Stock Viking, Ph.D. (@StockViking) header
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Professional investor 20+ years.

Wall Street
Joined January 2011
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Stock Viking, Ph.D. retweeted
No amount of words can explain how INSANE this is... $NVDA
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For a lot of people, that one red candle wiped out an entire years worth of gains. For others, it wiped out their portfolios completely. $SPY $QQQ
Still can't get over yesterday's candle in $SPY
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$SPY $QQQ 🤣😂
markets trading like Al Qaeda won the election
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I didn't think the market would be stupid enough to sell $NVDA down to a ~12X Fwd P/E. At these levels, it's a gift.
The market rout’s driven Nvidia to 12x forward earnings. For context, that’s a multiple when their biggest thing was traditional PC games, long before AI became mainstream, as if nothing happened between 2015-2026, back to a world when tablets were shiniest new thing in consumer tech.
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Big bounce coming soon for AI stocks imo This is worst than the saas selloff earlier this year Fear gets overblown to the downside just like euphoria gets stocks over green to the upside
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Stock Viking, Ph.D. retweeted
You have to be mentally handicapped to wake up with the Nasdaq 100 trading at its lowest fwd P/E ratio in years and feel compelled to sell your tech stocks, while we continue going through the biggest, most profitable tech revolution in human history
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Stock Viking, Ph.D. retweeted
I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.
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$NVDA under $200? Free money. People are going to take it.
$NVDA hit $179 in after hrs. Currently $187 almost in overnight. Can we see $190?
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This crash today is a once in a five year event. If you're not putting at least some cash to work at these levels, then you're probably trying too hard to time the market. $SPY $QQQ.
$QQQ $639 to almost $653 in after hrs now…
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Nvidia is reporting earnings in 8 trading days. No one knows what the stock will do, but let's just say, if this time $NVDA popped +20% higher after earnings, it would not surprise me.
$NVDA at $183 Biggest no-brainer buy of the decade, or am I too stupid to see the risk?
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Depends on the forward estimates you use, but $NVDA forward P/E is actually closer to ~11x. I remember when $AAPL's P/E traded that low when Steve Jobs was CEO. Their stock was asymmetrically undervalued and no one realized it, not even me. The stock went up ~1000% over the next 10 years. I'm not making that mistake again.
I Can't Believe Nvidia Is Trading At 15x earnings
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