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NVDA & Big Tech Capex (Patreon)

Published:
2024-08-15 00:31:59
Imported:
2026-06
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Content

I was hoping to be called out of NVDA at 128 - now maybe not so much. I may hold.

NVIDIA's revenue is heavily concentrated among a select group of tech giants, with just five companies responsible for approximately 45% of its total sales. These companies, all part of the "Magnificent Seven" group of top tech stocks, are:

Major NVIDIA Customers

Microsoft: The largest customer, accounting for nearly 20% of NVIDIA's revenue alone.Alphabet: Google's parent company
Amazon: E-commerce and cloud computing leader
Tesla: Electric vehicle and AI pioneer
Meta: Social media and virtual reality innovatorThis concentration of sales among major tech players underscores the intense focus on AI development within the industry. These companies are investing heavily in NVIDIA's cutting-edge hardware to power their AI initiatives, demonstrating a significant commitment to advancing artificial intelligence technologies.

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metabolics

My expectation everyone, for what is worth, is 150us

onedollaretc

I have NVDA since 2019 under $4 cost, stay thru up and down, and will keep staying, cost basis already cash out, now is about 30% of PF. But my TSLA is still red sadly.

Metta

Interesting alternative to EV's being powered with batteries: Honda CR-V e:FCEV - Fuel Cell & Hydrogen The CR-V e:FCEV creates electricity through a process that combines oxygen from the air and hydrogen from its fuel cell. And the only emission is water. You get the electrified performance of an EV, the flexibility and range of a fuel cell https://www.youtube.com/watch?v=8qCQRWLZegU https://www.motortrend.com/reviews/2025-honda-cr-v-efcev-first-drive-review/ https://automobiles.honda.com/cr-v-fcev

Ironman

NVDA's blackwell chip is delayed a few months. I see next year as another a big year for NVDA. I do not plan on selling untill after I see how demand for the blackwell chip is next year. Still long on Nvidia, every time I sell some I kick myself, because it keeps going up.

Kahasj
>>146597885

Hydrogen is still expensive to produce. If the cost would go down, it's a way better alternative than an EV with current battery technology

Chewie

Only small NVDA bag which I will HODL. However I won't add more Will add more TSLA

AV

Missed NVDA (long story), almost jumped in at $100, recall James saying he might buy at $60. Thoughts? Too late now at this rate (if looking for steep returns and fast horses)?

Rising Sun
>>146602289

I've marked $60-$80 for a buy, risk to reward, dont chase wait ringing in my ears. I've prioritised SOL, TSLA, & MSTR if drops to $110

Lavakugel

Sell my nvda and buy tesla or mstr instead?

Budman

Definitely a hold. They are becoming an AI ecosystem. Irresponsibly long!

Sol Hodlman

The tech industry runs in GPU compute. Nosana will get a piece of this action once they come out of test net and firedancer kicks Solana into high gear.