Nvidia CDR (NVDA) Noticias

https://www.yahoo.com/finance/news/elon-musks-xai-raises-6-105243107.html

From that same article:

The startup highlighted its progress since May in its blog post, including its launch of Colossus — the world's largest AI supercomputer powered by 100,000 Nvidia Hopper GPUs, which xAI plans to double in size to 200,000 chips soon.

xAI also released version two of Grok, an application programming interface (API) for developers to build on its platform, its Aurora image generation model for Grok, and Grok on X.

From an article about Musk raising $6 billion in funding for his Xai company:

Musk was likely underscoring the vast amount of processing power needed to train and run AI models, which has fueled enormous demand for microchips and underpinned a roughly eightfold rise in Nvidia stock since the start of 2023.

xAI, founded in March last year, raised $6 billion at a post-money valuation of $24 billion in its Series B round in May. The Wall Street Journal reported in late November that it had raised a further $5 billion at a $50 billion valuation. It appears xAI ultimately raised a bigger round of $6 billion, but the valuation wasn't disclosed.

The following is an interesting read. It basically states in the near term Nvidia will not have as good of a market due to a number of things such as competition like ASICS. However, it also states as time goes on and more of the market develops, their numbers will increase at a higher rate than alternatives.
https://finance.yahoo.com/news/could-broadcoms-latest-earnings-report-110000528.html

If there are any gamers here:
NVIDIA GeForce RTX 5090 PCB leak reveals massive GB202 GPU package

https://videocardz.com/newz/nvidia-geforce-rtx-5090-pcb-leak-reveals-massive-gb202-gpu-package

apple schism with nvidia might be more of an and/or thing. ai on device or off device. given quantum processing will be more likely off device and supercomputers same, apple might make their own on device ai chips but will still rely on networking ip of nvidia for the more robust requirements, including collaborative work?

Vectorvest Report/Analysis:

INDUSTRY GRAPH (3 months)

VECTORVEST SUMMARY
NVDA is currently undervalued, has well above average safety, and is currently rated a Hold.

RECOMMENDATION
NVDA is currently rated a Hold.


VALUE
Current Price: $140.22
Current Value: $157.79


SAFETY

EXCELLENT


TIMING

GOOD


OVERALL RATING

EXCELLENT


UPSIDE POTENTIAL

Just checked my chart belatedly and am surprised:

Nvda share price had a Double Top Breakout on 23-Dec-2024. Surprise, surprise.

I guess I got bored of checking again and again... feeling the share price got stuck in a rut.

Let us see if this could develop into an uptrend for a change... breaking the $153 resistance?

Let's hear if anybody seeing something positive?

Happy Holidays

No idea. The first article I read was in 2022 as far as strained relationships. Then there was an artiicle about Apple and Nvidia doing something but the author stated it most likely happen. I don't know if the author in the link I indicated is just rehashing old news.

Wow. That was a fast flip, eh? Just a week ago, Apple posted this on their Machine Learning blog:

https://machinelearning.apple.com/research/redrafter-nvidia-tensorrt-llm

Think they changed that fast? Think the "Apple Insider" might have jumped the gun a bit???

Looks like Apple is severing ties with Nvidia. See what effect it has on stock through rest of year. I'm sure it will be in another report after first of year.
https://appleinsider.com/articles/24/12/24/apples-bad-blood-with-nvidia-continues-after-decades-of-fighting
This isn't the first time I've seen an article like this. Started back in 2020. So is this old news or finality since Apple's relationship with Broadcom and it's finally over with Nvidia?

I believe it's more than that. This has been going on for some time now.

Means little. It's Xmas eve day. Volume is light and probably will remain so until after the new year begins. That's the norm anyway.

I find it very interesting traders keeping this under 140.

$NVDA Must take out $145 in order to confirm this as the bottom...
By: Peter DiCarlo | December 24, 2024

• $NVDA Must take out $145 in order to confirm this as the bottom.

If that happens, we rally up to $170 in Q1

If we reject and this is a trap, price will sell off to $120.

THAT will then be the confirmed bottom before the next move up to $170 in Q2



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Exciting end of the day battle. Where does NVDA close?!? Above or below 50DMA...I think above as it looks like it wants to run up but who knows...
Edit add...Higher it is...

Like telling children
If ICE CREAM has BONES, DON'T EAT IT......

Sage Advice…..

Warren Buffett's Timeless Advice: 'If You're Gonna Do Dumb Things Because Your Stock Goes Down, You Shouldn't Own A Stock At All'

https://finance.yahoo.com/news/warren-buffetts-timeless-advice-youre-234314988.html

NVDA Top Bullish Flow – Close
By: Peter DiCarlo | December 23, 2024

• Top Bullish Flow – Close

NVDA – $50.04M
FSLR – $10.64M
AMGN – $10M
JNJ – $9M
AVGO – $8.84M



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I believe my comment is the same as yours.

Issues facing Nvidia 'short-term', stock at attractive valuation

$NVDA Large $4+ Million OTM Calls
By: Cheddar Flow | December 23, 2024

• $NVDA Large $4M+ OTM Calls

This strike/expiration has a high OI



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$NVDA Top Bullish Flow – Open
By: Peter DiCarlo | December 23, 2024

• Top Bullish Flow – Open

LLY – $9.09M
NVDA – $5.23M
AVGO – $4.03M
FSLR – $3.92M
MU – $3.3M



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A must listen interview with Vivek Arya a BoA analyst. His feeling is Nvidia does have some short term issues which he thinks should be resolved in 2-3 months concerning Blackwell chips.
https://finance.yahoo.com/news/nvidia-stock-is-in-a-soul-searching-moment-140740347.htm
This might be part of the current issue with the stock price.

NVDA $150 incoming soon. Also watch IONQ and QMCO. SPY. JMHO

$NVDA - Found support around the 20 week MA...
By: CyclesFan | December 22, 2024

• $NVDA - Found support around the 20 week MA. If it reverses from here and we get a bullish crossover on the True Strength Indicator, this week's low at 126.86 would become a weekly cycle low on week 19. A close below the 20 week MA will extend the decline into January.



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Big Players buying the hot Blackwell NVDA GPUs......

Chipmaker NVIDIA recently announced that its latest Blackwell graphics processing units (GPUs) are sold out until the end of 2025, snapped up by the customers—including:
- Meta
- Microsoft
- Google
- Amazon
- Oracle.

Nvidia's $NVDA stock performance each full year since going public
By: Evan | December 21, 2024

• Nvidia's $NVDA stock performance each full year since going public

2000: +39.6%
2001: +308.3%
2002: -82.8%
2003: +101.6%
2004: +1.6%
2005: +55.2%
2006: +102.5%
2007: +37.9%
2008: -76.3%
2009: +131.5%
2010: -17.6%
2011: -10%
2012: -11%
2013: +33.5%
2014: +27.4%
2015: +67.1%
2016: +226.9%
2017: +82%
2018: -30.9%
2019: +77%
2020: +122.3%
2021: +125.5%
2022: -50.3%
2023: +239%
2024*: +172.1% (So far)

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Nvidia $NVDA - Market Movers
By: TrendSpider | December 22, 2024

• While NVIDIA showed resilience last week, AMD continued to struggle, underperforming the market with a 6% decline. Now trading over 47% off its 52-week highs and at its cheapest valuation in years, the stock continues to face selling pressure. However, price is nearing a long-term POC at $108/share, an area that may finally attract buyers, offering potential support in the weeks ahead.



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jan6 jensen gives keynote at ces....how to involve all the participants? cuda-q........allows them all to bring their best to the market and network/s.

I agree the stock is trying to find a bottom and it shouldn't be that. Trying to find a bottom isn't what an investor is looking for but that's all ones going to get other than 2nd or 3rd party estimates or explanation.

Hello AO, in reference to your PM,

I have RGT*, and ION*

Done well with both first two of them, as of this time.

Both in a well balanced Port. Doing fine.

Furthermore, I also swing trade with part of my shares of ION* profitably: overall +600%

Nvidia is involved as partners with both of these, as well as few others.

Happy Holidays & GLTY

Did those puts print? Asking for a friend LOL 

The stock is trying to find a bottom and presently the OBV is turning up on the hourly chart.

You answered by point. That's basically why the stock has a difficult time staying above 140. Currently the only ones making money are the traders. This company makes it easy to play the stock. I think Jensen to take a few lessons from Broadcom CEO.

I'll make it easy for you. You can guess all day long and quote articles that don't really know.

We'll know when the company says, "There were XXXXX units of Blackwell chips shipped".

That's the ONLY source anyone should be quoting or listening to.

Any other number is A GUESS and is most likely not accurate.

Yes, I noticed the positive article. Very unusual for you to post something like that.

I'll make it easier. How many Blackwell has he shipped in this Q4 and how many will be shipped in this Q4.
List your source.

I posted links to others. One was positive. You seem to only look at positive ones and always dismiss the skeptical or negative ones. BTW how many Blackwell chips will be shipped in Q1. How about how many in Q2. What does production on track mean. Without numbers it means little. It also seems little to the traders/market. You seem to be content with vague responses which leaves it up to analysts to figure it out. Again 2nd and 3rd party articles. Don't hold your breath waiting for the company/Jensen tp give out numbers unless you're willing to wait every 4 months. No wonder the stock can't hold.

NVIDIA & TSMC: What U.S. Blackwell Chips Could Mean for Their Stocks

We are headed into a NEW YEAR where TECHNOLOGY (AI) will play a BIG ROLE in the GROWTH in AMERICA
Like it or not NVDA WILL have a MAJOR ROLE in that GROWTH
If your are not invested in NVDA, you are going to miss out on part of that growth.
Invest for GROWTH not an EGO BOOST

I notice the Motley Fool article states "according to analysts". Which analysts? I have not seen ANY analysts that are forecasting a 50% slide in the stock price of NVDA. Do you? If so, point them out.

Once again, these articles being posted are being based on "reports" from sources that are never verified.

I find it amusing that you seem to come up with these articles every trading day in which NVDA sees a rise in share price.

Actually, that article said that Morgan Stanely called Nvidia a "top pick" for 2025. And yes, BFD. They lowered guidance by a whole $2/share.

Here's a very negative outlook from Motley Fool
https://www.yahoo.com/finance/news/nvidia-shares-may-fall-50-154727640.html
Their next Q could be a near term make or break for Nvidia. I'm seeing more and more concerns in near term articles again due to possible delays in getting quantities of Blackwell shipped. This stock may be hard pressed to get to 150 over the next several months. It will come down to what Jensen has to say and how he states it. His fluff won't help and market will be looking more at his forward looking comments. They're going to want to see numbers and not fluff.

Still concerns regarding Blackwell. Morgan Stanley kept his rating on Nvidia but cut the target price by $2.
https://www.investors.com/news/technology/nvidia-stock-ai-chip-stocks-morgan-stanley-report/?src=A00220

We had that in Composite Technology but it was sold to a group of Russian investors.
https://www.investorvillage.com/smbd.asp?mb=269&mn=1056&pt=msg&mid=10921602

Russian Firms Team Up To Buy Composite Technology Assets
Submitted by global.abi.org on Thu, 08/11/2011 - 07:00

Russian conglomerates Kaskol and RU-COM will increase their energy holdings by together acquiring Composite Technology Corp.'s assets out of its U.S. bankruptcy proceeding in a deal valued at more than $11 million, Dow Jones Daily Bankruptcy Review reported. The Russian companies' joint venture, called CTC Acquisition Corp., will pay $1 million in cash and take on the responsibility for at least $10.5 million of Composite Technology's liabilities, according to a purchase agreement filed Tuesday with the U.S. Bankruptcy Court in Santa Ana., Calif. Read more. (Subscription required.)

Looks like the Russians get the technology and patents which can be applied for other uses. How does Congress allow such events to occur?

While I got out of this several years ago, I hate to see the technology lost to others.
......................................
The website is still up:
https://www.compositetechcorp.com/Solutions/ACCCConductor/tabid/123/Default.aspx


ACCC® Conductor of CTC

ACCC® conductor consists of a hybrid carbon and glass fiber core which is stranded with trapezoidal shaped aluminum strands. The high strength structural core carries most of the conductor’s mechanical load, while the fully annealed aluminum strands carry all of the conductor’s electrical current. The patented composite core is manufactured using a proprietary pultrusion process, wherein carbon and glass fibers are impregnated with a “toughened” high-temperature epoxy resin, and pulled through a heated pultrusion die which quickly cures the resin. The resin serves to bond the individual fibers together which helps transfer and share the tensile and shear loads between them. The carbon fibers provide an exceptionally high level of tensile strength and low coefficient of thermal expansion, while the glass fibers improve the core’s flexural strength, provide impact resistance, and prevent a galvanic response between the carbon fibers and the aluminum strands.

ACCC® conductor’s composite core is much lighter and stronger than a conventional or high-strength steel core. Its lighter weight allows the incorporation of 25% to 30% more aluminum (conductive material) without any weight penalty. Using compact trapezoidal shaped aluminum strands avoids any diameter penalty. Together, the conductor provides higher line capacity and lower line losses, and, coupled with the ACCC® conductor’s greater strength; fewer structures are required for new lines. Furthermore, the ACCC® conductor has significantly reduced thermal sag, which allows much higher temperature operation, which increases the power capacity of the line.
For additional information see CTC Cable.

Nvidia $NVDA Top Bullish Flow – Close
By: Peter DiCarlo | December 20, 2024

• Top Bullish Flow – Close

MRNA – $33.65M
NVDA – $27.39M
AMD – $10.26M
IONQ – $7.82M
META – $7.77M



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Two more interesting articles on Blackwell chips

https://www.yahoo.com/finance/news/nvidia-may-postpone-volume-ramp-145344728.html

https://www.yahoo.com/finance/news/two-overlooked-nvidia-nvda-growth-195949330.html

Here's an interesting link regarding Trump's pick to head up FTC.
https://www.yahoo.com/finance/news/president-elect-donald-trump-just-124500187.html

$NVDA Leads the bullish premium pack today
By: Cheddar Flow | December 20, 2024

• $TSLA Large amount of bearish premium today.



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$NVDA Daily BX could turn green today
By: Peter DiCarlo | December 20, 2024

• $NVDA Daily BX could turn green today.



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