This isn’t the Nvidia dip you’ve been waiting for 👀

Sell-off? While Wall Street panicked over DeepSeek, retail traders saw a fire sale and went shopping. 🛍️ 

Here’s where their $$$ landed: 

➡️ Nvidia: $922 million in two days, pushing Friday-to-Tuesday inflows past $1 billion, according to Vanda Research.

➡️ Leveraged bets: a record $30.8 million poured into the GraniteShares 2x Long NVDA Daily ETF ($NVDL) on Monday. 

➡️ Big tech spree: more than $500 million went into Tesla, AMD, Broadcom, Apple, TSMC, Palantir, SoFi Tech, and Micron between Friday and Tuesday. 

Around $4.3 billion went into US stocks and ETFs, with Monday seeing the biggest chunk at $1.9 billion — right as tech and semiconductor stocks were getting torched.  

Nvidia took the biggest share, with one in three retail dollars landing there by Tuesday, according to Vanda data. 

But here’s the problem… Nvidia is still down 13% for the week (-17% Monday, +9% Tuesday, -4% Wednesday) and the market isn’t bouncing back until the big $$$ players step in and start buying again.  

History suggests retail alone won’t cut it. In April and August, traders rushed to buy dips, but stocks didn’t truly rebound until institutions jumped in — usually right after retail traders gave up. 

Read more: Chips are down! What does Nvidia’s $600 billion sell-off tell you?

Vanda’s take? “Watch retail’s next steps. A capitulation may signal the all-clear to BTD [buy the dip].”

Edited by Ankush Chibber. If you have any tips, ideas or feedback, please get in touch: talk-to-us@moniify.com