Reddit Posts
every woman is getting on ozempic
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Can we collectively agree to stop making the same donation before NVDA earnings?
The Better Investment Is Often One Step Away From the Headline
$NVDA Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese Al, According to WSJ
SPX one month premium at zero into NVDA, Jackson Hole, jobs, CPI and the Fed
NVDA raising prices 15% on certain chips per Bloomberg
Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports
Nvidia customers notified about AI-related price hikes above 15%
Has anyone had consistent success with the 'retirement trade' strategey of a morning reversal trade?
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Nvidia in Talks With Chip Startup Rebellions for Potential Deal - Bloomberg
Earnings week watchlist — these are the ones I'm watching next week
I built a free dealer-gamma + live options-flow terminal for SPX/SPY/QQQ. No signup. Tear it apart.
NVDA is getting a fresh China tailwind after limited H200 shipments were reportedly approved for ByteDance and Tencent, but the upside is still capped by restrictions on both sides.
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
21M, was up 101% YTD, sold half of everything Monday. Regard?
The queen of circular financing: $NVDA shelling out 105B to build a datacenter with SB Energy that uses NVDA chips exclusively. OpenAI is supposed to rent it after construction.
My bullish thoughts on Penguin Solutions $PENG and why I've been buying - CGPT edited
NVIDIA (NVDA) steps on the brake with AI spending, cuts in half AI guarantee commitment to OpenAI!
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
NVDA Dynamic Analysis: Ignoring Lagging RSI Noise
Are UBER and NVDA becoming more connected than people realize?
If You Could Only Buy One Stock Right Now, Which Would You Choose?
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
Chilling with this nice, chill green portfolio stretch today
Is this AI hardware dip worth buying, or just FOMO?
Why are these prices so out of place? APO ticker
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Mentions
Right, but I was in META/METU before the news that the trial was starting broke out. I was totally unable to escape that. NVDA, I got in because it had declined for like 6 days straight and I thought it would rebound a bit and I could get out. But I fucking guess not.
Yes dude. META/METU fucked me over good. And now I lost another 7k on fucking NVDA. August has been fucking shit for me.
Bro it's NVDA. Wait like a month tops
My luck is so shit dude. I touch something and it fucking drops. Lost 10% META and 20% on METU. Rotate into NVDA since it has dropped 4-5% from the highs last month, it fucking drops 3% today. Fuck my goddamn life dude. BUT you know if I full port into SPY puts, Trump is going to announce a deal with Iran, The fed will announce the money printer is starting up again, and some how inflation numbers will come in lower. Yeah, just my fucking luck dude.
Fuck my goddamn life dude. NVDA drops for like 6 days straight, I buy the dip, and it fucking plunges 3%. What the actual fuck dude. Yeah, it's not a portfolio destroyer, but that shit is fucking infuriating. After I got my ass handed to me with META. Smgdfh.
He is talking about how Anthropic and OpenAI have issues and then proceeds to buy fking NVDA puts lmao 🤣
I mean, being a gamer makes you understand the companies and the market a bit better than the standard joe on the street. Most of the companies are tied into tech or consumer discentionary, so generally knowing those markets helps. But if you are actively playing their products and know the communities well, you will have a better idea about the true state of the company having played their games. I think there may be an ETF related to gaming specifically, though it would also tied into entertainment ETFs, though I would do some research on that. I've been a gamer for a loong time. I used to own NTDOY stock for a few years, and I did fairly well with the stock. Also CRSR, who manufactures hardware, though I don't think I did so well - I didn't hold it for too long. Most of these I dabbled with when I was first learning about investing. I still own MSFT, GOOGL, and NVDA, although these are more diversified plays.
Market is just frozen in place until NVDA ER
I have NVDA stock. I also have amd stock 😁 this is just a side asset which is why I ask this thread
Flat till NVDA ER don’t fall for their tricks
kospi wont V, ts cooked but NVDA probably gonna keep going up because earnings
We all know NVDA will have great numbers at earnings. Price action will be decided by puts to call ratio.....
What NVDA went up after earnings??? It could! Because none of us in here have any real fucking clue of how this shit works
NVDA will announce a price increase which will divert sales to AVGO since they're cheaper.
There’s only one company yelling “WE ARE NOT ENRON” unprompted on twitter, and it’s NVDA
Dont We Require Positions or Ban for Posts like this? Where Mods? I do think OP you are right about the idea that these models are largely overpriced relative to their eventual capabilities and ROI however, you may be underestimating how long this party can be retarded before the Police return the downeys to their Wendy's labor camp. There have been alot of crappy 2000s comparisons going around these days but few will show you that the party continued well after the "hot" stocks of that market had IPO'd. We do move faster today but I would be remiss not to point out there is a fuck ton of money being set to be spent on DCs through 2030 currently. We got warehouses of NVDA chips waiting to be added to DC's that do not have their building/zoning permits yet. We have upgrades in technology as far as compute just getting better each year. Lastly, we have the China v. US dimension to this race. Either we win or the Yulin Festival goers win, we will spend alot to make sure we in the West come out on top. Funny enough it could be the FED raising rates again that sends in the SWAT team on this party.
Do you just not know how LLMs work or are you trolling? How does "demand will move to open source" mean "compute won't be needed anymore"? Frontier-competitive open source models still need data centers to run. No small teams or startups are going to buy $2M rigs with 2TB of vram to run Kimi K3 locally. They're going to pay for it over API and all that usage is going to be running on data centers using NVDA chips, owned by Meta, Google, Amazon, Microsoft. It's possible OpenAI and Anthropic will lose a lot of valuation. But the demand for compute and AI inference isn't going anywhere. Open source just drives it up because it becoming cheaper means it can be used for more things (Jevon's paradox). And here's one company that's become more profitable because of LLMs: Block. "We can ship higher-quality products much, much more quickly, and that's because of all the innovation that we've been pushing on as it relates to AI." https://finance.yahoo.com/technology/ai/articles/block-controversial-ai-layoffs-paying-023447498.html
AI sex bot revenue will save NVDA and the S&P in 2028
the world rest on NVDA earning once again
So let me get this straight, you're supporting people coming into threads of losing trades and talking shit without anything to back up their profitability? This CK guy saved this post, and rather than trust his gut and make the opposing trade, they would rather bitch at OP every time NVDA is down half a percent. Do you realize how pathetic that sounds?? And you're in here defending him. Find new friends, trust me.
Who is playing NVDA earnings?
Holy shit, this is even better. You've written 15 paragraphs explaining how frontier AI is dead, $2.5 trillion is going down the drain, Anthropic is going to fail, datacenter demand is going to collapse and Nvidia can't maintain its trillion dollar "evaluation." Then you post your positions and your huge winner is a $190 NVDA put that expires THIS FUCKING WEEK. Nvidia just fell from \~$228 to \~$209 while oil went up, long yields went up, Hormuz tensions got worse, tariffs came back into the picture and the market went risk off. Congratulations. You bought a short dated put during a macro selloff and made money. That's a good trade. It proves absolutely fucking nothing about Anthropic, AI ROI, datacenter economics or your BlackRock 401k rug pull conspiracy. Want to know which position actually resembles the thesis you've spent 15 paragraphs describing? Your June 2028 $160 NVDA put. **You're down 19.44% on it.** That's fucking poetry.
Odds that AVGO gets shittered after NVDA ER?
NVDA will be at 195 for earnings and fall 1% on the call. Everyone’s options are going to be worthless
NVDA will pump tomorrow before earnings then hit and sell off after earnings
The funny part is that NVDA will fall short of expectations and then there will be a collapse the likes of which the world has never seen before.
NVDA always drops after earnigns like Every single time without fail so why would you buy it before earnings?
Yea exactly, they are golden- they were selling shovels i.e. real compute power as in actual silicon. Just cause some gullible folk bought them in hopes of building us skynet or agi (or edi with fuckbody from masseffect), doesn't mean they didn't pay in cash. And even if this goes somehow tits up for NVDA they can still adjust prices and sell even more cut chips to gayyymers, so y'all get your rtx 6000 gaming series from glued together cut higher end models, still for higher price than rsmp of 5000
Something tells me NVDA is gonna be the catalyst to why the market breaks. 🔮
No, I've never gone to that sub. This is just my own opinion I was forming. Look up a recent Ed Zitron. He gives a compelling case that lines up with my perspective. I think the thesis is solid. The main risk is how irrational the market is. The thing is, I don't think they can afford to stall like they normally can. The economy is stressed, the strait is still closed, we have NVDA earning this week (i expect toned down guidance for demand), and Anthropic IPO in a month. I just see way more downside with almost no upside. I don't think we can absorb the trillions lost here without pulling down the market, it's 40% of tech.
idk, I don't have a crystal ball. But I think it hits the whole market easy just because of NVDA being valued at 5 trillion. That was already a pipe dream to think they were worth more than Microsoft, but even more so now that we know we don't have any reasons to buy all these datacenters, gpus, and energy.
There will be a fake bounce before NVDA ER and then that’s when I full port puts
NVDA will dump to 160-170
NVDA typically expressed lower realized vol than implied vol and has fallen frequently post earnings despite posting solid results. I’d look at iron flies or iron condors.
They're gonna continue to sell off semis because they know bagholders are going to continue to baghold praying a mythical $NVDA earnings pump will let them out.
I think the part I’m missing is how much of NVDA’s forward growth is already priced in at this valuation. A $92B quarter can be an incredible result and still disappoint if expectations were even higher. I don’t trade it, but “cheap” seems hard to judge from P/E alone when margins and customer spending could change so quickly.
...exactly? >Private equity, Softbank, Amazon, Microsoft, CISCO, and NVDA have to hold this massive bag of debt they spent on these worthless models and they want you to buy it from them. except that... they're not open ai or anthropic. they don't have tons of debt on models. it's like you can't figure out that hardware and software are entirely different things, nor that nvda/msft/etc isn't open ai or anthropic. like i said, ~everything you said was wrong and often backwards.
Today’s dump on NVDA and memory seems to be those fake dips that lures in regards (like me) to buy the “dip”. And once we feel safe and cozy with our 1 month out “leaps”, the real dump happens. Be safe my bols
NVDA you where the chosen one! You were supposed to defeat the bears, not join them!
Please bring NVDA back over 230... That's all I want...
NVDA will be fine good earnings or not it will be the rest of the sector that gets deleted lol
NVDA will kickstart the MRVL run into their earnings Thursday
My pleb ass bought one NVDA call. Just one... If it tanks, you're welcome bers
BE had a nice reversal today, I like it. NVDA not so much
NVDA and BE will be up tmr
NVDA dipping prior to ER is normal. The other thing is how much broader tech selling will happen to free up capital for Anthropic IPO. Anthropic financials, or rumors about them will leak prior to IPO. I'm basically in agreement OP but you might consider selling the puts and reevaluate closer to IPO. Fore too much other shit going on to be uber confident either way. We're going to have years to play this trade, up and down.
NVDA, picks and shovels. Still the same here, if you more team red, maybe I can interest you in some AMD perhaps
If NVDA falls 20% I'm loading up on that shit. No way.
NVDA is one of the companies most propped up by this. They can't keep the trillion dollar evaluation without mass data centers. A reality where people burn their cash in datacenters for no return is the biggest fantasy, but that's what it would require for NVDA to keep this evaluation.
I’m with you on NVDA calls, someone give this man a suicide hotline number
This is genuinely one of the dumbest AI bear theses I've read, and that's impressive. You started with a completely legitimate concern AI capex is enormous and eventually the returns have to justify it... and somehow ended up with BlackRock, Microsoft, Amazon, Nvidia, SoftBank and half of Wall Street secretly trading stocks back and forth to manufacture bull traps before dumping Anthropic on everyone's 401(k). "There is no demand for frontier models." Based on what, exactly? You got bored with one after two weeks? That's your demand model? Then somehow Anthropic failing means there is "no demand for datacenters, Nvidia cards, memory or storage." Do you think the only fucking thing GPUs do is train Claude? Cloud inference, enterprise AI, sovereign AI, robotics, autonomous driving, scientific computing, industrial automation, recommendation engines, apparently all of that disappears if Anthropic has a bad quarter. And Nvidia is "drowning in debt"? Jesus Christ, at least look at a balance sheet before buying puts. Nvidia isn't remotely drowning in debt. You took legitimate concerns about ecosystem financing and guarantees and turned them into "NVDA is financing the entire AI bubble." My favorite part is: "Name one company that has become more profitable with LLMs. NONE." NVIDIA. You fucking shorted the answer to your own question. And your market-manipulation theory is unfalsifiable bullshit. Premarket up? They're pumping it. Market down? Rug pull. Market sideways? Distribution. Other sectors rally? They're propping up the S&P. Semis rally? Bull trap. Semis fall? They're unloading. Congratulations, you've invented a theory where literally every possible market movement proves you're right. There is an actual AI bear thesis available to you for free: hyperscaler capex is enormous, OpenAI's financing is concerning, and if AI ROIC disappoints, infrastructure spending eventually slows and NVDA/memory/datacenter stocks get fucking hammered. Instead you've sold your fucking 401(k) and bought long-dated puts because you think some Avengers team of BlackRock, Nvidia, Amazon, Microsoft, Cisco, SoftBank and private equity is secretly passing shares around until they can "rug pull your 401k" after the Anthropic IPO. Maybe your puts print. Markets fall sometimes. NVDA could absolutely hit $200. But if oil spikes, the 30-year goes through the roof, tariffs escalate and the market goes risk-off, you don't get to scream "I FOUND THE RUG PULL." You got the direction right and apparently understood fucking none of the reasons why.
I have lost 120k and now have 2k left. I put it in for NVDA yolo calls. This may be the end boys, my wells gone dry.
Market has not been real since COVID. They know your every move. They bomb you with news and fud and hysteria and rallies and dips. Every cent from retailers that goes in the market is a target. Everyone is doing and thinking and believing the same thing. Everyone is exit liquidity. If they want NVDA to go to zero, it will go to zero. If they want NVDA to go to in the thousands, it will go to thousands. You really think any single company could be worth trillions? Don't be fucking stupid. 1% of their liquidity could wipe the books. They told you cash is useless: they made cash useless. When you don't have cash you are vulnerable, they get to set the price. They raise the bar and tell you to jump now because next time it could be higher. We are fucked beyond comprehension. Learn the game, not the rules. Fuck you by the way.
NVDA going to yeet to $260 after ER
I have AI and datacenter experience, so I think have a pretty good handle on this. I do think it's scary to go against big money, but to me they look trapped. They are stuck with NVDA earnings this week and an imminent Anthropic IPO
Inverse wallstreet bets… calls on NVDA
NVDA probably not gonna move much again after earnings 😤 Jensen needs to get back on the road and sign more boobies
Well, they would be perfectly fine except that they invested in compute for the LLM companies and also datacenters. The other thing is that NVDA has been priced in on the concept of an AI boom for a while, it's based on the hypothetical of mass data centers. I don't think that's possible with Anthropic failing.
I can't imagine a world where NVDA improves guidance. That's my catalyst. I think the OpenAI IPO is another possible catalyst, and that should be happening in September or October. Also, I think consumers are being stressed hard. I got laid off in January of 2025. A lot of people like me don't show up in unemployment data because I stopped looking. They fired me to buy GPUs. This is my revenge.
IV is doing all the work on those 8/28 190 NVDA puts
I hate to admit it, but they shorted the crap out of NVDA today. Far OTM Puts. Pretty sure they sold em for the premium to prime for the squeez.
Bought AMD and NVDA in 2023. Sucks to suck
Reminds me of that guy who went short at NVDA with "full conviction" at 90. I tried to warn him. NVDA went to 120+ in a few weeks
In 2 days I can’t wait to hear who NVDA is investing 500B in who then is investing the money into OpenAI who is then using that money to buy NVDA chips.
All the circulating credit issued by NVDA needs some sort of credit risk insurance. So likely, thats where the weak point is. If they don't have insurance on credit risk, NVDA will fall. If its some institutional investor group assuring the credit risk, then they will fall too.
My very first stocks bought were with a work bonus, and I always loved the saying invest in what you love. I bought TTWO and NVDA. Way before the ai hype etc. crazy luck. Invest in what you love!
If WSB inverse was a person. Said semis would rally this week until after NVDA earnings
If WSB inverse was a person. Said semis would rally this week until after NVDA earnings
Betting against SEMI.. if NVDA goes down, it will go down too😝
One red day after another. Either we shoot up to 780 following NVDA ER or find our way back to hell
I agree. I sold my NVDA and rolled it into my core tech ETF aside from my satellites because the ETF grows faster than NVDA. But I still see NVDA going up over time.
NVDA back to $230 after earnings
Prices after the AI gap down post NVDA earnings: SNDK- $1100 MU: $750 AAOI: $69 DRAM: $43 NBIS: $72
Fallacy. I see it everywhere same thinking. $NVDA has tanked into earnings, so that means it MUST pump post earnings this time.
I don't see NVDA being even a Trillion dollar company by 2028.
There was a guy in like 2022 or something who said “NVDA” can’t go any higher and put 50k in puts for like 6 months out. Then watched NVDA 4x that year… good luck big dawg
Agreed! NVDA will shock the world this time
since everyone is expecting NVDA to tank on good earnings, I think they're going to absolutely rip. Also think they're going to blow earnings out of the water and absolutely demolish estimates. Majority of comments I've seen on this are expecting a dump, so inverse.. pump.. Semis have also taken a beating over the past ~week.. IF NVDA absolutely shits the bed, that could be the beginning of a pretty disastrous unwind/AI bubble pop.. The reality is that our admin can't afford shitty economy heading into the midterms, and will do everything in their power to stave off a weak market.
There is no buy volume. Retail has no money to buy at these prices and they desperately need to offload all these massive evaluations before the IPO. The Anthropic IPO document is going to destroy NVDA by itself. If that hits before NVDA earnings, it's even more cooked.
Semi shakeout before NVDA pumps entire sector.
NVDA still undervalued and will pop after earninngs on Wednesday. Load up.
Doesn’t matter what Koreans are going to do Ben American MM’s are driving NVDA into the ground no matter what.
# Let’s hope the Koreans short the crap out of NVDA this evening.
Remember $NVDA bulls. This is just the market makers sHaKinG oUt wEaK hAnDs. Hold strong! It's dipped before earnings, so that means it will RIIIIPPP post earnings! Easy!
NVDA running down before earnings shows the sector irrational bearishness. Free money for retail me thinks
NVDA needs to blast past 240 post earnings for me to be profitable. I’m fucked
NVDA calls (coping here)
NVDA down 7 days in a row, last time was September 2022. Earnings leaked?
I got my dad to buy into Activision back in the 2000’s. He asked about NVDA in the 2010’s and we both got in and it’s been a great ride since. Also, AMD
I think it woulda been smarter to wait til after $NVDA earnings or give yourself more time on the expiration
GAMR top 5 holdings: MSFT (~12%) NVDA (~10%) Tencent (~9.5%) AMD (~9.5%) META (~9.5%) None of these are pure play gaming stocks. They will all move more around AI news rather than gaming news. https://amplifyetfs.com/GAMR-holdings/
Looks like Pelosi knows NVDA earnings are gonna be sweet
NBIS literally an NVDA shell corporation.
Specially now that NVDA wants its cut
Earnings is this week, NVDA gonna drop because everyone seems to still sell before earnings
NVDA really be the only one of two mag7 down today
If you all think that the government and wall st. will let NVDA fall, you’re out of your minds. We’re in an AI race against China and having a massive AI sell off isn’t in their best interest