I don’t see the stock price not moving as evidence of the bubble collapsing.
In Q4 2025 only 5.5% of NVidia’s revenue came from gaming products. That’s revenue not profit, their other products have better margins than gaming. Also Nvidia already has 95% marketshare in gaming gpu’s. So for them to grow more, they would have to increase the number of people gaming on PC or get into desktop cpu’s or get a bunch of people paying a subscription for access to more profitable cloud services gpus.
Really I just see the stock price not reacting as an acknowledgement that nvidia and nvidia shareholders don’t care at all about desktop gpu’s. It’s a vestigial appendage to what is now an AI hardware and networking company.
Another desperate attempt to get consumers to embrace their shitty solutions to problems that do not exist.
Nvidia’s stock price barely reacted. I think we did it boys and girls. The bubble has started to collapse.
I don’t see the stock price not moving as evidence of the bubble collapsing.
In Q4 2025 only 5.5% of NVidia’s revenue came from gaming products. That’s revenue not profit, their other products have better margins than gaming. Also Nvidia already has 95% marketshare in gaming gpu’s. So for them to grow more, they would have to increase the number of people gaming on PC or get into desktop cpu’s or get a bunch of people paying a subscription for access to more profitable cloud services gpus.
Really I just see the stock price not reacting as an acknowledgement that nvidia and nvidia shareholders don’t care at all about desktop gpu’s. It’s a vestigial appendage to what is now an AI hardware and networking company.
I think its just waiting. It will hang out here for a while and then become even more ridiculous because Nvidia is the only one making money so far.