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NVDA is a damn BIG h/w bubble
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NVDA is a damn BIG h/w bubble# Stock
W*n
1
expect it to drop 50+% within t next 12 mon
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Y*i
2
wish you damn right

【在 W***n 的大作中提到】
: expect it to drop 50+% within t next 12 mon
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W*n
3
wonder who r t fools who bought this hi-flyer at t current price
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l*7
4
不是绝对价格决定了一个股是否便宜、或者昂贵,而是基本面和生意价值

【在 W***n 的大作中提到】
: wonder who r t fools who bought this hi-flyer at t current price
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W*n
5
its rate of growth is NOT sustainable
it may not be as bad as GPRO
but it will tank
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m*a
6
NVDA is in a much better competition position comparing to GPRO was however
I agree with you that 50% YTY revenue growth is very difficult to sustain
for the coming quarters and it will drop once the growth slow down just like
every high flying stocks. The million dollar question is when it will peak
and we can come in to short....

【在 W***n 的大作中提到】
: its rate of growth is NOT sustainable
: it may not be as bad as GPRO
: but it will tank

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j*s
7
这个股已经进入博傻阶段,谁是最后的傻瓜呢?
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c*a
8
do you guys even have any idea what is going on in the world right now?? do
you not watch news?? Just buy more!!!
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l*7
9
That I agree.
There would be the receding at some point, which is fine and normal. The
thing is nobody can really predict that for certain. But people's psychology
/stomach would be hurt then, LOL!

【在 W***n 的大作中提到】
: its rate of growth is NOT sustainable
: it may not be as bad as GPRO
: but it will tank

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h*9
10
Can't agree more! Bought some Jan17 $90 puts to support you!
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d*n
11
drop 50% 难以置信,除非他的产品被intel之类的冲垮吧。
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h*9
12

lz 还是气质逊色了些,应该说drop 50% in next two weeks, 哪儿来的回哪儿去。

【在 d*****n 的大作中提到】
: drop 50% 难以置信,除非他的产品被intel之类的冲垮吧。
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W*n
13

I said within 12 mon; it may be tomorrow or 364 days later
GREED is unlimited

【在 h*******9 的大作中提到】
:
: lz 还是气质逊色了些,应该说drop 50% in next two weeks, 哪儿来的回哪儿去。

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l*7
14
imho, no gambling...

【在 W***n 的大作中提到】
:
: I said within 12 mon; it may be tomorrow or 364 days later
: GREED is unlimited

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N*d
15
aglee. But don't short. Suppose if you short DDD at 50 in 2013 or FB at 60
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Y*i
16
Still a BUBBLE???

【在 W***n 的大作中提到】
: expect it to drop 50+% within t next 12 mon
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n*s
17
bubble made by iron and steel,watch for a 70% to 120%run from 88
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