NVDA
Nvidia Corp
stockNASDAQ

Are you high? NVDA is a PART of QQQ

This is a huge gamble by NVDA that this whole thing would end well..

What do you mean? Everything is out in the open. MP1 $1B deal is related to Firmus. Jumped 30%. Firmus failed IPO dumped it 30% Firmus announced it will explore private credit for funding. NVDA rumours to be apart of it. The NVDA consortium is putting money up now. Apollo just did $40B with SPCX last night. So it’s pumping.

High conviction stocks would be like Google and NVDA, etc. not this garbage

Yeah, that’s exactly why I’m moving off of my international ETF’s. My safe long-term bet is in VOO and with a 20 year horizon, I have no concerns about just pumping money into that every month. But with with the small percentage that I was allocating towards VXUS I’d rather have that in NVDA, SPCX, etc. and see what happens.

MU, SNDK, NVDA

Time to start watching NVDA 👀👀

$NVDA 200

Now do VOO vs NVDA

Get your trade idea only off the daily chart, be very choosy. SPY/QQQ sometimes don’t have trades opportunities so also watch NVDA AVGO PLTR IWM AAPL AMZN. Use indicator Saty Volume Srack.🇺🇸

kinda sad I missed that SMCI pump. Do we think its a buy now? I thought they were selling out NVDA super secret blueprints to gyna or something?

Percentage off ATH's: $INTC -36.5% $SPCX -34.9% $AVGO -33.5% $SKHY -28.7% $MU -28.2% $GOOGL -22.5% $TSLA -21.5% $META -20.8% $AMD -19.3% $AMZN -13.4% $NVDA -11.3% $MSFT -4.1% $AAPL -2.2%

True but its also not the only very impressive growth play in the Market just now. Hell you can buy NVDA at a sub 20 PE growing at an even faster rate per year. Or Amazon or Google if you want players in the compute space.

NVDA just cucked the entire AI scene and anyone barely noticed.

I think you have a solid setup- most important thing is to keep contributing. Auto investing weekly/monthly is great. I prefer SPYM over VTI. Slightly lower expense ratio and has more weight in the heavy winners(more gains, bit more risk). I also prefer not to have VXUS and invest more into USA stocks. Overall yeah you have a solid setup. Just some things to consider. Mainly the VXUS honestly. On paper yeah it’s diversifying but at the end of the day US stocks do great. I’m a huge fan of SPMO, if anything I’d say do more SPMO, but 20 percent is good. I think XLK is also a great etf if you want to invest heavily into tech(Microsoft, NVDA, Apple). I have been investing for around 5 years and the tech stocks have treated me very well. I switched my main etfs(QQQM and VOO) to XLK(+some Google) and SPMO.

I've mostly just been selling OTM cash-secured put options on the semi-stocks I wouldn't mind owning expiring from a month or so out ever since my shares got called away at $250. So a variety of put options on NVDA, AMD, ASML and MU.

Replace ORCL WITH NVDA

Semiconductor packaging and testing for TSMC and NVDA. I option wheel it

> You said you have Nvidia, what do you make of Nvidia? The one I am most worried about. I feel much more secure owning Google, Amazon, Microsoft, and Apple. > I just don’t have the same confidence in Nvidia because I’m not a tech guy and don’t use any of their products. I wrote what I wrote about Nvidia before I got to this in your post. Ha! I am a "tech guy" but do not view Nvidia as all that safe and so guess we kind of see things alike. > Do you have much confidence in the moat of Nvidia No. In the end you are going to see more and more concentration above in the stack and the more concentration puts Nvidia in a weaker position. I have no idea what would even be a moat for Nvidia? Google is already willing to sell the TPUs. Looks like Amazon is doing the same. Broadcom will work with anyone. Microsoft is even now working on their own chip. Companies like TSMC or ASML have far better moats than NVDA.

to be fair, $NVDA has grown more than that

Can’t relate, I mostly traded TSLA and NVDA like a true baller

NVDA puts?

I invested in NVDA back in 2020 when there were murmors of large language model releases. Thank god I didn't wait for the chickens to hatch. That's bad advice buddy

The era of irrational FUD is coming to a close, we'll see real numbers soon, especially Q3, recovery in the AI trade from here, as I predicted: https://www.reddit.com/r/NVDA_Stock/comments/1x63bjb/crwv_nbis_iren_stocks_tumble_after_gartner/pgtl2d0/ I think the recovery will be violent after Q3 numbers mid November.

Quick cross-check on how Congress has been positioned in this trade, from House and Senate transaction filings since Aug 1 (ranges as printed): * **NVDA:** 5 sale lines from 4 members (Booker, Whitehouse, Meuser, Cisneros) vs 1 purchase (McGuire) * **MSFT:** 8 sale lines from 6 members vs 4 purchase lines from 3 * **TSM:** 3 purchases (Fields, Cisneros, Allen), 0 sales * The President’s latest OGE 278-T also lists an **NVDA sale of $500K–$1M** dated Aug 21. It’s a small sample, and the filings show what and when, not why. Plenty of it is probably rebalancing. Still, if $2.1T of data center capex is real, it’s interesting that the buying is at the fab level, not the GPU or hyperscaler names.