Reddit Posts
Do you still earn money buying far OTM options if price moves in your direction?
Apple Earnings Preview Discussion
36 options picks during earnings week: 31 expired worthless, and all 5 losers were flagged
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
It's not a crash. It's a correction
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
The face of someone who just discovered the dip has a dip
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
NYSE to bring all-or-nothing options to stocks and company earnings
NVDA just cucked the entire AI scene and anyone barely noticed.
A one-time gig to monetize your loss porn 🤝
Hear me out regards: Is Phase 3 of the AI boom actually crypto? 🧠🚀
$AAPL just surpassed $NVDA to become the world’s most valuable company.
Apple may overtake Nvidia tomorrow
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
The real hedge for today’s bloodbath $NVDA
Insiders dumped $21B of stock in Q3 and bought $923M
Hi Mr. BURRY, Is it still Circular Financing if Chinese Companies Buy NVDA Chips?
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
30K to invest - Oct 19 Market open
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Why is market crashing again? I'm so sad.. I cannot habibi
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Once again S&P1 seems to be the best long term strategy over the S&P500
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Mentions
If you bought 1 NVDA share a year ago, you would have made 15 cents.
I’m about to buy some NVDA and APPL. Market is about to drop 10%
NVDA is coming to the rescue 🙏🏼
Agree with most of this, there is a vast difference between the hardware companies vs the model companies vs the inference providers. They are not at all the same. Hardware companies win no matter what. The only concern with NVDA in particular is the circular financing, it has nothing to do with their core business. If you want AI, cloud, local, open, closed you need hardware. Right now the only games are NVDA, AMD and APPL. Model companies are in deep trouble. Models are quickly becoming a commodity and the cost swing between the frontier models and the open models (hosted at a Coreweave/etc) is just mind boggling. Finally the inference providers, this is a relatively boring business. It's going to be a big segment of the market with a lot of money spent, but it's going to be extremely low margin, changing between inference providers is a 10 second operation, there aren't going to be big margins here, it's as much commodity as gasoline, we're talking a few % per token vs the cost of electricity/hosting/hardware depreciation. It's a volume game, and it's going to be a solid portion of the market, just again, very, very low margin.
So this is just my opinion. I don't think the parallels between the two are perfect. I think SPCX was its own unique beast. 1) it has a very profitable business attached to it with a bright future in Starlink, 2) Elon has his own cult following that let's just say Dario and Sam aren't going to attract, and 3) there are numerous developers of AI models whereas, realistically, nobody is true competition for SPCX right now. And I say that as a former RKLB investor with a lot of love for the company, but they're nowhere even close in scale and struggling to even get their shit together. You also have to factor in space is cool and inspiring and is going to get investors caught up in it much easier than AI. AI-related IPOs have done horrifically bad this year in comparison. I know, CBRS is not Anthropic or Open AI. But it's one of the better indicators we have for appetite for AI-related IPOs, and it's not a good look. Yes, the playbook for investment banks with IPOs is what you mention: juice the industry up, dump it on retail, hold it up maybe a bit so early money can exit their positions, then stand back and let whatever happens happen. But it's a lot easier to do that with the space industry than the AI industry. I don't think Goldman for instance can meaningfully move NVDA at this point the same way they can RKLB and ASTS. But they can do it slowly, and that's what I think the industry has done this past year. The problem is just as they got close to the finish line, liquidity has dried up and credit spreads blew out and third quarter numbers are scaring the market. So that's a long roundabout way of answering your question which is you've got a combination of the uniqueness of SPCX and the macro being much worse now than it was when SPCX debuted.
Apple is so overvalued right now. Solid company, but not much more room to grow. NVDA still better.
Imagine if Tesla was the only green whilst the rest of the bag 7 are all red after earnings I think some of yall would have aneurysms. Save us NVDA you’re our only hope
I got a 100k paper trading competition acc, gonna load 30% of it on VIX puts, with about 10% on AAPL, MU, SPY and NVDA puts. Fuckin bears baby 🐻🐻🐻🌈🌈🌈
NVDA has Cuda. Apple Mac Studios 128/256gb ram are exorbitantly priced simply because theres no affordable NVDA alternative. Blackwell 6000 96GB ram cost as much, if not more than a 256gb Mac Studio. DGX sparks 128gb ram are 8k, (2-3 generations old) M5 max 128gb 10k. If NVDA creates a new DGX Spark 2.0, for 10k i am buying that over M5 max.
Idiot. !banbet NVDA $197 a 1D
NVDA has double bottomed this is not a drill 🚨
**AI Overview** To increase NVIDIA’s (NVDA) stock price from $202 to $204, it technically takes **$0—or a single 1-share trade**. Google AI response lmao. Why the fuck are we paying almost a trillion in capex for this garbage.
I had an NVDA put auto exercised on a cash account, I now have a -100 short position in NVDA. This shouldn’t be possible right?
You meant AAPL or NVDA, right? RIGHT?
NVDA is throwing billions at everyone. They will miss those billions one day.
That's what they were telling me back in 2022 when NVDA was at $23, six months after its $11.19 low. They said I was fomoing into an obvious pump and dump. Because everyone with any sense knew the semiconductor glut would not just continue but get worse. Because how much demand could gaming rigs and crypto mining absorb long-term, realistically? Apples and oranges, I realize. But still. I didn't listen then and I don't intend to now.
If it comes down by 10%, I'll buy more. TSM is by far my favourite company in the AI sphere, along with NVDA, ASML, and AVGO.
I may just go yolo NVDA and either bag or die… MU not anything special despite a huge memory pinch in supply. Macro scene too crazy
**How to tell the AI bubble actually popped (2 of these 4):** * A hyperscaler cuts its 2027 capex guide * AMD or NVDA guides revenue down * Contract DRAM/NAND prices actually fall (not just slower increases) * A neocloud or AI-debt credit event (CoreWeave, Nebius, Oracle-type financing stress)
After 12000 strikes in Iran war, just few more days strike here and there, how big impact to market? Just to make media noise, scare market & increase volatility. All companies have strong earnings $SPY $QQQ $NVDA $MU $KLAC $TSM $AMZN $GOOG $META $MSFT Midterm & Q4 buyback time
TSM, NVDA and ASML are all major players in the semiconductor industry, so if they all started falling that sharply, the entire market would probably be in trouble.
TSM, NVDA and ASML will never dump like crazy in a day because they are the structure of the Semis history, if you see one of those -10% you will see the entire market bleeding like crazy, the only new that I see making that happen is Recession or the Hypers saying that AI is shit and they won't be putting more money into it
It’s a bunch of bullshit. They put these out around FOMC meetings on hike/cut/ maintain decisions and it’s never accurate. What’s going to be more influential is AMD reporting earnings tomorrow after almost every big tech company has sold off on their reports. And especially the big fish, NVDA, on the 17th. https://preview.redd.it/0kiswk4f7bzh1.jpeg?width=1179&format=pjpg&auto=webp&s=533a13aae319a7902f614ed5f0e9121f9b51a652
$NVDA when other BigTech spending for data centers, $NVDA enjoyed profit from selling high end GPU Pure monopoly Last quarter 92 Billion revenue, this quarter possible 110-120 Billion revenue again Ready for semi rally, AI is not going away NVDA back to 230 again just mater of weeks
Similar story with $NVDA. Imagine someone who got ATM LEAPs exactly a year ago and tried to be prudent with having "time" to get to $250 and having theta just demolish the value.
This market is so regarded Companies like NVDA printing a billion in profit a day with insatiable demand at a all time low P/E and hyperscaler increased capex forecast through 2029 but no let’s pump up MacDonalds as we are close to a recession and they enter negative growth
There are several supply chain issues on the horizon from a lack of domestic energy strategy (Nuclear Grid Investment and Alternate Power sources to supplier manufacturing capacity which is limited. When you have TSM ASML NVDA as well as numerous other suppliers saying 'sold out' someone is not getting their goods. These are natural roadblocks to achieving the spend targets. Then add on the self-induced NIMBY efforts and the outright moratoriums and you have a recipe for China to take the lead. They have built the power infrastructure that we need and they don't have the political roadblocks.
I remember about a month ago someone commented that a whale bought 20m worth of NVDA 195 puts. At the time I thought that was stupid since midterms were coming up. Turns out I was the stupid one
I'm not in it, but if we get a correction, probably will buy some longer dated calls. What you are saying has been repeated endlessly. It's cyclical. It won't last, and so on. Pretty sure they said that about NVDA for the past 3+ years. I guess we will see.
Because they’re doing this purposely to try and stop downward pressure. The payoff will be huge. $50bn in loans. It ends for them when those loans come up payable and there’s gonna be NVDA hardware up for discount so NVDA will have to buy them or risk price collapse.
If NVDA were to miss earnings that would genuinely be the end of the stock market, they’ll also double beat and drop 5-10% 💀
So a dbl beat means the stock drops. Hopefully NVDA has a dbl miss 💀
well... I would argue 10x is irrelevant if the stock is still cheap - which by almost any metric, it is. NVDA went from $10 billion to $100 Billion market cap. And everyone thought that was bananas. And then it went to $1 Trillion. and here we are now at $5 Trillion. Past price is irrelevant if the equation changes. And whether anyone wants to admit it or not, memory used to be hyper commoditized and command crap margins. Money was made on volume. That has completely flipped. Gross margins are absolutely ridiculous. They are basically charging whatever the hell they want. And since it takes billions and years to throw up a new fab, it's not going to change any time soon. FWIW, "Micron Technology, Inc. (MU) reported a non-GAAP gross margin of **87.0%** for its fiscal fourth quarter of 2026 (ended August 31, 2026), up from 84.9% in the previous quarter and 45.7% a year earlier." 87% gross margins is utterly insane.
Saving the market is all coming down to NVDA again.
NVDA cannot fall or its all over, and that shit always dumps on earnings
How many stop using smartphones? How many stop streaming & social media ? Nowadays all software coding by AI. So AI not going away, it’s just few year old. Either AI-open source or AI-close source models, all need semi-chip, CPU, GPU, memory. $MU $NVDA $MRVL $AMD $SNDK $QQQ $SMH going high from here next 3-6 months big upside. https://preview.redd.it/p57417b8z9zh1.png?width=945&format=png&auto=webp&s=c15e31973dda0194ebd9b31d18c20f46ecaea175
You're only showing the losses. Consumer retail, credit and industrial sectors are very green today. Pretty much any stock not tied directly to oil, gas or AI is looking much better than my lawn right now. You're also making me feel better about Anthropic. If the tech sector can give back $700bn in an afternoon and still leave NVDA larger by far than the *entire* Energy sector of the S&P, then the fallout from Anthropic defaulting on $450bn of pay-or-play obligations due by 2030 because its revenues didn't triple in the next year will be a minor blip in the markets, not a catastrophic shockwave like the housing collapse was.
Me too until everything reversed. NVDA still not under 200 though
NVDA has a lot of support in this price range too.
So APPL ate shit and NVDA puts are gonna pump? Time to hit the strip club and get a brick of yayo
Remember when people hyped NVDA shooting to (then) 230 on earnings for like 10 minutes and eating shit when it opened the next day below 200? Same with PLTR
There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.
Why are you comparing them with Amazon? Here is how Anthropic and OpenAI work - big tech owns large parts of them (NVDA, MSFT, GOOG, AMZN) then Anthropic / OpenAI rent compute from those same companies that own them. That compute is build out using hardware that those companies make. The buildings where the compute is hosted is build using billions of new debt that those companies are taking on and hiding in other companies to not spook the market. All of this just to have the same big tech companies as the biggest customers of Anthropic and OpenAI. Did Amazon put themselves in a position like this? Was Amazon's existence part of a big circle jerk of a few multi-trillion dollar mega corporations trying to force something to happen? Ignoring all of that AI really could end up being great but fuck touching this pox ridden company with a 100 foot pole any time soon.
MRVL doing this “For NVDA”. 💯🫡🤨
So happy I’m rolling these NVDA puts through Wednesday
I want to talk to the person who has a 700 price target on NVDA
"GOOGL TPU's are so much better for A.I. than NVDA GPU's" An actual statement said by a GOOGL bull
If they all come together and say they are cutting Capex, they get a little spike in their price in the short term.... but the semi trade collapses, the AI stocks all drop in value. Then the companes that cut CapEx start suffering because a large amount of their earnings are driven by marking up investments in the AI components. ORCL will defauilt, openai will die, NVDA goes into bear market and everything crashes.
NVDA under its 200 SMA again.
NVDA 175 is closer than you think
Once NVDA drops below 200, we enter the spiral of death.
If NVDA falls SPY is going to self destruct
Dayum if NVDA breaks 200 GG
How many make 92 Billion revenue like NVDA ?
It's worth mentioning that NVDA price still probably has numerous double-digit revenue growth projections over the next 10 quarters which is kinda insane to assume at this point lol. Several analyst DCFs I saw on Coreweave before last week had 30-40% revenue projections for each of the next 8-10 quarters baked in which is pretty crazy
Yes please be my exit liquidity by selling NVDA puts
Made +200% on 2 0DTE NVDA puts
$NVDA soon 200, shows how oversold this sellout is
And there goes the micro penis that was keeping NVDA afloat, the dump resumes and my outs look beautiful
NVDA hasn’t moved in 20 minutes what fucking V are you regards referring to
My NVDA Puts waiting to print more got me rock hard
NVDA barely bumps up and regards are screaming V :kek: :kek: :kek: :belt: :belt: :belt: :clifford: :kek: :clifford:
NVDA fucking garbage go back to 210
Still rolling my puts I bought last week before the collapse into at least earnings for NVDA
NVDA it’s time to lose 200 babe
You realize AMZN is actually undervalued according to its Trefis estimate, right? AMZN isn’t being propped up by anything except its actual value. TSLA/SPCX are the closest to the focal point that is physical AI of any companies in the US (China is also focusing hard on this particular intersection). NVDA is probably the most exposed of any company. Another point on SpaceX. A company called the Dutch East India Company became a thing because of the sudden ability of people to use the oceans for travel in a way that had otherwise been impossible previously. SpaceX had a huge head start to being that company if there’s even a remote chance of something similar happening with space.
NVDA to $205 by 3:30
Bounce back NVDA so I can throw these $1's
So does NVDA go flat on the day???
NVDA hit 204 and I will stop lol
If you fucking morons had bought NVDA puts today like I told you, you’d be able to buy multiple 5090’s right now
NVDA just fell thru its daily low
This tech selloff is at a point that's just stupid. NVDA has made made more $ over the past years than any company in history and their stock is down $2.94. SMH.
My NVDA puts are up over 100% today, waiting for 1000%
Whenever put that giant green cock IN NVDA at 204.5 I hope your dick never works again
NVDA is literally crashing out
Took a nice scalp on NVDA Puts but this market is way too fearful
NVDA lookin like Bear Stearn's stock rn
I TOLD YOU STUPID FUCKS TO BUY NVDA PUTS :clifford: :clifford: :clifford: :kek: :kek: :kek:
Whoever keeps buying NVDA at 205 I hope your family goes deaf
NVDA last quarter 92 Billion This quarter looks 110-120 Billion revenue
NVDA just melting all daily gains is funny. This is not really what the market thinks of this stock. This is MM making you liquidate positions so they can buy in cheap. Rinse and repeat.
How many bet against NVDA earnings
NVDA is in freefall
Bro. When did you start buying? Not being green in anything is impressive You can also buy the etf FSELX through fidelity which is their semi conductor etf. You’ll have exposure to MU, NVDA, AVGO, AMD, and many others https://fundresearch.fidelity.com/mutual-funds/summary/316390863
$LITE look how earnings growing last 6 quarters $NVDA likes it https://preview.redd.it/gj84l6wps8zh1.png?width=765&format=png&auto=webp&s=9a42a2b577117ce5e959f6b947c51be75d8a3273
NVDA was close to 6trillion now its back to 5trllion
Hmmm should I buy more NVDA puts here….
Lmao bought NVDA puts right before it decided to run up