W***n
发帖数: 11530 | |
W***n
发帖数: 11530 | 2 fools r pushing it higher & higher |
m*******a
发帖数: 4507 | 3 just like GPRO YELP YY and the list goes on and on...
【在 W***n 的大作中提到】
: fools r pushing it higher & higher
|
W***n
发帖数: 11530 | 4 too bad I never could short GPRO
always said no sh available |
c******a
发帖数: 4400 | 5 does GPRO actually make money like NVDA does??
【在 m*******a 的大作中提到】
: just like GPRO YELP YY and the list goes on and on...
|
c*******9
发帖数: 6411 | 6 you might bankrupt by shorting GPRO.
it is all about timing, you can easily look back and say you want to short
at the highest price.
NVDA is a 50B company, no joke, it is possible it might get to 100B.
【在 W***n 的大作中提到】
: too bad I never could short GPRO
: always said no sh available
|
W***n
发帖数: 11530 | 7
for a h/w co to command a P/E of 40, 50 is freaking joke
it may drop back to a 25B (if not lower) co in t next few Qs
【在 c*******9 的大作中提到】
: you might bankrupt by shorting GPRO.
: it is all about timing, you can easily look back and say you want to short
: at the highest price.
: NVDA is a 50B company, no joke, it is possible it might get to 100B.
|
l********7
发帖数: 2974 | 8 How about this list: Google, Amzn, FB, or even Gillette.
How are you so sure which list the NVDA belongs to?
【在 m*******a 的大作中提到】
: just like GPRO YELP YY and the list goes on and on...
|
l********7
发帖数: 2974 | 9 It may, or it may not. What is your claim based on?
IMHO, no gambling ;)
【在 W***n 的大作中提到】
:
: for a h/w co to command a P/E of 40, 50 is freaking joke
: it may drop back to a 25B (if not lower) co in t next few Qs
|
W***n
发帖数: 11530 | 10 Ok, 'm a FA guy, not TA
some technicians may say NVDA is a screaming buy
hahaha |
|
|
l********7
发帖数: 2974 | 11 FA for NVDA is also a long-term buy, imho
【在 W***n 的大作中提到】
: Ok, 'm a FA guy, not TA
: some technicians may say NVDA is a screaming buy
: hahaha
|
W***n
发帖数: 11530 | 12
cuz, if u already own it
u want it going to 1000
t higher t better
【在 l********7 的大作中提到】
: FA for NVDA is also a long-term buy, imho
|
l********7
发帖数: 2974 | 13 I partly agree with you. LOL!
【在 W***n 的大作中提到】
:
: cuz, if u already own it
: u want it going to 1000
: t higher t better
|
p**f
发帖数: 3549 | 14 你把NV的定位搞错了。
NV早已不把自己定义为卖显卡的HW公司。HW的margin确实非常低，这是半导体目前普遍
挣扎的原因。果果除外，但果果也不敢说自己是家HW公司，更不是半导体公司。
只能说一个行业爆发了，而这个行业目前只有两个players。在当前大数据，人工智能
的背景下，GPU computing非常competitive。如果说CPU时代还有各种architecture互
相竞争，如x86，power，arm，GPU运算只此两家。除非有人工智能专用芯片出来，目前
这两家优势无敌。基本上AMD，NV股票都是互相咬着对方前进，一年内翻了3/4倍。别的
半导体想都不敢想。
但AMD的问题是，它是underdog，沾了AI concept的光，一旦财报不好，就会原形毕露
。别忘了，丫还在亏损中。NV如果不能保持强劲增长，也会跌下来，但不会像别的软件
泡沫公司如LINKEDIN腰斩。
如果Intel/Google把人工智能专用芯片搞出来，that will be a different story.
【在 W***n 的大作中提到】
:
: cuz, if u already own it
: u want it going to 1000
: t higher t better
|
W***n
发帖数: 11530 | 15 人工智能 is another bubble
if NVDA's future is depending heavily on it
BIG risk |
p**f
发帖数: 3549 | 16 Cloud, big data, social networking, self-driving car, 甚至传统医疗，杀毒软件
都可以人工智能，丫是个万金油。
而在两年前，这一market还是0。你可以看看其中潜力。
要等上面那些泡沫都破了，AI才有寒冬。你等的到那一天么？
Big risk就别买。光看着别人挣钱，心理确实挺难受的。
【在 W***n 的大作中提到】
: 人工智能 is another bubble
: if NVDA's future is depending heavily on it
: BIG risk
|
C*****5
发帖数: 8812 | 17 真正用Deep Learning解决过问题的都会对DL是bubble的这种说法嗤之以鼻。但是也不
用争论。你安心赚你的钱就是了。看不懂形势的早晚会后悔。
还有，上面你提到的人工智能专用芯片也根本无需担心。现在的GPU把显示器接头一去
掉就是专业芯片。即使是需要做再深度的优化，也是NVDA先做出来。
【在 p**f 的大作中提到】
: Cloud, big data, social networking, self-driving car, 甚至传统医疗，杀毒软件
: 都可以人工智能，丫是个万金油。
: 而在两年前，这一market还是0。你可以看看其中潜力。
: 要等上面那些泡沫都破了，AI才有寒冬。你等的到那一天么？
: Big risk就别买。光看着别人挣钱，心理确实挺难受的。
|
h*******9
发帖数: 708 | 18 这货明显的over bought了，那么大的盘子，不应该这个涨法的，量也不够大，明显是
MM拉高了出货的，不要当接盘侠啊，周末前就会跌回85以下的 |
W***n
发帖数: 11530 | 19 when self-driving cars become "popular"
and after dozen of fatal crashes & multi-billion lawsuits
the bubble 'll BURST |
C*****5
发帖数: 8812 | 20 老实说，自动驾驶车只不过是DL应用的很小一块。其它行业早就暗潮汹涌了。你不知道
而已。
已经尽到版友的告知义务了。大家还是自求多福。多说无益。
【在 W***n 的大作中提到】
: when self-driving cars become "popular"
: and after dozen of fatal crashes & multi-billion lawsuits
: the bubble 'll BURST
|
|
|
W***n
发帖数: 11530 | 21
so does "deep learning", another similar bubble
【在 C*****5 的大作中提到】
: 老实说，自动驾驶车只不过是DL应用的很小一块。其它行业早就暗潮汹涌了。你不知道
: 而已。
: 已经尽到版友的告知义务了。大家还是自求多福。多说无益。
|
p**f
发帖数: 3549 | 22 我老几百年前就说social networking泡沫要破。
到现在还被花街硬撑着。
显然，软件的泡沫程度和risk大于硬件。
你不去纠结各种软件泡沫，却担心硬件泡沫搞毛。
结合你另外一个帖子，你要么是Intel员工，要么重仓Intel。
自己眼光短浅，心理阴暗，怪谁。
【在 W***n 的大作中提到】
: when self-driving cars become "popular"
: and after dozen of fatal crashes & multi-billion lawsuits
: the bubble 'll BURST
|
W***n
发帖数: 11530 | 23 disclaimer:
I 'v no position in NVDA
whether it goes to t moon or down in t drain
does not affect me
(I did say that at some point, I may short little bit, just for fun) |
C*****5
发帖数: 8812 | 24 如果intel员工还在whining说DL是bubble，我看intel早死早超生算了。
但是显然他不是intel员工。我有几个朋友在intel作process engineer，最近看他们
linkedin上都加了好多machine learning的skills。
【在 p**f 的大作中提到】
: 我老几百年前就说social networking泡沫要破。
: 到现在还被花街硬撑着。
: 显然，软件的泡沫程度和risk大于硬件。
: 你不去纠结各种软件泡沫，却担心硬件泡沫搞毛。
: 结合你另外一个帖子，你要么是Intel员工，要么重仓Intel。
: 自己眼光短浅，心理阴暗，怪谁。
|
W***n
发帖数: 11530 | 25 INTEL does not materially depends on DL, period. |
C*****5
发帖数: 8812 | 26 This is precisely why Intel is in big trouble.
【在 W***n 的大作中提到】
: INTEL does not materially depends on DL, period.
|
W***n
发帖数: 11530 | 27 Intel is in big trouble??????????????????
hahaha
go back to study FA-101 |
W***n
发帖数: 11530 | 28 how many yrs u r in t market, my friend |
m*******a
发帖数: 4507 | 29 NVDA down almost $3 while we are talking.... |
C*****5
发帖数: 8812 | 30 Are you suggesting the market should reward investors based on seniority?
【在 W***n 的大作中提到】
: how many yrs u r in t market, my friend
|
|
|
h*******9
发帖数: 708 | |
W***n
发帖数: 11530 | 32
seems like u don't know much about FA
【在 C*****5 的大作中提到】
: Are you suggesting the market should reward investors based on seniority?
|
C*****5
发帖数: 8812 | 33 Those analysts covering NVDA probably know FA better than you do.
【在 W***n 的大作中提到】
:
: seems like u don't know much about FA
|
W***n
发帖数: 11530 | 34 Those analysts knew very well about GPRO too |
W***n
发帖数: 11530 | 35 some said it 'll go to 200 at that time |
W***n
发帖数: 11530 | 36 they didn't do financial analysis
they did bullshitsis |
C*****5
发帖数: 8812 | 37 That's why you can't rely solely on FA.
You've been waving your FA all day long as if it was a key to the bank vault
. I am telling you your FA could be wrong, and wrong big time.
【在 W***n 的大作中提到】
: some said it 'll go to 200 at that time
|
W***n
发帖数: 11530 | 38
vault
yes, NVDA could maintain t last Q's growth for t next 100 yr
based on bullshitsis
【在 C*****5 的大作中提到】
: That's why you can't rely solely on FA.
: You've been waving your FA all day long as if it was a key to the bank vault
: . I am telling you your FA could be wrong, and wrong big time.
|
C*****5
发帖数: 8812 | 39 You are not being rational.
【在 W***n 的大作中提到】
:
: vault
: yes, NVDA could maintain t last Q's growth for t next 100 yr
: based on bullshitsis
|
