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2000 $CSCO vs 2025 $NVDA, is the similar crash possible?🚨 Could Nvidia be the next Cisco? 🚨 In 2000, Cisco dominated networking with its own chips. But competitors used cheaper, nearly as effective chips, and the stock dropped from $82 to $8 in just 2 years. Is the same fate possible for Nvidia? Cisco invested heavily in its IOS CLI and aggressively defended it. Nvidia did the same with CUDA, taking action against anyone trying to make alternatives. But now, competition is heating up. DeepSeek and other companies could lead those who over-invested in Nvidia chips on borrowed money to offload them, flooding the second-hand market with GPUs. Meanwhile, the Magnificent 7 might slow down orders since they already have tons of Nvidia chips stockpiled. Just like Cisco switches were 80% off in 2001, could we see a similar scenario with Nvidia? And let’s talk about the $2000 RTX 5090 — would you buy one today? Nvidia has committed huge resources to TSMC for chip production. They could be facing an overstock issue, and slashing prices could hurt profit margins. 😬 We will soon know the direction it will go, next few quarters will show us all.
NASDAQ:CSCO
by ProfitTradeRoom
Did We Just Witness AI Black Monday? DeepSeek Shocks Tech StocksPanic sell, panic sell, panic sell! That’s basically how Monday went for Wall Street and those of you who hold Nvidia shares. Or just about any other tech stock — you name it, it likely fell nose first when a big and scary Chinese artificial intelligence startup unveiled its new AI model. DeepSeek. What in the world is DeepSeek and why do I hear about it now? DeepSeek, a Chinese artificial intelligence startup, may have just stripped Nvidia of its untouchable status as the go-to company that develops expensive chips to train AI models. DeepSeek announced it had trained its latest model, a rival of ChatGPT, for the negligible $5.6 million in computing costs. The story gets even crazier: it did it with 2,048 Nvidia H800 GPUs (bought before the US rolled out export restrictions). That’s a meager 5% of the $100 million OpenAI blew on training its GPT-4 model in late 2023. And, what’s even more, DeepSeek’s model, called R1, churns out responses that are scarily close to the advanced US-bred technology. Oh, and it’s open source, unlike OpenAI, which was originally open source but shut its doors to the public. It’s also free to use, unlike ChatGPT, which offers a paid tier between $240 and $2,400 a year. DeepSeek’s R1 model is quickly gaining traction among users as it made its way to the top of Apple’s App Store rankings. DeepSeek has factored in demand from corporations, too. While OpenAI hosts the model on its own platform, its Chinese rival allows you to host this beast on your own hardware, which is a big deal to lots of businesses that work with sensitive data. The stock market was so shocked by the news that you can get pretty much the same result for a fraction of the cost (and give it to users for free), it ran for the hills. The aftermath — Monday saw more than $1 trillion washed out from the valuation of the Magnificent Seven club. One company specifically took the biggest blow. Can DeepSeek deep-six Nvidia’s world dominance plans? Have companies been overpaying for Nvidia’s $30,000 chips? And have investors been overpaying for Nvidia’s shares? Nvidia NVDA pulled in a record $35 billion in Q3 , 2024 and struck a gross margin of 75% and net income of $20 billion. The Jensen Huang-led company on Monday showed it can also hit records in reverse. Closing down 17% for the cash session, it took the biggest L in history. This was the largest destruction of value for a single company ever — $589 billion . So why was Nvidia particularly hit by DeepSeek’s rise? Nvidia has been the primary beneficiary of the vast amounts of cash companies spent on AI. Simply because Nvidia makes the semiconductors used to train AI models. But if the same result (or just about the same) could be achieved through far less expensive means, why bother propelling Nvidia to the top echelon of the world’s biggest companies ? Nvidia has picked up roughly $131 billion over the past two years from the sale of data-center equipment, mostly AI chips. Its client list includes the biggest names in tech, such as Amazon AMZN , Microsoft MSFT , Meta META and Alphabet GOOGL . These four combined have shelled out $343 billion in AI-related capex (capital expenditures) over the past two years. Since the release of ChatGPT, Nvidia shares have surged more than 700%. Could we be looking at the good old supply and demand equation in play? If DeepSeek’s claims are true, and other companies can do the same (it’s an open-source model), then the scales could turn from undersupply to oversupply. Can we then see a market crash that’s beyond anything we’ve ever thought possible? Or is that freak-out an unjustified stretch? Share your thoughts in the comment section below.
NASDAQ:NVDA
by TradingView
15
US100 NASDAQ SHORTThe US dollar is broadly firmer, though the Japanese yen is proving a resilient ahead of the BOJ deputy governor's speech Nasdaq slide as key tech stocks get hit All three benchmarks are down for the last two weeks, with tech shares causing most of the damage With the 10-year yield potentially getting to 5%, it’s going to be very hard for the equity market to really gain any meaningful traction here until there’s — at minimum — stability in interest rates Interest rates rise? iN 2025 it will be possible:Inflation, signs of recession.
COINBASE:BTCUSDShort
by DaveBrascoFX
PLTR volatility ahead! more volatility ahead as market digests decreased Fed funds rate cuts in 2025. buy target at 90$ AFTER we fill the gap on 15min chart near 71.2-71.5 level imo.. looking to trade this setup via 80$ strike call option contracts for 1/10/25 & 1/17/25 expiration dates after 90$ is reached, still anticipating additional volatility back down to 65-68$ range one final time before Inauguration Day. After that, I think this turns strongly bullish once again and runs above 100$
NASDAQ:PLTR
by DaveTradesLive
3
NVDA Predictive Modeling Outlook : Pre Earnings 11-20-24I thought I would have a little fun with my ADL Predictive Modeling system. This shows the Daily & Weekly predictive results for NVDA prior to the earnings data release. Have fun. This is really just to show you how the ADL system works and to test the outcome related to NVDA's earnings/outcome. Get some.. #trading #research #investing #tradingalgos #tradingsignals #cycles #fibonacci #elliotwave #modelingsystems #stocks #bitcoin #btcusd #cryptos #spy #es #nq #gold
NASDAQ:NVDAShort
by BradMatheny
TESLA Update - Above 180 we look for bullish variables Tesla gave us some insane profits from our last set up below, now it has turned however. Earnings has resulted in a single day 12% loss and probable continuation after. So what should we do now? Our theory is that Tesla is in it's third major wave and therefore can't take out is low for this to remain valid. We expect Tesla to make a higher low, probably above 180, pivot and run to 300 as a first target. This gives us an accumulation idea for now that can turn into a trade set up like our last if more variables develop. We are buying some stock today and will accumulate above 180. If futher edges develop we will update. A second important point is we believe Tesla will outperform relative to the nasdaq in the mid to long term. It has underperformed for the past couple of years but the tide might be shifting. The chart below showcases our argument.
NASDAQ:TSLALong
by SynergyTradingSetups
9