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Seeing Alpha Noah's Ark Bearish

NVDA Sell

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#1 slupert

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Posted 18 May 2024 - 12:32 PM

Nvidia Q1 Preview: Competition Is Now Real (Rating Downgrade) (NASDAQ:NVDA) | Seeking Alpha



#2 slupert

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Posted 18 May 2024 - 12:43 PM

Some of his points are arguableand I believe he does give AMD and INTC a little too much credit.Since they are  alread in q1 2025, their PE should come down nicely stoking the buy argument. However, my big concern is the forward, invetors have been used to explosive upside eearnings. that should start to cool. (JMHO)



#3 linrom1

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Posted 18 May 2024 - 05:52 PM

Some of his points are arguableand I believe he does give AMD and INTC a little too much credit.Since they are  alread in q1 2025, their PE should come down nicely stoking the buy argument. However, my big concern is the forward, invetors have been used to explosive upside eearnings. that should start to cool. (JMHO)

Maybe China will play ball and collapse. I must say that China bears might have been right all along.







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