NVDA

Note that he didn't buy Google like Buffet did. Apple? Nope, can't go there. # Here are Peter Thiel’s Q3 13F portfolio moves **Sold Entire Positions** * **Nvidia (NVDA)** Shares sold: 537,742 Prior weight: 40.07% of portfolio Result: Exited fully * **Vistra (VST)** Shares sold: 208,747 Prior weight: 19.08% Result: Exited fully **New Positions Added** * **Apple (AAPL)** Shares added: +79,181 Portfolio weight: 27.08% Estimated avg. price: $219.89 * **Microsoft (MSFT)** Shares added: +49,000 Portfolio weight: 34.09% Estimated avg. price: $502.61 **Trimmed Positions** * **Tesla (TSLA)** Shares sold: 207,613 Change: –76.16% Portfolio weight after: 38.83%

NVDA getting dragged down by shitty US infrastructure which can't handle more data centers. No wonder Jensen really wants to sell to China

Are we really gonna bitch about thiel selling NVDA now lmao Jensen is always selling so why the fuck does this even matter

#NVDA GANG Members checking in

peter thiel dumped all his NVDA before earnings and you guys are trashing corn. its so over 😂🥲

Why Peter Thiel and SoftBank fully exit NVDA ? 🧐

"Billionaire Peter Thiel’s latest 13F didn’t show off a mere trim, but a full-blown exit from AI bellwether Nvidia (NVDA). It comes at a surprising point when Wall Street’s been busy declaring the chipmaker as virtually untouchable. Although Nvidia recently surpassed a $5 trillion valuation, Thiel walked away completely, shrinking his fund’s equity book by roughly two-thirds while building it around three megacap names."

Liquidation of 🌽 to buy NVDA 🧐

NVDA beat expectations in August due to including gain in CRWV stake as income: > “Net other income for the second quarter was $2.2 billion, primarily driven by gains in a publicly-held equity security,” according to the CFO commentary accompanying the second-quarter results. Now that CRWV is down will they take the loss?

HOLY NVDA 210 Sorry just practice for the 19th

We’re about to build data centres in space and you’re buying puts on NVDA

“NVDA has never missed earnings” is true. However, the last time NVDA pumped on earnings and held the gains until open was May 2024.

Being anywhere near the upcoming NVDA earnings report must be like carrying around the launch codes at this point. They probably have air-gapped spreadsheets typed in a Faraday cage bunker.

**Ban Bet Created:** **/u/Klutzy-Ganache2566** bet **NVDA** goes from **191.07** to **220.0** before **21-Nov-2025 11:54 AM EST** Their record is 0 wins and 2 losses. [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

!banbet nvda 220 5d

Flash crash Monday pre-market followed by NVDA lifting the entire market up into ER, per usual

The market is going to continue tanking into NVDA earnings. You have been warned.

#NVDA GANG Members checking in

NVDA earnings either gonna send us to 700 or 600

NVDA will hit 300 one day

Hey y'all can boost NVDA's revenue by asking your free questions on ChatGPT everyday>depreciate the GPU faster>OpenAI has to buy millions of GPU from NVDA=Profit

NVDA $6 trillion soon

Who here think that if NVDA doesn't address it's depreciation problem in the er it is gonna tank the market.

September jobs report will be out on Thursday, the same day NVDA reports earnings.

Puts are overbought and NVDA will crush earnings. 🚀

Going to yolo into NVDA calls come Monday pre-market. Buying the dip of the dippy dip. Ramen Monday. Tendies by Friday.

NVDA will be at 230 after ER, trust me 😌

Since NVDA should rightfully hit 225 after earnings, it will now sell off for no reason

You guys think NVDA is gonna beat or no

I wish NVDA would stop constantly making AI the PR focus point. Such a good company, talk more about HPC, cloud infrastructure, edge computing, gaming etc. They have their eggs in so many baskets yet the average investor now thinks of them as an AI company and are now the top member of the "AI Bubble" fear list

It’s NVDA powered.

NVDA is priced for perfection. Earnings will be bloody

you know everyones going to be waiting on data and nvda earnings. Are you new here?

Market reacted badly to NVDA earnings last time right?

#NVDA BERS LMFAO ^^^^^Sorry, ^^^^^just ^^^^^practicing ^^^^^for ^^^^^Wednesday ^^^^^night

Maybe Jenson can save NVDA if he sucks Bubba’s dick.

GOOGL will be green Monday, which means META will be green, which means MSFT will be green, which means SPY will be green. NVDA idk

Hope 🥭 says some crazy shit Sunday night/ Monday morning. Gonna be real boring if I have to wait for NVDA earnings for volatility

I am thinking we will be red or theta next week until NVDA earnings.

On friday I decided to sell everything but NVDA and go all in GOOGL then the Buffet announcement came out LMAOOO Thanks for pumping my bags

NVDA 230 or 145 after ER? 🥴

NVDA ER play and to the moon

Is this the ER NVDA finally pumps?

Everyboy waiting on NVDA when earnings are after close on Wed--*do you know how many more bj emails can come out by then???*

Holding these expensive NVDA calls that’ll be worthless by Thursday morning bc I didn’t learn the past 3 ER 🥹

Hold NVDA calls through ER or sell Wednesday? March 200c

Nvidia’s $NVDA GB200/300 rack shipments are estimated to be 14,000 to 15,000, per Morgan Stanley, up from 8,000 to 8,500 in Q3.

You already have a bet going - NVDA to 195.0 before 19-Nov-2025 11:57 AM -05

!banbet NVDA and GOOGL 🚀🚀🚀

!banbet nvda 220 7d