…worth a read, IMHO:
https://seekingalpha.com/article/4223103-nvidia-whose-moat-m…
Cheers!
Murph
PRO and MFPP Home Fool
(no NVDA position)
3 Likes
Hi Murph,
That was a great read and for anyone invested in NVDA they should read it. I think the author is being hyperbolic, especially when he said that NVDA is going to go down 80% like in 2000. I find that hard to believe especially when NVDA now has so many different avenue’s for success. But I wouldn’t bet that NVDA could go down below $100 before bouncing back up. Thanks for the article.
Andy
Is there any reason to assume the gaming market changed dramatically since 2015-16 that would cause a huge upswing in sales of graphics processors in 2017 and going forward? The need for better gpus for gaming is not a new concept.
Happy to be of service, Andy!
Cheers!
Murph
(who has NVDA on his watchlist at significantly lower prices)
1 Like
Is there any reason to assume the gaming market changed dramatically since 2015-16 that would cause a huge upswing in sales of graphics processors in 2017 and going forward? The need for better gpus for gaming is not a new concept.
I am not sure about dramatically but I think the esports has helped some, just not sure how much. I think crypto helped them around $500 million to $700 million and the reason I state that is because on CNBC they stated they had around 450 million in the inventory channel. But that is just a guess.
https://www.forbes.com/sites/mattperez/2018/02/21/report-esp…