NVDA

Ketamine-Cuisine

NVDA is gonna moon. On Astra

thepoisonpoodle

Yes there is plenty of liquidity in the market. Just by 99% of next NVDA and you're safe.

Federal-Watch

I’m basing it on the fact they expect $3.15 EPS next year, they just signed a $1.5bn deal with NVDA with prepayments to increase AI packaging and testing capacity in the US. And they’re expected to take 50-60% of Vera CPU advanced packaging.

Odd_Albatross_5385

Lol? GOOGL, AMZN, MSFT, NVDA own about 40% of anthropic. So by simply owning these companies, you already have really high exposure to ANTH. 

Federal-Watch

Their guidance was flat, but think they nerfed it. They’re partnered with NVDA so any increase in NVDA guidance has to benefit AMKR

TheNplus1

OpenAI and Anthropic are by far the biggest and most advanced ones. If these fail, I honestly don’t see how the other AI chatbots can turn profitable. The thing is, the whole buildup is hype driven: people think AI is going to be big, but nobody has a clue how big (between a better search engine to AGI overlord). Since all tech companies fear being left behind (although it’s pretty much common knowledge at this point that there won’t be a “winner takes all” scenario and no AGI either) they spend first and think about the business model after. The problem is not that OpenAI or Anthropic exist, the problem is exactly the data center buildup which is going way too fast and is way way way too big for the whole business model to work. You shouldn’t be happy that companies are spending if the spend makes no sense. Even if AI turns out to be useful and transformative, it is at the very least inefficient in the trillions it will take to reach that transformative point. That’s why stocks don’t make new ATH, the market understands that the investments are insane for gradual improvements of a bunch of LLM models that will go into price wars. So the available compute has value as long as it’s used for this very specific task it was created for. It’s probably even worse than fiber optic buildup because those NVDA chips are not useful for anything else and they become obsolete in a few years at best.

Embarrassed-Jump-212

Got assigned 1000 NVDA shares Friday because I’m dumb and forgot to close it my ITM calls. Stupid RH exercised it. 🤡 Watch it tank into Tuesday

Public-Today5101

NVDA next week? Attempting $240??

Bulldoze_Dat_Cash

Recent yrs. reality is that NVDA and TSM do move with quite a high degree of correlation, which I guess makes sense on the basis of NVDA’s leadership and size, but, as TSMC grows and services more and more chip makers I would think that correlation should weaken, but it hasn’t much. But if you’re looking to move $ from NVDA to TSMC, now could be as good a time as any. NDVA is \~3% off its all time high, while TSMC is 12% off its all time high and has appreciated +5% in the last wk. (so last week would perhaps have been better, but whatever). TSMC will grind higher. It will in tandem with NVDA, but it will also move on their own earnings and revenue growth, it will respond to AVGO, it also responds to their own monthly reporting of net sales and yoy growth. It also delivers a 1% div. yield which is about 1.5x NVDA’s, 0.42%,m. Neither are much, but if you’re holding for a few years, it’s better than a kick in the head. But… it’s also worth considering this: Broadcom (AVGO) just delivered strong earnings. Their growth rate remains intact, yet AVGO is about 40% off its all time high. There’s clearly a mean reversion rerating in the pipeline in Q4/2027 and if they eventually meet and exceed their ATH, there’s 50%+ upside. (For NVDA to achieve that the market would have to find $2.75 trillion. I’d call that pretty unlikely).

Ok_Entrepreneur_dbl

NVDA was another that I swing traded over and over. Often missing big gains. Eventually moved to other equities. Year later realized that just holding would have been smarted. I have been holding NVDA for 6 years now.

instantcrackpot

Because it is luck. If it is true skill then it is replicable. TSLA only went up 45% in the past 5 years and that is with a favorable admin. It underperformed SP500 with 70%. GOOG did 130%, NVDA did 900%, MU did 1300%. Why didn't your "research" tell you that?

AFGummy

Dram is another good balanced option. I just love MRVLs major integration with the biggest players. Demand should continue to grow and the forward PE is similar to NVDA when it exploded to $1T. They could be a 500B market cap company by mid 2027

TheNplus1

Again, all hyperscaler growth comes from LLM companies. Take away OpenAI or Anthropic and Google, Microsoft, NVDA, etc. have little to no growth. The buildout lasts as long as people finance unprofitable LLM companies - the pure definition of a bubble. And the utilities companies can’t reach new ATH either, for the same reasons NVDA can’t.

Kantmzk

Just need MSFT to hit 600 - 700, MU to hit 1300 - 1500, and NVDA to hit 330 between a ceasefire, rates going down, etc.

Jumpy-Imagination-81

>I just don’t have the stomach to buy individual stocks. How are people so comfortable gambling with their life savings? If you think investing in individual stocks is "gambling" of course you wouldn't understand. Read *One Up On Wall Street* by Peter Lynch, the legendary former manager of the Fidelity Magellan Fund. Lynch firmly believes average investors can beat the pros by looking for investment opportunities right in front of them. >America’s most successful money manager tells how average investors can beat the pros by using what they know. According to Lynch, investment opportunities are everywhere. From the supermarket to the workplace, we encounter products and services all day long. By paying attention to the best ones, we can find companies in which to invest before the professional analysts discover them. When investors get in early, they can find the “ten-baggers,” the stocks that appreciate tenfold from the initial investment. A few ten-baggers will turn an average stock portfolio into a star performer. Go back 10 years to 2016. Back in 2016, were you and your family and friends buying things from Amazon? Were you using Google and YouTube all the time back in 2016? Did you or a family member have a Netflix subscription in 2016? Since 2016 AMZN is up +569%, NFLX is up +703%, and GOOGL is up +757%. Those companies were right there in front of everyone. Meanwhile, VOO is up +317%. https://stockanalysis.com/stocks/compare/amzn-vs-nflx-vs-googl-vs-voo/ It wasn't "gambling" to invest in the individual stocks of those companies that everyone was spending money on back in 2016. You didn't have to be one of those "professional fund managers who fail to beat index funds 90% of time" to see what was right in front of your face. Just open your eyes. Back in the late 1990s and early 2000s when I built gaming PCs I always used NVIDIA graphics cards. Always. I thought they were the best and NVIDIA was a top notch company. In the mid-2010s I went shopping for a graphics card for my son's computer so of course I only wanted an NVIDIA graphics card. I was surprised to discover they were hard to find and expensive because people were using them to mine "Bitcoin", whatever that was. When I sold almost all of my S&P 500 index fund and started investing in individual stocks in 2017 I read articles saying NVIDIA was going to be a leader in something called "artificial intelligence", which at that time mostly had to do with self-driving cars. Oh yeah, NVIDIA, I always liked that company. I looked into NVIDIA and found they were a successful and growing company, so I invested $5,600 in NVDA stock between 2017 and 2020. That $5,600 investment is currently worth $277,583, up +4,856%. That's not a ten-bagger, that's a 49-bagger. There is nothing wrong with playing it safe and investing only in boring, plain vanilla index funds. I made a lot of money doing that. And yes, avoid investing in penny stocks and unprofitable, money losing companies like SpaceX until they become consistently profitable. But it is silly to think that investing in the individual stocks of some of the largest and most successful companies in the world, companies whose products and services are used by millions of people around the world, including you and your family and friends is "gambling".

gokipper

Throw it all into NVDA

Due-Freedom-5968

Well first I only invest in things I understand, and I do my research and due diligence to ensure that the company I'm putting my money in really has the potential I think it does. I prefer hardware as a predictable revenue driver - easier to observe and predict demand. It gets easier once you've had your first 10x or 20x investment, I've been 'lucky' with some positions, $TSLA in 2016 was a no brainer - the media narrative was so bad, but the growth was so insane that it wasn't actually much of a gamble - that position would have been opened at a price of about $15 and closed at $480. It closed because the growth potential evaporated. Anything beyond today is gambling on vapourware and it was time to get out. Likewise $NVDA - wasn't clear how big it was going to be, but demand was clearly outstripping supply long in to the future so a position opened at $20 5 years ago sits at \~$200 today. You've just got to pay attention to the world, spot the opportunities, and then keep checking the thesis still stands. Sometimes you get it right, sometimes you get it wrong. I'll usually start off putting $10k into something which is a pretty small proportion of my portfolio, but can still have a big impact if it performs like the above and I'll be ok with losing that if it goes tits up. If things start to accelerate as predicted, I'll double down and add more opportunistically. Sometimes things don't go to plan and you close a position 50% down, realising you got it wrong. But for every one of those you have they're offset by the mega-gains like above.

IntrepidToday0

You’re conflating AI application companies with the companies actually monetizing the AI buildout. My point wasn’t that every LLM company is going to be wildly profitable. The opportunity is in the infrastructure being built to support AI: compute, networking, memory, power, cooling, data centers, etc. where companies are already generating real revenue and earnings. And “NVDA/memory stocks haven’t made new ATHs, therefore the top is in” isn’t much of an argument. Stocks consolidate and multiples compress even while earnings continue growing. If earnings keep catching up to prices, valuations actually become more attractive without the stocks needing to make new highs every quarter.

IntergalacticPodcast

OP gave his money to a guy who showed up at his door and asked for cash to invest in NVDA on Monday.

roke34442

I have no idea, but I own SPCX, MRVL and NVDA and many others so I hope for pump.

Shoty6966-_-

Me analyzing if I should buy 0dte NVDA or QQQ calls

verified-trader

**BanBet Lost** — /u/Electrical-Heart-833 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $228.47 → $220.00 | -3.7% | 1d | Lost |

verified-trader

**BanBet Lost** — /u/69Dipsniper (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $228.47 → $225.00 | -1.5% | 1d | Lost |

usobeta1000

Edge AI is great for latency/privacy, but it doesn't train frontier models. NVDA/AMD capex is mostly hyperscalers (AMZN, MSFT, GOOGL) doing training + big inference.

swingtradingteacher

NVDA, NBIS, OUST will win big.

Affectionate-Idea690

Sir, this is a Wendy’s, and the Speaker of the House does not look at your 0DTE loss porn. You’re asking how the undisputed Queen of the Option Chain prints tendies with NVIDIA (NVDA) and never gets a knock from the SEC? It’s simple: She isn't breaking the rules; she is the rules... How she got away with it ..take notes regards. 1. She states he did it. First of all, Nancy constantly reminds everyone she doesn't actually own or trade individual stocks. Paul Pelosi does. 2.Back in 2012, Congress passed the STOCK Act, which supposedly made insider trading illegal for politicians. But there's a massive loophole: it doesn't actually stop them from trading. It just says they have to fill out a form disclosing their trades within 30 to 45 days.  And the fuking kicker is.  The Penalty: If a politician "forgets" to report a trade on time? The fine is usually a flat $200.That's not a fine; that’s just the cost of doing business. You pay more in options premium commissions than they pay for violating federal transparency laws 3. "Public Information" is a Multi-Dimensional Spectrum...too much to say on this area. The biggget head twisted area ready...numba 4.  4. The Regulators Answer to Them. 😂 Who polices this? The Department of Justice, the SEC, and the House Ethics Committee. Who controls the budget, the funding, and the oversight hearings for the DOJ and the SEC? Congress. TL;DR: You trade on Reddit rumors; she trades on the future trajectory of the United States GDP. There are retail traders, there are institutional hedge funds, and then there is the Congressional Alpha Tier. Buy the index fund or follow her tickers on a copy-trading app. 🚀🏛️💸 Just fuking do it and follow the vibes 😂 😂 😂 😂 fuk 

Vlisa

Ahh missed that it wasn't showing. NVDA

SurpiseCurrencyDebas

Cramer said to buy NVDA...bad things bout to happen

Ketamine-Cuisine

No I sold it a week ago to buy more NVDA 🤣🤞

dizzymon247

At 18 may think about AI in terms of phases, I think the infrastructure is still being built out so I would still buy NVDA but less of the others. Then the next thing is look for AI software companies who will stay on top. My guess is Google and Microsoft. I don't own microsoft and I just got back into Google. Over the years if I did nothing but buy google I'd be in the green but stupid me jumped around for decades, luckily landed on NVDA. So yes I'm really heavy on AI. Diversifying is a lie, don't listen to others, even college professors preached the same. Find the few companies, handful you love, use, and others use it. Then buy those companies until you make enough to transition over to an ETF like VOO, VTI or something similar. I'm playing catch up. Wish I had enough years to buy ETF to retire on. So I'm just riding the wave until I retire.

ddffj89

NVDA 🚀🚀🚀

dizzymon247

Bought NVDA at $300, bought more at $150, it did a 10 to 1 split, sold 300 of those 10 to 1 split. well gave away a car.. still holding onto the rest.

TheNplus1

Do we really have to do this again? Obliterated what, the circular financing fuelled by way too low interest rates (especially in Japan with the carry trade) and lack of regulation ? In case you missed it, none of the LLMs companies are profitable and will probably never be, given that new ones constantly appear and low key they go straight into a price war. The top is definitely in given that neither NVDA nor the memory makers (the only companies actually making money from all this) are unable to reach ATH no matter how much they beat earnings. The music has stopped playing for a while now.

Queasy_Soil9646

Office retard asking why SNDK pumps more than NVDA and MU despite SNDK having bigger stock price. Market cap? Retard??

Gunk_Olgidar

Principally: No different than the auto-makers' financing arms writing loans to the rental car Co's and operating retail dealer floor plans. Support your customer base, leverage production volume economies of scale and increase market share by using your own cash to finance your own customers. Structurally: Different because the auto-makers have separate finance companies to eat the risk when the deals eventually go tids up. They learned their lessons decades ago. NVDA needs to spin off their "financing" arm before 2029.

Unserious-One-8448

NVDA

Clackamas_river

Trading NVDA shares I got for like $6 and buying leaps with the money to leverage hard. Smacked it out of the park.

itsalwayscalls

And GDP basically excludes a massive portion of US company production, e.g. NVDA chips. AMD chips. So much off shored since 2000. But most people don't know this and just grab stuff they think is naughty.

dark_bravery

many of them but here's two: Everyone thought NVDA was going to shit last year. Right before earnings. I bought $2000 of call options. Earnings was a blow out. Easiest $10k i ever made. Lesson: everyone on Reddit (and everywhere else) is usually wrong. Liberation Day: I bought $QQQ and lots of it. I got prices around $400-440. They have almost doubled now. there were probably better things that I could have bought, but the lesson is not to sell in that kind of situation. I've been doing this for 2 decades on and off now. I feel like it's finally getting easier, but I know so much more than I used to. If you like always learning and have a good source of income for more... training credits, then it works. Finally you should buy a good ETF and hold that. That's your benchmark to aim for (and to beat). It should also be most of your holdings for when you get things wrong, because you will get things wrong.

Callec254

Was doing Forex awhile back, scalping on the 5 minute chart. Thought I was doing great, I was up 60% in the first month. Then, in the second month, on a five minute chart, I managed to go long at the exact point of a multi-year reversal, and never recovered. I didn't use stop losses because every time I did, I would get stopped out, and then the price would go back up to where I said. Except this time. Oh, and then I owned 200 shares of NVDA back in the early 2000s at about 7$. Watched it do absolutely nothing for a couple years, got bored and sold it.

InsideRun4270

Still in the process of figuring out the lesson, besides that I am a f retard. Started with \~280k, maid it to \~400k in a month, then put everything on MU 1100 18SEP calls right before NVDA earnings. Relatively ok idea. But this didn't work, for many reasons. Walsh made this speech + there was leak from white house about new semis sanctions. I was thinking we are now entering a sideways market until Fed meeting and who knows what will happen then, so I sold it. Which left me with 195K. Less then I started with. Now MU is mooning I am just watching it. I don't know what is the lesson. Probably the lesson was to wait until Walsh speech and not to size up this much. Also I completely missed this Politico leak about semis, it came out 2 hours before market open and I could've exited better, but I was chilling. I think overall lesson is that I was so laser focused on analyzing a particular trade and stock, that I completely shut off myself from the big picture, market conditions. Should have realized that market will be in convulsions at least until rate question is resolved. Walsh made this comment market down, another Fed person made a better comment - market up. There is 0 chance to know all that and that is very sad.

maschin1982

If NVDA 250$ eom. I can buy Something to eat

verified-trader

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $237.55 (above) | $224.10 | $230.21 | +6.0% | Sep 10, 9:10 AM | | **Record** | 1W - 0L | 100% | - | - | - |

maschin1982

$NVDA

maschin1982

NVDA come on .11 Cent to go with 230$ in the Weekend 🙏🏼

maschin1982

!Banbet NVDA 250 eom

maschin1982

!Banbet NVDA 500 eom

andytobbles

Holy shit is NVDA about to close above 230 and go positive gamma

miss_L_fire

Wow NVDA, couldn’t even hold 230 🫩

tldamico

Starting to look like they don't want NVDA above 230.

EnigmaSpore

NVDA glued to 230 today. until 3:30 when the poors are shaken out their 0dte

Medium-Equipment-262

sold NVDA early and spent way too long treating every green day afterward like proof I screwed up. In reality the decision made sense with what I knew then. Now I keep short term opinions on Moon so I dont start messing with an investment every time the chart gets loud.

Aggravating_Fig6288

Blew all daily gains thanks to NVDA, fuck you I hope 🥭 tariffs you 50000%

Ceyenne18

lmfao! MMs pinning NVDA to 230.50 :)

hughsless69

NVDA and QQQ dump please

Tay_Tay86

Sure But if w company is spending 100% cash flow and borrowing money to afford capex then NVDA forecasting another 100% revenue growth next year makes no sense. There's only so much juice

Ceyenne18

why buy puts on NVDA when entire semi is rallying ...

loop_loop_

Semis massively undervalued NVDA MU … Buy Buy Buy before the price catches up …

InspectorDabbit_

My wife will never forgive me if NVDA doesn't go sub 230 I can always get a new one but that isn't the point

InspectorDabbit_

I really need NVDA to flush already I dunno who is fucking holding it above 230

Trustable_lad

I am a regard betting away my paycheque on NVDA calls, its either homeless or Italy vacation

GurHot8359

sell both NVDA stays at 330

tldamico

If you were to 0DTE now on NVDA, would you choose $230 calls or $230 puts?

tldamico

If you were to 0DTE now on NVDA, would you choose $300 calls or $300 puts?

AdIcy3141

lmao i bought calls at the top for NVDA today ands puts at the bottom lol

AdIcy3141

SPY, NVDA and QQQ puts and APPL calls locked in exp Wed

Hot-Measurement-119

Can NVDA take another leg down so my calls go to zero, i swear someone always knows my moves and shoves it in my ass. I guess i like it in the ass

Thisispaartaaa

After a couple earnings seasons under our belt with AI being at the forefront. People are starting to realize that this is real, and it's creating vast amounts of wealth for many companies. The next leg up is coming, there is no more denying that AI is here to stay, and it's making a FUCK TON OF MONEY for everybody involved.....NVDA, AVGO, SNDK, MU, COHR, CRWV, SMCI, I COULD DO THIS ALL DAY......stocks are going to reprice over the next couple quarters....as in PAMP IT!!!

nosebeerz420

Looking like NVDA is trying to get pinned at 231 is the levee gonna break?

AcrobaticConfusion95

I believe in you NVDA

Aggravating_Fig6288

I’m going to be the only person to lose money on NVDA calls today fuck

AwakenedBeast616

Is NVDA the only semiconductor stock tanking?

Bravadette

What is that massive order on NVDA lol

EnigmaSpore

bears really be looking at NVDA, see some red 5 min candles and be like "it's dumping!!!" zoom out regards... does that look dumpy to you.... https://preview.redd.it/1br9yuy4ajnh1.png?width=1220&format=png&auto=webp&s=bd037ec9fb747210a089f606224cffd1740a89c4

AdIcy3141

lol sorry just thought NVDA calls before that .50 dump

Waste-Indication7123

So how aren’t the gards seeing the parallels between now and the start of the Great Depression. Literally the same things going into some over hyped tech revolution. Then it was radio with RCA now it’s NVDA. Horrible economic conditions for the average American. This K shaped economy has been done before. As well we have an economically detrimental war that isn’t going to end in any simple manner.

nosebeerz420

NVDA bout to fkn rip

tldamico

Anyone seen my green candles I meant to give NVDA as a gift?

TheNewOP

100B is nothing to NVDA. It shouldn't be a driver of their share price unless you really believe their acquisitions will skyrocket in price

tldamico

NVDA finally moving back up.

hughsless69

NVDA/QQQ going up or down rest of the day? Hmmmmm

gettinggranked

NVDA making a bullish breakout?

InspectorDabbit_

NVDA 230P 0dte at .30 x 20

Big-Safe3031

# Well, time to buy some NVDA puts. 🕺🕺🕺

maschin1982

NVDA must hold 230$ today💪🏼💪🏼💪🏼

gettinggranked

Should have never called on NVDA, down 80%

Gonz4Rockford

NVDA single handedly keeping QQQ and SPY from dumping smh

Richoffpurp

Do you guys think NVDA is going to hold ? Turtle heading bricks here

Weak_Emu3659

Weird - I was told on here NVDA was overpriced, going bankrupt and people were scared of AI and to expect the bubble to burst soon.

Any_Butterscotch9600

Well pulled the trigger just now on MU, SNDK, NVDA and QQQ puts expiring 9/11….. the morning pump was impressive but the dive when orange man imposes more tarrifs on the semis will be spectacular.

SteakEater137

The best part is how the most overvalued stocks get the biggest pumps on the "semiconductor" days. Sure, lets pump ARM 3.7% with its massive 247 PE and INTC 3.4% with its negative earnings, meanwhile NVDA who actually has strong earnings? Best we can do is 1.5%

dweeegs

Oh nice NVDA usually waits until 3 to sell off but I guess it’s starting early

KAW42089

NVDA at $230 seems like a heavy call buy

music_is_gud

!p AVGO,MU,NVDA,KORU,CRDO,BE

Room_101_Escapee

Thank you NVDA for changing my life!

king2ndthe3rd

The point is that 100b in investments is VERY sizeable to the largest company in the world, because market cap is just a notional number at the end of the day. Not cash. You have a certain amount of cash to use, and you can't use you're market cap the same way. NVDA only has 200b in assets. Total assets, current and non current. NVDA is using half of their assets towards being a VC fund. Thats significant. So, you saying its only 2% of their market cap is true, but extremely misleading to folks who don't understand accounting.

Baraxton

If you just held NVDA AMD MU or any other number of names in your portfolio, you’ve achieved over 30% CAGR.

DetroitSportsKillMe

All I’ve been doing this week buying way OTM NVDA calls at 9:30 and selling at 9:45

thatguy2676

NVDA crashing, probably not going back up

Dry-Yogurtcloset8011

Good thing I held those NVDA puts and cashed them out for a small gain. Time to buy back on those puts once we see another leg up.