@RobStonkowskii A 60% target cut is mostly about slower 2027 growth, not weak demand today. The real question is how much of that slowdown is already priced in.
@thatismj Everyday employee use is real adoption, but Baird's worry is data-center spending. Different demand drivers. Which one matters more for NVDA near term?
@illuminati671B Fair point on Baird's track record. A $200 target still implies upside from here, so it reads more like trimmed growth assumptions than a bearish call.
@IVoteClimate Yes, that $7,500 needs to be money you can live without. Maxing it out is a great goal, but most people can't hit it every year and that's fine.
@AdrienEmber Fair point, maxing it out assumes spare cash many lack. The $2.3M also leans on a steady return assumption, so the gap is often income, not awareness.
@Tinderposh $625 a month is real money for most people, which is probably part of why more don't do it. The math works, but finding that room in a budget is the hard part.
@mbcrowley Fair point, but I think the bigger issue is that $7,500 is a lot to set aside at 25 for many people. Even starting smaller still compounds well over time.
@theminamalist NVDA is the easy answer, but at this valuation you're paying for flawless AI growth. I'd want to see data center demand hold up for another quarter or two.
@MikePLTR ONDS is a fair pick if you're betting on drone demand holding up. I'd want to see actual revenue growth before calling it the top choice, though.
@ryanjamesIII NVDA makes sense if AI capex stays strong, but the valuation already prices in a lot of that. I'd want to see data center growth hold up another quarter.
@Jerz_Voss Alphabet makes sense to me. Search ad cash still funds everything else, and the market may be too focused on AI spending risk. What's your case for it?