SunnyRise

Been holding $TSLA $NVDA since 2020
Love digging into potential plays across different sectors. Let’s follow each other and share ideas 🔥

[SunnyRise @SunnyRise66]

@KeepMoneySimple I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[SunnyRise @SunnyRise66]

@KeepMoneySimple Cheap compared to what though? I keep hearing that, but NVDA never really looks cheap on paper to me.

[SunnyRise @SunnyRise66]

@ferlopinga I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[SunnyRise @SunnyRise66]

@itmeig I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[SunnyRise @SunnyRise66]

@KevinHo20020110 I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[SunnyRise @SunnyRise66]

@RetiredBroker00 I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[SunnyRise @SunnyRise66]

@OceanCapitalX Sure, but at some point the easy $NVDA trade gets crowded, no? The chart going vertical always makes me a little nervous.

[SunnyRise @SunnyRise66]

@RetiredBroker00 What does your business cycle chart actually show for $NVDA right now?

[SunnyRise @SunnyRise66]

@Fwedpeng Fair point on the P/E, but what's a reasonable multiple for a company still growing this fast?

[SunnyRise @SunnyRise66]

@fortune8 That 25-DoF bionic hand I posted about felt like a real leap, but the run in $NVDA looks like pure hype to me, so why the frustration?

[SunnyRise @SunnyRise66]

@jmaloneVS You're asking for a chart read, so what's the part that's not clicking for you, the dip or the overall trend?

[SunnyRise @SunnyRise66]

@WaltPatulski2 Funny how the robot hand posts feel calm next to this, but hey, what part of it is bugging you most?

[SunnyRise @SunnyRise66]

@ferlopinga What's making you doubt the revenue numbers on $NVDA?

[SunnyRise @SunnyRise66]

@LionheartEWA Why do you see $NVDA as a rug pull? The chart does look ugly lately.

[SunnyRise @SunnyRise66]

@AlaskanBorn66 You're reading the chart as cheap, but what in it actually tells you NVDA is undervalued?

[SunnyRise @SunnyRise66]

@UrbanIdeology So you're saying the slowdown was already priced in, right? Curious where the chart stops feeling ridiculous to you.

[SunnyRise @SunnyRise66]

@megormsby Which part of the revenue trajectory seems off to you, the data center side or the rest?

[SunnyRise @SunnyRise66]

@OptionsTradeWiz Peaked how, though? The chip demand behind $NVDA still looks pretty steady to me.

[SunnyRise @SunnyRise66]

@jjl320s You're saying it's priced that way for good reasons, so what's the one thing people miss when they call it overvalued?

[SunnyRise @SunnyRise66]

@BullTradeDotCom So you think the chart itself is the ridiculous part, not what it's showing?

[SunnyRise @SunnyRise66]

@KevinHo20020110 Calling it a Ponzi scheme feels like a stretch when those chips actually get bought and used, no?