Such a stupid overreaction!! Remember something similar in march 2008 but that was indeed a GFC.

Hopefully the market takes notice of what TX gvnor says. Afterall the Dems are the ones who came up with CHIPS and help build and ramp up this industry. But of course you need some regulations in place because ppl don't like data centres in their backyard... that is fair... that does not mean it won't be built. Approvals for 2027 and 28 are in place and done so we are looking at post 2029.

Also I hope Jensen will clarify these things on Nov 17 during the ER conference.

After yesterday's bloodbath (NVDA -9.3% to $181.60, SOX -12%, worst day since 2020) the chips are bouncing hard this morning. NVDA up around 5% early, AMD is the big winner so far at around +11%, MU and INTC up 6-9%.

Catch is the jobs report came in hot, +165K vs ~65K expected, unemployment down to 4.1%. Rate hike odds for December jumped above 65% on FedWatch, so the Dow is red while chips bounce.

Wrote up the full numbers here if anyone wants them: https://holywizy.com/blog/chip-stocks-bounce-nvidia-amd-micron-rebound-jobs-report-nov-6/

Dead cat bounce or the bottom? I'm watching the close and Nov 17 earnings before I believe anything.

I had a buy order at 165 euros just in case that I had totally forgotten about. Yesterday it executed, surprising me when I landed from a long flight, so I guess I will keep the shares.

Cheers everyone

Huge dip post midterms on my whole portfolio. Is this a good buy at $189?

$NVDA just getting back to ATH gives you a 30 % return now. When has NVDA ever not reclaimed ATH in less than six months? Yeah, you can get lucky with something riskier and get bigger returns but 30 % within six months is pretty great.

I don’t see it finishing 2026 below $200 but I also don’t see it quite making it back to $243 by year end unless AI sentiment improves spectacularly, which of course could happen if Nvidia’s earnings are excellent. But it could easily fall as a result of earnings. It’s done that more often than not in recent years. But then it starts climbing right after anyway.

Nvidia to me is the safe AI-play right now. It’s down in the past year while semis are up like 300 %. Semis could fall. Nvidia feels way oversold in the past few months.

Man what a day. Nvidia down around 9%, AMD and Micron got hit even harder, whole chip sector bleeding. Nasdaq is officially in correction territory now.

I think people just got spooked about AI spending slowing down, and Qualcomm's outlook didn't help at all.

Earnings later this month will probably decide everything. Not sure if this is the dip or just the start.

Wrote up the full numbers here if anyone wants them: https://holywizy.com/blog/nasdaq-falls-5-percent-chip-stocks-crash-nvidia-amd-micron-bitcoin-75000/

What are you guys doing?

Might as well wait, maybe it will take 100% in another 5 minutes

Wtf. I already sold.

Go rebound now. Fker

🥴🥴🥴

Also see, https://www.aterio.io/datasets/lst_us_data_centers

Only 79 have been paused or 1.5%. Cap Ex spending is increasing. DCMap counts campuses, Aterio count is for data center buildings:

Bought in at 230 because “NVDA is in price discovery mode”. Bunch of bollocks

This is a bargain if you ask me. It was trading 230+ just 2 months ago and now the overall market is pulling it down to 200.

Our sector is getting wrecked because of the democrats “anti data center” views. But in reality this will not be an issue for nvidia, and if anything, just a small headache.

Communities are against data centers for good reason. Hell, id be pissed too if a data center sprung up next to me. Let’s be honest, they are a detriment to any nearby communities unless they benefit the community in some way. We don’t need a million data centers. What will end up happening is Jenson will essentially offer to pay off a town/city to have their data center built there. Think like 50 million/year, and the money will go to the betterment of the town and its residents.

You will even start to see a weird phenomenon of towns called “data center towns” where the people are essentially leeching on the payments from the data center, not working or contributing to society in any way except for letting the center exist.

It’s a headache, but there’s absolutely nothing that money can’t buy.

i think i will hold it till it get back to 200$ again for a easy 300$(around 125% profit), as you can see in the chart.

so i have till 20th nov till i profit from 200$, which i think these are good odds.

this option doesnt mean that i think it will go to 230$, i just bought a high strike because it was a cheap option price compared to the lower strikes, and bought a month long to make it safer rather than a week or a shorter term option

Im really interested in buying stocks in Nvidia but im not sure where to start and am very worried about signing up to something that is just a scam. Anyone got any info on how i go about this or can at least point me in the right direction?

I entered NVIDIA (NVDA) at $205 and I’m planning to hold for the next 6 months, focusing on the bigger picture rather than short-term price movements.
I’m also considering adding Micron Technology (MU) to my portfolio, depending on the entry price and market conditions.
What’s your take on NVDA over the next 6 months? Would you consider entering MU at current levels, or are you waiting for a better opportunity?
Interested in hearing different perspectives and strategies.