7Mês·

You can't always be a winner

Sure, not a great month. Although why not?

The figures were good, but the reaction was not. And then there's the orange man (although you can indeed differentiate between the two).

In the end: nothing goes up in one line. And the drawback with NVIDIA has led me to exchange a toad ($FSK (-3,97%) ) for more NVIDIA. Think: Right decision.

I wish everyone a successful March!

5 Comentários

Mr. K@TechNav

7Mês

NVIDIA continues to deliver... although my allocation here is below 1.25%, this company is moving an entire sector.
Do you think it is possible to outperform the market by the end of the year?

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Charmin@Charmin

7Mês

@TechNav That is certainly possible. But it is also possible that Tesla goes over 1,000, while NVIDIA drops like a stone.

In the long term (2030), success with NVIDIA is inevitable in my eyes. My price target is 500 euros (for 2030)

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Basti92@BavarianLion

7Mês

@Charmin So €500 is possible by 2030 in my eyes, but it's very optimistic 😉 So don't get me wrong, I'm invested in NVIDIA myself and think very highly of the company 🚀
Just by the way: Where do you see Alphabet in 2030?

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Charmin@Charmin

7Mês

@BavarianLion I haven't dealt much with Alphabet to have an opinion.

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Charmin@Charmin

7Mês

@BavarianLion If NVIDIA were at EUR 500 today, that would be a P/E ratio of around 150, which would of course be a blatant valuation.

But with significantly lower values (such as Tesla), that doesn't bother anyone ...

But I remain realistic. So not today, but in 5 years' time (end of 2030). NVIDIA would have to triple its profits by then in order to cost 500 euros at the current P/E ratio.

I think they can do that.

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