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NVDA - NVIDIA Corp (NASDAQ)
- Thread starter Garpal Gumnut
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- nasdaq nvda nvidia corp
Garpal Gumnut
Ross Island Hotel
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I was lucky. I sold much of my holdings last week and the rest during the panic yesterday evening well above $118.42 USD outside regular trading hours so my problem is capital gains tax.
So no, I don’t have any regrets. You ?
gg
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I took the small loss last night as price fell further after the open. This loss is small in comparison to last years profits. I'm still bullish NVDA but will wait for a reversal trading setup. Investment managers need to reassess and regroup after having their posteriors handed to them last night. This news is going to reset market expectations for future investment in AI and NVDA.
Last night's low may even set the low for a long market trading range while investors and insto's reset their expectations.
Last night's low may even set the low for a long market trading range while investors and insto's reset their expectations.
Garpal Gumnut
Ross Island Hotel
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I'm back in at $118.28 and realise that bad news comes in 3's, so expecting to add down the track.
gg
gg
Garpal Gumnut
Ross Island Hotel
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Sold at $125.45. This great stock will go lower imo. Too many unknown unknowns.
gg
gg
Garpal Gumnut
Ross Island Hotel
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It looks like a dead cat bounce, and now Ali Barba announced another AI model that surpasses Deepseek.
I don't think the US can keep on looking for excuses to save face, stolen chips, or copied code.
It's hard to tell who is telling the truth at times, it's a bit Trumpesk style of bluff though.
I don't think the US can keep on looking for excuses to save face, stolen chips, or copied code.
It's hard to tell who is telling the truth at times, it's a bit Trumpesk style of bluff though.
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DeepSeek a hyped semi counterfeit?
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wayneL
VIVA LA LIBERTAD, CARAJO!
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I don't know whether Donald Rumsfeld was a trader or not, what were de facto prognostications on chaos theory were actually profound for us.
Dona Ferentes
beware the aedes of marsh
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Rumsfeld was quoting Rand Corporation research (Game theory)I don't know whether Donald Rumsfeld was a trader or not, what were de facto prognostications on chaos theory were actually profound for us.
wayneL
VIVA LA LIBERTAD, CARAJO!
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In war there is a crossover.
Dona Ferentes
beware the aedes of marsh
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whose money ?
Australia’s largest superannuation fund poured nearly half a billion dollars in retirement savings into tech giant Nvidia last quarter, dialling up its position ahead of the stock’s record-breaking crash on 27 January.
US Securities and Exchange Commission filings show AusSuper bought 2.42 million Nvidia shares in the three months ended 31 December 2024.
Based on average prices, that represents an estimated $US304 million ($489 million) in Nvidia buying. AusSuper’s direct stake in the chipmaker was around 7.9 million shares at 31 December, valued at $US1.07 billion at the time.
However, the industry super fund’s total exposure to the stock was likely much higher, given the SEC filing reflects only direct holdings, and not shares held through third-party investment mandates.
Australia’s largest superannuation fund poured nearly half a billion dollars in retirement savings into tech giant Nvidia last quarter, dialling up its position ahead of the stock’s record-breaking crash on 27 January.
US Securities and Exchange Commission filings show AusSuper bought 2.42 million Nvidia shares in the three months ended 31 December 2024.
Based on average prices, that represents an estimated $US304 million ($489 million) in Nvidia buying. AusSuper’s direct stake in the chipmaker was around 7.9 million shares at 31 December, valued at $US1.07 billion at the time.
However, the industry super fund’s total exposure to the stock was likely much higher, given the SEC filing reflects only direct holdings, and not shares held through third-party investment mandates.
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The semiconductor sector must feel like a second rate boxer. It's getting beaten up every day.
AMD bettered all expectations but is down 10% pre-open on concerns about it's outlook. Investors are guessing about the future numbers and possible chip tariffs. The outlook for this essential sector is very cloudy.
AMD bettered all expectations but is down 10% pre-open on concerns about it's outlook. Investors are guessing about the future numbers and possible chip tariffs. The outlook for this essential sector is very cloudy.
I'm on nvidia at about $120 and palantir at about $67.
Pretty much threw my weight behind them. Not sure on nvidia just yet. Common-sense says a lot of chips should sell but Trump is a bit of a wild card.
I worry palantir ceo Alex Karp is a bit of a grifter.
Pretty much threw my weight behind them. Not sure on nvidia just yet. Common-sense says a lot of chips should sell but Trump is a bit of a wild card.
I worry palantir ceo Alex Karp is a bit of a grifter.
Dona Ferentes
beware the aedes of marsh
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Nvidia has released fourth quarter earnings that have beaten expectations with record quarterly revenue of $US39.3 billion ($62.3 billion) and operating income of $US25.5 billion.
The shares rose briefly by 4 per cent before paring gains in after-hours trading following the most hotly anticipated result of US earnings season. Analysts had expected revenue of up to $US38.32 billion, which was a 73 per cent increase on the same time last year.
Nvidia’s own guidance for the quarter, provided at its last earnings call in November, was for revenue of $37.5 billion, plus or minus 2 per cent. Analysts had expected net income to reach $US21.08 billion, up from $12.84 billion last year.
The shares rose briefly by 4 per cent before paring gains in after-hours trading following the most hotly anticipated result of US earnings season. Analysts had expected revenue of up to $US38.32 billion, which was a 73 per cent increase on the same time last year.
Nvidia’s own guidance for the quarter, provided at its last earnings call in November, was for revenue of $37.5 billion, plus or minus 2 per cent. Analysts had expected net income to reach $US21.08 billion, up from $12.84 billion last year.