✅ Daily Chat Thread and Discussion ✅
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
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I wanna get off Mr Bones wild ride
\nNVDA current max pain is $131 for tomorrow\u2019s expiry
\n\nCall Volume 2,222,967\nPut Volume 1,455,902\nVolume Total 3,678,869\nPut-Call Volume Ratio 0.65
\n\nI believe it will go back up
\nNVDA under 119 now, dip buyers after hours failed. It isn't too late to sell. Tomorrow isn't going to be pretty, Friday leading up to Trump's tariffs on Tuesday.
\nDon't forget PCE data in the premarket.
\nThis.
\nMe!
\nSmart man!!! These newbies don\u2019t get it
\nFutures r fucking dying man
\nI wrote this 6 months ago and it seems relevant to revisit it:
\n\nhttps://www.reddit.com/r/NVDA_Stock/s/Ry7dWeMlBR
\n\n\u201cBiggest concern remains if the hyperscalers have pressure and have to lower capex but I figure if Blackwell is sold out for a year, then the real impact on earnings isn\u2019t until 2026 if that happens. The problem would be if they have record earnings but they\u2019re forecasted to fall off. In that scenario, Nvidia could double its earnings in 2025, but trade at a 30 times price to earnings and literally be right where it\u2019s at or slightly lower. They could triple their earnings from here and go sideways if they\u2019re trading at a 20 times PE.\u201d
\nTop 10 biggest single day losses:\n1. NVDA -$589B 01/27/25\n2. NVDA -$368B 02/27/25\n3. NVDA -$279B 09/04/24\n4. META -$251B 02/03/22\n5. NVDA -$228B 01/07/25\n6. NVDA -$212B 04/19/24\n7. NVDA -$208B 06/24/24\n8. AMZN -$206B 04/29/22\n9. NVDA -$206B 07/17/24\n10. AAPL -$182B 09/03/20
\nPrice (purple) and PE (yellow). Been a while since NVDA has traded at this low a valuation.
\nMassive buying opportunity\u00a0
\n[deleted]
\nThe one thing that should jump off this page is that in the grand scheme of things the price has only come down a little where the valuation has come down a lot.
\nI wrote about this exact concern over 6 months ago. Trying to find it.
\n2025 feeling like a character building year
\n\n\nShould I buy more or wait until it falls again?\u00a0
\nJust a few words to help cope. Worst case scenario, say we are on the verge of a bear market (I don\u2019t believe for one second that we are, but hypothetically), we need to remember, stocks don\u2019t go straight down even in these down trends. All bear markets have some violent meltups and rallies. It\u2019s was the case in 2022 and during the GFC. So for those that want to get out, I\u2019m positive you\u2019ll get a chance over the next few days/weeks to either breakeven or minimize any losses.
\nI would be willing to take a 2k loss if it goes up to 135
\n:( 138 maybe?
\nCan we please threaten other countries using something other than tarrifs? Maybe markets will go up then \ud83d\ude2d
\nSuch as?
\nPromising an orange man visit
\nThoughts for tomorrow?
\nAnother large selloff...
\n\nFed minutes on inflation and wages.
\n\nSelloff will be as large as today if not larger imo
\nWait it out a few days ..
\nSlow bleed until the end of March
\nWe going nowhere till Friday options expire. Next week we will see.
\nSo do you suggest selling today?
\nI wouldn't buy today
\nI bought today at 127...damn
\nI remember back in the day nvidia was team green and amd was team red looks like amd and nvidia are now both team red
\nALL TECH is red right now
\nAnd Intel was team blue. When on Earth was the chart blue...
\nI'm sure Nana's grandson is still blue right now
\n100% Tariffs on Taiwan's Chips
\nJensen about to offload another $14 million in the new 10b5-1 plan. He couldn't even afford a leather jacket on TV last night.
\nDamn is the bubble popping
\nAt least you get that juicy 1 cent NVDA dividend!
\nLet me bring some hope for you guys in this orange times:
\n\nhttps://x.com/sama/status/1895203654103351462
\n\n"\nwe will add tens of thousands of GPUs next week and roll it out to the plus tier then. (hundreds of thousands coming soon, and i'm pretty sure y'all will use every one we can rack up.)\n"
\n\nI don't quite like the guy but will definitely celebrate having he's moneis.
\nBig gain sometimes requires big pain, unfortunately.
\nIt's official, Trump will cause a recession\ud83d\ude01
\nHECK YEA,,LFG!
\n\nMainstream needs the ratings \ud83d\ude06\u00a0
\nHmm let's pray we hold 120
\nI sold at 120, I got scared.
\n\nI'll buy back in later after it holds somewhere sain for a few days.
\nCongrats on being a p
\nIt's money, it's wise to take it seriously.
\nNVDA: *"I'll f**king do it again"
\nNah....it's been trading sideways for 6 months.
\n\nMag 7 stagnation\u00a0
\n\nMarket Makers want a recession and correction. Who do you think is causing this selloff??? it's MM's
\n\nRetail sellers don't trigger 10-20% corrections, too small
\nAmerica elected a bankrupt, bigoted felon...this is just the beginning. We've got 97.4% of his presidency left. Hope I'm 100% incorrect.
\nIs it time to add more now or wait for a further drop tomorrow? Genuine question from a non analyst
\nAt this point, Jensen should buy back some shares or just sell the whole damn thing to China
\nhopefully it follows previous days by climbing in AH so I can sell at a smaller loss before the inevitable sell off continues tomorrow.
\n\nWas so close to selling at 135 before open, regrets.\u00a0
\nI feel your pain \ud83e\udec2
\nGreen after hours. Red day again tomorrow \ud83e\udee0
\nAlright, where's the guy who said it would go back up? I'm on the way to hide your closet rn and wait for you
\nSo you\u2019re waiting for a guy to get home so you can come out of the closet?
\nNah, you hide in closets because you like it.
\nAlmost always dressed as Superman.
\nMan I fudgin full port'd at 121 during the deepseek and sold at ~140 now I full port'd again at like 123 am I regarded.
\nJust bought a little more. Why yall scared?
\nIt\u2019s not time to buy until the suicide hotline is pinned on WSB.
\nDidnt dumbf get rid of the suicide hotline lol
\nIdk what dumbf is, but no? There\u2019s tons of hotlines run by private non profits.
\nI dont know if I need copium or something but is it likely that we rebound tomorrow at least a bit?
\nNo. PCE and consumer sentiment news tomorrow morning. Do you think inflation will be good? Do you think consumers are positive?
\nIt will ALL be negative.\u00a0
\n\nI'm calling another 3-4% selloff
\nThe sell off was unwarranted. Hopefully back to 130 tomorrow
\nIt hits 110 before it hits 130.
\nI got scared and sold.
\n\nI'll buy back in later down the road because I love this company, but I got scared.
\nI got scared guys.
\n\nLast time it dipped to 100, it triggered my stop loss and reached my average cost per share when I frantically bought back in... Trigging a "wash sale".
\n\nThis time I sold for a small profit, but now I'm worried about triggering another wash sale if I buy back in....
\n\nI'm just going to leave the money in my brokerage account until I figure this wash rule shit out.
\n\nI am totally willing to buy back in, I just don't want to trigger another wash rule!
\n\nDo I have to wait 30 days?
\nI can help you out here. If you sell NVDA stocks for a loss, then buy back in, the cost basis of the loss will be associated to the new stock.
\n\nExample: You bought at 150, sold at 130, buy back in at 120. Your cost basis for theshares purchased at 120 will be 140. You can clear the wash sale by selling those specific shares at 140+.
\n\nBear in mind if this is in an IRA wash sale rules don't apply at all
\nwhy are you so worried about triggering wash sale? If you are not taking big losses that you want to harvest, then it doesn't matter much.
\nI am pestering ChatGTP so I don't bother you all tonight much with my newbie questions \ud83e\udee3
\n\nIt says that I'm in the clear this time as I sold at a small profit... This time.
\nYooo fam this some bear market bullshit
\nIgnorance is bliss lol. I'm just praying it'll be up in a year and not looking at it until then cause the moment I panic sell it'll jump fs.
\nfirst time buyer here, Bought 1 share at 130 but I think Ill pick 2 more up during this dip.
\n[deleted]
\nthey missed on revenue and guidance, stop lying to people
\nTomorrow we are fucked \ud83d\ude1e
\nHard to imagine this, but it was hard to imagine yesterday how today has turned out, I expected a modest boost (5% would have been nice, more than that unsurprising).
\n\nIf things go as badly tomorrow, effectively the stock has started to crash (my opinion), and it will slowly bring the whole market down with it (look at AMD today, below 100).
\n\nAMD has been crucified.
\n\nToday was just so surreal.
\nWhy?
\norange man talking about tariffs
\norangutan
\nThe thing about tariffs is that they shouldn't affect Nvidia. No one needs to build data centers in the US. Build them across the border in Toronto, Montreal, Vancouver. Cheap abundant renewable energy, no tariffs, colder climate. I wonder if this has occurred to the geniuses in the White House.
\nIt\u2019s about perception, investor sentiment and the macro
\nBINGO!!!
\n\nAnd consumer sentiment is a bs "polled" report , NOT a hard data point.
\n\nIt's ttl bs but Marker Makers love it to screw retail and voters.
\nThe price of eggs
\nThat\u2019s definitely been fixed. Maybe we should be buying egg futures?
\nI\u2019m too stubborn to get out so I will complain instead
\nNah your good, my flux capacitor analyzer shows a 90% chance of a 51% bounce up in 2042
\nSame, I'll get out if it ever reaches 138.. Don't want to sell at a loss.
\nNot wanting to sell for a loss is why you're sitting on an even bigger loss.
\nIt\u2019s ok I believe in them long term
\nAbsolutely same
\nI'm a long-term holder and believe this stock will not only recover but has great growth potential. I'm interested in hearing from other long-term holders. What are you planning to do? Did you buy more today? Are you waiting to see where the bottom is?
\n\nI'm thinking about buying more into the 110s and DCA all the way to the bottom, wherever that is.
\nI'm a little more bullish, but I also hold substantial reserves to buy in on the DCA. I hold 5400 shares in my portfolio, I also maintain 20% in cash. (Spread across TIRA/RIRA/Brokerage and 2 UTMA's 3500/1000/300/300/300). I put in 3 CSP's today, 1 for my trad ira (120), 1 for my brokerage (115) and one for my daughter's UTMA (120). Idea being I don't need my trad IRA immediately (I'm SEPP'd but only taking 2k per month with a 5 year buffer in cash), my daughter is 13 so I trust in recovery there (and if it doesn't I'll make it up to her), I'm more close to the vest with my Brokerage as that is emergency cash to me.
\n\nNothing I've heard today impacts the long term potential of NVDA, the real potential impact is Huawei but that represents at best 20% of NVDA's market at best if you assume every chip sent to singapore made it's way to china. Western Companies aren't going to buy Huawei for relatively obvious reasons, so NVDA could potentially face pressure in Chinese market, but let's all be honest here, there's so much jumping through hoops there that this was never really a reliable stream of revenue, so I'd already factored that in.
\n\nWe all know there were teething pains on Blackwell, this is why when I saw revenues of 35b (primarily hopper) on 31b forecasted last quarter and revenue guidance of 37b, I knew that was real. All good, it's why I sold covered calls for weeks on end.
\n\nCurrent revenue for this quarter was 39.3b and they forecasted 43b, which means those teething pains are getting resolved, but perhaps not ending, but definitely trending in the correct direction.
\n\nEdit, I should clarify I set my CSP's at 3/7. I don't trust a potential friday dip (hence why not 2/28 DTE), but no options trader is going to assign me with a week of theta, they'll just resell. I did get a chuckle reading the "experts" on margins dropping though. Ohnoz, the margin dropped when the company literally told you they would and gave guidance they would return, but all of the sudden this is important news! Because they're only making 70%+ margin and stockpiling cash.
\nim genuinely happy with NVDA's earnings and all the reflected numbers and guidance, so if the stock flies, my dough multiplies, if it dips, i get to DCA,,,,, like why are we complaining? for running out of cash to buy dips? well sucks to be you but imma stack it up regardless.
\nRight? It was just a few weeks ago when we hit 113. I know it is disappointing to see a dip after ER and the threat of tariffs and FUD about the market in general is valid, but I'm zooming out. Even if we are in a major correction/cooling period, this company has an excellent future.
\nsomeone finally says it,,,,, my goodness lol
\nThe entire day made absolutely no sense... and I've watched the markets a while.
\n\nDown nearly 8.5 percent.
\n\nFor no rational reason whatsoever, I mean none... unless this is panic selling.
\n\nI would have only been mildly surprised if it gained 8.5%.... that is how skewed things are.
\nI really think Trump doesn't like Jensen.\u00a0\nYou don't find it odd he talked tariffs right before earnings. They miraculously nvidia does well and right before up bam he does it again. Mind you it was up a decent amount at open. Almost like he is purposely trying to keep it down\u00a0
\nLook at smci man, that was brutal
\nAMD under 100, also brutal!
\nI know, i owned the stock at some point when it was in the 170s, crazy decline, but shows how the competition with nvidia was
\nWhats panda status?
\nflew back to china.
\nNVDA got down to $120.02 before market closed, it'll be interesting to see what happens Friday. Trump tariffs going into effect on several countries Tuesday, unless he changes his mind.
\nWhen is it gonna stop?!
\nAwesome, we are now back to June 5th 2024.
\nNot just NVDA but QQQ is back to July 2024. Basically the entire bullish second half of 2024 wiped out in Feb.
\nThis is why I hold 20% in cash. :) CSP's at 120 and 115 for 3/7, let's see how this pans out.
\nPoor AMD went below 100
\nwtf.
\n\ncrazy times.
\nIf this isnt panic selling I dont know what is.
\nIt's panic and algo's
\nHoly fuck the stock is down $10. What a world we live in
\nIt opened at 135.
\nlol it\u2019s down like $32 dipshit comments in here
\nSp500 just flipped negative for the year. This is the warning shot. Set a remind me bot on my comment if you want. This is only getting worse. This is not the macro for high beta high growth.
\n!remindme 3 months
\nWord \ud83e\udee1
\nI will be messaging you in 3 months on 2025-05-27 20:56:56 UTC to remind you of this link
\n\n2 OTHERS CLICKED THIS LINK to send a PM to also be reminded and to reduce spam.
\n\nParent commenter can delete this message to hide from others.
\n\nInfo | \nCustom | \nYour Reminders | \nFeedback | \n
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oh, I see today is earnings report day, aka "Dip Day", where you are guaranteed to get stock at a 5% discount rate, minimum!
\nDid you remember to free up some liquidity for today, Children?
Where did other people get in at?
\nI bought at 123, and then again at 122 :D
edit: oh, and a little bonus "i have non-round lot money left over" yolo buy at 121 :D :D :D
\nIt\u2019s bled 30% through two stellar earnings report. It has fallen $15 dollars after one of the best earnings. Tariffs, SP flipped negative YTD\u2026..What in the world are you smoking?
\nits done this for the last 3 earnings reports, I think?
\nAnd then it goes back up to 140 in 2-4 weeks?
there's no sane-investor reason for the stock to go down immediately after positive earnings.
\nTherefore, it is market manipulation. The big dogs KNOW it will recover if they tank the stock.
\n("Too big to fail" sound familiar?)
\nSo they tank the stock, buy up... and cash in the gains when it recovers.
I'll ride their coat-tails and take the free money thank you.
\nBlood bath. I think we all have a kink for red.
\nglad that 2 days ago i rolled out my 2/28 $130 CSPs
\n\nnow i got another month to agonize over this \ud83d\ude02
\nits that time of the year boys, its on mf saaale. shut up if you gon say "its been on sale for 8 months..."
\nYou will never admit it's a bear market
\nit is a bear market.... never said it wasnt.... but its gonna go up eventually if your plan is holding for long term,,, whatever you say i know ill be winning next year or the year after as tech develops over time and demand starts sky rocketing. the data shows itself, everything seems good, esp the earning as well. but tariff and macro/external factors are holding us + everyone down, which will not be forever. so do your research and sell/buy accordingly.
\nRight. I still own some too and will put the rest of my savings back on the ride again when trump stops destroying our economy and the global order but for now I'm glad I sold most before earnings because it seemed pretty apparent that the market is on a collision course.
\ngood stuff, good timing bro. either way, the lower it goes, i get to buy the dip, the higher it goes, my dough multiplies. so its all good. good luck brother
\npost whatever justification you think but at the end of the day, market makers dont care if a company posts strong guidance or earnings beat... and then you get a crazy wazzoooo who cant decide if its march 4 or april 2 on his tariffs. perfect storm for rugpull. but hey, 10yrs hold right? 5yrs ?
\nOf all days, strong guidance, beat earnings, smashed predictions and we get currently nearly -7%
Makes no sense.
\nMARKET MAKERS and Mainstream pulling the rug in the entire economy.
\n\nThey are still so pissed they lost the elections that they intend to punish all of us as revenge.
\n\nStand back and watch it happen.
\n\nBtw, regardless of party or your personal lean, this is what happens when too much power is concentrated with big money and special interests
\nJust shows that NVDA is not driven by fundamentals anymore
\nDeepseek and Good earning having same effect on the market? What kind of fuckery is this!!
\nTrump happened
\nat least eggs are cheaper no?
\n\nwait! whoaaaaa
\nindeed fuckery of the century.
\nAccording to Dieselcock, Nvidia is ready for a near term rally. Buy the dip folks
\nDieselcock fucked up last earnings
\nDieselcock?
\nSame username here on Reddit. Used to comment here regularly with pretty much spot on predictions. Unfortunately he only posts on his own blog now where you have to subscribe to.
\nWhats his blog?
\nCosts money tho
\n\nEdit: You can still take some guesses from the headlines.
\nIs this all because of mango man
\nUS of Mango
\n[deleted]
\nYou\u2019re a multimillionaire and you\u2019re investing in single stocks? Why? You could retire with safe investments.\u00a0
\nPrices are slowly starting to look attractive again.
\n\nJust like last time, getting ready to scoop that dip.
\n\nRemember to buy more, or just downvote as always if you don't want easy money. :D
\nThe problem I have is the tariff news for Tuesday. Doing anything before the market figures out those feelings is a dubious prospect
\nI agree. Buying now certainly beats buying at 130, but tomorrow is Friday, people are going to sell off till market close, and you'll probably get a better price tomorrow than today. it is possible the market drops more Monday until Trump comes to an agreement to pause, like what happened the first time Trump threatened tariffs. There is fear right now, but the fear can likely get worse tomorrow, and possibly also Monday.
\nI doubt the tariffs are pausing a second time since Trump says he wants them implemented\u00a0
\nWe are so down that the only option left is to buy more
\nwhat an insane drop
\nHoly hell this is brutal
\nDeepseek prices making comeback, Trump thought this was too expensive at 115$
\nAt this point, i think those who sell were those who bought in for the hype.
\nNVDA about to get kicked out of the 3T club.
\nCovNet about to get kicked out of the NVDA_Stock sub
\nAhaha, I was hoping I would be wrong so that I wouldn't feel bad about not buying some leveraged short etfs.
\nWell played! I shorted NVDA at the open :) Woohoo!
\nI think everyday this week, many tech and semi-stocks have rose during pre-market, only to dump at open. I sold NVDA at 135 right before the market opened. One way to look at 123 is it is a big bargain to the 140 it was recently, or you could look at it as it was 112 just a month ago, and the next earnings is in 3 months. The macro environment under Trump is very hostile to free trade and growth, and that needs to be factored in to valuations.
\nPlease use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
\n
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!