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
May just have to play memory tonight as a proxy play to NVDA
"For those of you who’ve been through multiple cycles, is concentration like this ever justified?" No. Same for the people who do these concentrated Reddit speculative growth portfolios and say they're "long term investors", then are shaken out by the first dip. "Or is this just recency bias + AI hype + me wanting to feel like a genius?" Not being harsh but genuinely not understanding the feeling like a genius for full porting something already up 1,300% over the last 5 years. There's so many other names in semi/semicap and NVDA is the most obvious/household name at this point. Nothing against NVDA - I own it, I've owned it for several years - but 1) there's so many other things out there in semi/semicap land and 2) all of what you talk about is backward looking: where does the next 1,300% or even 100% come from? I bought a Japanese semicap name a couple of weeks ago where I'm already up 75%. NVDA is a great company, but up 1,300% in 5 years, you don't full port it at that point you look for other things or have it as a part of a diversified portfolio at best. Again not trying to be harsh but IMO when something does what NVDA has done in the last 5 years, you gradually scale down the position a bit and look for other ideas, you don't full port it after that. Good luck.
If NVDA rallies and tech follows yes
You didnt saw NVDA fucking drop after ER? Just warning
Yeah we are going to fucking rip today and then even harder when NVDA reports
Agree, im in on MU and SNDK, i get that they may have decoupled from the NVDA article that came out, if NVDA begins a new AI/Tech run here then those two should print nicely.
Yeee cannot wait, will be interesting regardless, just gotta rmbr NVDA market cap is so huge that any really large moves are just unrealistic
NVDA has had almost 5 months of liquidity forming at this $190 level, the previous dump i think is more related to just rising too fast. Pretty bullish on NVDA here, but not touching the play with a 10 ft pole lol
If NVDA misses (I admit, this is unlikely), people will be jumping out of windows.
NVDA shit the bed past earnings, right?
Just MU calls a few months out in the gambling port, hoping to exit everything except some yolos tmrw lol, holding into NVDA er is scary
The main NVDA ride was 2 years ago. Now $MU is the express elevator for the next 10-12 months. After that, diversify your winnings into some SP500 etf and live comfortably ever after.
CRWV going crazy again. If NVDA and CRWV's own earnings are good, I think this hits 130+ by end of week.
It’s not about the price of NVDA — it’s about the future of intelligence being written in silicon.
Probably the three easiest ways to get downvoted in here: 1. Have username with bearhunter in it 2. Make a projection that isn’t conspicuously bullish for NVDA 3. Make a statement in support of 🥭 or one of his meme cabinet lackeys
will NVDA pump yet again today? probably yes
What if during NVDA earnings calls Jensen says they're also gonna start producing RAM, SPY hits $700 immediately?
All those gains taken for NVDA calls amirightguysfuck
If NVDA moons tomorrow I'm buying whatever video game the top reply is expect pron (buying two one for my wife's bf)
This week is host to one of the most important earnings of the quarter. If not THE most important. That's right you guessed it: >!UUUU downvote if you guessed NVDA!<
Even if NVDA moons, how could buying calls make sense? They are expensive as fk and no way HFs are going to pay out lotto tickets.
NVDA and CRWV hulk dick this week
#NVDA GANG Members checking in
I have the chance to attend an event and possibly win an RTX 5090 signed by Jensen. Is this bullish for NVDA earnings?
Oh, the grand master NVDA. King of all chips we need to power the apocalypse.
Playing NVDA earnings was 2024, you got IV crushed or it sold off if you played their recent earnings. Ask me how I know.
I think the reason Goog went down was that same as Amazon. These companies keep spending on buildout and nobody knows if there’s a support structure for any of it. NVDA has no cap ex, they just sell product and everyone is buying it hoping these insane buildouts will work. It is risky tho and I don’t expect NVDA to moon until after the deal with China goes thru. The trading range pre China deal has been 172-192 and we’re at the top of that right now. I think it might go up but I would expect it to come back down almost immediately until we get a deal with China done
what else do you want to know? WMT is trading at a 43 forward P/E with 11% EPS growth and Costco is trading at 44 forward P/E with 9% EPS growth. Nvidia is trading at a 24 forward P/E with 67% EPS growth. WMT / COST are overvalued and NVDA is undervalued but wall street thinks the opposite at the moment.
Full NVDA port here. People will understand tomorrow. Cheers 🍻
omg i just noticed a MASSIVE GAP on NVDA at 206 we are ABSOLUTELY filling that tomorrow 😂 they are basically telling you what will happen
Your strong feeling is invalid by a daily acceptance over the previous days close. Also, the weekly points at heading back to 47.14 before returning anywhere that you may hope. Also, if you look at the monthly chart if we close above 47.14 the next target is 63.52… if you wanna scale down to lower time frames you see a break away bullish FVG on a 4 hr. Assuming NVDA has a good earnings reports this stall out is over.
NVDA gonna go up a bit then down a bit then flat by open
I don't think the global economy collapses, no. It will tank, definitely. But guess what will happen to NVDA? It will be entirely inaccessible to any venture capitalist in the world. Bye bye your entire holdings.
Look NVDA is holding a massive shitbag with all the accounting fraud going on in the AI space. Holding it longterm is like going long on an Olympus, Arthur Andersen, ENRON, WorldCom ETF. This sort of accounting is dangerously misleading. A lot of NVDA's revenue is coming from the OpenAI Scheme laundered via Amazon, Google and Microsoft. Microsoft is on very shaky ground as well XBOX is dead, Windows is dying, they are faking DC revenue by giving compute away to OpenAI.
NVDA will blow the tits off you grandma's hard candies. Get ready for the earnings of all earnings.
This kind of argument baffles me at times. In that case, the market, invariably whether its stocks, bonds, crypto, labubu dolls, would tank so hard no one would care about NVDA's exposure to Taiwan. Only things that would still hold value are physical hold and Nuka cola bottlecaps
NVDA goooooonnnnnaaa riiiiiip tomorrow. All AI tonight.
You’ll be humbled “to the likes which you have never seen” I’m all in Lionsgate. $LION. Odds much higher of a 50 percent return before NVDA does.
I remember my first NVDA earnings too
NVDA will take us to new ATHs when are you bears gonna learn, the game is rigged, they'll cook the numbers and lie their asses off, and it will be taken as gospel bet against it at your own peril
im waiting for market to tnak after NVDA
cant wait for the war and the spot sudden crash followed by a lot of tears and screaming, thats when ill buy. having said that, NVDA is going to the moon. look at how much big tech is spending on AI, they r desperate, and guess where they spend it. probably the only stock in the world worth buying right now.
Errbody waiting for NVDA earnings.
Tomorrow flatter than an FOMC Tuesday as market awaits the NVDA god to report
NVDA gonna demolish earnings and new ATH in a week
AMD is priced more expensive than NVDA currently. It shouldn’t be but that ms the burden NVDA carries as the top dog. NVDA is the winner from a tech perspective but AMD has a lot more room to run as far as valuation. NVDA will smoke earnings and will make more money than we can comprehend, its value will increase over the years but it can maybe only double. And stock price suppressed due to it being such a large company and the negative connotations of that. AMD has more upside in the next 2 years in my opinion and I’m using AMDL to play it for the next 2 months. My main plays are Neo-energy, infrastructure, copper and uranium for the next 3 years. NBIS LEU BE- will buy and sell (so damn volatile) COPPER (COPJ) 10-15 years HOOD GOOGLE
You got bigger balls than me... I don't think I can drop $50k on a single play... I might ride a couple of calls if NVDA stays up tomorrow.
AMD FTMFW Fuk a NVDA
I’ll never forget he did that right after Burry went after PLTR and NVDA 😂 Burry definitely wrong ig
$NVDA has an IV of 88% that is not so bad... movement of +/- $10. I expected more... maybe I will buy some otm's.
Is the SOTU gonna make the market go up or down? I feel like everything is hanging on NVDA.
I got a little MSTX trade in 😬 looked like a mouse trap so I bailed 58k by EOW it seems. Probably theta tomorrow while we wait for the NVDA excuse
Spy will pump into NVDA earnings and then sell off
Spy is most likely pumping into NVDA earnings.. come on now 😂
what if NVDA throws up a stinker tomorrow lol…just awful guidance and Huang studdering
NVDA will never pull back on margins at least not in the next 3-5 years. They have a moat like no other and are expanding and entrenched in the ecosystem currently and once we get robots they’ll be the winner there as well. Jensen produces historically SAAS type margins with a physical good. It’s unheard of and he’s not going to let it slip. On the contrary it will allow AMD’s margins to increase although not as much as NVDA’s are currently. Rising tide lifts all ships and SU has the chip that will be used en masse for inference. Zuck sees it now and just secured the brunt of AMD’s available output of TSMC’s highest grade wafers for X amount of years. Thats what hes doing. He’s making sure he has enough. It’s a gold rush and he bought the 2nd or 3rd biggest yielding mine.
SPY $700 NVDA $200 MSFT $400 possible this week as long as jensen taps his fat dick on bears tongue tomorrow
Anyways, NVDA calls or puts tomorrow?
10% of its shares to get into a deal with the Zuck is worth it in my opinion. TSMC dos produce the wafers for both but Nvidia can only produce so many of the most Indian highest performing complete GPU’s and most of those are spoken for through agreements with CRWV/ NBIS, other neo clouds, and Open AI. Zuck didn’t get into a major deal with NVDA and they’re going with the 2nd place supplier. Zuck is trying to buy as much of that brand of GPU power through NBIS/CRWV as they can but it’s not enough. For his big massive data centre he needs a massive portion of the available wafers that TSMC produces and AMD has a nice amount that can be had. He just needs inference at scale for meta and will buy a fuck tonne from AMD. Why would Mrs. Su make a horrible deal?
Meh.. i hope NVDA doesnt rug pull us.. i.e stock moons before earnings calls, Jensen met all expectations, NVDA crashes because - sell the news.
Then put your money in NVDA or whatever. Fortunes wax and wane but not because successful investors follow the crowd. I don't know what will happen in this equity, but I have studied both science and history and I'm confident of my ability to make Bayesian statistical decisions. And I'm substantially up in my investment on a 1- and 2-year time frame, at this point in time, so I can't suck too badly.
Once again we will find NVDA holding the stock market from collapse
LITERALLY 100% CHANCE NVDA EARNINGS ARE HUGE HIT AND PUMPS SPY TO $700! Never been more sure of anything! No scenario NVDA tanks on earnings
Please NVDA, I need this, my portfolio is sick
Yarp. I made a decent amount of money off of NVDA all year while it was supposed to crash weekly. It’s been alright. I did rotate out of tech a while back though. Now most of my money is in things that are considered to be less risky. Pretty boring. Hell maybe a full on recession will hit and even my moderately safe investments will get roasted. Who knows. The guys predicting a crash every week definitely don’t.
Did you read it. It’s amazing for AMD and the demand is so insane that AMD can increase margins due to NVDA not being able to produce enough. This puts AMD on the map and inference is the work horse for the brunt of the demand we will see in the next decade.
NVDA gonna tank so hard earnings 🤣
If you didn't have NVDA shares but had the money (profits) instead would you buy NVDA today? If not, sell and enjoy the gains.
If you bought NVDA puts today, please stand up.
Totally agreed. Also nothing wrong with considering the current valuation combined with earnings and growth. Because based on that I almost think you have to be buying NVDA still. Especially after sitting “flat” for almost a year.
#NVDA GANG Members checking in
MAG 7 will bottom when FCF turns positive again in a couple years is my theory (except NVDA)
If NVDA doesn’t dump tomorrow, I need to work both day and night shift.
If NVDA tanks. Bye bye market
I just check the price on NVDA before and after the last 3 earnings. Go check it out and see what you come up with.
WTF IS NVDA GOING TO DO TOMORROW AFTER CLOSE. Let get some serious takes. I don’t know how they don’t crush. Every quarter was a beat and i feel like they never got the pop it deserved. Maybe they’ll let it rip for fiscal
what wil NVDA hit tmrw
$MU to $450+ tomorrow after NVDA earnings
CRWV is nothing but a toxic vehicle to offload debt for companies like NVDA, and META. CVNA does the exact same thing (and META has others such as blue capital). It's how executives abuse the system to make their books look nicer than they really are, so they can juice their stocks and make big money for themselves, meanwhile offloading that toxic debt to clueless retail investors such as yourself to be their bag holders. Same playbook in 2008 with Moody's and CDOs.
Nokia will profit nicely from the NVDA investment...
My personal opinion?! Buy more AMD and anything bottleneck, except NVDA. If NVDA hits $100b a quarter in revenue on 60% net margin, that's $60b a quarter in profits. X4 is $240b a year. Leveling off PE is maybe 20x? Maybe 25x? Thats a market cap of $4.8t or $6t. I won't buy something with MAYBE 25% upside. Trillions a year in capex is not sustainable. Maybe $500b and they get 70%? Thats only $350b in revenue in the long term. That's a no for me.
So there's this new class of Candian chips which have an absurd 80x speedup over NVDA in terms of inference speed lmao. Mfkers just put the llm on the chip (in hardware) with the caveat that the models weights cannot be changed.
NVDA gonna nuke the market to oblivion
NVDA is taking us soaring past 7000
NVDA puts at Wednesday close
You are telling me UNH, NVDA, MSFT, CRM are gonna pump the DOW to 100k?
Nvda earnings release is similar to Ralphie in A Christmas Story reading the decoder ring. They slightly beat expectations, good guidance, stock trades sideways. Source: me, an NVDA bagholder.
They gotta cover the blue owl 4bn so it seems bearish from the outside but i get a weird feeling people know something about who will be providing some of it as this move up this week seems forced. I think one of their largest shareholders, with roughly 24 million shares, NVDA, might know as well 😉 Mighty weird coincidence crwv moved earnings to the day after nvda a few weeks ago.
They’ll definitely save the market, you got 600B in CAPEX by 4 companies this year. That’s all money in NVDAs pocket. Semiconductors look primed to break out and carry the market upwards IMO. I imagine we see NVDA at 250-260 and AMD at 320-350 in the coming months.
When the last time a tech stock pumped from earnings? NVDA puts.
I think CRWV is going to rip 10% between tomorrow and Thursday off NVDA, and then another 25% on its own earnings Thursday AH
Can’t even be perceived as bearish on NVDA without getting downvoted to shit which is why I have bought puts. See ya on Thursday 🫡
!banbet NVDA 200 3d