NVDA
NVIDIA Corporation - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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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.
Full ported into VOO (70%) / NVDA (30%) right at that bottom.
Full ported into VOO (70%) / NVDA (30%) right at that bottom.
Drilldo as soon as I buy NVDA calls fuck me
Drilldo as soon as I buy NVDA calls fuck me
Oracle and openai news crashing nvda
Oracle and openai news crashing nvda
okay, I'll believe. Time to put all in into NVDA long before market close
okay, I'll believe. Time to put all in into NVDA long before market close
My NVDA calls are cooked
My NVDA calls are cooked
Bought NVDA calls right before the news.. I am now a proud NVDA *investor*
Bought NVDA calls right before the news.. I am now a proud NVDA *investor*
NVDA DUMPING TOO??!!
lol what just happened to nvda?
lol what just happened to nvda?
MUH NVDA
Oh okay NVDA fuck you too
Eat a bag of dicks nvda
Nvda has been molesting me for a month
Nvda has been molesting me for a month
Lost so much today that my last ditch effort before deleting my accounts will be USO calls and NVDA ...
Lost so much today that my last ditch effort before deleting my accounts will be USO calls and NVDA puts for power hour. Wish me luck.
nvda max pain is 180, yeah ABSOLUTLY not market manipulation, somehow every week close on max pain
nvda max pain is 180, yeah ABSOLUTLY not market manipulation, somehow every week close on max pain
NVDA hanging on by a fucking thread
NVDA hanging on by a fucking thread
NVDA 185 today?
There goes nvda. :(
There goes nvda. :(
NVDA lookin dumpy next leg down to 666 today?
NVDA lookin dumpy next leg down to 666 today?
AVGO and MRVL crushing earnings all on AI build out and price shoots through the moon. NVDA does the...
AVGO and MRVL crushing earnings all on AI build out and price shoots through the moon. NVDA does the same and price drops.... Make it make sense. NVDA
Maybe if I spam NVDA enough, some data scraper of WSB chatter will think everyone's talking about it...
Maybe if I spam NVDA enough, some data scraper of WSB chatter will think everyone's talking about it and shoot it up to the moon $NVDA
$MU DD: The AI memory bottleneck is real, Micron is printing, and the stock still gets treated like it’s 2023, 2019, or w/e
Open those sleepy eyes, I’ve been watching Micron for a while and the more I dig into it the more it feels like the market is still pricing this company like it’s the same old cyclical memory stock from 2018. Meanwhile the entire AI industry is about to consume absurd amounts of memory for the next decade. Everyone wants exposure to AI through GPUs. NVDA, AMD, accelerators, whatever. But GPUs don’t actually work without huge amounts of memory bandwidth feeding them data. Training large models and running inference requires insane amounts of DRAM and high bandwidth memory. That’s the part of the stack people seem to forget about, and Micron sits right in the middle of it. What really caught my attention was how strong the actual numbers have already become. Micron just reported about $13.6B in revenue, up from roughly $8.7B a year ago, and earnings of about $4.78 per share compared with $1.79 last year. Operating cash flow for the quarter was over $8B. Those are not numbers from a company that’s waiting for AI demand to show up, the demand is already here and it’s ramping fast. Then management dropped guidance for the next quarter and it was even more aggressive. They’re expecting roughly $18.7B in revenue and around $8.4 EPS. At current prices that puts the stock somewhere around 12x that earnings run rate, which honestly doesn’t seem that crazy for a company tied directly to the biggest infrastructure buildout in tech right now. The part that makes the story even more interesting is high bandwidth memory. HBM is the specialized memory that sits next to AI GPUs and feeds them data fast enough to run large models. Without it, the GPUs basically choke on data throughput. Micron said they’ve already sold out their entire HBM supply for 2026, including next generation HBM4. When a company is literally booked out years ahead in one of the most important components in AI infrastructure, that’s worth paying attention to. The industry projections around this market are also pretty wild. Estimates have the HBM market growing from around $35B in 2025 to about $100B by 2028, which is roughly a 40% annual growth rate. That’s before even considering how fast data center demand could accelerate if AI adoption continues at the current pace. At the same time supply across the memory industry is still tight. Micron has said they still can’t meet all customer demand, and pricing is already moving up. Some industry estimates suggest DRAM prices have jumped close to 90% quarter over quarter, with NAND prices up more than 50%. When memory pricing moves like that, the companies producing it tend to see big margin expansion. They’re also pushing new products designed specifically for AI data centers. Micron recently announced a 256GB SOCAMM memory module built for high performance computing and AI workloads. The claims were pretty impressive, significantly lower power usage, smaller physical footprint, and meaningfully faster performance for large language model inference. In an environment where data centers are constantly fighting power limits, improvements like that matter. So the obvious question is: if the fundamentals look this strong, why does the stock still get hit sometimes? Part of it is just history. Memory stocks have burned investors for decades because the industry used to be brutally cyclical. Every time pricing peaked, supply eventually flooded the market and margins collapsed. A lot of investors still assume that pattern will repeat no matter what. The other reason is macro noise. Semiconductor stocks are extremely sensitive to sentiment. War headlines, interest rate fears, AI rotations, analyst upgrades or downgrades, all of that can move the stock in the short term even if the long-term demand story hasn’t changed. To be fair, the bear case isn’t crazy either. Memory is still cyclical to some degree. If AI spending slows down, or if hyperscalers pause their infrastructure buildouts, Micron would definitely feel that. Expectations going into earnings are also pretty high, so even strong results could cause volatility if investors decide growth is peaking. But when I zoom out and look at the bigger picture, the demand side of the equation is hard to ignore. AI infrastructure is scaling rapidly and every single GPU cluster needs massive amounts of memory bandwidth to function. As models get bigger and inference workloads expand, the amount of memory required per system keeps increasing. So in a weird way **Micron becomes a sort of second order AI play. If NVIDIA sells more GPUs, memory demand rises. If hyperscalers build more AI data centers, memory demand rises. If large language models continue getting bigger, memory demand rises again.** The market still tends to treat Micron like a boom and bust commodity stock, but the environment around it is starting to look very different. Revenue growth is accelerating, margins are expanding, HBM supply is already locked in years ahead, and pricing across the industry is improving. Maybe the market is right and memory cycles will always come back to bite investors eventually. But if AI infrastructure spending keeps ramping the way it has been, Micron might be sitting in one of the most important bottlenecks in the entire stack. Not financial advice. I just like the company selling the memory that all these trillion dollar AI models need to run. My $MU Position as of today: I’m currently holding 506 shares of Micron with an average cost of $410.91. At the current price around $388, my equity position is worth roughly $196k, making up about 78% of my portfolio. I’m also positioned with $17k in options exposure, focused on upside into the next few months April 17 Calls 2x $450 calls 2x $420 calls 1x $400 call July 17 Position 2x $400 / $460 call debit spreads TLDR; Micron becomes a sort of second order AI play. If NVIDIA sells more GPUs, memory demand rises. If hyperscalers build more AI data centers, memory demand rises. If large language models continue getting bigger, memory demand rises again.
Who was dumb enough to keep loading up on NVDA calls as it kept dropping??? Just me?
Who was dumb enough to keep loading up on NVDA calls as it kept dropping??? Just me?
This market has been playing guess that bottom for 4 months NVDA has got to come down.. Wall Str...
This market has been playing guess that bottom for 4 months NVDA has got to come down.. Wall Street just doesn't want to let it
Honestly i never thought i would be able to buy NVDA at 21 Foward P/E again
Honestly i never thought i would be able to buy NVDA at 21 Foward P/E again
nvda moves so shitty
nvda moves so shitty
Whenever I see 182 I think of Blink and NVDA
Whenever I see 182 I think of Blink and NVDA
hey NVDA its me again
Why didn’t anybody tell me it was illegal for NVDA to be green
Why didn’t anybody tell me it was illegal for NVDA to be green
Someone say AI and boost my NVDA calls
Someone say AI and boost my NVDA calls
Wen NVDA & AMD to +5%?
Daily reminder nvda still 180 range. 😂
Daily reminder nvda still 180 range. 😂
there is no better buy signal that me buying puts. i bought googl puts at the low today. i bought nv...
there is no better buy signal that me buying puts. i bought googl puts at the low today. i bought nvda puts at the low yesterday. i bought msft puts under 400. incredible timing
MM trying to hold it thru NVDA
MM trying to hold it thru NVDA
‘Sorry, I ain’t waiting for you spy’ -nvda
‘Sorry, I ain’t waiting for you spy’ -nvda
Jensen must be signing more titties, NVDA looks like it might be green soon
Jensen must be signing more titties, NVDA looks like it might be green soon
why can't AVGO or NVDA do a MRVL ffs.
why can't AVGO or NVDA do a MRVL ffs.
NVDA acting like everything is sunshine and rainbows
NVDA acting like everything is sunshine and rainbows
NVDA gonna go green and start flying!
NVDA gonna go green and start flying!
Algos: we short everything pile into NVDA and then rotate back out and pump the rest of the market. ...
Algos: we short everything pile into NVDA and then rotate back out and pump the rest of the market.
NVDA please save this market
NVDA please save this market
Someone tell NVDA to stop kidding itself and sit back down
Someone tell NVDA to stop kidding itself and sit back down
Scared money piling into NVDA which ironically will green dildo the market
Scared money piling into NVDA which ironically will green dildo the market
Nvda no fucks given. Job losses are due to Ai
Nvda no fucks given. Job losses are due to Ai
Doubled down on nvda calls expiring next week, fk it
Doubled down on nvda calls expiring next week, fk it
NVDA calls at open were the way. In n out burger
NVDA calls at open were the way. In n out burger
Tsla and nvda are extremely undervalued
Tsla and nvda are extremely undervalued
🚨breaking news🚨 NVDA is a literal dogshit stock with way too many fucking shares and algos make mil...
🚨breaking news🚨 NVDA is a literal dogshit stock with way too many fucking shares and algos make millions off HFTs. The only good use for NVDA is fucking over the indexes. That’s all. Enjoy sideways chop Friday. Puts on INTU
My NVDA 185c is now worthless
My NVDA 185c is now worthless
Gas price $3.50. Sell NVDA. 🤣
Gas price $3.50. Sell NVDA. 🤣
NVDA