NVIDIA Corporation (NVDA) 銘柄情報

There's been some serious $NVDA flow today. Look at all the premium on these orders
By: Cheddar Flow | February 25, 2025

• There's been some serious $NVDA flow today

Look at all the premium on these orders .



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They're up over 21% in after hours so far hopefully bold well for Nvidia tomorrow maybe shore up the SP before earnings 

SMCI did report and is ascending in after hours trading. They reported the 10K and two 10Qs. They met their requirements to keep listed under Nasdaq

Investors Cautious on Nvidia (NVDA) Stock Before Earnings
By: Schaeffer's Investment Research | February 25, 2025

• Nvidia will announce fourth-quarter results after tomorrow's close

• The shares have inched into the red for the year

Nvidia Corp (NASDAQ:NVDA) is gearing up for its fourth-quarter report, due out after the close tomorrow, Feb. 26. NVDA typically has a strong earnings showing, closing six of its last eight post-earnings sessions higher, and yet it's still sliding ahead of the event, gathering plenty of attention from investors.

The stock's upward momentum has slowed over the past few months, with concerns swirling over China's artificial intelligence (AI) breakthroughs and the potential for slowing demand from key customers. Per Wolfe Research, this report is a "make or break" moment for the chip darling.

At last glance, NVDA was down 1.8% at $127.95. The shares are headed for their third-straight loss as they fall further from their Jan. 7 record high of $153.13. The tech stock added 171.2% in 2024, and 238.9% in 2023, but since the start of 2025, it is down 4%.



The options pits are pricing in a 15.2% post-earnings move this time around, regardless of direction. Over the last two years, the security has averaged a 9.2% next-day swing.

Nvidia is consistently a favorite amongst options traders, yesterday topping Schaeffer's Senior Quantitative Analyst Rocky White's list of stocks with the highest options volume in the past 10 days. So far today, 1.3 million calls and 1.2 million puts have been traded, with the most activity at the weekly 2/28 140-strike call.

These options are reasonably priced, too. NVDA's Schaeffer's Volatility Index (SVI) of 70% ranks in the low 19th percentile of its annual range, meaning options traders are pricing in low volatility expectations.

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NVDA WILL MISS NUMBERS BIG TIME!!!!!!!!!!!!!!!!! AND THERE WILL BE A BUNCH OF WORD SALAD JUMPING JACKS TO EXPLAIN WHY!!!!!!!!!!!!!!!!! MARKET IS ALREADY IN FULL ON DUMP MODE!!!!!!!!!!!!!!!!!!!!!!! TIME TO GET A 50 PERCENT HAIR CUT TO MAKE MARKETS GREAT AGAIN!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! MUAHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHAHHAHHHHHHHHHHHHHHHHAHAHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHAHAHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHAHHAHA!!!!!!!!!!!!!!!!!!!!

supermicro computer tonite and then ionq and nvda tomorrow nite. supermicro in the japan super computer for softbank/nvidia. ionq and nvidia cuda-q? japan and alibaba. the most advanced chips do the ai work outside the firewall and then allow the distillation to occur inside the firewall? that would seem allowed by current rules?

You're right it has nothing to do with what Nvidia is doing or not doing but it's more than just market conditions. It's perception, competition, Microsoft not following through with some of their new data centers. Microsoft was one of the biggest users of the GB200 NVL72 at $3M a pop. The total projected volume was cut in half. Nvidia also stopped development on the dual rack GB200 which they wanted to sell Microsoft. I believe one of the reasons given was thermal management. There's a lot happening in the market and companies are re-evaluating their needs and looking at lower cost solutions. Nvidia has been making strides in other areas outside of data centers but they've had or are having some issues. The big money is still in the data systems and the racks are high dollar and high profit. That doesn't mean, at this time the volume backlog will not be the same but will have to wait and see. So as far as Nvidia's SP it's more complicated than you explanation. The same thing that affects Nvidia SP will also affect others. But many of the mag 7 have some good alternative revenue sources and will be less affected.

Super Aggressive $NVDA Call Buyers ($20M+)
By: Cheddar Flow | February 25, 2025

• Super Aggressive $NVDA Call Buyers ($20M+)

These were all bought to open (Vol>OI + Increasing IV + Majority above the ask).



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$NVDA: Gave you this SWEET-GIFT yesterday.......................


And what do you know........... prem just moved from 1.85 yesterday at first mention to now $4.25 !!!!!!!!!!!!!!!!!!!!!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175851610


2x BAGGER babbbyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy


CHA CHINGGGGGGGGG.... wuz my name ?


GO $NVDA puts

Every Mag 7 stock is down this morning. Some quite a bit more than NVDA. Once again, the market doesn't like consumer sentiment, doesn't like tariffs, doesn't like curbs on exports to China. This has ZERO to do with NVDA fundamentals. This is market driven.

Doesn't make it any easier to witness, but it's not caused by anything NVDA is doing or not doing.

With the current large sell volume and negative pricing, I'd say this is a sell off. Therefore I'm not sure any type of bottom can be projected. I would expect this to continue over the next 2-3 weeks without some type of very positive news. Analysts hyping their estimates isn't going to offer much help. They've been wrong so far. Only one analyst hit the the SP high with accuracy. A few of the others are starting to move out their timing which isn't a good sign either. At some point there's a good buy in point but only on a short term basis.

$NVDS $25 + 5% still rules Take it as far down as possible before earnings $123 is a definite next support level. Some more timber to satisfy 
The Wall Street game 

When the cleanup is done the future is bright. You're currently looking at buying opportunities for Nvidia and others imho

I wouldn't call a low during one day a bottom. The after hours is sinking fast. Now down over $2 and still dropping. Could change prior to opening but doubtful.

That isn't what the last two Q's indicated. Even though they exceeded both revs and EPS estimates the SP dropped. The market expects what I believe to be a no win situation. There is no way the current or' most recent Q's can/could come up with what the market expects to see. We are not under the same situation that happened at the beginning of 2024. So you are partly right but the market expects more than meeting or slightly exceeding estimates. Most other companies such beats would have a positive effect on SP but not with Nvidia.

The unfolding chaos in the nation is becoming a serious threat to the health of the US Economy. A Bear market seems to be starting.

Nvidia's good ER can not be expected to cover larger political and economic serious challenges right now. Too many serious problems.

Let's hope you are right.

Whatever will be will be.

The future is not ours to see.

Chinese firms boost Nvidia H20 chip orders amid DeepSeek AI boom- Reuters
By: Investing.com | February 24, 2025

Chinese tech giants are significantly increasing orders for Nvidia’s H20 artificial intelligence chips, driven by soaring demand for DeepSeek’s low-cost AI models, Reuters reported on Tuesday citing sources familiar with the matter.

Tencent (HK:0700), Alibaba (HK:9988), and ByteDance have notably ramped up purchases of the H20 — a chip tailored for China to comply with U.S. export controls — as DeepSeek’s models gain traction globally, the Reuters report stated.

These companies, which also offer cloud computing services, are leveraging the chips both for internal needs and to support customers accessing AI tools, Reuters reported.

The surge extends beyond major tech firms. Smaller companies in healthcare and education are acquiring AI servers equipped with DeepSeek’s models and Nvidia’s H20 chips, a shift from previous trends where such high-powered systems were mainly used by financial and telecom firms, according to the report.

The H20 remains the primary chip Nvidia (NASDAQ:NVDA) is allowed to sell in China following tightened regulations in late 2023. Analysts estimate Nvidia shipped around 1 million H20 units in 2024, generating over $12 billion in revenue, the report said.

While concerns over potential further U.S. curbs loom, the report stated that DeepSeek’s rapid rise — not geopolitical tensions — is the key driver behind the surge in orders.

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Nice call. You nailed it!

The impact on PPS will be 98% driven by the earning report this Wednesday. It is what it is.

I doubt tomorrow will be any better than today. Also I don't expect much from Jensen regarding forward looking assessments. I don't think there will be any issues regarding analyst estimate but most likely not enough to make a difference in the downward trend. As far a Q1 goes, I think that will be a problem. Blackwell sales aren't going to be anywhere near what people think. But doubtful Jensen will have anything to say or if he does, will be sketchy.

$NVDA: $120 wkly puts for Friday are gonna PAY

Just killed it on $META puts last week.

$NVDA earnings on the way this week.................. not gonna be enough to hold it up.

Get positioned in $NVDA $120 wkly puts for this week and get paid.

Take your wife out to a REALLY nice romantic dinner to Del Friscos and order a Louis 13th and thank me while you're enjoying it.
And if you have a lil left over, hoook yo boy up with a full on iHUB subscription.

PEACE !!!!!!!!!!!

Good report, very objective, no BS, and to the point.

$NVDA has the most bearish flow today, sorted for premium
By: Cheddar Flow | February 24, 2025

• $NVDA has the most bearish flow today, sorted for premium.



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This article gives a good indication as to what is currently happening.
https://finance.yahoo.com/news/hedge-funds-exit-tech-media-132803179.html

As of today, Nvidia share price is still in High Pole Warning mode since 21-Feb-2025.

Not a good sign, imo. The message is negative from a technical perspective. BLTA

$NVDA $2.7 Million OTM Put (Highly Unusual) This expires next week and was executed at the ask
By: Cheddar Flow | February 24, 2025

• $NVDA $2.7M OTM Put (Highly Unusual)

This expires next week and was executed at the ask.



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Let Just say it will TRADE HIGHER than
what it is TRADING for today

Fri’s Big Selloff Appears Before NVDA’s Earnings Results Due Wed, With Stock Suffering Rejection In Jan At Nov High
By: Hedgopia | February 24, 2025

• Last Friday’s sudden selloff in equities speaks of heightened investor nerves. Amidst this, NVDA, the poster child of the AI revolution and the associated tech rally, reports this Wednesday; ahead of this, there are subtle signs of distribution. An adverse reaction to its results will reverberate through the stock market.



Friday’s sellers could be vindicated if Nvidia’s (NVDA) results draw an adverse reaction. The $3.3-trillion company – second only to Apple’s (AAPL) leading $3.7-trillion market cap – reports its January quarter on Wednesday.

NVDA is expected to bring home $0.85 in earnings per share, with the estimates remaining unchanged for at least the past three months. Its shares peaked three months ago at $152.88 on November 21. That high was unsuccessfully tested with a fresh high of $153.13 on January 7, with a massive reversal ending the session at $140.14. The subsequent selloff ended on the 3rd this month with a low of $113.01. Last Tuesday, the stock ticked $143.44 but finished the week lower 3.3 percent to $134.43. Tuesday’s high was rejected at a falling trendline from last November’s high (Chart 2).

This is taking place at a time when the 50-day ($134.56), which went sideways for five weeks before trending lower, seems to want to drop toward the 200-day at $125.82.

For the bulls, even if Wednesday’s results are received well, and the stock rallies, $153 likely offers strong resistance, as those that did not sell previously treat this as an opportunity to unload.

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Analyst reworks Nvidia stock price target with Q4 earnings on deck

https://www.msn.com/en-us/money/topstocks/analyst-reworks-nvidia-stock-price-target-with-q4-earnings-on-deck/ar-AA1zGAbH?ocid=msedgntp&pc=U531&cvid=47de2b16e8684e93a7613e277c74dcbe&ei=9

Mosesmann, who reiterated his buy rating and $220 price target on Nvidia stock in a note published Monday, expects a "modest beat and raise for Nvidia's January quarter and March quarter outlook versus consensus estimates."

LSEG data suggest analysts expect April-quarter revenue in the region of $41.75 billion, a tally that suggests a slower, but still impressive, 60% growth rate. Data-center sales are expected to rise 65% to $37.21 billion.

Nvidia is set up well for 2025 - Rosenblatt analyst
"We continue to view the setup in (calendar year 2025) positively for Nvidia, with a strong Blackwell ramp that is resilient to unit share losses to GPU and ASIC accelerator players," Mosesmann said.

"Nvidia's roadmap ([for] which we expect an update at GTC in March) is one of increasing value that is highly complex with multiple configurations," he added. GTC is Nvidia's Global Technology Conference in San Jose, Calif., March 17 to 21.

Nasdaq down pretty good, consumer confidence report out is driving it and the S&P lower. All the Mag 7 stocks are getting hit. NVDA (down 1.67%) is actually holding up well in comparison (while I write this at least). Tesla down 2.52%, META down 2,23%, AVGO down 2.73%.

This is all about the market drop and has ZERO to do with NVDA fundamentals.

It's got more to go. The news of Microsoft cutting back even though it was mentioned they are counting more on Chat with Stargate. (which I'm still not convinced it will actually happen), the news of MS cutting back threw another wrench into Nvidia.

Mision complete $131 bottom hit 

Microsoft has canceled some leases for data centers . Story states they may have more capacity than needed for AI.
https://www.yahoo.com/finance/news/microsoft-cancels-leases-ai-data-055952585.html

I only have a little over a million shares. I did purchase it at a higher price than it is now at an all time low. But it is a penny stock and right now $300.00 will get you 1mil shares It is too cheap for me to turn down with Nvda Dell in on it and could be the next penny runner. I haven't looked at HP for a while now so I'll go look at them. I don't know about the future Nvda always seems to be in on the future. If you want more info about Affu just ask anyone on that message board there a good bunch of people It's not a pumper/basher board.

$NVDA - After closing above the 20 week MA last week it closed the week below it this week. I expect a bullish reaction to earnings on Wednesday though I'm not sure it will be enough for a new all time high.
By: CyclesFan | February 23, 2025

• $NVDA - After closing above the 20 week MA last week it closed the week below it this week. I expect a bullish reaction to earnings on Wednesday though I'm not sure it will be enough for a new all time high.



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Did view the video. Interesting. How much AFFU stock do you have? I did read about Dell and that was interesting. Is it your feeling Dell along with HP are the future for Nvidia? I'm not sure how it will pan out in the long run. I do know I hate google Gemini for search.

Google is Nvda Corp involved in smart city projects with Dell tech and if your interested you can go to Affu message board and a person alias Old stocks posted a video of some of the development / construction going on. It's worth a look. NVDA will get stronger yet.

All I know from what was reported from sources (even Nvidia) demand for Blackwell in data centers was not near projections and they have a surplus which is now being used in their gaming cards. So the data centers are AI and the gaming cards are different applications. Now they are counting on Rubin for the data centers.

Never count Nvda out of anything. Nvda has a partnership with the Dell and Onemind tech for the smart city project called THE LINE NEOM in neom It's Massive. Look it up Nvda, Dell, and Affluence AFFU will soar.

Looks like the market expects further decline in Nvidia SP. Blackwell hasn't been the success everyone thought it would be. Now the analysts are saying wait for the GB300 Rubin. With Nvidia estimates are being pushed out. No they're talking more about 2026 for a recovery in SP.
https://finance.yahoo.com/news/nvidia-earnings-why-investors-should-brace-for-more-volatility-191357412.html

can they create cuprates on the old twister copper insitu? chatgpt says, "
Copper, in its pure form, is not a superconductor. Even at extremely low temperatures, it retains electrical resistance and does not exhibit superconducting properties. This is because copper lacks certain characteristics necessary for superconductivity, such as hole conductivity and appropriate electron pairing mechanisms.
PHYSICSFORUMS.COM

However, certain copper-oxide compounds, known as cuprates, do exhibit superconductivity at higher temperatures compared to traditional superconductors. These high-temperature superconductors, discovered in 1986, are ceramics composed of layers of copper and oxygen atoms. The superconducting behavior in these materials is believed to be driven by interactions between electrons and the magnetic fields of nearby atoms, leading to the formation of Cooper pairs that can move without resistance.
ENERGY.GOV
NEWS.CORNELL.EDU"

Regarding the magnetization of copper, applying a magnetic field to pure copper does not induce superconductivity. Superconductors inherently expel magnetic fields—a phenomenon known as the Meissner effect—whereas copper does not exhibit this behavior.
ANL.GOV

In summary, while pure copper is not a superconductor and magnetizing it does not confer superconducting properties, certain copper-based compounds, specifically cuprates, are known to be high-temperature superconductors due to their unique structural and electronic characteristics.

PsiQuantum to Build Giant Quantum Computers

Below is a article about Jensen talking about Deepseek . I actually watched the video on YouTube do a search Beyond Artificial it is over an hour long Jensen is at the end maybe 10 minutes or so 

https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-says-203600486.html

If you're talking about my posts, then you're the one whose never been right since june of 2024. You're batting zero. I post my sources and you post BS. Deepseek isn't the issue. Analysts missed on 2024 and so far they've been wrong on 2025. As a matter of fact one analyst has moved his target out to 2026. It's so obvious you do very little research. I've offered you a chance to make a bet. You and your sorry peanut gallery haven't been close on anything. Grow up and learn to read.

$NVDA $10.6 Million Calls Print
By: Cheddar Flow | February 21, 2025

• $NVDA & $IWM Bullish Prints.



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NVDA $135.16 Well you were warned ..pullback today $133.57 bottom and Monday stops at $131.14. 

Just a quick cleansing for now NVDS rules $22.64 +5.65% 

Nvidia share price High Pole Warning on 21-Feb-2025.
Right, it looks like a short setup. Given the political situation and the markets,
I think not much supports anything positive for share price no matter if ER is good.

I don’t know why you continue to highlight this guy. He’s been predicting an NVDA crash for months because of this or that.

The only thing that caused an actual large pull back was the DeepSeek news. And it’s just about fully recovered from that.

He’s been wrong on NVDA pretty much every time he predicts a big movement.

Guys a quack.

NVIDIA Breakdown Incoming?
By: Peter DiCarlo | February 21, 2025

• NVIDIA Breakdown Incoming?

I almost never trade puts—especially on a stock trending up—but $NVDA looks like a textbook short setup.

The weekly trend is still bullish, but every bounce keeps making lower highs & lower lows.

We’ve been watching $140 as the bearish smart money zone, and I wouldn’t be surprised if this is a trap.

Earnings are in a few days, so I’m staying out, but a retest of $110 wouldn’t shock me.



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I read a recent article which stated Nvidia's demand for Blackwell GB200 isn't reaching their expectations and they are using TSMC's capacity to scale up more for the gaming industry.