$NVDA 20251205 200.0 CALL$ Yes

Yes it is ! I took the opportinity to average down with my spare cash.

NVDA Wk7 PMCC Updates

Major price action happened this week, with NVDA hitting 183, plunging to 169 and recovering back to 180 levels.

This dip was primarily driven by news of Google's TPU success and Meta's plan to spend billions on them.

Once again, I sold calls on green days when it hit 183 on Monday but took a more conservative approach with for a longer DTE(11) and Higher Strike(200) while sacrificing premium.

The Theta on my LEAPS are only at around 0.034, my premium from selling those calls will cover the Theta decay and my lunch for the next few days.

Did you buy the dip ?

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":504662534312328,"tweetId":"504662534312328","gmtCreate":1764216857859,"gmtModify":1764220676807,"author":{"id":3576828238877021,"idStr":"3576828238877021","authorId":3576828238877021,"authorIdStr":"3576828238877021","name":"options.oracle.sg","avatar":"https://community-static.tradeup.com/news/6e81b6d1c3a82f7fc2d4da4ac0ccc843","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.25","exceedPercentage":"93.00%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":33,"starInvestorFlag":false},"themes":[{"themeId":"3c6d802bf334403784917d846657254c","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"H200 China Sales Near Confirmation: Can Nvidia's Rally Last?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":3c6d802bf334403784917d846657254c}&rnconfig={\"headerBarHidden\": true}","description":"Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips.\nNVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[{"img":"https://community-static.tradeup.com/news/ccb223ea717976f14a44c55f4c7f8bf2","width":"894","height":"1564"},{"img":"https://community-static.tradeup.com/news/0728b6ed28b6da89c1da629507a38c41","width":"894","height":"1564"},{"img":"https://community-static.tradeup.com/news/9870067f68fb6cb1c496845c4a5993c3","width":"1080","height":"2340"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/ccb223ea717976f14a44c55f4c7f8bf2","width":"894","height":"1564"},{"img":"https://community-static.tradeup.com/news/0728b6ed28b6da89c1da629507a38c41","width":"894","height":"1564"},{"img":"https://community-static.tradeup.com/news/9870067f68fb6cb1c496845c4a5993c3","width":"1080","height":"2340"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/OPT/NVDA 20251205 200.0 CALL\">$NVDA 20251205 200.0 CALL$ </a>&nbsp;\nYes it is !&nbsp;I took the opportinity to average down with my spare cash.\nNVDA Wk7 PMCC Updates\nMajor price action happened this week, with NVDA hitting 183, plunging to 169 and recovering back to 180 levels.\nThis dip was primarily driven by news of Google's TPU success and Meta's plan to spend billions on them.\nOnce again, I sold calls on green days when it hit 183 on Monday but took a more conservative approach with for a longer DTE(11) and Higher Strike(200) while sacrificing premium.\nThe Theta on my LEAPS are only at around 0.034, my premium from selling those calls will cover the Theta decay and my lunch for the next few days.\nDid you buy the dip ?&nbsp;<img src=\"https://community-static.tradeup.com/news/ccb223ea717976f14a44c55f4c7f8bf2\" tg-width=\"894\" tg-height=\"1564\"><img src=\"https://community-static.tradeup.com/news/0728b6ed28b6da89c1da629507a38c41\" tg-width=\"894\" tg-height=\"1564\"><img src=\"https://community-static.tradeup.com/news/9870067f68fb6cb1c496845c4a5993c3\" tg-width=\"1080\" tg-height=\"2340\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/OPT/NVDA 20251205 200.0 CALL\">$NVDA 20251205 200.0 CALL$ </a>&nbsp;\nYes it is !&nbsp;I took the opportinity to average down with my spare cash.\nNVDA Wk7 PMCC Updates\nMajor price action happened this week, with NVDA hitting 183, plunging to 169 and recovering back to 180 levels.\nThis dip was primarily driven by news of Google's TPU success and Meta's plan to spend billions on them.\nOnce again, I sold calls on green days when it hit 183 on Monday but took a more conservative approach with for a longer DTE(11) and Higher Strike(200) while sacrificing premium.\nThe Theta on my LEAPS are only at around 0.034, my premium from selling those calls will cover the Theta decay and my lunch for the next few days.\nDid you buy the dip ?&nbsp;<img src=\"https://community-static.tradeup.com/news/ccb223ea717976f14a44c55f4c7f8bf2\" tg-width=\"894\" tg-height=\"1564\"><img src=\"https://community-static.tradeup.com/news/0728b6ed28b6da89c1da629507a38c41\" tg-width=\"894\" tg-height=\"1564\"><img src=\"https://community-static.tradeup.com/news/9870067f68fb6cb1c496845c4a5993c3\" tg-width=\"1080\" tg-height=\"2340\"></body></html>","text":"$NVDA 20251205 200.0 CALL$ Yes it is ! I took the opportinity to average down with my spare cash. NVDA Wk7 PMCC Updates Major price action happened this week, with NVDA hitting 183, plunging to 169 and recovering back to 180 levels. This dip was primarily driven by news of Google's TPU success and Meta's plan to spend billions on them. Once again, I sold calls on green days when it hit 183 on Monday but took a more conservative approach with for a longer DTE(11) and Higher Strike(200) while sacrificing premium. The Theta on my LEAPS are only at around 0.034, my premium from selling those calls will cover the Theta decay and my lunch for the next few days. Did you buy the dip ?","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/504662534312328","repostId":0,"isVote":1,"tweetType":1,"viewCount":728,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":559,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/504662534312328"}