NVDA

le_pedal

My 12 month plays are MSFT GOOG NVDA so whatever

DrummerCompetitive20

NVDA seem severely under valued here compares to MU

shivaswrath

Don’t buy into hype. Rotations will happen. Remember when NVDA was $100 and Apple $105? It wasn’t that long ago.

Prudent-Corgi3793

That “someone guy” is right. I love MU. It’s grown into my second biggest position (after GOOG, tied with NVDA), but you also have to know what you’re getting into. MU has had multiple brutal drawdowns, including >95% during the great financial crisis. SK Hynix has had a parabolic rise, but only recently broke its all time high from the dotcom bubble (shortly after it started trading as Hyundai Electronics). Why? Because it lost \*\*>99.5%\*\* of its value through 2003. And keep in mind these are the few survivors of the RAM consolidation. Are things different now? Let’s hope so.

Kranoath

So bigger than NVDA soon?

bearhunter429

#Once NVDA goes bankrupt AMD will be able to acquire them for $25 a share LMAO🤌

Fritzkreig

I woke up and was like WTF; at this rate I am up +2000^^% and it might just catch my NVDA; if that keeps trading sideways‽

dontfret71

I sold all my NVDA position today, felt like top to me

MeanieManh0le

Good thing I sold my cases at the top and bought NVDA and AMD calls. Obvious win for gamers with real brains

g1184

Bitcoin was once in a generation TSLA was once in a generation AAPL was once in a generation NVDA was once in a generation ... and this is just the past 10 years

aka0007

2000 - TSLA went up and up 2021 - market went regarded and meme stocks went crazy 2022 - I am trying to forget still 2023 - NVDA started going up and up and up 2024 - PLTR started going up 2025 - MU started going up and up Basically from 2020 - current the market has been on a tear From 2010-2020 the market did overall decently but was not very exciting. Its returns were nothing like this. From 2000-2010 the market did pretty much nothing, except crash in 2020 (dotcom bubble), crash in 2021 (9/11), and crash in 2008 (Mr. I may be early but I am also not right... apologies if I got that phrase wrong). Assuming these valuations stick I think you have to consider that these last few years are unique. The arguments I would make that we are in a transformative era is I think we may be seeing the combined impact of several major advances that can in theory drive economic efficiency and hence greater wealth as never before. 1. AI - this is rapidly reshaping every business and is enabling increases in operating efficiency that drive profitability. There are legitimate doubts as to how much benefit it will have, but I am seeing real-world impacts in so many things so I really believe in its value. 2. Robotics - Right now this is a much unseen technology as they operate in Amazon warehouses and so on, but we should include with this self-driving which is very visible. These are technologies that directly solve the critical economic scarcity issue related to labor. 3. Space - Simply going to point to SpaceX. With their new Starship v3 rocket proving itself as a vehicle capable of achieving orbital velocities and deploying satellites, Space travel as been fundamentally changed once again (last time it as the Falcon9). Even without reusability the cost to launch mass to space should be far lower with the Starship then with the Falcon9, essentially making the Falcon9 obsolete in many ways. You take these three together and you get the following: AI now has a path to massive scale and power generation via space based data centers which are only possible with the Starship. AI that can scale is the brain for robotics and technology advances. Robotics is the labor force to enable building this out. Long wheat futures for when it all crashes...

Ziegelmarkt

Same. Got in at $444 and was starting to panic a little with the subsequent -25% drop but I held firm just because I had strong gut feelings about their place in the sector's landscape. MU is to SNDK as AMD is to NVDA. Maybe you missed the train for the latter two, but the former two are proving to be juggernauts.

whatthewhat_007

NVDA was +239% in 2023. MU is +184% YTD. There's room to pump

XgenAccordBen

Bought NVDA pre split in June 2023 at $387 a share I had 51 shares was around $20K like you i'm currently at 455% ROI. However, I sold 1/5 of my stake and bought 400 shares of DRAM for 51.67 and now I'm up 15% on that trade. I'm gonna hold the dram until at least the next SNDK earnings report. I honestly think we will see Dram in the 80 to 90 range.

user4443337

I mean the average forecast for NVDA on there is 295, implying 37% upside. The average price target for MU is only 640, it’s moved up so much that all the targets listed are out of date. I would suppose something along the lines about AI’s growth benefitting both companies significantly. I don’t know much about markets but it makes sense to me that NVIDIA could continue to dominate, and that it’s a “winner takes all” kind of world. I know there’s talks of a bubble but from what I can tell, the AI buildout will last several more years. I am generally pessimistic about AI - I don’t think we’ll reach AGI for decades and I think we’re reaching diminishing returns. But, the markets seem optimistic about AI so who am I to know?

iloveaccounting64

I do own leaps on SaaS and cybersecurity and NVDA. The shorts are to hedge for downsides.

TazFanBoys

Or owning NVDA & MSFT 😪

No-Improvement3164

I’m going to buy a NVDA 12/28 100c and sell CC’s on it if it’s good to be flat for another year

account-names

I lent it to NVDA who lent it to other firms that then bought NVDA devices

ParticularWarthog319

Tried to diversify some of my more regarded plays with META, AMZN, MSFT, NVDA calls and they’re brining me down big time.

RainieY

NVDA is the cheapest but because it has larger market cap people bet on smaller companies because they have FOMO and want quick returns. There is also some risk/fear that it will eventually lose its margins in 2,3,4+ years but for now that is not the case so it's staying flat. It will eventually test highs because the ratios can only compress so much before people start buying it. I think NVDA is what bitcoin is for the crypto, people buy shitcoins during bull market.

dimadomelachimola

Yes NVDA has to fall first

OldManYellsAtCloud12

To much NVDA cope here.

optamastic

AMD hasn’t had its run quite like NVDA had yet. AMD has lots of room next 2-3 years.

BigMoose515

NVDA has CUDA though, which gives developers something no other GPU manufacturer can offer. Memory is a commodity product that anyone can manufacture, and is interchangeable with other memory of the same specification.

jeon19

AMD: 5B yearly profit per 1T market cap NVDA: 44B yearly profit per 1T market cap Sounds like NVDA is undervalued :)

ez399017

MU is about to buy NVDA, half cash half stock

AlphaOne69420

NVDA

Specialist_Cup_3603

Hood I can’t buy it , i will buy $NOW , or some of nokia or $COHR or $NVDA

John_Bot

AMD forward P/E is 40 which would be 20 billion $ profit But NVDA is still "cheaper"

MetalExpensive4530

NVDA 2.0 Baby

WigglyWeener

I sat on it for literal years while wall street ignored it. NVDA was king and micron was underperforming dollar stores. Patience finally paid off though.

bearhunter429

#NVDA overdue for a MASSIVE pump LMAO🤌

WallStreetThreats_

Both NOK and BB play significant but understated roles in AI infrastructure buildout BB owns QNX NOK is the primary western company for network solutions related to AI infrastructure buildouts. They're playing the role that Huawei would have played, NVDA has invested over a billion dollars into them and everything else NVDA has invested in has also ran (Nebius, Marvell, Lumentum, Coreweave etc)

ThinkingOfTheOldDays

CPUs > GPUs for acentic  Nvda has CPUs, but the revenue / earnings change for amd (and intc) are more significant vs baseline, so they go up will NVDA trades flat or down

JiffyDealer

Typical for post-earning week with NVDA.

bobbybeansss

bought 100 shares of NVDA today bc inverse burry is a classic strategy

Artistic_Chicken_557

NVDA just posted the most revenue in the history of capitalism. The prior record was by AMZN AMZN profit margin? 11% NVDA? 75%

superhappykid

I mean these AI Stocks are at 1 trillion. Unless you think they are all going to NVDA levels, realistically speaking there isn't much more juice you can get out of them.

leshermes

MU & SNDK bringing me back to the Summer ‘24 when NVDA was rallying due to Blackwell

Icy-Tea-2954

I know we are all drooling for MU But can someone explain to me why AMD is pumping and NVDA is down?

3pinripper

Been holding 500 shares since 2022 at a $55 cost basis. It sucked seeing NVDA get all the attention for a while.

jeffynihao

I got some AMD and NVDA at double digits too...pre split. Old WSB was so early on semi conductors. Back then it was just about smart cars, cellphones, and crypto tho. This ai build out is just crazy

betarhoalphadelta

Eh. It's not an easier business to enter. CPU/GPU requires someone to fab it for you (unless you're Intel). NVDA and AMD don't fab their own stuff. That's what TSMC is for. For any of the big hyperscalers to get into memory is a multi-year and probably $100B+ endeavor. \*Can\* they do it? Maybe... They've got the money. But it's by no means easy.

MetalExpensive4530

Is This MU run NVDA 2.0 or SMCI 2.0.? Place your bets retards.

bear2bebull

Wtf is NVDA’s problem 😔

Historical-Half-5377

Bought $150k of MU last week at $696, sold it for a tiny $5k gain, then bought $150k of NVDA at $222 on Thursday AMA

diefy7321

Who knew that a company in Boise, Idaho would one day be the next NVDA. Huh. Lmfaoooo

YeezyThoughtMe

Since everyone left NVDA alone. Is it a good time to get in?

Opposite-Link

I own like 1000 shares. I think it’s a good buy, NVDA has a partnership with them.

Jerikolol

MU is buying out NVDA

Total_Schedule591

USA vs NVDA

cfaawlday

Is MU compete with NVDA?

Fhyzikz

Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it

hftrobo9285

What happened to the 600k NVDA puts guy?

0DTEKing

Everyone’s Darling NVDA is isolated in chip market 🤔

No-Improvement3164

I bought TLT today and out preformed NVDA 😂

IDoLikeMyShishkebabs

It's getting ridiculous how badly NVDA is performing compared to the sector, yes it's the largest of the bunch but their P/E is second to Micron only. They just continuously print money but no one wants it apparently 

Jigglyshot

I bought NVDA stock in 2018. My average is $8.29. I’m up 2,476% at the moment.

Orkapork

NVDA the canary in the coal mine rn lmao.

MagneticRetard

Trump taking Jensen to China was a mistake because they got nothing done and it made NVDA impotent

run_midnight

By 2030 RDDT, CRM, BA, PLTR, HOOD, and NVDA and the rest of the semiconductor industry will 10x ... Personally, I'm not huge on companies with PEs over 100 though

gentlesandwich

NVDA has been going down on massive volume. Once we get a decent correction back up, gonna be a lot of shorts buying to close positions.

Thin_Response_2689

# MU is taking all of NVDA lunch money like a school bully LMAO💀🤌

ApathysLastKiss_

Market had its little tantrum for NVDA. It's failed to close beneath the 21 twice in a row now. I think she's going higher. May try and break the moving avg one more time first though

Putrid_Leg_1474

I looks like NVDA beat earning enough to prove the AI/chip narrative is still strong. The money went into names that are able to 1.5-2x or more and NVDA is too big to move fast enough for the gamblers market. Watch it do NVDA things and sit here for a bit then go to retest the highs. give it a month.

Ok-Bed-9804

No I feel ya haha. Trust me, I am in a different world now. Made plenty off Mu, AMD, IMTC, SLV and now ALAB. But i appreciate hearing your wisdom on NVDA. Like I told the other dude, ive been buying Mu since 115. And am curious to see how far it can go!

amazingfishy

Bought NVDA today. Oversold and bound for a rebound

Venting-Machine1

Here I am holding on my fking NVDA calls while watching everything else surrounding it rip.

Mathguy200

NVDA needs to get its bitch ass to $225 by tomorrow.. AT FUCKING LEAST

TomatoSpecialist6879

I've been trading for a decade and some more now so you just kinda get used to missing a play or 10, granted I was in NVDA since 2022 and made shit tons of money so it's ironic I say that. Just stop looking at missed opportunities and focus on future opportunities, there were definitely retards who were so focused on missing out on 2023 that they completely ignored MU and bet against it. The only 2 things you need to remember is never listen to doomers, and never invest in an alternate speculative stock when there is already an established names you can pick from. Oh and look at stocks by its market cap, not by its stock price.

xeuropa

Imma need NVDA and MSFT to announce partnership in making memory in space!😭😭😭

These-Classroom6150

NVDA taking up half the chart while being red is just chef's kiss irony.

user4443337

On stockanalysis, Timothy Arcuri is #2 out of 12,266 analysts. 80.8% success rate, and 56.6% average return. 1203 total ratings. They recently moved their MU price target to 1625, implying around 80% upside. Their NVDA price target also went up to 280, implying a 30% upside. If this analyst is so successful, why shouldn’t I take this risk and buy these individual stocks? I’ve never bought individual stocks, but I do want some of this upside, and they are correct most of the time. Plus, other analysts have similar sentiment. I definitely wouldn’t put much into single stocks, but I am highly considering it now after finding this person’s stats.

TomatoSpecialist6879

Just ignore the doomers and follow the supply and demand. NVDA pumped off GPU shortages and monopoly, so you look for the next shortage. Lots of retards were still yelling "but it's cyclical!!!" like it's still 2017, then RAM finally hit shortage territory last year Oct and popped, follow by CPUs March of this year.

HaiKarate

I'm also watching GLW (Corning) and COHR (Coherent). They are both in the fiber optic business, and NVDA has invested in them because on-board fiber optic connections are the next step in boosting AI server speeds.

TipEmpty8429

Makes sense the rotation from NVDA to MU, as the next bottleneck is memory

xeuropa

NVDA MSFT wen moon😞😒

Coffeewin

Is there an NVDA bagholder support group. I'm getting big depresso after seeing pretty much every semi stock rip 5% a day while NVDA chews on Roseart crayons

MyDogsNameIsTim

The MU surge is totally fueled by a rotation out of NVDA. Its the only way this makes sense. All you meme stock regards have found a new shiny toy.

Ok-Bed-9804

That would be amazing. I missed all of NVDA. Was still a noob looking thru pennystocks. So I don't have it as an analog. But I feel like this run has to be somewhat comparable right? I think MU will go down as one of the greats. But you could very well be right. We're in a whole new realm now. I feel like there might be some type of correction. But I dont think its done. Ive been buying while everyone was screaming cyclical.

TomatoSpecialist6879

MU hit 1T for the first time so it might sustain through earnings, provided the guidance is great. NVDA was also in that cycle until it hit 1T, then it was pure institutional mania as everyone was buying it non-stop until it hit 3T.

Space_Miner6

Cause NVDA has to buy ram too

kmagic13

Stop myself last minute on purchases of NVDA and MU months before their run up. Maybe I should stop being a pussy

Im-a-waffle

Not a great comparison, NVDA spent 19B on buybacks and 18B on non marketable securities

Fabulous-Might-20

So we’re rotating out of NVDA calls and into $LUMBER and $ROCK leaps now, got it 😂 Unironically though, timber REITs and aggregates plays printing because some consultant rebranded “wood and stone” as a Neo Primitive Renaissance is the most late cycle thing I’ve ever heard.

TogetherStonksStrong

Partnering with AMD to make AI workstations and I believe NVDA as well (fact check that tho)

Throughlifeanddeath

Does anybody have an idea on why NVDA is the only one not pumping. Like genuinely

ArticleTerrible7621

Buying some NVDA, this better bounce up tmrw

NotGucci

Calls on COST, CRM, MRVL, DELL, ADSK, and OKTA Then also by SOXL, calls on MU, AMD, and NVDA..,

vizio1989

Anyone thinking MU gonna be straight pumping to 1500 from here are absolutely retarded. IV crush going to crush you. A lesson I learned with NVDA pre-split… don’t be gay 

betitallon13

Just pull NVDA and it's already massively under performing that was 70% of the gain. Without it the fund is only up 34% over 5 years.

vizio1989

What don’t I get? You think MU should be valued like NVDA??? If you do then MU should be $1 million dollars. Do you know what cyclical means? In 2 yrs you’re praying the AI train gonna be rolling still into more hardware. By then shit will switch to optimizing software retard 

hammertanker

NVDA used to be cylical too. Look at it now

vizio1989

Hey retards the same analyst calling for MU $1700 also says NVDA $500+ weeks ago. NVDA didn’t pump 20 fucking percent in a day. This trade is over and done. MU puts if you have ballz 

ArticleTerrible7621

I think some people were just waiting for NVDA earnings for confirmation on the supply chain. With peace deal on the weekend, it was just inevitable to go up even because who wouldn’t buy the hottest stocks on the market after a peace deal. Didn’t expect it to be 20% in a day tho

ObiWanIsMyDog

What? We’re definitely on the largest run in my lifetime. I’m cooking and quite loaded off recent moves. But you’re implying that this level of growth has “no signs of slowing” I’m all for it. It would just be …. Well insane to see profits grow by the same amount over the next 6 years as the last 6 years. The stock market doing another 100% growth in 5 years on top of already excessive growth would be.. insane. I’d be stoked surely. The run will continue short term. I don’t mean it’s slowing down tomorrow. When it does “slow” it won’t be slow. But the growth is reaching levels that are not sustainable. So.. “no signs of slowing” means NVDA market cap is pushing 15 trillion by 2031? I’m all for the market going up exponentially forever. That’s just a wild reality if true. And if true, it suggest a lot of realllllly dystopian futures for the state of the world for the average citizen.

BluejayFast9080

NVDA 220

option-trader

Let it ride until you see the first earnings pressure in its report. Otherwise, it should has pricing power similar to NVDA.

Legendary-Lemon

The thesis is, the moment you load up on puts. NVDA will instantly drop to $160