NVDA

throwing my money in Nvidia calls

So, I think both Nvidia and Broadcom are still great stocks to buy right now.

Surprising no one, the top stock on my list is Nvidia since they're at the very center of the entire AI revolution.

So, here's what I'll be buying. Let's start with Nvidia since it's the single largest position in the NASDAQ 100 at about 13% of the entire index by weight.

And if the market panics and Nvidia stock has a huge decline, I'll be ready to take my next shot.

owning NVIDIA, Google, and Meta Stock means investing in some of the most powerful and widely used AI models already making money today

my top stocks for data centers are Nvidia, Google, Vertive Holdings, and Iron

Investing in Nvidia Google Broadcom Taiwan Semiconductor, and Micron means owning a huge chunk of AI's hardware stack from the GPUs and TPUs to the memory and networking chips.

These aren't the only ones, but this is a list of the best ones. Alphabet, Microsoft Netflix Nvidia Meta and Uber.

What we believe though, Doug, is there's somewhere between 10 and 12 trillion dollars of cumulative capex that's going to be spent on AI between now and 2030. And companies like Nvidia and Micron, which were, you know, sold heavily, especially Micron, the memory names, in this last 30 days, these companies are trading at extremely cheap valuations based on their long-term agreements and the long-term profit expectations that they have. So I think this shakeout was probably healthy to delever some of what was going on in the market, but I think it also pro provides a good environment for some of these stocks that have gone down it feels like for a month straight to start going back up.

We're in at NVDA.

I have had Nvidia stock ranked as one of the best stocks you can buy right now. And I will be reiterating that recommendation today. I still think it's one of the best stocks you can buy

lock and load on both those two.

The first stock I'm buying over SpaceX is Nvidia, ticker symbol NVDA.

The final company on our list is Nvidia Corporation, ticker symbol NVDA.

Nvidia deserves its place among the best AI stocks investors can buy while they are still reasonably priced.

Then we'll wrap things up with an in-depth analysis of three top AI stocks to buy now that could benefit from the continued growth of artificial intelligence. The first stock on our list is Nvidia, ticker symbol NVDA.

The first stock on our list is Nvidia, ticker symbol NVDA.

That is exactly why Nvidia earns its place as my first favorite AI stock to buy right now.

I am a huge buyer of the dip and I believe this is going to be an opportunity for me in the long term of things.

I've been talking about Nvidia, about Microsoft, about Meta, about Broadcom, companies that I believe were at a great valuation and um that's where I would be putting a lot of my money in, right?

Rule Breakers first recommended Nvidia at 16 cents a share in 2005.

You can keep it in the family and buy the faster growing NVIDIA for half that multiple.

Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

we're in effect long Nvidia since we own them through the indices.

Nvidia

Nvidia, ticker symbol NVDA, on the other hand, comes into this video with a Z rating of a B, which is a buy recommendation.

amounting to a buy recommendation

The on Nvidia is a B, amounting to a buy recommendation.

Among the 25 analysts covering the stock, every recommendation is either a buy or a strong buy.

if you want the fastest learning, most efficient brain on the market, well, Nvidia still has the goods.

that is exactly where I want to own the company that the whole AI economy runs on.

And Nvidia's software platform integrates with 75% of the world's quantum processors... They're stronger now than they were then, and they still get the largest slice of the allocation because they win regardless of which architecture is going to come out on top.

and buy it every day regardless what the news said.

If it gets below 20, that becomes a screaming buy to me.

buy this dip

Nvidia, so forth and so on.

If we see Nvidia drop another 15, 20% in the next week or two, that's a buying opportunity.

below 180. It's an aggressive accumulation zone.

strong buy territory is 180 to 195.

If you're looking for a good buy the price would be basically uh 195 205 a small pullback entry zone.

And I bought three shares of Nvidia at $196.70.

the capital that I am buying stuff with, I am putting towards Microsoft and Nvidia.

Nvidia, that's one of the companies I've gone heavy on in 2026, and I plan on owning for the next couple years.

This decisive win means Nvidia stands alone as the undisputed hardware infrastructure fortress of the global economy, possessing unmatched cash flow generation that completely justifies its market footprint.

Buying the stock is the simplest play. And that path is fully supported.

I own it. It's a core long-term position, and I'm not selling into a consolidation.

And I am more bullish now than at $236.

I hold Nvidia.

I love Nvidia stock for the second half.

I give this stock a grade of A+. I believe it is a must own. And I actually refer to it as one of the easiest buys in the market right now.

Today, I'm transferring that phrase to Nvidia. ... Do not miss this opportunity in Nvidia.

Another few names which are more obvious in the tech sector is still Nvidia and Broadcom. I continue to think both of these names are being underappreciated

I rate a strong buy

to not buy at these levels to me would be a major mistake

established names such as Alphabet, Amazon, Apple and Nvidia.

You have to have Nvidia on your list

earlier this year, I called Nvidia the easiest buy in the market.

...fall below the 190 strike, which is a level I would love to buy.

For me, this is more of a hold or buy on weakness play

I called Nvidia the easiest buy on the market.

Let's start with Nvidia. That's a name I like a lot... But for me, I would love to load back up on the stock around that 180 185 range.

People have done that with Nvidia recently in the past 12 months. Stock went down to 160. I was buying.

I kept pounding the table talking about how it was easily one of the easiest buys in the market right now.

Analysts tend to agree as they rate the stock a strong buy

In fact, I've been adding to my position slowly.

stock number three, which is going to be Nvidia stock ticker NVDA... This is that period of accumulation for us long-term shareholders.

All of them should be bought.

we're putting in Nvidia. We're not hesitating

you can buy it right here

Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

we think that earnings estimates for future quarters and years are going to go up, you know, probably double digits on the back of that earnings report. You put all that together combined with a stock that's reasonably priced is one of our favorite ideas.

I truly do think that Nvidia will be worth much more in future years than it is today based purely on the fundamental growth of the business.

I seriously think that Nvidia still has plenty of runway ahead of it.

My preference is to pick Nvidia if one were doing that choice.

I am very confident that Nvidia will be worth much more in future years than it is today.

I am very confident that Nvidia will be worth much more in future years than it is today.

I have no problem buying more of Broadcom and Nvidia because they have less beta.

I think this is going to turn out to be a buying opportunity.

Frank Lee of HSBC has a buy rating on Nvidia and a 325 price target.

I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today

At Deep Water, we sold Nvidia a couple months ago

stick with Nvidia

I've actually bought Nvidia. I bought Nvidia the for the first time.

I also added to Nvidia. We started buying that two weeks ago.

Nvidia still has plenty of runway ahead of it

Nvidia is below the market PE

I am very confident that Nvidia will be worth much more in future years than it is today.

I seriously think that Nvidia still has plenty of runway ahead of it and I think this company will be worth substantially more in future years than it is today.

I guess you'd say for us the big opportunity is the one that's lying in plain sight um which is Nvidia you haven't held that stock for a while we've held other names instead semicap equipment and things like that but Nvidia is a stock that basically hasn't outperformed the market year to date it's up only modestly in absolute terms it's trading less than 20 times forward earnings and the way we think about that is sure there's some re uh scope for margin erosion Sure, there's some scope to lose share to custom silicon, but they are still the deacto standard in the industry and to get a company that can benefit from secular tailwinds at that kind of a multiple we think it's pretty attractive.

buy it and when it happens

I seriously think that Nvidia still has plenty of runway ahead of it. And I think this company will be worth substantially more in future years than it is today.

I continue to be bullish on Nvidia long term as well as bullish on companies like Micron Iron and others probably for the next two years or so, maybe longer depending on what happens.

So if you look at this company right here, it just pulled back right at its 200 day moving average. Could be a great opportunity.

Nvidia is another one. Again, you know, listen, everyone knows the name. We know how well they do. Yep. It finally looked like it was going to move on a good earnings report and it did and then all of a sudden it stalled again. But for you, just an opportunity to get in.

NVIDIA is one of your picks.

WHEN YOU TAKE A LOOK AT NVIDIA RIGHT NOW, IT'S AT, LIKE, A 21 PE, BUT ITS EARNINGS ARE GROWING AT 46%. WHEN YOU TAKE A LOOK AT EARNINGS GROWING THAT PAST OVER THE NEXT TWO YEARS AND GOING FORWARD, I THINK YOU'RE JUST GOING TO SEE THIS TREMENDOUS AMOUNT OF MONEY.

I LIKE NEVYAS, IT'S GETTING HAMMERED EVERYDAY, YOU EVER ASK, THE FUNDAMENTALS ARE PHENOMENAL, THERE'S GOT TO BE ANOTHER SOURCE OF THE SELLING?

Same with NVIDIA.

WE SAID LIGHTEN UP ON THE MAG 7

NAMES LIKE NVIDIA UNDER MARKET VALUE AND MICRON VALUED AT SIX TIMES EARNINGS AND UNTIL TRADED OVER 100 TIMES SO THAT'S CLEARLY TELLING THE MARKET SAYING IT WILL LAST TO THE DECADE

WE SHIFTED OUR FOCUS TO NVIDIA BECAUSE WE FOUND IT IN GROWTH BUT HAVE ADDED IT TO OUR VALUE PORTFOLIO

THOSE ARE PURCHASES, NOT SELLS

BUY IT AND WHEN IT HAPPENS.

WE ADDED NVIDIA TO OUR VALUE PORTFOLIO TWO MONTHS AGO AND AGAIN RECENTLY.

VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

NVIDIA SCREAMS AT ME.

I would actually also be buying Nvidia

Nvidia, and yes, even Supermicro Computer when it sells off

And in Nvidia here, ticker NVDA, another very interesting investment

if you're watching this and you're wondering what semiconductor and what hardware names to invest in, Nvidia, AMD, Broadcom.

Any of them can be bought. All of them should be bought

Own it, don't trade it

You know I got Qualcomm and Nvidia there too

People, I still say own Nvidia. Don't trade it.

every time the stock jumps another 5% you could sell 25 shares a quarter of your position

Then the way to set position would be buy 25 shares four times over a period of weeks or even months.

Like I always say, you should own Apple and Nvidia, not trade them.

IF YOU WANT GPUS, TO ME, THAT'S AMD OR NVIDIA.

YOU SHOULD OWN APPLE AND NVIDIA AND NOT TRADE THEM.

I ALSO ADDED TO NVIDIA. WE STARTED BUYING THAT TWO WEEKS AGO.

I also want Nvidia

OH I ALSO WANT NVIDIA.

I do think that if you don't own enough Nvidia, now is a good time to definitely pick it up.

Micron we're looking at right now is up 15%, uh Nvidia's is up like 26%, Bloom Energy's 26%. They're still way down from their all-time highs. Way down. ... but I would say even if you did buy today, you're probably going to be fine

Nvidia is a safe pick that you can really go wrong with when it comes to robotics.

Nvidia.

That is why we like the chip suppliers still and the data centers.

like NVIDIA, like Broadcom, which both of which we've owned for a long time for clients.

I may go in and start adding to my AI bags in my private accounts, my retirement account, which does have a bit of Nvidia. And I also may add some to the public portfolio.

Nvidia is the poster child, Bridget, for sell the news

So is Nvidia... Nvidia just on valuation. Nvidia is trading cheap.

stocks number three and four will kind of be a two for one, but we're talking about AMD and Nvidia. Why do they make your list as stocks to look at in this SpaceX launch story?

My preferred approach would be to begin with a partial position and preserve capital to add after earnings if the operating thesis here remains intact.

my verdict is number one and a buy today.

Based on growth profitability valuation and competitive position, Nvidia offers the strongest over opportunity is why it comes in at number one.

I'd probably say stock number one, Nvidia, is a buy today.

Wall Street, well, they give it a strong buy.

Because to a certain extent, if the war continues and let's say it lasts years, would you rather own a company that's sensitive to oil and the economy and what the Fed would do, or would you rather own a company like Nvidia or Microsoft or Google that doesn't really care about what happens in the Middle East? You would clearly rather own the AI stocks.

if you want to start buying the dip in some AI stocks, it could start to make sense

Long story short, Nvidia, AMD, Marll, Broadcom, Qualcomm, these would be like top tier buy the dip opportunities within the AI trade.

You'd rather own Nvidia.

would you rather own Nvidia or Delta Airlines if oil goes goes past $100 a barrel again, you'd rather own Nvidia

I mean, look at Nvidia, right? Nvidia It's kind of been underperforming. It's bounced a little bit. Nvidia doesn't look good, either.

it's not the Nvidas at this point. Until true mass enterprise adoption happens and robotics happen, you kind of want to stay away from the hardware side of the AI trade in my opinion.

He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it.

our community members have this as a buy right now.

our members of our community have this as a buy right now.

Now, guys, this list may surprise some of you. Here are the 15 stocks that are getting close to my intrinsic value based on my assumptions. What that means is, remember here, we had a current price return of low side 12.8, high side 24. This one was between These next 15 are between 6% and 9%. So, they're getting close to that intrinsic value. Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS Ferrari Starbucks Google O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon. When we have a correction, these stocks will fall with the rest of the market and I'll give them a deeper look as the price falls and gets closer to intrinsic value and even further down.

Nvidia is the better buy.

He's bet against Palunteer and Nvidia

If this is correct on 175, don't you want to buy it at a discount?

Others say buy them now before they double from here again.

Even though Nvidia doesn't always make his top five list, he's still very bullish on it as the backbone of all AI infrastructure.

I also added to Nvidia. We started buying that two weeks ago.

Nvidia, Micron, SK Highix are priced as if we're rolling over in the cycle. That makes them the opportunity.

Disney, Alphabet, Nvidia, and Amazon all get trimmed

load Nvidia up even further

Nvidia gets its biggest single addition yet

Nvidia gets cut hard in October

in July Nvidia shows up for the first time

And finally, Nvidia.

Before earnings buy now or wait it out. Buy now.

I would buy Nvidia with both hands every time it got to about 190 to 195 share price.

I would put it in Nvidia and several other stocks in that category in terms of ones you really need to own in this market,

we have overweight positions and names like Apple, Microsoft and Vidya and Google of course.

I would go in video.

I really like the price of Nvidia

I think there'll be another wave on especially Nvidia it's just way too cheap

more bullish Nvidia

I still think stocks like Nvidia have legs to run

I think you can buy it right here.

A couple of weeks ago, I took a personal position. Yeah. Purely based on momentum in Nvidia, Mike was up about 5 1/2%.

nothing good happens when you're inside the cloud here. You need to break through.

I started adding to that. I bought Nvidia the for the first time.

I've been adding to Nvidia.

I like a lot here.

I think you buy more right here.

I will continue to add to Nvidia if we still see you know the semi-trade online

the newest buy

Once again, I'm in Nvidia. I love Nvidia. I think Nvidia should be higher.

That makes Nvidia the more compelling way to invest in AI computing at current multiples.

I would treat major Nvidia declines as opportunities to accumulate gradually, provided its revenue growth, margins, and technological leadership remains intact.

This is why Nvidia, Micron, and Microsoft are the three companies I want to own through volatility.

Nvidia remains attractive at current levels and meaningful pullbacks provide opportunities to build the position gradually.

Michael Bur is increasing his bearish positions on Nvidia and Micron, two of the biggest beneficiaries of the artificial intelligence infrastructure boom.

First on the list is the undisputed engine of this accelerated computing transformation, Nvidia, ticker NVDA.

While AMD captures massive market share on price efficiency, Nvidia, ticker NVDA, remains the dominant, irreplaceable incumbent redefining its entire business model from a chip designer into the full-stack utility grid of the artificial intelligence era.

The second stock that became significantly undervalued following Alphabet's earning report is Nvidia.

rendering this pullback a rare entry point.

we finally arrive at the absolute apex of this entire hardware revolution, Nvidia, ticker NVDA.

Our third stock is the undisputed sovereign of AI acceleration, Nvidia Corporation, ticker symbol NVDA.

Nvidia's expanding addressable market and unparalleled software moat make any near-term dip a historic opportunity before the broader market rockets toward new highs today during this secular bull run of the entire computing and advanced technology microchip industry cycle.

Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

I'm playing all of them. Nvidia, Micron, Broadcom, Lum, the list goes on and on.

As Nvidia, ticker symbol NVDA, continues to sell more and more chips at higher and higher rates.

Now, but now let's talk about what I'm buying. ... Nvidia is over 50% of my portfolio just in that one name.

I'm building a position in all of them.

For stock number five, we have Nvidia. Ticker symbol NVDA.

even though it did very well in wave number one, Nvidia is still going to be a huge beneficiary of wave number two.

the first kind we'll talk about is Nvidia where over six million developers built on their software CUDA..." ... "The thing about Nvidia is the stock went all the way down to its 200 day moving average. I could not pass it up.

Analysts rate Nvidia a Strong Buy, seeing roughly 59% upside from here.

At Deep Water, we sold Nvidia a couple months ago, big believers in all they're doing.

I got Qualcomm and Nvidia there, too.

I also want Nvidia.

everybody was pretty much buying either SMH or Nvidia stock

the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past

the newest buy

Nvidia, Broadcom. I think these are buys right here and it's going to run well.

But great ad, but I still like selling calls against it.

I do think I'm gonna stay patient on it and I'll keep buying more because, you know, it's hard to chase some of these other semiconductor names.

we documented on halftime buying Nvidia for the very first time.

Sell Nvidia.

There's one chip in the world fueling the AI revolution. And it's Nvidia. And I think that is not factored in the street numbers. ... I think we look out the next two three quarters. I think it's a different story for Nvidia.

it is undervalued. It's growing faster. Maybe I should make the switch

I would 100% rather invest in Nvidia than invest in AMD.

I continue to be very bullish on the prospects for Broadcom, for Marvel, as well as Nvidia.

For us, you know, that keeps us bullish on Marvell, Broadcom, Nvidia uh that we own in the Pro portfolio.

They talked about some of these names that are all buy rated, and that they have some of the ones that you're talking about here, like Nvidia and Marvell and Micron and Broadcom, they think they have 30% upside because of the compute and memory networking, the equipment.

I'm pretty much bullish across the board here across Amazon, Google meta Microsoft Nvidia and micron as we sort of look across some of the big names that we talk about as you look out the next 3 to 5 years

you continue to describe this as an opportunity to buy the chip dip.

You buy and a 280.

selling the 220 call

buying the 215 call

selling the 200 put

buying the 205 put

buying one of the 235 calls

selling two of the 230 calls

buying the 210 call

I went out to the July 31st weekly options. So, just about 2 weeks to expiration on this one where I'm going to sell the out of the money 215 strike call and then buy the 220 strike call. So, a short $5 wide neutral to bearish call vertical.

I'm leaning my paper money trade is leaning to the bullish side... So, I looked at the August 7th a 2-week spread. 2 weeks, that should show you that you do have a chance to extend duration. Buying August 7th, selling July 24th, 210 220 call diagonal.

Top of my list would be Nvidia.

Nvidia

This could be something like Nvidia as the dominant name.

Cit buys Nvidia.

Brad owns Nvidia as a huge stake

With the low 20 Ford PE, it is difficult to see how you lose with Nvidia here.

I think Nvidia is terribly uh undervalued today and so we're happy to sit in that and to own it.

I think Nvidia is still a pretty good value. Um, I think it's a good buy and hold

I sold the Nvidia July 31st $217.50 50 call options.

I wouldn't be opposed to selling some calls at that point on my long-term position to kind of gain some um you know, additional capital, if you will.

I'm long Nvidia. I think we're going to get the breakout soon, a further breakout. And I think 220's coming in the short term.

I'm long. I own a bunch of shares. I was buying a lot of Nvidia in 2025 and you know, or earlier this year, middle of this year.

you could argue it’s a great time to buy the breakout.

I think Nvidia is a great buy and hold even here at 210.

If you’re not in Nvidia, if, you know, you want to buy in, not financial advice, but now’s not a bad time based on the charts, based on the valuation.

by the way, I like that price on Nvidia. If it was I would be I'd be tempted to buy the stock if it's $222. It's $222.32, right?

but in the very short term man you know it's it's you got to own I feel like you have to own one of these three stocks. You have to own either Nvidia or you have to own AMD or you have to own Micron.

Why own Nvidia as an AI proxy when you can own anthropic directly?

Buy Nvidia.

I am thinking about trimming pure play semiconductor stocks like my Nvidia actually.

I prefer Nvidia cuz it's the top AI king

I have taken profits on Nvidia.

He also added to his his uh Nvidia short position

We've got the SPY, Nvidia, Amazon, QQQ, Meta, and Tesla. Tesla doing the worst... are all operating still under a sell signal, which means they can go lower.

Okay, so right here and right here, it printed a sell signal.

they're also unloading the chip stocks like Nvidia

Nvidia at 23 times forward earnings and Broadcom at 33 times forward earnings offer compelling riskreward balances grounded in cash flow and pricing power.

Bur increased his put options against Nvidia at $210

He has built a short position of up to 8.5 billion dollars across the entire semiconductor supply chain, including Nvidia, AMD, Broadcom, and ASML.

He initiated short positions against Nvidia at $198

I'm going to be watching this closely in the early part of August for a shorting opportunity in NVDA

higher odds play for a little bearish play down on the downside into that low

the most important recommendation in the entire presentation is his decision to sell Nvidia and replace it with a much less obvious AI infrastructure company.

This means that Buffett would most likely avoid investing in businesses like Nvidia, Eli Liy and Netflix even though they have terrific past records.