NVDA

FeverTreeCloud

NVDA has barely moved either way after earnings for few quarters now

youngneil00

Seeing if NVDA is nice to me before earnings

ApathysLastKiss_

This week is likely going to suck. The big money that moves the market isn't going to buy or sell much until Kevin Warsh tells them something at Jackson's Hole. And NVDA earnings.

modder9

You assuming NVDA will go up?

omarmatar99

Yeah, that makes sense. I’m leaning toward waiting as well, especially with how volatile NVDA can get around earnings. Curious to see what the guidance looks like before making a move.

BriackYOLO

NVDA is free money

memoryisntram

The Small Short where he makes 5% on his $NVDA puts.

ApathysLastKiss_

It absolutely will be until it gets clarity from Warsh and NVDA

AlternativeAd285

SOXL. NVDA and MRVL earnings are projected high. Last may it followed pretty high. I’ll be day/swing trading SOXL.

Flat-Focus7966

Week of NVDA earnings & you are holding puts Michael?? Practicing my conversation with Burry....

Many_Tip_3973

Rally until NVDA earnings then dump.

No_Cod972

NVDA p/e is 32.88 You are not bullish enough.

csklmf

NVDA will make millionaire and beggars on the street

OwnTheThrone

NVDA ATH this week

RandomC6

NVDA had six red days in a row. which has a probabillity of approx. 1.6% assuming normally distributed returns (actually even lower considering NVDA returns are positively skewed). Fundamental story is still looking good, expecting higher prices going forward 2-3 months.

PrivateContentPolicy

I’m a complete beginner with a few positions (VOO,NVDA,LLY). So bond market going up makes stock market go down?

IndependentUsual7444

NVDA 205 tomorrow

fomoandyoloandnogrow

Never heard of an $NVIDIA is it a leveraged etf related to $NVDA?

itsalwayscalls

The Reddit AntiAI brigade loves this stuff. In a letter to shareholders Poolside explicitly stated they couldn't get $2b in time to acquire data center capacity to become their own frontier lab. They wanted to be Anthropic or OpenAI. This is not the nail in the coffin of the premier models, it validates their moat to a big degree. Yes this is a degree of NVDA diversifying from hyperscalersn but hyperscalers aren't going anywhere. The common individual and small to mid-sized business is going to hyperscalers. Way to accessible. Even enterprises are going to stick with hyperscalers for accessibility, licensing restrictions of open weight, data access, open source legal rules, and l legal liability in general is better.

AndItsThetaAgain

The absolute desperation of NVDA to spin a narrative where they’re not the center of this debt circle jerk is comical

wafflepiezz

Memory stonks after NVDA’s earnings

KingOfTheBritons96

I think whatever NVDA does over the first half of the week will be inversed after earnings, ending right back at where it opens tomorrow

Cav829

Remember, NVDA earnings are always hyped to fuck and back and almost always IV crushed.

sleepygarner

Whatever NVDA earnings are. It's priced in.

sfw_supdood

What are people feeling about the NVDA earnings?

PenguinOfB00m

Bro just buy NVDA come on bro it's safe bro +15% price hike bro it must be bullish bro press the fucking buy button brooooo

L0pat0

NVDA hostile takeover of CBRS

sfw_supdood

That's not how this works. You need both processing power and memory, one without the other is worthless. So if datacenter demand falls, then so does NVDA demand, and then memory, and then storage................crash

Riskismyapellido

"ur problem not mine" feels like u are a little full of urself. I and probably not anybody cares that u have 1300 + (the plus is important) shares with a cost basis of like 200$ total in 2017...Like u had the slightest idea about the future NVDA run. Good for u but jesus christ 

Alternative_Cup1267

Can’t wait for NVDA earnings to rape my semi calls 😁☝🏽

andytobbles

MRVL and NVDA will cook this week.

Dear__Bruce

Obviously NVDA will beat, raise guidance, talk about unlimited demand forever into infinity etc etc blah blah Boring

Glittering_Dig3798

If I'm holding NVTS, and NVDA announces a big manufacturing deal with them, what do I care if NVDA doesn't move?

LarsTarkas

People going to go all in on NVDA calls to see it get obliterated

OptionsHuduga

Nvts is dead money. NVDA won’t move or will drop as usual. Next.

Glittering_Dig3798

Lots of noise heading into this week. Sentiment around NVDA earnings are positive yet hesitant based on historical post-earnings lulls. I'm bullish on $NVTS for their potential deal with NVDA for 800 VDC architecture.

Creepy-Fennel-852

Bullish for NVDA, but idk about for the rest of the market man

Far-Requirement9180

NVDA is being lagging for one year already

Dense_Ostrich_6077

* HTZ: Still a shit company, they have just slowed the bleeding. 5% chance * NVDA: Long term support at 150 so it could move here. I like this one but no real conviction. 30% * Space X: Probably, but elon has redefined entire sectors so he gets alot of slack * IBIT: no chance, much too institutionalized now. * Interest rates: yes they will, 75%

neverturndownagain

NVDA almost back to 220

ballzstreetwets

Stupid predictions that could be costly or make a quick mil. Rental company could hit $18 NVDA could drop 80 points after earnings Space junk, useless just like car tezla. 🌽 could go to 0 soon Interest rates could keep rising.

Creepy-Fennel-852

Anyone else feel like NVDA price hike isn’t bullish? Just means that shit is even more expensive now

prana_fish

Everyone seems to be trying to 4D chess $NVDA earnings movement. Retarded to base it off fundamentals. It'll be ridiculous earnings/guide again. You know based on how everyone has reported so far. "They" have slowly trickled selling it down from $225 to $215 level instead of a usual earnings run-up. It has sold off post earnings the last 50 fucking times and yet still surprises everyone. Maybe, just like last time thinking, it will be contrary and rocket up this earnings, because how stupid would it be to be caught off guard in a rug pull for the 51st time.

WorldlyWar2143

i been saying this certainly NVDA dumps lol Its a bit broad but, Im guessing between 170-190 will be the buy zone and imo itll go there before 250+

savingstrainagain

NVDA going down more into earnings? Or we gonna see some rebound

Molten-Helldiver

Probably not. I have a lot of NVDA but don’t believe it’s ripping crazy

Independent_Spot7937

I sold NVDA 225c expiring next week. Am I regarded?

WorldlyWar2143

https://preview.redd.it/sgofamqcg5lh1.png?width=388&format=png&auto=webp&s=b28a26125d465e4e652c274acfd1128055a51004 bearish divergence NVDA will dump

panda_sauce

This is the real crime, not NVDA profit-taking. Fab build-out needs to happen faster as well as indulge in more profit-taking of their own.

Alarmed-Rope-9062

Alright be honest who's playing NVDA earnings?

khuper

Reddit is too bullish on NVDA lately - sell off from earnings incoming

thefxwolf

Wouldn't surprise me at all. At this point NVDA probably needs to beat AND raise guidance hard just to avoid the “not good enough” selloff 😂

thefxwolf

Exactly 😂 raising prices 15% and customers still having to pay is basically the definition of pricing power. Bad for everyone buying the chips, pretty damn good for NVDA.

JackORoses

I think NVDA is primed to pump. that will juice the narrative and pull the rest of the AI trade with it and SPY along. Last week was the dump to push into the next leg up, with NVDA leading the way, moving towards $250. I think bonds will settle down. I also think it's about time for another round of rumors of rumors of a peace deal MOU.

Toohotz

It isn’t and I’ve dialed back to VOO for the most part and the occasional covered calls on the NVDA shares I’ve amassed over the years as being a SWE, my day job pays me really well where I dot need to be actively trading as I once was. The time tradeoff is 100% true and same for myself as well and had to be brutally honest in accepting that my edge was eroding and I was okay with that and have since just went more in on the long term horizon. Unfortunately OP has some sense unlike the masses that have been getting farmed on these recent, non continuation days we’ve been having in certain markets. After doing this for a number of years and finally dialing back and seeing the risk tolerance for many, I know understand why we as retail will always remain as fodder lol

Flat-Focus7966

Everybody thinking NVDA will fall after earnings as usual It will fall...but not right after earnings this time

Quesohousekey

This is because of the insane price of memory, NVDA is just passing it through to their customers instead of eating the margin hit. Still terrible for the downstream players. Esp builders like Coreweave who are exclusive partners with NVDA and use fixed price contracts with their customers.

sfw_supdood

Calls or Puts on NVDA into earnings this week?

sfw_supdood

NVDA earning will be great, they will tamper down guidance, and it will crash

Itry31

Well I mean yeah, when NVDA will simply give the companies the funds to buy their GPUs and inflate everyone's statements of course they will. 

Vaynard709

so you are saying NVDA rockets this week for earning...? lol

daddysgirl794

NVDA will smash estimates for Q2 but disappoint on forward estimates because of AI buildout slowing, stock tanks and bubble pops, gg

Flat-Focus7966

NVDA $250 after earnings.....

ShittyUsernane1222

it would be funny if NVDA fails its profit estimates and then has such an large price spike that SPY goes to 900 overnight and liquidates NVDA bers.

L0pat0

Play MRVL calls for NVDA earnings and play NVDA calls for MRVL earnings

JudgeCheezels

Morons said the same thing the previous earnings, then NVDA had to dick around most of the last quarter at the 200 wall. Lol.

neverturndownagain

Retard forgot about NVDA smh

kanhsajjad8

Eveyone other company will earn later - if they actually cover cover pack but gready NVDA need green paper now.

Salty-Bar-1975

Should've bought AVGO. It moves in sympathy with NVDA.

Master-Piccolo-4588

Sooo…imagine this: You want to build out ai infra because you want to rent it out to earn MONEY. but you don’t make money, but nevertheless you tell yourself that you just have to build more infra to be ready to make make. Then you go to your dealer (NVDA) and say „I don’t have money to buy your stuff, but I want to build more infra“. NVDA says „No, Problem I give you the money and you buys from me“. And that goes on for a while and then NVDA says „Ok Now you have to pay 20% more“ and you say „I don’t have the money to pay more“. NVDA says „No worries, I give you the money. I warn 20% more now.“ That shit can go on for a while, but it will finally end in the greastest financial desaster in the history of the US and people will look for who is responsible.

EdHallie

I maybe I just want to Burry these assholes that think NVDA is caviar when it’s actually human manure

Onnimation

**$NVDA Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese Al, According to WSJ** Nvidia will pay $6B to license Poolside’s AI technology and invest another $1B in the startup at a $12B pre-money valuation. More than 100 Poolside employees are expected to join NVIDIA and work on Nemotron, its open-weight AI model family. The goal is to build a U.S.-based open AI ecosystem capable of competing with Chinese models such as DeepSeek and Kimi, while also offering a lower-cost, customizable alternative to closed models from OpenAI and Anthropic. NVIDIA is betting Nemotron can rival leading frontier models within the next year. Bruh... if this doesn't push Nvidia 3%+ on Sun/Mon, I would be very surprised

Charming_Raccoon4361

is not NVDA usually flat after earning in that past 1.5 years?

thenorthernwhiteboy

You wee fr about NVDA calls? Such a bad idea man

Charming_Raccoon4361

time to sue NVDA , i cant play video games anymore, impacts my mental help

EdHallie

Going short on NVDA?

Assistant-Manager

Maybe it pumps right before NVDA earnings

cultoftheclave

NVDA is fighting cerebras on one side with 4x-8x performance over even Groq (let alone hopper/rubin), and AMD/Taalas on another with (a few \* here of course) 20 to 30 times the throughput of Groq decode (and far better performance than that if you're going by tokens/watts). Pre-fill is going to be the obstacle, and that's where I'm definitely going to hedge my bet on Cerebras + AMD hybrid solutions, as we are still squarely in the era of "no one gets fired for buying Nvidia" but there's only so much you can do with interconnect between node-scale chips before you hit bottlenecks that are impossible to surmount without everything (including memory) on a single wafer with petabyte speed interconnect, which is why I think in the long-term CBRS will have its pick of the highest margin real time MoE workloads.

dogefool88

The last opportunity to make money this earnings season. NVDA 150p at 3:59 PM on Wednesday

WorldlyWar2143

man yall just know NVDA gonna shit the bed and everyone will mald about it here keep ur long positions all you want just hedge with a weekly put for fucks sake lol

hoopaholik91

Memory makers are now the ones holding the cudgel. People thinking that NVDA is in charge still are delusional.

hoopaholik91

Yet the stock prices of NVDA, MU, SNDK, etc hardly seem to suggest that the market believes these CapEx spikes are "temporary"

BriackYOLO

You see, NVDA calls will print 😏

suiteddx2

Firms pay 6 figures and give 5-6 figure bonuses to people who have all the data and algo that we don’t have. I have many friends who work in finance and are happy to be single digits bearing S&P. I think all the work/time/energy just makes us THINK we know but we really don’t if we pick individual stocks; definitely not investing. Like I mentioned I’ve been REALLY lucky and have best S&P double digits the past 5 years with no real system. If I had to give a reason for what worked, I would say I never traded more than I was emotionally ready to lose. I have a pension and most of my funds in diversified retirement. Since I can tolerate volatility because I know I won’t go broke, I can sit with losses or sell not due to fear/panic. Another is I don’t FOMO. I’ll take 15-20% gains and don’t lose sleep. I may not have sold individual NVDA stocks at the top but my retirement ETF has position so I really haven’t missed out.

grantresolve

I should buy more NVDA

Which_Cost8015

This looks more like a memory scarcity story than an NVDA story. If AI servers are going up 15%+ because memory costs are surging, MU, SK Hynix and Samsung may have the clearest leverage. NVDA can pass the cost through. For CRWV/NBIS, the real test is simple. Can GPU rental pricing rise faster than hardware and depreciation costs? If yes, margins hold. If not, the AI buildout gets more expensive even while demand stays strong. Memory may be becoming the next real bottleneck in the stack.

superhappykid

Everyone here arguing what's going on with NVDA stock on Monday but anyone with a brain will know you just buy memory stocks. It's the obvious play. Just like when everyone was trying to figure out if they should sell Google or buy MSFT because they own a large chunk of open AI a few years ago. The obvious play was just to buy NVDA

BriackYOLO

Not always wrong though. I’m 0-4 trading NVDA earnings, which mathematically guarantees the 5th time is a statistical anomaly. Calls again for me

dogthatbrokethezebra

Most of the buyers are paying NVDA with money from NVDA

BriackYOLO

Right,so NVDA holds all the keys. Devs refuse to abandon CUDA, so NVDA charges whatever the hell they want and buyers just suck it up and pay

WiseIndustry2895

Love seeing the NVDA sub saying this is bullish and this sub saying it’s bad for NVDA

vermilli21

Sideways all week while we wait NVDA to implode the market or send it to the moon 🌙

BriackYOLO

I helped you out with his TL DR: "AMD/ROCm sucks because CUDA is easy, but AI coders will fix it, and Cerebras has giant chips that run circles around NVDA." 🥱 So my tl dr is... his is shorting NVDA and betting his whole stack on frisbee sized silicon. Let’s wish him good luck 💀

cat-from-the-future

There’s a reason this went out right before earnings, they’re going to be able to increase their forward guidance by 15% now. This is hugely bullish for NVDA and contrary to what people think neoclouds like IREN that have secured hardware are going to have even better pricing power now.

Constant_Story8217

Good for NVDA? means 75% margins will be maintained forever

cultoftheclave

The main reason that NVDA dominates AI spend is primarily inertia due to their proprietary software stack that surrounds their hardware, commonly referred to as CUDA even though it encompasses a bit more than that. This advantage exists over AMD not because AMD makes slower GPUs, or silicon that is less suited to AI workloads, but because developer convenience has consolidated around Nvidia's CUDA stack and translating that into the ROCM stack that AMD uses has been a big source of friction when sourcing AMD as an AI alternative. But the AI coding assistants furnished, ironically, in large part with NVDA silicon have attacked and eroded the impedance mismatc between CUDA and ROCM, undermining the primary mode by which NVDA has maintained its dominance as an AI silicon solution. and this is just for the general purpose GPU based inference decode market, which is a substantial fraction of the total AI silicon market. AMD has just partnered with CBRS - who have a huge boat in the form of dinner plate sized chips that wrap all of the compute and a good chunk of the memory (bypassing the HBM bottleneck) necessary for LLM inference, and they smoke the shit out of anything NVDA has at this task, starting at 10 to 15 times faster with a whole bunch of headroom to grow beyond that (actually a recent refresh of the CBRS CS-4 system has just doubled performance on the exact same silicon).

Bitter_griffin-24

Is the NVDA price hike good or bad for Monday then?

cultoftheclave

The best part about what you're not seeing is the irony that the CUDA moat is being destroyed and gutted by the very AI coding agents it enabled to begin with. Even better, that's only the weak assault on the NVDA fortress, disgruntled sappers doing the spade work undermine the walls. they're just softening the target for the heavy Cerebras artillery tooling up for the capitulation strike.

FlowerrBud

I sold $25k of my NVDA to pay to pay for a new car. My original 20k was worth $255k so why not? People say I’m odd for not financing it🫩

InquisitorCOC

Market still very concerned about long term sustainability of GPU demand Hence $NVDA not going up much for more than a year, despite putting up crazy numbers After Q2 earnings, some doubts about Hyperscalers are gone, but market is still not sure about whether companies that burn more tokens actually gain more advantages