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2025 / 2026 Investment Thread

cheez said:
Yes, it is just China going after them. AMD is the only manufacturer coming close to beginning to erode NVidia's market share.
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Yep, as mentioned, not just China. Very likely there’s other companies and countries with projects at various stages of development not interested in being left behind.
Innovation isn’t limited to one company. In another year or two there’ll be other disruptions to NVDA’s dominance.
 
You'd have thought the same about tsla, but they're still holding grossly overvalued. You'd think it's gotta pop someday, but the power of the reddit minded r-word is strong.
 
byke said:
You'd have thought the same about tsla, but they're still holding grossly overvalued. You'd think it's gotta pop someday, but the power of the reddit minded r-word is strong.
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That is a bus I never jumped on directly though obviously in my index funds just like nvidia.
 
Blankpage said:
Yep, as mentioned, not just China. Very likely there’s other companies and countries with projects at various stages of development not interested in being left behind.
Innovation isn’t limited to one company. In another year or two there’ll be other disruptions to NVDA’s dominance.
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The pullback yesterday was around China open-sourcing their DeepSeek model which is reputed to be very effective and run on CPU rather than GPU hardware. There are many other hardware companies trying to build market-competitive hardware, and plenty of other software companies trying to make more efficient software that requires lower Capex spend to achieve the same results. Only a few nations are on our tech embargo list though, and China is one of them, as a result they haven't gotten allocations of NVidia's GPU hardware. So I was making it clear that specifically China was acting (against its own capital interests) to undercut NVidia's market position with their direct action of open-sourcing what could otherwise have been an incredibly profitable closed-source model.
 
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Pelosi unloaded a bunch of Nvidia before it crashed.

Just sayin'.
 
Killroy1999 said:
The S&P500 ETFs like VOO automatically buys more NVDA when NVDA becomes larger because it is a capitalization-weighted index.
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When NVDA rises, its percentage of VOO's market cap simply increases. VOO doesn't purchase more NVDA (unless of course investors buy more VOO).
 
Abacinator said:
Paul Pelosi sold 10k shares in December.
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Indeed, 4 weeks before the announcement by China.

Did congress get a heads up is the question.

  • December 31, 2024: Pelosi reported selling 10,000 Nvidia shares valued between $1 million and $5 million.
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About DeepSeek? Doubt it, the average congressman doesn't have a clue about that kind of stuff

A Dec 31 sale is likely just freeing up money for other trades, or maybe to balance capital gains/losses
 
Reli said:
When NVDA rises, its percentage of VOO's market cap simply increases. VOO doesn't purchase more NVDA (unless of course investors buy more VOO).
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You are right. I was wrong.

Hear how the % of a Capitalization-weighted indexes index works

1738178970481.png
 
byke said:
Writing or buying? I'd assume writing for the likelihood, but the potential downside,,!
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I bought. Speculative bet. I also heavily invest in ASTS, RCAT, RKLB, LUNR.

ASTS is a great buying opportunity right now. They can deliver on D2D unlike SpaceX
 
I let my financial advisor handle all my investments. I make 18 to 20 percent on the average.

I still have a mortgage but it’s less than 300,000 and it’s fixed for 30 years at 2.5 percent. The money I could have used to pay off my mortgage makes that 18 to 20 percent. I’m ahead of the game.

And I live entirely on my monthly SS. It pays my mortgage, food, all utilities, property taxes and I have leftover every month that I can use as I like.
 
Caddywumpus said:
They are owned by Musk. Hell his brother is on the board. they will never kick him off.
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Well, X is owned by Musk, but Tesla isn't. It's a public company, so he's just an employee. He just happens to also be the biggest shareholder.
 
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