NVDA

Janubeary

She's a 10 but she thinks NVDA is going to 300 this year

Regenbooggeit

Just look at NVDA, AAPL & AMZN. So bearish! /s

Common_Blackberry_12

i’m same – i just sold my last NVDA, GOOGL and MSFT because the GPU price curve looks like a steep dropcone that never opened up again. even if hyperscalers scream a 30% ROIC, the reality is the $0.6‑$0.9 trillion gap they need is unlikely to close without a true “trillion dollar AI” boom that the market hasn’t shown. what I see is that GPU inflation stems more from the supply side bubble and the hype cycle than from a sustainable business model, so it feels safer to exit before the next round of AI‑spending mania turns into a bust.

Toohotz

What was your conviction to short them? I’ll probably sound biased since I have more than 500k in shares from 2017 onward but it’s not like the AI bubble has popped yet and NVDA has been slowly trending towards $240

dabungaboi-412

If you think you're getting this money then I've got a NVDA put with your name on it

alive_well007

same around 2022 lost 170K, I have recovered 100K back with investments in SPY/NVDA since then, still 70K more to go to break eve lol 😞

Detonante27

You missed $NVDA but $TE seems to be next

wrongsyourgrammar

Yeeeep. 250ish on a biopharma, 200k on NVDA shorting, 75k on oracle, about 150k on Spy.

roke34442

Glad I own data center contractor (EME) and AI companies MRVL, NVDA and SPCX for kicks.

Crazy_Speaker_5183

nice timing, the market waited. now that you’re out of the NVDA ladder, consider splitting the win—maybe a chunk back into a diversified portfolio or a passive index. daughter might still be brewing more. congrats!

verified-trader

**BanBet Lost** — /u/RacingGreen94 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $234.93 → $240.00 | +2.2% | 1d | Lost |

cyphr0n

Buying APP because earnings are good. FUD and shorting will cease once the earnings announcement is out. I made out like a bandit every time when stock fall despite good earnings. Last year was NVDA and GOOGL. This year is APP.

Pengo2001

What makes you think that NVDA or MU or SNDK are over inflated?

Iunatic

People have been calling for a bubble burst since NVDA went up 30% a day back in early 2023. These same people will be complaining in 2030 too when SPY hits 1500

notseelen

I bought NVDA at the very top of its big runup in 2024. it was at $115 two and a half years later, I'm up 100%, so I'm very happy.  it could have easily gone the other way, so I'm not saying it was right or wrong I was suffering from FOMO and I told myself if I bought a paycheck of Nvidia, I would buy nothing but indexes for the next few years (and I did) I've been an Nvidia fan of since the 8800GTS and I knew their products, platforms, and positioning were absolutely unbeatable.  Had I started investing ten years ago, I still would have bought a position. With everything going on, it amplified the FOMO and I just went for it. Still the only individual I've ever bought 

Blade3colorado

One thing that I mentioned and it’s significant, is that they will draw in “. . . income-focused and defensive institutional funds that traditionally avoid high-growth tech plays.” It’s a well-known fact that many funds avoid tech stocks because their bylaws prevent them from investing in these sorts of equities. However, NVDA has begun to take the necessary steps, e.g., increasing the dividend, where they are meeting these funds requisite requirements for investing in NVDA.

Katarn2000x

Fundamentals certainly play a role in the valuation of any stock, but the market is forward-looking and price can be dislocated from the intrinsic value for long periods of time due to narrative, macroeconomic factors, or industry outlook. NVDA trades at a forward P/E around 15 and has grown EPS \~95% annualized over the past 5 years. By any fundamental measure this stock is undervalued. The stock trades in this range because of risks to the durability of its revenues that are probably impossible to quantify.

CorrosiveMynock

That's the funny thing, this guy should have been talking about AMD and maybe his post would sound ridiculous. AMD is expensive now compared to NVDA.

Delicious_Put_5857

short NVDA/long trucking business is a good trade

Basement_Lover

The only thing I understood from this is buy NVDA calls

Swimming-Dingo-9695

For perspective, MCD's market cap is only 3% of NVDA's

Valkorion335786

NVDA worth more than several small nations

JohnHoney420

Up a lot more on every single other pick I have. Hell up 35k today on just NVDA, AAPL and DELL Could have done a lot more with that money. I went against everything I ever do with buying these Hertz shares. I’m lucky I even have a profit on HTZ

InternetSlave

Happy about it! NVDA hit theirs today as well

IntrepidToday0

I closed out my calls. But have 7 figures in shares. QQQ just hit ATH today, as well as NVDA. Other high flying stocks also hit ATHs this week. Many stocks just broke their down trendlines to the upside. I like my odds of going higher

Rosella2562

I think I’ll take you up on that burger 🥹 All the price action happened in the first hour so I didn’t enter TSLA or NVDA expecting a rug pull, but anyway, hope Monday is better 🙏🏻 How was your week?

Dr_Mar23

NVDA is buying back $150 Billion of their own stock screams “do not sell”. And Google and MSFT are money making machines.

Katarn2000x

NVDA is very cheap because the bottom could fall out if there is a downturn in the datacenter buildout or a company like ORCL starts defaulting on their debt. This doesn't seem like a likely scenario in the next few years, but if it happens the pullback would be significant. That said, the datacenter buildout has big momentum and NVDA has purchase agreements that saturate supply for years. I don't think that fundamentals from NVDA are going to drive the stock higher because they have crushed expectations quarter after quarter. The market needs some confirmation of broad-based adoption of AI in the economy that drive down the risk of companies bailing on their capex plans. If we get that, e.g. Muse or Dots getting mainstream adoption, then I think NVDA could start to rally again.

Bagholder147

I got NOK $11s for January. If NVDA, MSFT and Google believe in them so do I. 6g here we come and defense satellites.

Katarn2000x

There is some element of luck to this, but my best performing investments have been picks like these. It's very difficult to generate outsized returns on companies that are easily quantified and low risk. Being early to the party in NVDA, TSLA, or AMZN would have been incredibly difficult if you are investing based on valuation alone. The best performing companies grow into their valuation by sustaining revenue and earnings growth at rates higher and longer than sellers are expecting. Overweighting valuation is a great way to buy into value traps or falling knives.

Fantastic_Smoke9501

Amazon looks scary but it’s the most solid from this list outside $NVDA. Meta is a joke and should not be a Mag7 if we are being serious

anonymous_ghost-1

I think NVDA holders deserve every up turn they get, the sector would not be where it is now without it. And I don't even own NVDA.

financiallythriving

So many OI calls on NVDA They are making a killing

altonbrownie

https://preview.redd.it/m3xyhmbnj3th1.jpeg?width=1320&format=pjpg&auto=webp&s=a5d57cbde4d73fce587091117c7bde8b66d385c2 This account is 10 years old. Don’t give up! But also… someone on YouTube told me NVDA was probably overpriced in 2016 so I sold for a small loss. Maybe we should both give up.

pacificperspectives

Another slice of that equation is that even if there is NOT lower demand, that means stable or increased demand. In turn, that's going to mean competition. Yes, it will take awhile but it will happen if the juice is truly worth the squeeze. If companies actually make gobs of money from data centers / AI and can't get memory for them because Micron is booked for 3-5 years, they will start to design their own or competitors will emerge. We have already seen this with custom chips and AI chips from Apple and others. Some would say "but NVDA and AMD still cranked", yes there are caveats to any argument but also both had substantial stagnant periods and NVDA is doing BUYBACKS because there just is not much room to run when your company's value has a $T in front (which is now true of MU). tldr, the theory of this being a moonshot if you hold for 5-10yrs faces plenty of headwinds too.

ImJoeontheradio

I wouldn’t be surprised to see NVDA dump just before 4pm. Lots of oi on calls in the money.

smartello

20 points is 60%, go buy NVDA and wait for 60% growth

dugs-special-mission

You’re repeating existing talking points and not adding anything new. The stock buy back is really a non plus. It offsets the new shares being issued by their employee incentive programs. The rest is more of the same. Again it’s good to be optimistic about them, but to say they’re pulling an Apple is meaningless. Macro factors are impacting the stock price more than anything else at this point. Tons of people are bullish on NVDA for the reasons you’ve stated but you’re not bringing anything new to the discussion hence low effort.

Low_Plastic363

What are we bitching about? SPY is up. GOOG is up. AAPL is up. CRWD is up. NVDA is up. TSLA is up. AMZN is up.

DeadLightsOut

Banish NVDA back to 230 to test that 5 day!

DeadLightsOut

My nipples are hard!!! Keep dumping NVDA you shitbag Ponzi!

Blade3colorado

So, what's your take? I call bullshit on what you say is "low effort" and "not much substance." Nvidia has dramatically underperformed the broader semiconductor sector despite its dominant position in the industry. The stock is trading at its cheapest valuation in at least a decade. Nvidia's business is still growing at an extraordinary rate. Nvidia shares are up this year, but they have badly lagged the rest of the semiconductor sector. I see this as an opportunity for folks that are not already invested in the stock. Specifics? Here ya go (and make sure you rebut each and every point) . . . 1. Nvidia's revenue jumped 106% from a year earlier in its latest quarter, and management expects roughly 70% revenue growth in fiscal 2028; 2. Nvidia has also said demand is exceeding supply through 2028; 3. Nvidia shares are near their 52-week high, but the valuation chart tells a different story - at about 16.7 times forward earnings, the stock is trading at its cheapest multiple in at least a decade; 4. As I alluded to above, NVDA also increased its share repurchase authorization by a record $150 billion this week, bringing the remaining total to $235 billion through fiscal 2028; and, 5. That's roughly 4% of Nvidia's market value, similar in scale to Apple's then-record $110 billion buyback authorization in 2024. In conclusion, the stock's performance looks especially disconnected from the strength of the underlying business. Nvidia remains the dominant player in server GPUs, with roughly 97% market share. Please tell me that I am wrong . . . and explain yourself thoroughly with more than 1 sentence.

SpecialGrapefruit208

I am reducing MU and SNDK and buying more NVDA, AVGO and ORCL.

SpecialGrapefruit208

Uff, NVDA is a strong buy and Google, although may suffer a correction is a buy. Msft is not cheap.

ethereumkid

Dang lmao. NVDA still drilling.

ethereumkid

NVDA puts here.

gioadamski

Sorry my bad, i overcomplicated it. Do you remember what was price of NVDA when you bought leaps?

amagithecruiser

Anyone else shorting NVDA at 237?

WhoDoYouKnowHereB

NVDA 232.5 puts are quite cheap

aqjingson

No no no no.. NONONONO NVDA DONT DO THAT.. I thought we were having nice tendeeeezzzz

Embarrassed-Bank2835

I like the buyback as a signal of confidence, but I wouldn’t use it as the main argument for $300 by year-end. Authorization doesn’t mean all of those shares get bought immediately, and at NVDA’s size even a huge dollar amount has to be viewed relative to the market cap. Apple’s buybacks worked so well partly because they were sustained for years alongside enormous free cash flow and a steadily shrinking share count. NVDA could absolutely follow a similar playbook, but the stock is still going to be driven much more by AI spending, earnings growth, margins, and whether that growth justifies the valuation. The dividend increase is nice too, but I’m not sure it suddenly brings in a meaningful wave of income investors. The yield is still secondary to the growth story. For me the buyback strengthens the long-term thesis. I just wouldn’t turn that into a specific $300 target over the next three months.

throwing_throwaway_0

NVDA 237.5 calls only $10? sure ill take a few

Lineartronic

No, needs to automatically adjust for the times when NVDA isn’t #1 and switch to APPL, etc.

suifuto-senpai

lmao NVDA

eskimoboob

You can! There’s NVDU which is 2x NVDA!

Deadsea3132

Someone pls create NVDA S&P1 1x ETF

wrongsyourgrammar

It already exists. Goes by the ticket $NVDA

Hwangoutpltr

If NVDA shits, you must remit

Valkorion335786

I learned my lesson years ago trying to scalp NVDA poots

True_Brief7876

What about scalping on. NVDA puts??

True_Brief7876

NVDA puts or MU calls???

d33p7r0ubl3

Yes just need to announce circular financing with NVDA

Hwangoutpltr

Selling NVDA on Friday is as American as Ron DeSantis

True_Brief7876

Tbh I would buy puts on NVDA instead

Semi-CharmedKindaGuy

Anyone in here think our holdings don’t really matter long term because AI is either gonna push us to the singularity in a few years and/or destroy the world? Or do you think having a piece of the pie in NVDA/MU/Anthropic or whoever - is gonna be important before reaching that point. Or is AI gonna hit a ceiling on its development and everything pretty much stays status quo with some winners and losers because nothing ever happens.

Hwangoutpltr

Anybody here enjoy sweet and salty nuts? SHORT NVDA TILL 3:00

davidbigham

NVDA 70% revenue growth next year and $150B share buyback . Jensen can sign on my balls now.

True_Brief7876

MU calls or NVDA puts, for a little scalping?

True_Brief7876

What about NVDA puts???

LarsTarkas

NVDA going to blue ball everyone here

tldamico

Somebody here said NVDA 240, and it didn't happen... just sayin'

jerome-yellen

$NVDA hits new all-time high, surpassing a $5.72 trillion market cap.

cactideas

I wonder if Michael burry is playing the drums really angrily over NVDA right now. I know I want to for thinking he was probably onto something

Rosella2562

Wow the one day I miss the first 20 mins of open and my NVDA & TSLA 0DTE call limit buys didn’t fill 😭🙃

Rare_Steak_

I told myself I don't need the money right now, unrealized losses don't count unless you sell, stocks never go up in a straight line and time in the market beats timing the market. But most importantly I checked whether the fundamentals in my major holdings (ASML, GOOGL, NBIS, NVDA) were still valid and they are as good as ever. Today I am already back up to ATH again and in a year probably a lot more. So I relax

NurUrl

NVDA is a Rock... even with the BS of this Market

LetsGoBucs09

NVDA is going to absolutely pop today

xeuropa

NVDA top pick for 2027🕺💃🕺💃

bigfan49

NVDA remains him

LumpyShock9656

NVDA breakout?

DetroitSportsKillMe

Shoutout to me for NVDA 240 calls for .03 yesterday

LumpyShock9656

NVDA!!! Let's gooo

LetsGoBucs09

NVDA is actually doing something!!!!!!!!!!!

Yolopoloanimelover

So NVDA guys

Outside-Glove-5625

NVDA 🚀🚀🚀🚀

LetsGoBucs09

Buls sitting on cash...NVDA! That's the push

LetsGoBucs09

NVDA has to push if there is hope that it is a true 2-3% SPY day

True_Brief7876

Only on NVDA

LetsGoBucs09

NVDA is the one to pay attention to at open...will largely dictate everything else and whether it is a boom day or not.

maschin1982

NVDA ATH or back to 230$ in pre-market

LetsGoBucs09

Tellin ya....if NVDA pops to $240 for some reason...things are going to be jet fuel boosted

LetsGoBucs09

You want to see an actual market reaction and a true pump? NVDA run to $240

DEElightful92

Or NVDA

Informal_Bench_7219

NVDA new ATH???

Fhyzikz

This is an excellent spot to short NVDA

Aggravating-Good4879

whos chasing NVDA at open

verified-trader

**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $240.00 (above) | $234.93 | +2.2% | 23h 60m |

TheFoolishNeuron

NVDA wow suddenly????

emanresu711

NVDA 238 eod

buylowselllower420

!banbet NVDA 240 7d