Reddit Posts
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
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
If market takes a shit wishlist — what prices are you betting your house on ?
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
Nvidia CEO shrugs off AI doomsday to protect it's $5.38T cap.
Einride $ENRD to Build Next-Gen Autonomous Trucking Stack in $NVDA Hyperion
NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
NEVER KYS PART 2 — We are almost even with QQQ since I downloaded Robinhood❤️
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Most popular stocks review NVDA, META, MU
NVDA update – held green through the Fed hike, pre-market $217
SOXL 9/18 $130 strikes at .12? Hmmm.. 🤔
Mentions
So my take why the market has not dumped a couple of months ago, the market makers don't want their big boy clients getting bankrupt so they let them unload stocks in batches, you will see loads of articles encouraging us retail to buy so can be used as liquidity in the meanwhile. The elite don't care if we lose our money as where the peasants to them and they can continue Ponzi schemes in the background like Musk. They changed the rules on Nasdaq to accommodate SPCX so Musk could become a trillionaire lol The AI circular financing deals mean more profits for the tech bosses but would you buy NVDA at $240, that's what they have been trying to get retail to do so we can be bagholders at the top in a very shaky market.
Yes and no. This is quite common for tech companies. The larger Mag 7 companies actually pay out more in stock-based compensation than Tesla. However, for the Mag 7 peers: - Stock-based compensation makes up a much smaller proportion of their net incomes because they are highly profitable - The non-operating income sources (such as mark-to-market investment gains) make up much more significant distortions, especially in recent quarters, to the point that I think non-GAAP earnings is a better metric here - All of them except for AMZN and TSLA are pretty good about aggressively repurchasing shares that go towards SBC anyway. AMZN occasionally has done so in prior quarters (most recently 2022). Tesla has never done so. Here are the the most recent data I have, which is actually a bit lagged (earnings period ending June 30 for all except NVDA, which ended in July). My source didn't have non-GAAP NI for NVDA or META populated yet. | Company | GAAP NI | Non-GAAP NI | Non-Op Inc | SBC | Share Repurchases | |---|---|---|---|---|---| | NVDA | $59.69B | ? | $8.00B | $2.03B | $22.13B | | AAPL | $29.79B | $28.11B | $0.527B | $3.40B | $28.32B | | GOOGL | $112.19B | $35.01B | $99.62B | $7.96B | $6.57B | | MSFT | $35.77B | $35.29B | $4.29B | $3.12B | $4.58B | | AMZN | $62.65B | $21.53B | $54.61B | $6.04B | $0B | | META | $15.85B | ? | $0.764B | $7.66B | $4.28B | | TSLA | $1.11B | $1.16B | $1.01B | $1.15B | $0B |
splits still working as agent to pump stock price? i through after people figured out NVDA and TSLA split stock price pump scam this was no longer a thing.
don't forget deepseek and other cheaper models. AI regulations haven't even been signed or discussed. when new admin comes in, the regulations gonna be the death of AI crowded trade. NVDA will be a normal stock again
60billion against a 5trn valuation? That's (checks notes), like 1% NVDA swings more than that for lunch
Prediction for 2 weeks from now: QQQ $457, MU $38, AAOI Delisted, NVDA Chapter 5 Bankruptcy
I bought NVDA puts at the *very bottom* last week. Praying this dip is the dip ex machina
Now the entire will collapse until NVDA has to \*save the market for the 15th time....even though every other company already beat and raised
I bought NVDA puts like a chuddus maximus at the very end of last week. If tomorrows dip saves me I’ll happily take the end pieces if it saves me from just crumbs
I had a classmate being pushy to me to buy NVDA (as well as the mag7) in middle school. I asked my dad and he said to wait until I'm older. I'm still mad 😡
NVDA goes to zero because you have calls
Even if Anthropic can design their own chips, it will take 5+ years for them to actually make one. By that time NVDA would have figured out something else.
As long as you can make money in the short term and not delude urself to holding long-term AI depreciating companies unlike NVDA and AMD that sell it you can still come out on top
i've heard both bear/bull cases. the thing is that demand for AI is still strong, it's still needed, i don't think it's fully down not to mention NVDA owns a stake in it.
This will sound gay Admittedly when I went long on NVDA most of the Bag7 were cash fat and debt lean. Seems like the tables have turned. Anyway, calls
If you sell a covered call and a put at 180 while NVDA is at 220 the premium for the call is gonna be a LOT higher like $4,000 higher than the put
Its funny these stocks like NVDA TSLA MU SNDK go on these generational runs that make people rich then WSB buys in after and try to play every theta chop for 2 years
wonder if its time to sell NVDA
If you’re bullish on Meta then buy NVDA \~ the 11th commandment
NVDA is also technically committing fraud that should be called out if it wasnt for this administration. Giving money to corps to then buy your product and counting it as revenue is illegal. SpaceX is a near 20 year old company. saiyng 160% yoy growth is 100% fake news. They are manipulating the data in a way to look better on paper for this stock.
And companies will have to do what to maintain their market position? Buy more expensive hardware before the other guy does. The only ones winning here are NVDA.
NVDA to the moon tomorrow
Markets better not care about elmo glazing NVDA again :belt:
yeah, once the 'peace talks going well' drops at 9:29am tomorrow, SPY/NVDA to ATH, QQQ to 750
An equal-weighted S&P might be a decent option. A 30% downturn in NVDA would be a 2.4% hit to VOO and a 0.06% hit to RSP. Across the broader index, an AI bubble pop would likely bring down nearly half of VOO and around 20% of RSP. On the surface RSP might be a good compromise in the short term. However if the losses get wider, like 2007-09 or 2020, RSP earned -60% and -39% respectively, compared to VOO at -55% and -33.7%. Interestingly, RSP is outpacing VOO YTD.
NVDA puts now probably prints. Shit can't get above 222
What?? If you sold a put at 180 for NVDA and NVDA plummets to 170 you buy the shares at 180 vs 220 having a $10 per share loss vs a $50 per share loss. What do you mean "actual risk" ??
All signs of NVDA rocketing after hours today- CEO saying they wish they had more chips to sell via META will show massive buys for chips with AI
Meta will plan on spending far more with NVDA
Buy NVDA ignore all the haters there will be no crash
Weak ass pump on NVDA, need you to rocket
I just remembered seeing NVDA announcement But pls take profit on these calls!!! Or atleast just let 1 single one ride, I don’t want you to lose gains!!!!!!!!!!!!!
Apparently NVDA CEO Jensen bought a new leather jacket definitely bullish for the stock lol
Isn’t NVDA doing a news announcement thing? MU calls
He said hes gonna set up 40 GW of NVDA stuff next year which is 800B and NVDA full year estimate revenue is less than that. Its so comically wrong I am even impressed. Elon's con man shit has rocketed up (pun intended) the last week or so its wild
It’s close to its asset value if they were pick apart for pieces, (stock trading at $41, when it’s IP, lease deal, and cash would sit around $35 not to include their current satellites up in space). I’d say the bottom is very near and it has a lot of catalyst coming up. Launch bottleneck is real but they can go through blue origin or even utilize Japan. I don’t think launch bottlenecks will clear out until late Q4. Elon won’t let the company launch without throwing a couple obstacle in its way. Besides that, there’s buyout rumors with them changing 8k filing to protect C suites in case of acquisitions and logically it make sense for MNO to guaranteed a piece of the satellite play rather then rely on a 3rd party (remember T-Mobile relying on starlink and then starlink went and declares to be the 4th rival?) Lastly asts do not have to beat starlink to be profitable for investors. Asts is a fraction of starlink market value and won’t take much for an investment here to go up higher. Think AMD vs NVDA. If you bought AMD in the beginning of the year you’d 100%+ your ROI but no one is saying AMD is a better company then NVDA.
SHorts keep getting baited into CRWV and get squeezed over and over again, do not fight the Trump, Do not fight NVDA
VIX fading NVDA waking up
long and strong CRWV bailout incoming from NVDA
NVDA holders selling after realizing SPCX will never buy millions of GPU's because spaced based data centers are nonsense lol
NVDA struggling to hold 220
NVDA is about to pull the trigger full CRWV buyout
All the capital rotating out of memory into SPCX and NVDA lol
NVDA struggling to hold 220
come on NVDA, stop fucking around and go to 230
That $60B portfolio is a rounding error to a $5T enterprise value company. It is totally irrelevant to the investment merits of NVDA.
NVDA gonna end red at this pace like MU
NVDA holder here. I'd read the investments less as Jensen leaving chips and more as him locking in the ecosystem. Most of the money still comes from selling the hardware, and the stakes mostly tie partners and suppliers closer to that. The part I'd keep an eye on is when your customers and suppliers are also companies you've invested in. It gets harder to tell real demand from demand you helped fund. That's the risk I'd watch, not the strategy itself.
I think this earnings cycle will buck the trend We got meta today, GOOG MSFT end of month , NVDA next month All of them are gonna show Sustained Revenue growth on AI that I think will change the way market prices things. This quarter the intelligence of AI went vertical. Agentic AI is commonplace and is using so much compute, and has loads of demand from corporates.
If this is any solace for anyone, I remember feeling the same way about NVDA. Bought it in late 2021 after getting access to gpt beta. The stock however kept tanking. Sold it at huge loss in early 2023 when it pulled back a little. And look at it now :/
I love how he can just issue blatantly false guidance that has a less than 0% chance of happening. Isnt the SEC supposed to do shit about this? Dude said hes gonna buy 800B of NVDA chips in 2027 which is higher than NVDAs total revenue estimate lmao. Such a shame that the worlds richest person is a narcissistic perma-lying conman. Says a lot about the state of humanity
This perfectly incapsulates the average Muskite investor - financially illiterate, irrationally optimistic, and living in their own reality. There is very little profit to be derived from going to space and the notion that anyone is going to colonize mars doesn’t understand basic science. Furthermore, the belief that this stock will push $1000 per share in 3 years, would require that it is valued at over $12T, which is more than 2x the current value of NVDA, a company that is expecting to generate over $500b in revenues next year. Pipe dreams all around, but that of the crack variety.
So according to them SpaceX should be more valuable than NVDA huh?
META earnings could be another boost for NVDA
Merged SPCX TSLA still smaller than NVDA
I heard Elon is going to raise $800B in the next 6 months for SPCX and buy 100% of NVDA's GPU supply and everyone else is cancelling all their GPU orders so SPCX can have them instead. Any truth to this?
Wait seriously? Ok now I will watch my first NVDA keynote.
I heard that Jensen is gonna come out with one of those t-shirt guns they have at sports arenas and spend his time shooting NVDA chips into the crowd in total silence.
NVDA about to go hard GREEN
Well, I’ve made over 1200% buying NVDA when Pelosi did. Thanks Nancy!
Well I don’t want to “lock in” anything because I’m only 33. At the same time, I get what you’re saying. Maybe it’s time to sell half of my NVDA, take some profit, and shove the rest of it into an index fund. I’ll wait for it to go up to the 230s again though. Bonds are just kind of boring. I’ll look at those in my 40s.
Best case scenario, NVDA doubles from here over 5 years. Worst case is worse than S&P 500. If you want to "lock in" your gains, buy a bond. If you want to go for more, consider something with more explosive upside.
When debt load of Neo clouds getting worse day by day at higher rate, many companies bonds are pushing to junk territory $CRWV $NBIS $IREN $OWL $ORCL $META $SPCX $GOOG $AMZN $NVDA all raised debt https://youtu.be/e0Dlr07jfjA?is=Em9R9fVjQVNmwM3n When few Neo clouds miss debt payments, then dominos fall one by one.
If NVDA already bought me a $30,000 car, do I keep holding or is it time to sell? I’m up 5,300%, but I really didn’t see it falling much until now. I certainly don’t want to sell only being 5,000% up. That would be dumb 🤤
Did you see the graph I posted. Everyone wants chips. Their value is increasing. They can’t make enough compute to saturate demand until mid 2030’s H100 chips from NVDA are worth more now than when they first came out 7 years ago.
Can my NVDA calls full port get lucky tomorrow
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $132.20 (below) | $220.33 | $220.75 | -40.0% | Fri, Nov 13, 1:43 PM ET | | **Record** | 10W - 6L | 63% | - | - | - |
Lmao trust me there was no smarts involved. I was using NVDA as a temporary cash park cause the price was flat and stable. Then I legit forgot about it cause I was so deep into crypto. Checked back in like holllly fauk
it didn't but NVDA probably had a lot to do with it
6 years ago I sold all my Netflix and rolled into NVDA. Prob one of the best moves I’ve ever made. Up 892%
FYI GTC NVDA Berlin tomorrow. NBIS going live tomorrow 👀
Nvidia made $96B revenue last quarter and had 66% operating margins. SpaceX made $14.6B revenue on the reported quarter with \~19% operating margin. SpaceX's valuation is based on mostly "trust me bro" with very little proof. But I won't let Nvidia off the hook either, as they're the prime participant in the circular financing scheme who's revenues and margins can't be sustained if/when it collapses... and NVDA stock could collapse big too. If you think SpaceX is reasonable at its current valuation, then you must think Micron stock (also part of the AI CapEx circular financing scheme) is an absolute steal of a deal here at its $1T market cap (vs. SPCX's $2.1T market cap) with its last quarter reporting $54B revenue (vs. SpaceX's $14.6B), $37.7B net income (vs. SpaceX's $14.6B) 380% revenue growth (vs. SpaceX's 161%), 80% operating margin (vs. SpaceX's 19%), and whatever much lower P/E and P/S ratio MU is trading at than SPCX.
GOOGL is up next. AMZN as well but already started. Current positions GGLL 50k GOOGL 40k AMZU 40k SOXL 55k AMZN 245 Jan Calls 10k(5) NBIS 20k NVDA 20k bought last week Friday to Valhalla 🚀 🚀 🚀
NVDA is cooked. AAPL silicon beating them at their own game.
What's news with NVDA?
NVDA came to save the day, neocloud to the moon tomorrow
If $CRWV go bankrupt like $SHLD or many old debt load companies, how much impact to AI theme $MU $NVDA $SPCX etc
Who in their right mind is just now buying into GOOG, NVDA, and TSLA?! You are about to get Burned real bad!! 🤣😂
Will my NVDA 225 print this Friday
NVDA is about to bounce back up. Buying the dip is about to pay off!
what happened to NVDA in AH?
NVDA running a little bit out of steam. That's ok baby, the Koreans will melt you up tonight...🚀
Funny Cathy also says tsla is going to $5000 but I bet you $50,000 she would sell all her bags right before it actually happens. Same way she fumbled NVDA
It isn’t just new models launching, it’s also the fact that high util cycle GPUs burn out really fast. Annual failure rate is something in the tune of 10-25%. And given that majority of the buildup cost is NVDA, you are looking at absolutely retarded OPEX for these centers.
So SPCX's 2027 revenue is going to be greater than GOOGL's? Greater than NVDA's? Special K is a helluva drug
If you want quick money. NVDA always crashes 1-2% right when it opens. Buy about 20
Keep going NVDA, you know you want to go ATH
Meme of stick holding up a building Old: NVDA New: SPACEX
What kind of a correction or downturn should we expect or plan for in tech? Supposedly when/if this ai bubbie pops, what kind of pullback are analysts thinking of for various tech subcategories? 1) MSFT, NVDA, GOOGL, 20-percent? 2) memory like MU, 30-, 40-percent? 3) ETFs SMH. VGT?
I am so fucking sick of Jensen and NVDA