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    NVDA is over, how I’m making $127K off it’s death

    https://preview.redd.it/zg8w85vepm4g1.jpg?width=1007&format=pjpg&auto=webp&s=1db691803666ecf1a82c7c99b5fcde913824de74

    The signs are all there:

    1. Google making it's own chips

    2. Meta buying those chips

    3. Nvidia's finished inventory on hand increasing

    4. Nvidia's accounts receivable aging due to shady deals

    5. Ilya Sucker saying that the age of scaling is over

    The thing people don't realize is that NVDA chips don't have to be worthless for NVDA's share price to collapse, you just need to poke a hole (Google's TPUs) in the balloon (Infinite demand for NVDA GPUs) and their ability to charge infinite money disappears.

    Mark Zuckerberg my words, the age of NVDA is over, and I will be drinking champagne on it's cold dead grave… and maybe I'll even finally be able to afford building a new gaming system.

    POSITIONS FOR THE NAYSAYERS:

    NVDA is over, how I'm making $127K off it's death
    byu/billsanti inwallstreetbets



    Posted by billsanti

    View 44 Comments

    44 Comments

    6. Ancient_Act_436 on

      Apple can’t even make its own ai thats why they bought googles. Nvidia is sold out for next year. Chinese companies are literally moving out of China to use nvidia gpus good luck thou

    17. intelligentx5 on

      Lmao. This dude knows nothing about semiconductors.

      We have 2 years before I see a slow down for NVDA. People can’t just fucking transition their data centers to fit in TPUs and ARM based platforms.

      Also it’s workload dependent. Training, building, and inference all require different levels of compute.

      NVDIA isn’t going anywhere.

    20. Mysterious_Ad6637 on

      Thank you so much like seriously lmaooo you made me feel so much better about long calls

    22. TheorySudden5996 on

      Could you tell me what you ate for breakfast so I can avoid eating it and becoming this regarded? Ty

    23. Historical_Bug_6870 on

      Bro really said “Mark Zuckerberg my words” and thought he was cooking 💀

      Your puts are probably gonna get crushed harder than my portfolio last earnings season but I respect the balls

    24. loophole64 on

      I tried to explain this to people back in 2020 and I’ll say it again. Nvidia is not just a hardware company. It’s not a matter of poking a hole in the balloon. Other companies will need to cross an enormous moat. Nvidia also provides an entire ecosystem of tools, frameworks, libraries, infrastructure, and support systems to use their hardware. People have invested years to learning this ecosystem. Their Cuda library makes inference extremely fast and efficient and they have developed and refined that over a decade. Just go look at their tools catalog or platforms overview:

      https://developer.nvidia.com/developer-tools-catalog

      No one is touching nvidia for a WHILE. And they are on sale.

    28. Smart-Customer7503 on

      Bro, all of these things you listed have been digested over the past month. They will do nothing for the bet shown here. This is not going to work.

    41. Burnratebro on

      It’s wild how people are making bets on stuff they have no idea about, like the difference between GPUs and TPUs. TPUs are workload-specific accelerators. GPUs are general-purpose compute that everyone from Microsoft to Meta to Tesla to governments rely on. One doesn’t replace the other. The only reason not to bet on Nvidia is if you genuinely think AI is a fad like how prince thought the internet is a fad.

      In princes defense we totally went back to pen and paper and using post cards /s. Sorry little bro, AI is here to stay, and it requires compute. Nvidia does universal compute better than anyone else, for now. Betting against it in its current form is beyond retarded.

    42. Weak-Pomegranate-435 on

      Nvidia is the most undervalued Mag7 stock. And Apple is second most expensive Mag7 stock. What makes you think that Apple will take over Nvidia.

      And seems like you were not even aware that TPU’s are nothing new. And they cannot replace GPU and on top of that they cannot be mass produced because Nvidia owns most of the capacity in TSMC.

    44. BuyHighSellLow180 on

      This is such half assed shitty DD you’ve done. Can you address the following?

      1. Does the market consider it better value than NVDA’s though?
      2. It is exploring it. Not firm.
      3. Sure, it’s a yellow flag. But there are a lot of bottlenecks amongst hyperscalers because they cant find enough data centre real estate. A lot of them, however, are coming online in 2026.
      4. Small portion of it.

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