NVIDIA Corp

u/TargetBan▲ 157 upvotes166 comments

"This Market Genuinely Makes no Sense" First time here?

A 166-comment argument over whether AI chipmakers and hyperscalers at teens-to-low-20s P/E are now cheaper than Wingstop, Cava and Starbucks at 34 to 100-plus. The pushback is worth reading: defensive and restaurant multiples only look safe until you price the growth you are paying for.

u/Puzzled-Question-156▲ 525 upvotes210 comments

Greenspan called it "irrational exuberance" in Dec '96 and the Nasdaq still nearly 4x'd before topping, so being right about the bubble but early is just being wrong with extra steps. Amazon dumped ~90% in the crash and still became one of the best trades of the century, while META and ORCL print tens of billions in cash flow, they're not pets.com. Doom posts always sound smarter, but the money goes to whoever can sit through the ugly headlines, not to whoever predicts them.

The thread's argument is about financing costs: the claim that money-losing AI builders now face double-digit borrowing costs while profitable ones keep compounding. The top replies push back that being early on a bubble call is still being wrong.

u/Electronic_Bend3124▲ 4.4K upvotes771 comments

You had the best investment of your life and turned it into the worst investment of your life. You are a true regard.

Selling half a six-year Nvidia position for a car converts an unrealized gain into a taxable one, and 771 comments are debating whether borrowing against the shares would have been cheaper. How you fund a windfall purchase decides what you keep.

u/Broke_BruceWaynee▲ 501 upvotes114 comments

Tesla cut AI spending and now oracle. NVDA about to dropppp

A hyperscaler voluntarily capping capex is the first real crack in the AI build-out narrative, and traders are already asking who loses the order. Oracle's pledge to limit new capital raises to $20 billion through FY30 only matters if the FY29 free cash flow target lands.