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Posted on 11/19/2025 3:10:07 PM PST by E. Pluribus Unum
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Countries were buying Nividia chips left and right this past year for AI infrastructure. So of course their financials should be good.
Bought some more shares on the dip this past week. Doomsayers on FR, will still be saying they are a bust.
That reliance has worried some investors. The big swings could make the entire US market extremely volatile. And because most Americans — and millions more around the world — have their retirement savings tied to the US stock market, any downturn hits them directly.
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Investors should be worried, because they are overloading a handful of boats with their cash, optimism, & speculation, while neglecting hundreds of other good ships.
Ships that can handle a little more “investment cargo.”
Great for Nvidia and the burgeoning A.I. economy! The risk though is breaking the unwritten law of capitalism: profits in exchange for jobs.
Nvidia’s profit margin is 56%, vs. 13.8% for the S&P 500. No comment.
Would be interesting to know what chunk is from pc gamers. All those I know would pay through the nose for the latest GPU. It’s the most important component for video games. And GTA6 is coming out next year. That’ll be a boost. Heck my son in law (big gamer, introduced me to Fallout 3, NV, 4, GTA4, 5) drove across state to get the only GPU available!
I guess the writer wanted to keep us guessing for a moment. That phrase can be taken in exactly opposite ways.
I have a box of pet rocks.
the number of chips gamers buy is dwarfed by the massive numbers that go into AI farms ...
And just this afternoon folks around here were shoveling dirt onto the AI grave.
Oops. I am glad I don’t short stocks based on advice from freepers.
(And Bitcoin is up $2k from the same time frame.)
Approximately 91% of Nvidia’s products are sold to businesses, primarily through data center, professional visualization, automotive, and OEM sales. Microsoft and Amazon alone purchase over 40% of Nvidia’s output. A large percentage of Microsoft's and Amazon's business is providing the servers which are the backbone of the internet. The demand for new AI services has caused their need for Nvidia products a great deal.
The remaining 9% go to people running LLMs locally (artificial intelligence apps) and gamers. Gamers outnumber people using home-based AI apps but this balance has been shifting rapidly. So, gamers are now competing with people who are setting up computers with powerful GPUs for running AI models locally for various purposes such as generating and editing video. This along with demand from businesses has not only caused shortages in GPUs but in memory as well. The price of memory has doubled in the last few months.
I do not play computer games, and my (now old) Ryzen 3200G (integrated graphics) is good enough, with 8 browsers running concurrently, with hundreds of tabs (via multiple tab rows) - each generally for its own purpose - plus Bible programs, words processors, etc. With 128Gb or RAM though. Thanks be to God, may all be used for what is good in His sight.
PC GPUs are the gateway drug ;-). The real money is in the tater.
I guess I made enough money today for my Shares in Nvidia to go get dinner tomorrow night anywhere in the world flying first class.
Only if you sell them.
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