$NVDA just hit an all-time high. $5.7 TRILLION market cap. Most valuable company on the planet. π Morgan Stanley just named it their top pick. $300 price target. Says every AI trend plays to Nvidia's strengths. Then Michael Burry crashed the party. The Big Short guy says the chip math doesn't add up. Says Big Tech is hiding real costs with long depreciation schedules. Nvidia clapped back. Pointed out $META & $GOOGL now assume 6-year chip life. Says even old chips are renting for MORE, not less. And $AMZN is moving $8B of Nvidia chips off its balance sheet into a side vehicle. Smart financing or a quiet red flag? π I'm long $NVDA & I'm not selling. Long-term buy & hold for me. π But Burry called 2008 & never let anyone forget it. π Pick a side. Team $NVDA to $300, or team Burry calling the top? Where do you stand? π
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10 Comments
Matt @tissuet Β· 1d
Carlyle @financial_twilight Β· 4h
$NVDA essentially has the monopoly in the AI space. Buy the dip and hold long term. If the AI bubble does burst Iβd continue to load up. $NVDA and the hyper scalers will be instant buys.
Jojo Wang
@jojo84072 Β· 15h
Nvidia βοΈβ€οΈπͺ
David Monroe
@d0p3y71 Β· 1d
Did you see that Cathie Wood bought 81.5 million of NVDA on the 29th of September and diminished 110 million of AMD. Hereβs a fun fact - AMD and Nvidia are cousins so they are not actually competing against each other. As far as Burry , even a broken clock is right once a day
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