NVIDIA (NVDA)

📹 Stock Market Rally Starting? NVDA News + My $100K+ TQQQ Position (Options With Ryan)

The Jensen Huang scandal is short-term bearish noise that will blow over; fundamentals and products are unchanged. · Stock is oversold (RSI worse than tariffs crash), outside lower Bollinger band, with a huge volume spike and green candle signaling a bottom. · PE around 22 makes it too cheap; backlog out to 2030 and demand exceeds supply. · He bought January 15th 180/205 bull call spreads, expecting a bounce toward $190.

📹 Big Pullback. Bigger Opportunity.

The stock is in a buying zone based on RSI below 40, which historically led to explosive moves higher. · Nvidia is a market leader and the company isn't going anywhere, so the pullback is a long-term opportunity. · The creator is personally adding to his position during this bad news environment.

📹 The #1 Stock to Buy Right Now‼️

Fears that Jensen Huang could be pushed out or that a divorce could trigger a massive share sale are overblown; he owns a small stake and any sale would be gradual and offset by buybacks. · Nvidia looks cheap at ~15x forward P/E with 70%+ revenue growth and ~100% EPS growth expected, but 60%+ net margins are unsustainable long term. · Nvidia is in a revenue deceleration cycle, which makes it hard to attract growth investors, while value investors can find cheaper alternatives like Micron. · Long-term revenue growth and margins beyond the next 12-18 months are too cloudy, so he would wait for clarity before buying.

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Jensen Huang is a key reason for owning the stock, but even without him the company's products and talent remain strong. · Customers like Elon Musk and South Korea are not changing their plans, so demand for Vera Rubin chips should continue. · The sell-off could present a buying opportunity if it continues.

📹 URGENT 🚨 NVIDIA's Jensen Huang BEING Investigated ‼️

Historical CEO scandals show stocks drop ~10% in the first month but often recover over 1-3 years, especially strong businesses. · Nvidia's long-term growth outlook is massive, with revenue potentially growing 6x to $1.2 trillion by fiscal 2030-2031. · Wall Street analysts overwhelmingly rate it a buy (59 of 62), with an average price target of $327, nearly 100% upside. · The stock is already down 17% since the first report, far more than the typical 4% immediate hit, making it a discount opportunity.

📹 3 Stocks to Buy During This Earnings-Driven Market Selloff

Trades at only ~17.5 times forward earnings despite 90% revenue growth this fiscal year. · Expected to generate $190 billion in free cash flow this fiscal year and $450 billion two years out. · Sovereign AI is a fast-growing, insulated revenue driver, tripling year-over-year to $30 billion. · Software lock-in and dominant ecosystem make it a de facto AI winner.

📹 The Jensen Scandal Is Much Worse Than It Looks

Nvidia stock is already cheap after falling from $240 to $176, limiting further downside. · Investors may view the scandal as a buying opportunity, picking up shares cheaply. · Jensen Huang remains integral to Nvidia's future and has incredible skill at leading the business.

📹 Terrible News for Nvidia Stock Investors

Board investigation into CEO Jensen Huang's relationship creates risk of his removal, which would be a major blow given his importance to the company. · Historical precedents show CEOs often resign or are forced out in similar situations, and Nvidia lacks a clear successor. · Downside is limited because the stock is already cheap: forward P/E ~11 and DCF intrinsic value of $313 vs. current price $178. · Downgrading Nvidia from his top pick but keeping it in the top 10; upgraded Meta Platforms to first place.

📹 Prepare for Tomorrow: VIOLENT Stock Market

Morgan Stanley is overweight and Kevin owns it. · Trading at a PEG of 5, which is dirt cheap. · Buying the dip on Nvidia is a great opportunity.

📹 Jensen Huang Might Not Burst the AI Bubble With His Stick, But This Will!

Jensen Huang is allocating billions across many companies without clear direction, which the creator sees as a sign of being disconnected from reality. · The creator compares Huang to Bill Gates, suggesting leaders in their own bubble are not connected to reality.

📹 Jensen Huang Affair and Nvidia Board Probe: What It Means for NVDA

The business is bigger than one person; deep engineering team, supply chain partners, and customers will continue buying GPUs. · No customers are cancelling orders; business remains intact despite the scandal. · Valuation is extremely cheap at roughly 12.5x forward P/E, even after accounting for potential earnings cuts. · Thesis remains intact as long as evidence holds; the team is deep and the stock is cheap.

📹 Nancy Pelosi is Betting $200M on These 5 AI Stocks 🚨

Dominant AI chip leader with CUDA software moat and rapid innovation. · Explosive financial growth with revenue expected to double multiple times. · Trades at a shockingly low valuation (PEG ratio less than half of sector median). · Analysts' average price target implies over 75% upside in 12 months.

📹 The Concentration Trap 🚀 AI Selloff, Fastest Horse & My Value Zones

Nvidia at a PE of 13 is not a bubble; the valuation fears are nonsense when you look at the data. · Nvidia is co-designing space-proof chips for SpaceX's Starmind data centers, a huge future tailwind.

📹 The Market Is Crashing and I Just Bought $8,000 of These 4 Stocks

Still views Nvidia as undervalued with a lot of growth left. · Added 10 shares on Tuesday, lower beta than Nebius.

📹 $MU and $NVDA: Could the Midterm Election Results Make AI Easier to Build?

The argument that fewer data centers means fewer Nvidia chip buyers is the bear case he pushes back on. · Post-election political dynamics could make it easier to build AI data centers, sustaining GPU demand.

📹 The UNTHINKABLE is About to Happen to Stocks (Emergency Update)

Rose 500% in 5 years despite drops of 54%, 36%, and multiple 20% pullbacks, all of which were opportunities. · AI chip selloff is sentiment-driven; profits keep growing while only price changes.

📹 I Just Bought $74,000 in this Crushed AI Stock

Expected 74% revenue growth over the next 12 months. · Trades at an attractive 0.4 PEG ratio, one of the cheapest valuations in AI infrastructure.

📹 Stock Market Crash Is Almost Over! (Here's Why)

Nvidia fell about 10.5% on the week as part of the AI-led sell-off. · Heavy leverage and concentration in AI stocks triggered margin calls and hedge fund blowups.

📹 Tech Portfolios Are One Revenue Away From Collapse. Intel Needs a new CEO FAST | Martin Shkreli

Questions whether Nvidia's customers will stay confident and keep buying. · Notes Nvidia is down for the year and down 7% in the selloff. · Suggests the market's high expectations make beating guidance hard.

📹 End of Week Recap - Tech Correction

Nvidia is the cornerstone of the AI/data center buildout, and many companies rely on it. · Technically still in bullish market structure; worst case redistributes to 180, which is a buy zone. · Only a break below 163 would change the thesis into redistribution.

📹 Is The "AI Bubble" Starting To Pop?

Trading at ~13x forward earnings, cheaper than the S&P 500, which is a big opportunity. · Massive AI capex from Microsoft, Alphabet, Amazon, and Meta flows to Nvidia. · Upcoming earnings on Nov 17 will likely show AI buildout is speeding up, not slowing.

📹 What Happens If Data Center Construction Stops?

NVIDIA argues that even without more power, upgrading to newer racks like Vera Rubin increases compute output, and compute equals revenue. · NVIDIA is working on high-voltage data center architecture to enable next-gen servers.

📹 You Ain’t Seen Nothing Yet | TCAf 267

The market reaction to data center opposition is overdone, which implies NVDA's decline may be excessive. · Construction unions support data centers, and a complete halt to projects is unlikely even with political changes.

📹 AI Stocks are Crashing. Top 5 Stocks To Buy Now.

Trading at cheapest forward PE in 5 years despite 70% expected EPS growth, implying significant upside. · Capital-light model with high margins and strong free cash flow generation. · Data center revenue growing rapidly and expected to continue as hyperscalers increase capex.

📹 Why The Market Is Crashing Right Now

The trailing P/E of ~23 looks cheap, but it is based on record-high gross margins (~75%) and operating margins (~65%) that are far above historical norms (~50% gross, ~15-20% operating). · If margins normalize, the effective P/E could rise to 65-70, making the stock look expensive, especially if revenue growth slows or turns negative. · A slowdown in AI data center capex or oversupply of compute/tokens by 2027 could compress both growth and multiples.

📹 This Pullback is a Gift. Here's How I'm Investing.

Nvidia sells more AI chips than any other company and its November 17 earnings will show AI demand is still growing. · Rental prices for Nvidia's H100 chips are around 44% higher than last December, signaling strong demand.