NVDA

laststarfighter2635

NVDA could buy Iran and make it all data centers with nice trees and fountains

Capital-Pineapple961

Berkshire to open 200B position on NVDA soon

Cloudy_Crane3559

The irony is that the "TSMC of robotics" thesis assumes robots will all depend on the same expensive bottleneck. The winning design might make half the TSMC and NVDA stack unnecessary.

No_Current3675

them shits is more expensive than NVDA. enough said.

sirzoop

Nah but I’ve been buying companies that own anthropic stakes though. AMZN NVDA GOOGL CRM ZM

melvinzee

NVDA is the a monster of a stock, but the big returns are already realized at this MC.

Kongressman

NVDA is literally a money printer.

Le7emesens

Yes that what the guy is saying when he talks about the 70% things (i assume he's a guy because I'm dumb too): Basically what i think he's saying is, if NVDA were selling today to their clients their chips at a super lower price, the stock price today would still look fair, not expensive, according to his model. But they are selling at much much higher price, so the stock price should be way higher according to his model and it's not. Hope this help be less dumb. Don't worry I'm dumber! Sorry, i like movie reference jokes, Dumb & Dumber with Jim Carrey. ;).

FFF_in_WY

How does the magnificent 7 grow into their valuation? We are still in a consumer driven economy. Consumer debt is in a slow motion explosion. Americans are carrying a $1.26T balance at an average of 21.5%. Delinquency recently passed 7% Total household debt is creeping up on $20T. If we're taking the position that there's money to be made, where is it coming from? META is just advertising. Amazon is 80% retailer. Tesla is a stupid meme. And yet the PE for the magnificent 7 is 50% above the S&P blue chip stocks. NVDA has at least gotten loose to sell critical chips needed for US development to the adversaries.. I don't see how any of the market fundamentals at all levels are sustainable, my friend.

Shantomette

No comparison. We didn’t have PE ratios, we had price per clicks. There were no earnings. It was all financed and smoke and mirrors. And Arthur Andersen rubber stamped everything. No comparison. META trades at 25X PE. What did Pets.com trade at? 125,000 clicks per share. LOL. NVDA is trading at 27. Growth stocks under 30PE. Not saying SOME names aren’t insane. But when you back out big tech, the S&P500 is trading at 17.1X P/E. Pull out mega caps and we are at 16X PE. The world is not as it seems to you. Combine that with today’s companies are actually printing money vs years ago when it was all vapor. Will we have a pullback? Maybe. But over the next 2 years companies will grow into their valuations. So no, I’m not changing my life because an economic term might come to fruition at some point.

SurpiseCurrencyDebas

Bank of NVDA will be handing out twice as many ai contracts too

znightmaree

I’m an anesthesiologist. Would need to know more about your situation to give good advice, as a lot of it depends on your skillset and resources. I found the highest paying job I could right out of training in a LCOL area and saved and invested aggressively. Once I maxed out my retirement accounts, I took half of my take home and put it in the market and swung for the fences. I’ve had a few ten baggers (NVDA, TSM, AVGO, RKLB, to name a few). My safety net is my work retirement accounts but I have several million across my taxable brokerages and my Roth. Don’t buy depreciating assets. Dont overpay for shit. Be smart with your money, take care of your health, and don’t marry the wrong woman. You’ll be fine.

Mysterious_Ad_5383

Got 10 210 NVDA puts currently also! Best of luck my guy 🫡

Real-DrUnKbAsTeRd

It doesn't matter anymore. AI is driving the bus. You really think AI trading algos are going to do anything to slow NVDA or ASML?

jaymoont

Tomorrow NVDA 13:50 d

jmc774

NOK will be the next NVDA

Ok_Entrepreneur_dbl

I established new positions in MSFT, NVDA, GOOG and AMZN. They were running flat so I moved on. IMO they are showing signs of life. In July, I bought into pharma and big financial. I noticed some increases in those areas. Really has worked a stabilizer. Gains are meh, but losses are meh too. Seemed like an opportunity to trim some profits an park there. I still hold some Network tech, data center tech, cyber security, the mag 7 above and semi. Having stocks parked safely is actually difficult for me but I get some decent gains and when my stinger growth stocks take off I will unload safe.

oh_no_the_claw

Do NVDA investors really believe the technology is going to end the world? There isn't a lot of money to be made in a global human extinction event.

Mr-Cheek-Clapper

Bullish news! Time for NVDA to drop another -5%.

Valkyrie_Skuld

I bought NVDA puts again today

BarneyThePurpleDino-

All in NVDA.

Feisty-Payment9614

I keep on thinking about the guy who YOLOd 28k of NVDA 220 calls yesterday lmao. He must hate himself.

MarsupialNo8853

I have 5 stock… today, reduced from roughly 12 three years ago. In my sequence of purchasing of what I still own. 2023 NVDA 2,500 shares trimmed to 1,000. 2025 NBIS 4,000 @ $70 2025 IREN 6,000 @ 35 2026 ZETA 6,000 @ $20 2026 DUOT 6,000 @ $13 Invest more where you think the increase will occur the fastest and always look at the next stock you want to buy, set a trim price for the ones you own to fuel the new purchases. I started investing after a long break, only 3 years, only $300k down and never added, over $1.5M currently. So, example, my target price for trimming will be $150 for IREN and $500 NBIS and looking at cyber security and or photonics whist keeping the majority of the holding I own. So simply have conviction and buy more in what you believe in, even ETF’s work the same.

BusinessMud7331

NVDA had a $14 swing from premarket to HOD, so its not inconceivable that it can do $15 swing tomorrow

kdpil

Holding NVDA 220 calls expiring tomorrow

True_Brief7876

Go down 1 dollar NVDA just 1 today

True_Brief7876

NVDA\*

True_Brief7876

Why NVDA don’t got to 218 yet??

Sudden-Tone3983

NVDA aint crashing

True_Brief7876

When NVDA crash today????

hughsless69

NVDA and TSLA please go up more

Cav829

The Semis are what are catching a bid today. I have no idea if that will extend into tomorrow, but INTC, NVDA, and AMD all have had good looking charts. I like the look of GOOL with this pullback. MSFT is not so hot now that it seems to be losing the 20-day. AMZN is a mess. Wouldn't touch it until $235 if it were my money. I've been playing MU on and off, but I kind of hate it here. You've got about $20-$25 of upside versus $180 of downside right now based on where it's trading. AVGO is a dog's breakfast of a chart. I think I'd stay away until it can find a bottom around $315, maybe a smidge lower. If you're playing indexes, I continue to like the Qs more than the others right now. IWM and Diamonds are breaking down. Qs look a little more constructive than SPY.

True_Brief7876

Why NVDA stayed flat in 219 just go to 217

True_Brief7876

NVDA just go to 217 cmom

True_Brief7876

NVDA puts

New_Ad_1682

COST never rips. Thing has less beta than NVDA.

SubpoenaSender

I still have the 1.2. I went into AMD right before chat GPT with around $40,000. All in on covered calls and cash secured puts. There was a day that I missed opening my trade and I forgot because I had to take my son to the doctor…..I would’ve made around $128,000 that day. I have no trouble admitting it was luck. I saw nothing coming. I actually just looked at some data about AMD and it felt safer than NVDA. I would’ve been far more profitable in NVDA, but I truly felt better about AMD for some reason. I don’t have the AMD stock anymore. I sold it all, which is also always I had to pay taxes. I told you the truth on my attorney fees. It was a felony crime. I was required to pay the full bail because I am a Veteran and they claimed that made me more dangerous. Otherwise I only needed to pay 10% upfront.

LongAppointment5976

NVDA SPCX puts and MNQ short, all positions red :belt:

internetsoci0path

Any chance we could get NVDA 210 tmrw... would loveeee dat

True_Brief7876

NVDA puts

WSB-mods-are-

entered NVDA calls for tomorrow

Pristine_Fix_3047

To add to your question. I’m a novice but if you want my opinion: 2 options, sell and buy all spacex or NVDA with it and forget about it if you want to have another big risk that could pay off, or sell it and put it into ETF’s that track the S&P

internetsoci0path

entered NVDA puts for tmrw

phosphate554

i’m not sure what you’re arguing about though. the post is about micron and its rapid growth and margins as a manufacture. my reply to the top comment was that NVDA is not a good comparison, because they’re a chip designer, therefore not apples to apples.

True_Brief7876

NVDA puts looks so tempting

jetpilot6969

NVDA lookin like its about to throw up it's breakfast

phosphate554

designing and manufacturing are two completely different things. intel does both. AMD and NVDA only design. TSMC only manufactures. in the case of this post, micron does both. my point was that NVDA is an entirely different business than micron, because they do not manufacture semiconductors.. I wonder how many AI infrastructure shareholders know what the company does.

True_Brief7876

NVDA puts??

Different_Goat3444

Anyone got puts on NVDA?

Infamous_Ad8730

Shiller P/E is mostly irrelevant in today's market. It was helpful and meaningful when the big companies were GE, GM, Ford, PG, WM etc. Those businesses had 5-10% margins and investors were only going to pay so much for that kind of profit. Now, the major companies (by far) are NVDA, AAPL, MSFT, META, GOOGL and those companies are running 50-75%! margins, so investors are now willing to pay more for those outrageously higher profits.

grmayshark

$NVDA ath by tomorrow? Asking for a friend who could really use extra $60k or so with these 230c lottery tickets he picked up

greenpride32

Yeah but MU didn't do anything special - they are just price gouging. Output is more or less flat - but all the other numbers prop up (margins/revenue/profit) when you raise the price. NVDA on the other hand has maintained margin while increasing revenue and profit by selling more product. This is why you see a difference in their valuation multiple. One is viewed as an operational juggernaut. Other is just capitalizing on a hot market where there product is still viewed more or less as a commodity. In the longer term, the risk to the memory makers is development of alternative solutions, and thus the lowered multiple. Disclosure: I own both.

LongAppointment5976

NVDA SPCX puts

Spac55

Fed hike 0.25 after a long time Looking housing sentiment, when all sectors of economy cooling &only AI-hype push index high, how the economy will react? 10Yr at \~5%, after 19 years If AI delay, many IPO delay, many banks struggle next $QQQ $SPY $SMH $XLK $XLF $NVDA $MU just pump dump Algo, when AI story cooling

LongAppointment5976

Ai stocks will dump at the open? my NVDA SPCX puts smells like dog shit :chad:

Cav829

I don't think NVDA traders have any sanity left given the sheer amount of fake breakdowns and breakouts it has had.

bluethereal98

green thursday 💰, and being the 17th just feels right got NOK and NVDA calls

LilPrinceTrashMouth

Imagine if I held those NVDA puts over night. I woulda been SICK!!

Kung-FuPikachu

is the guy who yolod NVDA 220x still holding?

1098duc_w_the_termi

Holding 7k in NVDA 220C 11dte from yesterdays low. Should be up a nice 50-60% at open

TipEmpty8429

Yeah, similar to NVDA at $5 trillion

Feisty-Payment9614

I’d advise the regard who pull ported NVDA calls this week to sell at open. Take this pump as a lucky gift.

znightmaree

NVDA bought Hugging Face to control the negative PR from OpenAI’s hack. Squash any possibility of a lawsuit or bad press over it.

Sawyerthesadist

Better to do the pig pen. If they can’t find the body they’ll never prove I’m dead. Smart kids but I’ll beat them in the afterlife if they buy NVDA

SanDisk_Made_Me_Itch

Wondering if I should wait for another AI scare or just get NVDA shares now

Keeltoodeep

Google was a value stock at $150 a year ago. NVDA is a value stock now. Value investing that works today is less about dividends and more about finding assets trading for much lower than their growth potential.

Jhonka86

S&P 500 is one of your "safer" choices in the market. It specifically chooses large companies that have been continuously profitable. Yes, it has NVDA on there, but it also has PepsiCo, Proctor and Gamble, Phillips 66, etc. Notably, it does not have SPCX, nor will it include Anthropic or OpenAI when they IPO. In a massive recession nothing will be spared, but some will still outperform - but with enough diversification, you'll be able to DCA on the way down and continue growth. For hedging - increase your bonds, and increase your international holdings. If you want to get really wacky, add a SMALL amount of commodity ETFs. You're 49, so you'll retire in maybe 15 years at the earliest. If your portfolio is less than 10% bonds, that's an easy change. Even 20% wouldn't be crazy at your age. Fwiw, I'm about a decade younger than you, and I shifted my portfolio to about 15% bonds just a bit over a year ago. Everything I've suggested above is literally what I've been doing. Don't try to outsmart the market by timing it perfectly, or putting your funds in the place where a recession won't touch it. Just shift your risk tolerance to help you sleep at night, diversify your holdings, and keep on trucking.

YaTuSabesPapi__

Buy NVDA

sleepingpepe1

I’m with you on the thesis and the short ratio is crazy. I’m in for just 1000 shares at $9. The company does well on earnings and their biz plans and operations seem solid. People hate on it bc it has been a meme stock a couple times but NVDA even had a stake at one point. I personally don’t believe enough to yolo but if they can corner the agentic market before other major ai players, i don’t see why they can’t grow their mc by at least 10x in the next few years.

LegitosaurusRex

> you're already long this theme through NVDA, MU and CRWD No I’m not

rastawolfman

NVDA and AMD. It’s only the beginning

OnceALoser

NVDA is same price as on April 27th. NVDA needs to wake up. 6 trillion market cap is calling.

duluoz1

From my friend Claude - Worth saying upfront: I'm made by Anthropic, and the entire thesis hinges on what Anthropic is worth. Take my read with that in mind. I've tried to check the claims rather than form a view. **What checks out** Most of the facts are right, which puts this above the WSB average. CEF Connect shows a share price of $34.24 against NAV of $34.30, and a 52-week range where price hit $72.87 and NAV hit $34.30. The May comparison is accurate: the stock traded at $61.66 against a NAV of $24.56, a 151% premium, and at its April 2024 peak buyers paid over 400% above the value of the underlying assets. The insider buying is real: Sohail Prasad made 3 purchases buying 56,000 shares for an estimated $1,767,343 with no sales. And the New York Times reported in late-August 2026 that an eventual IPO could value Anthropic at $2 trillion, against a Series H in May 2026 at $965 billion post-money. **Where it falls apart** **The "10% discount to NAV" is a discount to a stale number the manager produced.** CEF Connect's 8 September page lists the NAV as of 31 March 2026. Destiny's own documentation says the fund strikes a quarterly NAV, and fair value determinations are made by the adviser's valuation committee with assistance from an independent third-party valuation firm. You are not buying a discount to observable assets. You are buying a discount to the manager's own estimate of illiquid private stakes, months after the fact. **The Anthropic re-rate is mostly already in the NAV.** The $965B round closed in May. NAV went from $19.97 at the end of Q4 2025 to $34.30, and total return on NAV over 12 months is 395.66%. The markup has happened. Run the actual numbers on the post's own inputs: Anthropic at 14.4% of a $34.30 NAV is about $4.94 per share. Going from $965B to $2T adds roughly $5.30, which is where the post's "$40 NAV" comes from. But that requires the full $2T. At the more sober base case, secondary markets price Anthropic at $1.05 to $1.15 trillion and FutureSearch projects a median first-day market cap of $1.10 trillion, a 14% premium over the last private round, which adds about 70 cents per share. Not several dollars. **The $2T figure is a forward-forward projection.** It rests on projected 2028 revenue of $190 billion to $200 billion. That is two years of flawless execution priced in today, leaked to journalists by parties who benefit from it being believed. **The real thesis is "the premium comes back," and the post's own data argues against it.** Every price target listed is NAV multiplied by an assumed premium. That isn't valuation, it's a bet that other people will pay more. But look at what actually happened: the 52-week average premium was 74% and the 52-week high premium was 290%, while the 6-month average is a 1.92% discount. The premium collapsed from triple digits to zero **through** the SpaceX IPO, the single biggest catalyst this fund has ever had. SpaceX listed in 2026 as one of the two largest IPOs ever. The post frames the May buyers as lunatics, but they were buying the same "premium inflates into the IPO" thesis it's now recommending. It didn't work. That's the precedent, not the exception. **The fee structure is worse than "a giant pile of T-bills" sounds.** The 2.50% annual management fee is charged on gross assets, not NAV, and the total expense ratio for 2024 came in at approximately 6.28% of average net assets, making DXYZ one of the most expensive publicly traded funds available. You're paying 2.5% a year to hold treasuries. The T-bill pile is a cost centre, not a feature. **Post-IPO, the fund's reason to exist shrinks.** Once Anthropic lists you can just buy Anthropic. And 2026 US IPO proceeds have hit a record while new listings have lagged the market. **My read** The one genuinely good point is buybacks below NAV, which are accretive, and insider buying alongside them. That's a real floor mechanism and I'd credit it. But the structure of the argument is: buy at fair value, sell at an irrational premium to a stale self-mark. That works until it doesn't, and the chart says it already stopped working four months ago. Context also matters for timing. The Fed decision lands in hours with a hike priced at 91%, and AI-related stocks sold off sharply on 14 September as concerns over AI risk intensified. There's a certain irony in Anthropic trying to convince Wall Street it deserves one of the biggest debuts in market history while simultaneously saying the pace of AI development needs to slow down. A high-beta, illiquid, 6%-fee closed-end fund is about the worst vehicle to hold into that combination. Separately: you're already long this theme through NVDA, MU and CRWD, which is where most of your gains sit. Adding a leveraged-sentiment wrapper on the same trade concentrates rather than diversifies. If you want the Anthropic exposure, waiting for the S-1 and buying the actual listing is a cleaner expression with no fee drag and no premium risk. I'd skip DXYZ.

Ketamine-Cuisine

NVDA at a 27 PE like some regional bank that still faxes loan docs, while Jensen is out here printing hundreds of billions and casually talking 70% growth like it’s a rounding error. Orange Hitler rang him live onstage and they both flushed Gaythropic’s “please slow AI so we can keep the club exclusive” speech down the toilet. Nvidia buys Hugging Face for $13B and suddenly the closed labs invent safety. Now Jensen’s walking into the Trump-Xi dinner about to get export controls sloppy style. Street still acting like this is priced in. It isn’t. Get in while you still can boys. This is going to rip.

Ketamine-Cuisine

NVDA sitting at a 27 PE like it’s a sleepy bank while Jensen prints money. Orange Hitler called him onstage and they both called Gaythropic’s “slow AI down” pitch a hoax. Week after Nvidia bought Hugging Face for $13B, the closed labs suddenly discovered safety. Now Jensen is about to receive it sloppy style during the Trump-Xi meeting. Get in while you still can boys. This is going to rip.

Ketamine-Cuisine

do people understand what is about to happen with NVDA?

tropicalia84

# NBIS 50BN MCAP COMPANY MOVING THE MARKETS MORE THAN NVDA ANS NVDA WAS UP MORE :kek: :kek:

Wernher-von-Kerman

nah man NVDA obv gonna be 4/5 the world economy by then

RizzlerNerden

Send money to ASML, TSM and NVDA 2-3 years and forget

_Doomer_Wojack_

$NBIS rising after hours hours due to: JUST IN: $NBIS IS RAISING ON-DEMAND GPU PRICES EFFECTIVE OCT. 1 Nebius is increasing pricing across major $NVDA GPUs: H100: $3.85 → $4.50 (+17%) H200: $4.50 → $5.40 (+20%) B200: $7.15 → $8.50 (+19%) B300: $7.85 → $9.50 (+21%)

patmccock86

QQQ puts, SPX puts, SOXS, SQQQ, SDOW, NVDA puts. I am going to start a newsletter after I print tomorrow

gumboii

Bought NVDA 215p for 0.65, it jumped up to 1.10 and dropped to 0.70, sold there, and now I found out they jumped above 2.00. sign

RuleSafe6767

Why is NVDA so beaten down today when AMD was up?

traderbusto

Spacesex, NVDA and AAPL holding things up like Atlas

Sufficient_Nose629

NVDA is still green as well

Arnab_Goswami_RTV

Won’t stop drilling till NVDA is red lmao 🤌🤌

english_fool

Feel like NVDA 212.5 is a tad lower than it should be

Ayydeeez

I really want NVDA to red that will finish shaking everything up

caprividog

This was more fun than NVDA earnings since it happens during market hours

internetsoci0path

LOL NVDA shorts and USO calls. Played today like a fucking FIDDLE.

Fit-Frosting-7144

🥭 has to stop the Iran war completely or else his NVDA calls won't print

moorhound

NVDA earnings bers handing off the "Fucked Up the Most Obvious Play" award to Fed Decision Bols

Straight-Annual8687

Gonna be a lot of crying in the casino when NVDA is sub 200 tomorrow

Ayydeeez

META and NVDA are holding SPY up for dear life

internetsoci0path

NVDA crashing right after this conference ends

internetsoci0path

NVDA ends 213-212, USO back to 158.

Sufficient_Nose629

!banbet NVDA 260 30d

silicon_replacement

There will be no problem if they are rated junk. Big difference with 08, junk are rated as AAA NVDA backing and the big 6 investment banker are trying to make those less junkie

Jagged_Tide

Should I have bought 10 $2 0DTE NVDA calls or one $20 one

retiredalavalathi

$NVDA about to dump hard today.