NVIDIA Corporation (NVDA) Quote

We haven’t heard anything about Nvidia developing chips in the ASIC market. Back in February there was news about “Dina McKinney, a former Advanced Micro Devices and Marvell executive, heads Nvidia's custom unit”. I believe that market was 20-50 billion with Broadcom and Marvel competing.

Bull!

Tons of bullish premium on tech so far today $NVDA $AAPL $AMD
By: Cheddar Flow | July 5, 2024

• Tons of bullish premium on tech so far today
$NVDA $AAPL $AMD



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mega caps are already priced for perfection regardless of what China does or doesnt do

$12 trillion in market cap added to US stocks since November 1, 2023

that is a bubble

Excellent, spot on analysis. It is a very real possibility. China is looking at the situation in the US, and there will be a small window of opportunity to strike, before a stronger President takes over.

You are just a beam of bright light and knowledge. As such I bet you bought a boatload of NVDA stock, sold it too soon and are now spouting FUD in order to try to influence a PPS decline. If I continually post the market will decline, I will be right, some day.

What rookie and professional analysts get continually wrong is they base everything on history. However there’s never been a stock like NVDA before. As such what historical data can you use when the company continually reinvents itself? NVDA isn’t a traditional stock. It’s an ecosystem

$NVDA Bulls getting to work early today
By: Cheddar Flow | July 5, 2024

• $NVDA Bulls getting to work early today



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$72 is the lower range of the weekly Keltner Channel
every stock in history retests its lower bound range, 100% of the time
all mega cap stocks are at their upper bound of Keltner channel, a clear signal to short

Better short it then, because that's where its headed.

EXACTLY, AFTER ALL NANCY PAZOOKI JUST LOADED UP !! BUY....BUY......BUY
ALSO STANLEY CRAP UPGRADED PRICE TARGET TO 200

keep buying at the top, see how well that works out

$30 trillion market cap???? LOL

what are you smoking

there are revenue caps for every company for any given 90 day period

NVDA will never be able to achieve the same revenue levels as companies like AMZN AAPL MSFT or WMT

NVDA is already peaking, the dumb money will soon find this out

NVDA can only sell so much product in 90 days, just a fact of life

NVDA will continue to rise, given their lead in AI. The number of firms dying for NVDA hardware will drive revenue levels and the resulting eye-popping financials will send this up strongly.

If anything drives this lower, it'll be a clash with China, over Taiwan. Within the last few weeks, we have seen signs that show they are positioning themselves militarily, for a clash with the US over Taiwan. I believe they will strike before the elections in November (or shortly thereafter, dependent on the outcome of the election). They see a weak US President in office now, and most likely a stronger one being elected in November. Actually, the perfect time to strike would be after the election of a stronger president, but before he is sworn into office in January. That could be seen as a confusing time period.

If anything starts a market correction, the beginning of the Taiwan dispute will. Many think that dispute will tip the world into a new world war.

SoftBank wants to be a AI powerhouse and they will in time

https://www.nasdaq.com/articles/heres-how-high-wall-street-thinks-nvidia-stock-can-rise

Softbank in talks to get hands on large volumes of Nvidias gpus


https://www.investing.com/news/stock-market-news/softbank-in-talks-to-get-its-hands-on-large-volumes-of-nvidias-gpus-report-3508499

very very very glad to see you back NEBUCHADNEZZAR. WHAO! BEING A LONG TIME****** WHAT YOU HAVE BEEN UPTO ALL THE WHILE OF ABSENCE****THANK YOU

SK hynix pumps billions into HBM chips to meet AI demand

https://www.theregister.com/2024/07/01/sk_hynix_hbm_investment/

SK hynix to invest $75 billion in AI and chips by 2028


https://evertiq.com/design/56008

Cheaper energy prices are coming, and lower taxes for corporations will be at the forefront.

It'll be the perfect time for NVIDIA to continue growing, IMO.

I agree with you that this cycle has been extended. But it will likely be extended through the election. The markets are always manipulated, and even more so in election years.

The Fed (Goolsbee) is already projecting rate cuts. It will happen by the end of the summer to stimulate the economy before the election, to give the party in power a chance. They will trade the short term gain at the expense of long term stability for the economy.

The rates should be raised not lowered. Then when hyper inflation hits, they won't have many tools to control it.

In my opinion, it is after the election that the rug will be pulled out.

Good luck in your trades.

Its worth mentioning too that a brand new layer of web protocols was just approved the other day, called the "Spatial Web". It won't replace the old web, but simply be a new layer on top with many benefits.

Guess which company, and its millions of developers, including tens of thousands of enterprise and other startup level customers will benefit from this?

https://spatialwebfoundation.org/swf/the-spatial-web-standards/

NVIDIA will easily hit an MC of 30 TRILLION within the next decade. Too many are focused on the hardware side, with ai training and such.

Two words.... Digital Twins......... Omniverse is the future, and eventually literally everything will be digitally twinned.

Smart city infrastructure contracts will take this to 300 TRILLION, but is likely further out.

Nobody else can do what NVIDIA can do, both on the hardware and software side. Its why they have the whole ecosystem that businesses desire and demand.

I could see the company attempting and failing to buyout Microsoft within the next couple of decades.

Within the next two decades you'll have digital twins of the human body, and I have no doubt that NVIDIA will play a role in this upcoming sector.

just means the next recession and stock market crash be that much worse since "everyone is in at the top" and "fully invested"

wall street waits for the dumb money to pour in every time before pulling the rug out from under them

that's why wall street ALWAYS WINS

do you follow elliot waves cycles? minuet cycles? daily, weekly monthly? super cycles?

remember, you have to SELL your stock to actually make money, if no one is selling yet, guess what happens once the momentum shifts

then the taxes owed on gains, selling begets selling, that's why markets form tops and bottoms

EVERYTHING HAS A CYCLE and this cycle has been artificially extended from COVID money and ineptitude by the FED

the semi conductor industry has pulled forward insane revenues already, the current pace is unsustainable IMO of course

the time to buy tech stocks was truly in 2022 , it is now time to take profits and watch the market correct

It's the new younger generation and everyone has the trading device in their pockets, and it'll do nothing but continue to grow and grow. 2021 was just a start of this new age where everybody is trading, plus there is 5-6trillion $ on the 5% sidelines that will really pour in to stocks after the first rate cut by Powell imo...I did call 6100 SP500 at start of this year and looks to be on schedule imo

That’s like saying “ if you think your girl friends pregnant have her take a test. Rolling my eyes at you !!!!!

where's the money going to come from to push the SP 500 to 6100 by year end?

SP 500 is up 1400 points since November 1, 2023 just bc of AI hype and huge pull forward on numbers

the math just doesnt work for that target either by year end

but if you are right and I am wrong I will definitely say you NAILED IT

the easy money is already made

if you think NVDA is going much higher from current levels, i suggest you take a remedial math course at a jr college

Joe Rogan: “Nvidia's New Computer Has Released A Terrifying WARNING To ALL Other Computers!”



Weekly Chart

Then you shouldn’t buy it. Sit on the sidelines and watch NVDA investors get wealthy

It's market melt up time again, PE and MC doesn't matter, like Tesla, and I have 6100 eoy SP500 target

my only issue here is market cap

NVDA now has 25 billion shares outstanding

every $1 increase is $25B in market cap

$3 trillion market cap is unjustifiable imo

NVDA is not MSFT AAPL AMZN or WMT, those companies can do 100B-300B revenue per quarter bc of their business models, NVDA can only sell so many chips and other products in a 90 day window

the MATH is so wonky here its scary

Neb You're back! Good to see you man! That was a long 999 days! NVDA going back up now!

I’ve been reading more articles on the H20 chip it sounds like expecting 1 million units in 2024 at $12,000 to $13,000 a unit. I have to believe the H20 doesn’t need the latest TSMC packaging. It wouldn’t make sense to cut into Hopper packaging as the H20 is much cheaper. It should create upside numbers for this quarter as analysts probably don’t have China numbers in there. We’ll see next month

I had someone tell me this was going sub 100. I believed him for a sec with the way the sp was dropping lol.

How is you $95 prediction working out?

Dan Ives: Told You Nvidia Will 10x. Now Mark My Words This Will Double In 2024



Weekly Chart

NVDA- UNDFEATED.....so far ;)

NVIDIA H20 demand stronger than expected: Morgan Stanley
Investing.com | Author Vahid Karaahmetovic

Published Jul 02, 2024 07:40AM ET
NVIDIA H20 demand stronger than expected: Morgan Stanley

Demand for Nvidia’s H20 chips is stronger than previously expected, Morgan Stanely analysts noted Tuesday, citing data from their recent global semiconductor field trip in Asia.
Per Morgan Stanley’s note, major hyperscalers in China, while complying with export control regulations, are purchasing NVIDIA’s H20 chips for AI computing needs. Although smaller AI data center vendors in China can offer the H100 GPU for rental, the larger hyperscalers are opting to buy the H20, adhering to the regulatory requirements.
Based on their field trip takeaways, analysts said the single-chip performance of the H20 is only 15% that of the H100. Furthermore, when comparing "Performance Density" based on the Float 16 data type, the H20's single chip performance is only 3% of that of the H100.

“However, by connecting a cluster of H20 GPUs, performance can reach 50% of that of the H100, thanks to higher networking bandwidth and the HBM density of H20,” analysts pointed out. “And hence it is possible the H20 chip price could also be 50% of H100.”
“We have heard from members of the supply chain in Taiwan that H20 volume could reach 1mn units in 2024,” they added.
Elsewhere, Morgan Stanely said its newly collected data showed that Huawei’s 910B AI GPU performs only at the level of NVIDIA (NASDAQ:NVDA)'s A100 and demand would not appear to be as robust were it not for government subsidy.
Meanwhile, other local Chinese GPU solutions, such as those from Tencent-backed AI chip startup Enflame, "seem to be good enough for AI inference," analysts said.
Regarding high-bandwidth memory (HBM) and advanced packaging localization in China, equipment companies are noticing trends similar to those reported by Nikkei Asia in February.
China’s CXMT is qualifying HBM capabilities and planning to advance further into high-bandwidth memory technology. In terms of 2.5D packaging for AI chips, it remains uncertain whether SJ Semi can achieve the performance level of TSMC’s CoWoS technology, the note states.

She is the one, as Speaker of the House, that wouldn’t allow the bill to see daylight that would have prohibited elected officials from playing the market

$NVDA Large $6.2 Million OTM Call
By: Cheddar Flow | July 3, 2024

• $NVDA Large $6.2M OTM Call

This has the January expiration and was executed above the ask, signaling urgency



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Thanks, I have 11 trading days left for my July 135 calls

Everything you stated is true, and your last sentence nailed it - it's just a money grab. NVDA should simply pull out of France, and let them source their chips and technology elsewhere.

Right. Good job, Chartmaster.

Another feather on your cap!

Cheers & GLTY

118.83 Reversal low held! Now breakin over the 20 day MA!!!

I too added on my Nvidia shares today.

Does she know how to read charts as well?

Anyway, great minds think alike!

Wow. 250/share coming next year if not Sooner

Nvidia and Microsoft will drive AI revolution: Wedbush’s Dan Ives


Weekly Chart

Nvidia share day order to buy at 121.50 filled

PS: Now average cost in port is $84.5 ps

Nancy Pelosi bought $NVDA shares
By: Cheddar Flow | July 3, 2024



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