NVDA

Shoty6966-_-

Google calls week before buffet news. But sold way too early. NVDA calls at 170. Meta 600 calls at 585. Palantir calls at 156. Only thing trading sideways is my Netflix calls I bought

NotMe357

So Alibaba need to move outside of China to get their hands in NVDA A.I chips so they can train their A.I? Well........NVDA above 200$ next week.

wearahat03

Two years out is anyone's guess. But given the baseline valuation, if AI continues strongly, NVDA has the greater upside in an AI bull case scenario. Numbers were laid out by OP, if AVGO were not 43% the valuation of NVDA today, it would make sense.

SpitefulRobbin

Agreed, there have been several stock splits with NVDA. My return is almost 5,000% from 2019 so return rate from 2008 would be insane.

ajsharm144

If you think that he influenced NVDA price you're fucking stupid. That stock is bloated as a pig. Peter Thiel sold all of his position in the stock. Burry is just sounding the alarm for the retarded ones.

wearahat03

NVDA already provided their guidance. The bar is high for people who make claims that deviate hugely from NVDA's guidance. I could use your "if" argument for any company. Someone could state that if Google search loses all their ad revenue due to AI, then... x, y, z (these claims were made) I've seen all sorts of plausible but dubious claims that only distract from investing Seeing it logically: NVDA has consistently posted revenue figures above their guided figures for how many quarters now? If a company releases guidance and exceeds it consistently, then I consider it reliable. Random articles and posts online have been bearish on NVDA for years, and all were wrong. Even reddit has consistently been wrong so many times, so I consider reddit completely unreliable. When there are multiple sources giving conflicting conclusions, it only makes sense to trust the one that has consistently been correct.

jensenskawk

The more NVDA calls you buy the more you save!

jensenskawk

Jensen says NVDA is not Enron and their chips are better than GOOGL. All good now buy calls.

Few-Chemist-3463

Conversely, if NVDA starts losing orders from the hyperscalers, they will become extra reliant or lower quality clients that need debt to fund their purchases. That could result in margin pressure, if they decide they need to compete on price to keep the orders flowing.

wearahat03

The think the reason the market is putting money into other stocks is because after NVDA became the largest company in the world, people thought further upside is limited, so they're looking for the 'next NVDA'. Yet no other company has actually delivered or guided to anything close to what NVDA has delivered. AVGO's own guidance for this quarter will be 17.4B, which is 24% growth YoY. There's a chance that they guide to accelerated revenue growth. NVDA guided to 65% revenue growth YoY. There's no other company that comes close to that. There's nothing wrong with the market being cautious to the downside, but it means if NVDA just hits their guided figures, there is substantial upside.

BigSeth

Yeah but I think the value of NVDA stock, plus teslas overall failure to deliver on ALL of their promises as both a car, tech, AI, and robotics company needs a final nail and maybe this is it. That dude with the $5 put, there’s still hope

Mean-Thing-8448

I love getting dicked down shorting NVDA

BigSeth

If NVDA actually gets into the robotics space Tesla is so cooked.

Missylovebug223

I no longer like SPY options. They drain my account I use a screener to find bullish stocks that are high in volume usually it’s tickers like META GOOG NVDA the popular tickers but occasionally I’ll catch a gem

Few-Chemist-3463

NVDA has a lower PE because they dominate the market. Their projected growth is reliant on the hyperscalers continuing to buy product regardless of price in mass and an expanding AI market. As we have seen, there are threats to that premise in the name of cheaper and more energy efficient products. Ultimately the market could grow to such an extent that it won’t matter much to NVDA / AMD. Remember the market is forward looking and AVGO partnering with most of the Mag7 is why they’re getting a higher PE. Hock Tan has already stated he sees custom ASIC overtaking GPUs in the future. Meanwhile Jensen believes most of those ASIC projects will never materialize. Idk make your bet, but deciding on PE alone is foolish.

AdApprehensive4272

Most people thought that NVDA is invinsible and no-one else can make similar powerful chips. Now we can observe you need not to make similar chips to keep the pace.

wearahat03

I hold the stock but you're right. If you compare any company to NVDA, everything is overvalued compared to it. The best semi plays are NVDA, TSM and semi equipment makers. There is no point trying to convince other people, it will never work, wait until next earnings releases for everything to unfold.

Doctor_Raymos

The fact JANUARY is on the table? Our economy is about to collapse. Don't hold long unless it's gold. This wasn't just a flip, this was a "our economy is in worse shape than we thought" The average consumer already feels it, we already know "market =/= economy", except our market is based on sentiment and not fundamentals. It is why things like NVDA corrections while other Mag7 keep pushing up makes no sense. I believe the economy is going to catch up to the market and most stocks will be significantly devalued. The only question is, when? The 5 million dollar question. Like I previously predicted (and have tripled my portfolio from), the fed is going to cut the rates, and it won't be enough. Consider every lever possible is going to be pulled in the next year to prevent stagflation & recession. Volatility is settling for now, but it is going to skyrocket. The fact that NVDA & AMD both sink 5-10% because of RUMORS Google is moving in with TPUs? We are in an incredible time. Play light on your feet, there are millions to be made here.

UOkayBrah

The fact you're still parroting that is insane. Is it really so hard to understand that you compare dollars invested to Z security at X time to the same amount of dollars invested in Y security at X time? 10k invested in NVDA in 2008 + 174K invested in NVDA in 2020 >>>>>>> 10k invested in QQQ in 2008 + 174K invested in QQQ in 2020.  You can do the math yourself if you don't believe me. The dates don't even matter, as long as the dates the assets were purchased were the same between the two comparisons. Maybe you can find an exact scenario where a DCA into QQQ at multiple dates out performs NVDA DCA at the same dates but given NVDAs beta is over 2, NVDA is the best performing tech stock and the ETF now ties 10% of itself to NVDA, I'm going to say you cannot.  Did he earn enough risk adjusted return to make it worth over a large sample size? No idea. We don't know his port size, his other trades, his port beta, or anything else really. If you wanted to have a risk adjusted rate of return conversation you could, but that's a different conversation. The point stands that what you said about underperforming the market is 100% wrong. 

FullCopy

On Friday, the algos will drive NVDA higher. Too many bers with expiring puts.

FullCopy

I’m back to being NVDA bull. GOOG is Netscape and NVDA is chrome.

kluv85

I’m missing something here. I checked NVDA vs QQQ including splits and dividends reinvested and NVDA dominated QQQ returns since 2016. https://preview.redd.it/e9pybaq13q3g1.jpeg?width=1290&format=pjpg&auto=webp&s=b1a9abfff3c0d20e3290063ca059dce084d9071b

Ok_Cry7572

$150k in NVDA stock from 2018 to now is worth over 2million. Sounds unbelieve right

JJZinna

NVDA has a fraction of the earnings and revenue GOOG does and is priced higher. What are you surprised about?

silverfutes

i got my dad an NVDA tshirt to remind him of who told him to buy and when.

RussianSavage

Can NVDA hit 200 and MSFT 500 by Christmas

mikeatx79

Probably was or is an NVDA employee.

xShiftfaced

I indirectly help NVDA gangsters but I’m with y’all

Fine_Specialists

#NVDA GANG Members checking in

Ambitious_Designer97

You are wrong. You are comparing a lump-sum investment of the entire principal into QQQ in 2008 versus splitting the same principal into multiple installments through dollar-cost averaging on his NVDA position.

optimaleverage

This is a perfect storm of factors but here's a big one... S&P is rebalancing their position of NVDA because of how overweight it already was. The divergence of these 2 recently makes it pretty obvious that something is happening here. But if that's how you feel, this should be a steal of a price!

CleMike69

My buddy had NVDA like early On he did the math if he held until now he’d have 20 million lol. He beats himself up every day over it

CUbuffGuy

Always chuckle at this logic.. I get the inflation line but “picking up NVDA at 5 dollars” lmao Equivalent to saying “bro you’re retarded you didn’t get BTC under a dollar” you lost so much opportunity buying SPY.

Senior_Professional4

someone just bought $2.8M of nvda leaps SOMEONE ALSO SOLD 2.8M NVDA LEAPS REGARDS

mathewgilson

I believe a few very influential traders tried to orchestrate/influence a crash and NVDA pulled their hoe card and saved the market. Time will tell, I believe chips are only the beginning and NVDA has their hands in every layer.

False_Secret1108

You knows what’s really bullish? When you reject the head and shoulders formation. That’s what NVDA is

nleachdev

Damn, should've been buying NVDA in 2008 instead of being in middle school like a dumbass

orangeyougladiator

I think NVDA is like $300m per employee or something stupid

jcpopm

If NVDA sees $155 again it's because the whole house of cards has already come down and then it doesn't matter anymore.

WatermelonRelishMan

Look pal that’s a lot of words and I just took enough weed edibles to send Willie Nelson to mars. You lost me at bonds. Bonds are what my great grandfather yolo’d his paychecks on. Just tell me what NVDA call to buy and how far out

False_Secret1108

If you missed the rally like all these bearish retards, NVDA is giving you a lifeline. It went down because of something that makes no difference at all. Market is already sniffing this out and that’s why you saw Google go down today. But it’s still early considering how much of a laggard NVDA is

graps2

The NVDA copium overdose is worse than the fent epidemic. If it ever sees 200 again it will be short lived 

Commercial_Seat_3704

NVDA back to 200 by end of year at the latest

enc-nyc

I need Zelensky not only to sign tomorrow; he also needs to announce that with all money he's getting from frozen russian assets he's gonna buy NVDA chips.

Bivore

Your QQQ and VOO are already heavily tech stocks but also your closest thing to diversification. You could reduce some of the individual tech positions to increase those ones, thus keeping you tech heavy but also getting a bit more exposure elsewhere. But I think you’re fine either way, the bubble will pop at some point - but tech will remain the future and what people get the most excited about. Personally, NVDA is the one I’d deduct from if I were to do that.

dont_downvote_SPECIL

Stock can still go up even if it doesn’t have the same growth rate as Nvidia or AMD. “Best in semis” doesn’t have to mean literally #1 it means top-tier profitability, returns, and consistency relative to the group. PEG is still within a reasonable band of 1 - 2 and a company doesn’t need to beat Nvidia’s PEG to appreciate NVDA is an outlier, not the required benchmark for upside.

Mysterious-Device-53

NVDA had absolutely stunning earnings, and is down since then.. this is not math or science folks

apurimac777

NVDA 1000

E39_CBX

Getting tired of how boring NVDA has been lately. Just give me 200 again before Christmas so I can get out. Clearly that’s the top.

Worried_Quarter469

Michael Beary blog: what are you stupid? You could have spent that $39 on NVDA puts

FrostySoftPressure

Yes, those people will be me if NVDA doesn’t pump to $190, but okay, if NVDA reaches $190 I’ll donate $100 to charity and post a screenshot in this comment.

No_Feeling920

I never said it was trivial, you're constantly putting words in my mouth. There is definitely a barrier of entry, that many are not willing or able to overcome (which is essentially NVDA's moat and price premium source). Transplanting a model onto a non-CUDA stack is a matter of cost vs. benefit. That calculation will likely only be worth it for really big scale operations and players. But it is a real threat, especially once highly automated toolkits for porting models onto TPUs exist.

Even-Square-6246

I was promised NVDA $200 after earnings last week

FrostySoftPressure

If NVDA pumps to $190 on Friday I’ll donate $1 to charity of your choice. Feeling grateful today.

chocolatepro76

NVDA puts. Retest got rejected today.

mightychicken64

how about NVDA shreks and saves my calls

Commercial_Seat_3704

NVDA going to carry me through end of year

Sharp-Direction-6894

Google be all like, "we have TPUs, we're super cool". GOOG shreks and NVDA tanks. Jensen be all like, "meh, they aight. TPUs are cool, but we're cooler". NVDA shreks and GOOG tanks.

greyenlightenment

lol now ORCL doing the NVDA Ah dump

No_Resolution1534

Where is the NVDA rally

AncientRoller

I bought NVDA puts at the bottom like a fucking regard

Altruistic_Court5981

Calls on my getting drunk tomorrow and getting cursed out by my racist uncle for telling him to all in NVDA at $200

Nefarious_AI_Agent

We sitting right on top of the NVDA earnings high. The rug as been set.

mightychicken64

NVDA was bullshit today

drippyzaddy

 NVDA holder seeings this rn!!!

ramy_mousa

new ATH will be led by NVDA next week

AMX_revue

NVDA 185 call on sale

dandydaintydandelion

NVDA fucking up both puts and calls 😩 I have learned my lesson to close within the first hour when it swings.

1098duc_w_the_termi

How many of y’all are gonna be looking around your thanksgiving table trying to rationalize your terrible trades and fat losses by saying to yourself “this is what really matters, family and good food” Well let me tell you, your family is probably looking back at you wondering why you’re such a regard wishing you had taken them to Aruba instead of dumping 20k on NVDA FDs.

Upper-Difficulty660

all I want for Christmas is NVDA at 220

Dependent-Goose8240

Feeling like I need to call out all the fucking regards who kept spamming this thread since last Thursday with "blood red tomorrow", "excellent time to short", "looks dumpy". You had to be next level regarded to think it would drop this week after last week's massive arbitrary dump the day after NVDA's earnings.

n0m0rem0ney

NVDA is usually cited as the best example. that’s all

STONKLEAPS

going to beat my turkey to these NVDA calls.

Epledryyk

so what we're saying is if I had put my students towards NVDA and simply not worked my whole life since, I'd be better off cool cool cool

Pristine-Hunter3528

NVDA AI trade is done. Get in the goog stuff. WULF is where it is at.

NaluknengBalong_0918

Well ghey bears… SPY closing in on all time highs… while NVDA has yet to get off the mat… I believe that’s still counts as a small victory in a sea of darkness.💃💃💃🤣

AirportMaterial5917

NVDA and Google just mirror images of each other

nanotasher

This is the kind of thing someone posts when they accidentally short NVDA, then try to figure out how to make that short work.

enc-nyc

NVDA come on, do 182 for a daddy

aioliravioli

so NVDA and GOOG can't be green simultaneously?

MutaliskGluon

Private credit being almost frozen didnt happen? Tons of lower quality lenders going under didnt happen? NVDA having insanely questionable accounting practices didnt happen? The job market being bad and most americans struggling didnt happen? Japan losing control of their bond market and currency didnt happen? Shit, I need to wake up from whatever dream world I am apparently living in

Demogorgonaut

Who would have thought I’d live to see the day TGT beats NVDA 😳

bearhunter429

They can be good use of capital if you have a margin account. Just sold covered calls on NVDA and it only used $4500 of my buying power.

STONKLEAPS

lets liquidate Michael Burry... NVDA up from here.

kalakesri

The way it’s carrying the market other companies should build a fund to pump NVDA forever

jymacro99

If I were to gamble on options, I'd buy calls on all three of GOOG, NVDA, and AVGO

TheCuttyBrown

NVDA got that 180 put fortress built really cute🫂

AwkwardNovel7

is NVDA gonna pump more?

KittyLover-7

Amd up more than NVDA is fake

Fine_Specialists

#NVDA GANG Members checking in

apurimac777

i blame all you retards who bought OTM puts and calls expiring Friday for the MM's deciding to theta NVDA out at 180 the rest of the week

prana_fish

$NVDA will never leave $180 again, up or down.

mwesty25

One giant bull pennant on the NVDA daily chart

enc-nyc

Can someone please buy a few million of NVDA shares like right about now? Thanks in advance, beer is on me, bruh

Necessary_Fly_9266

Fuck it NVDA calls 11/28 for fun

Mysterious-Device-53

NVDA's name is Tiffany and she's a hairdresser

WallofNarwhal

Goddamnit if these NVDA puts don’t hit my wife is leaving me for sure this time :/

Aggravating_Egg8343

GOOG is the 5/10 girl who will be faithful to you, cook you amazing meals, is intelligent, creative and supportive, and will be your rock forever & always. NVDA is 10/10 but she's a ho with borderline personality disorder.

Not_Campo2

Two things can be true at once, you can have people both using it to avoid inflation and trying to get rich quick off of it. Just ask some of the gold heads. I also never said it was necessarily a good way of avoiding inflation, honestly I don’t think gold is either, profit producing equities are always the best choice there. Yes, it’s very easy to use with venmo, I did that myself back in 2021 when I had a lot of cash tips in my Venmo I didn’t need and they started offering the crypto wallet. Got like a 150% gain by forgetting about it for a year or two. Dumb money isn’t using their own wallets, they’re using Robinhood and Coinbase. Measurable data is always the best, it’s also always behind and if you can include lived experience it’s not necessarily a bad thing. The strip clubs near me are dead on Saturday nights, my grocery store’s rewards discount is almost 40% lower than it was this time last year, with less items available for it. And yet the concerts I’ve attended in the last couple weeks have all been packed, the fancy clubs are less busy but the dive bars are pumping. I can tie that with fed data and recognize people are struggling but not at a breaking point yet, and that informs my decision to go long for the next few months. Besides all of that, the position I’m talking about here is like 4% of my port. GOOG, AAPL, and NVDA are still my largest holdings. I’m also heavy on mineral and mining. It’s a play with some of my loose cash to see if I can pull a nice 4-5x by timing the market, and honestly my odds here are better than my 8-10 leg sports parlays that I drop 10 cents into

enc-nyc

debating if I should leave my NVDA 182.50 calls that are down -30% and expire on Friday or close them today