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NVDA

NVIDIA Corporation

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What stocks are you buying or dumping when China makes a move on Taiwan?

One Assumption is Clear. The Markets won’t end..

73% of AI capex plays underperform

$GOOGL AI Complex will beat OpenAI and $NVDA

Quantum stocks are moving, but I think the market is reacting faster than the fundamentals.

Bear case on IQ tax meme stocks during SpaceX IPO.

Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation

Posted GEX levels before market open Friday— 8 out of 11 held at king by close

1600 to 16k using $NBIS 1DTE, bet on NVDA earnings lifting the sector

NVDA and the demand cliff

MU set up for NVDA like revenue growth

I was given a sign; Call Options?

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Portfolio sell off.

28M ~20k portfolio... How cooked am I?

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Does anyone else hate looking at new stocks when you are already 95% fully invested?

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I may be the worst stock picker there is

GOOGL is looking real Smug for a company who was almost destroyed 1 year ago

Google is looking real Smug for a company who was almost destroyed 1 year ago.

Enough is enough fk u quantum/space regards making money - top is in

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Quantum computing catalyst drives capital into semiconductor infrastructure leaders

My 4080 laptop gpu died before the market opened, uh.

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Jensen Huang says Nvidia has "largely conceded" China's AI chip market to Huawei, yet zero H200 chips have actually shipped

i need to know

Asymmetric bet on power generation

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Asymmetric bet on power generation

Asymmetric bet on power generation

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Asymmetric bet on power generation

Asymmetric bet on power generation

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NVDA's networking line is the read-through nobody is pricing

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NVDA Earnings came out - Post-Mortem of the Long straddle I tracked

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NVDA Earnings Announcement Vol Crush Trade Postmortem

🚨 YOLO DD: THE NEXT BIG STOCK ISN’T IN SILICON VALLEY — IT’S IN SILICONE FACTORIES 🚨

Ancient Alien Plays

The Real world Matrix/I Robot is coming, and if you don’t own the right stock you’re F*ked.

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Ran NVDA through my X-RAY tool 81/100...

No More PDT Restriction

$SOUN going to 0$

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This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?

NVDA Analysis — Setup or Pass?

NVDA price target raised across the board

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I built the most honest VRP put credit spread backtest I could. 7 years, 5 symbols. Terrible

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NVDA 🤌🏻🙄

Congress keeps buying the dip better than I do

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I tracked recent Congress stock trades - here are the most actively bought stocks this month

NVDA beat earnings, semis rallied hard, and institutions spent the day selling calls into strength. What does that tell you?

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$NVDA — Bullish signals forming on daily chart

NVDA's calls died so other calls can live

NVDA crushed numbers, still dropped 1.6%. Same old story?

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let's talk about the NVDA earning

Jensen Huang is getting extra $200 million annual income by simply increasing NVDA dividends by 25 cents per share.

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Long DAMD (short AMD)

$NVDA - Live Earnings Reaction!

Luckily I regarded puts on NVDA.....

Nvidia $NVDA Q1’27 EARNINGS HIGHLIGHTS

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NVDA Quarterly Revenue $81.6 billion (up 85% YoY)

$NVDA earnings

Buy $15k worth of NVDA before the market closes! Place your bets bros! Waiting for the earnings report! 🚀

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NVDA Earnings Trade - Gonna Play or Sit Out?

Listening to the $NVDA earnings call with 0.7 shares

$NVDA bulls after tonight’s Earnings Report

NVDA earnings 600k yolo

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In anticipation of NVDA earnings report, I bought a lot of stock.

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NVDA earnings are here again will this be another “good news but stock drops” situation?

Options Newbie (Sorta)

420.69% NVDA Gains

Tech strength today looks concentrated in semis and mega caps

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What stock today feels like RKLB at $5 or PLTR before everyone suddenly “always believed”?

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NVIDIA earnings, more about AI demand expectations than the headline numbers

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Market looks strong but is it basically just NVDA and friends carrying everything?

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Wanting to add

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A massive VIX tail hedge got opened

Its over for us NVDA Call holders.

NVDA update – 0.77% drip... Put Wall at $220, we're sitting right on it

NVDA earnings May 20 – same drop or different?

A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week

What do expect from Today´s NVDA earnings?

Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App

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Nvidia starts shipping Vera CPUs to OpenAI, Anthropic, and SpaceX AI right before earnings

The best NVDA DD

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Is too much money in a HYSA a waste of capital?

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Why the Stock Market Can Literally Never Go Down Again

You win some, you lose some

You win some, you lose some

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NVDA earnings

Yolo'd $NVDA calls. I know it dumped the last couple of earning but anyone else buying calls?

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Why is everyone so down? Based off these subs, everyone is investing, sooooo

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Why is the market so bad for ai right now? Is it normal for it to fluctuate like this

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NVDA Call Holders after earnings tomorrow

Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M

Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

I give up - 100k down

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$WOLF Shorts doubling down positions

Actual performance of Leopold fund Semiconductor PUTS

NVDA Eearnings - How A long straddle trade might play out post earnings IV Crush - Another Black-Scholz mathematical analysis

NVDA - Haven’t traded options in years

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Going to take a break after NVDA Q1 earnings

$CC - The next AI bottle neck?

Mentions

I’ve had NVDA since 2016 because I built my PC in 2015 and loved my GTX 970. Bought shares for $42 before any splits. Roughly $1.25 in today’s price if you look at the graph

Mentions:#NVDA#PC#GTX

You can’t just extend to 46 without also extending the future worth of NVDA. It’ll still be more expensive than $400 per fuck at twice a week.

Mentions:#NVDA

24% is still insane concentration for your entire portfolio, especially since SMH itself is 18% NVDA. If you can tolerate the risk long-term, then go for it, but you could at least diversify more across the semiconductor industry by moving some profits into SOXX.

You keep shilling that stupid stock but every time I ask you about it, I never get an answer: Why should I buy an apparel company facing declining sales, high debt and bearish analysts when the have a P/E ration lower than NVDA?

Mentions:#NVDA

Damn dude. Nice returns. I bought the stock on the NVDA news and have done well but not that well.

Mentions:#NVDA

Oh boy, sounds like a painful learning experience. Still, thanks for sharing. I guess your plan is to keep rolling? What happens if NVDA keeps going and going up?

Mentions:#NVDA

okay, this is a bit much. Nvda could absolutely be 10x in the future but in just 2-3 years seems unrealistic, even for the biggest of bulls. That being said, NVDA could more reasonably 2, 3, … 5x in 2-3 years… Looks more than reasonable to at least double in the next couple years, imo.

Mentions:#NVDA

Markets closed Monday so I’m gonna it’s still gonna be SPY 743.74 NVDA 214.28

Mentions:#SPY#NVDA

Greatness bro!!! I am rapidly buying AAPl, NVDA, AVGo as I get paid for small jobs fractions sometimes holla at me in 15 years to see the elation.

Mentions:#NVDA

using around $2M of margin for CSP and own 14.5K of NVDA for CC.

Mentions:#NVDA

So Wall Street AIs know NVDA knows the future.

Mentions:#NVDA

Only you have the power to move NVDA

Mentions:#NVDA

NVDA - that stock was going nowhere.

Mentions:#NVDA

AMD currently 481.44 NVDA currently 220.59

Mentions:#AMD#NVDA

Here is why we don’t need to worry, in the dot com we had more than double the companies traded publically. And IPOs hitting twice as much! The issue with public markets are they are shrinking and institutions and the public are desperate for fresh meat so to speak. These companies coming online are the apex predators of their class. We need that, we need more public companies. Everything can’t be private anymore. Otherwise the public markets will start to seize up. This takes the pressure off NVDA ER in the future if they start slowing

Mentions:#NVDA

And you never bought NVDA again? No way you would have held on to those shares for all this time anyway.

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If I had to choose one stock that would benefit burning the smallest possible way, I would say NVDA lol

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Guess NVDA price EOW

Mentions:#NVDA

Sold 117 shares of Dell in 1991 to buy her a wedding gift animated cel in The Little Mermaid auction. Held NVDA many times, always as a graphics card maker trading in the teens (vs ATI…no idea how they ended up).

Mentions:#NVDA#ATI

Why is everyone spamming NVDA? It's the fucking weekend

Mentions:#NVDA

LFGOO 🤑 > NVDA is doubling down on a $200B CPU TAM by 2030. > > The NVIDIA Vera CPU features up to 1.5 TB of LPDDR5X memory per socket. This massive memory subsystem utilizes Small Outline Compression Attached Memory Modules (SOCAMM) to deliver up to 1.2 TB/s of bandwidth.

Mentions:#NVDA

I sold my NVDA, AMD, TSLA stock very early. They all account to 2 mil in today's money. I could have retired with that money adding to my existing 1.5 mil. It hurts a lot. My friend asked me recently have you ever lost anything, I explained my story and he laughed his ass off

Feels like NVDA is not in a up phase right now

Mentions:#NVDA

NVDA 230 EOW is a real possibility

Mentions:#NVDA

They have increased their guidance from 60B to 120B. I am guessing they have good commitments. That was the reason fpr stock spike. I hold both NVDA and AMD and feel NVDA is overvalued for sure. Also GPU demand is flatlining now. We are in Phase 2 of AI (Agentic AI). No more this 'Chat AI' (GPT/Gemini thing). Agentic needs more CPUs. Phase 1 AI : 1 CPU per 8 GPU was the ratio Pahse 2 Agentic AI : 4 CPU per 8 GPU and Intel, AMD, IBM, Cisco and many other claim the ratio could become 1:1 So technically more CPUs are needed for Agentic. nVidia ia unable to debunk this, instead they are now entering CPU race (Vera/Rubin) which practically confirms what others are saying is right. Its nVidia who needs to show now Rev from CPUs.

Mentions:#NVDA#AMD#IBM

Sold NVDA covered calls 11 minutes before the closing bell Friday Cool...cool. Goodbye.

Mentions:#NVDA

Thoughts on going all in on NVDA at current price? 8% off ATH feels tempting.

Mentions:#NVDA

NVDA investigation update coming in June following Tech earnings.

Mentions:#NVDA

BREAKING NEWS: Pakistani General says NVDA absolutely ripping next week

Mentions:#NVDA

Not putting salt to your wound, and true love is priceless, but tiny bit painful? For the pain to be tiny, 2 conditions have to be met: 1. She would not have said yes if you had not bought her a $1000 ring; 2. NVDA was your only choice to sell to have that $1000.

Mentions:#NVDA

Some dude lost 600k on 1st NVDA calls, shit happens move on

Mentions:#NVDA

I wouldn’t call NVDA picks and shovels- they are the underlying hardware fueling this boom. Anthropic is expected to be profitable this quarter. Tesla didn’t become profitable for 17 years- we are only a few years in. This year the AI usage, output and impact really started picking up in Q1 and it’s become completely integrated in every tech company. Results are starting to show.

Mentions:#NVDA

I nearly sold my NVDA stock at $22 around 2010 or 2011 but I forgot my password and got locked out of my account.

Mentions:#NVDA

Gold rush Companies selling picks and shovels (NVDA, GEV, etc.) enjoy a boom in profits. How long their success lasts depends on the gold diggers (AI producers) Companies producing AI are not profitable because of their AI segments. Some (META, GOOG) are profitable from other segments of their business, and AI is boosting revenue but still not at a level to justify the CapEx. Others like OpenAI effectively run at a loss. If AI producers fail to realize sufficient earnings, there's hundreds of "picks and shovels " companies that will tank.

I’m long Dell. But after Friday’s jump, I’m avoiding ER. If anything, I’ll play it for an inside expected range drop (ala NVDA)

Mentions:#NVDA

Take it from someone extremely seasoned in this arena. It is difficult to sell winners. It is also difficult (maybe more so) to sell losers. You need to put a system in place. Some have mentioned selling a little bit on the way up, and this is actually a good idea. I'm not talking about selling half (except maybe with options, due to the heavy leverage). In options, I've been up over 400k and two weeks later only made 80k. It can be brutal. So never get greedy with options. You can't lose taking profits. But speaking of Micron, I learned something valuable early in my career. I bought a stock at 80¢ ...sold it at $1.80 thought I was a genius. 😂 Then it kept going up, but on higher volume (institutions started stepping in). I held my breath and tripled down on my original position (at the time I bought I had zero left). It proceeding to go to $30 over the next year. I sold chunks in the $20s. The lesson: You can't know for sure what will happen. But if you see increasing institutional buying on volume, and when it goes down volume is lighter, this is likely them trying to wash out weak hands. The % drop doesn't matter. The volume and direction do. As for Micron, I sold some at $460. Bad mistake. I did more research, and rebought and bought more. Micron is going to $1,500-$2,000. These numbers weren't randomly picked by me. And the NVDA earnings call strongly strengthened this narrative. But I heavily digressed. To answer your original question, It is best to trim as it rises, especially if the rise is a spike. When it spikes it often will correct somewhat at least. If you still like it and it's momo and see good volume increases as it rises, you can buy more. But you always have to be careful of geopolitical bs or some.crqzy virus or terrorism screwing up everything. Good luck.

Mentions:#NVDA

The NVDA weekend move is already at 220

Mentions:#NVDA

##Probably not a good time to short AMD, Market didn't seem to like NVDA story, They were questioned on CPUs, nVidia threw some $200B number and next day in some interview they got cornered and accepted it was cumulative of China (where China just refused to buy any chips), Also China trip turned out ro be waste. I can see why nVidia went down and Intel/AMD went up. I mean cmon if I were a hyperscaler 'Would I buy CPUs (Vera/Rubin) or from established brands (Intel/AMD)'.. Not saying nVidia wont dominted CPUs one day but not in their 1st year or 1st model itself. Also nVidia venturing into CPU itselfs saying they are accepting the wind is shifting from GPU to CPU. # The only way nVidia can rise now is they got to announce big mullti billion CPU deals with hyper scalers (like how they did with GPUs for all FANG ones). Otherwise Market wonr trust nVidia.

If this price is at the rock bottom, I still buying while the price is going upstairs so Theta decay is just the cost of doing business. NEar the top, Im selling piece meal to hedge that theta. I traded NVDA via NVDL in 2023 and 2024 at full throttle and did well

Mentions:#NVDA#NVDL

NVDA ripping 10% on Tuesday!!!

Mentions:#NVDA

Sold my APPL in ‘21 and put it all into NVDA, never been happier

Mentions:#NVDA

Typical NVDA. More like, when hasn’t this happened? Don’t be afraid and panic. Hold.

Mentions:#NVDA

Already knees deep on NVDA CC. I keep rolling it till either NVDA comes down or eventually I’ll need the money and I let them get called away. Currently most of money sits on SPAXX Fidelity money market and am making around 3% year. I also try to sell CSPs to kind of double dip on SPAXX with CSPs premiums. The downside is I could end up owing the stock but I’m picking stocks I like. If I could get that 5% yearly without doing all this extra work it’d be great.

Mentions:#NVDA#SPAXX

It is the law of the universe, that because that 600k NVDA guy's calls expired worthless on Friday, NVDA will pump on Tuesday. Sorry bers, I don't make the rules

Mentions:#NVDA

🚨Iran deal will include $800bn worth of CHIPS from NVDA

Mentions:#NVDA

PLTR for winner. I'm not so sure a blockade would have the effect you are thinking about TSMC has chip fabs both in US and China. TSMC Taiwanese engineers work in both China and US. I see TSMC could easily bifurcate for China market and US market. NVDA and AMD are both US companies being led by Americans of Taiwanese background. So I don't see how a blocakde would effect them.

NVDA $230 next week would be tight.

Mentions:#NVDA

OMG, I'm not debating someone like you that can't stay on subject. This is call deflection and it's a sign someone is desperate and lost the main thesis. You sound desperate to find anything to argue about. My last comment: Inventory days has historically been 92 to 115. Yes it's an increase. This being said, it's a new product launch requiring prepurchases of memory, fiber, networking fabric, packaging, and more. Meanwhile, memory is a SIGNIFICANT COST for AI, and memory is up 3x to 6x depending on what you're reading. With high demand comes higher costs, which means DIO will climb. I don't even own 1 dang share of NVDA. Short the stock. I don't care. I'm just calling you out on "inventory."

Mentions:#COST#NVDA

The trick is, usually MU is up a week after earnings. Forget NVDA

Mentions:#MU#NVDA

Friendly reminder that NVDA could open at 250 on tuesday if the war is truly over

Mentions:#NVDA

Worth separating two different bets here: NVDA/MU/ARM are infrastructure plays with quantum as a free call option on top of already-defensible fundamentals. Pure quantum names are timeline bets — you're not analyzing a business, you're pricing a sequence of technical and commercial milestones that are hard to underwrite. Government money extends the runway, but it doesn't change the gap between current qubits and commercially viable error-corrected systems. That gap is still measured in years, not quarters. The market is pricing the former as if it's solving the latter.

Mentions:#NVDA#MU#ARM

Friendly reminder that the kids on the NVDA sub genuinely thought 250-300 was locked in post earnings

Mentions:#NVDA

NVDA -5% somehow that day

Mentions:#NVDA

Be honest, you probably would've sold when NVDA hit 30 (double your money).

Mentions:#NVDA

I bought NVDA at $19

Mentions:#NVDA

Because Huawei can print chips as small as TSMC can and that means they consume significantly more power (about 400% more) to do the same task. Will they catch up? Maybe, but until they do it does make them uncompetitive. I mean running AI mostly loses money still even with NVDA chips, it costs more with Huawei chips (though not quite 400%, because Huawei chips are cheaper to produce so the upfront cost is lower). China does subsidize companies using local chips so cost is not as big of an issue, but electric power is not just a matter of money , it is a limited resource; especially now with the strait of Hormuz blocked. So I would not be thing,surprised if they did buy at least some H200s just to ease the impact on the electric grid. Though I think they won't kill the subsidies either. They can have their cake and eat it too so to speak. They will continue to buy their own chips so they can be tested and developed further while also buying NVDA to reduce demand on their power grid in strategic locations.

Mentions:#NVDA

USA did it! Opened the straight!! NVDA chips can now flow through!

Mentions:#NVDA

Cheap IV into NVDA earnings is rare enough to make me interested too.

Mentions:#NVDA

> Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough). Please explain

Mentions:#NVDA#AMD

When I first saw this I thought your wife became NVDA

Mentions:#NVDA

NVDA still probably gonna drop somehow

Mentions:#NVDA

And NVDA will still be down post-earnings.

Mentions:#NVDA

Is NVDA finally going up or are we still pouting about earnings not being $3 septillion?

Mentions:#NVDA

I'm sitting at 1000% return on my NVDA stocks. Holding.

Mentions:#NVDA

MSFT, NVDA, Netflix will sit out the party. Guaranteed

Mentions:#MSFT#NVDA

As someone who also held NVDA back then, this is exactly the case. Anyway, any of us could all pretend we held any of our stocks, or purchased any hypothetical stock, seems crazy to pretend we had it and missed out on something.

Mentions:#NVDA

NVDA will still go down cuz I own it btw

Mentions:#NVDA

Let’s say you buy 100 shares of NBIS for whatever the current price is and then you sell a CC and get paid 1K 1000(premium)/100(the amount of shares) = 10 That means the stock could drop down up to $10 and you would be at breakeven before you actually were to lose money on your long position. If the stock were to go lower, you could buy back the CC for a very cheap price and sell another for 1K or however much the premiums are. The same principle still applies and you are covered however much the amount comes to when you divide premium by the number of shares. For example I got paid over 5.6K this past week selling 3 CCs. That +5.6K/300 = $18 and some change, so that meant that Nebius could drop $18 and I would still be fine because the premiums covers that drop. I actually started out with 4K and NBIS came down before NVDA reported earnings. I ended up buying back those 3 CCs for cheaper (I kept 3K profit from that) and sold another 3 CCs which brought me to over 5.6K And I also had bought some calls because I knew there was a possibility NBIS would retrace, which it did and I ended up making even more money from the calls I bought. Finishing the week with $7,122.59 in profit and the majority of that came from me selling CCs 🌝

Mentions:#NBIS#NVDA

If only NVDA open at $221 👀

Mentions:#NVDA

Asking the same question for my 222.5 Friday NVDA call

Mentions:#NVDA

Well, NVDA didn’t really become NVDA until last 2010’s and probably more around 2023 when it went from like a $300b company to a $3T company. Not to mention you would have to hold during the lost decade (2000’s), the 2008 financial crisis, I believe the stock dipped in 2015, and hold through the covid / inflation crash of 2022 to get here and hold a stock for 23 years. 🤣 Nice to think about tho! An I’d trade my wife for $1.8 mil in a heartbeat! However she’d easily trade me for just a nice pair of designer Italian shoes so don’t feel too bad for her.

Mentions:#NVDA

Will my May 29th $222.5 NVDA call, print???

Mentions:#NVDA

honestly man, every single person who ever sold NVDA is in the same situation

Mentions:#NVDA

Maybe my May 29th $222.5 NVDA strk hit

Mentions:#NVDA

We all have coulda shouldas brother. I’d have 5 mil in NVDA alone if I hadn’t sold mine during mid 2000s when it went sideways for years and I was an idiot. *still am an idiot

Mentions:#NVDA

What site has that calculator? I had 1000 shares of NVDA in 2008, bought at $4 and sold at $8. I want to run the numbers and kick myself in the nuts too.

Mentions:#NVDA

Engagement ring $1000. Value of NVDA if not sold, $2 Mil. Happy face of wife when she received the ring, priceless...

Mentions:#NVDA

Curious what made you buy NVDA initially 23 year ago?

Mentions:#NVDA

Likely you wouldn’t have held anyway. If you had that much conviction in the stock, NVDA didn’t really start taking off until 2017. You had at least 10 years to buy back in at similar prices.

Mentions:#NVDA

I'd rather have a happy wife and life over NVDA any damn day of the year.

Mentions:#NVDA

If there's a CPU shortage then why were earnings so mid? I mean when NVDA was blowing out earnings it was crazy, expectations were 20 billion and they would guide for 30 billion. Now we got AMD projecting 11 billion against 10 billion expected which sure is a beat but isn't like with NVDA.

Mentions:#NVDA#AMD

One thing I'd add — even with the demand-cliff debate, NVDA is still by far the most-mentioned single equity in analyst commentary I've been tracking, roughly 60+ calls in the last 24h vs anything else in big tech. Attention hasn't softened at all, which doesn't mean the cliff thesis is wrong, but the "people are quietly bailing" narrative isn't really showing up in the chatter yet. Just an observation, not a position call.

Mentions:#NVDA

Does this change the conclusion that $GOOGL is riding on a wave that will slowly eat away at the $NVDA OpenAI and related stock complex?

Mentions:#GOOGL#NVDA

No not at all, OKLO and SMR dont even do the dame type of smr reactor. OKLO has already partnered with NVDA and META and they are also focusing on nuclear recycling. They have also said they will beat DOE's deadline of criticality before July 4th.

AMD last year around $100 - everybody was riding the NVDA hype train, to me it was obvious that AMD is a quality company with quality leadership and the only competition to NVDA. GOOG - basically the same idea, back thrn people thought ChatGPT was the runaway winner. And goog also had some legal issues that got resolved.

NVDA is old news, they have just become a dividend stock. It's tech stock for geezers bro

Mentions:#NVDA

I hope my NVDA calls need it but this is what the 6th time we have been close to a deal/agreement so who knows.

Mentions:#NVDA

on the plus side, Nvidia is not overvalued and might be one of the actual best long positions in the AI battlefield. Many other stocks will drop by a large amount eventually when supply catches up with them (I'm looking at you DRAM). AMD will probably drop a lot too once the AI craze peters out. I own a lot of AMD but I think people are buying it on pure speculation. It is over bought and over priced. Yes things are improving rapidly for AMD but NVDA seems to be stronger fundamentally

Mentions:#AMD#NVDA

You should be more afraid of NVDA, and the AI bubble crashing.

Mentions:#NVDA

As a fellow finance student WSJ is a terrible source lol. Nonetheless, no SpaceX hasn’t captured the love market share that a company like Nvidia or google has. If SpaceX crashes on arrival it’s because of bad fundamentals and delusional valuations. That won’t affect the major indexes. If Nvidia crashes the market dies, because Nvidia is somehow actually posting the mind blowing revenue figures AND delivering products. NVDA valuation is insane, but they’re a solvent business and they’ve captured a huge percentage of the market.

Mentions:#NVDA

You’re crazy… it will reach 1 trillion dollars evaluation… it’s like NVDA

Mentions:#NVDA

NVDA closed at $215, so are you saying it will gravitate towards 225 by next Friday

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Have we gotten a loss porn update from NVDA calls guy yet

Mentions:#NVDA

With mainstream 23/5 markets planned for later in the year and the indices lowering their inclusion standards, I think it's going to get quite a bit harder for retail investors going forward. The days of good companies like the Mag7 carrying the indices with easy returns are likely over due to the law of large numbers. Companies like NVDA and GOOGLE are now to big to keep doubling.

Mentions:#NVDA

OW NVDA vs SMH (Shaking My Head)

Mentions:#NVDA#SMH

based on how their revenue is growing, I think it wont hit 9 trillion in next few years. But they are steady and will keep growing. the brand moat is not going away. Even though chinese flagships have phenomenal specs, even in China Apple is selling well. I could see them do well with their Specs and other not so crazy priced hardware. Even Macbook neo can do 5x sales if they can improve the supply. So I would hold on to my AAPL shares. For some reason I am scared to own NVDA but they can easily double if they keep growing at this crazy rate. I can see them hit 10-12Trillion in next 2 years. GOOG can grow from current price though not sure about doubling. AMZN/MSFT have good potential. Dont like META at all despite them pushing gazllion ads to FB/Insta. But their market cap can grow from current levels. TSLA is not my cup of tea and so I am staying out of it.

I'm holding *shares* in NVDA because it's a solid company that keeps blowing out earnings and has an attractive P/E. In fact, if it drops this week, I'll add to my position even more. It always falls after earnings.

Mentions:#NVDA

I think the Iran war has been a huge headwind on the market because otherwise these stocks are still growing like crazy. There have been significant improvements in the first quarter to programming that will require a lot more compute and it will be realized later in the year or even next year. NVDA is building chips to allow for longer context windows so models are going to keep improving as well allowing LLMs to flex into more roles. There are still reasons to expect AI to continue to grow.

Mentions:#NVDA