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A comment on Intel stock collapse worsens as $3.5T chip rout spreads. Parent comment

Re:Intel stock collapse worsens as $3.5T chip rout spreads by dboreham on Monday November 02, 2026 @09:09PM (#50347102)
The other two don't actually make chips though, so there's that.
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by madaxe_again on Tuesday November 03, 2026 @02:21AM (#50349055)
Market consensus is that Nvidia don’t have any real products or customers.
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by pjc50 on Tuesday November 03, 2026 @04:54AM (#50350010)
You forgot the /s marker.
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by madaxe_again on Tuesday November 03, 2026 @05:23AM (#50350170)
Somehow everyone seems to be deadly serious on this, even when literally all available evidence points to the contrary.

I’m fully expecting Nvidia to see a P/E of under 10 within a year.

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Re:Intel stock collapse worsens as $3.5T chip rout spreads by solyin on Tuesday November 03, 2026 @05:28AM (#50350209)
Do you have a short position in based on that, or are you just talk?
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by madaxe_again on Tuesday November 03, 2026 @06:48AM (#50350821)
Nah I’ve a pretty sizeable long position that I’ve pretty much just sat on for a decade - I expect serious compression and then serious backlash over the next year though, as I don’t think their sales are going to slow down as the market seems to assume - we are still just in the foothills, the Newcomen engine. We ain’t seen nothing yet, and Nvidia is positioned to own a serious fraction of the future global economy.
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by pjc50 on Tuesday November 03, 2026 @09:56AM (#50352793)
> fully expecting Nvidia to see a P/E of under 10 within a year.

> Nvidia is positioned to own a serious fraction of the future global economy.

=> just how bad are you expecting global earnings to be?

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Re:Intel stock collapse worsens as $3.5T chip rout spreads by pjc50 on Tuesday November 03, 2026 @06:19AM (#50350594)
What evidence?

The AI boom is overstated but that is not the same as nvidia not having a business.

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