Nvidia CDR (NVDA) News

countries want nvidia......japan, southamerica, usa, uk/eu/russia...south africa/brazil/etc.

cuda-q.......

On Wednesday short volume rose again today to just over 57%. That's higher than the 30 day average of 44%.
Here's something of interest. It seems like I'm not the only one concerned about Jensen's lack of information:
https://finance.yahoo.com/news/nvidia-customers-moderate-spending-2026-134027936.html

Nvidia Stock Prediction For 2025,
from The Economy Forecast Agency Updated: 2025/01/09
Month Open Low-High Close Total,%
Jan 134 122-167 154 14.9%
Feb 154 127-183 169 26.1%
Mar 169 151-177 164 22.4%
Apr 164 154-180 167 24.6%
May 167 167-207 192 43.3%
Jun 192 178-208 193 44.0%
Jul 193 193-233 216 61.2%
Aug 216 200-234 217 61.9%
Sep 217 217-270 250 86.6%
Oct 250 235-275 255 90.3%
Nov 255 255-301 279 108%
Dec 279 279-347 321 140%

Lets see if they will be correct on their Prediction........

True, but their cash on hand is $34B. On a relative scale that is still a good ratio of debt to cash.

NVDA could see $200b Revenue Fiscal 2026 (starting from Feb1, 2025) with Profit around $150b. P/E of 30: $4.5T Market Cap

New Street Adjusts Price Target on NVIDIA to $200 From $173, Keeps Buy Rating
05:40:18 AM ET, 01/09/2025 - MT Newswires

Oh goody! Another increased price target!! NVDA at $200 sounds pretty good.

Short volume rose again today to just over 57%. That's higher than the 30 day average of 44%

10 very positive articles and one negative which you state is the reason for Nividia's huge percentage decline. Well, if that's the reason, the stock should decline further. Just think about what Trump can do with his tariffs and embargo's Many of the analyst's predictions were to happen by end of 2024 as I recall. Now they moved it out to end of 2025

I think you've been the one that's wrong. Seems lately the only thing you've tried to do is criticize anyone who asks too many questions and still can't accept the reason 9the stock always drops and can't stay in the buy SP for ore than a few days. Do I believe the stock will go past 160, yes. Do I believe the SP will then decline again, yes. The market currently looks at Jensen's comments as hype. Otherwise the stock would be over 170 and institutions/funds would be buying back in.

It’s tangible book value (MRQ) is

$60,337B.

Please don’t give up your day job. Your career as a financial planner is going to be seriously limited.

GLTY.

You’re gonna need it.

BFD!

So it’s a large company with a lot of irons in the fire and substantial assets backing up its business.

Nvidia’s total debt of approximately $11 billion on its balance sheet primarily consists of long-term debt and short-term debt. This debt can typically be attributed to the following sources:

1. Corporate Bonds

Nvidia has issued debt securities, such as senior unsecured notes, to raise capital for general corporate purposes, research and development, acquisitions, or stock buybacks. These bonds are publicly traded and have fixed or variable interest rates.

2. Credit Facilities

Nvidia may have drawn on revolving credit facilities provided by banks or other financial institutions. These facilities are often used for short-term liquidity needs or operational purposes.

3. Acquisition Financing

Nvidia’s debt may partially stem from financing its major acquisitions, such as the purchase of Mellanox Technologies in 2020 (approximately $6.9 billion in cash). Acquisitions of this scale are often funded through a mix of cash, stock, and debt issuance.

4. Lease Obligations

A portion of Nvidia’s total debt could include capitalized lease liabilities, which are reported as debt under accounting standards (ASC 842/IFRS 16).

If you’re really interested in Nvidia’s debt structure, the company’s latest 10-K or 10-Q filings with the SEC would provide the most detailed information, including interest rates, maturities, and specific instruments.

Face it. You’ve been wrong on just about all your predictions on NVDA.

Let’s just see what happens going forward.

BFD!

Their revenue for the last quarter alone was 3 times that! Over 35 Billion!

They could pay off that debt in a heart beat!

Keep going! What else you want to throw out there!?

140 is near the buy zone which I believe is around 145. Since June the stock hasn't been able to hold above 140. It takes longer for the stock to recover from the mid $130's and oly takes just a few days to drop it back down. Also how many good articles have come out in the last 3 days which had little yo know affect on the stock. But one article can drive the stock down 13 dollars. I read another article which explained companies look for 8 weeks in the buy zone before they jump in. If the company can
't even hold above 140 for a measly 10 days how can it expect to attract serious investors. Jensen needs to re-evaluate 'his presentations since the stock isn't going to have these huge quarterly jumps and most likely annual ones either. Everyone seems to be enamored with Jensen except; the funds and innstitutions. With all their shares outstanding, one would be willing to change what he states in his conference call;s. Try throwing inn some tangible number along with timing. He should know some of the numbers along with timing. We keep on having the same conversations but I can tell you I've been a lot closer with my doubts than you have with your assessments. Instead of looking to pick apart my posts, you should be ;looking at what's really holding this stock back and why it only takes one article to decimate the gains. I'd say a lot has to do with what Jensen never wants to mention.

NVIDIA Corporation $NVDA Book Value Per Share (mrq) $1.74 Tons of Bagholders on this pump and dump

NVIDIA Corporation $NVDA Total Debt (mrq) $10.01B

With all the good stuff presented by Nvidia and the new partnerships, why has the stock dropped?

This story might explain why the sudden drop came yesterday. It might not be the whole reason for it, but I'll bet it had something to do with it.

https://www.zerohedge.com/political/nvda-dips-after-biden-doubles-down-ai-chip-export-ban-ahead-trump

With less than two weeks to go until President Trump takes over The White House - and 24 hours after he unveiled a new $20 billion major investment from Emirati billionaire Hussain Sajwani to build new data centers across the US - the Biden administration plans one additional round of restrictions on the export of AI chips from the likes of Nvidia in a final push in his effort to keep advanced technologies out of the hands of China and Russia.

Bloomberg reports, citing people familiar with the matter, that Biden wants to curb the sale of AI chips used in data centers on both a country and company basis, with the goal of concentrating AI development in friendly nations and getting businesses around the world to align with American standards

The regulations, which could be issued as soon as Friday, would create three tiers of chip trade restrictions, said the people, who asked not to be identified because the discussions are private.

Plus - the fact of the matter is that the entire tech market took a nosedive yesterday. Many of the Mag7 stocks took a hit.

This is no big deal.

And why is this sudden bar at the level of $140/share been put into place? Here just recently, you were saying you expected NVDA to be down in the $90/share range by what....March (I believe)? Now you are basically saying it should maintain a share price above $140? Where are you getting that figure? And what happens if NVDA goes to say....$130? Suddenly you'd be correct and because it slipped down to $130, it's a POS???

Why’s NVDA down after hour ?

NVIDIA (NASDAQ:NVDA) had its "buy" rating reaffirmed by analysts at Rosenblatt Securities. They now have a $220.00 price target on the stock. This represents a 57.2% upside from the current price of $139.93.

Well, This is the 4th day in a row in which Nvidia's stock has closed above 140. I'll still stick with my belief It can't make it 10 days in a row with a closing price above 140.
With all the good stuff presented by Nvidia and the new partnerships, why has the stock dropped? Maybe too good to be true and market isn't buying or does the market want nvidia's forward looking with numbers (which they won't get from Jensen). There is a reason for the lack of upward movement. This stock (with all the good news as to partnerships and products), why the share price has done virtually nothing but two times having a temporary short trading high and not much better off since June. There's always some excuse being thrown out there.

2025 bullish forecast for NVDA.... TipRanks concluded that Nvidia stock could surge to a maximum high of $220 in 2025.

Full Details......
https://watcher.guru/news/nvidia-wall-street-predicts-how-high-nvda-stock-will-rise-in-2025#google_vignette

Huh???? They didn't "dump" NVDA! Get the story straight there Mr. Shorter.

They did sell about 12.5% of their holdings of NVDA, but they STILL have 11.5 MILLION shares of it!!!

Also, the wording of your post makes it sound like this outfit is the largest institutional holder of NVDA stock. They AREN'T...not by a long shot.

The largest institutional holder of NVDA stock is Vanguard group - with 2.14 billion shares (8.75% of NVDA OS). The next largest is Blackrock - with 1.85 billion shares.

The selling of 1.6 million shares by this outfit is barley newsworthy - not when there is approx. 24.49 BILLION shares in the Outstanding Share Base

Largest top institutional holder of $NIO Israel Englander's Millennium Management Dumps Nvidia, Loads Up On Broadcom — Here's What The $70 Billion Hedge Fund Sees https://finance.yahoo.com/news/israel-englanders-millennium-management-dumps-023317648.html $NVDA

Oh well, another phony rise in share price. Glad I did not buy it.

Chip Wars: Should NIO Compete with NVIDIA?
$NVDA $NIO

$NVDA is on top of the bullish premium leaderboard again today
By: Cheddar Flow | January 8, 2025

• $NVDA is on top of the bullish premium leaderboard again today

Call buying/selling has been the theme with minimal puts.



Read Full Story »»»

DiscoverGold

$NVDA Mostly call-selling today
By: Cheddar Flow | January 8, 2025

• $NVDA Mostly call-selling today.



Read Full Story »»»

DiscoverGold

NVIDIA STOCK PRICE PREDICTION 2025, 2026, 2027-2029.....FWIW
https://longforecast.com/nvidia

Profit taking in 2025 to pay taxes in 2026 and get the Dump tax credit reduction is my guess

jensen will likely maintain this line of context on quantum computing until the next administration is fully in place and a new doj seated.

if jensen didn't believe in what quantum computing brings to the table there wouldn't be cuda-q.
a fully fleshed out quantum computer without the rest of the classical computer infrastructure is potentially what he's referring to.
he 's got the edge supercomputer for your desktop coming in may-june 2025, but not likely to have a desktop/mobile quantum computer in the same time frame, so you will get the quantum participation via the cloud. and cuda-q, wags.

media has taken a few words without further information and run with it, parsing as they desire for their own interests or those who support /pay them.

trump is trying to tell china that the panama canal and greenland are important enough to usa interests that they'd be militarily protected. sphere of influence statement. but the media/dems want to make it war mongering. china in panama and russia interests in greenland....nothing secret about their intentions or activities in such. panama canal blockage makes usa logistics /economic work more difficult. greenland in right in the artic area of conflict with the russian regime.
if a space ladder wast to be built, greenland is very important, besides their mineral resources to economies/techs of the world.

As far as I can see, Jensen Huang's comments on quantum computers did not mention any specific company. He simply offered his opinion on the effectiveness of quantum computers TODAY. He said they weren't good at dealing with large data problems YET - only small data problems. He said that quantum computers dealing with large data problems would not be a reality for some time...possibly as long as 15 years away.

Huang said "Just about every quantum computing company in the world is working with us now, and they're working with us in two ways. One, is quantum classical and we call it CUDA Q. We're extending CUDA to quantum and they use us for simulating the algorithms, simulating the architecture, creating the architecture itself."

He went on to say "Someday we'll have very useful quantum computers. We're probably five or six orders of magnitudes away, 15 years for useful quantum computers and that would be on the early side. 30 years is probably on the late side. If you picked 20 years a whole bunch of us would believe it. We want to help the industry get there as fast as possible and create the computer of the future."

In other words? He told the TRUTH. Who would better know the truth than the CEO of a company that yearns for an adequate quantum computer to aid his AI ambitions? And has probably tried quantum computers in his quest and discovered their real-life limitations.

Now people who said Huang was a great force in AI are throwing him under the bus...for telling the truth.

Still, he probably should not have offered truthful comments as to the timeline of effective Quantum computers. Probably should have just gone ahead and talked about how great the FUTURE will be with quantum computers and left it at that.

After Jensen tossed a grenade into the QC/ AI arena why is his ticker the only one green today? Seems like self serving sabotage to me.

acer and robots? lg and robots? softbank and robots?
self driving cars
generative ai work assistants.
multiple generative ai experts.
mutliple chat apps in an app with programmable apis.

uber and self driving car work with nvidia.........out come the partners ....making more room for them on stage. https://finance.yahoo.com/news/uber-collaborates-nvidia-autonomous-driving-174900628.html

delta gave todays ces keynote;

delta and nvidia:"You're right to think there's a connection between Delta Electronics and NVIDIA! They have a partnership focused on leveraging NVIDIA's technology to enhance Delta's capabilities in areas like AI, digital twins, and smart manufacturing.  

Here's a breakdown of their collaboration:

1. AI and Digital Twins for Smart Manufacturing

Goal: Improve efficiency and productivity in manufacturing using AI-powered digital twins.  
Key Initiatives:
NVIDIA Omniverse: Delta uses NVIDIA Omniverse to create digital twins of its factories and production lines. This allows them to simulate and optimize processes before actual production begins.  
NVIDIA Isaac Sim: Delta utilizes NVIDIA Isaac Sim, a robotics simulation application, to generate synthetic data for training computer vision models and simulating robot behavior.  
AI-Powered Inspection: Delta uses AI and computer vision to automate quality inspection on its production lines, improving accuracy and efficiency.  
2. Energy-Efficient AI Infrastructure

Goal: Develop energy-efficient power and thermal management solutions for AI data centers and GPUs.
Key Initiatives:
ORV3 AI Server Infrastructure: Delta showcased its ORV3 AI server infrastructure solution at NVIDIA GTC, featuring high-efficiency power supplies and cooling technologies.  
Power and Thermal Management Solutions: Delta offers a range of power and thermal management solutions designed to optimize the energy efficiency of GPU operations in data centers.  
3. Collaboration at NVIDIA GTC

GTC Participation: Delta actively participates in NVIDIA GTC, a global AI conference, to demonstrate its latest innovations and collaborations with NVIDIA.  
Showcasing Solutions: Delta has showcased its digital twin platform, AI server infrastructure, and power solutions at GTC, highlighting their joint efforts with NVIDIA.  
Benefits of the Partnership:

Enhanced Manufacturing Capabilities: Delta leverages NVIDIA's technology to enhance its smart manufacturing capabilities, improving efficiency and productivity.  
AI Innovation: The partnership enables Delta to develop and deploy AI-powered solutions for various applications, including industrial automation and inspection.  
Energy Efficiency: Delta's collaboration with NVIDIA focuses on developing energy-efficient solutions for AI infrastructure, contributing to sustainability goals.  
Overall:

The Delta and NVIDIA partnership is a strong example of how technology companies can collaborate to drive innovation in manufacturing and AI. By combining their expertise, they are developing solutions that improve efficiency, productivity, and sustainability in industrial settings. This partnership is likely to continue to evolve as both companies push the boundaries of AI and digital twin technologies." per gemini ai pro 1.5

You're likely referring to Jensen Huang's keynote at SIGGRAPH 2024, where he discussed the concept of "physical AI" and the need for three computers to make it a reality. He wasn't specifically talking about three distinct physical computers but rather three interconnected computer systems working together.

Here's a breakdown of the three "computers" he mentioned and their functions in the context of physical AI:

1. The AI Factory (Creating the AI)

Function: This "computer" is responsible for developing and training the AI models that will power physical AI agents (robots, autonomous vehicles, etc.).
Key Components:
DGX H100 Systems: NVIDIA's powerful DGX H100 systems, equipped with Hopper GPUs and high-bandwidth memory, are ideal for training large and complex AI models.  
NVIDIA AI Enterprise: A suite of software tools for AI development and deployment.  
Large Datasets: Access to massive datasets for training the AI models.
2. The AI Simulator (Simulating the AI)

Function: This "computer" simulates the physical world and the AI's interactions within it. This allows for safe and efficient training of AI agents in a virtual environment before they are deployed in the real world.
Key Components:
Omniverse: NVIDIA's Omniverse platform enables the creation of physically accurate simulations and digital twins.  
RTX Technology: RTX GPUs with ray tracing capabilities render realistic and immersive simulations.  
Physics Engines: Physics engines simulate the physical interactions of objects in the virtual environment.  
3. The AI Brain (Running the AI)

Function: This "computer" is the physical embodiment of the AI agent itself. It runs the AI models in real-time to perceive the environment, make decisions, and control its actions.
Key Components:
Jetson Embedded Platforms: NVIDIA's Jetson platform provides compact and powerful embedded computers for AI at the edge.  
Sensors and Actuators: Sensors (cameras, lidar, etc.) to perceive the environment and actuators (motors, controls) to interact with the physical world.
The "Three-Body Problem"

Jensen Huang referred to this as a "three-body problem" because it involves the complex interaction and coordination of these three computer systems. The AI factory creates the AI, the AI simulator trains it, and the AI brain runs it in the real world.

Key Takeaway

This concept highlights the interconnected nature of AI development, simulation, and deployment in the context of physical AI. It emphasizes the need for powerful hardware, software, and simulation tools to create AI agents that can operate effectively in the real world.

stock buyers return for the dividend.

ces has just begun. i think jensen's presentation was light on what the customers are doing to allow the nvidia customers to have the limelight. nvidia empowers their creations. expect to hear from those 'partners' of nvidia this week. and then there's msft fabric which will be present jan 15th.....jensen pointed mentioned msft w sl2......full linux kernel ip and it's importance to prospects for nvidia. along the way he held up the thor supercomputer and its new diminished in size form factor. This thing can bring ai to the edge. cuda q allows it to also take advantage of the more centrally place quantum computing for simulations and testing.

vmware has a patent on testing

$NVDA Net Options Delta: -8.8 Million shares
By: Theta Warrior | January 7, 2025

• $NVDA Net Options Delta: -8.8M shares.



Read Full Story »»»

DiscoverGold

$NVDA Repeat Bear Sweeper
By: Theta Warrior | January 7, 2025

• $NVDA REPEAT BEAR SWEEPER.



Read Full Story »»»

DiscoverGold

$NVDA Tape is super active again today. A variety of call selling & buying across the board...
By: Cheddar Flow | January 7, 2025

• $NVDA Tape is super active again today

A variety of call selling & buying across the board

No continuous directional orders yet.



Read Full Story »»»

DiscoverGold

Today was one of the biggest sell offs. The volume already exceeds the average daily volume. Yesterday the short sale volume was up. Here's something of interest and explains why a company has a pretty good idea of TAM and SAM of products they are developing. Designing and producing a complex semiconductor chip, particularly at advanced nodes like 5nm or below, can cost hundreds of millions of dollars, with the cost of design alone often exceeding $500 million due to the intricate design process, expensive software tools, and high research and development needs involved; These numbers were based on 5 & 10 nm lines. 2 and 3nm lines cost more. Jensen likes to keep SAM/TAM of a product along with timing close to his chest.

NVDA'S investment in SOUNDHOUND was a smart investment....

The automotive division of Nvidia is expanding with this new deal with Aurora.

Right now, it's not a big part of NVDA. But I've been a big enthusiast about this NVDA division. Self-driving cars and trucks will become commonplace in a relatively short timeframe and that NVDA division will be a huge moneymaker.

There's MILLIONS upon MILLIONS of cars in the world. It's a good bet that in 15 to 20 years, a giant percentage of them will be autonomous.

It's not just about AI. Robotics, Self driving autos and AI.

Watch NVDA GO!

NVDA.....UP, DOWN SIDEWAYS......One or two days Does not make a difference.
Let see the results by the END of 2025....
IMO, NVDA WILL be the Top PICK in many PORTFOLIOS

So what's the anticipated SAM?

acer with new gaming handheld they say, but does it have 'bring your own cloud' ip of nvidia thor? gosh, you use use this in a classroom or remote work group to share the resources in your own wireless network...a we work location? remote vaccination efforts or medical care?

As far as the Mag 7 stocks retreating - there are several articles about them. Tesla being investigated for the "Actually Smart Summon" feature software in its cars that might have led to crashes , NVDA in the news about a deal with Aurora, META scrapping its fact checking program for a community-based system similar to "X".

And apparently, US job openings have increased, while hiring has fallen - according to the US Labor department's Bureau of Labor Statistics report.

So, plenty to drive this market down today.

OK doc, Nvidia always talks about all these new products and how wonderful they are; I will guarantee you of the following. Before any CEO comes out with any product, they know what the TAM and SAM is for that product. Without the numbers/timing, it's huff and puff. When Jensen had his Q conference, what did the stock do the very next day? The same thing it did after his CES presentation.