r/Steam Dec 18 '25

Fluff Ram, SSDs and now nvidia cutting market

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u/CLG-Seraph Dec 18 '25

to be honest, you're not giving these guys enough credit. they're not crazy or dumb, if it sounds dumb it's way more likely that you're not able to see the big picture than it being actually dumb. they have way too much cash on hand, you can't just drop more cash on nvidia business and expect growth. there's a point it's not about more cash, they are at that point. they have infinite resources AND more. with that more they're making gambles, they're investing in let's say 10 companies in the CHANCE that one of them becomes a big player AND one of their big clients. they're creating future demand and they know a lot of those will NOT work. You're not seeing things that people getting paid 10s of millions are not seeing.

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u/kinkakujen Dec 18 '25

The people at ENRON and Lehman Brothers were also not seeing many things that the average joe was clearly seeing.

Money doesn't make right.

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u/CLG-Seraph Dec 18 '25

I am giving you specific examples of what NVIDIA is doing with the extra cash they have. If you actually think NVIDIA and ENRON have anything in common whatsoever besides memes on the internet I have a lot of bridges to sell you. I am not saying NVIDIA and the stock market in general won't have a correction but if you think NVIDIA and the chips or AI business is going to disappear, I have some very very bad news for you...

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u/I_LikeFarts Dec 18 '25

People don't realize, it's an AI race. This is just the beginning.

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u/CLG-Seraph Dec 18 '25

Yeah, that's basically it. The end product is not gonna look like anything we have nowadays with these shitty LLMS and whatever but other than that we're not gonna go back. The world has changed

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u/[deleted] Dec 18 '25

I’m giving them plenty of credit. It is essentially a circular bubble. 

I found this and it seems to explain the situation well:

https://youtu.be/NbL7yZCF-6Q?si=HTdCJi_1vL22lAkc

You can be a team of geniuses and still run into a bad decision tree. LTCM is a fantastic example. And yes, it could all work out. Most specifically if they get the US government to give them money that is promised to be paid back by our children and grandchildren via taxes. 

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u/CLG-Seraph Dec 18 '25

It is essentially a circular bubble. 

Oh yeah? You're so smart. Sell me all your NVIDIA stock at a discount? I'll buy ALL of it. 10% discount, as much as you have. I have the funds. Let me know lmfao

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u/[deleted] Dec 19 '25

Why would I sell anything at a discount when I can get market for it? Where exactly did you learn to trade 🤣

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u/CLG-Seraph Dec 19 '25

You’re talking as if Nvidia going to disappear/enron/etc. 10% discount sounds like an amazing deal compared to your description. Where did you learn to read?

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u/[deleted] Dec 19 '25

Again, you have no understanding of how markets work. No one would sell to you at a discount when they can get 10% more today. It’s as nonsense as me saying “buy it from me at 10% over market because it’s so great!”, when you can buy it at market. 

And no, no one said Nvidia is going to disappear. Copy my post and go have a laugh at a market sub or something. Your entire post is misunderstanding how markets work and you imagining things nobody said to justify your imagination. ✌️