Stonewashed

@CGInvesting10 I’m holding NVDA MSFT in my Roth

What is 1 individual stock you would hold in your Roth IRA? Personally: $AMZN or $META

@NotA_Bull VST

What’s the first stock you will be buying when the stock market opens? No ETFs, stocks only.

@itsbullionaire_ Yes

I put my whole Roth IRA in $NOW and hit 11k. Was that a good idea?

@Vivek4real_ It’s worthless

MICHAEL SAYLOR IS BUYING, COUNTRIES ARE BUYING, BLACKROCK IS BUYING, AND BANKS ARE BUYING THEN WHY DOES BITCOIN PRICE KEEP FALLING?? 👀

@NotA_Bull NVDA

If the market drops 5-10% next week, what is the very first ticker you are BUYING?

@BullTheoryio He’s wrong. In the age of robotics and AI you can’t have enough of NVDA. He’s just saying this because he shorted the stock and has been severely loosing money oh his gamble.

🚨 MICHAEL BURRY JUST WARNED THE ENTIRE AI BOOM MAY BE BUILT ON TEMPORARY DEMAND. He published a post today calling Nvidia "the North Star, Orion, the whole Milky Way" and explaining why that makes it the most dangerous stock in the market right now. His core argument is: Nvidia is selling into a concentrated group of buyers Microsoft, Google, Amazon, Meta who are all racing to buy chips not because they need them for real revenue generating products right now, but because they are in a training and benchmarking phase that will not last forever. Hyperscalers currently account for approximately 50% of all Nvidia data center revenue. When the training phase ends and these companies shift from building AI to deploying it, the demand profile changes completely. Burry calls this the "bullwhip effect." When the buyers at the end of a supply chain over order because they are afraid of missing out, the distortion amplifies all the way back through the chain. Nvidia sees record demand. Nvidia locks in massive custom supply commitments. Data center financing expands to accommodate the buildout. Everyone bets the demand is permanent. Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Data center revenue alone was $75.2 billion, up 92%. The numbers are real but the question Burry is asking is whether the demand behind those numbers is structural or temporary. He calls it the "bezzle." A term coined by economist John Kenneth Galbraith to describe the gap between what people think they own and what actually exists. In a bezzle, the money feels real, the assets feel real, and everything looks fine until the moment it does not. Historically the semiconductor industry is highly cyclical. The persistent fear among analysts is that the current build out phase of AI will eventually lead to oversupply of computing power and when that happens the whiplash into Nvidia's revenue could be severe. Burry has been wrong on timing before. He called the market a sell in 2023 and it went up 131% since then. But the 2008 mortgage crisis he predicted also looked like a timing mistake for two years before it was not. The difference this time is that he is not just making a macro call. He is pointing to a specific mechanism, concentrated buyers, a temporary demand phase, and custom supply commitments that create obligations on both sides and saying the math only works until the training phase ends. Nvidia trades at 33 times forward earnings on $81 billion in quarterly revenue. If hyperscaler capex slows even 20%, that math changes very fast.

@NotA_Bull NVDA VST NOW

I have $7,500 to buy the dip. Which stocks should I buy?

@Alleninvests Extremely inexpensive

Is $NVDA a cheap stock now?

@Midnight_Captl NVDA is 60% of my portfolio as a core holding… The 4th Industrial Revolution is still extremely young. I look forward to what the future holds.

I bought more $NVDA today and am buying more next week Really starting to think all-in Nvidia isn’t such a bad strategy here and now

@WealthWithCash NVDA ORCL MSFT NOW VST NBIS MU

@BarleyTheadore Exactly! You got any stocks in mind?

If you lived through the 2008 crash, what advice would you give people today? A lot of newer investors have never seen a real recession.

🧐

@Midnight_Captl I totally agree!

Me and Jensen combined are going to be buying $80B of $NVDA back soon, so all the sellers are going to be sad when we rip

@Golden_Ted_ We’ll see… I hope so, so I can pick up more…

$NVDA likely drops to $212 before any bounce. Relative weakness. Best case scenario drops to $214.

@MoInvestingHQ NVDA

What stock are you currently loading up on?

@NotA_Bull NVDA

So, which stocks did you buy this week?

@simplecentsco NVDA 🎉

You can say what you want about the U.S. (I have opinions of my own 🫣)… but you CANNOT discount the strength and power of American companies! 👀 Which one are you invested in? Or all 3?

@ColesTrades Pick up some while It’s steal inexpensive!

AFTER A BLOWING QUARTER, THE STOCK IS DOWN 7.5% $NVDA IS A $350 STOCK! I’M BUYING

Buy buy buy

@StockOptionCole Same

I am begging everyone to please keep selling their $NVDA shares.

@KrisPatel99 It will be $300 before the end of the year!

$NVDA going down 8% from revenge trading on a crazy beat while the market buys up unprofitable, cyclical and low margin semi conductor suppliers and low to no margin Neo Clouds… This is a reminder that sometimes the market is more psychology than it is numbers.