Is It Too Late to Buy Nvidia Stock? Evidence Is Piling Up That Provides a Clear Answer
By Danny Vena – Aug 3, 2024 at 3:00AM

https://www.fool.com/investing/2024/08/03/is-it-too-late-to-buy-nvidia-stock-evidence-is-pil/

not really a buy call or sell call, but just something for some enlightenment, inspiration and motivation

pang72:
"This is 16c stock lowest..
It is 3.8x at 61.5c..., You really think it can go higher meh?"

aah, yah gah, but then mr pang72, I am just kind of wondering now, if you really ever asked yourself a similar question, when you were holding notion at 1.75😕😐

xxxx:
"Does it do anyone any good if war starts in the Middle East?"

of course not, friend

problem being, some big guys with big guns seem to think that that they can do anything with this world as they please

just gotta wait for the tech storm to pass lor

no storm lasts forever, every storm always eventually gives way to fair weather

what level suits your entry, that would be your own call

correction good for buying cheap, good for topping up lor

correction going to happen every day all week all month for three months also geh, where got ini macam punya leh

Vicky:
"Iran try to avoid confrontation with the west by using Hamas, Houthis, Hezbollah and many more by supplying weapons to them."

yah gah, nothing wrong with that, if us also supplying even much more to already mighty israil

you also in anti-iran camp geh, why leh, what wrong has iran done to you geh

waah, now you have even become such an expert geopolitico-military analyst juga geh, walao

iran of course have to exercise massive profound self-restraint for the time being lor, because they don't yet have nuke capability like their foes lor, have to wait until they have some nukes like india and pakistan lor, then maybe they could respond a bit more robustly lor

that time after suleimani assassination also berapa puluh orang us soldiers sudah kena pegi treatment dkt tiga bulan in germany after iran hit their baghdad camp with cruise missiles leh

itu pun iran mau kasi chance juga lor, x mau hantam gaw gaw kasi hbs mati juga lor, lu fhm gah

AI could bring RM1 bil in revenue by 2030, Malaysian startups could get a cut

https://vulcanpost.com/866536/ntis-ai-sandbox-programme-details-register-malaysia/

Mike8380:
"hng33,pls dun ever invest jcy again bagi malu je....."

ki ki ki😹😂

https://finance.yahoo.com/news/western-digital-nasdaq-wdc-reports-210116453.html

Western Digital (WDC) Q2 CY2024 Highlights:

Revenue: $3.76 billion vs analyst estimates of $3.74 billion (small beat)

Adjusted Operating Income: $666 million vs analyst estimates of $554.1 million (20.2% beat)

EPS (non-GAAP): $1.44 vs analyst estimates of $1.17 (23.1% beat)

Revenue Guidance for Q3 CY2024 is $4.1 billion at the midpoint, below analyst estimates of $4.23 billion

Gross Margin (GAAP): 35.9%, up from 3.4% in the same quarter last year

Inventory Days Outstanding: 126, up from 119 in the previous quarter

Free Cash Flow of $282 million is up from -$37 million in the previous quarter

Market Capitalisation: $20.63 billion

Western Digital (WDC) Q2 CY2024 Highlights:

Revenue: $3.76 billion vs analyst estimates of $3.74 billion (small beat)

Adjusted Operating Income: $666 million vs analyst estimates of $554.1 million (20.2% beat)

EPS (non-GAAP): $1.44 vs analyst estimates of $1.17 (23.1% beat)

Revenue Guidance for Q3 CY2024 is $4.1 billion at the midpoint, below analyst estimates of $4.23 billion

Gross Margin (GAAP): 35.9%, up from 3.4% in the same quarter last year

Inventory Days Outstanding: 126, up from 119 in the previous quarter

Free Cash Flow of $282 million is up from -$37 million in the previous quarter

Market Capitalisation: $20.63 billion

great majority of transactions done at 68 - 70

only a few margin squeezed desperados doing late panic throwing at 67 - 67.5

hng33:
"today sold out all HDD stock due to Western digital result.....sold out jcy at 68.5sen"

okay lor, sifu hng33, hopefully just like 8 weeks ago lor

after you proclaimed sold all at 68.5, then jcy went up to break 91.5

Nvidia adds record $329 bil in value

https://theedgemalaysia.com/node/721206

Nvidia
117.02 USD +13.29 (12.81%)today
Closed: 1 Aug, 12:31 am GMT-4 • Disclaimer
After hours 121.32 +4.30 (3.67%)

Western Digital quarterly financials summary (March 2024):

(USD) Mar 2024 Y/Y
Revenue 3.46B 23.33% up
Net income 135M 123.64% up
Diluted EPS 0.34 118.68% up
Net prof marg 3.91% 119.19% up

Vicky:
"Sentiment rules !"

it is the overall combined nett sentiment of Mr Market that always rules, not just the Vicky personal individual sentiment, especially not the Vicky dr gloom and doom prophet😉

well, I for one am already looking further beyond, to 4q 2024 and onward to all 2025

so, I do not need to be so overly concerned about 3q 2024

mr chamlo, I think🤔 you do seriously need a break liao

maybe take a vacation to pulau mersing, pulau perhentian or pulau redang, weather also smoking hot, so maybe perfect for you

then you come back to continue enjoy your every day complaining at 99.5 lor

invest2021trading:
"JCY, boasting of data centre theme"

so which favourite sifu or guru of yours told you that jcy is "boasting of datacentre theme"?

jcy IS an integral part of the datacentre biz supply chain, just like dufu notion also ARE, because they are ALL supplying hdd and/or ssd parts to Seagate and WD, who in turn ARE both supplying complete hdd/ssd components to all datacentre facilities globally

do you get it?

and if you're THAT impatient to know latest figures before they're officially announced, you could call up jcy office and try your luck

but you'd have to be holding at least several dozen big lots of jcy for them to entertain you, IF they would

if you have only a couple of small lots, or perhaps zero, then they might just tell you to stop wasting their time and to just bugger off ha ha

Vicky:
"The party is over for now"

sorry dude, but we long term investors are not into empty meaningless mindless short term juvenile partying, but we are more into serious slow steady gradual solid relentless adult wealth building

for you and other unbelieving doubting wandering-butterfly guys like you, much better to stay away until at least 99.5, before you should even contemplate coming back

Booming Gen-AI demand to propel Asia-Pacific datacentre capacity by 2028

https://www.scmp.com/business/article/3272205/booming-genai-demand-propel-doubling-asia-pacific-data-centre-capacity-2028

AI-grade datacentre facilities to support sustainable digital economy in Malaysia

https://theedgemalaysia.com/node/720858

MITI: datacentre investments drive broad economic benefits

https://theedgemalaysia.com/node/720780

US datacentre firm Equinix Inc invests RM23 mil in Cyberjaya to expand capacity

https://theedgemalaysia.com/node/720718

Vicky:
"Directors & management sudah lari lorrr dengan ESOS !"

aah, yah gah, really meh😑

goodbye👋👋👋, Vicky

sorry dude😎, but looks like you have missed your boat again, as usual

and you need to find a cure urgently, I think🧐🤔, for your chronic esos crying whining whingeing weeping disease, which mr market does not seem so enamoured with, ki ki ki ha ha lol😹😂🤣

Johor aims to raise AI job salaries to RM7,000

https://www.thestar.com.my/news/nation/2024/07/29/johor-seeks-to-raise-ai-job-salaries-to-rm7000

An undoubtable indication of growing respect for AI job expertise. While also not forgetting, that Johor is the home of JCY.

better pay <=> better talent <=> higher productivity

AI Chip Rally Returns Friday With Nvidia and Other Semiconductor Stocks Rising

https://www.investopedia.com/ai-chipmaker-stocks-rally-nvidia-amd-broadcom-8684473

The tech bull run riding the "AI tidal wave" is only getting started, Wedbush analysts said

(naysayers, doubters, detractors, fear mongers, anxiety spreaders, esos cryers whiners weepers etc. advised to take note)

oh come on la, Chloe, you seem to be fast becoming a profoundly alarmist doctor gloom and doom type prophet like mr chamlo ha ha ha

you already made 24k off jcy 6 weeks ago, within only about couple weeks of holding, a pretty amazing feat that I don't think you would be able to replicate at gamuda, ijm or ranhill

so, rightly speaking, I think you should be regarding jcy with at least equal respect as gamuda, ijm or ranhill, if not even more

so, if you want to return to making money on jcy like you did before, I think you should be seeing jcy as a friend, rather than a foe

but now, quite oddly and for some weird reason perhaps better known only to yourself, you seem to suddenly have become so jittery about jcy

better start getting a grip on yourself, ma'am, ki ki ki😺

AI Chip Rally Returns Friday With Nvidia and Other Semiconductor Stocks Rising

https://www.investopedia.com/ai-chipmaker-stocks-rally-nvidia-amd-broadcom-8684473

The tech bull run riding the "AI tidal wave" is only getting started, Wedbush analysts said

Nasdaq composite:
17,357.88 +176.16 (1.03%)today
26 Jul, 5:15 pm GMT-4 • Disclaimer

Bear can go scuttling hiding in anxiety in the forest. Bull ever ready to go for a good run in the field in fair weather. Enough said.

Another big European datacentre project. This one by Merlin, in Barcelona, Spain.

https://www.datacenterdynamics.com/en/news/merlin-raises-1-billion-for-data-center-expansion/

Wall Street closes up on revival supported by inflation data, tech stocks

https://theedgemalaysia.com/node/720630

Sales:
"FortuneBlooming , you don't need to delete anything. We all give general opinion only and is not a buy call. Good luck all!"

yep, that's also how I see it exactly

ChloeTai:
"I have deleted all my posts in this forum except for those long-long time ago where JCY shot up from RM0.65 to RM0.93, where I gain RM24,000."

just wondering🤔, and also trying to understand, why you feel the need to do that kind of post deleting, since it was your own genuine personal analysis and judgement at that time, which in fact did actually give you some solid gains

oh, I see, you mean your recent posts supporting jcy, still why need to delete them, nothing wrong with changing personal opinion and judgement on latest current outlook, it is not unethical nor a crime at all

NTT thinking of building 500 MW datacentre campus on former army base outside Frankfurt, Germany

https://www.datacenterdynamics.com/en/news/ntt-to-develop-500mw-data-center-campus-on-former-army-base-outside-frankfurt-germany-report/

just for some general inspiration and motivation, especially the long termers

also to maybe in some way provide some counterbalance to those factions still in denial about global AI/dc theme boom and still claiming that it is all nothing but empty hype🐱

ChloeTai:
"Today when JCY finally broke the support of RM0.70 to RM0.695, I quickly sell when it rebounded back to RM0.70/RM0.705, for a short while; with a loss of RM2,500. But I quickly shifted the money to IJM. Lady luck was with me. In the last 30 minutes, it shot up 6 sen and on paper, I gained back RM2,750."

you were darn lucky that lady luck helped cover for your indecisions🐱, so I guess that you had taken up about 46 big lots of ijm

OTOH, just supposing that your lady luck had not been so generous with you, and your ijm instead dropped 6 sen, then you would have lost another rm2,750

and worst case if you had then bought into another "strong steady" counter and it similarly flopped, then you might have lost another rm3,000

and then, just supposing jcy later surged up to 76, then you might also have lost yet another rm3,000 from "selling too early"

but you seem to have done good so far, well done

hng33:
"Seagate signaled that the disk drive sales slump is ending with a revenue increase for Q4 2024."

so, for seagate, only $0.04 bil ($40 mil) increase in revenue, yet nearly 6-fold increase in profit from $92 mil to $513 mil

just wondering🤔, how that has happened

still, a very very impressive achievement, nevertheless

even nestle reported subpar below forecast earnings, so much so that now downgraded from "hold" to "sell" by hlib

so what, big deal, huh?

okay lor, if don't like 69, then can wait come back look look see see🙈 at 79 lor

kucing might be cute, but it seems ramai juga yg sudah trprgkp on chasing high

went up to 84, but now back down to 58.5, so high chasers already nangis keriau kena gigit

3 reasons to buy Nvidia before July 29

1. Jensen Huang and Mark Zuckerberg will share the stage at an upcoming AI conference

2. Nvidia remains positioned to take advantage of the massive market of AI

3. Although it is trading at a premium, it is a very well deserved one

https://www.fool.com/investing/2024/07/25/3-reasons-to-buy-nvidia-stock-before-july-29/

just for some general inspiration and motivation, guys

has mf been posting bs negative data again? a ha ha😹

Nvidia stock correction - will lead to outsized gains in 2H 2024

https://finance.yahoo.com/news/prediction-nvidias-stock-correction-lead-113000939.html

NatsukoMishima:
"10 sen stock u buy at 70 sen , banker laugh at u at the back !"

walao, yah gah

so why should I care even two hoots about what any frekkin banker is thinking geh

I should only be thinking about what is happening to the funds in my account leh

why, you think🧐 every rm10 or rm100 note I get from jcy is printed rm10(jcy) or rm100(jcy) gah, and it got less value than money anyone made at maybank which has printed on it rm10(maybank) or rm100(maybank) geh

you ask that to any banker, he is gonna turn around to laugh at you with his arse, i.e. fart big big smelly smelly🤢🫣🤮 in your face

and if he is someone with serious grade capital + serious grade money sense, he quite likely could also be playing maybe at least a few hundred big lots, if not a few thousand big lots, of jcy

I first bought my first batch of jcy at around 61.5 about couple months ago, then added couple more batches, making total overall average cost about 69

within less than couple weeks price had shot up to briefly touch 94

you can go on babbling every day all day all night until kingdom come about chart god gah, ta god gah, fa god gah blah blah blah, but if there is any big solid bank which can give me anywhere close to this kind of return, then please share, I would really like to know

bryan2003:
"https://www.reuters.com/technology/nvidia-supplier-sk-hynixs-q2-profit-soars-ai-boom-2024-07-24/"

just be prepared and ready to see mr chamlo complaining querying you regarding why suggesting that anything about Nvidia is relevant to jcy ha ha

Anw412:
"Just wait for the Qr and let see if the can double or triple the profit."

well, just for me personally, I prefer to be looking already beyond 3q and 4q

so, I am not particularly concerned about 3q report, for me I prefer to not see it as that critical to longer term prospects of jcy

investor2021trading:
"for a good stock, d more it falls d more i buy until it goes up!"

yay!!!🙌

very good and heartening to see positive type of posters like you coming in here for a change, mr Anw412

you and other guys like you give a much needed breath of fresh air, as compared to the many doctor gloom and doom types

investor2021trading:
"it's insane, bursa tracking US market!"

just like Sifu Calvin has said, fear and greed always at play

my personal observation, US tech usually recovers very fast from any such selloff