NVIDIA Corporation (NVDA) Options

minio3 released by openai....the battle for nvidia minisupercomputer ai's is on. 8 patents allow multiple chat apps/generative ai's in an app with programmable apis, they say.

NVDA Nice pullback coming strongest support at $95.75 to $101.1.
Riding NVDS down to $100 gradually 

I think your concern is unwarranted.

There’s plenty of leadership and the AI picture hasn’t completely changed just because one Chinese company has made claims that (at this point) are not entirely proven.

AI future is still bright.

I see the direction of the political/economic news this weekend as one of international import. Not a positive picture.

No more US world leadership like it used to be.

I am aware and trying to be ready for the likelihood that stock markets may reflect/react of what is happening in the US and internationally, as a real challenge . The world now seems to be facing a tough international economic challenge with no leadership.

The unfolding picture is not looking positive for all, let alone for AI technology, at this time.

I won't be surprised if the world and US stock markets reflect to it negatively, in response.

Just a concern on my part. What are your thoughts and views. TIA

Peace & GLTA

risc-v is open source...deepseek said they used open source. did they use nvidia open source gpu/asic for the distillation? so did openai and nvidia already know what was going on?

me: deepseek said they used open source, so did they use nvidia open source gpu/asic's along with the ptx programming and mixture of experts, which sounds like 8x8 enterprise ai /agents ip and nvidia?
it could be a huge pr deal for nvidia''s new desktop supercomputer in april?

deepseeks seems to have used other nvidia ip besides the gpu hardware. "did deepseek use risc-v gpu for it's llm? distillation might be considered a natural extension/evolution of a llm, but they need to make sure they maintain control of the model data/libraries and get paid appropriately?
gemini ai says, "

DeepSeek's recent advancements in large language models (LLMs) do not appear to directly involve RISC-V GPUs. Their primary innovation lies in their efficient training methods and model architecture, not the underlying hardware.

Here's a breakdown of what we know about DeepSeek's technology:

Mixture-of-Experts (MoE) Model: DeepSeek utilizes a Mixture-of-Experts (MoE) architecture for its LLMs. This involves breaking down the model into smaller, specialized "expert" networks that handle different aspects of the task. This approach allows for greater efficiency and scalability compared to traditional monolithic models.  
Efficient Training: DeepSeek has demonstrated impressive efficiency in training its LLMs, achieving comparable performance to leading models like GPT-4 while using significantly less computational resources and training time. This is attributed to their innovative training methods and optimizations.  
PTX Programming: DeepSeek's models are programmed using PTX, a low-level parallel thread execution language developed by NVIDIA. This allows for direct control over GPU operations and further optimization of performance.  
No Mention of RISC-V: There is no public information or announcements suggesting that DeepSeek is using RISC-V GPUs for its LLMs. Their focus seems to be on software and algorithmic optimizations rather than specific hardware platforms.
Potential Future for RISC-V in LLMs:

Open and Customizable: RISC-V's open and customizable nature makes it an attractive option for future AI hardware development. It could potentially enable the creation of specialized AI chips optimized for specific LLM architectures or tasks.  
Growing Ecosystem: The RISC-V ecosystem is rapidly growing, with more companies and research institutions exploring its potential for AI applications.  
Future Collaboration: It's possible that DeepSeek might explore using RISC-V GPUs or collaborating with RISC-V hardware developers in the future to further enhance the performance and efficiency of its LLMs.
Key takeaway:

DeepSeek's current advancements in LLMs are primarily driven by software and algorithmic innovations, not the use of RISC-V GPUs. However, the potential for RISC-V to play a role in future AI hardware development, including for LLMs, is significant, and we might see closer ties between DeepSeek and the RISC-V ecosystem in the years to come.



Sources and related content"
might be they transformed nvidia to opensource as well? for function or for cover of their activities?

$NVDA monthly chart tells the story—multiple upper wicks signal relentless selling and stiff resistance...
By: TrendSpider | February 1, 2025

• $NVDA monthly chart tells the story—multiple upper wicks signal relentless selling and stiff resistance.

This month’s earnings must be the difference maker.



Read Full Story »»»

DiscoverGold

Watched video. Interesting. Is it accurate or not? No one knows at this point. Supposedly from an article I read, DeepSeek has been at this for a number of years (I believe 10 was mentioned). So if that is the case, what was the actual cost leading up to their claim. I'm sure there will be more comments on DeepSeek especially with all the downloads in Iphone and Samsung Android. But those downloads have minimal abilities but may satisfy the user's interests and expectations. The cell phone market is huge and offers a lot of potential revenue especially from the 3 largest cell phone manufacturers (I'm including Huawei as part of the big three and assume they will also offer the download). Just wondering if Nvidia will consider that market. The cell phone is more than a phone and basically a computer with some very good computer capabilities today. I expect something will come out soon on DeepSeek true cost and capabilities sooner than later only because of the attention given. Is this DeepSeek to good to be true? I haven't seen or heard of any actual testing which was negative and most articles have given a positive slant on DeepSeek.

Not that I'm a Jim Cramer fan - not at all. But he does bring up good points. I think it's just another stab at NVDA.

https://www.msn.com/en-us/money/other/jim-cramer-on-the-impact-of-deepseek-on-nvidia/vi-AA1ydbK7?ocid=msedgntp&pc=U531&cvid=d7205443b0284875aef1d271a669c6a5&ei=24

Wall Street analyst Dan Ives says Apple and Nvidia will get an exemption from any of Trump's tariffs.

Another article which is interesting to read:
https://finance.yahoo.com/news/semtech-corporation-smtc-powering-nvidia-015948475.html

Regarding the claims regarding the insufficient funding, Trump said that he doesn’t know but he hopes that they do.
“I don’t know if they do, but you know, they’re putting up the money. The government’s not putting up anything, they’re putting up money. They’re very rich people, so I hope they do”.

That's a strange comment from Trump considering his support for the program.

People and their charts. How accurate have those charts been? They're worthless. Look at the price. Trump even stated Deep Seek was a good thing because it was a savings to do the same thing as more expensive. In the last fireside chat between it was all about Meta and Llama. There was one Nvidia product brought up and that was H100. There was nothing about B200 or Rubin. How many articles lately which indicates companies switching to Blackwell? Think about this. China is 11% of Nvidia's business. That's a lot. Posters on this board say it's inconsequential. Do the may and see how much Nvidia's revenues will be affected if further embargo's are placed on more of Nvidia's chips. I havent seen or heard much of anything lately relating to adoption of Blackwell by additional companies. Most of the latest is about their gaming devices like the 5080 and 5090. I could go on but you need to do some serious research on your own and make up your mind as to whether you stay in or dump.

Obviously something happened since the morning.

Chart is based on what happened already, in the past. But life goes on and the future unfolds as we see, as things change. Guesses base on what happened in the recent past, in case you didn't know that.

May be it was the meeting of Jensen with Trump that may have caused it?

The share price was based on thing that happened before and they are always subject to what happens after. We shall know more about it tomorrow, hopefully.

The future has a mind of its own. Chart projections are guesses based on the past. All and everything is subject of what unfolds as things change and depends how impactful a change it is.

I was surprised as well. But, I listen what the market is doing and trying to convey to us.

We shall see what comes and unfolds ahead and in due time.

What is your understanding?

Did you think events follow what the chart/methodology guesses is always a certainty?

Take care, cheers & GLTY

 
Near term accumulation? Now 7:25 pm Friday evening, volume was >350 million, NVDA shares down > $4 for the day. Where is the double-top breakout?

Today was another big sell off for Nvidia.
Today's Short Volume is 103,672,910, which is 54.77% of today's total reported volume.
Over the past 30 days, the average Short Volume has been 47.88%.
The short sale volume has been rising over the last 50 days. Again a negative sign.

So far it hasn't seemed good for Nvidia. Stock continues to slide. I believe that's all you will hear. Next we'll see if there are more restrictions on Nvidia. Each additional restriction means less revs.

Jensen good meeting with Trump according to the President

From ABC News
https://abcnews.go.com/Technology/wireStory/president-trump-meet-nvidia-ceo-jensen-huang-white-118320967
The Republican president is banking on AI to foster economic growth and draw hundreds of billions of dollars in investments, but he also saw the performance of China’s DeepSeek AI technology as a sign that the technology can be developed more cheaply.
Speaking Monday to House Republicans in Miami, Trump called the DeepSeek news “positive” if it’s accurate because “you won’t be spending as much and you’ll get the same result.”
Trump signed an order on his first day in office last week that said his administration would “identify and eliminate loopholes in existing export controls,” signaling that he might continue and harden Biden’s approach.

So, from what I've read, it seems like a large part of the meeting could be about further limiting Nvidia's product to China which would have a definite impact on sales. This would mean another cut in Nvidia's revs. Of course you won't hear anything from Jensen.

So people can come up with all kinds of hype but the SP tells the story and not some wishful thinking.

The whole idea of DeepSeek being a benefit to Nvidia's business isn't reflected in the stock trend. The market isn't buying it. Neither are the funds and institutions with them continuing to lower the shares they hold. Institutions are currently showing hold 66% of Nvidia's stock. I'm going to assume that has dropped due to the recent selling from institutions. With over 24B shares outstanding, Nvidia can hardly afford institutions continuing their reduction. There's not enough retail buying to cover any further selling. Also the amount of money Nvidia has authorized as buyback hardly makes a dent in the shares outstanding.

Next China according to last report is about 11% of Nvidia's revenue. That makes them one of the top 3 or so customers. But with potentially more restrictions being placed, there is concern.

DeepSeek is a concern (at least that's what the market thinks (proven by decline in SP). The latest fireside chat between Jensen and Mark appeared to be nothing more than stroking each others ego. What was continually mentioned was the H100 and how Meta new platforms would/could lead to much more utilization for people to have access to more AI applications. So basically this fireside chat along with their Q/K vaulted Meta to new 52 week highs but certainly had zero affect on Nvidia. But Jensen did use his leather jacket in an analogy (whoop).

The people who are making money from Nvidia are the traders and options players and currently that's it. Morgan Stanley has lowered their target on Nvidia SP. They have also been one of the major sellers of Nvidia in order to reduce their holdings. What's neede is relevent information and not hype and certainly not comments like DeepSeek will only help Nvidia because the market isn'lt buying that. Jensen is not one for giving out much relevant information that would encourage traders, institutions, or funds. Thiis has been proven after his last Q conference and his CES opening presentation since the stock declined after each one. Over the last week I'd say there's been more trading and less retail buying and holding.

Makes sense and explains the heavy churning. Thnx

Nvidia share price Double Top Breakout on 31-Jan-2025. GLTA

PS: Momentum for NVDA is improving. The 14-period Slow Stochastic Oscillator is rising as investors begin to purchase shares. Today's volume is in-line with the norm for this point in the day, with 199,439,952 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders. As of 12:57 PM ET Friday, 01/31/2025

even with accusations of use of distillation modeling, deepseek's use of optimizing model performance at the time of use with cpaas intelligence seems to be important to all of their supporters and detractors.

NVDA IS SO OVER!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! MUHAAAAAAAHAHAHAHAHAHAHAHAHAHAHAHAH!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

NVDA CEO is meeting with President Trump in WH this afternoon.

NVIDIA CEO Jensen Huang at the White House this afternoon 

They will talk AI, Chips, and the power needed to keep this industry growing

Good video. And very true. I said right at the beginning of this nonsense - DeepSeek is software - Nvidia is the hardware that drives AI software.

And I also said that it is telling that DeepSeek is USING Nvidia hardware!

Every new technology is expensive at the beginning and then improvements develop that invariably drive the cost down. But - at the bottom of it is NVDA hardware. The NVDA stock price will eventually rebound and then go much higher as 2025 unfolds. I believe that those who bought at these lower prices will be pleased at the end of 2025.

She’s right on. This bolds well for NVDA. Thanks for posting that Oleblue

DeepSeek vs. ChatGPT

Mid Feb calls 130 strike

$NVDA

Retail traders buying the dip in Nvidia stock; hedge funds more cautious: JPM
By: Investing.com | January 30, 2025

Retail traders continue to aggressively buy the dip in Nvidia (NASDAQ:NVDA) stock, while institutional investors, including hedge funds, have been reducing their exposure, according to JPMorgan analysts.

Following last Monday’s correction in Nvidia and other AI-related stocks, JPMorgan observed a surge in retail buying on January 27.

“The picture we get is one of strong buying not only of Nvidia exposures but of US tech exposures more broadly,” the firm wrote.

The bank notes that capital flows into leveraged Nvidia ETFs exceeded $2 billion that day, more than offsetting the negative rebalancing flow.

Meanwhile, inflows into key ETFs such as QQQ and NVDL spiked, further signaling “buy the dip” behavior by retail investors.

This retail-driven support has two key implications, JPMorgan said. First, retail traders continue to act as a backstop for the US equity market, a trend seen consistently over the past two years.

Second, institutional investors, rather than retail traders, were likely responsible for last Monday’s selloff in tech stocks.

JPMorgan’s data suggests institutional investors have been turning more cautious on Nvidia and the broader market since last summer.

“Our overall equity positioning indicator… shows that institutional investors have been trimming their overall equity exposure since last July,” the analysts wrote.

Hedge funds, in particular, are said to have begun reducing their exposure to Nvidia and the broader “Magnificent 7” stocks in the second and third quarters of 2024.

The bank adds that active equity mutual fund managers have also remained underweight Nvidia, a stance that has been in place for most of 2024.

They explain that futures positioning data indicated significant reductions in tech exposure last Monday, and short interest in momentum ETFs has continued rising, pointing to increased institutional caution.

Overall, JPMorgan concludes that while retail traders remain bullish on Nvidia, institutional investors have taken a more defensive stance, contributing to the recent volatility in AI-related stocks.

Read Full Story »»»

DiscoverGold

Another good read. Talks about restricting more of Nvidia parts from China. China is still a major portion of Nvidia's sales.
https://finance.yahoo.com/news/lawmakers-urge-trump-consider-curbs-203329525.html

I thank them for a nice buying opportuity. Algorithms are too sensitive and dont allow human interaction. It hit one of my sell thresholds but I dont automate and decided to research, investigate and then decided to buy. more including February calls

Some institutions in the top 20 institutions holding Nvidia sold off 350M shares over the last week. Two of the biggest sellers over the last several months have been Morgan Stanley and JP Morgan. I don't know who sold off the 350M shares since I only monitor the holdings of the top 20 funds and institutions.

now if deepseek can pull off ai inference of qubits, nvidia needs to get some.

can ai inference of quantum processing be done to know the qubit result?
gemini ai pro said,

"That's a very insightful question that touches upon a potentially powerful application of AI in quantum computing! While AI inference isn't currently the standard method for determining qubit results, it's an area of active research and holds promise for improving the efficiency and accuracy of quantum computations.

Here's how AI inference could be applied to qubit measurement:

Traditional Qubit Measurement:

Direct Measurement: Traditionally, qubits are measured directly using specialized techniques that depend on their physical implementation (e.g., superconducting qubits, trapped ions). This involves interacting with the qubits using devices like resonators, lasers, or photon detectors.
Challenges: Direct measurement can be susceptible to noise and errors, especially as the number of qubits increases and systems become more complex.  
AI Inference for Qubit Measurement:

Indirect Measurement: Instead of directly measuring the qubits, AI could be used to infer their states based on indirect measurements or correlated data.
Training Data: AI models could be trained on large datasets of quantum measurements, learning to recognize patterns and correlations that indicate the likely state of the qubits.
Sensor Data: The AI could analyze data from various sensors in the quantum computing system, such as temperature, magnetic fields, or control signals, to infer the qubit states.
Error Mitigation: AI could potentially identify and correct errors in the measurement process, improving the accuracy of the results.  
Potential Benefits:

Improved Accuracy: AI inference could potentially improve the accuracy of qubit measurements by leveraging its ability to analyze complex data and identify subtle patterns.  
Reduced Noise: AI could help filter out noise and interference in the measurement process, leading to more reliable results.  
Scalability: AI could be used to manage and analyze measurements from a large number of qubits, potentially enabling the development of more scalable quantum computers.
Challenges and Considerations:

Data Requirements: Training accurate AI models for qubit inference would require large and diverse datasets of quantum measurements.
Computational Resources: AI inference can be computationally intensive, potentially requiring significant processing power.  
Integration with Quantum Systems: Seamlessly integrating AI inference with existing quantum computing hardware and software presents technical challenges.  
Overall:

Using AI inference to determine qubit results is a promising approach that could significantly enhance the capabilities of quantum computing. While still in its early stages of research, it has the potential to improve measurement accuracy, reduce noise, and enable the development of more scalable and reliable quantum computers.

As AI and quantum technologies continue to advance, we can expect to see more innovative applications of AI in the quantum realm.   "

$NVDA Bull v Bear Flow Today Tons of orders coming in on both sides
By: Cheddar Flow | January 30, 2025

• $NVDA Bull v Bear Flow Today

Tons of orders coming in on both sides.



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DiscoverGold

when you take a picture or look to see what's the qubit state/form/side/location, do we stop the electrons in motion? and if they are 'shared' with other objects in other dimensions, do they know it? or , is it only relative to me?

now openai/nvidia supercomputer/msft/los alamos/:"Microsoft (NASDAQ:MSFT)-backed OpenAI is teaming up with U.S. National Laboratories to enhance scientific research using its latest AI reasoning models.
"
The collaboration will deploy OpenAI's O1 or another O-series model on Venado, an Nvidia (NASDAQ:NVDA) supercomputer at Los Alamos National Laboratory, serving researchers from Los Alamos, Lawrence Livermore, and Sandia National Labs. Venado was built to drive breakthroughs in materials science, renewable energy, and astrophysics."

JJ, the Chinese are smart people but their business ethics leave a lot to be desired. The blatant stealing of intellectual property, the coercion that if foreign companies want to invest in factories in China, to sell to China, the formulas, algorithms, and trade secrets must be shared with them. They leverage the fact that they are one of the largest economies in the world and have the largest consumer population. As such, you can’t blame them if companies knowingly agree to it. It’s when the intellectual property is stealthily stolen is when their economic advantage is absolutely unfair and illegal.

The other facet about Chinese credibility is in the consistent fabrications/alterations of truth that they are notorious for.

I agree with you in most of what you said.

All the innovative hard work has been done by the pioneer leader and his hard working team.

I like the Chinese people and their culture. They have patience and can focus in valuable imitative highly valued fashionable products made in France, Italy, and around the world. Those products are cheaply sold and there a high demand around the world. I had a friend who showed to me the few of these products. These "quality" products are widely in demand around the world especially in big name fashionable wear/

Yet the fact remains that they are hard working imitators, patiently copying anything valuable around the world and they have an industry deeply associated doing that work in large scale. I have seen videos about it.

Coping the good is not a bad thing at a personal level. However, braking laws patents and ownership rights in another thing.

I understand the line separating the intricate complexities much more difficult when it comes to high technologies.

Jensen Huang's work has already been recognized for its pioneering and wide spread foundational challenging work in the AI endeavor transformation work, from its base and comprehensive effort with a vision of the future for AI.

Please enter the title below in YouTube to watch video:

Jensen Huang Met Zuckerberg And DESTROYED Deepseek: Nvidia Will 30 | NVDA Stock

The DeepSeek thing is way over blown. It’s coming out that they had many NVDA GPUs that they used, they copied Open AI data and possibly algorithms. They say they built a responsive LLM for $6 million. When you copy other models, and don’t employ hundreds/thousands of engineers, coders, etc., your cost will be much lower. Wired is saying that information is going directly to China that is coming from all of the downloaded apps that people flocked to. Anyone hear of TIK TOK?

We have posters continually whining about drops in NVDA’s share price. They forget that in June we were given 10X shares and the price was $120/share. Am I happy about recent price action? Absolutely not. However when the dust clears and DeepSeek is analyzed, all will be well again, in my opinion. One great thing we haven’t seen since DeepSeek is all of the erroneous rumors about Blackwell problems. That’s a plus.

$NVDA $11 Million OTM Put Sweepers (Very Unusual) *At the Ask*
By: Cheddar Flow | January 30, 2025

• $NVDA $11M OTM Put Sweepers (Very Unusual)

*At the Ask*



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$NVDA $10.4 Million ATM Put
By: Cheddar Flow | January 30, 2025

• $NVDA $10M ATM Put

This has a March expiration and was executed above the ask

This is the only notable put order that we have seen all week for NVDA.



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DiscoverGold

Sell. You’ll lose less.

I hate losing money. Nividia is just not doing well

117.50 needs to hold next is 116.25 if that one falls look out JMO

DeepSeek sending oodles of information to China. From WIRED

You need to sell. You worry too much

What if it turns out that deepseek is faking it? When I first asked who programmed you the answer was open ai!
They could have more H-100 than they claim and they could also work with a scaled down database. The jury is out but my money is on Nvidia. If they're not faking it the news is still good for Nvidia who's sold out for 12 months+

science would suggest to verify deepseek's ability to make ai answers/composition comparison to openai would require they are presented with the same data and form/state/etc and allowed to do their thing witthout using another companies ip and using their reported and inspected hardware/software.
then, the llm would be used with various queries and the results evaluated as data scientists think most appropriate, including the contestants.
resource utilization would be an important consideration. raw data will have hidden markers/archiving points so the sources are knowable?