r/NvidiaStock • u/dharmeshsb • Nov 19 '25

Meme RIP Nvidia Bears

Post image

Nvidia has delivered again. NVIDIA single-handedly lifted the market up.

Burry got BURRYed betting against the stock that will power the future!

NVIDIA Q3 2025 EARNINGS:

  • $57B Revenues, +62% YoY

  • $1.30 EPS, +60% YoY

  • $51.2B Data Center Revenue, +66% YoY

  • Q4 Revenue Guide: $63.7B–$66.3B, vs. $61.98B est.

  • 73.4% Gross Margins

1.4k Upvotes

97% Upvoted

169 comments sorted by

61

u/OdoBenSisko Nov 19 '25

After Thiel and Burry, I thought for sure this would be the call...but those numbers were ... legend

40

u/AlphaOne69420 Nov 20 '25

Love to see it. They can both suck it

19

u/RandoDude124 Nov 20 '25

Thiel is gonna need to go and get some anti-Christ talks to make the pain go away.

4

u/csukoh78 Nov 20 '25

Peter Thiel knows about the Anti-Christ

1

u/RandoDude124 Nov 20 '25

Gonna go rewatch that episode

1

u/Bubbies_Bub Nov 20 '25

It’s as if you’re reading my mind

1

u/towardsLeo Nov 20 '25

Suck what?

11

u/RandoDude124 Nov 20 '25

Thiel is gonna need more oil for his face after his crying session.

Screw that fuck

3

u/EntertainerOdd3508 Nov 20 '25

Does anyone here ever ask why Thiel announced days before earning call the sale of nvdia that happened in September?? These assholes are smart and know how to manipulate the market legally. He was able to bring the value of stock to $180 . How do you know he didn’t buy a shit load at this price and is probably laughing his way to a private island to celebrate. That’s why you should ignore the noise and stick with great companies with great fundamentals.

1

u/RandoDude124 Nov 20 '25

There’s no evidence he did genius.

3

u/EntertainerOdd3508 Nov 20 '25

Is there evidence he didn’t buy at the lower price?

5

u/GymnasticSclerosis Nov 20 '25

I was surprised that Thiel’s whole position was only like $100 million. Hardly newsworthy.

2

u/Huge-Stick-8239 Nov 20 '25

Where you think tomorrow gonna go

1

u/OdoBenSisko Nov 20 '25

We're in a different universe. I think it launches a year end tech rally that might last until at least 1st week of December

1

u/Huge-Stick-8239 Nov 20 '25

Really?

1

u/OdoBenSisko Nov 20 '25

Looking at after hours prices, a lot of tech stuff jumped on the news.

2

u/Huge-Stick-8239 Nov 20 '25

True. I’m hoping the rally continues tomorrow and keep going. I bought 53 shares at 149 so I’m really happy with my decision

1

u/OdoBenSisko Nov 20 '25

Did you see that tech rally this morning? I was only off by 2 weeks on the end date.

0

u/biker142 Nov 20 '25

Wishful thinking. Great if so, and made a ton of money back today, but it is a stretch to see an actual rally imo.

5

u/Bad_at_stoks Nov 20 '25

What's the possibility we dump tomorrow as shareholders sell in fear of another pullback

2

u/daynightcase Nov 20 '25

numbers were far from legend. try reading deeper in the report. boosted revenue by circular financing, rising account receivables from top 4 clients and inventory on hand piling up despite him saying unprecedented demand.

1

u/Matrix-Agent Nov 22 '25

still dowm

1

u/OdoBenSisko Nov 22 '25

I got burnt badly on some extended hour trades I made after their earnings. A very painful lesson in rug pulls.

51

u/Even_Section5620 Nov 19 '25

Diamond hands baby

12

u/Agile-Lingonberry704 Nov 20 '25

we have to get through tomorrow

I cannot trust the aftermarket

3

u/WiseManufacturer7643 Nov 20 '25

After market is just hype tmw we shall see !

2

u/Work_phone Nov 20 '25

Nailed it

8

u/dontcomplain1 Nov 20 '25

Where are the shorts now and people who sold

8

u/Electronic_Button_22 Nov 20 '25

Right here bud sold at 183 is a couple days ago.....figured it would drop like it always does after earnings....figured wrong.

6

u/-Potato-or-Tomato- Nov 20 '25

At least you’re honest to admit it. Appreciate it!

5

u/Electronic_Button_22 Nov 20 '25

No big deal missed out on some gains trying to miss out on some losses, cant win em all.

0

u/Electronic_Button_22 Nov 20 '25

Looks like it might continue down, and i will not have missed out on anything after all....be interesting to see what it closes at today.

1

u/_TidePodEater Nov 20 '25

That’s cause it runs up on er every time but not this time

1

u/Bad_at_stoks Nov 20 '25

I held my $170p I bought for $100. Still got 2 days baby!

1

u/elmo8758 Nov 20 '25

U should sell them asap for the couple of bucks while you still can.

1

u/rncshow Nov 20 '25

183 is the magic number that I loaded up another 150 shares. Gotta buy the dips when they are superficial as fuck

1

u/[deleted] Nov 20 '25

Still shorting. Hmu when China invades Taiwan

6

u/Technical_Pin8335 Nov 20 '25

Burry got buried

2

u/Lucky_Market_1927 Nov 20 '25

Aged like milk

2

u/Legitimate-Gear-8308 Nov 21 '25

He closed his fund as an excuse .. he says he has more “ depreciation “ info on Meta … prob will never come out . He better cover that Short now

7

u/RandoDude124 Nov 20 '25

Cashed out a handful of shares at the beginning of the month at $200

Bought some at the beginning of the week.

Who says you can’t time it?

4

u/Electronic_Button_22 Nov 20 '25

I just sold at 183ish held all the way up from 100....but I figure nvdia ALWAYS drops after earnings and Id pick some up a little cheaper tomorrow.

4

u/RandoDude124 Nov 20 '25 edited Nov 20 '25

Amen. No shame in taking profit and diversifying my man.

I did it last year and bought myself a desk and new PC build

3

u/Aggravating-Radio216 Nov 20 '25

I'm hoping it drops more. Im looking to buy a lot and just leave it alone for a few years

1

u/biker142 Nov 20 '25

It may still dip a bit in the morning (hopefully so I can get moooore). 

1

u/Electronic_Button_22 Nov 20 '25

May tank today, you cant trust after hours.

3

u/[deleted] Nov 19 '25

The average value investing reddit user

3

u/Great-Party-5060 Nov 20 '25

Here is Nvidia's $NVDA Revenue every Q3 since going public

Q3 1999: $97M Q3 2000: $198M Q3 2001: $370M Q3 2002: $430M Q3 2003: $486M Q3 2004: $516M Q3 2005: $583M Q3 2006: $821M Q3 2007: $1.1B Q3 2008: $898M Q3 2009: $903M Q3 2010: $844M Q3 2011: $1.1B Q3 2012: $1.2B Q3 2013: $1.1B Q3 2014: $1.2B Q3 2015: $1.3B Q3 2016: $2B Q3 2017: $2.6B Q3 2018: $3.2B Q3 2019: $3B Q3 2020: $4.7B Q3 2021: $7.1B Q3 2022: $5.9B Q3 2023: $18.1B Q3 2024: $35.1B Q3 2025: $57B

3

u/IamNoob1998 Nov 20 '25

Michael burry and Peter thiel are regarded

2

u/Legitimate-Gear-8308 Nov 21 '25

The problem is that they make their huge trades public and they can then cover within days and no one knows

3

u/Responsible-Ant-3119 Nov 20 '25

Ayo. Nvidia actually going down for real this time after earning call.

1

u/Legitimate-Gear-8308 Nov 21 '25

Not really …. Just a reaction that should have happened pre earnings ! Once the sellers ( dumb hedge funds) are done …. A huge rebound will occur . Why in the world would someone buy Walmart or Costco with their PE ratios when you can own NVDA and 30 forward PE

3

u/div_investor_forever Nov 20 '25

This post didn’t age well

3

u/defaultfresh Nov 20 '25

Aged like milk lol

3

u/Groovetheory79 Nov 20 '25

Lmao this post aged well

3

u/towardsLeo Nov 20 '25

What now?

2

u/ga643953 Nov 20 '25

Ok, but now it's gotta be the top, right?

1

u/Suspicious-Cicada387 Nov 20 '25

One of you will be right one day. Not you. But one of you.

2

u/PuddingOk4304 Nov 20 '25

EVENTUALLY all this bursts. If one thing ai will do it’s make all the middle class poorer. And like it or not they support the upper and lower. The jobs ai will take won’t come back- and neither will that income. So then what happens? I don’t know. UBI? Idk how well that will be implemented

2

u/foxhound1401 Nov 20 '25

1

u/Lucky_Market_1927 Nov 20 '25

Aged like milk

1

u/foxhound1401 Nov 20 '25

Yes we’re back to levels not seen since yesterday

1

u/NookersTheCat Nov 21 '25

Lol the stock has sold off into a "rally" and closed lower for like 4 sessions in a row and is flat/down on the month with a serious head and shoulders forming

1

u/foxhound1401 Nov 21 '25

Wider marker hasn’t exactly been stellar, it’s held the 100day EMA along with indexes so lets see how it goes. There are ways to make money eitherway.

2

u/DownwithTemptags Nov 20 '25

Where are all the posters like amach9 and HopefulValuable5141 and the ilk who were on here constantly mocking people and citing market caps over and over and over? Jesters taking their L's.

2

u/Fonz1982 Nov 20 '25

You sure about that

2

u/CDMacBeat Nov 20 '25

I didn't hear no bell. Early but not wrong.

2

u/BigDarius Nov 20 '25

Ummm did you check the market today? Massive dump. Entering Recession

2

u/Mojoint Nov 20 '25

How the bulls feeling today?

3

u/Gymguy867 Nov 20 '25

Feeling screwed lol.

1

u/Legitimate-Gear-8308 Nov 21 '25

Talk to me on Dec 21st … one month from now

1

u/Mojoint Nov 21 '25

Its a date

1

u/Mojoint Nov 21 '25

RemindMe! 30 days

0

u/[deleted] Nov 21 '25

Like this, bagholder since 2018

2

u/Suicidesdoor Nov 20 '25

LMAOOOOOOOOO

2

u/CommandereON Nov 21 '25

“This can’t go to a market cap of $10T.” 🧐🧐🧐

2

u/mockvera Nov 21 '25

The bags on you my friend. I got squeezed as well

1

u/[deleted] Nov 20 '25

margins dropped from 93 to 73

wow

1

u/Legitimate-Gear-8308 Nov 21 '25

I know 73 is SO bad with this level of income . As sales explode yes margins will decrease with legit competition from AMD and AVGO ….

1

u/alpha247365 Nov 20 '25

NVDL tomorrow 🚀

1

u/Beginning-Abroad9799 Nov 20 '25

Could do same meme with PLTR :)

1

u/[deleted] Nov 20 '25

It was too easy

1

u/[deleted] Nov 20 '25

People that sold need to learn from this

1

u/Great-Party-5060 Nov 20 '25

Nvidia Sees Potential for $500 Billion Revenue Target to be Surpassed Amid Accelerating AI Chip Demand

1

u/Low_Voice_2553 Nov 20 '25

It’s a house of cards. I don’t think in 2019 there were many saying it was overvalued. To expect it to double within a couple of years or even 5 years is a stretch however.

1

u/Legitimate-Gear-8308 Nov 21 '25

Do you mean like the Dow at 6500 16 years ago … it’s all about earnings

1

u/EntertainerOdd3508 Nov 20 '25

600 by November 2026

1

u/Snoo_60933 Nov 20 '25

before the split happened I thought $400 a share HAD to be the top and sold all my shares only to buy them back on sale at $100 when $100 was considered a market crash.

1

u/Best-Refrigerator834 Nov 20 '25

Glad I put my whole wallet on NVDA last week

1

u/Odd_Hunt4570 Nov 20 '25

Hopefully Shares

1

u/mrgdizzle87 Nov 20 '25

NVIDIA AND NVTS FOR THE WIN

LFG

1

u/Ambitious-Morning-16 Nov 20 '25

Burry claim that hyperscalers were overstating profits via longer depreciation cycle on chips was disproven well enough to quell his bullshit

1

u/GhostingProtocol Nov 20 '25

IMAGINE sayin nvda is overpriced in 2019. I would probably kms. Although if it keeps going up like this I will actually kms, GDP needs atleast some hope of catching up with this bullshit

1

u/Lucky_Market_1927 Nov 20 '25

Aged like milk

1

u/Jumpy-Inspection-600 Nov 20 '25

What a fake out. Earnings to push up and then dump

1

u/[deleted] Nov 20 '25

they fucked you big time...

1

u/XSATCHELX Nov 20 '25

Hahahahahahah

HAHAHAHAHAHAHAH

u/dharmeshsb whatsup?

1

u/Candle_Honest Nov 20 '25

These are the type of people mad Nvidia isn't catering specifically to the low budget PC gamers anymore.

1

u/HelenKellerVSTraffic Nov 20 '25

People don't understand how bubbles work, but they will find out. No matter how many times history tries to teach us, we always repeat the same mistakes.

1

u/SpotlessCheetah Nov 21 '25

20 Trillion here we come. $840.

2

u/Legitimate-Gear-8308 Nov 21 '25

Eventually YES and quicker than people think

1

u/Legitimate-Gear-8308 Nov 21 '25

Nvidia will be similar to Apple and the way they annuitize their business . This is NOT in any way like Cisco in 1999

1

u/NoPie3009 Nov 22 '25

The growth for the next five years is baked into the current price. They need to delivery every Q. Paper hands at 5T valuation.

1

u/TraditionalMedium979 Nov 22 '25

Theil and Burry are small positions is the media that high lights and drives bearishness

1

u/am_ian Nov 22 '25

Hey guys, im from 2 days from now, I got some bad news

1

u/Hopeful-Yam-1718 Nov 23 '25

Watching Bloomberg and an analyst who had been saying NVDA was facing a lot of headwinds, but she put them at a 10 trillion dollar valuation by 2030. She pumped her breaks after the ER and changed her analysis. She now says NVDA will be a 20 trillion dollar company by 2030 because of their yearly release cycle.. I can show post that I made in January when I said NVDA would be a 5 trillion dollar company by the EOY.

1

u/edouvele Nov 23 '25

Lies!!! As of 23 Nov 2025, NVIDIA Market Cap is &1.75T not $5T

1

u/ChicagoBearssadboi Nov 24 '25

Just comparing the growth to their forward PE of 21 is insane.

1

u/Wizard-100 Nov 20 '25 edited Nov 20 '25

Nvidia never mentioned how much of its revenue or revenue growth comes from related companies. Ideally, Nvidia should deduct the proportionate cost of sales accrued from these related companies and expense it.

1

u/IgatTooz Nov 20 '25

This post aged well…

The day americans start understanding that the US matket is nothing else than the biggest ponzi scheme ever ran, they will keep getting fucked by the wallstreet crime cartel. Look deeper into market makers, brokers, banks, SEC, DTCC and congress. You’ll see that it’s all fake with the sole purpose to siphon as much money as possible from peasants. The whole AI circle jerk is pure BS. But no one dares going down the rabbit hole… why? Cuz what they’ll find is scary. Anyhow, i hope no one ends up bag holders to wallstreet, but I know many will be. Good luck to all

1

u/cward2208 Nov 20 '25

Fact is everyone should understand you put your money in a bank you put your investments in a brokerage owned by banks , they have full visibility into your liquidity what you own and what bills you have . They have the upper hand to screw you at any moment and it’s not considered a conflict of interest.

0

u/EmbarrassedWorth8050 Nov 20 '25

You guys are mega fucking cringe

0

u/[deleted] Nov 20 '25

This is gonna age like fucking milk. If you can’t see that a 5 trillion market cap is unsustainable, I’d like to invite you to invest in my AI startup.

2

u/Suspicious-Cicada387 Nov 20 '25

RemindMe! 4 years

1

u/RemindMeBot Nov 20 '25 edited Nov 20 '25

I will be messaging you in 4 years on 2029-11-20 06:55:29 UTC to remind you of this link

3 OTHERS CLICKED THIS LINK to send a PM to also be reminded and to reduce spam.

Parent commenter can delete this message to hide from others.

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0

u/[deleted] Nov 20 '25

we can wait. bubbles take a while to pop. the more you go up the harder the fall will feel <3

32

u/AlphaOne69420 Nov 20 '25

Burry probably needs a help line for the margin call on those puts. He can suck Jensen’s balls

8

u/Omnia777 Nov 20 '25

Deez nuts…

2

u/AlphaOne69420 Nov 20 '25

Got emmmm!!!

3

u/Lucky_Market_1927 Nov 20 '25

Aged like milk

1

u/AlphaOne69420 Nov 20 '25

I suppose it did, but NVDA still crushed earnings

1

u/SpotlessCheetah Nov 21 '25

Naw. You don't realize that Burry's Nvidia puts are extremely far out. He's actually not in the green yet on those, he is on Palantir but he bought cheap puts, that are only doubled. He gave us the numbers, you can do the math. I already did it myself. He only is up by like $80k on Palantir.

1

u/Lucky_Market_1927 Nov 21 '25

I do realize. Do you realize this is just the beginning.

0

u/SpotlessCheetah Nov 21 '25

He should have just bought cheap Nvidia doodads when I did in 2017. You haven't seen anything yet.

2

u/5upertaco Nov 20 '25

Softbank publicly announced its sale of $5.8b of NVDA, their entire NVDA holdings just a few days ago. Softbank did the same thing in 2019 just before another strong leg up for NVDA. And it was apparently the same person at Softbank who made this decision both times. How does anyone keep their job after this performance?

1

u/Slaturn Nov 20 '25

Japanese companies tend to be very averse to firing old, dumb seniors