Now tell me, was it a good idea to sell Nvidia $NVDA stock? 😄
Analysts at investment bank Citi predict Nvidia will gain a dominant 90% share of the AI chip market by 2025. This estimate is based on the expected growth of the AI chip market from $12 billion in 2022 to $120 billion in 2025.
And besides, Goldman today raised the target to $495 per share from the previous $440.
Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity
Well, if one sold it at a profit and based on one's own research and analysis, then yes it was the right decision.
I ask because it seems to me that if I sell the stock the company will suddenly announce 200bn worth of buybacks, a new breakthrough product and analysts expect 300% upside potential 😂 I sold at a profit and probably don't regret it too much, I don't know what to expect next.
Does it say how and where all these chips are made? If it's even remotely possible, which I doubt quite a bit, all the Nvidia orders will go to TSMC and you can choose to pay a FWD P/E of 40 or 15.
No no, it just states that they will most likely beat AMD and dominate the market based on demand growth in the next few years. Good point with TSMC, it seems to me they are overlooked by many investors and are in their basic pond of Intel, AMD and Nvidia.
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