NVDA

jaz1111

Sorry bro but NVDA is cooked. Heading to $100 no matter how much earnings they report. Their numbers are BS.

WendyDumpsterFire

So inverse NVDA earnings because everyone bullish got it

check_your_bias7

This tracks, I just made my first large NVDA purchase.

Western_Coffee_5445

Monday most of NVDA millionaires are going to resign en mass....

Odd-Future1037

> EQUITY Legit question. What happens if these companies NVDA has equity in, go bust? Does nvda recoup any of the investment in some way? Do they hold a lien on the chips?

Alone-Supermarket-98

Anthropic primarily runs on NVDA processors along with AMD and a few others

g_bleezy

Wait until ai eats this too. If you believe Anthropic pre ipo hype and what they’ve been up to with AMD, they seem to be bending the cost to switch chip design pretty radically. Chip design goes commodity if you follow that slope. Nvidia hasn’t had completion since gamers. Think they ready to fight or do they got that atrophy without a head? No wonder NVDA is going crazy to bring the ceo of sex back! Asml is gonna be wild because we hit atoms head on. Onward!

Rickyrojay

This is so beyond stupid. Openai, Google, and Meta all have open weight models. Not selling to those companies would have far more negative impacts on NVDA shares than pretty much any strategic other decision they could make. Nvidia also has their own open weight model, but that’s beside the point

Three_of_a_kind3515

Holding 3 162.50 NVDA calls 11/20 through earnings. How bad can it really be?

Jolly_Cold_2845

People here talking about NVDA demise, but at the end if the day no one knows. What we for sure know NVDA products are still selling and the company is still making billions. Everything else is noise or short term scare.

Redoron

I wouldn't be surprised if Musk buys NVDA.

UnfeturdCrapitalism

NVDA/AI might end up going down as the most pure uncut Unfetturd Crapitalism in modern history…once we get past all the affair talk and dig into the fraud and artificial scarcity part of the 2026 Jensen Huang 2nd week of November news dropathon

yayahi

MARA sold btc bottom to build AI datacenter just as BTC will bottom, NVDA will crash, and AI buildouts will die out while BTC pumps past 100k good job for the idiots over at MARA inverse those tards and profit immensely

pharmecist

Sorry but his performance for the company means he should be treated differently. Jensen wasn’t just some random manager- he made NVDA what it is today. I’m sure most shareholders would want him back including myself.

deadcowww

The boys unloaded GME in 2021 and went all in on NVDA to save the next dying company 🥲

FluffyB12

Your only hope is that the groundswell of support from the NVDA employees lead to an announcement that Jensen is coming back. That’s insanely unlikely IMHO, but this is 2026 and stranger things have happened!

SsoundLeague

Where's NVDA grandma?

Acrobatic_Feel

They won't do shit to him or NVDA. This admin has absolutely no spine when it comes to billionaires and corporations.

chird_

Why do I keep seeing that retail is buying NVDA heavy? Does anyone else feel this whole situation feels off, and w/o Jensen at the helm it shouldn’t be held for the time being?

Available_Road_2538

Yo retard I dont even hold NVDA I seing trade and im up 16% on CEO affair news

joe-re

And that's what I am saying: From the viewpoint if early 2000's, it's incredibly hard whether yahoo or google woukd make it. Nokia ruled the world until the iphone came along. You look thru the backward lense of survivorship bias. Maybe NVDA will do well. But the risk on the startup investment in the balance sheet is real -- it's not all-encompassing, but not nothing. Markets react to that something.

ComprehensiveFly593

In no world should directors from Pepsi, Taco Bell and Eli Lilly have any say on a tech wunderkind that led the world's most valuable company through several transformations. I don't even own any NVDA and find this whole thing preposterous. All they've done is embarrass Jensen's wife (the real victim) and naming and shaming the employees. This was handled terribly.

Front_Okra_4025

Sell some of those contracts on Monday then buy some shares of NVDL or SOXL. After that, keep selling cover calls on them. Consider PMCC if the semiconductor sector shows any sign of recovery. Keep a few contracts just for the miracle earning report or breaking good news. NVDA most likely will back to above $200, but not likely by next Friday. By selling cover calls or PMCC, you should make your money back slowly.

Alone-Supermarket-98

Be careful...Chrisophe Fouquet is the front runner to take over for Jensen at NVDA.

Weekly_One8412

NVDA has its own problems rn :kek:

Murky-Gate7795

Such a good comment. the FUD likes to ignore that equity is involved which makes it sounds like NVDA gives cash just to receive the same cash back in return for chips...which would literally be identical to giving their chips away for free. But they aren't giving them away, they're basically selling their chips for stock equity in startups. This seems like a good thing - helping new smaller businesses without vast hoards of cash to have a chance at making it to profitability. Am I understanding it correctly?

tomado09

Wow.  Bloomberg pushing hard. Must be short NVDA

retrorays

ugh buddy... why do you have to AI post?? seriously that's gross. Anyways, what do you mean NVDA calls? you're selling since you expect a crash or you're buying?

ThoughtFox1

NVDA beats earnings. Stock goes up 10%.

_Retrograde_

I have NVDA calls and qqq puts, shall see what happens

TickTockTaudit

Last several weeks they flushed tech. Now buttcorn. Trump wants to end this stupid war. Multiple rate hikes priced in. Semis way oversold. NVDA overreaction over Wang’s Noodle. This is all incredibly bullish to run the Qs back to ATHs by EOY. Don’t believe me? Buy lots and lots of puts and SOXS and SQQQ. Do it.

joe-re

"AI isn't going anywhere" - "the internet isn't going anywhere" Both sentences are true. The second didn't save Cisco. There is a sizeable investment in startups and neoclouds ok NVDA's balance sheet. Depending on how you count, between $50b-$250b. It's not all vaporware, but this is a real risk, and the market is pricing that risk. Have you looked at the bond premiums of coreweave recently? It's an indication how safe smart money considers those folks.

gh0st-33

NVDA is so cooked

trudniyplov

keep that dirty man outside of the NVDA's building

MarthaJulietta

Looks like it with the piece on NVDA circular financing and the acting CEO's aversion to it and the idea that Jensen did it because of a 'tsunami of unsold chips' that prompted him to invest in the neoclouds

Jolly_Cold_2845

AMD calls NVDA puts on earning?

chancethepug

NVDA gets to $180 max next week. Could drop to $147 https://www.tradingview.com/chart/K4NuTtu7/

PaleCommission150

I think people are worried NVDA won't be as innovative without him. At this point I am not sure how much more Jensen can contribute to AI compute and inference hardware. Unless he is from the future and has amazing inventions up his sleeve just waiting to amaze us. He was instrumental in getting NVDA to where it is and he is the largest cheerleader and table pounding preacher of the faith out there.

Boston-Bets

Dear God. WHY would you buy on this last Thursday, expiring next Friday for $200 Strike? What made you think NVDA, with Jensen's pecker problems, was going to go UP 15% in a week? You're cooked. Next time, buy LEAPS.

Oblivious-Speculator

All in on NVDA calls 🤙

socrates4eva

NVDA range bound between 150 and 200 for the next 12 months. I’ll take my chances somewhere else

Lymandecker

He was toppled for fucking a confirmed Chinese spy in addition to sleeping with other NVDA employees. Maybe a Chinese hawk blew the whistle after all these other parties blew his whistle but he made his own bed

ssaxamaphone

"NVDA lacks liability insurance protecting the company itself against shareholder lawsuits leaving the chipmaker exposed to potentially massive legal costs following Jensen Huang’s ouster, per FT." BRUH. Put a fukn fork in 'em its fukn JOEVER. NVDA to $20

ianlulz

Good luck!! I’ve got 11/18 NVDA puts. Let’s meet back up on 11/18 and congratulate whoever wins :)

GPUssydestroyer

WSJ saying 20% of NVDA chip sales are China. Thats gonna leave a dent when we close that

WailingWarbler

the next ceo of NVDA will be chosen by the CCP :ahyes:

joe-re

Is NVDA more like Apple or more like 2000 Cisco? They have great gaming gpus, but that's chump change for a $4t company. Their cash cow is data center gpus. A decent amount comes from paying hyperscalers. But sone part of it comes from financing bs AI startups and neoclouds in the same way Cisco financed internet telco startups. I bought Cisco at the top, lost almost all, didn't learn. Holding NVDA at 170 right now.

Pndrizzy

This admin probably shorted NVDA, leaked the story, and then will instill him back.

Hopeful_Kiwi1138

$NVDA I've set my stop loss to 2 standard deviations. We're riding this wave

Total_Mirror_9266

Has anyone considered that this was planned. NVDA takes this dip as a way to buy back it's stock, and the hearing finds Jensen didn't do anything wrong?

Stack-Johnson

Im gonna need Jensen back in charge of NVDA by Monday open

Idkmanitcouldwork

NVDA PE is clearly screaming buy……. Everything is screaming buy as if a coiled spring. Everything is screaming buy (other than any article in the last few days) wtf does a 6th or 10th or 20th affair do that the 4th doesn’t? I’m saying it now…. NVDA misses earnings for the first time during next earnings. Big players sold during the last 2 months.

Stack-Johnson

Actually makes me even madder RH wouldn’t let me out of my NVDA calls 3 min after market close. Extended window I should have been able to trade them for another 12 minutes.

Acrobatic-Ostrich168

THANK YOU!!! Too many WSB MEMBERS HAVE TRANSFORMED INTO INTERNATIONAL BUSINESS LEGAL EXPERTS OVERNIGHT. I have been loading up on NVDA since the dip.

ProfessorAkaliOnYT

this is stupid. you should absolutely buy $NVDA puts even at 160.

SerMumble

Price moves with sentiment. If redditors are replying with calls, NVDA can go lower and sideways until it squeezes the hope out of people. Until there is a clear sideways move, I'd steer clear of puts or calls. People are going to get destroyed Tuesday

Dennistheemennis

In case you haven’t put it together yet, loads of people got margin called for NVDA. They’re selling bitcorn to cover

-Redditeer-

Dont yolo weeklies bro. Thats why you keep losing. $200 is also a super high PT considering what we learned this past week about NVDA income (aside from everything else). Blowout earnings might not be enough to boost her yet. If youre going to dump cash on weeklies, cut the number of contracts in 3rds and just get 30,60,90,180 DTE or something. And be realistic about what can actually make you profit, dont be greedy and hope

Swiftnice

If they actually did rehire Jenson NVDA would crash more because it would show the board isn't serious about oversight, He's done

tenno91

if NVDA falls, so must society :hmmm:

DyingRats

I almost did this, I was thinking they drop NVDA as the big guy and go with AMD due to the Anthropic IPO, but I think this is bigger than some MM bullshit

Mercury-68

I slowly start wondering if the entire event is not a publicity stunt. I mean, all these videos, made with NVDA hardware - is there any better promotion? /s

tenno91

:pray: can we all pray for NVDA for a green wave :pray:

Puzzled-Question-156

It's not about me. I had 0 NVDA exposure since last July.

No_Maybe1049

NVDA ?

insbordnat

If this is real, we're about to see a few things: 1) the real transaction/sales flow at NVDA, 2) a exhaustive list of all of Jensen's related ventures, and 3) the real regulatory environment and teeth our agencies like the SEC have (or don't have). The burden is going to be on NVDA to prove that the sales terms were at arms' length. If Jensen financed these companies, had control (or constructive control) over them, and created demand or artificial demand - there's a shitstorm about to come. First, it calls into question the real margins of NVDA. I don't think there's any issue with their hard product costs, but you've got all kinds of implications, namely: true margin if sales weren't at arms length, possible changes to burned off internal costs from the throughput, sales volumes with and without these transactions etc. Second, and this is my bigger concern - is this the tip of the iceberg? Did Jensen start companies or finance these companies to inflate numbers, finance with his own money, that somehow will completely all collapse back into NVDA? I'm not saying we're looking at an Enron type SPE clusterfuck but if someone smarter than me determines that all of these sales were effectively self dealing, nullifying the sales, and then bringing the financials/debt of the individual companies on the books of NVDA under a "common control" concept...even if there isn't a material change to the NVDA business as a result, just being in investigatory limbo for the next 3-9 months could be enough to put NVDA in the penalty box and cause some real panic in the markets. It also hinges on whether the SEC has any teeth these days. I wouldn't be the least bit surprised to see the SEC sweep this under the rug as a "shadow bailout" to not send markets into a tailspin. Also interesting as a result of any numbers changes - are there covenants blown? Other bonus/stock payments that need to be clawed back? Restatements? Fuckers.

Bagholder95

Its insane just how many people are outing themselves as NVDA bagholders

Pure_Spinach327

You missed where NVDA co-signed the data center leases for OpenAI and Anthropic. They were in the entire loop. Jensen, ”Guys, what is the hold up?” We are out of money for your equipment. ”We have these data centers and we can co-sign the lease. No money out of pocket. But you need to use our chips and well….. The price is a lot higher.” 😑 Data centers, “We can get leases co-signed by the largest corporation by value in the world? Risk is zero and we just have to use these chips? Wow, they got expensive, but ok, where do I sign?”

Lunarisation

That actually happened. There’s a stash of NVDA GPUs impounded by the CCP stuck in Hong Kong. https://www.datacenterdynamics.com/en/news/almost-600000-nvidia-h200s-stranded-in-hong-kong-as-chinese-govt-stalls-on-import-approvals-report/

Street-Corporation

Long dated call on SOXX at current prices. You think AI is going away? NVDA was undervalued at 220. Earnings are always a coin flip anyway. The real issue is the rate hikes that could demo the entire market not Jensen bagging Jan from the office and the 007 chinese honeypot

dataCollector42069

If he just tweeted out “worth it” NVDA would have god candled

Me-Regarded

If that turns out to be true ... NVDA sub $100 easy

EstimateIll4262

Personally I dont care. But I do know many older Asians who bet on HIM only. They have large amounts in NVDA stock or ETFs with it. Deep 7 figures or more. Most dont know much about AI. But they thought Jensen was a god like character. they bet on him, not the company. They dont even want to believe any of it

Swiftnice

It's so funny imagining Jensen at home raging at every decision he sees the new NVDA CEO make hahaa

puzzleimpossible83

Let’s not conflate NVDA’s stock price going down with NVDA the company going down. Two different things. AI will survive.

twat_muncher

NVDA made **THE** card that created AI. All AI is going down. ANT will mint new baggies day one.

TheBattleGnome

Eh, enough of Jensen. He may have built it, but it doesn't have to die with him when he leaves (which he will eventually anyways). If anything, this is a wake up call for companies to have a line of succession in place - anything can happen. Crazy to think NVDA didn't have one... Every other chip manufacturer including the ones in China are fairing well despite having no-name CEO's.

moderntriviaa

i screenshotted this "most obvious buy of all time" at least 20% of NVDA's valuation is based on money they've lent to startups, Nvidia was essentially Jensen Huang, and now the CFO who has been critical of all this risky financing is now the CEO you're delusional if you think Nvidia is invincible

BigLife2254

**SemiAnalysis founder Dylan Patel warns Nvidia ($NVDA) faces growing competition from its largest customers, six of which are developing their own AI chips. He argues Jensen Huang's departure could weaken Nvidia's supply-chain advantage as rivals pursue market share.**

RatherLiveOutside

so would half on NVDA apparently :kek:

Resident-Juice9763

Selling my NVDA shares on Tuesday to buy DXYZ

Lunarisation

The CCP doesn’t want China firms using American GPUs because it’s incredibly stupid to have Chinese LLMs reliant on American hardware, and they said as much. They want them to use Hwawei GPUs. What’s more likely is that Chinese tech firms are illegally (by Chinese law) buying NVDA GPUs via Alice Huang. There will also be a reckoning in China soon.

NoKids__3Money

Not everything is a trick question sometimes it really is easy to make money. Like when I bought NVDA last week at 149, most obvious buy of all time

talkingto_ai

My point is that only one fab, not that many miles from mainland China, in a contested region, is responsible for 90% of the product that NVDA sells. Jensen's super power has been keeping the demand for his product high to the detriment of capacity for other companies. There is a big problem when all wafer production is being tuned specifically for datacenter product lines; it comes at the detriment of other technologies and increases the concentration risk of all new investment.

who_am_i_to_say_so

Hey bro, save some of that avocado for my toast. I spent my last dollar on NVDA calls.

Public-Quarter-2753

This WAS my NVDA plan.

Happy-Champion1661

yes I agree with you on the "pattern" green Mon red Thu and Friday weak overall cuz no one wants to hold the bag over the weekend. However the chart legit looks like failed recovery and stopped right at the previous high during the "crash". I was long AI last Friday, I am not sure I want to be long anymore. NVDA really fucked us, if more allegations (like inflated demand, more circular funding) come out it's a big big issue with the current (bearish) sentiment I recall FAA news to be dropped literally near close, so yes I also thought the AH selling was stupid (as it was most likely nothing serious, not that they would tell us tbh) but if you look at weekend price action its still bearish af I dont know what changed, but it doesnt feel great anyway calls on Monday at open surely

No_Cod972

Interestingly, still the best performing asset of last 10 years since NVDA drawdown. For now...

FarVillage188

\- just reallocate your portfolio: sell some SPY, buy some NVDA. NVDA drops more, sell some more SPY buy more NVDA. \- plus, there's margin. at IBKR margin interest is under 5%. I would be surprised if NVDA can't deliver 5% return while they're trading at 20 current PE and 10 forward PE. \- I personally took a loan from my 401k which is essentially interest-free, since interest payments just go in your account. I always draw 401k loans when there are major dips.

LarsTarkas

Maybe they are crying because they know NVDA is going to crater and they will lose it all

Fetlocks_Glistening

So you're saying they're effectively contributing their GPUs in kind into the capital of these companies, and getting shares?  So NVDA is a VC capital firm using GPUs instead of cash. Sure, fine, nothing bad or circular about it then, they making investments

GPUssydestroyer

China was actually grinding the NVDA chips up and eating them to cure impotence and bring good luck

Burger_Gouger

NVDA will be fine but the amount of retards that think it’s going down because “CEO cheated” is ridiculous. There’s going to be a full on investigation and there’s a reason why people are crying to get Jensen back. Short term it’s going to be ugly (but not catastrophic) long term it’ll be fine

grumpykang

All puts, NVDA will keep falling

gregzicstock

NVDA should report great earnings, but their forward guidance may be lower with Jensen gone.

jdavies2898

Oh sorry I read the title and I thought it said “are you in all cash” and therefore was in reference to being in NVDA or cash, but I guess I read that wrong.

JudgmentCharming355

if NVDA falls, this will be worse than 2007-2008

Critical_Thinker_535

I'm waiting to see if NVDA can hold at its current support level. If it can't, look out below. I'm not ready to catch that falling knife . Lol

beeArebel

Last 5 year performance: S&P 500: +62% Gold: +110% NVDA: +2,045% Bitcoin has returned 0% since 2021 :kek:

JudgmentCharming355

Am I cooked ? NVDA 185c 06/27???