@MrScience193@kashyap286 Why would that happen? If I lose my job, I lose my house. As for Nvidia, that could only happen if one doubts the entire AI boom. In that case, one shouldn't hold any AI-related stocks at all.
@MichaelPBento What I'm trying to say is: this cat-and-mouse game between the two will probably continue for several more years, which in turn will drive market development. I love it.
@MichaelPBento I hold AVGO (it has grown to 40% of my portfolio since 2020). But given the immense demand, doesn't that hardly matter? Two competitors are driving the market—NVDA and AVGO. NVDA currently seems to be in a tight spot due to inferior tokens per megawatt.
@Funmentalist True. When it comes to AI, I wonder if that’s how my grandma stood in front of my first Nintendo—completely overwhelmed and more wary than excited.
@svarncapital@pradeeepk A haircut? More like losing their heads. Arbitrageurs' hedging positions hinge on the upcoming earnings. If the stock drops due to algorithms, arbitrageurs have to further hedge their risk, thereby intensifying the sell-off. Hock *has* to raise guidance.
@Graft_Inc@DeItaone Like your dad, exactly.
Get your facts straight, man. We shouldn't take out our general frustration on a small group of defenseless people. Look up the ladder instead and ask yourself why conservatives keep getting richer while their employees are barely scraping by.