NVDA

wrongrobertpatrick

RTX - aerospace and missiles aren’t going anywhere MU - memory is the AI bottleneck and this is most likely the next NVDA META - one of the only magnificent seven to not be truly rewarded for its merit GLW - electrooptics are becoming increasingly important and Nvidia is demonstrating significant interest MSFT - don’t underestimate their influence in AI, quantum technology, software and legacy elements

CheffromNowhere

Bought more NVDA

Half-Sole

NVDA to 350$!

Alive_Bar7800

I do not think NVDA will crash. It was up big yesterday and momentum should carry it another day. But thats why there is a free market, cuz you and I both think differently.

cdang25

It takes time. Learn how to buy companies with good fundamentals. Buy and hold. Trim the weeds when necessary. It took me 13 years to crack a million dollars and a bit of luck. Largest holdings NVDA bought in 2019. AVGO in 2022 on the dip and continued to buy and hold. Read books and learn, you all will get there but it is a marathon not a sprint.

FatFluffyFish

I guess if you have LEAPS or shares could be worth holding. The last news about Iren was some warrants that NVDA could purchase IIRC? Might be worth holding for a possible 2-3x. This bull run is insane for the AI infra guys lol

TXtogo

I look at the AI stack as NVDA presents it and if I’m looking at what’s next, it’s the applications layer that nobody has nailed yet… but here we are seeing Berkshire invest in Google AI. Berkshire is the applications layer, it’s amazing to me that people haven’t connected the dots on what AI will do to their business and how much money it means for them. Berkshire is trailing the market a lot this year, it seems like the most obvious AI beneficiary I can think of, they employ 400k people and there isn’t any part of their business that won’t improve with AI.

Magesunite

This keynote with NVDA / MRVL was known about since last week: [https://www.hpcwire.com/off-the-wire/nvidias-jensen-huang-to-join-marvell-ceo-matt-murphy-at-computex-2026-keynote/](https://www.hpcwire.com/off-the-wire/nvidias-jensen-huang-to-join-marvell-ceo-matt-murphy-at-computex-2026-keynote/)

justaddcatalyst

Anything NVDA touches turns to gold

FatFluffyFish

NBIS. He had a nice little slide showing NVDA <3 NBIS. And I will be damned if I don’t take that as a sign lmao

Nottwosmrt

Suckers! I am up 1100% on my 2 NVDA shares!

Kind-Relationship559

NVDA

wiser124

Everyone keeps touting played out Ai $NVDA and $AMD. $TMC is easily the market’s next 10x

onerandomcomputerguy

Yes and maybe NVDA calls because they are hulking out

TheSauce69

NVDA my prince

AdOk3638

Wtf NVDA, LMAO🤌

tallslug

Fake deal. You mean all these partnerships between NVDA + or OpenAI + are just hype machine shtuff?

Yonderbeyonder

buying any AMD/NVDA gpu should make you an automatic shareholder

HooplahTiger

So did NVDA just wait to go up until after MSCI rebalance?

Fhyzikz

I sold a 220 NVDA call and a 365 GOOG csp. Let's see what I can do exactly wrong today

Magesunite

Yup, was inevitable as long as Jensen was moderately positive as they have stake and the NVDA pressure needs to go somewhere...

Professional_Tea4502

I told everyone yesterday pre-market NVDA ATHs by next week. Shit we might not have to even wait that long. You’re welcome niggas

corndog_messiah

NVDA announced its buying out every other stock

Professional_Tea4502

Look at NVDA go. I told y’all $230 was inevitable

Quirky_Row_2080

Can someone explain to me why the fuck everything has 20% fucking pumps overnight other than NVDA?

Quirky_Row_2080

Let’s go NVDA! I know what they did to you baby, I’ll always be here for you

kwijibokwijibo

Something could make perfect business sense, but not move the needle on share price by itself For example - I wouldn't trade NVDA purely based on the sales performance of the RTX 5090 OP is bullish because of this news specifically

the_deadzone

NBIS - neocloud with the NVDA cosign. Set to become the next hyperscaler. RKLB - space. Need i say anymore? MRVL - optical hardware. AI buildout over the next couple of years. GS said combined packaged optics tam will grow >5x towards 2030. Multibagger potential. Also recent NVDA cosign GOOG - fullstack AI buildout. Complete self reliance. Will dominate the mags probably

Red_Zone_Broly

Brah, are NVDA and MRVL the only things green pre-market?

W0lv3rIn321

Need someone to make the virgin spce chad (NVDA, MRVL etc) meme. What a throwback Virgin SPCE: no profits, dumps immediately, literally virgin Chad NVDA: month long pump, actual value, pumps other stocks, fucks

Pale-Silver-8178

who else got NVDA calls we are so rich

powerboner

NVDA when I’m in it: sideways and gay NVDA after I lost all my money: “I think I’ll pump”

Venice_LA

wonder how those Michael Bury NVDA shorts are coming lmao. hes so much worse than Cramer

OrangMiskin

Should’ve held my NVDA calls, damn. I’m stuck again with MSFT

Life_Dot_7072

AI factories need everything from power to cooling to networking. DSX is the playbook. Are you looking at infrastructure names or sticking with the hardware enablers like NVDA directly?

Diokneesus

Bro just buy NVDA, GOOGL, SMH, and SOXX. You can still sleep at night.

Jerikolol

Why can't Jensen say NVDA is a 10 trillion$ company? Why pump others but not yourself?

foamrollmyback

Makes sense why NVDA bought equity in MRVL

Turtletwoshells

NVDA is gonna make me nut

Jaded_Drink8872

🥭 has INTC stonk NVDA announced it will make arm CPU INTC stonk down 🥭 : tariffs on NVDA

ArcDogRob

NVDA said yesterday they making CPUs

bickusdickus69allday

You should be asking those people who were asking if shorting NVDA at 1 trillion was a good idea.

Pale-Silver-8178

NVDA 300C eow

DANNYBOYBAR1

if it goes under $150 or you let it get called away at $150 you still will have the same money. your capped at $150 no mater what happens unless drops to $130 but at that point your better off with the $150 anyway. its a tax deferred account so it doesn't matter if you sell off. let them get called away and rebuy what you can before it gets to high NVDA has about $118 billion(around 5% of float) in stock buy backs over the next 2 years. its gonna go up from that and then faster as there will be less shares on the open market. once you rebuy start selling calls again farther out the money and keep buying shares youll be much better off in 2 years then you would doing this.

Fancy_Cattle_5914

I just submitted my bid to buy NVDA. Told Jensen it will be Half Cash. Half Stock. Further details are on the website.

SuperRedHulk1

They are. 1 real customer in Amazon vs AVGO who has several other successful business lines and essentially offers a better version of the same product (custom silicon) that Marvell sells. Doesn’t mean there isn’t room for 2 players in the space though - see NVDA and AMD in merchant silicon

A55BAG

NVDA ath today?

DANNYBOYBAR1

You can make decent money using a **buy/write** strategy (also called covered calls). Here's how it works: * Buy 100 shares of NVDA at $220 or current price. * Immediately sell a $220 or $225 call option and collect the premium. * If the stock price **falls or stays flat**: You keep the premium as profit, keep your shares, and then sell new calls the following week. * If the stock price **rises above your strike price**: Your shares get called away (sold) at the strike price. You keep the premium plus any gain up to that strike. Next week, you can buy the shares back at the current market price and sell new at-the-money calls again. This strategy works best on stocks like NVDA that tend to trade in a range or move up slightly .

BigToadEats

NVDA will be what causes 08 x10 lol

maschin1982

MSFT and NVDA my move for june

A55BAG

FOMO into NVDA will be real once fence sitters realize it's not coming down anymore 😉

A55BAG

NVDA issued 80b in stock buybacks GOOGL issued 80b equity offering. Follow the money 😉

VitaliiNoskov

I get the weirdness. But the numbers are genuinely different this time. NVIDIA's doing $102.7B operating cash flow — that's not accounting fiction, it's real cash matching their reported earnings. Compare that to 2000 when companies had "earnings" with zero cash backing. The valuation premium (36x P/E vs 28x sector median) assumes continued hypergrowth. If hyperscaler capex slows even 20%, multiple compression hits hard. But if AI infrastructure spend has another 2-3 year runway, today's prices look reasonable. The Nokia comparison is apt though — market cap explosions based on narrative alone don't end well. What separates NVDA is the cash flow, not the hype.

goodbodha

If I wrote that out every time I raise this issue it would be exhausting. Your right though. I should go find one of my previous comments on this and drop it here. I'm not saying NVDA doesn't make money. It absolutely makes a lot of money. But it also spent around a third of it net income a quarter or two back on investing in securities. Those securities happen to be investments in their customers. What do you think would have happened to that income if they hadn't made those investments? Would the revenue go down? Probably. How much? Idk but it won't be a small amount. You could probably discount their net income by 5-10% and be in the ballpark. The issue is that everyone bases the valuation on the income and revenues continuing to grow. They are doing something to juice those numbers. You and everyone else needs to ask themselves the same basic questions. Do you think they can keep juicing it forever? If they can't then eventually they will fall off the revenue trend line. If they can't how far will they fall off that trend line and what would you value the company at with that new trend line? What would the value be for NVDA if they stopped growing their revenues at some point in the next 18 months and held it at that level for a few years? What if they maintain the revenue but shrink the margin? I'm not sure how they will deal with this problem. They have a lot of choices, but I am certain they will not be growing their revenue at the current growth rate for 10 years. And if they can't the value on the company should be far lower than it is currently. That would still a highly valuable company. I could easily see it sitting at 2.5-4 trillion in valuation for years. I don't think it will go down to 2.5 trillion but I wouldn't be surprised if it got below 4 and kept going for a bit. Anyway good luck to you.

goodbodha

I would not call amzn googl or NVDA safe on a 2-5 year timeframe. All 3 are AI trade and while it could be highly profitable it could also crash if AI trade blows up.

diefy7321

Cathie sold AMD and bought NVDA. The top is in for Jensen, sorry bro lmaoooooo

goodbodha

actually they are good companies to point at. The entire AI space is essentially round tripping but in a slightly more convoluted way so its legal. Outright round tripping is illegal. Go look at NVDA earnings report last quarter and the quarter before. Please go look at the cash flow statement and income statements. Notice how there is a bunch of investing in non marketable securities going on? Notice how a bunch of revenue popped up as "other". Same basic stuff is happening at several of the big AI companies. They are all investing in each other driving the share prices up. They then sell shares and use that money drive up their revenue after others buy in at the new higher price. Those invested dollars are a major source of the funding paying for the chips from NVDA. When they cant get more people to buy in at the higher price that will be a major issue and they will no longer be able to afford buying those chips. NVDA will then lose that revenue and have to make it up some other way or fail to meet expectations. I have no idea how long this can continue, but quite a few of the companies involved are burning through cash at an incredible rate and without additional funding will run out in the next year or so. Will it destroy those businesses? No. Will it remove the extra revenue they are generating by doing this? Probably. When that happens what happens to the stock price that is priced upon future earnings? My guess is some companies involved will plunge and others will just grind down until the dust settles. The only other way out of this is for them to transition off of these juiced revenues slowly and that will likely mean a prolonged period of time where the market cap goes sideways or slightly down while the rest of the market goes up. Of course I could be wrong, but that is more or less how every previous instance of stretched valuations have resolved. You either plunge, grind down, or go sideways. On the other hand perhaps NVDA can keep growing at some absurd rate. Its already got a market cap that is 3x the gdp of Mexico or 1.5x the gdp of France. If it keeps up this growth level in valuation it will be worth more than the US in 10-15 years. Think about that. Does that make sense?

CreativeMischief

NVDA is pumping

RainieY

The AI cycle has been going for 3 years, the already submitted earnings report that show enormous growth are real money that is paid. If NVDA wasn't getting paid, it would have been piling on accounts receivable over the years, NVDA has no issue getting paid, the buyers are literally begging NVDA to sell them more. There is absolutely no issue of payment here, MU, NVDA, AMD are selling everything they can, at full capacity and trying to expand as quickly as possible as can be seen with MU's new factory announcement. Products not delivered/sold do not show up as income on earnings, they help on guidance. Having a contract to sell does not mean the product has been manufactured/sold, the earnings show real money that is paid in previous quarters, and every guidance is beat and raised.

half-coldhalf-hot

Selling ccs on NVDA probably not the best idea right

Original-Weekend-866

Very true, it's not predictable. It wouldn't work if it was, cards would collapse. What is proven is value. Undervalued stocks will roar with demand. NVDA (and AMD) are blockbuster examples. They had a lock on their industry with very very complicated technology with huge barriers to enter. That alone (without the AI boom) was very undervalued, the AI boom just shed the light of the sun with a microscope through it. We're seeing it in resources now... undervalued because these are scarce and take time to process. Reminds me of that legend who once strolled this sub... DFV

golf_234

Your premise is good, but MU and NVDA are not the best examples for the point. extremely high caliber companies, run impeccably well, with eye watering demand for their products and no end in sight for at least 5-6 years, probably more

nonother

More bullish for TSM than NVDA.

makeammends

OK I did say this exact thing like 9 hours before Jensen copied me: [https://www.reddit.com/r/wallstreetbets/comments/1ttorz8/comment/op67z1q/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1ttorz8/comment/op67z1q/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) And in addition to a couple of other posts promoting MRVL today as the play, I put my money where my NostraDumbass mouth is 6/1 today starting a healthy position in shares and $250 and $280 calls (eh, exp Jan '27, because I didn't know at the time that Jensen was my secret santa stalker). Not always this good; I sold all my FLNC at a loss one fkg trading day before their NVDA blueprint tie up today that boosted it >50%. I'll take this win. Wanted to be in MRVL for a long while and intending to stick with it long term.

Rocky_The_Champion

We’re seeing the bubble pop before our eyes. The short squeeze in software is ready to sell off again, mega cap no longer holding up, and then comes semis. Names like Qualcomm will go first, then the AMDs/INTC and NVDA TSM last. But the biggest bag holders will be in DRAM.

PuzzleheadedWeb9876

>of course no one knows what will happen in the future. investing is a serious of probabilities. I can say with great confidence the performance of both BTC and NVDA is unlikely to repeat over the next decade.

Medium_Beautiful_721

NVDA gap down tomorrow is loading

Springhash

yesterday look up his keynote NVDA's hard to predict but will always go up in end

ThanklessWaterHeater

There were a lot of good companies to invest in in 2000; and they were easy to spot because they were not the ones that had grown five fold in the previous year. The same is true now. I wouldn’t tell anybody to start investing in NVDA or MU today. I would tell them to look at firms with lower than usual P/Es in sectors that are undervalued because nobody cares about them right now. I would tell them to keep their investments small and diversified, and to slowly add to them going forward.

PuzzleheadedWeb9876

>again man, you're trying way to hard to make your case by cherry picking data. Recent performance is cherry picking? >by your logic you should have just held bonds forever instead of BTC or gold. No? >but your thesis only works when you cherry pick short-term dates. >if you held bonds for the last 30 days you have beaten gold and bitcoin. see how that works? Except that’s not what I said. >no ones talking about nvidia--it's an equity Yes but according to you it would be considered a store of value like Amazon. Even if it wasn’t you would still be better off buying NVDA on pretty much any timeframe. >point remains, anyone who bought bitcoin 15 years ago beat everything. Didn’t beat NVDA. >what happened in the last 2 years is irrelevant if you have a 15 year time horizon as reality proves--it just goes up with a declining amount of volatility. I have no idea what it will do in the future. It could do better or it could continue to underperform. Nobody knows.

Ohlele

Only until China takes Taiwan and NVDA's plant there. This will be coming sooner than anticipated.

TheSauce69

Put the leather jacket in the bag and send NVDA to 240

trust_it_bb

In the future there is one stock, NVDA. After this goog dilution, others will follow - all that money will flow to Jensens leather jacket fund.

ClarkFable

They just give the raise to NVDA, the Jensen’s charity gives a bunch of it back to rent Google future compute capacity…totally not a scam

SpacklingCumFart

Thats why I did not list google. Google is just proving again that the buildout is real and demand is real. This means CRWV, NBIS, IREN and so on is going to be buying all the NVDA and AMD they can get their hands on and that means they will all need more MU. This also means AMZN with AWS and their large stake in Anthropic should also continue to go higher.

Still-Chemistry-cook

NVDA is not a secret.

ImOnTheBus

Seems good for NVDA though

DiamondMan07

Yeah NVDA has been very flat compared to many peers over the past few months. I could see $300 by end of year foraure

bye_stander

You do know that Google used more of their TPU than NVDA plus AMD combined in 2026?

trust_it_bb

The biggest news event is goog diluting to raise funds - how is this not the scariest fucking thing to read as a tech bull. NVDA - the shovel seller - is so flush with cash they don’t know how to spend it - while the guys mining for gold - including the second largest company in the world had to raise money.

SpacklingCumFart

This is bullish for AI not bearish. Google is throwing even more money at the build out because demand is so high. This is bullish as hell for CRWV, NBIS, NVDA, IREN, AMD, MU and so on. This, however, might cause a short term downside in google stock.

AromaticAd9132

I’m thinking a few $242 NVDA June 18 calls. I feel like it’s going to run like AMD just did. The quarterly was great and all good news etc., people sold on it and we are past that now. Nividia is now launching new products and partnering with Microsoft and Dell. There is more upside here.

Little-Revolution650

AMZN, GOOGL, NVDA, KO, CAKE, EME, are some that come to mind. While there’s no way of knowing the future and no stock is truly ‘safe’, broad exposure from index funds, dividend funds, and ETFs are the most stable path toward wealth.

Thetagamer

Pull it all out of PYPL and stick it in NVDA or MU or whatever AI stock is trendinng

mwesty25

NVDA finna rip some more

shaz4lif3

Nothing is "safe", when it comes to equities. If I were to pick one, I would say NVDA,.coz I have done enough research on it, while others may have their favorite,.for the same reasons

PuzzleheadedWeb9876

>you called government bonds a store of value Treasuries are considered a store of value. They can also outperform other assets considered to be a store of value. Over the past 2 years they have underperformed gold but outperformed BTC. >if you bought an equal amount of btc and bonds in 2020 you'd be up almost 800% on the bitcoin. And if you bought NVDA you’d be up about 2400%. That said past performance doesn’t guarantee future results. The past few years of BTC is a prime example of this.

Confident-Chart428

NVDA jumped on a new product launch. That launch also helped push Microsoft higher and put pressure on both AMD and Intel.

phybere

Yes. SpaceX, Anthropic, are going to be in all the major indices. S&P 500, NASDAQ. Their weight TBD. But about 7% of your average Joe's retirement is already in NVDA, so...

HimothyCastagne

$spy calls because the weekly chart shows 755 support getting tested after hours or at open with immediate rips back up intra day for almost a week straight. Sometimes it’s axios, today it was NVDA, tmrw bers accept that MM’s are holding 755 until the next green god cock

WordsHappenedHere

Listen up and listen well. If they pull back NVDA tomorrow. LOAD calls. But WAIT until EOD.

Bill_Clintons_Desk5

SMH is too NVDA heavy. SOXX has better growth names and it’s showed for the past 6 months. SOXX outperforming SMH by 20%

Thepandashirt

It’s a little nuanced and I think you are on to that. Earning have been great and price has been following that but probably gotten out of hand in some names - MRVL, AMD, INTC. Other names are still relatively cheap like NVDA and maybe MU. So it’s not nosebleed valuations across the board in semis but elevated valuations in some places. But we’re in a bubble territory nonetheless just from a sentiment POV and caution is warranted. I’m personally up 70% on the year and I’m pulling back my exposure through increased cash levels to 25% and hedging. I’m also underweight semis at this point with concreted bets where valuations are reasonable. I watched the GTC keynote last night and it just solidified my concerns. Tons of euphoria and just this endless cycle of absurd capex spending that is gonna end at some point. And it doesn’t end with a little sideways consolidation - it ends in a 30%+ bear market. It’s a question of when not if. I think these IPOs have the potential to be a trigger but nobody knows. I think the higher probability situation is higher into year end and then a serious correction. If we end the year higher and even more euphoric I’ll be 50% cash for sure.

Xtal_D

Nvidia's down 1.5% in overnight trading. I believe it's time for everyone to crack each other's heads open and feast on the goo inside. (This is happening because I took way too long to buy NVDA this morning. I suck at handling wide bid-ask spreads and wanted to close DELL and USO positions before opening one on NVDA.)

Fhyzikz

Google's actually holding up better than I expected rn. NVDA falling off a cliff comparatively speaking. Maybe that 220 call I sold has a chance to die still

bl1eveucanfly

HPQ is in consumer PC and AI- enabled consumer PC is its big pitch. With the NVDA announcement it took off for that reason. HPE stomped earnings from AI infrastructure

username2571

That they are going to keep building. Calls on MU, DRAM, NVDA, etc.

Quixotus

ARK buys 300k shares of NVDA today. RIP to all NVDA ~~bag~~shareholders.

CarrierAreArrived

I'm referring to the AI bubble in specific. People have been talking about it non-stop the past year, even as NVDA had record after record earnings and still sold off like 25% from its peak during that time. META/MSFT were down like 30-35% from their peaks, also both with amazing earnings, AMZN was in the doldrums most of that time too. Only GOOGL was spared probably due to the fact it owns its whole stack.

Killit_Witfya

back in NVDA lfgoooooo