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NVIDIA Corporation

NVIDIA Corporation (NVDA)

132.295
-4.63
( -3.38% )
업데이트: 02:00:48

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NVDA Discussion

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IanFromSI IanFromSI 29 분 전
At the beginning of the last quarter’s conference call, IONQ (Peter)reported that he did not believe in focussing on accuracy of their Products, rather, he believed that would take too long.

Is this why Nvidia reported $35.1 billion worth of revenue in its last quarter and IONQ still hasn’t reported cumulative revenue of $100 million since it’s IPO?

Who are the customers? …. And why won’t they buy products from IONQ?
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ShawnP123 ShawnP123 35 분 전
The problem is not that the big 5 are down, the problem is Nvidia is almost always the leader in percentage drop. Lately, in a strong up market, Nvidia has performed poorly. BTW, I think Nvidia's Christmas present will be more like a lump of coal.
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Zilla Zilla 1 시간 전
Down 4 already and big 5 all red. DOW barely holding green. Looks like a rough day heading into Thanksgiving but all time highs recently in NVDA and overall markets, a pull back is expected at some point. Then a Santa Claus rally but is that after 5% down or more is what we will find out. Or new highs. lol
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ShawnP123 ShawnP123 3 시간 전
Here is a great article which no one has brought up this scenario.
https://finance.yahoo.com/news/prediction-massive-risk-could-derail-134500812.html
It's stating there is a limit as to what how fast one can train AI and we're currently near the top. Making more improvements isn't going to change without other improvements referencing Chat gpt and Google.
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ShawnP123 ShawnP123 3 시간 전
It would not only affect Nvidia's sales in the future but anyone else who had mechanical solutions for making hybrid solutions (all chip/chipset manufaturers). One thing is that use patents are one of the hardest to break. I would be more concerned about Google's patent. Nvidia has over 8000 patents and over 7500 more which may or may not be accepted. Some of those patents are around how certain things are accomplished. IonQ could run into issues also. Normally parties which have strong and large number of patents, they end up cross licensing each other to avoid long and very costly legal costs.
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ShawnP123 ShawnP123 3 시간 전
It wouldn't surprise me one bit since I feel this will be in the low 120's by year's end and doubt this will see anything above 155-160 for at least 6-8 months if it does happen. Looks like Mark Yusko was accurate in his sell.
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Konaploinks Konaploinks 5 시간 전
It’s looking more and more like nvda’s Cuda-Q has some serious patented competition . With Ionq’s over 600 patents issued or applied for worldwide, nvda has a large moat to try to get around. Not saying they can’t do it, but they now have a tuffer row to how.
https://x.com/DesFrontierTech/status/1861636089666027587

The patent application on Google Drive:
https://drive.google.com/file/d/1Sw_Jh02ODo-WwJstP3zQuJzHRPnLFsIG/view?usp=sharing

1/ 🌉 This patent focuses on hybrid systems tech that connects quantum and classical computing. It’s a crucial step toward making quantum practical for real-world problems.

2/ ⚙️ Picture a system that knows whether a task is better for quantum or classical computing. It assigns, executes, and combines results automatically. Smart and seamless.

3/ 🌌 Hybrid systems let IonQ deliver real value now while building for the future. They’re the missing link between today’s tech and tomorrow’s breakthroughs.

4/ 🏢 Scheduling, resource management, and integrating results. This patent tackles the hardest parts of making hybrid systems work. It is perfect for platforms like AWS and Google Cloud.

5/ 🛡️ Patents are like a protective moat for innovation. This one cements IonQ’s lead in hybrid systems, a critical part of the quantum revolution.

6/ 🏗️ Think of this patent as the foundation for a quantum backbone. It helps IonQ scale quantum computing into data centers and cloud platforms.

7/ 🤝 With AWS and Microsoft Azure already in the mix, this patent strengthens IonQ’s ability to deliver cutting-edge hybrid solutions to enterprise customers.

8/ 🔮 This brings IonQ closer to a future where thousands of quantum computers work together in data centers, solving problems classical computers can’t.
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Kenneth Howell Kenneth Howell 7 시간 전
Don’t be surprised if it sees 120 to 110 in the next 2 weeks. It does this after every earnings. Sell the news event. It usually bottoms 1 to 2 months after earnings then starts it rise to new highs . I have the December 20 ,110 puts. Will buy calls most likely in January.GLTA!
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ShawnP123 ShawnP123 8 시간 전
It is sinking fast in the pre-market. This could be another $3-$6 red day. Jensen has a problem in regards to his Q conference. He needs professional help with what he should and how to report it. Instead his CFO Q&A was like using gasoline to put out a fire.
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ShawnP123 ShawnP123 8 시간 전
It may do well in March and if not March then May/June. But still not doing well then, sell and move on. Jensen can turn a good report into ambiguity or doubt. I think he gets to involved in discussing AI vs spending more time on their milestones or expectations. People either believe in AI or not and doubtful they'll change their minds at least in the next 12 months. However, people are interested in Nvidia and I would spend more effort on their achievements, expectations, and goals.
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Oleblue Oleblue 12 시간 전
In this solo lecture, Chris Miller, author of the acclaimed book "Chip War", delves into the intricate world of semiconductors, exploring how microchips have become the cornerstone of global power and economic influence. Miller will provide an analysis of the geopolitical ramifications of semiconductor production, focusing on how the fierce competition between global powers for dominance in this critical industry will further develop.

Moreover, he will also spotlight the strategic role of South Korea and East Asia in the semiconductor landscape. Miller will examine how South Korea's advanced semiconductor capabilities and the region's pivotal position in global supply chains influence the broader geopolitical tensions between major players like the United States and China.

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JJ8 JJ8 18 시간 전
The Three Most Undervalued AI stocks by Financials Analysis At This Time:

1. Nvidia Corp
2. Meta Platforms Inc.
3. Alphabet Inc.
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PennyWorld PennyWorld 19 시간 전
GLTY.... I think NVDA will do well in 2025.
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Greedy G Greedy G 21 시간 전
~just need $140 to breakeven.  And starting at mid $140s I'll make some good money.  
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PennyWorld PennyWorld 22 시간 전
Greedy...now, why would you do that? So your strike price is 190 on a call? option That means that NVDA will need to spike from 136 to 190 over the next 10 days for you to just break even? What am I misreading with that?
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JJ8 JJ8 23 시간 전
Fundamentals
P/E Ratio 53.58
PEG Ratio 0.24
Price to Book 50.59
Price to Cash Flow 59.4737
Price to Free Cash Flow 62.7755
Total Sales (TTM) 113.27 B
Revenue per Share (TTM) 4.57
Shares Outstanding 24.490 B
Share Float (%) 23,514.30 M (96.02%)
% Held by Institutions 65.27
Dividends Per Share (TTM) 0.10
Ex-Dividend Date 2024-09-12

Technicals
+/- EMA(20) 141.51 (-3.38%)
+/- SMA(50) 134.81 (+1.42%)
+/- SMA(200) 111.41 (+22.72%)
5-Day Perf. -7%
1-Month Perf. -3.4%
3-Month Perf. +8.13%
6-Month Perf. +28.44%
YTD Perf. +176.15%
1-Year Perf. +186.27%
RSI(14) 45.11
ATR(14) 5.27
ADX(14) 15.37
Beta (5Y) 1.76
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DiscoverGold DiscoverGold 1 일 전
$NVDA Weekly contracts are getting ACTIVE...
By: Cheddar Flow | November 26, 2024

• $NVDA Weekly contracts are getting ACTIVE

Millions worth of premium flowing into calls that expire on Friday



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DiscoverGold DiscoverGold 1 일 전
$NVDA Huge $6 Million OTM Call
By: Cheddar Flow | November 26, 2024

• $NVDA Huge $6M OTM Call

This is an unusual amount of premium for the February expiration

*Above the Ask*



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Konaploinks Konaploinks 1 일 전
UK … It seems nvda Cuda-Q is just one of the hybrid software systems they are trying out besides their own hybrid software. Here ya go
COLLEGE PARK, Md.--(BUSINESS WIRE)--Nov. 25, 2024--IonQ (NYSE: IONQ), a leader in the quantum computing and networking industry, will host a live webinar titled “IonQ’s Full-Stack Quantum Innovation” on December 3rd, 2024. The webinar will feature updates from the company’s technical leaders on the continued progress of IonQ’s core technology development pillars: Performance, Scale, and Enterprise-Grade solutions.

Building on the success of the previous webinar, “IonQ Technology & Performance Updates: Milestones on the Path to Commercial Advantage,” the upcoming event will provide a deeper dive into IonQ's recent advancements and will share updates on the company’s path forward.

Key Highlights:

Updates on IonQ’s Emerging Technologies, including recapping progress on quantum networking, photonic interconnects, and extreme high vacuum (XHV) technologies.
Insights into the company’s approach toward scaling quantum computers and enabling quantum hybrid technologies.
A closer look at IonQ’s enterprise-grade solutions and its focus on making quantum computing more accessible and valuable to businesses across industries.
“As we continue to make strides in performance, scale, and enterprise-grade quantum capabilities, we’re focused on delivering commercial value to our customers,” said Peter Chapman, President and CEO of IonQ. “IonQ’s full-stack approach is a demonstration of our commitment to building the world’s most powerful and accessible quantum computers.”



The webinar will feature presentations from some of IonQ’s key technical leaders on the following:

Software: Dedicated to developing full-stack hybrid quantum solutions that enable customers to maximize the potential of current quantum systems.
Applications: Co-developed groundbreaking applications with IonQ’s customers and partners that showcase the power of quantum hybrid algorithms in solving real-world problems.
Emerging Technologies: Focused on miniaturization of system components, scale, and driving quantum networking technology.
IonQ leaders will recap the latest advancements from the teams’ work, highlighting the tangible progress that IonQ is making toward achieving its vision of practical, scalable quantum computing.

Webinar Details:

Title: “IonQ’s Full-Stack Quantum Innovation”
Date: December 3, 2024 (Available on-demand after the event)
Time: 10am PT
Registration Link: https://ionq.zoom.us/webinar/register/WN_jJSCZvtlTQaGBRSIK8ImSA
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DiscoverGold DiscoverGold 1 일 전
Today NVIDIA Corp. (NVDA) is the best performer in the DJIA
By: Thom Hartle | November 26, 2024

• Today (8:32 CST), the best performer in the DJIA is NVDIA Corp. NVDA.



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mdb1 mdb1 1 일 전
Somethings WRONG. It is not NEGATIVE today. What an insane illogical investor reaction to super blowout earnings.
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DiscoverGold DiscoverGold 1 일 전
$NVDA MASSIVE $1.8 BILLION in dark pool orders hitting the tap deep after hours
By: Markets & Mayhem | November 25, 2024

• $NVDA MASSIVE $1.8 BILLION in dark pool orders hitting the tap deep after hours.



This is strictly an equity order. Because it was placed via dark pools, we dont directly know if it was a buy or sell. The best way to use this data is to use it for support and resistance levels.

Support level
If price stays at or goes above 136 we can consider this a strong support level and assume institutions are buying

Resistance level
If price goes below 136 we can assume that institutions are selling and this will great a strong resistance level to watch

Note that dark pool orders can take days or weeks to play out

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Greedy G Greedy G 1 일 전
~bought more 12/6 $190 calls average now @.06c
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cadillacdave cadillacdave 2 일 전
Some of these folks are really good at what they do, i.e. computers, finance etc. Articulating strategies and knowing what to say, and sometimes more importantly, what not to say, is not their forte.

On occasion, the speaking role is better left to a professional. The problem is, it's difficult to find someone with the knowledge and background in computers, chips, AI etc., who can stand up and answer questions or make a presentation, in a cohesive and articulate manner, without fumbling an issue and tanking the stock.
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JJ8 JJ8 2 일 전
That's awfully nice of you! Cheers
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ShawnP123 ShawnP123 2 일 전
Thank you for the response,, I'll look into it. I just posted it because it showed up on the front page of the Yahoo quote page with the other articles. I find it unnerving The CFO would state what she did in the Q conference and he followed up on it.
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IanFromSI IanFromSI 2 일 전
If you look at his most recent track record that has been analyzed completely (for the year, 2018), His track record is atrocious.

Investors would’ve done much better to stay in cash then to get the -7.18% return of his recommendations.

Included Was a bearish outlook for fang, which says very little for his ability to predict performance of leading edge, tech stocks.

Given the nature of his recommendations, it takes several years before they can be evaluated. The number of employees that Morgan Creek management is less than the reduced GP that Nvidia has forecast.

Investors would’ve done much better to just convert everything to cash rather than follow any of his recommendations.

If This is the worst you can find, I suspect that for a few more years to come, maybe even longer, NVDA is quite safe.

You can verify all of the above and more by putting in a simple request with copilot. Try it. You might even like it.
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ShawnP123 ShawnP123 2 일 전
Then maybe you shouldn't have posted your first unwarranted response. I'm excellent in giving tit for tat.
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mdb1 mdb1 2 일 전
So if $135s the low and we start climbing again? Bewildered by the investor reaction.
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Jetmek_03052 Jetmek_03052 2 일 전
It's obvious that I did find it. I posted the part with his sell recommendation.

One voice in the wilderness crying wolf does not make NVDA a sell.

If you think that?

Good luck.
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ShawnP123 ShawnP123 2 일 전
I gave you the link. If that's too hard to use, then I can't help you. Is name an title is in the article ( don't want you to strain so his title is CEO).
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ShawnP123 ShawnP123 2 일 전
Then you didn't look at the link and you don't seem to understand the meaning of an analyst stating "recommending selling shares". That sounds like a sell rating to me.
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ShawnP123 ShawnP123 2 일 전
This is the latest and right on the front page under Nvidia stock quote. Was easy to find. This is the latest analyst. So if another bad rating comes out you can ignore that one too. Well I think the sliding price of the stock and 3 quarters of continuing loss in GP has something to say.

I think you need to do more research as to why the stock is diving in a strong upward market, why the short sell volume is growing from an average of 44% to 57%, and why Nvidia has had some of the greatest percentage losses in strong up markets. I'll post some of the things you miss. I wouldn't want you to strain your mental faculties looking for obvious articles.
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Jetmek_03052 Jetmek_03052 2 일 전
Mark Yusko, Morgan Creek Capital Management CEO & CIO, is recommending investors sell Nvidia Corp (NASDAQ:NVDA) shares.

Great. That's one. There's 34 others listed on Yahoo Finance that have it as a buy, strong buy, outperform, overweight or at least - accumulate.

You really had to work to find that one guy, eh? LOL.
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Jetmek_03052 Jetmek_03052 2 일 전
Who knows? Maybe.

BTW, I just visited YAHOO Finance and looked at all the Analyst ratings for NVDA. I don't see any downgrades to a sell under "recent" downgrades/upgrades.

Who is this analyst?
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ShawnP123 ShawnP123 2 일 전
BTW- here's the link
https://finance.yahoo.com/news/analyst-recommends-selling-nvidia-stock-210751143.html
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ShawnP123 ShawnP123 2 일 전
An analyst just gave a new rating for Nvidia. It's a SELL. I believe we'll see more downgrades this month.
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DiscoverGold DiscoverGold 2 일 전
Nvidia shows AI model that can modify voices, generate novel sounds
By: Reuters | November 25, 2024

Nvidia (NASDAQ:NVDA) on Monday showed a new artificial intelligence model for generating music and audio that can modify voices and generate novel sounds - technology aimed at the producers of music, films and video games.

Nvidia, the world's biggest supplier of chips and software used to create AI systems, said it does not have immediate plans to publicly release the technology, which it calls Fugatto, short for Foundational Generative Audio Transformer Opus 1.

It joins other technologies shown by startups such as Runway and larger players such as Meta Platforms (NASDAQ:META) that can generate audio or video from a text prompt.

Santa Clara, California-based Nvidia's version generates sound effects and music from a text description, including novel sounds such as making a trumpet bark like a dog.

What makes it different from other AI technologies is its ability to take in and modify existing audio, for example by taking a line played on a piano and transforming it into a line sung by a human voice, or by taking a spoken word recording and changing the accent used and the mood expressed.

"If we think about synthetic audio over the past 50 years, music sounds different now because of computers, because of synthesizers," said Bryan Catanzaro, vice president of applied deep learning research at Nvidia. "I think that generative AI is going to bring new capabilities to music, to video games and to ordinary folks that want to create things."

While companies such as OpenAI are negotiating with Hollywood studios over whether and how the AI could be used in the entertainment industry, the relationship between tech and Hollywood has become tense, particularly after Hollywood star Scarlett Johansson accused OpenAI of imitating her voice.

Nvidia's new model was trained on open-source data, and the company said it is still debating whether and how to release it publicly.

"Any generative technology always carries some risks, because people might use that to generate things that we would prefer they don't," Catanzaro said. "We need to be careful about that, which is why we don't have immediate plans to release this."

Creators of generative AI models have yet to determine how to prevent abuse of the technology such as a user generating misinformation or infringing on copyrights by generating copyrighted characters.

OpenAI and Meta similarly have not said when they plan to release to the public their models that generate audio or video.

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DiscoverGold DiscoverGold 2 일 전
$NVDA $637K+ Weekly Call Print. These whales expect a quick move
By: Cheddar Flow | November 25, 2024

• $NVDA & $TSLA $1M+ Weekly Call Prints

These whales expect a quick move.



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JJ8 JJ8 2 일 전
I do not know.

If anybody knows about the what's going on, you are the man Kona.

Jensen Huang is looking a bit perplexed.

But I have no clue as to it's cause...

Cheers & GLTY
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JJ8 JJ8 2 일 전
Nvidia share price DOUBLE BOTTOM BREAKDOWN on 25-Nov-2024. GLTA
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mtsr mtsr 2 일 전
It's gonna be a rough week for the market. Most people are home for Thanksgiving. We're going home early this week. I would basically just not even look at this or worry about it until after Thanksgiving if anything, it'll bring up some goodbye and opportunities for a few stocks.
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Jetmek_03052 Jetmek_03052 2 일 전
Got a link to verifiable information that proves this:

AMD has a part coming out which is better than the B100.

?
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DiscoverGold DiscoverGold 2 일 전
$NVDA Net Options Delta: -5.7M shares Call sellers out in full force this morning.
By: Theta Warrior | November 25, 2024

• $NVDA Net Options Delta: -5.7M shares

Call sellers out in full force this morning.



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uksausage uksausage 2 일 전
IONQs software stack includes CUDA-Q from NVDIA. Allows you to build workflows using the right tool for the job - Quantum when you ned quantum calculations and GPU for "AI type" transactions.
there is no replacement for CUDA-Q form IONQ

Not sure if there is any licensing revenue - I know the software is open source but suspect there will still be license revenues for NVDA from anyone building/using Quantum computers.
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MiamiGent MiamiGent 2 일 전
Caught 136.30
Hope that's bottom
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Konaploinks Konaploinks 2 일 전
Jj looks like nvda cuda-Q software has been trumped by Ionq’s software suite? Big online presentation of their full stack on Dec 3. Is Jensen losing his step?
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ShawnP123 ShawnP123 2 일 전
Jensen's fireside or conference talks aren't going to do much for bringing the stock up. His GP has been on a steady decline over the last 3 quarters and the CFO agreed that a GP of 70% is low for them (which was not the brightest thing to say considering the quarterly percentage profit decline). AMD has a part coming out which is better than the B100. Since they can't meet demand, with the Blackwell.
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rolvram rolvram 2 일 전
It will break out
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STOCKMONSTER STOCKMONSTER 2 일 전
NVDA SHOULD HAVE STAYED A 1000 BUCK PER SHARE STOCK!!!!!!!!!!!!!!!!! THAT MOVE DESTROYED THEM!!!!!!!!!!!!!!!!!!!!!!!!! WANTING TO BE COOL IN THE A.I. WORLD WILL BE COSTLY!!!!!!!!!!!!!!!!!! MAUHAHAHAHAAH!!!!!!!!!!!!!!!
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