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NVDA NVIDIA CORP · NASDAQ · Semiconductors & Related Devices

What each lens says: crowd — 10 posts and 0 loud comments read bullish · insiders — insiders bought $0.0M and sold $250.1M in 30 days (0 buys, 13 sales) · funds — ARK Invest, Citadel, Millennium opened or grew · Bridgewater, D. E. Shaw, Point72 cut or exited · congress — House members filed 2 purchases and 1 sales in 60 days · press — 23 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to NVDA — asked of the layer, served live

news.articles
research.hypotheses
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open the relational graph ↗

History of NVDA — the layer's log: every relationship that appeared, strengthened or faded

  • 2026-10-03 00:30 strengthened references reddit:t3_1wsa9lz social.posts · ×8
  • 2026-10-03 00:26 strengthened discusses reddit:t3_1wushzj social.posts · ×2
  • 2026-10-03 00:25 faded references news:8cfba75857bcc0f7 news.articles · evicted by a cap · ×1
  • 2026-10-03 00:25 returned references reddit:t3_1wun55q social.posts · crossed the bar · ×1
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  • 2026-10-03 00:25 faded references ptr:20030977:96 congress.trades · evicted by a cap · ×1
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The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post⬆flairword score
r/wallstreetbets September: +130k in 10 days. Started trading 0–2DTEs on the 21st168Gainbullish
r/wallstreetbets NVDA can suck it.55Lossneutral
r/stocks I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.126bullish
r/StockMarket $NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT321Newsbearish
r/wallstreetbets Thank you NVDA418Gainneutral
r/wallstreetbets NVDA and meta315Newsbullish
r/StockMarket $NVDA has authorized an additional $150 billion share buyback program609Newsneutral
r/stocks $NVDA Launches Open Agent Safety Platform to Secure Agents From57Company Newsneutral
r/wallstreetbets My portfolio strategy for this week is foolproof352Memebullish
r/wallstreetbets $10k -> +$94k (~4 months “investing”)1266Gainbearish
r/StockMarket 2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.208Recap/Watchlistbearish
r/stocks Nvidia CEO shrugs off AI doomsday to protect it's $5.38T cap.410neutral
r/wallstreetbets Memory vs. GPU81Discussionbearish
r/wallstreetbets 28k NVDA YOLO. 3 DTE591YOLObullish
r/stocks TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18th144Industry Newsneutral
r/stocks Will there be a "TSMC" of robotics?155bullish
r/wallstreetbets Absolute YOLO - 350 NVDA contracts expiring in 2 trading days ($16k)175YOLObullish
r/wallstreetbets Learned my lesson. See you guys tomorrow.518Lossneutral
r/stocks DeepSeek Plans 160,000 Chip Huawei AI Cluster69Company Newsneutral
r/stocks Nvidia runs a $99B VC fund. Forget the chips.451bullish
r/stocks Avoid chasing new AI chip stocks and accumulate TSM?59neutral
r/wallstreetbets I built an agent that buys whatever this sub is talking about. It's down 19.2%.3095Discussionneutral
r/wallstreetbets NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday509YOLObullish
r/investing The under/over valuation of Nvidia/AMD119bullish
r/wallstreetbets Made $82K NVDA Calls463Gainneutral
r/wallstreetbets Just Buy NVDA at $12/share2411Gainbullish
r/wallstreetbets My NVDA tendies201Gainbullish
r/wallstreetbets $50,000 YOLO NVDA 8/28 exp $217.5 strike call - when to take profit?282YOLObullish
r/stocks Amazon and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI203Industry Newsbullish
r/wallstreetbets Graphical representation of the NVDA after hours dip we saw yesterday282Memebullish

The comments — loudest in 30 days, over 10 upvotes

“Im balls deep into the semis names. AVGO, NVDA, TSMC, MU are 4 big positions in my portfolio. Im up allost 1000% on Micron and I have absolutely no idea when to sell. I totally get the cyclical part but for now I cant sell. Demand is still growing so I just continue to hold for now… The big thesis i…”
67 ⬆ · u/CertifiedDruid333 · r/wallstreetbets · on Memory vs. GPU
“AVGO has had a crap year, but its 3 year return is still more than 10% better than SMH and 40% better than SOXX, so it just ran up its gains ahead of broader semis. Even more than NVDA, it has been resting, but while resting its forward PE settled in to "very solid investment" territory. I would…”
24 ⬆ · u/SnS2500 · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“AVGO is fundamentally supported. Based on forward guidance, both NVDA and AVGO trade at <20x forward EV/EBITDA and have 50%+ net margins. By comparison, AMD is over 60x EV/EBITDA with 20% net margins. I just don't see AMD growing into its current valuation. Disclaimer: I am long NVDA and AVGO, and…”
18 ⬆ · u/GoneWithTheFishes · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“$RRX for actuators (Kollmorgen division). Japanese company called Harmonic Drive does them as well with an OTC ticker $HSYDF. $CGNX does visual input systems as well. Something to consider, though, is that not all bottlenecks are built the same. It’s about margin and a lot of these companies in ro…”
10 ⬆ · u/owngoalmerchant · r/stocks · on Will there be a "TSMC" of robotics?
“AMD top line growth is slower than both AVGO and NVDA, depsite being off a much smaller base number. You'd have thought the opposite based on the valuations. Now I would not short AMD, but it's very pricey.”
10 ⬆ · u/greenpride32 · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?

News

seenheadlinesource
2026-10-02T21:33Jim Cramer Highlights NVIDIA (NVDA) Architecture Framework And Historic Share BuybackYahoo Finance
2026-10-02T21:23NVIDIA (NASDAQ:NVDA) Stock Price Up 1.3% - Time to Buy?marketbeat.com
2026-10-02T20:26Nvidia Hits First Record Since May as Value Nears $6 TrillionBloomberg.com
2026-10-02T17:54Nvidia stock hits record high, market cap nears $6 trillionYahoo Finance
2026-10-02T17:22QUICK SPARK: Nvidia Board OKs Massive $150B Buyback Plan, Shares Spike to All-Time HighsBenzinga
2026-10-02T16:52Weak Jobs Report, Nvidia, Nasdaq 100 Record High: Stock Market Today - Invesco QQQ Trust, Series 1 (NASDABenzinga
2026-10-02T15:00CoreWeave Unleashes Nvidia's Vera Rubin, Analyst Sees Room to RunBenzinga
2026-10-02T14:55Cisco, NVIDIA Corp. Share Gains Lead Dow's 275-Point JumpMoomoo
2026-10-02T14:47Cerebras Analyst Is Bullish, Calls Nvidia Competition 'Exaggerated' - Cerebras Systems (NASDAQ:CBRS)Benzinga
2026-10-02T14:17Nvidia Hits First Record Since May As Value Nears $6 TrillionNDTV Profit
2026-10-02T14:13Nvidia stock hits new all-time high, market cap at $5.7 trillionYahoo Finance
2026-10-02T12:55Nvidia Stock Climbs After Morgan Stanley Names It a 'Top Semiconductor Pick'Yahoo Finance
2026-10-02T09:53What Could Send NVIDIA Stock Higher?Yahoo Finance
2026-10-01T22:05NVIDIA Corp. Stock Grades | NVDABarron's
2026-10-01T16:03Wall Street sets Nvidia stock price for the next 12 monthsFinbold
2026-09-29T15:43Nvidia Stock Buyback Impresses Market Experts: ‘Very Much Like This Move’TradingView
2026-09-29T14:38Nvidia $150B Buyback: Is NVDA Stock Cheap Enough? - NVIDIA (NASDAQ:NVDA)Benzinga
2026-09-29T10:07What's Going On With NVIDIA Stock Tuesday? - NVIDIA (NASDAQ:NVDA)Benzinga
2026-09-28T22:59Nvidia boosts share buyback program by record $150BSiliconANGLE
2026-09-28T18:10Nvidia Stock Gains on Record Buyback: Jim Cramer Gets His WishTradingView

Who holds it — the big funds' 13F reports, each manager's newest quarter

managerpositionsharesmove vs prior quarteras of
Millennium$2,432M12,157,614increased2026-06-30
Tiger Global$2,240M11,198,773decreased2026-06-30
Citadel$2,090M10,446,058increased2026-06-30
D. E. Shaw$1,569M7,845,721decreased2026-06-30
Renaissance Technologies$1,418M7,091,256increased2026-06-30
Two Sigma$1,257M6,284,574decreased2026-06-30
Bridgewater$773M3,866,195decreased2026-06-30
Coatue$383M1,915,943held2026-06-30
Appaloosa$305M1,525,000held2026-06-30
ARK Invest$276M1,381,247increased2026-06-30
Soros Fund$213M1,064,635held2026-06-30
Third Point$0M0exited2026-06-30
Point72$0M0exited2026-06-30

Insider trades — Form 4 open-market buys and sales

tradedfiledwhosidesharespricevalue
2026-09-212026-09-23Teter Timothy S. EVP, General Counsel and Secsell12,483$222.19$2,773,638
2026-09-212026-09-23Teter Timothy S. EVP, General Counsel and Secsell13,478$223.05$3,006,253
2026-09-212026-09-23Teter Timothy S. EVP, General Counsel and Secsell4,499$223.75$1,006,642
2026-09-172026-09-18Kress Colette EVP & Chief Financial Officersell4,681$218.01$1,020,525
2026-09-172026-09-18Kress Colette EVP & Chief Financial Officersell20,369$219.02$4,461,161
2026-09-172026-09-18Kress Colette EVP & Chief Financial Officersell9,868$219.59$2,166,946
2026-09-042026-09-08STEVENS MARK A directorsell197,180$230.40$45,431,041
2026-09-042026-09-08STEVENS MARK A directorsell237,820$231.17$54,976,302
2026-09-042026-09-08STEVENS MARK A directorsell182,628$233.46$42,636,607
2026-09-042026-09-08STEVENS MARK A directorsell4,611$234.00$1,078,994
2026-09-032026-09-08STEVENS MARK A directorsell198,707$227.70$45,244,670
2026-09-032026-09-08STEVENS MARK A directorsell1,293$228.27$295,153
2026-09-032026-09-08STEVENS MARK A directorsell200,000$229.87$45,974,100

Congressional trades — House periodic transaction reports

tradedfiledmembertypeowneramount
2026-08-182026-09-01Hon. John J Mr McGuire III VA05purchaseSP$1,001 – $15,000
2026-08-182026-09-04Hon. Gilbert Cisneros CA31sale_partialself$1,001 – $15,000
2026-07-212026-07-22Hon. Sam T. Liccardo CA16sale_partialself$15,001 – $50,000
2026-07-172026-08-14Hon. Gilbert Cisneros CA31purchaseself$1,001 – $15,000
2026-07-102026-07-10Hon. Dan Newhouse WA04sale_partialSP$1,001 – $15,000
2026-06-262026-06-26Cleo Fields LA06purchaseself$1,001 – $15,000
2026-06-262026-06-26Cleo Fields LA06purchaseself$1,001 – $15,000
2026-06-262026-06-26Cleo Fields LA06purchaseself$1,001 – $15,000
2026-06-252026-06-25Hon. Michael Rulli OH06purchaseself$1,001 – $15,000
2026-06-162026-06-17Hon. Matthew Robert Van Epps TN07saleself$1,001 – $15,000
2026-05-272026-06-09Hon. Daniel Meuser PA09sale_partialSP$1,001 – $15,000
2026-04-242026-05-12Hon. Daniel Meuser PA09sale_partialSP$1,001 – $15,000
2026-04-152026-05-01Hon. John McGuire VA05purchaseSP$1,001 – $15,000
2026-04-142026-05-07Hon. Gilbert Cisneros CA31sale_partialself$1,001 – $15,000
2026-04-082026-04-13Hon. Elizabeth Fletcher TX07sale_partialself$1,001 – $15,000
2026-03-252026-04-06Hon. Gilbert Cisneros CA31sale_partialself$1,001 – $15,000
2026-03-252026-04-14Hon. Daniel Meuser PA09sale_partialSP$1,001 – $15,000
2026-03-242026-04-24Hon. Tim Moore NC14saleself$15,001 – $50,000
2026-03-132026-04-06Hon. Gilbert Cisneros CA31purchaseself$1,001 – $15,000
2026-02-252026-03-09Hon. Daniel Meuser PA09sale_partialSP$1,001 – $15,000
2026-01-302026-02-06Hon. John McGuire VA05purchaseSP$1,001 – $15,000
2026-01-302026-02-11Hon. Gilbert Cisneros CA31purchaseself$1,001 – $15,000
2026-01-302026-02-11Hon. Daniel Meuser PA09sale_partialSP$1,001 – $15,000
2026-01-162026-01-16Hon. Nancy Pelosi CA11purchaseSP$250,001 – $500,000
2026-01-142026-02-11Hon. Daniel Meuser PA09sale_partialSP$1,001 – $15,000
2025-12-302025-12-30Hon. Nancy Pelosi CA11purchaseSP$100,001 – $250,000
2025-12-242025-12-24Hon. Nancy Pelosi CA11sale_partialSP$1,000,001 – $5,000,000
2025-12-242026-01-09Hon. Gilbert Cisneros CA31sale_partialself$1,001 – $15,000
2025-12-192026-01-09Hon. Gilbert Cisneros CA31sale_partialself$15,001 – $50,000
2025-11-212025-12-05Hon. Dwight Evans PA03purchaseself$1,001 – $15,000