Scottish Mortgage Invest... Share Discussion Threads

[hazl] 15/9/2023 10:19

This is way undervalued as I believe the discrepancy in the NAV shows.

[hazl] 14/9/2023 15:40

I think it will be back to 703p in the morning as that last UT trade distracted from the real price.
It is already accounted for,as far as I know.


IMO

[peetle] 12/9/2023 11:36

These days pretty much everybody is a data company.

[hazl] 12/9/2023 08:41

I have found in the past that the staff at SMT seem to know what they are doing.

[hazl] 12/9/2023 08:39

Pleased to see these picking up a tad.

[septblues] 12/9/2023 07:10

Tesla is a data company

[quepassa] 11/9/2023 11:03

Tesla up 8% in today's pre-market.

Morgan Stanley raises price target on Tesla by a massive 50% from $250 to $400 on back Tesla's supercomputer technology, named Dojo.

[lord loads of lolly] 07/9/2023 10:43

I'd agree social media (& indeed these bulletin boards) should never be your main reason to invest. Whilst they CAN contain useful info, you never know who's behind it. So little better than taking advice from some random Joe down the pub.

That said, my gut feel is that Nvidia IS an accident waiting to happen at current price levels. Sure AI will be big. But that means competitors will soon muscle in. I'd be really pleased to hear SMT had reduced their Nvidia holding. NVDA might go higher. Possibly a lot higher. But IMHO, that just makes their eventual meltdown all the more inevitable. And severe.

[aishah] 07/9/2023 06:39

"There's a mind-boggling theory that's gaining momentum on X/Twitter that Nvidia's blowout performance this year has been fueled by fake GPU sales to fake non-existent clients."

[hazl] 07/9/2023 06:25

Put a toe in here during the week.


See how it goes.

[septblues] 25/8/2023 08:17

well said AR

NVDA last quarter revenue was greater than previous 3 quarters combined

double ordering and overstocking is common in the semi market place

World Economic Forum says AI, Creative Thinking and Big Data will be most in-demand skills by 2027

[alanrussell] 25/8/2023 07:35

Not much point comparing NVDA's capital value with GDPs, an annually recurring number. Apples and pears. Better to compare NVDA's revenue with GDPs, rather less dramatic. Still seems overvalued mind - can they keep selling this number of processors for decades to come?

[septblues] 25/8/2023 07:19

UK's GDP is 3% of global GDP at $105 trn, NVDA market cap $1trn, MSFT $2trn Apple $2.8 trn Saudi Aramco $2.2 trn, Alphabet $1.7 trn and so on.

Don't think I said anything of the items you mentioned.

What you say can hold true in certain circumstances.

[lord loads of lolly] 24/8/2023 09:09

Septblues - SMT first bought Nvidia back in 2016, so it's been a stunning investment. However, they've already reduced their stake this year and I’d personally like to see them reduce much more within the next 12 months. Why? I sense a huge bubble forming with NVDA. Its current market cap is over a third of the UK’s ENTIRE ANNUAL GDP. Go figure! Whilst AI may well have much further to expand, a sector that size is bound to attract new players who’ll eventually find a way to muscle in on Nvidia’s party. Companies always do when that much is at stake. NVDA’s 5 year share graph and its current P/E ratio of 235 or so - yes, 235! - says it all. This is eventually going to implode. And I'd rather SMT got out (or at the very least fully recouped their initial investment & let the rest ride for free) well before then.

[septblues] 24/8/2023 08:31

Nvidia have 90% of the AI GPU market and have been developing it for 10 years.

the future is the future

[ayl30] 24/8/2023 07:02

Nvidia news will be good for SMT and other similar tech holders

[steeplejack] 23/8/2023 20:53

And good figures from Nvidia.This size of discount to assets is becoming silly.Probably time for long term investors to top up,average down.

[steeplejack] 22/8/2023 13:06

Good figures from Wise

[lord loads of lolly] 16/8/2023 15:52

arja - agreed, though SMT has had that sort of unlisted holding level for some time now and the discount hasn't always been anything like as high. Down to current market sentiment, with investors more into value than growth/speculative stocks right now.

[arja] 16/8/2023 13:35

I think 640 is a good chart support level hohum and the 20% discount to NAV is probably warranted with SMT having unlisted holdings .

[steeplejack] 16/8/2023 10:33

In calendar year 2023 to date,the Nasdaq has increased by over a third.SMT's erstwhile flagship holding Moderna has more than halved in that time and stands at a years low.This has clearly,in part, contributed to the market entertaining such a large discount to NAV of around 20%.Moderna is surely likely to bottom out at some stage.Hopefully,in due course,the market might be prepared to focus on SMT holdings like Northvolt and Wise and forget about Moderna.Afterall,it used to represent 10% of SMTs holdings but that is only around 5% now.A bizarre silver lining of sorts.

[hohum1] 16/8/2023 09:43

The Grand Old Duke of York: march ‘em up to 735p and now heading back to £6 if support at £6.50 fails.

[septblues] 10/8/2023 16:50

that is 499 stocks have done better than Moderna in which SMT is invested

and that changes very hour every day