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NVDA

NVIDIA Corporation

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Reddit Posts

r/WallStreetbetsELITESee Post

Oi, get on the car. The market took a sharp dive.

r/wallstreetbetsSee Post

YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics

r/optionsSee Post

Bought aftermarket 3/4 expiry SPY puts

r/wallstreetbetsSee Post

Nvidia Blackwell Chip Sets Record

r/stocksSee Post

Investing in AI as opposed to a specific company

r/wallstreetbetsSee Post

Long ITM Call Options?

r/StockMarketSee Post

Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL

r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/wallstreetbetsSee Post

Who should replace Tesla as the newest member of the “Mag 7?”

r/wallstreetbetsSee Post

I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂

r/wallstreetbetsSee Post

NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains

r/wallstreetbetsSee Post

This is crazy..

r/wallstreetbetsSee Post

Any advice on what to YOLO on this week?

r/investingSee Post

This post on NVDA from 8 months ago is a goldmine

r/optionsSee Post

Covered Calls/Puts

r/investingSee Post

Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?

r/investingSee Post

What do you think about my portfolio.

r/wallstreetbetsSee Post

NUE & STLD - TEXAS DEMAND

r/wallstreetbetsSee Post

$6k profit this week from flipping NVDA calls within 1st hour after open.

r/wallstreetbetsSee Post

$6k profit this week from flipping NVDA calls within 1st hour after open.

r/wallstreetbetsSee Post

NVDA gain porn

r/stocksSee Post

Low risk Semis

r/wallstreetbetsSee Post

I just bought some NVDA

r/investingSee Post

Low risk Semi - conductor/s

r/wallstreetbetsSee Post

NVDA free fall until $570 level

r/wallstreetbetsSee Post

Strangely the US wants to Intel to succeed but their price does not look that way

r/optionsSee Post

Is holding onto NVDA long term a bad idea?

r/investingSee Post

Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?

r/stocksSee Post

Question for people who profited from both TSLA and NVDA ?

r/wallstreetbetsSee Post

TSM to the MOOON🚀🚀🚀🚀

r/wallstreetbetsSee Post

Bullish on NVDA after Intel Guidance

r/wallstreetbetsSee Post

Down the rabbit hole we go. What should I yolo my last on?

r/wallstreetbetsSee Post

NVDA 425 PUTS are pupupprinting

r/wallstreetbetsSee Post

Nancy Pelosi is the new Jim Cramer!

r/wallstreetbetsSee Post

Damnit to heck, Cramer just recommended NVDA

r/wallstreetbetsSee Post

Do capital losses work like this?

r/optionsSee Post

NVDA options suggestions

r/pennystocksSee Post

CES 2024: AI field still have a large potential

r/wallstreetbetsSee Post

How to make free money ($1-2k) everyday

r/wallstreetbetsSee Post

I believe them puts on NVDA and AMD I guess?

r/optionsSee Post

Best single day

r/wallstreetbetsSee Post

My top suggested post is a 6 year old NVDA WSB post

r/wallstreetbetsSee Post

KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI

r/wallstreetbetsSee Post

Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀

r/wallstreetbetsSee Post

Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses

r/wallstreetbetsSee Post

Best. Day. Ever.

r/wallstreetbetsSee Post

Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months

r/wallstreetbetsSee Post

Let’s destroy NVDA

r/wallstreetbetsSee Post

Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?

r/smallstreetbetsSee Post

Follow up from my previous post! Still holding NVDA and up a 105% gain

r/wallstreetbetsSee Post

Why is SMCI so hyped?

r/investingSee Post

Why is SMCI so hyped? ....

r/stocksSee Post

Anyone get frustration with themselves not buy more Magnificent 7 ?

r/wallstreetbetsSee Post

How much longer is NVDA going to run?

r/wallstreetbetsSee Post

What's the ceiling?

r/wallstreetbetsSee Post

$18k in NVDA weekly calls

r/optionsSee Post

I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.

r/wallstreetbetsSee Post

Am I doing options right?

r/wallstreetbetsSee Post

If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February

r/wallstreetbetsSee Post

NVDA crash when?

r/stocksSee Post

These are the stocks on my watchlist (1/24)

r/StockMarketSee Post

These are the stocks on my watchlist (1/24)

r/wallstreetbetsSee Post

NVDA to $1000 a share.

r/wallstreetbetsSee Post

103% gain on NVDA

r/optionsSee Post

Losing Position - Wanting Advice

r/wallstreetbetsSee Post

Part two- been practicing option trading (80 % success rate)

r/wallstreetbetsSee Post

PART 2 Been practicing option trading for a year

r/wallstreetbetsSee Post

NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.

r/wallstreetbetsSee Post

Intel upcoming GPU thoughts?

r/stocksSee Post

Investing after divorce

r/stocksSee Post

Best stocks for long-term growth?

r/wallstreetbetsSee Post

Jensen Huang Illustrating How big of Dump NVDA Stock will take

r/wallstreetbetsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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$PYPL Ad: Six innovations that will revolutionize commerce

r/wallstreetbetsSee Post

AMD stock. Buy or no

r/optionsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

r/ShortsqueezeSee Post

Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA

r/wallstreetbetsSee Post

NVDA

r/wallstreetbetsSee Post

NVDA 600 - 1000 next???

r/ShortsqueezeSee Post

All in on AI today over 40% short and bottomed for reversal!!!!!

r/wallstreetbetsSee Post

💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰

r/stocksSee Post

It’s 2024, how are you guys planning on taking advantage the “AI Craze”?

r/stocksSee Post

What are some good long-term high-growth stocks?

r/wallstreetbetsSee Post

Possibility of an NVDA split

r/StockMarketSee Post

Shall I sell NVDA?

r/investingSee Post

TSM - I was right, kind of, and i think there's still more value here.

r/optionsSee Post

Stock replacement strategy

r/optionsSee Post

AMD/Nvidia options a gamma play?

r/wallstreetbetsSee Post

NVDA🤑

r/wallstreetbetsSee Post

CALLS or PUTS tomorrow??

r/stocksSee Post

Portfolio management

r/investingSee Post

2 Part Question about $450k commission

r/wallstreetbetsSee Post

Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”

r/wallstreetbetsSee Post

Am I too late for NVDA calls?

r/wallstreetbetsSee Post

Everything you need to know about AMD in 8 bullet points, before the ER.

r/wallstreetbetsSee Post

How can NVDA be "ignored" when it is a $1.5Trillion company?

r/optionsSee Post

Exit on an NVDA iron condor.

r/stocksSee Post

How I am Positioning myself in the Markets going into 2024

Mentions

Great. Took 20k in tax free profits this morning on NVDA and AMD. Not short intel, and Also held onto my calls despite my trash talking. Also Sold a few CSP's today with assignment around $65. Happy to go long there if we pull back or just collect my premium. The chart looks too good to ignore now we've cleared prior ATHs. although the 128 Forward P/E leaves little margin for error. But PEs dont mean shit in this AI bubble. Very Clearly they dont.

Mentions:#NVDA#AMD

Bro works for NVDA

Mentions:#NVDA

If you have bought NVDA calls for next week, you will either gain a little money or loose too much

Mentions:#NVDA

Yawn, who fucks with NVDA when you can make 300% in SOXL instead

Mentions:#NVDA#SOXL

I made a post where I bought NVDA at $16 and it’s now at $209. I get comments telling me I could lose my entire savings

Mentions:#NVDA

I remember when we were wondering if GOOGL or NVDA would get to 200 first

Mentions:#GOOGL#NVDA

Man, I was +30k by Wednesday this week, but lost it all but $1.3k by close today. All shares. My PLTR RKLB OKLO positions faltered hard end of week. I'm stoked for NVDA though. I have 1000 shares at 99.36 basis, so it's about goddamn time it gained some traction.

now go all in on NVDA calls!!!

Mentions:#NVDA

I admire your optimism! Obviously my opinion is garbage, but I see crypto bleeding out the rest of this yr. Could see a rally going into next prezzie election 🤷. I'm basically out of crypto rn (made some good moneys on $XRP over the yrs). I'm mostly bullish on $NVDA $MSFT $TEM and macros over the next few yrs.

Its on its NVDA run expect 420-450 before year end also INTC will be at 160 by March book it

Mentions:#NVDA#INTC

1m GOOG calls, 150k AMZN calls, 150k in AI company shares (NVDA > MU > IREN > NBIS > CRWV), META calls, MSFT calls, \~200k in other stuff (corp bonds, US bonds, GLD puts, random shit). wow typing it out makes me realize how regarded I am

NVDA at ATH usually precedes its routine plunge to the 165-185 range 😀

Mentions:#NVDA

I shouldn't have sold my $90 NVDA call option leap in 2020(maybe 2021) during the china ban for $1500, I sold because I sold -15% before the meteoric rise and two stock splits, it was worth $45,000 as a January expiry.

Mentions:#NVDA

NVDA 250 by end of June 😌

Mentions:#NVDA

.3214 shares of NVDA and .000014 shares of Sandisk! 169 dollars total bud!

Mentions:#NVDA

He literally has SPY, QQQ, and NVDA..

Mentions:#SPY#QQQ#NVDA

NVDA has been running hard since 2018, you just didn’t know as about it….

Mentions:#NVDA

Just the fact that you were thinking about buying puts on SPY and NVDA right now makes me think that you’re gonna lose this money at some point anyway.

Mentions:#SPY#NVDA

I lost money chasing ibit, RIVN, and bull after my NVDA calls didn't fill at open.

Mentions:#RIVN#NVDA

And NVDA is worth $5 trillion. Everything is priced in and some more.

Mentions:#NVDA

> Curious how everyone else is doing are you guys making money in this market or getting hit like this too? I’m up 70k this month with NVDA, BDT, NBIS, CRWV, AVGO, MSFT. Idk why you’d be bearish right now on semis of all things 

Who says its over? We still have big guys Earning coming up next week. Google, Apple, META, MSFT and Amazon. If they spend more money on A.I then I think AMD, NVDA, TSM and Intel will pump more.

Head is hurting for missing INTC, AMD and NVDA run.. any suggestions?

Channeling boomer energy, only getting on ai train now that NVDA breaking out

Mentions:#NVDA

It’s not a hedge They’re getting into the business of selling chips - their own chips - w Anthropic as a extremely prominent power user This also will make GCP the undisputed lead hyper scaler The competitors there are NVDA and AWS GCP is a different company than DeepMind. All with their own incentives. Sundar has a tough job right now balancing between those At the end of the day the stock market is most interested in cloud and chip sales tho.

Mentions:#NVDA

Same here man. The worst time was 2024 when AMD was sliding while NVDA was pumping. Dark times.

Mentions:#AMD#NVDA

Dont sell NVDA, it will print

Mentions:#NVDA

Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.   This is not financial advice, strictly for educational purposes.

Good for you, I should have saw it coming as well when AMD stock price went up 15% overnight but NVDA haven't caught the sentiment til an hour after the market opened on the next day. Good for you for catching something this obvious but overlook niche in the market lol.

Mentions:#AMD#NVDA

Google: Competing with semi-conductor companies with their TPUs. Competing with AI companies with Gemini, which will soon be integrated into Apple devices and will have an edge by integrating throughout the Google eco-system. Competing with TSLA with Waymo. Competing with META and TikTok (Oracle) with Youtube. Google, NVDA, and AVGO are the only Mag8 companies I would invest in right now.

I bought these leaps and most of my biggest gains in semi’s in June of last year. I saw the super cycle coming and bought MU, LRCX, AMAT, NVDA, and AMD. Each of those gains are even bigger than this one lmao

He 💀 … NVDA is in Allah’s hands now

Mentions:#NVDA

> No matter who wins, companies selling the tools like NVDA and Broadcom will just keep winning People said ***exactly this*** in the late-90s, right before the dotcom crash...

Mentions:#NVDA

I don’t think they’re concerned with stagflation, honestly. They are hell bent on QE with markets and housing at or near all time highs. It’s almost as if they are waiting for higher asset prices to do it. Stagflation is most harmful to individual tax payers and small businesses: With the AI companies passing hundreds of billions back and forth and prices going up non stop that is enough to keep the GDP high, and no one outside of the workers seems to care about massive layoffs anymore: The big 4 categories in the market are happy and would love lower rates, more layoffs, and are not going to be phased by another 50% reduction in USD because they will gain another 50% in value with QE/ Ai and tech stocks are happy Defense contractors are happy Banks are happy Oil and gas companies are happy Everything is a bull case for stocks that are part of the OpenAI, Spacex, Anthropic, Google, NVDA, amd, etc etc circle. As long as we have AI replacing workers and sitting on literally trillions of dollars in cash to pass around, there’s at least one war for oil, there is downward pressure on housing market supply, and banks can continue to charge whatever they want for interest but pay less as rates come down there is really no need for a healthy or working class consumer base Anymore. The market is literally trying to price companies the size of google having 90% reductions in payroll expenses…

Mentions:#NVDA

NVDA is rumoured to finally break 212

Mentions:#NVDA

The only true winner here is TSM. Regardless of who buy chips from whom, NVDA, AMD, cerebras, custom chips from Broadcom or Marvell, Amazon, Google TPU, etc. TSM is still the one making them all.

Mentions:#TSM#NVDA#AMD

NVDA to 220 next week

Mentions:#NVDA

I've been in NVDA since before 2010... Jen is muh boy. The rollup you're looking at hides some shares that are +5,000% ;)

Mentions:#NVDA

NVDA $5T, when AMD $1T?

Mentions:#NVDA#AMD

Burry watching those NVDA candles today: 🤬

Mentions:#NVDA

For training the 1:8 is still going to be needed as that is very gpu intensive work, but the INTC comments seem to suggest that datacenter builds are swapping to 1:1 instead now. For 1:1 setups you need significantly less gpu power to compete the tasks required (inference etc). So no, 1:1 does not mean the same number of gpu’s are required along with 7x more cpus, it means WAY less gpu’s are required per cpu. It’s an entirely different setup for a different purpose. But considering NVDA gets almost 80% of its revenue from gpu sales… that’s going to hurt. Even if they somehow outcompete the entire cpu market and become the leader there too, the CPU companies bring in a tiny fraction of what NVDA currently brings in with its gpu’s. They will take a revenue hit if this transition to 1:1 is real.

Mentions:#INTC#NVDA

Thank you for thoughtful reply. Agree defense aspect is overlooked and there even seems to be efforts to downplay its importance. I missed out on Macom and waiting it out for now. I'm still learning but traditional GaN appears to top out at \~650v with SiC applications above that. Looks like there are some higher voltage GaN products becoming more commercially available. Most GaN in high power defense applications is technically GaN-on-SiC. I know there are many GaN applications in data centers but NVDA's new 800v architecture suggests a bigger role for SiC.

Mentions:#NVDA

I’ve got several, but my tops are AMAT, NVDA, AMAZ, all over 500%. I just think about what I’d have given up I sold early.

Mentions:#AMAT#NVDA

You might ask yourself, why in the fuck can’t NVDA break 212. Welllllll compare the world population to the number of shares.

Mentions:#NVDA

Honestly? I'm not even holding AMD for AI. I own it because I think NVDA is going to biff gaming and AMD will pick up the slack. That said, it apparently does swing pretty wildly, so I'm thinking about trying to time the post-earnings dip. I don't know what I'm doing, really, though, so we'll see.

Mentions:#AMD#NVDA

NVDA, what rough beast, its hour come round at last,    Slouches towards regard market to be born again..

Mentions:#NVDA

You're shorting stuff that is essentially totally sold out for the year. The earnings expectations on semiconductors have been adjust up quite rapidly. Market is just recovering from a dip. You don't know that it will drop, it can go on like last year where the momentum slows but it simply keeps rising. The only triggers I see for those stocks to drop massively would be either a slowdown in datacenter buildout or a drop in the wider market if the Iran situation causes a inflation spike. But even then that is temporary. Inflation drives asset prices up. NVDA, MU and SNDK have pricing power over the goods they sell so most likely very little effect. For shorting you have to be right on both the direction and on the timing. So if markets are too hot just exit and wait for a new dip. Otherwise stay in longs and chill. For risk managment set a trailing stop at a amount you are willing to draw down and let it run.

Mentions:#NVDA#MU#SNDK

Of all of those I hold and will continue to buy NVDA, ANET, CEG. I think micron is great, Broadcom can be good but they will loose all VM ware revenue in the next 5 years (IMO) I like vista I hold them but wouldn’t buy into them again got them in 2019 the rest I think have better alternatives.

Blowout close: NVDA still dogshit lmao

Mentions:#NVDA

Sell overvalued companies like $AMZN, $META, $MSFT. But undervalued companies like $INTC, $AMD, $EWY, and $NVDA

Nah ATH to 800 for sure and NVDA going to 7 trillion

Mentions:#NVDA

No, memory chips aren't some super high tech proprietary thing like NVDA's Gpu chips. They've been treated as a commodity for decades. So MU and WDC and SNDK are absolutely not growth stocks. Their products are just in demand for AI data centers and I don't see how this is sustainable.

NVDA taking back momentum could single handily carry S&P to 7500

Mentions:#NVDA

Anytime one stock in a sector pops that big, everyone invests in their competitors because if the lame duck of the group can crush earnings like that, everyone else should be able to do so as well. Intel pops and everyone buys AMD, NVDA, TSM, ARM, and NVTS. Every sector is the same way, they all move in tandem...

I refuse to buy INTC, AMD, NVDA here

Traded NVDA probably after a year of trading Tesla cause of high volatility, but then one day you make a good, another day you lose. Anyone here trades NVDA regularly? How’s trading NVDA like? Is it stagnant most days, or can you trade it every day?

Mentions:#NVDA

Hahaha Google just bought NVDA chips, billions. 😂

Mentions:#NVDA

It takes balls of steel to bet against the likes of SNDK, MU, and NVDA. They are unrealized losses, so things can still turn around.

Mentions:#SNDK#MU#NVDA

Bro no fucking joke. META and NVDA have fucked me numerous times. When I hold they eat shit. When I sell and wait and see, they fucking rocket. With my luck, me holding MSFT will be the nail in the coffin for them.

Mentions:#NVDA#MSFT

How high will NVDA go by Aug? 

Mentions:#NVDA

The Puts have mid/late-May expirations. MU 485 is only a 2.3% pullback from current price, and a possible H&S is forming. NVDA 212.5.... ... NVDA's price is 208 right now.. SNDK 980 is only a 1.4% pullback from this level. I mean, I guess those options prices require the stocks to drop quite a bit to pay, but you still have 3-4 weeks on all of these. I'm suh confused by this post.

Mentions:#MU#NVDA#SNDK

NVDA has become the BRK.B of tech stocks

Mentions:#NVDA

Are NVDA, AMD, INTC outpacing data centers, photonics, etc. because the boomers know these names and they want to be invested in whatever tech they recognize? 🤔

That NVDA comment shows you didn’t understand any of this The 1:8->1:1 means that for every chip NVDA sells there will be 7x more sales new year for CPUs than this year IF you believe the 1:1 story. Which is still an if Meaning CPUs are the next bottleneck, people are going to be pre ordering huge amounts / gatekeeping / price gouging them

Mentions:#NVDA

NVDA rejecting that top of the range again. Im out, be back at the bottom of the range again

Mentions:#NVDA

MU and NVDA are not going to reverse anytime soon, friend. Both are solid hyped companies with excellent results that just passed their ATH. That usually happens with shitty companies. Ask me for my course… Jk

Mentions:#MU#NVDA

Intel going up pretty much set AMD NVDA ARM on upwards move and since Nasdaq is heavily tech weighted it would go up more than S&P

Mentions:#AMD#NVDA#ARM

What a wet fart NVDA turned out to be today. No new all-time high. Full of momentum, just to fade for the rest of the day

Mentions:#NVDA

Made money off NVDA calls. Making more money on NVDA puts. Am I the next Michael burry??

Mentions:#NVDA

NVDA below 209! BUY THE DIP

Mentions:#NVDA

'why market go up' The market is just an orgy hosted by NVDA who charges a 30k cover at the door.

Mentions:#NVDA

INTC singlehandedly added close to $1 trillion to the semiconductor sector when you consider what's happening with NVDA, AMD, TSM, ARM, QCOM, ASML, etc.

Watching NVDA move torturing to me.

Mentions:#NVDA

My 5/15 NVDA puts are down 70%

Mentions:#NVDA

Time for NVDA to take a nap I think

Mentions:#NVDA

I played NVDA(put), INTC(put) and AAPL(call). Cooked.

Hi, I'm Bhushan from MarketCrunch AI. I think you're hitting on the core question here. The "picks and shovels" argument for $NVDA and $[AMAT](https://marketcrunch.ai/stocks/forecast-price-target/AMAT) is solid, but the downstream revenue impact for actual AI \*applications\* is still largely aspirational. We're seeing massive CapEx from hyperscalers, which means the infrastructure build-out is real, but the ROI for many enterprise AI plays still looks like a long-dated call option. The risk is that this initial surge in spending creates a supply glut of compute before demand for truly transformative AI applications catches up, potentially squeezing margins for everyone except the core chip designers.

Mentions:#NVDA#AMAT

NVDA mkt cap soon to surpass US gdp

Mentions:#NVDA

Lowkey WSB was right on NVDA because I remember the most two talked about stocks here in 2016 was AMD and NVDA . There has to be some OG WSB users who held from then.

Mentions:#NVDA#AMD

>Reddit: INTC this, NVDA that, AMD the other >Arm: Am I a joke to you? Why is nobody on Reddit seemingly talking about Arm?

205p lotto end of day for NVDA

Mentions:#NVDA

NVDA up a cool +27% in three weeks

Mentions:#NVDA

somehow i am flat for the day despite owning NVDA because everything else is red to pump NVDA 🤡

Mentions:#NVDA

Cmon NVDA break past $212 before close

Mentions:#NVDA

panic buying happening in NVDA

Mentions:#NVDA

Its not just Intel. There are a lot of companies bigger than intel that are up today that are part of the Nasdaq index. For example, AMD has a bigger market cap and is up 13%. NVDA is up 5%. TSM is up 5%.

Mentions:#AMD#NVDA#TSM

> I feel like we have now crossed over the turning point. If your business is not paying for an AI subscription for their staff then they are falling behind. So how much revenue is required to justify 700 billion in AI spending (or whatever the number is) at REASONABLE gross margin and ROIC targets? Here's some musing on this very subject with late 2025 numbers; at 400 billion Capex. Number higher for 2026... though, like people said, being canceled left and right, so it's hard to tell where the actual number is. https://pracap.com/global-crossing-reborn/ Kuppy pegged 25% gross margin revenue for 400 billion capex with 10 % depreciation at 160 billion in revenue required. 160 billion. In 2025 it was ~20 billion. So you know, only 8x. The author suggests that to achieve a 20% ROIC, typical for some sort of "new, will it or won't it work out" item, this would require ~480 billion in revenue. Layer on these 700 billion "investments." What kind of revenue is required to JUSTIFY this? Is it "taking off" fast enough to get there? > The revenue for the business and retail products is only just taking off now. To justify the spends, it needs to be on a ROCKET SHIP with solar system levels of escape velocity. Is this really where it's at, or just, "going up." The article references "Global Crossing" from the dot.com boom. In that time frame, Global Crossing was the data center owners; and Corning made the fiber. Global Crossing went tits up. Corning made BANK... but, lost 97% of its stock value 2 years post peak; however managed to survive. If NVDA's AI related product line goes to 5% of what it is... what happens to NVDA's revenue? And stock price? Please don't interpret this as shitting on NVDA, that's not what I am doing. They are a viable company making billions without AI and AI adjacent products. The key question here is just, if this investment stops, or slows, they're hosed.

Mentions:#SHIP#NVDA

AMD and NVDA up MASSIVELY AI bubble bears in SHAMBLES

Mentions:#AMD#NVDA

sold my NVDA 210c 0dte for $750 profit instead 3k. profit is profit.

Mentions:#NVDA

Sold my NVDA 0dte for $750 profit instead of 3k

Mentions:#NVDA

is NVDA going to cure cancer on monday?

Mentions:#NVDA

Got 3 calls for NVDA 215 for monday is it a bad idea?

Mentions:#NVDA

Dude fuck goddamn Microshit. Fucker always drops when I buy. I bought yesterday and the news came out they're doing fucking employee buyouts now, and even today I'm STILL in the fucking red. Average cost of fucking 425. Fucking christ dude. NVDA, AMD, INTC, all fucking rocketing. MSFT sits there with its thumb up its fucking ass doing jack shit.