I think we have at least 5-7 years before NVDA has any real competition.. it’s not like this is a solution that’ll happen in a few months. I could be wrong though. I’ll also add it’s not like NVDA is going to stagnate either and let the competition catch up. The H100 was already a beast and they still went ahead created Blackwell… as a fan of computers since ‘05, I would love to buy NVDA and hold it for the next decade but the stock price is way too expensive for me. I wish they’d split it like the last time it was at $900/per share.

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surprised to see not a single thread mentioning borrowing money, get levered & come back strong. There is few earnings still out there, including our new sweetheart NVDA. Don’t give up until 5/22.

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Absolutely! I feel that saturation point is still quite far into the future. The sizes of these models is only getting bigger and at least for now nvda gpus and cuda are the go to tools for training them. I dont see this changing anytime soon.

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NVDA could beat and have great guidance, but it will still tank cause fuck your calls. TSM sends their regards

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Wtf is a Celsius. Pro American here. Would have already taken over NVDA in market cap if it was called Fahrenheit

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Best portfolio insurance is NVDA puts. But spy puts are good for increasing margin, and when hedged with short spy, collecting interest from cash and selling bearish call spreads, is iron condor on cocaine (if you realise the maintenance it requires).

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The thing going for AMD though is the market is too big for just one player and this isn't a market similar to meal deliveries with no barriers to entry. People aren't going to randomly come in and start competing with them or NVDA. They're the clear #2 in the space

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Meme stock run until NVDA earnings, then all out of meme stocks and back into NVDA as it soars to 2k+ by summertime.

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Let them think AMD is shit. It’s going to have 10% of AI market share in 2024, probably 2-3x that in 2025 and they’ll be holding one of the most over valued stocks on the planet (NVDA) or be buying pure dogshit (INTC).

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Thoughts on NVDA Jun 2025 $1100c?

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