NVDA

oliver2022

yeah, AMD has been doing some stuff to make their chips more appealing to AI companies, but NVDA is still king and by far, they NEED people to start using and developing stuff around their chips. They also have similar deals with META and Antrophic, now time will tell, maybe they can finally rival NVDA in equal grounds, or just inflated their stock.

Pure_Spinach327

Ok looked into it. They will now be a direct competitor to NVDA with this deal. I always thought that NVDA had a moat with the environment built around their chips so not sure how that holds up? The shareholders can see this deal was inked at $200 a share and the warrants only kicked in at $600 so anyone in at that is pretty darn happy a year later with 200% gain. Even if they give up 10% to dilution. AMD is now a direct competitor to the largest company in the world? Good for them but what a way to do it.

lost_in_haste

"Ummm If NVDA drops It wont be due to any of the things you mentioned here…" Or if China decides to play hardball, declares Taiwan theirs again. But I trust President Trump will talk Xi out of that when they meet shortly. God, bless our President.

Valkanaa

At the consumer level I wouldn't say worlds apart. NVDA is safe and secure behind their CUDA wall. Putting some holes in that wall is s solid move for AMD.

OonaPelota

NVDA go brrrrr

dysenterygary69

It’s alright bro. I sold 11 shares of NVDA in 2017 when I was trading on my phone at a jobsite. They were just a gaming company back then. Live n learn

DanTaude599

Fwiw, going from $173k to $248k while running a lawn care business is solid progress. I’d separate the $1M goal from the retire-by-45 goal: $1M at a 4% withdrawal rate is about $40k a year before taxes, so your actual spending matters more than the round number. I’d also check how much of the portfolio is riding on NVDA and the other tech holdings before counting on that balance at 45.

Useful_Alarm730

NVDA and AVGO removed at this point in time?... nah, I am good

IntrepidToday0

I think that’s the most common mistake I see that all AI bears make. They see NVDA investing in their ecosystem and automatically assume that means that everything is fake. All big tech companies invest in other tech companies. MSFT invests in OpenAi. Google invests in Anthropic. Could list hundreds of examples. NVDA is printing so much fuckin cash, what else are they going to do with it? Pay a dividend for boomers? They’re already doing $100B+ in buybacks. Much of their investments are in companies that supply the materials that NVDA relies on. The entire industry is supply constrained. For example, investments in COHR, GLW, and LITE allows the suppliers to build new capacity to meet the insatiable demand, while allowing NVDA to lockup that supply until 2028, while their competitors scramble. But somehow, this means that AI is a bubble.

TrollChampion

Wen NVDA build quantum chips

Weak_Emu3659

NVDA should be $600.

d33p7r0ubl3

Nice. That’s above my NVDA average

PrairieFirePhoenix

Yes, that would be wild. Because if you did that in 1998 or 2005, you'd be crushed. Because if you are wrong on 2 out of 5, you are crushed. It is all about size and risk. First, remember that if you own SPY, right now that is \~28% NVDA, AAPL, MSFT, AMZN, GOOG. Going index already exposes you pretty heavily to these companies. If you want to skew that heavy, I am with you. But skew, not go all in. You can add in some QQQ and lean heavier, while still having diversification support and exposure to up and coming companies (like how 2016 you would have missed NVDA). If you really want to stock pick, make it the secondary. Vast majority of my investments are in broad index funds. That is my wealth. I do have some other, smaller accounts. A trading (not investing) account, and then an account that is my medium term buy and hold - companies that I want to be heavy in. Yes, that account has outperformed the market pretty much every year. However, I have had some horrible, terrible, no good investments in there. If they were sized up to be a tenth of my total portfolio... they would be devastating. But as just a tenth of my side account... the risk is appropriate. If that account went to zero tomorrow, I'm changing vacation plans but not changing retirement plans.

footlong24seven

Mr Gorbachev, tear down this 230 wall for NVDA.

cardinal1742

Attempt three of “can NVDA break 230?” This week!

Weak_Emu3659

$400 NVDA price target...I dig it.

Interesting-Iron2587

NVDA Will double

cfaawlday

NVDA employees on Forbes

Middle-Conclusion-67

dont short TSLA or NVDA you'll get steamrolled

Arrowhead_Pride15

And that is exactly why you shouldn't sell. You are diversified in other, tax friendly accounts. The taxable account is where you can have fun with some "play" money and as much as I love my 401k invested in VOO/VTI etc those funds do not hold any TSM, very little NBIS, and by playing individual stocks you don't always beat the market, but i have a handful that I have held for years that absolutely HAVE outperformed (NVDA, GOOG, TSM, funnily I have NBIS too but wayyyyyyy too early to call that one...) and if you aren't buying individual stocks with your excess "fun" money then the odds of ever outperforming are Zero. You paid for the ticket on theses positions, take the ride!

True_Brief7876

I have Tsla and NVDA puts

True_Brief7876

NVDA puts or Tsla puts? Which one?

Different_Goat3444

NVDA, good bye

internetsoci0path

NVDA dump to close?

cultoftheclave

leas compute=bad for semis less DRAM=bad for memorycucks, meh for NVDA, but moon juice for CBRS

Sawyerthesadist

Bought NVDA Yieldmax back in July for 11.97 held for 2 months soaking up the divys. Sold today for 12.80. And people say all it does is losses money 😎

SolitaryIllumination

Did u see the article that NVDA is currently priced at the cheapest levels in over a decade? Just cuz the actual price is high historically, doesn’t mean it’s expensive.

jhthrowawayjh

Please pump my 1 DTE 235 NVDA calls!!!!!!

True_Brief7876

I still buying NVDA puts damn

prana_fish

$NVDA grinding up against $230 key level

PuzzleheadedSummer35

What happened to NVDA ?

SpruceJuice5

NVDA got shrek on the phone 

Fhyzikz

Oh they're using NVDA to prop it

joeyeats

open your eyes anusdestroyer. AMD hovering around 0. TSM +0.56, NVDA +0.8, AVGO +0.15, QCOM +1.15. It’s what we call a loser on the day dumbass

Square_Reach_8496

IMO, you have to much concentration in AI. I would sell either TSM or NVDA - Don't really need both.

dokkanboi

it is 2 am and i am staring at my brokerage app until my eyes bleed. if i squint hard enough maybe MU will turn green and save me from this hellhole. wait did i buy NVDA or AMD? why does the chart look like a flatline? i swear if i refresh one more time the numbers change. i need to sleep but what if i miss the pump? god i hate myself for buying these calls yesterday. regard behavior. absolute retardation. please let the sun come up so i can pretend none of this happened.

CockSmash69

NVDA 230 by close

DressedInPolo

NVDA calls when the market was skittish about AMD earnings BE Calls after the sell off ADBE puts when it was climbing to 280+ on nothing but sentiment

Spac55

All funds want NVDA crash , so that data center cost reduce, then AI companies will be profitable

Spac55

How many funds wipe out, when NVDA crash 50%

Spac55

NVDA. 5.5 Trillion market cap, when story fading no more spending g for data center, think what happens to NVDA, no other source for big revenue

InternetSlave

No one has gone broke selling for a profit. I'm over +4000% on NVDA and +2000% on AMD and I struggle with when to sell also.

Equivalent_Camel_484

Here is my take: A broker will not ban a trader just because they are too profitable, it's "how" the trader traded to become profitable. As long as their trades are "legit" they will keep the trader. Most likely if a trader is taking advantage of price improvement and/or and continuously exploiting beneficial fills (meaning a strategy relies on this) there is a high probability of being banned. From my understanding this is done with small dollar tickers usually under $5 and I suspect the trading can be done by spamming orders and exiting the position very quickly for exploitative gains. I haven't done this myself and am not an expert on how this is done, but if a trader does something like this or it seems familiar I feel this is what brokers are looking for with regards to toxic flow. Granted a trader can legitimately trade via latency arbitrage quickly, I just don't know if it is wise to make this a central strategy. If a trader is legitimately trading and making money; for instance they buy NVDA stocks and hedge with a put and sell later both positions in the day for a profit whilst continuing to come out on top day after day with these types of trades they would less likely be considered toxic, provided the trader is not executing these trades in microseconds to take advantage of pricing delays or inefficiencies (it would be difficult to take advantage of "pricing inefficiencies" with something as liquid as NVDA, but something less liquid sure). In my opinion this is providing flow for the MM's and neither the broker nor the MM will care if you are constantly making money off them, some traders will consistently make money. Hence in this example a trader is very profitable, but not in a toxic way. In other words if a trader is exploiting some trading/pricing mechanism from the broker and isn't at risk of taking a loss this is probably considered "toxic." The less risk with the trade due to pricing inefficiency, the more likely a trader is to receive a ban. We also see a plethora of traders being banned for hyper-scalping which I tried to outline in the first paragraph. Again since I don't trade like this I am unable to give expert context with toxic flow and hyper-scalping, but I believe this is a combination of large round-trip orders done in extremely short periods of time. I feel like a trader wouldn't necessarily need a bot to do this either. Exploiting broker pricing mechanisms, delays, or beneficial fills isn't really trading and brokers want us to trade. Again these are just my thoughts. Lastly if you are trading on both sides (spoofing), the broker will most likely send you a warning if you are doing this before outright banning you.

Spac55

NVDA crash 50%, 2-3 Trillion wipes out, as AI story fading

VetFinPilot

What's wild is that Muse drove yesterday's rally which saw a 12% bump for INTC but not NVDA

garvens

Fuck it, i put my money on NVDA

miata_only

Some people are saying $BABA's new chip is designed to compete directly with NVDA's accelerators and that the latest Zhenwu V900 model offers 3x the performance of it's predecessor, you guys

Jean_Jones_666

the double standard has one cause: "AI bubble" AI FOMO AI doomers previously you'd still awlays find some "value" guy who'd hate unprofitable ultra-high gross margin high-growth names, cuz it's unprofitable, and he's the only sane person in the room but now this meme beacme 100 ttimes more potent beacuse you have people: \-who hate AI because they KNOW they are getting left behind = "ai is overrated it's a bubble" \-who are salty because they didn't get NVDA or MU \-etc tehre's just far more incentives to be an enlightened pseudo-sceptic, far more ego to protect than before

Holiday_Movie178

Ummm If NVDA drops It wont be due to any of the things you mentioned here… Could be due to AI processing/ compute demand not continuing to be as strong causing revenues to shrink Could be due to inference and model Training becoming simpler and them there will be more competitive alternatives to their chips Could be due to circular AI economy collapsing and NVDA financing itself to a certain extent.. That being said, NVDA is currently priced very reasonably for the world’s highest valued company exhibiting incredible margins and growth. ~18x price to sales ratio and a ~14x forward P/E and a SUPER low PEG and they are making smart investments with all their capital.. so if you would ask me, no, they are not doomed and a lot of the above mentioned concerns are already priced in. I can share a tool I built that quickly gave me these analysis both qualitative and quantitative, DM if interested.

True_Brief7876

NVDA piece of sh\*t go down

After-Ad-8916

should i sell NVDA call???

CockSmash69

NVDA is a fucking shit stock

jetpilot6969

Scam MM's gonna fuck the indexes with NVDA today. So gey

Ayydeeez

NVDA that is actually the wrong way

Ampliified

Just made $10 on $220 NVDA puts I call that a wrap

verified-trader

**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $240.74 (above) | $229.28 | +5.0% | Sep 25, 1:35 PM |

maschin1982

!banbet NVDA +5% 3d

syedhuda

**NVDA gang members checkin in**

True_Brief7876

Fkn NVDA no way

True_Brief7876

The thing is that NVDA give you a huge candle like in 1 sec. I put a limit order

True_Brief7876

Honest question, should I sell my NVDA puts once the market open??

SanDisk_Made_Me_Itch

Get in NVDA calls before it’s too late

Holiday_Movie178

no, that exactly what I DIDNT do, thats my point... I randomly took household names across tech, finance, healthcare (for example NVO lost to the index) without looking at all at their returns, I didnt take NVDA, SNDK/WDC etc on purpose.. I would argue its likely this same list will beat the SnP in the next 10 years as well... at the end of the day its the names that have been pushing it in the last 10 years (not dragging it) and I dont think will stop anytime soon

Sea_Abroad8499

I'd be careful assuming the correlation is stable enough to build an options trade around without looking at rolling windows. NVDA and TSLA can trade together during broad risk on/risk off periods and then completely separate when company specific catalysts hit. I've had both charts side by side on Moon before and the relationship changes a lot depending on the timeframe, which is exactly what I'd want quantified before using it for spreads or hedges.

maschin1982

!banbet NVDA +5$ 4d

guider418

!banbet NVDA -70% 365d

FederalExpressMan

That was AMD 2 years ago when NVDA jumped while it lost 50%

KnownProposal7797

BB buying out NVDA

WordsHappenedHere

Lol NVDA is the leader in inference. They own the ecosystem. AMD is the obvious second best and second source for inference. But no way it deserves this multiple.

iYoloNDX0DTEs

Hey Burry, did you know that NVDA’s earnings didn’t drop last quarter lmao. But LULUs did 🤡

MYxLITTLExPWNY

Man. Chill. I didn't start investing until I was 28 and understood a thing or two about markets and the economy and had any extra cash to even invest in the first place. Now ten years later, I've been underemployed mostly by choice for the past four years, living off my investments for the last three, and the total across my investment accounts is 60% greater than four years ago. (Never mind that I need to get back to my earning potential soon, but...) Point is, I missed Netflix, Amazon, Apple, Sbux, etc, and I bought in to Meta and a couple others a bit late, but I got NVDA, AMD, Meta...and there will be more. One day you're going to grab some stock picks that other people will wish they'd gotten if only they'd started sooner. Long view!

coopermug

Semis is cyclical. Capex spending depends heavily on OpenAI & Anthropic's demand. This is a real risk. These forecasted capex puts a lot of trust in these 2 frontier AI labs. For me, I decide to trust Google. Their business is way more diversified than NVDA.

GrumpyScroogy

Cant be this dense, are you? Who do you think was buying AMD / NVDA etc a a decade ago? Cause it wasnt Wallstreet.

Spac55

Suddenly IPO delayed for AI-monsters. $NVDA CEO of course jump to smooth it, because he has to sell GPU, otherwise crash like Enron. Market cap pump by vibe not by earning, $AMD look market cap, compare to $PEP $PG $CRM $NKE $BA $ASML & many. $QQQ $SPY at vix 14 handle, heading midterm time? https://preview.redd.it/v59bkd93k0rh1.png?width=745&format=png&auto=webp&s=da08c94c4ca100cb65331b1da80d7b8d61ba0fbe

maschin1982

!Banbet NVDA +5% 7d

MaterialGuy007

China-US spat Alibaba today taking on NVDA 7 Chinese chip manuf taking on Intel - Intels 20% Rev & 14,000employees at stake Kiwimoore Chinese competitor to MRVL going public in HK today YMTZ/CXMT against SNDK - on and on So why’s stock going higher and higher - in 1 year most US chip leaders will lose 10-20% revenue 

Khaaaaan92

Okay so Tesla I wouldn’t touch, fully agree with you but I’m just a guy on the internet that thinks a Ketamine addict with ties to an unstable president is a bad choice to bet on. Go figure. Podcast bad. That is all. I think you might have something there. I noticed you mentioned wanting experienced advice. I’m not old as fuck but I bought RGTI at 1.50 with about 60 grand and I’m doing well now. Heaps of research on investor sentiment. The idea was, NVDA popped already, what would people choose en masse next?This is, I believe, outside of fundamentals which are important, the key to success with this shit. The interesting thing is that my next thought was the materials needed to build all this AI bullshit. Someone mentioned nuclear, which is right, graphine also, you’re right. If you wanna go that direction find out what it takes to build the stupid shit billionaires want and try to figure out what they’ll want next. It’s honestly exhausting but also what your average fuckwit thinks billionaires will want next, because unfortunately there are thousands of you having the exact thought at the same time. It’s exhausting but try to do that if you want to go this direction man.

MooseBoys

💀 MRW I sold my $2000 of NVDA in 2009 because my employer did business with both them and their competitors and I wanted to maintain impartiality (it would be worth $1.7 million today).

Toothlesskinch

IONQ, QBTS, QUBT, INFQ, ARQQ are where my head is at right now. Neutral atom, room temp systems and encryption. NVDA, MSFT, Amazon and IBM are also dumping huge amounts of money into R&D - which makes sense as the tech poses a sunstantial threat to their existing revenue models

investinghopeful

The simple reason is AMD is no.1 in CPUs and no.2 in GPUs. CPUs have all of a sudden become very important (think of memory 1yr ago) and forward CAGR has grown from 10% to 30% to 50% to 70% in a short span of 6-9 months. CPU:GPU ratio is expected to be 1:1 going forward, down from 1:8 previously. Meanwhile, GPU market is still growing as we see from NVDA's projections. so no.1 in GPU gets you 5.5T (NVDA) no.1 in ASICS gets you 1.7T (AVGO) if you are no.1 in CPU + no.2 in GPU, aren't you going to be worth 2-3T even assuming no growth in overall semis? and AMD has huge amount of IP and can compete in ASICS as well (custom chips for META, GOOGL, MSFT, etc). the multiples everyone is quoting are based on old estimates or historical 12 month numbers. Market moves based on 1-2 year forward earnings.

Sharp-Direction-6894

Imagine, for one moment, if you will: NVDA at 1000 PLTR at 1000 RKLB at 1000 Please imagine with me. Thank you.

Able-Calendar7508

Just go all in on NVDA

No_Switch853

Well, I have been investing in the market for the last 23 yrs. I have been aggressive the last 3 yrs. I got in early on tech giants like Amd, Alab, Anet, Arm, Avgo, Apld, NVDA, Mrvl, MU, Docn, Intc, Pltr, Smci, Spcx, Rklb, TSM, STX, VRT, GLW. Today, I crossed over 1.1 million and decided to sell everything but 200 shares of Nvda. The rest is sitting in SGOV earning me 3,100 monthly in divvys until my retirement in 2 yrs. It has been one hell of a roller coaster ride with all the big ups/ downs. I am going to leave my other brokerage portfolio to ride with 148k in it. Good luck to all navigating thru the Wall Street casino! Don’t fall in love with any particular stock, take profits, re invest in something wks with upside potential. Good luck all, I’m just chilling from here to retirement!

Remarkable_Cat_8696

Interesting to short AMD as a hedge when it's much more expensive than its peers like NVDA and AVGO.

True_Brief7876

Yeah but if NVDA go up tomorrow my puts are cooked

Successful-Tea-5733

Dang, I get it's passively managed, but no NVDA? That seems a bit scary.

enc-nyc

NVDA does not have options for tomorrow. Wed and Fri.

True_Brief7876

I have puts on NVDA for tomorrow, I’m cooked or not?

Calvertorius

Commission and contract fees. Made some profit off NVDA options, paid $1600 in commission and fees. Really disappointing.

WordsHappenedHere

I mean it’s a great company. I bought it around 180 and sold at 250. Clearly way too soon. It’s a great company but I just can’t get behind the valuation here. Especially with NVDA where it is. At this point NVDA is a value stock. Even as it’s growing 100% which in and of itself is also bonkers.

jrex035

It's funny, everyone just ignores PE when it comes to growth stocks. Which is fair enough, but a lot of these companies, including NVDA, are super expensive if you use pb, ps, or p/fcf instead. AMD has a pb of ~15, a ps of 25, and a p/fcf of 122. Totally bonkers

Lorddon1234

It is dangerous to be an enemy of NVDA. There is a reason why Jensen is buttering up Marvell.

WordsHappenedHere

PE ratio of AMD at this point is absurd. 143x trailing whole NVDA sits at 28x is laughable. WMT has a higher multiple than NVDA which will do something like $800 billion in revenue by 2028 on 74% margins. Some of these names are whacky

Few_Adhesiveness2963

I just Shorted NVDA & ORCL hahahhaa

SaltyKrew

Avg share price is 74. Placed a big bet (I was 20) and put 15k on AMD and 10k in NVDA.

Background-Nothing71

NVDA $230 this week!?!?

trentcoolyak

Every company has the ability to go +10% in a day except NVDA. I just want to see it one time. They trade like a bank man. Even when every other chip company is ripping and news comes out that their next chip absolutely chokeslams AMD's entire lineup they're at +2% and AMD is up 12%

trentcoolyak

Every company can go 10% in a day except NVDA

Spac55

After 250 years of US independence, all are not intelligent enough, need to spend $5-10 Trillion to become super intelligent AI technology can be here, but financial derivatives products crash 90%,as leverage too high $NVDA $MU $AMD $INTC $SMH $QQQ $SPY all see high rate impact

Samjabr

What time do those megalomaniac douchebags come out with another, "We're all doomed" All the while touting their new improved models, trained on a billion NVDA gpus 🤡