Row 28845

Row ID: 28845 | Dataset Entry | Axioma AXP Content Repository

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Why is everyone so bullish on NVIDIA? They would need to be the biggest company in the world for their stock to hit these astronomical predictions. 99% of the value is based on hype and bullshit reminiscent of the days when the Cyber Truck was announced.

How many of these GPUs have they actually delivered? How many gpus do these big tech companies actually need? What makes NVIDIAs GPU immune to being copied by competitiors?

AFAIK their bread and butter is the software/drivers allowing the chip to do it's magic and there are rumors of people working on allowing it to run on other GPUs. It's only a matter of time before a competitor releases something for a fraction of the price.

Maybe I'm wrong but I can see the hype dying down when these Blackwell GPUs actually get delivered and the orders stop, anyone that actually works in a data center can attest they don't upgrade their servers every 6 months, they don't need to buy new hardware every year either.

If and when it does go down the entire market will be a blood bath, the magnificent 7 stocks are practically a meme at this point and the only thing holding the S&P together.

FieldValue
text Why is everyone so bullish on NVIDIA? They would need to be the biggest company in the world for their stock to hit these astronomical predictions. 99% of the value is based on hype and bullshit reminiscent of the days when the Cyber Truck was announced. How many of these GPUs have they actually delivered? How many gpus do these big tech companies actually need? What makes NVIDIAs GPU immune to being copied by competitiors? AFAIK their bread and butter is the software/drivers allowing the ch…
label r/wallstreetbets
dataType post
communityName r/wallstreetbets
datetime 2024-05-21
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Raw Record

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  "text": "Why is everyone so bullish on NVIDIA? They would need to be the biggest company in the world for their stock to hit these astronomical predictions. 99% of the value is based on hype and bullshit reminiscent of the days when the Cyber Truck was announced. \n\nHow many of these GPUs have they actually delivered? How many gpus do these big tech companies actually need? What makes NVIDIAs GPU immune to being copied by competitiors?\n\n AFAIK their bread and butter is the software/drivers allowing the chip to do it's magic and there are rumors of people working on allowing it to run on other GPUs. It's only a matter of time before a competitor releases something for a fraction of the price. \n\nMaybe I'm wrong but I can see the hype dying down when these Blackwell GPUs actually get delivered and the orders stop, anyone that actually works in a data center can attest they don't upgrade their servers every 6 months, they don't need to buy new hardware every year either.  \n\nIf and when it does go down the entire market will be a blood bath, the magnificent 7 stocks are practically a meme at this point and the only thing holding the S&P together.",
  "label": "r/wallstreetbets",
  "dataType": "post",
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  "datetime": "2024-05-21",
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