NVIDIA Corporation (NVDA) Options

LOL...YOU ARE THE ONLY ONE...TARIFF DEALS WILL BE IN PLACE IN 95%..BY APR 2...WATCH

$NVDA has the most bearish flow today
By: Cheddar Flow | March 25, 2025

• $TSLA had the most bullish flow today & $NVDA had the most bearish

Both have been well ahead of the pack in net daily premium for months.



Read Full Story »»»

DiscoverGold

$NVDA Large $6.2 Million ATM Call LEAP
By: Cheddar Flow | March 25, 2025

• $NVDA Large $6.2M ATM Call LEAP

This was executed above the ask and expires in 1 year.



Read Full Story »»»

DiscoverGold

REALITY CHECK TIME!!!!!!!!!!!!!!!!!!!!!!!!!!!!! NVDA DOWN TO 80 BUCKS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! APRIL SECOND IS LOOMING LARGW!!!!!!!!!!! DAY OF DOOM!!! TARIFFS WILL CRUSH THE WORLD MARKETS!!!!!! ME AM SCARED!!!!!!! BLAHAHAHAHA!!!!!!!!!!!!!!!!!!!!!!

This is when you know Apple is behind when they order AI hardware from Nvidia "Loop Capital analyst Ananda Baruah late Monday said https://www.barrons.com/quote/stock/US/AAPL?mod=ANLink is in the process of placing orders for about $1 billion worth of Nvidia’s GB300 NVL72 systems. That equates to about 250 servers at $3.7 million to $4 million each, he said in a client note, according to Investor’s Business Daily. "

$TSLA & $NVDA have the most bullish flow today
By: Cheddar Flow | March 24, 2025

• $TSLA & $NVDA have the most bullish flow today.



Read Full Story »»»

DiscoverGold

200+++ IN APRIL IMO

Looks good. $150 coming soon.

$NVDA *SIZE* ITM Put Writer
By: Theta Warrior | March 24, 2025

• $NVDA SIZE ITM PUT WRITER.



Read Full Story »»»

DiscoverGold

Bullish Triangle Breakout on 24-Mar-2025. GLTA

Tariffs on chips modified, WH says, but still not fixed. See WSJ today, pages A1--A10, for details. We'll know April 2.

Looks like a strong market open. Futures are WAY up - at the moment anyways.

$NVDA - As long it's trading below the 50 week MA I'm not convinced that downside is over...
By: CyclesFan | March 23, 2025

• $NVDA - As long it's trading below the 50 week MA I'm not convinced that downside is over. It's likely to hit the 100 week MA at some point, but that could happen in Q2 or Q4, so it does not mean immediate downside. As long as it holds above 90.69, it's still in a bull market.



Read Full Story »»»

DiscoverGold

Oh, I see. Wasn't aware. Curious how severe the dip will be, or if the market fall at all. Imagine it's neutral that week haha.

It won't be TSMC that is why they agreed to pump 100 billion above the already 65 billion into US factories 

The next tariff victim will be related to semiconductors, perhaps? Maybe 200% on Taiwan? It's going to be something stupid, because it has to tank mag7 stocks maybe 10-20%.

Yup. States right there that the shares are part of her compensation package. 👍️

Yes the same plan Jensen did last summer although I think his was months worth. It doesn't bother me it has nothing to do with Nvidia's fundamentals. Once we get past these April 2nd tariffs the market will settle down. Lets face it too much money on the sidelines for it not to be put to work .

Quick link to Sec filings should anyone be interested

Main filings
https://www.sec.gov/cgi-bin/browse-edgar?company=&match=&CIK=nvda&filenum=&State=&Country=&SIC=&owner=exclude&Find=Find+Companies&action=getcompany

Insider transactions/form 4's
https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001045810&type=&dateb=&owner=only&count=40&search_text=

and Colette Kress's filings
https://www.sec.gov/edgar/browse/?CIK=0001588670

No problem. I'm not bad mouthing her. It is what it is.

RE: Does it make sense that an insider would sell millions of dollars of shares in front of a such a probable runup?

Trading plan. Predetermined. Out of her hands.

Which was my point, I guess. LOL

It's not like she woke up one morning and said "Today is the day I sell at a low" ;)

Let me pull her form 4's, out of curiosity. I'll link them

RE: She probably thought like most that GTC in normal times would have been her selling into strength.

OR- she didn't think anything at all. She's on a trading plan.

"The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 22, 2024."

Rule 10b5-1 is a SEC regulation that allows insiders of public companies to set up a trading plan for selling stocks they own. Under this rule, major holders can sell a predetermined number of shares at a predetermined time, helping them avoid accusations of insider trading. A 10b5-1 plan is a written agreement between a corporate insider and a broker that establishes predetermined trading instructions for company stock. It provides an affirmative defense against charges of insider trading when buying or selling stock while having material non-public information about the company.

Jet, not at all. Of course the naysayers will jump all over this, but isn’t it wise that she may want to buy something for her and/or her family? Wouldn’t it be wise to buy other equities possibly to diversify a portfolio? I’m having second thoughts on a personal level as well. NVDA has been so good to me over the years but I’m realizing that it’s too large of a position of my portfolio.

Yes. I understand that.

But all that said - the general consensus is that NVDA will increase in price as we get into the last half of the year. Does it make sense that an insider would sell millions of dollars of shares in front of a such a probable runup?

Don't get me wrong. I fully realize that they are her shares, and she has every right in the world to sell any amount she chooses to, for whatever reason. No one has any right to stop her from selling some or even all of her shares if she chooses to do so.

Still, the reason insiders have to disclose stock purchases and sells is so that retail shareholders can see what they are positioning for. Unless some sort of mansion became available at a really good price, and she needs the cash to buy it? It's just odd that she would sell in front of what is supposed to be a good run up. This is a goodly amount of shares, even if it isn't a large part of her holdings.

I'm still bullish but I do think that this will give many people pause.

Colette is a top notch CFO and has been with Jensen over 10 years and yes that is a drop in the bucket for her holdings. Unfortunately for these insiders there is never a good time to sell. She probably thought like most that GTC in normal times would have been her selling into strength.

Shouldn't be upsetting, Jet. Not in the big picture

https://www.sec.gov/Archives/edgar/data/1045810/000104581025000069/xslF345X05/wk-form4_1742604148.xml

Explanation of Responses:
1. Represents shares withheld by the Issuer to satisfy taxes due by the Reporting Person in connection with the vesting of restricted stock units previously reported on a Form 4.
2. Includes 93,615 shares issued upon the vesting of restricted stock units previously reported on a Form 4.
3. The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 22, 2024.
4. Represents weighted average sales price. The shares were sold at prices ranging from $115.59 to $116.58. The Reporting Person will provide upon request, to the Securities and Exchange Commission (the "SEC"), the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
5. Represents weighted average sales price. The shares were sold at prices ranging from $116.61 to $117.57. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
6. Represents weighted average sales price. The shares were sold at prices ranging from $117.61 to $117.96. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

She sold 22,950 shares and 39,963 shares and 3,747 shares according to that filing

so 66,660 shares total for apx 7.8 million dollars or 117.01 average if you do the math.

BUT she still owns over 3 million shares. Direct.

3,085,765 shares X 117 cpps = 361 million dollars

So selling 7.8 million dollars worth - Not much in the big picture...at least not for her.

Indirect - she owns another 2.4m shares (another what 280m?)

Now I have to say THAT is fairly upsetting....

Nvidia Insider Trading Alert: Chief Financial Officer Colette Kress just sold $7.8 million worth of $NVDA shares
By: Barchart | March 21, 2025

• Nvidia Insider Trading Alert

Chief Financial Officer Colette Kress just sold $7.8 million worth of $NVDA shares.



Read Full Story »»»

DiscoverGold

Cramer had Jensen and Chuck Robbin's (Cisco CEO) on Mad Money the other day. You could tell both ceos have a lot of respect for each other and they need each other to further AI in the enterprise. Jensen called Chuck around 14 months ago and as we know they have announced products over the past months. It sounds like their relationship is going on steroids, they are going to revamp enterprises Servers, edge, storage etc to accelerated computing and AI. Along with this they will work with and train enterprises that do not know what they need. Cisco has such an enormous installed base teamed with Nvidia will be the next growth area. Jensen in the analyst meeting told analysts there are so many projects for growth out there that aren't in their models. He told them Enterprise, Robotics/ autonomous are going to be big. Maybe in the 2nd half Nvidia can blow out numbers like they use to do because of this. Regardless Enterprise is definitely the route to get everything involved in AI

That was good reading 

Excellent. Thanks for posting this

Nvidia's Disconnect: An Improving Business With a Cheaper Stock -- Barrons.com
Dow Jones Newswires March 21, 2025 12:37:00 PM ET


Nvidia CEO Jensen Huang was resolute. At his company's annual GTC developers conference this past week in San Jose, Calif., he laid out a compelling vision for the artificial-intelligence industry while presenting an aggressive road map of coming products from his company. The announcements could leave chip rivals racing to catch up for years to come.

As I walked around the GTC exhibit floor, there was a palpable sense of excitement, with hundreds of people lining up for sessions and panels to hear about the latest AI advances in everything from robotics and healthcare to cutting- edge water-cooled server designs.

Yet, there is a disconnect. Despite the enthusiasm for the future of AI and how Nvidia semiconductors are central to it all, Nvidia shares have treaded water, trading at just 26 times forward price-to-earnings. That's an undemanding valuation for a company projected to boost revenue by 57% this year.

It's driven by three concerns: that AI chip demand could soften after the release of Chinese start-up DeepSeek's efficient models; rising chip competition from Broadcom; and uncertainty over President Donald Trump's threats to put tariffs on chip imports.

At GTC, Huang confidently addressed all three issues, arguing that none of them would impede Nvidia's bright prospects.

With respect to DeepSeek, Huang was particularly defiant, pushing back on the notion that DeepSeek would hurt demand for graphics processing units, or GPUs. During his GTC keynote address on Tuesday, he said the reasoning capability in DeepSeek's AI model, which takes more time to reflect before arriving at a higher-quality answer, is driving a substantial increase in demand for compute resources. That type of reasoning is increasingly used in most of the top AI models.

"Almost the entire world got it wrong," Huang said. "The amount of computation we need at this point as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year."

It's a stunning point: One hundred times more compute needed than Nvidia expected just 12 months ago should put to rest questions about near-term demand.

The noise has grown louder when it comes to AI chip competition, as Broadcom CEO Hock Tan frequently tells Wall Street that his company will gain its "fair share" of the AI chip market by 2027 by helping large technology companies design their own AI semiconductors called application-specific integrated circuits, or ASICs.

At GTC, Huang pushed back. "A lot of ASICs get canceled," he replied when I asked him about Broadcom following his Tuesday GTC keynote. "The ASIC still has to be better than the best. How do they know it's going to be the best, so that it will be deployed in volume?"

The clear subtext? Broadcom's offerings won't be competitive with Nvidia.

Broadcom didn't respond to a request for comment about Huang's remarks.

On the question of tariffs, Huang said at a press event Wednesday that he isn't expecting a significant impact on the company's financials or outlook. He said Nvidia has an agile network of suppliers and can move orders to lower- tariff countries as needed, adding that Nvidia plans to bring more manufacturing to the U.S. over time.

In general, Nvidia made the case that the overall market opportunities for AI and AI data center infrastructure are expanding rapidly. Huang expects the industry will spend roughly $500 billion on data center capital expenditures this year, rising to more than $1 trillion by 2028, with Nvidia's GPU chip business gaining a larger share of the spending in the coming years.

Part of that will come from the growing number of Nvidia GPUs inside data centers. These so-called superclusters have grown from 16,000 GPUs to over 100,000 GPUs during the past year. Huang told me he's confident that several million GPU clusters would be built by 2027.

Then there's robotics. Nvidia executive Rev Lebaredian told me we're just at the beginning of an exponential ramp- up in the development of AI robotics. The combination of rising computing power and smarter AI models is making large advances in robotics possible. He believes there will be millions of humanoid robots in use, especially by industrial companies, within five years. I have no particular insight into whether robots are, in fact, imminent. But if it happens, it's one more degree of upside for Nvidia, which makes the hardware brains for robots.

Ultimately, the biggest development from GTC was Nvidia's aggressive product road map. During his keynote, Huang announced that the company's Blackwell Ultra AI server, available later this year, would outperform the current model by 50%. Then he said that the Vera Rubin AI server, scheduled for the second half of 2026, would be 3.3 times faster than Blackwell Ultra. The showstopper was the unveiling of the Rubin Ultra AI server -- set for late 2027 -- with 14 times the performance of Blackwell Ultra. That figure drew gasps from the audience.

Somehow, Nvidia stock barely moved on the news and closed lower on Tuesday amid a general market decline. As a longtime Nvidia watcher, I'm confounded by the lack of enthusiasm from Wall Street. The tech crowd understood the significance; eventually investors will, too.

Thank you for your honest recitation of the facts.

Triple witching day for options

New short to $114 in play since yesterday $NVD $30.29 + 3%

I don't know quantum like you have picked up but what you say doesn't surprise me. It is probably good news since Nvidia is building the quantum center in Boston. It will serve as a center to corral all the companies working towards one goal. Of course Nvidia will be doing the steering.

Just watched the quantum part on YouTube. The leaders of these quantum computing companies didn’t do themselves proud. At the end of it, I was frustrated and can see why Jensen said they were many years away. Competing technologies among them, and an investor might not want to buy more, but probably wants to sell what he has in his portfolio

It seems he realizes he has to be more down to earth and explain things better. Earlier on AMD and Intel said their chips would be better for inference . Since deepsink came out with the R1 model Jensen has said how compute is 100x and inference is extremely hard and Nvidia has the solution. The street is worried about cloud pulling back on capx. Now Jensen is keying on Enterprise and Robotics along with autonomous. Once Blackwell is mainstream it will propel everything. The market will turn and so will Nvidia just a matter of time.

Correction…….one gigawatt equates to $50 billion for NVDA

Dallas, thank you for directing me to the analyst question/answer part of the GTC conference. You asked me my thoughts……WOW! Domestic manufacturing, one gigabit equals $50 billion for NVDA. Inferencing versus training…….the market for NVDA in AI is going to get larger for longer. Now going into 6G with T-Mobile and Cisco. NVDA’ s product life is 50% longer than our competitors offerings. And people concern themselves because a competitive GPU might cost less?

Jensen’s knowledge is scary. How can anyone be this brilliant? God has certainly blessed this man and us as shareholders of his company.

Nvidia Insider Trading Alert: Robert Burgess, Board of Directors member since 2011, just sold 17.5% of his $NVDA stake for a total value of $6.1 million
By: Barchart | March 20, 2025

• Nvidia Insider Trading Alert

Robert Burgess, Board of Directors member since 2011, just sold 17.5% of his $NVDA stake for a total value of $6.1 million.



Read Full Story »»»

DiscoverGold

WORD SALAD CLOWN SHOW FROM JENSEN!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! GOING TO 50 BUCKS CANT SUSTAIN MUCH LONGER AT THESE OVER VALUED SCAM PRICING!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! A/I/ IS THEMOST BS INDUSTRY SCAM!!!!!!!MUAHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHAHAHHAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

I know how much you enjoyed the GTC keynote from Jensen. When you get a chance check out the GTC analyst webcast from March 19. It is on Nvidia website under Investors then all events. It is a little over hour long it is where Colette and Jensen sit in front of the analysts and answer their questions. It is worth the time believe me the best question I thought came from Tim Acuri about ASIC competition. If anyone was worried about the ASIC competition you won't be after you hear Jensen answer. Any long should watch the webcast. Retire let me know what you think cya 

$NVDA Repeat Put Writer
By: Theta Warrior | March 19, 2025

• $NVDA REPEAT PUT WRITER.



Read Full Story »»»

DiscoverGold

Nvidia supposedly buying Gretelhttps://techcrunch.com/2025/03/19/nvidia-reportedly-acquires-synthetic-data-startup-gretel/

NVDA to build Quantum Research Center: https://ih.advfn.com/stock-market/NASDAQ/nvidia-NVDA/stock-news/95655589/nvidia-to-build-accelerated-quantum-computing-rese

$NVDA & $TSLA Neck-And-Neck For Most Bullish Flow Today
By: Cheddar Flow | March 19, 2025

• $NVDA & $TSLA Neck-And-Neck For Most Bullish Flow Today.



Read Full Story »»»

DiscoverGold

At 2pm, a little spike in PPS from Powell's comments, and then it drifted back down after 3pm.

Trend Analysis

NVDA appears to be improving within a longer-term upwards trend. Although it is presently below its 200-day moving average, that average is rising, due to prior gains in NVDA shares. Additionally, the MACD histogram, which is used to measure the near-term trend, is above 0. Comparative Relative Strength analysis shows that this issue is lagging the S&P 500.

Momentum for NVDA is improving. The 14-period Slow Stochastic Oscillator is rising as investors begin to purchase shares.

Today's volume is on track to be lighter than usual, with 200,253,557 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders.

As of 3:17 PM ET Wednesday, 03/19/2025

PS: Although the Daily MACD Histogram in the chart is in the positive, the Weekly is still in the negative as of now.

GPU Gold Rush: Data Centers Charging Toward a $1 Trillion AI Boom
By: Cheddar Flow | March 19, 2025

Key Takeaways

• $1 Trillion Spend: Nvidia CEO Jensen Huang projects global data center construction spending to hit $1 trillion by 2028, driven by rapid AI adoption.
• Massive GPU Orders: The top four cloud service providers have ordered 3.6 million Nvidia Blackwell GPUs, signaling unprecedented demand for AI compute.
• Industry Transformation: These trends underline a shift in tech infrastructure, with hyperscale cloud providers investing heavily in specialized AI hardware.

The Data Center Spending Surge

Nvidia CEO Jensen Huang recently forecast that global spending on data center construction is set to reach $1 trillion by 2028. This projection reflects an inflection point in computing—where traditional software gives way to machine-learning and AI-powered systems. The rapid adoption of generative AI, which underpins applications ranging from language models to image generators, has accelerated capital investments in cloud infrastructure. As enterprises worldwide integrate AI into their products and services, hyperscalers are responding with aggressive data center expansions. This growth is not only boosting server capacity but also driving innovation in cooling, power efficiency, and facility design to support the heavy compute loads.

The Demand for Blackwell GPUs

Alongside the trillion-dollar data center spending, Nvidia’s latest Blackwell GPUs have seen extraordinary demand. Huang revealed that the top four cloud service providers have collectively placed orders for 3.6 million Blackwell GPUs—a staggering figure that highlights the industry’s appetite for cutting-edge AI hardware. These GPUs, designed to handle complex AI workloads, provide the computing power necessary for training and deploying large-scale machine learning models. While this number only reflects orders from the major cloud players, it excludes additional demand from companies like Meta and numerous AI startups. In essence, the true demand for advanced GPUs is even higher, emphasizing Nvidia’s central role in powering the next generation of AI.

Impact on the Tech and Cloud Landscape

The dual trends of surging data center investments and massive GPU orders are reshaping the broader tech landscape. For cloud service providers such as Amazon, Microsoft, and Google, the need to offer robust AI-as-a-service capabilities is driving significant capital allocation. These companies are in a race to build advanced infrastructure, with AI performance now a key differentiator in attracting enterprise customers. Enhanced compute capabilities translate to more efficient training and faster model inference, positioning these cloud platforms at the forefront of digital transformation.

Furthermore, this boom is stimulating a broader industry shift. While Nvidia’s market dominance remains strong, competitors are scrambling to innovate. Companies like AMD and Intel are accelerating their own AI chip development, and cloud giants are exploring in-house solutions to reduce reliance on external suppliers. Yet, Nvidia’s integrated ecosystem—combining hardware prowess with supportive software like CUDA—continues to offer a compelling value proposition.

Read Full Story »»»

DiscoverGold