5 ms·
Nvidia Shares Resume Fall
- belter 2y agoThe US Administration is preparing new restrictions on sales of chips to China.
- GavCo 2y agohttps://archive.md/zOrRr https://archive.md/zOrRr
- erzhan89 2y agoneed archive link
- belter 2y agohttps://archive.is/zOrRr https://archive.is/zOrRr
- deleted 2y ago[deleted]
- waveBidder 2y agoI can't help but wonder what fraction of this is import tariffs on Taiwan. Also the initial drop, can't help but wonder if someone leaked that info to some private traders.
- ruined 2y agopelosi's husband sold millions in nvidia stock https://www.newsweek.com/nancy-pelosi-sells-nvidia-stock-weeks-before-price-drop-costs-tech-stock-billions-2021725 https://www.newsweek.com/nancy-pelosi-sells-nvidia-stock-wee...
- dralley 2y agoPelosi isn't even in the top 5 most prolific traders in Congress, despite being one of the most high profile ones. Congressional trading should be illegal and Pelosi needs to retire yesterday, but the constant focus on her isn't particularly justifiable.
- moralestapia 2y agoThen ignore this information. For others, like me, it's important.
- bobmcnamara 2y agoJustifiable because she's consistently beaten the S&P500's gains by a factor of 3-4x over the last decade.
- _DeadFred_ 2y agoExercised 500 call options purchased on Nov. 22 for 50K shares, purchasing on Dec. 20 when the options were set to expire. Sold 10K of those 50K shares on Dec. 31. Purchased 50 call options Jan. 14, 2025 Why purchase another 5,000 shares Jan 14 if they have insider information they should sell?
- deleted 2y ago[deleted]
- msie 2y agoIf I had the money I would be buying right now.
- nadermx 2y agoI suppose that may be in fact why you don't have the money
- msie 2y agoGood one.
- aimazon 2y agoMy $100k line of credit against my house was approved today. I plan to pay off my house with the gains.
- deleted 2y ago[deleted]
- belter 2y agoOnly if you are shorting :-)
- msie 2y agoRealistically, in the long run Nvidia's stock will soar. I can't believe people will think otherwise.
- mrbungie 2y agoI wish I was so confident about future events.
- karmakurtisaani 2y agoCareful what you wish for, sounds like a recipe for disaster to me.
- jeffbee 2y agoCalifornia Dept. of Finance panicking.
- legitster 2y agoThis is probably a massive overreaction. No one is cancelling orders and the future of AI is still going to heavily involve GPUs. If not for LLMs, then for image and video generation. Of course, if the stock was overly inflated from false expectations, this could certainly be a resetting to the normal. Also, I can't help but feel like DeepSeek is a red herring for the market overall. The stock market's overall dip didn't happen until after the slew of Executive Orders hit. The federal spending cuts are certainly going to affect the bottom line of businesses, and they add to the seriousness of some of the other anti-economic threats like tariffs.
- nadermx 2y agoTrying to convince us or you?
- PolandKid 2y agoI hope it pushes Nvidia to hobble less of the consumer grade offerings for AI/inference. Part of this recent selloff is going to be the bubble popping effect, but it's clear that inference will be the main demand driver, and that's something where ddr5 is competitive.
- belter 2y agoThis a reaction to well sourced rumors, the US Administration will impose additional restrictions on the sales of Nvidia chips. This is in addition to the TSMC tariffs.
- giancarlostoro 2y agoI assume its just a market correction. I don't think AI is a reason, I just think some people come up with really bizarre conclusions and then the rest regurgitate it. Now had a major Nvidia competitor announced some highly competitive GPU or some AI that uses drastically less resources and can run on any GPU or CPU type of thing, maybe then I'd understand. Nvidia is still the key GPU in AI though.
- bachmeier 2y agoTheir PE ratio is nearly down to 50, leaving it only about 10% higher than the S&P 500 on the eve of its crash in 2001.
- deleted 2y ago[deleted]
- ArtTimeInvestor 2y agoIf we only look at the hardware (not the software) for inference, does Nvidia have any advantage over Intel, AMD and Google? They all build GPUs/TPUs that can run LLMs, correct?
- hx8 2y agoNvidia GPUs over significantly more performance per card than Intel and AMD. In general the limiting factor is total computation, so people will pay a premium for the best. I'm not familiar with Google's hardware, and don't think it's generally available.
- ArtTimeInvestor 2y agoWhat about AMD's MI300X? I see reports all over the web that it runs LLMs at a similar speed as an H100.
- season2episode3 2y agoIt’s available on GCP through Cloud TPU, though Nvidia on GCP is still a far bigger business.
- ArtTimeInvestor 2y agoCan you run LLAMA on Google's TPUs?
- xnx 2y agoYes. You can serve Llama on TPU: https://cloud.google.com/vertex-ai/docs/predictions/serve-llama3-with-saxml-tpu https://cloud.google.com/vertex-ai/docs/predictions/serve-ll... You can also train Llama on TPU: https://cloud.google.com/tpu/docs/v5p-training https://cloud.google.com/tpu/docs/v5p-training
- PaulKeeble 2y agoNvidia is the only one that does this on the sort of scale these AI companies need. They do boxes packed full of AI accelerators with custom high speed bus connectors and high end interconnectivity to make super computers full of GPUs very easy to purchase combined with the software to make it all work. No one else has that sort of integration to the very large that is necessary for the sort of training the top firms are doing.
- snow_mac 2y ago"Shares resume fall" - I think you really mean it resumes being a super volatile stock. On a weekly basis it gains and drops 10-15%. I know because I buy when it drops 10-15% then sell when it pops back up. I've made over $20,000 trading on Nvidia volatility alone. It used to stress me out, until I realized that I could profit off the volatility. I don't think this is an effect of the bubble bursting. This week it swung from Friday closing around $148 to this week bottoming out at $118. Currently it's trading at $121 which is fairly normal for its range within the last 3 months. It's been averaging around $120-135 for the last 3 months. I know because I trade on it weekly. The sudden "investor confidence" is mostly the excitement of the AI super investment by Trump, hence the valuation up to $148 (Wish I had a sell order at 145 not 150, I would be in the money so much).
- setheron 2y agoWhat about wash sale
- jrmg 2y agoThis is all a bit hyperbolic. The price is still over twice what it was a year ago, and the same price as in October, three months ago.
- basiccalendar74 2y agoyes, it was in the 90s last August.
- jklinger410 2y agoJust let me know when it's at the bottom
- yalogin 2y agoSomething I did not expect, apparently nvidia is the stock with the 9/10 largest stock losses in a day. So it’s quite volatile. People just don’t understand if this meteoric rise will hold or not and so suspicious. Makes sense they try to take money out if they can. On the other hand, retail investors also put 900mil into the stock yesterday
- LorenDB 2y agoGiven that both "shares" and "resume" can function as either a noun or a verb, this headline keeps messing with my brain.
- ant6n 2y agoAlso „Fall“ may be a noun or verb.
- bonoetmalo 2y agoI read this as Nvidia shares resumé fail. I sometimes think headline writers treat confusing headlines as an artform
- wtf77 2y agoPeople who share links behind paywalls didn't understand how the internet works.
- Unscented4 2y agoWhat a great headline! I love the idea of someone pausing and resuming their fall :)