$NVDA AI Gold Rush: Whales Go Wild 🐋🎯

📈 The options and dark pool whales have spoken — NVDA is still their favorite weapon.

🧠 NVDA Daily Flow Recap — June 30, 2025

🔥 Big Money Options Orders

Nvidia’s options flow was on beast mode today. Here’s what caught my eye:

🟢 07/12 $160 Calls – $2.99M block

That’s a monster-sized bet at a relatively tight expiration. Someone is expecting a near-term blastoff, maybe off earnings or the next AI event.

🟢 07/03 $152.5 Calls – $1.24M sweep

A quick and aggressive sweep to capture short-term momentum. Possibly riding any blowout from early July chip shipment data.

🟢 12/19 $160 Calls – $2.99M block

Longer-dated confidence, showing they don’t think Nvidia is topping out anytime soon.

🟢 07/11 $160 Calls – multiple blocks around $100K each

Even the smaller whales are piling in, stacking chips on the same strike.

🔴 12/19 $155 Puts – $670K sweep

Likely just hedging the downside — one of the few bearish prints, dwarfed by all the call volume.

What’s the theme? Everyone — and their grandma — is chasing upside, from near-term trades to year-end monsters.

🕵️‍♂️ Dark Pool Action

If you thought the options were wild, check this out:

💜 $582M block at $157.99
💜 $508M block at $157.99
💜 $473M block at $157.99
💜 $276M block at $157.99
💜 multiple $60–$80M prints clustering around $157.99

When you see billions hitting the tape at the same price, it’s usually two things:
👉 Funds are rebalancing or hedging — but in this case, given the call aggression, I’d lean bullish.
👉 It sets a base, a price floor the smart money is willing to defend.

It looks like a big accumulation day — so if you see NVDA pulling back, those same whales might step in and scoop more.

📰 Market Catalyst

Here’s why everyone is tripping over themselves to load up:

📈 Loop Capital dropped a $250 price target for NVDA, calling this the “Golden Wave” of GenAI adoption. That implies a 58% rally from here.

🧠 Hyperscalers — Amazon, Google, Microsoft — are expected to ramp up non-CPU compute from 15% today to up to 60% by 2028. That could mean hundreds of billions flowing straight into Nvidia’s wallet.

🚀 Nvidia’s new B300 Blackwell chip deliveries start in July, and full-scale production goes live in October. Analyst estimates put 2025 GPU shipments at 6.5 million units with average prices of $40,000. That’s money printing on steroids.

💡 Baruah also flagged the “Neoclouds” — smaller datacenters working as Nvidia’s “de-facto Data Center Arm” — giving them a distribution channel and pricing power most companies would die for.

Put simply? The street thinks Nvidia will eat the entire AI food chain.

📊 What It Means

The options flow + dark pool + news all line up the same:
👉 Big money is preparing for another leg higher.

Retail might be scared of buying $160 calls after the stock’s crazy run — but institutions don’t blink, and the whales are buying them by the truckload.

If you trade NVDA, ignoring this flow is like ignoring an elephant breakdancing in your living room.

💡 My Take

There is a scenario where Nvidia could consolidate after a big rally — and that’s fair. But the combination of:
✅ a giant AI product pipeline
✅ price targets flying up
✅ hyperscaler demand going vertical
✅ fresh momentum from datacenter deals

…makes me think any pullback might just be a setup for a new all-time high chase.

If you’re looking to trade this, I’d watch those 12/19 calls — they’re serious conviction.

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