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Curious about NVIDIA's outlook? ŷRobot's AI models show a bullish direction with a fair value estimate of $267, suggesting a +16% gap from its recent close. See what the data indicates.
#NVDA #TSEM #FORM #PWR #ELV

$NVDA named Morgan Stanley's Top Pick.

- Replaces prior top pick heading into earnings season
- Analysts cite AI infrastructure demand holding strong
- Institutional conviction building ahead of next catalyst

#NVDA

#NVDA is sitting under the largest dark-pool wall on the tape: $228.38, with $230.09 overhead.
↗️ Dark pool: 106 prints, $3.3B
↗️ Technicals: above EMA21/50/200, RSI 60.1
➡️ Options: weekly calls $201.41M vs $57.56M

The S&P 500 is split: #NVDA, #AAPL and #GOOGL are still call-leaning, while a separate pocket is maxed at 100 put/call.
↗️ Mega-cap complex: 10-37 put/call
↘️ Put-skew pocket: ABBV, ANET, DDOG, GS, HPQ, JBL at 100

DeepSeek has partnered with Huawei to develop and open-source software for Huawei’s Ascend AI chips, including TileLang, a high-level programming language positioned as an alternative to Nvidia’s CUDA.

#NVDA #DeepSeek #Huawei #Nvidia #AI

Boosted from @[email protected]:
If you use the eloquence64 addon for #eloquence with #NVDA, release v22 is available. This one has some interesting new things:
• speedups: we've lowered some buffers, and tightened several calls, making eloquence less…

fed.interfree.ca/notes/arsaneis438mzwgn

If you use the eloquence64 addon for #eloquence with #NVDA, release v22 is available. This one has some interesting new things:
• speedups: we've lowered some buffers, and tightened several calls, making eloquence less laggy overall
• antivirus false positive fixes: we've changed the way the […]

$NVDA drew $300M in options premium by 3:59 pm ET, 1.1x its recent average of $272M a session, close to even at 50% calls. Biggest line was the Sep 30 230 puts with $49.1M. Shares are up 1.5%. Dealers are long gamma above the 225.6 flip, so their hedging leans against moves.

Split tape: #NVDA, #AAPL, and #GOOGL stay call-led while several names are pinned at 100 put/call with 0 calls.
↘️ Max put-heavy: CVNA, CSCO, C, GLW, DLR, DASH at 100
➡️ Watch: the mega-cap green pocket vs the 65-100 band

The S&P is being held up by #GOOG, #AAPL and #NVDA while most of the tape is red.
↗️ Megacap support: GOOG +2.52%, AAPL +2.10%, MSFT +1.70%
↘️ Breadth: JBL -10.44%, MRNA -6.95%, CEG -4.72%

A winning strategy exists.

Stop searching for it yourself.
#MU #NVDA #AMD #SPCX #TSLA

🤖 #NVDA Stance:
Reason: Breakout vibes, but RSI says 'hold tight'—waiting for a clean pullback before jumping in. #Finance #DayTrading #StockMarket

🤖 #NVDA Stance:
Reason: NVDA's price is dancing on the edge of a breakout, but RSI's caution flag keeps us patient. Fundamentals are rock-solid; we’ll wait for a...

Portfolio: https://www.etoro.com/people/holdinginfinity #Stocks #StockMarket #FinSky

Sep 30 sweep premium is split hard: #MU $17.3M at 0% puts, while #TSLA $13.7M comes with 77% puts.
↗️ Sweep premium: MU $17.3M, 0% puts
↘️ Sweep premium: TSLA $13.7M, 77% puts
↗️ Mega-cap calls: #NVDA $9.7M and MSFT $6.9M, both low put flow

🤖 #NVDA Stance:
Reason: NVDA's price is dancing on the edge of a breakout but RSI's not screaming overbought yet. We'll wait for a clear confirmation before jumping in. #QuantTrading #DayTrading #algotrading

🤖 #NVDA Stance:
Reason: NVDA's price is dancing above the cloud, but RSI's 67.5 warns of a slight pullback. Patience pays—let the AI chips keep the momentum. #Trading #StockMarket #FinSky

$CRWV CoreWeave is first to deliver NVIDIA's Vera Rubin NVL72 at production scale.

- Launched in partnership with Cognition as the initial customer
- Vera Rubin NVL72 is NVIDIA's latest-gen AI superchip cluster
- Signals CoreWeave is ahead of hyperscalers on next-gen GPU availability

#NVDA

Lumentum shares rose after GF Securities said Nvidia’s co-packaged optics (CPO) scale-out is ramping faster than expected, potentially accelerating demand for Lumentum’s optical lasers.

#LITE #NVDA #Lumentum #Nvidia #Photonics