NVDA 132这单入

N
NewLeaf2021
楼主 (文学城)
天气晚来秋
买早了
三心三意
Also bought more at 132.7
加州阳光123
感觉还会跌,

为什么?资金转入其他股票了还是因为SCMI的缘故?

T
TalkToMi
同意。昨天就可以看130.今天似乎可能看更低。ymyd, 瞎喊,错了正常。
o
ozstart
泡沫太大
三心三意
All these price movement already predicted in my post

Right after earning is out, I mentioned that NVDA is overvalued at 150 or above, and would be fair valued at 130. Market will never be rational, so, I am looking to re-establish trading position gradually from 135 to 125.

There is ZERO surprise here

三心三意
can't let day to day price impacting our investment thesis
N
NewLeaf2021
是否NVDA在明年2月财报前大概率就在目前区间波动?

除非有什么特别利好消息出来。

加州阳光123
我觉得每次NVDA季报后都是走低,以后在季报前三四天减仓 :)
三心三意
Stock at end of day is driven by fundamentals

I mentioned this in my last post too, investors (ie, big instituions who make decision on $B investment) need to see blackwell back on track, before they start buying aggressively above 150 level. 

Until then, they will try to manipulate stock "down" to accumulate  at lower level 125-130 as this gives them the best profit space. 

So, the signal for NVDA to go firmly above 150 is when we see blackwell in full swing in its earning report. It could be next quarter, it could be 2 quarters away. But it will come. 

Until then, trade like instituions who accumulate on weakness, not like  无脑散户 who sell in panic

 

N
NewLeaf2021
嗯。