Reddit Posts
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.. 🤔
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
Looks like the NVDA bears got lucky todayyy!
WallStreetBets is a psyop to profit off the greatest wealth exchange in history. Give your inheritance to Jane Street
Sentient AGI will never kill off humans! Loading up if tomorrow is a red day.
Best call options to gamble for next Wednesday Fed decision?
SEPT 16TH DD: The Fed gonna mess up your calls (OR) J-Pow’s successor is bringing back the 1980s. Grab your helmets? (co-written by Gemini)
Everyone’s Chasing NVDA While Korea Is Quietly Building the AI Memory Trade 👀 KSMH
Absolute YOLO - 350 NVDA contracts expiring in 2 trading days ($16k)
BRUN, about to go on a RUN? My First DD. Second time posting.
BRUN, about to go on a RUN? My First DD. Second time posting.
My First DD. BRUN: $1.9B in Contracts, $0 in Common Sense. Going FULL regard.
Been sleeping on $AXTI DD for weeks and I think it's retard strong
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Call me a Tard but this markets about to bust
Can a squirrel trade options better than me?
What do you think about my NVDA 232.5 CE 0dte position ?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Is there a TSM of "near-term electricity for data centers" stock?
Sitting on cash feels safe, but my FOMO is kicking in. Am I missing the boat or saving my ass? 💸🤔
Avoid chasing new AI chip stocks and accumulate TSM?
Alert , huge insider sale at NVDA, this is serious
$5.5T in AI capex by 2030 isn’t a “tech sector” number. It’s starting to look like railroads / the grid.
I built a tool that maps dealer gamma exposure by strike. NVDA is up 3.44% today and sitting 0.01% from its call wall.
$35B AI: Nvidia Backs Anthropic’s Massive New Cloud Deal
NVDA bouncing hard right after crushed earnings
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
[Discussion] Sept 1 Market Open: NVDA Reality Check & The "Soft Landing" Trap 📉🚀
[Discussion] Sept 1 Market Open: Labor Day Hangover & The "Soft Landing" Narrative 📉🚀
NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday
I’m 69% sure that NVDA is going to rip higher all week. 25k YOLO
NVDA and TSLA closed below their gamma flip. Five mega-caps closed above their call wall.
Is 0.70 Delta Really Enough to buy LEAP? (BE vs NVDA)
I started at the beginning of Covid. Made a few VERY smart decisions that I regret not putting more into. Had one extreme loss of $10k
Mentions
An NVDA buyback based economy
The year is 2035. 10 yr is at 37%. PCE just came out. Inflation at 25%, but the expectation was 26%, so we gucci. MU and NVDA just reported earnings and their sales up by 69420% YoY due to the sex robot industry The market now moves 10% every minute 😌
I get NVDA, but Google and Microsoft have Enterprise by the balls with or without AI. They're not going to lose money.
NVDA slipped, bye bye spy spy
\*AVGO gets positive news related to sales to Anthropic \*NVDA gets to pump while AVGO is flat or red
NVDA just needs to join the dance, and we're good
NVDA so up but the market is down, this never happens bro
It’s getting blown through tho, won’t hold long until NVDA’s positive news catch up. They are like 8% behind every semi that pumps lately.
That NVDA sell wall is insane
NVDA could crater sure. But what exactly do you think GOOGL and MSFT going to go in the future? AI failures might hit their stock but they will be around for the long haul
You’re supposed to buy NVDA not sell…RIP
u don't have to get exposure to MU by owning MU. U can just own adjacent stocks like Dell/NVDA, those are indirect
NVDA is actually at a low point of valuation compared to its profits.
NVDA got pushed back on their 500B investment due to absurd GPU valuation
How is any hyperscaler taking your money or negatively impacting you. you think inflation is because of NVDA gpus? dude you need to take a beat and go read up.
OP sold all his total of 3 shares of NVDA, MSFT, and GOOGL!
NVDA 5 day Bart Simpson pattern, expect it to dip to form the other side of the head :smoking:
NVDA 5 day Bart Simpson pattern d
Guys I think NVDA might be poised to become a pretty big company
**BanBet Lost** — /u/sirkarmalots (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $225.34 → $235.00 | +4.3% | 1w | Lost |
Orange, I need NVDA at 150
I don't think NVDA is going ATH next week
What will NVDA ATH be next week? 240?
It is working out beautifully. The cash flow has increased significantly. Not sure what else is needed when there's this much cash flowing in. Lots of folks were like this with NVDA too back in 2023. None talking about it today.
I don’t know . . . NVDA themselves maybe
Wait… you’re that retard that went short on NVDA earnings lmao. I can’t imagine how heavy those bags are getting
AI bubble doesn’t exist In 5 years NVDA will be worth 20 trillion SPY will be at 1600 All of life is being onboarded and automated Compute will need more and more and more of everything Just buy into it
So every quarter it comes down to 3 companies: NVDA, MU and AVGO to defend the economy huh
Being right once doesn’t make every future call automatically right. The NVDA short is a good example of how much timing matters. You can have a reasonable bearish thesis and still lose badly by being too early. That’s probably the hardest part of shorting a momentum stock.
I think it's groundhog day for MU, again, and the trailing PE compression will again be extreme. But, now there's a min EPS figure in place, which is a lot less than expectations, that's just the cash in escrow. Importantly, it was spelled out on the call that HBM would be more convex going forward and that was where the focus was shifting. Both SKHY and MU made the same moves towards HBM, indicating that DRAM and NAND were smaller bottlenecks. In this opaque world, actions speak louder than words, but the words were pretty darn clear in this call. The market is pricing a go down to the Winchestor, have a warm pint, wait for agents and caches that live in memory to blow over scenario, but a new price levels where SCA commitments put an in-place bottom-line on revenues that helps keep debt off the books of NVDA et. al, but is real cash sitting in escrow. tl;dr: long MU SKHY, probable boring future buyback aristocrats, like the MAG6 used to be.
if NVDA stays in the 200-230 range for another week I strongly think jensen should be replaced
I dunno one time i randomly bought 22k in amazon stock didnt even know it was earnings and it blew up i made 2k right after they announced it lol.. NVDA killed me on earnings so ya never know
He bought puts a year ago in NVDA. Dudes a retard
Sold my house and put it all on NVDA
Long term holder of NVDA since 2019. Partly because of that, I use SOXQ for my semis ETF. But also lower expense ratio.
Will NVDA hit ATH tomorrow?
No it was the whole market. Look at NVDA too. End of month rebalancing.
Just buy leaps of NVDA into January 2027, why do this to yourself? 😂
Honestly many feelings only. No actual changed data. I'm an AI bull at heart but MU has stalled out and I don't know why after so many attempts at $1100. MU deserves a rerate for HBM. Which is basically custom silicon. But meanwhile AVGO isnt getting a retrate beyond 20 to 30x forward despite AI revenue 2xing next year and again the next. My theory: the market doesnt know what to do with this new breed of company. All of these major $1t AI companies are the newest NVDAs. Theyre doomed to be locked into reasonable PEs because funds dont know where to put them. They aren't paying dividends and they aren't buying shares (tho NVDA is doing more). Instead they are securing loans and supporting the ecosystem. Not bad stuff on their own, but there isn't an ETF for stocks that support other stocks in their industry that are essentially becoming their own ETF. There are only ETFs for momentum, dividends, or growth. So this new breed of stock will languish. Purgatory for stocks. MU isn't where NVDA or AVGO is. But may soon be Sorry for the non answer. But im onto something.
NVDA forces datacenters to buy all his GPUs before they can even install them, "oh look we sold out and we are so profitable, demand is insane", Jensen openly encourages the memory companies to all raise their prices, this makes the cards more expensive and it's now sold as an "investment", repeat... I mean dude, they have been doing this for years at this point, and now it's coming time to show that AI actually makes money. But looking at both OpenAI and Anthropic, it's clear they are drowning in debt and have no way to offset training costs.
Nike child labor will now make NVDA chips. Stock rockets.
Well if it happened to NVDA a few earnings back, surely it'll happen to a different company at a different time LMAO
You thought this was NVDA earnings two years ago?
Only partner I heard mentioned was NVDA but I found myself tuning it out so idk lol
NVDA and MU are value stocks now
Strong company. But why would MU be the be-all, end-all in the IT space regardless of current- or forward-P/E ? Is it head-and-shoulders better than GOOGL INCT MSFT NVDA SNDK TSM WDC et al ?
Those MU earnings were insane. Wow. Same with NVDA last er. The demand for AI is accelerating. I don’t see how this isn’t extremely bullish for the AI trade. I mean you won’t see earnings like that from any typical S&P component which explains why mega cap tech has held up even as the average stock is already in a 16% or more drawdown. You need earnings like that to overcome competition from the 10yr where it is.
Just wait until tmrw lol. NVDA, AAOI all dumped the first bit and by morning were green (I’m coping)
If people are confused about MU please see NVDA over the last 2 years.....Everybody already knows the earnigs will be good....the stock is up 1000%....we all know earnings will decline in a few years
Look at the daily chart for $NVDA last three days lmao. Hard bitchslap rejections any time gets above $230.
$MU Working with $NVDA to develop custom HBM SCAs now extended to 2031.
Hbm is like 25% total revenue, and you can not sell them separately, you have to sell on NVDA chip, basically you are attached , like a prostitute must work with a pimp
ask NVDA how that worked out
Just become the majority shareholder of NVDA... problem solved.
MU will rip during the call like NVDA did
This earnings report is fucking wild. Like NVDA type of numbers back a few years ago
Lmao stared at my NVDA 230 puts all day that auto sold for .20 at 3:30
Jensen even press the buy Button If NVDA go near 230$ today
Market holding its breath like it's NVDA reporting lmao
Breaking Trump announces NVDA will now be known as America or some bs.
!banbet NVDA $235 365,000d
Something that helps me understand it is the existence of a take private. If you own enough of a stock, you can literally control the board of directors or take it off the public markets and harvest its cash flows for yourself. This happens all the time with companies less than 10 billion of market cap. While nobody could realistically do this with a company the size of NVDA, for example, the equity you are buying has the same rights as any other company. The right to control and own a company is very real and drives a huge part of our economy and is the true meaning of owning shares.
Sure.. awesome. There ya go. I have plenty of shares of $NVDA, $AMD, $MSFT, $AMAT, $TSM…I think I’ll be okay.
Tsla calls or NVDA puts???
Should I switch my Tsla calls for NVDA puts?
Msft and NVDA carrying me today.
One day I’m just gonna cave and go full NVDA and chill. Fuck this kangaroo market
I’ve made about 5k just holding NVDA and MSFT but lost about 8k holding fuckass retard stocks like BULL and ACHR
Sure about those buybacks? NVDA just announced the biggest buyback in history with 265bn within two years.
NVDA keeps failing support GAAAAAH
NVDA is such a blue balling stock. Just fucking rip to ATH already
Interesting ETF. I like that it’s more spread out instead of 20% in NVDA like SMH.
hat i thought was a solid read on NVDA a while back. stock opened up 4 bucks and my calls were down 30%, i just sat there staring at the screen like an idiot also that Moon mention in the OP is underrated for when you just want a quick levered bet without the greeks trying to kill you. not for every situation but sometimes simpler is better
It is worth buying NVDA at 230?
This is genuinely how this market works, just have one positive headline and repeat that same news over and over every month. NVDA has pumped on the same China rumor like 7 times now
Deep ITM LEAPS with a high delta (0.80+) basically act like leveraged stock. You control 100 shares for a fraction of the cost, but you are paying time premium for that privilege. Rolling means closing your current position and opening a new one further out in expiration - that is it. You do not need Mag 7. There are plenty of solid tickers with cheaper LEAPS that still move well. Pick stocks you actually have a thesis on, and do not just buy LEAPS on NVDA because everyone else does.
NVDA is worth more like a lot more. There’s a difference between stock price and market cap ☠️
It's not NVDA that you should look at. As long as these hyperscalers (AMZN, META, GOOG, and MSFT) are raking in profits from their core business, then NVDA holds the top spot. Where do you think the cash flow from these hyperscalers are going? Straight into NVDA's pocket. That's why there is a difference between now at 1999. Back then, there were a lot of hopes and dreams that these companies could turn a profit. Most failed. Right now, there's no hope because profits are reported. So, for the markets to drop, you'll need to hear META, MSFT, AMZN, and GOOG tell its investors that capex is decreasing. Personally, I don't think that happens this year or next year. We'll see how things turn out in 2028. Looks like Zuck is just getting started on his version of AI. You can bet they are all still racing to be first.
NVDA and MU carrying hard
CRWD and NVDA got my port on their shoulders
NVDA and AMD nailed still like our lord and saviour Jesus Christ
I think the 1:1 yield comparison undersells duration. Treasuries pay a known coupon; NVDA and MSFT are priced for earnings that can compound for years if AI demand holds. At 5.6% the hurdle is real though, so I'd watch whether forward estimates keep rising faster than the long bond. If guidance stalls while the long end stays sticky, those sub-4% earnings yields get a lot harder to defend. MU clearing the bar is neat, but it is also the cyclical name in the list.
I think the 1:1 yield comparison undersells duration. Treasuries pay a known coupon; NVDA and MSFT are priced for earnings that can compound for years if AI demand holds. At 5.6% the hurdle is real though, so I'd watch whether forward estimates keep rising faster than the long bond. If guidance stalls while the long end stays sticky, those sub-4% earnings yields get a lot harder to defend. MU clearing the bar is neat, but it is also the cyclical name in the list.
How much of that is due to circular financing? What do you think will happen to NVDA stock when the world realizes you can’t make 10 trillion in extra profit from AI just to make back the initial investments? Both Meta and Google are reliant on advertising money, imagine what happens during a recession, the snowball down also creates its own traction on the way down. I’m not saying that’s what will happen, but the foundation of this rally isn’t as stable as you think. Sure there’s a bit more foundation than the dotcom bubble, but sentiment is ultimately what drives markets. AI is here to stay just as the Internet did, but when the masses realize perhaps it isn’t the cash cow the mag7 were hoping for… you can see how that scenario can play out..
And watch NVDA go red here
Just invest in total market ETFs. No guilt there, unless you really want to get crazy. The truth is, our system might be messed up, but whether you own a few shares of NVDA isn't going to change it, so you might as well get something out of it. Sorry if that makes me a bad guy
It's up 200%+ in 6 months. It's almost +540% YoY. In the last 2 years, it's more than +1,000%. If you didn't buy MU during that time, you're just bad at trading. It's that simple. Those were the most obvious stock valuations we've seen since NVDA.
Can I get a 5 percent day out of NVDA today… thanks for your attention to this matter!
NVDA has been suppressed all of 2026 why the fuck would you buy puts lmao. If anything it’s ready to make a move towards $250 and stay there
NVDA and other big names breaking out. Market ain’t going down while they’re running