x993231
9 hours ago
Wow, As info I have an assload of NVDA, AXON, PLTR, a couple weeks ago I sold enough for a couple years of liquid capital (luckily) at the high, you know why? This guy at the local Irish bar was toughing ownersip, (shoe shine boy thing) I said to my wife, time to take a few years of capital so I can chill, true story, no need for capital letters. I don't like posting that but it is true. Watch for an NVDA takeover of LWLG.
Good luck 80% was long term capital gains. Again I hate to post gains but the RV needs fuel. Taking it out of the garage after the winter waxing in a couple weeks.
X
DiscoverGold
16 hours ago
Bull of the Day: NVIDIA (NVDA)
By: Zacks Investment Research | March 18, 2025
I last wrote about NVIDIA (NVDA) as the Bull of the Day on January 29 in the immediate aftermath of the DeepSeek invasion.
I explained why buying near $120 offered excellent risk/reward to accumulate more shares of the primary engine of the AI revolution. That play gave investors and traders a quick 15%+ gain on the NVDA rally back to $140.
I then fleshed out the long-term thesis in this article from Feb 18...
DeepSeek and the 5th Industrial Revolution
But then a bigger correction unfolded for technology stocks as the Nasdaq 100 plummeted 13% in just 3 weeks.
So what did I do? I added more NVDA shares on the dip under $110.
Because the biggest NVIDIA catalyst event of the year starts today with CEO Jensen Huang's keynote address at the GPU Tech Conference (GTC) in San Jose.
While I could recap the broad investment case for owing the "engine of AI," the above article has already done that with a 5-year vision.
So I thought it would be fun to profile a unique new product line that Jensen unveiled at CES in early January. We are certainly due to hear more about it today. Here are excerpts from a recent X thread I wrote @KevinBCook.
Introducing Project DIGITS
At CES, Jensen wowed the crowd with something amazing: a personal AI supercomputer for your desktop powered by Blackwell.
This magic little box, not much bigger than your favorite paperback novel, can build models of up to 200 billion parameters.
That means it's more like a few bars of palladium on your desk. And it's only $3,000. Let's dive in!
If you see a picture of Project DIGITS, it actually looks like a mini DGX box. But it's locked and loaded with the new GB10 Grace Blackwell Superchip. Plus CUDA software and libraries.
And it wields a petaflop of AI computing performance for prototyping, fine-tuning & running large AI models.
“AI will be mainstream in every application for every industry. With Project DIGITS, the Grace Blackwell Superchip comes to millions of developers,” said Jensen Huang, founder and CEO of NVIDIA.
At the big CES reveal, you couldn't even buy it yet. I'm betting the wait list has grown long and today we could find out when they ship.
“Placing an AI supercomputer on the desks of every data scientist, AI researcher and student empowers them to engage and shape the age of AI,” Jensen added.
Tools for the New World of Physical AI
On his roadmap in January, Jensen explained the NVIDIA vision going from Generative-AI to Agentic-AI to Physical-AI.
In my "5th Industrial Revolution" article, I give some examples of Agentic AI where we can use software tools that work, build, and create for us automatically, thereby multiplying our time, energy, and creative potential.
But Physical AI gets even crazier as robotic systems can embody AI tools and software to conduct physical tasks for us. This takes the best of what NVIDIA offers to create training environments for, as an example, humanoid robots.
Once developers simulate a real-world situation, NVIDIA Omniverse and Cosmos can train the robot on billions of iterations to perform complex tasks for us... like folding laundry or even cooking a gourmet meal.
Now here's where it gets exciting for the potential of DIGITS. Each Project DIGITS features 128GB of unified, coherent memory and up to 4TB of NVMe storage. And you just plug it in to a wall outlet.
I have to believe that that DIGITS will give the power to small developers to build their own models for Physical AI. We may learn more about that today.
What I know for sure, is how DIGITS will empower those building Agentic AI applications from home or lab to go beyond most platforms.
From the company press release on Jan 6 from CES:
"To build agentic AI applications, DIGITS users can also harness NVIDIA Blueprints and NVIDIA NIM™ microservices, which are available for research, development and testing via the NVIDIA Developer Program."
A big key to NVIDIA success for the past two decades is evangelizing developers by giving them power tools in the form of GPU hardware and CUDA software to build just about anything they can imagine.
And that support only keeps expanding. With DIGITS, when AI applications are ready to move from experimentation to production environments, the NVIDIA AI Enterprise license provides enterprise-grade security, support & product releases of NVIDIA AI software.
Be sure to catch Jensen's keynote at 10 am Pacific today. You won't be disappointed when the Wizard of AI shows off his latest toys and magic.
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DiscoverGold
DiscoverGold
2 days ago
Call Traders Pile on Nvidia (NVDA) Stock Amid GTC Week
By: Schaeffer's Investment Research | March 17, 2025
• NVDA options are the most popular contract among options traders by a longshot
• The chip giant is testing key support on the charts
All eyes are on Nvidia Corp (NASDAQ:NVDA) stock this week, as the annual GTC conference -- the company's biggest artificial intelligence (AI) and tech summit-- kicks off tomorrow. Ahead of the event, NVDA is 2.6% lower to trade at $118.47, succumbing to broader-market pressure as the Nasdaq remains entrenched in correction territory. Last year during GTC week though, the shares gained 7.4%, and that may be all call traders needed to hear.
Despite a 11% deficit year-to-date, Nvidia stock has remained popular among options traders, landing the top spot on Schaeffer's Senior Quantitative Analyst Rocky White's list of stocks with the highest options volume in the past 10 days. In this period, over 36.3 million calls and 21.9 million puts were exchanged, numbers that almost double the number of Tesla (TSLA) options traded.
The weekly 3/14 120-strike call was the most popular in the last two weeks, while April and June 120-strike calls saw 100,000 contracts fly off the shelves on March 5, a sign of possible spread activity. On the charts, keep an eye on the stock's 320-day moving average, a trendline that tested and caught last week's pullback.
Now looks like an great time to weigh in with options. NVDA's Schaeffer's Volatility Index (SVI) of 66% sits in the 17th percentile of its annual range, indicating implied volatilities are favorable for premium traders at the moment.
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DiscoverGold
Jetmek_03052
5 days ago
New IBD article on NVDA and the CES -
https://www.msn.com/en-us/money/markets/will-nvidia-stock-get-lift-from-ai-conference/ar-AA1AVLvx?ocid=msedgntp&pc=U531&cvid=1686e4af9a704ef9983fc3300abb8b2a&ei=14
Huang is scheduled to give a keynote address at the company's semiannual GTC conference in San Jose, Calif. He plans to discuss what's next in agentic AI, robotics, accelerated computing and more, the company said.
Analysts expect Nvidia to unveil its GB300 AI chip at the show. That chip could start shipping in May. Huang also is likely to preview the company's next-generation graphics processing unit, or GPU, called Rubin. Rubin is due out in 2026 and will follow the current Blackwell series processors.
Nvidia is touting GTC as "the world's premier AI conference." GTC is short for GPU Technology Conference. It will run March 17-21 and feature over 1,000 sessions, 2,000 speakers and nearly 400 exhibitors, mostly focused on artificial intelligence. Nvidia expects 25,000 in-person attendees at the show, with 300,000 attending virtually.
Nvidia's GTC is "typically more a catalyst for the supply chain than Nvidia's stock," TD Cowen analyst Joshua Buchalter said in a client note Thursday. He rates Nvidia stock as buy with a price target of 175.
Meanwhile, Mizuho Securities analyst Vijay Rakesh on Thursday lowered his price target on Nvidia stock to 168 from 175 but kept his outperform rating. He cited "multiple compression in the AI space overall due to fears of slowing growth" as the reason for his price-target cut.
Looks like yes, many analysts are lowering NVDA price targets. But even their lowered targets are MANY dollars above NVDA's current levels.
Let's see what happens.