Skip to main content
No. of Recommendations: 2
It may be oversimplifying, but crypto is still such an emerging market and cycles outside of crypto have probably been easier to predict/forecast/manage.

Mgmt may simply be saying "demand is hot now, but we don't know if this thing is a bubble or the future or what. So here is some conservative (cautious) guidance on crypto."

I still think crypto, while weighing on supply/demand, is not a driver for NVIDIA that really matters. For me the focus hasn't wavered on: gaming/esports/streaming-gaming, AI/research/massive compute for data analytics and real-time BI, Autonomous cars. I even liked the Nintendo Switch and Shield TV angles more than I think about crypto.

NVIDIA has never been about crypto, at least to me...just gravy and another use case.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.