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Gap at 106.48-106.94 prob fills and will be buying OP, stochastics are setting up for Bullish Divergence buy!
Not really what I was asking about, but okay.
China is a much smaller part of their market at the moment, but I'm reading where revenues could surprise in that area as well.
Not sure your motive for posting you definitely haven’t done your homework. Believe what you want you shouldn’t own shares
All this fluctuation in the market is due to the election. It’s gonna be like this from now until November.
I disagree. From what I’m reading they are taking as many H100s that they can get their hands on. NVDA even forecasted the upcoming 10Q would be more than last quarter. Certainly AMD will capture some of the Data Center, Hyper Scaler business. Lisa Su predicted $4 billion for the year. What AMD doesn’t have is CUDA. CUDA is being utilized by developers worldwide. CUDA is to NVDA what IOS is to APPL
Most economists haven’t yet figured out how large the AI market is/will be. Economists estimate that NVDA is getting between 80-85% of the AI spend currently. Obviously there are current competitors to NVDA’ s GPUs. Is there yet a true competitor to NVDA’s complete AI offering? IMO, not currently
One major issue which in relation to your comment is supply. Don't forget Google had to go to AMD due to inability of getting more of the H series chips.
I don't think the upcoming Q will be anything to brag about. I believe the revs will be flat along with little to no gain in EPS. Justifying my statement is issues with delivery and loss of revs from the Chinese market. Even if their new software is allowed to be shipped to China, it is at a significant discount. There will be a strong increase in revs and EPS when they start shipping the new Blackwell chips. But again there will be shortages and a number of customers will transition to AMD or another source to fill in the blanks. Currently and even for Blackwell the chips will be produced on the 4nm line at TSM and not the 2nm line since that is primarily devoted to Apple. I would be more interested in hearing from Jensen as to how they will be able to meet demand along with continued reduction in power requirements, and more on their software, hardware systems, and data centers. I doubt there will be another stock by back until he and other insiders are done selling their alloted stock. Could be annother 6 months to 2 years. They have a huge amount of shares now outstanding.
It's difficult at this time to put a value on returns from AI. AI is, at this time more of research and/or aid in problem solving tool. As time goes on, it will produce more and more income from product innovations to developing new types of software. It already has current measurable income from certain industries. It does save time in going through scenarios and utilization in speech recognition software.
lol who paid $140 for this ?? ouch
SMCI ouch
5650 for SP 500 out
$1000 for SMCI out
$300 for TSLA ouch
$270 for TSLA ouch
next is bitcoin, that will dump hard soon as well
HUGE TAX BILLS COMING TO ALL even more selling to come
IBM WONT SAVE TECH
META ouch
AAPL about to get destroyed as well
MSFT CRWD losses mounting
AFTER HOURS BLOOD BATH HAS STARTED!!!!!!!!!!!!!!!!!!!! MUHAHAH!!!!!!!!!!!!!!!!1
25 BUCKS COMING FOR A.I. STOCKS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! OUCH!!!! BLAAHAH!
I TOLD YOU SO!!!!!!!!!!!!!!!!! ALL MARKETS CRASHING!!!!!!!!!!!!!!!!!!! IT'S SO OVER!!!!!!!!!!!!!!!!!!! MUAHAHA!!!!!!!!!!!!!!!!!!!!1
I am in at 95.00 just gonna be patient
So does anyone know if companies that have back ordered gpus have to put down a percentage up front, how it works from a $$$ standpoint?
Alphabet also confirmed their spending on AI infrastructure. I saw a video today where Nvidia and SandboxAQ are collaborating on quantitative AI the next thing. Hands in everything
Return On Investment will be absolutely critical for the continued surge of AI spend and development. I have to laugh at some of the articles, short paragraphs, etc., that doubt the value of our customers spending so much and not yet realizing a meaningful ROI. In Alphabet’s recent filing they mentioned the promise and results they’re already seeing in their Artificial Intelligence search results. Artificial intelligence is just out of the birth canal. The huge demand and spend is just now coming up to a full year’s time. Should we doubt the wisdom of the decision makers who are committing to billions of dollars in spend on a “could be”? Naysayers are doomed.
The benefits to the Medical industry will be monumental; cures implemented through reduced costs and time, reduced redundancy and more pin pointed action. An adroit autonomous driving product is now highly probable. Robotics will flourish. Once again, naysayers will look foolish
Yes Goldman’s analyst’s have referenced that in talks with Nvidia’s CFO Colette. I agree explaining ROI should go along way with investors
Investing in AI isn't cheap, and a reason for some of the decline today as there are questions about the potential revenues for ai. Jensen plans to address this issue, I believe in the upcoming quarterly, which will be huge if that's the case. If he can show that companies are close to building significant revenue streams, making investments into ai a continued growing demand, then that will easily help drive it home the importance of what they're doing.
Thanks for tempering my outlook; keeping me in check, which is a good thing. I’m also betting, (and it is that - betting), that the autonomous vehicles market is going to heat up in a hurry and soon? Which is slated to be a big market driver for NVDA?
Not to mention Google which is buying up the whole platforms offered by NVDA - and Blackwell chips, etc… August 28th Baby!!!
Its possible. Keep in mind that this trend to AI will eventually be the center of all markets, ALL.
I think we have already reached the singularity in too many ways. Folks are just finding out. So much to come as things are revealed. Hidden in plain sight.
Gl
Amazon is buying up NVDA products in a new surge of sales for NVDA. Can’t price that in yet. Sellers may regret selling NVDA and have Sellers remorse?
And then there was Blackwell… new product, incredible sales, and incredible revenues. Late August will be very interesting, IMHO.
This will go to around 💯!! It will test all the bulls loyalty!!
Wow NVDA, what else is already priced in?
Nothing, because valuations are non existent anymore.
Hopes clouding already smoked and mirrored delusions.
I feel like recycling ALL of my previous posts for the scoffing censors.
Gl
Semiconductors ($DJUSSC) and Nvidia Corp (NVDA)
By: Tom Bowley | July 23, 2024
• Semiconductors:
Semiconductors will be the primary key for technology. This chart doesn't look a whole lot better than the XLK chart itself. I circled 4 very bearish days in the past month that suggest significant distribution. Prior to mid-June, I don't know if we had 4 similar days earlier in all of 2024. RSI support is teetering with one test already at 40. We have a double bottom on the AD line and a rapidly-deteriorating PPO, though, for now, it remains above centerline support. We don't have a major breakdown just yet, but key warning signs are there. And the semis represent a huge chunk of the XLK. I'm not showing it here, but the DJUSSC has a negative divergence on its weekly chart, so short-term breakdowns could become much more severe.
Working our way down the totem pole, next up is NVIDIA Corp (NVDA), which has problems of its own. Because it's the poster child of semiconductors, a breakdown in this critical stock would be very detrimental to both the semiconductor group and technology, as a whole. Check out NVDA and zero in on its key areas of support:
Listen, here's your leader in semis. Everyone will be watching to make sure NVDA holds support. Make no mistake, I am BULLISH NVDA, the semis, and technology over the long-term, but could Q3 be a problem? Yes, it very well could.
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DiscoverGold
I think your right
NVDA money was made pre split. Only the “what about me’s” are left.
NVD (2x inverse ETF)!!
NVIDIA AI Foundry Builds Custom Llama 3.1 (META) Generative AI Models for the World''s Enterprises SANTA CLARA, Calif., July 23, 2024 (GLOBE NEWSWIRE) -- NVIDIA today announced a new NVIDIA AI Foundry service and NVIDIA NIM inference microservices to supercharge generative AI for the world''s enterprises with the Llama 3.1 collection of openly available models, also introduced today.
Great post. Thank you
Bull of the Day: NVIDIA (NVDA)
By: Zacks Investment Research | July 23, 2024
I last looked at NVIDIA (NVDA) as the Bull of the Day after another stunning beat-and-raise quarter, reported on May 22, launched the stock from $95 ($950 pre-split) to my price target of $140 ($1,400 pre-split).
We knew the new Grace-Blackwell "super-GPU" was coming, but apparently investors and analysts needed to hear it from Jensen himself that the demand and deliveries were going to be off the charts by Q4.
Tectonic Shift to AI Economy
The other huge dynamic we learned on the conference call with Jensen on May 22 essentially put to rest the idea that "cannibalization" was about to occur as datacenter and LLM-builders would stop buying older systems like the GH200 because they wanted to wait for the GB200.
Here's what I wrote to my investor group on May 23 as we sat back and enjoyed the rocket launch...
TAZR Traders
You know the good news on NVDA: Wall Street continues to capitulate to the "tectonic shift" that has occurred with AI/ML/DL as more price targets play catch-up to our $1200...
Even as I raise mine to $1400 for the next 18 months.
And even as everyone and their Grandpa wring their hands about the NVDA market cap being worth more than half the world.
If you follow me on Twitter @KevinBCook you got to see the stunning "chapter and verse" from Jensen on the conference call yesterday... with all the analysts trying to find a fly in the ointment.
I used Otter.AI to transcribe the whole thing and will share more over the coming days... what a sermon Master Huang delivered!
It made me coin a new phrase about how he abolished the fear of "cannibalization" during this Global 2,000 -- plus nation-states -- deployment transition from GH200 to GB200 systems...
"Multiplicative Integration."
Jensen didn't say this, but this is what I felt he was talking about. I actually posted his final 5-paragraph "mic drop" because it captured the essence of the technological transformation we are in for science, industry, medicine, education, and society.
Jensen & Co. systems have "the transition" covered with TCO (total cost of operations) fully seamless -- and bootstrapped -- on the upgrades to the Blackwell platform.
Corporations won't have to worry about how the current GH200 systems integrate with the new Blackwell systems because Jensen and his top-tier CUDA engineers have already built that seamless transition into everything.
(end of TAZR commentary excerpt from May 23)
Huang's Law > Moore's Law
Then in the first week of June came the annual Computex conference in Taiwan. And Jensen made it clear that the Acceleration of GPU computing was driving down nearly all Costs, including Energy usage, and providing powerful platforms for Science, Smart cities, and Simulation.
The oddly capitalized words in my previous sentence make up a new handy acronym I devised for technology investors to memorize when trying to understand the revolution that NVIDIA has birthed: ACESx3 is for Acceleration-Cost-Energy-Science-Smart-Simulation.
This is how I remember the power of NVIDIA, and the exponential reasons for staying invested in NVDA shares. And all of these letters stand for one of the most powerful ACESx3 innovations for human kind: advances in medicine and cures for our worst diseases.
After Computex, and the NVDA 10-for-1 stock split which took effect on June 10, I raised my price target to $200. I had already told investors (and savvy traders) in May that the gap up from $95 ($950 pre-split) was likely never going to be filled (barring WWIII).
Here was my commentary for Zacks TAZR members...
NVDA to $200
Posted on 6/10/24
TAZR Traders
This morning we taped the Zacks Ultimate Strategy Session (ZUSS).
My Top Stock Pick was, of course, NVIDIA.
And I tried to cram a lot (too much) into my 10-minute segment, but of course got lost along the way.
I neglected to reiterate the emerging potential of Jensen's roadmap to $1 trillion in annual revenues by 2030 (a slide I showed you from last November).
And then I forgot to speak this key statement from my weekend notes that sums up my "No Cannibalization, Just Multiplicative Bootstrapping Integration" (that I introduced last week during Computex)...
"ALL OLD and NEW DGX-GPU systems BENEFIT FROM CUDA SOFTWARE UPGRADES, SUCH THAT ALL PREVIOUS GENERATION CHIP-SETS ACTUALLY GET FASTER!"
This is way beyond the "backward compatibility" thesis, so it gets lost on most analysts.
This is built-in "acceleration multiplicity."
To say that the NVIDIA stack of enlightened software that extracts the most from the accelerated hardware is "an exponential event-horizon for enterprise and science" is the understatement of the decade.
We may not like what Meta, Google, and Amazon do with this massive data-power over society, but the genie is long out of the bottle.
Now, we're aboard the ETI (Exponential Technology Innovation) Rocket that I previewed in 2017 in my Technology Super Cycle thesis.
And as NVIDIA CUDA-DGX-GPU acceleration has surprised almost everyone to rival Apple and Microsoft valuations, it's also deliciously ironic that the "Agree to Disagree" topic for this month's ZUSS was...
"Ben Rains and Kevin Cook will Agree To Disagree on whether the U.S. National Debt matters to the U.S. economy and the market."
When I last addressed this debate with some degree of interest, it was 3 years ago here...
Why the National Debt is Irrelevant
In any case, let's buy all the NVDA shares we can below $120 because my new price target for 2026 is...
$200!
No one had a $2,000 price target pre-split so just ignore the Wall Street noise and stick with Cooker on the ETI that has yet to be seen!
Cooker
What About Gloomy Goldman on the AI Bubble?
You've probably heard the hub-bub by now that Goldman research says the "ROI on AI" is non-existent. And that means of course that AI is a massive bubble ready to pop.
That's some cute "could happen" analysis. But it ignores what the Fortune 1000, the Global 2000, and the 20 largest nation-states are really up to: investing deeply for the future they see 5 years from now where if you don't have your own deep learning, automation and LLM expertise, you will be mere gold dust against your competitors.
And as I've been predicting since February, the sales estimates for NVIDIA were going to cross $150 billion and head to $200 billion very soon.
Well it finally happened this month with an unnamed analyst posting a high-Street peg of $180 billion for next year.
I think it might be Tim Arcuri from UBS because on July 8 he talked about his bull case seeing $204 billion for next year. Here's what I posted on Twitter/X that day...
UBS analyst Tim Arcuri leads the bulls with the call today for $204 billion next year, despite Goldman handwringing about “no ROI from all those GPUs yet.” Still building the field of dreams AI factories for science and innovation!
Bottom line: As I've been saying for 2 years, the analysts are still way behind the curve of what is emerging for NVDA sales over the next 3-5 years. Join me in buying every dip below $120 and if $100 scares you, buy more.
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DiscoverGold
I want to tell you how much I appreciate your information from X and other sources. I don’t deal with calls or puts and don’t get on X so it is good to know what is going on there
$NVDA & $META Flow is Starting to Heat Up
By: Cheddar Flow | July 22, 2024
• $NVDA & $META Flow is Starting to Heat Up
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DiscoverGold
Time to Buy the Dip on Nvidia Stock
By: Schaeffer's Investment Research | July 22, 2024
• NVDA saw more than 100 million options exchange hands over the last two weeks
• NVDA has pulled back to a historically bullish trendline
Even after losing roughly 6% over the last five trading days, Nvidia Corp (NASDAQ:NVDA) stock once again sat atop Senior Quantitative Analyst Rocky White's list of tickers that attracted the most options volume during the last two weeks. Over that period, NVDA saw 65,335,952 calls and 37,975,555 puts traded. Most popular during this time period was the weekly 7/12 130-strike call.
Call traders could see their bets pay off soon, as NVDA is within one standard deviation of a historically bullish trendline. Specifically, the security's pullback placed it near its 50-day moving average. According to a separate set of data from White, Nvidia stock flashed seven similar signals over the past three years. The stock was higher a month later 71% of the time, and averaged a 10.5% gain.
Last seen 3% higher to trade at $121.52, a move of similar magnitude would put the shares within striking distance of their June 20 all-time high of $140.76. Already up 144.8% in 2024 thanks to artificial intelligence (AI) tailwinds, NVDA also boasts an impressive 173.7% year-over-year gain.
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DiscoverGold
Nvidia share price Double Top Breakout today, on 22-July-2024. GLTA
$NVDA Most semi/chips seem to be giving out a bottoming out theme but will say a little more downside might be presentable as there is some weakness surrounding these companies expendature and not being able to sustain certain CAPEX valuations in the short term.
By: fattigainz | July 21, 2024
• $NVDA $SPY
Most semi/chips seem to be giving out a bottoming out theme but will say a little more downside might be presentable as there is some weakness surrounding these companies expendature and not being able to sustain certain CAPEX valuations in the short term.
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DiscoverGold
It looks like two analysts increased their PT on Nvidia stock this morning. Piper Sandler reiterates its overweight rating, and increased its PT on NVDA to $140 from $120. Meanwhile, Loop Capital has increased its PT to $175 from $120, and keeps its buy rating.
Onward and Upward
From IH Market News today:
Nvidia (NASDAQ:NVDA) – Nvidia is adapting its new AI chips, launched in March, to meet US export rules, targeting the Chinese market. The “B20” chip, a modified version of the “Blackwell”, will be distributed with the help of Inspur, its partner in China. Sales of H20 chips, also from Nvidia, are growing rapidly despite US export restrictions and the competitive market with Huawei. Shares rose 1.4% in premarket trading.
Agreed! I really hope the quarterly revenues exceed projections; that the Blackwell chip and the platforms are selling like pancakes, and their inventory is all sold - before even being manufactured!
There are articles about new chip for China and gaming. These guys cover all their bases, I’m sure they are working with the government on compliance.
“The new Blackwell B20 AI accelerator will need to be tuned significantly to meet US authorities' TPP (Total Processing Performance) requirements. The B20 won't be the only export-compliant Blackwell GPU coming to market as recent rumors are suggesting that NVIDIA is also working on a new flagship gaming graphics card, the RTX 5090D, which will be designed for Chinese markets as a successor to the RTX 4090D, the first consumer-aimed & export-compliant graphics card.”
Nvidia $NVDA coming in for its first test of the 50D moving average since early May
By: Barchart | July 21, 2024
• Nvidia $NVDA coming in for its first test of the 50D moving average since early May.
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DiscoverGold
Yes their earning power is unmatched. Best of breed and so far ahead of the competition. They reinvent themselves annually and wrote the playbook on Artificial Intelligence. When the facts come out about NVDA’s customers realizing X times ROI on their AI investments, the inertia will further build (IMO).
Nvidia's $NVDA rally starts to make a whole lot of sense once you realize they are literally oozing cash.
By: TrendSpider | July 20, 2024
• $NVDA Nvidia's rally starts to make a whole lot of sense once you realize they are literally oozing cash.
Read Full Story »»»
DiscoverGold
Great Charts and analysis by Erin Swenlin.
Thank you DiscoverGold, for posting important and timely information.
Cheers & More Power to your tireless efforts.
Have a great weekend
Top Bearish flow so far: $NVDA
By: Cheddar Flow | July 19, 2024
• Top Bullish and Bearish flow so far: $COIN $NVDA
Read Full Story »»»
DiscoverGold
NVDA NEW LOW TARGET 25 BUCKS THEN TRIP ZERO!!!!!!!!!!!!!!!! MUAHAHAH!!!!!!!!!!!!!!!!
IT'S OVER!!!!! DON'T BELIEVE THE LIES!!!!!!! TURD STANK IS HERE!!! MUAHAHAHAHAH!!!!!!!!!!!!!!!
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http://www.nvidia.com
http://finance.yahoo.com/q/ks?s=NVDA
NVIDIA Corporation provides visual computing technologies designed to generate interactive graphics on consumer and professional computing devices
in the United States and internationally. It operates in four segments: Graphic Processing Unit (GPU), Media and Communications Processor (MCP),
Professional Solutions Business (PSB), and Consumer Products Business (CPB).
The GPU segment comprises products that support desktop and notebook personal computers, and plus memory products.
The MCP segment consists of NVIDIA nForce core logic and motherboard GPU products.
The PSB segment offers professional workstation products and other professional graphics products, including high-performance computing products.
The CPB segment provides mobile brands and products that support handheld personal media players, personal digital assistants, cellular phones,
and other handheld devices. This segment also licenses video game consoles and other digital consumer electronics devices.
The company markets its products to original equipment manufacturers, original design manufacturers, add-in-card manufacturers, system builders,
and consumer electronics companies. NVIDIA was founded in 1993 and is headquartered in Santa Clara, California.
<img data-cke-saved-src="http://stockcharts.com/c-sc/sc?s=nvda&p=D&yr=0&mn=4&dy=0&i=p31506003373&a=81927329&r=373"; src="http://stockcharts.com/c-sc/sc?s=nvda&p=D&yr=0&mn=4&dy=0&i=p31506003373&a=81927329&r=373"; >"="" alt="">
PER IHUB MGMT 02-07-2021 DISCLAIMER; JUST TO MAKE SOME THINGS CLEAR I AM NOT AH FINANCIAL ADVISIOR & NOT AH BROKER. I AM JUST AH REGULAR GENT DAT LIKES TO CHAT CHATTER ON MANY COMPANIES. SOME I OWN AH LOT I DON'T. SO NOT RESPONSIBLE ANYTHING I DISCRIBE. DA MICK. |
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