Jetmek_03052
17 minutes ago
B of A of JP Morgan? What does that mean????
I can find NO sales of NVDA stock attributed to JP Morgan using Yahoo Finance, WhaleWisdom or Holdings Channel websites. In addition, all those sites list JP Morgan as having 413,813,386 shares as of February 12th. If this figure on share ownership is accurate (from 3 different sites), how in the world could they sell 600M shares?
At any rate - the stock price seems to be doing just fine! Will it continue to do so? Who knows. Let's watch and see what happens.
DiscoverGold
20 hours ago
Investors Cautious on Nvidia (NVDA) Stock Before Earnings
By: Schaeffer's Investment Research | February 25, 2025
• Nvidia will announce fourth-quarter results after tomorrow's close
• The shares have inched into the red for the year
Nvidia Corp (NASDAQ:NVDA) is gearing up for its fourth-quarter report, due out after the close tomorrow, Feb. 26. NVDA typically has a strong earnings showing, closing six of its last eight post-earnings sessions higher, and yet it's still sliding ahead of the event, gathering plenty of attention from investors.
The stock's upward momentum has slowed over the past few months, with concerns swirling over China's artificial intelligence (AI) breakthroughs and the potential for slowing demand from key customers. Per Wolfe Research, this report is a "make or break" moment for the chip darling.
At last glance, NVDA was down 1.8% at $127.95. The shares are headed for their third-straight loss as they fall further from their Jan. 7 record high of $153.13. The tech stock added 171.2% in 2024, and 238.9% in 2023, but since the start of 2025, it is down 4%.
The options pits are pricing in a 15.2% post-earnings move this time around, regardless of direction. Over the last two years, the security has averaged a 9.2% next-day swing.
Nvidia is consistently a favorite amongst options traders, yesterday topping Schaeffer's Senior Quantitative Analyst Rocky White's list of stocks with the highest options volume in the past 10 days. So far today, 1.3 million calls and 1.2 million puts have been traded, with the most activity at the weekly 2/28 140-strike call.
These options are reasonably priced, too. NVDA's Schaeffer's Volatility Index (SVI) of 70% ranks in the low 19th percentile of its annual range, meaning options traders are pricing in low volatility expectations.
Read Full Story »»»
DiscoverGold
DiscoverGold
2 days ago
Chinese firms boost Nvidia H20 chip orders amid DeepSeek AI boom- Reuters
By: Investing.com | February 24, 2025
Chinese tech giants are significantly increasing orders for Nvidia’s H20 artificial intelligence chips, driven by soaring demand for DeepSeek’s low-cost AI models, Reuters reported on Tuesday citing sources familiar with the matter.
Tencent (HK:0700), Alibaba (HK:9988), and ByteDance have notably ramped up purchases of the H20 — a chip tailored for China to comply with U.S. export controls — as DeepSeek’s models gain traction globally, the Reuters report stated.
These companies, which also offer cloud computing services, are leveraging the chips both for internal needs and to support customers accessing AI tools, Reuters reported.
The surge extends beyond major tech firms. Smaller companies in healthcare and education are acquiring AI servers equipped with DeepSeek’s models and Nvidia’s H20 chips, a shift from previous trends where such high-powered systems were mainly used by financial and telecom firms, according to the report.
The H20 remains the primary chip Nvidia (NASDAQ:NVDA) is allowed to sell in China following tightened regulations in late 2023. Analysts estimate Nvidia shipped around 1 million H20 units in 2024, generating over $12 billion in revenue, the report said.
While concerns over potential further U.S. curbs loom, the report stated that DeepSeek’s rapid rise — not geopolitical tensions — is the key driver behind the surge in orders.
Read Full Story »»»
DiscoverGold
DiscoverGold
2 days ago
Fri’s Big Selloff Appears Before NVDA’s Earnings Results Due Wed, With Stock Suffering Rejection In Jan At Nov High
By: Hedgopia | February 24, 2025
• Last Friday’s sudden selloff in equities speaks of heightened investor nerves. Amidst this, NVDA, the poster child of the AI revolution and the associated tech rally, reports this Wednesday; ahead of this, there are subtle signs of distribution. An adverse reaction to its results will reverberate through the stock market.
Friday’s sellers could be vindicated if Nvidia’s (NVDA) results draw an adverse reaction. The $3.3-trillion company – second only to Apple’s (AAPL) leading $3.7-trillion market cap – reports its January quarter on Wednesday.
NVDA is expected to bring home $0.85 in earnings per share, with the estimates remaining unchanged for at least the past three months. Its shares peaked three months ago at $152.88 on November 21. That high was unsuccessfully tested with a fresh high of $153.13 on January 7, with a massive reversal ending the session at $140.14. The subsequent selloff ended on the 3rd this month with a low of $113.01. Last Tuesday, the stock ticked $143.44 but finished the week lower 3.3 percent to $134.43. Tuesday’s high was rejected at a falling trendline from last November’s high (Chart 2).
This is taking place at a time when the 50-day ($134.56), which went sideways for five weeks before trending lower, seems to want to drop toward the 200-day at $125.82.
For the bulls, even if Wednesday’s results are received well, and the stock rallies, $153 likely offers strong resistance, as those that did not sell previously treat this as an opportunity to unload.
Read Full Story »»»
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Jetmek_03052
2 days ago
Analyst reworks Nvidia stock price target with Q4 earnings on deck
https://www.msn.com/en-us/money/topstocks/analyst-reworks-nvidia-stock-price-target-with-q4-earnings-on-deck/ar-AA1zGAbH?ocid=msedgntp&pc=U531&cvid=47de2b16e8684e93a7613e277c74dcbe&ei=9
Mosesmann, who reiterated his buy rating and $220 price target on Nvidia stock in a note published Monday, expects a "modest beat and raise for Nvidia's January quarter and March quarter outlook versus consensus estimates."
LSEG data suggest analysts expect April-quarter revenue in the region of $41.75 billion, a tally that suggests a slower, but still impressive, 60% growth rate. Data-center sales are expected to rise 65% to $37.21 billion.
Nvidia is set up well for 2025 - Rosenblatt analyst
"We continue to view the setup in (calendar year 2025) positively for Nvidia, with a strong Blackwell ramp that is resilient to unit share losses to GPU and ASIC accelerator players," Mosesmann said.
"Nvidia's roadmap ([for] which we expect an update at GTC in March) is one of increasing value that is highly complex with multiple configurations," he added. GTC is Nvidia's Global Technology Conference in San Jose, Calif., March 17 to 21.
doc2016
4 days ago
can they create cuprates on the old twister copper insitu? chatgpt says, "
Copper, in its pure form, is not a superconductor. Even at extremely low temperatures, it retains electrical resistance and does not exhibit superconducting properties. This is because copper lacks certain characteristics necessary for superconductivity, such as hole conductivity and appropriate electron pairing mechanisms.
PHYSICSFORUMS.COM
However, certain copper-oxide compounds, known as cuprates, do exhibit superconductivity at higher temperatures compared to traditional superconductors. These high-temperature superconductors, discovered in 1986, are ceramics composed of layers of copper and oxygen atoms. The superconducting behavior in these materials is believed to be driven by interactions between electrons and the magnetic fields of nearby atoms, leading to the formation of Cooper pairs that can move without resistance.
ENERGY.GOV
NEWS.CORNELL.EDU"
Regarding the magnetization of copper, applying a magnetic field to pure copper does not induce superconductivity. Superconductors inherently expel magnetic fields—a phenomenon known as the Meissner effect—whereas copper does not exhibit this behavior.
ANL.GOV
In summary, while pure copper is not a superconductor and magnetizing it does not confer superconducting properties, certain copper-based compounds, specifically cuprates, are known to be high-temperature superconductors due to their unique structural and electronic characteristics.