Hi guys , i just wondering what you guys POV about Nvidia earning call , since the expectation is high
Do you think nvidia earning will beat ?
Right now my avg on nvidia is 203
And im planning to buy more around 215 -217 to catch earning
Is it bad decision ?
Please enlighten me all senior
Thank you
Why Michael Burry Keeps Getting It Wrong: A Look at His Missed Predictions Since 2017
Everyone picked the 2008 crash - it was so obvious. Burry has targeted Nvidia far too often.
The moment you stop your own research and follow another person’s conviction instead of your strategy, you end up:
Your financial future then gets tied to someone else’s emotional swings.
Here is a simple, data-backed summary of Burry’s major calls since 2017.
| Date | Burry’s Prediction | What Actually Happened |
|---|---|---|
| Jan 2017 | Predicted a global financial collapse and even WW3 were imminent. | No collapse occurred. Markets rallied strongly for years. |
| Sep 2019 | Said index funds would implode like CDOs from 2008. | Index funds kept growing as passive investing became the default strategy for millions. |
| Dec 2020 | Shorted Tesla and called its price “ridiculous.” | Tesla continued climbing and doubled again. |
| Jan 2021 | Repeated prediction that Tesla’s valuation would implode soon. | Tesla kept rising. |
| Jan 2021 (late) | Claimed GameStop’s rally would not repeat. | GameStop exploded again just weeks later. |
| Feb 2021 | Warned the entire market was “dancing on a knife’s edge.” | The S&P 500 hit new all-time highs. |
| Feb 2021 | Said inflation would destroy Bitcoin. | Bitcoin reached new highs later that year. |
| Feb 2021 | Called Robinhood a “dangerous casino” that would lose users and revenue. | Robinhood’s user base and revenue continued growing at massive scale. |
| Mar 2021 | Declared Bitcoin a speculative bubble. | Bitcoin kept rallying to record highs. |
| Jun 2021 | Predicted the “mother of all crashes” and sold everything. | No crash occurred. The market is up more than 56% since. |
| Sep 2022 | Forecasted massive stock failures ahead. | A new bull market started two months later. |
| Jan 2023 | Bet $1.6B on a total market crash and tweeted “Sell.” | He later admitted he was wrong. The market is up more than 63% since. |
Wild take from Wall Street right now: Nvidia is sitting at that sweet spot of cheap valuation while institutional positioning is still super light. Even with all the AI hype pushing broader tech to new highs, BofA says the risks are overblown and Nvidia still looks way too undervalued. That massive $105B backstop tied to the Ohio AI data center lease is way more clever than a one-off cash handout. Are we sleeping on this mega-cap rally that still has more legs?
It's now being reported that Apple it's running heavy workloads on Nvidia servers hosted in the Google Cloud.
I guess NVDA gave up green days...😂
Just kidding. I saw that drop coming last Friday. And tried to warn you retards. But all I got was cocky sarcasm and ridicule.
This sub can go suck a dick. Mods? Take me away. Do it. Ban me. 😂
I’m assuming it’s not because the stock didn’t pop… (or could the stock still pop…?)
Dunno. Curious to hear the thoughts of others on this matter.
Noticed the optics sector is becoming the new backbone of AI infrastructure as full production ramps up for NVDA CPO. The whole AI story is still building momentum, pushing the stock toward fresh record highs. Buying the dip has been such a solid play on this name. Who else is holding this position to ride the AI wave further?
In the late 90s, Lucent increased its growth by lending money to the telecom startups buying its equipment. Revenue looked incredible up until the customers couldn't pay and Lucent was left holding both the bad loans and the collapse in demand.
Nvidia is now backing ~$105B in financing for OpenAI's Ohio data center, on top of the $30B it already put into OpenAI directly.
The difference this time, maybe, is that AI demand is real in a way that a lot of dot-com telecom demand wasn't.
Is this durable demand that justifies the financing or a delayed growth loop that works until it doesn't? I hold the stock and I still can't decide.
What happened to cause this, I don’t see any news at all. Did a whale just dump? or Trump tweeted?
Hey everyone, here is your daily sentiment and technical breakdown for $ANET.
📊 Overall Sentiment: 94.1 (BULLISH+) 🟢
Market sentiment remains extremely strong and firmly in the "Bullish+" territory today, creeping up slightly from yesterday's close.
🔍 Sentiment Breakdown
The overall score is driven by media, social and technical analysis. Here is how they stack up right now
What are your thoughts on $ANET at these levels?
AI mania is still carrying NVIDIA straight to fresh highs, and that 10%+ gain on the position is exactly what the steady hands are here for. No overtrading, no panicking out on the small dips, just let the winning run do its thing. Rest of the portfolio is holding steady too, SPUS tagged a solid 3.7% up, even the blue chip consumer staples Coca-Cola and Kraft Heinz are sitting comfortably in the green. Sometimes the best move is just sitting tight and riding out the noise instead of chasing every hot flash stock that blows up on the feed. Anyone else sitting on steady NVIDIA gains and choosing not to touch a single position right now?
NVDA imploding. It was cute you dummies thought NVDA was headed to highs. 😂
Just adorable.
NVDA trade card · OptionWhales daily thesis
At 11:17:01 ET on August 17, with NVDA trading at $227.27, two option orders printed in the same second, in matched size: 1,500 November 20, 2026 $240 calls bought at roughly $13.90 a share, and 1,500 of the $245 calls of the same expiry sold at roughly $12.10. Gross premium across both legs came to $3.9 million. The cash that actually left the account was $270,000 — $1.80 per share on a structure five dollars wide.
That last sentence is the whole trade. This was not a purchase of calls. It was the purchase of a bounded corridor: the buyer acquired exposure that begins at $240, about 5.6% above where the stock was trading, and stops dead at $245, about 7.8% above. Everything above $245 was sold away to help pay for it. The classifier flags the two legs as one package with 90% confidence, inferred from identical size and same-second execution. We cannot prove one account owns both — that inference is from the tape, not from a filing.
Our per-leg buyer/seller tagging on this print is weak — 10% confidence on each side, which is barely better than a coin flip. So the orientation is not established by the tape. It is established by arithmetic. The package cost money rather than paying money, and a 240/245 call vertical only produces a net debit in one configuration: long the lower strike, short the higher one. Had the legs been reversed, the same two prices would have generated a $270,000 credit. They did not. The debit is the evidence.
Both legs carry essentially the same implied volatility — 39.4% on the long leg, 39.3% on the short — and share the same November 20 expiry. Buying vol at one price and selling it at effectively the same price in the same month means the volatility exposures largely cancel. Whatever this position is, it is not a bet on Nvidia's option premiums getting richer or cheaper.
Direction is trimmed almost as hard. The long $240 call carries a delta of 0.452; the short $245 call, 0.411. Net, the package began life with about 0.04 of delta per spread — roughly 6,100 shares of stock-equivalent exposure, or about $1.4 million of directional footprint from $3.9 million of gross premium. The bias is upward, and that holds regardless of anything else in this article. But it is a deliberately small bias, bounded on both ends by design.
That is why the payload's "non-directional" intent label deserves scrutiny rather than repetition. A call debit spread leans bullish. What is unusual here is how little directional exposure the trader retained for the premium committed.
Whether this opened a new position or closed an old one is not determinable. The reason is specific: prior-day open interest is known for both contracts — 12,737 at the $240 strike, 9,078 at the $245 — and both figures dwarf the 1,500 lots traded. When existing interest is that much larger than the trade, the volume could have been created or extinguished inside it, and the open-interest print cannot distinguish. Zero percent of this package sits in legs that can be signed either way, well below the threshold we require to characterise a position.
The directional lean does not soften because of that. A bounded long-call structure is bullish-leaning whether it establishes a new view or unwinds an old one. What we cannot claim is motive. A hedge against a share position, a delta-neutral book, or a corporate exposure we cannot see would look identical on the tape.
Nvidia reports Q2 fiscal 2027 results on Wednesday, August 26, 2026, after the close — nine sessions after this print. The expiry sits 95 days out, meaning the position spans that report and, on Nvidia's historical calendar, plausibly a second one in November; the Q3 date was not confirmed at the time of writing, so treat that as unresolved rather than assumed.
The day's discourse was about the durability of Nvidia's position against hyperscaler-designed silicon, framed by a Motley Fool piece published August 16 asking where each moat is strongest and what could weaken it. That is context, not causation. Nothing in the tape links this structure to that argument.
*This is analysis of publicly reported options activity, not investment advice. Options carry risk of total loss, and the intent behind any single trade is unknowable from public data.*
That's 5 straight gap ups...all rejected and sold. That's a shame...🤡
And you dummies thought this was going to ATH's....Burry and I know how this ends.
History says this is what will happen to Nvidia stock after Aug. 26
At 25 times forward earnings, Nvidia is pretty reasonably priced heading into the next earnings report. If its premium rises to even 30 times forward earnings, which still would be a more than fair price to pay for this stock, that would result in a quick 20% gain. I think that's a major possibility heading into earnings because Nvidia's stock today isn't all that expensive relative to where it has traded historically.
I trade and watch NVDA pretty much every day, and with earnings coming Aug 26 I’m starting to look for a swing setup into ER.
Weekly still looks bullish to me above that $218 area. What really has my attention is the weekly TTM squeeze getting close to firing while the daily has already fired.
Short term, $224.76 is what I’m watching.
If she can’t hold it, I’d actually like to see a pullback into $214-$218 demand. If she comes down there, bases and buyers start stepping in, that’s where I’ll be interested in getting long.
Ideally I want something I can ride into the earnings run-up, get paid before ER, take most of the risk off and leave a few runners for earnings.
If she never pulls back, I’m not gonna force it. There’s always another entry.
But we all know how NVDA gets…
When she starts her engines, she doesn’t like to stop 😂🚀
