cP
2024-12-17

$NVIDIA(NVDA)$  short term bearish. Pre market trading below 130. If it closes below 130 today or nx few days, 115 is possible. Can look to buy at this level or sell a cash put at 115 with expiry between 2 to 4 weeks. Tesla is too hot now and trump effect has been priced in. I will stay sideline for Tesla. Nvidia is sure a potential play. Watching. 

Nvidia's Moat is Gone: Avoid or Buy the Dip at $100?
DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?
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Comments

  • wimpy
    2024-12-18
    wimpy
    Great insights! Watching closely! [Wow]
  • SullivanRrr
    2024-12-18
    SullivanRrr
    Buy the dip in NVIDIA!
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