Mindthink

    • MindthinkMindthink
      ·11-13
      “Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi
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    • MindthinkMindthink
      ·11-13
      “Is buying below US$90 wise?” If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means. Here are scenarios: • Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term. • Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to signifi
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    • MindthinkMindthink
      ·05-30
      This news about Nvidia CEO Jensen Huang planning to sell up to 6 million shares, despite Nvidia posting strong Q1 revenue of $44.1 billion, can have both psychological and technical impacts on Nvidia’s stock price. Let’s break it down: ⸻ ✅ Positive Fundamentals: Strong Q1 Results • Revenue Beat: Nvidia reported $44.1B, beating analyst expectations of $43.29B. • Year-over-Year Growth: 69% increase, showing strong momentum. • Guidance Beat: Revenue exceeded Nvidia’s own high-end guidance ($43.86B). 👉 Investor Takeaway: Fundamentals remain strong and suggest Nvidia’s growth engine (especially AI/data center segments) is intact. ⸻ ⚠️ The Concern: Insider Selling • Up to 6M Shares: That’s a significant volume by CEO Jensen Huang. • Historical Pattern: The headline suggests this is not the first
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    • MindthinkMindthink
      ·05-30
      This news about Nvidia CEO Jensen Huang planning to sell up to 6 million shares, despite Nvidia posting strong Q1 revenue of $44.1 billion, can have both psychological and technical impacts on Nvidia’s stock price. Let’s break it down: ⸻ ✅ Positive Fundamentals: Strong Q1 Results • Revenue Beat: Nvidia reported $44.1B, beating analyst expectations of $43.29B. • Year-over-Year Growth: 69% increase, showing strong momentum. • Guidance Beat: Revenue exceeded Nvidia’s own high-end guidance ($43.86B). 👉 Investor Takeaway: Fundamentals remain strong and suggest Nvidia’s growth engine (especially AI/data center segments) is intact. ⸻ ⚠️ The Concern: Insider Selling • Up to 6M Shares: That’s a significant volume by CEO Jensen Huang. • Historical Pattern: The headline suggests this is not the first
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    • MindthinkMindthink
      ·05-19
      Interesting setup ahead of earnings. With Mizuho raising the target to $168 and Jensen set to speak at Computex, there’s definitely potential for a strong rebound.  That said, a pullback before earnings isn’t unusual—might be a good chance to accumulate if you’re long-term bullish.
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    • MindthinkMindthink
      ·05-19
      Interesting setup ahead of earnings. With Mizuho raising the target to $168 and Jensen set to speak at Computex, there’s definitely potential for a strong rebound.  That said, a pullback before earnings isn’t unusual—might be a good chance to accumulate if you’re long-term bullish.
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    • MindthinkMindthink
      ·04-22
      Nvidia's stock price trajectory reflects a mix of short-term challenges and long-term growth potential, based on current forecasts and market analysis. Here's a synthesized outlook using the latest data: ### **Short-Term Forecast (2025)** - **Current Price (April 22, 2025):** $96.91 . - **Near-Term Volatility:** Predictions for April–May 2025 show fluctuations, with some sources like [30rates.com](https://30rates.com/nvidia) projecting a dip to $75.05 by mid-May , while others like [WalletInvestor](https://walletinvestor.com/stock-forecast/nvda-stock-prediction) suggest a potential rebound to $106.67 by late April . - **Bearish Signals:** Analysts cite slowing data center spending and tariff-related uncertainties, with Citi lowering its 12-month target to $150 . CoinCodex also highlights a
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    • MindthinkMindthink
      ·04-15
      Buy $Nio on Dip? Alibaba steps up AI adoption in auto industry with Nio, BMW deals The Nio collaboration reflects the progress Alibaba has made in commercialising AI technologies in the car industry Published: 8:00pm, 14 Apr 2025 Alibaba Group Holding is stepping up the commercialisation of its artificial intelligence (AI) technologies in the automotive industry, with new deals and reported cooperation with several major players in the industry. Chinese electric vehicle (EV) maker Nio will use the Hangzhou-based company’s Qwen large language models (LLMs) to enable AI functions in Nio’s smart cockpit, including facilitating AI-powered conversations, according to a statement from Alibaba last week. Alibaba owns the South China Morning Post. On the production side, Nio’s cockpit department i
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    • MindthinkMindthink
      ·03-17
      $NVIDIA(NVDA)$   1. **Excited for GTC 2025!** I’m really looking forward to seeing how NVIDIA’s AI and accelerated computing platforms will address global challenges like climate research and healthcare. This could be a game-changer for the market! 2. **NVIDIA at $130?** It’s hard to predict, but with the buzz around GTC 2025, there’s a good chance NVIDIA could hit $130 before the summit. The market seems to be reacting positively to their innovations. 3. **Market Rebound Hopes** NVIDIA has always been a key player in tech advancements. If they deliver strong updates at GTC, it could definitely help propel a market rebound. Fingers crossed! 4. **AI and Robotics Focus** The focus on humanoid robotics and autonom
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    • MindthinkMindthink
      ·03-17
      $NVIDIA(NVDA)$   1. **Excited for GTC 2025!** I’m really looking forward to seeing how NVIDIA’s AI and accelerated computing platforms will address global challenges like climate research and healthcare. This could be a game-changer for the market! 2. **NVIDIA at $130?** It’s hard to predict, but with the buzz around GTC 2025, there’s a good chance NVIDIA could hit $130 before the summit. The market seems to be reacting positively to their innovations. 3. **Market Rebound Hopes** NVIDIA has always been a key player in tech advancements. If they deliver strong updates at GTC, it could definitely help propel a market rebound. Fingers crossed! 4. **AI and Robotics Focus** The focus on humanoid robotics and autonomous driving is particularl
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