Gage Smith

Stock Analysis

[Gage Smith @smithgage383]

@LongGameEquity @DeySportsFan Actually, you said growing 70% in 2027, which is false. Their current guidance doesn’t even call for that kind of growth. Maybe you’re thinking about an individual segment of their business

[Gage Smith @smithgage383]

@AGLEO91 @cmsinvests @RyDawg42 Once again, Meta has not been out right banned by any of these countries. Meta already does not have any 13 and under on their platform. These bans protect 14-15 year olds who make up less than 3% of their user base. Meta is likely not to be majorly affected.

[Gage Smith @smithgage383]

@AGLEO91 @cmsinvests @RyDawg42 As for teens, I’ve only seen talk of kids under the age of 16. A user base that hardly affects Meta.

[Gage Smith @smithgage383]

@IMHOnly A company trading at a fwd pe of 19 with a 106 % revenue growth is not priced for perfection lol. The implied move was 7 % yet here we are with a measly 2-3% drop

[Gage Smith @smithgage383]

@ATphotographs @cmsinvests The settlement was the reason for the pre market jump in the first place. The more likely reason was the assessment of the finer details, as well as day traders taking their profits.

[Gage Smith @smithgage383]

@aJackBurton @cmsinvests False. Pre market moves are real transactions with real money. The only difference between pre and open is the fact that not everyone has access to the pre market via their broker. Therefore, fewer people are trading (low volume).

[Gage Smith @smithgage383]

@AGLEO91 @cmsinvests @RyDawg42 Probably not lol. They already agreed to make major changes on top of the settlement fee. This lawsuit handled the issue with 29 states. Other states/governments would look like they’re trying to take advantage of an already settled issue if they came forward post this.

[Gage Smith @smithgage383]

@Mapago9 You’re overexposed and not diversified by the looks of it. The market is so much more than just AI stocks. You for sure have to own some, but when you own all of them, you’re just setting yourself up for failure

[Gage Smith @smithgage383]

@Bliz33 @josef21m @Mr_Derivatives However, NVDA could dominate the CPU market as they have Vera Rubin CPU, which integrates seamlessly into the CUDA ecosystem. Couple that with China allowing sales of some GPU and no restrictions on CPU, stock should double in due time (2-3 years)

[Gage Smith @smithgage383]

@Bliz33 @josef21m @Mr_Derivatives You fail to realize that NVDA hardware comes with CUDA. And most companies won’t be looking to replace CUDA now that they’ve already bought into that ecosystem. With the next phase starting and companies looking towards CPU, AMD will benefit as a known CPU leader.

[Gage Smith @smithgage383]

@LarryB31314 So being up 15 percent from when it bottomed twice at 15 dollars is a scam? You people are insufferable, stock 5x from 6 dollars in 2023, then sold off and you cry when this is the time to load. Impatient people who hate money

[Gage Smith @smithgage383]

@michaelsikand The Q3 print isn’t as good as everyone is hyping it to be. When you have supply issues, company’s acquire pricing power that they won’t be able to sustain.

[Gage Smith @smithgage383]

@nextmajorgenre @DudeWhoInvests The new Vera Rubin CPU line ships in August and reports are already out that there is 20 percent more demand for them than expected. And with these cpus being apart of the same you Cuda ecosystem, switching over to AMD wouldn’t be beneficial.

[Gage Smith @smithgage383]

@LarryB31314 Take a chill pill, Sofi ran from 6 dollars to 30 and now you’re mad it sold off and is range bound. Still higher highs and higher lows, not every company moves completely vertical off ai nonsense.

[Gage Smith @smithgage383]

@JUST_KAWS You lack any sort of meaningful diversification

[Gage Smith @smithgage383]

@PalmPortfolios @1of1_investor @WillBiddy_ Only time will tell. When AMD was trading at a similar valuation as Nvda currently is, people were calling it Advanced Money Destroyer. Now it’s one of the best stocks this year. Nvda is very much in a consolidation phase, patience will pay off so long as the ai trade continues

[Gage Smith @smithgage383]

@Scoutymaster33 @WillBiddy_ Fwd pe is only based off the next 12 months. Whereas pe is based off trailing 12 months. Both are half of their historical averages and do you really think their earnings growth is going to half by year end? If no, then they’re a strong buy going forward. Next

[Gage Smith @smithgage383]

@PalmPortfolios @1of1_investor @WillBiddy_ If Nvda executes this year, their pe could compress further, let’s say under 20. Even if growth were to get cut in half next year, they’d still trade at a more favorable valuation than Broadcom or AMD.