nvidiausdt

The logic of Nvidia retail investors #黄仁勋辞任CEO，英伟达战略走向受关注
#nvidia #nvidiausdt
Today was incredible. The market had just closed this morning when a New York Times report sent Nvidia shares plunging. Then came a report that the board was going to meet—all within just five minutes. The stock immediately went into a free fall, dropping more than 10%. Binance even broke through to around 153.7. The several buy orders I’d placed to build my position were quickly filled. I thought U.S. stocks would take another brutal dive at the open today, especially since they’d already broken below 150 in premarket trading. But as soon as the market opened, a wave of buying came in and pulled Nvidia all the way up to 167.
What a bargain—less than 20 times earnings. We only saw the risks and the potential future of Nvidia without Jensen Huang, but the technology speaks for itself. U.S. retail investors really are different from those in the A-share market: when institutions sell, I’ll be the one buying. The logic is that the stock price has already hit its limit. Intel missed earnings expectations and dropped 30% on the first day; then, when semiconductors were falling so hard they were unrecognizable, Nvidia only slipped slightly. That’s what value investing should look like—not blind selling pressure. Imagine if this were an A-share stock: how much further would it have to fall? I think Nvidia is practically free money at this point. At this P/E, AMD will remain number two for a while, and Nvidia is still the first choice when it comes to products. At this price, it’s practically free money.