Trading the stockmarket (NO Referrals)

200sols said:
Lloyd Bank is a much bigger bank. Not that I'd ever buy into banks.
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yea I was holding lloyds for what felt like 2 years and it was only up 10%, probably going official recession soon.
413x said:
Lloyds bank in the UK is valued at 14x that as a side by side.
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yea but compare the revenue and income of them.


and I'm assuming Georgia is the country not the state.
have you seen what part of the world that is in? seems they have a growing economy, although the population is apparently shrinking
 
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TonyTurbo78 said:
Very happy to see the bounce back this morning. I went really big on ARM when it started trading back last year, and I've also had Nvidia and AMD for a while. Figures look very pretty this morning, looking at 158% profit on ARM alone. Can see NVDA hitting 900 or maybe even a 1000 a share by the end of the year so holding all my stock for at least another 6 months before cashing in or reinvesting. The big drops at the start of this week was a little weird, had a little panic lost thousands in a day but jumped back even stronger today. Now I'm just waiting on ARM to hit Super Micro Computer levels hahaha, to the moon baby.
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The drop was to spook investors and a hunt for liquidity. It's was pretty obvious that Nivida was going post very positive numbers.
 
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TonyTurbo78 said:
Very happy to see the bounce back this morning. I went really big on ARM when it started trading back last year, and I've also had Nvidia and AMD for a while. Figures look very pretty this morning, looking at 158% profit on ARM alone. Can see NVDA hitting 900 or maybe even a 1000 a share by the end of the year so holding all my stock for at least another 6 months before cashing in or reinvesting. The big drops at the start of this week was a little weird, had a little panic lost thousands in a day but jumped back even stronger today. Now I'm just waiting on ARM to hit Super Micro Computer levels hahaha, to the moon baby.
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I'm on smci. I only got in at 496. And it dropped back loads (1000 to 700).
I didn't top up. Boo. It's tapping 1000 again.
 
Oh baby I love Rolls Royce... 230% up and climbing for me

My only regret is my holding isn't in an ISA... might skim off 1x CGT allowance's worth of profit and re-buy it within an ISA at the year end
 
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Still sitting in my Global 100 ETF. Just a shame NVD is only my 3rd largest holding. Top two is APPL and MSFT with AMZN my 4th and GOOGLE and Broadcom 5 and 6.

Needless to say, it's showering gains today.
 
I've owned Nvidia stock since 2019. Regarding generative AI, we are just on the edge of huge growth. Every sector from health care, cyber security, governments, even small companies will be dependent on AI. Nvidia has a moat in their software that other companies such as AMD don't have, I do own AMD also. The reason for Nvidia moat is they have been working on AI frameworks for maybe 15 years.
 
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I dunno, they sell the hardware that other companies use for AI and that is where they are making their growth at the moment. At some point those companies (MS, Facebook, Google etc) will have all the hardware they need and Nvidia sales will cool off. Remember when the same thing happened with Cisco at the start of the internet boom?
 
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WiGgLr said:
I dunno, they sell the hardware that other companies use for AI and that is where they are making their growth at the moment. At some point those companies (MS, Facebook, Google etc) will have all the hardware they need and Nvidia sales will cool off. Remember when the same thing happened with Cisco at the start of the internet boom?
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those 4 companies all have their own AI chips apart from MS
MS is doing deal with intel https://qz.com/intel-microsoft-new-chip-semiconductor-nvidia-1851275354



NVDA stuff will likely be in massive demand from other places who can't do the custom route
 
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Even thou I work in IT, I really haven’t looked into AI and the way it actually works but I have looked into HPCs and mass data manipulation for one of my previously roles and help design a HPC for medical research.

We brought a server room full of NVDA cards, a few million pounds.. likely nothing compared to the numbers that the large AI companies have now a days for the simple reason that it was the only way to have access to DDR5 memory and DDR5 (at the time) was the fastest way of processing the data, the same reason why blockchain miners use them.

I wouldn’t be putting much value into NVDA software, AI companies secret source, what makes one better than the other and is their own software and how it processes the data.. they will have their own pipeline engineers writing code to access the processing powers and memory on the the cards, however much or little NVDA SDK they use is again likely to be dependent on the AI company.

NVDA really needs to move into server blades, to sell the whole server not just the graphics cards placed into them, while it will be a limited market as home users are unlikely want to setup a server rank but the companies that have the infrastructure will find it so much convenient. Then again this may split the consumer and professional market up and prices of video cards may drop for people building gaming machines.. so they may not want to do this.

It wasn’t that long ago when isilon servers ruled the data storage world, most large companies who was digitising their video archive to allow users to steam them used isilon servers as it was simply the best SANs for the job. But as other companies caught up and one (the name slips my memory) went on an aggressive marketing and price war in the medium enterprise market.. companies sacrificed the little bit better performance for a hell lot cheaper to the point that most companies switched over when it was time to update their servers.

You often don’t have to be the best, just good and cheap enough.. and this may happen to NVDA.
 
Nvidia are selling everything they can make right now, they already have server stuff available.
Their issue is if anyone manages to catch up or exceed them performance wise, which is unlikely in the short term but there are plenty of people trying to do exactly that.


Bought LUNR at 8.50 last night when the landing was looking a bit sketchy, now up to 11.3 ish!
Shame I'm only playing on T212 with £100 and I only actually bought 3 shares :D
 
WiGgLr said:
Remember when the same thing happened with Cisco at the start of the internet boom?
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The share price went crazy high, nvidia can go a lot higher yet. The collapse was brutal of course but so far unlike CSCO in those days nvidia earnings are pushing the p/e lower.

To be fair the current market is nothing like the dot com bubble.
 
Rob_B said:
LUNR
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I'm interested to see how this one plays out. I bought a small amount ahead of the landing, which has obviously been successful. It's all over news and even Elon tweeted about it, so would be surprised if it doesn't climb up further at open.

They have a couple more launches planned too. Now they are the first ever people to achieve a private moon landing, surely that means more contracts from NASA and others. They also did it for a fraction of the cost, as opposed to billions that's usually spent on this stuff.
 
LUNR was 11.5 ish, now pre market at 13.5 already, it's gonna be a rush when people start to read the news and the market opens.
I won't be retiring on my 5 shares though :(
 
Does anyone know of a UK based Stocks & Shares ISA provider I can sign up to who will allow me to buy shares in a company on the Toronto Stock Exchange TSX under the ISA wrapper?
 
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Rob_B said:
LUNR was 11.5 ish, now pre market at 13.5 already, it's gonna be a rush when people start to read the news and the market opens.
I won't be retiring on my 5 shares though :(
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I think I got timing off, my average 11.3 (bought some at 9.30 but averaged up with larger amount)

Honestly thought would spike a lot more, hopefully if camera working the selfie from the moon will help.

I’m confused with market cap at moment aswell T212 has it around $900 million, elsewhere around $350 million.

went larger order thinking market cap was low, I should have waited wasn’t expecting the pullback under $10

Even a tweet from Musk didn’t move it much
 
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Really surprised it's not moved more. They landed on the freaking moon, the first private landing. There's lots of news articles today, Elon tweeted, they have more upcoming trips and will likely get more contracts now. Confusing.
 
Musk is rumoured to interested in buy Disney. Musk hates Disney as he believes that it's a "woke" company... he was at a disney movie premier saying that he was looking for companies to buy, with Nelson Peltz the activist investor that want's a seat on the Disney board.

He brought twitter as he thought it was impeding free speech.. and got forced into it after shooting of his mouth.

The issue is that he can't afford the house of mouse and would need the financial muscle of other people, not sure if he would get the backing..
 
Ewaf said:
Really surprised it's not moved more. They landed on the freaking moon, the first private landing. There's lots of news articles today, Elon tweeted, they have more upcoming trips and will likely get more contracts now. Confusing.
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I suppose there's the argument of "what's going to be the profit" landing on the moon doesn't really have any economical use.


You can sell missions to nasa but mostly agencies will want thier own lander and mission because that's the prestige, and nasa is always having its budget attacked.

By the time you see a large profitable enterprise doing something on the moon will this company even be around?
 
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