1. Even at 120 nvda is still expensive to own and they require insane bulish news to justify their high valuation of the stock.
2.Deepseek insanely lowballed the valuation of AI companies, and using lower quality chips meant that companies don't need to buy expensive chips from nvda to do high quality effcient machine learning, thus, affecting their profits if companies go for lower end chips.
3. Trump is most indefinetly going to curb the entire AI Chips to china after what deepseek did, not just restricting some exports. Affecting nvda profit margins again.
4. I predict the talk with jensen huang is gonna be useless, ain't stopping trump from hating on china and banning US chips from them. Cutting off nvda market supply to china, profits affected again since china is one of the biggest markets for the demand.
5. If you had noticed jensen huang selling his shares, should spark some red flags that he himself thinks the stock is overvalued and is selling his shares.
These are my own personal opinions.
I would only look to buy at 90-100 range near its fair value.
#notfinancialadvice
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