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D K
Ticker Symbol: YOU
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Comments by "D K" (@DK-ox7ze) on "Ticker Symbol: YOU" channel.
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Nvidia has already launched H200. So that comparison with H100 is not reflective of the best out there.
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Bought Nvidia based on this video and it's down by 7% now. Product understanding is not everything. You need to consider market forces before putting out such videos.
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Both Palo Alto and Fortinet are already at a peak point. No point informing us when the opportunity has already gone.
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Why don't you share your portfolio with us with exact stocks, figures, profits and loss?
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@TickerSymbolYOU If you were dollar cost averaging then you would be buying Nvidia every month/week, and not announcing here that you are buying it now.
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How much more do expect SuperMicro to rise, given its already impressive rise?
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When was this recorded?
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My portfolio has gone from 70% profit to 15% listening to this guy
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Great summary of the event. Much better than other ones on yt.
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GPT 4.5 just came out and it's not that impressive. The reason being that current architecture used in GenAI isn't scaling well with more compute and data. Which means models won't become smarter just by throwing more compute. Which means companies won't need that much AI hardware as previously thought. Which is bad news for Nvidia. So there is a strong possibility of stock going down much further.
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Liquidated AMD just few days back.
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@TickerSymbolYOU The fact that you have titled your video as "I am buying Nvidia stock after earnings" indicates that you don't DCA but buying it now. If you were doing DCA then that title makes no sense.
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I am regretting missing the recent Tesla rally.
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You said earlier that AMD will explode. But it tanked after the recent earnings call. Thoughts?
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He is paid by Nvidia to boost its stocks.
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@ How much upside do you think they will give in a year's time?
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@ He keeps saying to buy stocks like Nvidia with such confidence but it keeps going down
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What about Microsoft? It is bigger cloud provider than Google and the stock is also quite low right now.
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@ Okay. So regarding the companies you mentioned in this video, do you recommend buying them now or wait till market starts to rebound in a stable way?
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There's no security risk in Apple's partnership with OpenAI. Only when users grant permission, iPhone will reach out to openai. And this has to be done for every such request. So users privacy and security is in their hands. Elon Musk hates OpenAI so he is just bashing the Apple deal for no reason. Can't believe you made an entire episode based just on that.
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@TickerSymbolYOU It launched last quarter. Plus AMD said it already has a year's worth of bookings. But inspite that it didn't meet wall street expectations and stock went down
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So when do you think the stocks will bottom?
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Just few weeks back you were saying buy Nvidia and it has great potential. Now you have abandoned it. Can't trust you.
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@TickerSymbolYOU The point is that it was a bubble, which you denied.
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Then why did the stock went down significantly in past few days inspite of strong earnings and more partnerships?
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How much did you make on Nvidia?
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You missed Tesla's impressive growth. Anybody buying Tesla?
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@ Stock price is barely above what it was 2 months back.
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@ Yes
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So do you expect Nvidia to go down further?
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This is based on the assumption that the tarrifs on semiconductor won't actually be implemented. But if they do, we are doomed.
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What do you think about Qualcomm? It's new Elite chips are now in Windows PC, and that's a huge market.
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@TickerSymbolYOU Just because you predicted otherwise doesn't mean it doesn't make sense. There are market forces which dictate the stock, beyond just product understanding and fundamental analysis.
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Are you buying more Nvidia right now? Or would you wait because of the recent peak in its price?
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