Nvidia Selloff Opportunity Discussion

3 months ago

Host

"I believe that's if it's if that's the reason, it's extremely, in my opinion, fake. The main reason is we just heard from all these big players in the past few earnings that they're cap, they're compute constraint, they're power constraint but they're also compute constraint. It might be some fear because I think Microsoft CEO recently said that they had some form of AI chips just laying around because they don't have the power so you can kind of see the negative fear happening from here from this overall maybe overinvest investment in AI. And if that's creating a selloff or it's going to create a sell-off, then I'm willing to look at that opportunity as a long-term investor."

The speaker expresses skepticism about rumors of slowing GPU orders and highlights that if the selloff in Nvidia is driven by such unfounded news, it presents a potential long-term buying opportunity.

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