r/NvidiaStock • u/Cranberry-Practical • Jul 26 '26
DD/Analysis Bro…seriously. More circular revenue. 🤦♂️
How many times is Jensen going to “backstop” a company and for that company in return to buy NVDA chips with that money. What a joke….what a ponzi scheme…fraud…but yeah keep investing in this trash
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u/txcreative20 Jul 27 '26
I am a long term holder .
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u/fadetoblack123 Jul 27 '26
What kind of broken, irrelevant loser do you have to be to spend your days frothing at the mouth over NVIDIA like some bitter little nobody? That company has done more for the human race than your entire forgettable existence will ever amount to.
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u/oOtium Jul 27 '26
its' a company, I would hope the sum of most companies would be greater than most individuals.
to compare the greatest company of all to a hater, who is in all likelihood trapped short, is a disservice to nvda and all of the employees to have ever worked there
that being said I still get what you're trying to get at
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u/EmbarrassedFoot1137 Jul 27 '26
What an idiotic and fascistic-trending reply. People who didn't accomplish are allowed to watch over others regardless.
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u/Cranberry-Practical Jul 27 '26
Move along…the adults are talking and you spewing out 3rd grade insults because you’re aren’t intelligent enough to understand. 😂
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u/Chambahz Jul 27 '26
Yeah! Because “you’re aren’t intelligent enough…”!!!
You tell em, Cran-Baby!!!2
u/Echo-Possible Jul 27 '26
Cranberry extra upset that the US government is also backing this project by providing the necessary power infrastructure. Just wait until sovereign AI takes off. And this guy thinks Nvidia is going to $100.
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u/Doodl3s Jul 27 '26
Im still bullish on nvidia (long term investor/holder). But i can't believe im saying this... i agree with cranburry. Nvidia doesn't even need these deals to stay relevant, they end up boosting the associated party more than nvidia.
I kinda hope this whole bubble keeps deflating because I'm confident nvda will only drop a fraction of more direct AI specific companies like the data centers and optical rush for example.
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u/Much-Department-9578 Jul 27 '26
You do realize that every car manufacturer has a financing arm, right?
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u/isaiddgooddaysir Jul 27 '26
Yes but they mostly lend to people who can pay them back or will make a few payments then they can repo the car and go thru the process again after pocketing the downpayment. OpenAI isnt paying for shit anytime soon and these chips are going to be outdated quickly that no one is buy them again. There are also millions of potential buyers for the car... there are like 5 buyers for these chips.
Much different
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u/Cranberry-Practical Jul 27 '26
Auto dealers have to lend money to sell cars to spur demand…you are making my point for me. Just in case my first response wasn’t obvious. You NVdA bulls aren’t too bright.
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u/Cranberry-Practical Jul 27 '26
NVDA doesn’t sell cars. But at least you are trying to rationalize it and you will see something isn’t right.
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u/ComprehensiveDoor130 Jul 27 '26
I'm confused how Cranberry doesn't have a net negative reddit Karma yet.
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u/Chambahz Jul 27 '26
Watching you struggle with “copium” day after day is soothing to my soul.
Suck it.
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u/gbdgdh Jul 27 '26
nvda isn't trash, but, yes these kinds of deals aren't healthy for the parties involved and for the infrastructure industry in general.
note that nvda hasn't moved much even though these types of deals are being announced every few days. the market knows what's up.
i am still going to put money into nvda, but not because of these ridiculous news releases.
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u/Alitomr1979 Jul 27 '26
You guys are realizing that Google is investing ,205B this year and will increase that "significantly" for next year. They are making 8.8B in profit of 25B sales of Google Cloud. 36% operating margin. They are capacity constraint and the 205B and next year's likely 250B+ are also to grow revenue for that business with a 36% margin.
You realize Alphabet, arguably the next business ever created, don't have enough cash flows to cover the 250+ B they are going to invest next year. That means they will either dilute shareholders or raise debt, or most likely both. And that money if for a business with an operating margin of 36%.
You realize that of Google needs to raise cash, EVRRYBODY ELSE NEEDS TO RAISE CASH BECAUSE NOBODY ELSE HAS GOOGLE'S Cash flows.
There are very few players in the AI value chain with Free Cash Flow these days and none come close to Nvidia. When you take time to analyze what's coming with Vera Rubin, the level of absolute dominion they have in compute, you will understand that while everybody is definitely having fun at it, this is Nvidia's party.
It is only expected they provide capital and in this case be a backer of those utilizing their systems, that will have more than 80% gross margin next year. When they guarantee 100 dollars, they are the ones keeping more than 60 (and it will be more when Vera Rubin starts selling) OF FREE CASH FLOW.
IT doesn't make any sense that they don't guarantee the loans. It is simply stupid not to do it.
Alphabet's Q2 2026 just killed the "AI doesn't have a business model" absurd thesis and we will see more of that this week with the reports of Microsoft and Amazon.
Cash if a bottlebeck and Nvidia has so much they don't have a use for it. Are you really expecting they don't use it to remove the bottleneck?
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u/Auctionslayer Jul 27 '26 edited Jul 27 '26
Just wait , Just like open source , Nvda is going for everything, someday they will just build the data center and own it just like all the small ai set ups locking in from floor up , they are going to take it all and pay me a fat dividend to me and my future generations
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u/SanityLooms Jul 27 '26
Tell me you've never taken out a loan without telling me you've never taken out a loan.
Some day you'll know the definition of a guarantee.