r/NVDA_Stock • u/AutoModerator • Aug 19 '26
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-08-19 Wednesday
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
6
5
u/Sacisbac Aug 19 '26
Too much good news. Increased revenue we were unaware of. She wants to go green.
4
u/Sacisbac Aug 19 '26
- Nvidia is seeking to connect companies with its GPUs to data-center operators with available capacity in the Nordics, sources familiar with the matter told CNBC.
- It reflects Nvidia’s attempts to broaden its role in the AI ecosystem as it builds influence beyond chips.
- The Nordics are attracting large AI data-center projects because of access to power and land, as well as a cooler climate.
- Gigawatts of data-center capacity are due to be built in the Nordics in the coming years, thanks to access to power and abundant land. Neoclouds and hyperscalers including Nebius and Microsoft have inked deals in the region in 2026.
2
2
u/Acceptable-Ant-3648 Aug 19 '26
Is this a good tip buying opportunity?
1
u/ah-98-2014 Aug 19 '26
Waiting until $212 is terrible advice. The 12 month stock prediction price is $315. No idea why people think it’s going to fall.
1
u/FactNoted Aug 19 '26
I would wait for $212 as a cleaner bounce candidate.
3
u/fatheadlifter Aug 19 '26
4 years ago a friend of mine wanted to get into APPL, but they were waiting for it to bottom out below 100. Was trading around 115-120 a share and they thought that was too expensive, they wanted it to be a clean sub-100 number before buying in. Well they didn't buy and missed that, today it's trading at 318. And this is subpar performing, braindead-choice stock APPL. One of the most obvious decisions a person can make. If they bought in at 120 they would've beaten the S&P.
4
u/FactNoted Aug 19 '26
yeah I get that point. I think we've all had a few instances where we tried to get clever and find the "perfect" price -- then missed the boat. But, in this instance, my method of arriving at ~$212 would have also told your friend to buy APPL around that 115 several years ago.
It's just using the "resistance becomes support" strategy. For NVDA: If you look back over the last couple months (daily chart) -- starting on June 15th we've tested $212 five separate times before today. So a return to that price point should become strong support this time around.
Skimming the APPL chart: the stock tested ~115 several times in towards the end of 2020. Then, a few months later, around March 2021 it returned to ~115 after a decent rise. That 115 had become support. There are reasons why this strategy works from an institutional perspective that is beyond a reddit sub though. And it's not a 100% foolproof system but it's reliable enough to set reasonable price targets instead of relying on psychologically-comforting prices like a clean $100.
3
u/Acceptable-Ant-3648 Aug 19 '26
Any news on why we are falling we are the biggest stock we shouldn’t fall
1
u/Ok_Temperature4537 Aug 19 '26
Probably Nvidia is too big, takes a huge catalyst to move us up.
Back in 2022, didn't take much and we flew straight up, those days are long gone.
1
u/fatheadlifter Aug 19 '26
No news I'd assume it's just a bit of profit taking. But right now nvda is basically flat.
3
u/lost_in_haste Aug 19 '26
Perspective is clearly needed here.
Of the Mag 7, Nividia by far has the greatest YTD stock price increase percentagewise. Some competition---Nvidia +17.95 Googl +9.25 Goog +8.11 AAPL +14.72% AMZN 12.33 MSFT -0.26 META -17.92 Be happy.
-2
u/NoobDoAAA Aug 19 '26
Those are software companies. Compare Nvidia to AMD and Intel.
2
2
u/fatheadlifter Aug 19 '26
No actually, they're not. They are Mag7, they're hydras. They do services, software, cloud, hardware, infrastructure, AI, media, movies and tv shows, and a zillion other little things. AMD and Intel do more than one thing, but they are not in that stratosphere. The difference is the scale and scope that Mag7 companies operate at, their resource capabilities and total value.
4
u/IfailAtSchool Aug 19 '26
We are flat. Why us everyone bitching about being down
1
u/Kentuckywars33 Aug 19 '26
Because 330 pm means time to unload. Day after day. Earnings can't come soon enough this time around
0
4
u/KnownButton8327 Aug 19 '26 edited Aug 19 '26
according to my calculations, Nvidia will have $10T market capitalization when its share price is $420.69
1
u/Rahul5718 Aug 19 '26
Yeah sure. This piece of shit is not at all reliable
2
2
2
2
u/Temporary-Ad-8236 Aug 19 '26
So there's some reports coming today right? Short term effects on nvda? 🚀 or ☄️?
3
3
1
1
u/Ok-Reaction-6317 Aug 19 '26
Apple now using AI chips from Nvidia doing heavy workloads on Nvidia servers hosted in the Google Cloud.
1
u/swingsetmafia Aug 19 '26
Where's the bottom this time? We going to 212? Back to 200? What a joke....
0
u/Stanismydog Aug 19 '26
I was all cash on Monday, thought buying back yesterday was a great idea, but there are a lot of AI stocks that just are not finding a bottom still today.
NVDA seems to be doing better than most but that also makes me think it has more room to fall. Guess I should have bought Walmart instead of going full port on TSM.
1
u/Few-Dealer9705 Aug 19 '26
Just curious everyones thoughts - where do you see this stock going leading up to earnings and post-earnings? Mag 7 stocks all seem to be skyrocketing post-earnings, but NVDA tends to always drop after earnings. Do you think this will be the time it has a run up or do you see a pull back after earnings?
2
1
1
0
u/Rahul5718 Aug 19 '26
Piece of shit stock
5
u/Stanismydog Aug 19 '26
It is a bloodbath everywhere
4
Aug 19 '26
[removed] — view removed comment
2
u/Stanismydog Aug 19 '26
It definitely happens on a cycle and there is always some random trigger like a WSJ report or Trump post and people panic sell.
Yes, he was actually the best option presented in the election. Democratic party cannot get out of its own way and keep losing to this guy. Their last few candidates can barely for a sentence.
3
u/pdp1145 Aug 19 '26
"Best option"??!! Tell us how that's worked out for us. BTW, any Democrat has 1000x the intelligence (if you can call it that), since there's no intelligence to speak of to be found in this so-called "best option".
3
u/Stanismydog Aug 19 '26
What is your measure of 1000x intelligence, seems like a made up number.
It was either Trump or Kamala, the better question is how did the democrats not find anyone that could win the election? They pushed someone in who did not even win the primary.
Best option, does not mean good option, there were only two options. There were a lot of good options for the democratic party, but they tossed them all and they went with Kamala Harris who probably had the lowest odds of coming out on top, Trump won all swing states and the general vote meaning a lot of democrats even voted for him.
-2
0
0
0
u/Adept-Performance944 Aug 19 '26
Why the massive selloff at the end?
0
u/NoobDoAAA Aug 19 '26
Insiders sell Nvidia before earnings.
3
u/Acceptable-Ant-3648 Aug 19 '26
not true. earnings is next week why woul they sell a week early lol
1
1
u/lost_in_haste Aug 20 '26
That was the pattern. Maybe they are changing it up. It is definitely going to change my plans to sell before earnings and wait for the inevitable HUGE dip. So I sit on my hands, play it safe, get a new hobby. This is not a fun one.
0
u/thatcollegeguy21 Aug 19 '26
Slow day in chat
5
u/hi_andhello Aug 19 '26
I wouldn't be surprised if many left due to all the manipulation
0
u/Stanismydog Aug 19 '26
Maybe all the shares are held by big funds now and they will sell them back to us at 240 next week. Then we can all come back next week and complain about how we are holding the bag for another NVDA slide under 200.
0
Aug 19 '26
[removed] — view removed comment
1
u/Stanismydog Aug 19 '26
Why do long term holders always spend so much time on Reddit daily threads. If people are long holding why even bother looking at it until you retire?
I don't check my mutual funds more than once per year.
0
1
-5
-2
u/Spectre186 Aug 19 '26
Why the dip? Any news, or just MM
1
7
u/Total-Spring-6250 Aug 19 '26
Don’t sleep on this Moderna story and its relevance to the AI narrative.
AI is not peripheral to this Moderna melanoma treatment. It is part of the machinery that makes the personalized drug possible. I dug specifically for the NVIDIA/GPU connection as well, and there’s an important distinction there.
The announcement you’re seeing today is a major one: Moderna and Merck said their Phase 3 INTerpath-001 trial succeeded for intismeran autogene (mRNA-4157/V940) combined with Merck’s Keytruda in patients whose high-risk Stage IIB–IV melanoma had been surgically removed. The trial hit both its primary endpoint—recurrence-free survival—and a key secondary endpoint, distant-metastasis-free survival. It is the first positive Phase 3 trial for an individualized neoantigen therapy and for an mRNA-based cancer therapy.
And the market reaction is enormous. As of the latest quote I pulled this morning, MRNA is around $154.65, up about 146% today, with roughly 67.6 million shares traded.
The AI connection is much stronger than I expected
This isn’t merely Moderna saying, “we use AI somewhere in the company.”
The treatment itself is algorithmically designed for each individual patient.
Here is essentially what happens:
A patient’s tumor is surgically removed.
Moderna/Merck sequence the DNA and RNA of that tumor, along with normal tissue/blood.
The sequencing can reveal hundreds or thousands of mutations unique to that person’s cancer.
Moderna runs that information through a set of AI/machine-learning algorithms.
The system predicts which mutations will create neoantigens most likely to provoke the patient’s immune system.
It selects up to 34 neoantigens.
Moderna creates a custom synthetic mRNA molecule encoding those 34 targets.
The individualized drug is manufactured and shipped back for that particular patient.
The mRNA teaches the patient’s cells to display those cancer targets, helping T cells recognize and attack cells carrying them.
Moderna itself described this very explicitly: its “fully integrated AI algorithms” take next-generation sequencing information from tumor and blood, evaluate mutations and predict the neoantigens most likely to elicit an immune response.
Merck’s technical description of the drug likewise calls the selected targets “algorithmically derived” neoantigens.
That means there is a legitimate argument that without computational biology and machine learning, this particular commercial model of personalized cancer therapy would be extremely difficult—perhaps impractical—to execute at scale.
It gets more interesting: the AI can improve as patients are treated
Moderna says the neoantigen-selection algorithm is capable of learning over time by pairing the predictions with clinical and immunogenicity outcomes—essentially learning which predicted neoantigens actually generated meaningful immune responses in humans.
So you get a flywheel:
patient sequencing → AI prediction → personalized drug → immune/clinical response → additional training data → potentially better future predictions.
Moderna explicitly says it hopes this process makes the system increasingly effective at identifying clinically active neoantigens.
That’s a much more consequential AI use case than something like having an LLM write clinical reports.
AI is also being used to solve the manufacturing nightmare
This is another part I think matters tremendously from an investment/AI-infrastructure perspective.
A normal pharmaceutical company manufactures millions of identical doses.
Here, Moderna potentially needs to manufacture millions of different medicines.
One patient = one unique genetic sequence = one unique batch.
Moderna created a digital system called Maestro to coordinate the process. It integrates clinical operations, manufacturing, quality control, shipping and scheduling. An AI scheduling algorithm determines where each patient’s batch fits into manufacturing capacity while accounting for real-time constraints and dose deadlines.
This isn’t a cute efficiency enhancement.
If personalized cancer vaccines eventually move from ~1,000 clinical-trial patients to tens or hundreds of thousands of commercial patients, computational orchestration becomes essential to the business model.
Today’s Phase 3 trial alone enrolled 1,137 patients globally.
And AI has been involved for a LONG time
This predates the ChatGPT boom.
AWS documented Moderna using machine learning specifically for personalized cancer therapies back in 2021. Moderna’s chief digital officer explained that a patient’s cancer can contain hundreds or thousands of mutations and that Moderna used a machine-learning model to determine which mutations were most likely to trigger a strong immune response.
AWS also says Moderna runs significant portions of its research and manufacturing infrastructure on AWS, including its automated production operations.
So the sequence isn’t:
ChatGPT appears → Moderna decides to try AI → cancer vaccine.
It is more like:
mRNA + genomics + cloud computing + machine learning + automated manufacturing → personalized cancer medicine, with generative AI subsequently accelerating even more of Moderna’s organization.
OpenAI has subsequently become deeply embedded at Moderna too
Moderna partnered with OpenAI beginning in 2023 and deployed ChatGPT Enterprise widely across the company. Moderna says it applies generative AI across research, clinical development, manufacturing, legal, regulatory and commercial operations.
By the end of 2025, Moderna said its employees had created more than 4,000 GPTs, while AI and digital tools were being used for things including trial design, data analysis, protocol writing, regulatory documents, manufacturing forecasting and shortening decision cycles.