Reddit Posts
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Is Nvidia still worth watching or already too expensive?
Theory on real reason AI and Space are crashing
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
$IREN - heavily shorted this past month
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
June CPI missed big but I'm not buying the full rally yet
NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?
I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul
The NVDA debate has changed: the market is no longer arguing whether AI is real.
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Is NVDA dead or are they creating a buying opportunity for themselves?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Mentions
Ok saying this makes it less exciting. I’m was already holding a ton of NVDA MRVL AMD APH so I shorted Intel and sndk as I felt those were the least deserving of the AI pump. In the end they all moved together so it just evened out.
Genuinely can someone tell me what’s gonna happen to NVDA tmrv
NVDA +3% YTD just seems so insane
NVDA, MU, and TSM earnings still insane.
My NVDA is up 56% and 27k.
NVDA is going down AH, Asia market opened?
It's always like this during the earnings period guys. Then after NVDA earnings we bounce back.
When I was 16 NVDA won a great victory. I felt in that moment that it would hit 1000. Now I know it shall not even reach 300.
how fucked am I on my NVDA calls at 200 tomorrow?
There is a bubble on people calling for bubbles. These companies are printing hundreds of billions in profits. NVDA trades at a lower PE than Walmart. semis may go lower but this constant dot com comparison is lazy and weak. The market is correcting itself already. Kospi is almost cut in half. Memory down 50% already. The best is yet to come. Scared money don’t make money.
He will be correct. The issue is when. The only difference between billionaire and poor is when. When do we stop bullshitting NVDA value and let it collapse.
Michael: I'm not wrong about NVDA, I'm just early! Correct Response: It's the same thing Michael!
If we look back 25 years at the biggest companies there are a few notable names that have collapsed, but you'll also see that most all of them are still recognizable names today. Seems reasonable to me that most of the MAG7 exist in 25 more years. You have to go back 50-75 years for a higher percent of the biggest names to have closed their doors. Perhaps one or two of the MAG7 perform a corporate blunder and cease to exist by 2050. More likely that a few of them make a series of minor mistakes and are simply less influential by 2050. I would not be surprised to find Google or Amazon as the #1 company by market cap in 2050. I also wouldn't be surprised if it's a company I've never heard of. You don't have to go back too far for a time where only PC gamers had heard of NVDA and the transition to MAG7 from FAANG/FANG was fairly recent. Does SpaceX replace Tesla in the MAG7, or does it become the MAG8? Assuming AI is a bubble that pops, the names that survive will depend heavily on exactly how leveraged a company is when the pop occurs. I agree with the thought that the biggest tech companies of today are very diversified and will try to buy competition before it's a threat, but that doesn't always mean they are successful. My bet is we just see a continuation of the evolution of the MAG7 and in 25 more years it'll have transition 2 or 3 times, sharing a few familiar names from today while adding a few up and comers from the future.
Right but the subprime play had a hard ceiling on how wrong he could be. NVDA puts keep bleeding premium every single quarter he rolls them. At what point does the cost of being early just eat the eventual win?
No NVDA you were so sexy haha
I bought NVDA calls today actually.
NVDA is officially below what I paid for it
NVDA almost back to what I paid for it lol
Shit day, anyways NVDA to 250 tmr
[Apple](https://www.cnbc.com/quotes/AAPL/) on Tuesday briefly hit a market capitalization of $5 trillion for the first time, a day after passing [Nvidia](https://www.cnbc.com/quotes/NVDA/) to become the most valuable publicly traded company. Shares of the iPhone maker, which reports quarterly results on Thursday, have jumped 25% this year, outpacing its mega-cap peers. The stock reached a high of $342.89 on Tuesday before slipping a bit. While the hyperscalers — [Alphabet](https://www.cnbc.com/quotes/GOOGL/), [Amazon](https://www.cnbc.com/quotes/AMZN/), [Meta](https://www.cnbc.com/quotes/META/) and [Microsoft](https://www.cnbc.com/quotes/MSFT/) — are collectively pouring hundreds of billions of dollars into capital expenditures this year for their artificial intelligence build-outs, Apple has [kept its capex spending low](https://www.cnbc.com/video/2026/07/24/apple-and-the-anti-capex-trade-heres-what-to-know.html) and is using cloud infrastructure and AI technology from Google. Apple trailed its trillion-dollar peers on the market last year as investors worried that the company was missing out on the AI boom by keeping investments in check and delaying the long-awaited rollout of an upgraded Siri, which will be released this fall alongside new iPhone hardware. But the narrative has flipped of late due to concerns that the aggressive tech spenders are raising mounds of debt and going cash flow negative without a clear path to hefty returns. The [debate](https://www.cnbc.com/2026/07/28/hyperscalers-face-higher-capex-scrutiny-after-alphabet-report-panned.html) over the future of AI is embedded in the jockeying between Apple and chipmaker Nvidia for market cap supremacy. Nvidia, whose graphics processing units power most of the big AI models, became the first company to hit the $5 trillion mark in October, but the stock has been a relative laggard this year, gaining only 6%. Apple’s stock has rallied, meanwhile, despite price hikes on devices resulting from the global memory shortage. On Tuesday, Apple [announced Upgrade](https://www.cnbc.com/2026/07/28/apple-plans-to-lease-iphones-for-17point99-a-month-through-klarna-deal.html), a new program that will allow customers in the U.S. to lease iPhones and other products, instead of buying them outright. [Last month](https://www.cnbc.com/quotes/AAPL/), the company lifted prices on MacBooks and iPads, its first formal move to pass higher [memory and storage costs](https://www.cnbc.com/2026/06/19/memory-crisis-hits-such-extremes-that-even-apple-cant-be-safe-.html) on to consumers after CEO [Tim Cook](https://www.cnbc.com/tim-cook/) said increases had become unavoidable. Thursday’s earnings call will be Cook’s last as CEO, with [John Ternus](https://www.cnbc.com/2026/04/20/apple-new-ceo-john-ternus-faces-defining-challenge-fixing-ai-strategy.html) set to take over on Sept. 1.
NVDA suddenly killed on no volume lol
Can we at least get NVDA to 198 at close
I can't believe AVGO and NVDA are green today
Every semi is overpriced except NVDA
Why do I have a strange feeling they are going to pump NVDA finally
gonna pick up some NVDA 250c for long term can't decide between Aug exp or Jan
Idk when this net NVDA pump will be but i will be ready
Sell some ROST at all time highs and buy some NVDA.
Does NVDA even make semis? How are they green today?
NVDA below $200 seems like an easy buy so what is my retarded brain not seeing that should stop me from dipping my tip in
NVDA was the OG mu... who sold NVDA at 90/share?
Fun fact: I have NEVER made money on a long NVDA position. Calls have always been a loss, holding shares has been break even. I literally have ONLY made money cleanly selling otm puts and calls (premium). This stock moves in a gigantic range randomly and I just can't figure it out
So many people going “what about when the ai bubble pops” like… okay sure who cares I’m up 600% on NVDA it doesn’t even matter I’ll still be up 400% if it takes a major 2008 recession collapse dip
NVDA green, APPL green, GOOGL green, MSFT green... what are you on about?
Can someone banbet NVDA 210 EOW? I would but I can't do more than one banbet at a time.
You're going to need to explain this one. How is NVDA reducing need for memory, Jensen himself said memory is the most critical bottle neck for years to come.
You mean like how he called the 2008 financial crisis years before the people in charge actually decided it was over and let the market crash? If anything this just tells me to short NVDA because as you say, things are happening exactly the same way as when he shorted the housing market.
Point of order: NVDA started November higher than it is now, and closed that month down significantly so it's "up" 12% from the end of November. You might have higher resolution data than what Google is showing me, but not sure where you got 30%. Actually also he disclosed shorting TSLA at $416 in June, and it's $307 now. So he's batting .500 there, too.
NVDA is absolutely going to collapse once the AI debacle catches up to them. They took a stable, strong consumer GPU industry and destroyed it for the purposes of AI. They deserve to fail.
Don’t buy NVDA before Wednesday
If NVDA is a credit risk, then im chapter 11
I would make a distinction between portfolio level data and security level. I’m not using MS for security because…no one has good research for the public. Those are protected IP for buy sides. I use it to track and monitor my portfolio risks and MS does a good job since fund data is their bread and butter. Things I get out of it \- my major risk metrics: stock/bond/cash mix, country and region mix, sector mix \- fund look through capabilities: etf and funds are broken into individual securities \- weights after look through: things like “you hold 3% in NVDA through all your funds combined”
You are looking at high-end chips like HBM. I'm talking about consumer electronics aka low-end chips. They aren't the used for the most advanced NVDA GPUs, but you are starting to see TPUs/AMD/Intel chips on the rise, which will reduce the reliance on NVDA even though it will still have a huge market share. But that's signs of the trade peaking. On top of that, we just got news that China got their own lithography machines to mass produce low end chips. Even if the US bans them, it will free up a lot of SK hynix and Samsung's supplies for China and those chips will be sold to the US instead, further reducing the gap between demand and supply. And who knows how much longer until robots are mass produced. Elon basically just told us don't expect anything in the next 2 years. By the time robotics are sophisticated/cheap enough to the point where everyone has one in their home, the bottleneck will have been resolved a long time ago so there'd be no pricing power for investors to be excited about, just like we weren't excited about chipmakers that are producing chips that are put into ASUS laptops.
It’s a good mix. Be aware that a slowdown in AI capes will whipsaw it because you’re overweight NVDA. Other than that, I like the mix overall.
well to be fair, his short position may start paying off soon. NVDA has been losing share value for the last couple of weeks.
Wow, you really track your Reddit threads! I eliminated all my positions with these numbers (entered positions in February 2025): |**Symbol**|**Shares**|**Price**|**Proceeds**|**Gain**| |:-|:-|:-|:-|:-| |VGT|13,360|$112.43|$1,502,065|\+$428,622| |NVDA|2,318|$196.51|$455,510|\+$155,148| |PLTR|211|$131.53|$27,753|\+$10,923| |AAPL|71|$336.91|$23,921|\+$6,979| |MSFT|38|$389.10|$14,786|–$1,101| ||||**$2,024,034**|**+$600,571**| The plan is currently to buy VTI + VXUS + AVUV once the dust settles.
Thank you 🫡 for letting me buy more NVDA 🥰
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $191.99 (below) | $197.60 | -2.8% | Jul 31, 4:15 PM |
!banbet NVDA 191.99 3D
Only issue I'm having today is the damn bot caught the bottom, and sold a whopping 2 NVDA puts that are already up 50%. Sell more you POS, what the fuck am I paying you for?
If you don’t buy NVDA every time it’s under 200 you have a problem…….and probably an boyfriend
NVDA is special among the AI companies in that they are raking in a TON of cash. All this "investment money" is burning through other companies' pockets because it all ends up in Nvidia's bank account. So while NVDA may have future growth trimmed when the bubble pops, they'll still have tons of hardware, factories, technology, and real cash balances.
NVDA doing -2% the SPY YTD has to be one of the dumber things happening in the stock market lately. Besides for SPCX IPO I mean.
$NVDA $SMH $MU US semi down for Korea , US not Korea for big budget for defense and semi use for datacenter.
NVDA trades at around 20X revenues. Here is a quote from the CEO of a company that once traded at a mere 10X revenues: *“At 10 times revenues,* ***to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends.*** *That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes.* ***What were you thinking?****”* Ten points to anyone who can name the CEO and tell me how far his stock fell from peak to valley. Moral of story: Burry is not wrong, just early.
its because the guys runs on logic and so he will be right but as we seen with tesla,spacex,openAi etc that stockmarket can stay illigical for a long time the others need to crash first before NVDA can go down but as long investors keep pumping money in the AI drain NVDA will keep selling them shuffles and pickaxes
Held through so much red on NVDA (bought the top) and decided to cut my losses this morning because I don't trust this stock anymore. It reversed less than 3 min later. I'm done trading. I love you guys, but I'm too much of a fucking loser to ever succeed at this. Hope you all make it though!
The one time I buy NVDA puts. Your welcome
Stunt on these hoes NVDA
NVDA waking up like the Avatar
Why the NVDA reversal? Just cause Trump tweeted Kimi is an ugly model?
Did NVDA just say fuck your puts
Selling (to open) NVDA calls is the play here, and probably for the next year.
A wise man once told me NVDA doesn’t fake the V, grow some nuts and make your money back
SPCX and NVDA, the two value gems of the market, flip green
Reminder that COST is still trading at a higher PE ratio than MSFT, NVDA, AAPL etc...
+100% on NVDA FDs. People saying Nvidia will go bankrupt or default are actually delusional
thoughts on single stock futures??? Personally, I think this is a great idea. For instance, NVDA currently makes up about 8% of the S&P 500 and 14% of the Nasdaq 100. So if a single stock can move the market that much on its own, why not give it its own dedicated futures contract? People from the industry who haven't traded much futures probably have more incentive to look into this too, since it would expose more people to futures trading who are already familiar with the stock itself. Overall I think it's a great idea and something everyone should be looking forward to.
NVDA saw that it lost its market cap crown to Apple and is coming back for it
NVDA shreking a little
You all better buy NVDA puts. I'm about to jump back into calls, and I am on the worst steak of my life. You're welcome.
I shit you not, just paperhanded NVDA weeklies literally minutes ago
I know when WMT, UNH, TMO, ELAN and VRTX are all green, you guys with rockets and memory are taking a real beating. 😂 NVDA 200c 08/05 tho
Should I sell NVDA so it goes back up for yall
Where will you be today when NVDA turns green?
Bubble never burst when earnings strong like NVDA, MU
If NVDA falls 15% in a day, thats when you KNOW theres a problem, luckily, that hasn't happened 😁
Come on NVDA need you to MOON BABY GET IT
I was going to sell off my AMD and NVDA today but, uh, never mind.
If we didnt have mega cap earnings this week I would have sold my NVDA calls 8/31 however we do, so I wont.
NVDA about to go below $190 holy shit what an overreaction
These comments are so stupid. Energy is getting murdered, minerals, all tech except apple, space, media like Reddit/Meta, etc. It’s everything except Walmart and KO. Why a hole people come on the internet gloating about people losing money who invested in NVDA like you live for it is beyond me…..
How the fuck is NVDA down less percentage-wise than QQQ?
I was hoping for another 10% dump for NVDA so I can full port. Come one