NVDA
NVIDIA Corporation - Common Stock - Recent news and sentiment analysis
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NVDA Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
Notice how GOOGL outperforms NVDA day in, day out - for weeks now. It will easily surpass NVDA as #...
Notice how GOOGL outperforms NVDA day in, day out - for weeks now. It will easily surpass NVDA as #1 by 2030.
Bears went from being NVDA CEO to washing dishes at Denny's
Bears went from being NVDA CEO to washing dishes at Denny's
I do think this pump from Nvda was insiders lol. They fucking knew trump was going to okay sales of ...
I do think this pump from Nvda was insiders lol. They fucking knew trump was going to okay sales of old shit chips.
NVDA EOD price ?
I don’t even want to imagine what happens if we get a surprise cut and NVDA back into China
I don’t even want to imagine what happens if we get a surprise cut and NVDA back into China
Ah the world economy is saved now that China can buy NVDA chips..
Ah the world economy is saved now that China can buy NVDA chips..
Why this doesn't matter: 1. Gyna is already buying chips via 3rd parties 2. TSMC has no extra produ...
Why this doesn't matter: 1. Gyna is already buying chips via 3rd parties 2. TSMC has no extra production capacity to deal with increased demand 3. Gyna is already working on domestic chip designs to avoid this issue 4. This is all a rumor intentionally leaked to pump the market Not that this matters as bols will jump into NVDA anyway only to become exit liquidity.
Lemme put 900% tariffs on China because their trade practices are so unfair but allow nvda to sell t...
Lemme put 900% tariffs on China because their trade practices are so unfair but allow nvda to sell the most sought after chips in the world to China real quick ayyyyy lmao dont worry about it losers
ahh, there's the news: NVDA might sell to GYNA
ahh, there's the news: NVDA might sell to GYNA
Gonna be awkward when NVDA earnings don’t move because they already are selling to China via third p...
Gonna be awkward when NVDA earnings don’t move because they already are selling to China via third party countries lmaoo.
Whoever bought those million $$$ worth of NVDA 200C 12/18, a few minutes back, next time please shar...
Whoever bought those million $$$ worth of NVDA 200C 12/18, a few minutes back, next time please share inside info.
breaking news: trump team internally discussing allowing nvda to sell to china
breaking news: trump team internally discussing allowing nvda to sell to china
NVDA export restrictions to China may be lifted
NVDA export restrictions to China may be lifted
Trump team gave the okay for NVDA chips to China LMAO
Trump team gave the okay for NVDA chips to China LMAO
nvda sells chip to china??
nvda sells chip to china??
"Trump team internally floats selling Nvidia H200 chips to China. $NVDA"
"Trump team internally floats selling Nvidia H200 chips to China. $NVDA"
>TACO TEAM INTERNALLY FLOATS SELLING NVIDIA H200 CHIPS TO CHINA NVDA to $10T
>TACO TEAM INTERNALLY FLOATS SELLING NVIDIA H200 CHIPS TO CHINA NVDA to $10T
HOLY NVDA WTF WAS THAT JENSEN
HOLY NVDA WTF WAS THAT JENSEN
Anatomy of a tenbagger: why the Red Queen hypothesis will help you find the next NVDA. AMPX DD
Given everyone is bearish around here and is butthurt about seeing their positions crater over the last month, let me try and inject some good old fashioned DD so you can fantasize about future gains again. This will be a long one as I’ve been following this company for quite a while and done a fair amount of research on the sector. Writing to share but also looking for feedback from anyone who has been on the front lines. (If you fly drones for the army please hit me up) Here we go: The Red Queen Hypothesis and Unfair Advantages I used to work as an engineer in a highly competitive (but also technical) sport. It’s where I witnessed how powerful the Red Queen hypothesis is. In evolutionary biology, the Red Queen hypothesis proposes that organisms must constantly adapt and evolve just to maintain their current fitness in a rapidly changing environment. In sport, this means that every new piece of equipment that confers an advantage eventually becomes table stakes. In business, the metaphor fits companies that offer a technology to a hyper-competitive industry that is seen as an “unfair advantage”. Those that don’t adopt fast enough get left behind. Ten baggers are the companies that create and embed an advantage so powerful that their technology becomes necessary rather than optional for survival in the competitive arena. Think about NVDA and the AI arms race: A company builds a technology that rivals cannot easily replicate and that customers must adopt to keep up. Over time, keeping up becomes, in effect, the bare minimum and those who lag pay a price (either margin pressure, share loss or extinction). The industry’s motion forces everyone to “run faster” just to stay in place; the “winner” runs ahead and thus outpaces everyone else, like the Red Queen’s race. For shareholders, this dynamic can produce sustained growth, margin expansion and ultimately multi-bag returns when the market begins to price in the inevitability of dominance. To use this as a filter for finding a potential “next NVDA,” one should ask: Is the company offering a true step-change technological advantage? Is the advantage serving a high-stakes, high-volume industry where the cost of not adopting is meaningful? Are there structural tailwinds (regulatory, geopolitical, market) that make adoption likely and widespread? Are there barriers to entry (patents, manufacturing scale, regulatory approvals, systems integration)? Can the company transition from early-proof to scale production to cash-flow positive? When these align, the company and its products shift from nice to have must have, and if you can time the inflection, the upside can be dramatic. Why I think this is where AMPX (Amprius Technologies, Inc.) and the Drone Market stand today Let’s walk through how AMPX fits this Red Queen model, focusing on the drone / unmanned aerial systems (UAS) sector, which is undergoing a structural shift. Unfair advantage: high-energy-density silicon-anode batteries Amprius has developed silicon-anode lithium-ion cells (its SiCore® platform) that deliver very high energy density (cited at ~450 Wh/kg) and are shipping to drone / UAS customers. The advantage: for drones, endurance, power-to-weight ratio, reliability in demanding environments all matter. A battery that lets a drone fly longer, carry more, or operate in harsher conditions becomes a competitive differentiator. To give you a practical sense of how much of an advantage these batteries are: Nordic Wing (a recently announced customer) claimed that these batteries increased flight time by 90%. Nearly double. If you’ve ever flown a drone: flight time is a major limitation and a doubling is an unfair advantage. The thesis: If military/commercial drone OEMs adopt Amprius’ cells as a required component to stay competitive (i.e., “we must use this battery tech or our drone cannot keep up”), then Amprius may be in a position to become a “must-supplier” in a fast-moving industry. Industry: drones / defence procurement is entering a leap Lots has been written about drones on WSB so I won’t go too deep into the industry details. I would only go into one headline that you may have missed because you were too busy mourning your ports: The United States Army recently announced that it is targeting procurement of at least one million drones over the next 2-3 years compared to its current rate of ~50 000/year. This is not the “10-20% CAGR” that analysts have been modeling. This is a tenfold increase. The drone industry is not just growing, but entering a step-change in scale and procurement behaviour. In such environments, component suppliers that supply the “secret sauce” tech (like high-density batteries) can benefit disproportionately. Fit: Amprius meets the criteria AMPX is shipping cells to advanced drone customers and already qualified some of its modules for leading defense tech. The company claims partnerships and orders from UAS manufacturers (e.g., a recent ~$35 million follow-on purchase order from a drone customer). The tech has meaningful performance claims (450 Wh/kg, long-endurance drones) that allow drone makers to differentiate. The addressable market is large and rising, and procurement cycles are shifting from “nice” to “need.” Because the advantage is embedded in a complex hardware component (battery chemistry + manufacturing scale + safety + certification) it is harder to replicate quickly. Where the “Red Queen” effect kicks in Drone OEMs and militaries are under pressure: adversaries are using expendable drones, swarms, long-duration UAS, etc. To keep up, incumbents must adopt superior batteries, sensors, autonomy, etc. Amprius’ tech thus becomes not just a bonus, but potentially part of the minimum standard to compete. That means the company might avoid being just another supplier and instead become a foundational supplier: giving it leverage on pricing, margins and volume. If the transition from “prototype” to “volume orders” happens (and Amprius seems to be making that move), then the stock might see the kind of multi-bag move one hopes for when the market re-rates based on future dominance. BuT tHe sToCK Is AlrEAdY uP: Yes, yes, the stock has run. I actually tried to post about it late last year but it was under the allowable market cap. This is a real company: and real companies can continue to go up if earnings back it up. Here are some numbers to back valuations: Q3 2025 (ended Sept 30) revenue: $21m. EPS of –$0.03 vs –$0.06 estimate. Growth: This was a ~42% quarter-on-quarter increase and ~173% year-over-year (for the quarter) Gross margin: The company has reported a positive gross margin ( +15% in Q3) that is expected to expand Orders/customers: A ~$35 million order from a recurring drone customer. 80 customers added in Q3 and $53m in backlog orders. Production capacity: The firm has stated ~1.8 gigawatt hours of capacity through partners. This translates to $1-2B of revenue at full capacity. Conservative profitability scenario: Let’s assume the following: Revenue for full year 2026 grows, not exponentially, but moderately (say ~100% vs 2025). If 2025 full-year revenue ends up around ~$75m (given Q1-Q3 numbers and ramp), then 2026 might hit ~$140-200m in revenue. At say a 15% gross margin (which is already achieved and is expected to expand), and modest operating expense growth, the company could move from net loss to near breakeven or modest profit. In Q1 or Q2 2026. Given the order backlog and ramp in drone battery shipments, the margin expansion may happen without assuming extraordinary growth. In other words: if the market begins to believe that Amprius can deliver $150m+ revenue with 15%+ gross margin, then the path to profitability seems credible and that tends to shift the valuation multiple upward (especially for a “must-supplier” in a fast growth market). Even if the company is not free-cash-flow positive today, the market will begin to treat it as more than an R&D story. Risks: standard and obvious. Company is not profitable yet. (It has also been stuck in a momentum basket which has made it quite volatile, though it seems to be losing tracking now) Summary & PT Without getting too deep into the numbers: having been on earnings calls and seen analyst PTs and modeling a small increase in growth, my 2026 PT is $25. (This is a tenbagger from when I first got in, sorry) though I’ve added at $7 and again at $11. There is no reason, should they continue to execute, that AMPX can’t be a 5-10B company. Position attached plus another 2k shares in an account I can’t see online (you’ll have to take my word for it) Putting it all together: The Red Queen lens tells us: look for companies whose advantage becomes a baseline “must have” in a fast-moving market. Amprius appears to fit: high-density silicon-anode batteries, serving drone/UAS manufacturers in an environment where drones are rapidly becoming indispensable. Macro tailwinds are strong: military procurement of drones is ramping (US Army, executive orders, etc), the global drone market is growing, domestic supply-chain shifts favour US-based component providers. Personally, on a macro level, I think monetary and fiscal policy will be pro-risk asset in the beginning of 2026 as well. If the market begins to price in that Amprius will be the dominant supplier (or among the few key suppliers) to the drone industry, then the valuation upside could be meaningful. The key is timing the inflection from “growth story” to “earnings story” once profitability (or credible path to profitability) is visible, the multiple expansion often follows. Hang in there, and see you in Valhalla.
Imagine buying nvda at 180
They need to use inspect element to make NVDA $300
They need to use inspect element to make NVDA $300
Friday nights are the worst. Girlfriend has two of her friends over and all I can hear is chuckling ...
Friday nights are the worst. Girlfriend has two of her friends over and all I can hear is chuckling laughter and high pitched gossiping going on downstairs. Do they even realise the immense pressure I’m under trying to trade this stock market? I bet none of them even know what NVDA is. Fucking amateurs.
NVDA hitting $180 after that earnings is such massive horseshit.
NVDA hitting $180 after that earnings is such massive horseshit.
Stocks plunge, fed rate cut bets, NVDA earnings in hindsight *1 hr later* Stocks ~~plunge~~ jump, ...
Stocks plunge, fed rate cut bets, NVDA earnings in hindsight *1 hr later* Stocks ~~plunge~~ jump, fed rate cut bets, NVDA earnings in hindsight *1 hr later* Stocks ~~plunge jump~~ mixed, fed rate cut bets, NVDA earnings in hindsight
Went from Profit of $792 on NVDA calls to $264 Fuck me in the asssssss GREED IS REAL FUCK MANNNN
Went from Profit of $792 on NVDA calls to $264 Fuck me in the asssssss GREED IS REAL FUCK MANNNN
Algos selling off NVDA cause they realized the scam is up
Algos selling off NVDA cause they realized the scam is up
NVDA bulls getting rug pulled again lmfao
NVDA bulls getting rug pulled again lmfao
Kinda felt like that Monday in April where stocks like NVDA were at 85 but bounced and we didn’t loo...
Kinda felt like that Monday in April where stocks like NVDA were at 85 but bounced and we didn’t look back Wondering if todays pre low was the same
Used the pump to get out of NVDA calls that I put on yesterday. Good lord that was a stressful -100$
Used the pump to get out of NVDA calls that I put on yesterday. Good lord that was a stressful -100$
Don't worry, bears, everything will drop now because I just bought more NVDA stocks. Sorry, bols.
Don't worry, bears, everything will drop now because I just bought more NVDA stocks. Sorry, bols.
I cannot believe I fomo’d into NVDA puts at 175 🥀
I cannot believe I fomo’d into NVDA puts at 175 🥀
If nvda could go up like $9 that would be great
If nvda could go up like $9 that would be great
When NVDA is green, life is gucci
When NVDA is green, life is gucci
Yall seen Nvda just climb back near 4 percent in an hour and you don’t think they can hit 200 in the...
Yall seen Nvda just climb back near 4 percent in an hour and you don’t think they can hit 200 in the next couple weeks ?
Bought back NVDA at 180.3, I am a perma bull now.
Bought back NVDA at 180.3, I am a perma bull now.
NVDA saw green and was like nope
NVDA saw green and was like nope
How in the fuck does NVDA go from 173 to almost green?
How in the fuck does NVDA go from 173 to almost green?
MORE NVDA CALLS
NVDA fighting for green like a regard
NVDA fighting for green like a regard
#Ban Bet Lost /u/Klutzy-Ganache2566 made a bet that NVDA would go to 220.0 within **5 days** when i...
#Ban Bet Lost /u/Klutzy-Ganache2566 made a bet that NVDA would go to 220.0 within **5 days** when it was 191.069 and it did not, so they were banned for a week. Their record is now 0 wins and 3 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)
Whoever keeps selling NVDA to keep it below $180 could you kindly eat a bag of dicks and fuck off fo...
Whoever keeps selling NVDA to keep it below $180 could you kindly eat a bag of dicks and fuck off for the day?
I watched 13k evaporate on my puts as NVDA recovered, and I'm more emotionally focused on that than ...
I watched 13k evaporate on my puts as NVDA recovered, and I'm more emotionally focused on that than the fact i still made 23k
Nvda going green
That $180 battleground on NVDA is wild
That $180 battleground on NVDA is wild
Request timed out. Request timed out. Request timed out. Reply from 192.168.0.1: bytes=32 time...
Request timed out. Request timed out. Request timed out. Reply from 192.168.0.1: bytes=32 time <1ms TTL=64 Reply from 192.168.0.1: bytes=32 time <1ms TTL=64 NVDA buy server........ONLINE🚀
I knew we are ok when montley fool wrote an article not to invest in nvda
I knew we are ok when montley fool wrote an article not to invest in nvda
Not letting NVDA or TSLA go green is the true motive of today
Not letting NVDA or TSLA go green is the true motive of today
the more I play the market the more I think no one has any idea what they're doing. NVDA drops 5% ju...
the more I play the market the more I think no one has any idea what they're doing. NVDA drops 5% just to buy it all back 30 seconds later.
Do you think they cap NVDA at 180 to kill all the Friday Call options from earnings and let it rip n...
Do you think they cap NVDA at 180 to kill all the Friday Call options from earnings and let it rip next week? hmmmmmm
LFGGG NVDA