Nvidia CDR (NVDA) News

NVDA – Top Bullish Flow – Open...
By: Peter DiCarlo | December 3, 2024

• Top Bullish Flow – Open

NVDA – $12.43M
HON – $5.53M
GOOGL – $3.43M
AAPL – $2.93M
SMCI – $2.91M



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Huge OI on this week's 41 (115K+) and 50 (110K+) calls, FWIW.

$NVDA

$NVDA $17+ Million of BULLISH premium between these 4 orders
By: Cheddar Flow | December 3, 2024

• $NVDA $17+ Million of BULLISH premium between these 4 orders.



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$NVDA has an enormous delta in the order book right now of 7.1m shares, with 11m on bid and 18m on offer...
By: Markets & Mayhem | December 3, 2024

• $NVDA has an enormous delta in the order book right now of 7.1m shares, with 11m on bid and 18m on offer.

$150 is the key level with 1.19M shares waiting for an opportunity to sell there.

This tells me the market is interested in higher prices for this stock today.



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For the gamers,
"We anticipate the Nvidia Blackwell and RTX 50-series, AMD RDNA 4, and Intel Battlemage GPUs will arrive in the next couple of months. Most likely all will see an early 2025 release, though there's still a (slim) chance that a few new GPUs could slip out before the end of 2024".

$NVDA long-term going to over $150.00++ got plenty of 2026 Leap options.

There will be more startups and also some big failures. It's going to take more than $1B to have a real and saleable product in the AI realm. Still a lot of learning and corporations will concentrate more on a ROI for the money they spend and what their needs actually require. I think a lot of companies may be overspending based on what the current perception is but this will settle down over the next 2 or so years. It wouldn't surprise me to see the total AI investment in 2nd half of 2025 through all of 2026 start to spread over more companies and less centered on Nvidia. Jensen is going to have to come up with more less costly approaches. Blackwell is the first and Rubin possibly the second. A lot is going to depend on how well their yields are. The more complicated a chip is, the harder it is to really optimize yields.

As more and more information is gathered as far as requirements by companies who want to proceed with AI, there will be a more realistic approach to future needs. Nvidia was initially the only kid on the block as far as AI went in 2023 and through most of 2024. Nvidia still has an advantage but that advantage will be shrinking in 2025. Some of the bigger companies will keep Nvidia while developing a more cost affective approach. Some of the medium size companies will enter into AI through less costly avenues. I read a good article on AMD which could become a real sleeper as far as percent gains in 2025.
Here's the link if interested:
https://finance.yahoo.com/news/advanced-micro-devices-amd-gains-155712512.html
I also believe Quantum computers will make some strong advances in 2025-2027.

$NVDA Millions Worth of ATM Call Activity
By: Cheddar Flow | December 2, 2024

• $NVDA Millions Worth of ATM Call Activity.



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When FORD was making the CAR the FUTURE form of TRANSPORTATION.
Those that hung onto their INVESTMENTS in the ACME HORSE BUGGY COMPANY
and didn't invest in the FORD AUTO COMPANY
lose their money

He was pro foundry and that appears to have been his downfall……not to mention a 61% decline in share price while he was at the helm. I think part of Intel will be sold off. That’s why there’s rumors of QCOM sniffing around.

I wonder what this will mean with all of the money the Chips Act was going to give them?

You've got to know when to hold 'em
Know when to fold 'em
Know when to walk away
And know when to run
The Gambler
by Kenny Rogers

Pat Gelsinger out as CEO of Intel. Will they eventually be selling it for parts?

Startups? Hope they are not another SOLYNDRA

A billion here, a billion there, and pretty soon you're talking about real money.

Everett Dirksen

Looks like there could be another serious contender coming out as an alternative to Nvidia. The nice thing about a risk processor is that it uses less energy to complete one instruction set. It's faster and uses less power than a standard micro. If Amazon's investment proves to be successful, Could see product coming out in two years. TSMC and Samsung are supposedly going to be the foundries and the 2 nm technology. In two years a number of companies will be chipping away at Nvidia's revenue and possibly causing Nvidia to lower prices. The nicest thing about RISC processing is how fast they can complete a single instruction instead of multiple instructions in a number of cycles. They do have to parallel a number of RISC;s to get the same benefit but again they use less energy and are faster. I don't know about the overall cost.

RH doesn't look to good for pre-market but won't have a good idea until after 8:30 tomorrow AM. Don't know whether we're going to have another down 3-4% or an up 1-2%. 1 negative and 1 somewhat negative articles already out. They seem to override the any positive articles. I still don't see us being anywhere 150 by year's end but more like 133-138 range. Market will be in a roller coaster ride between January 1 and Feb 15th. It all depends on what Trump says.

It’s sickening the U.S. government has to borrow $6+ billion, that u.s. citizens will owe, to give to a private company to build something they would build anyway. Stupid.

Having competitive parts is one thing, another is having the customers buy it. What isn’t in your consideration is that it has to seamlessly operate with existing infrastructures of the hyper scalers and data centers. CUDA software and precise interoperability is paramount. Not saying competition won’t see orders but"………

That’s just a few bucks

You’re about 700 billion short on Market cap

Thanks..
NVDA is still the go to company for the HIGH POWERED AI CHIPS
Nvidia dominates the AI chip market, but there’s more competition than ever
Nvidia’s AI accelerators have between 70% and 95% of the market share for artificial intelligence chips.
But there’s more competition than ever as startups, cloud companies and other chipmakers ramp up development.
[bNvidia's market cap around $2.7 trillion.

Admittedly, I have not kept up with the plants except on overview, but there's this one too.

TSMC to build third Phoenix factory with new $6.6 billion from CHIPS Act
https://www.azcentral.com/story/money/business/tech/2024/04/08/tsmc-to-get-6-6-billion-from-chips-act-3rd-arizona-fab-announced/73232207007/

Nvidia $NVDA is the best performing stock in the S&P 500 over the last 5, 10, 15, and 20 years
By: Charlie Bilello | December 1, 2024

• Nvidia is the best performing stock in the S&P 500 over the last 5, 10, 15, and 20 years. $NVDA



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That is the second plant keep up 

$NVDA - The 5th wave off the 2022 low is in progress...
By: CyclesFan | December 1, 2024

• $NVDA - The 5th wave off the 2022 low is in progress. For obvious reasons(market cap) wave 5 will be the smallest wave. Given the magnitude of waves 1 and 3, wave 5 is likely to gain at least 100% from the August low and reach 182 by April 2025.



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NVDA and IONQ
IonQ to Advance Hybrid Quantum Computing with New Chemistry Application and NVIDIA CUDA-Q
November 18 2024 - 1:30PM
Business Wire

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IonQ uses the NVIDIA CUDA-Q platform alongside IonQ Forte to demonstrate an end-to-end application workflow

The work reaffirms IonQ’s focus on making quantum acceleration as simple and ubiquitous as GPU acceleration for on-prem and hybrid deployments

IonQ (NYSE: IONQ), a leader in the quantum computing and networking industry, announced today the completion of an industry-first demonstration of an end-to-end application workflow that leverages the NVIDIA CUDA-Q platform alongside IonQ’s leading quantum computing hardware.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20241118387486/en/

IonQ to Advance Hybrid Quantum Computing with New Chemistry Application and NVIDIA CUDA-Q (Graphic: Business Wire)
IonQ to Advance Hybrid Quantum Computing with New Chemistry Application and NVIDIA CUDA-Q (Graphic: Business Wire)

Showcased via a joint presentation at SC24, the application demonstrates the seamless integration of the core workflow behind several hybrid quantum-classical approaches to calculate the specific properties of a molecule’s electronic structure. These approaches have potential relevance in many chemistry-focused commercial applications, such as identifying how drug molecules might interact with specific proteins in the human body. The achievement captures IonQ’s interest in developing solutions that combine the benefits of quantum processing units (QPUs) with the accelerated, heterogeneous computing capabilities of the NVIDIA CUDA-Q platform.


“IonQ is building on its approach of accelerating AI, scientific compute, and other supercomputing workloads with quantum hardware – enabling entirely new ways to approach previously unsolvable problems,” said Dean Kassmann, SVP of Engineering & Technology at IonQ. “Today’s molecular modeling demonstration illustrates why CUDA-Q is a great platform for achieving seamless integration and top-tier performance with our leading quantum hardware.”

Since 2023, IonQ has supported NVIDIA CUDA-Q, a powerful, unified, open-source software stack. CUDA-Q is a hybrid quantum-classical computing platform that enables the integration and programming of QPUs and GPUs in a single workflow. This demonstration was performed using a combination of IonQ Forte, the IonQ Hybrid Services suite, CUDA-Q, and NVIDIA A100 Tensor Core GPUs, which can be deployed to cloud and on-prem environments.

The demonstration at SC24 showcases a novel way to interrogate the properties of specific molecules in a resource-efficient way that has relevance in larger application workflows pertaining to pharma and other commercial domains. The work also sets the stage for IonQ to accelerate even more powerful ways to model molecular dynamics for future biopharmaceutical applications.

“Useful quantum applications will need to draw on both quantum hardware and AI supercomputing resources,” said Elica Kyoseva, Director of Quantum Algorithm Engineering, NVIDIA. “The CUDA-Q platform is allowing researchers and developers to explore these paradigms by accessing NVIDIA accelerated computing alongside IonQ’s quantum processors.”

Today’s news reaffirms IonQ’s commitment to developing hardware and software that leverages a combination of quantum and classical computation to enable efficient, performant, robust solutions that can be deployed at commercial scale.

IonQ’s Hybrid Services suite makes designing and deploying quantum-accelerated applications that take advantage of IonQ’s leading quantum hardware easier than ever. It achieves this via a flexible, easy-to-configure hybrid infrastructure, workflow management, and scheduling for cloud or on-prem installations. Further, it has powerful tools to help application developers explore new applications and use cases, such as prebuilt solvers for problem classes like quadratic optimization and graph partitioning, and out-of-the-box support for a variety of common programming models, including NVIDIA CUDA-Q quantum kernels.

To learn more about IonQ and its latest system news and business developments, visit https://ionq.com/.

About IonQ

IonQ, Inc. is a leader in quantum computing that delivers high-performance systems capable of solving the world’s largest and most complex commercial and research use cases. IonQ’s current generation quantum computer, IonQ Forte, is the latest in a line of cutting-edge systems, boasting 36 algorithmic qubits. The company’s innovative technology and rapid growth were recognized in Fast Company’s 2023 Next Big Things in Tech List and Deloitte’s 2023 Technology Fast 500™ List, respectively. Available through all major cloud providers, IonQ is making quantum computing more accessible and impactful than ever before. Learn more at IonQ.com.

TSMC says its $40 billion chip project in Arizona faces a further delay
That was back in Jan 2024.
The facility will now be operational in 2027 or 2028, according to Chairman Mark Liu.
Who knows if it will ever happen......

TSMC Arizona plant which is 4nm is coming online in 2025. I have seen articles where their yields have surpassed TSMC's expectations to date. Does anyone know if Nvidia will become a customer of this plant for Blackwell. If so it could alleviate some supply problems in 2H of 2025 any thoughts 

Good article thanks 

https://www.yahoo.com/tech/ai-boom-turned-nvidia-trillion-090002985.html?.tsrc=fp_deeplink

jensen talks robotics.

Thanks.....
Xmas sales will add to the ER 3rd qt Bottom line.....

Over 3 billion a quarter, Nvidia no. 1 gaming sales are basically immaterial data center is all the street cares about 

How big is the Gaming GPU market? and where does NVDA rank?
Xmas is around the corner

NVDA (NVIDIA) Seasonality past 11 years
By: TrendSpider | November 29, 2024

• NVDA (NVIDIA)

While the S&P 500 shines in December, NVIDIA tends to stumble. Over the past 10 years, December has been NVDA’s weakest month, with a measly 40% win rate and an average return of -1.88%. Despite posting record-breaking Q3 earnings, the chipmaker has traded mostly flat in November, keeping pressure on as it enters a historically challenging period for performance.



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Top Bullish Flow – Close...
By: Peter DiCarlo | November 29, 2024

• Top Bullish Flow – Close

$NVDA – $85.08M
$TSLA – $25.11M
$BA – $13.91M
$COIN – $13.53M
$MARA – $5.77M
$AAPL – $5.32M
$META – $4.74M



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Nvda and Ionq off the charts today. A j v coming? Partnership? Acquisition? Stay tuned.

SOUN... The AI AGENT for NVDA
Up big today.....
Wall street is SOUNDING ON SOUN!
Someone must know something....You think?

Just bought back (4) the puts I sold Wednesday (6.2) This is a fun roller coaster. I think NVDA might hit 141 before the pull back but with Russia getting pissed you never know what happens over the weekend.

I meant PLTR not PTLR
the gains with these stocks can make you dizzy

I now have MOST of my AI WEALTH BUILDING STOCKS:
PTLR
SOUN
BBAI
AMZN
BABA
and NOW NVDA
I need ONE more.... hopefully Next year.......
I will call them:
MY MAGNIFICENT 7

All in due time.

Happy Thanksgiving to you and your family.

DiscoverGold

Look it's the SMILEY FACE of WEALTH!
Thanks.
Happy Thanksgiving

That was One of the Reason (the DOJ) GOOGLE drop their BID (23 BILLION offer) on the CYBERSECURITY COMPANY the WIZ.....
besides they were thinking to go it alone and do am IPO
Happy Thanksgiving......
and the were OK with GOOGLE dropping their BID

Acquiring interests in companies can be a good idea. The only thing I'm worried about would be how the DOJ takes it. Their recommendation to the courts about Google/Alphabet is going to cause some discomfort if they have to sell Chrome. The funny thing is it had no apparent affect on their stock price. If Nvidia's reason is nothing more than a stock investment, that's good.

You can only hold $NVDA down for so long
By: TrendSpider | November 27, 2024

• You can only hold $NVDA down for so long.



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Thanks.
NVDA has their own AI AGENT TECH as well. SOUN.
Soun is an AI company that NVDA is a Shareholder in.
I'm also a shareholder in SOUN, and now (finally) NVDA
I would like to see NVDA invest (ACQUIRE) BBAI for their FACIAL RECOGNITION TECH

So you were talking about an application specific device like Nvidia Drive BTW is an AI chip.

What makes you think future COMPUTERS will not have NVDA AI CHIPS?
and Where did it say you need an AI chip to run that program?

When/if that makes it out of Beta and can use it in D Base applications and other applications it would be a must have for all businesses and computer companies. But that type of application doesn't need the computing power of a Blackwell type of chip once outside of training. If I'm wrong in my assumption, let me know.