NVDA
Nvidia Corp
stock NASDAQ

This post contains content not supported on old Reddit. [Click here to view the full post](https://sh.reddit.com/r/NVDA_Stock/comments/1v27j6n)

Most probably. I bet there's some bs clause in AWS contract with NVDA about if aws slides into AMDs dm's then their price for GPUs 2x's or something.

NVDA is also cheap at the moment when compared with its historic valuations.
https://ritholtz.com/wp-content/uploads/2026/07/NVDA-PE-ratio.png

Thanks for the tip. Glad I didn’t. With the NVDA news, there’s a high chance it goes past $200.

She is the dumbfuck who was selling NVDA in the $30 range.

GOOGL actually goes up on earnings, unlike NVDA

From the table, Apple is pricing in 11% growth and NVDA is pricing in 43%
Without doing any legwork it seems obvious why one of these would be considered higher risk?
NVDAs explosion has come primarily over the last 3 years as well. Appl is clearly in a mature phase of business

$NVDA / $AVGO

it’s the same reason why NVDA can’t get to 250 despite crushing earnings every quarter. It’s just not that exciting for investors anymore. Everyone’s looking for the next Micron (even though micron is still undervalued for their financials)

Best quality, lowest cost provider for many companies will be NVDA.

Well what? You think Apple, NVDA, Tesla, and any other stock that has the potential to 10X, 20X, 30X has never had a 50% draw down?

Naa just dumbass not everything is racist. Deepseek wasn’t built with stolen NVDA chips?

NVDA owns 9.8% of NBIS
I own 9.8 shares of NBIS
We are exactly the same.

Maybe, they have the best chance at success. The bottleneck in AI is power. The more photonic components they add the cheaper they get. The big problem is taking over or working with NVDA GPUs.
Right now there is a massive race to develop photonic chips for inference and photonic components. Light costs nothing but transistors need electricity. The hot spot is in Germany with Q.ANT:
"At the heart of the NPS is Q.ANT’s second-generation Native Processing Unit (NPU), a photonic AI accelerator built on the company’s proprietary Thin-Film Lithium Niobate (TFLN) platform. In independent evaluation at Germany’s Leibniz Supercomputing Centre (LRZ), the second-generation NPU demonstrated up to a 100x performance increase over Q.ANT’s first generation. Q.ANT’s internal benchmarking further indicates the NPU can deliver up to 30x higher energy efficiency and up to 50x greater performance per application versus conventional processors. Critically for an AI market built around GPUs, Q.ANT positions the NPU not as a GPU replacement but as a co-processor that works alongside existing GPU infrastructure for specific AI workloads — a pragmatic path to adoption rather than a rip-and-replace bet."
Neurophos is an American startup looking to replace the GPU for inference entirely by shrinking Photonic chips and have one OPU server equal an entire rack of NVDA GPUs in terms of compute while drawing the same amount of power They have them out for testing with clients as of now I believe.
Without the shift to something less energy consuming like photonics AI (fancy word for LLMs) is dead in the water.

NVDA trades at \~22x forward earnings. Not exactly egregious.

Actually, it’s been NVDA’s MO. They’ve been taking equity stakes in companies they are partnering with. And their contracts are a beast. Some of the terms if these companies meet, great googly moogly, the stocks will moon. Which will obviously net NVDA more profit. Win-win all around.

NVDA - yes, worth liquidating. Concentration risk in one company isn’t compensated by any diversification benefit, and 15% is a relatively cheap price to eliminate that risk (you’re keeping 85% of the gain either way).
VYM/IJR — a Boglehead would say these are just noise-tilts from someone chasing factors, and simplifying to your 3-fund-style target is correct in principle. But the community is generally tax-averse about forcing this in one shot — the more common advice is to stop contributing new money to VYM/IJR and put new contributions into VTI/VXUS, letting the old positions fade in relative weight over time rather than triggering a big taxable event. If you do sell, do it gradually across tax years to manage bracket creep, not all at once.
IVV = VTI - don’t touch it. Total market vs. S&P 500 is considered a non-decision; the overlap is so high it’s not worth a taxable event. Leave it.

IREN bulls becoming insufferable already.
\- the time to buy was at $33, not now.
\- doing victory laps on a $2.8 bn contract in a see of trillion dollar companies is laughable.
\- dual CEO crypto bros pay package at a billion dollars with no incentive tied to it
\- Horizon 1 is already built, who cares
\- They are addicted to dilution, and more dilution, and more dilution.
\- MSFT, Meta, and SPCX is all compute power people would rather buy from
\- NVDA made it clear AH that NBIS is the better investment, which is why they took an additional stake.
IREN away with your money and left you with the bags.

If buying NVDA is Huang, I don't want to be right.

Bought NVDA calls. Had them for today, but after its fall I rolled them over to 7/22 exp.