@DudeWhoInvests High PE's combined with inflation headwinds (rate hike bias from the Fed) can do that! Differentiate between stocks and the company story. They are 2 different things more often than not! #Valuation#PEG_Ratio_Matters
History doesn't repeat itself, but it often rhymes. Two great innovators who went off the deep-end but one did not leave his shareholders holding the bag!
#peakelon#SPCX#HowardHughes
JIM CRAMER STRIKES AGAIN
HE JUST SAID THE $NVDA SELL-OFF IS ABSURD…
RECENTLY HE CALLED:
$INTC AT $110 → $90
$IBM AT $300 → $215
$SPCX AT $220 → $110
NOW HE’S CALLING:
$NVDA AT $200
IS THE SAME CURSE GOING TO HAPPEN AGAIN OR WILL HE FINALLY BE RIGHT THIS TIME WITH NVDIA?
Everyone's talking about an AI/data center bust, but the numbers tell a different story.
🇺🇸 533 operating
🚧 161 under construction
📈 63 expanding
🏗️ 745 proposed
Only 133 projects have been suspended or canceled—less than 8% of the 1,642 tracked sites. While not every proposed project will get built, the overall data center buildout remains largely intact with plenty of room to grow across America. (https://t.co/yjsANLClCH)
#AI #DataCenters #Infrastructure #CloudComputing #Semiconductors #Energy #Investing #DigitalInfrastructure #TickerPulse
@StockSavvyShay Does this confirm the circular financing scam? OpenAI can't get credit anywhere else so it takes dealer financing? Is NVDA becoming a bank or tethering to one of its largest customers to keep pumping the bubble?
@amitisinvesting The market puked on this news as it affirms the circular financing argument. Is this 2 sinking ships tying themselves together? Looks like an OpenAI bailout?
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@teslaownersSV You have to buy such companies at a sensible valuation. The stock price and company are two different things. Sorry Elon, not funding your acid trips to Mars until the price comes down to $7.
@GrindeOptions The CEO was on drugs and talking about going to Mars a few weeks ago. He sounded drunk during the earnings call. Howard Hugh's had a rise and fall for historical reference... #peakelon