Reddit Posts
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Is Nvidia still worth watching or already too expensive?
Theory on real reason AI and Space are crashing
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
$IREN - heavily shorted this past month
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
June CPI missed big but I'm not buying the full rally yet
NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?
I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul
The NVDA debate has changed: the market is no longer arguing whether AI is real.
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Is NVDA dead or are they creating a buying opportunity for themselves?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
US asset managers file for first ETFs targeting Wall Street's new obsession, AI and the 'MANGOS'
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
All My Eggs in One Basket: Keep holding NVDA or Sell at a Loss?
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
Mentions
If a cheap knock-off GPU chip is released, what happens to NVDA? Will the CUDA moat and leather jacket shield the 4T valuation?
You are well and truly regarded if you think NVDA is overvalued
TSMC is packaging. They are doing it for NVDA, AMD, INTEL, Google, Broadcom, Amazon, Meta, Apple, marvell, and mediatek. If you're using an Ai chip in the world today, most likely TSMC packaged it.
I don't think you realize that reality has caught up with NVDA as well. The company has enormous FCF and growth and the stock is trading right down the middle of projected targets based on growth rate and FCF predictions. NVDA does not move like it used to because it too has to eventually live in a world of realistic expectations.
(1) do you have any proof about Sburry underperforming? I found performance between 2000-2008, he beat the market almost every single year and then he made bank with his big short bet. (2) I don't subscribe to his Substack, and I don't think one should if they just want to copy his trades, his plays get posted online anyways. But I think you are just looking at it the wrong way. Sburry plays are value and take a very long time to play out, sometimes they don't even have a specific catalyst and they fail to ever come back or take years. As sburry once said, *imagine a company that was worth 100 and now trades at 10. The value investor thinks it's worth 30, so he buys. But the company has become so detached from its fundamentals, that it drops back to 5. Now the value investor is down 50%. Eventually, he will be up 200% (500% from the bottom). But in the meantime, everyone thinks he is an idiot.* \--- (3) I do not recommend Sburry plays and I do not believe in his stock picking for long term. What you should actually do, is reading through Sburry analysis. That is very interesting and it's usually pretty good quality. Sometimes it's biased sure, draw your own conclusions. Fundamentals are impossible to ignore long term. You can make money in different ways, couple examples of his past good plays: PLTR short, PFE longs, PYPL, healthcare bets. Even NVDA puts printed at some point, but I bet he still holds them. (4) His worst pick was probably LULU, which is underwater now, down 50% from Sburry entry. It has to be seen if it will ever recover or not. All retails got destroyed this year, there is a chance the stock is good but the sector is bad. It's not like he told you to buy NKE at 30PE, LULU has like 10 PE. And they are both underwater this year. If you got shares you will be fine.
The hard truth is that the next MU or next NVDA at $15, AMD at $60, Intel at $29 could not even be listed on the stock market. Could not even happen for another 15 years. That company could be one that’s gonna drop another 70% before running up. It’s tough
Hey Dipshit, which company passed NVDA to become the most valuable on earth? [https://www.reddit.com/r/MacStudio/comments/1ufh0w1/remember\_that\_one\_time\_i\_mentioned\_being\_able\_to/](https://www.reddit.com/r/MacStudio/comments/1ufh0w1/remember_that_one_time_i_mentioned_being_able_to/)
I haven't touched NVDA in nearly a year, but now that we have confirmation that shipments to China have resumed, it seems the market is underestimating how crazy the numbers might be. Up until now, NVDA's official position has been 'our market share in China is now 0%' despite everyone knowing that wasn't true. It seemed like a ploy to pressure the administration and legislature to take a step back on export controls. NVDA has not included Chinese sales as part of their previous projections and guidance. That now changes. However, with cases like SMCI, we do know that circumvention was rampant and NVDA has had some sales indirectly bound for China already on their books. This is the part that probably gives people the most pause for concern. China's official stance was 'we don't want NVDA' but they never actually cracked down on domestic AI labs using NVDA chips, they just couldn't get enough regardless of the controls. They used whatever was available until viable domestic production ramped up, and even then, current demand outstrips supply. Would I full port NVDA, no, but it does seem like if there was ever a quarter for it to breakout of its year long range, this is the one, especially when recent sentiment on semis has soured significantly. NVDA has held up very well compared to MU, SNDK, etc and that says something worth paying attention to imo.
Investors are worried that capex will turnover in the next earnings season. If there's even the slightest hint that AI data center spending is decelerating then chip stocks will dump even more. The latest MU and Samsung earnings beat wall st expectations but the stock still dumped. Even if NVDA earnings go from 80% growth YoY to 75% the stock will dump.
I'd like to move on from computers being the hot investment. Let's get something new invented that can up all the new businesses. Like ice cream that can fuck you while you eat it, or giraffe powered mech armor. Baskin robbins and the San Diego zoo become the next NVDA
I trust appl to give me 100 billion dollar quarters till the end of time I don’t know if NVDA will have a 100 billion dollar quarter beyond 2030
In the past yes - and it worked out well. I bough AMD 20+ years ago at $20, then it fell to as low as $2 or $3 and sat low for a very long time (a slow decade). I almost dumped it along with the NVIDIA that I bought back then for about $20 and sold for what I felt was great profits - $40 - to buy a new home (boy was that a mistake - I'd be very wealthy and retired today had I not sold NVDA). But today I'm smiling because AMD is paying for my kid to go to college and a nice new used car as a highschool graduation gift. There are 2 cases that show you don't know how things will play out long term but long term = decades and not years. I have at least 2 more cases when I fully existed a stock and it was a big mistake. One was taking too much profits and getting hammered by taxes (sell out because you think the markets will crash and you want to take all your profits). Next - fully exiting a position of an established decent company becuase you are pissed a stock lost half its value so you want to cut and run because seeing red on your statement hurts. I have been burned by both so if you must sell or exit my advice is to do so in moderation over time, never all out at once, not more than 50% (even that is excessive).
People acting like SBURRY is a clown because NVDA went up, but his puts expire in Dec 2027. Assuming he is still holding and didn't sell in March at a profit. That's basically shares for WSB standards.
A.I is just starting. PLTR in psrtnership with NVDA is the best opportunity going forward imo. Like buying MSFT in 1996.
I think it's because this place is filled with a lot of amateurs chasing recommendations and momentum gains or losses rather than anything else. A couple years ago this place with ripe with good picks, RKLB, NBIS, NVDA, AMD, etc. Now it's pumping things up 100% and getting people in trouble.
Just fried my gfx card ,I hope NVDA pumps on Monday due to my capex on getting a new card this weekend
I think time will tell if Micron has escaped the cyclical phase. A few important things to note are: 1. DDR5 prices has increased by 15% since Micron’s last earnings, so they will probably smash earnings. 2. All the robotics/autonomous vehicles that will start mass production is underway, which is a new segment - The scale of which we can’t predict yet 3. If Micron’s business is cyclical, and we are in a super cycle that has peaked, then by default, NVDA, AVGO, INTC, AMD are all cyclical too. The Semis has experienced a huge demand boom all from AI, away from their traditional business, and would drop to their pre-AI hyperscaling levels 4. Micron’s windfall cumulatively will be hundreds of billions, extending to 2030 at least. They could diverse so easily if they chose, for example becoming a holding company and spending all that free cash on buying out companies, a play book we are experiencing with NVDA at the moment. 5. NVDAs new generation products, which require a huge amount of HMB4/DDR5 is sold out through 2027, indicating agentic AI is still rising not falling We shall see if the market is pricing MU wrong, but if they aren’t and it’s cyclical, I think NVDA will take a 30-40% hit, and AMD 50-60% hit to stock price
I do this with IBKR, and it's great. People who are saying just use a spreadsheet don't quite get it. I did it because I had longterm investments in NVDA or TSLA, e.g., but also wanted to day/swing trade them without getting in and out of my longterm position. The only con I have found is having to file taxes with two reports.
The completely wrong lesson. If you gambled on a meme stock, then yeah by all means realize those gains before the market corrects. If you bought good companies that are growing profits then the worst you can do is sell them just because the stock price reflects their success. Unrealized gains are REAL gains. The worst mistakes an investor can possibly make is to sell too early. If I sold NVDA back in 2014 after it doubled on my initial 1k investment, I'd have locked in 1k profit and lost out on 600k.
This is incorrect. NVDA. Is still ahead. Barely
!banbet NVDA +$0.01 17years
i like AAPL fine enough but i dont see what makes it deserve a valuation 25-30% higher than the rest of the giga-cap tech stocks MSFT GOOG NVDA AMZN etc.
Buying in June caught the cyclical peak right before a sector rotation. Semis and memory are textbook cyclical assets. That 9 week rally aggressively front ran years of future growth as institutional momentum gave way to late stage retail FOMO at the top. A 1,000x growth in stock prices is simply unsustainable. In my opinion, a correction is actually healthy for this sector. NVDA consolidating sideways allows earnings to catch up and compress forward multiples to sustainable levels. Could we see a full recovery to June highs by EOY? It’s possible, but a sustained trend reversal won't happen until upcoming earnings fundamentally prove that capex is actually driving real AI monetization. While I agree that demand remains insatiable, the real elephant in the room is supply execution, specifically acute bottlenecks in HBM, advanced packaging and power grid capacity.
I track some of their projects, but I've never done any analysis on any of their financials. I generally like NBIS, and any company that gets an NVDA rubber stamp is going to be on my "fuck it, I'll throw money at it" list. I'm not a fan of KEEL or VIVO. I'm turned off by crypto companies that switch business models. It works sometimes and can be great investments, but it's just a red flag for me. I avoid VIVO just because I don't invest in micro-cap companies. Again, maybe they're good, but just not my jam. FRMI is odd. I want to like it because their strategy is intriguing, but it's hard to look at that chart and have much confidence. Tbh, I'm more boring, and I'd probably go with the established EQIX or DLR. Not exactly the same thing, and certainly not as moonshotty of a gamble, but at least it has much less potential to burn your portfolio. Still, I keep my eye on it in case it starts to run. If it does, I hope I catch it. Cheers.
I have to say that based on current estimates, NVDA looks very reasonably priced. The outrageous numbers are the profit margin and growth rate.
There might be some insider trading happening, but if so, it's definitely not most of it. The volumes during those sell offs are just too large to be part of a fraud conspiracy. That said, maybe insiders kick off the tanking and algos take over. I suppose that's possible. Still, I think it's just that everyone is inherently scared of cyclical stocks hitting a down cycle that everyone is constantly ready to jump ship at any moment. Anyway, I don't think we're near peak cycle in terms of supply/demand, and I don't think data center construction will be slow enough to ease demand for quite some time. But, I've been wrong before, and I'm sure I'll be wrong again. That said, I don't think you can determine a cycle from the stock price. MU has plunged 20-30% a few times in its current runup, just like NVDA did. It's pretty common for stocks like that to see heavy selling pressure when the larger market is having a bad week or month. When everything else drop -5%, the massive growth stocks will tank -10%. If everything else sinks -10%, the growth stocks with nosedive -30%. I think the larger scare that triggered much of the MU sell off was Apple trying to get approval from the US to use CXMT in China and elsewhere outside the US. If that gets approved, MU would drop more just from fear of that spreading. If it gets denied and CXMT gets put on the Entity List, we might see a significant bounce. Personally, I think CXMT should absolutely be on the Entity List because it's blatantly stolen Samsung tech, but it's hard to tell what this administration cares about sometimes.
Damn fr? Do you trade MU often? Today scalping NVDA and AAPL puts is what saved me and got me out of my dips
Because that SOMEBODY is circular financed by NVDA and Google. They are all scratching each others backs. There's no party outside of the circle stepping in with cash for compute.
NVDA is the top stock in the entire exchange scientifically designed to infuriate everyone going both long and short on it.
Time to sell the NVDA I've been holding since 2016
Wait until Jensen comes out saying, how this means NVDA demand will be 100000x higher as a direct result
buy the dip at ndx 28k, avoid memory except MU. get the fuk out if AAPL closes mkt cap > NVDA. thank you for your attention to this matter!
Damn! AAPL overthrew NVDA as the most valuable stock
You realize that NVDA hardware is still needed to run this model, right
with the China AI news I am surprised NVDA is not -50%, ez money to be made
short NVDA and AAPL is free money now IYKYK
https://preview.redd.it/4nlgz30xjudh1.jpeg?width=1320&format=pjpg&auto=webp&s=9c916e4548e854937e75a352279eb758730a8465 Update: i was very very wrong. However I kept playing swings to recover and netted over 10k today lol Also I hit it good with SPY puts on opening (had puts from yesterday). I got 10k on NVDA for next friday calls and shorting aapl for next friday aswell
NVDA 4.91T, AAPL 4.90T. What a finish, so close
Didn't you hear? Jensen says next NVDA chip will solve supernova and the big bang, connecting to the next universe. 10000 Trillion EOY
What the fuck dude? I turn my back for what seems like 1-2 weeks, and now AAPL is fighting NVDA for the highest market cap? When the hell did that happen? I thought GOOGL was a far off 2nd place for the longest time, and now AAPL is nearly .7T higher than that??
NVDA is undervalued
The NVDA partnership with NOK is a bigger deal than investors think. NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
No it doesn’t need less memory. The negative thing for the market is that if Chinese models can match or beat the top US ones this fast (and go open-weight), it undercuts the whole “we need endless massive capex to stay ahead” story that the hyperscalers have been running. Same for chip makers, less urgency around the US AI lead means people start questioning how much more NVDA/AMD hardware the big guys actually need to keep buying.
loaded 10 NVDA calls and 10 AAPL puts lottos, let's see if I am right
NVDA is a dead horse that doesn't move much any more. you think WSB is not looking for actual growth and risk?
NVDA losing all daily gains in an hour. Classic
$NVDA $SMH $QQQ Watch margin call at close Bigger semi market cap at risk
NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
[Breaking: NVDA signs 14 billion dollar deal with Micron tu supply HBM memory through 2030](https://www.youtube.com/watch?v=dQw4w9WgXcQ)
If you think NVDA is not doing $250 in next 6 months....I have a bridge to sell
Bunk ass NVDA, good thing I doubled down twice yesterday and again today on calls and got butt stuffed
Apple is also strategic when you think of how they integrate and bring people into their ecosystem. The recent push to get students onto their computers is creating life long apple users. NVDA is relying on AI and demand to keep scaling which I don't see being a years/decades long push while Apple is bringing in customers who will use their products for the next 40-50 years.
Semis/AI- no brainer boring play at this point but we’re still early. The news will try and scare you but no reason why NVDA and other players aren’t buy and holds right now. Power- looking at nuclear. I’m bullish that this is your best bang for your buck for power in the future, especially as the government regulations streamline. I like small modular reactors being scalable for everyday use very soon. Psychedelics- in line with your approach, I think psychedelics are the next shoe to drop for testing and competition with pharmaceuticals, Specifically in the mental health space. Obviously the most risky and governmentally regulated, but I think this will actually be the boom that people thought they were getting with weed stocks.
And OP doesn’t realize Kimi is being trained on NVDA GPUs lol. Just because they can’t purchase NVDA GPUs doesn’t mean they can’t rent it from elsewhere like Singapore
It’s winning because I sold all my APPL to buy NVDA
NVDA was down 4% premarket. Now it's almost green
$NVDA $MU $IBM $NOC $SNDK funds buying at bottom
If AAPL can still reach new heights, then NVDA can be a $10T company easily. Today’s highs are tomorrow’s lows.
NVDA already has more profit than AAPL and they are still growing massively. This will 100% Flip again.
LOL NVDA is $205 when it should really be $502
If NVDA can break 205... we are good!
Maybe, demand vs capacity is a complete unknown at this point... the capacity buildout is based on projections from NVDA and the two companies with the most computationally intensive models. But my point is that those two companies, Anthropic and OpenAI, do not offer anything that will keep even the likes of MSFT from switching to Chinese models where it's financially reasonable to do so (increasingly, more and more use cases). AKA, they have no moat.
Aaaand NVDA holds the crown again
I think my NVDA $210 lottos are cooked lol
Same. Loaded up on Tesla, NVDA, and Msft. Super discount today 😍
Bought NVDA 205 and 210s this morning for next week
NVDA is pro open source BTW. It's better for NVDA's business if there's more competition than having the Frontier AI Labs dominate the market
Well I guess I’ll be holding these NVDA bags……
NVDA at these prices a buy or more moves down coming?
It's good for hyperscalers, NVDA, AMD, DRAM and TSMC, but not good for AI provivder ljke5OoenAI and Anthropic.
I'm still holding NVDA, its debatably one of the least expensive bets on AI right now, though the growth will be slower now. Many people have moved to others like Micron, SanDisk, MRVL now (and having a rough week).
Made 12k on the NVDA bounce. I feel nothing. Options have ruined me.
Largely rotated out of semis and memory. Still holding some positions in AMD, NVDA and TSM but I'm tired boss. I need stuff I can forget about.
AAPL was more valuable than NVDA for like 5 mins 🤣
Lol bro… sell, buy NVDA or AVGO and thank me later.
You realize AI bet fails doesn't mean we throw AI to trash like we did cryptocoins. NVDA will never just be a GPU company only from now on. Made too much money to stay that way.
NVDA is still up YTD and over 1 Year. What do you mean baholders?
Apple is overvalued forward pe at 34.45 vs Nvidia at 15.53. |Ticker|EPS Growth Est|EPS Est|P/E Est|Current EPS|Current P/E|FCF/Share|P/FCF| |:-|:-|:-|:-|:-|:-|:-|:-| |NVDA|42.56%|12.80|15.53|6.56|30.32|$4.92|40.45| |AAPL|10.57%|9.69|34.45|8.29|40.28|$8.79|37.97|
NVDA getting fried, but I did wonder why the hell the OG bottleneck stock was sitting at 5.1T valuation while the rest of semi was getting dogged
I became a NVDA bagholder in the span of 24 hours
if AAPL closes on mkt cap above NVDA, we're 100% fucked. They NEVER let NVDA being surpassed, even wen things were really shit during November or March, they always found a way to keep NVDA up at #1 spot
Haha it’s ok NVDA, I fucking hate my money too 👍
Remember when NVDA was at 240 That shit was like 1 shower ago, 1 Kirk ago too
IT does. But they don't need Micron or SK Hynix memory when they have CXMT. They don't need TSM or NVDA when they have SMIC and Huawei. They are catching up so fast in hardware, it's crazy. Even Apple wants CXMT memory. Last year Baidu had a breakthrough where they can mix and match Chinese and western chips to train AI - [https://www.tomshardware.com/tech-industry/artificial-intelligence/baidus-ai-breakthrough-can-meld-gpus-from-different-brands-into-one-training-cluster-company-says-new-tech-fuses-thousands-of-gpus-together-to-help-sidestep-shortages](https://www.tomshardware.com/tech-industry/artificial-intelligence/baidus-ai-breakthrough-can-meld-gpus-from-different-brands-into-one-training-cluster-company-says-new-tech-fuses-thousands-of-gpus-together-to-help-sidestep-shortages)
They are making them in house these days. CXMT is making memory. Apple wants special permission from the govt to get memory from CXMT. They can't have access to the latest NVDA chips so they are getting better and better in house. Huawei and SMIC are only 2 generations behind and catching up fast. They have no problems with energy and water for data centers that are less efficient.
Why are the analysts still calling for $300 NVDA this year? I'm just not getting it.
If you are holding NVDA, get OUT!!
I realize what happened. Every schmuck who can't get a job before their student Visa expires magically gets hired into Amazon a week before they are supposed to leave the country. (Amazon aggressively keeps hiring desperate people to meet their 20% firing quota). That being said, this 'intern' used Agentic AI to commit code. Yay NVDA to 20 Trillion EOY [https://health.aws.amazon.com/health/status](https://health.aws.amazon.com/health/status)
On the one hand NVDA looks like it could have a ripper of a day up. But I’ve also been hurt this week and know better.