So for long term profitability which would you invest $100K in? A large buy by my standards but not so much for others of course. I have index funds and other stocks for context. Funds available by 21 Oct. Appreciate your thoughts!
Posted by Dennisis1
14 Comments
AVGO and AMD will beat both.
Why not both? NVDA is the king of chips right now, especially with them getting involved in Intel and OpenAI, most of big market players in AI use NVDA chips. NBIS is a crazy story, I lucked out when I bought it at $19, if Microsoft is willing to do a deal with them more than the actual company is worth, that tells you a lot about the confidence they have in NBIS
CRWV
Neither. Tech bubble will burst hard. Look for something else if we recover from Friday’s drop.
NVDA 4.5T, NBIS 40B, I’m going with the company that actually has a shot at 10x from here.
for NVDA to 10x it would be 45T. not sure how possible that is, but some analysts are projecting it at least 2x
NBIS margins are too slim, depreciation and capex are too high for me to buy any shares. I get the feeling Hyperscalers are just moving the financing risk to these GPU as a service companies. Nvidia is making huge margins selling to these companies and the hyperscalers are adding high margin SaaS products on top so less risk to just buy them.
As soon as revenue growth starts slowing these companies are going to tank. Personally id go elsewhere unless theres a significant drop on nvidia.
Lulu. Save me.
neither Ai is over…it will trigger big short 2.0
I bought nvda for long term, especially during this dip rn
Neither.
NBIS
Nbis looking more promising
Why not META
50% NBIS, 25% NVDA, 25% MU (you already have MU)