NVIDIA Corporation (NVDA) News

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Jensen Huang Met Zuckerberg And DESTROYED Deepseek: Nvidia Will 30 | NVDA Stock

The DeepSeek thing is way over blown. It’s coming out that they had many NVDA GPUs that they used, they copied Open AI data and possibly algorithms. They say they built a responsive LLM for $6 million. When you copy other models, and don’t employ hundreds/thousands of engineers, coders, etc., your cost will be much lower. Wired is saying that information is going directly to China that is coming from all of the downloaded apps that people flocked to. Anyone hear of TIK TOK?

We have posters continually whining about drops in NVDA’s share price. They forget that in June we were given 10X shares and the price was $120/share. Am I happy about recent price action? Absolutely not. However when the dust clears and DeepSeek is analyzed, all will be well again, in my opinion. One great thing we haven’t seen since DeepSeek is all of the erroneous rumors about Blackwell problems. That’s a plus.

$NVDA $11 Million OTM Put Sweepers (Very Unusual) *At the Ask*
By: Cheddar Flow | January 30, 2025

• $NVDA $11M OTM Put Sweepers (Very Unusual)

*At the Ask*



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$NVDA $10.4 Million ATM Put
By: Cheddar Flow | January 30, 2025

• $NVDA $10M ATM Put

This has a March expiration and was executed above the ask

This is the only notable put order that we have seen all week for NVDA.



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Sell. You’ll lose less.

I hate losing money. Nividia is just not doing well

117.50 needs to hold next is 116.25 if that one falls look out JMO

DeepSeek sending oodles of information to China. From WIRED

You need to sell. You worry too much

What if it turns out that deepseek is faking it? When I first asked who programmed you the answer was open ai!
They could have more H-100 than they claim and they could also work with a scaled down database. The jury is out but my money is on Nvidia. If they're not faking it the news is still good for Nvidia who's sold out for 12 months+

science would suggest to verify deepseek's ability to make ai answers/composition comparison to openai would require they are presented with the same data and form/state/etc and allowed to do their thing witthout using another companies ip and using their reported and inspected hardware/software.
then, the llm would be used with various queries and the results evaluated as data scientists think most appropriate, including the contestants.
resource utilization would be an important consideration. raw data will have hidden markers/archiving points so the sources are knowable?

Guess the data spoke as we are tanking again

I’m officially concerned. Stock is just not performing well. Anyone else concerned ? Big swings up and down. Thanks

Outstanding managers produce outstanding results.

Even Warren Buffett screwed up from time to time. Nevertheless, he has remained one of the most highly respected fund managers.

NVDA has, and will remain, an outstanding company under his direction.

IMO

I guess you missed the latest from Morgan Stanly which lowered their estimate by $14. I posted the link.

DON'T GET MISLEAD!!!!!!!!!! IT'S NOT ABOUT HOW DEEP SIX AGUIRED THE TECHNOLOGY!!!!! IT'S ABOUT WHY ARE THE A.I. TECH GIANTS SO OVERVALUED?????????????????!!!!!!!!!!!!!!!!!! THE RIP OFF CRIME IS THE OVERVALUATION!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! IT'S PROVEN NOW THAT A.I. TECHNOLOGY IS A SCAM AND ONLY WORTH PENNIES!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! NOT BILLIONS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! TIME TO WAKE UP!!!!!!!! THE CULT OF A.I. HAS BEEN BUSTED!!!!!!!!!!!!! MUAHAHAHHHHHHHHHHAHHHHHHAHAHAAHAH!!!!!!!!!!!!!!!! ANY LOSER CAN CREATE A.I. PLATFORMS!!!! WHAT A SCAM!!!!!!!!!!!!!!!!!

I have posted a lot of new articles which include some good companies and references. New training platforms are coming out at a fraction of the cost of Nvidia. Granted they may not currently take over a lot of Nvidia's current dominance but will affect future positions. Some large companies and some sites are reporting DeepSeek has merit and worth looking at. There will be more and more of the DeepSeek companies hitting the market. Alibaba is another one. Jensen of course remains silent and recently had a case of foot in mouth disease regarding his comment on Quantum computing. Nvidia's future reign is in Jeopardy. The stock is now in a strong downturn with more negative than positive days. Two analysts have lowered their price on Nvidia (Morgan Stanley being one) and I suspect more to follow. Meta's great Q/K hasn't helped Nvidia. I doubt very much Blackwell will be the success everyone thought. But the thing which should concern most is the silence from Jensen. Maybe he needs another new leather jacket.

Views from Tesla, Meta, and Microsoft which include opinions on DeeSeek
https://finance.yahoo.com/news/tesla-meta-microsoft-said-deepseek-133251085.html

Good read from Oracle. They state DeepSeek is for real.
https://finance.yahoo.com/news/snowflake-ceo-deepseek-is-the-real-deal-and-other-openai-rivals-are-coming-133255051.html

openai is said to be negotiating a 15b investment from softbank , this would be separate from softbank investment in stargate, they say. why would softbank invest such money into openai rather than it's 'competitor' deepseek/etc?

and msft's contribution to computing was 'self contained' computing device?

it might be they are evolving into an self contained/'and/or' ai computing device and being a type of azure cloud node?

provisioning ...two and from a system on wafer?
and for microsoft pc......a system on wafer of opensource variety? wls, and vertical computer system is: from copilot:
"A vertical computer system refers to a specialized computing environment designed to meet the specific needs of a particular industry or application. Unlike general-purpose computer systems, vertical systems are tailored to handle the unique requirements and workflows of a specific sector, such as healthcare, finance, or manufacturing.

For example, a vertical computer system in healthcare might include specialized software for managing patient records, scheduling, and billing, along with hardware optimized for medical imaging and diagnostics. These systems are designed to improve efficiency, accuracy, and compliance with industry regulations.

Vertical Computer Systems, Inc. (VCSY) is an example of a company that provides such specialized solutions2. They offer a range of products, including payroll and human resources solutions, time and attendance software, and private communication platforms2.

Would you like to know more about a specific vertical system or industry?"

Bull of the Day: NVIDIA (NVDA)
By: Zacks Investment Research | January 30, 2025

Is NVIDIA (NVDA) a buy in the $120s or has the DeepSeek invasion delivered a serious re-rating to its growth and valuation?

The biggest lever to answer this question revolves around whether the world suddenly needs less (and less-expensive) GPUs to power their LLM (large language models) and HPC (high-performance computing) models.

As I write this on Wednesday afternoon, we await earnings calls from two of NVIDIA's biggest customers, Microsoft (MSFT) and Meta Platforms (META), that may indicate if their capex plans are being downsized after the suddenly cheaper, better, faster chatterbot from China.

The Data Will Now Speak

Even though I remain a long-term NVDA bull and added shares near $120 on Monday when it fell 17%, the stage is set for a potential near-term peak in its growth trajectory.

Coming into the week, the stock was still a Zacks #2 Rank (Buy) because the consensus EPS estimate for the coming fiscal year (begins February) had moved up 11.7% to $4.21 since the company's last earnings report in November.

The full-year topline consensus is for $192 billion. I was projecting that number would be over $200B by now. So $192B and $4.21, representing 49% and 43% growth, will be the numbers to watch today. If they get hit, so too might the stock.

So far, I haven't heard even a single downgrade or negative estimate revision. But, again, the analysts have been waiting for the Microsoft and Meta conference calls (last night) to deliver their model adjustments this morning.

I'll tell you this, the analysts are going to be chomping at the bit to get answers. This won't be your average quarterly call and I wouldn't want to be Microsoft or Meta brass having to explain and justify their respective AI capex budgets of $80 billion and $65 billion, respectively.

Tesla Too

And as if that wasn't enough excitement today, Tesla (TSLA) will also have reported their quarter on Wednesday. Telsa and Musk are very big players in the GPU-AI market for self-driving cars and for his own chatterbot Grok.

Elon Musk's new xAI data center in Memphis achieved something remarkable when his team assembled 100,000 Nvidia H100 GPUs in only a matter of months.

Nicknamed "Colossus," it was considereed in September the largest and one of the most powerful supercomputers in existence. I don't think Musk's appetite for GPUs will slow down much in the next five years.

My NVDA Bull Case

Here's what I told my TAZR Trader members on Tuesday night...

I have read a dozen different experts on AI and the DeepSeek invasion in the past 72 hours and sometimes my head was just spinning.

Because often they don't even agree with each other on the impacts.

That's when I just go back to my thesis on NVIDIA: they dominate the technology stack that enterprises want, and the next stacks they don't even know they need yet (Isaac-Gr00t Robotics, Omniverse, Cosmos, NIMS, DIGITS, etc).

(If you watched Jensen Huang's keynote at CES earlier this month, you got a clinic on all the latest innovations in these platforms.)

I also told my group that the DeepSeek invasion has put the "AI arms race" back in the spotlight....

Even bigger picture: forget the Jevon's Paradox stuff (lower cost + higher efficiency = more demand) for a moment and think about who is competing here.

It's USA vs. China, just like I made content around in 2019 after reading Kai-Fu Lee's book AI Superpowers: China, Silicon Valley, and the New World Order.

(end of notes to TAZR members)

So when I put together the innovative platforms coming from NVIDIA with the fact that the AI "arms race" is back in focus, I think NVIDIA sales estimates will not be revised lower.

To round out my view, on Tuesday I also bought Vertiv (VRT), a high-growth provider of datacenter infrastructure, when the stock was down over 30% off its highs. I did this because I don't think the 2-4 year plans to build datacenters are being scrapped.

Finally, part of my NVDA bull thesis after ChatGPT took the world by storm in early 2023 was that every large corporation would want to build their own internal LLMs.

China definitely delivered a wake-up call to hyperscalers and LLM builders about cost efficiency. But I don't think it changes their plans to build on the model that Microsoft, Alphabet, and Meta have established just because China tweaked an existing model that probably cost 100X what they claimed.

Here's what I posted on X about my "50,000 foot view" of the panic...

In May 2023 when Jensen revealed at Computex that GOOG, MSFT, and META were already in line for the coming GH200-DGX systems, I said "Here we go to $200 billion in sales!"

Why? Because the other 1996 corps in Global 2000 would want to build their own INTERNAL LLMs. Same story today.

What I mean is that no major corp wants to have their proprietary data in the hands of any outside entity. They want their own Magic Kingdoms of OZ to mine and model what only they know to serve employees and customers.

The story might change at the margins. But the big builders (MSFT, AMZN, META, GOOG, Tesla, OpenAI, Oracle) are nowhere near done with their grand datacenter plans because their visions of serving the autonomous vehicle, robotics, energy, biotechnology, and custom AI markets are bigger than most of us can imagine.

They will pay for the NVIDIA GPU-DGX systems and clusters now because they see the ROI as massive in five years.

By the time you are reading this on Thursday morning, we should know a lot more as analysts react to MSFT and META.

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it's the edge device of the cuda-q, jensen's apparently portable supercomputer he showed at ces and available in april.
to use less electricity, they use distillation models from the heavy learning work models. they use data from experts and not lower folk. the quality of their training data is better. etc. but for the new work/the science/engineering work they've got the big hpc and quantum architecture/infrastructure for parallel work?
jensen just allowed the deepseek's an opportunity to participate/help change the cost of ai?

a google worker could help provision the desired distilled models on the users network and recruit/network the chiplet components for the job? just bring your brand ?

Morgan Stanley lowers their target price on Nvidia
https://www.yahoo.com/finance/news/top-analyst-overhauls-nvidia-stock-153300586.html
I suspect there could be more targets which lower the SP coming along. This is the second one I've seen.

is a deepseek models on nvidia supercomputer on the desktop with windows with linux support, with the desktop sc and wls mentioned prominently by jensen at ces talk, might be an exciting prospect? even better perhaps a network of such doing parallel, cooperative and/or adversarial work?

Jensen Huang DESTROYED Deepseek: Nvidia Will 10X IN 2025 | NVDA Stock
Lion Of Wall Street

Looking at the hourly chart, the OBV has turned up as of today.

$NVDA Active tape after Powell
By: Cheddar Flow | January 29, 2025

• $NVDA Active tape after Powell.



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$NVDA Repeat Sweeper
By: Theta Warrior | January 29, 2025

• $NVDA REPEAT SWEEPER



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Qwen 2.5 better than deepSEEK
https://bgr.com/tech/alibabas-qwen-2-5-surpasses-deepseek-as-chinas-ai-race-heats-up/

if they used 8x8 X8 ip .. collaboration is limited by what the creator wants to share?

$NVDA Bull/Bear Debate in Mar Expiry
By: Theta Warrior | January 29, 2025

• $NVDA BULL/BEAR DEBATE IN MAR EXPIRY





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$NVDA Net Options Delta: -5.6M shares...
By: Theta Warrior | January 29, 2025

• $NVDA Net Options Delta: -5.6M shares

They love it one day, hate it the next.. have to stay nimble!



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$NVDA Another Large $2 Million Far OTM Call
By: Cheddar Flow | January 29, 2025

• $NVDA Another Large $2M Far OTM Call

We have seen a lot of these the past couple days with varying expirations

*Above the Ask*



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ALL A.I. TECH THOUGHT LEADERS NEED TO EXPLAIN AND JUSTIFY WHY THEY ARE SO OVERVALUDED!!!!!!!!!!!!!!!!!!!!!!! DEEPSEEK PROVED THIS!!!!!!!!!!!!!!!!!!!!!CONGRESSIONAL HEARINGS ARE DEMANDED NOW!!!!!!!!!!!!!!!!!!!!!!!!!! WHO WAS ENVOLVED IN THE GREAT CON GAME??????????????????? MUAHAHHAHAAAAAAAAAAAAAAAAAAAAAAA!!!!!!!!!!!!!!!!!!!!!!!!!

$NVDA @EquitiesETC Half-hour showing where the bulk of inventory is after the flush out
By: vwaptrader1 | January 28, 2025

• $NVDA @EquitiesETC Half-hour showing where the bulk of inventory is after the flush out.



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ibm clean data project on china, segued with ibm green horizon for china?:
"IBM's 'Green Horizon' Project to Help China Clean Up Its Air, Shift to Renewables
On Monday, IBM announced a 10-year initiative to support China in transforming its national energy systems and protecting the health of citizens. Dubbed “Green Horizon,” the project sets out to leap beyond current global practices in three areas critical to China’s sustainable growth: air quality management, renewable energy forecasting and energy optimization for industry.Led by IBM’s China Research laboratory, the initiative will tap into the company’s global network of 12 research labs and create an innovation ecosystem of partners from government, academia, industry and private enterprise."
china had usa paying into the paris accord for green energy and itself paid peanuts. did usa fund the ibm work for china?

now trump announces the usa's own project stargate, getting usa out of paris accord, this is the ai/quantum competition.

$NVDA - Confluence Lwr-Line & Daily 200/MA. Will it hold?...
By: Sahara | January 29, 2025

• $NVDA - Confluence

Lwr-Line & Daily 200/MA. Will it hold?...



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how does deepseek interoperate with quantum computing output/input? that might be a key differential going forward. your desktop nvidia supercomputer come april might be better than deepseek's use of old opena ai models?
distillation, deepseek said, is their key move? that might mean better data from fewer sources to begin with or sifting out the bad stuff/repetitive data objects out/using those highly qualified hires to create the data they use? less variation?
how much salary to creators of the more uniform data objects?
i know the answer and create the data with that bias?
any data scientists' input?

Interesting point from an article: https://finance.yahoo.com/news/us-examines-security-risks-chinese-124802340.html

If Trump did make the below statement, then why Stargate unless one of their objectives is lower cost solutions.

Meanwhile, President Trump urged US companies to focus on maintaining competitiveness.
He also stated that the launch of DeepSeek AI should serve as a "wake-up call" for US companies, adding that they might gain from using more affordable AI solutions to achieve similar advancements without high costs.

Yesterday was a buying opportunity but only if one bought below 120 and sold at the end of the day. Today will be a high volume profit taking from yesterday's gains in which there was a lot of retail buying. This is a trading stock. Long term at this point looks too volatile.

Tigress Financial Partners has upgraded $NVDA to a “Strong Buy” from “Buy,” raising the price target to $220.

"We upgrade our investment rating from Buy to Strong Buy and increase our 12-month target price to $220 as NVDA continues to be a core holding in the powerful AI investing theme and the industry-leading beneficiary of the significant capital investment in AI development driving the ongoing acceleration of AI adoption across all industries and enterprises, which will continue to drive significant revenue and cash flow growth and greater shareholder value creation and view yesterday’s selloff as a major buying opportunity,"

I didn't say they weren't. They are special chips of which, I believe, no longer able to be exported to China.

Yes they are Shawn they say they are special versions of Nvidia GPU models

Well hind sight is always 20 /20 . Can you link the post where you said you were buying NVDA before the close Monday ?
Something like this

Monday, January 27, 2025 3:54:09 PM
Post# of 16287
Buying NVDA at the close . Major US Co's are not going to sign up for Chinese AI . NVDA still has the cutting edge

I didn't think it was easy ...just a risk worth taking
Kiwi

Buying this tip was the easiest trade.

Broad selling in Nvidia rout was ‘irrational’, Howard Marks says

https://finance.yahoo.com/news/broad-selling-nvidia-rout-irrational-173623791.html

It is incredible how many bullish $NVDA orders we have seen between yesterday and today...
By: Cheddar Flow | January 28, 2025

• It is incredible how many bullish $NVDA orders we have seen between yesterday and today

$690M of bullish premium in only 2 days

Bulls have bought this dip hand over fist



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Trump not going to be kind to Nvidia with chips coming from Taiwan if he goes through with what the article states

https://www.yahoo.com/news/trump-impose-25-100-tariffs-034916603.html

Another good article worth reading. It is somewhat neutral but pretty interesting.
https://www.yahoo.com/news/powerful-chinese-ai-app-means-234938242.html