NVDA
Nvidia Corp
stock NASDAQ

There is a bubble on people calling for bubbles. These companies are printing hundreds of billions in profits. NVDA trades at a lower PE than Walmart. semis may go lower but this constant dot com comparison is lazy and weak.
The market is correcting itself already. Kospi is almost cut in half. Memory down 50% already.
The best is yet to come. Scared money don’t make money.

He will be correct. The issue is when.
The only difference between billionaire and poor is when. When do we stop bullshitting NVDA value and let it collapse.

Michael: I'm not wrong about NVDA, I'm just early!
Correct Response: It's the same thing Michael!

If we look back 25 years at the biggest companies there are a few notable names that have collapsed, but you'll also see that most all of them are still recognizable names today. Seems reasonable to me that most of the MAG7 exist in 25 more years. You have to go back 50-75 years for a higher percent of the biggest names to have closed their doors. Perhaps one or two of the MAG7 perform a corporate blunder and cease to exist by 2050. More likely that a few of them make a series of minor mistakes and are simply less influential by 2050. I would not be surprised to find Google or Amazon as the #1 company by market cap in 2050. I also wouldn't be surprised if it's a company I've never heard of.
You don't have to go back too far for a time where only PC gamers had heard of NVDA and the transition to MAG7 from FAANG/FANG was fairly recent. Does SpaceX replace Tesla in the MAG7, or does it become the MAG8? Assuming AI is a bubble that pops, the names that survive will depend heavily on exactly how leveraged a company is when the pop occurs.
I agree with the thought that the biggest tech companies of today are very diversified and will try to buy competition before it's a threat, but that doesn't always mean they are successful. My bet is we just see a continuation of the evolution of the MAG7 and in 25 more years it'll have transition 2 or 3 times, sharing a few familiar names from today while adding a few up and comers from the future.

Right but the subprime play had a hard ceiling on how wrong he could be. NVDA puts keep bleeding premium every single quarter he rolls them. At what point does the cost of being early just eat the eventual win?

No NVDA you were so sexy haha

I bought NVDA calls today actually.

NVDA almost back to what I paid for it lol

5 mins before closed:
STO NVDA 200c 07/29 @ 1.02
STO GLD 358p 07/29 @ 0.20 for some Domino's + wings

Pretty sure NVDA is exercising the buyback right now lol

Obviously hoping so, but I fear the market is going to punish NVDA again for companies spending "too much" on NVDA products. Stupid, but, the smart money is loving the discounts they're getting on shares as a result of this manufactured panic.

[Apple](https://www.cnbc.com/quotes/AAPL/) on Tuesday briefly hit a market capitalization of $5 trillion for the first time, a day after passing [Nvidia](https://www.cnbc.com/quotes/NVDA/) to become the most valuable publicly traded company. 
Shares of the iPhone maker, which reports quarterly results on Thursday, have jumped 25% this year, outpacing its mega-cap peers. The stock reached a high of $342.89 on Tuesday before slipping a bit.
While the hyperscalers — [Alphabet](https://www.cnbc.com/quotes/GOOGL/), [Amazon](https://www.cnbc.com/quotes/AMZN/), [Meta](https://www.cnbc.com/quotes/META/) and [Microsoft](https://www.cnbc.com/quotes/MSFT/) — are collectively pouring hundreds of billions of dollars into capital expenditures this year for their artificial intelligence build-outs, Apple has [kept its capex spending low](https://www.cnbc.com/video/2026/07/24/apple-and-the-anti-capex-trade-heres-what-to-know.html) and is using cloud infrastructure and AI technology from Google.
Apple trailed its trillion-dollar peers on the market last year as investors worried that the company was missing out on the AI boom by keeping investments in check and delaying the long-awaited rollout of an upgraded Siri, which will be released this fall alongside new iPhone hardware. But the narrative has flipped of late due to concerns that the aggressive tech spenders are raising mounds of debt and going cash flow negative without a clear path to hefty returns. 
The [debate](https://www.cnbc.com/2026/07/28/hyperscalers-face-higher-capex-scrutiny-after-alphabet-report-panned.html) over the future of AI is embedded in the jockeying between Apple and chipmaker Nvidia for market cap supremacy. Nvidia, whose graphics processing units power most of the big AI models, became the first company to hit the $5 trillion mark in October, but the stock has been a relative laggard this year, gaining only 6%. 
Apple’s stock has rallied, meanwhile, despite price hikes on devices resulting from the global memory shortage. 
On Tuesday, Apple [announced Upgrade](https://www.cnbc.com/2026/07/28/apple-plans-to-lease-iphones-for-17point99-a-month-through-klarna-deal.html), a new program that will allow customers in the U.S. to lease iPhones and other products, instead of buying them outright. [Last month](https://www.cnbc.com/quotes/AAPL/), the company lifted prices on MacBooks and iPads, its first formal move to pass higher [memory and storage costs](https://www.cnbc.com/2026/06/19/memory-crisis-hits-such-extremes-that-even-apple-cant-be-safe-.html) on to consumers after CEO [Tim Cook](https://www.cnbc.com/tim-cook/) said increases had become unavoidable.
Thursday’s earnings call will be Cook’s last as CEO, with [John Ternus](https://www.cnbc.com/2026/04/20/apple-new-ceo-john-ternus-faces-defining-challenge-fixing-ai-strategy.html) set to take over on Sept. 1.

NVDA suddenly killed on no volume lol

Can we at least get NVDA to 198 at close

VERA RUBIN NVDA 300

NVDA bull call spread: web shows combo but with wrong strike, mobile shows correct strikes but not grouped as a combo

I can't believe AVGO and NVDA are green today

Every semi is overpriced except NVDA

NVDA please go back down

Semis have in the past, and can easily in the future drop 60-90%. Look at the charts of NVDA, AMD, INTC... almost any semi company - or you can just ask ChatGPT to give you the max drawdown of all semiconductor companies. 20% swings are nothing really to sneeze at.