NVDA

Dizzy_Use9790

AMD up 5.14% today, this is the datacenter market still repricing EPYC server share gains. NVIDIA supply constraints keep AMD in the enterprise AI conversation. Not a NVDA replacement trade but rather a parallel beneficiary. The tell is EOD volume: institutional accumulation leaves a steadier fingerprint than retail momentum chasing.

unemployedferret

Wtf MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts. https://finance.yahoo.com/video/wall-street-sees-ai-trade-bearing-fruit-with-mangos-ahead-of-ipos-140455578.html?contentType=video

RothTo0DTE

NVDA back to yesterday's low

AdOk3638

# Delist the goddamn NVDA and lock Jensen up! They are dragging down the whole casino! 😡

Quixotus

NVDA going sub-$200 again

Ghostehz

I will never trade NVDA again.

Flat-Focus7966

Was checking if I can still tank something by buying calls.....& bought NVDA Yep....still works

MajikoiA3When

TF is NVDA up to lmao? Leather jacket rugging calls today.

Swiftnice

Haha NVDA has peaked

WITCH2FAANG

Fuck u NVDA

AwkwardNovel7

sighhh NVDA always going opposite

jnhgyu88

NVDA shitting all over SPY per the norm

Briack89

wtf NVDA

MajikoiA3When

Magnum dong red candle on NVDA, bearish?

generaledamame

NVDA goes negative… fugging rug pull

generaledamame

NVDA going below 200 by end of week

TheSauce69

NVDA try not to be gay challenge

generaledamame

NVDA straight dumping

knoqd_

NVDA why are you ghey

AwkwardNovel7

what happened to the NVDA pump??

jiggolo420

NVDA wants to go red so bad

hermeskino715

NVDA is never nice to me. Buy options, stay in a range. Sell them, big ass move

ACGC21

im an absolute beginner at investing, using a brokerage app called gotrade and put a sizeable amount of momey into it. ive split 1.5k usd between AAPL, NVDA, SNDK, VOO. ive been meaning to invest since i turned 18 2 years ago but always had analysis paralysis and never bought the whole “best time to invest is today” spiel, but i went through with it now. is there any advice you can give me on the stocks ive picked and what stocks i should be in? like the best options for me to diversify further. not asking for a future prediction, just something for me to get my feet wet, thanks in advance.

Artistic_Chicken_557

AI forces job cuts No one had jobs No one has money. No one buys stuff prices fall. NVDA 250C 1/27

TheSauce69

At this point I'd consider +2% a massive green day for NVDA

amazingfishy

NVDA and DELL. Let’s go!

doomfistmain999

$NVDA

TheSauce69

NVDA about to be flatter than your wife’s ass

Bill_Clintons_Desk5

Never doubt the Koreans. Always doubt NVDA

GiraffeBaron

Imagine selling DRAM calls yesterday at open to double down on NVDA calls, can't be me

Its0ks

Dont do it, i bought and its as bas as NVDA lol

fzrox

AVGO. It’s hella oversold. Every AI company is using AVGO for custom chips. Custom silicon is rising not just due to cost, but everyone has slightly different architecture that they want optimize for. AVGO is the real second source for NVDA, not AMD. The only negative is that the CEO is fucking 73 years old and doesn’t know how to pump his own stock.

Extreme_Marketing865

AVGO has more movement, NVDA is stuck in quicksand

A55BAG

I own both and NVDA 100%. Big risk that AVGO takes margin hit in the future.

Brubiu

NVDA or AVGO at these prices?

bexamous

TOPC is best in theory, if only it wasn't so tiny. S&P500 with companies capped to 3% max. So NVDA/MSFT/APPL are all 3%, and its per-company so GOOG+GOOGL gets capped to 3% too. Also half the cost of XMAG, and in 15 years 3% cap still makes sense where as XMAG list may be silly.

Calele17

NVDA 220 eod, 250 eow

Xtal_D

I like the duality of how I both think NVDA could easily go above 280 this calendar year and how I'm mired in sarcasm about its present performance. Oh, you managed to stay above 209 for a few seconds? Aren't you a good stock? Yes, you are!

MammothBarnacle1722

ORCL feels like boomer AI exposure lol. Probably trades like a muted sympathy gauge for hyperscalers and MU instead of a face ripper either way. My guess is small pop if bookings and cloud backlog are sexy, small drop if they guide “responsibly” and remind everyone they are still Oracle. I’d be more worried about macro or NVDA vibes nuking MU near earnings than Uncle Sam taking an ORCL equity stake, that’s tinfoil hat tier even for this casino.

happy123z

I mean BWET is up 1000% last 5 months. AXTI is up 440% last 5 months. Sure they may stop right here or go down. Or they may continue. This is it happening. Point to where on the NVDA chart you would buy and where would you say It's ran up too much, it's too late? NVDA is up 46% in the last year and FIX Is up 270%. KORU is up 1000%.

Icy_Abbreviations167

This entire post reads like it was generated specifically to trigger arguments from MSFT and NVDA holders

Ziegelmarkt

I think it's going to lead to greater volatility. Look what happened with Broadcom after their relatively positive call. Now imagine it being NVDA, GOOG whatever other megacap having a slightly negative call. The swings are going to be absolutely massive.

big-baller-47

NVDA being a 5T company makes it harder to move as much as MU which is just 1T

Open_Obligation_1624

MU, SNDK, NVDA, AVGO all low forward PE

music_is_gud

NVDA This stock is absolutely incapable of pumping 😂

Emilio___Molestevez

bubble this, blah blah blah $NVDA sub-$300 is objectively fucking CRIMINAL

wallstreetdiva37

Add NVDA to the list too. pos does not budge

Aromatic-Ad-6244

Hell yeah bro. I'll watch and touch myself. Anthing to help out a fellow NVDA bull.

FaithlessnessIcy3875

I'll fucking suck Jensen dick if NVDA goes to 230 this week

Mean_Elevator_7391

Knicks seeep and NVDA PUMP

Old-Table6233

NVDA

booobReviewer

Your instinct to swap out QQQM is solid, but maybe not for the reasons you think. VOO already has heavy mega-cap tech exposure (NVDA, AAPL, MSFT are ~20% of VOO). Adding QQQM, SPMO, and VGT on top of that gives you massive overlap — basically your whole portfolio is US large-cap growth. Swapping QQQM for AVUV (small-cap value) and VXUS (international) would actually diversify you. AVUV gives you exposure to smaller companies that are historically cheaper and have higher expected returns (the Fama-French value premium). VXUS gives you non-US exposure, which reduces your country-specific risk. For the remaining "growth" allocation, VGT already covers tech. You could drop SPMO as well (it's momentum factor, which overlaps with growth) and just hold VOO + VGT for US, then add AVUV + VXUS for diversification.

booobReviewer

Reddit's data licensing deals (like the $60M/yr Google deal) are real revenue, but they're not material for the broader AI trade. Even if Reddit's data were pulled tomorrow, the major AI models have already been trained on years of Reddit data — the marginal value of new Reddit posts for training frontier models is small. The bigger AI trade story is inference compute demand (NVDA, AVGO) and enterprise SaaS adoption, neither of which depends on social media data licensing.

Xtal_D

1 month NVDA -1.24% MU +46.8 3 month NVDA +17.48% MU +156.46% Jensen should pump NVDA. (Coincidentally, MU and NVDA are the only individual stocks I own right now.)

Effective_End8731

RACK Came too late and also doesn't seem to have exposure the types of things that will go explosive. It has dipped a bit and will likely slowly start to climb. Will probably stay a thing over the next year. DRAM is the most likely for outsized performance but its also the one that will knock back the hardest. SMH I think is starting to test its limits before people will expect real numbers to back the valuations. Also remember that chip technology increases potency over its life, but AI only needs to be "so good" to mostly correctly answer the average persons requests so the footprint to AI delivery ratio is going to get smaller and the expectation of AI prices to reduce as competition increases and older models satisfy needs will crunch on profit margins. The AI boom is a temporary boom and I estimate will go the way of the internet service providers - eventually price competition will come when there enough models that do "good enough" to get buy. We aren't near that yet, Claude seems to have a firm grip on things. I feel like we are pretty much already priced for 1 to 2 years out. Over the next 10 to 20 you will see the efficiency squeeze, so I don't expect DRAM / SMH / MU to keep bringing the heat over and over again, it will cool off. It may not ever pop, as I think they are capable of expanding to meet the demand, but profit margins will decrease. You'll see more transitions like NVDA to stock buybacks and higher "dividend" payouts as they convert to stable cash giants instead of massive growth engines. The next move I think is coming up with cleaner energy solutions to feed these data centers as they are already causing power resource problems. I don't think this will be a massive trend as there aren't massive returns in this market, but innovator and leaders in these sectors will get a nice boost of returns if the solutions are built right. I think of Data centers like real estate, but a real estate that exponentially extends vertically, so your 1 story becomes a 10 story becomes a 100 story. Pretty soon, you need less horizontal real estate, so there will be big data center buy in, but in 10 to 20 years the data center business will be a cut throat price competition of thin margins as processing power improves. Bottle neck will eventually become rare metals and resources. Maybe not in our lifetime, but wars and planetary exploration will ultimately come down to that - finite rare earth minerals and metals. There will always be demand for Chips and processing power, so its not something that will likely ever massively pull back, but price may recede if true price competition becomes an issue. At that point it will be which companies continue to innovate that keep the ball moving forward, vs the ones that become Nike and start falling year over year until they reach a fair valuation. For long term Minerals -> AI platforms -> Hardware -> Energy is my priority idea of where the big gains still lie. Data centers will be very profitable for the next 5 years, but past that - the replacement cost and real estate to efficiency ratios may start to take a toll. We shall see. That's my2 cents

smashnmashbruh

It’s all basically the same. **Nvidia alone makes up nearly 12% of your entire portfolio**, and just four stocks (NVDA, AVGO, MSFT, AAPL) will be over 30%.

Maximum-Classic3416

Was buying NVDA 212.5 C expiring Friday good idea or bad???

jpric155

So then NVDA is capturing 10%? Is that realistic to you?

Overgrown_Dreams89

NVDA Calls tomorrow thank me Later

Background-Nothing71

Hmmm bought a bunch of NVDA calls on Friday, decided to sell at breakeven today. Couldn’t stomach holding this week. BUT I am still holding PLTR and AVGO calls like a highly regarded individual.

savingstrainagain

Are these data centers even being built? Rumors of NVDA gpus and other components just sitting in warehouses unused waiting on data centers that haven’t even broke ground

Wall_St_Bussy

The wsb daily thread is going to be the new stress test for benchmarking NVDA gpus

cynicalhuang

Hold NVDA shares for 10 years lol

Ambitious_Designer97

The next NVDA is NVDA

Muted_Wasabi_1284

Do you also hold Goog, Amzn and NVDA lol

Overgrown_Dreams89

NVDA calls

Upper-Difficulty660

Well that's nice...... all my stocks have taken a big dump except NVDA. That makes it alright

PalpateMe

I need a fortune teller to let me know if NVDA will go up tomorrow

ComprehensiveFly593

what's the BB thesis? Robotics? If it becomes the android of robots, I imagine it's going to be bought out sometime this year or next. I personally don't see NVDA doubling from here. BB is cheap enough that if there is something worth buying an extra billion or two won't matter at all.

wsbgodly123

They need to announce a deal where they invest $100 billion in NVDA chips and NVDA announces that NVDA will invest $100 billion in Apple Carplay AI development

Candid-Highlight-616

As an AAPL engineer since 2016... every single time I sold AAPL RSUs it was a mistake to do so in the long-run. I'm extremely concentrated in it but I can live with that. I do wish I exposed myself more to AI growth through semi stocks (NVDA, MU, AMD, SNDK, etc). I did so to a lesser extent and still did well. Could've been better but you win some and lose some. As far as AAPL stock is concerned. I think I'll end up simply borrowing against it and not pay the capital gains tax ever... Or at least not until retirement when I can liquidate it in lower income tax brackets. Preferably outside California.

HG21Reaper

>space launch industry will grow very slow and the competition will grow very fast. China, India, EU will ensure there are many options available. If the current space launch industry (US based) will grow very slow and the competition (China, India, EU, Brasil, Japan, Australia, Russia) will grow fast, they would have done it already. If the other countries were able to launch rockets and land them as efficiently as SpaceX can, they would be doing exactly that right now. But the reality is that SpaceX is about 10-15 years ahead of everyone else outside of the US. You also have to factor other companies that are betting on SpaceX maintaining their astronautical dominance like Lockheed Martin, Boeing, Planet Labs, AST, NVDA amongst others. SpaceX right now doesn’t have the revenue to be “valued” at 1.5T. But you really think that no one is going to want to use their services and would rather go with China, India or Russia? There literally is an entire industry that is being built for space communication worth billions that is being overshadowed by AI.

TheSauce69

If NVDA price action was even 10% less gay, it would cure aids

Straight_Ad_87

NVDA calls burned me today. Partly greed… partly retardedness

GrandNectarine2489

Spacex is gonna tank hard days after IPO, not sure how people don't get it. CRBS, Cerebrus (the next NVDA) literally went down after starting pretty high.

Ghostehz

Who the fuck is holding NVDA hostage man goddamn

ComprehensiveDoor130

My proudest and most profitable is buying NVDA in 2002 and never selling.

spellbreaker

Amazing how the big boys keep QQQ somewhat delta-neutral during these giant cliff dives by the biggest tickers. AAPL is the largest share in QQQ and it dove ~4% in 40 minutes but QQQ stayed within a 40 cent range the whole time because NVDA and others rose at the same time.

DisgrunltedDan

Apple tanks. Market makers, fineeeee let Msft go up a bit , send NVDA up a bit too . We can’t let it go down 

tocinoman

Just scalped $80 off NVDA poot spreads, so that's my win for today. Pay no attention to the losses elsewhere in my account.

Straight_Ad_87

Fuck NVDA. Might as well have just lit my money on fire.

Legendary-Lemon

It’s year 2035. MSFT, GOOG, META, AMZN operate now under a single stock called BAG4. They dilute every quarter to pay for AI use cases but no one is using them. AMD stock value is $4000 and NVDA $15000. Inflation is 85% and gas is $98 per gallon. Bulls keep saying: stonks only go up, I don’t care about inflation, while living in their car, even though they have 10 million dollars in their bank accounts.

FreeformSensei

GRRR - I’m not saying it’s gonna hit or even get close to NVDA market cap. As far as upside, it’s trading at a $480 million market cap right now. If they execute their contracts announced up to this point, I think this company could be worth over a $7.5 billion market cap by 2028 ($2.5 billion by 2027).

Samjabr

So, APPL finally makes Siri not retarded and that's worth a 2x NVDA forward PE 🤡

Mobile-Bar7732

Haven't you changed your morning cereal from wheaties to NVDA chips? If collect 300 million of them, you can have a data center in your backyard and your neighbors can pay all the hydro/water bills.

option-trader

The next NVDA was MU. Did you miss that one too? I can understand some folks pointing to SNDK, but I believe MU's profit margins are as close to NVDA as any mega cap stocks will ever get.

FartPolluter

MU bois desperately trying to pretend an NVDA monopoly is bullish

aka_crashoverride

NVDA chart is straight stoopid.

Samjabr

How the Fk is APPL trading with a PE ~2x NVDA?

AnyHat8807

NVDA 2 yr out puts might be the next nvda if bubble collapses. Not saying AI is going anywhere, but big tech will sooner or later realise theres not 100's of billions ROI in being 1% better than open source free models.

AnyGivenSundas

It won’t be an NVDA per se but it will be one everyone wish they had paid attention to. CPSH

gclary

MAG 7 are spending the money, MU, NVDA and MRVL are receiving the money.

StonedStoufer

| Day | Trade | Start | End | Profit | Return | |---|---|---:|---:|---:|---:| | 1 | NVDA | $100.00 | $150.44 | +$50.44 | +50.44% | | 2 | NVDA | $165.44\* | $185.01 | +$19.57 | +11.83% | | 3 | RCAT | $185.01 | $233.33 | +$48.32 | +26.12% | | 4 | NVDA | $233.33 | $387.69 | +$154.36 | +66.16% | | 5 | NVDA | $387.69 | $547.65 | +$159.96 | +41.26% | | 6 | QQQ | $547.65 | $735.56 | +$187.91 | +34.31% | | 7 | NVDA | $735.56 | $880.59 | +$145.03 | +19.72% | | 8 | QQQ | $880.59 | $1,011.56 | +$130.97 | +14.87% | | 9 | NVDA | $1,011.56 | $385.35 | -$626.21 | -61.91% | | 10 | NVDA | $385.35 | $464.49 | +$79.14 | +20.54% | \* Includes the $15 deposit.

Tall-Illustrator543

Trump admin just declared one of NVDA's suspected largest customers of being a Chinese military firm but it's jensen so he gets a pass

Straight_Ad_87

Buy NVDA or ur gay

Straight_Ad_87

NVDA you are a smelly, worthless cow.

AwkwardNovel7

pump NVDA pumppppppp

da-pkitty

Talking to the NVDA chart like the girl from obsession for the past week. no no no NO NO DONT DO THATTT I THOUGHT WE WERE HAVING A NICE DATE

jeffynihao

CBRS going up is bearish for NVDA isnt it?

Repsj1

$AMPG just revealed on their website NVDA and Amazon are their customers.. that explains the surge