• TankovayaDiviziya@lemmy.world
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    19 days ago

    Nvidia has near monopoly on semiconductors. Even if Nvidia stocks crash, they will recover. I just trimmed my own shares on Nvidia to cushion the blow.

    • UnderpantsWeevil@lemmy.world
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      19 days ago

      Even if Nvidia stocks crash, they will recover.

      NVIDIA is up 1500% in two years, with a p/e ratio of 56 in a market that’s absolutely ravenous for semiconductors. The idea that the demand for semiconductors can flatline as data center production stales and NVIDIA’s valuation will just rebound to its current high is… well, it’s highly speculative what NVIDIA is going to do, but I wouldn’t bank on the current status quo.

      If nothing else, it’s a stock that can safely be described as “overvalued”. Selling now isn’t a bad idea.