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irene_z9xe2

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GOOGL·about 1 month agoWarren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.

Buffett’s $10B bond purchase is a non-event for GOOGL stockholders. It signals Alphabet’s balance-sheet strength, not its future stock performance. Buffett’s bond purchase has no bearing on Investors GOOGL shares. It neither helps nor hurts investors like me. It’s simply irrelevant. We didn’t miss an opportunity. We didn’t get disadvantaged. We didn’t get front‑run. We didn’t get diluted. WE didn’t get signaled against. It’s just a billionaire buying a safe yield instrument...

GOOGL·4 months agoAlphabet Inc. remains one of the most strategically positioned mega-cap platforms globally.

This article is encouraging for investors. However, it does not provide: Evidence of AI monetization, Evidence of CapEx productivity, Evidence of Cloud margin expansionl, Evidence of Search stability under AI pressure, It is strategic positioning and not fundamental inflection. Thank you and congratulations.

NVDA·10 months agoNot a Bubble, But the "Industrial Revolution 4.0" Engine

I like this article. I understand that NVDA offers a very high probabilty of soaring returns and many analysts have set its fair value between $200 - $240. But the stock is maintained down by large investors and continue for already many months to circle around $179 -$183 without being able to stabilize at $190, therefore I am fustrated... My comment is not SPAM

NVDA·10 months agoThe AI Infrastructure Giant Grows Into Its Valuation

"With 60%+ revenue growth, 73% gross margins, fortress-like financial strength, and market-leading products, NVIDIA has earned its valuation." I agree with this statement. However, I still feel like the stock is being kept artificially low by speculators and short sellers claiming that NVDA might not meet its sales and profit targets. (Today, at 9:45 AM, the stock is still down at $178.30.)

NVDA·10 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

I am sorry for the abbreviations. I am always in a hurry ( Works + Home + Ranch, etc...). I will try to be howdy next time. Irene

NVDA·10 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

- Even though the narrative is strong, there are several risks to be mindful. 🤑 - From a valuation perspective, they help justify a premium multiple relative to peers. 👍 I appreciate it

NVDA·10 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

NVDA·11 months agoThe company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

Based on the last few days and compd ared to the other stcos in ,my portofolio, NVDA is too volatile - rollercoaster. By the end of today, NVDA has given back almost all the gains of last week. NVDA has difficulties to stabilize at the level of its fair value. "These deals add conviction to the long-term narrative on NVIDIA, but they don’t guarantee smooth sailing. Execution and margin deliverables will determine whether the multiple expands further or contracts.

NDAQ·11 months agoMomentum in Technology and AWS Collaboration Will Drive Broader Market Transformation

I prefer when an analyst readjust a price target, he should also give us a time frame for this target.

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