USA Stocks discussion - Part 3

[mooseolly]

Am I missing out something? NVDA still $183 or near which is still high price side

why got talk it drop to $120? Is it happening?

It is trading around fair value now. Fear because of deepseek v2 news. Here alot more rational say $120, in edmw got people say will drop to $20

 

[Dividends Warrior]

Am I missing out something? NVDA still $183 or near which is still high price side

why got talk it drop to $120? Is it happening?

Everytime China launch a new chip or LLM, there will be fear-mongering.

 

[Euqorab]

It is trading around fair value now. Fear because of deepseek v2 news. Here alot more rational say $120, in edmw got people say will drop to $20

Everytime China launch a new chip or LLM, there will be fear-mongering.

Thanks guru!

I am so tired
From a portfolio gain of 26.88% in Oct 8 to now only 16.08% (yrs screen in ib)… I hope I have the drive and ideas to carry on better in 2026

 

[d5dude]

Everytime China launch a new chip or LLM, there will be fear-mongering.

I think there is risk to Nvidia's AI business over the long run, Google already proved that bleeding edge LLMs can run (both training and inference) on custom ASICS, this is likely where the industry is moving towards, that is as long as Nvidia's margins remain very high (70%+).

"Your margin is my opportunity" - Jeff Bezos

 

[Dividends Warrior]

I am so tired
From a portfolio gain of 26.88% in Oct 8 to now only 16.08% (yrs screen in ib)… I hope I have the drive and ideas to carry on better in 2026

Not bad! Stay disciplined and keep compounding.

 

[mooseolly]

I think there is risk to Nvidia's AI business over the long run, Google already proved that bleeding edge LLMs can run (both training and inference) on custom ASICS, this is likely where the industry is moving towards, that is as long as Nvidia's margins remain very high (70%+).

"Your margin is my opportunity" - Jeff Bezos

Guess what did Elon Musk replied when asked if there are only two non Tesla stocks he is to invest what are those. Luckily I am invested in both so whoever wins, I win.

 

[LWZ]

Last time I buy NKE at $60 , sold at $72. Re-entered at $58. Limited downside for a wide moat company imo. Short term trade.

I am also vested in NKE, average entry price 63

 

[elvintay07]

I am also vested in NKE, average entry price 63

With bro Mooseoly on board, the boat confirm stable

 

[toolbox03]

Some of my bear friends started buying Nvidia and now all panicking. Haha! Hopefully not too early for them. Imagine it swings down to $120 and all the ok cry father cry mother

Nvda just broke the downtrend, on the way up

 

[toolbox03]

Am I missing out something? NVDA still $183 or near which is still high price side

why got talk it drop to $120? Is it happening?

Nvda is currently slightly undervalue, still can buy some

 

[elvintay07]

Nvda is currently slightly undervalue, still can buy some

IBKR analysts said it is $235. lol!

 

[toolbox03]

IBKR analysts said it is $235. lol!

$235 too high, around $185

 

[elvintay07]

Sold ELV for Santa clause profit. Haha! Bought Nike.

 

[stanlawj]

https://www.cnbc.com/2025/12/22/fda-approves-first-glp-1-pill-for-obesity-from-novo-nordisk.html

FDA approves first GLP-1 pill for obesity from Novo Nordisk​

@limster

NVO up 8%.
Let's see how well it holds up here.

 

[stanlawj]

Jobless recovery, strong GDP without robust job creation, led by AI capital investments.
MAGS ETF breaks past their previous high on 5 Dec.

 

[LWZ]

Tim Cook also vested in NKE

 

[elvintay07]

Tim Cook also vested in NKE

Different la. His $2,900,000 is like our retiree buying $2.90 cai png. I just la kopi with my family office friend. He said Nike is value investing. He also hoot at $60. So I think ok one

 

[Krabs.]

tim cook effect strong .... biggest gainer today

*i don't own any

 

[mooseolly]

I am tempted to add adobe siah. According to my graphic professional friends, adobe is a must use. Even if use ai to generate image or video also must certainly use adobe to touch up for commercial works.

And for copyright materials still have to use Adobe. Casual people use canvas (with very basic functions) who dont even buy adobe in the first place.

It is still a wide moat company now facing potential disruption but I think it will continue to do well. Chatgpt even integrate adobe into it and adobe has it own ai image generator called firefly.

 

[toolbox03]

I am tempted to add adobe siah. According to my graphic professional friends, adobe is a must use. Even if use ai to generate image or video also must certainly use adobe to touch up for commercial works.

And for copyright materials still have to use Adobe. Casual people use canvas (with very basic functions) who dont even buy adobe in the first place.

It is still a wide moat company now facing potential disruption but I think it will continue to do well. Chatgpt even integrate adobe into it and adobe has it own ai image generator called firefly.

Adobe on the uptrend now but not time to enter yet