stevenh766

Sorry guys... I missed a few days... We're bigger than Google now. I guess Apple is up next. I'd say there is no way that will ever happen, but I've been wrong every single step along the way.

Briefly hit the 4th largest publicly traded US company by market cap this AM and hot on the heels of Google at #3. Good job team. https://www.cnbc.com/2024/02/12/ai-frenzy-puts-nvidia-briefly-ahead-of-amazon-in-market-value.html

1 Trillion buckaroos as of today. I think this is officially a 100-bagger since this conversation began.

Hit that $323 with a 4x multiplier to get the full effect.

Cheers

To memorialize Nvidia crossing a $750 BILLION market cap today I just wanted to chime in and say GAT DAMN we were wrong. I hope you stayed in it, but I tapped out somewhere around the $280 (pre-split) range as we bounced off the pandemic crash. I have some family members that are still holding and very glad they did.

I love to hear that. Its been a fun ride. I'd love to see another 20% or 30% from here, but I don't see how it can sustain one or two more good news / earnings beat runs. There is some big long term growth potential, without doubt, but its going to take a few years to grow into this pricing and the first earnings miss or even earnings MEET will be punished heavily. I'm really just waiting for my newest shares to hit LTCG at this point. This one last product / pricing announcement may be the end of the road for me for the near future. Cheers!

100%, and I understand that if/when this happens the second hand market may end up FLOODED with high-end cards. I sort of hate that this company is so tied to crypto now, but will move-in for the quick play if the opportunity presents itself (likely through options, as well).

Now that we've hit and are hovering around the $150bn market cap number, I figured I'd poke my head in to remind everyone how fcuking smart I am and see if anyone else has thoughts on the stock. We seem to have been stuck at this $250 price for a little while so either excitement is waning or reality has set in that these pricing levels are absurd. I still think we have room for one more push in pricing. As I'm sure plenty of you know, cryptocurrency has been a HUGE demand driver for both Nvidia and AMD over the last 12 months and third parties (BestBuy, Microcenter, NewEgg, etc) are in a windfall situation where they can't even keep the cards on the shelf even when pricing them 50% - 100% over MSRP. My hope for the next leg up: Nvidia typically announces new products at their GTC conference (coming up at the end of March) and the timing is right for the next generation of consumer/gaming GPU's to show up. These will undoubtedly receive the same or more demand than the current generation of cards. The company would be OUT OF THEIR MIND if they are not raising prices to get in on some of this crypto-action and provide some big, big profit margin upside to their largest revenue generator. I'm down to ~1/3 of my original position, but I will be looking to buy on dips leading up to the conference.

Just spotted two with manufacturer tags in the wild in the Wash Park neighborhood of Denver. I'm not certain, but it looked like there was a manufacturer tagged Cayenne leading those two, as well.

I work in development for a living and just did basement / bathroom in my personal residence. My advice: Unless you "have to have it now" wait for the market to slow down so you can get qualified subs. Finding the right skilled labor has been as much of an issue on $20mm jobs as it was on a $100k job. There is simply so much demand out there that people can pick and choose their work, perform a shit job, and move on to get in line for the next.

I bought a Macan recently and asked to be thrown on the list, just for the hell of it. I'll sell you my spot in line for $4. I'm not sure which number it is, exactly, but somewhere around #10,000 is probably about right.

King wrote two of my favorite books (The Stand and 11.22.63), but I couldn't even get through the first book of the Dark Tower series. My understanding is that it does reach across a few of his other novels and explains who Flag is, etc. Lots of people consider it his best work, but I just could not get into it.

Hurricane Andrew. I was a youngin', but I remember the last of the shutters going up and the garage door being the last to close before it was total darkness, minus flashlights, going forward (and for about 2 months after). The sound of the wind screaming around the house was terrifying as a child. Our house was fine, but when we opened it back up it was absolutely bizarre with every piece of vegetation stripped and fences down all around. I was in Coral Gables so we didn't even get close to the worst of it. Our family members 7-10 miles south lost their roofs and had to ride out the storm in closets or bath tubs.

I sold 50% of my position at a touch over $100 (I'm an idiot) and bought back 50% of that around $123. There will be ups and downs with a high-flyer like this, but I'm a believer in their long term vision and opportunities. I think I said I'm not a seller until a $100bn market cap somewhere earlier in this thread, but their story has only gotten stronger and now I'm looking more towards $150bn.

Closed north of $135 today. That gets us somewhere between a 6 or 7 multiple in 24 months... Share some pictures of those NVDA lambos guys!

After a brief sting in the mid-west I couldn't agree with you more, but that shack by the beach in Malibu costs about 10x the mcmansion in the middle of nowhere.

No doubt there are still some great pockets in the city. I grew up in the Gables and there are areas along Old Cutler that are absolutely stunning. Unfortunately, the cost of getting your foot in the door in those neighborhoods is ~$3m+ at the moment. The Miami long-timers I know that still love the city spend their weekends out on their boats and away from the madness and I get that. I was just never the one for the water.... or headaches of boat ownership

Its the perfect place for some people, but I was born and raised in Miami and have left. My parents were born and raised in Miami and have left. Just about everyone I know, young and old, has abandoned ship over the last three years. The city has just turned into too much of a place that is focused on foreign wealth and flaunting money for us to care to be part of any more. Everything that had charm and made it feel like home for us has been bulldozed and turned into a sushi restaurant or 'ultra high-end shopping experience'. Sad to see it happen, but I'm sure the same story is being told in cities all around the country. I just moved to Denver and love the place. Its a growing city with plenty of opportunities and you can drive ~1.5 hours west and be in the mountains on any given day. Housing is a bargain when compared to the coasts (I'd probably have my teeth punched in if I said that around some of the natives, but its true). Great balance of work/live/play.

Huh? It can send 70% of power to the rear wheels. That is a an AWD car. Where is it stated exotics need to have a 90/10 split? And what exotics do have a 90/10 split? Even the Aventador will only go 80/20.

Everything I'm reading is still pointing towards a supercharged V8: http://www.fordboost.com/content.php?7923-...d-Mustang-GT500 I'd also be shocked to see them go with a DCT in the GT500 over the GT350. A huge torque application also doesn't seem like the best time/place to introduce a DCT to a brand. Do we know when the official reveal will be?

Cousin Fucker Congrats on the purchase. Hands down, one of of my all time favorites.

CSN FKR Get it?! Because its a domestic!

Not many options if you're looking to add an Asian exotic to the collection...

Great to hear! I had been trying to get friends and family into this thing for years and the only had two or three jump on board.