You can data mine all you want and you will never find a more highly valued semi in the large cap space than NVDA. I get it, MUH gaming and crypto and the company is growing fast — but what in the actual fuck are you people thinking holding this shit at 15x sales?
Do you even know where this shit is coming from? Talk about multiple expansion — if you own this stock in your fund now — you do not deserve to manage money — you fucking idiot.
NVDA reported after the bell and of course crushed.
NVIDIA beats by $0.39, beats on revs; guides Q2 revs above consensus (260.13 +4.35) Reports Q1 (Apr) earnings of $2.05 per share, excluding non-recurring items, $0.39 better than the Capital IQ Consensus of $1.66; revenues rose 65.6% year/year to $3.21 bln vs the $2.88 bln Capital IQ Consensus. Non-GAAP Gross Margins were 64.7% vs. 59.6% a year ago For fiscal 2019, NVIDIA intends to return $1.25 billion to shareholders through ongoing quarterly cash dividends and share repurchases. Co issues upside guidance for Q2, sees Q2 revs of $3.04-3.16 bln ($3.1 bln +/- 2%) vs. $2.95 bln Capital IQ Consensus Estimate; GAAP and non-GAAP gross margins are expected to be 63.3 percent and 63.5 percent, respectively, plus or minus 50 basis points.
At present values, NVDA is trading +516% above its historical p/s median. Their p/s is up from 4x to 15x over the past three years. In comparison to NVDA, highly valued stocks like AVGO, TXN, and NXPI are dirt cheap at 4-6x sales. If forced to choose just one short and hold it for 2 years, it would be NVDA.
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That’s good because I am forcing you to hold just one short for 2 yrs startiiiiiiiiing now. Do it.
Fuck off. You can’t force me to do shit.
NVDA is cheap. Street still doesn’t get it.
YOU ARE FUCKING NUTS. I want you to explain how NVDA is cheap, based on actual metrics and not your feelings.
“street doesn’t get it”
Stock is at all time high and is up 5x over past 3 years. It’s like you’re retarded on purpose.
At least you haven’t been short since $100 like Andrew Left?
It will revisit 25 sometime in the next decade. Shorting it now though is a tough call since it could also rocket to 500 in the current euphoric FANG climate we are in. People are buying technology stocks like it’s 1999 again.
Lol, won’t fall below 100 for decades, if ever.
FAMOUS LAST WORDS.
1000 before 100, pal
Meaningless drivel unless you can prove it.
Noose-level short interest OPK starting a run? ….
it’s all about the feeling…
4-6 P/S is cheap for semis?
MU has P/S of 2.33.
Oh, so you want growth? the PE/G numbers of AMZN, NVDA, NFLX are in the top 5% most expensive of the NASDAQ’s ~2500 stocks, even when using this grwoth-favoarable metric.
On the other hand, MU’s growth of PE/G is a jaw dropping 0.15. In fact that is the **absolute lowest** PEG value of **all** NASDAQ stocks. Seriously, can anyone explain why a well, known, high-volume alrge cap can have such a low valuation when the market is near ATHs. What am I missing?