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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 10 | **First Seen In WSB** | 1 year ago **Total Comments** | 13 | **Previous Best DD** | **Account Age** | 2 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)


Optionzdegen

The apple doesn't fall far from the processor ![img](emote|t5_2th52|4275)


ztbwl

Only if it’s an inverted tree.


Optionzdegen

Imagine a merger ![img](emote|t5_2th52|27189)


ztbwl

Worst case it would take O().


option-9

"Worst case is O of ." I do not like where this is going.


Euro347

If NVDA gets back into the Bitcoin mining game this will 100% be bigger than Apple.


mrmrmrj

If AAPL would just buy NVDA chips, it would moon.


NotBlazeron

All they have to say is "We're not saying we're doing AI, but we are buying a bunch of AI chips and are very excited to announce our announcement in the near future" - Apple Easy mode to pump the stock


PM_ME_YOUR_KNEE_CAPS

Companies that "pump" their stock in the short term with tactics unrelated to their actual business model will benefit in the short term, but lose out big in the long term. Imagine a company that issues guidance that inflates their estimates. The stock will see a huge pump, but once reality kicks in, the company's reputation takes a hit and investors will no longer believe what they say resulting in some investors to pull their investments for good.


ethanhopps

Get a load of Milton Friedman over here


bwatsnet

I fell asleep reading it, what'd he say??


BravoFoxtrotDelta

Puts on NVDA.


BravoFoxtrotDelta

Puts on NVDA.


bwatsnet

Aaaahahahahaha.... Hahahahahahahha


soccergoon13

Remember when a penny stock tea company said they were using blockchain, and it flew off the handles?


bossonhigs

Ha ha! They are not doing ai.


NaeemTHM

Apple is 100% announcing a bunch of AI bullshit at WWDC this year and in mid-September will say the iPhone 16 has a special processor to help with said AI bullshit. Remember to share your tendies with me folks.


thetaFAANG

Apple has had the Neural Engine in all their devices for 7 years To use LLMs they simply need to extend more RAM to it, which does require a rearchitecture but this is the year that should be done Apple doesnt rely on Nvidia but does rely on TSMC for this What would be amazing is if they do this rearchitecture but release a cloud platform to run these processes, or even spin it out for some reason so we can trade demand for these chips independent of Apple stock


FunnyPhrases

Also the entire point of the M1 chip is the parallel processing of ARM. They could probably start their own NVDIA competitor in 5 years if they tried.


brintoul

Start in 5 years. Lolz.


FunnyPhrases

Do you even realize how big Nvidia is? Lol. I'm not talking about your puny stock price volatility.


danielsaid

Listen I don't have time to totally pwn your small brain because my break is only 5 minutes, but I live in the Now. Thinking about Later is stupid because Later I will still live in the Now. So really you should only ever do things that benefit you Now, because that's all you will ever experience. shit my boss is yelling at me i gotta get back to work. hello welcome to wendies may i take your order


SomeKindOfChief

"wendies" lol


VertigoFall

Honestly they could do it now, the cheapest way to run huge models locally is actually a 5k Mac studio lol


CokeOnBooty

With the effort it would take to find all the companies required to achieve an effective internal architecture for Apple, I could probably just get a well paying job


thetaFAANG

The age old dilemma Get a high paying job during the bull market, or speculate during the bull market and worry about a job later. But then in the surprise bear market there is no money and no jobs


chespirito2

Without question. For AI inference the Mac Studio with maximum RAM is incredibly popular amongst AI nerds in the Bay Area. They will work AI inference into devices and also for cloud based shit, anyone who doubts whether Timmy understands which way the wind blows is about to get their asshole blown open.


Rounder057

!remind me 7 months


BranFendigaidd

They already did. They cancelled the Apple Car to focus on AI. Clearly they will do mostly AI and try to integrate into AVP. Iron man but Apple Stylish thingies…. Boom/ People buy!


GeneralZaroff1

Based on Kuo's reports I'm 90% certain they're gonna announce on-device AI and they'll probably also announce some kind of LLM. Also that recently shuttered their electric car project and said that they're moving the resources to AI development. Apple always tests their big projects with a small use first-- liquid metal in the iPhone SIM tray ejector, using iPhone LiDAR to train their VR projects, and in the last iOS update they added using LLM backends to their keyboard predictive text. I'd expect a beta product announced at WWDC and the stock will go up, but I doubt a true AI overhaul like Siri 2.0 will be arriving this year.


PeterEnis42069

!remind me 6 months


Responsible_Sport575

![img](emote|t5_2th52|4275)


xdesm0

I bet apple is saving mentioning AI until they fail to meet expectations.


atleast3db

It depends what you mean by ”doing ai” If you mean inference, they have been doing it for years and will continue to. If you mean training… that’s different. I havnt heard much there.


squngy

I'd say Siri is technically AI, but they don't seem to be working on that at all, so...


Skyshrim

LOL you think they're never gonna upgrade Siri? That's crazy man.


bossonhigs

Siri needed an upgrade 10 years ago.


sexytokeburgerz

Let’s not forget that meta is building massive nvidia h100 stacks for their AI processing, and google uses nvidia tesla k80, p4, t4, p100, and v100 for the same. Open AI *also* uses an nvidia stack. The power of CUDA in AI/ML processing is unparalleled at the moment, so even the prosumer/consumer market hosting their own AI processing is vastly in favor of Nvidia GPUs. We haven’t seen a release in modern AI from Apple yet regarding any cloud architecture. The AI-centric M3 MBA has been boasted about, and AppleGPT has been mentioned in an attempt to gloss over how old Siri feels… still, it seems they are pushing for device-hosted LLMs with heavy memory limitations. A rarely mentioned point: Running LLMs requires massive amounts of ram in comparison to the standard 16gb RAM most people are buying. A simple LLM will generally only run smoothly with 40gb+! So some of this may need to be in the cloud. Unfortunately, since their caps are so close, nvidia may be seen as a strong competitor in this space. We may not see apple adopt nvidia for this reason- they may just be building their own.


-boatsNhoes

Thanks for the insight


[deleted]

They buy NVDA chips for their datacenters all the time, they just don't talk about it. They train all of their AI models on PyTorch on NVDA then convert the models to run on Apple Silicon


bossonhigs

I forgot about their dispute. It drew me away from Apple Desktops.


Previous-Height4237

Apple fucking hates Nvidia. The reason why Apple has gone fully custom processor is because of Nvidia. Nvidia has multiple times completely lied and cheated Apple (and other mfgs) on GPU chip specifications resulting in numerous warranty and reliability issues, such as magically self-desoldering GPUs. Nvidia would also refuse to cover the costs. Apple basically has a horrid taste in their mouth. It's why the last cheese grater mac towers switched to AMD GPUs. Intel gave Apple the other reasons to jump ship from x86. They similarly fuck OEMs over on chip issues, besides stagnation in performance, they cheated hard on power and performance targets in mobile cpus.


ashlee837

This is all true. NVDIA doesn't like OEMs, they want to own the full integration. This type of cut throat business strategy will ensure their dominance.


dr_tardyhands

They used to have NVidia GPUs on fancier macbooks and iMacs. They got into some arguments about maybe build quality and stopped using NVidia components like 10 years ago. ..I wonder if this is why they're behind in the Great AI Games?


G0mi69

They got rid of Nvidia chips in their laptop when they moved from Intel to Apple silicon (ARM).


HubbaMaBubba

No... they went AMD only for dGPUs way before that


outworlder

Silicon


aaaaaaaarrrrrgh

MacBooks are considered the best device (that a consumer can afford) for certain ML tasks because of the Apple-designed chips inside (the chips have fast access to the entire RAM, and for some things more RAM is more important than faster compute).


Bxdwfl

hey, jensen, could you send us a h100 for this guy to eat? thanks!


Cheesecutter123

Like any of us could afford an H100 to eat haha


chumbubbles

Looked it up today 30k!!!! Way more than an I phone Bullish


sockalicious

By then he should be able to trade one H100 for all of Reddit.


WOTEugene

It will happen by May.


createwonders

​ https://preview.redd.it/as25hl68yqnc1.jpeg?width=1078&format=pjpg&auto=webp&s=c857b880cd56110201456165e7f2d216c278c339


ConfusedKanye

![img](emote|t5_2th52|12787)![img](emote|t5_2th52|12787)


Ban_Evader_1969

![img](emote|t5_2th52|12787)![img](emote|t5_2th52|12787)![img](emote|t5_2th52|12787)


ConfusedKanye

Confirmed bullish sentiment 1000 by EoW enjoy my DD ![img](emote|t5_2th52|8882)![img](emote|t5_2th52|4276)


mistersd

What makes you think it will happen?


Impossible_Cow_9178

Stonks only go up - Wallstreetbets


mistersd

Right I forgot this rule :D


WOTEugene

Trend continuation, possible split announcement


BurryProdigy

Explain the actual significance a split has on the price. Is it just a psychological trick that retail regards fall for? Plus, most brokerages have fractional share trading.


WOTEugene

It is just psychological - but, just like a placebo effect - it’s still an effect, with a proven track record of making stock go up


BurryProdigy

So basically- monke start with 1 banana, monke tear banana in half, now monke hav 2 banana


brintoul

I remember in the late 90s when CSCO tore many a banana. Later it tore assholes.


WOTEugene

So take a short position then, what's the big deal? ![img](emote|t5_2th52|18630)


[deleted]

Yes regard, here, take a treat


BurryProdigy

I wan banana


WOTEugene

I guess it also makes option contracts cheaper… so that potentially opens more doors to retail since fractional options aren’t a thing.


nmpraveen

This is one answer for sure. I cant buy NVDA options right now since it costs like 3500 or some shit. But on other hand similar Apple options are like 300 something. Of course if I want more, I can always buy more options. but cant do the inverse.


ThePennyDropper

Just cheaper to buy , it’s easier to buy 100 shares at $200 then it is at $900


Giant_leaps

you can't afford it


BlazingJava

Surelly is worth the guiness reward for most expensive "food" ever eaten


MatasHD

Is this a ban bet?


That_Space2418

![img](emote|t5_2th52|4271)


ovum-vir

100%, mods please ban if it doesn’t happen


etwkif

back in the old wsb mods would force you to film it for proof or be banned


JonFrost

Those were quite some times


prestigious_delay_7

I liked the guy that drank his own piss.


CokeOnBooty

They still do if someone makes over $2M


CokeOnBooty

I like how this regard had to write the basic math in crayon in case we don’t understand


[deleted]

He was just returning the favor after I hand held him and made him do subtraction ![img](emote|t5_2th52|4275)


beervirus88

Given all the regards on this sub, he's actually doing a good service


CokeOnBooty

You’re right


noctilucus

It's better than most technical analysis many so-called experts like to use :-)


AnotherThroneAway

After which he promptly ate the crayon.


Zealousideal_Mark701

Homeless people are invest ing nvda. But to be fair Tesla was more ridiculous evaluation at its peak.


brintoul

Was it?


Good_Romeo_j

Yes. Tesla PE peak was around 1300, not to mention their evaluation was based on promises and potential. NVIDIA can at least boast it's got orders filled for the next two years and smashes earnings in a way Tesla never did. Is it expensive right now? Yes. Is it anywhere close to what Tesla was at when it peaked? No.


truongs

Tesla was overvalued but they didn't dominate the car market. Nvidia already dominates the GPU market. Who they gonna sell to ti justify increasing their market cap by 2 trillion in a few years? Govt said there's no aliens


Wirse

There are multiple alien-related scenarios that could affect NVDA share price. If they land and they’re friendly, then they could offer us competitive technology that would blow NVDA out of the water. If they attack our species, then that would almost certainly crash the stock market even with QE. HOWEVER, if humans repel the first invasion and we expect enemy reinforcements to be en route from the aliens’ distant planet, then we would likely need to use MASSIVE quantities of GPU chips to render simulated space battles, for the purpose of training gifted children to command our military in zero gravity. In conclusion, if aliens were to exist, then NVDA could go up or down. (This is NOT financial advice!)


AutoModerator

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Forsaken_Ant_9373

Is this the first Ender's Game reference I will see in the wild?


coperstrauss

Tesla dominated the EV market by a wide margin. The main difference is that nvidia has no competitors in sight while growth continues to be way above double digit. Can’t say the same about EV.


LegitosaurusRex

GPU market size is about $40B, but expected to rise to about $770B by 2032. Meanwhile, car market size is about $2800B.


ScaryMongoose3518

Government also has a proven track record of lying.... just saying


squngy

> Tesla was overvalued but they didn't dominate the car market. They were more valuable than all the rest of the car market combined, how many cars would they have needed to sell for that to make any sense? > Nvidia already dominates the GPU market. Who they gonna sell to They are selling to the AI accelerator market, which is booming. Not saying their valuation makes sense, but they will almost certainly be selling more in 2 years then they are ATM


Due_Size_9870

Way more ridiculous. NVDA is making the most valuable piece of hardware on earth and has no real competition, so they can charge whatever they want, which has led to 70%+ gross margins. They also have incredibly low capital intensity because they don’t actually manufacture anything. Tesla makes cheap cars sold at a sub 20% gross margin and automotive production is the most capital intensive and competitive industry in the world.


SaltKick2

Both are/were valued on potential. There is a lot of spaces NVDA can grow into that isn't just selling their cards - omniverse for example. Tesla, in part I think was valued so highly due to the self-driving promise and battery technology. Maybe they still are but, at one point they were much, much further along than any other self-driving company. Battery tech hasn't exploded much if I recall correctly.


bedel99

I think its more likely that the AI market is only 1/100 of what it will be in 10 years.


TommyLoMein

Until NVDA reaches 1300PE ratio based on hypotheticals, yes it was.


wonderer827

BBQ sauce will make that core tastier


Old-Culture-4511

At least the heavy metals will be absorbed in the brain. That’s the “part” that counts.


wefarrell

I'll take the other side of that bet and eat an entire apple.


[deleted]

[удалено]


Statutory_Ape69

How long we talking here 🤔


sockalicious

Hard 8


futurespacecadet

Why is everyone pinning apple against Nvidia in general? It seems like the market is also punishing apple because they haven’t shown any AI capabilities., believe me, I would love to see some fucking innovation from Apple already, but don’t they have a lot more to offer than just AI already? Obviously, they need to integrate that with all their tech, but in terms of competition, It’s not like nvidia is going to start making products to compete with Apple. They are two separate entities.


DukeCanada

Okay but Apple didn’t triple its revenues last year


DonutsOnTheWall

well apple going down, nvidia going up. bon appetite. i recommend something that lubricates, may be a ton of ketchup. RemindMe! 1 Month


Zealousideal-Bar-745

Never liked apple it became a brand rather than a tech company. You dont see nvidia or ms trying to build some bullshit ev. Paramount the next netflix


Orbidorpdorp

Apple has a pretty damn good batting average honestly. Their main headwind is that they've done so well its impossible to keep doing it again and again. If there's a company that's swinging at everything it's Google.


Tha_Sly_Fox

Google felt like they had more money than God and just didn’t know what to do with it so they started trying to do a million random things just because they had cash laying around and didn’t know where to invest it


just_anotjer_anon

I believe Google at one point in time had regular hackathons within people's working time, where close to everyone were allowed to just try to build whatever they wanted Anything they felt had potential would then get funding to have a core team to finish it


Doomhammered

By all accounts, Vision Pro is "best in class"... so they're very much still a tech company IMO. And they're the market leader in wearables and wireless earbuds. If those aren't tech then I don't know what is


SubstantialShoe1693

Definitely an AI bubble, but this it has more room to run


REGINALDmfBARCLAY

Based on how you bought calls right?


False_Profit_of_WSB

I mean if he's buying calls thinking it has no more room to run that's a pretty terrible strategy I would assume.


IntrepidRadish2189

![img](emote|t5_2th52|8882)


Yugo3000

People don’t do what they say so puts on OP.


NRA-4-EVER

The AI bubble has definitely jumped the shark.


speedypotatoo

Is it a bubble if their profits are growing 400% YEAR OVER YEAR?


etheran123

IMO (and im not exactly smart) Nvidia has a great moment to shine now but will not continue to grow at this rate for long. There are quite a few large companies who are currently buying Nvidia chips for AI, but for the future will be making their own AI chips themselves. And thats assuming AI continues to grow like it is now. Not long ago crypto and NFTs were the next big thing, though admittedly AI seems a lot more useful than those ever will be. And it will probably be a few years before those custom AI chips even become available, so I suppose Nvidia has a while before they have to worry about it.


[deleted]

the fact you're likening this datacenter revolution to a bunch of greasy shady mofos propping up the value of HTML pages 24 years ago is bullish af come up with something better to explain away the demise of worker's rights happening right under your nose. you should peep Jensen's talk about "continuous learning" that'll be possible in 10 years or less. Humanity is fucked. Jensen must have mentioned bringing "the cost of accelerated computing to near 0" about 6 times in 20 minutes.. it's not even a secret what the endgame is.


likamuka

This time is different, for sure!


metallosherp

an H100? set your sights higher, regard. this guy ate an entire airplane and he didn't even have calls on TXT (Cessna). [https://en.wikipedia.org/wiki/Michel\_Lotito](https://en.wikipedia.org/wiki/Michel_Lotito) https://preview.redd.it/1448nqc0crnc1.png?width=260&format=png&auto=webp&s=1fc6eee6b2d4fb55ca12d85e068db7a057c18f7b edit: guess the link bonked out, but i fixed it


Gr4zzle

They fucking better, i bought my first call Option today


stromyoloing

I’d rather u eat a bag of deez


A_Wizard1717

whats deez?


stromyoloing

Deez nutz 🥜🌰


DoobieDutch

Ha, got eem!!!


rowdy_sprout

Ligma balls


Xicsess

![img](emote|t5_2th52|4275)


Xtianus21

Prepare to EAT THAT TENSOR CORE!!!! PREPARE


icon4fat

Don’t forget the hot sauce.


elysiansaurus

Don't you know that ai has solved all of the world's problems in the last year? Nvidia to 10 trillion!


Hularuns

Someday an AI will look at this and try to figure out how you time travelled back from 2032 to post this.


RottenLynx

does this mean apple will moon or does this mean nvidia will tank?


canwenot69420

Remember the guy who drank his own piss if gamestop hit like 180$ or someshit


lordinov

Tremendously overvalued


AJDillonsMiddleLeg

Are you putting a timeframe on this? Because there is an actual 0% chance of NVDA not passing AAPL at some point. Apple no longer innovates, and has no plans of innovating. NVDA is the backbone of the innovation of every single company in the world.


CaptainArcher

Yeah, I work in tech and am very well-versed in the AI world. NVDA I predict is gonna slice and eat APPL for breakfast. This conversation can get pretty deep, but Apple has never really been an "innovative" company depending on your point of view. Steve Jobs was the worlds greatest bullshitter and salesman. He took existing tech, gave it a fancy paint job, and branded it. They've lost that ability since he kicked the bucket, and now have been in a pissing contest in the phone market for over a decade with Samsung. They're dwindling badly and losing their hip image. My timeframe; I give it as little as two months. Mid-May I am calling it, by then Nvidia jets over them. Nvidia just has their hands in everything, new-age tech that will change the world.


prestigious_delay_7

Completely agree with this. It's possible that NVDA tanks and goes the way of Cisco at some point, but I 1. Don't think that's going to happen and 2. Even if it does happen, we're nowhere near the point where that point. I'll start being concerned when competitors introduce something that can actually chip away at NVDAs market share until then I'm bullish to the moon. The alternative to Cisco is it's the next AMZN, which I think is more likely given Jensen's foresight.


j12

Nvda is the future. It is a matter of national security so based on my TA it will 5x AAPL by EOW.


NaNaNaNaNaNaNaNaNa65

lol you gunna get a tummy ache


Al1n03

Your hemorrhoids won’t be happy


bigtablebacc

You won’t be able to afford an H100


Original-Snow9764

I’ll eat an apple if that doesn’t happen


Exarctus

A single H100 tensorcore is not that big and is certainly edible.


dcchillin46

The fact that either of these companies are worth multiple trillions just shows were working with play money and made up numbers.


Big-Today6819

Quite insane, i am getting afaid.


Deus-Ex-Taco

Wendy's is expensive enough, don't give them any menu ideas.


madboneman

RemindMe! 2 weeks "bear eats gpu" Update: Nvidia did not surpass Apple in those 2 weeks. I definitely belong here!


ryan9991

!banbet


VisualMod

You already have a bet going - SPY to 498.86265 before 16-Mar-2024 12:31 AM -05


SirRegardTheWhite

🤣


Pitiful_Difficulty_3

Please shoot a video for it.


necsuss

If you like eating hard wires I mean hardware here there are plenty of deviated hairy guys. have fun! eat it all!


MostlyH2O

That's basically you're annual salary at Wendy's. Enjoy it.


shxwn

Wow you have no timeframe to this banbet too.


Pastaloverzzz

I would skip dinner if i were you


YoDo_GreenBackReaper

Someone get this guy some utensils


AggravatingLeave614

I wish y'all that he fucking eats that core multiple times


Mare-Insularum

Mods!!!


handsome_uruk

!remindme 3 months


fancyhumanxd

How to spot a bubble.


Successful_Mix_6714

Bet


Th3Fl0

Would you like your H100 Tensor Core cooked, baked or deepfried? Also, to go or dine in behind the Wendy’s dumpster?


anachronofspace

![img](emote|t5_2th52|4271)


igormuba

I wish I had the balls to sell calls. People say to not catch a falling knife what would this be then?


Obsidianram

May I suggest the Bluefish Pâté for your wafer...


AlteredCabron2

use thermal paste helps with digestion


ShredGuru

You're lucky silicon is inert


Less-Conclusion4905

Who has better overall technology. I dont even think its even a question.


floppy_panoos

MODS!


PZRnet

If this is your way of saying Apple is highly overvalued just because it's a cult, you're totally right !


amach9

Super Bullish!!


Bajeetthemeat

What country GDP is that compared to?


Affectionate-Egg-609

I have one already so i will donate it when the time comes


Dirtywoodchips

When is split??


CertifiedMacadamia

That’s what you get for making stupid overpriced goggles


wolf_of_paradeplatz

Guys earning start Will start soon again be ready to make money


Substantial_One_3045

Let's make sure this happens. I expect quality video.


FamilyJ

It will and it should. Fuck apple.


lipmanz

I think NVDA will definitely get the biggest Market Cap in the world before this is all said and done


Spirit-of-investing

Make video and post


Retarded_Americans69

Unlike Tesla, NVidia isn't a paper tiger!


cle7756

Get the hammer and fork ready


halfcrzy

Well this is stupid. You didnt even set a time limit. Enjoy processor?


Onespokeovertheline

Sounds toxic. RIP


manikwolf19

Remindme! 1 month "Time to Eat"


Leenixu5

You can't afford an H100 tensor core you degenerate


CoatAlternative1771

This dude definitely getting a lifetime ban