Reddit Posts
Everyone wants SpaceX. That’s the problem.
Cleveland-Cliffs (CLF) — The AI Infrastructure Chokepoint Nobody's Talking About
Despite Friday's pullback, I'm still +65.8% YTD
While everyone fights over NVDA, IBM just made a bet on $THREE
I ran NVDA and AAPL through 15 frameworks today and here’s what came back.
SpaceX Could be $22.5 billion on selling pressure in the first 5 minutes - A 16x of the highest averaged minute trading volume on a given day (NVDA)
SpaceX could be $22.5 billion in selling pressure in first 5 minutes - a 77x of highest ever trading volume day
Posted in r/investing w/ good feedback, sharing here: NVDA's Q1 FY27 earnings call graded for credibility, guidance claims vs financial data
That one guy who bought $NVD thinking it is $NVDA yesterday.
I went through the AVGO transcript line by line. Here's what I actually found.
I graded NVDA's Q1 FY2027 earnings call for credibility by cross referencing guidance claims against actual financial data
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
I sold everything. AI is a trillion-dollar hallucination and you’re all exit liquidity.
I’m all-in on $NVDA and I have no idea what I’m doing.
$NVDA is a goddamn psychological warfare – are we buying the dip or catching a falling knife?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
$RUM Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
The timing on this is impeccable. Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th
The Nvidia China Dilemma: Is Wall Street Blind to the Looming Tech Decoupling?
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
I just realized NVDA is stable because tomorrow is the ex-div date
I messed up again— “best of luck to you” - Schwab Risk Management Team
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
The market has discovered electricity and now everything is bullish
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
Spacex, OpenAI, and Anthropic IPOs are investment opportunities and don’t let anyone tell you otherwise
LAM research, the next AI slop stock that will reach 1T USD.
AI IPOs are software stories, but the bottleneck may be physical
AI infrastructure is turning the whole market into one giant NVDA side quest
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
We might be setting up for the biggest AI rugpull ever
4 year road to 1 million. No options, only stocks.
AMD’s price has massively detached from forward earnings expectations
$ELMT - The Pentagon's Only Tungsten & Moly Plug
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
[REQUEST] SPCE Financial Gore
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Quality is a gate. Fear is the ranking.
Nancy Pelosi may have just made 7x yearly salary in one day According to her most recent annual filing, she owned up to $25M of $NVDA Today Nvidia is up +5% That's ~$1.25M of potential profits Or potentially 7x her yearly salary, in just one day. Screenshot from: Stock Insider App
No Huang Answers : NVIDIA GTC Taipei 2026 Keynote Sent the Jensen Bump Across the AI Food Chain
$FLNC DD - If $NVDA is selling shovels, then $FLNC is selling power bars to the laborers using them.
From 50K to 1.7M+ Trading Shares Only (No Options)
From 50k to 1.7M+ Trading Shares Only (No Options)
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
NVDA to the moon ($300+) and here's why...
NVDA update – +5.01%... finally woke up
NBIS surpasses the market cap of CRWV for the first time ever
Really Really Stupid idea for my portfolio.
Out of a job, but making more day trading
If you could only hold one stock for the next ten years…no hedging, no diversification
Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA
The stars have aligned to go all in ADBE leaps
Beyond the Hype: My "AI Meets Atoms" speculative basket
My portfolio evolved from bear to bull
My portfolio evolved from bear to bull
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Time for VPG > Amazon with Agility 80% US sourced ! Massive VPG 1500 arrive
My portfolio evolved from bear to bull
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Any chance NVDA isreversing on Monday?
Mentions
OK, so given your 6-box layout is like: `[A] [B] [C]` `[D] [E] [F]` I'd suggest something like: * Have A+B be something like the old way where we can see the top most mentioned stock pics and their % growth. Nothing more. Big font. Similar layout to the old way where it's little green/red boxes like \[NVDA\] \[SPY\] \[TSLA\]. * Then C be the most mentioned chart graph you already have. * Then D+E be the SPY graph you have. But I'd just clean it up a bit (the box to the right of the graph is too complex imo). * And have F be the sentiment graph.
puts on NVDA PLTR ORCL SOXX Am I good in the open?
NVDA will be 230 by end of day And 280 by end of week
Ok NVDA my boy go on gimme that 5% pump.
NVDA is a great company, but there isn't much gas in the tank to grow past a 5.5T market cap. It will turn into a dividend company. AMD is the way if you're going for relatively low-risk growth in semi's right now.
NVDA is a great company, but there isn't much gas in the tank to grow past a 5.5T market cap. It will turn into a dividend company. AMD is the way if you're going for growth in semi's right now.
MRVL up 8%, MU is 5%, NVDA is 1.5%, guess what? we pumping to Valhalla tonight boys.
NVDA saying 'There is not going to be enough chips for AI' isnt bullish?? wtf 🤔
Offloading all other junk then including NVDA, good luck everyone else
NVDA 16x 2027 earnings. Totally abandoned by the market.
You realize a lot of those crypto farms are now AI farms and NVDA basically financed the transition? It’s actually very sketchy and sorta looks like the contours of round-tripping scam.
NVDA has gotten lowkey lucky over the years, first the gaming boom, then the crypto boom, then the AI boom.
Broadcom just got hammered because of the NVDA RTX Spark. Qualcomm Snapdragon, Adreno, Hexagon NPU are gonna get it.
So SK Hynix didn't really pump on that NVDA news from the chicken place?
Should I buy NVDA calls tomorrow?
Should I buy NVDA calls Monday?
Semiconductor stocks were due for a pullback. Why is everyone freaking out. I still have MRVL, AMD, NVDA, AMAT. They may dip even more.
Been digging into [$NVDA](https://aimytrade.io/ticker/nvda?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=NVDA&utm_content=template_1780887199316_5cvq42). With earnings on the calendar the setup matters more than usual. Educational read for me, nothing.
MU valuation will equal NVDA SOON
Just need NVDA to go up 8% this week
Haha damn I guess TSLA and NVDA are going to turn to shit too
Tesla had a 2.5B marketcap give or take in 2010. EXXON had a 400B marketcap so less than 1% of the largest company in the world. Nvidia is 5T currently..so equivalent would if SpaceX IPO'd at 50B, not 1.75T SpaceX has a marketcap of 1/3 of the market's largest company NVDA. NVDA has 12x revenue and makes 120B in Net vs -5B for SpaceX. This is not the same
How about MSFT or META or NVDA’s drop last year? Did they seem deserved? Stocks top on good news…it’s the way it’s always been.
MU was -15% last week, and -20% from its Wednesday peak. So, yeah, absolutely. I expect a continued drop or a big rebound. That's how MU rolls, mate. Check my flair. I'm the dude who brought NVDA to this sub, and I've been trading MU since the $40s back in the MartyMoho days. I kinda sorta sometimes know what I'm talking about.
Probably these. My friend told me he had $60k in NVDA so I bought $30k when it tanked in 2022. I talked to him this year about it and he’s like; “what? I don’t own that anymore.” Thanks for the tip. I guess. https://preview.redd.it/uurgpuhgny5h1.jpeg?width=1134&format=pjpg&auto=webp&s=5b3795b03729f56bd17e4e83d62bcc768ab76692
Anyone know why SK Hynix is down even with the NVDA news?=
Glad I got NVDA on Friday market close
NVDA bulls aren’t even hard yet 🤣🤣. Open wide bear fucks!!
Hell yeah, NVDA early dividend paid tomorrow via HOOD
that's crazy then again, I put 100K + on NVDA back in 2021 lol
Going to let it pump and dump and buy all these quality stocks on sale (e.g., NVDA, GEV, AVGO, VRT).
For Agentic AI, each $NVDA GPU needs, 8 HBM memory from $MU Match NVDA revenue going forward, pretty close match to MU revenue, next 3 years. Means $MU market cap heading 2-3 Trillion, as earnings spike every quarter. Just go and check, they sold out next 3-4 quarters
Who knew SpaceX, a private company go to space & return astronauts smoothly. When NASA was cutting down space shuttles, even after big spending many decades Technology adoption not easy, few can see dream & change for all. $MSFT $AAPL $META $GOOG $NVDA $AMZN big monopoly, now AI race to win Economy is digital, no AI win without semiconductor
World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH
Damn, that sucks bro. My mom on contrary was always supportive of my gamb... stock investing. Still bashing me foe not pulling trigger on NVDA during the lockdown.
The s&p 500 rejected their inclusion but the QQQ didn’t, but yeah you’re right no reason for them to panic sell when they know the stock will have 10s of billions of dollars fighting over like 3% of float. It’s just a disgusting move for the QQQ and Musk to allow himself, early investors, and hedgefunds to basically offload all the risk straight to the retail investors. Similarly immoral behavior with the xAi - NVDA GPU deal. Edit: approximately 4% of the company, 556m shares will be offered at IPO. And apparently there’s already twice the demand as there is supply. Elon wanted to raise $75B, and apparently there’s already $150B in demand for those shares. Given the demand at IPO and future demand for Nasdaq affiliated listings, I’m convinced that extremely OTM calls for expiration by their first public earnings may be a generational opportunity. Like buying calls on a guaranteed meme stock. If it’s listed at 135, I’m talking 270-300 calls, maybe higher, for 3 months out.
Hope NVDA and MRVL go up a lot.
When I bought some OTM spy calls at the trough of the bear market in fall 2022 or something around there and made a 6x return to 30k because that was not my first but my early time with options. Memorable There was also the time I 10x’d NVDA calls which was funny during the naysayer times when NVDA was mooning. Post split the price was around 110 and I had calls around 125. I did a degen ER play on Apple, and diamond handed despite the run up having lost 60% of value on my calls, Apple crushed their earnings and I 5.3x’d my money. Thanks Tim Apple. Those are the ones I remember most. I also remember ominously reading the post of this guy a few years ago saying never buy calls before Juneteenth because it doesn’t go well, well I already had them, 3Month calls on NVDA and SPY, 60% of my port. They crashed that summer but despite seeing my then like 70k port crash to 30k I diamond handed and it recovered to a small profit by the end of August. Something like $600 profit each is when I closed and it’s the last time I’ve ever done anything close to that.
it would be incredibly funny if Jensen Huang accidentally signed a deal with the DPRK causing North Korea to post propaganda full of "The glorious chairman says buy NVDA", "Huang is an proud servant of the Kim Jong un in Mount Paektu"
NVDA 🤝 SK Hynix DRAM: ??
[$NVDA](https://aimytrade.io/ticker/nvda?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=NVDA&utm_content=template_1780860947948_9b9jzy) keeps coming up for me. I try to look at the data before forming a view. Educational read for.
NVDA's "big announcements" are getting both lamer and gayer with each passing month
Jensen desperately trying to pump the market by going to Korea. NVDA is basically a market maker now and Jensen is a sell side analyst for all i care. He's saying be bullish on memory and his partners are too big to fail
What is the stock that made you 1.6 mil? 4th from the bottom. Was it NVDA?
Buying and holding NVDA in 2020. Up 30x right now.
Sk Hynix MRVL and NVDA collab coming
broke my rule to never hold individual shares in my IRA or Roth in order to buy a small amount of NVDA in both accounts. Still hodling
I’m calling it right now. This meme market will see Spy at 776 NVDA 250 and gas 2.50 on the 4th of July. Celebrating the 1776-2026 250th anniversary of America 🇺🇸. To top it off there will be the best UFC fight on the front lawn of the White House. Everyone inside the fence gets Crab Legs and A-5 Waygu. All the peasants on the outside of the fence get Costco hotdogs and sparklers. 🧨.
Buying NVDA in 2020 because I like video games. Had no idea AI was a thing.
Even with NVDA news?
I mean that when Enron went out of business NVDA went public and took their spot. Look it up.
Buying NVDA shares after getting paid out from a car accident in 2017
Ya NVDA is going up tomorrow just watch
Wouldn’t this ridiculous ipo be better for NVDA, they do need high end chips to make stuff happen , that means their order book keeps filling
NVDA ($105) TSMC ($150) Bought both in April '25.
My port says otherwise, it’s just an opinion. I’m sure the majority disagree. I’ve been riding NVDA personally as they can’t lose for now. I think these AI subscription companies a lot of them are gonna get owned
I think it's starts stalling about around MU 1500-1600. The problem isn't Rev ans earnings at that point it's the markets fear that long term 2T memory companies can be sustained. Same issue NVDA is running into at 5T
Jensen as bad as POTUS with this shit now. Good news in 3 days! In 2 days! In ONE day! PUMP PUMP PUMP “NVDA partners with AllBirds to produce AI powered microchips via quantum shoes”
Will be great for NVDA chips all the money will be used to buy high end chips
Bought some SMCi when it dropped to $22 because of the NVDA scandal and sold it a few days ago for $45. It wasn’t my most profitable move but felt very obvious
Expect SpaceX to be great for NVDA , they would be able to invest in buying even more of their chips , so the ridiculous valuations would help even more demand for high end chips
$NVDA, $189… before it ran and split! Oh, and $ASTS at $2.64 wasn’t too bad. ;)
$GOOG investing doesn’t imply anything. $GOOG just agreed to lease 110,000 $NVDA GPUs from SpaceX, GPUs I believe SpaceX doesn’t actually have. Correct… he was brought in to get rid of assets. Those kind of “CEOs” aren’t actually CEOs that can run a profitable company. He was brought in because Nadir Ali was a known bad entity and so he had extract himself from all public filings and…brought in Khurram Sheikh. Again, that’s what these guys do!
Turning $7k in NVDA into $200K today. Also piled as much of my lowly paycheck that I could into BAC in 2009-2011 at $3-$11 per share and still hold today, collecting \~$6K/year in divvies.
Bro, everybody does it. Bought BTC for $300 sold for $500. $500 bucks in NVDA in 2016 is worth $90,000 today.
I bought Tesla in April 2019. It crashed 40% the next week (due to Elon being Elon). So I sold at a loss. The rest is history. Never bought TSLA again except for some swing trading on earnings. PLTR - on IPO day I bought a bunch and sold them on 10% gain the same day. Since then it's been a 1500% missed gain. NVDA - in 2022 when it first split. I had bought a bunch. Their whole market was gaming at the time and I believed that market will lift. But the stock stagnated after the split. I sold. Rest is history. UPST - Upstart IPOed, AI based lending, I bought a whole bunch, sold the same day with 25% gain. It went on to be 20x of what I sold at in the next year. Then interest rates got raised and it crashed back again. I have mixed feelings there. I've lost more money by showing conviction and poor risk management on ODTE options. I could've made more by showing conviction on my stock picks and just holding them.
I'm not touching anything new after what we saw Thursday and Friday. The whisper earnings would need to be either one buying NVDA, half cash, half stock
Holding onto my calls for NVDA, GOOG, CRWV, and of course SPCE. Oh yeah, and that stupid TTD put that refuses to move.
I sold intc at $25 and AMD at $170. You’re not alone. Still holding NVDA and been thinking ablut selling for weeks now so that’ll probably rip too
Exactly. If you are buying VOO you are accepting you can’t predict what will or won’t be a winner. There is the possibility these companies could be good for VOO and your returns, you simply don’t know. There will be no fast-tracking, if they earned a spot in VOO then they meet your investment thesis. By excluding them, you are stock picking. These IPOs could be a bust, or they could be the next MSFT, NVDA, META etc that account for the majority of your returns for the next decade.
I've got an interesting hedge I've been thinking about while this entire AI CapEx super cycle continues. If I take a remote role for one of these neoclouds, I can concurrently work my actual job, and just bank the two incomes until the neocloud eventually capsizes. Seems less risky than shorting NVDA, the neoclouds themselves, or any of the upcoming IPOs.
It does seem, that he can only pump other stocks. The market has totally abandoned NVDA
Jensen could announce time travel and NVDA would still find a way to go down
Let me guess, trading NVDA? 😂
He may be on something here. NVDA really felt overvalued in 2022-23. Now people are scouting for the "next Nvidia", but when we look at any major company in disruptive tech, it'll always feel expensive. Sorry to state the obvious - but that's what "growth phase" is, growth valuations.
!banbet NVDA $210 6 days
banbet! NVDA $210 6 days
!banner NVDA $210 6 days
Ban bet! NVDA $210 6 days
I’m thinking Microsoft though, they have more a hand in both working with NVDA on new PCs and the potential US investment in OpenAI that Trump is flirting with as of Thursday night. Better margin of upside on a beaten down stock imo.
> Everything is so inflated In 2023, lots of people on here said that NVDA was overvalued and to buy cheap PYPL instead, or the tons of people on here who kept pushing PFE instead of LLY because "PFE was cheap and had an obesity drug too." PYPL and PFE are much lower than they were 3 years ago while NVDA and LLY are multiples of their 2023 prices. I'm not saying that a lot of the market isn't expensive, but 1) buying the cheap but worse thing is not always a good idea and 2) it's to a point with this sub and wanting to be bearish and contrarian where the true peak of valuation will probably be when the majority of this sub gives in and starts liking the market. "Right but how severe will the correction be? " How many people on here went to cash in March because of geopolitics only to have tech stocks go vertical off the end March lows? People scrambling to avoid a what, 10% market correction (which used to be considered healthy and normal?) This sub doomposted right through the correction and continues to, much like it did last year. At some point it really becomes, build a portfolio you can sit with and stick to it and not invest with one foot constantly out the door and feeling like you have to micromanage every day. People making investing way more stressful than it needs to be.
I don't even understand why y'all bother with this bullshit stock when you have MRVL, NVDA and INTC right infront of you...
By that logic NVDA should be 10x of its current price
This is my strategy too. Yoloing in on the inevitable NVDA drop below 200 this week.
Nobody will be using water for cooling... There is a very heavily undervalued company, ticker CC Chemours. They basically own all of the patents for the different chemical mixtures, that will be used for cooling in basically everything… Chips, cars, energy production, air/space aviation, robotics, data centers, quantum computers, cryptocurrency mining, etc.. Remember who made the most money during the gold rush. Not the miners, not the refiners, not the brokers, nor the jewelers… The company selling the shovels, and other tools for unearthing the gold. CC is the company selling the shovels. NVDA, PLTR, SPCX, TSLA, MARA, HUT, EV companies, IONQ, MSFT, AMZN, META, and the list goes on…. Will all be in a position where they are beholden to CC as their only option for liquid cooling. Which on a side-note, was really the only, and largest setback when it has come to the Blackwell chip (Chinese limits aside). Putting two and two together that means that the highest market cap company in the world requires CC (AS A NECESSITY) to move forward in any linear way. Especially when the Reuben chip goes into production, as I’m sure Jensen will not make the same mistake twice. Considering that the new chip uses significantly more power, and generates incredible amounts of heat. Transitively speaking the chips will require much more cooling than the Blackwell, and current stacks.. Which again, had already ran into major cooling issues last round when it was run single, let alone in a stack! G-D Bless, and best of trading to everybody!💙✝️🙏🔥
At least into 2031 if not longer. Got to figure minimally 2-3 years from when HBM5 comes out (with Feynmann) before demand can ease up. With the need to load larger models into memory for inference it is very possible that demand for the latest memory will continue even longer. FYI, if you compare the revenues of MU and NVDA the past year or so it is obvious that of each additional dollar spent on AI CAPEX the memory companies are capturing a larger and larger share of that and NVDA is getting a smaller share of it.
Cisco was $500 billion market cap with $2.9 billion profit in 2000. 170x PE. Micron worth $900 billion and will have $100 billion profit this next year. 9x PE. NVDA trades at 23x fwd earnings. Comparisons arent close.
Not buying calls on NVDA Friday before close is like when you get the fire sale in COD2 BLOPS and then spread cheeks for the crawler instead of hitting the box.
Please Mr 🥭 please pamp my NVDA bags to Valhalla.
So its gonna be worth 17 trillion in a week? More than 3x NVDA? I seriously wanna know what people who say this shit are smoking.
32.31% after Friday, was over 50% before. I had NVDA call, then bought SPY call, did not chase for a put I just ate it. Discipline cost me but lack of discipline might have cost more; it has in the past. In retrospect all the signs were there for a really bad day, and a post from the night before with the word 'bloodbath' in it was another one. Pick up and get back on the horse.
Bc am NVDA and RDDT shareholder so I upvote ads I like 😂 valid question none the less
NVDA is a great company but they are nearly 200x bigger than Reddit. Reddit has a chance to go up multitudes in value, unlike NVDA.