NVDA

Salty-Bar-1975

Should've bought AVGO. It moves in sympathy with NVDA.

Master-Piccolo-4588

Sooo…imagine this: You want to build out ai infra because you want to rent it out to earn MONEY. but you don’t make money, but nevertheless you tell yourself that you just have to build more infra to be ready to make make. Then you go to your dealer (NVDA) and say „I don’t have money to buy your stuff, but I want to build more infra“. NVDA says „No, Problem I give you the money and you buys from me“. And that goes on for a while and then NVDA says „Ok Now you have to pay 20% more“ and you say „I don’t have the money to pay more“. NVDA says „No worries, I give you the money. I warn 20% more now.“ That shit can go on for a while, but it will finally end in the greastest financial desaster in the history of the US and people will look for who is responsible.

EdHallie

I maybe I just want to Burry these assholes that think NVDA is caviar when it’s actually human manure

Onnimation

**$NVDA Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese Al, According to WSJ** Nvidia will pay $6B to license Poolside’s AI technology and invest another $1B in the startup at a $12B pre-money valuation. More than 100 Poolside employees are expected to join NVIDIA and work on Nemotron, its open-weight AI model family. The goal is to build a U.S.-based open AI ecosystem capable of competing with Chinese models such as DeepSeek and Kimi, while also offering a lower-cost, customizable alternative to closed models from OpenAI and Anthropic. NVIDIA is betting Nemotron can rival leading frontier models within the next year. Bruh... if this doesn't push Nvidia 3%+ on Sun/Mon, I would be very surprised

Charming_Raccoon4361

is not NVDA usually flat after earning in that past 1.5 years?

thenorthernwhiteboy

You wee fr about NVDA calls? Such a bad idea man

Charming_Raccoon4361

time to sue NVDA , i cant play video games anymore, impacts my mental help

EdHallie

Going short on NVDA?

Assistant-Manager

Maybe it pumps right before NVDA earnings

cultoftheclave

NVDA is fighting cerebras on one side with 4x-8x performance over even Groq (let alone hopper/rubin), and AMD/Taalas on another with (a few \* here of course) 20 to 30 times the throughput of Groq decode (and far better performance than that if you're going by tokens/watts). Pre-fill is going to be the obstacle, and that's where I'm definitely going to hedge my bet on Cerebras + AMD hybrid solutions, as we are still squarely in the era of "no one gets fired for buying Nvidia" but there's only so much you can do with interconnect between node-scale chips before you hit bottlenecks that are impossible to surmount without everything (including memory) on a single wafer with petabyte speed interconnect, which is why I think in the long-term CBRS will have its pick of the highest margin real time MoE workloads.

dogefool88

The last opportunity to make money this earnings season. NVDA 150p at 3:59 PM on Wednesday

WorldlyWar2143

man yall just know NVDA gonna shit the bed and everyone will mald about it here keep ur long positions all you want just hedge with a weekly put for fucks sake lol

hoopaholik91

Memory makers are now the ones holding the cudgel. People thinking that NVDA is in charge still are delusional.

hoopaholik91

Yet the stock prices of NVDA, MU, SNDK, etc hardly seem to suggest that the market believes these CapEx spikes are "temporary"

BriackYOLO

You see, NVDA calls will print 😏

suiteddx2

Firms pay 6 figures and give 5-6 figure bonuses to people who have all the data and algo that we don’t have. I have many friends who work in finance and are happy to be single digits bearing S&P. I think all the work/time/energy just makes us THINK we know but we really don’t if we pick individual stocks; definitely not investing. Like I mentioned I’ve been REALLY lucky and have best S&P double digits the past 5 years with no real system. If I had to give a reason for what worked, I would say I never traded more than I was emotionally ready to lose. I have a pension and most of my funds in diversified retirement. Since I can tolerate volatility because I know I won’t go broke, I can sit with losses or sell not due to fear/panic. Another is I don’t FOMO. I’ll take 15-20% gains and don’t lose sleep. I may not have sold individual NVDA stocks at the top but my retirement ETF has position so I really haven’t missed out.

grantresolve

I should buy more NVDA

Which_Cost8015

This looks more like a memory scarcity story than an NVDA story. If AI servers are going up 15%+ because memory costs are surging, MU, SK Hynix and Samsung may have the clearest leverage. NVDA can pass the cost through. For CRWV/NBIS, the real test is simple. Can GPU rental pricing rise faster than hardware and depreciation costs? If yes, margins hold. If not, the AI buildout gets more expensive even while demand stays strong. Memory may be becoming the next real bottleneck in the stack.

superhappykid

Everyone here arguing what's going on with NVDA stock on Monday but anyone with a brain will know you just buy memory stocks. It's the obvious play. Just like when everyone was trying to figure out if they should sell Google or buy MSFT because they own a large chunk of open AI a few years ago. The obvious play was just to buy NVDA

BriackYOLO

Not always wrong though. I’m 0-4 trading NVDA earnings, which mathematically guarantees the 5th time is a statistical anomaly. Calls again for me

dogthatbrokethezebra

Most of the buyers are paying NVDA with money from NVDA

BriackYOLO

Right,so NVDA holds all the keys. Devs refuse to abandon CUDA, so NVDA charges whatever the hell they want and buyers just suck it up and pay

WiseIndustry2895

Love seeing the NVDA sub saying this is bullish and this sub saying it’s bad for NVDA

vermilli21

Sideways all week while we wait NVDA to implode the market or send it to the moon 🌙

BriackYOLO

I helped you out with his TL DR: "AMD/ROCm sucks because CUDA is easy, but AI coders will fix it, and Cerebras has giant chips that run circles around NVDA." 🥱 So my tl dr is... his is shorting NVDA and betting his whole stack on frisbee sized silicon. Let’s wish him good luck 💀

cat-from-the-future

There’s a reason this went out right before earnings, they’re going to be able to increase their forward guidance by 15% now. This is hugely bullish for NVDA and contrary to what people think neoclouds like IREN that have secured hardware are going to have even better pricing power now.

Constant_Story8217

Good for NVDA? means 75% margins will be maintained forever

cultoftheclave

The main reason that NVDA dominates AI spend is primarily inertia due to their proprietary software stack that surrounds their hardware, commonly referred to as CUDA even though it encompasses a bit more than that. This advantage exists over AMD not because AMD makes slower GPUs, or silicon that is less suited to AI workloads, but because developer convenience has consolidated around Nvidia's CUDA stack and translating that into the ROCM stack that AMD uses has been a big source of friction when sourcing AMD as an AI alternative. But the AI coding assistants furnished, ironically, in large part with NVDA silicon have attacked and eroded the impedance mismatc between CUDA and ROCM, undermining the primary mode by which NVDA has maintained its dominance as an AI silicon solution. and this is just for the general purpose GPU based inference decode market, which is a substantial fraction of the total AI silicon market. AMD has just partnered with CBRS - who have a huge boat in the form of dinner plate sized chips that wrap all of the compute and a good chunk of the memory (bypassing the HBM bottleneck) necessary for LLM inference, and they smoke the shit out of anything NVDA has at this task, starting at 10 to 15 times faster with a whole bunch of headroom to grow beyond that (actually a recent refresh of the CBRS CS-4 system has just doubled performance on the exact same silicon).

Bitter_griffin-24

Is the NVDA price hike good or bad for Monday then?

cultoftheclave

The best part about what you're not seeing is the irony that the CUDA moat is being destroyed and gutted by the very AI coding agents it enabled to begin with. Even better, that's only the weak assault on the NVDA fortress, disgruntled sappers doing the spade work undermine the walls. they're just softening the target for the heavy Cerebras artillery tooling up for the capitulation strike.

FlowerrBud

I sold $25k of my NVDA to pay to pay for a new car. My original 20k was worth $255k so why not? People say I’m odd for not financing it🫩

InquisitorCOC

Market still very concerned about long term sustainability of GPU demand Hence $NVDA not going up much for more than a year, despite putting up crazy numbers After Q2 earnings, some doubts about Hyperscalers are gone, but market is still not sure about whether companies that burn more tokens actually gain more advantages

ryansilk1

Methodology notes: Implied is one month at the money vol from the smoothed end of day surface, constant maturity, as of the Friday August 21 close. Realized is close to close, 30 trading sessions (July 10 through August 21), annualised with 252. It prints 12.4 on my data provider's series and 12.6 if you do not demean the returns. The chart's realized line is a 20 session window, which prints 12.9. All of those windows contain the same four big days (July 29 through August 4), so the conclusion does not change with the window. With the single biggest day (August 4, 1.8%) removed, the 30 session number drops to 11.6, which flips the premium from about -0.5 to about +0.2. Either way it rounds to zero next to the +2.0 average of the past year. The past year sample is 252 sessions of one month implied minus 30 session realized on the same basis. About 30% of those days printed negative, so a negative print on its own is not rare. The point is the combination: zero premium, implied in its bottom 11%, into a window with a Fed meeting, jobs, CPI, PCE, NVDA and Jackson Hole. The day by day numbers come from the at the money straddle at each of this week's expirations. Each day's figure is the square root of the difference between that expiration's squared straddle price and the previous one's, so it is the move that day adds on top of what was already priced. VIX is the Cboe close. Charts are from my own terminal (disclosure: I build it).

music_is_gud

AEHR, MRVL, MU, NVDA. SNDK just a maybe for swing trading

GainzandPumpz

NVDA CRWD calls for earnings this week. Gambling we bounce back to ath

thenorthernwhiteboy

“Clear winner” and NVDA in the same sentence lol

EarlyBird001

Quantum is a new area where lot of new players will come into the picture. There isn't a clear winner like there was NVDA in the GPU space. Quantum ETF like QTUM or WQTM is a safer bet.

Legendary-Lemon

NVDA hiking prices 15%? Neoclouds are going broke

Capital-Pineapple961

So, NVDA to open 240 would just be a normal market repricing. Why i have a bad feeling?

Capital-Pineapple961

If my NVDA bags don’t pump on Monday i’m suing you for false hopes

Top_Cranberry_3254

Bro, I'm 98% cash, and IDGAF about FOMO. I'll buy GOOGL, AVGO, and NVDA if they keep dipping, but the rest of the market is going to crash constantly under this crazy admin and their shenanigans. I'm honestly looking forward to the 20% correction coming in the next 6 months.

Remarkable_Fruit_654

I have 10k shares of NVDA... In my play account...

Bitter_griffin-24

Only thing making my NVDA 28th call losses bearable

HowIsEmuWarriorTaken

\> The hyper scalers and hardware companies are selling compute and they will sell even more if token costs don’t exist. 100%. But you know who are currently the biggest customers of almost all the hyperscalers, AMD and NVDA? OpenAI and Anthropic

JokerJambo

Calls on NVDA day, close on IREN day lol

whttevrr

I'm not saying, I'm asking. It appears to me everyone says wait 15 minutes and mark the candle. but when I do that it seems irrelevant. There is a combination of news and data flowing in the morning that sometimes means that you need to just ride the momentum wave in whatever direction the ticker is moving. Beginning of the month with SPY moving up for a couple days meant wait a few minutes and then start buying calls and then sell them a few minutes later. But that only works for so long. What do you do when the markets are in the churn? It seems to me that NVDA and SPY typically do a little morning swing a couple days a week. I saw this 'strategy' promoted and thought it made sense. I have been trading options just long enough to know I need more information. I would like to be able to make a little every now and then to supplement any income I have. This seems a lot like what I normally try to do. I just need consistency. What consistently works for you? I usually wait for a reversal and play the trend. But it does not have consistency for me. Mostly because instead of cutting my losses right away I double down and fiddle with my stop losses when it doesn't work. I was hoping I would get some pointers on reversal trades and while a couple responses have been helpful and sincere, it seems a few blank profiles would rather just BS about whatever. Which is cool, I mean, internet points are still points, right? But mostly I am looking for reliable entry and exit strategies on trend reversal trading.

Affectionate_Fly7659

Canada waiting to dump on NVDA. They know if they shake it up everything else will fall

mehmetded

$NVDA

Hard_Corsair

I mean, you’ve already acknowledged that gaming YouTubers are more effective at propaganda than the CCP. If they can shatter American hegemony, what makes you think tech stocks stand a chance? Oh right, this isn’t r/noncrediblediplomacy; bullish on NVDA

fredditf

or flat until NVDA,PCE,Jacksons asshole

ThatGlockGuy22

What would it take to actually move NVDA at this point?

someroastedbeef

if you believe that, then NVDA is the freest short in the world. time to start up that position!

andytobbles

NVDA going into earnings with the lowest forward p/e in 2 years. This blowout is about to feed the masses

sfw_supdood

TLDR: AI isn't being adopted broadly in tech anymore. No industry has boomed via AI. The future they are promising is a dystopian one with mass surveillance and a datacenter in each city, burning Venezuelan and Iranian oil to farm your data. Nobody likes AI, nobody has money to buy stocks off the bag holders. Short NVDA, SNDK, ORCL Not financial advice ;)

Over-Young8392

how we feelin for NVDA earnings

sabatiel180

NVDA numbers gonna smash but they will likely drop their projections stating a strain from economic headwinds.

Any_Philosopher9278

Once again, everyone’s treating NVDA earnings like the Super Bowl. Once again, the stock will move 0.4%

Over-Young8392

why has NVDA not run up this time, should we be worried

thehindermost

NVDA peaked threads and bond yield doomposting on a Saturday. You guys really said 'I could be at a barbecue right now' and chose this.

pilantratogashi

NVDA and Cerebras have very different thesis, NVDA try to make the smallest nanochips while Cerebras deals with ultra-large chips. Cerebras is interesting exactly because it doesn't directly compete with Nvidia lmao

IndependentUsual7444

Are we at peak NVDA?

TrueAnathema

In light of the upcoming earning for NVDA and MRVL, would you say a full port into those two tickers is valid?

Lux_Soap_Flakes

Long 20k NVDA 2001. Ignore BTC 2012 - no one wants a digital currency!

LivelyArid

plucky little NVDA

DuAbUiSai

Mega dump on Monday and it's up to NVDA to save the market once again. A tale as old as time.

wafflepiezz

NVDA gonna be most important to see if the AI circus continues

InitialPsychology731

NVDA, MRVL, IREN, finally a week with some companies

FFXIV_Yunarin

I know I'm going to regret this, but I'm considering going in on NVDA at least a bit before Wednesday... Suuuurely it'll go up this time with a stellar earnings report, right? ...Right?

Fritzkreig

Here is a fun one; NVDA and MU fair val and what in the future, and how do you feel about the shenanigans around GME and their current valuation?

Agitated-Present-286

NVDA puts = guaranteed free money?

ByteUniverseOfficial

This is exactly why earnings trades are dangerous. You can be completely right that $NVDA beats and still lose money. Expectations, guidance and implied volatility matter more than ‘beat vs miss.’ I’d separate the company thesis from the binary earnings trade.

itsgodsposterchild

Please papa 🥭, burn the market to the ground over the weekend. Let my NVDA puts print bigly please

wafflepiezz

All depends on NVDA earnings next week

ChampMunch

Ngl, I don’t have the balls to play NVDA earnings anymore lol

NoCommonDog

OH, My mistake, I thought this was WSB where people gamble on 0dte and shit like Virgin Galactic hoping to score a multi-bagger on the flimsiest of hypothesis. All I'm saying is grab some SLS exposure because either up or down the name is going to be volatile in the next few weeks as they are on the cusp of concluding a drug trial that will either a) lead to a buy-out and possibly 25-30 share price b) lead to a complete wipe out of the equity holders and thus an opportunity to take the other side. Pick a side and put down a few thousand. After months of sitting around watching NVDA, MSFT etc do nothing It can't hurt to "Live a little".

GainzandPumpz

Big gambling next week, CRWD and NVDA calls for earnings, betting they go back to ath off earnings

TherealCarbunc

* "Construction, power, cooling, networking, or acceptance delays." \-They're delivering, they have the nearterm grid energized and secured in Texas and are not effected by the recent audit. NVDA partnership de-risks GPU supply * Further large equity raises or dilutive financing without clear high-ROI deployment. \-Capex models have returned \~ 2 to 5x per $1 spent on GPUs, 7.6B cash on hand current. contracts are coming in with 40-45% GPU prepayments included. the $500B financing NVDA is lining up should be a tailwind to not resort to dilutive financing coming up. This is financing specifically for NVDA DSX architecture, which sweetwater 1's 1.4GW site is a flagship for - Iren is likely to be a direct beneficiary of this. * Weaker-than-expected AI revenue mix, higher costs, or guidance that pushes the ramp later. \-possible if there are delays * Negative industry developments (GPU shortages, hyperscaler spending pauses, competitive losses, regulatory/power issues). \-regulatory should not be a problem per rebuttal to point 1. Demand is outpacing supply, GPU shortages could be an issue. Hyperscaler CAPEX actually is only loosely tied to $IREN - entirely dependent on if they are seeking a hyperscaler contract or continuing to increase their diversified mix they already have contracted for 2.8B. While Hyperscalers a large part of the demand, a lot of compute is still needed outside of their demand: healthcare field, etc * Short-driven volatility or broader market risk-off (especially for high-beta names) \-always a risk "high valuation" is debatable when they're under the MC for current backlog, have 7.6B cash on and have 2x capacity coming online in 2027 to be contracted. I always recommend right sizing a position to your risk for it. With 30% SI in a highly volatile name and one thats gone through a slight recovery after Leopold got liquidated to trade at what's been support to launch off of for \~10 months But outside of the investment thesis: this is shortsqueeze and what matters more is unleveraged longs tying up the float to squeeze the shorts when they can;t find panic/forced sellers

DuAbUiSai

Any chance NBIS gets mention in NVDA earnings call 🤔🤔

Weekly_One8412

what are catalysts next week? besides NVDA

ZaraBloom418

I got 255k in NVDA at 1200% gain. Is it dumb to just pay off my $15k car loan I financed immediately? Nvidia is 5.3T rn and I could wipe this bad boy clean

Jimmy_Jellyy

fuck, let's see if NVDA can save the market next week

Illustrious-Level912

You know what guys I don't think NVDA calls for next week where a great idea

ShepherdofFire42

Thanks, buying NVDA puts ahead of earnings. Best of luck fellow regard!

Dashover

Along the lines of NVDA buy the 215 call Sell the 215 put Add the 210 / 190 put spread for protection And after earnings / adding the 230/240 call spread .. Is that a similar position to what you have on?

LaHhxL

Usually NVDA drops after earnings. So puts

EdoTensei10

Hopefully NVDA and MRVL can bring some positivity.

Valkorion335786

NVDA will cause the Great Depression 2 electric boogaloo

socrates4eva

Any chance that NVDA breaks the trend and goes up post earnings?

SnooGuavas3568

You about a week or two early. NVDA earnings gonna tank the market next week.

Interesting_File_654

I DCA'd on both NVDA and AMD to below $100 on each, now holding 250 NVDA and started selling some AMD (had 172 shares total) only after $295 and still have another 50 shares left. DCA only works if you still believe in the company, don't hold onto dead money/stocks on a company that's burning.

hermeskino715

Jensen going to put his leather jacket on, give us huge numbers and a great forward guidance that will send NVDA back to 200

PooPooPointBoiz

I've pivoted to NVDA, full port on stock.

wafflepiezz

Either way, even if NVDA pumps, semis and memory will follow

BigWarning8696

Hedgies don't want to load up before NVDA ER, so volume has been weak. Next week the option chain should be pretty wild in semis and volume will pick up bigly. Since they already retraced in July, its likely be the start of next leg up if there isn't a midterms market correction

RainieY

Nobody is forcing you to sell at low and buy high. If you buy quality stocks at a good price based on real valuation, you can make a lot of money no matter what the "top players" do. That guy got fucked because he gambled with leverage. If you buy NVDA when chatgpt came out, you would have 10x'd your money no matter what the top players do 

HowIsEmuWarriorTaken

\> Anthropic, which buys chips from a variety of sources, including Nvidia, Google and [Amazon.com](http://Amazon.com), has indicated recently that it wants to build an in-house silicon business These motherfuckers can't just buy the NVDA chips? Isn't Nvidia giving them enough money anyway for it

Icy-Molasses3902

Who bought my SOXL $126 7DTE today? I hope NVDA earning pumps it so you get a lot of money

dabudda

its best to start with volatile stocks that you believe in the long term. it could be NVDA, ADM, TESLA, XOM, NEM I think my first option was google and then 2nd was intel. and I'd not focus too much on strategy, it will come later after you're sure about the direction you're going. find one stock and buy 100 shares and start selling short duration calls for couple of weeks. you'll learn more buy watching and doing than reading comments. (you'll learn from comments but its like learning to swim by reading instructions. but once you know how to swim, come back to text and you can learn how to do it better)

youngneil00

NVDA calls $30 OTM

NerdSlamPo

That’s what I’m counting on. But man NVDA looks like they’re going to post bonkers numbers. Street might love it this time around