The BIG question today....can AAPL hang on to close in the GREEN. NOT looking good right now.....I suspect...it will not.
Well bigmaix......NVDA and PLTR are performing like SH$T....over the last few months. For my holding period of each stock I am WAY UP. See my priot posts above about.......DISRESPECT.......for amazing earnings. Especially NVDA. Although PLTR has also BLOWN PAST all earnings expectations for the past....at least 4 quarters..... and probably 8-10 quarters. BUT...as I have noted many times on here.......the markets are disconnecting from earnings as they become simply a..... MEDIA CIRCUS.....where fundamentals are not relevant anymore.
I don't know what nVidia should be valued at but GB300 performance is just coming to light and the performance step is not what was promised while the power consumption is a huge problem for every literally customer, including the government. It is exactly what I predicted months ago; almost to the Watt. Several months ago, I literally looked at a Blackwell TDP chart, extrapolated to 1800 Watts and clock gains. It was obvious the gains would be extremely low. Blackwell is already brutally over clocked and over powered. The GB300 is a bad idea. I hope they found a way to make it reliable but I expect a whole lot of failures. Rubin promises a big step. My AI coding pals are oddly quiet about Rubin. Rubin and it's drivers really needs to solve the bus bottleneck or nVidia will start fading into the rear view mirror. I predict nVidia will solve the bus issue but that is based on the existential threat of this problem and my incredulous thoughts of nVidia not solving it. Meanwhile, Vera is not going to be in the same league as AMD or Intel. Vera is good. Vera is needed. Vera is not the world beating chip Jensen Huang claims it to be. nVidia's future hope rides on their Intel investment/alliance. nVidia is in the lead, barely. Where they once had huge dominance and even created a viable AI industry where none existed, they are now competing against a formidable opponent that has advantages of their own. I suspect that nVidia will step into the lead with Rubin, sometime early next year, and then lose the lead to AMD RDNA 5 a short time after that. When is the last time Jensen Huang hype turned out to be true? 2022? nVidia could stretch out a lead again if they were hungry and motivated but the morale and energy of the team is not what it was when they were giving stock to their dev team, the share price was exploding, and their newly millionaire coders were giddy at buying solid gold fidget spinners and having free porn in company washrooms. nVidia will do OK but I am not betting on them to move mountains.
