Reddit Posts
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Is NVDA dead or are they creating a buying opportunity for themselves?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
US asset managers file for first ETFs targeting Wall Street's new obsession, AI and the 'MANGOS'
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
All My Eggs in One Basket: Keep holding NVDA or Sell at a Loss?
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
I have 235k to invest. How should I split it?
How to ensure you're not investing too wide as opposed to too deep?
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Mentions
If I have 5 factories that can each produce 100 widgets a year, I can only sell 500 widgets a year. If I build 2 new factories at same spec, I can now produce 700 widgets a year, or increase of 40%. This increase does not just apply for 1 year, it applies for years on out. That is what you call growth. Any stock you see that has a long term trend line of being low on the bottom left, and high on the far right has gone through some growth with capital spend. Even NVDA which is considered asset light increases spend to growth, but more so in R&D than capex. Makes no difference, that money is not getting returned to shareholders immediately, it is being used to make that return greater down the line.
NVDA should be at $3000 by now, shit is manipulated
Yeah NOK is now discussed a lot in reddit and X, It's funny how nobody didn't care before NVDA bought a stake. 🤣
Jensen fuck burry up, noww! NVDA to 210!
Invest in any company which has infrastructure, money and product for future ai growth and pivot. Then check which one is selling on discount. Buy that one. Amazon, google, Microsoft, NVDIA. ( NVDA is already pretty expensive but its future is the strongest). Meta and Tesla has no compelling product.
Apple is the only one there that would be unlikely to return a 10% CAGR long term, they're more of a ballast. TSLA, NVDA are considerably more risky. AMZN, GOOG, META and MSFT all pretty great reliable compounders.
I split semis into AI compute(NVDA/AMD), memory(MU), and infrastructure/capex(TSM/ASML/AMAT/LRCX). Infrastructure feels like the best risk/reward right now; AI compute is already priced for “no slowdown.” I’m holding what I have, but waiting for a clearer correction before adding more.
Buy NVDA still very much attractive level. AI is the future so nothing to worry about it at all.
Investing in AI now is more gambling than investing. Too much hype, borrowing, a technology still evolving, using AI is expensive, open source models and competition put pricing pressure. There will be winners but nobody knows who and when and there will likely be a stock market correction in the meantime. If you are so concentrated in NVDA you may want to diversify.
Me and my NVDA calls are so happy to see it getting completely fucked! Thank you nvda!
I have a large stake in NVDA. Mix of luck and believing in Jensen’s keynote speech in 2016 where he introduced the DGX-1 and claimed** **it would revolutionize compute. Really turned me into a believer. This year, my wife and I surpassed $1M in net worth so I guess I’m technically a millionaire now. Anyway, I am worried that jf OpenAI crashes it will take down the AI hardware stocks with it.
If EU market at the moment is any indicator, wouldn’t shock me if SK Hynix is bigger than NVDA one day
was living paycheck to paycheck in 2020 took the last thousand I saved which took me almost 9 months to save bought NVDA my wife said I was gambling. two splits later and some dca/reinvesting profits. I bought a house and land this year.
Guys I might sell some NVDA, so get ready for it to rip
Your judgment is very accurate. The biggest positive factor, "computing demand will not disappear," is a long-term narrative, which makes this industry worthy of long-term investment. However, the biggest risk, "slowing AI spending," is a short-to-medium-term variable. We need to be wary of a signal: if Microsoft or Google's financial reports show cloud business growth falling short of expectations for two consecutive quarters, then a reduction in AI capex may be on the horizon. At that point, the entire sector's correction could exceed 20%. Finally, I want to ask you a question: Do you prefer a "less profitable but stable" holding experience, or can you withstand "big fluctuations" to pursue excess returns? The answer to this question will directly determine whether you should focus on stocks like TSM now, or keep an eye on the swing trading opportunities in ASML and NVDA.
Always important to remember that a great company does not always mean a great stock to buy at current prices. Cisco is the classic example to me from the dot com bubble. It was always a good company making a decent profit, but its stock wasn’t a good buy after a certain point during the bubble run up. Not saying NVDA is necessarily the same issue or even that AI is causing a bubble, but there is reason for caution in any hype cycle.
I know it's cherry picking and we can do it for any stock at one point or another, but it's still fascinating that at one point in time BBW's 5Y chart was pretty much matched with NVDA's 5Y chart.
Kinda second guessing my calls for NVDA I bought yesterday for next week…
NVDA, I need you to go up bb gurl
Every revolution ends up shifting the top companies. It's how NVDA became the most valuable company. The shift will continue and sure bets like MSFT are at risk of becoming irrelevant - it's happened all through out history and it'll keep happening. These tech stocks gained dominance via software and hardware expertise - what happens when you severely lower that barrier with AI? Exactly what has happened before - they become less relevant and have to adapt. All this is while the bag 7 are spending insane capex further hurting their margins - it's an insane shift, if you really believe AI is becoming what these CEO's claim it will be.
Most people won’t see this but figured I’d say it anyway. MSFT is down/underperforms on big green days and essentially inverses the market because it is what’s called a “funding short”. Market neutral hedge funds who are long semi/soxx/AI have to offset the exposure with a short. The fund in short of choice is MSFT because it’s a lot of market cap and doesn’t have big upside surprises so it’s the perfect short pair against a long. On days that SOXX/semis are down is because of degrossing. Funds sells soxx/semis/memory and have to cover the short so MSFT goes up. Software in general, MSFT, and to an extent NVDA are all inverse the market and memory because they are all funding shorts.
Hello NVDA my old friend, how I miss you now and then.
Everytime I look NVDA is -1%. How did it reach 200
I don’t even pay attention to pro analysts anymore. They just get paid to promote stocks regardless of performance. MSFT & NVDA get pumped so much b/c it’s in a large pool of ETFs and retirement funds. Meanwhile, a lot of lesser names are yielding big returns in 2026. The glory days of the Mag 7 is over.
anyone else see some weird stuff in their tickers today... like I saw massive price drops and then the next second it was back to the original price. I am talking 5% down in 1 second for NVDA.
NVDA is undervalued
Yup, ill be back in for the robot push. I was in the initial rush years ago and did alright. I did great on spac2x adjacent stocks. NVDA is up 25% in a year, ive done much better than that on a few plays. I had better gains on HIMS in a couole weeks than I had from my NVDA i dipped back in a year ago. I totally missed the MU run, but I pick my battles. Im more picky this year as liquidity is more important to me right now. I won't be able to hold for 2 years if need be. Im not a crash is coming doomer but in 2026 ive been a bit cautious with quick dips. Ive missed out for sure but I have cash waiting for a correction and have taken a fair amount of gains that are going into a house. I have the deepest regret of selling a stack of NVDA in the 2021 downtrend and not getting back in when it was $120 because i thought it could go lower. I was up over 140% on NVDA before the split.
What are the investment you’re in? We can figure out if he’s ripping you off or not: Is this the stocks? **NVIDIA Corporation**NVDA\~7.5%**Apple Inc.**AAPL\~7.1%**Microsoft Corporation**MSFT\~4.4%**Amazon.com, Inc.**AMZN\~3.7%**Alphabet Inc. Class A**GOOGL\~3.3%**Broadcom Inc.**AVGO\~2.8%**Alphabet Inc. Class C**GOOG\~2.6%**Meta Platforms, Inc.**META\~2.0%
Already buying 1. GOOG 2. AAPL Watchlist 3. AMZN 4. NVDA Wont touch unless something big changes 5. META 6. Microslop Garbage, why is this still a MAG7 ? 7. TSLA
Bro there's an NVDA call right underneath LOL
Korea is bipolar af! Hoping for a Green Day on NVDA RKLB and MU mañana, Meli too would be nice
I’m worried NVDA has realized all of its gains. Mainly because I’m holding a leap and there’s no way the market will let me profit
I just don’t agree with you. Nothing is inherently a commodity, they become commodities because of market dynamics and can stop being them the same way. Ultimately, it’s just about supply and demand. If you think supply is going to increase faster than demand, then yes, margins will fall. But so what? NVDA margins have been falling for years. As long as the baseline demand is high enough relative to supply, the glut will remain. Every report I’ve seen shows that at the trough of the cycle they will be making upwards of $100b in net income a year. Micron just said that their long term contracts have minimum pricing higher than about 65% margins. I’m not sure why you are treating NVDA any differently to memory. At the end of the day, HBM is needed. If it stops being needed, it necessarily means that NVDA’s hardware stops being needed. They are exposed exactly in the same way unless you think Memory companies are going to overbuild again. Which is a fair assumption, but you never stated that plainly if that is your argument. And even if they do put downward pressure of pricing…so what? Like I said they are projecting >$100b in annual net income at the trough. People are treating memory like they are going to suddenly triple capacity and have negative margins. If they are lucky, they’ll double global HBM supply in 5 years. A lot of that will come at the expense of regular DRAM, so they will win either way - you are already seeing SK Hynix retool some of their fabs to produce standard DRAM again since their margins are now higher than HBM. I think it’s a totally fair assumption to say that supply may increase faster than the rate of incremental demand growth, but the glut will never be resolved. It might be a commodity, but what does that mean practically? Market dynamics are the ultimate thing.
Just buy CRDO and ANET for high-speed copper, a mini ETF of ALAB, MRVL, AVGO, COHR, or LITE for CPO/laser. When you see a CPO/laser stock run reallocate to the runners. I'm thinking networking will take off based as data center builds get to the point of buildout and next gen NVDA, TPU, and Meta chips get installed.
NVDA, META, MSFT. Tesla is a joke, Apple overpriced, Google already ran. Amazon is alright, should outperform after underperforming past 5 years, not adding to it
NVDA calls gonna bankrupt me man
Same, Just dumped 100k of NVDA to put into SKHYV, hynix needs to go up 33% to even match nvidia's PE.
The year is 2064. NVDA is $206. Wendy’s was rebranded and turned into a successful brothel chain, their stock reaching all time highs after buying out GRND and deciding to serve only chocolate frosty. MU and TSLA have both been repurposed into fraternities. MSFT has been delisted upon needing 3 reverse splits to stay above minimum bid.
NVDA is priced to perfection on the AI narrative. Any minor disturbance to that story is going to shake the stock a little bit.
As much as I want to say it's the K-Pop demons again, this is just NVDA being NVDA of late, ever since earnings...
Samsung to meet NVDA "Investing.com-- Samsung Electronics Chairman Lee Jae-yong is expected to meet Nvidia CEO Jensen Huang in the U.S. by end-July as the two companies seek more cooperation on chipmaking and artificial intelligence, South Korea’s Dong-A Ilbo newspaper reported on Friday. Lee is working to finalize a meeting with Huang in silicon valley, the report said, citing unnamed industry sources. The two are expected to discuss Samsung’s plans to build a 800 trillion-won semiconductor fabrication facility in Gwanju and AI data centers across the country. Nvidia is expected to play a major role in Samsung’s chipmaking and AI buildout, with the company also set to become a bigger buyer of Samsung’s memory. Samsung recently announced plans to ramp up production capacity in the coming months, as the company enjoys a major windfall from outsized AI-fueled demand. It recently forecast an over 19-fold jump in its second-quarter profit." ---- Investing.com
GOOG and NVDA. Hold on tight for a wild ride.
I added to NVDA and GLW, then picked up ARLO!
No more but holding future with AAPL AMZN NVDA
How will NVDA be affected when SKHY opens?
Theta gang loves NVDA for sure during the past one year.
Has NVDA even had good news this year? It’s depressing to look at it.
I only care about whether NVDA is gonna hop on the train. I've got so much money riding on these damn calls.
I only care about whether NVDA is gonna hop on the train. I've got so much money ridng on these damn calls.
If NVDA doesn’t go to 220 then it’s over
Wrong. She doesn't own it anymore either. Just like she sold all her NVDA and most of her RKLB before their massive runs. Her exit might have been the most bullish signal of all.
NVDA will be a buy and forget for years
How much runway does NVDA have left? This gonna be a 10T company at some point…. No shot
NVDA. It’s lost attention and is building a solid base. Would not be surprised to see it at 300 next year this time
Selling NVDA and dumping all into this.
Holding NVDA calls and AMD puts for tomorrow Praying to Lord Buddha that both of them print
on stockanalysis it says 20.54 - but still thats compelling. and the fact they’re the largest company makes me kinda confident… I believe the top dogs will continue to dominate for the next few years. But eventually, NVDA will probably lose its #1 spot. Apple and Google were getting close. And something about mega caps “feels” safe since they’re such strong, established businesses. https://stockanalysis.com/stocks/nvda/
What happened with that huge NVDA dump after hours?
NVDA’s forward P/E is 18… Definitely in contention for most undervalued at these prices if you’re even moderately bullish on AI.
Bro you are so obsessed with NVDA, it’s a dead stock
NVDA will be $215 by next Friday.
I need NVDA to be over 210 tomorrow or I may be financially ruined
Safe long term potential: GOOG, AMZN Explosive long term potential: META Stability and sell covered calls for life: AAPL, NVDA
Man AVGO, GOOGL, and NVDA dips have saved my summer ☀️. MVPs 💪
Facebook and Instagram, reels, threads, whatsapp are a compelling moat for sure. NVDA has really high price targets, I know analysts aren’t always right but it is compelling. the average is like 300+
NVDA and RKLB ahitting the bed I really need RKLB to start moving up, I need MU to start pumping, I need Nvidia to get out of this ridiculous consolidation and then I’ll be a very happy and wealthy man.
Usual crap BB, NVDA, SLS….I am also using my sister money to buy that 💩
Can NVDA please just have a 5% day?
They won’t. NVDA will eventually start pushing their model and will blow the frontier labs out of the water.
NVDA probably 207 tomorrow at least
How in the world was NVDA down today?
NVDA... 
NVDA. It always bounces back up, I've been diamond handing it for like 5 or 6 years now, and I chip in a little bit every paycheck to boot. It would have to become extremely volatile or make massive changes to their company ethos for me to dump it.
https://preview.redd.it/9morlx57h9ch1.jpeg?width=1200&format=pjpg&auto=webp&s=a41bb2ed8442a6b4cb99c544d2dc1421656a4478 Look I found all the NVDA bagholders' money.
NVDA is such a fucking piece of shit
was up $400 on NVDA calls, just stop loss sold for $8 lol
NVDA cant even be green when MSFT is wow
NVDA badly wants to end green...
If you can’t see the game these shameless cunts play you’re just blind. They hold back shit like NVDA until it’s convenient to accomplish something like make sure put buyers get fucked. How convenient right when it’s stalling out that’s when NVDA rips
I love how SPY just gets to pick whatever is doing well. All morning: "NVDA? never heard of it" Now: "I AM 100% NVDA!!!!"
Where is that guy who has 240 NVDA calls? It’s finally green on the day
The 25 minute emotional roller coaster I just went on with 0dte NVDA calls was something I’ll never do again….until tomorrow
Shameless pump NVDA in the close so you don’t have to pay put buyers—stay classy market
Sure NVDA went up by 20 cents let’s pump everything
It’s kind of impressive it started to dump right after NVDA reached $204.12, exactly what it close at yesterday.
NVDA calls up 50% 15 min ago now up %5 wowhooo