Reddit Posts
Chilling with this nice, chill green portfolio stretch today
Is this AI hardware dip worth buying, or just FOMO?
Why are these prices so out of place? APO ticker
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
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.
Mentions
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $230.00 (above) | $218.84 | +5.1% | Aug 14, 4:31 PM |
No position in NVDA or the memory makers. I would separate the redesign from a demand story. Cutting HBM per chip because wafers and packages are constrained is a supply-side adaptation; it tells you the bottleneck moved, not that memory demand softened. The cleanest check is the memory makers: if they keep extending 2027-2028 HBM guidance and signing longer take-or-pay commitments, this is capacity limiting output. If guidance starts flattening while NVIDIA ships less memory per rack, then it becomes a demand read. The optics bid makes sense either way, but it's a shift in where the constraint gets priced, not a verdict on AI demand.
No position in NVDA or the memory makers. I would separate the redesign from a demand story. Cutting HBM per chip because wafers and packages are constrained is a supply-side adaptation; it tells you the bottleneck moved, not that memory demand softened. The cleanest check is the memory makers: if they keep extending 2027-2028 HBM guidance and signing longer take-or-pay commitments, this is capacity limiting output. If guidance starts flattening while NVIDIA ships less memory per rack, then it becomes a demand read. The optics bid makes sense either way, but it's a shift in where the constraint gets priced, not a verdict on AI demand.
Bullish enveloping 360 no scope triple kill on NVDA rn 🫨🫨
The way I understand it is if NVDA stays over 218.50ish then i will keep bouncing between 219-222, and then only if it breaks 225 then I will move upwards.
Do you think NVDA is headed for 237 or 206?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $230.00 (above) | $218.95 | +5.0% | Aug 18, 3:22 PM |
The folks who pretty much control the financial world, have just put their money where their mouth is, and are financing NVDA 500B push......it's not a bubble bro.
HTZ may be the next NVDA once they get into AI
Where do we think NVDA will be by next Monday?
$NVDA At 5.3 Trillion market cap How much margin flush, if miss earnings ? Desperately push new story for AI, when all skepticism for AI spending Zero ROI , overbuilding rental
NVDA is basically getting the banks to fund 3/4 of their circular financing scheme lol.
Alright NVDA just one good nose dive….please?
Once again NVDA up premarket just to get sold off during market hours. Such blatant manipulation from MM’s
NVDA propping up SPY well I never
NVDA pre market pump being shredded
If they started. Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle. Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone. Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.
If they started. Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle. Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone. Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.
If they started. Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle. Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone. Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.
Brilliant idea: lend money to companies with unproven ROI so they can rent NVIDIA compute, artificially boosting near-term demand and NVDA earnings, rinse and repeat.
$ORCL pumped with SoftBank and OpenAI, 500 Billion spending plan, and crashed 50% Now $NVDA want similar, 500 Billion drama again to hype, then NVDA crash 50%
Blockbuster news.. as usual NVDA down by 3% tomorrow
The inverted spectrum of the rogue panzer candle says that NVDA will be lower at open and at closing by at least 10 tiger eye parabellum curve points. Hertz on the other hand is gonna retrace the game bull wave swedish spike into the open and end flat a closing by 32 basis nuggets.
The inverted spectrum of the rogue panzer candle says that NVDA will be lower at opened and at closing by at least 10 tiger eye parabellum curve. Hertz on the other hand is gonna retrace the game bull wave swedish spike into the open and end flat a closing by 32 basis nuggets.
NVDA isn’t funding anything, they are insurance. The bulk of the capital is coming from banks and third party credit. They just made loans cheaper for people seeking their product
So, if NVDA provides lending to its business partners for its own chips, and then demand turns out to be lower, wouldn't they be in the red? It sounds like an implosion. Furthermore, INTC just diluted $50 billion of its stock. It sounds like a perfect storm is brewing
I wouldn''t be surprised if he had puts for NVDA and AMD in his 401k as leaps lol
I’ll never trust pre market again because yesterday I saw NVDA go from +1% to -3% after open
Do you plan to add more on further pullbacks for NVDA?
I think around 250-270 by year end and 300 by next summer 🤔 Buying the dips and selling the rips with NVDA
I do see your point and there will probably be (and already is) a wide application of AI, cost be damned. But I also believe it will go more in the direction of local inference infrastructure, and the big hyperscalers will not get all the revenue. NVDA / semis will still keep flying to the moon, as long as the costs don't come down.
I have a premonition that SPY and NVDA pump
Im gonna start an OnlyFans with market advice like that and feet pics. Would you sub? But long 4x NVDA calls Dec26 $200. Plus closed out 50k in IGV amzn PLTR and MSFT calls over past few weeks. Average in and out. The best managed and positioned hyperscalers, SaaS, and chip companies win this race. But it’s a bubble and will pop…. Eventually. A little leverage until the music slows. Ie people start doing obscure shit with these AI hardware backed securities with leverage. And it gets systematic. It’s early though but I’m watching china semi industry too and data center economics. But who knows, ai singularity might enslave us all before blows up
AI is actually being commoditized. Plus META is pushing open source AI. NVDA has reached out to Wall Street to help finance a 1/2 trillion dollar infrastructure rollout for AI. They can no longer fund it via their own profits or market capitalization.
She dumped NVDA for PATH back when NVDA was under $15 🤣
NVDA was cruising and the mighty Kathy woods decided to come out and tell everyone she’s buying Down 2%. I hate her
. Did sell 100 NVDA @ $209 Holding the cash for a minute
Let me guess, the 500 bil is pledge by OAI, backed by bonds purchased by NVDA
I mean what else were they going to do with all that cash. There’s so much that they have to start throwing it around. NVDA’s operating margin is in the 60% range. On a $200B revenue, that’s basically $120B in cash flow.
Who bought NVDA at 225 on Friday?
A lot of stocks are a hold rating rn for the short term. If NVDA breaks down I don't doubt a QQQ breakdown of sorts
Yeah no. The NVDA 500B thing is not looking good. Does the music continue for maybe 2 years at least? ASTS will have revenue by then No recession till then please
Revenue with losses is different from no revenue. When you have revenue, you can borrow to pay off loans, you stay in the game long enough to amortize capex spend. It’s an entirely different scenario. But that’s not your point. Your point is that the whole thing can come crashing down and drag the economy with it. And I’ll say that’s entirely possible. Except the latest TMSC numbers and the latest MU numbers and the latest INTC and NVDA and AMD and GOOG numbers tell a story of increasing demand and heroic struggles to meet that demand. Are they over investing? Are there too many DCs being built? Are there too many chips? Nope. Not that anyone with proof can point to. And what of their valuations? Are too many people too leveraged and pouring money into these tickers? They were three months ago. They aren’t now. The RSI across all AI related tickers has plunged oher the past two months. So, yeah, I get the risk to the economy if the music stops. But that has nothing to do with revenue free sock puppets.
Big tech is starting to cut NVDA out. MSFT just announced they are ramping up in house production. If you are buying billions of product from a company making a 70% net margin odds are you can do it yourself for cheaper.
Puts into Tuesday close. Long until NVDA earnings is the plan
NVDA trades like a stable coin
Did you just ask if NVDA is rich? The answer is obviously yes you retard. You belong here
Mag 7 YTD check-in: 🟢 $AMZN: +22% 🟢 $NVDA: +15% 🟢 $AAPL: +13.7% 🟢 $GOOGL: +13.4% 🟢 $MSFT: +7% 🔴 $META: -8.5% 🔴 $TSLA: -24%
Why does this sub pick the worst stocks to rally behind. Fake meat, bottom feeder car rentals, space stocks that make less profit than a scholastic book fair, SLS is going to cure cancer - maybe - someday, drone stock dilution machines its like people here think every shitter out there is going to be the next NVDA
NVDA is the US economy, and you're bearish ?
IV on memory stocks is so high….maybe NVDA earnings helps but macroeconomics don’t look great…
Are you referring to the memory sell off? Most other ai/chip stocks (NVDA, avgo, etc) are still hovering around their ATH’s.
Pulse check on Burr after hearing about this NVDA deal
You are already down 82%, might as well hold; also NVDA earning on Aug 26th; breakeven at $2128 is extremely unlikely, but getting away with losing 40-50% is possible
of the mags…..NVDA might be worst option for puts
So NVDA is pushing TRUMPS “Stargate” 2.0?
I need SPY to dive... and NVDA to climb... i deserve to be here.
Besides that $htz pop at the beginning of the day and $spcx, as well as scalping some $NVDA everything else sucked today
The lives of your grandchildren will be determined by how much SOX and NVDA you own now
Have I lost my mind or is NVDA objectively the cheapest company ever? Like literally ever.
Why is NVDA now pumping lol
Anyone know why NVDA is pumping in after hours?
everything getting a green candle to end day except NVDA
everything but NVDA just shot up
No buyers on the .15 one . Not sure what's going on with them but maybe it'll explode tonight or tomorrow they been making more moves than just NVDA read something about them in a news article this weekend maybe easy way airline acquisition
National bank of [NVDA…](https://finance.yahoo.com/technology/ai/articles/nvda-teams-wall-street-giants-172317517.html) circular funding bros cooking once again
This is the slow painful sell off then sideways market NVDA bulls went throw many moons ago.
NVDA i never doubted you regardless of what my post history says. That wasnt me
wowowo, NVDA running!!! thanks man 🔥
But like why finance it for NVDA? Does NVDA build data centers now?
I’m down 3k today. Bought NVDA 217.5 calls 10 contracts from 0.69. This is my last shot because I’m so fucked. Would it just go up from no on? Today will expire RESPONSES APPRECIATED IT DOESNT GO ABOVE 218.77 FFSSSS
Invest in real stock buys or real ppostions you plan to hold for 5+ years. If you are day trading or shorting/buying contracts it almost needs to be a full time job in this market. I'd but long and forget about it. NVDA, MSFT, etc.
Oh really, how often were you visiting and buying from [Pets.com](http://Pets.com), [Webvan.com](http://Webvan.com), [boo.com](http://boo.com), eToys.com... Sure, a AI bubble will crash the market.. But I think Apple, Amazon, Meta, Google, Microsoft, Meta, NVDA... will all be just fine long term. People aren't going to stop using these companies. If you are heavily leveraged in the "webvan.com" AI startups...yeah it's playing the lottery. But the big AI names, if AI busts, will be fine and recover... cause there aren't any alternatives to these behomoths. They are offically like the big banks.. too big to fail.
33 P/E valuation is outrageous? Compare that to Space X or Palantir... NVDA seems cheap.
NVDA 217.5P for today... free money, right?
Inverse WSB... NVDA going down for the next week. lol
Money flow is constant, and no one takes full payment up front. So they have already taken into account current production and forecasting, though extra factories would yield more profits. And you'll be surprised how quickly factories can be built to full operational. The reason for the decline was NVDA made initial production of vera rubin lesser then anticipated - likely to increase demand. Sandisk, micron, Samsung, and sk hynix most importantly are all in ultra demand to the point they are building hyperscalers in regions of Australia it would otherwise not be possible. There's many yields to get from the end user that's why people are building more new hyper scaling factories, which are heavily dependent on the above companies I including tsm , amd, and micron.
NVDA is gonna keep pulling back isnt it
I’m basically full ported into NVDA
Any chance these NVDA 220c hit
**That's a good analysis. I've been consistently trading, so I value risk management and profit quality more than market speculation. I'm quite curious how everyone is positioning themselves with NVDA now**
What’s your expectations for NVDA eod?
NVDA calls for Aug 21st. Not breaking 215 before earnings
$BTC.X $SNDK $NVDA $LITE Hype fading to punish many Situational Awareness like funds
It’s odd to me that NVDA plateaued these days. Has fuck all growth. Granted, it’s huge, but still. AAPL and GOOGL have bigger swings than them!
Just as I lock in 3 NVDA calls
NVDA is either going to be worth so much the government renames itself "United States of Nvidia" or this AI is going to go through an epic and massive crash. I don't really see an in-between. The money being pumped into AI is ridiculous lol