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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.

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NVDA gain porn

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Low risk Semis

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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🚀🚀🚀🚀

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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

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

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

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

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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

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

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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

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$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

First of all GPUs operate in the classical computing realm. Quantum computing is never going to be involved in that area because it is fundamentally different technology. This dipshit should stick to what he does best, losing his company and reputation to NVDA because he's an absolute moron.

Mentions:#NVDA

Google feels like the easiest short ever here. Literally nobody is using Gemini despite what Marc Benioff claims. I’ve tried it multiple times and yep, it’s still fucking garbage. Can barely put together a shopping list. Stock is about as stretched above the 50 day as it’s ever been. I guarantee OpenAI is going to make some hollow announcement about a new partnership with NVDA or a new model and money will rotate right back out of GOOGL. Market feels like it’s setup for a rollover here after the long weekend.

Mentions:#NVDA#GOOGL

NVDA paying out a 1 cent dividend baby

Mentions:#NVDA

This shows a lack of understanding. That’s so surface level GPU vs TPU. The actual architecture isn’t like that. Have you even seen the upcoming GB300? Also TPUs aren’t going to China. Once that lifts NVDA will rise.

Mentions:#NVDA

NVDA back to 200 in December??

Mentions:#NVDA

$GOOGL v $NVDA what we thinking folks.

Mentions:#GOOGL#NVDA

Cool cool. I was thinking META or NVDA LEAPS but maybe I need to wait a bit more.

Mentions:#NVDA

Or NVDA from around $3 split adjusted in 2017 to $200

Mentions:#NVDA

So Google TPUs for the real inquiries, and NVDA GPUs for regards like OP

Mentions:#NVDA

US takes over Venezuela to fuck over China. China takes over governance of Taiwan (it’s already theirs) to fuck with US. Sounds like a fair trade to me. NVDA to 0. GO CHINA!!

Mentions:#NVDA

For example, I got some NVDA when chatgpt went out, but that position has went huge recently. I am constantly conflicted I should sell it or not.

Mentions:#NVDA

Exactly this. AMD is the company whose growth will stall the most here. Eventually, it may catch up to NVDA (ie they’ll need to trim their margins), but that seems to be in the more distant future

Mentions:#AMD#NVDA

I know many folks at NVDA. There’s surely a very small pocket of the company that doesn’t give af now that they’re incredibly wealthy. However, the culture there is not rest and vest by any means - the average engineer there comes across as more passionate about their craft than the average engineer at the big cos I’ve worked at (Apple and amazon).

Mentions:#NVDA

Ooh, I really like this optimization problem. I've actually been working on a project adjacent to this. In order to better track the high risk areas of the AI/tech space (as opposed to still-high risk but more established companies like NVDA) I have actually built my own "Synthetic Equal Weighted Index": a basket of liquid, <100 Billion mkt cap tickers that aims to represent the most exuberant and volatile facets of the current AI boom. Some of the tickers I got by scanning the most mentioned tickers on WSB as well as this subreddit; some I obtained from my own intuition as a swing trader. Not all of them are AI related. Interestingly, even the non-AI names, like RocketLab or D-Wave Quantum, have such a high correlation to the AI names that almost all of the variance can be explained by overall AI sentiment + beta. The takeaway here is that the ticker selection is not going to matter as much as you'd think - everything in this space is way more correlated than it might seem from a fundamentals perspective. For the hedge underlying, I honestly would recommend going with QQQ on this. I don't have experience with this kind of hedging problem so I'm pretty clueless in regards to expiry, strike selection, and sizing as % of total net worth. However, my first instinct is to simply pick one of the highest risk, yet still liquid and established AI stocks - CoreWeave or Nebius come to mind. Then you could run a mock simulation assuming that the % allocated towards this private company with an unknown equity path is actually allocated in CRWV/NBIS. Then work from there assuming you want to be delta neutral - a very trivial exercise. Best of luck

this is exactly like the bitcoin mining market except that wasn't subsidized by governments. First mining was done on nvda gpu's and and gpu prices skyrocketed then asics came and the price of gpu plummeted. This appears to be exactly the same thing except NVDA has no plan to start working on asics specifically for openai.

Mentions:#NVDA

I am actually going to defend Cramer. Maybe he is wrong maybe he is always wrong and there is some hyperbole there, but ... ... but did anyone at any point ask for an errata? Maybe Cramer himself send a correction out? Maybe he changed his mind? The problem with prophets is that the days of simple truths such as 10 commandments is long over. For a volatile market, for a volatile economy, however well you try to predict, things change. Today everyone is saying NVDA is king, but will that be true in 3 years? Who knows. What about bitcoin? Who knows. Even for the best of prophets, you need to follow their change of stance. Or just buy s&p, but even that was not the wisdom in 2000.

Mentions:#NVDA

His top stocks for 2025 he constantly mentions are well known. Though it goes against the Jim Cramer bashing of this thread the are NVIDIA (NVDA), CrowdStrike (CRWD),Eli Lilly (LLY),Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL).

I don't think you can lose braincells when you barely have any brain function to begin with. You’re arguing against a point I never made. I'll repeat myself for the 6x time since you STILL can't get it. I’m comparing strategies, not claiming QQQ the asset outperformed Nvidia the asset. The comparison here is: Strategy A: Lump-sum invested in 2008 Strategy B: DCA over ~17 years Those are two different investing approaches. They can be compared directly because the whole point is to evaluate how each strategy performs when applied to different assets. If someone DCA’d into a single stock for 15+ years and ended up with a 14.8× return, while a basic lump-sum into QQQ in 2008 yielded ~15×, that means: → DCA into NVDA underperformed → Lump-sum into QQQ outperformed → As strategies, not as assets At no point did I say “QQQ is a better asset than Nvidia” or “QQQ always beats NVDA.” Nvidia obviously crushed QQQ in a lump-sum-to-lump-sum comparison. Everyone knows that. That wasn’t the argument. My point is extremely simple: If your strategy is 17 years of DCA, you ended up with less than someone who just put their money into QQQ once in 2008 and left it alone. Whether that QQQ lump-sum was 15×, 14×, or 12× doesn’t change the conclusion — the chosen NVDA strategy still underperformed an extremely basic index approach. You keep conflating: Asset performance (NVDA vs QQQ) with Strategy performance (DCA vs lump-sum) I’m talking about the strategies. You keep trying to turn it into an asset-vs-asset debate that nobody is having. If your only point is “NVDA lump-sum in 2008 would beat QQQ lump-sum,” then congratulations — we’re in complete agreement. But that has nothing to do with whether the OP’s actual strategy was optimal. The whole point is that you can’t retroactively claim ‘great timing’ when you chose the one strategy (DCA into a volatile growth stock) that underperformed the simplest possible index approach over the same period. That’s it. End of story. Please stop embarrassing yourself.

Mentions:#QQQ#NVDA

My assumption is that this is *maybe* enough to justify the fact that buying an ETF like VOO still leaves you shockingly vulnerable to NVDA earnings. Sure you can go and diversify elsewhere, but at some point this feels like running for a different tree in a rainstorm for cover. I’m happy to include nvidia et all in my portfolio, but when damn near everyone including the conventional “set it to ETF and forget it” people are more than 20% dependent on NVDA’s success I get concerned. All it really takes is an investor run on some of these companies to reverse a lot of the gains. Will that happen? I don’t know, but the risk/reward isn’t worth it IMO. If they were beaten down some I might consider it, but at this point it is moonshot investing, not value investing. Consider me a hater I guess…

Mentions:#VOO#NVDA

🎅rally just getting started (except NVDA, lump of coal for Jensen)

Mentions:#NVDA

It’s really too bad one of those wasn’t NVDA or something.

Mentions:#NVDA

NVDA performed poorly in November but I have a feeling December will see some big gains alongside the Santa Claus rally.

Mentions:#NVDA

Same. I’m just trying to save my girl’s NVDA bags.

Mentions:#NVDA

I love seeing your progression from “NVDA 220 EOY” to “NVDA pls 200 EOY” to “NVDA is washed” over the past month.

Mentions:#NVDA

NVDA -16% correction in the past month. Primed for Santa Rally, fair valued & ready to retest all time highs.

Mentions:#NVDA

NVDA dump to 150 to close out the year.

Mentions:#NVDA

NVDA is the cheapest of the Mag 7 rn based on forward p/e

Mentions:#NVDA

y'all know that the market is gonna chop till your Dec/Jan $NVDA $200c calls you thought you had "time on" for earnings play and make them worthless right.

Mentions:#NVDA

Sentiment for NVDA is the same as for Google back when it was $165 just a few months ago.

Mentions:#NVDA

If you're trying to time your investment in NVDA and not just hold for long term, then now is likely not the best time..stock is still in a downtrend until it's not. It has nothing to do with TPU. Institutions have been dumping the stock. We have no idea if/when NVDA will become a leading stock again. Chances are we look back at this time as a buying opportunity but nobody knows for sure.

Mentions:#NVDA

The world is transitioning from general purpose computing to accelerated computing, so basic data processing that doesn’t even involve AI at all but handles all the information on the internet now requires a massive amount of NVDA chips. A lot of chips are also used to rebuild the recommendation systems for ad placements and social media algorithms so they know what to show their users. Maybe it was hasty of me to say only a tiny portion goes to LLMs, but they are far from the only driver and there are bigger macro changes driving a lot of this.

Mentions:#NVDA

AMD is the real loser between NVDA and GOOG. 3rd rate player at best

Just a reminder that your NVDA options are fucked 

Mentions:#NVDA

What risk are you trying to hedge against? That the company itself won't make it or that the AI bible is truly a bubble? If it's the latter, NVDA isn't really a hedge. To an extent SPY isn't either considering how much market share AI is currently carrying.

Mentions:#NVDA#SPY

Not sure why youd want to long term NVDA puts unless your position is just god awful atrocious, and even then there is a million better picks. NVDA is good for short puts

Mentions:#NVDA

100% full ported NVDA and SPY and probably jumped off a building

Mentions:#NVDA#SPY

Perhaps some of more experienced guys will answer. Try asking AI, it might be surprisingly helpful. The problem is that options of NVDA/AMD/etc are relatively expensive. If you are going to hedge with those expensive options, it might eat a lot of your profit. The best approach, imo, is: \- find most correlated (not that its easy with a private company) \- Cheapest priced options (relatively speaking) \- Stock that is high up (cheaper to buy deeper strikes) Regarding correlation, think how much your company will bleed and who will bleed equally or more if bubble burst? What the reason it might pop? Top of my mind is PLTR, ORCL (especially from their heights). Cheapest priced options - you want them to be ITM when bubble burst. Kind of, so you buy them at 0.01, but they still end up in the money. Best "value for money" move. But the most risky, of course. Anyhow, if you estimate stocks XYZ and WYZ will drop 50%, which one offer cheapest options for that drop? Last, getting PLTR 170 strike 6 months out is way cheaper when PLTR is at 205, than when it's at 170. So its worth taking a look at where are stocks now, do some TA. You can always diversify as well across 2-4-10 companies. Diversification is "always" good.

This post has 86% upvote rate. So I would say Reddit is mostly bullish on NVDA.

Mentions:#NVDA

And every post like this one, asking for advice, has NBIS in the comments along some good stocks like NVDA so it seems like a pump and dump

Mentions:#NBIS#NVDA

Pure NVDA FUD. I’m stacking hundreds of shares and bought two leap calls, one for 2027 and another for 2028. Full port.

Mentions:#NVDA

!Banbet NVDA +10% 2w

Mentions:#NVDA

Fuck NVDA, how is META doing???

Mentions:#NVDA

If NVDA is overvalued then Broadcom is insanely over valued. This is either bullish for NVDA or bearish for all tech valuations

Mentions:#NVDA

Everyone has own strategy how to sell calls. I own NVDA LEAP and sell every week call options with Delta +-0.2.

Mentions:#NVDA

Wow. NVDA is down 11% of the Tanzanian stock exchange?

Mentions:#NVDA

Chips for LLMs represent only a tiny portion of NVDA’s revenues.

Mentions:#NVDA

hey boss, do you think NVDA will drop some more this week? what are your entry levels? I bought a lot at 176. I hope we'll make some money ! godspeed

Mentions:#NVDA

I've had some decent success with moonshot stocks -- got in on LLY, RDDT, HOOD, SOFI, NVDA, and APLD at very low prices. But I'm getting tired of the energy it takes to find the "next big thing". So I have a big chunk of my money on two solid growth companies, a growth ETF, and BMNR is my moonshot. * Google * Amazon * GRNNY * BMNR

meanwhile im holding 40 contracts of NVDA 200 calls that expire on the 12th, and NVDA decides to slide to 175 lol

Mentions:#NVDA

No YOUUUU do not get it, NVDA to 0 tomorrow, Jensen is finished, short leather jackets.

Mentions:#NVDA

fed cut? priced in Venezuela? priced in NVDA the new enron? priced in GOOGL being 5t ($415) by end of year? NOT PRICED IN ALL IN GOOGL (this is a joke and I bought NVDA march calls this friday, pls go back up ty)

Mentions:#NVDA#GOOGL

Ah I see the angle you were going for. Yes, everybody is designing their own chips now. Out of the new players I only trust Google to make something to useful. Goog tpu’s from what I can tell do not directly compete with AMD or NVDA, different applications. Still remains to be seen which application is most profitable long term.

Mentions:#AMD#NVDA

Here you go: [https://docs.google.com/spreadsheets/d/16\_6PDPuPxmEGZTDxkKPhovwC55uT6FK6aUpYipaKG5s/edit?usp=sharing](https://docs.google.com/spreadsheets/d/16_6PDPuPxmEGZTDxkKPhovwC55uT6FK6aUpYipaKG5s/edit?usp=sharing) Its not that complicated. I just compare the projected sales growth and historical operating margin with the projected operating profit multiple. The market was overreacted both positive and negative over the last couple of months with NVDA, GOOG and META. I own all three, along with MSFT.

If you bought SPY on Jan 2, you'd be up 17% ytd. If you bought MSFT: 18%. If you bought NVDA: 34%. If you sat on all of your cash til last Monday, and then bought SYM, you'd be up 40%. Just sayin'.

Trying to figure out which holding to sell to buy more NVDA calls LMAO

Mentions:#NVDA

NVDA and GOOG aren't enemies. They work together on many projects

Mentions:#NVDA#GOOG

NVDA is ~16.5% off its ATH. Hope you bears continue to sell low and drive the price down a bit more. Worked out great for me back in April.

Mentions:#NVDA

Right. My assumption is that we’ve seen this coming for a while and that at this point NVDA’s price already reflects this sentiment.

Mentions:#NVDA

Why does NVDA even bother with a dividend when the yield is close to zero %?

Mentions:#NVDA

BTC crash is not imminent. I think there is about 2-4 weeks. BTC might top 100k to excite the Bull and suck all the Bulls in for exit liquidity. The carry yen trade, repo market is active again, liquify squeeze might even crash gold and silver, Japan 10 And 30 year interest at ATH, Google just come out with new AI TPU chip that might make NVDA an Intel 2.0 of SI bubble, OpenAI, oracle, and Coreweave AI financing is on Shaky ground, private Credit bubble is blowing up, auto loan defaults is increasing, Real estate market is crashing, student loans default is going up’. Be carful holding things long term. I don’t have the crystal ball but there are just too many risks.

Mentions:#BTC#NVDA

Dumpster fire, truly dreadful, want my 101? Keep it simple, follow the money crypto: BTC/USDC only Equities/etfs (12-24mo IH): SPY/QQQ/IWM core, with somewhat speculative stock picking: lean value tech and ai adjacent companies with good bones and recent strong earnings growth, ideally in energy, utility, industrial as they will be the first to see revenue gains, regardless of the current state of the AI “bubble”. Active Options (24hr IH): swing/day trade SPY/QQQ for 10%-50% gains on each trade Passive Options (3-6 month): high volume, high liquidity names (think NVDA, TSLA, etc. ideally with stocks priced above $100) 50%-300% gain on each trade Assuming your age as: 18-35

AI could be great for the demise of neoliberal capitalism, because big ass companies can dissolve into smaller ones utilizing AI, sort of like petit bourgeoisie But for that we need to get rid of the AI monopoly first, which will happen sooner or later (that would be bearish for NVDA though)

Mentions:#NVDA

NVDA has many technical problems to navigate now, which is why their exec team is starting to panic. GPUs are the equivalent of a Swiss army knife for many types of AI/ML training, where as TPUs are a precision tool for LLMs (which underpins most AGI efforts). NVDA is focused on more performance per token, where GOOG is more focused on token and context window optimization. NVDA, even when increasing performance to power ratios, is not solving the power supply challenge, whereas Google is investing in micro reactors. My prediction NVDA will fall off a cliff in late 26/early 27 when the market realizes there is not enough power in the world to achieve AGI using GPUs using NVDA's tech or anyone else's for that matter...

> NVIDIA GPU: Training, inference, graphics, scientific computing – almost everything. It's CUDA + ecosystem: every AI/ML engineer and infra relies on it. AI apps, data centers and inference demand still makes NVIDIA hold its position. Isn’t all of the revenue in the inference and training use-cases though? Which, as you mentioned, TPUs are applicable to? That’s a sincere question, I’m not an NVDA investor - I couldn’t tell you off the top of my head what percentage of NVIDIA revenue is datacenter (inference and training) but I suspect it’s a large majority. I’m curious to know now, actually…

Mentions:#ML#NVDA

Are you holding NVDA or GOOG, I can't tell from your bot posts

Mentions:#NVDA#GOOG

Not a conspiracy lol, just being realistic here and perhaps a bit bullish, which is justified if u consider a few things. NVDA sitting under 250 is cheap when u realize they still have a full-blown monopoly on AI compute and nothing comes close, CUDA keeps everyone locked in, and Google isn’t a real threat as everyone says it is, switching off CUDA is a nightmare and google software stack is weak and new compared to decades of RnD by NVIDIA. This whole downturn (imo) is just some profit taking and big players pushing the price down so they can load up at a discount after the crazy run it had. It’s not over, it’s just cooling off before the next leg up, especially with Vera Rubin coming which wipes the floor with anything Google or AMD has.

Mentions:#NVDA#AMD

it will for sure, I just wanted to buy the dip of tech and I thought it was the bottom (it wasn't, but it's still way up from there). But then I saw GOOGL kept holding/going up the NVDA earnings week, so I just jumped into it and it paid

Mentions:#GOOGL#NVDA

Nvidia's market share goes from 85% to 75% because the tight supply chain and NVDA’s scale advantages make it tougher to “steal” too much share since not enough components are available in the near/medium term and hence share changes if any are likely to be gradual in nature. Custom chips can be lower-cost for a specific range of internal workloads that might suit customers with large internal workloads such as Google and perhaps Meta. However they are less useful in a public cloud such as at Microsoft Azure or Amazon Web Services or the 100+ neoclouds where intense levels of flexibility are required which is why even Google uses GPUs in its public cloud

Mentions:#NVDA

AI data center TAM to grow about 5x to more than $1.2tn by 2030E from $242bn in 2025E. NVDA share will likely normalize towards 75% form over 85% currently, as more customers develop custom chip options to handle the diversity of training/inference workloads

Mentions:#NVDA

Despite the potential for 40%+ sales/EPS growth, NVDA is trading at ~25x market multiple, essentially valuing the company as another run of the mill franchise

Mentions:#NVDA

I tend to agree. NVDA is almost certainly to hit a new record high at some point over the next calendar year. More likely before or just after Next earnings call.

Mentions:#NVDA

Google has been working on its custom designed TPU for the past decade. It has always used the TPU (“100% for Gemini 2 and Gemini 3” per Google) to train its models while using NVDA largely in its public cloud (GCP). So Google will still buy Nvidia chips for GCP

Mentions:#NVDA

PFE into INTC+NVDA on friday before its earnings into GOOGL into MSFT "timing the market not time in the market" they say, right? (I got a 60% loss on my AMZN call tho, but I dumped it pretty quick at least)

Fintwit in uproar of recent SemiAnalysis article about $GOOG TPU and bearish implications to $NVDA. Long story short, the conclusion is behind the paywall is not bearish $NVDA. They're using the recent retarded TPU narratives to shock spread the article more like wildfire and it's working. What's scary though is buyside is too retarded AND lazy to understand the conclusion.

Mentions:#GOOG#NVDA

Yea 10% NVDA but not sweating a $76 avg

Mentions:#NVDA

CCCX is merging with Infleqtion, NVDA partnered quantum compute + sensing leader. Selling Quantum RF sensors, inertia/gravity sensors, and atomic timers to the US DoD, NASA, Japan, UK, etc. Infleqtion’s revenue is second only to IONQ, at 1/5 the valuation. They also sell quantum computers, and set the commercial record for physical qubits at 1600. The world record being 6400 set by Cal Tech using Infleqtion’s neutral atom glass core. Same seed investors as Palantir and Anduril, while playing a big role in national security. We need to stay competitive with china on quantum sensing——Palantir of quantum anyone?? Same guy that did OKLO merger, and that stock 15x’d with zero revenue. As a founding partner of NVDA NVQLink, Jenson Huang has said himself that Infleqtion’s QPUs will layer on top of the GPU CPU AI datacenter architecture. Sundar Pichai has just said that quantum is accelerating on the same level as AI 5 years ago. When the merger finalizes the CCCX ticker will change to INFQ, and I think this stock will be $100+ easy. It could even surpass IONQ when people realize trapped ions may not scale as well as IONQ’s CEO promises. Neutral Atoms are extremely promising and will dominate quantum sensing, and potentially quantum computing as well. CCCX to $100+

Thank you. Over the last year MU is up +140% while NVDA is up +30%.

Mentions:#MU#NVDA

Just seems like there is zero buy pressure on NVDA anymore

Mentions:#NVDA

You know things are bad when NVDA is bleeding and BTC rebounds

Mentions:#NVDA#BTC

I April? AMD shares are up 187% since April. It's over 1 now and higher than for NVDA. IDK how you can use PEG and claim AMD is outperforming NVDA currently

Mentions:#AMD#NVDA#PEG

they are purposely trying to lover NVDA so that they could buy more at a discount

Mentions:#NVDA

I think two under appreciated considerations here are 1) Things like HBM availability and TSMC production capacity are critical supply chain bottlenecks. NVDA who already has extensive supply chain partners and advantage are likely to hold a manufacturing advantage for some time. 2) Competition between cloud hyperscalers means that Azure or AWS will not just buy Google TPUs to re-sell. Same for competition between Google and other frontier model creators - they will not want to just shovel money over to their competitor. They may do this in small initial quantities to validate the concept, but there will not cede large margins in volume to a competitor for an extended time. We see efforts to avoid this already with Azure Maia and AWS Trainium. So I think when considering how this will change the chip landscape, there are actually quite a few outcomes where GOOGL does have a pricing advantage for their own model inference, but is not necessarily the long term winner in inference and training infrastructure, due to their competitive relationship with other chip consumers, and the challenges of manufacturing and deploying at scale.

Been having nightmares of NVDA at 100. Bullish or bearish signal?

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Im kidding. I am staying put. NVDA LONG.

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Time to rotate back to NVDA.

Mentions:#NVDA

Looking like NVDA heading to $150s as rest of the market pumps to new highs. This is not AI bubble talk or Michael Burry bullshit; someone has inside information about something much bigger, only explanation for someone like Peter Thiel and Masayoshi Son to sell their entire stakes in the midst of what is supposed to be the greatest technological innovation of our times.

Mentions:#NVDA

This encapsulates all of the reasons I would never buy meta. I'm also afraid to short it. I'll watch from the sidelines holding NVDA and GOOGL.

Mentions:#NVDA#GOOGL

Will 150x NVDA 190s at .73/contract be ok Monday??

Mentions:#NVDA

The quantum data network. IONQ is the new NVdA is the new CSCO is the new IBm. All are involved in the quantum internet that will be rolling out. IONQ’s work on quantum fidelity and quantum sensing has the opportunity to be world changing. It’s the closest thing you can get to investing in NVDA 20 years ago. It’s only true competition is the companies I listed above and GOOGL. Best bet is to buy all of them plus AMD and sit and wait until 2040. IONQ CAGR is great 2 mil rev to 120 mil in 5 years: extrapolating and they should be pulling in billions as a cash cow in 10-15 years.

Agreed on all counts here. However, that GOOG was able to train the best rated frontier model \*without\* NVDA is very important. This follows a lot of what happened with Claude 4.5 and Tranium 2. The fact that GOOG could even emerge as not just a customer but competitor is important...

Mentions:#GOOG#NVDA

This month has been rough for NVDA, December should improve to close out the year.

Mentions:#NVDA

1. Gemini 3 was just rated the best AI 2. Rumors of Apple to partner with Gemini 3. Google makes a TPU chip that competes with NVDA for its data centers that others are also using 4. Google just won govt anti trust suit and they still dominate online advertising and will not be broken up A lot here to be bullish about.

Mentions:#NVDA

So is NVDA LMAO 🤌

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I own a mix of shares and leaps for risk management purposes. If any of my CC get assigned I have the shares, and sell puts to get back in. I hold 2 1/28 125 NVDA Calls and 300 shares. Similar structure with NVDL, 2 LEAPS and shares..

Mentions:#NVDA#NVDL

I would wait a little longer. Once you start seeing everyone lining up for silver bars or spamming SLV and talking about it nonstop on r/walstreetbets, I will probably buy puts. Especially inverse r/wallstreetbets is usually free money. Like they hate NVDA, MSFT and AMZN right now so I'm considering calls now.