Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff
by bgnn on Tuesday January 28, 2025 @03:45AM
(#42850186)
Why should they invest in Nvidia now instead of investing companies which can capitalize on the applications of AI.
Also, why not invest in AMD or Intel bur Nvidia till now: Because Nvidia had the moat and there was a race to buy as much GPU as possible at the moment. Now momentarily Nvidia sales would go down.
For long term investers who are investing in a future, not now, Nvidia was way overpriced. They will start buying when the price is right, but at the moment it's still way too high. Nvidia is worth 20-30 billion or so in reality.
Also, why not invest in AMD or Intel bur Nvidia till now: Because Nvidia had the moat and there was a race to buy as much GPU as possible at the moment. Now momentarily Nvidia sales would go down.
For long term investers who are investing in a future, not now, Nvidia was way overpriced. They will start buying when the price is right, but at the moment it's still way too high. Nvidia is worth 20-30 billion or so in reality.