Dwayne Sheng
2024-12-19

$NVIDIA(NVDA)$  things look kinda shaky at the moment for Nvdia. I personally do own some Nvdia directly and also indirectly (through $SPDR Portfolio S&P 500 ETF(SPLG)$  and a growth ETF $SPDR Portfolio S&P 500 Growth ETF(SPYG)$ ) both in which NVDIA is ranked pretty high in their holdings. I'll hold my horse for now to decide whether to own more. 

Modified in.2024-12-20
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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • AmandaViolet
    2024-12-20
    AmandaViolet
    It's wise to stay cautious.
Leave a comment
1
7