna take the a massive impact to most companies. Basically, it’s the other smaller companies you need to worry about. Nvidia will do just fine. If anything, they might end up getting bigger as those companies go bankrupt
They'll definitely not collapse but eventually competition would come. Specially in VLSI industry. Which is cutthroat.
Bust and having fair valuation are two different things. At best, it's worth about 10% of current market cap. Which is STILL a mega corporation.
@@mehtacotute no. They produce real hardwares not some bs softwares
@@mehtacotute Valuation never makes sense to begin with. If you keep waiting for stocks to meet their true valuation, you will basically never enter the market. In 1990, the top company was worth only around 60 billion. Today, we have trillion dollar companies. If you wanna wait for them to go back down to their real valuation, it will never happen unless some new tech comes in that makes them obsolete
@@bhuvaneshs.k638 The problem is that the tech has gotten to the point where it takes a long time to catch up with current technology. And while you are struggling on R&D, Nvidia is just gonna keep getting better and improving their tech. It’s not a problem you can solve with money. You need time and resources. Lots of trial and errors
I'm working as GPU Design Engineer. And i think I don't think Nvidia is a bubble. Is it over inflated? Yes maybe. But at the end we need more and more GPUs in the future. AI is a hard Tech and is here to stay for along term. But I don't think Nvidia will have it's monopoly for along time
Unless A.I. eventually does something horrific and all governments shut it down.
At some point we need to stop calling them GPUs. Only a fraction of them are used for graphics. They’re really Parallel Processing Units (PPUs).
@@arghanothername point taken and yes. They are General Purpose Parallel computing platforms. They have tensor cores as well as CPU Units.
So can AI predict when the 🌞 God or BANKERS destroy the 🌎?? 😂😂😂
I agree, but I think they will have a strong hold on it for a bit yet. With the Grace Hoppers showing the potential for near real time analytics (nanoseconds) the applications extend well beyond AI. AI is just today's buzzword. HPC jobs performing real-time results is a game changer for a lot of industries, private and otherwise.
Ciscos PE ratio was twice that of Nvidias at the time of the crash
Crashes were called since $400, but it keeps going. when going gets tuff, tuff gets going 😅
Nvidia isn't a bubble. The reason their stock price is going up so much is because they are making money hand over fist right now. Demand for their chips are through the roof. They're selling them as fast as they can make them, and they're expensive.
I think NVIDIA did a 10/1 stock split last week.
Yea they did. So demand from smaller investors is helping continue their run.
Nvidia is definitely overvalued. There’s no doubt that Nvidia is benefiting from a first to market with AI hardware and support. It’s a joke, they’re cashing in and charging insane prices from companies that won’t have to use them next generation.
Dot com bubble and crash had many software style companies not actually making money having positive earnings to judge a company by. It was all hopes and dreams the xyz company has a new whizbang web app etc etc. Nvidia is not in that class. AI the word in everything certainly makes some cringe investing opportunities but simply Nvidia is not anywhere near the same.
Nvidia isn't but many of the companies they're selling their GPUs to might be.
@@rolyarsthe majority of the hardware goes to well established companies like Microsoft, Google, Meta, Amazon and Tesla. Those companies are extremely profitable and have orders from Nvidia that are years out from being filled. By then the next gen hardware will be out and start the processes all over again. We are a long way from any kind of bubble popping.
Just buy it and set stop loss rules when you are up to protect your gains.
2 things:
- I've had friends and coworkers bring up Nvidia and say "have you heard about this new AI company" lol. Its not a new company at all.
-A.I. itself in current form is actually not that impressive. Most people still don't understand what it actually is (language model instead of actual artificial intelligence) and it will prove to not be that impactful as people think.
2 things:
- Nobody cares about what your friends think a new company is.
- Plenty of people understand that & it's still been majorly impactful ALREADY and still has so much growth to do.
I've got one phrase... two words?: Blu-ray Porn..... "Pornography and online gaming at hundreds the times of speed of your normal advertising service provider! It's so easy to use, and the surgery to implant it at the base of your skull is so painless it's no wonder I'm number one!" As Written.
what are you taking about? It's already impacting everything?? Have you not seen companies using AI art and voices? Have you yourself not used it and saved 90% of your time? I sure have and so have tons of us. This "not that impressive" technology can create custom code in seconds, what the hell are you talking about?
See the industrial revolution is no big deal, it's just some machines that do your work for you, who cares!
@@dbptwg congrats. your comment beat mine. if yours made it and i dont see mine. then WTH did i say?
660 million volume on Friday alone. The difference is PE ratio for NVDA is still considered pretty cheap. It’s the biggest company in QQQ, S&P and any other fund with a brain.
honestly nvidia isnt even as expensive /overvalued as cisco was at the peak
we are at prbly 96-97 of the bubble
Neither of these people know jack shit about markets. Nvidia is a very real company and anyone that doesn't understand what Jensen Huang has done over the last decade hasn't been watching. Their P/E right now is about 78, which is not absurd given their rate of growth.
Nothing against sysco but Nvidia has been one of the main players since the beginning. Nvidia has a history of making more money per employee than any tech company.
I don’t think it is a pending bust because the demand for chips is huge. They will lose market share with more time for sure but wouldn’t expect a frank crash unless the AI promise at business level doesn’t pan out
The one massive question with AI is the value added vs occupations replaced questions.
Homebody starts out by saying *my technical knowledge sucks* then goes on to fear-monger 😂
Is it fear mongering? 😅 the industry is a bit spooky right now
literally anyone can see the cracks forming at this point.
For NVIDIA? Please list the cracks. Just after TSLA, Dell, etc announced massive buy orders…I’ll standby.
This is FUD. We are aware of the Ai Bubble. But if you hold for a long period of time you shouldn't have any worries.
AI is the most over hyped buzz word coming from silicon valley since 'Metaverse'. and 'crypto'. and 'VR'. and 'Internet of things'.
All that stuff is Gen Z fake news
Don't forget 'blockchain'
_he says, surrounded by successful implementations of this over-hyped technology, oblivious to the irony_
@@dbptwg The technology I'm using doesn't have anyhing to do with any of the wall street scams I mentioned above.
@@aunanh19 blockchain, crypto, NFTs, same shit. Cool concepts on paper but utterly useless when inivitably monopolized by the elites.
Yes, we are in a massive bubble. NVDA went parabolic from a rising wedge.
Nvidia is at least 2 years out from filling current orders. Good luck with that logic
@@nickv8816 A company can be profitable and a stock can still crash, dude. NVDA is virtually single handedly holding the market up.
Do you know what a rising wedge is? It's a chart pattern that's midterm bullish when it starts, but leads to an eventual really hard crash after going parabolic.
NVDA is indeed parabolic right now, and played off a perfect text book rising wedge on the weekly. When you see stuff like that, along with several other indicators flashing warning signs, it means a recession is around the corner.
Go check out game of trades, learn a bit about trading so you can understand the markets. I don't have anything against Nvidia, I love my 3080 and AI, but the charts are what tell the news, not the other way around.
I believe that NVIDIA is the Cisco back then and once companies have created their new tech from the hardware chips and no longer need to buy them, the same will happen to NVIDIA and the companies that created their new tech, will keep rising. Just me 2 cents.
Why don’t they mention how Tesla is doing terrible and not selling cars the way they used to? Why aren’t they mentioning how CEO pay is taking away from investment opportunities?
I’m holding on to my 75 shares Right now. I got in at 100 dollars. thinking I’ll ride it up to 145-150 range and then cash out. Help pay for my next vacation
CORRECTIONS TO THE POST I JUST MADE:
&500/mo religiously (ie, ‘dollar cost averaged ) invested in the S&p500 index - put it in autopilot and forget it.
2) sorry for the typos ! 😁
"50 billion invested, only 3 billion in sales" ... hmmm I wonder where I have seen this before...right Elon?
What people don't understand, is how much value AGI and ASI will create. Not a bubble.
Microsoft is invested in AI through Recall and Copilot on the newest Windows 11 releases, with MacOS Sequoia there’s ALSO a heavy stress on AI integration into the operating system, I believe they’re also using OpenAI like Microsoft is to power all of it. This situation won’t end well I’m sure of it
Anyone in the industry knows NVDA has way more to go
this comment section is one of the most informative i've ever come across, as someone from outside tech who doesn't know much about nvidia.
As an inventor in Nvidia - it's a big-ass bubble that's likely to crash the tech market, IMO. Way overinflated
Wasn't there news years ago regarding Apple stocks significantly influencing the S&P 500 index back in 2020-21? Does anyone remember how that went?
Nope, it won't crash.. it's part of the fab 5. My opinion.
The good thing is nvda financials are also the most solid stmts ever.
I think their very well could be a bubble. Nividia will be fine though, this is not the same bubble there is revenue tied to it and revenue is number 1 in the three major markets at the moment.
it's different this time, 100%
Remember when Nvidia had material issues like a year or so ago?
Thanks for shining a light on the dynamics of passive investing on the market structure. 401ks are all affected by these dynamics
Just watched your video discussing Amazon's AMX1WT and I am very excited about this
How many different ways do we need to relearn the tulip bubble story? 2008, 2000, 1990, 1980, 1973, ....
When you can legally charge a person 300 times the amount spent making the product you kind of climb to ladder quickly.
R.I.P. my Amiga Computer, & my Commodore 😅
9:29 why don’t VC’s use AI to determine if proposals are good or not
Great report. Sharp tie, Saager.
When this video went up, Nvidia was up 1%. Now it’s down roughly 1.5%.
I’ve been saying it was a bubble for nearly a year. The people around me seem to be too caught up in the hype to see it. I guess that’s just how it is at one of the biggest CS school
A fool and their money are soon parted.
Meanwhile my NVDA investment has more than doubled since January 💵
Are you talking about Krystals ex husbands? 😂😂😂
@@afridgetoofar1818 188% YTD!!!! I'm here for it!
NVIDIA is so high in value because they're one of the only makers of graphics cards. Those are in super high demand.
Thank you for covering important financial news in a simple way so many of us can better understand.
Something to watch, but all the fundamentals point towards it being fine at the moment. It can be a problem, but we aren’t there yet.
I do think that a major difference here is that AI is starting to add actual real, felt, value into the economy. It's making every other company more efficient in their processes and operations. I do not feel the same echos of 2008, but like everybody else, I do not have the powers of futuresight
2000 crash happened mostly because everyone started ripping of Cisco, because switches themselves are not innovative enough, where Nvidia is making chips that are so advanced, no one is even close to copy and rip off Nvidia chips
It took over a decade to reach the old high after that crash. Not saying that will happen but we’re talking about some people whole retirement. That’s why it’s always good to have 3-4 years in cash when you retire so you’re not pulling money out when the market is going down. Things could very well get ugly again. Recessions are NORMAL and healthy.
Cisco’s P/E ration peaked at about 200. Nvidia is at 70 and rising. We are not in crazytown yet.
People seem to forget that generative AI is one form of AI. ChatGPT is not the whole AI/ML industry.
There's also ML for facial recognition, cancer diagnosis, etc. The possibilities are endless.
Came to say this but you got it covered. AI chatbots are the tip of the iceberg.
I work in informatics research. We are doing great. Instead of manipulating news and teenagers we are working on solutions that contribute to society. Layoffs in social media companies is not a bad thing. They are toxic to society.
NViDia keeps releasing new plug ins but theyre still in beta states and havent improved much since release.
Nvidia is releasing their new gpus in the 4th quarter of this year. They are the leader of gpu. People expect their new gpus to do well from their history. Not hard
.
Tech has been crashing since the interest rates went up a year ago
Nvidia have been hawking way way way overpriced crap now for going on 10-15 Years, kinda wild really to think they have not had a massive correction yet to be honest.
Throughout its history as a company every time Nvidia reached 10x its recent lows it plummeted. Today was that day. 😅
The computer market is saturated, these megacorporations can't really make a big sale on tiny incremental upgrades. Consumers are holding their hardware for longer times...
Crash isn't going to happen for several years. Nvidia is about to sell 150 million chipsets again when Switch 2 gets announced and released.
The prelude to WW3
The stored energy is driving me crazy
Someone needs to tell Saagar that Taiwan also produces all of Apples chips and they are just as vulnerable as nvidia
Nividia, while being a profitable company, is a company with one set of main products. They have a lot of competition coming into their range in the next few quarters from US and Chinese companies so their ability to be at the top of their industry is very unlikely. They are going to start seeing their revenue dropping significantly as that happens and anyone paying attention knows how much the market loves seeing revenues dropping.
AI can't do what they promise it can do, tech companies aren't actually hiring anymore despite job postings, most of them don't get filled or pop back up immediately after.
The Tech market is clearly overvalued.
The last time there was an earthquake in Taiwan, NASDAQ fell by 5%, even tho TSMC wasnt affected in the least.
I think there's a reckoning to come when it is found that a whole lot of what we find AI useful for is busy work and drone work that shouldn't have been highly valued in the first place. But who knows when that will be.
If it looks like a bubble it's a bubble
Nvidia’s forward P/E is actually quite reasonable and they have order backlogs taking them into 2026.
Saagar, you studied economics so you know about “Creative Destruction”! Yes, in a free market society there are winners and losers, but innovation promotes the common good! Also, investors typically take some profits when their stock value rises. Few people lose all their money.
Wait until they figure out there is no such thing as AI. 😂😂😂
Graphic Processing>Bitcoin Mining>AI>Quantum Computing>Robotics. NVIDIA still has a way to go.
I sold all my stocks and put in a money market making 5.25%. I fear a massive correction coming.
i work in tech. tech market is in a huge bubble. AI severely hyped.
Crashes are not typically self-fulfilling prophecies. They come from places that people are not looking (otherwise why would a crash occur if it wasnt for panic?). AI is super deflationary, the biggest risk is in the sovereign debt market not a minor sector which is something we havnt really experienced in our lifetime
I just went all in today
I thought they were building three facilities in the USA for making those chips. TMC producing .3Micron chips right? The point was to offset chip production and remove at least one reason for attacking Tiawan. So was the thought at the time.
Nvidia isn’t building them, tsmc is.
@@user-ri4qk1xy3c Right. I misspelled it above and called them TMC. TSMC was supposedly building factories in Arizona, Texas and one other midwest location. But I could be wrong.
NVDA will reach $10T in market cap by 2030, buy more shares, it’s better than holding Apple stock.
GPUs are gonna cost $2500 now
what do you mean "are going to" ? They're already the most expensive Room-Heaters you can buy
@@iller3 but at 2k lololol
Well, I still run a 5700XT and it playing 1440 High/ultra settings just fine, shooters or story mode. That cost me 550CDN 4 years ago. A lot of gamers are sluts for even stronger cards they literally don't need and don't get any real benefit out of.
@synergygaming65 I mean. Frames + fidelity is what you pay for. I was on a 2080Ti before it died recently and it did well don't get me wrong, but you aren't maxing it out with high frames on any universe
@synergygaming65 I like high frames and I will sacrifice quality if I can get consistent 180-240FPS, of course monitors need to run that which isn't always easy to find at reasonable prices, but I get what you mean
Dont say this please i finally own multiple shares
Don't take this personally but I hope it bust since I have shares (given by my previous employer) in regards some of nvidia competition.
Great segment. Be careful people...
If you’re worried about it, then just short the stock.
Don't let Amazon's AMX1WT pass you by. This is a monumental moment in history, and you don't want to be left out of the loop. Get in on the ground floor now!
AI isn't a bubble, it's a runaway train. Now that the train has left the station, everyone that can will continue fueling it until it flies off the cliff of AGI. Whoever gets to AGI first basically wins the world. You won't have to worry about the economy anymore once there is no longer a need for AI hardware like Nvidia.
Nvidia could be sun micro 1999.
This is the early days and no one has a patent on matrix math.
Innovation in this sector will largely be driven by fabs such as tsmc , Samsung and smic the key for ai accelerator vendors will api's and stability.
Nvidia is hardware like graphics cards needed for gaming, Crypto mining, and AI.