Reddit Posts
I built a free dealer-gamma + live options-flow terminal for SPX/SPY/QQQ. No signup. Tear it apart.
NVDA is getting a fresh China tailwind after limited H200 shipments were reportedly approved for ByteDance and Tencent, but the upside is still capped by restrictions on both sides.
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
21M, was up 101% YTD, sold half of everything Monday. Regard?
The queen of circular financing: $NVDA shelling out 105B to build a datacenter with SB Energy that uses NVDA chips exclusively. OpenAI is supposed to rent it after construction.
My bullish thoughts on Penguin Solutions $PENG and why I've been buying - CGPT edited
NVIDIA (NVDA) steps on the brake with AI spending, cuts in half AI guarantee commitment to OpenAI!
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
NVDA Dynamic Analysis: Ignoring Lagging RSI Noise
Are UBER and NVDA becoming more connected than people realize?
If You Could Only Buy One Stock Right Now, Which Would You Choose?
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
Chilling with this nice, chill green portfolio stretch today
Is this AI hardware dip worth buying, or just FOMO?
Why are these prices so out of place? APO ticker
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Mentions
Cathie Wood bought NVDA. The top is definitely in!
I can't tell you how many times I've heard the "It's so bullish, it's bearish" or some iteration of it. When there is no other narrative the bears have to borrow it for themselves and twist it somehow. A boom is not a bubble. You would need an overshoot in valuation, not in production. We're still many, many years out from fully ramping up where these companies are suggesting that they want to be, so much so that there really isn't a visible end to it yet. I think when everything is trading well below their historical forwards (NVDA trades at a third no longer goes above half) (meta at 16) (they're not letting memory climb out of single digits) etc. etc. The market is already very much pricing these potential extensions in ahead of time. The market may be historically high, but the valuations themselves, in terms of price to performance, are slow and steady, and extremely cautious.
So will all the stocks, not just memory. But memory is like 10x undervalued to likes of NVDA, AMD or others
Bought soxl at NVDA 217.9, please keep V
Probably just loading up on NVDA pre-earnings. Sounds boring but I think it will work, mainly due to this whole treasury buyback thing. IYKYK
Tom FC Lee deployed the bots. Needs more ammo to pump his NVDA bags, which coincidentally dumped when they should have pumped
NVDA lagging the entire market for one year straight
Trash sndk moving like NVDA now where’s the +20% a day Sandick at
True, I guess I should’ve said “AI bears.” NVDA rode crypto mining and then AI from $200 billion to a $5 trillion market cap.
**BanBet Created** ▼ | **Record:** 12W - 3L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $215.67 (below) | $217.85 | -1.0% | 23h 60m |
No NVDA without memory lol
For the memory bears out there who think AI is a bubble of bullshit. I remember being like you. I thought NVDA was way overpriced back in 2018. Look at where that got me. You still have time to change, don’t be like me.
No fucking clue on bias of market direction rest of week. It's like rips are being sold, but the sector and theme rotations keep throwing me off. $NVDA has earnings net week and just keeping an eye on it to see if instead of the usual post earnings dump, these motherfuckers will dump it pre-earnings this time.
Haven't decided yet. Going to wait until next week to see NVDA price action before picking a strike. Plus I am grabbing weeklies for earnings, not LEAPs
You think NVDA moons on earnings? Thats bold I like it
NVDA has everything priced in already, if it crushes earnings it could go up a day or two only to come back to where it was before
They were saying this when NVDA hit 400$ pre split
At $30, lot of people won't touch NVDA because they had seen it much cheaper... More recently, at $120.... people sold AMD for a loss & swear to never touch it again People sold MU at $130 & thought they were geniuses Do what you want with this info.....
What happened? MRNA is now install NVDA chips into us? Sweet
Damn I prolly should’ve sold NVDA and went all in BTC today
GENB. It’s an NVDA backed biotech using Ai for drug discovery
I too scalp on fidelity with margin. Good job today. it blows my mind that some people are giving you shit that you would've made more money if you held all day. that makes no sense to critique. you also would've made more money if you bought NVDA in 2018 and held to today lol
I need NVDA at 230 yesterday
NVDA is the company curing cancer ultimately
VIX down. Corn up. How about some NVDA up
Watching MU, NVDA, AMAT and WDC on weakness, but not chasing the open. MU is closest to first-tranche territory; AMAT gets more interesting on another leg lower. For the index, SPX 7700 / 7720 / 7735 is the map. I also want to see 10Y/30Y yields settle and semis actually participate before treating the bounce as real.
MRNA solved cancer using **NVDA** GPUs
The hilarious part is everyone calling it a dot com bubble while mega cap tech is generating record free cash flow. Dot com companies had zero earnings,these guys are just recycling capital into NVDA GPUs Load up those puts and let us know how that works out
Nope, open ai and anthropic pays for the compute from the hyperscalers. The hyperscalers then buys the chips from nvda. If openai and anthropic can't pay for the compute the hyperscaler will stop buying NVDA chips/capex and NVDA stock will collapse.
Guess what MRNA used to cure cancer. **AI**. NVDA TO $250
Nice little fuck u dump on NVDA at the end there
About to do something really regarded and 2x short NVDA
what happened to NVDA at the end of the day? wtf
My NVDA 8/28 calls down 50% since Monday. I was hoping to sell them before earnings for profit, but fuck it I might just hold them through earnings
This NVDA thing might be a bad idea
NVDA 217.50 puts went from 4 cents to .44 cents in 10 minutes.
Good ol NVDA EOD dump. Grabbing just OTM calls for an easy Friday flip.
Wowwww. Been trading options for 6 years but never traded 0dtes til today, so I never knew RH auto-liquidates your position at 3:30, I thought I've got til 4:00. My dumb ass was still in my NVDA puts thinking I had another half hour. Got auto liquidated while down several hundred dollars. If it let me hold til now, I'd be up several hundred instead. Has it always done this or is this 3:30 shit a new thing?
AllBirds is up today while NVDA, AVGO, AMD and MU are down. Move over for the real data center play, losers. Take a **walk**
will the meeting be before or after NVDA earnings
Two biggest chip stocks are gonna be reporting soon. NVDA next week and Micron on the 22nd. Hopefully they’ll be good catalysts. Neither of their ERs seem to be priced in right now at all lol
I bought 100 222.5 c for NVDA ODTE
cum on NVDA just need 1 dollhair
what are these 15 min candles on NVDA
NVDA pump into the afternoon ?
If NVDA dumps it’ll form the perfect middle finger! I’m just saying
https://preview.redd.it/vx4dpcai7dkh1.png?width=1086&format=png&auto=webp&s=80323dd45930dd89e01fe6cfe74a3f113a0f7c47 ai makes me cum. long $NVDA!
Cerebras news probably keeping it down - their AI system is 30x faster than NVDA's GPU-based systems
Shouldn't NVDA be pumping on china news? Someone make it make sense
Sell NVDA buy BTC good or bad idea?
Should I sell 1.1 mil worth of NVDA and buy BITX or IBIT?
MU and NVDA it’s time to wake up baby
You did buy close to ATH, which is somewhat regarded given that you could’ve bought around 190 or even 180 not too long ago. NVDA has a history of dropping hard and Shitting the bed after earnings even after ridiculous beats. If you have buyers remorse and want to unload you could sell CCs near your basis on an up day as a little insurance in case it drops again after earnings. Just know you’ll miss out on profits if it rips as your shares will get called away. Cest la vie. Otherwise you won’t get much helpful advice here because as others have said stop whining about such a small change and keep holding.
I initially bought NVDA at 121, the next day it crashed to the low hundreds and into the 90s after that. Still holding today. In the long run it doesn’t matter, it’s an enormous company with even bigger upside.
If NVDA dips after earnings, I would most likely be a buyer, unless there was some sort of catastrophic event that caused the drop, and I mean catastrophic
I feel like NVDA earnings will make or break the market
All Bag7 green except NVDA, nice MMs
Fuuuuuckkkkkk meeeeee EVERYTHING IS GREEN EXCEPT SPY AMD NVDA WTF
Depends on what mega cap you pick. NVDA has done kind of well over the past decade. Just saying.
Come on NVDA do something
One week to NVDA ER let’s pump to $250
VIX might not be showing it, but god damn any of the longer dated options contracts on usually highly liquid stocks like AAPL, NVDA, TSLA, the spread is ridiculous. Vol looked like it's completely died.
VIX might not be showing it, but god damn any of the longer dated options contracts on usually highly liquid stocks like AAPL, NVDA, TSLA, the spread is ridiculous. Vol looked like it's completely died.
Why is NVDA going back up
Up nicely in my main (though it's probably getting cancelled out due to what I'm about to complain about), but goodness I'm aggravated anyway. I think you're going to need Broadcom to absolutely smoke it earnings wise and hold the gains if you want some real long term relief for AI. Not memory or what NVDA does when they report.
NVDA needs to pull it's fucking finger out and get back to green for the day!!!
lost over half my gains on NVDA calls in last two days
NVDA was at $227 two day ago 🤡🤡
The funny thing about people selling tech, and calling it a bubble or whatever...they either are traders, or have no fucking idea about what is coming down the pipe....AI is changing the world right in front of you, all you have to do, is buy shares in the right companies and hold through the bullshit. Internet traffic is going to 1000x within 5 years....figure out who is going to benefit from that, and do the math. Power generation, storage capacity will need to increase thousands fold (eventually)....people saying NVDA is overvalued at 5T....but what if their sales increase by a factor of 2...which, looking at all the other information regarding AI, is most likely extremely low, and is more likely a factor of at least 10 (just guessing, most likely way higher), or more. This AI buildout doesn't stop....it's just going to keep going, and keep getting bigger.
165% on NVDA calls at open, 226% on SPY puts after 10 minutes. Can’t ask fir much more then that. I’m done for the day lmao
NVDA moving like a shitcoin
NVDA is such a boring boomer stonk now
NVDA has been such a piece of poo
I don't see how semis can grow. That's why the chip and memory trade is so fked atm and why NVDA is stuck at 20 forward p/e and MU is stuck at 6. Time will tell.
NVDA you goddamn mother fucking cock sucking piece of shit
FFS NVDA, you’re my last hope 😡
Thought my NVDA calls were cooked but just sold at open for 165%. Praise be.
Please god give me a 5% NVDA day (ideally three in a row)
Cathy Woods bought $NVDA -> Brrrrrrrrrrrrrrrrrrrrrr
Some NVDA 225c odte perhaps
AMD iv low. Will likely run up into NVDA earning usually does. Going to take a stab today
Cmon NVDA give me that shrek dildo premarket 2%
**NVDA**: best tell for whether the AI/semiconductor unwind is exhausting itself. **MU**: highest-beta opportunity. **GOOGL**: quality + relative strength. **AMAT**: semiconductor equipment has been pulled down with the entire complex. **AVGO**: AI infrastructure exposure without being purely a GPU trade. One of the names I’d want on screen if semis reverse. **T**oday is less about buying “cheap” stocks and more about identifying **who refuses to go lower** while Asia, oil and bonds remain ugly. If NVDA/MU stabilize while the 10Y stays around or below 4.70%, that would be the first meaningful risk-on signal. If yields turn back up, I’d stay patient.
Manifesting a big green shrek dick on NVDA today or I’m cooked chat 🫡
What are you thinking about NVDA?
Can NVDA open at 3%+?
NVDA earnings poots?
Good job NVDA go straight to 225
Need a drop. Sold at ath. Will buyback when NVDA is down to 195 again.