NVDA

NVDA has been kill no

NVDA and MSTR surely are on a competition

LOL @ jensen pushing meta ads use cases on earnings call while mark Z working on first crashing AI bubble with overspend and now nvda by switching to tpus

Kind of hoping nvda goes a bit lower so i can buy more Massive fud right now

The King (NVDA) is Dead. Long Live the King (GOOG)

Between SOFI/BULL/RDDT/RKLB I'm convinced the market no longer cares about earnings reports and instead just trades on the vibes from NVDA

Congrats for googl buyers But the Black Friday deal on NVDA is too good to pass

Not selling google but buying more nvda

NVDA is gonna phoenix rise isn’t it 🐦‍🔥

Where is my "Sold GOOGL at 292 and bought NVDA" gang?

The literal only night I’ve ever held Nvda calls overnight

Gonna be down 60% on NVDA calls lmao at the open Getting fucking wrecked mayyynnnn

!banbet nvda 165 7d

gonna be so funny to compare today's comments to when goog starts correction and nvda starts rallying

NVDA is dying

NVDA leaps look so tempting at open 👀

Current NVDA open interest for this weeks end is almost 1.5M contracts, x10 the oi on google. Max pain remains 182.5.

# googl sucking life from nvda mmm😭😭😭

NVDA on downward trend yikes

I am beginning to feel like all this GPU vs TPU narrative is just manipulation to buy NVDA lower These two techs are not interchangeable Holy market manipulation I am all for Google but Nvidia should not be this low

And so on 25th day of the elevenest month the Lord taketh the humble NVDA baggie and he transformeth him unto the GOOGL baggie. And lo the bers said that is the mosteth bullshit and the new GOOGL baggie sayeth 320 is a finest entry point The Book of Hodl, Chapter 3 Verse 6

so is today the day everyone rotates out of NVDA & AMD, and into AVGO & GOOGL?

See, this is why I only buy microcap biotech companies. The volatility with NVDA is too much for me.

NVDA why are you gey?

NVDA another leg down holy shit

What is this now, the 18th or 19th NVDA bear case this year?

Nvda holy guacamoly😱😱

SPY $670p's and NVDA $180p's thts all

Meltdown in the NVDA thread. 😂😂😂

Fuk its almost as if nvda causes cancer herpes and aids with this god damn dumping. Really insane all monies shifting to goog leaving only poors with nvda bags

The bi-weekly new NVDA bear case just dropped and it's bringing my NBIS down

#THE LOWER NVDA GOES, THE HIGHER GOOGL MOONS

NVDA down and GOOG up Wow 🤩

Wow! Thats it boys, NVDA is out of the picture completely! reeeeee

how low will NVDA go?

Buying a NVDA DGX H100 SuperPOD: $18-20m, plus you've gotta pay for power, cooling, the site, and other upkeep Renting equivalent cloud compute from AWS, Azure: $10-12m per year Renting equivalent compute from a Google TPU v5p Pod: $8.5m per year If you can find cheaper compute, it's probably booked out til 2030. Google will win the AI war.

NVDA tanking the market 🤡🤡🤡

Alright so the reason we are pumping googl so hard is because of Meta Apparently Zuck promised to start using tpus to stretch his budget This also explains the nvda dump. Margin pressure is going to be real because of reduced opex with tpus Especially important when even money can't buy power these days

GOOGL & AVGO sucking off NVDA & AMD like they're vampires

I have both Goog and Nvda. While I'm happy with goog's performance, sucks to see nvda dropping like that. Hope its temporary and nvda quickly recovers

NVDA is now the loser of the AI trade? 🥺

2027 LEAPS for GOOGL bought at open today should still print something over the next few weeks, right? Even if NVDA is approved to sell H200s in China?

As a GOOGL call holder, I feel it needs to be said that TPUs are an ASIC and are fundamentally different from Nvidia GPUs. This is not a direct competition. NVDA demand far outpaces supply and all this means is that companies will use TPUs to fill the gap between NVDA supply and market demand instead of AMD. This is far more bearish for AMD than NVDA. NVDA calls, AMD puts. Book it.

TPU is trash,The only thing it can do is DeepLearning. Long CALL on NVDA

DeepSeek deja vu on NVDA. Overreaction, rebound in a week back to $190s.

#### 🚨 Out with the old (NVDA) and in with the new **(GOOG)** 🤡

“Valuations are stretched” meanwhile Tesla only down .5% but nvda down almost 4%. Fuck this market

Friendship ended with NVDA, now GOOG is my best fren

This market is retarded, why would TSMC be red on the nvda Google news, TSMC fabricates the TPUs too LMAO

#Smart money rotating out of NVDA -> GOOGL