NVDA is a solid investment capable of generating returns, but lacks trading excitement due to its 5 trillion market cap and muted post-earnings price action.
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I wish I understood it better four years ago would be so powerful, right, that all the machinery that goes into it, not just about Nvidia, the machinery, the products, the pieces that go into everything, whether it be memory, right, whether it be uh data centers, that that would be the trade.
It would be so much bigger than Nvidia. And of course, if all those things are doing well, then the backbone of all that are chips and semiconductors.
obviously the the big dog in the AI space is Nvidia and you and I haven't talked since Nvidia reported earnings last week, last Wednesday. I mean a blowout report on all cylinders was a great report um from Nvidia.
The stock not as exciting as names like Dell and other names that could have huge moves after earnings. But what do you think about Nvidia? Can it be an exciting stock again for traders at some point or is this just going to forever be a safety play in the AI space?
I think it's a great stock to invest in. I think if you're looking for excitement, no, probably not. But that doesn't mean you can't make lots of money. So I think it's a market with a lot of fits and starts like and really to concentrate on timing, right?
Like I hate having to be exact with timing, but we're in that type of market. So what I mean by that is if you take a look at uh Nvidia, that was a monstrous move, right? And then it had some follow-through the next day, but then it gave it all back.
But anyone who followed that price action through earnings and believed in it, had a great couple days. The thing is, we're not getting that crazy followthrough, and that's probably just simply the size of the company. It's 5 trillion market cap.
Because if you look at other arenas uh within tech, you have Broadcom trading down. You have Nvidia leading while Marll sucking wind.
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