Nvidia was a great purchase a week and a half ago, and I'm still holding some of that... I just used a week and a half ago in Nvidia for a great trade to buy at that point three with your stop under point two.

— Brian Shannon - Alpha Trends

In my opinion, Nvidia's RTX Spark is a Strix Halo for Windows on arm. It will perform great for everything AI, but cost an arm and an leg.

— High Yield, at 3:48

let's go back to the boring, most obvious AI infrastructure and video. Nvidia. We're we're talking about the five-layer cake assumptions. We are all out building, especially the bottom three layers. That's where all the investment is flowing in 2025, 2026, and probably also in 20

— Chip Stock Investor

Can somebody convince me why this chip matters? Because not only is it over a year late, it's high cost. It's high power. Okay. Yes, it's high performance. I'll give you that. Um it's a low margin product. The software is probably going to be really um high friction for at least

— TechTechPotato, at 20:31

Or it's a Nvidia 500, our favorite breakout, and you're like, all right, a little bit I'm going to sell on day one, maybe 10%, but I'm holding this... I sold way too much.

— SMB Capital, at 10:49

I also think that this is why Nvidia stock isn't rallying as much as the rest of the market even after ridiculously good results. The revenue from Nvidia comes from hyperscaler spending and it has to slow down eventually. So the durability of revenue and cash flows is questionabl

— Daniel Pronk, at 10:10

I would personally like to wait for a lower valuation before I would make this a big holding for me given the company's extreme size and scale, but I don't think the company is wildly overvalued anymore. So, if you believe that the AI gravy train is going to continue for at least

— Brian Feroldi, at 5:52

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

Nvidia is kind of in the same boat in a way that it is, you know, hovering right on that 20-day moving average and we've seen the pattern here is higher highs and higher lows... Nvidia could potentially continue to, you know, go make continue this pattern of higher highs and high

— Brian Shannon - Alpha Trends

Overall, it's a good thing that we're finally starting to see some real alternatives to Nvidia. More competition should eat away at Nvidia's monopoly pricing power and eventually bring down the cost of AI compute for everyone.

— Wall Street Millennial, at 16:38

We got NVIDIA's report this past week. Didn't really light a fire under the group. NVIDIA, in fact, pulled back after its report.

— EarningsBeats, at 3:42

Nvidia, your top dog, down about 2 and a half% on that Friday session post earnings. It just can't really seem to get itself in gear.

— Trade Brigade, at 13:38

We took some profits in Nvidia last earlier this week right before the earnings announcement just because we didn't know how it was going to come out... The company's just a phenomenal monster. Um but the stock reaction was like me, you know.

— Thoughtful Money

Nvidia's kind of almost got to be too well-known, too commonplace. So, people are looking to other areas for for alpha.

— The Julia La Roche Show, at 22:49

it's not a place to do business because we still see here a pattern of lower highs and lower lows... in order for me to be interested in buying Nvidia next week, uh, I'd love to see it maybe do this, rally up a little bit, that wouldn't excite me, but then if it started to do thi

— Brian Shannon - Alpha Trends

Nvidia's guidance was disappointing and signaled headwinds from increasing competition and investor concentration.

— 42 Macro

In my opinion, there is no question that the moat is stable or widening around the company even with all the competition entering and that the thesis is very much on track.

— Brian Stoffel, at 24:52

if we see that Nvidia is actually fading on its earnings, which is not something we're seeing yet, but if that became the reality, that would start to give indications that that crowding has gotten a little overdone and that in fact, we may in see fading into the weeks to come

— Macro Voices, at 3:53

You know, that's kind of the last big catalyst.

— Forward Guidance, at 19:23

Nvidia, fantastic business, and it shows up in its gross margins. It's soaring at the moment, 70, 71% gross margins. So, for every dollar that comes in the door at Nvidia, they only give away 30 cents... most of the intellectual property that's embedded in an Nvidia computing mod

— Cestrian Capital Research, at 3:46