No open positions in NVDA, but follow it. I’m seeing a misunderstanding run wild and thought I’d make a post to address it: NVIDIA on Friday did not file for NEW shelf offering. They filed an amendment to the one from February (the difference being dilution of 20 billion vs 10 billion). Further, the quarterly report explicitly addressed that this filing was coming purely for administrative purposes and that they actually have no plans to use it anytime soon (ie no dilution at all anytime soon).
The bear narrative that the rug has been pulled isn’t correct and everything can be understood by reading the quarterly report.
TLDR Translation for WSB Bro: NVDA bear fucked. Can’t read good. Bear bad reading used to try to scare NVDA bull to give up money for Bear. But Bear fucked because other people read good.
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Me after TLDR: Sad me fucked 
It’s bullish if NVDA sells shares and it’s bullish if they don’t. Just buy it, and then buy more.
I’m short, way short. Opened 3 8/23 $350 puts at close Friday. My rare lotto tickets.
Thank you so much for the TLDR
I’d be more bullish on Nvidia if they WERE offering more. I think it’s clear they’re in a bubble. If they sell stock now then in 2 years when this bubble is over they’d be in a lot better place. This bubble can’t last forever.
It’s a bubble within a bubble. A truly dangerous place to be.
Love the TLDR
>It’s clear that you don’t understand what you’re talking about. NVIDIA didn’t file for a new shelf offering, they filed an amendment to their existing one. And as the quarterly report clearly states, this is purely for administrative purposes and there are no plans to actually use it anytime soon. So the bear narrative that the rug has been pulled out from under us is completely false.
NVDA only goes up
Surprise surprise…people on this sub intentionally spreading misinformation or otherwise doing something shady.
It really blows my mind how many bad actors are in this sub, including multiple mods (past and present).
I am a bear. I shorted Nvda at 250 and went long Avgo as a hedge. I am doing fine. I am not fucked as you say, op
I’m inverse whatever the majority is
It’s all the “Lock the float” bros
even if they did offer $10b shares, thats like diluting an ocean with a teaspoon of water
What it looks like to me is that they need cash to expand their manufacturing capacity and achieve what they promised. Since debt is expensive right now, they are considering going to the equity markets.
With the current run up, they can get 2-3x more cash than before jan for the same issuance of shares.
One could even think that they raised guidance to un-achievable levels in order to 1/ pump the stock short term, 2/ issue equity and 3/ fund their expansion. Like a self fulfilling prophecy, that would be a brilliant move.
So to me it’s highly likely that they WILL raise that cash through equity.
I didn’t hold any positions in NVDA up until now.
But I will sure as hell start to short the fuck out of it next week.
Great NVDA 1000 EOY
Thats the same thing ya fuckin goof. Oh no we arent selling 10B shares were selling 20B
Regard: No guys they arent selling a NEW 10B in shares, theyre just adding it to the last sale
There were posts like this about PLTR, claiming the dilution would be minimal, if anything at all. How did that turn out?
My eye on the chart says a decent placed put is justifiable if exhaustion begins showing … oh ya an your bums look ripe for the taking
It’s IKEA that makes shelves not NVDA
Stock market loves misunderstanding.
Next upside target 700 ish