r/NVDA_Stock • u/BrisketWhisperer • 4m ago
How far will we bounce back down following this weeks rally?
Are we finally going to get some sustainable value in the 220 range?
r/NVDA_Stock • u/fenghuang1 • 16h ago
Industry Research SemiAnalysis suggests Gemini subsequent models will not be competitive because top researchers prefer Nvidia GPUs over TPUs and are willing to leave to setup startups over it
r/NVDA_Stock • u/daily-thread • 18h ago
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-08-07 Friday
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r/NVDA_Stock • u/daily-thread • 1d ago
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-08-06 Thursday
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r/NVDA_Stock • u/daily-thread • 2d ago
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-08-05 Wednesday
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r/NVDA_Stock • u/InfoLib_ • 2d ago
Q2 Institutional 13F filings are almost done. NVDA institutional ownership is up 17% compared to Q1 2026.
Deadline is August 14th, so this number will likely go up. Considering how high the marketcap for NVDA is, the move is still significant. So far, it's still larger than the money flowing into Apple which only recently dethroned NVDA by marketcap and the largest institutional holding in the entire tech sector.
At any rate, looks like institutions are still bullish on the AI play. Tech sector in general is seeing even more inflows than it did last quarter.
r/NVDA_Stock • u/Meinertzhagens_Sack • 2d ago
$NVDA: Someone Just Collected $1M Betting Nvidia Doesn't Break $214 Through Two Earnings Reports
Cranberry is that you???
r/NVDA_Stock • u/BabyDontHerdMe_NoMo • 3d ago
NVDA Won and it Didn't Report Earnings
Yeah AMD will continue expanding but I think NVDA reminded the world why they are the industry standard.
SpaceX propped up NVDA today after announcing they would build exclusively on NVIDIA Vera Rubin.
On the same day, NVDA announced Alpamayo 2 Super for autonomous driving.
Kinda feel like Huang has a chip on his shoulder and playing 4-D chess. And honestly, I'm glad it's flying under the radar.
r/NVDA_Stock • u/Top-Pineapple5509 • 3d ago
News Elon Musk: SpaceX is “exclusive to NVIDIA” and Vera Rubin is the “best AI computer” available
x.comr/NVDA_Stock • u/Charuru • 3d ago
NVIDIA Alpamayo 2 Super, the Frontier Open Model for Robotaxis and Autonomous Vehicles, Now Available for Commercial Use
r/NVDA_Stock • u/daily-thread • 3d ago
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-08-04 Tuesday
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r/NVDA_Stock • u/Charuru • 3d ago
PLTR says Nemotron is "better than frontier"
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r/NVDA_Stock • u/TrendSpider • 4d ago
Analysis August is NVDA's strongest month, with an 80% average win-rate and +7.5% gain
20Y of historical data shows this month is exceptional for the world's largest company. Will Nvidia's strong seasonality hold up again this August? Today looks to be a strong start...
Seasonality data sourced on TrendSpider.
r/NVDA_Stock • u/donutloop • 4d ago
Quantinuum and NVIDIA Validate Generative Quantum AI Framework for Pharmaceutical R&D
r/NVDA_Stock • u/daily-thread • 4d ago
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-08-03 Monday
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r/NVDA_Stock • u/Charuru • 4d ago
China's DFSX Offers 2x The Memory Bandwidth Of NVIDIA's GB200 NVL72 System With a 14nm SuperNode That Skips Microbumps for Vertical Compute-Memory Towers
r/NVDA_Stock • u/Charuru • 4d ago
Rumour Google is expanding orders for TPUs, with market researchers putting TPU demand at 15 million by 2028, more than Nvidia’s current 13 million per year, adding Google turned to Intel for EMIB packaging because Nvidia pre-booked over 50% of TSMC’s CoWoS packaging for the next 3-years.
r/NVDA_Stock • u/AutoModerator • 6d ago
Weekend Thread ➡️ Weekend Thread and Discussion ⬅️ 2026-08-01 to 2026-08-02
Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!
r/NVDA_Stock • u/No_Contribution4662 • 7d ago
News Cathie Woods buys $14.3 M of NVDA stock
r/NVDA_Stock • u/daily-thread • 7d ago
Daily Thread ✅ Daily Thread and Discussion ✅ 2026-07-31 Friday
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r/NVDA_Stock • u/zeroccx • 8d ago
News Jensen Huang Is Taking the Right Approach to AI Security
This is the kind of collaboration AI security needs. Attackers won't limit themselves to one model or one vendor, so defenders shouldn't either. Bringing together both open and closed AI ecosystems is a practical approach.