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For the mid-cycle refreshes (aka pro models)?
Yeah... Should buy the crap out of their stock. Chip shortage is over so they are probably selling quite a lot
I own both AMD and Nvidia stock, both are going up quite a lot, Nvidia especially. Palantir registered a significant gain the other day. AI is the hot item lately. Nvidia has reached out to Intel to strike a deal to have Intel fab chips for them since TSMC cannot produce chips and packaging quickly enough.
yeah with Intel buying all of the next gen machines from ASML(?) for the next few years, I'm thinking we're going to see a pretty big jump from INTC in their fabs
I think Nvidia will exceed $1,000/share either this year or next. I think investors/analysts are having troubles wrapping their heads around a company's stock gaining so quickly and it being sustainable. Nvidia's AI components are still in high demand and they will likely have another fabulous quarter. Nvidia is breaking the traditional stock formulas do to sustained high demand and they being the biggest game in town for AI while many others are playing catch up. AMD is a bit behind, but they have room to run. I think they may hit $200-300 in 2025 unless they have a couple of blowout quarters that get investors excited in 2024.
Maybe, depends on their pricing for wafers and if they get enough demand from big name companies such as Apple Nvidia, etc. TSMC is the largest chip producer now, exceeding both Samsung and Intel. Intel will have the upper hand with leading edge node experience.
Don't be so sure. Tesla, Apple, and Amazon exceeded $1000/ share with Amazon and Tesla exceeding $2,000/share before their last stock split.
100% also amzn and msft
I'm also sure the AI market is growing and will continue to steal market from all sectors
$50,000 would've made you 1-2 million over the last 6-12 months
10x split does not increase the cost of your stock by 10, you're not getting 9 free shares for every 1 share you own, in fact it does just the opposite, the value of each stock drops by a factor of 10.
What ?
Splits just make it easier for people to buy the stock, buying 3 or 4 shares at $100 is a lot easier than 3 or 4 at 1000 for the smaller guys, the big guys it’s completely irrelevant as you said because $2M is still buying $2M in shares.
More relevantly, 3-4 shares at $100 each is a lot easier to buy than 1 share at $1000.
Why is it insane? The value of what you have does not change. And you as a stockholder do not decide if you want yo do it, sure you get to vote if it's done but it then gets done whether you want to or not.
It basically leaves an avenue for more stock to be available to the public, as every 1 share there now exists 10, so if you sell the value of "1" original shares 10 people can buy.
Because you own now more 10 time more stock than before ? Yes but that contradicts the: you're not getting 9 free shares for every 1 share you own part.
And those 9 new share are owned to be people that owned those 1, every share is owned by someone, this is not a company diluting stock by emiting new stock, but a litteral split of the currently own stock.
I am not sure how big the distinction is between getting to vote and deciding, but why as a group stockholder ever accept to divide their money ? I think I do not understand what you mean how can the value of what you have does not change if you do not get more stock.
On my phone so just going to reply to this part which may clear everything up.
Your missing the bigger picture here. Nvidia will keep growing and keep splitting.
Marginally (it can get very small individual to buy a bit more, but very small individual investor they tend to buy Nvidia by buying index-or via mutual fund) in modern days how bigger of a return Berkshire A would have done with splits ?
In the above example the 131 shares would now be 1310 shares @ 1064 = $1,393,840
When the stocks splits, so does the price. 131 shares at $1064 per share for a total of $139,384 would be equal to 1310 shares at $106.40 per share for a total of $139,384.
Do it twice and you can become a billionaire! And then be able to afford Nvidia cards for life... possibly.
Alright so maybe it'll take 3 years to make those 2 million dollars, based on how often they split before
Don't forget Microsoft is designing it's own AI chip too, however nvidia is 1-2 generations ahead so that will take at least 3-5 years for competitors to catch up