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Nvidia's next AI rack cycle may be bigger than just another GPU upgrade. According to the Morgan Stanley BOM estimate, the value of a single VR200 NVL72 rack could reach about $7.80 million, up 95% from about $3.99 million for GB300.
That matters because the value increase is spread across the whole AI rack. GPU value rises, but the bigger investment question is which non-GPU hardware layers get repriced as AI systems become dense...
That matters because the value increase is spread across the whole AI rack. GPU value rises, but the bigger investment question is which non-GPU hardware layers get repriced as AI systems become dense...
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$NVIDIA (NVDA.US)$ Just Confirmed The AI Boom Is Real. Here's What Happened Last Night.
Markets held up well despite NVIDIA pulling back after its own blowout earnings.
$Dow Jones Industrial Average (.DJI.US)$: 50,285 (+0.55%) - first time above 50,000
$NASDAQ 100 Index (.NDX.US)$ : 26,293 (+0.09%)
$S&P 500 Index (.SPX.US)$: 7,445 (+0.17%)
NVIDIA down 1.77% to $219.51
Ironic right? Best earnings in semiconductor history and the stock drops.
That...
Markets held up well despite NVIDIA pulling back after its own blowout earnings.
$Dow Jones Industrial Average (.DJI.US)$: 50,285 (+0.55%) - first time above 50,000
$NASDAQ 100 Index (.NDX.US)$ : 26,293 (+0.09%)
$S&P 500 Index (.SPX.US)$: 7,445 (+0.17%)
NVIDIA down 1.77% to $219.51
Ironic right? Best earnings in semiconductor history and the stock drops.
That...
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so lucky I bought Nvidia call and Tesla call few weeks ago, and yesterday ARM call turn 300%, boost my portfolio to next level.
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Three separate bearish call trades on $NVIDIA (NVDA.US)$ within 16 minutes this afternoon. $230 strike. $240 strike. $240 multi-leg. Combined premium north of $5 million. All bid-side. All bearish signals. Someone with a very large NVDA position decided today was a good day to sell calls and collect premium near $230. With NVDA at $221 and IV at basically 100%, I don't blame them. The stock isn't going to $240 this we...
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$NVIDIA (NVDA.US)$
NVDA Is Sitting Right on the Put Wall and moomoo's GEX Chart Is Not Being Subtle About It
NVDA at 220. Put Wall at 220. I mean the chart is practically yelling at you. If this level holds, the Call Wall at 230 becomes the next destination — that's where all the call gamma is piling up and where dealers will start selling into strength. I found this in under a minute on moomoo's options analysis tab. No manual chain scanning, no guessing. T...
NVDA Is Sitting Right on the Put Wall and moomoo's GEX Chart Is Not Being Subtle About It
NVDA at 220. Put Wall at 220. I mean the chart is practically yelling at you. If this level holds, the Call Wall at 230 becomes the next destination — that's where all the call gamma is piling up and where dealers will start selling into strength. I found this in under a minute on moomoo's options analysis tab. No manual chain scanning, no guessing. T...
$NVIDIA (NVDA.US)$ is trading at 220 right into the Put Wall at 220 — that level has the largest negative gamma exposure visible on the chart. The Call Wall sits at 230, which is the near-term upside magnet if bulls can break free. Gamma Flip at 203 means we are firmly in positive gamma territory, so dealer hedging should keep moves contained unless something macro breaks hard. moomoo's GEX chart made this setup i...
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
, what can NVIDIA do about it?
Everyone's obsessed with $NVIDIA (NVDA.US)$ but nobody talks about how brutal the leveraged ETFs can be when the stock chops sideways. NVDY is down 0.63% while NVDQ (the inverse) is up 1.32% — that spread tells you something about where short-term momentum is leaning. If you're going to play the leveraged space, at least do your homework. moomoo's NVDA ETF page shows you every related product with live prices in one place. I pulled it up in like 10 seconds this morning. That's the kind of edge th...
麒麟战神 : The most basic level of needs
1T :
Jackri Ahmad : okay
75705473 : informative
Twin Stars : Advanced AI memory is a highly supply-constrained, near-monopoly high-margin technological layer. The revenue capture is here.
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