A whopping ~$504 billion worth of Nvidia’s, $NVDA, options have been traded year-to-date, the most for any single stock.
This is ~$200 billion more than Tesla, $TSLA, the second-hottest stock in the market this year. This is also more than Meta, $META, Apple, $AAPL, AMD, $AMD, Amazon, $AMZN, and Alphabet, $GOOGL, COMBINED. Today, the options market is implying a 12% move after earnings are released. Source: The Kobeissi Letter
Reports came out yesterday that $NVDA delayed Blackwell AI chips face overheating server issues -- sparking customer concerns over data center deployment timelines.
Nvidia stock is down -3% pre-market Source: Stocktwits
The king reports earnings exactly ONE WEEK from today. $NVDA
Source: TrendSpider
Nvidia is once again the most valuable company in the world.
Surpassing Apple and underscoring just how dominant AI has become on Wall Street. Nvidia's largest customers reported last week and explicitly stated that supply, not demand, remains a constraining factor. Source: HolgerZ, Bloomberg
🚨 BREAKING NEWS: Will $NVDA Nvidia SPOIL THE PARTY?
NVIDIA IS REPORTEDLY REROUTING ORDERS WHICH WERE PREVIOUSLY PLACED BY $SMCI WHICH WAS NVDA’S 3’RD LARGEST CUSTOMER TO OTHER SUPPLIERS TO CONTROL THE “ISSUE” NVDA MAY BE IN DEEP TROUBLE AND THERES SIGNS OF THEM CRACKING ALREADY
Quarterly revenue growth almost as parabolic as the stock price. 💸 $NVDA
Source: TrendSpider
How Nvidia $NVDA makes money
🙈 The stock is up nearly 200% YTD Source: Carbon Finance
Nvidia $NVDA is now more than 36 times larger than Intel $INTC
Intel was 16 times larger than Nvidia a decade ago Source: Y charts, Ervan on X
