Reddit Posts
Oi, get on the car. The market took a sharp dive.
YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics
Investing in AI as opposed to a specific company
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Who should replace Tesla as the newest member of the “Mag 7?”
I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂
NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains
Any advice on what to YOLO on this week?
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
$6k profit this week from flipping NVDA calls within 1st hour after open.
$6k profit this week from flipping NVDA calls within 1st hour after open.
Strangely the US wants to Intel to succeed but their price does not look that way
Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?
Question for people who profited from both TSLA and NVDA ?
Down the rabbit hole we go. What should I yolo my last on?
Damnit to heck, Cramer just recommended NVDA
CES 2024: AI field still have a large potential
I believe them puts on NVDA and AMD I guess?
My top suggested post is a 6 year old NVDA WSB post
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
Follow up from my previous post! Still holding NVDA and up a 105% gain
Anyone get frustration with themselves not buy more Magnificent 7 ?
How much longer is NVDA going to run?
I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.
If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February
Part two- been practicing option trading (80 % success rate)
PART 2 Been practicing option trading for a year
NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.
Jensen Huang Illustrating How big of Dump NVDA Stock will take
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$PYPL Ad: Six innovations that will revolutionize commerce
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA
All in on AI today over 40% short and bottomed for reversal!!!!!
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”
Am I too late for NVDA calls?
Everything you need to know about AMD in 8 bullet points, before the ER.
How can NVDA be "ignored" when it is a $1.5Trillion company?
How I am Positioning myself in the Markets going into 2024
Mentions
Buying an EV now is like buying NVDA in 2022
Some regard buying 260c NVDA lol
sweet i'm also long NVDA , PLTR and NVO
NVDA bleeding hurts, well having my alternative exposure like Fundrise in the background keeps me grounded so you know it keeps compounding while the high beta names swing around.
NVDA is officially my #1 hated stock.
Sandisk is the next NVDA don’t you know
NVDA and MSFT close to their opening price today while energy stocks are down with Brent oil sitting over $80 should terrify anyone yolo'ing back into tech right now
NVDA ever going to be green again? I sure the fuck hope so.
Fair point- I never said TQQQ or NVDA were long-term core holdings. I’ve done well in long-term accounts, but I’m now exploring short-term swings and different market regimes. That’s a different skill set entirely. Kind of implies what this post is about…
Iran will need lots of MSFT and NVDA when they rebuild.
Huh? Your long term success is 3x leveraged Nasdaq and NVDA during a massive tech bull run. That's not exactly an indicator of savant level long term strategy
!Banbet NVDA 185 1d
Interesting, I will have to look into this. TQQQ is a very short term position. I haven’t kept it longer than 2 weeks I don’t think. I left it behind yesterday before close and got SQQQ around 3 or so. NASDAQ is down so I’m up at the moment with my positions, NVDA is bleeding me though.
omfg yes i still dont know why NVDA has stake in CoreWeave... coreweave is stuck with hoppers, and cant swap. But NVDA just keeps pumping out new chips at LUDICROUS speed
NVDA sounds like an STD name
Yup, and carrier companies like NVDA and MSFT have chained themselves to timebombs like OpenAI and CoreWeave. We've been setting the table for a *serious* potential fuckup.
NVDA with that regard strength
You guys ever struggle with intrusive thoughts? Like, maybe I shouldn't have full ported NVDA calls at open?
I'll have to look them up, because AAPL crushed it and got hammered, MSFT crushed it and got hammered. NVDA basically destroyed every metric historically and got crushed.. and TGT reports earnings, while their supply chain is being fucked into the ground and they are green.. They must have announced a new line of products that cure death or something.
Are you saying it’s a bad idea to buy SPY even though I only want exposure to NVDA?
Did NVDA just throw a tentrum
I just want to send out a flying fuck you to NVDA for generally only being stagnant or going down.
Not to mention all the NVDA $200 calls last week, many got wrecked few had the balls to post
NVDA at 21 forward PE is madness
Good thing I lost all my money on NVDA last week! I would’ve been even poor-er!
SPY is down more than NVDA. Crazy times
But will NVDA $1,000???
NVDA order flow looks sus. Someone is accumulating. Buying some short term calls for the gamble
It's not about "the market" because the "market" is now NVDA and AAPL. It's how horrible some individual stocks have done. Consumer staples were crashing like it was 2008 last year. Now stocks like MSFT, CRM, BX have/are
I can't decide whats looking at the nicest price between AVGO, MU, AMD and NVDA.
Think I should sell these NVDA 180 puts at open or let them ride
Might have to buy NVDA puts today. That way the market will turn around.
Can we still blame NVDA earnings for this?
Just got back from a weeklong retreat! Feeling unstoppable 💪🏻 Can’t wait to check on my NVDA calls!! 🤗
Alright which are we buying calls on open for? AVGO NVDA MU
I wonder how many times they will need to use the "In case of emergency, pump NVDA" button today
#NVDA GANG Members checking in
running pretty heavy shorts since NVDA failed to break out on stellar numbers
I was told if I sacrificed my port to NVDA calls and died I would be greeted by 1000 virgins.. sooo..?
Retail as exit liquidity. I have had my ass kicked so many times with holding put positions past the open that I sold SPY puts and FAZ calls early and didn't replace at the close. Nibbled at a little NVDA and GOOG early too. Pure manipulation casino and I fell for it.
Who's buying more NVDA? Cos I am
Had Oil calls over the weekend. Sold at yesterday open and felt like a god. Picked NVDA calls after it, felt like a god again. Went balls deep in to calls at close. Nothing changed and everything is deep red. Now I know I am just a retard.
Damn, good thing I pulled out from NVDA yesterday before the market close
My USO calls printing but my AMD leaps in the toilet. Damn should’ve never bought after NVDA earnings. My bad for thinking things were turning around for AMD…
$NVDA gonna pump the market at open again. Get ready ber! Gotta buy into GTC
Honestly, i’m just adding more NVDA at below 180. Nothing else looks as interesting.
spamming calls on NVDA if it drops below 170 tomorrow
!banbet NVDA 170 1w
NVDA doesn't usually have a bounce drop that large. Greater than 50%... it's going to test 170 today.
inb4 fakeass NVDA dump turns into fakeass mega pump by open
“*Silver is insurance for equities*” “*Trump wants USD down*” “*Fed will cut more*” “*Long NVDA on earnings*” “*SPX 750 this year*” We’ve had the full retinue of idiots on parade these last weeks.
CRGO should do well with the freight crisis, ARBE has some big stuff going on with NVDA and possibly BYD
Market just faded all my gains while I'm leveraged to the tits on NVDA
Last wed because I expected NVDA to tank things 😂
I sold my NVDA puts like a clown yesterday 🤡
The stock market is acting like a traffic light. Some time for red and some time for green. The difference is simple: traffic lights are controlled by the Traffic department, and the market is manipulated and controlled by big institutions affiliated with politicians. NVDA very good earnings - Super red War and instability - Tech becomes green, BRB.K turns super red. Sports betting looks more attractive compared to this shit, where you at least bet on the skill set of a team.
I read the Reddit post you linked (the one titled *“The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly – $15 → $150 PT.”*). Here’s a clear assessment of whether it’s mostly credible or mostly bullshit. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🧠 What the Post Claims The author argues things like: * The entire AI industry’s *growth story* ends if one tiny \~$700 M company (AXTI) doesn’t control a critical materials supply chain. * This company is supposedly a “bottleneck” for everything from photonics and AI interconnects to advanced AI compute hardware. * Without this company, Google, Microsoft, Nvidia etc. are somehow crippled. * The author suggests a huge stock price jump (from \~$15 → $150) based on this. 🚩 That’s a **huge claim** predicated on a *single tiny supplier* controlling the fate of multi-trillion-dollar industries. # 📉 So Is It Mostly Bullshit? **Yes — it’s mostly nonsense for the following reasons:** # 🔹 Oversimplified Supply Chain Argument The Reddit post treats one supplier of *Indium phosphide substrates* as the single point of failure for AI hardware. In reality: * AI infrastructure is extremely complex, with *many* suppliers and substitutes. * Technology companies proactively diversify sources for strategic reasons (especially when there are export controls or geopolitical risk). * A single $700 M company does *not* realistically control the global AI buildout or determine whether Google or Nvidia can deliver AI hardware at scale. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🔹 AI Buildouts Aren’t Dependent on One Small Supplier Major AI compute (like GPUs, TPUs, ASICs) depends on an ecosystem of *hundreds* of component and materials suppliers, not a single tiny company. Intel, Broadcom, Samsung, TSMC, and others all play parts. The post cherry-picks one component as if it’s *the* choke point, which is extremely dubious. # 🔹 Stock Price Predictions Like $15 → $150 Random price targets on low-liquidity stocks from Reddit posters are almost never based on rigorous analysis — especially when tied to speculative “bottleneck” theories. Community responses in the thread itself were skeptical: many commenters outright called it bullshit, pointed out stock dilution issues, or noted that similar Reddit DDs often fail. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🔹 Real Industry Context Doesn’t Support the Thesis Broader market analysis shows: * Nvidia, Google, Microsoft all have vast supply chains and strategic partnerships. * Companies like Google are building out their own TPU and photonics efforts independently. * The AI industry isn’t going to stall just because one small supplier has some role in materials. ([CMoney - 幫每一個人做好人生投資](https://www.cmoney.tw/notes/note-detail.aspx?nid=1065602&utm_source=chatgpt.com)) # 🎯 Bottom Line The Reddit post reads like typical *WallStreetBets hype/DD*: * It **overstretches a niche technical point** about materials into a sweeping existential claim about the entire AI industry. * It **extrapolates massive financial returns** from speculative bottlenecks. * The broader market reality is far more diversified and resilient than the post suggests. ➡️ **Verdict:** *Mostly bullshit or extremely overstated.* Use it as entertainment — **not** as investment or industry truth. If you want, I can summarize the *actual* key supply chain and materials challenges in semiconductor/AI hardware — in a real industry context — and what realistically matters.
If you’re new, the smartest move is usually the boring one. You’re in TQQQ and NVDA. Just keep in mind: * TQQQ is 3x leveraged. It’s not really a “hold and chill” long-term investment. It can rip hard, but it can also destroy you fast in a downturn. * NVDA is strong long term, but it’s still one single stock. Big upside, but concentration risk. As for “indulging in the international situation”, that’s usually how people FOMO into volatility. By the time something feels obvious geopolitically, markets have often already priced in a lot of it. If you have extra capital, ask yourself: * Are you investing or trading? * What’s your time horizon? * What’s your max pain tolerance? If this is Roth IRA / long-term money, broad exposure (like index funds) is usually smarter than trying to time geopolitical swings. If it’s trading capital, that’s different but then you need a clear plan, not just “this seems like a moment.” Simple rule: Don’t add risk just because the market feels exciting. If you want, message me. I’m in a trading/investing community where we talk through stuff like this. Risk, positioning, when to sit out vs press. Might help getting different perspectives before deploying that capital.
Held Apple the same way I hold NVDA. Long term. Went through all the sell stuff too with 🍎 and thank Goodness I held. My kids will be happy.
NVDA builds the GPUs, NBIS builds the datacenters and provides a "full stack" training center for AI models. Meaning they provide the hardware that NVDA builds to customers like MSFT, META, and others. As long as NBIS can support this new GPU or inference cluster, it will benefit NBIS, if they dont, it probably wont impact them much.
When I scream “WHYYYY?” at NVDA he immediately replies “Because you’re the son of a clerk!”
Samsung and SK Hynix absolutely dominate KOSPI (and EWY) representing about 40% of the index. KOSPI has been soaring because of their basic duopoly in HBM3e and HBM4 memory for NVDA, AMD, AVGO, and custom GOOGL and AMZN GPUs. A disruption in power, even for a fraction of a second, destroys all the silicon being printed in the safe rooms in those foundries, causing massive delays, disrupting supply chains, etc. Korean sources about 70% of its LNG from Qatar. It has about a two week reserve and hasn’t sourced the LNG elsewhere yet so people are losing their shit. SK had a holiday yesterday so it’s only getting priced in now.
Lesson #1 don’t buy expensive NVDA calls the Friday morning after earnings
Tariff inflation, oil inflation and jobs losses on an already weak middle class with high debt. But don’t worry, Google and Microsoft are spending money on NVDA chips. That will save the economy
Lmao WSB is full of a bunch of broke haters. Congrats OP, you doubled my returns last year. Hopefully I pay off the mortgage this year, up 90k so far in metal miners and NVDA/MU
I’m gonna jork my ween to these 180 NVDA puts I bought at the top today
Was hovering over selling my NVDA calls EOD, they'd clawed out of deep red, and I was sure they had farther to go...
So I primarily trade NQ and MNQ. I pop around different future streamer channels to get trader sentiment and an idea of how people are feeling and trading. Some of these kids are such scammers. The majority of them trade fucking fake accounts that all the prop firms pedal. I watched one kid blow through like 30 eval accounts last week and then ask his viewers for discount codes to buy more eval accounts lmao. The day of NVDA earnings, half of them didn't know NVDA had earnings that day. Bag of rocks the lot of them. They got on this futures trading prop firm train and are milking it for every fucking penny they can get. And it's only pennies because the majority of them are broke as fuck.
NVDA long, and sold CRCL.
I woke up early to buy NVDA leaps but thought open price action was fake. I rue the day
I guess jeeze. I'm gettin toasted lately. First NVDA then I had all 3 of these go the opposite way on me. Oh well. Another 4 weeks of earnings left for the month. Should be able to pull something out of the hat.
Imaging you bought NVDA in 2019 instead
Any chance NVDA goes up and over 185 tomorrow?
Did a Buy-Write in NVDA at 175 & 185, wrote puts on BRKB and GOOG, let short puts run for the boomer port. In the regarded port, closed short dated long calls on POET, MSTR & ACHR, write short calls on TSLR (following big guy’s lead to bring it down,) closed short calls on XYZ (didn’t want to hedge,) bought some speculative crap and set a bunch of GTCs bc I’m in meetings all week (too many to list.)
tbh, with TQQQ and NVDA already, you're pretty tech-heavy. maybe look at something completely different to balance it out, like some REITs or dividend-focused ETFs? just a thought.
> Fullporting NVDA puts at open, this AI shit is cooked. calls at open. this shit is only about to get worse and all the bots run on nvidia
I just bought a bunch of NVDA again so there's going to be another Deepseek moment tonight or tomorrow.
Any thoughts on NVDA?
NVDA beats earnings: "Nasdaq 100 set for worst week since April meltdown"
Nah scroll down, there were like five doomer posts about NVDA shitting the bed (I went to see if it cliffed and it was down .7% AH)
US is setting a limit of 75,000 of H200 to any chinese customer and a million unit total cap. Nothing burger since NVDA already guided saying they assume no revenue from China. Go back to your regular recovery bounce until it hits $195 during the GPU conference.
Everyone in this thread claiming NVDA is cooked… I guess it will be ripping up tomorrow.
NVDA got absolutely dunked on today and their response was “yeah well we’re sending our old shit to China anyway”
NVDA and market go up as usual. Bonds tank like they usually do.
Can someone explain why NVDA needs to sell chips to China if there is already "unlimited demand" domestically? Also if it is making a Computer God, do we really want a Chinese god? I wouldn't be able to understand its commands.
Sold NVDA and bought SLV and some theta plays on RKT at about noon this morning. Thank fucking god I made a smart decision for once.