Nvidia 🍟 💻 - NVDA

The deal won’t happen

I’d assumed this had been priced in, it was very clear that this was highly unlikely to go through.

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The ARM sale is now no longer going ahead.

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Needs to fall to around $125 before I consider buying.

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Interesting. I saw value (long term) from $170. Have averaged down from there.

I think you’d be assuming really high growth at around $170. I don’t think that long term NVDA will be able to grow at a level that would justify a current stock price of $170. A P/E of 32 and below is fair in my opinion.

Yes long term I am.

I find it difficult to time the dips to any great accuracy and was prepared for a short term hit.

5 years from now it won’t matter much hopefully.

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Fair enough. I’m waiting for around sub $130 before I look at NVDA. Good luck to you :slight_smile:

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Im watching for the dip for Nvidia, I’m new to investing with shares and trying to learn what makes a share drop in price and news like this is giving me good indication that i know what to look for now, so by reading some of your comments im guessing its still not totaly worth to invest?

Thanks :slight_smile:

What is often (i.e. not always) built into a share price is an expectation - that expectation might be to do with profit or revenue or some other relevant metric dependent on where the company is in the business cycle.

If a company makes a profit that is in line with what is expected its value does not usually go up. One of the reasons that Nvidia’s share price dropped yesterday is that the company did not meet its revenue expectations. This might not be the only reason. This could have triggered people to look more closely at its prospects and revise their beliefs about the company.

Going on to the internet and asking strangers for advice about what a good price for a share is or is not is really really not a good idea. You have no idea if you are talking to a gambler or even someone who is trying to puff up or dump a share. You might be talking to someone who knows very little about the company and might simply be basing his “good price” on a previous price the company held. The latter might seem sensible to a lay person - but it isn’t.

A previous price the company shares held might be something to do with what stage of growth the company was at that point and what the market expectations were at that point (and there will be a random element to it anyway). You need to think about future prospects to work out whether you want to purchase a share or not. In fact, if you are an investor rather than a share trader, and you want to hold for a long time, you might not even be interested in the present price.

I strongly recommend you hit the start button on Freetrade Invest Hub and read as much as you can before you continue.

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NVDA trading above it’s all time high during post market hours @ $375.

Nvidia reports Q1 EPS $1.09, consensus 92c
Nvidia sees Q2 revenue $11B, +/- 2%, consensus $7.15B

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Nvidia trading around $398 pre-market! :scream:
I have sold about 1/4 of my holding thinking it was overvalued a few weeks back :smiling_face_with_tear:

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I sold mine a while back thinking the valuation was getting ahead of itself and thinking all the AI hype stuff was getting a bit overblown. Still made a decent profit so I’m not too upset.

Still think it’s a good company, but I’m still wary of the valuation so I’m not buying back in at these prices

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Agree 100% That’s exactly my thought. I only sold a percentage, but I might sell another 1 or 2 shares and put the money on companies in my portfolio that I consider undervalued and have the same probably of compounding for the years to come.

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Wow. Massive jump. What happened

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Earnings, positive outlook and AI hysteria…

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Shares up around 24% yesterday, an increase of £150billion, which is around the total value of Shell!

I don’t hold, although I did have a bit a while back.

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Crazy money and no idea how the PPS will go. Reminds me of a gold rush and the people selling spades.

NVIDIA have have a virtual monopoly on enterprise GPUs.

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This is another one I haven’t had the chance to buy into with the microchips and amd as well

Feels bad man missed the jump on them.

Congrats again to all who have bought in

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