JJ8
3 hours ago
Trend Analysis
NVDA appears to be improving within a longer-term upwards trend. Although it is presently below its 200-day moving average, that average is rising, due to prior gains in NVDA shares. Additionally, the MACD histogram, which is used to measure the near-term trend, is above 0. Comparative Relative Strength analysis shows that this issue is lagging the S&P 500.
Momentum for NVDA is improving. The 14-period Slow Stochastic Oscillator is rising as investors begin to purchase shares.
Today's volume is on track to be lighter than usual, with 200,253,557 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders.
As of 3:17 PM ET Wednesday, 03/19/2025
PS: Although the Daily MACD Histogram in the chart is in the positive, the Weekly is still in the negative as of now.
DiscoverGold
3 hours ago
GPU Gold Rush: Data Centers Charging Toward a $1 Trillion AI Boom
By: Cheddar Flow | March 19, 2025
Key Takeaways
• $1 Trillion Spend: Nvidia CEO Jensen Huang projects global data center construction spending to hit $1 trillion by 2028, driven by rapid AI adoption.
• Massive GPU Orders: The top four cloud service providers have ordered 3.6 million Nvidia Blackwell GPUs, signaling unprecedented demand for AI compute.
• Industry Transformation: These trends underline a shift in tech infrastructure, with hyperscale cloud providers investing heavily in specialized AI hardware.
The Data Center Spending Surge
Nvidia CEO Jensen Huang recently forecast that global spending on data center construction is set to reach $1 trillion by 2028. This projection reflects an inflection point in computing—where traditional software gives way to machine-learning and AI-powered systems. The rapid adoption of generative AI, which underpins applications ranging from language models to image generators, has accelerated capital investments in cloud infrastructure. As enterprises worldwide integrate AI into their products and services, hyperscalers are responding with aggressive data center expansions. This growth is not only boosting server capacity but also driving innovation in cooling, power efficiency, and facility design to support the heavy compute loads.
The Demand for Blackwell GPUs
Alongside the trillion-dollar data center spending, Nvidia’s latest Blackwell GPUs have seen extraordinary demand. Huang revealed that the top four cloud service providers have collectively placed orders for 3.6 million Blackwell GPUs—a staggering figure that highlights the industry’s appetite for cutting-edge AI hardware. These GPUs, designed to handle complex AI workloads, provide the computing power necessary for training and deploying large-scale machine learning models. While this number only reflects orders from the major cloud players, it excludes additional demand from companies like Meta and numerous AI startups. In essence, the true demand for advanced GPUs is even higher, emphasizing Nvidia’s central role in powering the next generation of AI.
Impact on the Tech and Cloud Landscape
The dual trends of surging data center investments and massive GPU orders are reshaping the broader tech landscape. For cloud service providers such as Amazon, Microsoft, and Google, the need to offer robust AI-as-a-service capabilities is driving significant capital allocation. These companies are in a race to build advanced infrastructure, with AI performance now a key differentiator in attracting enterprise customers. Enhanced compute capabilities translate to more efficient training and faster model inference, positioning these cloud platforms at the forefront of digital transformation.
Furthermore, this boom is stimulating a broader industry shift. While Nvidia’s market dominance remains strong, competitors are scrambling to innovate. Companies like AMD and Intel are accelerating their own AI chip development, and cloud giants are exploring in-house solutions to reduce reliance on external suppliers. Yet, Nvidia’s integrated ecosystem—combining hardware prowess with supportive software like CUDA—continues to offer a compelling value proposition.
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x993231
1 day 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
1 day 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.
Read Full Story »»»
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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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