Reddit Posts
I Sold All My VOO for a Concentrated NVDA Bet. Should I Have Just Bought Options Instead?
🚀🚀 $OCC, THE FIBER OPTIC ROCKET WALL STREET FORGOT ABOUT 🚀🚀
“Book Talking” from Jensen – NVDA’s Jensen Huang called a global tech stocks selloff a buying opportunity
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
I Think MU Beats NVDA From Here And Yes I Know That Sounds Insane
NVDA update – slow grind higher, nothing exciting yet
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
Alright degenerates, memory just got taken to the woodshed on June 5. SOX down 10%+ in a day, MU/MRVL/SNDK 11-17%. Now what?
OpenAI files for US IPO after Anthropic as AI giants head to public markets- Moneycontrol.com
Why does Jensen want to pump QCOM?
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
'Big Short' Star Steve Eisman Warns SpaceX Will Be A 'Retail Cult Stock' With A 'Crazy' Valuation Compared To NVDA
Everyone wants SpaceX. That’s the problem.
Cleveland-Cliffs (CLF) — The AI Infrastructure Chokepoint Nobody's Talking About
Despite Friday's pullback, I'm still +65.8% YTD
While everyone fights over NVDA, IBM just made a bet on $THREE
I ran NVDA and AAPL through 15 frameworks today and here’s what came back.
SpaceX Could be $22.5 billion on selling pressure in the first 5 minutes - A 16x of the highest averaged minute trading volume on a given day (NVDA)
SpaceX could be $22.5 billion in selling pressure in first 5 minutes - a 77x of highest ever trading volume day
Posted in r/investing w/ good feedback, sharing here: NVDA's Q1 FY27 earnings call graded for credibility, guidance claims vs financial data
That one guy who bought $NVD thinking it is $NVDA yesterday.
I went through the AVGO transcript line by line. Here's what I actually found.
I graded NVDA's Q1 FY2027 earnings call for credibility by cross referencing guidance claims against actual financial data
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
I sold everything. AI is a trillion-dollar hallucination and you’re all exit liquidity.
I’m all-in on $NVDA and I have no idea what I’m doing.
$NVDA is a goddamn psychological warfare – are we buying the dip or catching a falling knife?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
$RUM Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
The timing on this is impeccable. Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th
The Nvidia China Dilemma: Is Wall Street Blind to the Looming Tech Decoupling?
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
I just realized NVDA is stable because tomorrow is the ex-div date
I messed up again— “best of luck to you” - Schwab Risk Management Team
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
The market has discovered electricity and now everything is bullish
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
Spacex, OpenAI, and Anthropic IPOs are investment opportunities and don’t let anyone tell you otherwise
LAM research, the next AI slop stock that will reach 1T USD.
AI IPOs are software stories, but the bottleneck may be physical
AI infrastructure is turning the whole market into one giant NVDA side quest
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
We might be setting up for the biggest AI rugpull ever
4 year road to 1 million. No options, only stocks.
AMD’s price has massively detached from forward earnings expectations
$ELMT - The Pentagon's Only Tungsten & Moly Plug
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
[REQUEST] SPCE Financial Gore
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Quality is a gate. Fear is the ranking.
Nancy Pelosi may have just made 7x yearly salary in one day According to her most recent annual filing, she owned up to $25M of $NVDA Today Nvidia is up +5% That's ~$1.25M of potential profits Or potentially 7x her yearly salary, in just one day. Screenshot from: Stock Insider App
No Huang Answers : NVIDIA GTC Taipei 2026 Keynote Sent the Jensen Bump Across the AI Food Chain
Mentions
Yeah, well, neither has other AI infra like $NVDA which isn't nearly as commoditized and you see how that's treated like a pump and dump.
Should have left it in VOO. I'm taking a bet on the US economy as a whole rather than a single company any day of the week. Plus NVDA is already a top holding in VOO so you already had a lot of exposure. Next time, play it safe and smart and it won't keep you up at night.
He also wasn’t Heil Hitlering when TSLA stock was like NVDA
I have been bleeding all month - lost 25% since late May - too much leverage, but all my long bets turned read - MU: PAWN, NVDA; Samsung and HJ Hynix via European ADR; AMD, all all all took away lots of money
Yea for RKLB PLTR and NVDA
Dude, this shit is almost comical how perfectly timed it is. I literally have tried buying puts at previous ATH's, and it just blows through them, and keeps marching up another 10-20%. SPY, HPE, AMZN, GOOGL, NVDA, I see it hit an ATH and think there's no way this'll keep going, so I get puts and it fucking rockets another 10%.
I was trying to scalp, yeah. Because AMZN and GOOGL and NVDA at that point had rocketed day after day after fucking day. And I bought in, thinking it would be another green day. And lo and behold, the moment I bought in, it literally went down and I have never seen a shred of green since buying in. It's almost comical how perfectly timed that shit was.
My TA suggests NVDA will be 160 by then.
Are my NVDA 190p August going to print?
Nice dude. You are killing it with NVDA.
$640k portfolio... absolutely no reason to stress. Most of us would love to be in your shoes (financially). If you are really THAT concerned, then lower your NVDA holdings... Keep enough cash to pay your taxes in a high yield savings or money market fund. Buy VOO & QQQ with the rest. Then, stop watching it and enjoy your ~10% yearly gains. The hard part is over, you are at the easy part! Just lower your risk...
Wow NVDA pumped all the way to 200.80 🥀
Bought NVDA calls when it fell to 209 at close will these print? 190p for August
thats the second large tech company in 2 weeks to raise money for data center. That is combined 120billion between them and google. Not including Microsoft, Amazon, Meta, hyperscalers, etc. Semi hardware is on sale right now, you're going to feel like a dumbass if you miss out. Specifically $LITE, $MRVL, $INTC, $NVDA, $AVGO, $MU $SNDK $WDC ton others that I'm missing but for real they are telling you they are raising Capex. That money is going to companies.
I’ll give my perspective, whose portfolio is heavily weighted in NVDA also, just with a very different cost basis of the $12x range due to buying overtime since 2017. I won’t repeat what many said about your cost basis as we are in a bit of a pullback. What you do need to start doing is holding through until things stabilize a bit. I sell CCs on NVDA and I won’t deny that premium isn’t great due to the downwards trend so yes it can generate some money for you, it can also run against you if it isn’t well timed. The macro situation of the world unfortunately isn’t helping at the moment. The good news is that you have shares and not calls. If you’re able to, start doing the boring re-investing into VOO and let it build again. As someone who bleeds the unrealized on NVDA daily, there’s beauty in diversifying because things are great when the market is bullish, rotation assets can be challenging. Just try to hold out and you should be fine eventually.
NVDA will make a quarter trillion in a year and it's market cap is 5 trillion. Thats like only 20 years or less to cover it's Market cap as if it was being bought today.
Pets.com ain’t NVDA lol. The analogy is right on paper but when you compare the financials of company’s in the dot com bubble and the financials to today, it’s not close.
I don’t advise selling CCs on NVDA this way, now isn’t the time to be selling calls like that almost a month out. You’re not getting much premium atm as I recently just sold some 207.5s that expired this week. I also have been invested in the company since 2017 so my costs basis is very different from the OP
I sold around $600 of NVDA in 2004 / 2005 😶
never thought id see NVDA below 200 again yet here we are
the NVDA announcement will not impact NOK lol
everybody that missed NVDA, AMD, MU, SNDK, WDC, STX, \*name literally any AI stock here\* are all fomoing into SMCI because its like the only AI-adjacent stock that people think hasn't run yet but should, when clearly that is really not at all the case
Big brain move: buy tf out of NVDA instead of spaceballs Friday.
For sure. It’s all unprecedented. I think liquidity is probably a good portion of what’s happening here. That and your standard profit taking in semis and just people getting spooked as usual. All of these semis and memory names had essentially went parabolic except NVDA. And because they make up so much of the indexes, they are weighing it down badly. We know Warsh isn’t raising rates. I think it’s very unlikely. So best I can tell is we have liquidity constraints. Plus market participants getting spooked by this and all the capital raises. Of course all the Iran noise isn’t helping. Oil and inflation aren’t helping. But I don’t see enough reasons here to beneficent to a secular bull market is going away. Just looks like an ordinary intrayear drawdown to me. SPY is now down about 5% from highs. I would expect some buyers to show up soon.
I'm not brave enough to short NVDA but i have a pretty good feeling that it's gonna drop sharply very soon
I’ve actually always known I had a lower risk tolerance. But after watching NVDA go up for years and only investing relatively small amounts since 2020, I consistently hated myself for not being more of a risk taker. Got stuck on the could’ve should’ve. I acted emotionally. To make things worse my $216.16 average is only because of my early NVDA purchases. The reality is that I bought most of my current position at the all time high around $236 after selling VOO. I got hit with massive FOMO and let my emotions take over. The conviction was real, but I convinced myself that $230 was basically the new low and that I wasn’t taking enough risk to reach my goals 😭.
Swapped out of VOO for I buy NVDA at it’s peak is solid trade, you’ll be fine
The good news is that you now know your risk tolerance. If a concentrated bet in NVDA is giving you sleepless nights, you never truly had conviction to begin with. You have two options now: (a) wait for NVDA to beat VOO by enough that it covers your taxes and then buy back VOO or (b) eat the loss and buy back VOO right away. Stay diversified for your own sake in the future. If it makes you feel better, most investors go through this phase at least once. It’s a learning experience.
Lmao ORCL raising 40B to pay SMCI SMCI raising 7B to pay NVDA and MU.
Chill bro .. I also allocated 40% on NVDA.
The "bloodbath" you're referring to is all the big managers prepping to dump dog 💩 (spaceX) into the market. It's not down "that much"... I'm still up 600% NVDA & 700% MU. Best thing you me & anyone we know can do is shout from the rooftops than any manager bidding higher than 13.50 can expect a punch in the dick...
Bought NVDA July 205c at close will these print?
Lmao at everyone who bought NVDA at 220+
It’s bullish for NVDA/MU/INTC.
Oracle having that much debt is risk, if Oracle cant pay its bills due to that debt then NVDA and MU are also fucked. If you disagree thats fine but thats whats driving the selloff
will NVDA EVER have a +$10 day? for fucks sake? bearhunter out in full force talking smack
Ive still got 2.5 weeks on my NVDA call but things are looking grim. I guess there's not much intrinsic value left, so might as well hold for a massive rebound.
NVDA is gonna tank to at least 145 by July. Could even tank to 60 by January. Buy Puts. PUTS PUTS PUTS!
NVDA forward PE officially in the teens.
waiting for NVDA to revert to the mean 🥱💤
I am confident NVDA will rip again in near future Position: 25x 230c Aug 21
Probably NVDA puts and then doing absolutely nothing else but watching it all burn
Btw, I’m sorry for coming at you like this for no reason other than envy in all honesty… You’re going to get out on the better side of your NVDA trade eventually… you’ll probably have to lose a few
NVDA just went under 200 mark, 2-3 weeks from now it will reach 230, then from that point it solely depends on future rumors and news.
Its June 2026 and NVDA is above 30% its Jan high
I’m DCA on NVDA fs fs and if it drops to like $180 it’s a yolo
We are just in a temporary unwind. Lots of LONG positions were held in the AI trade and with the short s everyone is moving short to cover. It requires unwinding excessive longs before we can rip again. Could be a few days, could be a few weeks. Macro is not helping, but MU will get there eventually. There was another AI trade slowdown with NVDA a year ago where it dropped like 10% as there was some short term unwinding
Selling covered calls only works in a bullish/sideways market. If we go on a downtrend for sometime there’s no benefit in selling CCs against NVDA.
I’m not sure I should spent my time on you lol Do you know how complicated it is to make a computer chip and where NVDA is at in this business?
It’s June 2026 and NVDA is 5% below its October high. This AI bubble sucks
!banbet NVDA 230 3w
You had the money to rather buy options with money and you decided to sell the one magnificently performing stable long-term investment you had in the hopes of…? I simply am unable to discern your thought process and logic as to what you were thinking selling off all your VOO for NVDA… especially given its valuation at the moment?
Well, #1 start selling covered calls to generate some income and reduce your cost basis. #2 manage your risk on your highly concentrated NVDA position, esp. on what you can afford to lose, as you have already lost nearly 7%, So set your stops.
NVDA is about to go back into the $195-200 gamma pin jail that it spent months in, isn't it
NVDA is the internet ; for people who don’t understand
NVDA finally hit below $200. It’s over
NVDA under 200 MSFT under 400... Truly the end of times
My option trades are covering the losses on my NVDA shares, usually it is the other way around. I guess my gambling addiction is a good thing after all.
I like how NVDA never took part in the semis rally but gets to eat all the shit
I could have closed the NVDA 200ps expiring today for .04, but didn't. That surely won't come back to bite me
What a slaughter. Well I bought calls on NVDA with end of August expiration. I will check back in next month 🫡
Just buy NVDA calls for tomorrow
I made 4k from SPY puts today My NVDA calls are down 3k on paper but I think we will have a good pump in the next 3-5 weeks for me to exit with profit
I’ve been trading ultra high volume stocks. 50+ million trading volume in a day. NVDA,Intl, SMCI and SoFI all made that list. I manly trade sub $5 stocks that are green. Just scalping $0.05/$0.1 a share in profit. I trade around 25-30 shares at a time. Just need to watch out for trading haults
NVDA still above 200$. Unbelievable
Also NVDA 200 the new 100 Obligatory Ber R Fuk buy the dip fa***ts Lots of <<<Shrek emoji>>>
NVDA at this price is unamerican
NVDA keeps bouncing off 200 and I am noticing that
Is NVDA @ $200 a psychological level or something similar?
Yeah been waiting for this dip to load up more on tech. Already got some calls on NVDA last week when it dropped below 140, might grab some more if it keeps sliding. The fed stuff always makes everyone panic but these companies still printing money from AI demand. Just gotta time it right and not catch falling knife too early, learned that lesson the hard way in last correction
META, UVER, NFLX, MA and Bagrosoft were giving me depression, and now NVDA too
NVDA just falling off a cliff... Again
You can tell NVDA really doesn't want to be below 200
damn we just gonna keep straight bleeding NVDA huh
NVDA drilling into $200, will it crack again today?
Break 200 you dirty little NVDA slut.
I am buying NVDA at these prices, it’s just too good of a deal
I’m sitting on long calls for the rebound: AVGO Aug 21 370 C NVDA Aug 21 190 C AMZN Aug 21 240 C 72 DTE window covers my thesis of a tech rebound after SPCX IPO dust settles and capital rotates back to tech. I believe tech profits were harvested for IPO capital and general profit taking. AI is strong and the thesis is intact. This past week has been a gift to those with dry powder, so I’m in deep right now on the 2-3 month rebound window.
f it....gimme NVDA 80 again
GOOG $330 AVGO $350 MU $750 NVDA $190 Come closer to me children
NVDA break through 200 come on
LOL exactly what points are inaccurate? 1) We had space travel since the 1960s - We landed on the moon in 1969, we had regular space travel for the decade leading up to that. (ACCURATE) 2) China has their own rockets - China does indeed have their own rockets. So does Russia. (ACCURATE) 3) We are decomissioning the ISS - "NASA and its international partners plan to decommission the International Space Station (ISS) in 2030" (ACCURATE) 4) All we have ever done is cut NASA's budget. "NASA’s overall budget has been cut dozens of times in individual fiscal years since its historic peak in the mid-1960s. Because the U.S. Congress passes a new appropriations bill every year, the agency's funding fluctuates annually. When adjusted for inflation, NASA's purchasing power is roughly half of what it was during the Apollo Space Race." (ACCURATE) 5) Data centers in space is dumb - "While the idea of unlimited solar power and free cooling in space sounds appealing, scientists and engineers point out that orbital data centers are highly impractical. The concept is fundamentally flawed due to extreme cooling issues, severe chip degradation from radiation, astronomical launch costs, and sluggish data transmission" (summary of Scientific American article) (ACCURATE) 6) Grok is so underused that they are renting their extra server capacity to other models that are being used. - Google will use about 110,000 [Nvidia](https://www.cnbc.com/quotes/NVDA/) graphics processing units, as well as central processors, memory and other components housed in SpaceX’s data centers. The agreement spans from October of this year through June 2029 (ACCURATE) So.... like... are you just stupid or did you actually find something I wrote that wasn't accurate, because it all checks out.
MMs will actually bring NVDA to 0 if I bought it just to force me to sell.
Regardless if that’s true, from friday-today the account would have been down ~60-70%, and would have been liquidated. I also don’t bag hold. If I lose confidence, I’m going to sell it rather than hold and pray. Nokia had a lot of momentum, but it was all due to partnerships, and mainly NVDA. NVDA will no longer rely on Nokia, and that’s the main reason I was holding them. They’re no longer the requirement, they’re just a nice option. The difference there is drastic
You do you, bro. If what these guys claim to be true happens, local is what makes sense. It's like saying the internet will be so fast one day you won't need a local gpu anymore, just connect to NVDA and play games there. Clearly not true and they tried to make it happen - same is going on here just on a massive scale. It's just simpler and easier to have it all local, especially when talking about sensitive docs that prevents them from large industries like law, healthcare etc.
We really need NVDA to put on the Superman cape and drag this whole bitch up on its way to 300.