I really don’t understand the animus between AMD and NVDA investors. I realize the competition in product lines but the scenarios in which one of the companies does very well and the other very poorly are highly unlikely. If AMD flies, so will NVDA and vice versa. I wish AMD longs well and hope they get to $50 soon because I expect NVDA to be at $500. I hope AMD investors make a ton of money because that means it is likely that NVDA investors also make a ton.
I know this is the NVDA board, but maybe you know I've been pounding the table on $FB for a long time. I'm pounding it harder than ever now. FB may earn $10/share in 2018, putting it at a 17 forward P/E. I'm more heavily invested in NVDA, but at this insane level of profitability the risk/reward for Facebook just soared after this earnings report. It is almost funny, how assuredly that stock will hit $300+ in the next couple of years. At $10 EPS, $300/share is only 30 PE. It could get to $300 IN LESS THAN 1 YEAR! Heck, it could hit $400-500 next year if the general market goes into bubble mode. But even without bubble mode, $400-500 in 3-4 years looks incredibly likely. I can't be nearly so sure about NVDA hitting $400-500, or even $300. BUT, I would say that over the next 6 months, there's a good chance NVDA beats FB to the $200 mark. I just don't have good longer-term visibility on NVDA like I do on FB. If I sold all my NVDA tomorrow at $168 and bought FB at 173, I don't think I would regret it in the long run. But I might regret it in the short run if NVDA runs to $275 in November while FB is still at $180-190. So that's where I'm at right now.
Another great day tomorrow.
may i add kalpesh 170 call today was wrong again not bashing
We gotta hit $170.
You peeps really are too high-strung. If this stock doesn't go up 1-2% every single day, you start wetting your pants. We went from $104 to $166 in just a few short months. #$%$ more is there? Stop sweating bullets over nothing. This stock has another 15 years in it or more. Just go long and stop the constant whining about every 50-cent pullback..
My biggest purchases ever of $FB just happened. 173.50-174.50. Cheapest shares I ever bought. ( this after I sold yesterday's 171.30's for 176-179 in pre market )
If NVDA were to hit $200 in a few weeks, that would be a 100% gain in about 100 days. That is insane. Do you really think the earnings will justify such a huge valuation increase, from $59B in May to $119B in August? Please, only intelligent responses. (cue the crickets)
What happened to AMD's slam bangin monstrous earnings beat? AMD Sucks! BWAAHAAHAAHAHAHHAHAA!
whooz yor daddy
Unlike NVDA I do not see any analysis raising targets on AMD. A bit of a red flag
who here believes that NVDA will end up red today?
whooz yor daddy
FB is up just marginally.
should be 175 on earnings after 10th next month
Lrcx might pull this back up tomorrow if they beat estimates.
I think the run is ready to start, better jump in if you haven't yet.
Many people in this board have insulting and mean full responses to me, I suggest if you don't have good words to say then keep your thoughts to yourself.
whooz yor daddy
I am officially back into GOOG. May the Force be with me!
amd up 7%. nvda earnings and outlook will be fat more impressive but I'll take a 7% bump in one day. lol