NVIDIA Corporation (NVDA) Quote

Figure 1 started renting their newly made Robot at $ 30/hr. Within a month, Robot manufacturing cost will be recovered by the above rent.

Hardly bragging about success. It was a response to his posting of 13% gains, (buts its ok when an NVDA bull posts such gains) which is hardly a success in the bull market we have had.

Set it and forget in the S&P made 19% so far this year. So my point was that 13% is nothing to brag about in this market.

Posting my gains (and my investing style is conservative as well) in the response is to show that excellent gains can be had with my perspective and point of view, which you clearly disagree with.

Yes, a lot of families are struggling. What folks don't realize is that raising rates to slow the economy, due to inflation, comes at a cost. It is well known, that raising the rates costs jobs as it slows the economy. So lowering the rates is not the answer. The lowering of rates should only happen when inflation is under control, and it is not.

The current inflation was induced by the current administration and their policies.

The whole build back better mantra - think about it. In order to "build back better", they have to tear down what is already in place. That is what we are witnessing or about to see. The best is yet to come.

Sorry to disappoint you not being a positive poster anymore. I call it as I see it, and profit from it as well. I can tell you I am positively making $$.

You state "The things I have outlined have been around a long time"

I don't recall, Russia threatening Nuclear war, in the last 60 years. This is due to the Ukraine policies and allowing Ukraine to strike inside of Russia. That is offensive in nature, and is essentially a proxy war.

Yes, the Middle East has always had conflict, but not like this. Several countries aligned against Israel in this conflict, which is escalating out of control, while Iran is close to having a nuke. I don't recall that scenario being around for a long time.

You miss the point about it being an election year. I did not say it's the most important of our time etc. History has shown the markets almost always do well in an election year. So those predicting a market meltdown for 2024, were off base. It's coming, but it likely won't happen before the election.

I agree with much of what you say about the fundamentals of NVDA, Jensen being a great leader, big companies lining up to buy the product. All of that is true, which is why the company has had an amazing run for the past two years.

However, there are other factors, which I previously mentioned, which may derail the climb here. I am not all doom and gloom, I simply assess all of the factors, while many only consider the factors they want to hear.

The reality here is that the momentum has been lost and volatility has set in. A wise investor/trader adapts to the new environment, which is why I make $$.

NVDA has been down over the past three months. Perhaps it has a breakout quarter after earnings in the near future. But that may depend on market conditions and geo-political events.

You state that you aren't concerned about ROI. That is good to hear, because if this slips much further (leading the markets down) your 13% gain will quickly dissipate and you will be calculating losses.

Good luck to you.

Now that is a useful chart!

*NVDL in extended is almost ready for a ride.
Paid good today so far a couple of times. 2x

I will be back in at 95.00

Its a traders market. Anyone else is deluding themselves.
All three of them.
GL

NVDA.... back in at 113.98
Maybe this trade alone will do it.
Let's see, said the blind man.
.

That is a more realistic assessment. But I don't see this stock hitting above 140-145. One of the major problems with today's stock market is as follows:

Years ago we had a number of neutral days with little movement. Today it is totally unacceptable. So traders will take any excuse to drive the market down and point to something else to bring it back up. There can't be a neutral market because it generates no capital. The market is totally manipulated. The tech sector has always and will always be the most volatile. That being said, don't get greedy because it ain't gonna last. Unfortunately Nvidia is at this time the poster child because it has the most impact on the tech market. That may change in 6 or so months and traders will move on to another grouping.

Well said. That minor blip didn't last long!

Kudos Jetmek. Conservative investing becomes more relevant as we grow older. Young guys can be very aggressive in their investing style…..they have years to make up for poor decisions. I just hope to live 20 more years😳. I find it difficult to appreciate posters that brag about their success such as some here do. Everyone’s needs are different.

The rate cut is being discussed in great detail on CNBC with Powell at the podium. He’s damned if he does and damned if he doesn’t. A lot of statisticians think that cuts should have started months ago. Some here think this is motivated by an upcoming election. It’s hard to believe that when so many families are facing severe hardship as they have run out of cash and are utilizing credit cards to sustain themselves. Current credit rates on cards run between 23-29% on unpaid balances. Defaults will unfortunately be rampant. Banks will suffer and even with rate cuts, getting credit will be restrained.

Companies that are trying to sustain and grow require financing (including NVDA). Based on poor government decisions inflation has caused prices to rise by over 20% on average. At the same time new loan costs have risen over 100%. As such, I believe we will see another cumulative 100 basis point reduction before the end of this year. This, in and of itself, will help the markets grow (IMO). There are those that will say it is artificially propping up the economy. I say our economy is doing ok, despite bad policies from the Biden administrations best efforts in “build back better”.

You brag about how you are up 13% this year. Not doing so well? Even the S&P has a return of 19%, so far.


I was hardly bragging. Obviously I am in an extremely conservative investment model. I was a mechanic all my life and it took me a long time to save up what I did. I made a conscious decision to be very risk averse and avoid the large losses (and yes, I'm sure much larger gains) that a riskier model might give.

I could not care less what you (or anyone else for that matter) has made for a ROI. But I congratulate you.

Actually, NASA recently reported that a previously unknown and very large asteroid closely skimmed by the Earth just a few days ago. So they are out there and no, I do not make light of them. The next epidemic from a bird or a monkey? It's not a question of IF it will happen. It's just a question of WHEN it will happen. But unlike you and others here, I do not dwell upon it. I merely admit the possibility of it and will try to take it in stride, when it happens.

Yes, the examples you give are real. But you know as well as I do - the things you outline have been around a LONG time. How long has the Middle East been at each other's throats? 50-100 years or more. Most of the other things you give as examples are possible. It's an election year! BFD. Every presidential election in recent memory has been touted as "one of the most important in our lifetimes". The markets have ALWAYS been "manipulated".

I have to say I liked the board better when you were (apparently) a more positive poster. It's unfortunate that you have (apparently) joined the doom and gloom crowd.

As long as the Fed lowered the rate before the asteroid hit nobody would care

NVDA...and that's where I sold at.
I'm a couple of trades from being even on this sucker. Six or seven profitable (all) channel trades have brought me within striking distance.
I got in just before ER and sustained the plunge.
Trading my way out of it.

NVDA Struggling to get thru 116.73....

Updated prediction for NVDA / markets shown in picture below (it won't be long now):

The interest rate cut(s) will do nothing but a minor blip.
The astronomical events, fake pandemics, terrorism and inverted bond yields can pale in comparison to fraud being perpetrated by politicians and publicly held companies.
Accounts receivable and 'unrealized losses' will need to be delt with to ever turn me to a long.
Careful out there folks!

MARKETS DON'T CARE ABOUT RATE CUTS!!!!!!! IT'S OVER FOR SURE NOW!!!!!!!!!! DUMP CITY!!!!!!!!!!!!!!!!!!!!! DOWN WE GO!!!!!!!!!!! MUAHAHAHAHAHAHAHAH!!!!!!!!!!!!!!!!!!

Yes, a lot of folks predicted a meltdown and things kept humming along. And why is that? It's an election year! Manipulation to keep things propped up.

You make light of the situatuon with asteroids hitting the earth etc. The factors I pointed out are actually very real and in progress, so your analogy falls flat, like the markets will next year.

You brag about how you are up 13% this year. Not doing so well? Even the S&P has a return of 19%, so far.

Despite my doom and gloom predictions, and consevative outlook, I am up 6.5x that, and the year isn't over.

Sure.

And don't forget Dave...

The Earth could get hit by an asteroid, Global warming might cause a shift in the ocean currents and tip the Earth onto a different axis, a new bird flu could infect all the continents and cause death, widespread panic and economic ruin.....all SORTS of bad things could happen.

Of course....then again....NONE of what you or I predict could happen.

People said that the U.S. was already in recession and that the entire economy would suffer, with a stock market collapse almost being a sure thing....in 2023! What ACTUALLY happened? Everything just kept humming along and market participants saw some of their best returns. 2024 has seen its ups and downs but my retirement portfolio is some 13% ahead of last year. And I'm in a very conservative model.

Yup. Bad things MIGHT happen.

Can we wait until they DO, to start moaning about it???

FED CUTS 50BPS... sets up another collision with the BOJ (Thursday evening U.S.).
@DarioCpx
T-Bills were right… this means JPY shall strengthen a lot from here and stocks resume sell off because of the reigniting of the JPY carry trade forced unwinding



A little dated but ya get the point:

Thats what should happen in a perfect world. But even the fastest ship can't sail in a storm.

Who knows what will be going on by then? The Middle East is deteriorating rapidly. A larger scale war will hurt the markets.

The election will be over and inflation will be worse from the rate cuts enacted now.

The US and NATO keep pushing Russia further. What happens when they start using nukes? Do you think NVDA will keep going up in that environment?

It's not only about fundamentals. There are a lot of external factors to consider.

Good luck to you.

Quad witching, feds talking, rate cuts looming… MMs gunna keep everything in a tight range

Echo boy... watch it!
You haven't been correct once!

He does his research, and I admit that he does have some valid viewpoints. I also think he focuses too much on the negative. I think it's plain that he has been wrong in quite a few of his predictions, especially the ones he based on unsubstantiated rumors.

However - he has an opinion and the right to express it here, even though I disagree with much of what he posts.

I think that the Q3 report coming out in mid to late November will handily beat estimates again. But I doubt the price will increase much because there are unrealistic expectations for NVDA from institutional investors. They want to see NVDA CRUSH estimates. They will HANDILY beat them, but it won't be enough. So, I expect that the stock will at least remain flat. May even go down a bit. Probably will continue to wander around.

I think the Q4 report out at the end of this coming February will show a revenue spike from the beginnings of the Blackwell sales and the stock price will begin to bump up because of it.

I think the Q1 report coming out towards the end of next May will start the real rise of the NVDA stock price. Revenue from Blackwell sales will wow investors and the price will really start to strongly trend upwards.

NVDA $115.32 NVDL $53 go PPT team keep it up !!VIX getting clobbered was the easiest clue of upcoming NVDA pump

I guess we'll see and see soon.

Go NVDL!! Like clockwork Yellen and PPT holding VIX down nicely it’s NVDA pump time soon ..back to $115 and a little some



The "Plunge Protection Team" (PPT) is a colloquial name given to the Working Group on Financial Markets. Created in 1988 to provide financial and economic lifts to the S&P 500.

Critics fear the Plunge Protection Team doesn't just advise, but actively intervenes to prop up stock prices—colluding with banks to rig the market, in effect.
The Plunge Protection Team, composed of high-ranking government financial officials, reports directly and privately to the president of the United States.

Nothing "naive" about it. The answer is that it's obvious that Blackwell has NOT been priced into the stock price.

Has even a DOLLAR from Blackwell sales have been recorded yet? I don't believe so. When was Blackwell announced....March 18, 2024, correct? The price then was $88.46 (split adjusted). On 04/19 it was at $76.20 (split adjusted)....it was DOWN a month after the Blackwell announcement!

On 6/10/24 the stock split occurred, and the price was $120.88. I'll bet that any price appreciation to THAT point was caused by the anticipation leading up to the forward split - NOT Blackwell.

We have been down into the mid to high $90's but all price erosion was caused by unsubstantiated rumors about Blackwell issues, DOJ "investigations"....and all the rest of the hullabaloo created by "the sky is falling/it's the end of the world" crowd, represented here by you and others that have migrated to this board.

Currently, the price hovers around the split price. I believe that once Blackwell starts selling and the numbers come out...THAT is when Blackwell will be "figured into" the stock price of NVDA. The year after that, you can look forward to everyone in the industry thirsting after the Rubin chip!

Yup, NVDA will have down periods and up periods. I'll be invested throughout them. If there's a war, if there's a currency shakeup, if there's shipping strikes....jeez, there's a WHOLE LOT that can cause the market to go down. And I'm sure that NVDA will probably go in step with it. I'm not saying it won't go up and down. But discounting some sort of consequential event? NVDA will continue to go UP from here. If there IS some sort of consequential event? Yup. I'm sure NVDA will go down....along with just about every other stock.

NVDL 52.40 easy peezy the PPT team needs to use NVDA for the pump. So dump a litte before 2pm announcement makes sense Algos all coordinated

Then maybe you would like to explain the stock performance even now knowing Blackwell volumes will start in Q4 and why Nvidia is the worse performing of the mag 7 percentage wise. I can only assume you don't believe the market has already factored in Blackwell, which BTW would be very naive. But I guess you've been accurate on you assumptions- right? I think we currently all know the volumes in Q4 will be 40k/ month doubling in 2025 for Blackwell and they currently have over 1M backlog. The question becomes why can't the stock hold above $120 knowing this information. It's all out there. Their production is limited by the ability of TSM to deliver and therefore their revs since their chips are used in CUDA.

Add lots of 51.70 NVDL

I read some where that Blackwell production/sale is expected to be 50 K/month (lot more than what you are saying).

Totally disagree.

Doesn't look line Blackwell will be taking this stock much higher than $120. One could now assume Blackwell has already been priced into the price of the stock.

This is EXACTLY like all the assumptions you made concerning the delay of Blackwell after the rumor of a redesign to the chip was floated. Guess what? It was a RUMOR that was eventually squashed by NVDA. It was apparently a minor design change which has already been accomplished. All the wild assumptions made here about what would happen to the share price of NVDA because of it went by the wayside -because it wasn't true!

My opinion is that you have ABSOLUTELY NO IDEA of what is "priced in" here! Once again you are GUESSING.

Let's see what actually happens when NVDA eventually announces spectacular revenue increases from Blackwell sales. By this time next year, I believe NVDA will be well above $250 a share.

Let's not forget - Rubin is ALREADY being talked about. It's not even envisioned rolling THAT out until 2026! And other chip manufactures can't even compete with Blackwell (which isn't even OUT yet!).

As far as funds/institutional investment? Let's see what happens when the reported revenue starts jumping, from first Blackwell and then Rubin in the coming years. You'll see them jump back on the bandwagon as soon as they can.

Add NVDL 52.40 Yellen killing the VIX

Doesn't look line Blackwell will be taking this stock much higher than $120. One could now assume Blackwell has already been priced into the price of the stock. To think a stock like Utla Beauty can go up $70/share by just one person (BTW who has never bought a share of Nvidia for his Berkshire account) to start buying Ulta even though they missed predictions and really didn't paint a rosey picture. Looks like this stock isn't going to be the one to watch in the near term. In August is had 60 analysts and now has approximately 40% fewer analysts along with the fact the fund/institutions have cut their holdings in the stock. I now believe the two major reasons for the stock not reaching the analysts will be the shares outstanding along with more and more competition coming on line to chip away at their dominant market place. When the competition starts improving on their products, we'll be discussing pricing in the $40-$50 range.

Flip again $53.40s back out NVDL let’s do this again

Grab 52.80s now and repeat the mini pump again

NVDL $53.88 almost $54 at open nice flip gains from $52s. Rinse repeat

MARKET DUMP ON IT'S WAY!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! MUAHAHAHHAHAHAHAHAAH!!!!!!!!!!!!!!!!!!!!

NVDL nice $52 dips get ready for PPT pump

Here are the financial quarters for NVDA:

NVDA Quarters -

Q1 - 02/01 to 04/30, Reports Q mid to end of May
Q2 - 05/01 to 07/31, Reports Q mid to end of August
Q3 - 08/01 to 10/30, Reports Q mid to end of November
Q4 - 11/01 to 01/31, Reports Q mid to end of February

NVDA is apparently sticking by its prediction that Blackwell production should "ramp up" in the 4th Q - which begins in November.

They brought NVDA down nicely $115s so now they can pump it $119 into Powell announcement

NVDL $52s perhaps $56 into Pow Pow Powell announcement then flip accordingly

Nvidia Blackwell $2.8M x 50-70k unit sales expected anually after ramp. That's $140-200b. Add in H100/200 and annual saled 2026 should surpass $250b with a profit of about $200b. The stock should be $200

BlackRock, Microsoft, Partners Launch $30 Billion AI Infrastructure Fund
16:47:03 PM ET, 09/17/2024 - MT Newswires
04:47 PM EDT, 09/17/2024 (MT Newswires) -- BlackRock (BLK), its Global Infrastructure Partners unit, Microsoft (MSFT) and MGX said Tuesday that they are creating a global artificial intelligence infrastructure partnership to invest in data centers and energy projects to address the increasing demand

NVIDIA (NVDA) will provide support to the global artificial intelligence infrastructure partnership, according to the joint statement.

The partnership will initially seek $30 billion from investors and can mobilize up to $100 billion including debt financing, the statement added.

Salesforce, Nvidia Develop Advanced AI Solutions With Autonomous Agents
17:27:00 PM ET, 09/17/2024 - MT Newswires
05:27 PM EDT, 09/17/2024 (MT Newswires) -- Salesforce (CRM) and Nvidia (NVDA) said Tuesday they are developing advanced AI solutions for enterprises, with autonomous agents and interactive avatars experiences.

NVIDIA will integrate advanced AI tools into Salesforce's Platform and Agentforce, boosting productivity and efficiency with applications in crisis management, travel logistics, and customer support, the companies said.

Salesforce anticipates deploying billions of its autonomous agents in the coming years, enhancing customer and employee experiences, according to a joint statement.