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
The Department of the Army saw fit to give me money every month since I left. I used to use it to buy my wife something nice. Now I use it to average down on these NVDA leaps. GUH.
#NVDA GANG Members checking in dawg
How do I know this move is absolutely bullshit? INTU, CRM, NVDA, are all running at the same time. INTU and CRM inverses the market typically.
NVDA magically goes to $250 on low volume spx gaps up to over 9k and then we get a circuit breaker down to 5000.
Dude, I feel that. Had some NVDA calls last month that did the exact same thing. Up big early, then just bled out like a stuck pig.
It is literally impossible for NVDA and INTU to drop any further.
Boring. Just long term plays. Cash has been burning a hole in my pocket. MSFT, VOO, BRKB, NVDA, GOOGL and a few other international etf's
He said invest in American AI btw. NVDA is down 10% last six months. AVGO 9%.
The AI stocks are holding up quite well. NVDA doing fine. AMD been fine. AVGO TSM… even NBIS . Let me guess you bought garbage companies without researching?
Yes, but $NVDA is growing at 80% with a forward PE of 20! That’s a forward PEG ratio of 0.25! To me, the definition of Growth at a Reasonable Price!
Am getting NVDA calls after open. It’s only trap if you hold for more than 15 mins.
We're gonna have a PLTR, and some RKLB, and we're gonna have, maybe, maybe, a NVDA. Down in the flat, we'll have a little field of ACHR for the rabbits. And you get to tend the rabbits.
🇨🇳🇹🇼⚡️- Xi Jinping is formally inviting Taiwan's opposition leader for a meeting in China. NVDA bagholders getting fukt
#NVDA GANG Members checking in
You know I like Bill even with all the weird stuff he might have done on small islands. But Sam is in a big pickle and always has been. The valuation of Open AI and Claude's anthropic,.combined with NVDA the shovler and Palantir are retarded. You never go full retard. Therefore, we got another 20% drop in SP for sure. B]
Those buying the dip on NVDA will regret not waiting until it hits 150
NVDA and MSTR subs too.
Been trading options for a while and got frustrated with the flow data I was paying for. Every scanner I used just showed me everything — sweeps, blocks, whatever hit the tape. No way to tell if a $2M print was someone opening a directional position or a market maker rebalancing their book. So I started building my own on the side. Figured I'd share what I learned because some of this stuff isn't talked about much. **The biggest problem with raw flow data is position classification.** Most scanners don't tell you if a trade is opening, closing, or adjusting. That matters a lot. If you see a $3M put sweep and get bearish, but it's actually someone closing a put position they opened last week — you just traded in the wrong direction based on someone exiting. **Spread detection is the other blind spot.** A lot of what shows up as "unusual activity" is actually just one leg of a vertical spread or a straddle. Without detecting the other leg, you're seeing half a trade and drawing the wrong conclusion. I was doing this for months before I realized how often it was happening. **Things I filter out now that completely changed my hit rate:** \- Closing positions — following someone out, not in \- Neutral/unclassifiable direction — if the NBBO can't determine if it was bought or sold, it's probably not a strong directional signal \- Deep ITM trades — delta > 0.85 is just stock replacement, not a directional bet. These accounted for like 35% of total premium but had the worst outcomes \- Far OTM passive fills — small delta, not aggressive, just lottery tickets \- Market maker hedges — same strike, opposite sides, within seconds of each other. Classic conversion/reversal that looks like two separate directional trades **What actually improved my decision-making:** \- Full Greeks on every signal. Delta tells you the real exposure. IV tells you if you're overpaying. \- Accumulation detection — one print is a trade, three prints on the same strike in 20 minutes is a position being built. Completely different signal. \- Sector context — knowing if TECH has been getting call flow all week changes how you read a single NVDA sweep I also started tracking every signal automatically and recording outcomes. That was humbling. Made me way more selective about which flow I actually act on. Happy to answer questions about any of the technical stuff — position classification logic, how spread detection works, what actually matters in the Greeks data, etc.
I have FOMO about NVDA. I’m going to miss the bottom and it will be gone forever
Half cash, metered buying on horrible days targeting 25% down s&p for full investment. Enterprise software, housing, crypto already crushed. Don’t think we’ll see 30% down. NOW APP MSFT VEEV CRM DDOG DT NVDA META
Oh man you just revived memories back then from my options class years ago. I wasn't a great student, so that's why i excelled in the other course, investment (portfolio theory), the boring Warren Buffet stuff. With all the volatility today, especially in the tech AI (MSFT ORCL NVDA etc) since last year, any luck? Those who had a few Puts on It ORCL, lucky them!
NVDA green open on Monday?
so NVDA ever gonna be green or another red week?
NVDA to 120 probably or something
Brent is already going up. I’m going to buy more MU tomorrow. I am looking at NVDA also
### Japan carry trade ### Deepseek 4 ### SMIC chips that outperform NVDA's latest and greatest ### Oil $250
By orders booked, I assume you mean SNDK, MU etc...Zoom out a lil bit on their charts. They went up 1000% last year, a pullback always happens. Also there was news about google using 6x less storage so that was also a catalyst. Also, even with the huge tech selloff NVDA wasn't affected as much and has held the 165-175 zone which it hit many times this last yr.
Sold my bitcoin at 60k+ and bought NVDA near bottom because im a pc builder 20 years+ and used midjourney in summer 2022. Entered a little early but still got clean 800%. Being a gaming nerd was VERY profitable last 10/15 years.
I wouldn't take $10 to write June27 @ 200 on NVDA, so....my 2 cents, that one is probably going to turn out OK. Don't love your straddle game tho.
Waiting for NVDA see below $150 to load up the boat, I think we may see it if S&P drops 5% from here...
If it’s easy name more. Earnings have returned to sell the news events, you have NVDA and NVDA the sequel as case studies for that. Unless you saw something different.
selling NVDA and buying MSFT?
If NVDA hits $130, I’m selling everything I have and buying
So could Google I guess. And NVDA. Investing is always a risk. Do you see Amazon being dust in 5 years? I don’t
NVDA is solid for long-term if you believe AI compute demand keeps scaling, but at this valuation you're paying for a lot of that growth already. The real question is whether their moat holds as AMD, custom chips (Google TPU, Amazon Trainium), and open-source inference catch up. Nebius is interesting as a bet on AI infra outside the US, but it's much higher risk. Smaller player, less proven, and geopolitical overhang from its Yandex origins. Could work as a small speculative position but I wouldn't make it a core holding. If you're looking at the AI theme for 2030, I'd think about it in layers. Chips (NVDA, AVGO), infrastructure/power (VRTM, CEG, VST), and the companies actually deploying AI to drive revenue (META, PLTR). The power angle is one a lot of people overlook. These data centers need massive amounts of electricity and the grid isn't ready. For the 1-2 year plays, honestly pay attention to what big institutions are doing in their 13F filings. When you see multiple hedge funds loading up on the same name, that's usually a signal worth watching.
#NVDA GANG Members still checking in not in fear dawg
Hey, I feel you on the investing too much at once thing. I did that when I first started, too, and it's rough seeing those initial losses. Since you're young and still have income coming in, holding long-term might be a good play, especially with solid companies like AMZN and NVDA. Maybe diversify a bit into some ETFs when you have more cash? What's your risk tolerance like?
Early assignment is also a possibility. I was thinking to do the same thing with NVDA on weekly but got assisted in the middle of the week last week. I'm thinking to sell CC on those additional shares I acquired to reduce my cost basis but the stock price is needs to improve slightly even for that.
tbh, sounds like you're in a good spot with your finances. if those stocks are giving you anxiety, maybe that's a sign to ease off a bit. LLY's been solid, but NVDA and AVGO are kinda volatile. if you're feeling more comfortable with the SPY, it could give you that sweet diversification and less stress. just make sure you’re cool with the potential for less upside. what's your timeframe looking like?
a lot of stock valuations are unbelievably undervalued. - RDDT at $120 when war engagement will be a colossal boost - SNAP at $6B market cap when they $1B/year off subscriptions alone is undervalued - MRVL is supplying chips to MSFT and AMZN. They also acquired Celestial for next gen photonic chips. Grossly undervalued compared to AMD and NVDA - GOOGL at 280. You telling me Anthropic is worth 10% of Google when the latter has YouTube, GCP, Adsense, TPUs? - AMZN under 200 when opex outside of AI dev will go down
Possibly but don’t sleep on NVDA just getting approval at fed level and china accepted and KYC by Nvidia just went through Mid March so some very nice revenue should be coming In from china. I like the play honestly.
As a rule I stay away from pharmaceutical companies. They swing way too much in both directions based on individual headlines. So many things in the Nasdaq with better valuations and growth prospects than LLY. And honestly, lots of things more likely to grow more than NVDA also. Even just inside the semiconductor space.
NVDA’s been an awesome ride…avg cost $99 but with the law of large numbers kicking in, what looks like a weekly/monthly head and shoulders forming, and muted reaction to even great earnings, it feels like the easy upside is over. Feels like money is starting to rotate out of NVDA into newer leaders like MU and SNDK, so I wouldn’t be surprised if NVDA drifts lower for a bit while the next wave takes over.
NVDA’s been an awesome ride…avg cost $99 but with the law of large numbers kicking in, what looks like a weekly/monthly head and shoulders forming, and muted reaction to even great earnings, it feels like the easy upside is over. Feels like money is starting to rotate out of NVDA into newer leaders like MU and SNDK, so I wouldn’t be surprised if NVDA drifts lower for a bit while the next wave takes over.
Why aren't you just selling 30-50x monthly NVDA puts at the 20 delta You'd make more money and at least you'd also have something to show for it if the stock price drops
remember when $NVDA was at 80-90 last year.
I’m long AVGO and NVDA, and they’re my biggest positions. LLY was on my watchlist too but I find pharmaceuticals a bit more risky. I’m holding on to AVGO and NVDA. AI is still in early stages.
Iran closing the strait disrupts the global economy, not just that of the Western allies. China will get pissed off at some point if this drags on. One side doesn't want to be seen as negotiating with the devil since 70% of their people hate the regime while the other wants to declare victory in public and only cares about saving face. If they want full compensation on the damage and the US not invading or striking them again, those can be easily arranged. Let NVDA sell some Blackwell chips to China and tax them 50% or something and you can easily get the money in no time. The other is more of a pinky promise so it can be done completely under the table. I don't think the US or the rest of the world will agree to let them turn the strait into their own Panama canal, but who knows at this point. Maybe if Trump's desperate enough?
I sold $2k of NVDA in 2005 because it doubled in six months lol
I’m in at $460 for META and $325 for MSFT. If it crashes next week I might move those prices down $5-$10 but it’s starting to get to a point where you just buy and don’t check back for a year or 2. NVDA $145 and AMZN $170 as well.
Second. Holding NVDA since 2021 @ avg. $31.50. Current price does not bother me in the least. They have one of the strongest business models on the planet.
I know right. Duh, 2000, 2008, 2020, 2022 and even last year's short-lived April tariff nonsense. Unlike the dot.com/tech bubble burst, there are too many companies with much better balance sheets, earnings reports and most importantly product. For those nervous about individual stocks, either go with stable etf funds or the xl index funds. I think another 10-15% drop is entirely possible, but a rebound will eventually take place. The sky ain't falling. P.S. I'm not a MAGA-loon, I think Trump is as non-presidential as you can get, but where to put your money? I'm playing it relatively safe for now, I opened a 3 month CD at 4% apy. Matures in May, I think by then (I hope by then) the Iranian debacle is in the rear view mirror, and I will get back in. I sold my XLC, XLY and bought 300 shares of NVDA @ 175. Can't run scared, I'm currently looking to add ORCL and PANW. Not happy with the current state of events, but chicken little's predicting a 30-50% correction are need to get out and go the beach.
I own a little NVDA as I believe it is very undervalued given it’s growth. GOOGL would be my 2nd based on low PEG ratios.
Or whatever Michael Burry has to say. Somehow he can tank NVDA but can't tank PLTR or TSLA.
For growth stocks across all sectors though they’re down 30-60%. For people not solely in VOO and NVDA and WalMart it’s pretty ugly
I have NVDA at 100 soon, again i can't project too far out but i do think 50ish is possible
I can never resist NVDA at 170 or so, which is to say I got back in already along with NBIS PLTR. Eyeing GOOG though if there is one more pull back
So you think QQQ is going to 350? Where does that put GOOGL, META, MSFT, AMZN, TESLA, AMD and NVDA?
GME also trading at a market cap equivalent to cash in the bank (minus the $4B long-term interest free loan of course). NVDA can't say that.
The cycle depends on the news someone puts out. The news outlets have the power. Doesn’t depend on earnings look at NVDA .
It just dawned on me! Why would someone put out story about TurboQuant, which has been around for a long time . It all depends on your time frame. The BS report dropped the stock. Perfect for large groups who have a long term out look! Longer periods to purchase at discount prices. Weird the same thing happened to NVDA last year! Hope you all have at least a two year holding time or more. Worse off this is probably why they say a stock is cyclical. Just put out crappy article after they sell a bit and buy it back after trashing it and ruining for average Joe who can’t catch a break!
Gme up 2203% Jan 31, 2020 til now NVDA up 2718% Jan 31, 2020 til now I wonder what happens when the AI bubble bursts… economy already showing cracks… will shorts finally buy back the 6 billion fake shares they created just to kick the can all these years?
NVDA bols are organizing No NVDA Below 180 Rally.
Need NVDA 185 next week or I'm burnt
-50k and being balls deep writing CSPs on AVGO QQQ and NVDA
Kinda high risk stuff there broski. These are large positions😬?? My polite suggestions: I personally think the smart risk currently is housing (XHB), airlines (UAL, AAL) but the real juice is Microsoft(!!!!) & top tier enterprise software (NOW, VEEV, CRM). Software generally is dirt cheap so cyber like PANW & CRWD. And video games, they’re software too, so TTWO. NVDA, META, AMZN getting too cheap. Software, housing, airlines for a trade only. Hold core positions in NVDA, AMZN, 1/2 position in META. Hope google, avgo, tsm aapl crash so u can load up.
I started DCA in nvda February 2024, at the time it was being compared to Cisco in the 90s, talks of a bubble and that NVDA couldn't grow much more - now looking back it has doubled. There has been alot of crazy swings back and forth, I just held and was determined to not let the noise throw me off my thesis and conviction. I wouldn't go 100% in NVDA my port is 50% nvda...good luck!
I think NVDA is keeping the Ai sector from crashing. Its still sub 200 which I think is fair, AMD on the other hand.
Yeah, cash looks king rn. I've been making some really good cash on covered calls with my NVDA and MSFT, so I'm holding those premiums liquid for now.
I don’t see a world where a retailer could even come close to the growth of MSFT and NVDA. What’s your reasoning? It’s not like LULU is countercyclical Walmart and gets smashed compared to NASDAQ annual growth. This may only be the play if AI is a bubble and the bubble burst - and even then it would still underperform the big Mart.
All I see is correction. NVDA was overpriced, everyone kept thinking they will keep going green forever same with google microsoft and apple.
I bought, but very light… AMZN, NVDA, AIRJ, SSO, IBM, LLY, SOFI, ASML, BK. And when I say light, I mean light. Figure it’s DCA time. The market is basically almost back to where it was and I don’t see it dropping much further. If you include an inflationary factor of 2.4% for the past year, the amount of devaluation of your dollar, the S&P is up about 9.6%, the NSDQ is up about 18.5% and the DJIA is up about 8.5%. I believe that’s a reasonable point to DCA.
I’m waiting for NVDA to go to 160. Then I buy. I’m buying on way down
Down 30% here from ATH. Heavy in NVDA, AMD, PLTR. Throwing money at MSFT but it keeps dropping.
NVDA chart looking like TSMC is about to announce slowdown in chip production due to shortages of energy. Shit looks ready to crash 30%
I wanted to add more Google, but not sure if it will continue to drop. I did pick up NVDA around $169. I have also been adding more DGRO.
Such a fragile ecosystem and we put all our energies into chatbots. Die NVDA die.
I’ve done a bit of both in small amounts. Friday: VOO, MSFT, NVDA, AMZN, REMX, SOFI. Basically as a hedge against my belief that this has a ways to go. For the most part I’m holding on to my cash aside what is now moved into oil and oil calls.
I bought XLK, SCHG, QQQ and VOO in different accounts. Also sold NVDA and META long-dated puts for nice premium and bought a META Dec 2028 LEAP call at $400 strike price. Meta at 16x forward earnings is a good buy, even with the recent legal setbacks.
Yes. It finally is! NVDA, SPY, and TSLA is all WSB knows. They are all value investors now lol.
Sold some puts on NVDA, NOW. Bought TECL.
Heavily short SPY, short NVDA, long BNO. Seems like the obvious trade to make with indefinite closure of Strait of Hormuz and no offramp likely.
I’m not leaving this reply posted for very long. I will delete it. Reply so I know you saw it. The time to exit and get into cash was 1-2 weeks ago unless you own oil stocks. This is a longer answer and some background to my strategy. I have a pension and contribute an additional 24% of my income into an investment that pays 7% fixed return (not affected by the stock market). That is separate from my self managed trading account. That is what I share below. What you do in the (this unstable) market depends on so many factors. Do you need the money? Do you have retirement accounts or is this money that money? What is your investment time frame? When do you want to take profit? Short summary- I invested all spare cash every few weeks for over a year in one company and 5x’d (about 6 figures profit). Original investment plus long term capital gains tax removed from the market. The remaining capital is what I am talking about in this reply. It’s not money I need or expect to get back…. …didn’t like the unpredictability of the global environment and adjusted my self managed account a couple weeks ago. I went to 20% cash and added to a couple positions. sold out of OXY (heavy +20k $ position with 44$ average, last purchase was in June) and sold out of a slightly less heavy position in Target (90 average, sold at 118 a share). Exited a small loser as well. What I see as smart… Moved 10% of that capital / added to a CEF (closed end.fund) that pays .0619 / share dividend monthly (BDJ). I have it set on drip / reinvest dividend. Decrease in share price is a positive. Dividend pays same amount, buys more shares when price declines. The position is about equal to my original investment and now pays about 150$ a month. Anticipating capital to shift into crypto and crypto adjacent assets. Added and still Adding to a highly speculative company. 2 sides of the company - 1. mines bitcoin, 2. data center / ai. Extremely high risk and is technically a penny stock (current share price is 1.84). The position is down, but I don’t need to sell and have unshakable conviction (having done extensive research). If I’m wrong and I lose the entire investment, it’s not a biking deal. Beyond that… I am watching for discounts on my favorite blue chip stocks to buy with capital I pulled out two weeks ago. As an example, I like Amazon. Bought one share a few days ago at 210. Have owned 80 shares at 216$ share average and sold at 230$ a while back (months ago). I am watching for p/e to drop to 20 or below before buying in. I would like to own NVDA as well. I will delete this in a few hours, if you see it, reply. Happy to talk about the market and how to grow wealth.
Wrote puts on RDDT, MU, GOOG, MSFT, NVDA & AUR (and others, but intending to be assigned on these,) plus added shares of META and MSTR.
#NVDA GANG Members still checking in not in fear dawg
No, but if I could, I would add some NVDA with forward M<20
NVDA, MSFT, AMZN. All on sale this week!
PLTR, PSX, NVDA,XOM,Qcom
I buy call options and sell CCs. I read topics in this subreddit often and many times just smile and shake my head. People make options so complicated sometimes, whereas it’s quite simple. First off with call options THE number one thing is to do your research and buy options on stocks that are going to go up. Duh! Once you pick that stock, check the Delta, because that tells you what % of a dollar you get, or lose, as the stock goes up or down. Second, check the Theta, so you know how much you are gonna lose for each day you hold the stock. Then, because you researched, make a decision about how much you want to spend and how far out the all option will go. When will the stock you picked go up? Gamma and Vega really are meaningless, the stock going up or down is what’s important. Virtually NEVER buy calls or hold calls through earnings. You’re probably gonna get killed because of the high IV. Earnings IS the time to sell CCs. The high IV inflates the option prices and the day after the earnings come out, the IV goes way down as do the option prices no matter what the earnings were. This is such easy money it’s stupid. I have a substantial position in GLW, Corning, and make $6000 to $8000 a week in CC’s. It’s such easy money. OI I see as important if you’re looking to buy expirations way out on some really low priced stock. There may be no OI and although you may be able to buy some calls, you might not be able to sell them cause there’s no action in that stock. I see absolutely no use for OI when selling CC’s, because if you want to make money with CC’s, own some popular stock like AMD, NVDA, GOOG, TSLA, etc…… Sell them one week out. That’s where the money is.
> almost guaranteed double When companies are worth 3 and 4 trillion, it's not easy to double up. Much easier for AMD being only a 330 billion company. They can go from 330 billion to 660 billion ten times easier than NVDA going from 3.5 trillion to 7
Sold CSP's on SPY(570),META (400), ONDS (7), and NVDA (140)for mid May
NVDA should be tier 2. META should be tier 3.
Msft and meta. Sold me Amzn a couple weeks ago. I think I’ll rebuy under 190ish. Added some NVDA too. Although I think it hits the 150s. LLY and UNH are solid too. Added some sprinkles.
I started buying today. Smallish amounts, but $RDDT, $NVDA, $LWLG, $DRTS $MU and a few others. I think these will do well in the near future IMHO. I agree that today seemed like Capitulation. Lots of stocks down big and VIX spiked!
NVDA broke 170. The ayatollah is too strong bros
I bought some NVDA, MSFT, and DPZ
But MSFT, NVDA, META are somewhat immune and already pretty damn cheap. A slow fade in seems prudent.
This is a much more dire situation than tariff last year, but things are getting too cheap. MSFT/enterprise software is the best risk/reward imo, but NVDA & META are cheap. AMZN very close. Google is the future but just head & sholdered. AAL/UAL close too. Wish AVGO & TSM would drop more.