No. of Recommendations: 14
Infected by all the enthusiasm for Nividia, I took a tiny think-about-it position in mid-May, and then sold out three days later when I actually thought about it (chip maker, hardware, no recurrent revenue, relying at least a good part on orders from huge companies, revenue flattening out in past three quarters [$2.00 billion, $2.17 billion, $1.94 billion], earnings flattening out in last three quarters [94, 113, 85], etc etc).

I'd be curious how others who are invested in Nividia overcame these objections, or do you just feel that AI will be so big that the rest doesn't matter?

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.