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@sadandlonely_69 If down cycle was priced in the stock would be much lower and I think we’re still digesting whether that is coming soon

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I dont see the appeal in trying to buy the nvda dip. There are 20 AI stocks w/more upside torque & are just as cheap or cheaper & didn’t lose their founder/ceo

Could lose sales/have to discount to keep biz. Lost political halo. Talent drain possible. 2027 could be peak capex

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@sidprabhu Not a risk I’m willing to take unless really bombed out. Look at where other non cyclical mag7 have traded in times of duress

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@sadandlonely_69 He’s not just the ceo. He’s the founder. Look at the internal org chart and how the reporting works. He is nvda

-20% is perfectly valid. Especially when competition is highest it’s ever been w/tpus / amd back from the dead

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@SolutionOrganic Yea don’t think it’s there. At least not for me

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@harryanders221 Well nvda earnings go down too in a down cycle is my point

70% of Asia is 1-3x PE. Power shells trade at or below contract value. Orcl trading with oci at negative value and not cyclical. IPPs are cheap. Uctt. Mksi

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Nvda is $4 or 2.5% below the 2026 low from March. Cycle is now way more questionable and Jensen is gone. Doesn’t feel fully priced in to me yet

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Stock is -15% ytd. Every mag7 ex apple has been down similar ytd big whoop

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@MewtwoCapital Yea Zuck fucked me more than once

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How software and Neocloud factors are doing Orcl

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@steve2bacon @k3ithmccullough No soxx is the better proxy for this bull market so -20% by end of week

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@TheNarrenschiff I did that with msft a week ago. Rather not lose money

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@Investor_NICK_ It’s not just enough that I win

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@Banana_Chucker I’m up on Orcl and will be up a lot more going forward

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@LogicalHeatfan No opinion

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@LogicalHeatfan gta tailwind and trades with Ai agent hype beta

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@LogicalHeatfan Yes but selling most end of day today because it was just a beta trade. Will keep orcl obviously. And fsly

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@thecontracap Still figuring it out

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Was there any reason for the $bkd rip into the close? +5% in 30 minutes on decent volume and from -5% intraday

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@GoBirds555 They’re executing well. Stocks don’t always go up in a straight line. The strategic moves have been good. It was also expensive before and sometimes growing into a more reasonable multiple is painful before compounding takes over