NVDA

Slow_Spring8098

How do we feel about NVDA upcoming earnings?

Half-Sole

NVDA ATH break

mneymaker

GOOG and NVDA are exhausting af to hold. The moment you sell, you get to watch the +3.5% pump. Fuckin tickers man

Half-Sole

Fuck everything, just buy NVDA, break that MF ATH

verified-trader

**BanBet Lost** — /u/pmoO0 (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $199.78 → $185.00 | -7.4% | 2w | Lost |

Prestigious_Rod6969

NVDA rarely hits 230

mneymaker

If NVDA doesnt run to 230s in the next 24hours I am closing my vertical call spread. That means you can buy single leg calls OTM tomorrow for free money.

Half-Sole

NVDA going ATH

FartPolluter

Meta already cancelled buybacks, MSFT reducing. Definition of a cope rally to Q3 or Q4 earnings. Maybe push out to Q1 2027. At which point only NVDA and Apple in mag 7 will buyback.

CosmosMasterMan

it's another NVDA shell game, NVDA is funding them and they're buying NVDA hardware. Plus they're Russian, so probable mob connections. xD

version-two

Shouldn’t they just name it “NVDA futures”? They basically have a monopoly on AI compute ecosystems.

Half-Sole

NVDA only needs 5.1% for new ATH. Let's round that up to 10.

FartPolluter

So the new JP Morgan and Deutsche Bank AI narrative™ is now hyperscalars datacenters will print with yuuuge margins, of course NVDA will have huge margins too, oh and also memory theyll bank too and um... who have i forgot... also spacex will obviously print because they are in space as well and going into telecoms which is hugely lucrative, but not AT&T that's not lucrative because they arent in space? That the official institutional narrative?

Gunk_Olgidar

I don't know of any AI bots that format this way or use grammar like this. But the the one sentence paragraphs make it harder to read, not easier. Grouping your concepts into paragraphs will make it easier to follow your thoughs. NVDA doesn't want to be in the data center business, which has awful ROI. Huang role is to hype up the cash train to fund the DCs so there's more customers buying his products. And last Friday he was trying to redefine his 3-4 year service life products as a "utility" in a lame attempt to get underwriters to reclassify the assets for longer service life. Ain't gonna happen, which is why you likely won't hear any more of that BS. And his latest ploy was for only 500B with 1T already "spent" in the AI DC bubble. Huang's bargaining/begging means the big Wall Street credit market is tapped out until the bills start getting paid, unless the asset class rules are re-written. And that's bloody unlikely. With bond rates rising, the cost of money is already pulling back on the reigns. So only retail bag holders are left to fund the hype -- which ain't much. It's certainly not going to get them to the 5T numbers they were throwing around. The monthly payment on a 1.5T is 2.2% per month for a data center, or $33B per month. That's just over $4 per person on the planet on average. And there aren't that many folks paying for AI services at all, much less enough to cover $33B/mo, which doesn't count the rest of the revenue needed to cover all the other costs of doing business, which will be at least another $2 pp/mo. Yes there are a lot of parallels to the setup of the Y2K bubble, which unlike this AI thing had a very clear and obvious horizon of 1/1/00. Cash was infinite in the late 1990s. Tech companies could not spend Wall Street's cash fast enough. It was drinking from a firehose. Then the water got shut off 3 months later in March 2020. But it took another 2 quarters of gathering bag holders before the market got rug pulled. Lived through that one first hand. Made a lot of money selling early in 2000 and then buying the dip in 2003. That obvious "end of Y2K" was obvious given the date and that everyone and their brother had spend their next 5 years of IT budgets already, so getting out of tech was the obvious play. The overnight market crash didn't happen in 2007-2009 with CDOs either, even though the "Margin call" trigger event was abrupt for Wall Street and those who sold Burry their shorts. The Big Short multi-mortgage-liar-loan thing was all very real where I live, so it was very easy (for me) to see it coming. Sold in Q4 2007 and bought back in March 2009 when BAC was too big to fail at $1.91/share. But that also took 20 months to bear out. When the useful idiots at OpenAI delayed their IPO, that was your first early sign of the AI top. And June was your first dip that followed. What happens going forward will depend on how well the first 1T of capex gets paid off. So keep an eye on whether it's via AI business revenue, or ponzi-borrowing. Wall Street can typically cover bad news for a couple quarters, but then even they run out of money.

WonderfulWorld3326

NVDA price check someone

Half-Sole

It's been a while since NVDA had a +10% on a day.

A55BAG

NVDA ath today?

Concept-Plastic

Can NVDA actually go up?

AspiringHippie123

3.3k invested in MSFT and NVDA is probably the exact opposite of low to medium risk. Pop 90% of your portfolio into VOO. As you keep investing money, keep that ratio. MSFT is a good long term investment, I would also suggest GOOG as it’s less propped up by AI. NVDA is risky, eventually competitors will eat up more and more of its market.

ka_eb

NVDA needs the AI bubble to succeed but they don't wanna use too much of their money.

A55BAG

retail has been selling NVDA to buy their suppliers and other semis. I think when NVDA rockets it will be such a hated rally 🤣

Solid_Direction_8929

No, just because NVDA ER coming up

KarlLachsfeld

NVDA earnings either gonna crash the market or PUMP IT. No inbetween.

mneymaker

NVDA disgustingly cheap, what irritates me is how weak it looks, it might even dumb to 212-218 zone just for the shake out and then run it to 250 post ER

A55BAG

I think all of those are good value now except DELL. NVDA especially looking good and just stupid cheap compared to other semis.

mneymaker

Closed my SNDK, MU, NBIS calls for NVDA, AVGO, DELL, NOK, RDDT AMA I prolly hate money and money hates me lmao

Concept-Plastic

NVDA to the fucking moon today pls

UnlikelyCommittee4

MU will come back. Will it come back in the next two months so you can get out of these? That i dont know. NVDA earnings are coming up and It feels like the whole sector is on ice while waiting for that. If no pop after that, it may be a slow recovery and your fucked.

WrongTechnician

Just reading about all their optical switching data center shit with NVDA. Putting CUDA into the 6G.

thenorthernwhiteboy

How do you type all of this and are wrong about NVDA and spy lmao

Odd_Albatross_5385

Idk bro. Googl Amzn Microsoft and NVDA already hold like 40% of Anthropic. Should they not sell, that will provide strong stability for a bottom line for the stock.  I doubt those big 4 companies are going to dump anthropic. That'd be stupid as fuck, for it would go against their own narrative. 

Ok_Cry7572

7 SIGNALS THE MARKET MAY BE TOPPING IMMINENTLY Here's the case against the market rising much further from here: 1) VIX90/VIX30 > 1.30 -- a notable topping signal. 2) $SVIX at the 0.618 Fib -- Wave 5 of 5, with a new 9-day sell signal Tuesday. 3) SVIX RSI > 70 -- firmly in overbought territory. 4) $VIX compressed razor-thin into #VIXperation Wednesday -- not a good recipe for SPY bulls. 5) $SPY testing upper resistance for the third time -- three drives to a high. 6) $NVDA hit its monthly target and is declining from there. See yesterday's Pizza Hut Roof article. 7) $SOXX components and beaten-down tech are reaching 50% retraces -- a level associated with the first leg of a bubble burst.

ReputationBubbly8112

This is correct and also circular funding in NVDA will bite them soon !

Regenbooggeit

I mean MU at 1200-1500 would not make it worth anywhere near NVDA so I wouldn’t say this is an outrageous bet. In hindsight it’s easy to call out a stupid trade, but I think MU still has room to grow.

Reply_Stunning

BREAKING: Iran has officially surrendered and pledged 2 trillion investment in NVDA

slytythesneakyguy

Is this week when NVDA hits $245? This is imperative. Whether or not I take my family to eat at the sizzler is what’s at steak here..

robinhoodscams

The market is going to fall off a cliff come September. NVDA earnings on the 26th should hold it up. This bitch will unwind when all of the brokers decide it’s time to. In the meantime pump til end of August seems likely. But wouldn’t surprised to see it dump before then

Dagger_000

Should be an interesting week. $SPY and $QQQ are still holding up pretty well. Keeping an eye on $NVDA too, and $SPCX has that Aug. 20 lockup coming up. Fed minutes Wednesday could shake things up a bit. Let's see what happens.

HauHauHauHauHauHau

Why would SPY tank that much off of NVDA? QQQ would.

robinhoodscams

Market looks like a roller coaster at six flags currently ticking up to the top burning whatever shorts they can. Plummet coming soon just up to whenever the brokers decide to let this bitch unwind. I’d say most likely after NVDA earnings. Until then probably chop and theta

robinhoodscams

SPY 765 after NVDA earnings

robinhoodscams

Shorting this bitch after NVDA earnings give her 12 days and we’re all in on puts

Queasy_Soil9646

We need NVDA shorts to cover this week

Clackamas_river

"Sounds like you are looking for and trading momentum?" Not really just using my eyes. I got NVDA cheap because I was looking for a GFX card with my son for his gaming computer and you could not get one, the miners were taking them and you had to buy them on the secondary market because people were camping out to buy them at Fry's. I thought - shit - that has to be a good stock so I loaded up. Ai was not even on my radar. Micron (MU) was the same deal, my son was bitching over Christmas about how expensive DDR5 had become and was angry at Micron - I started to look into it and the vision of what NVDA did, with the just rock solid balance sheet - I went all in. I was just following what Peter Lynch always said and what my son was telling me about the market.

Queasy_Soil9646

NVDA ER but SNDK will rip

jetpilot6969

NVDA earnings gonna be regarded no matter the price action. I bet 90B+

MrAccountant67

This and I think NVDA earnings just sends the entire hardware market

svezia

Get married, make kids Then Ask your kids what they spend their money on or what their friends spend money on SBUX NFLX NVDA SPOT And pay attention to changing trends Kids are your best investment

svezia

Ask your kids what they spend their money on or what their friends spend money on SBUX NFLX NVDA SPOT And pay attention to changing trends Kids are your best investment

SyrupKey6054

NVDA puts, SLV puts, META 👀, NFLX calls

superhappykid

There was a point in 2022 i was following this stock and was interested in buying it but I didn't have enough money to buy a "boomer bank stock" and also things like NVDA. So I gave up. It was around $100.....

Talldrinkofwater123

I’m a 68 yo female. No pension sadly. I worked for a couple of top companies in the 1980s and invested in their stocks. I asked my parents for a share of stock at 16. Hated NYC so never worked Wall Street. Self managed my investment accounts. I have a $600k townhouse, older Ford car and 4,100,000 in stocks. Too much % in equities and growth. Bought NVDA at $17. But I’m not happy. My daughter died 4-1/2 years ago. My remaining child isn’t doing well. I left my husband who turned into a grief bully. Money isn’t everything. I can’t read these days and lyrics hurt so I watch the numbers and the market daily. Best of luck to you all. It’s do easy to invest these days with apps. My son like Robinhood and Coinbase. We have the market in common…..he’ll inherit a lot …. But I want him to find someone who will love him. That is the most important thing in life…. That and helping others.

Three_of_a_kind3515

220 MRVL calls baby! Kinda bit of a yolo.. bought 5… one at a time Friday.. QQQ to the moon and AI stuff back in play since NVDA is now shareholders in SPCX.. makes no sense what I just said. But MRVL! Let’s go baby!

SanDisk_Made_Me_Rich

The data-center "mecca" of Texas just placed a moratorium on all data center grid connections. This means 20% of all proposed U.S. data centers are delayed - indefinitely. This is extremely bad for NVDA, and is not remotely priced into the stock. Note: Viewed nationally, almost 50% of all data centers have been delayed or are being actively blocked. Additional moratoriums are forthcoming.

Polysorbate800

Yeah but OpenAI can pay NVDA who can pay SNDK who can pay Anthropic who can pay MU who can pay AMD who can pay OpenAI who can pay NVDA

NoCommonDog

That's a regular occurrence for investors man. Just roll with it. * I lost big in 87 - mind you I hardly had anything * lost 50% in Mutual Funds in the "Asian Flu" crash * lost big in the telecom bubble - job, stock options, pension, portfolio * lost big in the dot.com bubble - what was left of my portfolio -70% * lost big in the 2008 financial meltdown - portfolio and kids education funds * lost big in the energy crash - ETFs and Income Trusts I got lucky with NVDA and MU in the last 3-4 years and I'm back over a million. Learn your lessons but don't dwell on the past. Smarter people that us have lost it all.

SanDisk_Made_Me_Rich

AI is collapsing. NVDA has more to lose than anybody, and has stepped in to provide a bailout. So, yeah...I guess they're acting like the Fed. This obviously is a huge red flag. The company selling picks and shovels to the "AI gold rush" now must provide financing to the miners so they can keep digging empty pits. However, there's no gold. OpenAI and Anthropic were already selling tokens at massive losses, and NOW the Chinese are dumping tokens at 99% discounts. The twin pillars of the AI boom are rotting.

dweeegs

I use a bunch of chicken bones to divine what the market will do and today they said NVDA was going to break to ATH’s this week

Own_Implement4380

NVDA 🙏🏻🙏🏻🙏🏻

Dear__Bruce

Black Monday Tesla down -20%, NVDA down 14%, QQQ down 6%

Clackamas_river

You Salmon fishing right now? I made it in business then trading. You kind of have to do both to get to this level. I suppose you could get really right a few times but even then. I had NVDA at $6 (presplit) made a shit ton, went sideways, made some on ANET and then busted a move on Micron back in March.

Different_Goat3444

NVDA needs to have a AMD week

GuwopGOAT

NVDA need to stop playing and just buy Micron outright

mneymaker

I was promised a pre ER NVDA run when does this shit start running to 230-240

Plastic_Ninja_9014

On the Mention side AAPL, NVDA, SPY, TSLA-📉

Acrobatic-Ostrich168

I wish that you all followed me in full porting NVDA when it was $190 a share

darkspherei

the data centers we're building are monuments to the ignorance of billionaires, stuffed with hardware that will be obsolete before it's powered on, $NVDA puts

WickedSensitiveCrew

All of my biggest winners, like PLTR, SNDK/MU, BE, NVDA, CRWD, and NET, have come from situations where people were making a bear case. The bear case ended up being wrong, and the stock went up 100%+. With CRWD, they had the issue with the update in July–August 2024, and people were saying that was the end of CRWD. I bought during that period, and looking back, some of those bear cases would probably be laughed at now. With PLTR, I bought in 2022. At the time, people were asking what they even did or saying they would never be profitable. Now you probably look back and laugh at the idea that PLTR would never be profitable. But that was genuinely the sentiment among some people at the time.

BriackYOLO

NVDA earnings next week will send the entire chip sector vertically up anyway

Tall-Biscotti-3847

Clown market this translates to NVDA puts and TSLA calls

fluffy_scoops

NVDA

slytythesneakyguy

NVDA and TSLA $116 billion partnership. I have calls in both. Which means puts will print. Enjoy 🌈 🐻

Fantastic_Smoke9501

OP I hope you see this. Put $20k on $NVDA calls. Buy 230,235,240c exp from sep till jan. Put 10k on nflx leaps. Buy $meta leaps. Then sleep and thank me later

Hypnot1se

If your risk tolerance is low to medium, please reconsider single stocks in the tech hardware industry. It is extremely punishing, cyclical and can experience devastating multi-year downturns. This is coming from someone who was buying NVDA since $15 and is totally in love with the tech, management and the company. Over a long term horizon, NVDA is *not* a safe position to be holding. Prioritize *not making big mistakes* over *making big wins*. It's a lot easier to learn about hardware cycles when you don't have a huge exposure to them... People putting big amounts of money into tech hardware when they're new investors is like a swimmer starting off by participating in advanced cave diving. Everybody feels like it's easy safe and free money during bull markets but the illusion can shatter fast. Just be careful. If I ask an investor the following questions and they can't answer them convincingly, they've no place having a significant position in hardware in my opinion: 1. Do you know that CUDA is a temporary engineering bottleneck, and not a true structural long term moat? 2. Are you aware of how brutal the cyclicality of hardware is? 3. Are you aware the hardware companies are totally out of control of this cyclicality and that their entire earnings growth depends on external forces (scalers etc.) that are heavily motivated to erode their margins? 4. Are you aware that the technology getting vastly superior doesn't necessarily mean it's going to be more profitable? 5. Are you aware that PE and forward PE are bad metrics to use to value a cyclical hardware manufacturer? Many people were and are still totally unaware of these factors. It doesn't mean that they didn't or won't continue to make big money, but you have to be aware that you're playing essentially blind compared to smart money institutions and are in a high risk asset. NFA DYOR ETC

MaximumBother7157

20M – Looking for Investment Advice Hey everyone! I’m 20 years old and currently live with my parents in Upstate NY. We don’t come from a lot financially, so I sometimes help parents with expenses if needed . For the most part, though, I’m able to save and invest what I make. Right now I have about $10,000 invested and another $2,000 in the bank. My portfolio is currently split roughly evenly between VOO, NVDA, and MSFT. I make around $3,000/month at my job while also taking college classes online. I can currently save/invest around $1,800/month. I have about two years of college left, I don’t pay because of financial aid and I have good grades so scholarship. I plan to live with my parents until I graduate. After that, I’ll move out and start paying more of my own expenses. Time horizon: I don’t need the investment money anytime soon. However, I’m planning on taking a solo trip or two next year, which could cost around $5,000 total. I really want to travel while I’m young, so I’m trying to balance investing with actually enjoying life. Risk tolerance: I’d say low to medium. I don’t want to take on a ton of unnecessary risk. I also have no major debt or car loans. I have an older car that I bought for about $3,000 two years ago and it’s still running fine. Given my situation, what would you guys prioritize? Should I keep building up my cash savings before investing more, or continue investing aggressively while I have relatively low expenses? And how would you structure the portfolio? Any advice is appreciated.

Flat-Focus7966

NVDA 235 this week....

Agreeable_Factor_458

Looking at all of the news headlines I am wonder how long we can continue without another correction and oil rocketing. If NVDA doesn’t blow earnings out of the water things could get interesting.

Infamous_Ad8730

Companies in the stock market have REAL assets and REAL profit margins (NVDA margins are 75% for one). Bitcoin is a concept you have to convince someone else of its value and buy it from you. Zero intrinsic asset backing.

Capital-Pineapple961

The only thing priced is NVDA is that company going bankrupt. Most undervalued stock in the market

KittyLover-7

NVDA earnings are so priced in here

Prestigious_Rod6969

Aug 26th NVDA earnings...

GoZukkYourself

NVDA ber can't even figure out how to find when they report 🤣

Acceptable-Leek1546

NVDA, AMZN, DAVE, META, JNJ, INTR, TRX are some of my holdings. Sold all my MSFT after the run up.

vaya00

NVDA earnings soon. Love to see him get burned like NBIS. PLTR just ignored him. Market start to realize what a load of BS he is

TheKaiserAlpha

TSLA and NVDA in the anticipated symbols list, so this is basically just extended hours for our portfolio’s autopsy.

strawberrryy222

NVDA

Ok_Cry7572

VIX still at 14 while the two biggest catalysts of the month sit right ahead: $NVDA earnings 8/26 Warsh Jackson Hole speech 8/28

IdioticPrototype

I was straight up flipping ATM NVDA LEAPS during the massive run up, both in my brokerage and IRA. Now I'm retired and running the wheel for extra income, not making nearly as much, maybe $40-45k year. Rhe rest of my money is chilling in ETFs. 

CobblerInternal2703

what happened with NVDA last night?

CheySky

https://preview.redd.it/s7agdivwnnjh1.jpeg?width=500&format=pjpg&auto=webp&s=7332ae3fc5ae5c41d98d4441ebd9be3e1eab6068 NVDA 9/11 200p Free money

manoj_mm

So NVDA making all (& only) money NVDA calls then

BriackYOLO

Every earnings I hope NVDA goes up, every single time it disappoints me, and every single time I buy calls again anyway. How you call that?

Tilting_Gambit

> Infinite growth is a problem when the biggest companies in the world keep trying to compound to get infinitely bigger than markets (or the earth itself) can sustain. The current mega-caps (NVDA, GOOG, MSFT, META, AVGO, ORCL, etc.) are already already resorting to CapEx circular financing schemes to keep the line-go-up music playing as long as they can until something inevitably breaks. I'm not sure how many times I need to explain why infinite growth isn't an issue: - Capitalism does not need "infinite growth" to function - We are in no way close to maximising Earth's resources into the perfect/most efficient structure, so the theoretical ceiling remains just a theoretical end point. We can continue to grow indefinitely in timeframes that make sense to humans. - Why are you presuming that NVDA or GOOG's market cap can't continue to grow? The East India company was striving for infinite growth in 1852. What, specifically, means that GOOG can't be worth a fair value of 20 trillion in 2100? > From the perspective of a potential investor, what's the point of even owning shares of a company if that company forever refuses to pay a reasonable dividend no matter how big they get and how much profit they make? Because they can grow their market cap by reinvesting in R&D, potentially giving you better returns than you would receive through dividends. If you want dividends, don't invest in these companies. > What the fuck do a company's profits actually even matter to an investor if the company refuses to ever pay a fair portion of those profits to the investor? If you buy a small business that makes widgets, you, as the owner, might defer a large salary to use the funds to expand the business. You might do this because you're convinced the business will be worth more in a few years if you keep investing money into it, instead of pulling money out through salary or profit taking. This is totally standard stuff. I have no idea why you're puzzled about this. > where the negatives of hyper-capitalism really started to outweigh the positives as far as how corporations' applications of their technologies have affected society. Rather than using their new technologies to create better products, they've created arguably shittier products in many aspects (because they make more money and make line-go-up more). Things have been inching closer towards dystopia IMO. You keep saying things like this. I want you to provide specifics. Because at this point you're (annoyingly) repeatedly stating "X thing is worse!" "Hyper capitalism stinks!" And I go through and explain why things are better, capitalism is good, and you just hit reply and do another rant about why it's bad. And you go into some random thing about dividends which is completely tangential to what we're talking about. Specifically, what is worse? Why is capitalism worse than whatever alternative it would be replaced with? Because I see absolutely zero evidence, and a significant amount of evidence to the contrary, that products and services are worse not than e.g. 40 years ago. > With the technology advancements we've had over the years, were it not for our greedy USA hyper-capitalism incentivization structure, USA probably could have already mostly fixed the big issues that citizens and politicians have been complaining about for years and years Citation needed. How have corporations prevented issues being solved? > affordable housing for all, affordable healthcare for all, and a better social safety net for all, and clean energy. Healthcare is better than ever, clean energy is obviously increasingly better, social safety is a purely political issue. Housing is an issue, but in no way have you demonstrated it would be better outside of a majority capitalist society, nor have you successfully argued that corporations are the reason it's expensive. I think you have valid concerns about society, and are incorrectly assuming that they would be fixed outside of capitalism. I think you have identified pretty big problems, but have incorrectly directed the blame at corporations. At this point I'm happy that we have differences of opinions, and we're probably not going to see eye to eye on any of this stuff. So thanks for the convo, have a good one.

Maleficent_Carob_573

7:15am options on NVDA right as the degenerates are waking up, what could go wrong

Salt_Contract342

Calls? NVDA probably, yeah

micheelay

AVGO and NVDA buys this week?

micheelay

So buying AVGO and NVDA this week?

itsmemann15

>Bullish for Nvidia and OpenAI NVDA sure, bullish for OpenAI lol what the fuck are you talking about

SpiderWil

The bull case for NVDA is that AI demand is still growing but the mag7 can't produce enough so NVDA revenue still comes from selling chips in a "growing market." So their revenue isn't going away even if the mag7 are using their own chips 100%.

busterdog49

Google has the deepest intellectual bench, a top AI that will eventually beat or be a close second to Anthropic, a top cloud and renter of compute, a semiconductor portfolio that will come close to besting NVDA, a huge app/software ecosystem (Android, Chrome etc), YouTube which is the top streaming site and too many businesses to think of.