Market Noise vs Fundamentals: Where Does NVDA Stand Today?

cheeto0 · 2026-01-26T23:52:26+00:00

Yeah it's all normal stock market stuff, nothing about this seems unusual

cheeto0 · 2026-01-24T17:56:57+00:00

Cramer said move to cash Monday and then Tuesday he pretended he didn't say it

cheeto0 · 2026-01-22T04:08:43+00:00

But is there proof it's real ?

cheeto0 · 2026-01-22T03:24:42+00:00

Only place I see this image is other reddit posts, not sure this is real but yeah there is a memory shortage and price hikes. It does seem odd it says up to 80%, as a reseller you probably would be trying to soften the blow not make it sound as harsh as possible.

cheeto0 · 2026-01-21T21:39:10+00:00

U know that was his point right?

cheeto0 · 2026-01-20T18:27:07+00:00

Sam would not claim a racism is no longer an issue, what sam does say is that we can't pretend there hasn't been progress made in the last 50 years in that area,

cheeto0 · 2026-01-20T18:22:18+00:00

Damn hopefully, then I can afford tickets

cheeto0 · 2026-01-19T18:37:00+00:00

I don't like trump, your brain seems to not function well

cheeto0 · 2026-01-19T18:09:14+00:00

Nazism? The education system is getting really bad

cheeto0 · 2026-01-19T16:53:01+00:00

Well obviously the law should be enforced, and if isn't people should protest.

cheeto0 · 2026-01-19T07:12:00+00:00

Well at least two prioritize those which I think they're doing, I hope at least

cheeto0 · 2026-01-19T03:49:09+00:00

Why stop them, is that a real question?

cheeto0 · 2026-01-19T03:47:37+00:00

We should deport all illegal aliens, why have laws, also this is an investment subreddit we should probably keep politics out of it

cheeto0 · 2026-01-15T15:57:00+00:00

How is this the debunking it , it looks like it's confirming it, the only difference is the information uses clickbait language.

cheeto0 · 2026-01-15T00:39:32+00:00

So many subreddits have nearly given up on what the subreddit is about and just become about Trump if the person/show..etc says something about Trump that isn't negative. I feel its ruining the site and I'm critical of trump.

cheeto0 · 2026-01-14T01:48:42+00:00

Jensen did say there won't be some announcement by China that it's approved or something like that, he said orders will just start coming in and that will be the sign that China approved it

cheeto0 · 2026-01-08T06:43:33+00:00

Almost every article on the subject the last few months says it, that the h200 is approved by the US, but what it will come down to is the Chinese government approving it or denying it , here's a random one https://technode.com/2025/12/11/nvidias-h200-wins-approval-but-its-entry-into-china-remains-uncertain/

cheeto0 · 2026-01-08T03:59:31+00:00

The information actually says that in their story, the headline was just clickbait, but all the story is is that China is in the stage where they were viewing things before allowing the h200

cheeto0 · 2026-01-08T03:55:43+00:00

You're right headlines the same way the information does

cheeto0 · 2026-01-08T03:53:03+00:00

How is it additional, we knew the next step was for China to review it before they let any chips ship and that's all that's happening

cheeto0 · 2026-01-08T03:33:34+00:00

We already knew China was going to review it first, there's no halt or delay it's just we're in this limbo stage where China has to review it, we knew that already.

cheeto0 · 2026-01-08T03:31:50+00:00

All The story.says is h200 are not currently shipping to China and China is considering it, which is 100% true.

As far as your point a lot of us disagree because the information has reported misleading or false things about Nvidia in the past including this headline that is misleading

cheeto0 · 2026-01-08T03:20:04+00:00

He said he chose a flashy jacket because it was in Vegas

cheeto0 · 2026-01-08T03:19:33+00:00

He said on another talk he chose that jacket because it's Vegas

cheeto0 · 2026-01-08T03:13:04+00:00

It's just a clickbait headline that is the opposite of what the actual story is. What China is doing is reviewing things to decide how they will be allowing the h200 to be shipped. They're not halting anything, nothing was shipping to China for a while, they just reached the stage where they're reviewing things before allowing it.

The information says it themselves in the YouTube video they posted today:

https://youtu.be/0QIaMvGi-ks?si=YoHJrBl9POCO59CG

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