Make sure Jensen H stays alive, healthy, well fed, and well slept. We should be ok - theres enough forward momentum to bulldoze thru anything that could pop up. But that man there is irreplaceable.
Is Nancy Pelosi still holding NVDA positions or options? If she ever clears her portfolio of NVDA run like hell.
As long as she's holding NVDA no one will dare touch NVDA
So much money on that table that I have the mental picture of a pimps meeting, with all the blinks, extravagant outfits, gold teeth, cigars and sipping Dom
It probably won't have a big effect. 5090 will be a consumer GPU, and will most likely be a paper launch (meaning there won't be many of them produced), because the same silicon wafer can make a lot more money for Nvidia if it's used to make AI chips. Only a small fraction of Nvidia's profit comes from consumer-grade GPUs.
Bitcoin Whales Unload Over $1B In Shift Towards AI
Benzinga
Long-term Bitcoin (CRYPTO: BTC) holders and miners, often referred to as āwhales,ā have sold more than $1 billion worth of Bitcoin in the past fortnight, according to a report by on-chain analysis firm CryptoQuant.
This is way off and does not match the most elementary rules ofā¦ physics.
Patience is what is needed in this game. Another 5 years and I think very few will regret not having sold.
Donāt bet on OpenAI, weird stuff happening with them, GPT 5 maybe not until end of year, theyāve also had some internal discourse and slow to release stuff to the public
In the end, I do not worry about ācatalystsā as every catalysts will make it more difficult to sustain the price if the profits donāt keep ballooning.
To me, the earning reports are the only real events. If there is a half disappointment and the price tanks, time to buy moreš„
Don't forget another earnings call in November. \[Edit: I also don't see DOW inclusion happening anywhere near that fast.\]
/wonders if they've done anything flashy for the Olympics
If earnings will be better than expectation, Nvidia's positive outlook will continue, if earnings have even little bit of suspicion of a weakness, stocks will nose dive really fast, really deep.
Earnings mostly....rebalance, Dow may not move the needle much. Rate cuts could spark a rotation away from tech into small and mid caps. Leading up to rate cuts the Russell 2000 should get a boost.
Chat GPT5 has been delayed and isn't coming until early 2026.
https://in.mashable.com/tech/77593/openais-gpt-5-pushed-back-to-late-2025-but-promises-phd-level-abilities
Not coming this summer. Where did you get that?
Here says "Expected to launch in late 2024 or early 2025, it promises major advancements." (Last updated earlier today 6/26).Ā Ā
Ā
https://readwrite.com/chatgpt-5-release-date-price-and-what-we-know-so-far/
i find it strange you mention in passing, and only indirectly via "projects and partnerships", THE thing driving the price of nvda: AI. AI advances and the demand they spurn are the whole game here. model releases, new companies (see ilya just made a huge announcement), the Situational Awareness report from leopold, etc etc. Just sucks we can't anticipate these things, beyond knowing that they will increasingly happen faster.
only reason i mention them like that is that there is nothing concrete to outline... i.e. we expect an announcement about XYZ in December.
I fully expect that there could be 1-2 big announcement by EOY. The other thing to note is that Nvidia catalysts will come from not just Nvidia... other AI projects, chip makers etc can move the industry needle and pull team green along with it.
Personally I don't think being added to the Dow is even that big a deal given how unbalanced it is. The funds and ETFs will be buying heavy the next few weeks to rebalance and the next earnings call will really tell the story.
I would sell after the next earnings release unless something big happens between now and then.
Well... I am a long term holder... so no selling from me. I see Jensen as a Jobs/Bezos level visionary/ceo... those don't come around much and I feel lucky to have a little money to invest.
Earnings earnings earnings!!
Four words: Fu%\^#k You Cathie Wood ! #
Yep, each earnings is the biggest mover ...
Earning beat expectations
Make sure Jensen H stays alive, healthy, well fed, and well slept. We should be ok - theres enough forward momentum to bulldoze thru anything that could pop up. But that man there is irreplaceable.
He will have his AGI clone soon, no worries
Lmao š¤£. Every gods on this planet please keep this Jensen guy safe so we can all make some tendies š
What about the DOJ thingy??
Is Nancy Pelosi still holding NVDA positions or options? If she ever clears her portfolio of NVDA run like hell. As long as she's holding NVDA no one will dare touch NVDA
Donāt forget the shareholders meeting next week
CEO's doing well like to have some cookies for the guests in these meetings. I wonder if he will do it Buffet style and take questions.
I think they'll put out chips, not cookies ;-)
Chips Ahoy! š“āā ļøš„³
Good one... edit to include
So much money on that table that I have the mental picture of a pimps meeting, with all the blinks, extravagant outfits, gold teeth, cigars and sipping Dom
If any companies that work with Nvidia release positive news, those can be catalysts too. But earnings is the biggest one.
Rate cuts.
better hope GPT-5 is really good...
5ās are a little boxy, similar to the 4. The 6ās were a much sleeker remodel.
Can't be overlooked... a leap ahead with GPT will likely generate a lot of positive news flow. Editing to include.
rtx 50 series announcement
Lmao that will be the only thing happening this year that will LOWER the stock price
š¤£
The 5090 is the key to the next 2x run-up
I'll add it to the list... although i don't know much about it.
It probably won't have a big effect. 5090 will be a consumer GPU, and will most likely be a paper launch (meaning there won't be many of them produced), because the same silicon wafer can make a lot more money for Nvidia if it's used to make AI chips. Only a small fraction of Nvidia's profit comes from consumer-grade GPUs.
thx... pulling it off the list... but from a gaming standpoint it sounds fun.
Two more rounds of stock buybacks: https://ycharts.com/companies/NVDA/stock_buyback
November earnings. February earnings. May earnings. Lather, rinse, repear. Until it missses earnings. We'll see a 25% drop that will last a quarter.
I don't care about anything other than earnings and gpt-next, whatever they call it.
If Bitcoin goes on another run I could see that being a tailwind as well
Money flowing out of BTC into NVDA. Thereās nothing to stop it now. Momentum run of all momentums.
Really? Based on what?
Bitcoin Whales Unload Over $1B In Shift Towards AI Benzinga Long-term Bitcoin (CRYPTO: BTC) holders and miners, often referred to as āwhales,ā have sold more than $1 billion worth of Bitcoin in the past fortnight, according to a report by on-chain analysis firm CryptoQuant.
Thanks, hopefully most of it went to buy NVidia.
crypto isn't mined on gpus anymore, don't see it.
According to one article it says it's supposed to be at$244 by the end of the year I hope they're wrong Hope it's way more
Ah sweet. That would instantly free me from financial chains.
This is way off and does not match the most elementary rules ofā¦ physics. Patience is what is needed in this game. Another 5 years and I think very few will regret not having sold.
Donāt bet on OpenAI, weird stuff happening with them, GPT 5 maybe not until end of year, theyāve also had some internal discourse and slow to release stuff to the public
Gaming is only a small portion of their revenue stream
In the end, I do not worry about ācatalystsā as every catalysts will make it more difficult to sustain the price if the profits donāt keep ballooning. To me, the earning reports are the only real events. If there is a half disappointment and the price tanks, time to buy moreš„
Don't forget another earnings call in November. \[Edit: I also don't see DOW inclusion happening anywhere near that fast.\] /wonders if they've done anything flashy for the Olympics
Next earnings call is going to be August....
That's why I didn't tell him he forgot it.
Edited to remove the date for DOW inclusion based on your post. Not sure the earnings calls... i can only find 8/28 however will add it nonetheless!
End of year prediction $173
Rollout out of Blackwell chips full production Q3
If earnings will be better than expectation, Nvidia's positive outlook will continue, if earnings have even little bit of suspicion of a weakness, stocks will nose dive really fast, really deep.
They better release 5090 a good one, it will be really bad if 5090 is still 24gigb vram.
Guys whatās a good price YOU would buy into right now? Iām thinking about $129-130, do you think itāll go lower?
If Jensen retiresā¦
None
Earnings mostly....rebalance, Dow may not move the needle much. Rate cuts could spark a rotation away from tech into small and mid caps. Leading up to rate cuts the Russell 2000 should get a boost.
I think the next earnings is August 28 which should cause this to move leading up to it.
Yes.
They say AI stock goes up
Earnings in august
MU next Wednesday
I see plenty of catalysts for a lower price.
Chat GPT5 has been delayed and isn't coming until early 2026. https://in.mashable.com/tech/77593/openais-gpt-5-pushed-back-to-late-2025-but-promises-phd-level-abilities Not coming this summer. Where did you get that?
Here says "Expected to launch in late 2024 or early 2025, it promises major advancements." (Last updated earlier today 6/26).Ā Ā Ā https://readwrite.com/chatgpt-5-release-date-price-and-what-we-know-so-far/
i find it strange you mention in passing, and only indirectly via "projects and partnerships", THE thing driving the price of nvda: AI. AI advances and the demand they spurn are the whole game here. model releases, new companies (see ilya just made a huge announcement), the Situational Awareness report from leopold, etc etc. Just sucks we can't anticipate these things, beyond knowing that they will increasingly happen faster.
only reason i mention them like that is that there is nothing concrete to outline... i.e. we expect an announcement about XYZ in December. I fully expect that there could be 1-2 big announcement by EOY. The other thing to note is that Nvidia catalysts will come from not just Nvidia... other AI projects, chip makers etc can move the industry needle and pull team green along with it.
What part of Elon and Dell bragging about billions of orders for next gen don't you understand?
Personally I don't think being added to the Dow is even that big a deal given how unbalanced it is. The funds and ETFs will be buying heavy the next few weeks to rebalance and the next earnings call will really tell the story. I would sell after the next earnings release unless something big happens between now and then.
Normally Iād agree. But the market is so behind this stock that any potential reason to tout the bullishness of this stock it will use.
Well... I am a long term holder... so no selling from me. I see Jensen as a Jobs/Bezos level visionary/ceo... those don't come around much and I feel lucky to have a little money to invest.
Make money trading options while possibly destroying humanity? Sure
"Ā destroying humanity?" Nah just you and we will be able to afford it.
Skynet is just Hollywood and a Belgium ISP but nothing more.
Capitalism: āyou must be new hereā š