NVIDIA Corporation (NVDA) News

Nvidia talks Enterprise AI and then Industrial AI , these guys reach everywhere.

NVIDIA Collaboration

Hitachi Rail’s strategic collaboration with NVIDIA means HMAX digital services will now be accelerated by the NVIDIA IGX™ industrial-grade, edge AI platform, delivering robust edge AI computing on trains and assets across the railway ecosystem.

Acceleration of solution development via

NVIDIA’s AI frameworks

NVIDIA and Hitachi Digital’s software engineering experts

This combined expertise, along with that of Hitachi Digital’s AI COE and software engineering, is set to empower our customer base across 51 countries globally through faster, more powerful AI capabilities from edge to cloud.

NVIDIA + Hitachi Rail catenary and pantograph monitoring use case:

By using the?industrial-grade?NVIDIA IGX platform with?NVIDIA Holoscan for real-time sensor processing, the massive volumes of video data from train fitted Pantograph Cameras (pan cams) can be processed and managed at the edge (on the trains or infrastructure) in real?-time, with only relevant information sent back to the operational control centres.

Prior to the deployment of these AI enhancements, Pan Cam systems could take up to ten days to process all the data that the train collected in a single day.

With the new solution, the AI systems can?process the information in real-time, providing valued, timely insights about overhead line conditions.

Good punch line

A delightful angelic little boy was waiting for his mother outside the ladies room of the gas station.

As he stood there, he was approached by a man who asked,

"Sonny, can you tell me where the Post Office is?"

The little boy replied, "Sure! Just go straight down this street two blocks and turn to your right. It's on the left."

The man thanked the boy kindly, complimented him on how bright he was and said, "I'm the new pastor in town. If you and your mommy come to church on Sunday,

I'll show you how to get to Heaven."

The little boy replied with a chuckle; "You're shitting me, right?

You can't even find the Post Office."

Three surgeons on lunch break:

Surgeon 1: I like surgery on electricians. After you open them up, everything is color coded.
Surgeon 2: I like surgery on librarians. After you open them up, everything is in alphabetic order.
Surgeon 3: I like surgery on politicians. After you open them up, they have no spine and guts, and their head and ass are interchangeable.

Not to mention the street always looks ahead

I think your price range is overly optimistic. I can see up to mid 2025 hitting 165 but would take a lot more data centers to go above that. Texas has already stated if you want to put up data centers, you need to build the energy plants to supply them. I don't know how many countries have the power requirements to handle both the expansion of EV along with data centers. Liquid cooling would cut the cost to cool vs air cooled but there is still a lot of power draw from the actual product. Quite frankly nuclear power is the only supply that makes sense. The nice thing is France has the best technology for smaller power plants and their reactors are more energy than used.

I think you're trying to say more and more business for Nvidia even it they do come out with their own chips?

I expect a healthy price increase after the year-end report. I hope you are correct in your price range for 2025.

Good assessment.

I think the number on November 20th will be impressive enough but it's the Blackwell deployment news that will matter. On there call they will have data from almost a full first month of Blackwell sales and we're already know the demand is unreal. Nothing goes straight up but doubt any large dips will happen or if they do last longer than minutes. 2025 will beat banner year and I expect $3-400

NVDA is obviously very volatile. The next Q will come out mid- November. This will contain numbers that likely will not include any revenue from the production run of Blackwell, which NVDA stated was to begin in the 4th quarter.

I believe that NVDA will (once again) handily beat analysts predictions in the Q coming out in November. Unfortunately, I expect investors will (once again) punish NVDA because it is likely that it will not WILDLY exceed analysts predictions.

I think that it is this scenario which will allow short players to take advantage.

There’s no guarantee that the price WILL decrease after the 3rd quarter Q is published. But it’s clear (to me anyways) that investor expectations of NVDA numbers are generally unreasonable. Even though NVDA continues to HANDILY beat the predicted numbers, investors want them to absolutely SMASH them. So my opinion is that investors will punish NVDA, with short players driving the stock lower.

I think that anyone wishing to add to a long position would do well to take advantage of any dip that might be seen in the stock price after the third quarter 10Q financial report is published.

Imho going short now is very high risk

Might be time to scale into a short position here

Good for Nvidia

Data center finance leases
Buried within the footnote of its quarterly and annual reports, Microsoft lists the number of finance leases, mostly for data centers, that have yet to commence. The details include the amount of money it has contracted out for leases that it has not yet begun to use.
At the end of June, these finance leases that have yet to begin stood at a staggering $108.4 billion. To put that in context, Microsoft had total finance lease liabilities of $27.1 billion at the end of its fiscal 2024 (which ended in June), and its finance leases yet to be commenced at the end of fiscal year 2023 were $34.4 billion. So the amount of finance leases it has contracted out that have yet to begin has more than tripled in the past year.
These leases are expected to begin between fiscal years 2025 and 2030. They will have terms ranging from one year to 20 years.

So what does all this mean? Well, finance leases are typically long-term agreements by which the owner of an asset gives control of it to another party in exchange for payments. Usually at the end of the lease, the lessee (the party making payments) has the option to buy the asset for a nominal amount.
Microsoft has made it clear that these leases are for data centers, which means it has contracts in place to spend a whole lot of money on data centers in the coming years. Now some of this could be through partnerships with Oracle and CoreWeave, but this still leaves a lot of new data center space set to be added.

Next Step $ 137 !

If your job is to explain the jobs report to us, you’re not doing a very good job. Your math skills are not too good. The numbers you printed don’t add up. But if you were trying to tell us which political posters are on your lawn, you succeeded.

After the drop at the open the 5 min chart was a stair stepping beauty. Six steps only to break a HOD just before the close. Higher highs and higher lows.

Say anything to make your self feel better. Record market and you’re crying. Poor baby.

Yup.

$NVDA has the most bullish flow so far today
By: Cheddar Flow | October 4, 2024

• $TSLA has the most bearish flow so far today with $60M in premium

Most of this is from large call sell orders



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another rejection at $125

going to be fun seeing what happens when the real profit taking begins here





just wondering who the incremental buyer is now at these levels?

who doesnt already have NVDA shares?

$3 trillion market cap prices in most of 2025 earnings already

less of a chance the FED goes 50 again, perhaps two 25 cuts at most now, i think they might pause at next meeting or the one after, i dont see 100 bips in cuts now by year end

SP 500 at 5700-5800 is RICH, fully valued and then some

$122 dip and back to $125 all is good next up $126-$127

Too funny. I can see why some seem nervous. There are only a few weeks left, until the 4th quarter starts and Blackwell production ramps up. Then the inevitable revenue PILING IN after the sales begin.

Then the 10K comes out. Yup. If I was betting against NVDA, I'd be sort of nervous too!

🤣

There is no clear line at this point. The traders still control the direction and they're playing both sides.

Nothing major will happen until funds/institutions start buying again. A number of them have decreased their positions since June. Again, just too much stock in the float now. So traders will continue to play the long and short positions until some major buying comes in.

Maybe longs will hear from Jensen Huang today saying there’s demand for $NVDA chips. They need some type of news to push higher after hearing there was demand for $NVDA chips earlier this week, and last week, and 16 times in September, and 72 times in 2024. Default pump phrase = "there's demand for chips" This will only last so long...

Last chance?

$NVDA Today's high so far? $125.00 TO THE PENNY
By: TrendSpider | October 4, 2024

• Today's high so far?

$125.00 TO THE PENNY.

Clear line-in-the-sand for $NVDA.



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NVDL long out for now

Today is send the market up day 401ks will pay for expensive NVDA before the slight pullback

NVDA 126.46 to 127.40 probable zone before a pullback

I went back and listened to Phil Panaro’s video on Nvidia, he was very positive about future growth he mentioned the extensive conversion for local,state and government from Web 2 to Web 3. Does anyone know what this means thanks

NVDA looking good premarket $125

DoJ/SEC Back Class-Action Lawsuit Against Nvidia In Supreme Court

The United States Justice Department and the Securities and Exchange Commission told the Supreme Court that an Nvidia investor class-action lawsuit alleging the tech company misrepresented its sales to crypto miners should be greenlit.



Nvidia and the investor group have been in a legal battle since 2018, which has now reached the top US court.

In an Oct. 2 amicus brief, US Solicitor General Elizabeth Prelogar and SEC senior lawyer Theodore Weiman argued that the suit had “sufficient details” to survive a district court dismissal, adding that the Supreme Court should greenlight its revival by an appeals court.

The two agencies said they have a “strong interest” in the case because it concerns laws designed to limit frivolous securities-related lawsuits.

“Meritorious private actions are an essential supplement to criminal prosecutions and civil enforcement actions” by the DOJ and SEC, the brief added.



Highlighted excerpt of the DOJ and SEC brief outlining their interest in backing the Nvidia investors. Source: The Supreme Court of the United States

The investor group tried to sue Nvidia in 2018, alleging it hid over $1 billion in GPU sales made to crypto miners. It claimed the chipmaker’s CEO, Jensen Huang, downplayed Nvidia’s sales to the industry.

The group alleged Nvidia’s sales were propped up by miners, which they argue was apparent when the firm’s sales collapsed alongside the crypto market in 2018.

The case was dismissed, but the group appealed the decision, which led to the Ninth Circuit appeals court reviving it last August. Nvidia then petitioned the Supreme Court to reverse it.

Nvidia claimed the suit relied on an expert opinion that fabricated information about its business and income, but the DOJ and SEC have rebutted, saying it “is not what occurred here.”

The agencies also acknowledged the investors’ rebuttal of Nvidia’s claims, which was said to have evidence relating to accounts from ex-Nvidia executives and a Bank of Canada report claiming the firm understated its crypto revenue by $1.35 billion.

Nvidia declined to comment on the DOJ and SEC brief.

In a separate amicus brief filed the same day, 12 former SEC officials backed the investors, saying “private enforcement of the federal securities laws is vital to the integrity of US capital markets.”

They attacked Nvidia’s arguments, which they claimed would create rules “requiring plaintiffs to possess internal company documents and databases before discovery and to preclude the use of experts at the pleading stage.”

They added: “Neither is supported by the law or good policy.”

Six additional amicus briefs supporting the investor group were filed on Oct. 2. They were from quantitative experts, legal professors, institutional investors, the American Association for Justice and the Anti-Fraud Coalition.

This one is not near as attractive as it once was.

Jensen´s Nvidia Bombshell Will Leave You Speechless

$140- $90 = $50 + $140= $190

That would be a pathway to alienating your customer base.

In any case, Nvidia has probably already got a contractual commitment to ensure that its best customers receive the best price that is given to any Customer.

Have you ever worked as a senior manager at any corporation?

Do you have any idea whatsoever how customers would react to this kind of multi-price system?

Customers are already looking for a second or even a third choice they can confidently use to fulfil their AI requirement. Abusing them is not going to be in Nvidia’s interest and certainly not in the shareholder’s best interest.

Demand is off-the-chart. NVDA should create Priority 1 booking and Priority 2 booking. Priority 1 booking to have 15 % higher price. First Priority 1 gets, then Priority 2. No one can complain and more rev for us.

Oct. 3, 2024, 4:17 PM EDT
Nvidia Investors Backed by US in Supreme Court Crypto Sales Case

https://news.bloomberglaw.com/crypto/nvidia-investors-backed-by-us-in-supreme-court-crypto-sales-case

https://www.bloomberglaw.com/public/desktop/document/NVIDIACorporationetalPetitionersvsEOhmanJorFonderABetalDocketNo23/5?doc_id=X5M3UI9RUMQ89UA9GL1ID9H5LC5


🚨 $NVDA Faces Renewed Legal Trouble Over Crypto Fraud Allegations

• Investors claim Nvidia misled them on crypto mining revenue before 2018 crash

• 9 Circuit revives class action against CEO Jensen Huang

• $1.35B underreported earnings cited

• Supreme Court battle looms pic.twitter.com/ghaGUkPw8w— The Coastal Journal (@1CoastalJournal) October 3, 2024

Options Traders Continue to Target Nvidia (NVDA) Stock
By: Schaeffer's Investment Research | October 3, 2024

• NVDA saw the most options activity out of all equities in the last two weeks

• The stock is up over 150% since the start of 2024

Chipmaker Nvidia Corp (NASDAQ:NVDA) is a staple on Senior Quantitative Analyst Rocky White's list of stocks that attracted the most options volume over the last two weeks. Once again, the semiconductor giant took the top spot on White's list.

Nvidia stock saw 33,749,250 calls and 20,076,334 puts traded in the last 10 sessions. The weekly 9/27 125-strike call was the most active contract by far over this timeframe, followed by the 120-strike call in the same series.



Nvidia stock was last seen 2.8% higher to trade at $122.13, getting a boost after CEO Jensen Huan called demand for its Blackwell chips "insane." The security hit a June 20, all-time high of $140.76, with its 160-day moving average keeping the pullback from that peak in check. NVDA is also looking to reconquer its 80-day trendline, which has acted as both support and resistance in the last few months. For 2024, shares boast a 154% lead.



The stock's 10-day call/put volume ratio of 1.90 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranks higher than 96% of readings from the past 12 months. What's more, its 50-day call/put volume ratio of 1.56 at the ISE, CBOE, and PHLX sits in the 85th percentile of annual readings as well, indicating a big call bias.

Traders looking to join in on the action can do so for a bargain. This is per Nvidia stock's Schaeffer's Volatility Index (SVI) of 47% that sits higher than just 12% of readings from the last 12 months. This suggests options players are pricing in lower-than-expected volatility right now.

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Perfect. Demand is extraordinary and growing. Data Centers will be upgrading to 1. Increase speed and capacity, and 2. to reduce electrical consumption. Blackwell offers both!

$NVDA takes the prize for the most bullish premium today (Again)
By: Cheddar Flow | October 3, 2024

• $NVDA takes the prize for the most bullish premium today (Again)



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$NVDA Millions worth of LEAPS It seems like these were sold to open since the IV is dropping and the majority were executed at the bid
By: Cheddar Flow | October 3, 2024

• $NVDA Millions worth of LEAPS

It seems like these were sold to open since the IV is dropping and the majority were executed at the bid

This is likely part of a covered call strategy, where the whale holds the underlying and collects the high premium on far-dated calls



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NVDA liquidity soft now. End of day liquidity by big 3 Fidelity, Vanguard, BlackRock back into China although not as harsh and back out of US again. China will save the global markets? Remains to be seen doubtful longer term but play what the big guys throw at you and darts at small cap China still going

https://www.sec.gov/rules-regulations/self-regulatory-organization-rulemaking/occ

Trading the ETFs have been a smashing success for some.
Keep up the great trading.

"Nvidia Insider Share Sales Top $1.8 Billion and More Are Coming"

"Nearly 11 million shares have been sold by Nvidia executives and directors in 2024, the most in a year since at least 2020 after adjusting for stock splits, according to data compiled by the Washington Service.

It represents a tiny percentage of the company’s 24.5-billion outstanding shares, but the sales are coming at a time when investors are already on edge about Nvidia’s delayed Blackwell chips and the longevity of artificial intelligence-related spending.

More sales are planned.

While Chief Executive Officer Jensen Huang recently completed the sale of 6 million shares under a pre-arranged trading plan, a trust controlled by director Mark Stevens has filed to sell 3 million additional shares, on top of the 1.6 million he sold this year prior to that filing..."

https://finance.yahoo.com/news/nvidia-insider-share-sales-top-112931175.html/

Interesting perspective. I didn't know Elon Musk felt that way:
TeslaBull
@pre54151
I was extremely bullish on Nvidia until very recently.
The combination of the significant insider share sales, in addition to investing in "OpenAI" are two red flags.
The highly controversial OpenAI transition from a Not for Profit to a For Profit against the wishes of initial investors, such as Elon Musk who now refers to the organization as "evil", should make people reconsider wisdom and judgement of Jensen Huang.
I will be selling all my $NVDA shares before the end of the week Not everyone thinks NVDA is "going to da moon"...