NVDA
NVIDIA Corporation - Common Stock - Recent news and sentiment analysis
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Hello nvda pls go back $190 when market opens
Hello nvda pls go back $190 when market opens
NVDA dragging down everything
NVDA dragging down everything
NVDA noo, we worked so hard to get back here
NVDA noo, we worked so hard to get back here
Nvda don’t you know you gotta pump it up
Nvda don’t you know you gotta pump it up
Slv rotation into nvda wen
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
I drew colossus from Starcraft 2 to represent laser beams. And prepared a whole thesis but kept getting automodded for "low quality". So here's the more TLDR version of my thesis: The Entire AI Industry is shifting to photonics from Google TPU to optical interconnects. The entire AI "Growth" story ends in 2026 if there's no InP substrates + materials. BUT GUESS WHO CONTROLS IT ALL? One Company: $AXTI. There's two bottlenecks: InP Substrates - \- Hyperscaler optics (TPU pods, etc) \- Optical transceivers (5g, data) \- LiDAR (robotaxis, drones, military) \-Optical Modules (interconnect clusters) \- Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) This is a DUOPOLY from \-AXTI (est. \~30–35%) \-Sumitomo (est.\~30%) \- JX Nippon (est. 10-15%) Indium Phosphide (the source material for everything): Vital Materials - 35% AXT - 25% Before, this was a commodity with low TAM just for telecom. Now they're used for the entire AI buildout. Just to give u an example $AXTI -> $LITE -> $GOOGL TPU. without any of these members, the program shuts down. Google would literally pay $5B (50 TIMES prices + \~$140m TAM from 2024) DIRECTLY to one of these suppliers -> hand to COHR just so their whole TPU program doesn't stall because Meta decided to buy them out. And this would only be a like a 3-4% added cost to their BOM because this thing was so cheap. If Meta does it first, then Google's TPU program stalls. If Google does it first Microsoft's ASIC problem stalls. THE WORLD IS AT MAX CAPACITY RIGHT NOW (demand > supply by multiple factors pre-ramp) AND THIS IS GAME THEORY on materials supply chains. Guess who shows up twice in the WHOLE AI bottleneck? Both as the duopoly bottleneck and the duopoly bottleneck of the bottleneck AXTI. This is the holy grail of supply chain analysis + materials research. Nobody's posted about this stock here in the past 5 years, you're welcome. Anyway I decided to max OTM some spare change on Calls last Friday, because there's a low chance this goes from $15 to $150 if we see the same memory supply stock in 2026. I will buy more shares on Monday when markets open up but wanted to share this at the start as proof. NFI, there's a chance China sends this to $0 with export controls so don't follow along I just wanted to share my thoughts. But if this goes to $0 so does the entire growth phase of the AI buildout. I just thought this could also easily be a $7B company given they control 1/3rd of the world's entire substrate capacity and then 1/4th of the world's entire materials used for AI buildout. It's a monopoly in mining -> refining -> substrate production. And a duopoly for InP substrate production and Indium Phosphide. I just wanted to share as proof in case this becomes legendary. TLDR: THE ENTIRE AI INDUSTRY IS BOTTLENECKED TWO TIMES BY THE SAME COMPANY. FOUND THE SINGLE POINT OF FAILURE OF THE ENTIRE MANY TRILLION USD WESTERN AI BUILDOUT IS SOME $700m COMPANY CALLED AXTI, WORTH LESS THAN SOME PRE REVENUE LLM STARTUP.
This reminds me of November but instead of nvda, it's slv
This reminds me of November but instead of nvda, it's slv
Nvda either craps the bed or go to 200. My prediction it craps the fucking bed right at open
Nvda either craps the bed or go to 200. My prediction it craps the fucking bed right at open
Nvda 195 wen
I was just talking to Grok about it earlier: The NVIDIA (NVDA) and Groq deal announced on December ...
I was just talking to Grok about it earlier: The NVIDIA (NVDA) and Groq deal announced on December 24, 2025, isn't a full acquisition—despite some initial headlines suggesting otherwise—but rather a $20 billion non-exclusive licensing agreement for Groq's AI inference technology, combined with an "aqui-hire" of key executives and talent from the startup. [cnbc.com](http://cnbc.com) \+3 NVIDIA has denied rumors of a complete buyout, emphasizing it's about accessing Groq's specialized hardware for faster, more predictable AI inference (processing outputs from trained models) rather than owning the company outright. [trendforce.com](http://trendforce.com) Groq, valued at around $6.9 billion earlier in 2025, focuses on chips that excel in inference workloads, which are becoming a larger share of AI spending as models shift from training to real-world deployment. [reuters.com](http://reuters.com) \+1 This deal deploys part of NVIDIA's massive cash reserves ($60.6 billion as of October 2025) to bolster its dominance in the AI hardware stack. [medium.com](http://medium.com)
NVDA calls all the way. The AI bubble is real, and so are the gains.
NVDA calls all the way. The AI bubble is real, and so are the gains.
Nvda just die wtfff
Nvda just die wtfff
#NVDA GANG ——-> $200 EOD
#NVDA GANG ——-> $200 EOD
I tried shorting NVDA... i think the most I got was like 60% on some puts. And it was an agonizing ...
I tried shorting NVDA... i think the most I got was like 60% on some puts. And it was an agonizing trade. I don't know how the NVDA bers do it, its like the worst stock to short, most of the puts expire or bleed out. But theres so much put volume.... must be some massive hedge funds
What did NVDA ever do to bers
What did NVDA ever do to bers
NVDA 200
Nvda dump cmon
Nvda just dump wtffff
Nvda just dump wtffff
Ok NVDA flying, that’s all I care about
Ok NVDA flying, that’s all I care about
I only care about silver cause they’re announcing some sort of partnership with NVDA. Other than tha...
I only care about silver cause they’re announcing some sort of partnership with NVDA. Other than that it’s better to buy gold
#NVDA GANG Members checking in
#NVDA GANG Members checking in
Is this because SLV announced they were buying NVDA?
Is this because SLV announced they were buying NVDA?
BREAKING: Silver officially surpasses Nvidia, $NVDA, as the 2nd most valuable asset in the world, no...
BREAKING: Silver officially surpasses Nvidia, $NVDA, as the 2nd most valuable asset in the world, now worth $4.65 TRILLION.
SLV signing partnership with NVDA, NBIS , CRWV & ASTS/RKLB - intergalactic space silver bullion with...
SLV signing partnership with NVDA, NBIS , CRWV & ASTS/RKLB - intergalactic space silver bullion with AI integration & in-house silver mines for data centers.
At $1,000 a share they're still 1/20th the size of NVDA
At $1,000 a share they're still 1/20th the size of NVDA
NVDA signed partnership with silver. 🚀🚀🚀
NVDA signed partnership with silver. 🚀🚀🚀
That Groq acquisition changed the entire narrative around NVDA. Even Masayoshi Son and Peter Thiel w...
That Groq acquisition changed the entire narrative around NVDA. Even Masayoshi Son and Peter Thiel will be buying their stakes back.
In 2 years nbis will be over $1k and will overtake nvda as the no.1 stock and people will say “man I...
In 2 years nbis will be over $1k and will overtake nvda as the no.1 stock and people will say “man I shoulda bought when it was under $100”
The rush to buy NVDA starting on January 2nd will be something to behold...
The rush to buy NVDA starting on January 2nd will be something to behold...
SLV, NVDA, SPY and maybe QQQ
NVDA goes up 1600% Bears: ... ASTS goes up 400% Bears: ... Gold hits $4500 Bears: ... Silver h...
NVDA goes up 1600% Bears: ... ASTS goes up 400% Bears: ... Gold hits $4500 Bears: ... Silver hits $80 Bears: "LOL RUG PULL WILL BE LEGENDARY" "CAN'T WAIT FOR IT TO CRASH" "I'M BUYING PUTS"
#Ban Bet Lost /u/JoyLimbPrivateHldgs made a bet that NVDA would go to 200.0 within **3 weeks** when...
#Ban Bet Lost /u/JoyLimbPrivateHldgs made a bet that NVDA would go to 200.0 within **3 weeks** when it was 182.361 and it did not, so they were banned for a week. Their record is now 0 wins and 1 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
NVDA 195 TMRW
My top picks for 2026: NVDA AMZN GOOG SIL GDX PM CVX KMI
My top picks for 2026: NVDA AMZN GOOG SIL GDX PM CVX KMI
10 stocks for 2026. 10k each. What are the best options? I have so far: NVDA, MU (maybe 20k even), ...
10 stocks for 2026. 10k each. What are the best options? I have so far: NVDA, MU (maybe 20k even), RDDT, GLD. I need six more choices 🤔 some of the other stocks I'm thinking are LLY, META, ONDS and maybe RKLB.
GPT is bias because it’s powered by NVDA chips 🤔
GPT is bias because it’s powered by NVDA chips 🤔
I ask GPT and they said NVDA will be $200 Monday. Shit better not lie to me
I ask GPT and they said NVDA will be $200 Monday. Shit better not lie to me
Crazy how my entire net worth is on 10 nvda puts
Crazy how my entire net worth is on 10 nvda puts
So long puts on NVDA? 👀
Sold OKLO with loss. Am I regarded to sell NVDA for MU?
Sold OKLO with loss. Am I regarded to sell NVDA for MU?
NVDA - MORGAN STANLEY’S TOP STOCK PICKS FOR 2026 Morgan Stanley highlighted several stocks it belie...
NVDA - MORGAN STANLEY’S TOP STOCK PICKS FOR 2026 Morgan Stanley highlighted several stocks it believes are well positioned for 2026, led by Nvidia, which it views as central to the AI trade with strong revenue momentum and long-term demand. Spotify is favored for its use of AI, pricing power, and margin expansion potential. Palo Alto Networks is a top cybersecurity pick, supported by AI trends, platform integration, and acquisitions. Western Digital also stands out, benefiting from strong cloud spending, pricing power, and multiple near-term catalysts.
NVDA 01/02 192.5 or 195 calls on Monday ?
NVDA 01/02 192.5 or 195 calls on Monday ?
**Ban Bet Created:** **/u/TechBubbleTrouble** bet **NVDA** goes from **190.1** to **200.0** before *...
**Ban Bet Created:** **/u/TechBubbleTrouble** bet **NVDA** goes from **190.1** to **200.0** before **30-Dec-2025 06:28 PM EST** Their record is 0 wins and 2 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)
nvda or asts
NVDA 200 eow
I am short SLV and NVDA, eat me
I am short SLV and NVDA, eat me
When is NVDA going back over 200?
When is NVDA going back over 200?
Now I just need dog coin to go to over $100k and I can say RH made me a million. Would have been be...
Now I just need dog coin to go to over $100k and I can say RH made me a million. Would have been better off with the partial shares of NVDA or something worthwhile in a short
I'd say MU, but if I had to chose between the two, I'd say NVDA AVGO's price to earnings ratio is j...
I'd say MU, but if I had to chose between the two, I'd say NVDA AVGO's price to earnings ratio is just more expensive compared to NVDA, and its not like its beating it in growth either from at least what I could tell, in fact thats probably why it tanked so hard after its earnings, it was even at like a 100 pe if I remeber correctly
they define it as at least 3 of these occurring within 90 days - NVDA down 50% from ATH, SOXX down 4...
they define it as at least 3 of these occurring within 90 days - NVDA down 50% from ATH, SOXX down 40% from ATH, OpenAI or Anthropic declaring bankruptcy, OpenAI acquired, H100 rentals below $1.00/hr for 5 consecutive days, and/or one supplier (TSM/ASML/AVGO/ANET/SMCI) down 50% from ATH