Nvidia Jumps 3.7% to $204, Dubbed 'Cheapest Since AI Boom' — Time to Buy?

Nvidia (NVDA) surged 3.65% to $204, leading a sharp semiconductor rebound against a backdrop of oil-price swings and geopolitical noise. Market sentiment improved markedly, with media calling Nvidia "the cheapest it has been since the AI boom began" and describing the sector's recent selloff as "the perfect opportunity to buy Nvidia and Broadcom." As the undisputed leader in AI compute, NVDA's outperformance reinforces its pricing power in the eyes of investors. With the 'cheapest AI bellwether' narrative back in play, will you chase this rebound above $204?

avatarYXT
07-09 20:36

From Course Creation to Knowledge Assets: How YXT AI Supports a Fortune Global 500 Manufacturer

A Fortune Global 500 manufacturing company developed more than 200 high-quality courses in one year, increased the number of courses by 18% from the previous program, shortened the fastest course development cycle to just six hours, and saw 93% of participating employees report improved knowledge extraction and content creation capabilities. These results were achieved after the company adopted products and services from YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ). The project was not only about producing courses more efficiently. More importantly, it helped the company capture frontline experience, business knowledge and best practices, and gradually turn them into reusable and manageable organizational knowledge assets.
From Course Creation to Knowledge Assets: How YXT AI Supports a Fortune Global 500 Manufacturer
avatarTiger_comments
07-09 17:37

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta
Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
avatarDxd
07-09 11:46
Let's be real — watching NVDA go from $236 to under $200 in under two months hurts. I've been holding calls through this and it's been a rough few weeks. But here's what I keep coming back to when I look at the actual numbers. Bloomberg ran an analysis this week pointing out that after shedding roughly $1 trillion in market cap since its May 14 all-time high, Nvidia is now trading at its cheapest valuation since before the AI boom. Let that sink in. The stock that led the entire AI trade is now cheaper on a forward earnings basis than Apple, Microsoft, and Meta. One analyst specifically called it "compelling value" — and the math backs that up when you look at the 2027 and 2028 earnings estimates. So what's causing the disconnect? The business is genuinely accelerating. Q1 FY27 revenue cam
avatarvuvence IX
07-09 02:48
It has its own thermal mass, it takes a lot to move it in volitile times. This and the PE make it a safe haven.

Nvidia Bucks the Chip Rout: Safe-Haven Capital Flees to AI's Dominant Leader

Nvidia Bucks the Chip Rout: Safe-Haven Capital Flees to AI's Dominant Leader Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You) The semiconductor sector suffered a massive blow as disappointing forward guidance from Samsung triggered a sweeping panic across the chip landscape. The damage was severe: Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) and Intel ( $Intel(INTC)$) absorbed heavy losses, while the popular 3x leveraged semiconductor ETF ($SOXL) cratered by 15%. Yet, amidst the sea of red, Nvidia ( $NVIDIA(NVDA)$ ) did what it does best it bucked the trend. Nvidia edged up 0.71% to close at $196, de
Nvidia Bucks the Chip Rout: Safe-Haven Capital Flees to AI's Dominant Leader
avatarTigerOptions
07-07 16:33

Why NVDA is at A Crucial Support

$NVIDIA(NVDA)$ is sitting at one of those chart areas where the market has to make a decision. Not a tiny decision, either. This is not “one random candle in the middle of nowhere.” On the weekly chart, NVIDIA is testing the $191 to $195 support zone, which lines up closely with the 38.2% Fibonacci retracement around $191.86 from the recent rally. At the time of the chart, NVDA is trading around $195.55, with a market cap near $4.77 trillion, a trailing P/E around 29.8, and EPS around $6.57. NVDA Weekly Chart The Technical Setup: Why $191 to $195 Matters The chart shows $NVIDIA(NVDA)$ pulling back from its recent high near $236.50 into the $191 to $195 zone. This area matters for three reasons. First, it
Why NVDA is at A Crucial Support
avatarderickt
07-04
$IREN Ltd(IREN)$ shorted iren & sold covered put to earn premium. Put got assigned during this violent dip. Profited both ways

Trading NVDA Around the $200 Floor: Volatility Strategies for AI Hardware Shifts

$NVIDIA(NVDA)$’s recent struggle to hold the $200 level, despite posting an absolute blockbuster fiscal Q1 2027 report in May ($81.6B revenue, up 85% YoY), perfectly encapsulates the shift in the AI narrative. The market is moving away from the initial "hyperscaler land grab" phase and into a more mature, critical phase focused on infrastructure reality, capacity digestion, and return on investment (ROI). I am holding NVDA long-term in my tech portfolio, so I have been playing option to capture any potential upside. Whether Nvidia's second-half (H2) revenue can beat expectations depends on several structural moving parts within the hardware ecosystem. Why the AI Narrative is Fracturing (Chips vs. Memory) While Nvidia's core chip demand remains inc
Trading NVDA Around the $200 Floor: Volatility Strategies for AI Hardware Shifts

🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

The bull isn't dead, but "AI must pay." In the tug-of-war between soft landing and bubble peak, cash flow quality > growth story, and defensive rotation > single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for "the next AI" narrative beyond the main thread; High-beta growth style compr
🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

TRUMP STOCK

so Trump's annual financials came out today he made $635M off his memecoin then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL JD Vance's report came out and he only owns the S&P, Nasdaq and Dow Jones 💀 i don't think we are ever going to have a President this intimately tied to the stock market and individual names within that stock market
TRUMP STOCK
avatarBarcode
07-01
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $Apple(AAPL)$  🚨🤖📈 $NVDA Pullback Or The Next AI Accumulation Zone? Options Markets Are Sending A Clear Signal 📈🤖🚨 🧠 I’m watching Nvidia $NVDA closely as one of the most important battles in the market unfolds: are investors losing conviction in the AI trade, or is this simply a healthy reset before the next potential move higher? After its recent pullback, $NVDA is testing its 260-day moving average, a historically important long-term trend indicator that has often attracted buyers during periods of market uncertainty. 📊 According to quantitative analysis, similar $NVDA setups over the past decade have pro
$NVIDIA(NVDA)$  Analysts are united in highlighting Nvidia's growth potential! Awaiting the strong rebound with enthusiasm
Top Calls on Wall Street: Nvidia, Netflix, Tesla, Alphabet, AMD, Sandisk, Broadcom & More
avatarSvipS
07-01
$NVIDIA(NVDA)$ Is this the end of a slowdown? Did not moved much down during last week of correction and sell off. Maintaining at a reasonable price. Look like a sign of stablelise price. Looking forward for it to move upward steadily over the next 6 months.
avatarpiggytl
07-01
P&L (30 June 2026) WHAT A FUCKING MONTH. At least we ended it on a good note.  $NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$  $Ondas Holdings Inc.(ONDS)$ Chips, Space and Defense stocks rises once again today with Marvell Tech leading the way by being more than 5% today due to growing optimism as well as rise in price target by various analyst. Rocket Lab and Ondas Inc. rises more than 2% today as growing optimism surrounds Rocket Lab on its $8B deal on Iridium, showing how it can riva
$NVDA 20260701 195.0 PUT$  Playing safe since I have no capital 🙂

$MU

Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%.
$MU
Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%.

STOCK MARKET TODAY

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. government and critical infrastructure. The partnership combines Nvidia AI infrastructure and Nemotron models with Palantir’s platforms, allowing agencies to deploy models on proprietary data. Palantir CEO Alex Karp said: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models." 2. Rocket Lab $RKLB announced a definitive agreement to acquire Iridium $IRDM for $54/share in a cash-and-stock deal, implying a
STOCK MARKET TODAY
avatarMo Lay
06-30
$NVDA Vertical 260629 190.0P/195.0P$ , it not touching break even price, but give me force liquidite.