Reddit Posts
Oi, get on the car. The market took a sharp dive.
YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics
Investing in AI as opposed to a specific company
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Who should replace Tesla as the newest member of the “Mag 7?”
I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂
NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains
Any advice on what to YOLO on this week?
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
$6k profit this week from flipping NVDA calls within 1st hour after open.
$6k profit this week from flipping NVDA calls within 1st hour after open.
Strangely the US wants to Intel to succeed but their price does not look that way
Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?
Question for people who profited from both TSLA and NVDA ?
Down the rabbit hole we go. What should I yolo my last on?
Damnit to heck, Cramer just recommended NVDA
CES 2024: AI field still have a large potential
I believe them puts on NVDA and AMD I guess?
My top suggested post is a 6 year old NVDA WSB post
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
Follow up from my previous post! Still holding NVDA and up a 105% gain
Anyone get frustration with themselves not buy more Magnificent 7 ?
How much longer is NVDA going to run?
I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.
If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February
Part two- been practicing option trading (80 % success rate)
PART 2 Been practicing option trading for a year
NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.
Jensen Huang Illustrating How big of Dump NVDA Stock will take
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$PYPL Ad: Six innovations that will revolutionize commerce
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA
All in on AI today over 40% short and bottomed for reversal!!!!!
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”
Am I too late for NVDA calls?
Everything you need to know about AMD in 8 bullet points, before the ER.
How can NVDA be "ignored" when it is a $1.5Trillion company?
How I am Positioning myself in the Markets going into 2024
Mentions
“Underpriced” doesn’t actually refer to share price. It is usually referring to price/earnings or price/sales. Price per share is more affected by the number of shares in the float. BKNG is 4,500 per share. That doesn’t make it 40x more expensive than NVDA at $170.
I heard about NVDA on CNBC in 2015 and bought some. That worked out ok I think.
Great analysis. The custom silicon angle is what makes AVGO fundamentally different from the NVDA/AMD narrative. The 1GW to 3GW Anthropic compute ramp is staggering -- that kind of YoY scaling in inference/training infrastructure implies these hyperscalers are planning for a world where AI workloads grow 3-5x annually for the foreseeable future. On the $100B target, I think it's plausible but requires at least 2-3 new hyperscaler engagements beyond the current five. The networking revenue mix shift to 40% is arguably the most underappreciated part -- as model sizes plateau, the bottleneck shifts from compute to interconnect bandwidth, which plays directly into Broadcom's Tomahawk positioning. The real risk I'd watch is whether the current Gulf conflict drives a broader macro pullback that forces hyperscalers to moderate capex plans.
I think this is a good take and likely shift over time. Agree on NVDA. I have small investments in many you named, and a larger one in GLW due to basis. I also beleive in focusing on broad market. But have also made some ai and ai infrastructure bets mostly through etfs
Stick to NVDA next time.
I think you’re already seeing it. ROBO and of course NVDA are proxies for the AI trade and they both rolled over pretty hard last week while software caught a bid. Late cycle behavior imo. I like the options bet against the QQQs as I believe the next logical extension of this is that “oh fuck the hyperscalers really did incinerate hundreds of billions of dollars.” I’ve got a sizable QQQ put position too.
About to feel the pain on my NVDA and Intel calls next week
GOOGL, NVDA, AMZN and UBER for me. Truly stocks I have zero doubts about and can sleep comfortably even with some short-term setbacks. Take a look at their valuation and fundamentals: https://www.stock-table.com/fundamentals?public_uuid=33dbe1a3-e1ff-4d2d-8c5c-91e34ea76b67
I’ve a better story. I put a way out money bid to buy NVDA back in 2018 and never bothered to cancel it because I completely forgot. Then out of the blue decided to open Robinhood and see all these gains.
I bought AMZN, NVDA, and a few others Ill keep close to the vest, about 3 days ago when they were dipping. I suggested the same here and was downvoted. I then spent the next 3 days trading UCO from a relatively small 4 figure initial into a mid 5-figure realized profit while also monitoring my other holdings for what I perceive as a sell signal. Ive been trading(with intent) for the past 2 months and would be called a liar for sharing my P/L This current market doesn't tell you what its going to to, it yells it.
$NVDA pullout is concerning. I don't think it hits $40 again without a monumental momentum shift in that whole sector, during which time other similar-ish plays would do better anyway
Top SPY Holdings by Weight (Approximate as of March 2026) NVIDIA Corp (NVDA): ~7.5% - 7.6% Apple Inc (AAPL): ~6.5% - 6.7% Microsoft Corp (MSFT): ~4.9% - 5.2% Amazon.com Inc (AMZN): ~3.4% - 3.6% Alphabet Inc Class A (GOOGL): ~3.0% Broadcom Inc (AVGO): ~2.5% - 2.6% Meta Platforms Inc (META): ~2.4% Alphabet Inc Class C (GOOG): ~2.4% Tesla Inc (TSLA): ~1.9% Berkshire Hathaway Inc Cl B (BRK.B): ~1.5% State Street Global Advisors +7
We would likely see it in the mag7 earnings guidance before seeing it reflected in the market. As long as the mag7 are printing money, your assumption is a long shot. With the exception of NVDA, the others like aapl, Amzn, meta, and MSFT are not going to major earnings contraction if AI doesn’t live up to its hype. Their core business will continue. This isn’t CSCO losing business because the internet bubble popped.
This means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means
NVDA 2018, Amazon 2017 I couldn’t buy a whole lot though, but it’s paid off. I did sell some NVDA at 150, 160 bc it became too big of a ratio in my portfolio bc it had split several times.
The semiconductor angle here is the one I do not see discussed enough. Taiwan fabs run almost entirely on LNG for power generation. TSMC alone consumes roughly the equivalent of a small city worth of gas. They have approximately 60 days of reserves on island, which sounds like a lot until you realize the Ras Laffan plant going offline is not just a Qatar problem - it is a global LNG allocation problem. If you want to understand what happens to NVDA, ASML, and the entire AI infrastructure trade if this drags into April, look at what happened to DRAM prices in 2022 when European energy costs spiked. Manufacturers started throttling production not because of demand but because running at full capacity became economically irrational given input costs. Same logic applies to foundry capacity. The market is pricing this as an oil story. It is actually a global energy allocation story, and the second-order effects hit equities that most people assume are insulated from Middle East risk.
The semiconductor angle here is the one I do not see discussed enough. Taiwan fabs run almost entirely on LNG for power generation. TSMC alone consumes roughly the equivalent of a small city worth of gas. They have approximately 60 days of reserves on island, which sounds like a lot until you realize the Ras Laffan plant going offline is not just a Qatar problem - it is a global LNG allocation problem. If you want to understand what happens to NVDA, ASML, and the entire AI infrastructure trade if this drags into April, look at what happened to DRAM prices in 2022 when European energy costs spiked. Manufacturers started throttling production not because of demand but because running at full capacity became economically irrational given input costs. Same logic applies to foundry capacity. The market is pricing this as an oil story. It is actually a global energy allocation story, and the second-order effects hit equities that most people assume are insulated from Middle East risk.
Well, YTD NVDA has done twice 175 to 190 don’t they? Even with LEAPS, you go 5-10 contracts in each round, that is some easy 20k profit. Are you in pm today?
just swing trading these as their price trades within a range? you're saying you don't expect NVDA to hit $200 but you can make a good profit by buying in at a good price like 175 then sell at 190?
So NVDA and now Oracle pulling out and taking the morning after
NVDA is going nowhere fast. Neither down nor up - stuck in a channel since October. It’s great for selling premium - calls when it’s up to 190, puts when headed down to 180. But to own?
Everyone distancing themselves from OpenAI now it seems. Didn’t NVDA just say they won’t be putting more money into OpenAI? … or did I imagine that?
CAN NVDA GO TO 190 on Monday so I can buy cheap puts 😮💨 before it crashes below 100
IF ORACLE DROP NEXT WEEK AFTER EARNINGS !!!!!, I SWEAR TO GOD WE ARE GOING TO SEE THE BIGGEST DROP IN ENTIRE AI SECTOR AND WSB DARLING NVDA CAN ALSO SEE 150 !!!!! Just saying
so what can pump NVDA?? thought we were heading to $200… beyond excellent earnings and we fall??
NVDA 80 dollars puts can be possible ! Just saying
I just want NBIS and NVDA to dip like -5% more for a few hours so I can by them with the last 10k I have and delete the app for a year or two.
That last split NVDA did fucked the stock up. Hard. Can’t buy back enough shares while issuing them to employees to make a difference.
I can’t believe I’ve been bag holding NVDA calls since last year and the ONLY thing that changed were their P/E ratios 🫠
What you’re saying is like saying a Ferrari is just a car and anyone can make a car to replace the need for a Ferrari. Micron has some the highest yields, highest bandwidth and lowest power memory in the industry. Remember with NVDA where they their chips are so power efficient that they basically pay for themselves and it blows AMD out of the water? That’s basically Micron right now with LPDDR5 memory going into data centers. Which this isn’t even touching on their HBM.
Sweeping new chip export controls were announced yesterday. Gonna hurt NVDA, AMD, AVGO
That is the only game I play this year so far. LEAPS or PMCC we treated it as a hold strategy but I tweaked it a bit for scalping. I am in and out of AAPL, MSFT or NVDA at least three times this year. And they are not going anywhere from a price standpoint while I am not 100% bullish that NVDA will go to $200 even this year. But in between I am making good 4-5% yield so far while spy is still in the red
If oil is $150 next week, we have a much, much bigger problem than NVDA going to 0.
Oracle Corp. and [OpenAI](https://www.bloomberg.com/quote/2306037D:US) have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs. The collapsed talks created an opening for Meta Platforms Inc. to step in and consider leasing the planned expansion site in Abilene, Texas, from developer Crusoe, according to people familiar with the matter. [Nvidia Corp.](https://www.bloomberg.com/quote/NVDA:US), the leading AI chipmaker, helped facilitate Meta’s discussions with the developer, said the people, who asked not to be identified because the talks are private. The shifting plans underscore the complexity of building out AI data centers, which are expected to cost in the tens of billions of dollars and require cooperation from a wide swath of partners. The campus being developed by [Crusoe](https://www.bloomberg.com/quote/1714838D:US) in Abilene is part of the highly publicized Stargate project, which was announced last year at the White House with President Donald Trump. While the 1,000-acre site continues to be built, and several parts are up and running, Oracle and OpenAI elected not to go forward with tentative plans to lease a large expansion, the people said.
STO 175/165 NVDA 3/20 put spreads first time interacting with the stock so prolly gonna gap down over the weekend
Full ported into VOO (70%) / NVDA (30%) right at that bottom.
My theory is that people are looking for the new alpha in the ai trade, going from what the next bottle neck is to the next one. I think it's why we see stuff like AVGO and NVDA not moving much. I almost view them like the market is seeing them as the legacy AI trade and what to find the next thing.
All in on SPY 678 call 03/27 and NVDA 180 call 04/10
#NVDA is basically bankrupt LMAO🤌
God bless Texas.. fuck NVDA and ORCL
Loaded up on more NVDA 3/20 calls. Getting this shitty option gamble out of the way so I can be reminded why I quit doing this
18 years. Apple. Netflix, Costco and Google over 15. NVDA, CASY over 10.
Okay NVDA I hope you don't bankrupt me on Monday
Drilldo as soon as I buy NVDA calls fuck me
Got no more capital left. Pls bounce. Went all in on NVDA and AMZN
Me buying NVDA calls is the surest sign bad news is coming to blow their back out. Happens every time.
okay, I'll believe. Time to put all in into NVDA long before market close
Almost a 10 bagger on 0TE on NVDA puts. Crazy. How much longer they gonna try to prop the market up
My NVDA calls are cooked
Bought NVDA calls right before the news.. I am now a proud NVDA *investor*
+2000% on the NVDA puts i bought. Shouldve full ported lol
who pulled NVDA'S balls?! Wtf
neeeed to start selling NVDA 200 calls lol it’s not gonna happen again for a loooooong time bulls
The dangers to owning NVDA far outweigh the upside at this level
I bought a few NVDA 175P yesterday, but I let them go today for -50%. Lost only like $500 there but don't tell me these could have hit lol
I mean ORCL is green after the news, so can't be that bad, right? Not sure why NVDA is dumping so hard though
Did NVDA close the Panama Canal ? Da fuck?
My NVDA put went from $33 to $137 in like a minute damn
Thanks for pissing in the punch NVDA
NVDA bolz fighting for 2 cents every day. INTU up $20 in 10 minutes.
Lost so much today that my last ditch effort before deleting my accounts will be USO calls and NVDA puts for power hour. Wish me luck.
If they take Taiwan, what is the bottom for NVDA? 20? 10?
What dip? I’m waiting for NVDA to dip to 170-175 so I can pick up some calls, but no dice
Asking bulls- which one is gonna grow faster? NBIS? NVDA? RDDT? META?
NVDA such a fucking disappointment
it's not splitting hairs, its fundmanetally different. When you gamble, you bet on something happening or not. You can gamble with stocks, but that doens't mean investing as a whole is gambling. For example, if you buy NVDA because you think it will pop 10% after earnings, you are gambling.
Chat would you hold or sell like 4700 NVDA shares
Lot of assumptions there. Why would Nvidia throw money at OpenAI when it will be funded by regards soon? NVDA needs to keep an edge and R&D and acquisitions are a way better use of cash than giving money to platforms that will be funded with or without them.
NVDA hanging on by a fucking thread
NVDA EVENT COMING UP AND FED DECISION AND 🥭GOING FOR HIS FAVORITE TRIP TO THE GREAT WALL AND 🫵 are not buying the dip!!
NVDA isn’t even at last Friday low. I take this as a win.
Tripling down on NVDA! Why? Cause GTC baby!
PLTR, NVDA, AVGO, GOOG, NOW, etc. have all been falling in 2026, and we're just over 2 months into it.
If NVDA closes green I’ll cum
>Followed by chip manufacturer. why isn't NVDA going up then?????
thinking the same but $NVDA bailing is a bad sign
Am I the only retard who bought MU right after NVDA earnings like a stupid fool @425
>The NVDA Dec27 play right now is crappy, 0.9 delta is at the 100 strike and to buy one contract of that leap is 9885. That’s like buying the shares, except you’re now exposed to Vega, and you still have to spend 10k to buy the shares. I'm not sure how spending $9,885 for 10 contracts 'is like buying the shares' for $18,100. Perhaps you're adding in the $100 strike, but I've been trading LEAPS forever and have never exercised, but even then doing so would be improper. >If the shares go up 25, selling the leap doesn’t give you a 2500 profit, because the spread is nasty The current bid/ask on the $135 call for that date (delta 80.9) is $72.30 / $73.60. You may consider that "nasty" but I don't, especially using the midpoint. Plus, as time goes on, OI/Vol should increase which may have a narrowing effect on the bid/ask. >If the shares drop 25...delta crushes you because the shares dropped in value. But you're less "crushed" than if you had bought the stock. ... For readers: respondent is using a lot of words in order to elicit an emotional response: "crappy", "nasty", "crushed". Ignore such responses and look for someone who evaluates a trade using more neutral language.
If you're going to invest in neoclouds the only one to invest in is CRWV. Their debt honestly is irrelevant, they have infinite backing from NVDA. The rest like NBIS IREN etc though may go bust
NVDA lookin dumpy next leg down to 666 today?
I don’t know where you got that controlling 100 shares on NVDA is 120K. right now the shares are 18.xK to own 100 shares. The NVDA Dec27 play right now is crappy, 0.9 delta is at the 100 strike and to buy one contract of that leap is 9885. That’s like buying the shares, except you’re now exposed to Vega, and you still have to spend 10k to buy the shares. If the shares go up 25, selling the leap doesn’t give you a 2500 profit, because the spread is nasty and volatility can decrease as it does on bullish markets. If the shares drop 25, Vega doesn’t help you because the leap is 2 years out, but delta crushes you because of the shares dropped in value. Theta and gamma are irrelevant.
damn NVDA, such a tease, just rip already
Tell me why I shouldn’t full port NVDA
AVGO and MRVL crushing earnings all on AI build out and price shoots through the moon. NVDA does the same and price drops.... Make it make sense. NVDA
if NVDA drops, indexes are going down twice as bad. Its only a matter of time. NVDA is a straight up hyped bubble. 1 year of hearing AI AI AI AI AI yet here it cant even retest the high Its peaked.
But the most important thing to remember is that NVDA is undervalued AND NVDA needs more volume to push NVDA past 187.50 because NVDA
That’s because he subsidized everything by hiring a bunch of govt employees and tapping into oil reserves. Companies are still making money right now. I mean look at NVDA.