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NVDA

NVIDIA Corporation

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Reddit Posts

r/WallStreetbetsELITESee Post

Oi, get on the car. The market took a sharp dive.

r/wallstreetbetsSee Post

YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics

r/optionsSee Post

Bought aftermarket 3/4 expiry SPY puts

r/wallstreetbetsSee Post

Nvidia Blackwell Chip Sets Record

r/stocksSee Post

Investing in AI as opposed to a specific company

r/wallstreetbetsSee Post

Long ITM Call Options?

r/StockMarketSee Post

Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL

r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/wallstreetbetsSee Post

Who should replace Tesla as the newest member of the “Mag 7?”

r/wallstreetbetsSee Post

I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂

r/wallstreetbetsSee Post

NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains

r/wallstreetbetsSee Post

This is crazy..

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Any advice on what to YOLO on this week?

r/investingSee Post

This post on NVDA from 8 months ago is a goldmine

r/optionsSee Post

Covered Calls/Puts

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Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?

r/investingSee Post

What do you think about my portfolio.

r/wallstreetbetsSee Post

NUE & STLD - TEXAS DEMAND

r/wallstreetbetsSee Post

$6k profit this week from flipping NVDA calls within 1st hour after open.

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$6k profit this week from flipping NVDA calls within 1st hour after open.

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NVDA gain porn

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Low risk Semis

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I just bought some NVDA

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Low risk Semi - conductor/s

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NVDA free fall until $570 level

r/wallstreetbetsSee Post

Strangely the US wants to Intel to succeed but their price does not look that way

r/optionsSee Post

Is holding onto NVDA long term a bad idea?

r/investingSee Post

Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?

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Question for people who profited from both TSLA and NVDA ?

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TSM to the MOOON🚀🚀🚀🚀

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Bullish on NVDA after Intel Guidance

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Down the rabbit hole we go. What should I yolo my last on?

r/wallstreetbetsSee Post

NVDA 425 PUTS are pupupprinting

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Nancy Pelosi is the new Jim Cramer!

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Damnit to heck, Cramer just recommended NVDA

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Do capital losses work like this?

r/optionsSee Post

NVDA options suggestions

r/pennystocksSee Post

CES 2024: AI field still have a large potential

r/wallstreetbetsSee Post

How to make free money ($1-2k) everyday

r/wallstreetbetsSee Post

I believe them puts on NVDA and AMD I guess?

r/optionsSee Post

Best single day

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My top suggested post is a 6 year old NVDA WSB post

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KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI

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Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀

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Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses

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Best. Day. Ever.

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Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months

r/wallstreetbetsSee Post

Let’s destroy NVDA

r/wallstreetbetsSee Post

Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?

r/smallstreetbetsSee Post

Follow up from my previous post! Still holding NVDA and up a 105% gain

r/wallstreetbetsSee Post

Why is SMCI so hyped?

r/investingSee Post

Why is SMCI so hyped? ....

r/stocksSee Post

Anyone get frustration with themselves not buy more Magnificent 7 ?

r/wallstreetbetsSee Post

How much longer is NVDA going to run?

r/wallstreetbetsSee Post

What's the ceiling?

r/wallstreetbetsSee Post

$18k in NVDA weekly calls

r/optionsSee Post

I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.

r/wallstreetbetsSee Post

Am I doing options right?

r/wallstreetbetsSee Post

If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February

r/wallstreetbetsSee Post

NVDA crash when?

r/stocksSee Post

These are the stocks on my watchlist (1/24)

r/StockMarketSee Post

These are the stocks on my watchlist (1/24)

r/wallstreetbetsSee Post

NVDA to $1000 a share.

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103% gain on NVDA

r/optionsSee Post

Losing Position - Wanting Advice

r/wallstreetbetsSee Post

Part two- been practicing option trading (80 % success rate)

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PART 2 Been practicing option trading for a year

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NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.

r/wallstreetbetsSee Post

Intel upcoming GPU thoughts?

r/stocksSee Post

Investing after divorce

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Best stocks for long-term growth?

r/wallstreetbetsSee Post

Jensen Huang Illustrating How big of Dump NVDA Stock will take

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$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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$PYPL Ad: Six innovations that will revolutionize commerce

r/wallstreetbetsSee Post

AMD stock. Buy or no

r/optionsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

r/ShortsqueezeSee Post

Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA

r/wallstreetbetsSee Post

NVDA

r/wallstreetbetsSee Post

NVDA 600 - 1000 next???

r/ShortsqueezeSee Post

All in on AI today over 40% short and bottomed for reversal!!!!!

r/wallstreetbetsSee Post

💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰

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It’s 2024, how are you guys planning on taking advantage the “AI Craze”?

r/stocksSee Post

What are some good long-term high-growth stocks?

r/wallstreetbetsSee Post

Possibility of an NVDA split

r/StockMarketSee Post

Shall I sell NVDA?

r/investingSee Post

TSM - I was right, kind of, and i think there's still more value here.

r/optionsSee Post

Stock replacement strategy

r/optionsSee Post

AMD/Nvidia options a gamma play?

r/wallstreetbetsSee Post

NVDA🤑

r/wallstreetbetsSee Post

CALLS or PUTS tomorrow??

r/stocksSee Post

Portfolio management

r/investingSee Post

2 Part Question about $450k commission

r/wallstreetbetsSee Post

Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”

r/wallstreetbetsSee Post

Am I too late for NVDA calls?

r/wallstreetbetsSee Post

Everything you need to know about AMD in 8 bullet points, before the ER.

r/wallstreetbetsSee Post

How can NVDA be "ignored" when it is a $1.5Trillion company?

r/optionsSee Post

Exit on an NVDA iron condor.

r/stocksSee Post

How I am Positioning myself in the Markets going into 2024

Mentions

Exit NVDA once AI reaches the ubiquity of the internet.

Mentions:#NVDA

NVDA is the market

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when exiting, u should be thinking “is there any other stock that could outpace NVDA in the length of my investment strategy”. if not or unsure, dont sell.

Mentions:#NVDA

This is exactly how I feel about this and many other stocks. Focusing more on room for growth vs current valuation and market cap. Taking all of that into account with future EPS. I feel like Amazon has room to double its market cap. I feel like NVDA could double its market cap from here also, but it could take many more years than AMZN, for example.

Mentions:#NVDA#AMZN

Btw, get your NVDA calls at open… 190$ tomorrow on Blackwell approval….

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It sounds like April in here, lol. Time to buy NVDA.

Mentions:#NVDA

I’m up 100% on NVDA. I will have to pay a lot of tax even at long-term gain. I’ve been running CCs at 15-20% delta. I will continue to do that till it probably gets to 160 and then perhaps reduce the % more.

Mentions:#NVDA

I’m in the camp of proactive liquidity management through position sizing and rebalancing. So my play on NVDA is risk control instead of rigid sell rules like slowed growth or compressed margins. I periodically trim when the stock exceeds a target portfolio weight (say, 10-20%, depending on my risk tolerance) to lock in gains, reduce concentration risk, and free up capital for diversification. This preserves upside exposure on "house money" shares while mitigating volatility in a high-valuation name that's prone to sharp corrections like we’ve seen in past cycles. I reassess annually or after major milestones like earnings beats, but avoid emotional timing. I’m sticking to disciplined harvesting, not predicting tops.

Mentions:#NVDA

I trimmed my position earlier this year, but only because it had become too large a percentage of my overall portfolio. Some would say its dumb to do that, but I'm at an age where I'm rotating about a third of my stocks away from volatility/growth and into more predictability. I still own quite a bit of NVDA and will continue to hold it. I don't think we'll see the same dramatic gains from the last few years, but I also don't see a prolonged crash.

Mentions:#NVDA

MSFT scaling back? NVDA just felt a chill

Mentions:#MSFT#NVDA

I’ve held it since 2016 and bought more in 2022. I sold some recently because it made up a third of my account. Rebalancing is my answer. That or the story changes but that doesn’t apply with NVDA now.

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5 years ago I wrote down the words: “never sell NVDA,” followed by some swearing. Then I sold it anyway. It went up massively. It’s simple. Never ever sell. You don’t need an existing strategy.

Mentions:#NVDA

I'm considering moving my NVDA position to AVGO. I like NVDA, but all the major players (customers of NVDA) want to expand their custom chip usage. I still like NVDA, and think they'll remain the chip leader, but AVGO is probably more stable with more room to grow. Just gotta decide when to take the NVDA tax hit.

Mentions:#NVDA#AVGO

There are bears who tried to burst the bubble but did not succeed . At this point what can slow down the golden run for NVDA is a few bad earnings . We all know the current valuation is unreal.

Mentions:#NVDA

I sell when I see better prospects. For instance, it would take 5 Trillion dollars added to the market cap for NVDA to grow 100% from here. I think there’s other stocks that can double quicker and with far less inflow than that. NVDA has been great but now the same risk reward prospects aren’t there in my eyes. It’ll grow, sure. But you won’t be seeing the same growth it has until this point. That’s my opinion.

Mentions:#NVDA

We're in a AI bubble. NVDA is the heart of that bubble and everyone who is in the industry knows it. They're just waiting for it to burst and then come in and buy it again.

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I'm in NVDA since 2011. Historically, sector is highly cyclical sometimes with -60% downturn. So yeah, there will likely be another cyclical downturn moment and everyone will be screaming buhbull. Only difference this time is it's sorta supporting the whole economy via AI capacity buildout (we would already be in a recession otherwise). So not sure what will happen to the rest of the economy. Bring on the N'th sector downturn already.

Mentions:#NVDA

The multiples are fine. The only thing that'll pop this alleged bubble is earnings contractions. In which case it isn't even a pop. It's just multiples going up due to earnings contractions so share prices go down. Forward P/E of things like NVDA and Meta are mid 20's. Bears would have you think 9 forward P/E is what NVDA should be on.

Mentions:#NVDA

This. I don't know about Oracle but fully believe NVDA is undervalued and will continue with increased sales and revenue. At 43 P/E (current) looking forward, it is a bargain. Of course I bought Friday's dip so I'm biased.

Mentions:#NVDA

What's gonna be funny, is if even a higher cyclical kinda shitco $MU moons on earnings this week, after higher quality AI related companies $NVDA and $AVGO both ate shit post-earnings.

Mentions:#MU#NVDA#AVGO

NVDA gang members are mooning

Mentions:#NVDA

Yep...and both silver and platinum have outperformed gold! In fact, all of the precious metals have handily outperformed NVDA, SMH, QQQ, and VT YTD. Like I noted below, my initial commodity positions were a hedge...but the hedge has become the trade.

Regarding the Trump Administration’s recent stance toward re-allowing the sale of H200 GPUs to China, NVDA believes it is premature to assess or quantify the impact. NVDA is yet to receive formal license, then they would need to figure out: actual demand from the Chinese customers, how fast/much they can build from a supply perspective, and what the Chinese regulators would allow. The math around 25% cut to US gov’t is also unclear, though increased COGS is more likely than lower revenue

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This dude holding NVDA bags 🫵 🤣 

Mentions:#NVDA

While Google Gemini 3 is a top LLM today and is trained on the TPU, it's too early to call out a winner. Importantly, the current GPU-based LLMs available were all trained on old Hopper (2022) products and are incomparable with the upcoming LLMs trained on Blackwell (2024) GPUs. These Blackwell-based models should begin to roll out starting early 2026, by the time when NVDA believes it would be clear that they are at least a full generation ahead of competition

Mentions:#NVDA

NVDA has both demand and supply visibility into the $500bn sales outlook in CY25-26 at the minimum, with OpenAI/Anthropic partnerships incremental Market thinks Nvidia will lower estimates if OpenAI flops, which is not true since they're not in the $500b number If OpenAI even spends anything, it will actually be upside So Nvidia is trading at 25x excluding OpenAI & Anthropic If you include it, Nvidia would be trading at like 20x #JOE DIRT FUCKING CHEAP STOCK WITH OR WITHOUT OPENAI!!

Mentions:#NVDA#JOE

NVDA GPUs remain a full generation ahead of competition, given current available GPU-based LLMs were trained on old Hopper, not Blackwell (LLMs to be available in early 2026) which is 10x-15x better gen-over-gen

Mentions:#NVDA

Ngl.. kinda worried about my NVDA calls seeing how 🌽 is getting fked

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i think the argument isn't that nvidia isn't the leader, but that a temproary bump in the long road to AGI, like if hyperscalers stop spending 50-100bn each a year, and NVDA sales drop by half or if margins go down by 20%, then the stock can come down by 30-50%. given how much spending has already occurred, and how fully automated AI agents haven't really come to fruition...there's just a lot of headwinds for future continue 50% revenue growth

Mentions:#AGI#NVDA

I don’t have any NVDA and put it all on ONDS, good luck bud!

Mentions:#NVDA#ONDS

!banbet NVDA 185 5d

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Im on my last $7k into NVDA calls, smoking hopium rn

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#NVDA GANG Members checking in

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!banbet NVDA $185.00 3D

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QQQ up 20% YTD. XLK up 23% YTD. BTC and ETH down 7-10% YTD. NVDA is also up 30% YTD. There is no correlation.

Been working for me lol… made 8k last 2 weeks shorting MSTR and NVDA

Mentions:#MSTR#NVDA

Yes let’s buy Gamestonk and sell NVDA. Great financial advice Mr. Water investor.

Mentions:#NVDA

BTC below 90k and NVDA below 180 seem to be new found constants within the universe. As universal and true as *pi* or Planck's constant...withstanding the test of time.

Mentions:#BTC#NVDA

Totally get this opinion, but this opinion may be exactly why we do something like a 2025 replay at a minimum and see 5600-5700 into early March before we ramp hard again. Sometimes, the Nasdaq's just going to do what it's going to do and this OpenAI crap is going to be an issue if NVDA and MSFT unwind at the calendar turn.

Mentions:#NVDA#MSFT

This sounds like the people who keep telling me NVDA has a 30p/e and the stock keeps going down  It’s at the same price it was 6 months ago 

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MMs can pry my NVDA call options out of my cold dead hands! Who am I kidding, they will expire OTM and I'll be poor 😭

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With mega cap tech stocks like Oracle and NVDA tanking after beating earnings, I think we'll see a request of the 100 SMA soon..But to get a full on crash, I think we're gonna need economics releases to indicate a recession.

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NVDA's earnings may or may not be ahead of the February's expiration. Still, there will be plenty of chips stocks reporting along with NVDA's big buyers reporting earnings ahead of expiration. Any strong reports from the chips or high capex from NVDA's buyers will help push the shares back higher. You just have to be ready to exit when those short rallies hit. Don't expect a return to breakeven unless something drastic changes, but be ready to exit at -25% or -50%, which is better than what it looks like now.

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Here’s how it’s gonna play out. NVDA will open and drop to 168. All the paper hands will sell, but I will hold my calls down to zero.

Mentions:#NVDA

NVDA is dirt cheap, -40% below the sector on forward non-GAAP PEG. The current media landscape and market is absurd, if you look at the valuation data and growth rates for most (not all) AI names and compare it to the broader economy's equity, there's more logic in the statement that the U.S. economy is in a bubble while the U.S. AI market is not. This is completely inverted to what the media is saying ("AI bubble"), but it is arguably the truth ("U.S. macro economy bubble"), and given AI/robotics is the only logical savior to stagnating GDP growth, owning AI stocks is probably the winning long-term trade and volatility would be due to the broader market suffering while AI props it up (i.e. buy the dips in AI and you'll beat the market long-term). That's unless AI doesn't deliver enough GDP growth and then the whole U.S. economy has a 1929 moment. So we are basically in AI bull market long-term or macro demolition day. Such a confusing environment to make sense of but there we have it.

Mentions:#NVDA#PEG

NVDA has rebranded itself a a stablecoin

Mentions:#NVDA

okay, you convinced me. NVDA calls it is.

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Burry was right about NVDA. While you were eating crayons and trying to bite the fart bubbles in your bath the man was showing us the way 

Mentions:#NVDA

Yes, it is sensible, but I would still suggest having an additional small bucket of money for value investing. I may just be one anecdote, but I wish someone had told me to do the same thing. I began investing in index funds at 15 years of age, thanks to my parents. This was in 1999. After 18 years of investing monthly into an SP500 index fund, my returns were just under 4% IRR. That’s when I opened a separate account for value investing, 8 years ago. When I started, the dotcom bubble hadn’t quite reached its peak, but it was close. My average yearly return was actually NEGATIVE after 12 years. All that said, I still think index fund investing is the right call for 99% of people, and I still have my original account. Today(26 years of investing in an index fund), my average return is now around 6.5% in that account. If the market crashes for a 3rd time since I started, that 6.5% will come way down. The good news is that I opened that separate account 8 years ago specifically for value investing. While I have drastically refined my methods over the 8 years, my CAGR in that account now sits at 78.2% with this year coming in at 221% so far, and 2022 bringing in 118%. I have not participated in the ai trade either. Never owned NVDA, GOOGL, MSFT, TSLA, TSMC, or any other major players until I bought LEAPs in INTC when it was around $22 this year. (For reference, I am usually around 5-10% margin, with each position being 75-90% in shares and 10-25% in options. I almost never exceed 5 positions). This account is 15x the size of my index fund account. I am not a genius. I was a decent student in HS and Uni, but never a savant or prodigy. In my math classes I would say, generally, I would be in the top 10%, but never close to the top student. 8 years is a blink in the investing world, and I am not blind to the fact that much of my returns are due to luck, not brilliance. However, I still think market beating returns are possible for almost anyone with a half decent intelligence level. So long as you understand a few things: 1 - Volatility does not equal risk. In 8 years, my account has had 2 draw downs of over 50%, and 6 of over 30%. Those draw 50% downs both occurred during my best years. 2 - Price is what you pay. Value is what you get. It really matters how much you pay to buy a company. So you better know what you’re buying. 3 - Spreadsheet math, and DCFs, are almost useless if you don’t have real QUALITATIVE reasoning for the forecast. Qualitative data is way undervalued by fundamental analysts. If you understand a business extremely well, with extremely high levels of conviction, then it becomes much easier to figure out their future earnings power 3-5 years out. Lastly, I really like Pfizer. I don’t own it, but it is 100% near the top of my watch list. I am not sure what lead you to that company, but I think it is a good start for a small bucket devoted to individual stocks.

yes, basically NVDA also near its support level, should bounce easily from here

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I had a dream tonight that NVDA was going -20% tomorrow do you think it might have to do with the fact I full ported 12/19 calls or is it real?

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Irs cause NVDA is/was selling chips to Signapore who then "sold" it to China. Now NVDA will sell directly to China and have to pay a 25% tax to the USA. It turns out to be a loss 🫠

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That makes some sense. But I don't like people using overvalued and undervalued. The stock with good liquidity (the one you are trading since if there is no liquidity you will have to sell at bad price) is priced as it should be currently priced. Is TSLA overvalued? Was UNH undervalued at 400$? To me selling put options only make sense as a "limit order". So if i want to buy NVDA at 150$ I would sell puts on 150$. People forget that the market returned 0% in 10 years from 2000 to 2010 and your margin will kill you. Also if AI bubble pops. Everything will go down because a lot of companies are only alive because of passive index money inflow which will be reduced in bear market

Look man,i'm a pussy with stocks and i would be a bigher pussy with options BUT a degenerate gambler once told me "Do it, if i can lose 10K a day i expect to lose them, atleast you can still see if it goes up" As in, it got two more months, NVDA is not gonna crash

Mentions:#NVDA

The US market is relatively efficient. Investments tend to concentrate in the leading company within a given sector or theme. Compare NVDA to AMD. So in the long run, catch ‘falling knives’ is unlikely to outperform simply holding good companies or following the upward trend.

Mentions:#NVDA#AMD

Dude its unrealized. You have two choices. Close right now and prevent any more bleeding, or hold a bit longer for a rally. Still got 2 months to go. Personally i Would hold. I have some feb 2026 calls on NVDA as well in the red, but im holding.

Mentions:#NVDA

I think the big issue is if quantum makes the leap anytime soon, those NVDA chips will become toilet paper. And if quantum does make the leap, then AI in its current form will probably look like toilet paper compared to whatever AI could be run on those chips. Basically, everything right now is MySpace to the eventual winners. Which isn't to say the eventual winners may not come from those very same companies, but I can see OpenAI especially being the MySpace of the bunch, so anyone betting huge on them could be in for a world of hurt. They absolutely cannot lose the AI race or they'll be goners in a hurry..

Mentions:#NVDA

Idk I'm feeling like a retard at this point, NVDA GOOGL VRT TSMC is my core positions

Idk I was thinking they collaborated with NVDA on nvlink and make AI data center connectivity solutions this has to recover, WRONG

Mentions:#NVDA

Markets going to shit right now though, look how bad NVDA’s getting hit and that’s the golden child of the stock market right now

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SPCE, JOBY and I have a $67 avg on NVDA so that’s a given

I'm amused that NVDA is the bleeding pig in my portfolio. Who woulda thunk it?

Mentions:#NVDA

Bros, I got my teeth kicked in the past couple months. Top was $300k right before Zuck shit his panties, kept holding NVDA while the market decided that GOOGL is Jesus. I got $40k after taxes rn, want to burn $10k on a week vacation in Cozumel vs sweat the next two weeks. Thoughts? https://preview.redd.it/t3h6ahuxi27g1.jpeg?width=1179&format=pjpg&auto=webp&s=6b0f7fe6eedaf0e245dbb19e23ed9d4974bdba28

Mentions:#NVDA#GOOGL

NVDA will be the new Cisco

Mentions:#NVDA

I threw 8k into NVDA 210c for February- they’re becoming even more worthless as we approach it 😔

Mentions:#NVDA

I don't. ...but I don't use the products of many of the stocks I own (SOFI, HOOD, PLTR, NVDA, S, ANET, SHOP, GRAB, ACHR, ELF, BMNR)

If you really hate AI, make sure you max out your margin shorting NVDA at the open on Monday

Mentions:#NVDA

What’s a good website to track max pain for an options chain? For NVDA, the site I found via google says 146 for next week’s expiration which seems wrong.

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NVDA has been going down for almost 6 weeks now. It makes me wonder if this subreddit even looks at the graphs.

Mentions:#NVDA

Holy fuck, I just learned how CoreWeave works. This shit's boned. CoreWeave orders chips from NVDA, and pays with them using the *chips they're buying* as collateral. It's kind of like taking out a car loan and paying it back by Doordashing. The problem is: -GPU depreciation is even worse than cars. Most of the Hopper stuff that was bought at the height of the craze at $300k new per node rack are selling for sub-$175k after a year of use. Every new GPU/ASIC release is driving these prices down faster. -*Compute rental* prices are also dropping like a rock. H100 rental prices have dropped from $8/hr to under $3.50 per hour. That means the timeline for these cards paying for themselves have already doubled, and is still increasing. These loans have higher yields that typical corporate loans (~10%+) so more time = more interest. CoreWeave is, realistically, already underwater on these loans. Most of their fleet are peak-priced H100s. All these companies and lenders were factoring in a 4-6 year depreciation timeline, when it should be 3. AI is definitely a bubble, not just because of overpromising on the tech, but because of the fucky finanicial wizardry they're using to hyperscale this stuff in a race to be the first. Puts on CRWV, puts on NVDA (and calls on GOOGL, they're still bae).

Mentions:#NVDA#GOOGL

Life would've only been better if you were a NVDA investor

Mentions:#NVDA

Ha, didn't even think to see how these ended. Unloaded the last of my 12/19 450 calls in the morning, but it looks like the second leg of this market's drop finally pushed CVNA over the edge. Had the SP500 held that 1pm level, I doubt we'd see this in CVNA. Looks like the Nasdaq also took the SP500 down the cliff. Usually, if you get that heavy morning selloff, then the market bounces around 12-1pm and levels out slightly higher for the rest of the day. If the selling starts a bit later around 11am, then it continues into the close. This selling took place in the premarket with the Nasdaq already flashing red. No way the market holds when mega caps like NVDA, MSFT, AMZN, and GOOG are down 2-3%.

And I’ll be buying NVDA at $140-$150

Mentions:#NVDA

That’s a lot to unpack but I will try. China spending more doesn’t mean China is going to catch up. AI leadership isn’t just about chip design, it’s also about advanced manufacturing, packaging, yields, networking, and software. That gap doesn’t close in 1 to 2 years. Being “one generation behind” in GPUs is actually huge. In AI, a generation can mean 2x better performance per watt and much lower total cost. Additionally, CUDA isn’t a liability, it’s the moat. China has tried to build alternatives for years, but developers and businesses still choose what works best and that’s NVDA. The 11/21 price action doesn’t prove a China thesis. NVDA will often sell off on good news due to positioning and profit-taking. Short-term charts don’t define long-term fundamentals. Any China revenue is a positive for Nvidia but NVDA doesn’t need China to continue growing. NVDA’s growth comes from U.S. hyperscalers, sovereign AI, enterprise adoption, inference, networking, and software. Even with a closed Chinese market, earnings can and will keep growing.

Mentions:#NVDA

What are you talking about lmao. Ever since the initial GPU ban, China has ramped up production and been heavily invested into their own chip manufacturing like Huawei. The demand for H200s from China will fall off a cliff once they catch up which likely will be sometime in 2026. Jensen Huang himself has said China is only 1 generation behind and that was months ago. The Chinese government likely will implement their own bans on CUDA based chips since it's proprietary tech from NVDA that can be cut off at a moment's notice and as a result are weaning off NVDA chips and HEAVILY investing into their own. You can literally see the market realize this on NVDA's chart on 11/21 when the trade restriction was removed. NVDA initially spiked around 1:49 PM EST on this news and then immediately falls back down. I will note that I agree NVDA will cross $200 sometime in 2026, but I disagree with the analysis that this will be due to selling our chips to China.

Mentions:#NVDA

Excited to pick up some NVDA under 160 this week

Mentions:#NVDA

Has NVDA announced a collaboration with SpaceX yet?

Mentions:#NVDA

Nope NVDA is the daddy of Tesla cause they actually make profit then give all the benefits to their son so their son’s stock goes up

Mentions:#NVDA

T1 Energy | $TE With nuclear still 5+ years away, US will need quick clean energy. Built in US, by the US. Trump loves that. Clean energy creates more jobs than any other source energy — Trump wants more jobs in the US right? The overall vibe of T1 gives PLTR/Anduril for me personally and the fact that they use PLTRs software is great. Their website design is top notch and overall it feels early in the journey (PLTR,NBIS,NVDA) before it went mainstream. Nuclear won’t be ready until the 2030s and data enters will need energy now. Think of it like the picks and shovels in the AI gold rush. As much as people hate solar, I think TE will solve that issue. At 700 million MC a 5x isn’t out of the question let alone a 10x. If they eventually sign contracts I truly believe this company will take off. The only other competitor has a market cap of 27x TE’s at the time of this writing. If $TE market cap reaches 0.4x the production capacity of $FSLR I’ll let you do the math on that. $FSLR — $27 Billion MC 26 GW of production capacity $TE — $600 Million MC 10 GW of production capacity

my Friday NVDA calls would be happy for this.

Mentions:#NVDA

I don't doubt any of the things you are saying with regards to SpaceX's potential...but my point is that if what SpaceX is doing is that important, and that there is money to be made, there will eventually be competitors You think China is going to just sit idly by and let SpaceX dominate this realm? Look at what happened with EVs just in the last decade and how Tesla is not the dominant force it once was...it basically has to rely on US protectionism against Chinese EVs to survive in its largest market How far into this AI build out are we with NVDA and its chips being at the core of this technological revolution? It has only been around 3 years...give it another 7 years or so and just wait and see how NVDA's lead will have diminished because of China or some other development from a competitor Same thing with what SpaceX is doing...doesn't matter how far ahead of the game they are...if what they are doing turns out to be vital to national interest or makes a shit ton of money, they will have competition that eventually erodes their market share...and it will most likely happen within a decade or less So this whole thing of valuing SpaceX or any company at ridiculous levels by basically pricing in close to a decade of revenue growth is just stupid

Mentions:#NVDA

it's the first trading day after Christmas 2025 / Satan's rally: the stock market has crashed to ATL, after BLOOMBERG exclusive that $ORCL is now building only 2 toilets in its HQ instead of 3, clearly a sign of increasing credit distress $NVDA has now become the least valuable company in the S&P500, and continues to trade like a meme stonk meanwhile $TSLA and $CVNA hit new ATH every week

I invest in known reputable companies MSFT, NVDA, AMD, NKE and like others. So even if the stock value goes down, I will be back in time. Plus I keep stocks for a long time. It's mostly a reliable process for me.

What is more worthless NFLX or NVDA

Mentions:#NFLX#NVDA

NVDA calls. Reuters reported yesterday NVDA is ramping up H200 capacity due to large Chinese demand. Stock is undervalued.

Mentions:#NVDA

Weird to see NVDA at 175

Mentions:#NVDA

Anyone else looking to put on some NVDA LEAPS if we see the 150 day simple (about 167$)?

Mentions:#NVDA

This is really cool. I’ve been trying something similar in the last few weeks, except it’s mainly on options. So, CSPs near the money on blue chip pullbacks (like NVDA)… then other moves on IV crush. Seems reliable to some degree but nothing works 100% of the time.

Mentions:#NVDA

Pretty much anyone last year who held bitcoin or NVDA or a million other things would have outperformed over a 6 month span

Mentions:#NVDA

Time to gut this greedy fat pig. Up more than SMH? Trying to be the next top NVDA ? It’s over, we need a $100 drop before it gets interesting

Mentions:#SMH#NVDA

I think it’s a great idea if stocks are in decline. 70-100$ per week on NVDA 185 calls is a decently safe, worst case they get called and I want 185, so win win.

Mentions:#NVDA

Lol...pricing in future potential is one thing...maybe price in a couple of years of future growth...but at a 1.5 trillion valuation, you're basically pricing in 10 years or more of revenue growth And you're not even considering the fact that once it IPOs, apes will bid up the stock because of the hype surrounding it and it will probably reach 3 trillion in market cap So yea...3 trillion for a company with 15 billion in revenue...why don't you just say it should have a valuation more than NVDA then? Price in asteroid mining and Mars colonization as well then?

Mentions:#NVDA

Just calling out my strategy with NVDA, ORCL, and Netflix for the next 2-4 weeks

Mentions:#NVDA#ORCL

> New to options, started around September of this year. You should be paper trading for 3 months at the absolute minimum, otherwise 6-12 months. > Starting early November each strike price's spread move very fast, updating every second or faster, ITM, OTM, it doesn't matter. I'm a bit slower when clicking and typing in the numbers, so when I click buy and start to enter the limit order number then click send the price has already changed, sometimes twice in the two seconds it takes me to enter the info How is this specific to early November? Do you have data or evidence to support this? Options markets (assuming you're in the US) are incredibly liquid, and the multipliers mean the spreads are changing constantly. > Is this normal for November and December every year? If so, I will just skip trading the last two months of the year moving forward. Why on earth would this be specific to months of the year? > What's the reasoning for the spreads to change so rapidly? By definition, the value of options has to decay as time goes on. But their value will also change with movement in the underlying. You also have to consider the funding rate throughout the expiry. > I should add, I am trying to trade liquid stocks... Apple, Google, NVDA, etc. Not chasing smaller cap stuff where I'd expect this type of rapid change behavior. This makes absolutely no sense. Smaller caps are likely to have less volume, thus less active price discovery and less movement of spread. Read Option Volatility and Pricing by Natenberg before you trade any money of your own. Otherwise I can guarantee you'll blow up the account, potentially go into huge debt, and be back here asking for advice as so many others do.

Mentions:#NVDA