NVDA

moatandmargin

I agree the demand looks real, and I'm holding NVDA, MSFT and GOOG through the swings. I'd just be careful timing it off sentiment, since fear can stay high longer than you'd expect. For me the better signal is whether the big buyers keep growing cloud revenue fast enough to justify the spend.

TooniesForTalent22

I don't like the business model because of the lack of moat, and the flooding of supply. I am not convinced at all this can be profitable. There are extremely high compute costs , and token maxing is done, prices are dropping already, revenue growth is slowing. I prefer investing in businesses that won't have competitors that can almost copy my product at a fraction of the cost. I'm not telling you not to invest, go for it. I was interested in NVDA at 170, sold at 225 and other than that have very little interest in that part of the market, there are other plays. It's been extremely profitable so far and I am holding companies that allow me to sleep well at night.

PxddyWxn

MRVL, LITE, SPCX, NVDA, AMZN, APP, RKLB, CMPS, PL To name some of them

Super_Highway_3405

Yes and no. Things tend to pop when the fed tightens; Warsh is a hawk anyway and would be reducing the balance sheet if he didn't inherit a clusterfuck.  The market has been happy to compress NVDA ratios and sit them below 20 forward for awhile. AI will probably still be a narrative to stick with even in a bear market, but those that have to borrow at high rates will either have to execute at a high level for years or get eaten. No, I don't think a bear market is here, I figure there's at least gotta be a rally between now and FOMC.  Also, lol Iran deal, I forgot you said that. That shit's coming right after our $5,000 checks. The inflation problem is likely much deeper than oil and it shows on the long bonds, but that's kind of irrelevant for now.

livingbyvow2

I think NVDA isn't really the issue here. The problem is that they are at the mercy of the hyperscalers squeezing them anytime they feel like it. For now they are likely playing nice because their growth is feeding their cloud growth, and they will get a nice pump to their net income through equity appreciation when they IPO (which is why they aren't being too aggressive rn and letting them run with the prize). The real risk is that they stop being such a major contributor and/or Cloud growth at the big guys starts diversifying away from Ant. Then if I were them I would just jack up how much I charge them for compute to eliminate a competitor and absorb their margin (remember the Bezos quote). The company appropriately lists this under risks, and is taking the right steps, which includes funneling the 200B+ cash they will have post IPO into building their own compute (which they already did through their Broadcom deal). That will be a massive drag on their cash flow as it will take a ton of Capex. This also means that while this is currently an asset-light business, they will turn into an asset-heavy, leveraged business in the coming years...

humus999

True but global demands for LLM inference are larger than demands for training. Huawei's chips are less efficient but also much cheaper (NVDA has huge margins on each chip). There will be more competitors. So it's not that clear whether NVDA will keep it's position longterm.

humus999

Everyone gets compute where they can but it doesn't mean that without NVDA they'll be screwed. Chinese models increasingly rely on domestic hardware and Chinese government is heavily supporting them to do so. NVDA doesn't have monopoly anymore and their position is going to get worse.

ObservationalUnit

Yeah bro. Deepseek doesn't have like 50k illegal NVDA servers they smuggled in through Singapore. Trust me bro.

Middle-Percentage816

Bro really did a whole DCF model on Anthropic just to realize Jensen is taking all the profit while compute costs eat everyone alive through 2030, calls on NVDA it is.

factsoverfeelings89

I’d be more worried if it was a continuous slow sell off, the fact that it has been so quick means there will either be a dead cat bounce allowing for exit or it will bounce back if NVDA earnings are good.  

bruceNook

Playing devil's advocate, at 13PE, it's only cheap if earnings will stay at or above this level for 13 years. I'm not sure that people realize the financing limits tech is slowly reaching. NVDA's customers are now piling on debt, so I think it's a bit ambitious to think chip sales will stay high for that long.

Upstairs_Whole_580

That's true. I've only ONCE used leverage... and it was on Vanguard at 10%... which is just too much. I think another reason people may be more nervous is all the bearish AI narratives... so much so that even with SKHY and when NVDA inevitably comes in at 115B, guides for 125B, it's still not going to move the stock as much. We're at ~13X F28 earnings. Shit is getting cheaper.

Zipski577

Makes sense. I'm sure AAPL earnings on Monday will be a big signal as to whether we continue/ reverse. It's now the largest company in the world again after NVDA drawdown. I haven't gotten the chance to dive into the specifics of what street is looking for on their report but off the top of my head, new iPhone sales might be a big piece and I cant imagine they have been great.. dont know a lot of ppl who were super excited to get the foldable one and a lot of trolling online lol. Ive seen that there is a lot of shares from leveraged ETFs that need to be sold, haven't looked into that much either. Historically stocks have rebounded well after mid term elections but no idea what to expect, a lot is happening

haze_from_deadlock

The plan is to wait for the IV to drop for a few days and then buy puts on trash like GOOG and NVDA again

Ok-Bed-9804

Hold the DRAM and the IREN. Get rid of IREN as soon as you breakeven or get profit. There's a chance neoclouds can come back but they're the most exposed to the growing circular AI debt. If the AI trade does bounce, memory is the king. There is no AI trade without memory and NVDA. Don't know the rest of these names

TheIslandLifeSucks

You just wait for Nvidia earnings report. Jensen will show up with the slickest leather jacket, claim AI will make us immortal. NVDA : +28% SPY : +10% QQQ : +22%

Spac55

BigTech are global companies. They have a big cash flow, generating from consumers using them globally AI companies don’t need government bailouts. They can modulate their spending, don’t need government money at all. All adopt AI use; $SPY $QQQ $NVDA $MU $KLAC $TSM all go up

sciuridae

i thought i caught the bottom on NVDA last week but it kept falling like a knife so now we are all baggies together

Draft_Gods

They’ve taken on \~30B in debt to fund a stock buyback and the market hasn’t batted an eye because their earnings look good. But their earnings has been distorted by investment gains in Anthropic/MSFT/NVDA for 4 consecutive quarters, propping up EPS and masking an inflated P/E. At their next ER (their first “clean” quarter in over a year), I’m expecting a correction when the market sees underwhelming operations.

one_day_I_will_do_69

Usually the pro's have an interest in a field and don't mind spending years building models, reading 10-k's or whatever, be curious. you should know why you're doing something, if you don't make sure you have a tight stop loss. Or chase what everyone else is doing (NVDA) and hope shit works out

Aggravating-Mud-5275

Valuation are some of the lowest in many years(google, NVDA, etc).

puzzleimpossible83

Don’t think NVDA has to cook their books.

nobaddays2320

So about 2 years ago the Chinese said they had some super fast chip that would run as fast as NVDA chips at a fraction of the cost. Which tanked the market overnight. What happened to the chips? did the Ai agents take them out?

realribsnotmcfibs

NVDA laptops are $$$$. The ones released so far are 6-7k. The lower ram ones may be a real winner but as others said it is windows arm. A software known historically for being ultra trash even by windows standards. Apple really has the affordable laptop market on lock. Their OS works and isn’t so heavy. They can bin old iPhone chips and shove them in their Neo generation after generation. I have a high end desktop at work and home …but if I’m not gaming or doing CAD work I use my MacBook 10/10 times.

Zipski577

Yea until you start seeing posts where people are saying that they wish they never invested in tech stocks, or the market at all, AAPL, now the largest company in the world again, reports on Monday after the bell. NVDA reports on the 17th. If 1 or both of those companies follow the trend of META, INTC, GOOGL, AMZN, etc, then we could be in for a lot more pain and suffering. Then again, they could reverse the negative sentiment entirely. Different subsectors of the market also stand to benefit from different outcomes in the midterm election cycle next week (sentiment wise, at least). Vaccine makers JNJ, MRNA, and PFE got slammed when RFK was approved to become HHS and it never actually changed anything for those businesses. Not to mention Iran war/ Trump tweets have more influence on market direction than they ever should have, but unfortunately the reality. Who knows what will happen, lot of noise and earnings left to be reported. And reverse Reddit sentiment tends to be a highly accurate signal lol. When there’s a lot of bullishness/ bearishness = chop. Overly pessimistic = bull market continues. Overly bullish = down we go.

Zipski577

Hahaha my exact thoughts seeing these posts. We are currently in an equity market where a huge portion of the participants have never experienced an environment that “buying the dip” doesn’t work exceptionally well almost immediately. Retail trading/ investment activity skyrocketed in 2021-2022 and has been high ever since. Liberation day and the start of the Iran war this year made people’s confidence in the strategy even stronger. I’m not saying it won’t continue to work right now. A lot of things have changed, and Trump announcing a peace deal or some shit could make the market bounce back out of its downtrend like it did in the end of March, despite not being true at the time (in fact, I’d be shocked if he doesn’t try something like this as soon as Monday ahead of Election Day/ voting). But am I shocked to see massive tech companies like Intel lose 30% on earnings announcement? No, because the exact thing was happening in the opposite direction earlier this year. It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. When these things happened the idea that they could also lose just as much, or more, on one report became very realistic. Big tech companies are now making single day moves that used to be reserved for small cap, clinical stage drug companies on trial readouts. If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now. We’ll see what happens but I’d reckon a day will come eventually that simply “buying the dip” blindly (which is not the same as DCAing btw) will kill a lot of ppl who have been led to believe it’s a full proof strategy

Xdddxddddddxxxdxd

“What I’m wondering is whether investors are starting to pay more attention to how much money these companies actually make, rather than just how much they are growing.” Are you implying NVDA does print money??

RepresentativeQuit18

There was a Lambo or Ferrari in NYC with license plate 1TRADE. Yours should be NVDA; depending where you are it might be available. 

alex_on_redd1t

NVDA launching laptop doesnt scare apple shareholders one bit ?

xopizzaguy

Read above. In the hands of AAPL n NVDA

Gyngerbredman

Honestly nobody knows short term with all the noise right now. What I'd focus on is anything down 90% with 3 weeks left needs a huge move just to get back to even. I'd probably close the worst ones and keep whatever cash is left for the next trade. Next time try smaller size and more time on the contract so one bad month doesn't wipe it out I mostly Trade SPX 0dte, NVDA, and TSLA

pussy_ass_licking

The only thing that is in a bubble is spy. Every tech stock looks so undervalued. It’s hard to digest that NVDA is trading at 14 forward pe

Spac55

What a week—the Fed’s FOMC, major earnings, tax-loss selling & oil prices, Vix Most of the institutions & big funds did tax-loss selling,closed the book by October end Ready for $NVDA earnings spike $MU reported $52 Billion revenue Next $SPX $NDX $QQQ $XLK $XLC seasonal spike

Final-Housing-6420

I did the same, bought a 2024 Huracan brand new  Then it had problems and I sued Lamborghini.  Got paid $100,000 settlement, kept the car and it didn’t get a lemon on the title.  In hindsight though, I wish I did NOT actually sell my NVDA. I sold about 120k worth for the down payment. If I could go back, I would have just borrowed against my NVDA shares instead of selling. 

ItalianV4

yes, pluses and minuses. to bring it back, I got into NVDA at around 20 and capped my gains at 75 (sold covered calls and the stock ran away from me). got to bury those talents.

DrHarrisonLawrence

“The best moat in AI is to have money coming in so you can keep building more” Is that NVDA, AMD & CRWV then? u/Lord\_\_\_Rictor

Cash_Option

NVDA license plate?

When_moon_and_Lambo

Good question. Delta already moves the strike further out when IV is high, so a .20 on a 100% IV stock is a lot further away than a .20 on NVDA. What it doesn't account for is gaps, and RDDT is the proof: low delta, still blown through. So right now it just flags it and the sizing is on me. My rule is the 100%+ IV names get half size or less, and I skip them entirely if earnings land inside the expiry. Honestly, adjusting size automatically by IV is something I should probably add.

No-Poem9996

Low delta in a stock with 100%+ IV is not the same risk as low delta in NVDA do you adjust strikes or position size for IV or just flag it?

zendaddy76

I usually look at forward pe and 250 day moving average. If macro environment looks ok, I add to my positions where I have conviction. But this is in my Roth and I’m holding for at least 10 years. I started doing this in 2016 and have outperformed VT by 82% in my “play money account” (which I limit to about 100k). You can’t win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. That said, 90% of my investments are in VT or TDFs. This year I’ve added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN). I still hold AAPL (my first stock pick in 2016, followed Buffet) and NVDA from 2020. Play the long game and be patient. I’ll be retiring 3 years early bc of my winners. 👍🏽

General-Lie8709

Comments think a guy who’s been holding NVDA for 6 years (after all the hype and gloom surrounding it) is gonna regret this. I’m sure he’s got his finances in order and this was a calculated decision. Hell yeah dude. Enjoy it

CalebVanPoneisen

NVDA be rubbing their hands.

norcalnatv

1. Temporary. Long term growth/outlook is not in play. 2. Nvda Key Valuation Metrics * **Forward P/E Ratio:** \~12.95 – 13.08 * **Trailing P/E Ratio:** \~25.87 – 27.09 * **Market Capitalization:** \~$4.94 trillion This is the soon to be the most profitable company in the world. $1B a day in profit and it's growing at 70%. Its a goddam bargain. 3/4. Your timing is your timing. I'm personally buying NVDL next week and will hold to / thru earnings minimum. Beyond that I have a very large, very long position in NVDA and holding -- that isn't going anywhere. The chip market is melting down for two reasons: "AI Bubble" shouted EVERYWHERE, and no one wants to be the one without a chair when the music stops. Intel's results weren't bad, but their outlook was terrible - that's a problem of new management not setting expectations properly. The market is on a hair trigger because these $Bs in AI investments aren't paying back immediately, ie, fast enough for wall street. That mentality is STUPID. The street has trained the market (retail mostly) so they can juice the market one way or another and take your money as/if/when you panic. Be fearful when others are greedy and greedy when others are fearful. I'll be buying.

shmito17

NVDA is the market. They bought at the end of the session to keep it above its 200 SMA. I have a feeling this week will be green.

b_fellow

his original Jan 2027 puts position were purchased when NVDA was in 110s

Swimming_Film

Also, a Lamborghini isn't really a depreciating asset, at least not where I live. It tends to hold its value much better than an ordinary car like a VW Passat or a Škoda. Reason is that getting a brand-new Lamborghini from a dealer can involve a very long waiting list. Another reason is that some buyers are willing to pay a extra to get the car immediately. For example, if someone has just sold their NVDA stock and wants to buy their dream car today rather than wait a year for delivery.

prochac

I sold NVDA just before GPT 3.5 announcement 🫡

ALMessenger

A sports car is not a wise purchase but I think it is probably less foolish than going long on NVDA under these current circumstances NVDA is like Brando from Idiocracy

Ceoofgym

Congratulations but NVDA is just getting started… bad call but your choices not mine

Ok_Macaron4447

Genuinely curious, I’ve always loved the idea buy-borrow-die. I know you can borrow against a stock portfolio, but isn't it riskier than doing it with real estate? Stocks can drop 40–60% fast (NVDA did in 2022), which could trigger a margin call, while property (which I’m planning to get into in a few years) is less volatile. How do you manage that? Do you keep your loan-to-value really low?

Ok_Macaron4447

Genuinely curious, I love the buy-borrow-die idea. I know you can borrow against a stock portfolio, but isn't it riskier than doing it with real estate? Stocks can drop 40–60% fast (NVDA back in 2022), which could trigger a margin call, while property is less volatile. How do you manage that? Do you keep your loan-to-value really low?

HackingHardDrive

NVDA +4% tomorrow on this news just because.

mortalomena

This is assuming NVDA holds its price, decent chance it will plunge at some point in the loan.

LAMG1

I am only trying to suggest to selling NVDA for a Lambo is stupid.

Illimited_Esoterica

Just an appetizer. Most of you have never traded in a real market. You've been playing the tutorial mode the last few years where you can just keep buying MU and NVDA calls and eventually you win. We'll eventually return to a time when you can lose and keep on losing until you aren't allowed to lose anymore because you're living in a box behind Wendy's.

One_Yogurtcloset3455

What if NVDA doesn't do more than 5.5% every year? 🤔

iCameToLearnSomeCode

Something tells me if they have 2000 shares of NVDA it's probably not their only investment.

ComprehensiveKiwi489

If you’re wondering why AMZN is junking 2-3 year old NVDA H100 and H200 chips (storage or destroying) instead of selling them, the answer is simple…If a flood of H100 and H200 chips hit secondary markets it would destroy hyperscalers revenue.

Pristine_Eye_8361

FWD PE of 18. The TTM PE is wildly incorrect. Meta also trades at a FWD PE of 18 with no AI risk and higher revenue growth. NVDA trades at a 13 FWD PE. Google is not abnormally cheap here.

babbagoo

NVDA could deprecate faster, we’ll see

Mustatan

AI industry run and and lead by historic fraudsters like Amodei, Altman and Elon pushing obvious scams with no hope of ever turning a profit and historic debt traps, using circular financing and creative accounting with NVDA's collusion that would make Theranos, Enron and the original Ponzi blush, and literally the most obvious rug-pull pump and dump IPO plans in history even openly planning to exit and grab F shares on Week 1 just hoping for enough retail regards to get exit liquidity. Except unfortunately even META, GOOG, AMZN, MSFT and of course ORCL have joined in the regardation and lemming-racing and that's all sucked in even the hyperscalers and shovel sellers like CRWV, INTC, AMD and NVDA itself (and even AAPL indirectly) into charging off the same cliff.

Nolpppapa

IKR? When someone says they made enough on NVDA to buy a Lambo, you're expecting that they made 10+ million. This regard made less than 500k.

Mustatan

Lol this, we took a hit too, fortunately exited most of our earlier positions but still took AI bubble losses and kicking ourselves for not seeing the light sooner. So ridiculous how the AI industry is now sucking in even old Big Tech titans like AMZN, GOOG, META, MSFT and of course ORCL, to the point they seem committed to collective hara-kiri as a business strategy. Or volunteering to be lemmings off the cliff for better analogy. Cut off their own cash cows for sake of massive blind data center capex with not even a hope and a prayer of actually making money, when [the ROI stinks](https://www.apollo.com/wealth/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector), [Americans overwhelmingly hate it](https://futurism.com/artificial-intelligence/americans-turn-against-ai-poll) and China and Europe can just be the mole in whack-a-mole and pop up perpetually [with cheaper](https://finance.yahoo.com/technology/ai/articles/businesses-experimenting-cheaper-chinese-ai-185931713.html) [and](https://enlyft.com/tech/products/mistral-ai) often [better AI options](https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html). Even NVDA, AMD, SPCX, INTC and the other shovel sellers are getting sucked in or already hitting negative cash flow or debt, even AAPL isn't untouched, the memory cost insanity is helping cut it's sales and their earnings don't back up that P/E anymore. The dumbest part is the "leaders" of the industry are such obvious no-profit mass scams for Big Tech to get sucked into, it's like putting together all the biggest hits of financial and business fraud from the Ponzi scheme through Enron and Theranos, complete with circular financing and creative accounting, and hundreds of billions in rising commitments that even the dumbest fantasy math can't ever repay, even with the AGI BS or if they had half the economy. It's basically a cash-burning machine, except Amodei and Altman could give Elizabeth Holmes a run for her money with the latest BS. Putting up an IPO begging for $2 trillion while you have junk bond status, historically massive debt and losses, oh and you alter the IPO rules so you the big insiders can basically unload on Day 1 and most of the rest shortly after, oh and they get the majority F shares so the small fry shareholders can't even steer the company? As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. So Dario and Sam can grab it and run and maybe sell it to the big names. It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

KnockedDown55

If AMD tanks, will NVDA tank?

Glittering_Soft_1531

You can’t drive NVDA stock

weissensteinburg

Scroll through the rest of the front page of WSB today and remember that NVDA will not necessarily go up every year. The interest rate will not necessarily stay low. It's real, but there is risk and volatility associated with it that you need a way of handling.

diamondiscarbon

Makes it even more stupid to sell your NVDA portfolio for a lambo then, innit?

Clackamas_river

Lame the 911 Turbo S is such a better car. I bought an F350 with NVDA and a 911 Turbo on MU.

MilesPointsCash

Hey man, congrats! Not what I’ve spent my gains on, but similar because you do only live once. However, one thought of mine just to help someone out who’s also living for maximum fulfilment in life (in case you have a cooling off period where you can adjust your decision). I chose not to buy an expensive supercar only because the more fun decision was actually to rent them or do track days in rentals. Why? I mostly enjoy doing fun shit with my friends, and most of my friends don’t have supercars so if I owned one, I might be using it on my own for the most part. BUT if we all plan on a weekend to rent a fleet of cars for 3 days and 2 nights, we effectively get to all drive a few wicked cars, and we also spend a fuck ton less money, and have zero shits to give about maintenance or anything like that. I also own a motorcycle that I use at the track that gives me more enjoyment than the car and is much cheaper to operate (I also run airbags and other safety equipment that make it safe enough that I’m not worried about dying or anything like the squids on bikes). This allows me to remain semi-retired in my 20s, live like a king, do cool shit with friends endlessly, race motorcycles like childhood me dreamed about, and travel the world in the winters. At the end of the day, there are a few reasons why owning is better for specific people and specific things. For me, owning the bike solves those problems, while saving me hundreds of thousands over time. Just some tips from someone who also doesn’t give a fuck what other people think of my decisions, and I’m also living to spend every dime I make long before I’m too old to enjoy all the money I made while grinding my ass off. Enjoy the lambo, wicked investment with NVDA, and do what feels right for you, but start by testing things out in a way where the decisions you make first still leave you with the ability to test out the alternative option next (if you can). P.S. I’m not really part of this sub and I just randomly get some posts on my feed, but are people always so rude to anyone that has some success with trading lol? Like you may not agree with this guy, same as I don’t, but cars are important to a lot of guys who have never really cared about travel… there’s nothing wrong with that. We can understand people have different wants out of life without being awful to them simply because we disagree… the first thing I bought was a completely expensive car that probably wasn’t the smartest idea, but then the Iran war happened, I put solar panels on the house, and now I drive an 11 second quarter mile car (or it mostly drives me around when I couldn’t give a shit to drive) for almost nothing per 100 KMs since my only expense is tires and a couple maintenance items every couple of years. An impractical decision can also be one of the happiest decisions you can make if you actually consider what you’re doing because you do it.

Outrageous_Area_7118

Killer gains on NVDA congrats

bubblegum-rose

Who’s the grim reaper coming for next week? TSLA? NVDA?

Wolf_of_Fasting_St

Usually at that level of wealth you have a wealth manager (financial advisor for truly wealthy like 8 fig 10M plus) You can simply ask your wealth manager and they will set you up. There are a ton of different companies and ways they go about it but we use Baird and we can have a 7 figure SBLOC backed by 8 figure portfolio. They do require it to have low cost basis but we are holding NVDA in the $4.60 ish range so it’s never an issue

DentistPresent4258

NVDA price goes up and down. Lambo lasts forever.

ryancrazy1

I sold $5000 of NVDA Oct 1 2022 to put a down payment on a Volkswagen.

ybl84f1

I think you missed all the strategic analysis and forward thinking of those results. Without writing a diatribe some things that are serious concerns for Google in very short form: 1) G is driven by ad revenue, and that is under serious threat as users use LLM more and more for search. G search - their primary revenue source, is under serious threat. 2) Monitization - it is completely unclear how anyone will recoup their FCF from AI. In G’s case one of the biggest use cases - Gemini in search - is free! It’s customer retention instead of revenue…that is NOT ideal. Separate example - Microsoft’s CoPilot for subscriptions is somewhere around a dismal 10% take rate. Google has not demonstrated how they will recover the HUNDREDS OF BILLIONS of $’s they’re spending. 3) enterprises are now clamping down on tokenization costs from an earlier “use AI no matter what” experimentation phase. That has a direct impact on Cloud revenue & growth. You need to think a bit more strategically about those results coupled with what is happening in the market and ecosystem. #1 above is an extreme risk as it could happen in an incredibly short time span - just look at the threat posed and G’s response when the Fed almost made them divest Chrome and Altman was going to buy it…Google would have been reduced to a shell of a company overnight. (If you don’t know the details of this episode I recommend you spend some time studying it - it could have been the beginning of the end of them). There is good reason Google tanked and that the tech market has moved sideways this year. (NVDA is now back to where it was a year ago!)

Working-Attention-70

Selling $NVDA to buy a Lambo bout the worst mf thing you could of did. Ultra-regard

Over-Young8392

all cashflows lead back to NVDA

Jumpy_Bus7817

NVDA is interesting. Briefly up for a bit this year, and its back to where it was last year. Average price targets have it around a 60% upside. Even if half of rhe most bullish targets are high, then its still a 20-30% higher projection. I think it might go on a similar run like MSFT did back late this summer

No-Clerk2157

Sold my lambo bought NVDA

option-trader

Yes, his NVDA position would have shown that he had cash to withdrawal through margin. He holds the position and gets a lambo. No tax because the position is still open.

Valkyrie_Skuld

How much money would it take for NVDA to rally like AMD or MU, do the math on it seriously

Valkyrie_Skuld

No I mean when NVDA was up I said puts because the market cap is fucking huge it never stays up

Valkyrie_Skuld

u/AndItsThetaAgain did you buy NVDA today or not yet

HystericalSail

In at 280.11, short nov 27 calls at $300. Not sweating either position. I had cash earmarked to buy another tranche at 260 and a third at 240, blew one of those cash piles on NVDA and RDDT instead today. Well regarded, probably.

Harp-Note

I made 30% off NVDA lottos today, wasting like 90% of the trading day stuck in it. I should've just done QQQ ugh. Then EOD I switched to calls and made 100%. But I still feel like I missed out on a lot. :wendys:

Hedge_fund_billi_420

OP going to hold lambo longer than NVDA to get a return. Prob 20 years or so

diamondiscarbon

I dont kno ur financial situation but if I had to guess I would say your salary is at best average and NVDA was likely your largest account. I specifically said you DO know the value of holding. Again, im all for you enjoying life. I love that philosophy and spend like that myself. Can you explain why you even sold rather than borrowing on your stock? Were you unaware of this option?

MrGreenThumb261

Nice. Congrats. I sold too NVDA when I had covered calls out there a few weeks back and managed to buy a lambo sticker. Glad we can relate.

Calibre1120

Seeing RDDT down about 29% and NVDA down about 4% on the same day really shows how broad today's selloff felt, not just one name dragging things down.

ManiacsInc

My first lot of NVDA is up over 10,000% but too bad all I could invest was my lunch money

Realestateuniverse

Says you, without 3M and without 2000% gains on NVDA

Burning_Flags

Hope you have more NVDA stock to sell to pay for the maintenance

FTG8888

Idk how much these cars cost, I’m going to say 200k to be safe but it’s likely much more. I don’t think anyone is loaning you 200k against 600k of collateral with that collateral being NVDA stock. It’s ok to pay taxes, taxes are relatively cheap right now compared to the past.

Electronic_Bend3124

What’s more guaranteed? Your high paying job or NVDA? You see what happened to what was considered bullet proof stocks, Nike, Mcdonalds, etc.. Time is the most valuable asset in life.

haze_from_deadlock

What you have to realize is that this isn't an opportunity for young people to buy the dip, this is an opportunity for young people to *learn to short*. Your favorites like GOOG, NVDA, and Bitcoin are not going to see new all time highs for many years, if ever.

BarbellPadawan

Imagine selling 400k of NVDA and buying a lambo rather than spending it on 0DTEs.

1M-to-Zero

Few mins before market closed I was just about buy 40 contacts 0.25 trading each. But then friend of mine met in hallway at work and said oh government and NVDA invested, its at the bottom amd they will run into 100.

OddSand7870

Can’t wait for the “Just wrecked my NVDA Lambo” post in a week.

dtlabsa

For real. The idiot should have sold at ATH. Dumb fuck held this long only to lose out on that lambo maintenance money. I for one would have bought NVDA when it was $.05, and sold at not one cent less than ATH.

beeArebel

it's $GOOG , not $NVDA. short dated ITM google calls will be crushed by volatility anyway. it's gonna move sideways for a bit