Reddit Posts
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?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
Mentions
\*\*Hardware - Model relationship\*\* I think you have a deep misunderstanding in what NVDA hardware provides. Model quality/superiority has nothing to do with hardware. Better accelerator means doing the same job in a shorter time. You can train the best model available right now (Fable? Who knows..), on a nameless chinese shitter gpu. It will just take more time. Time = money. You should look at \- Performance \- Lifetime \- Energy consumption per token \- Software Ecosystem \*\*Competition\*\* With CHIPS, RASA and various other legislations, USA is determined to protect its companies from the Chinese. I don't think they will be able to sell their models to anyone. It is same with their hardware. When is the last time you bought Chinese RAM? Thats not a thing. \*\*Power\*\* Huge red flag here but for different reasons than yours. All datacenters are being built with some kind of power station right next to them. Some do fossil, some do nuclear. Real concern here is, are we building too many datacenters? If we are, this power will be sold to the grid at a lower rate. Pretty much all power stations are built with loans and have crazy interest. They cannot even pay the interest on the loans if they are forced to sell electricity to public grid instead of datacenters. tldr: NVDA is cheap rn
its a different demand where other players can already play. Training demand is where NVDA absolutely dominates
I have been wondering and asking this question quite a lot and not getting any convinging answers. The questions always have been, what is the long term moat for NVDA and how will they be able to keep their margins longer term. Why can't hyperscalers and other frontier companies build or rely on other chips and replace or atleast force nvda to cut margin. The answer always have been the CUDA moat and it is way deeply penetrated in the training framework , cost is prohibitively expensive to rewrite or replace CUDA. Now the question is - now that AI models have been way more advanced and sophisticated, why cant AI can rewrite and replace CUDA out of the training framework. If not, why ? If they can, tht will be the beginning of the end for NVDA. I don't see any good response to this yet. I'm very curious on this aspect.
Now redo the numbers after the circular cashflow is removed: NVDA gives cash to AI company for equity ownership > AI company buys NVDA products with the same money > NVDA records as revenue and earnings with their own money.
See the recent Wolfe report. NVDA trying to buy long haul dark fiber
What’s up with $NBIS? Apparently, NVDA invested more in it.
Check the last several NVDA earnings dates. NVDA hasn't been a big winner after earnings for a while now. Last meaningful gap up after earnings was May of 2024.
NVDA is also cheap at the moment when compared with its historic valuations. https://ritholtz.com/wp-content/uploads/2026/07/NVDA-PE-ratio.png
Thanks for the tip. Glad I didn’t. With the NVDA news, there’s a high chance it goes past $200.
She is the dumbfuck who was selling NVDA in the $30 range.
From the table, Apple is pricing in 11% growth and NVDA is pricing in 43% Without doing any legwork it seems obvious why one of these would be considered higher risk? NVDAs explosion has come primarily over the last 3 years as well. Appl is clearly in a mature phase of business
GOOGL actually goes up on earnings, unlike NVDA
it’s the same reason why NVDA can’t get to 250 despite crushing earnings every quarter. It’s just not that exciting for investors anymore. Everyone’s looking for the next Micron (even though micron is still undervalued for their financials)
Well what? You think Apple, NVDA, Tesla, and any other stock that has the potential to 10X, 20X, 30X has never had a 50% draw down?
Naa just dumbass not everything is racist. Deepseek wasn’t built with stolen NVDA chips?
NVDA owns 9.8% of NBIS I own 9.8 shares of NBIS We are exactly the same.
Maybe, they have the best chance at success. The bottleneck in AI is power. The more photonic components they add the cheaper they get. The big problem is taking over or working with NVDA GPUs. Right now there is a massive race to develop photonic chips for inference and photonic components. Light costs nothing but transistors need electricity. The hot spot is in Germany with Q.ANT: "At the heart of the NPS is Q.ANT’s second-generation Native Processing Unit (NPU), a photonic AI accelerator built on the company’s proprietary Thin-Film Lithium Niobate (TFLN) platform. In independent evaluation at Germany’s Leibniz Supercomputing Centre (LRZ), the second-generation NPU demonstrated up to a 100x performance increase over Q.ANT’s first generation. Q.ANT’s internal benchmarking further indicates the NPU can deliver up to 30x higher energy efficiency and up to 50x greater performance per application versus conventional processors. Critically for an AI market built around GPUs, Q.ANT positions the NPU not as a GPU replacement but as a co-processor that works alongside existing GPU infrastructure for specific AI workloads — a pragmatic path to adoption rather than a rip-and-replace bet." Neurophos is an American startup looking to replace the GPU for inference entirely by shrinking Photonic chips and have one OPU server equal an entire rack of NVDA GPUs in terms of compute while drawing the same amount of power They have them out for testing with clients as of now I believe. Without the shift to something less energy consuming like photonics AI (fancy word for LLMs) is dead in the water.
Of course it does! CRWV and NBIS are circular financing vehicles created expressly for the purpose of juicing GPU demand! NVDA can't just give them money - it gets a stake. Then it forces CRWV and NBIS to give every penny of that invested capital right back. That's how you launder balance sheet cash into (fake) revenue and earnings!
NVDA trades at \~22x forward earnings. Not exactly egregious.
IREN bulls becoming insufferable already. \- the time to buy was at $33, not now. \- doing victory laps on a $2.8 bn contract in a sea of trillion dollar companies is laughable. \- dual CEO crypto bros pay package at a billion dollars with no incentive tied to it \- Horizon 1 is already built, who cares \- They are addicted to dilution, and more dilution, and more dilution. \- MSFT, Meta, and SPCX is all compute power people would rather buy from \- NVDA made it clear AH that NBIS is the better investment, which is why they took an additional stake. IREN away with your money and left you with the bags.
Bought NVDA calls. Had them for today, but after its fall I rolled them over to 7/22 exp.
If buying NVDA is Huang, I don't want to be right.
I agree with this I think all the money to be made in NVDA for the near future has been made . Greener pastures for me
Weren’t they saying the same about NVDA and GPUs a few years ago? That it’s cyclical? Not saying this time is different, as those are always the famous last words, but I don’t see HBM and memory letting up from a demand point of view unless the whole AI trade/build out goes bust.
Memory is pretty cyclical, expect names like MU to struggle. Chip designers and foundries like TSMC and NVDA will be fine long term. The demand for their products/services is robust.
NVDA disclosed 9% stake trying to save their investment
NVDA bought NBIS shares
Spent way too much on metal on whatnot today. Need NVDA to pump
I am holding a sizeable position + selling puts because it is extremely cheap if it goes any lower to \~170$. I do not believe in an NVDA crash. They have a moat that is not going to disappear anytime soon. One day it can but I have confidence in Jensen. He has been running this global brand for a long time with success. Will it run to 300$ this year? I don't think so
NBIS is spiking because NVDA reported they owned 9% stake in company
NBIS was getting rekt so NVDA had to announce an investment
NVDA with a passive stake in NBIS -- what does this even mean in practice? Happy I bought the NBIS bottom last week. Let's see how this plays out.
The muted discussion itself is a data point — SNPS doesn't have a clean single catalyst people can rally around the way NVDA or AVGO do, it's a slow-compounding moat story, and those get ignored in momentum-driven markets regardless of quality. What I'd watch for before buying: ANSYS integration cost synergies showing up explicitly in the next couple of earnings calls, not just revenue combination. If management stops mentioning integration costs as a margin drag, that's usually the tell that the expensive part is behind them.
Maybe NVDA should just buy a small stake in every company. New ATHs
Bruh why? NVDA being a major shareholder is very positive news
NBIS gonna crank in the days ahead. 31% short interest and a new stake from NVDA. Well done those shareholders!
I believe it has a lot to do with the algorithms. It looks at whole sectors, so what happens to MU, Sandisk, etc... also happens to others in the same sector, e.g. TSMC, ASML, NVDA, AMD, MRVL, STX, & INTC. They weren’t punished for disappointing earnings; they were caught in a broad sector-wide de-risking as hedge funds, traders and even some large asset managers locked in gains and reduced exposure to some of the market’s biggest winners.
NVDA the worst stock in the market
NVDA keeps getting kicked in the nuts on any big up swing.
I understand rolling now. I let NVDA go and tried to roll GOOG up and out, but the price went up way too much for me to keep up with it so I just let it go when it was around $300. If I had to sell options now, it might just be CSP
i did this, but i lost all of my shares between july-sept last year (NVDA/GOOG). I will never sell covered calls again lol
the year is 2035. AI has taken over planet earth, we are all made from GPUs. NVDA is trading in the 200 to 210 range.
too obvious, that's why it's green today. Tomorrow is wen NVDA goes -20% on a good news instead
Circle k paychecks are more bountiful than NVDA shareholder returns
NVDA is currently priced like it’s cooking the book, bruvs. If not, this shit woulda been 300+ rn if not 325+ territory
Green on WEN, NVDA, and TSLA ok periodt
Um, you’re down 82%… 🤣 Im pretty sure you are past the giving up phase of your option gambling. Just hope Mag 7 (minus NVDA) crush earnings next week, increase capex spending and memory sector starts running again. Then by mid aug/early sept, you make you money back or recoup 75-80% of your investment.
NVDA at max pain. Apple $10 below max pain. SPY gonna clear 750 today.
How can this help me with my NVDA calls?
is this one of those days where NVDA and AAPL stocks get sold to buy other dogshit
NVDA needs to get rug pulled down to 180-190 before it can ever go higher. It’s just a pos that needs new buyers.
Fack AAPL, also NVDA time to go to bed.
NVDA is still in the f'in penalty box. Insane.
NVDA is not having a good time.
🚨 ATTN all APPLE GOOGLE and NVDA holders The money will now be rotated in MSFT META and AMZN Thank you for your attention to the matter!
Someone bought Jensen's leather jacket for a million dollars. Puts on NVDA.
NVDA dropping like a penny stock
Well my inverse NVDA’s first big move strategy isn’t going how I thought it would… there’s still time I guess.
people do be forgetting about the looming space race that actually already kind of started. but they just see what's going on now if it's not completely spelled out for them, and even then, many don't believe, like NVDA with AI etc.
Giving my NVDA calls hope
Do not slander my goat Jensen, he fought through being mistakenly put into a reform school for troubled youth, got his masters in EE, waited tables at Denny's, then had to pilot NVDA as the last man standing for years before this all popped up. Of all the CEOs of the mag 7, this guy deserves all the fame and money he can get.
Not for a while. NVDA still dominates
Lmao NVDA price has been so frozen for the past 30 mins that you’d think the trading was halted 🙄
I don’t know what I’m missing but I don’t see why NVDA is still struggling to go up. They are still raking in cash
Bought TSLA calls, got smoked. Bought NVDA calls, got smoked again. Fuck it SPY puts for a month out
Why can’t NVDA hold any momentum?
It’s time NVDA breaks its shackles man. I need a payout.
HOLY SHIT NVDA 1m CANDLE -5% WTF
I need NVDA at 220 before earnings
Let me explain for your two brain cells. 1. Google buys GPU from NVDA. 2. NVDA records profit. 3. Google expenses over useful life therefore not expense the 1. entire purchase in the same year. Nasdaq PE goes up. Nothings changed moron, just the accounting.
China had iPhones did not stop them from creating their own. Even if they were addicted to NVDA GPU's, 100% China would make their own. They consider this as a matter of national security.
> Also three customers make up 54% of revenue. 21%, 17%, 16%. This has been a risk for a while. Some of the big names mentioned before were Meta, Amazon, and Google - and like you said all 3 are working on their own chips. There's just too much margin for Nvidia for their biggest customers to not be working on their own chips. Their biggest customers also have the money to do so. At some point these large customers will have a mix of chips and eat into NVDA's margins. Timing was already tough, and now with memory supply being an issue, another factor has been thrown into the mix.
# Poem of the day: # Men will eat a mighty feast, # While some may play basketball, # We’ll all have cash like Mr. Beast, # If we all buy some NVDA calls # Thank you.
No one with a functional brain is saying NVDA is Enron. Now, Open AI on the other hand...
NVDA and AAPL inversing each other is a fucking cheat code for SPY. It will either go up or stay flat but never drop 😆
TTWO and NVDA back to ATH's!
Seconded^ but short that shiiiiii if you want, idc, not my money. NVDA will reach ath again like the last 20 times they went down
Haha, does anybody remember how NVDA crashed because of Deepseek beginning of 2025. Doom and gloom, everybody predicted collapse. If you bought then and held, you'd have made +100% profit.
We knew all of this months ago. The mark to market profits, concentrations, Groq, all of it. This is only for the recency bias mouth breathers that chase market movements, and now they are chasing the downward movement of semis and enjoying this posts confirmation bias. Don't chase. Pick good stocks. if you think NVDA is a sell, sell. AI is ongoing and the build out will last many many years.
This Kimi K3 fucker basically announced to the world that they're starving for compute and NVDA still can't catch a bid
I agree with you. Expectations are monsterous this quarter. Samsung crashed after officially becoming the most profitable business in the world, surpassing NVDA (1800% YoY). SPY 750 will have to choose a direction and I do not think forward guidance and EPS beats will be enough.
NVDA is flat last 3 months. Theta gang must be feasting 🤑
That’s pretty fucking straight… I’m buying NVDA puts til the gay improves.
Yes! Let SanDick burn to hell so NVDA can rise
I don’t care what happens tomorrow. I’m inversing the first big move on NVDA with 0DTEs.
I want to invest $25k after this July dip. What do you all think will be best long term but high growth ? Maybe strongest tickers who got hit hardest ? Looking at Bloom, Micron, NVDA, NBIS, SkHX, MSFT, WDC, then also considering etfs
Yes, now NVDA will be up 100% EOD
I'm right there with ya! All in on SKHY and NVDA. Just wait till all the poors come crying. Well I for one am not loaning them my any of my lambos. https://preview.redd.it/jmb47iuof9eh1.jpeg?width=843&format=pjpg&auto=webp&s=f426f4cd5a453aebcef88c69b84712f3294239c9
> NVDA trailing P/E is around 40. Cisco peaked at 200+ in 2000. PE is meaningless at top of a cycle. Look at PS and it is about 20 for NVDA, 35 for the equivalent CSCO moment in 2000. > Big tech AI spenders are generating real cash flow. Pets.com was not. Pets.com was small and irrelevant. The big CapEx spending was done by JP Morgan, Coca Cola, Ford, Walmart... They all had FCF, but at some point just decided they had enough networking equipment. > Microsoft, Google, Meta are posting actual revenue growth from AI products. Negligible when compared to the CapEx numbers. And anyway, you think telecom companies were not showing revenue growth? My positions are puts on SMH, NVDA, SOXX; calls on SSG, NVD, SOXS.
MU NVDA up, RKLB continues sell off to 40, where it will still be overvalued
NVDA will dump to low 190s then rebound
All loaded up with Tesla, Msft, and NVDA calls from the crash on Friday, daddy’s taking the whole family to sizzler tomorrow night 🤑
https://x.com/Kimi_Moonshot/status/2078855608565207130 This shit is supposed to be bearish NVDA??
Efficient and cheap hardware will enter the chat soon, cucking NVDA, fraudcom and the memory retards.
I need NVDA to be at 215 by EOW for my calls to have a chance