Row 78718

Row ID: 78718 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 78718 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Ha, calling me a pleb and weirdo without answering any of my questions. Very sophisticated.

My point is that your valuation of NVDA is just as speculative as the oposite side, your making up projections without any real basis in reality because the backend of AI market is so uncertain.

Unfortunately, the market doesn't really trade around traditional valuation models. The even crazier part is that people think VOO is a smart investment and NVDA isn't when their S&P 500 gains would be almost completely wiped out if NVDA crashed.

DCF works in some cases, but in highly speculative cases, how could you trust your numbers. NVDA is supply constrained because there aren't enough high-end fabs in existence to meet demand. NVDA's valuation is dependent on a world-wide ramp-up of capacity.

It's a pretty wild case. The prof there sold at 400 because he's a professor, not a trader. Traders will drive this price higher, and unless you avoid major index investment in general, very few investments are insulated from a potential crash in the next Gen semi industry.

My point is that both NVDA bulls and bears are talking out their ass whenever they cite some wild speculation on value. NVDA is an edge case that doesn't fit into the box of the dot.com bubble. NVDA sells real products that are very hard to make, not "clicks." sorry for the strawman, but it's clear that much of the jitters around this AI runnup stems from dot.com crash ptsd.

FieldValue
text Ha, calling me a pleb and weirdo without answering any of my questions. Very sophisticated. My point is that your valuation of NVDA is just as speculative as the oposite side, your making up projections without any real basis in reality because the backend of AI market is so uncertain. Unfortunately, the market doesn't really trade around traditional valuation models. The even crazier part is that people think VOO is a smart investment and NVDA isn't when their S&P 500 gains would be almost co…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-24
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Raw Record

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  "text": "Ha, calling me a pleb and weirdo without answering any of my questions. Very sophisticated.\n\nMy point is that your valuation of NVDA is just as speculative as the oposite side, your making up projections without any real basis in reality because the backend of AI market is so uncertain.\n\nUnfortunately, the market doesn't really trade around traditional valuation models. The even crazier part is that people think VOO is a smart investment and NVDA isn't when their S&P 500 gains would be almost completely wiped out if NVDA crashed.\n\nDCF works in some cases, but in highly speculative cases, how could you trust your numbers. NVDA is supply constrained because there aren't enough high-end fabs in existence to meet demand. NVDA's valuation is dependent on a world-wide ramp-up of capacity.\n\nIt's a pretty wild case. The prof there sold at 400 because he's a professor, not a trader. Traders will drive this price higher, and unless you avoid major index investment in general, very few investments are insulated from a potential crash in the next Gen semi industry.\n\nMy point is that both NVDA bulls and bears are talking out their ass whenever they cite some wild speculation on value. NVDA  is an edge case that doesn't fit into the box of the dot.com bubble. NVDA sells real products that are very hard to make, not \"clicks.\" sorry for the strawman, but it's clear that much of the jitters around this AI runnup stems from dot.com crash ptsd.",
  "label": "r/investing",
  "dataType": "comment",
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  "datetime": "2024-05-24",
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