Recent

% | $
Quotes you view appear here for quick access.

NVIDIA Corporation Message Board

kvimax1 37 posts  |  Last Activity: Jun 23, 2016 1:49 PM Member since: Feb 1, 2001
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    when is nvda going to $100

    by sbcballpark Jun 21, 2016 3:42 PM
    kvimax1 kvimax1 Jun 23, 2016 1:49 PM Flag

    While I truly believe the stock will see 100, I honestly hope and pray they will NOT split the stock. The higher the price the less likely it is to be easily manipulated in my 39 years of experience. So, be careful what you wish for.
    M

    Sentiment: Strong Buy

  • kvimax1 kvimax1 Jun 16, 2016 10:04 PM Flag

    One might "guess" that you picked your "handle" based on your view of yourself....It certainly suits you.

    For anyone who has followed these 2 companies, since 1999, or even just since AMD bought ATI....to say that AMD has somehow done better than NVDA is just about as absurd a thing as I've ever read on these boards, and I've been here since 1999.

    When AMD bought ATI, its Market Cap was around 15.5 Billion and they paid something like 5.4 Billion for ATI. At that time, NVDA's Market Cap; was probably 5-10 Billion....

    Now, even with AMD's stock more than doubling from early this year, the Market Cap of the combined AMD/ATI has gotten all the way back to 3.77 Billion! Great Job!!!

    Meanwhile, NVDA's Market Cap is now almost 8 TIMES that....and which company "won"????

    Sometimes I wonder if any of the AMD posters/fans are over 12 years old.

    M

    Sentiment: Strong Buy

  • Reply to

    NVDA short interest

    by eir951 Jun 9, 2016 4:49 PM
    kvimax1 kvimax1 Jun 9, 2016 11:27 PM Flag

    Astonishing, really. And if, as I expect, we find out after the next SI report that it went back UP, then they'll be covering well over 50 at some point in the not too distant future.

    And, there are millions of shares short in the calls, all the way out to the leaps in 2018, so this is going to continue for quite some time.

    Another all-time closing high and every short is underwater. One more piece of "real news"....perhaps the reveal of the 1080 M and how widely adopted it is going to be.....or.....10 other possibilities.

    They need another "The World is Ending" meltdown, and they sure are trying hard in the overall market with Soros, Drunkenmiller and Icahn all touting gold and being short the markets because the dollar will collapse, etc, etc, etc.....all over the news.

    If the market continues to grind higher and set all-time highs, with most of The St. short and underperforming their benchmarks, the "melt-UP" that would ensue will be a catalyst for even bigger gains, especially if Brexit, China and the Election don't turn out to be what The Bears are betting on.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • kvimax1 kvimax1 Jun 2, 2016 4:20 PM Flag

    I totally agree. I've been telling Tiernan Ray, and others, that Jen is just as brilliant, just as much a visionary and just as driven to be great as Jobs ever was and just happens to be a much better human being.

    I've also told these folks that I expect Jen to be CEO Of The Year.....and on the cover of many magazines, within the next few years.

    M

    Sentiment: Strong Buy

  • Reply to

    GS recommends NVDA...

    by daysos2015 Jun 2, 2016 8:35 AM
    kvimax1 kvimax1 Jun 2, 2016 9:23 AM Flag

    This explains the spike from yesterday afternoon that took us to 47.26.....someone obviously got word of this earlier than everyone else.

    Since GS had been advocating shorting NV for so long, this is a huge development, especially given the 12-13 all-time high closes in the last 2 weeks.

    With the market looking to be weak at the open, don't be surprised to see The Bots try to walk the stock back down, especially if it doesn't hit a new intra-day high. However, my guess is that this call will be quite helpful over the near term, and if GS ever puts NV on the "Conviction Buy" List.....well....one more nail in the shorts' coffins.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Reply to

    The Final Hour

    by kvimax1 Jun 1, 2016 2:14 PM
    kvimax1 kvimax1 Jun 1, 2016 4:18 PM Flag

    Well, the freak out happened right after I posted and then a Bear Raid of 500k-1mm shares came in and helped The Bots walk it back down. Given the timing, it aligned with the sell offs in AAPL, AMZN, FB, GOOG, NFLX but the volume was still not much. 6mm at 3 PM and 2mm between 3:50-3:59:59 and another 326k on the closing block, and just over 9 mm altogether.

    So, we saw what will happen when more of the shorts start to panic, yet it appears only one did so, today. ANY piece of real "news" and we'll see 48-50, and much more volume.

    If the market does sell off for the rest of the week, then we'll see some sideways to down action, but if I were short I'd be scared out of my wits and praying to anything and everything.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Reply to

    The Final Hour

    by kvimax1 Jun 1, 2016 2:14 PM
    kvimax1 kvimax1 Jun 1, 2016 2:27 PM Flag

    One more thing. Sorry....my 1/2 Heimers got me.

    What the shorts are probably not yet aware of is this whole new cadre of buyers who are followers of a very, very expensive newsletter/research service. Their tech/biotech writer sent out a LONG piece, after 5:30 on Thursday, and he laid out most of the reasons for why NV is going to continue to move higher (without discussing the SI, by the way) and said to buy the stock UP to 50....not 50 is the PT, but buy it up to that price.

    His putting out this piece after the stock had closed at 8-10 all-time highs in a row is quite a "tell" that HE gets it, and some of his readers might be pretty intelligent.

    So, with the Growth Funds already buying, and now this new group of buyers come in with a buy up to price of 50 and the shorts don't know what hit them, given there just aren't any sellers at this level.

    Let the freak out begin....;)
    M

    Sentiment: Strong Buy

  • Well, given that the shorts have had NO stock to buy for the last few days, other than the last 10 minutes or the closing Block, and even with the market doing nothing, or selling off, here we sit at yet another new all-time high.

    As I've mentioned, I've NEVER seen this outside of Biotech, IPOs or DotCom stocks....yet, the shorts have nothing offered to speak of.

    Once again, The Final Hour will tell the tale, but if the market doesn't sell off, we could see at least 1 or 2 of the shorts "throw up" and capitulate and take the stock to 47 1/2-48. Would be fun to watch....leap-frog buying.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Reply to

    Shorts will be slaughtered when....

    by daysos2015 May 31, 2016 9:53 AM
    kvimax1 kvimax1 May 31, 2016 9:55 AM Flag

    There was a major research write up and recommendation after the close on Thursday with a buy up to price ot $50. The shorts don't know about it, yet.....

    M

    Sentiment: Strong Buy

  • Reply to

    The short report

    by e2cn2y May 24, 2016 2:21 PM
    kvimax1 kvimax1 May 24, 2016 5:36 PM Flag

    Oh, good. I had thought it might be later than that....2 weeks from the date, but I'll be happy to see it that soon. Certainly will be a "tell", especially if it goes UP....;)

    Those that don't have any "vision" simply can't see that this is just the Dawn of a new era in computing and that NV is JUST starting a brand new Bull Market that should go at least 8-10 years, but could go much further, given the kind of visionary Jen is showing himself to be, to those that really didn't know what he's all about. That's what's changing.

    I honestly can't remember seeing a company of this size, and not some new IPO, set new all-time highs EIGHT days in a row. Only Biotech stocks, IPOs (or DotCom stocks) usually move like this, and THAT IS a "tell", at least in my 39 years of watching and trading. These are Strong Hands that are buying and that just traps The Shorts even more, since they're not selling their shares back to The Shorts.....for a long, painful time.

    Just enjoy it.

    As always, we'll know in the fullness of time.
    M

    Sentiment: Strong Buy

  • Reply to

    The short report

    by e2cn2y May 24, 2016 2:21 PM
    kvimax1 kvimax1 May 24, 2016 5:03 PM Flag

    Well, one might have "guessed" it would have dropped by at least 10-20 MM shares, given the 52.5 mm that traded on the 13th. However, as I had suspected, not only didn't many cover, but I'd guess that some did but many ADDED to their positions, or created new ones.

    So, now we wait to see if any more was covered out of the 73 mm shares last week, or the 20-22 mm so far this week. Sure will be interesting when the next report comes out.

    M

    Sentiment: Strong Buy

  • Reply to

    The short report

    by e2cn2y May 24, 2016 2:21 PM
    kvimax1 kvimax1 May 24, 2016 4:51 PM Flag

    Wow....it's out and only dropped by 600k shares out of 52.5 mm traded!!! '

    Amazing.
    M

    Sentiment: Strong Buy

  • Reply to

    About the Sammy settlement.....

    by kvimax1 May 24, 2016 9:19 AM
    kvimax1 kvimax1 May 24, 2016 10:21 AM Flag

    They may be, and that's part of my point. Whatever they are getting or want to get from Sammy might have gotten assurances that it will be there for as much as they need, in exchange for dropping the suit and having no payments.

    tt might explain why there's no selling, other than that Strong Hands are the buyers who see that this is a 5-10 year hyper-growth company.
    M

    Sentiment: Strong Buy

  • I've been meaning to mention a thought I had about the settlement NV made with Samsung. While it was clearly disappointing that there was no long term payment deal, my "guess" is that there may have been a deal behind closed doors that ensures a certain amount of production of future chips by Sammy for NV.

    Given what might turn into hyperbolic growth in sales of Pascal generation chips, it's clearly possible that NV needed more manufacturing availability in case TMSC couldn't provide all they need, especially with them also building for the ME Company.

    If this IS why they settled, we might not know until much later, but it would clearly be a long term plus.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Reply to

    Stay on the ride. You're with the Big Boys

    by neilmetlife May 20, 2016 10:05 AM
    kvimax1 kvimax1 May 20, 2016 5:13 PM Flag

    Yes....which renders it much like the reports from Hedgies that come out 45 days after the end of the quarter....not worth as much as you'd expect.

    And, it is true, we'll only have that day after earnings to look at when there were 52.5 mm shares traded. Monday there were almost 25, but that won't register till the following number. But with 52.5 mm on 5/13, we'll surely be able to tell if there was indeed massive capitulation if the number drops to 15-20 mm shares. I will be surprised if many didn't add to their positions. Maybe it will fall to 35-45.

    Strong Hands are the major buyers and they're starting to get the vision of what's coming.

    I've been waiting for this week for several years, and as long as The World doesn't end, any 3-5% drops will be bought aggressively. At 48-50 we will have some who believe in Fibinacci numbers looking at that level as a 100% move from the February lows.....maybe that will be the first stopping point unless another piece of news or two comes out.

    Pascal for laptops may be coming at Computex and that might add to the upside picture.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • kvimax1 by kvimax1 May 20, 2016 2:37 PM Flag

    As many here know, I consider The Final Hour the most important part of the day, and when it's a Friday, AND OpEx, AND the market is trying to rally against most of the St's sentiment, the last 30-60 minutes will be interesting. If the market continues to rally after 3:30, then we could even see 45.

    The Bots tried to walk it back to the 44 strike and the stock has run right back almost to the morning's highs. No one was thinking about the 44 calls, last week, and I'm sure some people are scared out of their minds that the stock will not sell off.

    Watch the ME Company's stock, as it is at its best levels in a month, and no one saw that coming, either.

    No matter what happens, unless the market closes down 200, we will likely have a 25% gain since last Thursday's close, and given the volume we've seen and the inability of The Bears to get it back down, we're on our way to 50-60 in the not too distant future.

    The "Hardest Trade" remains to NOT sell. The "Pain Trade" is much, much higher.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Should be interesting.
    M

    Sentiment: Strong Buy

  • kvimax1 kvimax1 May 17, 2016 4:12 PM Flag

    This Relative Strength is due to there being NEW owners of the stock with Strong Hands. They're not buying it for a trade. Closing at a successive all-time closing high with the market getting smashed is going to cause heartache and serious financial pain to the Shorts.

    They will likely try more Bear Raids, like the failed one this morning, but with 90% or so in Institutional Hands and more and more of that being "new money", like Growth Funds, they're not looking for 5-10%.

    Margin calls will continue for them, and if the market ever starts back up, this stock will be one of the true leaders. I've mentioned that many times, here, that NV was going to be a "go-to" stock no matter what the market did, unless it's all crashing.

    I do know what it's like to be caught in a major, long-lasting short squeeze and with all the irons in NV's fires, there's a good chance that this will become a "cult" stock and a new Wall St. Darling.

    The Hardest Trade is still to let your winners run and not sell as they're just beginning a new Bull Market.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Reply to

    Let's all thank Mr. Shorty 62 million times

    by eir951 May 16, 2016 2:16 PM
    kvimax1 kvimax1 May 16, 2016 3:20 PM Flag

    Also, and I meant to say this, earlier, there's a lot of NEW BUYERS who are just now realizing where this rocket ship of a company is headed, and they won't be selling for quite some time.

    The Bots are walking it back down, but unless the whole market reverses, this will be a nice follow through from Friday....as I'd suggested that day.

    As always, we'll know in the fullness of time.
    Max

    Sentiment: Strong Buy

  • Reply to

    Let's all thank Mr. Shorty 62 million times

    by eir951 May 16, 2016 2:16 PM
    kvimax1 kvimax1 May 16, 2016 2:40 PM Flag

    I think that's only a piece of it, to be honest. I'd bet a nickel, cash money, that some are covering and some are adding. We won't know about Friday's covering until the end of the month, but today's won't be shown for 2 weeks more.

    M

    Sentiment: Strong Buy

NVDA
47.01+0.36(+0.77%)Jun 30 4:00 PMEDT