$NVDA just hit an all-time high. $5.7 TRILLION market cap. Most valuable company on the planet. 🌍 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? 👀 I'm long $NVDA & I'm not selling. Long-term buy & hold for me. 🚀 But Burry called 2008 & never let anyone forget it. 😂 Pick a side. Team $NVDA to $300, or team Burry calling the top? Where do you stand? 👀
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10 Comments
Matt @tissuet · 7d
Kyle Garrett
@kgcottawa · 5d
Nvidia is funny. “Each new chip embarrases the compute of the last” Next breath “Our old chips actually appreciate in value” Ok. So what is it Nvidia- are your new chips so amazing that the premium is worth it due to how much better they are, rendering the old ones inefficient and ineffective for hyper scalers- or are the old ones so awesome that they last more than 6 years and are worth more with age…….. 🧐
Carlyle @financial_twilight · 5d
$NVDA essentially has the monopoly in the AI space. Buy the dip and hold long term. If the AI bubble does burst I’d continue to load up. $NVDA and the hyper scalers will be instant buys.
Jojo Wang
@jojo84072 · 6d
Nvidia ✌️❤️💪
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