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- Manlobbi
Personal Finance Topics / Macroeconomic Trends and Risks
No. of Recommendations: 1
We all know by now that NVDA is having stellar results.
NVDA had been going sideways while the general market was selling off.
NVDA is more of a cost than anything else for the rest of the global corporate world.
Why would NVDA stock jumping in price be good for the SPX or Nasdaq individual equities?
NVDA is $4.5 tr in market cap. The PE is 46. The PE is so high that the stock does not need to rise over the coming months for NDVA to be reasonably priced.
No. of Recommendations: 1
Why would NVDA stock jumping in price be good for the SPX or Nasdaq individual equities?
A few days ago, a piece came across the wire, that noted about 40% of the SPX is AI plays.
Steve
No. of Recommendations: 0
That does not mean those plays are profitable
No. of Recommendations: 1
That does not mean those plays are profitable
Ayup. We old phartz have been through the early 90s biotech bubble, late 90s tech bubble, the 2000s RE bubble. I started trimming my VOO a few days ago. VOO popped about 10 points this morning on the NVDA news. It has since given it all back.
Steve
No. of Recommendations: 0
Nvda anx the market puked.
Ofw
No. of Recommendations: 0
With someone who has gone bankrupt six times, what could go wrong?
The tariff policy, if done right, is so promising. We have the best tariff policy in the world. Best we have ever seen.
