NVIDIA Corporation NVDA
166.19 USD -7.54 (-4.34%)
At closeNov 12, 2026, 4:06 PM EST
166.27 +0.08 +0.05%
After hours · Nov 12, 4:06 PM ET
148.80 Day range 167.14
148.80 52-week range 243.37
- YTD
- -10.89%
- 1 year
- -14.25%
Discussion (22807)
Sign in to join the discussion
Chga is about to 🚀🚀🚀🚀🚀🚀🚀
- The Pure-Sales Acceleration of the Buyback ProgramBy requiring Wall Street's $500 billion third-party framework to underwrite startup data center debt, NVIDIA keeps its own cash free. Instead of locking up capital as loan collateral or extending long credit terms, NVIDIA collects 100% of the hardware cash upfront.💰 Skyrocketing Free Cash Flow (FCF) VelocityBecause cash flows straight into operations rather than sitting as a receivable, NVIDIA's cash engine runs completely unimpeded. In the most recent reporting periods, NVIDIA has utilized this immense liquidity to launch a staggering $80 billion share repurchase authorization, returning tens of billions directly to shareholders each quarter.🛡️ Protection Against Balance Sheet DilutionHad NVIDIA pushed forward with high-risk vendor financing, a sudden wave of startup defaults would have forced the company to use its own cash reserves to cover bank losses. By avoiding these bad debts, NVIDIA guarantees that its cash remains available for opportunistic stock buybacks, consistently supporting its own stock price.💻
- Software & Services: The Safer Way to Build Recurring RevenueBy abandoning the risky "revenue-sharing lease" model for data center space, NVIDIA has doubled down on Software and Services as its primary tool to capture multi-year recurring streams. This allows them to achieve software margins without taking on real estate or credit default risk.🧠 NVIDIA AI Enterprise (The Compute Operating System)NVIDIA effectively charges a "software tax" per GPU through NVIDIA AI Enterprise, its proprietary operating system for AI workloads. Enterprises pay a yearly license fee of roughly $4,500 per GPU to access elite optimized AI libraries. As millions of Blackwell and Vera Rubin chips deploy globally, this pure software licensing pipeline scales automatically, generating 100% predictable, high-margin cash.🚀 DGX Cloud (Cloud-Native AI Factory)Rather than renting physical space and sharing the utility risks with smaller cloud providers, NVIDIA partners directly with the biggest hyperscalers (like Microsoft Azure and Google Cloud) to host NVIDIA DGX Cloud. NVIDIA provides the elite infrastructure and software stack, while the hyperscalers manage the data center power, cooling, and hardware maintenance.
$NVDA hold more than 9 months now sold 1000 stacks, will buy back at $202.00
NVDA will receive an exemption from the proposed tariffs
NVDA is still very cheap, and by 2027 $290 price target , avg consensus is $320! What’s not to like! 👍🏼
Stock will not stay, too much geopolitical BS
Bears are crying and losing money and pretending it is not a big deal!
$NVDA🔥How’s that Butthole BearTards?😂🤡
Sold 3000 at 229.75 need it to drop at 3 pm
Sold 3000 at 227.4
