NVDA

Altruistic-Bar-2137

AMD NVDA calls

Adventurous_Plum3586

NVDA at least touch 200 today pls

ClassicInner5242

NVDA 205 tmr! Watch!!!!

michaelis999

NVDA finally back to january highs🙏

SuspiciousSpyderman

South korea AI buildout bullish for $NVDA?

CFD_babyyy345

Nvidia is still viewed as the “picks and shovels” company of AI. If Microsoft, Amazon, Google, Meta, OpenAI, xAI, governments, and cloud providers keep spending on data centers, Nvidia is one of the companies directly selling the hardware that makes that possible. That does not mean the stock is risk-free. A lot of future growth is already priced in. If AI spending slows, margins compress, competitors catch up, export restrictions bite harder, or customers start questioning the return on all this capex, the stock can absolutely get hit. I would separate Nvidia from names like RTX or Raytheon tho. Defense spending may support some tech and industrial names, but Nvidia’s core story is still AI data centers, GPUs, networking, software ecosystem, and accelerated computing. Defense may be part of the broader demand picture, but it is not the main reason most people are buying NVDA. So yes, people are buying it. Some for long-term AI infrastructure exposure, some because it keeps working, and some because they saw a chart go up and decided that counts as research.

boundbythebeauty

If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.

GuyFieriFrostedTips

Wendy’s is a the new NVDA. I hear they’re making AI burgers now!

Temporary-Basil-3030

IGV up, SMH down, SPY up and SMH down, NVDA and SPY up, NOW, CRM, MSFT up.

NerdSlamPo

trading on NVDA? nah. putting NVDA in ROTH? yah. still the safest long-term AI company out there.

No_Arm_6582

God damn some of you whine so much about NVDA. Almost a 5 TRILLION dollar company and you want it to go up 10% daily. Those days are over

StonkGoUp

Yea that’s fair. I didn’t really critically assess ur first comment and don’t follow NVDA

Background-Nothing71

On the daily we got NVDA approaching the 200 EMA, bottoming on the SMI, RSI at 38, also reaching price support at $190. Feels like a buy, I’m buying, I’m already all in. But fuck my dick if that shit drops below $188

Samjabr

I understand what you are going for. It's why billionaires get mortgages instead of buy homes outright. But what you are describing is literally the opposite. For example: If I am NVDA and I have $20 billion in cash, I can leverage that to borrow $100 billion. But why the hell would I get a $20 billion bond to use as leverage, if I also had to pay interest on it, if I already had the damn cash? Do you see the disconnect here? In other words, if you had $10,000 cash and you were absolute certain you could make 100% profit in a year on it, why would you give it away, and then go to a bank and borrow $10,000 at 5% interest to then use as the vehicle to make that 100%. Just keep the goddamn cash in your bank account.

kant12

if you don't want to do may i suggest NVDA. plz

0DTEKing

NVDA is the opportunity buy here

Guilty_Ad_8433

Keep accumulating NVDA I guess

Samjabr

Does anyone understand why last earnings NVDA would do an $80 billion buyback, raise their dividend dramatically, and then weeks later issue bonds... 🤔

Dull_Broccoli1637

AI is geh. Therefore NVDA is geh by association

Background-Nothing71

Need a ghey bear to explain the NVDA bear thesis.

bigassdump

Is it "catching a falling knife" if I buy NVDA now

Keenanyu

NVDA is so hopeless

cgonz15

Why NVDA not 200

Beautiful_Golf6322

It's just that I bought MSFT, AMZN, GOOG, NVDA and TSLA. I seem to be humpty dumpty - anything I buy falls hard!

SuperNewk

World Cup here in the USA, I asked everyone from around the world if they know what AI/NVDA or chip stocks are. Everyone said no, we are early, the rest of the world has not caught on to the AI bubble

DrNSFW007

NVDA is so weak it may actually break the 200 MA

ga643953

I don't have a strong understanding in hardware in general that's why I'm not in them. But also to say MU wasn't priced on bottleneck is crazy. I wonder how many bottleneck bros would agree with that statement considering that's literally how the business is so profitable this year. Your historical PE was in single digit for the most part before this trade started because it was cyclical and the market never cared, not because the growth didn't exist. If the market simply assigns every company a fair multiple, then no stock would be undervalued despite their execution. ZETA shouldn't be below $20, NVDA shouldn't be dipping below $200. But that's not the case. When the market likes something, they overbuy it, and when it falls out of favor, the PE just goes free fall even though nothing's changed about the company even if your company is still putting up decent growth. Best examples of this would be PLTR and NVDA.

iLov3musk

INTC, MU, ORCL, NVDA. Bet on America and you will win

itssomeidiot

!banbet NVDA 205 9d

powerboner

NVDA 210 tomm pls

IvoryTowerResident

my thing with Mag7 beside NVDA is that they were all leaders in their industry and benefit from near monopolistic power now they are all converging and competing in the same narrower corridor that is AI (models, Chips, cloud etc) The entire landscape of their monopoly is changing. What i want to see if a flush out of the super speculative stuff like AAOI, AXTI, ARM etc

Sharp-Direction-6894

This month has started showing me that. My largest hit has been with RKLB, PLTR, NVDA, and NVTS.

Capable-Stretch-9346

NVDA please be a company again this week

MrShaitan

I think so, like, about a year ago I took my exact portfolio, NVDA, AVGO, and UNH, and switched all of them to be about 14 months out, same exact stocks, just a different tool, and my gains improved significantly. So did my losses which hurts a bit, took my account down about 80% at one point when tech died off at the start of the war, but everything's back now, especially since adding MU to the mix. Major downsides over shares though, LEAPS are expensive as fuck, so you can't really bee very diversified, so that means you gotta be right or you're screwed. On top of that, you have zero margin to play with, but I feel like the pro's outweigh the con's.

GrossFleshSack

Everyone celebrating like market is going to be up on Monday open. I hope so because I have calls. But I'm worried about the money flowing out of equities that has driven the treasury yields down, I'm worried about Warshs potentially hawkish speech. I'm worried about high inflation causing economic tightening(rate hikes). I'm worried about a pullback from extremely high valuations(maybe we already got it?). With Microns insane earnings I feel like maybe the ai/semis sector brings us to all time highs very soon. I have NVDA and SMCI calls.. next Monday and next Friday.

SuspiciousSpyderman

Hope $NVDA actually pumps with the market this time

Flat-Focus7966

NVDA is going to have a spectacular comeback.....

No_Cod972

CAGR of assets for the last six years: NVDA = 62% MSTR = 38% BTC = 32% GOOG = 29% TSLA = 27% QQQ = 18% AAPL = 17% SPY = 15% GLD = 12%

Altruistic-Bar-2137

AMD and NVDA calls

lavaeyeye

More Puts, only puts, all puts Puts on SOXX, SMH, NVDA, CRWV

Samjabr

This is almost a pattern. NVDA falls after earnings. Maybe more exaggerated now because of rotation into semis/energy, the war, etc. But the hyperscalers report about a month before NVDA. And for the past few quarters, they keep upping their CapEx, which directly benefits NVDA. But by the time NVDA reports, all the moves have been telegraphed, and that's why the stock usually dumps or does nothing after earnings. Because the market has already calculated their profits based on the Mag7 spending. Does that make sense? FYI, if hyperscalers DO NOT report a massive boost in CapEx, NVDA will fall. So, this isn't a guarantee that NVDA will go up.

cgonz15

Guys will NVDA go over 200 before 01/27 💀

Samjabr

What did I literally just say? Wait until hyperscalers are about to report CapEx. If you wait for NVDA's earnings, it's too late.

Altruistic-Bar-2137

Is it a good time to buy NVDA calls now?

SuspiciousSpyderman

I pray for a 5% pump on $NVDA monday

ga643953

Ok, are you gonna say Jevons paradox again? Memory stocks are the most overcrowded trade due to bottleneck. It's a narrative that's propping up the stock. MU holding companies hostage due to commodity shortage will only give people more incentives to innovate and reduce the demand for compute. MU is currently building factories to expand production, but once this constraint is solved from both the supply and the demand side, the narrative disappears. Will MU's revenue be higher 2 years from now? Absolutely. But the market will dump it like they dumped NVDA no matter what since all roads lead to bottleneck disappearing.

Emotional-Breath-838

Double! Double the stock price growth. Hang on while I compare it to SGOV... NVDA wins by a whisker!

Emotional-Breath-838

Is it true that NVDA is up 1% over the last six months?

Samjabr

Agreed. Even if the GPUs last 10 years (functionally), the constant CapEx spending has to generate revenue at some point. The only money being made is from other companies. All the money NVDA, DELL, OpenAI, etc are getting is primarily coming from other companies. Very few consumers are actually paying. Companies are paying so they become more efficient and can hire less. But that means even less people will have money to buy their crap. Very confusing to map this out

Oreo_Hero

!remind me 48d I’m with you brother. I believe in NVDA but my calls will be a little further out to give it time to cook.

Ok-Escape-9781

Yeah only win i give it to him is with NVDA. He was bullish on NVDIA way back. I remwber during around 2017-2018 he was strongly bullish on it. Other than that just another media guy with hit and miss like us regards.

MakeMoneygreatagain

Jensen needs to focus on NVDA and stop promoting his competitors 

IvoryTowerResident

do you agree with limiting sale of NVDA chips to China?

old_Spivey

My humble opinion, everyone should be buying GOOGL, NVDA, AVGO, and ASML as much as possible right now.

HighwayExotic2808

People keep saying that when this thread is flooded with holders nervous about a ticker than you know that stock is cooked. I took that advice with NVDA shares over a year ago and missed out on an easy 3x

Former-Mountain-9170

Sold NVDA multiple times. Last time in 2022 at $11 (in current stock price).

Mission-Educator-697

Looks like the next phase is moving onto physical AI. Buying NVDA and MU and other hardware components is still the move

habfranco

Absolutely not. I mean, Tesla as a company would do much better. But Tesla as a stock would completely crater. At least 90% of Tesla market cap is due to Elon cult and greater fool theory. It is 10x more overvalued than even the top AI play like NVDA (400 p/e vs 40 p/e). If stock went down 10x to $30, it would still be the most overvalued car manufacturer. The only thing that made this happen is the “Elon factor”. Remove this and the whole thing collapses.

RepairSubstantial735

People are just realizing after NVDA earnings it's 100% over valued and had it's run. There's also a ton of other stocks on the rise that are only just breaking out.

Left-Signature-5250

Finally more conflict in the world, it was just getting so dull. Also obviously markets love it. Maybe even NVDA will take a breather on its drop?

eje0100

NVDA and the rest of the Mag7 have done shit this year. They really need to step up their game.

SuspiciousSpyderman

Begging $NVDA not to dump next week

rueggy

I remember someone confidently saying NVDA was already priced to perfection in March 2023 before it went up 20x. When I asked him about it a couple years later, he never replied. Will you?

oscar_z_a

It’s true and also works in reverse. I thought about buying NVDA a couple of years back and forgot to click the buttons. 2 years later broker gave me it at the original price and also gave me a free share in BRK to apologise for the oversight

WatchYourAss

Yessir, last May when we were building our original thesis positions at $93-$95/share! What an amazing and life changing 13 months it has been! I retired almost 2 years ago. Thanks NVDA! MU is the Cherry on top! Life is good! Micron bulls … LFG!!!

Sure_Currency_6757

I don't think it has anything to do with earnings and more to do with a crowded field. AVGO NVDA Micron they report great earnings which from what I have noticed triggers major sell offs when all of these stocks are at their highs. Then big money rotates to boring stocks with no face ripping gains for a few months and then once the crowd has left the money begins to flow back into the next bull run. I just expect a stock to puke now on good earnings once a stock is crowded with longs.

ga643953

The reason they're doing all those is because they know it's cyclical. And you're talking about jacking up the price for a company that's already operating on a massive loss that's about to go public so people can see how atrocious their margins actually are. LLM companies have lost pricing power and people are questioning whether or not it's worth it to waste money on the best models for day to day tasks. If Anthropic fails because people are looking for cheaper options like Deepseek (token costs is 50 times cheaper), they will be so dead. LLMs are a commodity. Not to mention the reason MU has this blowout quarter is not because they're selling more chips. They only beat because of price hikes, which drives inflation. You are also not looking at what their customers are doing. GooG, MSFT, NVDA are developing memory compression tech. Apple is asking the admin to let them buy memory chips from blacklisted Chinese companies. Anthropic and OpenAI are looking for ways to lower token costs. Memory is a commodity that's very important in our lives. It's in phones, TV, your fridge, PC, etc. The administration wants rate cuts, but if this cartel gets in the way of rate cuts because they are causing inflation even though oil has come down, a certain someone in the White House will pressure them to lower the price, much like he did with oil companies. The left is running away with affordability issue so they will most likely target them and start passing bills that the market wouldn't like to control inflation so they can look like the good guys. And no one is on their side, not the public, not the government, not their customers. They have their bargaining power right now, but if they abuse it, someone will take away their toys at some point.

Phimb

>AMD Next Gen GPUs are better than NVDA I would strongly assume he's talking about datacentre product? For gaming, they're nowhere near Nvidia.

Candid_Payment_4094

A lot of QQQ is already deep in 🌈🐻 territory. ORCL is essentially back to April 8 levels. GOOGL is back to pre-earnings. META is at March 31 levels. We all know about MSFT. NVDA is down 18% from ATH. Not saying load up on 0DTE calls, but this isn't the worst entry to step in

3brcuse

Apple memory fud is retarded ber nonsense because that's all commodity DRAM. reports are showing CXMT's rates aren't even that much lower than what MU or SK or Samsung are asking anyway. but basically for CXMT to hurt MU where the real profits are, they'll need like 3 unlikely things to happen around the same time, 1. China doesn't absorb domestic supply 2. true vertical stacking 3D DRAM actually turn out to be a better solution than HBM for data centers. but it's still theoretical and i'm not sure who's even studying this 3. China catches up on server grade DDR5 when they are 1 generation behind in product and 3 years behind in manufacturing. but the catch here also is that even if they catch up, they'll need to get qualified with NVDA, INTEL XEON, AMD EPYC, etc. to take money from the big three. this not only takes a long ass time, but would also surely be blocked by Congress

SuspiciousSpyderman

These strikes don't bode well for my $NVDA shares

Prince_Nadir

I'm not an investment guy. I just put all my money in S&P index, a semiconductor fund, and NVDA and then forgot about it, so my questions may be stupid. Why did you put your money in that company's stock? Couldn't you guaranty them that you would agree to the contract, in exchange for a big pile of their stock? If you pay nothing for the stock you make more money. After making money that way a few times couldn't you set up your own company and then just give the contracts to them while you hold most of the stock in your company? If you get the contract and hold most of the stock, you make even more money. If you need even more funds, couldn't you put on a ski mask and make a "withdrawal" from a few local banks?

supferrets

Low IV on those before earnings is tempting. NVDA hasn’t established bottom yet though and late summer profit taking could crush these if they don’t move quick

AgitatorSupreme

MU will likely do a split sooner than later. Everyone does a split once their stock hits $1k-2k. NVDA, AMZN, CMG (Chipotle) are a few I can think of right away.

Silly_Rat_Face

So what did you mean with your reply? You were replying to someone saying to “invest in good companies” You replied saying your loss is from NVDA.

Eff_taxes

Have a couple $200c NVDA calls for Sept. might get more on Monday

BentonD_Struckcheon

Investing 101: options are for hedging. Example: I read that Wendy's thread the night it came out, did some very basic DD, figured for 600 bux it was worth seeing what happens, and bought 100 shares at 6.33. Why 100? Because I don't trust any of youse, and so I keep my position sizing on stuff like this to an absolute minimum. Next day it shoots past 8. At that point I sold a 9 call for .80, bought a 6 put for .33. So, I am now in a position where it can go up to 9.80 and I am fine. I am also fine if it drops below 6, because 80 - 33 is 47, so my actual breakeven is now 5.86. If by the time the put expires it's above 5.67 but below 5.86, I will have lost a few bux. Below 5.67 I lose a max of - drum roll please - 19 bux. Above 5.86 and I make the diff between that and whatever the price is. And that's how you use options. If you have less than at least 100k you shouldn't even glance at stocks like NVDA, they're too expensive. You want to be in a stock where you can buy 100 shares and then hedge your position with options, and the size of the position is so small it doesn't matter if the damn thing goes to zip, even if you have no hedge. Do that with a bunch of stocks and you have a portfolio that has a very high probability of actually making a decent return. If you have a million bux of course you can do this with NVDA, MU, and anything else that strikes your fancy.

Ok_Entrepreneur_dbl

If you would have held NVDA fot that entire time. Over 900% gain in the last 5 years. Holding Mag 7 from late 2022 until early 2025 would have been good as well. Snagging oil stocks at the start of Ukraine war for a few months was sweet. Starting in 2024 holding semis. All of the plays are tired now. Looking for the next stocks to hold for a while. Trading is too much multi year position held have worked for me while buying dips. Most everything I buy I leave the original investment in for the long haul.

NewSanDiegean

If I start buying NVDA puts, it will start rallying.

NewSanDiegean

NVDA calls

NewSanDiegean

This loss is from NVDA

greenpride32

You should probably just stick to index and growth ETF's. You either hold high conviction in your picks because the business is still growing, or you dump them because the business is decling or at some risk. In the long term, growing profits will increase valuation. In the short term, anything can happen including being out of favor while still performing well financially. I'm probably older than you, but I have several stocks for 10 years, and lesser number of stocks for 20 years. That's true buy and hold - not a year or two. I've held AAPL NVDA NFLX (and probably others) through over 50% drop and they fully recovered and more because solid growth is there. But that takes time, perhaps 1 or 2 years. Now let's say you do your DD, you stick with what you believe are winners, and rotate out who you believe will underperform the market, and it still doesn't pan out after a few years. You need to recognize perhaps individual stocks weren't for you - and it's time to just go with the index. Remember now, you don't just need positive investments to be successful, you need to beat SP500. What good are individual picks that did 8% CAGR when the gimme/zero effort SP500 would have done 10.4%?

Fragrant_Shine3111

That's what I thought about NVDA at 250 before split..

Background-Nothing71

NVDA price targets for next week? What y’all got?

Groovyhip_69

Or someone develops a model that is even better than LLMs and needs less training and resources. That alone would be huge. NVDA would still have their moat, but GPU TAM goes down, possibly by a lot. Imagine what that would do to stock prices.

hazedfaste

Advancing AI is just a workshop, not to reveal anything new is it? Do you have more details on AMD's Next Gen GPUs being more efficient than NVDA?

gonzo_thegreat

when the auto industry started out, automakers initially drove the agenda, but it eventually became a very symbiotic relationship where both the oil companies and automakers made buckets of dough. That's where I was coming from, but I have to agree that most analogies are pretty stupid. NVDA may drive the agenda now, but a high end GPU is useless without a lot of very fast memory and neither company exclusively sells to the other.

Kupo_Master

Yeah it was not the right week to bet on NVDA! Watch it rebound when your option expire 😂

NewSanDiegean

NVDA calls all week

NewSanDiegean

0dte NVDA calls

sphinxsley

Too bad. You could have participated in options in a safer way with an NVDA-focused ETF. Keep working & saving & learn more about investing. You'll be OK.

NewSanDiegean

This was NVDA calls.

NewSanDiegean

This is NVDA options.

NewSanDiegean

NVDA calls

The_donutmancer

https://preview.redd.it/znq65kzv9v9h1.jpeg?width=1320&format=pjpg&auto=webp&s=9292cf2636c7cbd65fa34925b960f25f6cfd1a6e Little longer timeframe, but felt. Showed some promise between mid-April & mid-May after the initial learning what options are drop, but then I bet on calls for NVDA earnings, doubled down, & learned a lot more real fucking quick! Floundered hard since.

NewSanDiegean

NVDA calls

NewSanDiegean

NVDA?

NewSanDiegean

This is all NVDA calls

NewSanDiegean

NVDA calls.

NewSanDiegean

NVDA calls