✅ Daily Thread and Discussion ✅ 2026-01-12 Monday

u/Warm-Spot2953 · Reddit — r/NVDA_Stock · January 12, 2026 at 21:14 · ⬆ 12 pts  | View on Reddit ↗
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Original Reddit comment

Author argues Nvidia remains a long because Google can't effectively compete and the Groq acquisition boosts Nvidia inference.

NVDA — LONG The author argues against betting against Nvidia CEO Jensen Huang and sees the Groq acquisition as a gamechanger for Nvidia inference. Google will not sell TPUs to its competitors and is not a chip company that can scale. These points support a bullish Nvidia stance.

Dont bet against Jensen. Groq aquisition is a gamechanger for Nvidia inference

Score 12
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u/Warm-Spot2953 Reddit r/NVDA_Stock
Google can't compete; Groq acquisition is gamechanger
The author argues against betting against Nvidia CEO Jensen Huang and sees the Groq acquisition as a gamechanger for Nvidia inference. Google will not sell TPUs to its competitors and is not a chip company that can scale. These points support a bullish Nvidia stance.
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This Reddit post, published January 12, 2026, features u/Warm-Spot2953 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Warm-Spot2953  · Tickers: NVDA