$NVIDIA(NVDA)$ Semi bullish an

Semi bullish and Semi bearish.

Overall bullish as they will be the intel liek when they are in their Hay days,

Long long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks.

Not that responsible by Jensen and Zuck to dismiss Quantum.

But if anyone can do it. It will be Google. It's the most underrated$Alphabet(GOOG)$ company as well. Not getting sued for monopoly for nothing.

$NVIDIA(NVDA)$ is also monopoly in some way. But with the big BAN ongoing, am sure a lot of sales will still happen but not reported. So a lot of black market and unreported profits. Stupid to ban actually... lost in taxation income. Coz we all know it will still be sold in one shape form or another.

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

Tigerous
01-15
Tigerous
Will surge before they drop again
Aenon
01-15
Aenon
Agree too. They hit a ceiling now. Esp w the ban. Let’s see.

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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.\n-------------\nDoes it mean Nvidia's moat is gone?\n you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? \nWhat's your target price to buy the dip?","image":"https://community-static.tradeup.com/news/73d8eb03191a3fa77e66ecd483061b0c"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n \nSemi bullish and Semi bearish.\nOverall bullish as they will be the intel liek when they are in their Hay days,&nbsp;\nLong long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks.\nNot that responsible by Jensen and Zuck to dismiss Quantum.\nBut if anyone can do it. It will be Google. It's the most underrated<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> &nbsp;company as well. Not getting sued for monopoly for nothing.\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> is also monopoly in some way. But with the big BAN ongoing, am sure a lot of sales will still happen but not reported. So a lot of black market and unreported profits. Stupid to ban actually... lost in taxation income. Coz we all know it will still be sold in one shape form or another.\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n \nSemi bullish and Semi bearish.\nOverall bullish as they will be the intel liek when they are in their Hay days,&nbsp;\nLong long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks.\nNot that responsible by Jensen and Zuck to dismiss Quantum.\nBut if anyone can do it. It will be Google. It's the most underrated<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> &nbsp;company as well. Not getting sued for monopoly for nothing.\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> is also monopoly in some way. But with the big BAN ongoing, am sure a lot of sales will still happen but not reported. So a lot of black market and unreported profits. Stupid to ban actually... lost in taxation income. Coz we all know it will still be sold in one shape form or another.\n </body></html>","text":"$NVIDIA(NVDA)$ Semi bullish and Semi bearish. Overall bullish as they will be the intel liek when they are in their Hay days, Long long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks. Not that responsible by Jensen and Zuck to dismiss Quantum. But if anyone can do it. It will be Google. It's the most underrated$Alphabet(GOOG)$ company as well. Not getting sued for monopoly for nothing. $NVIDIA(NVDA)$ is also monopoly in some way. But with the big BAN ongoing, am sure a lot of sales will still happen but not reported. So a lot of black market and unreported profits. Stupid to ban actually... lost in taxation income. Coz we all know it will still be sold in one shape form or another.","highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":2,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/392821292662952","repostId":0,"isVote":1,"tweetType":1,"viewCount":981,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":674,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":392837797847552,"commentId":"392837797847552","gmtCreate":1736931589136,"gmtModify":1736935549588,"authorId":4195362055063892,"author":{"id":4195362055063892,"idStr":"4195362055063892","authorId":4195362055063892,"name":"Tigerous","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":392821292662952,"objectIdStr":"392821292662952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Will surge before they drop again","text":"Will surge before they drop again","html":"Will surge before they drop again","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":392937448738936,"commentId":"392937448738936","gmtCreate":1736956364392,"gmtModify":1736956369722,"authorId":4096954397979090,"author":{"id":4096954397979090,"idStr":"4096954397979090","authorId":4096954397979090,"name":"Aenon","avatar":"https://static.tigerbbs.com/5f68c79feb70bd0e2aba2d7aec25d3e0","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.15","exceedPercentage":"93.80%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":392821292662952,"objectIdStr":"392821292662952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Agree too. They hit a ceiling now. Esp w the ban. Let’s see. ","text":"Agree too. They hit a ceiling now. Esp w the ban. Let’s see. ","html":"Agree too. They hit a ceiling now. Esp w the ban. Let’s see. ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/392821292662952"}