NVDA

Clyde3221

I ran a CTRL+F in NVDA 13F and NOK was in there so calls it is. Adding more next week.

kethalmanden12

Not from NVDA. My original investment was only about $700.

Original_Training786

biggest mistake i did. Missed on huge gains by not buying stocks like NVDA, NFLX, META etc.,.

richtopia

Chin up: $1000 of gold bought in 2003 should be worth about $13,600 today. Compared to being responsible with $1000 of SPY you beat the market (SPY would be worth about $11,250 today). Now go pawn that ring and buy some NVDA.

dragonbits

I track the broader market. Was looking at NVDA 220 may puts. Before earnings the may 220s were $5, thought it was too expensive. After, saw the 220s trade at 1.5, thought that seemed more reasonable, but didn't want to make myself crazy (again). It would have worked. Back in the day, I traded virtually everything(bonds, futures, commodities, options, stocks long/short), but got so burned out I hadn't traded for 10 years, so never traded crypto as when I was extremely active crypto didn't exist. Had some epic trades, neg and pos. Once I bot junk bonds, 12K>150K in 4 months. Then again, once I was upside down 50K for a month, and that was 30 years ago when 50K meant something. Reading the penny stock forums, reminds me too much of some of my past. The "options are not an option" brothers are back, they seem to push ads near market tops, wonder if this is the same book they were pushing decades ago.

gamblingPharmaStocks

You are just spitting buzzwords lol. They integrated NVDA because they lacked compute. They put the 90 day termination clause precisely because they still prefer to run TPU only, which is the reason why they made the deal for Microsoft chips: TPU are cheaper and Anthropic will do anything to avoid running on NVDA.

Trick_Key6742

AMD was a widowmaker for years but ngl the last run saved my dumb ass. I was DCAing from 60s down into the 50s getting roasted by “just buy NVDA bro” every day. Still holding, still not selling, Lisa Su is my only conviction play that hasn’t completely blown up yet 😂

Doctor_Raymos

Any global etf is going to be.. global. They will position in a way that reduces exposure to any single company. It will be no different than NVDA or any big mag7, they could drop 5-10% and these ETFs will drop a bit, but absorb it via other sector gains. What's the point in wanting any larger ETF while simultaneously caring about the individual stocks on it? That is not the point of the ETF. If you don't like the exposure, don't use them.

No-Improvement3164

I’ve been trying to make a ban bet for SPY 776 for the 250th anniversary. I wouldn’t be surprised if King NVDA was 250 to join in on the meme market.

Karzov

I actually looked at the Jervon's Paradox. It's certainly a bull argument for more compute demand, but that only lasts for as long as end demand is validated...and as my post says there are demand, supply, and financial risks (liquidity) converging. I guess the broader question would be with even Jevons paradox, would compute demand = capex needs at 12.5% of GDP or higher? And how much does 100 bps drop in capex as % of gdp affect the companies like NVDA etc?

SuperNewk

China is def coaching Iran on how to play the USA. I suspect China makes a pressure play on Taiwan to see if UsA backs down. NVDA will go down 40% overnight if they can’t get their Rubin chips out of Taiwan

hailfire27

In your opinion what will be the next industry where funds will go? If capex winds down and the debt comes knocking, NVDA, Sndk, and mu will drop heavily. Instead of shorting, I plan to just exit these positions when the first signs of weakness shows in 2027. Is space industry a good bet on the next gold rush?

Sad-Cry-8755

I mean the guy literally wrote a book about shorting NVDA and MU in late 2026 but you want someone else to do reading for you lol Basic plan is wait for OpenAI IPO pop, watch their actual numbers for couple quarters, then short the shovel sellers when everyone realizes the AI companies aren't printing money like expected

_Acklex

You’re fucking welcome TLDR: The AI infrastructure boom mirrors past capex bubbles (railroads, dotcom fiber) where the “shovel-makers” like Nvidia profit massively — then crash hardest when the cycle ends. Financing is shifting from cash to debt to IPOs (a sign of liquidity stress), inference efficiency gains are reducing compute demand, and GPU depreciation accounting tricks will reverse. When OpenAI/Anthropic go public and actual ROI becomes visible, institutional money may pull out, killing capex demand. Plan: short NVDA, MU, and similar names after the IPO pop, late 2026–2027.

ImAvoidingABan

NVDA makes GPUs. I spent my first few paychecks on them back. 2014. Then they became part of my DCA plan since they never went down really. Then I got in on GME, moved all my gains to nvidia and retired at 31.

Internal-Science2137

China was already gutted in NVDA's last 10-K from export controls. if Huang is saying theyre fully out now, data center revenue gets even more concentrated in a handful of US hyperscalers.

Internal-Science2137

NVDA just sells chips. Their revenue is hardware delivered, cash collected. The circular trick is the cloud giants and AI labs passing money back and forth — NVDA is upstream of that.

goodbodha

CLX, PFE or similar stocks. Beaten up price but still good companies with strong track record. Or go schd. Perhaps rsp if you think we won't have a recession and the market will eventually broaden out with growth. If the market continues to run the dividends are decent. If the market collapses they both have great dividend histories and will likely pay well through a downturn while the market in general goes down. Tech could continue to run, but history suggests fairly strongly that concentration of the sp500 doesn't last long at these levels. Either the stocks involved collapse back to earth or the rest of the market has to take off in a massive broadening out. Who here thinks conditions are going to support a massive broadening out of the market? Who here thinks the broader market is struggling mightily from a whole host of issues that makes broadening out highly unlikely? The most likely resolution is the AI companies either fall back hard at some point or they trade sideways for a long period of time while the rest of the market slowly expands to shrink the concentration. That could happen soon or in several years or over several years. No idea. But buying those stocks right now is a bet on a different outcome that flies in the face of how concentration gets resolved. That's nothing against the companies themselves, just the stock price and market cap have gotten to absurd levels. NVDA for example is over 5 trillion dollars which is 3x the gdp of Mexico or 1.5x the gdp of France. Think about that for a minute. Are you seriously buying the idea that a single company, any single company should be worth that much relative to the gdp of either of those nations? Just to maintain its market cap that company has to continue to grow at some incredible rate well above the rate of inflation so it's expected to become even bigger relative to the rest of the economy. Idc what company you are that is a fantasy and it will run into trouble long before that price can be justified.

SassyBlaster

What if you bought BTC instead of NVDA?

Suckmesideways204

This is why NVDA is the 🐐 Buy all large dips and just hold forever, you can't go wrong!!

Altair82

If you bought just 5 shares of NVDA in 2019, Epstein didn't kill himself.

Quirky_Row_2080

Update: Deal ongoing NVDA +2.8% Tuesday

FreeTheDimple

If you bought $1,000 of NVDA on Thursday then you would now have $960.

w-tech

Im curious about this view as I am learning about stocks and there are a lot of indicators that this stock could be a good buy. 1. 1.1 billion in sales up over 41% yoy 2. Adjusted EBITDA - 370m up 62% yoy 3. Net income 167 million last quarter (consistently in the green) 4. 35% increase in members yoy 5. Forward PE of 27 6. Debt to Equity is an astounding 0.20 7. Current RSI of around 40 8. Total valuation is 20 billion 9. Price to book sits at around 1.85 vs AMD 12x, NVDA 26x, Snowflake 30x, compared to other banks, Wells Fargo avgs about 1.3, Chase about 2.4 so its not a great number comparitive to banks but for what people are willing to shell out for other tech stocks its a compelling buy. Sofi seems like a pretty low risk, easy play looking long could easily double in 12 months from its current price of ~16 What are the risks here compared to the other stocks your invested in?

circadiggmigration

You make it sound like NVDA stock is some finite resource that can never be replenished. It was one grand. He had plenty of opportunities to buy it back. He didn't because he didn't believe in it. Even if he had held, he would have sold some other time.

_rockthemike

No one really knew though. There’s another NVDA out there right now trading at $20. If you knew, you’d buy as much of it as you could today and wouldn’t sell for anything

No-Cash-4287

Congratulations. My only concern is you are treating a growth stock as bond. So, you are missing out growth returns on stocks. Fundamentally we are in 2nd innings of AI era. Nobody knows how many innings are there. If NVDA crashes to $150, it will be like CSCO crash in dot com time. I don’t think you want that. Nobody wants that to happen.

bzl33

Private stakes account for 58% of $GOOG's net profit, 52% of $AMZN's, and 27% of $NVDA's. these companies are not nearly as profitable as they appear to be and they won't be able to easily unload their stakes of $SPCX and $OAI without disrupting the stock price.

Fhyzikz

Short AMD and long NVDA here. Anything under 220 is decent value for NVDA imo.

Thecreamcheeze

NVDA just reported its worst earnings in years. Def not the time to buy

Necessary_Ad_9800

Tuesday predictions SPY $760 MU $850 NVDA $240 SNDK $1750 MSFT $390

MagicMushroomsMM

Trump is actually helping you guys make money. Just buy NVDA and keep holding it for a month or 2. It can't go wrong. Making money has never been easier. Don't waste it.

MagicMushroomsMM

But speculation does not need facts, just like peace in Hormuz. Even though peace is impossible, there is still a narrative for it. NVDA just like Tesla and Intel are Americans strongest IT and technology stocks. This narrative will continue for as long as possible. Just buy NVDA and hold wait for 2 months. Confirm profit.

MagicMushroomsMM

Just keep buying NVDA and hold.

_motormayhem_

Those both operate in automotive/mfg + energy If you want to compare to tech Tesla still looses to NVDA, Apple, Google. Does beat Amazon I guess.

Intelligent_Heat451

# NVDA GANV Members checking in

demonhunterking

I checked put transactions options and realised bear gonna burn on MU, POET, NVDA and GOOG.

slicer718

NVDA isn’t gonna stroke your cock.

havnoclue

How did you know at that point what NVDA was? I’m sort of new to investing and curious to know how people hear of up and coming companies way before they make it… obviously at that point you have no idea it would blow up like it eventually did

Thousand_Hairs

Who buys NVDA 23 years ago? If you hadn't gotten the engagement ring, you would have sold that nvidia crap and bought AOL stock.

ktempo

I’ve had NVDA since 2016 because I built my PC in 2015 and loved my GTX 970. Bought shares for $42 before any splits. Roughly $1.25 in today’s price if you look at the graph

AsstronaughtToUranus

You can’t just extend to 46 without also extending the future worth of NVDA. It’ll still be more expensive than $400 per fuck at twice a week.

SynapticMelody

24% is still insane concentration for your entire portfolio, especially since SMH itself is 18% NVDA. If you can tolerate the risk long-term, then go for it, but you could at least diversify more across the semiconductor industry by moving some profits into SOXX.

circadiggmigration

You keep shilling that stupid stock but every time I ask you about it, I never get an answer: Why should I buy an apparel company facing declining sales, high debt and bearish analysts when the have a P/E ration lower than NVDA?

007baldy

Damn dude. Nice returns. I bought the stock on the NVDA news and have done well but not that well.

imawolfsux

Oh boy, sounds like a painful learning experience. Still, thanks for sharing. I guess your plan is to keep rolling? What happens if NVDA keeps going and going up?

Successful-Grab6091

okay, this is a bit much. Nvda could absolutely be 10x in the future but in just 2-3 years seems unrealistic, even for the biggest of bulls. That being said, NVDA could more reasonably 2, 3, … 5x in 2-3 years… Looks more than reasonable to at least double in the next couple years, imo.

Jazzlike_Praline_385

Markets closed Monday so I’m gonna it’s still gonna be SPY 743.74 NVDA 214.28

BigPlayCrypto

Greatness bro!!! I am rapidly buying AAPl, NVDA, AVGo as I get paid for small jobs fractions sometimes holla at me in 15 years to see the elation.

ConstantStrike5438

using around $2M of margin for CSP and own 14.5K of NVDA for CC.

Aggressive_Pear_5431

So Wall Street AIs know NVDA knows the future.

Valkyrie_Skuld

Only you have the power to move NVDA

reddituser_05

NVDA - that stock was going nowhere.

Jadeclone1

AMD currently 481.44 NVDA currently 220.59

SuperNewk

Here is why we don’t need to worry, in the dot com we had more than double the companies traded publically. And IPOs hitting twice as much! The issue with public markets are they are shrinking and institutions and the public are desperate for fresh meat so to speak. These companies coming online are the apex predators of their class. We need that, we need more public companies. Everything can’t be private anymore. Otherwise the public markets will start to seize up. This takes the pressure off NVDA ER in the future if they start slowing

Disastrous-Two16

And you never bought NVDA again? No way you would have held on to those shares for all this time anyway.

_rockthemike

If I had to choose one stock that would benefit burning the smallest possible way, I would say NVDA lol

Mean_Elevator_7391

NVDA💰💰💰💰

TipEmpty8429

Guess NVDA price EOW

GSPointerDad

Sold 117 shares of Dell in 1991 to buy her a wedding gift animated cel in The Little Mermaid auction. Held NVDA many times, always as a graphics card maker trading in the teens (vs ATI…no idea how they ended up).

Deadsea3132

Why is everyone spamming NVDA? It's the fucking weekend

jonneh

LFGOO 🤑 > NVDA is doubling down on a $200B CPU TAM by 2030. > > The NVIDIA Vera CPU features up to 1.5 TB of LPDDR5X memory per socket. This massive memory subsystem utilizes Small Outline Compression Attached Memory Modules (SOCAMM) to deliver up to 1.2 TB/s of bandwidth.

Positive_Bill_3714

I sold my NVDA, AMD, TSLA stock very early. They all account to 2 mil in today's money. I could have retired with that money adding to my existing 1.5 mil. It hurts a lot. My friend asked me recently have you ever lost anything, I explained my story and he laughed his ass off

Mean_Elevator_7391

NVDA 🔥🔥🔥🔥

TipEmpty8429

Feels like NVDA is not in a up phase right now

tocinoman

NVDA 230 EOW is a real possibility

Sleepergiant2586

They have increased their guidance from 60B to 120B. I am guessing they have good commitments. That was the reason fpr stock spike. I hold both NVDA and AMD and feel NVDA is overvalued for sure. Also GPU demand is flatlining now. We are in Phase 2 of AI (Agentic AI). No more this 'Chat AI' (GPT/Gemini thing). Agentic needs more CPUs. Phase 1 AI : 1 CPU per 8 GPU was the ratio Pahse 2 Agentic AI : 4 CPU per 8 GPU and Intel, AMD, IBM, Cisco and many other claim the ratio could become 1:1 So technically more CPUs are needed for Agentic. nVidia ia unable to debunk this, instead they are now entering CPU race (Vera/Rubin) which practically confirms what others are saying is right. Its nVidia who needs to show now Rev from CPUs.

Artistic_Chicken_557

Sold NVDA covered calls 11 minutes before the closing bell Friday Cool...cool. Goodbye.

iamatoad_ama

Thoughts on going all in on NVDA at current price? 8% off ATH feels tempting.

Independent_Name_601

NVDA investigation update coming in June following Tech earnings.

Quirky_Row_2080

BREAKING NEWS: Pakistani General says NVDA absolutely ripping next week

chungdude

Not putting salt to your wound, and true love is priceless, but tiny bit painful? For the pain to be tiny, 2 conditions have to be met: 1. She would not have said yes if you had not bought her a $1000 ring; 2. NVDA was your only choice to sell to have that $1000.

Sasuke082594

Some dude lost 600k on 1st NVDA calls, shit happens move on

No_Presentation1242

I wouldn’t call NVDA picks and shovels- they are the underlying hardware fueling this boom. Anthropic is expected to be profitable this quarter. Tesla didn’t become profitable for 17 years- we are only a few years in. This year the AI usage, output and impact really started picking up in Q1 and it’s become completely integrated in every tech company. Results are starting to show.

rydan

I nearly sold my NVDA stock at $22 around 2010 or 2011 but I forgot my password and got locked out of my account.

Alicyclobacillus

Gold rush Companies selling picks and shovels (NVDA, GEV, etc.) enjoy a boom in profits. How long their success lasts depends on the gold diggers (AI producers) Companies producing AI are not profitable because of their AI segments. Some (META, GOOG) are profitable from other segments of their business, and AI is boosting revenue but still not at a level to justify the CapEx. Others like OpenAI effectively run at a loss. If AI producers fail to realize sufficient earnings, there's hundreds of "picks and shovels " companies that will tank.

bdh2067

I’m long Dell. But after Friday’s jump, I’m avoiding ER. If anything, I’ll play it for an inside expected range drop (ala NVDA)

AlternativeKarma204

Take it from someone extremely seasoned in this arena. It is difficult to sell winners. It is also difficult (maybe more so) to sell losers. You need to put a system in place. Some have mentioned selling a little bit on the way up, and this is actually a good idea. I'm not talking about selling half (except maybe with options, due to the heavy leverage). In options, I've been up over 400k and two weeks later only made 80k. It can be brutal. So never get greedy with options. You can't lose taking profits. But speaking of Micron, I learned something valuable early in my career. I bought a stock at 80¢ ...sold it at $1.80 thought I was a genius. 😂 Then it kept going up, but on higher volume (institutions started stepping in). I held my breath and tripled down on my original position (at the time I bought I had zero left). It proceeding to go to $30 over the next year. I sold chunks in the $20s. The lesson: You can't know for sure what will happen. But if you see increasing institutional buying on volume, and when it goes down volume is lighter, this is likely them trying to wash out weak hands. The % drop doesn't matter. The volume and direction do. As for Micron, I sold some at $460. Bad mistake. I did more research, and rebought and bought more. Micron is going to $1,500-$2,000. These numbers weren't randomly picked by me. And the NVDA earnings call strongly strengthened this narrative. But I heavily digressed. To answer your original question, It is best to trim as it rises, especially if the rise is a spike. When it spikes it often will correct somewhat at least. If you still like it and it's momo and see good volume increases as it rises, you can buy more. But you always have to be careful of geopolitical bs or some.crqzy virus or terrorism screwing up everything. Good luck.

Jadeclone1

The NVDA weekend move is already at 220

Sleepergiant2586

##Probably not a good time to short AMD, Market didn't seem to like NVDA story, They were questioned on CPUs, nVidia threw some $200B number and next day in some interview they got cornered and accepted it was cumulative of China (where China just refused to buy any chips), Also China trip turned out ro be waste. I can see why nVidia went down and Intel/AMD went up. I mean cmon if I were a hyperscaler 'Would I buy CPUs (Vera/Rubin) or from established brands (Intel/AMD)'.. Not saying nVidia wont dominted CPUs one day but not in their 1st year or 1st model itself. Also nVidia venturing into CPU itselfs saying they are accepting the wind is shifting from GPU to CPU. # The only way nVidia can rise now is they got to announce big mullti billion CPU deals with hyper scalers (like how they did with GPUs for all FANG ones). Otherwise Market wonr trust nVidia.

Comfortable_Flow5156

If this price is at the rock bottom, I still buying while the price is going upstairs so Theta decay is just the cost of doing business. NEar the top, Im selling piece meal to hedge that theta. I traded NVDA via NVDL in 2023 and 2024 at full throttle and did well

Mean_Elevator_7391

NVDA ripping 10% on Tuesday!!!

Lesssco_Brandon

Sold my APPL in ‘21 and put it all into NVDA, never been happier

Sweaty_Invite6754

Typical NVDA. More like, when hasn’t this happened? Don’t be afraid and panic. Hold.

vapingpigeon94

Already knees deep on NVDA CC. I keep rolling it till either NVDA comes down or eventually I’ll need the money and I let them get called away. Currently most of money sits on SPAXX Fidelity money market and am making around 3% year. I also try to sell CSPs to kind of double dip on SPAXX with CSPs premiums. The downside is I could end up owing the stock but I’m picking stocks I like. If I could get that 5% yearly without doing all this extra work it’d be great.

Paul_Robert_

It is the law of the universe, that because that 600k NVDA guy's calls expired worthless on Friday, NVDA will pump on Tuesday. Sorry bers, I don't make the rules

Icommandyou

🚨Iran deal will include $800bn worth of CHIPS from NVDA

random_agency

PLTR for winner. I'm not so sure a blockade would have the effect you are thinking about TSMC has chip fabs both in US and China. TSMC Taiwanese engineers work in both China and US. I see TSMC could easily bifurcate for China market and US market. NVDA and AMD are both US companies being led by Americans of Taiwanese background. So I don't see how a blocakde would effect them.

Background-Nothing71

NVDA $230 next week would be tight.

Crazy_Donkies

OMG, I'm not debating someone like you that can't stay on subject. This is call deflection and it's a sign someone is desperate and lost the main thesis. You sound desperate to find anything to argue about. My last comment: Inventory days has historically been 92 to 115. Yes it's an increase. This being said, it's a new product launch requiring prepurchases of memory, fiber, networking fabric, packaging, and more. Meanwhile, memory is a SIGNIFICANT COST for AI, and memory is up 3x to 6x depending on what you're reading. With high demand comes higher costs, which means DIO will climb. I don't even own 1 dang share of NVDA. Short the stock. I don't care. I'm just calling you out on "inventory."

luciusbentley7

The trick is, usually MU is up a week after earnings. Forget NVDA

Avocadonot

Friendly reminder that NVDA could open at 250 on tuesday if the war is truly over

stockerowl

Worth separating two different bets here: NVDA/MU/ARM are infrastructure plays with quantum as a free call option on top of already-defensible fundamentals. Pure quantum names are timeline bets — you're not analyzing a business, you're pricing a sequence of technical and commercial milestones that are hard to underwrite. Government money extends the runway, but it doesn't change the gap between current qubits and commercially viable error-corrected systems. That gap is still measured in years, not quarters. The market is pricing the former as if it's solving the latter.

Shoty6966-_-

Friendly reminder that the kids on the NVDA sub genuinely thought 250-300 was locked in post earnings

Yonderbeyonder

NVDA -5% somehow that day

GrumblingPugs

Be honest, you probably would've sold when NVDA hit 30 (double your money).

Shredded__

I bought NVDA at $19

ictp42

Because Huawei can print chips as small as TSMC can and that means they consume significantly more power (about 400% more) to do the same task. Will they catch up? Maybe, but until they do it does make them uncompetitive. I mean running AI mostly loses money still even with NVDA chips, it costs more with Huawei chips (though not quite 400%, because Huawei chips are cheaper to produce so the upfront cost is lower). China does subsidize companies using local chips so cost is not as big of an issue, but electric power is not just a matter of money , it is a limited resource; especially now with the strait of Hormuz blocked. So I would not be thing,surprised if they did buy at least some H200s just to ease the impact on the electric grid. Though I think they won't kill the subsidies either. They can have their cake and eat it too so to speak. They will continue to buy their own chips so they can be tested and developed further while also buying NVDA to reduce demand on their power grid in strategic locations.

SuperNewk

USA did it! Opened the straight!! NVDA chips can now flow through!

FigIndividual8074

Cheap IV into NVDA earnings is rare enough to make me interested too.