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ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
30K to invest - Oct 19 Market open
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Why is market crashing again? I'm so sad.. I cannot habibi
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Once again S&P1 seems to be the best long term strategy over the S&P500
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
If market takes a shit wishlist — what prices are you betting your house on ?
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
Nvidia CEO shrugs off AI doomsday to protect it's $5.38T cap.
Einride $ENRD to Build Next-Gen Autonomous Trucking Stack in $NVDA Hyperion
NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
NEVER KYS PART 2 — We are almost even with QQQ since I downloaded Robinhood❤️
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Most popular stocks review NVDA, META, MU
NVDA update – held green through the Fed hike, pre-market $217
SOXL 9/18 $130 strikes at .12? Hmmm.. 🤔
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
Mentions
NVDA also has a lower PE than Walmart. That doesn't prove your point.
SPCX ordering $40B NVDA chips, Anthropic going public gonna order a fuck ton with their cash, META gonna increase capex......folks, semis are down but not for long. Buy buy buy..........SOXL gonna rip back north of 150 before you know it
It's hard to look at a company like NVDA trading for like 16x next year's earnings with the kind of growth its forecasting and say the "bubble" is anywhere near popping. I think the bubble was in unprofitable AI and ancillary names, but companies with real cash flows that are AI exposed just don't look frothy enough to me.
"BREAKING: The New York Stock Exchange just launched extended-hours options trading, per CNBC. It covers 29 big stocks and ETFs, including Nvidia, $NVDA, Bank of America, $BAC, $SPY and $IWM. Starting Dec. 6, those names will trade 23 hours a day, five days a week." Stress Stress Stress!!! 😩
THE NEW YORK STOCK EXCHANGE JUST LAUNCHED EXTENDED-HOURS OPTIONS TRADING It covers 29 big stocks and ETFs, including Nvidia $NVDA, Bank of America $BAC, $SPY, and $IWM, per CNBC. - Morning session: 7:30 AM to 9:25 AM ET - Late session: 4:00 PM to 4:15 PM ET - Starting Dec. 6, those names trade 23 hours a day, 5 days a week
If NVDA made paint, you could watch it all day and it would never dry.
The real issue isn't whether NVDA or TSM are good holds over 2 years, it's that you went from a setup you were comfortable with to one you're clearly not, and that discomfort is itself the signal. If half your position in cash was letting you sleep, the fix isn't necessarily selling everything back, it's finding an allocation between 50% and 100% invested that you won't regret on either side. No position in any of these tickers, for the record.
Because of NVDA's prominence in the market, is the Price action on that stock a decent early indicator of what SPY will do? Please be kind, I'm regarded.
NVDA pumping back to $220??
How is SPY and NVDA chart the exact same
NVDA going down and my puts are losing value… interesting
NVDA is copying kospi its gonna end the day flat
Genuinely think NVDA is gonna go crazy. Volume is creeping. Why is this happening?
agree with the framing. the split is who funds the buildout from operating cash flow and who funds it with debt against the GPUs. CoreWeave breaks first when spreads widen, the hyperscalers dont even notice. and upstream NVDA and TSMC already got paid in cash, so treating the whole chain as one trade is where the selloff got sloppy.
not sure where they want to take SPY today. Don't think NVDA has in it the juice to overtake 220 but you never know if they're gonna pump Apple at some point or not...Uneducated guess --> 771.6 Retarded guess --> 767
theres a wide range of peg ratios out there depending on forecasts. [zacks has 1.65](https://stage.zacks.com/stock/quote/NVDA/detailed-earning-estimates?icid=SITE_SECTION-SUB_SECTION-quote_nav_tracking-zcom-left_subnav_quote_navbar-detailed_earning_estimates) which relies on eps growth going from 77% in the last 5 years to 14% in the next 5 years. seems pretty conservative to me
Come on NVDA, 220 is just over that hill 😌
> But NVDA did something very smart and more or less is a feature of every megacap, they created an ecosystem that is combined software (CUDA) and hardware (the entire rack not just chip). > > AI went through it's largest development phase over the past 10 years, all on NVDA CUDA platform. That is the reason why NVDA owns the AI market - every experienced AI engineer did it on CUDA. 100% agree with you and more. The moat of Nvidia is not the bits and bytes of the hardware. But the CUDA software, and all the open-source software they keep developing for it. Plus, compared to ASIC they are general purpose, so they are being "positioned" as fungible. As in, they can be used for anything.
Why am I holding AMD, AVGO and NVDA when I could just buy SOXQ and (theoretically) stop caring?
Indeed damn I should have got AMZN calls instead of NVDA
No one is a bigger a retard than me. I owned 1000 shares of AMD in 2016 at $12 average. Sold them at $21 cuz "That's like a cheap NVDA knock off man. Noone wants AMD GPU's..."
One data point from House trading disclosures rather than analysts: since late May, members’ AMZN trades have leaned toward selling. There were four sales (June 1, 5, 16 and 25) and one purchase (Rep. Kean, July 8), all in the smallest $1,001–$15,000 bracket. I wouldn’t read much into it. Rep. Van Epps’ June 16 AMZN sale was one of 13 stocks sold from the same account that day (GOOGL, AAPL, MSFT, NVDA, META and others), and Kean’s filing says third-party advisors make his trades. Across all of 2026, the House PTRs I could find come out about even: 10 buys and 9 sells, all small. So Congress isn’t making a call here either way. The $350 target lives or dies on AWS growth against the capex bill. Amounts are ranges as filed. No AMZN position.
Meanwhile NVDA pumps anyway on this "challenge" news lol
When you are buying and selling before and after market hours you will always want to use limit orders because of the low volume. There are horror stories of people placing market orders and getting 1 share at the intended price, but then the rest being wildly off. All of my orders, before, after, or during are always limit orders. Buy Limit Order - Buy when equal or below the price requested Sell Limit Order - Sell when equal or above the price requested The price can be anything, depending on your broker. They may place limits on the range you can place the order. For instance if NVDA is trading at $200, they may not let you place a Buy Limit Order for $1, since it is very unlikely it will ever be filled in a reasonable amount of time. You can place a Buy Limit Order for $201 in which case it will be filled immediately, and you are guaranteed to only purchases shares at $201 and lower. It has happen to me a few times where my orders were partially filled.
Ok, interesting turbo pump on NVDA
Custom chips developed by hyperscalers are meant to service lighter loads that would otherwise be a waste of cycles on an expensive GPU. They are certainly not 1:1 replacement. NVDA chips are flexible and can cover any use case. ASICS has limited use case and lifespan - need to make a change of any kind - sorry you are out of luck.
\*\* garbage AI companies you mean NVDA forward P/E is 13.54 today. S&P is at record lows for forward P/E
come on man, Walmart at 43x for a grocery chain growing single digits is wild. NVDA's multiple is low because people think AI capex peaks soon, not because the business is slowing. I own some NVDA
You won't be able to buy a stock cheaper than it's price. NVDA looks like it's $216 already . Placing orders after close isn't going to change that.
wow NVDA just jumped off the high board before even opening it's eyes.
Should buy NVDA if it hits $215?
>The Nasdaq in 2000 was the opposite, it fell 78.4% over 31 months and didn't close above its March 2000 high until April 2015. This statement holds a lot of meaning for a person who might have lump summed all their investment capital ito the NAS in March 2000. It holds less and less meaning for the people who have smaller percentage of their investment capital invested in NAS in March 2000. The reality is the people who had been investing DCA through the 90's were doing just fine through the dot com burst and financial crisis. When 2022 hit, my portfolio did take a big haircut. But buying more AMZN MSFT GOOGL SHOP NVDA AVGO QQQ VOO would have increased my cost basis, because my accumulation had been done for years prior. Investors who buy and hold companies with growing top and bottom lines eventually get rewarded. It's the speculators that may need to panic.
DCA NBIS all day long. Did this with NVDA and became….a millionaire!
NVIDIA has been clear cut leader in GPU for 30 years now. It's only now they are a well known company as uses cases expanded beyond gaming/CAD/animation to crypto and now AI. It's a fair point to say technology can change quickly. But NVDA did something very smart and more or less is a feature of every megacap, they created an ecosystem that is combined software (CUDA) and hardware (the entire rack not just chip). AI went through it's largest development phase over the past 10 years, all on NVDA CUDA platform. That is the reason why NVDA owns the AI market - every experienced AI engineer did it on CUDA. I'm not questioning the take on WMT. But don't discount the leverage NVDA has - MS Windows, Apple App Store, Amazon AWS, Google Search, the big social media platforms have decade plus or decades of ecosystem domination.
The company's sole reason for existing is to funnel investor and lender money into NVDA chips, rent them to openai who rightfully doesn't want a massive pile of debt and overpaid for chips, and then eventually something goes bad and they can't pay back the 9% debt and they die for everyone's sins like debt jesus. A new generation of "neoclouds" replaces them and the party goes on. Why would you buy a company who just exists to funnel idiots money away?
Planning to invest 30K spread across the following stocks today: MU GOOG SMH AVGO ORCL NVDA AMZN WDC/STX New investor here. Any advice from seasoned veterans? Any other stocks you’d recommend?
⚔️ BULLS VS. BEARS 1996 SNES JRPG — Wall Street Edition 🎮 🎵 16-bit battle music intensifies 🎵 🐂 BULLHUNTER uses PATRIOTIC RALLY! 🇺🇸🦅 S&P 500 rises 3%! NASDAQ rises 5%! All Bulls gain +50 morale! 🐻 BEARHUNTER uses FEAR OF RECESSION! NASDAQ falls 4%! NVDA takes 2,000 damage! Reddit Ape is confused! 🏦 FED WIZARD uses POWELL'S HAMMER! "WE ARE DATA DEPENDENT." CRITICAL HIT! All growth stocks lose 30% HP! 🤌 SIR WILLIAM uses COVERED CALL! Collects $847 in premium. Theta meter fully charged! 🦅 BULLHUNTER uses BALD EAGLE — BUY AMERICAN STOCKS! SUPER EFFECTIVE! 🇺🇸 S&P 500 +2.8%! Bears flee! Reddit Apes begin chanting! ⚠️ THE ALGORITHM HAS ENTERED THE BATTLE! Market closes +0.03%. RESULT: TECHNICAL DRAW. LMAO🤌
AMD and NVDA easily!
You have enough money in your account to recover. Just go slow. Buy good companies on this dip like Dell, HPE, AMD, NVDA , VST. with all the remaining money and you recover in 2 months
5ea 90dte NVDA @235 calls
* turning 19 this month US * Unemployed college studnet * I just got my investment account of $2300 transfered to me. I want to get it to grow quickly * I need liquid money often * Blackjack level risk tolerance * Current holding: $TSM 417 NVDA: $217 AMZON: $252 GOOGL: $343 * No debt only expense is food parents pay for everything else Question: Is my portfolio reasonable?
Last year, NVDA, OPEN and OKLO. Not even joking LOLLLLL.
this is the part people keep missing imo. NVDA and TSMC already got paid, in cash, at 70% margins. If a neocloud blows up the losses land on whoever holds the debt and the equity checks, not on the chip suppliers order books, somebody else just buys the capacity cheaper. The selloff treated the whole chain like it had the same risk and it just doesnt.
The best hope is that Alphabet becomes largest mkt cap and Gemini does well which would make the market a lot more robust to NVDA OpenAI and Anthropic blowing up
Tech earnings will be strong, of course. If they hold rates at the Fed meeting (the meeting that’s the week before elections 👀 👀), look out above. Extremely bullish until the week prior to NVDA earnings
who is going to save NVDA from circula financing ? :wendys:
NVDA didn’t go up, did it?
Bers really thought NVDA would let CRWV fail 😂
I dont think NVDA is going to be down for long. Hoping for a panicked sell off so I can buy
About to gamble the whole port on NVDA 220 c for 12/18
Brother you have enough $ you can just buy NVDA & GOOGL leaps and log out of the app till this time next year and be rich. Please do that 🙏🏼
NVDA buys out CRWV for 90 a share just out now
Upcoming calendar: \-Ichabod Crane Rally \-Pocahontas Rally \-5% pullback on NVDA earnings bc NVDA earnings is always CRAZY GAY \-Santa Rally QQQ 789 EOY
I’m yolo googl and NVDA and mu
Sure hope NVDA doesn’t step on my peener tomorrow
It’s over bro, Samsung, SKH, NVDA and other chip / memory names are going bankrupt /s The timeline and capacity of this thread is 24 hrs
Yea its nothing like AMD or NVDA from 5+ years ago
Here’s the AI slop version for the regards: Stock Reddit implied move Historical average* Initial interpretation NOK ±10.28% 3.3% Unusually expensive-looking BE ±12.15% 16.5% Worth checking for underpriced volatility DECK ±10.56% 11.3% Close to historical WDC ±10.73% 9.4% Roughly in line CLF ±12.38% 11.8% Roughly in line UAL ±7.08% 7.2% Roughly in line 1. Nokia (NOK) — potentially overpriced volatility Earnings: Thursday, October 22, before market open 10.28% implied move vs. 3.3% historical peak intraday average This is the most dramatic discrepancy in your screenshot. A separate options-data source confirms the approximately 10.3% weekly implied move. But there’s a reason Nokia might behave differently now. Nvidia invested $1 billion in Nokia in October 2025, tying its investment story much more closely to AI networking. Possible strategy to examine: An iron condor or another defined-risk premium-selling position, if the actual premiums adequately compensate for the risk. The danger is assuming Nokia’s old low-volatility behavior still applies to a company whose investor base and business narrative have changed. 2. RingCentral (RNG) — potentially underpriced large moves Earnings: Thursday, October 22, after market close 13.26% implied move This one deserves attention because its recent earnings reactions have been extreme. Previous report Stock reaction July 2026 +25.1% May 2026 +0.5% February 2026 +34.4% November 2025 −8.3% Historical earnings reactions reported by TipRanks. Two of its last four reported earnings reactions exceeded 25%. That’s interesting when the current option market implies about 13%. Possible strategy to examine: An at-the-money long straddle or wide strangle if the total debit and bid–ask spreads are reasonable. However, two extreme observations out of four are not enough to establish a statistical advantage. The stock has changed substantially over that period, and two of those four moves would have disappointed a buyer paying today’s 13% implied move. 3. Western Digital (WDC) — a directional AI sentiment trade Earnings: Thursday, October 22, after market close 10.73% implied move Western Digital is particularly interesting because the company has benefited from cloud-storage demand, but AI-related technology stocks have recently sold off sharply. Its fiscal 2026 results showed substantial revenue and margin improvements. However, its customer concentration and dependence on hyperscaler spending are also meaningful vulnerabilities. The implied move isn’t obviously cheap compared with its history. I wouldn’t buy a straddle solely because of that 10.73%. Possible strategy to examine: A call debit spread if you’re independently bullish on guidance, or a put debit spread if you expect a worsening AI capital-spending outlook. This is more of a fundamental directional opportunity than an obvious volatility-pricing discrepancy. 4. Bloom Energy (BE) — a high-volatility AI infrastructure event Earnings: Thursday, October 22, after market close 12.15% implied move Bloom has become closely linked to the AI data-center power buildout. Recent selling reflects concerns about the financing of that investment cycle, rather than simply the demand for electricity. This creates the possibility of an especially meaningful earnings reaction if management either confirms strong demand or warns about financing-related project delays. But the more comparable recent historical data suggests that the 12% implied move is approximately fair, not obviously underpriced. Possible strategy to examine: A defined-risk directional debit spread, rather than automatically paying for both sides of a straddle. I’d want a specific view about earnings guidance before making that trade. Two names missing from the Reddit list There are two other interesting discrepancies in the broader earnings calendar. Stock Current implied Historical average* Tesla (TSLA) 7.6% 9.6% Meta (META) 6.9% 10.4% *Ten-year historical peak intraday earnings-move averages from EarningsWatcher, which aren’t directly comparable with closing option payoffs. At first glance those look like potentially underpriced straddles. However, using more recent closing-price history, Optionomics estimates Meta’s average reaction over its recent sample at 6.86%, versus an average implied move of 7.35%. So the apparent bargain largely disappears. Tesla’s recent average realized earnings move was 8.56%, compared with 7.49% implied, leaving a more interesting—but still unproven—case for buying volatility. For your existing NVDA calls, though, Meta’s earnings may be the most consequential event of the entire week. Its capital-spending outlook could affect sentiment toward Nvidia and other AI infrastructure providers. One warning about the Reddit list I found at least one apparent calendar discrepancy. AMC Entertainment appears in the Reddit earnings list with a 9.28% implied move, but another earnings calendar currently estimates its report for November 4, not October 19–23. That doesn’t necessarily make the quoted options percentage wrong. But if the earnings date is wrong, the intended event trade may be completely different. And Cleveland-Cliffs is reporting before the market opens Monday, October 19, so waiting until Monday’s regular session to buy options would mean entering after the announcement. Always verify the precise reporting date and use the expiration immediately following earnings when evaluating event premiums. The actual opportunity test If I were screening these as a professional, I’d want to see the following before putting money into one of them: Requirement Why it matters Actual ATM call + put ask Determines the real cost of buying the straddle Actual ATM call + put bid Determines what you can recover immediately Last 8–12 earnings closing moves Better comparison than just historical intraday highs Expected post-earnings IV decline Essential for estimating the value remaining after earnings Available spread widths and liquidity Determines whether a theoretical advantage survives execution costs For premium-selling positions I’d also model a much larger-than-expected move, not just the average historical reaction. Where I land Nokia and RingCentral are the two names I’d investigate first for potential volatility-pricing discrepancies. They represent opposite hypotheses: Nokia’s 10% move may be too expensive, while RingCentral’s 13% could be inadequate if its recent large-reaction behavior persists. Western Digital is interesting for a more traditional earnings-direction thesis. Bloom Energy is fascinating but doesn’t appear clearly underpriced on a like-for-like volatility comparison.
Forget about AI GPU compute for a minute. The reason why AMZN and MSFT have soared in the past decade is due to wide adoption of their CPU based hyperscaling. I don't think you can really call an NVDA GPU a commodity because AI for past 10 years was developed on CUDA platform. You don't just replace NVDA with AMD in this case. But CPU's and servers had already been a commodity for 2 decades. If AMZN and MSFT can get high margin for those commodities, just imagine what they can do with limited supply NVDA GPU? And AMD will probably come in with some inferencing too. Something to keep in mind is when you rent capacity from the hyperscalers, you aren't just buying the pure output power of resources - you are paying for a services layer, a physical protection layer, a security layer, a connectivity layer etc. Imagine I delivered a GPU rack to your house or even your general office business location. What can you do with it? You don't have the power, the cooling, probably not even the know how etc. You pay the hyperscaler premiums because you can login to a browser and with a few clicks you have something operational, or login and deploy a snipet of code and boom you have access to a resource.
how are NVDA earnings real when they give money to customers to buy their gpus? shit wouldn't have a market at 1/3 the price
I'm going to say NVDA probably drops under 210 and maybe heads down to 200 if there aren't any changes in the narrative. If tomorrow remains a relatively calm day in terms of new development in the ai trade, I could see NVDA coming back up to the 210-215 range during the week. Then again, if we see widespread panic, a 10% drop on NVDA would not be impossible. I don't think it goes green tomorrow, though, there's just too much negative news going around.
If any pocket of NVDA or AVGO chip capacity opens up it will get gobbled up by sidelined demand, and it would take a dramatic, prolonged slowdown to change that. GPU rental rates are going up, AWS is booked through the end of next year, Azure and GCloud are capacity capped, Elon Musk wants to triple the number of NVDA cards at Colossus.... If TSM.opens up even 1% manufacturing capacity someone is filling it. That's why OpenAI and Anthropic are in such a precarious/dire position. They have to either spend billions every quarter hand over fist on as much comoute as they can possibly procure, and if they slow down at all they open up space for their competitors. Having "runner up" models doesn't matter at all to Gemini or Co-Pilot, they have distribution and the product is "good enough", for OpenAI and Anthropic of their products aren't "good enough" they fail. TLDR the picks and shovels are still sold out for years to come but the gold miners are playing a risky game.
More like NVDA, AMD, GOOGL, MU, SKHY, suck it
I thought stocks were safer than 0DTEs until I saw my NVDA bag evaporate overnight with margin. lol
Some people who bought calls at NVDA 245....will be loading puts tomorrow Different actions....same result
Yep this is where we see the difference between an investor and a speculator. I could look at the 5-7 year stock chart for GOOG MSFT AMZN NVDA and might conclude their businsses sufferred major setbacks a few times. Yet if I looked at 10Q's and 10K's instead it paints a different picture and the one I like to see.
10x $100p 12/27 PLTR @ $5 10x $100p 12/28 NVDA @ $4 50x $100P DELL 3/27 @ $.09 10x $30p CRWV 3/27 @ $1.35
$NVDA and $META and have been for years.
Seriously, "too big to fail" part 2 ain't gonna be government bailouts, its gonna be NVDA backstopping everything or starting to give sweetheart deals with lower margins to ease the pressure on their preferred partners.
Oh NVDA is definitely in the best position. Unless it’s customers go out of business.
Hundreds of billions worth of NVDA GPUs that were ‘sold’ are in a similar limbo. Pop.
NO. They literally got loans from NVDA to buy those GPUs... only 25,000 of Nscale's 400,000 contracted GPUs have been fully paid for by Nscale. I think it's about high time everyone sees the writing on the wall. The issue isn't that AI is useless or expensive, but that there literally isn't enough money in the world for this build out... and NVDA is adding fuel to the fire by lending its own customers, basically ensuring that if the market goes belly up... all companies crash and burn (even the legitimately good ones).
NVDA with a healthy lead in front of AMZN, AAPL and AMD AMD was tied for 2nd place not long ago but dropped to 4th 🤬
If you say so. The paper gains are only a little less than NVDA over the same period.
This is crazy . . . broad index funds aren’t what they were 10 years ago. What happens to S&P 500 when NVDA has its mean reversion? Or is the purchase of the broad index fund now a bet that NVDA never has that mean reversion?
It kind of is. Just like the deepseek drop, CXMT suddenly announces that they’re going to produce RAM and so semiconductors routed. But there’s other factors as well. Interest rates / bond yields. AI company profits and their borrowing. Inflation. High tech valuations. The rest of the economy. But build out is continuing… Yes. Lots of earnings reports starting this week so let’s see what happens. I’ll be watching a few closely, META, Google, Hynix, WDC, SNDK, MSFT. I’m hoping for a rebound. Not sure if this is the end just yet. End of November NVDA reports.
NVDA is my only position. $1.3m
I mean GOOG and MSFT are both doing the spending not gaining from it so that's kind-of a moot point and NVIDIA even if sales drop %70 of expected income they are still gonna be making more by 2027 than they were last year. I also just don't see NVDA's sales dropping that much long term even with an AI CAPEX decline
GOOG does more like 100B a quarter. Why is that not a fraud? NVDA does like 70-100B a quarter too... Yeah you are high as a mofo
your problem isn't NVDA or TSM specifically, it's that you went from a setup you were comfortable with to one that's making you anxious in the span of a single trading day 2 years is a weird in-between horizon, long enough to ride out some volatility but short enough that a prolonged slump could leave you stuck if you actually need the money then. being all-in on big tech when that's already the crowded trade isn't ideal if you're losing sleep over it if you're already second guessing yourself this hard maybe keep what you bought but next time just ease into a position instead of deploying everything at once. nothing wrong with taking a swing but if the regret is eating at you that's your gut saying you overcorrected
NVDA Shares, AAPL LEAPs.
NVDA and SNDK. So my position is anal right now.
GOOGL, MSFT, NVDA, TSMC, MU all long-term hold