NVIDIA Corporation (NVDA) Options

Yeah, he’s pretty amusing. I just laugh when I see his posts.

NVDA has done pretty well. The DeepSeek crap came and NVDA took it and went back up into the $130’s. All while being in the quiet period and pretty much not uttering much of a peep.

All the doom and gloom posts about how the share price would “crash” have been proven wrong - once again. Yes, it went down but it bounced right back up again.

Now we have what will probably be a strong financial report being published on the 26th. I doubt that the share price will decrease after it is published. But you never really know - NVDA has smashed expectations before and not seen much of a rise is share price. Something tells me that won’t happen this time. We’ll have to see what happens.

lol

The peanut gallery speaks. Ignoring the obvious isn't going to make the stock climb. You post old and obsolete news over and over. DeepSeek isn't a threat in itself but what it can do. So continue to ignore new situations and brag about a stock which has done nothing as far as SP goes since June of 24. This is relative to you and the peanut gallery as you and yours are the poster kiddies from which Mark Twain had in mind
"Never argue with an idiot. They will drag you down to their level and beat you with experience.''

calls DeepSeek a 'disinformation machine'
Security researchers warned that DeepSeek's website had computer code that could send some user login information to a Chinese state-owned telecom company that has been barred from operating in the U.S.
In addition, independent researcher SemiAnalysis disputed claims that DeepSeek V3 incurs a training cost of roughly $6 million. It pegged the total server capital expenditure at $1.3 billion.

And NewsGuard branded the chatbot phenom a “disinformation machine” that failed to provide accurate information 83% of the time and frequently inserted Chinese government messaging into unrelated responses.
"NewsGuard’s analysis of how DeepSeek responds to prompts related to disinformation from China, Russia and Iran found that the chatbot repeated false claims even in response to neutral, straightforward queries," the group said.
Louis Navellier, chairman and founder of Navellier & Associates, said during a recent podcast that DeepSeek was announced during the NFC-AFC football playoffs “and that news took a bunch of stocks down premarket.”
“I guarantee your average trader is watching those football games,” he said. “It looks like it was done to just hit the market because the app's not working, to be honest with you. It's crashing the cloud constantly, so whatever narratives the short sellers are using are now over.”

I looked at two missing posts, plugged in the post number and saw his anti-NVDA posts. Yeah, I shouldn’t have responded but sometimes can’t help myself. I’ll mature someday…..just not today

You must have un-ignored this guy 

It’s amazing how gleeful you become when you think that you have unsettling news about NVDA. Did Jensen run over your dog? I don’t think I’ve ever seen a poster whose agenda is to cause FUD on every post. Hopefully you’re this motivated with more meaningful things in your life.

https://stocks.apple.com/AxWbKg-EdQmmskoRk4mxP2A

Meta in talks to acquire Furiosa. If that happens, Meta will make a lot of AI chips and not use as many Nvidia chips.
https://techcrunch.com/2025/02/12/meta-in-talks-to-acquire-ai-chip-firm-furiosaai-according-to-report/

One thing is uncertain. France mentioned spending over 1B Euros on AI programs. Then I see this article.
https://finance.yahoo.com/news/latest-news-ai-chips-amd-110746872.html
Also curious as to EU spending around 2B Euros on AI applications. So, does that come out to over 3B euros? Seems like AMD is planning on getting a decent portion of that money considering the shortage of GB parts. Nvidia does have limited supply and I see AI applications needing to utilize other sources than Nvidia to augment their development.

The Q&A from Super Micro earnings transcript was very good I suggest everyone read it if they want. Blackwell was mentioned all through it, what I got from it is this quarter they basically shipped B200 & GB200 servers, not the 36NVL & 72NVL racks. So I think most of the Blackwell upside this quarter from Nvidia will be what Nvidia sold themselves IMO

Arizona1 thanks for the private reply on the copy and paste it seems to work. I don't have the private reply service.

Quinn Bolton -- AnalystGot it. So, just waiting for the allocation, it sounds like is the gating factor. Got it. And then maybe just a follow-up, longer-term question, Charles, on this DeepSeek impact on the industry, certainly sounds like we'll get more deployment of AI models, which probably says we get more inferencing.To the extent that you see more inferencing infrastructure put in place, it's probably more fragmented. I assume that that's good for Super Micro because it's less concentrated, probably more variability of systems. But can you spend a second on whether you think a shift toward inferencing is positive for the business? Is it neutral? Is it negative?Charles Liang -- Chairman, President & Chief Executive OfficerYeah, it's very positive. When invention becomes more popular, becomes worldwide trend, right? I mean, before, I mean, they may have a 300 buyer basically. But with even getting popular, AI, getting popular, I believe, very soon, there will be thousands of companies need to buy AI equipment or service. So, we are very happy to see the market size is growing, and many more customers are asking product, asking a total solution.And with our application-optimized major Building Block Solution. We are able to service a variety of customers in different verticals. So, that's another advantage we will have.

Here is a question and answer from Super Micro earnings transcript. Hopefully my copy and paste works. 

Quinn Bolton -- AnalystThanks for taking my question. Just wanted to follow up on the GB200/NVL72 question. Just it sounds like you guys are ready to go, but the biggest gating factor is just support from NVIDIA, do you guys have a forecast from NVIDIA? When did you think you're going to start to see supply of the GPUs so that you can ship the NVL72 or is visibility still pretty low on the availability of the GPUs?Charles Liang -- Chairman, President & Chief Executive OfficerWe already proved pretty much everything. And now that's waiting for -- and we had some allocation, some volume. But the volume demand is way much bigger. So, we are waiting for more allocation.So, hopefully, very soon, we can ship in a much higher volume.

The short sale volume is creeping up thereby raising the average short volume sale. The stock is currently a trading stock and will make traders money. Longs at this point will have virtually no gains This has been the trend since June of 2024. Again more competition is entering the AI market at much lower costs. A number of the applications which Nvidia captured in the past will most likely transition to the lower cost solutions. The larger applications which require intensive training and computing power will stay (at this time with Nvidia). However, in the next 5 yrs, a number of those applications will be taken up by quantum computers taking away away the much higher profitable market which Nvidia now enjoys. After 2025, I would anticipate the Nvidia's GP to be under 70%. With the amount of money EU is planning to invest in AI, I have to believe they will have some of their own chips and systems. Might take 2 years but it will happen.

the quantum computer techs combined qubits applied to the same job are said to impart an improvement in qubit reliability. it would therefore be necessary to have an ip which allows collaborate work/entanglement of their work/platform/algo.........enter nvidia cuda-q. i think this is jensen's genius. of course you need nvidia to manage the collaborative efforts of the distributed quantum computers, supercomputers, asics, gpu, sensors, etc. a global network with off world assets as well/scalable and flexible and secure. usa has stargate, japan has their, china has alibaba, eu has theirs, each node can be a node of nodes for collaborative work as our world spins on it's axis. wags.

EU chief: The AI race is just beginning.

Building on the European AI Champions initiative, I’m glad to announce InvestAI 🇪🇺

We aim to mobilise €200 billion in AI investments in Europe ?

I don't understand when I copy and paste something it shows up to me but when I submit it's not there. What am I doing wrong frustrating. Anyway my last post said "EU sets out 200 billion for AI spending"

 

Nvidia will get a piece of the pie 

Another company who intends to develop chips to compete with Nvidia. There's too much money at stake. Granted Nvidia will maintain a strong position over the next 1-2 years but their potential revenues could decline along with their GP.
https://finance.yahoo.com/news/ai-chip-startup-positron-raises-161917664.html
More companies, I'm sure will jump into Nvidia's market.

cuda-q? the power of nvidia/jensen and his foresight? but then he's got access to the quantum pu's gpu's, asics, etc and data to do the sims and other stuff.
that is why nvidia is 4 trillion maybe sooner than anybody expected?could it be months away?

this am articles on google and softbank investing into quera, neutral atoms, but are they losing faith in other quantum ip , like ionq? but now i asked ai about hybrid quantum computing and so:
"You're absolutely right. A hybrid quantum computing approach, using different types of QPUs in the same environment, has the potential to significantly enhance qubit informational state and function. It's a very promising direction in quantum computing research. Here's a breakdown of why:

Advantages of a Hybrid Approach:

Leveraging Strengths: Different QPU technologies have different strengths. Some might excel at maintaining coherence (how long qubits retain their quantum properties), while others might be better at performing specific types of quantum operations or have a higher connectivity between qubits. A hybrid approach allows you to use the best tool for the job. For example:
Trapped Ions: Excellent coherence, but can be slower for some operations.
Superconducting Qubits: Faster gate speeds, but more susceptible to decoherence.
Photonic Qubits: Good for long-distance communication and some specialized algorithms.
Mitigating Weaknesses: Each QPU technology also has weaknesses. By combining them, you can potentially compensate for these limitations. For instance, if one type of qubit has low connectivity, you might use another type with higher connectivity to facilitate communication within the quantum circuit.
Fault Tolerance: A hybrid approach could be crucial for achieving fault-tolerant quantum computing. Different qubit types might have different error characteristics. By combining them, it might be possible to develop more robust error correction strategies.
Expanding Algorithm Capabilities: Some quantum algorithms are better suited to certain types of qubits. A hybrid system could allow researchers to explore a wider range of algorithms and potentially develop new ones that are tailored to the specific strengths of the combined QPUs.
Modular Design: A hybrid approach lends itself to a modular design. You can add or upgrade different QPUs as the technology advances, creating a more flexible and scalable quantum computing system.
Challenges of a Hybrid Approach:

Interfacing Different Technologies: One of the biggest challenges is developing efficient interfaces between different QPU types. You need to be able to transfer quantum information reliably between them, which can be technically complex.
Control and Orchestration: Managing and controlling a hybrid system with multiple QPU technologies is a significant engineering challenge. You need sophisticated control systems to coordinate the operations of the different QPUs.
Error Correction: Developing error correction strategies for a hybrid system can be more complex than for a single-technology system.
Cost and Complexity: Building and maintaining a hybrid quantum computing system is likely to be more expensive and complex than building a single-technology system.
Examples of Hybrid Approaches:

Combining Trapped Ions and Superconducting Qubits: This combination could leverage the high coherence of trapped ions with the fast gate speeds of superconducting qubits.
Integrating Photonic Qubits for Communication: Photonic qubits could be used to connect different quantum processors, enabling the creation of larger, distributed quantum computers.
In summary:

The hybrid quantum computing approach is a promising path toward building more powerful and versatile quantum computers. While there are significant challenges to overcome, the potential benefits in terms of enhanced qubit performance and expanded algorithm capabilities make it a very active area of research. It's likely that future quantum computers will incorporate elements of multiple QPU technologies to achieve their full potential."

Another company which has been listed in the past is gaining traction and investment.
https://finance.yahoo.com/news/saudi-arabia-just-poured-1-190048311.html
Here is their website:
https://groq.com/
Currently Nvidia has an 80% market share in AI but that will diminish over the next 2=3 years as more competitors come on board and especially in 5-7 years when quantum comes on strong. I see this as Nvidia's last big year.

super micro computer says it's all go . so we assume no heating issues. also, nvidia has a recent patent for rack cooling.

No I'm not worried about it I was just wondering what you thought about it, do I think there is something on over heating. Probably something but at this point there is a correction. I don't think we will hear anything about it at earnings 

The HEAT is ON NVDA....Got to luv it.......
The DEEKSEEK BS could not SINK NVDA
Let see what else TRADERS will come up with next

“May be making the change to address heating issues”.
“We believe this decision was made as Nvidia needed to prioritize its resources to ensure a smooth generational transition to a system that we have heard has been struggling with overheating issues,"

May be….. We believe. Just suppositions, nothing more. Has to be the users fault that they don’t want to use our product

No. This is just yet another secondhand rumor that there is one. I got the story alert from ML and posted it. I thought it was interesting.

We only have another couple of weeks to see the Blackwell sales. Let's see what it brings.

Why? Are you worried about it?

$NVDA Feed Just Got Super Bullish
By: Cheddar Flow | February 10, 2025

• $NVDA Feed Just Got Super Bullish.



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So Jet by posting this article are you acknowledging there is a heating issue?

Why Marc Chaikin keeps on and on those negative ads against Nvidia?

Stocks are for trading and the scene will change as usual. But, he keeps on repeating the same stuff!

I've had it enough!

how to use quantum/ai supercomputer........manage a tokamak reactor to make plasma from mining substrates and then use electrolysis to separate the desired metals sequentially, including gold, silver, al, iron for steel, copper, etc? if the alcoa elysis process/electrode ip is used, it's patented and uses no carbon and produces o2 instead of co2. the reason this would work where previous trials failed is electromagnetic plasma confinement developed for fusion reactor work, wags.
ever see gold rush and parker's trail? if this could be done within a money making margins and better, no more taxes need to be collected. it'd be like the citizens of the state of alaska enjoy? and then some. but you could live in az/nv/fld/ca/txs/or wherever you desired.

liberal media's are all complaining about the potential inflation usa will experience, but no one is mentioning the potential gain from developing the ip which can be used to make purer aluminum/iron/steel/etc. metamaterils and quantum effects and advancement from the integration of classical and quantum physics.

but what about the 2-21 s runiing even and sometimes ahead of 2 14

Investment Alert
News Story for NVIDIA Corp
Semtech Stock Sinks After Nvidia Configuration Change
Dow Jones Newswires February 10, 2025 01:55:00 PM ET


Shares of Semtech are on track for their worst day in decades after a change at Nvidia that prompted the company to reduce its guidance.

The stock dropped 31% to $37.67 in the morning trading session, putting it on pace for its biggest single-day decrease since 1986.

The chipmaker said after the bell on Friday that it expects sales of its CopperEdge products, used in active copper cables, to be lower than the $50 million floor it previously targeted for fiscal 2026 based on feedback from a major customer.

Benchmark analyst Cody Acree said that customer is Nvidia, which is likely pulling back support for a server rack configuration that used Semtech's cable products. Nvidia is coming out with a new processing unit and may be making the change to address heating issues, he said.

"We believe this decision was made as Nvidia needed to prioritize its resources to ensure a smooth generational transition to a system that we have heard has been struggling with overheating issues," Acree said in a research note.

While this reduces the total addressable market for Semtech's active copper cable-based designs, Nvidia is still ramping its current GPU with servers that use the active copper cables, he said. And Meta Platforms continues to use the configuration that requires the cables, the analyst said. He maintains a buy rating on the stock.

"While today's announcement is disappointing, we don't believe it is as devastating to the company's business as initially indicated in the soft after-market trading," Acree said on Friday.

93% dominance in the cloud. REMARKABLE!!!

I believe this earnings is going to be different than past. They will beat and next quarter guidance will be higher than street. Fiscal '25 is already in the bag I think Jensen will lay the groundwork for Fiscal '26 as still robust spending on AI infrastructure. Deepseek did longs a favor now were setup for price share growth. IMO

NVDA
The practical implications are that if you want to host a basic website for instance, you can sign up for a Cloudflare (NET) account, pay for the domain registration fees, and then connect to your Github repository. This repository would host all your website files, served at blazingly fast speeds, with no database request overhead or security risks that come from managing your own hardware. This approach, in addition to being more secure and more cost-effective to traditional web hosting for some applications, is also highly scalable as users pay for their usage.

As DeepSeek has shown, the cost of running AI models can be reduced dramatically, as more companies can now experiment with and deploy AI models without being held back by prohibitive capital outlays. Nvidia's DGX cloud dovetails with this emergence by further abstracting away the hardware complexities.

Although Nvidia has an established dominance in hardware, it also has an overwhelming presence in the cloud. 93% of GPU-accelerated instances are powered by Nvidia hardware. The main cause for Nvidia's dominance in this area is that cloud service providers such as Microsoft (MSFT) Azure and Google Cloud (GOOG) offer Nvidia-powered instances.

$NVDA $1+ Million Super Aggressive Call Prints...
By: Cheddar Flow | February 10, 2025

• $NVDA $1M+ Super Aggressive Call Prints (Highly Unusual)

These expire at the end of the week and were executed above the ask.



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strange on calls 2-14 1.40 and 2 21 1.45 trading at the same price

The Daily is looking good based on MACD and Histogram.
The Weekly attempting to level and looks like preparing for an upturn.
Share price still in Breakout mode. We shall see. GLTA

Looking at the 10 day hourly chart shows that buying pushed the price and OBV higher.

Not bad for a MULTI TRILLION DOLLAR MC......

I guess the DEEPSEEK PANIC has faded.
NOW back to REALITY.....
What PPS will NVDA be by EOY?
More OR Less then $134.00?
I say MORE......

Looks like Microsoft is cutting a part of their future dependence on Nvidia.
https://finance.yahoo.com/news/openai-joins-forces-tsmc-build-160558025.html

Benchmark Adjusts Price Target on NVIDIA to $195 From $190, Maintains Buy Rating
09:55:26 AM ET, 02/10/2025 - MT Newswires
09:55 AM EST, 02/10/2025 (MT Newswires) -- NVIDIA (NVDA) has an average rating of buy and mean price target of $174.75, according to analysts polled by FactSet.

(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)

Price: 134.03, Change: +4.19, Percent Change: +3.22

$NVDA Book Value Per Share (mrq) $1.74

Irrelevant. That debt can easily be paid off by NVDA. They are likely to exceed $30B in revs in the 4th quarter alone!

NVDA's cash position alone could pay most of that debt off tomorrow.

You'll have to do much better to trash NVDA.

$NVDA Total Debt (mrq) $10.01B

The last time Peter DiCarlo started talking about a drop in NVDA due to the "BX" indicator was last late November.

The drop he predicted then never did materialize. Yes, the stock is some $10 lower now, than it was at the time of his November prediction. But it only dropped to that level after the DeepSeek crappola happened in January. Until then, the stock was actually a bit up and reached it's all-time highs during that period.

I don't think DiCarlo's ramblings about the "BX" indicator are worth much.

And I do think that the NVDA stock price movement will be choppy from here, on out to the earnings release on the 26th.

$NVDA’s monthly BX is red, signaling a potential pullback before another run...
By: Peter DiCarlo | February 9, 2025

• $NVDA Update – Hope I’m Wrong… But

$NVDA’s monthly BX is red, signaling a potential pullback before another run.

Not shorting this, but there’s a clear lack of monthly buying pressure.

If this setup plays out, price could pull back to monthly market bias (~$100).

For now, I’ll keep watching the weekly chart over the next few months before deciding when to time a long position.

Let’s see how this plays out.



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NVDU is a cool way to bull leverage (2x) NVDA.