Reddit Posts
Oi, get on the car. The market took a sharp dive.
YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics
Investing in AI as opposed to a specific company
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Who should replace Tesla as the newest member of the “Mag 7?”
I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂
NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains
Any advice on what to YOLO on this week?
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
$6k profit this week from flipping NVDA calls within 1st hour after open.
$6k profit this week from flipping NVDA calls within 1st hour after open.
Strangely the US wants to Intel to succeed but their price does not look that way
Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?
Question for people who profited from both TSLA and NVDA ?
Down the rabbit hole we go. What should I yolo my last on?
Damnit to heck, Cramer just recommended NVDA
CES 2024: AI field still have a large potential
I believe them puts on NVDA and AMD I guess?
My top suggested post is a 6 year old NVDA WSB post
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
Follow up from my previous post! Still holding NVDA and up a 105% gain
Anyone get frustration with themselves not buy more Magnificent 7 ?
How much longer is NVDA going to run?
I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.
If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February
Part two- been practicing option trading (80 % success rate)
PART 2 Been practicing option trading for a year
NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.
Jensen Huang Illustrating How big of Dump NVDA Stock will take
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$PYPL Ad: Six innovations that will revolutionize commerce
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA
All in on AI today over 40% short and bottomed for reversal!!!!!
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”
Am I too late for NVDA calls?
Everything you need to know about AMD in 8 bullet points, before the ER.
How can NVDA be "ignored" when it is a $1.5Trillion company?
How I am Positioning myself in the Markets going into 2024
Mentions
If they approve selling NVDA to China it will be so green your eyes will burn
Yes well done, NVDA is a chip stock, that’s why it deserves the premium
Goog trade is ai trade. NVDA will come back
crazy that NVDA is behaving like a shit stock
lol, I wish. I ported out to NVDA.
Seems you do not know NVDA at all
Can buy 1000 of NVDA stock. Good idea or should wait for better price?
At this rate, NVDA might actually lose its $4T marketcap, and its status as the most valuable public company
People should realize this is not NVDA vs GOOG NVDA is in different stratosphere
NVDA getting the META treatment for basically no reason lolz
This news should be more bearish for AMD, NVDA would be sold out for few years to come.
We can pump if we want to We can leave NVDA behind Cause your stonks don’t pump And if they don’t pump Well they’re no friends of mine 🎶 🎶
Anyone else buy NVDA today while all the attention is on GOOG
NVDA bagholders having another arm day workout
At $350 $GOOGL becomes the largest company in the world. Assuming $NVDA falls 5% from here
[Nvidia (NVDA) Stock: Meta Considers Google TPU Chips for 2027 Data Centers - CoinCentral](https://coincentral.com/nvidia-nvda-stock-meta-considers-google-tpu-chips-for-2027-data-centers/)
I am fairly certain Google will overtake NVDA by year end. Market needs a new leader.
> TPUs are Google's custom-built processors specialized for AI and machine learning, excelling at tensor operations for maximum performance and energy efficiency in specific tasks. GPUs are general-purpose graphics processors that are also used for AI due to their parallel processing capabilities, offering more flexibility for different frameworks and workloads. The main differences are that TPUs are highly optimized for matrix calculations in machine learning, while GPUs are more versatile. So NVDA's Jonson Hung has/is ahead by 32 years over GOOG Sandor Pucho (weird, awkward pokeman) wonder who Cramer is going bubba over more ? Maybe use Zucky boy as a comfort twink in between lol. Just switched from Chrome & Yutube bloody nightmare spam site, may even mothball it like every other good thing GOOG comes up with. AFAIK NVDA never wasted my time with spam, little expensive but worth it imo.
There is no NVDA only GOOG
C’mon NVDA, can you be a bigger piece of shit?
Imagine being able to get NVDA at 160-170, please go down more so i can get in
We need Cathie to sell $NVDA and then we are good.
Would be helpful if you could tell us what stocks you have bought. It's quite of a difference if you bought IOVA over NVDA, otherwise I can't quite explain it
Sold my NVDA puts yesterday for whatever reason
NVDA is just so 2024. Basically a boomer stock GOOGL to 10T
Keep your head up NVDA or the whole market will tank asshole.
It’s like NVDA earnings never happened. Guess they crushed the price instead.
So NVDA actually worth $13 per share
So am I selling my NVDA for GOOG?
Thats a new low for NVDA, 160s here we come!
MU forward PE 12.51? NVDA forward PE 24.77? If based on backlog should be 50 Hedge funds still looking for those 200% gains should be long not short!
NVDA is the new GOOG?
"The confusing part is that Google’s TPU ecosystem isn’t even close to replacing Nvidia at scale today. Not even remotely. But the fear was enough to push NVDA down like it’s some tiny speculative stock." That how investing works, its all about the future. Also NVDA is propping up its results like crazy. Also who says that TPU's arn't ready to replace CUDA?
But Google is already a higher price, NVDA Should be higher. — Some retard probably
Damn NVDA chill, you’re gonna bring the whole market down with you again.
''and suddenly the entire market trades like something catastrophic happened, even though fundamentally nothing changed in the last 24 hours.'' What are you on? We dropped 5% in the last few weeks and have just put in a potential major bottom. The fact that GOOGL is potentially taking market share away from NVDA in the future of course doesn't please owners of a 44 P/E stock. Shocker.
You think the market is irrational? Buy NVDA then. It’s simple. Put your $$$ where your mouth is
So mark cuckerberg is now using google tpus? Cheaper and superior in some ways to gpus. Thoughts and prayers for short dated NVDA calls.
He came up with their own AI chip , so NVDA chips are not used much
So I guess I figured out the trick. Nvidia gives Google or meta or Anthropic or whatever tens of billions of dollars which pumps their stocks which they in turn spend on nvidia chips and $NVDA continues to moon to infinity. This is either absolutely genius or the biggest fraud ever. Either ways, calls on all of them 🚀🚀🚀
We are 2 good news from NVDA hitting ATH yet you guys yawn at $178 NVDA
NVDA is oversold rb imo. Long term I think shares is free asf rn
This has nothing to do with NVDA, as you already concluded. It’s just macro economics at work.
I don't hate it. You should add GOOG to LT holdings, will beat our NVDA as biggest company in the world by MC
NVDA is up 1000% in three years.
Feels like they spun a wheel and landed on ‘tank NVDA anyway’ 😂
Lmao this was not a sudden shift. Confidence around NVDA has been wavering for like 6 months at least.
NVDA is down 2% in a week: “sell off!” 🙄
I think long term meta is a strong buy right now. I refuse to believe they will fuck it up long term. They’ll slowly recover and if they strike gold once with their dumb investments that shit will be NVDA 3.0
Weird that NVDA wasn't the leader this time
If it makes you feel better, I had $300 calls I bought at 280ish but I sold them to triple down on my losing NVDA calls 🫠. Now NVDA is down even more and I lost out on the huge gains from if I held GOOGL.
GOOGL has good P/E, was the company that introduced the architecture that accelerated AI development (transformer architecture, aka the “T” of GPT), is a leader in foundation model development (AI), has the capacity to develop their own processors (TPUs) so they’re not burning cash like OpenAI, will likely be able to sell those processors, has a number of other impressive revenue streams, and isn’t caught up in the commingling cluster fuck if investment vs sales like the Oracle/NVDA/MSFT/OpenAI shenanigans. The market is just slow to adjust, because retail and much of Wall Street get caught up in growth stocks as opposed to value stocks. Is NVDA still a strong contender? Oh yeah, but wallstreetbets is about six months behind the curve
NVDA needs to sober up and get back in the game. We get that and we’ll have a decent rally going again.
Go to the rsi and macd on trading view and look at the 1 month NVDA. Its clearly overbought right now and losing momentum. The good days are over for now, pal. Start cookin.
NVDA and some others carrying the whole sp500. Im tired boss
I’m convinced that Wall Street is manipulating the market while buying NVDA heavily on red days. With the USD being further devalued, NVDA seems like the best place to invest money. Everybody including hedge funds appreciates the exponential growth that NVDA continues to have with each successive earnings report. NVDA is the most valuable company in the world and it’s heavily manipulated to allow Wall Street to hoard shares of NVDA. I firmly believe we are about to see a price spike in NVDA #tothemoon
I’m still trying to process the pros and cons. On one hand NVDA is doing pretty darn well selling cows. On the other hand cows could become more commoditized in the future, in which case it makes more sense to focus capital on building farms and selling milk.
This volatility is normal in a downward trend. Yesterday’s rally was separate from NVDA. Which was interesting. Peter Thiel just completely exited his NVDA position. I’ll keep my eye on the VIX as we go into the day.
Yo. Cisco had a PE around 150-190. NVDA is a very healthy 40-60 for a growth company. Sure there is a bit of human centipede stuff going on with these AI guys but it isn't anything like the dot com bubble. Cisco is a bad example
Never thought NVDA would be my lagger and im missing out on goog
#NVDA GANG Members checking in
Buying NVDA calls on discount tomorrow 😛
I cannot believe market will be back at ATH and I’m stuck holding NVDA calls
Good to hear. Obviously not set in stone, but I appreciate the comment about TPUs. I'm not necessarily *worried* (NVDA's R&D is nothing if not epic) but I'd hate if one stock of mine annihilated the other.
NVDA camel hump formation 🐫
Full transparency, I sold out of all my NVDA & FELAX and switched to GOOGL & cash on hand. I think many others are as well. Sorry 🥸
Absolutely. They just have to compete with the CUDA codebase dominance, the standardization, perception of them as internal GOOGL tech, etc and maybe the META deal in 2026-27 will be the proof they're overcoming all of it, and that they can scale, produce, deliver, etc. But NVDA is still the proven product for now with scale, ecosystem, maturity, etc., and will be for a while likely.
Last week, Buffett bought Google and NVDA good Earning and today TACO announce "Launches the Genesis Mission". It means that the government now fully support A.I. so the fear of A.I Bubble decreased alot. Plus, chance of rate cut for December jump from 70% to 84% today. It was below 40% last week. Tomorrow PPI will be release about 1 hour before the market open and if it's good then we'll keep pumping. In other words we're slowly on our way to our yearly 🎅 Rally.
Okay but all of that information is theoretically priced in to the market and that’s why international PE ratios are so much lower than the S&P 500 PE ratios are. Stock performance isn’t about how much a company grows it’s about how much it beats expectations. NVDA for example is priced for explosive growth, you pay a much higher PE than buying some European bank stock
I wish i had your discipline. Held 200 shares of NVDA pre ai hype @ $115 and sold for a quick $10k profit just for it to take off on me to what it is today. I get blinded by a quick buck all the time. Had smci @ $77 pre split as well, made a lot on that one but could've made triple. Oh well, I never learn. 😆
What do y’all think of NVDA 4/16/2026 $200 strike?
rotation from NVDA into rest of tech. why
NVDA has a rocky couple of weeks ahead. Maybe it won’t go down. But if it doesn’t it will probably just trade sideways
The cycle goes like: Google dominant, Google on top, ppl forget NVDA regard strength, maybe months years To come, they take turns topping each other, then they kis-
Meta said they’re looking at buying Google’s TPU chips. NVDA and AMD dropped on the news
I am still long it and will hold onto these for the foreseeable future. Hop on board as we snatch market cap from NVDA
Scrolling the thread today it seems clear everyone and their mother is talking about GOOGL now. That's great! I also own NVDA - thoughts on whether it'll hit $220/share again anytime soon? I'd hate if that was the tippy top.
MM Gods give us plebs another shor at NVDA under $180...everyobe say thanks 🥹
Last couple months I would just look at NVDA after hours to see how market will be the next day, that hasn’t worked the last couple days lol wtf is going on. NVDA is now not SPY but inverse SPY 🤣🤣
Join me, brother. Put the sword to NVDA.
This is not a major threat to NVDA, market reaction is mainly noise (and overreaction). AMD is slightly more vulnerable because Google's TPUs compete in the same space they were targeting (inference workloads), but AMD still has MSFT and ORCL partnerships. And NVDA has AMZN, MSFT, TSLA, ORCL, and OpenAI partnerships. AVGO is definitely a winner here, and TSM continues to win as always. I'm not changing my weighting on any of them in response. Custom silicon has always been on the horizon, all the hyperscalers are building their own chips so this isn't new. NVDA was never going to be a long-term monopoly, hence their diversified business, but they still win near and mid term on the software moat (CUDA), training, adoption, networking and full stack integration, etc.
They get 50% of revenue from a handful of companies. Those companies are rumored to be exploring other options to buy chips. Report after the bell Meta is going to start buying from Google. That means less of Meta's massive capex potentially going to NVDA. Also, there may not be as many marginal buyers given the stock makes up almost 8.5% of the S&P. You have to really commit to concentrated positions to overweight it.
I'm aware of how good CUDA is and its advantages compared to OpenCL. However, 75% gross margin for hardware is crazy. That's fully unsustainable. And even if NVDA remains the market leader, which I expect it to remain, its valuation is almost guaranteed to drop.
Be funny as shit if GOOG dumps and NVDA pumps tomorrow
This is an odd post for me, my post split adjusted price for purchases shows me buying at $24.72 in 3/23. H200’s haven’t even been allowed to sell in China, NVDA is the Cat’s meow for AI, as much as Sam Altman is a liability to AI, Jensen Huang is a Kingmaker. I have no idea why you don’t realize what you have. Time in the market always beats timing the Market. You will be FINE.
NVDA bounce $176 after failed reversal. CAN under $1. PONY earnings pre market — hoping for an early market dip.
Feeling NVDA puts at the open, especially if google keeps pumping.
Both NVIDIA's GPUs and GOOGLE's TPUs will exist the same way AWS, AZURE and GCP exists. NVDA -> 220 GOOG -> 350 Let's go! I got shares of both!
Have you not owned $NVDA before? Missed out on April chaos? Deepseek chaos? Or when it dipped from 900s to 700s? Or 500->400? (pre-stock splits of course). Media hates $NVDA -- whatever is on top must come down! Makes for the best news headlines after all. If you can't have patience w/ NVDA then probably best to stick with QQQ.
The GPUs are not the consumer end product, the AI is the consumer end product. NVDA was always going to have good earnings because there is demand for the chips. The problem is that a growing number of companies are buying the chips with debt. These companies are betting that the end product, the AI, will be profitable, and there is no scaling business option that currently shows how LLMs actually profit. So NVDA has demand to sell its chips expensively, but the worries are about its customers converting that into profitable AI. And if their customers go broke, they can no longer buy chips. All that notwithstanding that NVDA also actually bought ownership into some of its at risk customers through these deals, so they have added that financial risk and no longer just sell the shovels at the gold mine.
I can’t wait to see NVDA at 30.