NVIDIA Corporation (NVDA) Noticias

Thanks.

Here is the link which describes the importance of mining high purity quartz, and the fact that much of this important mineral comes from this one mine, in North Carolina.

https://www.cnbc.com/2024/10/03/helene-quartz-mine-semiconductor-north-carolina.html

It was on Fox Business News.

Quartz is common. However, high purity quartz, which is necessary to manufacture chips, is very rare.

Politics
How a tiny town hit by Helene could upend the global semiconductor chip industry
Published Thu, Oct 3 2024 4:00 PM EDT
Updated Thu, Oct 3 2024 4:01 PM EDT
Megan Cassella
@mmcassella
@in/megan-cassella-ba02a160/
WATCH LIVE
KEY POINTS
Virtually all of the world's supply of high-purity quartz, a mineral required to produce semiconductors, comes from a tiny North Carolina town that was devastated by Hurricane Helene.
"If something were to happen to these mines, it can put the entire industry on its ear, period," one industry expert said.

Quartz is pretty much the most common mineral found on Earth.

Yea, the mines in NC are large. But quartz production from Arkansas dwarfs it.

I doubt that chip production will be greatly affected.

Where did you get the info that chip production would be affected?? Please post it if you have it.

$NVDA Green in a Sea of Red




Hang Seng tonight:

Hurricane Helene closes vital quartz mines, in North Carolina, threatening global chip supply.

This will impact chip production.

$200 could be here this year

I think it will be closer to $ 200 (in 6 months time). Blackwell will be in full force.

$NVDA has seen the most bullish flow by far today
By: Cheddar Flow | October 7, 2024

• $NVDA has seen the most bullish flow by far today



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DiscoverGold

August, Sept and now October - still moving up. A coordinated effort to raise the market before election.

We'll just have to wait and see. I do believe the stock will top out between 140-165 over the next 6 -7 months.

Insane

Buying NVDA, AAPL & How the A.I. Rally is "Broadening Out"

~bought 10/18 $155 calls @.08c

$NVDA The March expiration is receiving some interest now
By: Cheddar Flow | October 7, 2024

• $NVDA The March expiration is receiving some interest now

Whales potentially see a larger setup and are reaching for further-dated strikes



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DiscoverGold

135$ coming

panic buying always ends badly, especially with $3.25 trillion valuation

Big wall at 130

We bounced off 130

at $3 trillion market cap, its already priced in!!!! thats the problem

Super Micro shares surge as AI boom drives 100,000 quarterly GPU shipments
https://finance.yahoo.com/news/super-micro-shares-surge-ai-164038782.html

As I've stated in the past, I'm not a fan of huge jumps in the price of a stock. It has a tendency to created large swings in the price due to traders making money on both swings. I do prefer a steady positive gain. As far as appreciation in the $1 gain by adding money to the value of a company, a lot of that is associated with future sales and profits. Since AI is still basically in a significant growth period for the next 2 or 3 years, it does make a difference on perception as to the value of a stock. There will be a tapering off in the gains unless something new is created. We are approaching the limits of a silicon base technology and if one stays with the silicon base, the next step is integrating more into a given platform which Nvidia is going to do with Rubin and what Cerebra is doing. So at this point, I'm not worried about the adds but the number of shares outstanding is too high. It will take more than $50B to make any significant dent.

The hourly chart shows a move above the 8 EMA the last four days.



The daily has broken the downtrend line with an uptrend in the OBV.

Interest is building in $NVDA $130 calls
By: Markets & Mayhem | October 7, 2024

• Interest is building in $NVDA $130 calls.



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DiscoverGold

Hey nice to be wrong $130 target earlier then expected …stop out of NVDS

every $1 in stock price gain is $25 billion in market cap gain

at these current levels, that becomes a problem

it becomes a bigger problem for the QQQs and SPY once the momo turns negative

adding $100 billion in market cap today but not adding $20 or $50 or $100 billion in sales in one day, one week , one month or even one or two qtrs

Not sure what your reply was about. My comment was one should now be careful about playing with the stock. It's over 126 and it can stay over 126 for 2-3 days, one should worry about institutional buying coming back in since they did lower their share count. A few funds have already started buying back in (whether day trading or not). The volume has been below average and if the volume spikes up with the majority being green, is a sign of possible institutional buying coming in. So, what's your point "son"?

NVDA cant add $50-$100 billion in market cap every day going forward

basic math son

NVDA adds another $75 billion in market cap today on nothing but hopium

I would be a little cautious about playing Nvidia at this time. It is over 126 and if it stays here, there is a possibility some of the funds/institutions which sold have a higher probably of buying back in. A few of the top 20 funds have increased their position already. All it will take will be a few of the institutional investors to start accumulating again and the stock will have an abrupt rise. The volume at this time doesn't suggest that funds are buying in but we'll just have to wait and see. A 2-3 day spike in green volume would be a good indication. In any event I would expect the stock to have a greater increase in SP sometime in December or April.

NVDA $126 too much liquidity still going into China stocks as Fidelity, BlackRock and Vanguard bought low selling China stocks high for about another week

and then as Nov 11th singles day China approaches China dump starts as the Big 3 make there exits on China holdings

NVDA $127 now play NVDS back to $125 and slightly under

NVDL play Nice $123 dip lets see if $125 breaks today cap at $127 next few days before a $130 run can happen

Great video. Thank you for posting it

How Blackwell GPUs will Influence Nvidia's Share Price

The OBV has started to turn up and $130 needs to be broken to confirm a move higher.

My prediction (Dec end 2024) is > $ 170 (based on Blackwell data).

(1) AI will soon start predicting stock prices. However, this will be based on past data (so not very meaningful (2) However AI, some day, may be able to predict stock price change based on new news (say within couple of minutes of new news). That may be more useful for short term traders. (3) I am long term on NVDA, so will not affect me.

$NVDA - The True Strength Indicator closed the week with a bullish crossover which confirms that it made an intermediate term low in early August. I still don't expect it to make a new all time high in October and think that the upside is limited to the upper BB around 135.
By: CyclesFan | October 6, 2024

• $NVDA - The True Strength Indicator closed the week with a bullish crossover which confirms that it made an intermediate term low in early August. I still don't expect it to make a new all time high in October and think that the upside is limited to the upper BB around 135.



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DiscoverGold

Here is last years presentations.....256 videos:

Job reports is comical did you see the average hours worked went down. That is a recessionary sign in itself and then

the number of government workers, which exploded higher, and were not only instrumental in pushing the Household Survey print much higher, but meant the difference between a 4.1% and 4.5% unemployment rate
And then

BLS Negative Job Revisions 15 of Last 21 Months.

Just wait until after the elections that is when the deck of cards starts falling down.
Until then enjoy a few more market pumps
All is well in paradise


In September, the number of government workers as tracked by the Household Survey soared by 785K, from 21.421 million to 22.216 million, both seasonally adjusted (source: Table A8 from the jobs report). This was the biggest monthly surge in government workers on record (excluding the outlier print in June 2020 which was a reversal of the record plunge from the Covid collapse months before).

I don’t think it’s so much investors that punish NVDA for exceeding forecasted volumes, it’s the self important analysts and their “whisper numbers”. These are the same analysts that were caught with their pants down when NVDA was soaring in late ‘22 through ‘23. All will be fine.

$NVDA While a symmetrical triangle is a neutral pattern, when it occurs in a strong uptrend like this, its bullish until proven guilty
By: TrendSpider | October 5, 2024

• While a symmetrical triangle is a neutral pattern, when it occurs in a strong uptrend like this, its bullish until proven guilty.



Read Full Story »»»

DiscoverGold

Nvidia’s AI Summit starts tomorrow through Wednesday in Washington DC.

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.