“I think Nvidia is gonna go up off the number personally, I just think expectations are probably pretty low.”
- Since the call
- +9.0%
- At the call
- $211.08
- Now
- $230.12
Expects a positive earnings reaction because expectations are low and Jensen likely has something up his sleeve.
● The callPrices by IndeixFull NVDA chart
More NVDA calls
Everything on NVDASep 2926:05Long“I bought NVIDIA, I started buying around like the 208 level, I still have my calls… I’m still long”$231.49−0.6%
“I bought NVIDIA, I started buying around like the 208 level, I still have my calls… I’m still long”
The host is long NVDA calls bought near 208, nothing has changed, and the buyback signals management sees the stock as cheap with good cash flow visibility.
Sep 1756:30Long“Especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long… NVIDIA is a good structural business long-term in my opinion”$219.28+4.9%
“Especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long… NVIDIA is a good structural business long-term in my opinion”
Staying long the AI trade and NVIDIA, a well-covered structural business, rather than rotating into high-beta names.
Sep 810:50Long“My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”$227.99+0.9%
“My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds NVIDIA as a longer-term AI position.
Sep 340:45Long“I bought some options the day after NVIDIA reported and NVIDIA is up. So I bought some on chain options on Hypercall.”$226.55+1.6%
“I bought some options the day after NVIDIA reported and NVIDIA is up. So I bought some on chain options on Hypercall.”
Bought on-chain NVDA call options (about the 230/240 strikes expiring next week) as a test trade after earnings, expecting a gap up.
Aug 2751:07Long“I converted all my quote, drawn dividends into NVIDIA, five minutes before the close to go long into the print. No leverage”$225.51+2.0%
“I converted all my quote, drawn dividends into NVIDIA, five minutes before the close to go long into the print. No leverage”
Bought tokenized NVIDIA on chain before the close to go long into earnings, and wants to own more because the AI trade is still intact.
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice. How the calls work