Information Technology · NVDA
NVIDIA stock sentiment
The anchor of the entire AI trade and the most-watched stock on finance X and Reddit, where every datapoint is dissected in real time.
How Quantral scores NVDA sentiment
Quantral reads the public conversation about NVIDIA across finance X, Reddit, Substack, and finance shows on YouTube, then distills it into a single signal score from 0 to 100. It is not a vote count: a hundred low-quality posts can matter less than a handful from voices with a real track record.
The score weighs how much NVDA is being discussed against how strong and credible that discussion is. The sentiment behind it is broken out across positive, negative, and noise, and the people driving it are weighted by their own record, so the loudest take is not automatically the one that moves the number.
The live NVDA score, its sentiment split, and the most recent mentions update continuously in the app. The monthly counts on this page are a dated snapshot of what Quantral tracked, not the live feed.
@Mr_Derivatives· Aug 13🚨 $NVDA today is about to have its highest daily close since May 14th. May 14th is also the day the name hit and closed at ATH's. It has come a looooong way hasn't it?! No one shorted this name right? RIGHT?! 😉
Bruh you lost 11k in a 5k account that's some advanced math but respect the full send on NVDA, hope it moons for ya
Public posts about NVIDIA across the sources Quantral reads, since May 2026.
As of 2 November 2026, see the latest feed in the app.
Bullish and bearish views on NVDA
Monthly recaps of the NVIDIA chatter we track. In October 2026, 69% of tracked NVDA posts were bullish, 24% bearish.
In May, Nvidia faced chatter about slowing growth from the law of large numbers and China reportedly not wanting its chips, while @TheValueist on X kept pushing how trillions would be spent on GAI infrastructure. On r/wallstreetbets, someone bragged about cheap puts at 220 before another poster said they got NVDA puts too at 220 with a '100% accuracy' loss, and a rumor floated that a dividend bump was just to get into ETFs.
Speculation about Jensen Huang’s GTC Taipei announcements and a Trump comment on government AI stakes drove chatter early June. On Reddit, people argued whether upcoming OpenAI and Anthropic IPOs would lift Nvidia or fizzle like SpaceX’s debut did for Google. By month’s end, X posters were positioning it as their third‑largest bet behind Sandisk and Micron.
Morgan Stanley said Nvidia's share of computing at Anthropic jumped from negligible to nearly 50%, while a GF Securities note claimed Nvidia was cutting specs on the VR200 NVL72 to manage memory costs. Jensen Huang dismissed bubble fears by saying this cycle is different because it's not just about hardware. On Reddit, posters debated whether the AI buildout had real demand or if revenue was being propped up by data centers they were funding themselves.
NVIDIA crushed Q2 earnings on August 26, reporting $96.2B in revenue (up 106% YoY) and guiding to 70% revenue growth for fiscal 2028, smashing estimates. On X and r/wallstreetbets, many celebrated, with one user predicting $300, but others questioned the quality of the quarter and the stock gave back some gains the next day.
Nvidia's LPX architecture was tied to OpenAI's ultrafast latency needs, while a $150B buyback on X was called larger than most S&P 500 companies. The stock struggled at $229 resistance, though r/wallstreetbets traders kept buying calls.
Nvidia hit a new all-time high in early October after months of no movement, sparking cheers on X and r/wallstreetbets. Later, it inked capacity deals with Ibiden and other suppliers, but some on Reddit warned of a broader tech correction and questioned AI spending.
This month's recap is building in the app
See all inside the appNVDA insider trading: executives and Congress
| Insider | Title | Trade | 10b5-1 plan | Filed | Shares | Value |
|---|---|---|---|---|---|---|
| Timothy S. Teter | EVP, General Counsel and Sec | Sold | · 10b5-1 planYes | · Sep 23, 2026 | $2.8M | |
| Timothy S. Teter | EVP, General Counsel and Sec | Sold | · 10b5-1 planYes | · Sep 23, 2026 | $3.0M | |
| Timothy S. Teter | EVP, General Counsel and Sec | Sold | · 10b5-1 planYes | · Sep 23, 2026 | $1.0M | |
| Mark A Stevens | Director | Sold | · Sep 22, 2026 | $297.9M | ||
| Mark A Stevens | Director | Sold | · Sep 22, 2026 | $2.2M |
| Member | Party | State | Chamber | Trade | Traded | Amount |
|---|---|---|---|---|---|---|
| Pete Sessions | R-TX · HouseR | Sold | · Oct 2, 2026 | $15,001 - $50,000 | ||
| Cleo Fields | D-LA · HouseD | Bought | · Oct 1, 2026 | $1,001 - $15,000 | ||
| Daniel Meuser | R-PA · HouseR | Sold part | · Aug 31, 2026 | $1,001 - $15,000 | ||
| Rohit Khanna | D-CA · HouseD | Bought | · Sep 23, 2026 | $1,001 - $15,000 | ||
| Rohit Khanna | D-CA · HouseD | Sold part | · Sep 4, 2026 | $1,001 - $15,000 |
About NVIDIA
NVIDIA Corporation designs graphics processing units (GPUs) and related semiconductors for gaming, professional visualization, data centers, and automotive markets. Its widely known brands include GeForce, Quadro, and Tesla.
NVIDIA
The voices behind the NVDA conversation
The tracked accounts posting about NVIDIA most since May 2026. Each one carries a public track record in the app, graded on how its past calls played out.
Quantral on NVDA
Where NVIDIA shows up in our data stories and guides.
Common questions about NVDA stock
Working through NVDA yourself? Our six-step guide to researching a stock walks a real name end to end.
The app has the live answer: a 0 to 100 NVDA score that updates as new posts come in, built from recent volume, the sentiment behind it, and the credibility of who is posting. In October 2026, 69% of the NVDA posts from the accounts we track were bullish and 24% bearish. The numbers on this page are dated snapshots.
Quantral does not publish NVDA price targets and does not average the analyst price targets you see on brokerage pages. It grades the people instead: every tracked voice that posts Nvidia targets carries a score for how its past calls worked out, so you can see whose NVDA calls have landed before you take the next one seriously.
Between May 2026 and October 2026, $NVDA drew 4,283 tracked mentions across the curated finance voices Quantral reads on X, Reddit, and Substack. That total counts only the sources Quantral follows, not the whole internet.
Three inputs: how much NVIDIA is being discussed, the sentiment of that discussion, and the track record of the accounts driving it. The sharpest swings come when the tracked voices have something to argue over: an earnings date, a product announcement, a sudden price move.
Quantral reads a curated set of finance voices on X, Reddit, and Substack, plus finance shows on YouTube. It scores every NVDA mention from those sources for sentiment and grades each account or show speaker on how its past calls worked out, so a proven record counts for more than a loud one.
This page holds the dated trail: monthly recaps of the NVIDIA conversation and the tracked voices posting about it most. The live NVDA feed is in the app, where Quantral scores each new mention as it lands.
In the last 12 months NVDA insiders filed 187 open-market sales worth $1.9 billion and no purchases. 85% of those sales were pre-planned 10b5-1 sales. These are Form 4 filings with the SEC, open-market trades only: option exercises, grants and gifts are left out.
A 10b5-1 plan is a trading plan an insider sets up in advance, while not holding material nonpublic information, that schedules future trades by date, price or formula. Trades then run on the plan, so a planned sale says less about the insider's current view than a discretionary one. In the last 12 months, 85% of NVDA insider sales were made under one.
The app shows Nvidia's next confirmed earnings date, pulled live so it cannot go stale the way a date printed on this page would. Earnings is when the NVDA conversation peaks: tracked voices post their takes before the call and argue over the numbers after, and the score swings with them.
Quantral does not make NVDA price predictions for 2026, 2030, or five years out. The voices it tracks post them, and each one gets logged and graded like any other call, so over time each account builds a public record of how its Nvidia predictions played out.
Nvidia has split its stock six times. The latest was 10-for-1 in June 2024, with 4-for-1 in July 2021 before that. Quantral does not predict the next split; it tracks whether split chatter is building among the voices it reads.
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Public data, scored. Not financial advice, do your own research.