Day trading

[LivingAlmostLarge]

Singuy but you are hanging on forever basically to AMD, Tesla, Fiverr, and Shop right? So I think long term most stocks you'll do well if you buy and never sell. I mean unless you need it these same stocks will keep on going up and paying dividends. But I still worry we're in a general bubble.

[Scallywag]

Singuy but you are hanging on forever basically to AMD, Tesla, Fiverr, and Shop right? So I think long term most stocks you'll do well if you buy and never sell. I mean unless you need it these same stocks will keep on going up and paying dividends. But I still worry we're in a general bubble.

Interesting! I am very long on those exact same stocks, too. I am also initiating a long on NVDA!

[Singuy]

Interesting! I am very long on those exact same stocks, too. I am also initiating a long on NVDA!

I wrote a thesis on why I am bearish on Nvidia, so let me know if you are interested

[Scallywag]

I wrote a thesis on why I am bearish on Nvidia, so let me know if you are interested

Please share!

[Singuy]

I am bearish on Nvidia and bullish on amd because Nvidia still gets the majority of their revenue from gaming which is a big ass problem. The rest of the industry can potentially go asic vs cuda with amd chomping on a few percentage of the data center revenue as well. Nvidias competition in the data center space is asic, not really AMD. We saw how Tesla already moved away from Nvidia to develope their own FSD asic, and that's why Nvidias largest revenue is still from gaming with hopes built in from data centers/fsd. And that's another thing about FSD, Nvidia may never get there using their chips because their clients doesn't have the fleet for training.

So why is gaming revenue a big ass problem?

It's because of AMDs master plan (in which Intel is trying to catch up). We are on the cusp of integrating high level graphics with the CPU in one package(3d stacked for high memory bandwidth). AMD is very close in achieving this and their processor is proving the baby steps they are taking to make this a reality. When this happens, Nvidia can be SOL because it'll these processors will be in everything. The Xbox 5/ps5 is a good example of the raw horsepower AMD can achieve with half the diesize of a 2080ti with an integrated CPU.

So am I expecting AMD to beat out 3080ti or 4080ti in raw performance? No. Am I expecting that to matter if you can purchase a 3d stacked Apu with 85% of the graphics power with a super fast CPU with it? Nope. If AMD achieve the master plan, then it's over for Nvidia because if AMD decides to be exclusive with their CPU by only selling APUs, it will destroy nvidias cash cow the xx60/70 series because who would buy an Apu that is as fast as the current xx60 fr Nvidia when it already comes with the CPU?

This is why I am bearish because AMD is about to take center stage.

You can find all this info from their investor slides, about 3d stacking and such.

[LivingAlmostLarge]

i'm still feeling negative overall. I'm curious if we've really hit the bottom of the market.

[Scallywag]

I am bearish on Nvidia and bullish on amd because Nvidia still gets the majority of their revenue from gaming which is a big ass problem. The rest of the industry can potentially go asic vs cuda with amd chomping on a few percentage of the data center revenue as well. Nvidias competition in the data center space is asic, not really AMD. We saw how Tesla already moved away from Nvidia to develope their own FSD asic, and that's why Nvidias largest revenue is still from gaming with hopes built in from data centers/fsd. And that's another thing about FSD, Nvidia may never get there using their chips because their clients doesn't have the fleet for training.

So why is gaming revenue a big ass problem?

It's because of AMDs master plan (in which Intel is trying to catch up). We are on the cusp of integrating high level graphics with the CPU in one package(3d stacked for high memory bandwidth). AMD is very close in achieving this and their processor is proving the baby steps they are taking to make this a reality. When this happens, Nvidia can be SOL because it'll these processors will be in everything. The Xbox 5/ps5 is a good example of the raw horsepower AMD can achieve with half the diesize of a 2080ti with an integrated CPU.

So am I expecting AMD to beat out 3080ti or 4080ti in raw performance? No. Am I expecting that to matter if you can purchase a 3d stacked Apu with 85% of the graphics power with a super fast CPU with it? Nope. If AMD achieve the master plan, then it's over for Nvidia because if AMD decides to be exclusive with their CPU by only selling APUs, it will destroy nvidias cash cow the xx60/70 series because who would buy an Apu that is as fast as the current xx60 fr Nvidia when it already comes with the CPU?

This is why I am bearish because AMD is about to take center stage.

You can find all this info from their investor slides, about 3d stacking and such.

Thank you, Singguy!

[CameronMcGrath]

Why not play if you have money? I'd like to, too, but I don't have any... I am kind of new to this forex thing. I have rushed into it, and of course I made some mistakes. The problem was that I got hooked to some stupid add where they say how easy it is, you just need to download their app, and you're good to go. The fact is that you are not good to go! It turns out that forex is really serious trading, and few mistakes can cost you a lot. I have been studying it, and I have trained a lot also.