Nvidia's (NVDA.O) AI Computing Demand Grows - To The Moon

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2025-05-29

聚光灯再次投向英伟达(NVDA.US)! 华尔街盛赞“极佳”业绩与展望

聚光灯再次投向英伟达(NVDA.US)! 华尔街盛赞“极佳”业绩与展望

2025-05-29

英伟达2026财年Q1财报电话会议摘要:AI推动强劲增长,中国业务面临挑战

英伟达2026财年Q1财报电话会议摘要:AI推动强劲增长,中国业务面临挑战

2025-05-29

英伟达第一季度收入飙升69%至440亿美元，AI热潮推动增长，但面临中国市场挑战

英伟达第一季度收入飙升69%至440亿美元，AI热潮推动增长，但面临中国市场挑战

User Discussion

01-02

🚀🧠📊 SMCI at $29: Compression Dynamics, Contracts, and the xAI Infrastructure Convergence 📊🧠🚀

$SUPER MICRO COMPUTER INC(SMCI)$ $Tesla Motors(TSLA)$ Bullish $NVIDIA(NVDA)$ Bullish I’m examining $SMCI through two frameworks right now, and they remain decisively out of sync. Price behaviour reflects fatigue after an extended contraction phase. Product architecture, hyperscale demand, and long-dated options positioning point toward deliberate accumulation. 🧭 Structure Check, Compression Before Commitment On the technical side, the 4H and 30-minute charts remain confined within descending Keltner and Bollinger bands, but the mechanics have changed. Volatility is compressing, lower bands are stabilising, and the $29 zone continues to absorb

🚀🧠📊 SMCI at $29: Compression Dynamics, Contracts, and the xAI Infrastructure Convergence 📊🧠🚀

2025-12-31

🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $iShares Silver Trust(SLV)$ Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced

🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀

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Price behaviour reflects fatigue after an extended contraction phase. Product architecture, hyperscale demand, and long-dated options positioning point toward deliberate accumulation. 🧭 Structure Check, Compression Before Commitment On the technical side, the 4H and 30-minute charts remain confined within descending Keltner and Bollinger bands, but the mechanics have changed. Volatility is compressing, lower bands are stabilising, and the $29 zone continues to absorb","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Bullish&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>Bullish I’m examining $SMCI through two frameworks right now, and they remain decisively out of sync. Price behaviour reflects fatigue after an extended contraction phase. Product architecture, hyperscale demand, and long-dated options positioning point toward deliberate accumulation. 🧭 Structure Check, Compression Before Commitment On the technical side, the 4H and 30-minute charts remain confined within descending Keltner and Bollinger bands, but the mechanics have changed. Volatility is compressing, lower bands are stabilising, and the $29 zone continues to absorb","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $Tesla Motors(TSLA)$ Bullish $NVIDIA(NVDA)$ Bullish I’m examining $SMCI through two frameworks right now, and they remain decisively out of sync. Price behaviour reflects fatigue after an extended contraction phase. Product architecture, hyperscale demand, and long-dated options positioning point toward deliberate accumulation. 🧭 Structure Check, Compression Before Commitment On the technical side, the 4H and 30-minute charts remain confined within descending Keltner and Bollinger bands, but the mechanics have changed. Volatility is compressing, lower bands are stabilising, and the $29 zone continues to absorb","images":[{"img":"https://community-static.tradeup.com/news/de1d1532d783019bf6f1506997901cdc","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/797571c585c5074bec27fd2ad8df5638","width":"2752","height":"1731"},{"img":"https://community-static.tradeup.com/news/73823f3c528ff699a580f1b644549c4e","width":"2752","height":"1733"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1509,"commentSize":15,"repostSize":154,"link":"https://ttm.financial/post/517221184651568","isVote":1,"tweetType":1,"viewCount":6009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"Strong macro layering. The xAI angle adds cross-asset relevance, not just single-stock bias. $Intel(INTC)$ fits well here, supply chain exposure with improving positioning. Support holding while flow improves usually matters more than headlines.Watching $NVIDIA(NVDA)$ to DC in on position if possible. Thanks BC.","text":"Strong macro layering. The xAI angle adds cross-asset relevance, not just single-stock bias. $Intel(INTC)$ fits well here, supply chain exposure with improving positioning. Support holding while flow improves usually matters more than headlines.Watching $NVIDIA(NVDA)$ to DC in on position if possible. Thanks BC.","html":"Strong macro layering. The xAI angle adds cross-asset relevance, not just single-stock bias. $Intel(INTC)$ fits well here, supply chain exposure with improving positioning. Support holding while flow improves usually matters more than headlines.Watching $NVIDIA(NVDA)$ to DC in on position if possible. Thanks BC."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"I like how your post frames $SUPER MICRO COMPUTER INC(SMCI)$ as structure first, not headline noise. Volatility compression plus improving flow usually precedes a regime shift. Seeing similar dynamics in $NVIDIA(NVDA)$ where positioning stabilised before momentum returned. Liquidity pocket here feels intentional.","text":"I like how your post frames $SUPER MICRO COMPUTER INC(SMCI)$ as structure first, not headline noise. Volatility compression plus improving flow usually precedes a regime shift. Seeing similar dynamics in $NVIDIA(NVDA)$ where positioning stabilised before momentum returned. Liquidity pocket here feels intentional.","html":"I like how your post frames $SUPER MICRO COMPUTER INC(SMCI)$ as structure first, not headline noise. Volatility compression plus improving flow usually precedes a regime shift. Seeing similar dynamics in $NVIDIA(NVDA)$ where positioning stabilised before momentum returned. Liquidity pocket here feels intentional."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":516518140653712,"gmtCreate":1767126060926,"gmtModify":1767152559844,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$&nbsp;</a> Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&amp;A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$&nbsp;</a> Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&amp;A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced","text":"$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $iShares Silver Trust(SLV)$ Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced","images":[{"img":"https://community-static.tradeup.com/news/d67812c93ac1f615024ed4049226ecc4","width":"1621","height":"919"},{"img":"https://community-static.tradeup.com/news/7a040c481ba7dd65caeea90381e800ee","width":"1560","height":"824"},{"img":"https://community-static.tradeup.com/news/9ef198fd00519dc0406f5d2ad0bea467","width":"1472","height":"1064"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":671,"commentSize":8,"repostSize":40,"link":"https://ttm.financial/post/516518140653712","isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000721","authorId":"9000000000000721","name":"AlexiaTours","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000721","idStr":"9000000000000721"},"content":"Solid flow, NVDA leading the charge[得意]","text":"Solid flow, NVDA leading the charge[得意]","html":"Solid flow, NVDA leading the charge[得意]"}],"imageCount":13,"langContent":"EN","totalScore":0}]}