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Technology Stocks : NVIDIA Corporation (NVDA) -- Ignore unavailable to you. Want to Upgrade?


To: zzpat who wrote (1615)8/27/2018 3:16:32 PM
From: John Pitera  Read Replies (1) | Respond to of 1656
 
NVDA said that their next major project launch will not ship during the current Q....... thus the lowering
guidance......

I looked at the Q/Q and Y/Y and had the exact same concerns as you I see both Revenue and earnings
deceleration ..

Okay, so they have some new chips that are kick ass. Why did NVDA guide lower? The market is always looking to the future and the future is less pristine that it was previously. While I understand why it went from $20 to $200 I don't see any reason for these insane numbers when guidance is falling. It's up another 5 today.


zzpat, ( this is on the QT just between u and me) at the tail end of epic bull markets you get a
speculative euphoria develop in which a generation of investor who have only seen the market go up, and
up .. will pay bid up prices to lusty and lofty levels..... Perhaps that is what you are seeing in NVDA.

do u think this might be possible?

Mark Zandi Moody's Analytics chief economist was interviewed today..... the ratings agencies are still
trying to attone for all of the junk CDO and other derivatives that they gave much higher ratings on
than was ethical..... because they were collecting such big fees to green stamp the Fannie Mae / Freddie
Mac tranches of debt that were being assembled very efficiently by the 16 Major CDS banks.... and
also by the second tier of IBanks .......

Mark reported that leveraged loans to companies had reached around $3 Trillion to companies that are
highly leveraged and much of it is floating rate.... $3 Trillion is also around the figure he said of the
Dead man walking mortgages that were put into those debt derivatives and then sold to investors near and
far.
but be very..... very quite...... as this is top secret... all you have to look at the tulip bulb market of Bitcoin
and the thousands of Cryptocurrencies and ICO's that were smoking white hot last November and Dec
of 2017..... and remember that excesses always build up in the Global financial markets, thus is the
nature of the most basic Human emotions...... Fear and Greed.

JP