r/NvidiaStock

▲ 8 r/NvidiaStock+1 crossposts

NVIDIA vs AMD Revenue

Quick example of why I built this: NVDA's revenue ramp vs AMD's over the past decade shows how the AI capex cycle has split the duopoly. The chart in the link makes that gap immediate in a way a table never does.

The tool lets you do the same for any two tickers across revenue, gross profit, EBIT, net income, FCF, capex, invested capital, dividends, buybacks, and net cash. Ratios view too.

Free, no signup, exports as PNG so you can use the charts in your own notes or writeups. Data from Yahoo Finance and annual reports.

Would love feedback on what else would be useful for value-style research.

finance.mannhowie.com
u/mannhowie — 1 hour ago

To OG NVDA investors, what made you decide to invest long before AI and ChatGPT were a thing??

I'm wondering what is it that the investors who put large amounts of money into Nvidia saw back in lets say 2015-2019? What made you actually take that decision?

Was it the company's financials or something else

reddit.com
u/MoneyMachine17 — 15 hours ago
🔥 Hot ▲ 51 r/NvidiaStock

To the OG NVDA investors, the stock made you rich, are you still holding onto an over sized position and why?

I know Nvidia has made many rich. I also suspect many still keep it as a majority of their portfolio as well. My plan has always been to take concentration risk off the table if a single position ever made me rich. If I ever, won the lottery as they say. Why hold on when you're effectively won?

reddit.com
u/NashDaypring1987 — 23 hours ago
▲ 5 r/NvidiaStock+1 crossposts

Stop buying the dip every freaking time 🤦‍♂️

Why do you dummies keep piling into this trash 🤦‍♂️

We know it’s headed much lower…much much lower.

u/Cranberry-Practical — 14 hours ago

Jensen Huang: The narratives of AI destroying jobs is not going to help America

AI isn’t destroying software engineering jobs... it’s making engineers busier than ever.

Meanwhile Anthropic CEO Dario Amodei keeps fearmongering that engineers will be gone in 6-12 months.

One builds the actual infrastructure. One sells doomerism. Who do you trust?

u/Salaried_Employee — 18 hours ago
🔥 Hot ▲ 154 r/NvidiaStock

My portfolio is 98% in NVDA

I’m holding long term and don’t plan on buying anymore unless it drops. Should I diversify a little or be fine with this. I really don’t care if I lose the money that’s why I’m fully into NVDA because I strongly believe in the next 10 years I will be positive.

reddit.com
u/Tiny_Statement1004 — 3 days ago

Jensen Huang says AI won't steal your job, it'll just micromanage you to death

Also in today's Nvidia news:

  • Adobe, Nvidia, and WPP launch autonomous AI agents for enterprise creative production
  • Nokia and Nvidia accelerate AI-RAN deployment with BT, NTT Docomo, T-Mobile US
  • Siemens deploys Nvidia-powered humanoid robot in live German factory, hits 60 totes/hour
  • UK's National Physical Laboratory uses Nvidia Ising AI to automate quantum calibration
  • GV and Nvidia back Recursive Superintelligence in $500M raise at $4B valuation, company is 4 months old
semiconductorsinsight.com
u/EconomyAgency8423 — 17 hours ago

Does a $220 call for NVDA expiring 1st May sound like a stretch?

I feel very bullish towards NVDA the last couple of weeks. I understand analyst are predicting $300 towards the end of the year but with the momentum showed recently things seem to good to be true. I might be ignoring alot of the macros here but what do you guys think?

reddit.com
u/Sad_Estimate_6342 — 3 days ago
🔥 Hot ▲ 89 r/NvidiaStock

Holding NVDA at 200 after buying at 182, would you take profit here or keep holding

Hi everyone, I’m based in the US and pretty new to trading, would really appreciate some thoughts here

I got into NVDA a while back after following a strategy a friend shared with me, ended up buying 335 shares at around 182.3

Now it’s sitting around 200 and I’m kind of stuck deciding what to do next

Part of me wants to lock in profits, but another part feels like there might still be upside with everything going on around AI

Would you hold here or start trimming, or just let it ride a bit longer

Curious how you guys are thinking about NVDA at this level

reddit.com
u/Wooden-Factorj — 4 days ago

NVDA hold or diversify

I hold almost 32% of my total portfolio in Nividia and I bought most my shares around $100 some earlier and some at $170 range. Been thinking about taking profits and diversifying elsewhere but the bull case bog nvidia is strong. Thoughts?

reddit.com
u/codster012 — 4 days ago
▲ 3 r/NvidiaStock+1 crossposts

Nvidia supplier Victory Giant sees shares soar 60% in Hong Kong debut

Nvidia supplier Victory Giant sees shares soar 60% in Hong Kong debut

cnbc.com
u/ExplanationIll6983 — 5 hours ago
▲ 12 r/NvidiaStock+1 crossposts

Nvidia's once-tight bond with gamers is cracking over AI, 'and that breaks my heart'

Nvidia's once-tight bond with gamers is cracking over AI: 'That breaks my heart'

cnbc.com
u/ExplanationIll6983 — 3 days ago
🔥 Hot ▲ 288 r/NvidiaStock

Jensen Huang: "I didn’t wake up a loser"

This is the energy America needs.

Pure confidence from a man who built Nvidia from nothing into the most valuable company on Earth.

Loser mentality loses. Winner mentality builds empires. Whether it’s competing with China, pushing the tech frontier, or defending American innovation... he refuses to start from a position of weakness.

u/Salaried_Employee — 5 days ago

Anyone bought NVDA in foreign currency (not USD)?

As the title says… I’m Swedish and we can buy US stocks with Swedish krone, which I did. Bought early 2025, average price 141, but because of currency exchange, ever since I bought, US dollars have been worth less compared to Swedish krone, the actual avg price is 159 instead of 141…

Wondering if anyone bought NVDA in their home currency? Any plan on holding long term to bet on the growth of US dollars? Im still profiting now but the 159 instead of 141 is just WILD

reddit.com
u/PearAdministrative60 — 4 days ago

Long-term NVDA holder here how are you thinking about risk at this stage?

I’ve been investing for about 10+ years now and have built most of my portfolio around growth names, with NVIDIA being one of my highest conviction positions over time.

I’ve held through multiple cycles both strong runs and pretty uncomfortable drawdowns and overall it’s been a big contributor to my portfolio

Lately though, I’ve been thinking less about “is NVDA a great company” (I think that’s pretty clear), and more about positioning and risk

With how much AI expectations are already priced in, I’m curious how others here are approaching it:

Are you still adding at these levels, or mostly holding?
Do you actively manage position size, or just let it run long term?
At what point (if any) do you start trimming a high-conviction winner like this?

Personally I’m still bullish long term, but trying to balance conviction with risk management a bit more now.Would be interested to hear how others here think about it

reddit.com
u/Wooden-Factorj — 5 days ago