NVDA

ResidualSodium

Because it’s artificial. In that, RAM, GPUs, and other components are being set aside to get these data centers up and running. Also, see RAM producer collusion. I honestly wouldn’t be surprised if in 2 years we had an equivalent of ASIC chips for AI, making the GPUs NVDA is making currently obsolete before their contracts with these centers are up.

PSLGods

You Lose, NVDA Wins

Sweaty_Platypus69

$NVDA will still be around when you pass your shares to your grandkids.. not so sure about $CRWV though :kek:

Charming_Raccoon4361

dude its over, NVDA 8% of GPUs goes to CRWV and CRWV will delist soon

PSLGods

Buy calls on NVDA yolo 420 bong

PSLGods

Anyone else be selling calls and puts on AAPL and NVDA?

TheOpeningBell

You can have actively managed SMAs. Imagine you own an S&P SMA. Let's also say you already own 1MM of MSFT stock. So number 1, direct indexing is also about screen outs so you screen MSFT out of your SMA as you don't need more. Then to your question let's say there's a correction in NVDA, GOOGL, AAPL, and say AMZN. 1. Sell those positions at a loss. 2. Buy an ETF that has the loss positions at a decent weighting so portfolio direction exposure is roughly the same. 3. Wait 31 days. 4. Sell the ETF, and re buy the individual positions. Signed, CFP in the industry with years of SMA experience.

SpiderWil

NVDA isn't going to the toilet but it's gonna have a price correction for sure

TickTockTaudit

Qs took a 6% haircut. Now tech will pump until NVDA earnings and then sell the news. We’ve all seen this before

PSLGods

thoughts on NVDA? pill me

pickle9977

You are way off, and are missing a key datapoint. The profit margins at tsmc, Samsung, NVDA, mu etc. Their margins are not only insane at 70+%, they are increasing, why, because everytime some moron gives any of these tech companies more money they just turn around and try to buy the same stuff. It’s a supply constraint, there are only so many chips we can make in a year, the amount of money we have pumped into this over two years far outstrips that supply. Given these margins the collateral underlying these loans is worth less than 1/3rd of the borrowed amount, it’s like taking out a $120k car loan for a Honda Civic. This is quite literally the definition of dumb money, and if the debt holders are the dumb money the shareholders are sheep waiting to be skinned.

ALMessenger

I’ll be pretty shocked if they don’t quickly rally back . . . rally are reflexive at this point. It will take sustained bad news to kill this market I think the going in assumption should be that what is happening to Coreweave this week will happen to NVDA and the other big AI players at the end of this and that everyone in S&P 500 will experience what you are going through This is a very dangerous market and people with FOMO will not let themselves de-risk

moorhound

Alright, I'm a little buzzed, pretty high, and bearin the fuck out. There is an actual fucking apocalypse on the brink in the AI sector. The entire lynchpin of this thing relies of AI inference being hardware-intensive; it's why NVDA popped, it's why neoclouds popped, it's why SOXL popped. It's why power transformers, nuclear, glassware, copper mining, photonics, and every nook and cranny of the AI rally has happed. The *entire underpinning* of this AI boom is that this magic thinking machine requires a lot of stuff to make it happen. Samsung Littlebit destroyed all of that. It an AI weight quantization technique that decimates - in a literal sense - the RAM requirements for model weights to function, while retaining most of the model's quality. There's other AI compression techniques that LittleBit can be combined with. It's gonna be the thing, technology demands it. Samsung even released the paper and technique for free, under a non-commercial open license. It might shape up to be one of the most pivotal actions in human history; they made native, locally-hostes personal AI accessable to the common man. But it absolutely *fucks* the AI industry. Every company went full-steam to gain an edge on a frontier market, and they all did it with the same thing in mind; local inference was so resource-intensive that it was unfeasible, it required too much RAM to run on a phone or single computer. The cloud model was the only reasonable way to do it, so they went along with what that requires., which is $750 billion dollars worth of capex to build the datacenters to process all this shit and beam it to everybody. Littlebit2 combined with compatible AI optimization tech like TurboQuant (KV cache compressor) allows formidable models to be ran or hardware people can buy. It's a panacea to the RAM shortage; after QAT, it'll shrink memory requirements of shit like Kimi K3 (2.8T parameter) from 1.4TB of HBM RAM to as low as 200GB of *DDR RAM*. 16B models could be shrunk down to run comfortably on most midrange+ phones. It is just too fucking good not to take off. Samsung published the first study results [back in February](https://arxiv.org/abs/2506.13771), but it just started making Korean circles last week, it's why their institutionals have been dumping ass. Anybody with the compute and the knowhow can run QAT on open-weight models; Chinese models will probably be rolling out with these by November. OpenAI, Anthropic, and all the other fuckos were so focused on the threat of someone else achieving anything closer to AGI-focused high inference that they didn't consider the threat of optimization towards functional inference; no one needs the AI in their roomba to solve millennium problems, they just need it to do its job, which lower weight focused models are efficient at. US AI companies will copy the formula, but they're married to this datacenter buildout and all of the debt it entails. Dropping damn near a trillion dollars into what's essentially pooling RAM, and then finding out you need way less RAM, isn't an option when the contracts are already signed and the concrete is already poured. Besides server-side AI, there *is no other need* for this much compute, we were talking about doubling the US power grid for this shit. We'll still need a lot of it for training, but everyone's been racking debt under r the premise that inference would take even more. Everyone stuck in that $750B investment will have a depreciated asset. CRWV will go to zero, a lot of their debt is collateralized on their GPU racks and if they depreciate past amortization rate their creditors can call in the debt at-will, so it will be torn literally to pieces. Don't get me wrong, I'm extremely hyped for this tech. It takes the idea of the thinking machine away from the monopolistic grasp of sociopaths like Altman, Zuck, etc and allows almost everybody to have their own personal, private, non-subscription, ad-free, auxiliary brain. But for the love of God cowboy, *hedge your fucking shit*. The shitstorm is coming, randy. The shitbirds are up there, flying around, ready to take a big old shit. Especially on CRWV.

Ceyenne18

NVDA not taking a big hit is assuring because it means this sell-off is not an AI bubble popping.

Bagholder147

It's like Coreweave doesn't make money. NVDA has it hands in so many companies. It could never fail.......

moorhound

He's not dumb. He knows what's coming, he's known for a while, and it's why NVIDIA has put their stake into open-weight. NVDA will live because the world will still need high-context models for big shit; most will not live because it's no longer the only option for inference.

Ok_Cry7572

Jensen Huang told Bloomberg today that the AI selloff is "all going to pass," and honestly I get why he'd say it. $NVDA closed at $214.13, down 1.4% on the day and about 6.6% on the week, and it's been lower on 7 of the last 8 days while chip stocks just had their longest losing streak since 2008.

timtact0e

Been investing in stocks for past 5 years and have been in red ever since. My one and only winner/highlight is when I bought shares of NVDA at $98 at the time over a year ago. And I sold ALL of it couple weeks back when it hit $230.

Glittering_Dig3798

Just buy NVDA if you want that exposure then imo

Acceptable_Bed_6033

Core weave. I think this panic sell off is over done. Most of their business is sold out through 2027 and NVDA has a vested interest in keeping them alive. Once earnings start to come in suspect we’ll see a rebound

Embarrassed-Bank2835

I don’t think buying NVDA/TSM is automatically the mistake. The bigger change was going from 50% cash to basically fully invested and concentrating even more into the same general tech/AI theme. With only a 2-year horizon, that’s the part I’d think hardest about. Two years can be plenty of time for great companies to still be underwater if valuations compress or the cycle turns. If you still like all four businesses, I wouldn’t make the next decision based on today’s price action. I’d ask whether you’d be comfortable holding this exact portfolio through a 25–30% drawdown. If the answer is no, the position sizing is probably the issue, not necessarily the companies. Personally I’d rather trim back to a cash level that lets me sleep and keep some dry powder than force myself into an all-in/all-out decision.

Critical-County1152

Nothing wrong with buying the dip, but that list is really one bet split into six tickers. MU and SK hynix both got hit by the same CXMT DRAM headline this week, and CRWV's whole business is renting out NVDA GPUs, so if the AI capex story wobbles they all drop together. Could easily work out, I just wouldn't call it diversified.

Open_Pollution_8038

NVDA RDDT NFLX MU HD Those are my picks from that list. You missed GOOG and MSFT. 

20hrfast

I sold all of my MSFT and NVDA and bought SCHD. 30,000$ 2 days ago.

noradrenalinenjoyer

Feller, no one would call you retarded for calling NVDA in 2015. Why? Because NVDA is fun to buy. — Hi Dad, I play games and bought my first stock it is nvidia as well. Fun? I bet numerous people bought it this way cause it is fun. Drones are not fun, and I don’t see any sexy runner with a good marketing so far.

prana_fish

"A fund blowing up" is just media cover for legit real selling. Usually the AI trade bounces back, but this time, with Anthropic's ARR disappointment, it seems like will take a long time for any new snapback. Like, usual pump catalysts have all been exhausted. Oh you think $MU or $NVDA making a trillion in a quarter gonna save it? Nuh-uh. Peak cycle narrative.

sum_dude44

NVDA, AMD, Meta up for month. So is SPY.

Public-Quarter-2753

My dad passed in 2019 and I sold his brand new car. The dealership would only give me 25k for a car he had just paid 45k for. I was pissed the car took a 20k loss but I put ALL into NVDA/PLTR. I’m sure my dad has had a good laugh over it.

Public-Quarter-2753

Winners: NVDA 3500 shares (2019) PLTR 2000 shares (2019). Still holding. Losers: BABA, PLUG, TLRY and many others I don’t want to remember.

itsalwayscalls

Then don't buy it. Keep watching the train fly by. If this company is good enough to be invested in by MSFT, GOOG, NVDA, and AMZN then it's good for me. These 4 votes of confidence/companies have the highest proven ROIC of companies. These are proven compounders of wealth. So. Here's what I can safely assume. These four exceptional companies saw investing in them as more rewarding than investing in themselves. And they are, again, the greatest compounders of wealth of all freaking time. Reply all you want. I do not care.

Brave-Temperature495

Naw for me it was the -$500k in NVDA and DRAM

spilledonwhite

I genuinely appreciate your feedback... I'm just looking for the next big thing like everyone else... NVDA in 2015 or SNDK at $40. I'm sure if I made a post about graphics cards and Nvidia in 2015 everybody would have called me retarded. you don't think that if in 5 years 90% of small packages around the world being delivered by drones would result in a permanently increased demand for replacement motors and batteries and parts that wear out? and military drones that constantly need the latest and greatest technology and weapons compatibility? like I said, your comment was insightful and something to think about. I posted asking for the bear case and you gave it.

TickTockTaudit

I don’t think the market is crashing. We are going into tech earnings. I’m expecting an aggressive rebound with expanding EPS, back to ATHs. I trade the Qs. I’m saying Thanksgiving because NVDA earnings is ALWAYS Sell the News and it fucks everything up. So ride calls and 3x bull funds and get the hell outta there before NVDA reports.

spilledonwhite

You are taking the time to reply and give criticism, which I appreciate. I generally think it is a fool's errand to try to beat the market and have 95% of my money in boring index funds. I have 5% of my money in its own account specifically for a fucking moon shoot. Looking for something like buying NVDA in 2015 or SNDK at 40. Willing to hold a year or more and stomach volatility best I can as long as I still believe in it. Do you mostly swing trade or do you have high conviction long holds? I like Fastenal but they are high right now and by no means a moon shoot. They have performed well this year and are a good buffer to tech. They are expanding internationally and implementing better software systems AI bullshit. They trade at a premium because they are run well and have a culture of not having debt. I almost bought Lowe's at the recent bottom and it would have paid off.

SomePolack

AMD has some serious problems tbh I don’t dislike them but there’s reason they’re behind NVDA

phauxkneet

Kick flip 3x gains over NVDA https://preview.redd.it/6cdy6oh0mwvh1.jpeg?width=782&format=pjpg&auto=webp&s=30436291d67fca263e37846a88be57cc0a09f077

DoubtNeither3927

NVDA alone doesn't tell the story. It's up roughly 20% in the last 12 months, sure, but over a ~3-5 year period? Way, way higher. But NVDA is growing revenue AND profit, which is rare right now in the sector. Why? Because it's selling the shovels for the gold rush. Even then, through circular financing, it is under-writing a lot of the companies buying it's GPUs, which is troubling in itself, but can also explain some of their revenue growth. Now to the broader AI play... That's where the bubble is. Put simply, the cost of AI is far, far outstripping the revenue. Not by a bit, by A LOT. Some would argue that (like dotcom or AWS) the capex is to drive revenue growth and will pay back X-fold over the mid-long term. But that's not how the tech works, their main expense items aren't scaling (and likely won't ever) to support revenue growth. - they are pumping billions into DC build outs and stocking them with GPUs that have a very short life (2-3 years), that won't generate the revenue to justify payback - even then, roughly half their computing power goes into model development and training. They try to argue that's R&D and will diminish over time, but it's hard to see how this isn't an operational expense - I.e. if they stop training models, they become less useful or obsolete (model drift)... - then there's inference... What they generally claim they're profitable on. If we discount those first two massive expense items, we are profitable when we offer up our models to users as the cost of their use covers the cost of the compute used to serve them. Sure, but you can't ignore the first two. And, the more people use your models, the more compute you need, I.e. it's not scaling. Don't look at NVDA to be the bellwether for the bubble. There are lots of pets.com examples out there. Last week, in Australia, Firmus pulled an IPO priced in the 10's of billions for a company making $50m in revenue and no profit that had two DC leases and a bunch of ambitious plans, nothing more. To me that's an early indicator that the bubble is starting to deflate as people start to realise the math isn't mathing.

Sickranchez87

Best: Bought 30k OPEN shares at 1.37, sold at 4.60-100k gain SNDK- bought 100 shares at $560, sold at $1900 Worst- BBBY- bought at $16 and rode it down to zero Bought 300 shares of NVDA January 2022, sold when it dropped 50% for a loss instead of just holding and becoming a millionaire🙃

beeArebel

If you liked $NVDA at $230, you'll love it at $150

hallucehistory

NVDA has essentially been selling to many of its customers on credit and it’s looking like many of those customers may not actually be able to pay. Therefore, NVDA’s  revenue numbers are being discounted to try and arrive at a fair value for what we think they can actually collect. 

Past-Option2702

The earnings growing part is where things get dicey since NVDA and every other stock are not priced on earnings that have already been booked. Ever heard of Coreweave by the way?

Tay_Tay86

You really think all the consequences of a bubble come out in a single week? The fire starts at the edges and moves up in quality as pressure builds. The indexes get drawn down by losses in the worst of the worst, if fundamentals don't change, that pressure eventually starts to pull at the highest quality. This is why when things move down NVDA is slow to react and so is AAPL. This particular behavior is a strategy that wall street uses. They will sell sketchy stuff and pile into "fortresses" aka the highest quality and strongest balance sheets. They wait out the storm, and then come back out. This is because they MUST remain invested at all times based on hedge fund rules. I think the piece you're missing is that these things play out in a PROCESS, not an instant.

AdCool3339

Thanks man, appreciate the detailed reply. Planning to hold for about 2 years, maybe longer. Just curious, why aren’t you too convinced about NVDA?

zer00eyz

\> TSM How long do you plan on owning this company. If it's 2 years, maybe longer than that, you will be fine. They are getting amazing yields out of their new nodes, and those will run for decades. TSMC has used all their capital to build without taking on debt, and are still flush with cash. They know how to manage their factories to profitability and then keep them running and profitable in the long term. They are sold out for the next 2 years, and could have taken 'higher margins' - they are a company that has some deference to long term relationships and their value (its how they keep the lagging capacity full). \> NVDA ehh - good luck. \> AMZN, GOOGL,  I dont think they are going to see much movement based on their sustainable PE - AMZN hid its spending and google is such a web that they have plenty of places to hid things. A Waymo spinoff would be a massive win for them and a place to burry debt.

bearhunter429

#how much each stock dropped from its 52-week high: #SPY: -2.5% #NVDA: -13% #GOOG: -17% #MSFT: -17% #AMZN: -14% #META: -10% #AVGO: -34% #MU: -30% #AMD: -20% #If SPY drops 10% these stocks will all die LMAO🤌

Junior-Albatross4614

You are right, it is not going to influence the price of semis, but the price increase of semis will influence the price of soxx. The kind people here have convinced me there is no viable option play, so the question now is when to buy, as I feel it will go up in value. NVDA is $214 now and (I feel) it is worth more than that.

piltdown_manchild

Your strawman argument is missing the point. * AI is useful and valuable and is here to stay. * The level of over-investment in LLMs and data centers represents a huge bubble. Two things can be true at once. The internet worked out great, so did railroads. Both were accompanied by speculative bubbles. Positions: (long GOOG, AMZN, MSFT, NVDA) - You lose more money trying to anticipate the crash than during the crash itself. https://preview.redd.it/gkcntxvwuvvh1.jpeg?width=1796&format=pjpg&auto=webp&s=2b8a76b280ebc7701cceee20033c32ed9bb527ab

Unhappy-Average-4859

My crack head gambling account is in deep with NVDA 240c 10/19 Bought them week or two ago at 4.30 lmao have been steadily averaging down to a nice .20 I’ll be showering in my mansion 10/21

Ok_Cry7572

NVDA Double-Bottom and An Overhead Gap To Fill. As I said Powerful Rally is Coming out of the exhaustion signal. Shakeout capitulation day Friday. #WTI has a sell signal. Fire Sale! Buy Buy Buy!

Spac55

Until NVDA earnings drops, keep buying AI stocks on red days, not bad idea

Spac55

$SPY $QQQ $MU $SMH $NVDA $TSM $ASML Nothing burger, AI not going away

rowinghorse7

6%+ down week on QQQ. He is gonna fire Jensen and make Iran head of NVDA by Monday.

Xerlic

>I am full cash right now and getting these: Micron MU, Marvell MRVL, Nvidia NVDA, Intel INTC, SK hynix SKHY, Coreweave CRWV. FYI you can achieve this by buying SMH/SOXX + CRWV.

verified-trader

**BanBet Created** ▲ | **Record:** 3W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $225.00 (above) | $214.53 | +4.9% | Fri, Oct 23, 2:34 PM ET |

Fit-Frosting-7144

!banbet NVDA 225 1w

Ambitious_Snow840

Ironically I'm liberal. But I can be objective. 2000 was companies going public with zero revenue and unheard of forward PE ratios. 100x+ in many cases and 2x or 3x price increases on IPO day \[look it up\]. "The irrational exhuberence" on speculative revenue caused the common person to run into the market, driving up prices and margin usage. This caused excessive exposure to the COMMON person. When the market stumbled, margin calls came in, and the market collapsed. Today's market is exposure to the most profitable companies on the planet \[hyperscalers and semiconductor companies\]. These companies have accelerating profit margins (even before mark-to-market profits), accelerating revenue, growing cash flow from operations (before capex), and the highest historical PROVEN average ROIC (AAPL, NVDA, GOOG, META). These are elite compounders. It's also exposure to two of the fastest growing companies of all time, OAI and Anthropic. I will take their foresight over the layperson in here. There is nothing but superficial comparison from 2000 to today: * "Debt high in 2000 so debt bad today." * "Stock price climb fast in 2000, so stock price climb high today bad." Laypeople here stock there, instead of looking at who's backing it, growing profits, growing sales, etc. Stop with the what-ifs.

Level_Potential_8748

I’ve never heard of any of those tickers except O and NVDA

hopingtothrive

NVDA. Bought in 2016. Worst? I don't remember because I wipe them out of my mind.

patricio87

What price did you buy NVDA?

bad_detectiv3

When will you become NVDA bull?

Fancy_Service9710

AMD : 4700% NVDA: 3500% AAPL: 2800% Keep in mind, these are very long term holdings held through thick and thin. All were losers at some point in my portfolio. Remember when INTC was going to crush AMD? Remember when NVDA was just a gaming chip maker? Remember when AAPL couldn’t innovate?

InclinationCompass

Bad call. NVDA has gone up 18.23% over the past 12 momths

DaemonTargaryen2024

On the chance this isn't a bot or troll: >My whole portfolio was AI stocks MU, NBIS, SNDK, LUNR, NVDA, AMD.. Well, stop doing that. Go to r/Bogleheads and do boring index funds: VTI + VXUS or anything comparable. Then just sit back and do nothing for 40 years. Either way though, you must have realistic expectations with investing: the 1.68% drop in the past 5 days is positively nothing. Even your index funds can drop 10-20% out of nowhere, or 20-40% in a true bear market/crash.

SST114

Pre-covid-- TSLA, NVDA, Bitcoin lol All of that worked out great obv but sold NVDA a tad too early even w/great gains. Last few yrs was buying Mag7 at 22 lows, reloading btc at 22 lows and had a big winner with Nebius. Long Q holding also performed quite well. Some of this is good instincts obv but also some of this is just quite lucky. I am a bit more defensive now even tho I still throw bets down on big potential.

zer00eyz

\> My investment thesis is basically: buy, log out, touch grass, and check back in a month. Shit has to go up eventually, right? .... I am full cash right now and getting these: Micron MU, Marvell MRVL, Nvidia NVDA, Intel INTC, SK hynix SKHY, Coreweave CRWV This is a diamond hands level play... Did you mean to post in r/wallstreetbets/

Kongressman

All in on NVDA. Monday is nothing but green dildos. Get in on this action NOW.

Lucky_Platypus341

Yes. I used to be confused by this. Bottom line is the risk of a bank and a brokerage are different. Banks don't have your money in a vault. They loan it out to others to make money. If a bank goes insolvent it usually means the loans weren't repaid or they can't call in enough money to cover withdrawals. That's where the FDIC steps in. A brokerage literally has your holdings in a vault. Or, in modern day, the list of unique identifiers for shares of stocks and funds associated with them. The brokerage doesn't make money by loaning them out. They make money by fees and the spread between buy and sell. If you own 100 shares of NVDA, those 100 shares are yours, not the brokerage. The brokerage just maintains the database (which is well backed up, etc for all brokerages). IF a brokerage goes out of business (think Lehman Brothers), you don't LOSE your holdings. They're still your holdings. They just get transferred to a different brokerage's database. The SPIC insurance they have just covers they f'ing up their copy of the database, which would still get straightened out eventually. For reference, you don't get most freebies from brokerages until you hit like $5mil, so "big" is relative. SO the risk of having a multimillion dollar brokerage account are much, much less (and different) than the risk of having a huge savings account at a bank. The one place having a separate broker can help is in Fidelity locks your account temporarily for suspicious activity. For that reason you should probably keep a local bank or credit union with a month of expenses (if you use Fidelity to bill pay, for example). I think Fidelity still has physical offices, so it shouldn't take long to get things unlocked.

Bagholder4lifez

I'm surprised to see the best stuff hold their day lows like TSM, NVDA even if QQQ as no bottom

Happy-Champion1661

We peaked at october and started a dump/correction in November. We got saved by NVDA and MU earnings. December we had a drop early in the month and red days over Christmas. Overall we didn't finish higher than October (on QQQ) and we took several months to beat that ATH.

znightmaree

NVDA losing a major support level. This is just getting started

PooPooPointBoiz

What the actual fuck. Why the fuck does the market shit for 4 days straight? It's not like there's new fucking news to digest. FUCK GOOGL FUCK NVDA FUCK SNDK. I've lost so much fucking money this week.

rahlic

NVDA, MU, GOOG, SNDK, NBIS - cant go wrong with any of these at current prices

Worried_Quarter469

NVDA flipped to negative, Jensen out of buyback juice time to free fall

Swiftnice

Imagine if NVDA was falling like the other MAG7 lol

Strange-Estate-7932

NVDA gonna make me homeless 🤡

SuccessfulSir9611

There was that meme where NVDA is single handedly holding the whole economy on its shoulders. That’s your answer. If you’re looking at fundamentals for any AI trade, there is none to look for. We all know it’s circular financing. A single tweet from Jensen turned the market upside down for sometime. Look at historically what happens after NVDA and HyperScalers earnings. Without these NeoClouds, AI doesn’t exist. That’s the bitter truth. Yes, they are bad business at their core, but someone has to build the data centres. NVDA and HyperScalers won’t. They would rather keep it outside their balance sheet and keep the circle economy alive. The moment a single CEO says capex is going down, the whole thing, (as in world GDP) falls like a house of cards. We ride it as long as we can. It’s not a long term trade. Compute capacity crunch is real. We still do not have the capex.

ChornWork2

> Like Coreweave could go under and I don’t think it means a ton for Nvidia. Not a ton for Nvidia's NTM eps, sure. But potentially a ton for its valuation multiple. All depends on whether what led to Coreweave going under says about NVDA's outlook... losing an 8% customer is pretty trivial if keep up growth rates like 50%. But my guess is there would be a pretty strong correlation between drivers of Coreweave's business and Nvidia's.

bearhunter429

#I can't wait to buy Microsoft at $100, AMD at $50, Intel at $15, NVDA at $35, META at $250, Google at $100 next year LMAO🤌

Shad0wK1lla

Uhhhh NVDA… hello? You wanna dump with your friends or just keep theta fucking me

Shad0wK1lla

NVDA can you dump please and thanks

Klutzy-Sea-4857

Best trade: NVDA bought in early 2023, up over 400%. Worst trade: held INTC for far too long, expecting a turnaround that never came. Lesson learned: do not hold on to losers hoping they will become winners.

shiny0metal0ass

Ope. CRWV and NVDA drop at the same time. That's not good...

cosmic_backlash

Google and Nvidia have a correlation of .29, which is low. https://portfolioslab.com/tools/stock-comparison/NVDA/GOOG This is why I said go verify your beliefs. I'm not going to sit here and correct you every time you make wrong statements.

Groovyhip_69

Except that chip worth $1 on their balance sheet is at inventory cost and not retail price - which is much higher. So NVDA sells the chip for $2, say, and records it as $2 in revenue, $1 in cost of goods sold, netting to $1 profit on the bottom line.

verified-trader

**BanBet Lost** — /u/piratedays1 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $216.47 → $235.00 | +8.6% | 1d | Lost |

StinkyPinkk

NDX and NVDA moving. I already mentioned PDYN earlier. Should move in relation imo.

prana_fish

Jensen saying "fuck you" to the market and buying back his own $NVDA stock right now.

ethereumkid

NVDA puts here.

SilentExtinction

Can we get 220 today NVDA?

Electrical-Prize5445

Can AVGO please follow NVDA please?

ManonFire1224

🌽 ripping. NVDA ripping. But mm’s said idc - theta

Successful_Car1670

Starting to seem like it since they’ll take NVDA down a lot with them

Negative_Song_6362

CRWV can go bankrupt and the rest of the AI ecosystem can do fine. This is a nothing burger. Its less than 1% the size of NVDA, remember?

Jensen-Hung

NVDA is trying its hardest no to fall off a cliff

IsThereAnythingLeft-

NVDA=fucked

Thisispaartaaa

CRWV is completely sold out for 2027, any excess capacity will be bought by NVDA. This company basically will be sold out of whatever capacity it can get, thanks to backing from NVDA, and your selling. Last time I heard a company being sold out for more than a year, it was MU, and it was 80$ per share at that time. Just saying

DubiousChemistry

Every trade is different. This specific one was a combination of bullish price action, recovery off tariff lows, and a great story around MI-series chips that could take market share off NVDA

powerboner

Remember when NVDA was this exact price a year ago? LMFAOOOOOOOOOOOOOOOO

Straight-Annual8687

NVDA needs it's own stock exchange just for NVDA

DisgrunltedDan

Delist NVDA . It’s throwing the game