Nvidia CDR (NVDA) 銘柄情報

OMG! More supposition based on opinion!

The Rubin will have it's issues. The die size has increased significantly. Wafers are round and dies are either sq. or rectangular. Therefore lower yields/wafer. Wafers are expensive and were, just recently in short supply.

You have ZERO evidence of what Rubin will ACTUALLY BE, in the end! The chip has pretty much only been mentioned by NVidia!

Good Lord....why don't you grasp at a few more straws!

I don't throw things out there like you (obviously) do. I wait for the ACTUAL PRODUCT to come out.

Yes. Time WILL tell.... and HAS told. Face it. You have not been proven correct about ANY of your "theories" regarding Blackwell (to date). I don't believe you will be, either.

And your theories about a chip that likely has seen very few prototype versions (Rubin) are very presumptive. Theories that probably doesn't even have a basis in reality.

Multiple one track negative postings are boring. Mix it up a little.

Look at the trends. AI in general may be growing but more and more competition. I don't marry a stock. There's a lot of doubt showing up' regarding Nvidia. I could name the issues but have already stated them which you tend to ignore. The Rubin will have it's issues. The die size has increased significantly. Wafers are round and dies are either sq. or rectangular. Therefore lower yields/wafer. Wafers are expensive and were, just recently in short supply. There are only a few companies able to make large wafers with the purity necessary to make dies utilizing 2-3 nm technology. Nvidia's gross profit margins will need to come down. But you believe what you want to. Time will tell.

Bravo…end of year sell off….just like every end of year.

You are SO FOS.

This has absolutely NOTHING to do with Nvidia! The entire sector is depressed. All the Mag7 stocks are down sharply - Apple -0.6%, Nvidia -0.8%, Microsoft -0.4%, Alphabet -0.4%, Amazon -0.7% Meta Platforms -0.6%, Tesla -1.7% - all down in premarket trading.

You keep pulling these stock price figures out of the blue, but they have little meaning. They are based on NOTHING but opinion. NVDA could just as easily have good news about Blackwell sales in the coming weeks and go shooting up.

Go throw some of your shade on some other stock.

More and more articles are coming out regarding Nvidia. Unfortunately they seem to be more negative. Nvidia isn't the only target but AI companies in general. The fact that 2025 is supposed to be a good year for Nvidia stock is becoming less apparent. I see companies who majority of income based on AI becoming more volatile. I'm having serious doubts Nvidia will even achieve 150 again in 2025.
Just another article to consider: https://www.yahoo.com/finance/news/analyst-says-nvidia-nvda-likely-142623132.html

Won't help. Monday looks like another red day. Should see 120's in January. Doubtful this will see 150 again, if at all, for at least 6 months.

Nvidia on 60 minutes tonight 

$NVDA - Potentially made a weekly cycle low last week on week 19 of the weekly cycle...
By: CyclesFan | December 29, 2024

• $NVDA - Potentially made a weekly cycle low last week on week 19 of the weekly cycle. The small up week this week wasn't enough to confirm last week's low. The low will be confirmed only if there's a bullish crossover on the True Strength Indicator.



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DiscoverGold

Is NVDA going up or down under trump?

It was actually the first two which referenced the same person. The last one was a totally different person and a different topic. However, in previous posts I suggested one listed to the Q3 conference from Nvidia and then listen to the Q4 from Broadcom. There is a big difference in the information presented. The reason I suggested that was to show how forward looking information can make a big difference in perception. In looking at just the Q's Nvidia had as good as if not better performance than Broadcom, Broadcom's debt was greater than cash on hand whereas Nvidia had more cash than debt. Some other comparison's Nvidia has approximately 4x's the number of shares outstanding vs Broadcom. Based on that Brioadcomo has done a better job with buyback and dividends but I didn't look at the forward splits. I would assume Nvidia gave out more shares during their splits. So why did Broadcom do so well after their Q vs Nvidia? Again look/listen to the Q conference. I've always felt and will continue to feel it's more important to know why a stock drops vs why it goes up especially when one is long on the stock.

$NVDA bulls have been happily paying 50x earnings for over a year...
By: TrendSpider | December 28, 2024

• $NVDA bulls have been happily paying 50x earnings for over a year...

Is this another opportunity to get on board?



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DiscoverGold

Interesting.

The first article you reference is a hit piece on NVDA, using Friday's price decline as the focus. Looking at the stock market as a whole on Friday reveals that just about EVERY stock went down in a very broad retreat.

The last two articles you reference are same article, put out by two different sources! They are penned by the very same author (VIDYA RAMAKRISHNAN) with the very same date and time stamp (Fri, December 27, 2024 at 12:07 PM EST 11 min read) and both highlighted originally by Investors Business Daily.

Also? The article by Vidya Ramakrishnan is filled with telltale buzz words and phrases about the competitors of NVDA AI hardware. Words like "are developing", or "are designing".

Broadcom competes with Nvidia in data center AI networking gear and indicated that two large customers were developing their own next-generation AI processors using Broadcom's chips. Broadcom is also designing an AI chip for Apple

Great that these companies are possibly developing cheaper alternatives to hardware. But cheaper does not necessarily mean better. Usually it's quite the opposite.

And again, most of these alternatives are STILL IN DELVELOPMENT and probably at least a year or two away from production. They are unlikely to affect the production and sale of Blackwell, which is coming onto the market NOW!

Rubin will likely take the stage in just a few days at the CES. This NVDA chip is an advancement over Blackwell, supposedly faster AND using less power to operate. And lets face it - NVDA is likely well into the design of the next generation chip AFTER Rubin. I doubt Jensen and NVDA are simply sitting on the thumbs in the R&D department.

The 3 articles below are good reading. They aren't totally negative but do indicate challenges for Nvidia and the market is changing. I think companies interested in and using AI are getting a lot smarter as to the needs and cost.
https://www.investors.com/research/nvidia-nvda-stock-december-2024/?src=A00220
https://finance.yahoo.com/m/dc591aa5-8656-399f-a2b0-90fb4c8c329e/nvidia-can-t-hold-key-level.html
https://finance.yahoo.com/news/nvidia-stock-drops-3-4-160419154.html

Waiting for 200 break in 2025

Very Active $NVDA Flow This Morning
By: Cheddar Flow | December 27, 2024

• Very Active $NVDA Flow This Morning.



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DiscoverGold

Ok, now here's an article on the Yahoo Nvidia stock page.
https://finance.yahoo.com/news/nvidia-could-skyrocket-800-2030-102828659.html
I hope people don't site this analyst as a reason.

I read that earlier it is a good article 

$NVDA $10+ Million Call Selling...
By: Cheddar Flow | December 26, 2024

• $NVDA $10M+ Call Selling

Even though half the prints were executed at/above the ask, the IV dropped on each order (a sign of net selling)

This whale is closing a large position.





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DiscoverGold

An excellent article about Nvidia:

https://www.msn.com/en-us/money/markets/nvidia-sees-remarkable-influx-of-retail-investor-dollars-as-traders-flock-to-ai-darling/ar-AA1wtwmj?ocid=msedgntp&pc=U531&cvid=964fdeda9f9c4bb5bfea2944481d88d3&ei=11

$NVDA BX must remain green this week while we take out $140 If not, the next leg down will happen
By: Peter DiCarlo | December 26, 2024

• $NVDA BX must remain green this week while we take out $140

If not, the next leg down will happen.



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DiscoverGold

$NVDA Top Bearish Flow – Open...
By: Peter DiCarlo | December 26, 2024

• Top Bearish Flow – Open

TSLA – $22.78M
NVDA – $11.11M
AAPL – $3.75M
META – $1.33M
MSTR – $1.23M



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DiscoverGold

An excellent article regarding Nvidia in comparison with Broadcom.
https://finance.yahoo.com/news/broadcom-avgo-biggest-winner-nvidia-151500366.html

cuda-q is networking of all known and future distributed computing assets employed or considered in the architecture. how to make it like the assets sitting next to you? northwestern univ showing quantum teleportation over 30km...they say first you obtain entanglement and then you get the teleportation. that sounds like the holy grail of the quantum networking...the creator sends the invitation to the desired or requesting user/data center and the client installs the entanglement which then allows the teleportation.....wasn't that supposed to be decades away? and they say what allows the use of ordinary public use fiberoptic channels is special frequencies of messaging?

Sold most of my puts on that dip as the chart is looking bullish.

https://www.yahoo.com/finance/news/elon-musks-xai-raises-6-105243107.html

From that same article:

The startup highlighted its progress since May in its blog post, including its launch of Colossus — the world's largest AI supercomputer powered by 100,000 Nvidia Hopper GPUs, which xAI plans to double in size to 200,000 chips soon.

xAI also released version two of Grok, an application programming interface (API) for developers to build on its platform, its Aurora image generation model for Grok, and Grok on X.

From an article about Musk raising $6 billion in funding for his Xai company:

Musk was likely underscoring the vast amount of processing power needed to train and run AI models, which has fueled enormous demand for microchips and underpinned a roughly eightfold rise in Nvidia stock since the start of 2023.

xAI, founded in March last year, raised $6 billion at a post-money valuation of $24 billion in its Series B round in May. The Wall Street Journal reported in late November that it had raised a further $5 billion at a $50 billion valuation. It appears xAI ultimately raised a bigger round of $6 billion, but the valuation wasn't disclosed.

The following is an interesting read. It basically states in the near term Nvidia will not have as good of a market due to a number of things such as competition like ASICS. However, it also states as time goes on and more of the market develops, their numbers will increase at a higher rate than alternatives.
https://finance.yahoo.com/news/could-broadcoms-latest-earnings-report-110000528.html

If there are any gamers here:
NVIDIA GeForce RTX 5090 PCB leak reveals massive GB202 GPU package

https://videocardz.com/newz/nvidia-geforce-rtx-5090-pcb-leak-reveals-massive-gb202-gpu-package

apple schism with nvidia might be more of an and/or thing. ai on device or off device. given quantum processing will be more likely off device and supercomputers same, apple might make their own on device ai chips but will still rely on networking ip of nvidia for the more robust requirements, including collaborative work?

Vectorvest Report/Analysis:

INDUSTRY GRAPH (3 months)

VECTORVEST SUMMARY
NVDA is currently undervalued, has well above average safety, and is currently rated a Hold.

RECOMMENDATION
NVDA is currently rated a Hold.


VALUE
Current Price: $140.22
Current Value: $157.79


SAFETY

EXCELLENT


TIMING

GOOD


OVERALL RATING

EXCELLENT


UPSIDE POTENTIAL

Just checked my chart belatedly and am surprised:

Nvda share price had a Double Top Breakout on 23-Dec-2024. Surprise, surprise.

I guess I got bored of checking again and again... feeling the share price got stuck in a rut.

Let us see if this could develop into an uptrend for a change... breaking the $153 resistance?

Let's hear if anybody seeing something positive?

Happy Holidays

No idea. The first article I read was in 2022 as far as strained relationships. Then there was an artiicle about Apple and Nvidia doing something but the author stated it most likely happen. I don't know if the author in the link I indicated is just rehashing old news.

Wow. That was a fast flip, eh? Just a week ago, Apple posted this on their Machine Learning blog:

https://machinelearning.apple.com/research/redrafter-nvidia-tensorrt-llm

Think they changed that fast? Think the "Apple Insider" might have jumped the gun a bit???

Looks like Apple is severing ties with Nvidia. See what effect it has on stock through rest of year. I'm sure it will be in another report after first of year.
https://appleinsider.com/articles/24/12/24/apples-bad-blood-with-nvidia-continues-after-decades-of-fighting
This isn't the first time I've seen an article like this. Started back in 2020. So is this old news or finality since Apple's relationship with Broadcom and it's finally over with Nvidia?

I believe it's more than that. This has been going on for some time now.

Means little. It's Xmas eve day. Volume is light and probably will remain so until after the new year begins. That's the norm anyway.

I find it very interesting traders keeping this under 140.

$NVDA Must take out $145 in order to confirm this as the bottom...
By: Peter DiCarlo | December 24, 2024

• $NVDA Must take out $145 in order to confirm this as the bottom.

If that happens, we rally up to $170 in Q1

If we reject and this is a trap, price will sell off to $120.

THAT will then be the confirmed bottom before the next move up to $170 in Q2



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DiscoverGold

Exciting end of the day battle. Where does NVDA close?!? Above or below 50DMA...I think above as it looks like it wants to run up but who knows...
Edit add...Higher it is...

Like telling children
If ICE CREAM has BONES, DON'T EAT IT......

Sage Advice…..

Warren Buffett's Timeless Advice: 'If You're Gonna Do Dumb Things Because Your Stock Goes Down, You Shouldn't Own A Stock At All'

https://finance.yahoo.com/news/warren-buffetts-timeless-advice-youre-234314988.html

NVDA Top Bullish Flow – Close
By: Peter DiCarlo | December 23, 2024

• Top Bullish Flow – Close

NVDA – $50.04M
FSLR – $10.64M
AMGN – $10M
JNJ – $9M
AVGO – $8.84M



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DiscoverGold

I believe my comment is the same as yours.

Issues facing Nvidia 'short-term', stock at attractive valuation

$NVDA Large $4+ Million OTM Calls
By: Cheddar Flow | December 23, 2024

• $NVDA Large $4M+ OTM Calls

This strike/expiration has a high OI



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DiscoverGold

$NVDA Top Bullish Flow – Open
By: Peter DiCarlo | December 23, 2024

• Top Bullish Flow – Open

LLY – $9.09M
NVDA – $5.23M
AVGO – $4.03M
FSLR – $3.92M
MU – $3.3M



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DiscoverGold

A must listen interview with Vivek Arya a BoA analyst. His feeling is Nvidia does have some short term issues which he thinks should be resolved in 2-3 months concerning Blackwell chips.
https://finance.yahoo.com/news/nvidia-stock-is-in-a-soul-searching-moment-140740347.htm
This might be part of the current issue with the stock price.

NVDA $150 incoming soon. Also watch IONQ and QMCO. SPY. JMHO