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NVDA

NVIDIA Corporation

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-16.67% Today

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If you had to full port a $36k IRA today, what’s your pick?

Perfect July 2026: +$57K (~190% Return)

How The F*ck is OpenAI Going to Pay 1.4 Trillion??

202k Recent Losses (Positions attached)

Cuban and Burry on NVDA

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Big tech paper gains from AI

I’m up +54% this month buying Mag 7 Calls

$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

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AMZN and the dark side

Everything on my watchlist is bleeding, what's your move?

Buying every NVDA dip

r/wallstreetbetsSee Post

bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol

Small NVDA loss porn. Still hurt tho

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Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times

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AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building

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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

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$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad

Crossed $400k at 24

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NVDA is so expensive so I buy put options.

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Crossed $400k at 24

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Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership

Sk Hynix NVDA partnership

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NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!

So beating earnings means nothing anymore 😩

r/StockMarketSee Post

NVDA lifetime return 456,705%

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34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.

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NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.

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$10K Loss for Your Joy

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Metrics for the top 3 show NVDA is incredible at this price

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Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th

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I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,

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AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.

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Help getting started

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NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)

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Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory

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NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining

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Is Nvidia still worth watching or already too expensive?

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Theory on real reason AI and Space are crashing

NVDA IS COOKED

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Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3

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$IREN - heavily shorted this past month

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Reddit's 2026 Stock Picks: What actually performed?

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$TXG: The picks and shovels trade of biotech AI

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BUY OPTIONS MID WEEK SELL FRIDAY

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June CPI missed big but I'm not buying the full rally yet

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NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?

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NVDA to all time highs by September

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I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul

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The NVDA debate has changed: the market is no longer arguing whether AI is real.

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GOOG AAPL casino wins

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Are semiconductor shares still a good investment, or too much growth is already priced in?

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AI still looks strong long term, but I am watching the whole chip sector now

r/smallstreetbetsSee Post

BofA says $NVDA is priced like it's already losing, but is it?

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How we feeling about this?

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This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.

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Who else up shorting AI stocks?

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$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?

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Hands down, MSFT is the worst fucking investment I have ever owned

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Finally got NVDA right after getting wrecked on it before

r/StockMarketSee Post

oil didn't flinch on a hormuz headline and that tells you everything about this market

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Your wheel is probably less diversified than delta makes it look

r/smallstreetbetsSee Post

Let’s see what she does

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Confused why semis stocks up today?

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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.

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What I have in mind for the future

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BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test

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Small caps are having their best year since 1991 and nobody I know is talking about it

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Getting rid of NVDA or AVGO (Broadcom)?

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Selling NVDA or AVGO (Broadcom)?

SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?

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NVDAs CEO Jensens jacket goes to auction

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Nvidia denies report its next-generation AI server faces delays, says roadmap is intact

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Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims

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Nvidia's new GPU financing program is answering a question nobody wanted to ask.

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Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.

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How you are all preserving capital?

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Nvidia Server Delay Report Sends Asian Tech Stocks Sliding

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Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?

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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

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This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg

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Tech stocks to the moon or down the hell?

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RMCC Philosophy

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Leverage in South Korean chip stocks is out of control

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Hive Investment Thesis…

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Hyperscaler ROI fears

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If your portfolio is red today, don't assume something broke.

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What is the next sector to boom due to AI?

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Review of last week: AI remains the main theme, but the market has become selective

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Throwing in the regard towel, finally.

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MU $2000 is no longer a myth

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MU $2000 is no longer a meme

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Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)

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Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits

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NVDA calls $22000 YOLO

Mentions

Buying the dips on AAPL and META. Buying NVDA for earnings run up

Mentions:#AAPL#NVDA

Just to be clear, NVDA was not a penny stock 20 years ago. Nvidia and ATI were the two biggest graphics card makers in the world and the two companies were like the Coke and Pepsi of graphics companies. And this was after a couple years of very intense competition where many other competitor companies went bankrupt or were bought out. ATI ended up being bought out by AMD. And Nvidia went on to become what it has become. So, just to clear, Nvidia was already a company which showed a lot of promise, so it wasn't just some penny stock that my brother picked willy nilly. My brother had some knowledge in this area and did quite a bit of research into this area, and had a good idea that it might be successful. My brother worked in Silicon Valley and worked in the computer graphics industry, so he was more knowledgeable than most people. That is why he made his investment, It turns out he was 100% correct. And I agree with you that it is 1 in a 1,000,000. Or possibly less, but it can happen. It doesn't mean anyone can do it. And it doesn't even mean that even many people can do it. But for the few people that can pull this off, they are richly rewarded for their insight and early moves! And putting $5000 into Nvidia is really dumb? Where did you get that take? If Nvidia failed as a company and went to zero? The guy loses $5000. Big deal! But if on the other hand, the company does incredible and the stock takes off and the company becomes the biggest company in the world, the guys investment can take off and go to $25M. An excellent risk-reward situation in my opinion. I'm not sure how anyone can justify that move as dumb! Maybe that person is just extremely jealous that they were not "dumb enough" to also purchased 1000 shares of NVDA 20 years ago? lol.

Mentions:#NVDA#ATI#AMD

!banbet NVDA 202.5c 8/3

Mentions:#NVDA

Am I regarded to full port on margin shares of NVDA until earnings for the run up

Mentions:#NVDA

If NVDA stays at these levels it’s an obvious long play for ER.

Mentions:#NVDA

I think honestly the play is NVDA shares before earnings, but I won't be doing that because I want to bet on high risk pharma

Mentions:#NVDA

Just get me NVDA at 20T bro

Mentions:#NVDA

MSFT + NVDA naked calls to the balls

Mentions:#MSFT#NVDA

if NVDA dip below 198 buy weekly call

Mentions:#NVDA

Might get some NVDA 250 calls for end of September

Mentions:#NVDA

Potential sales on AAPL NVDA AMD and SNDK this week woohoo

The sequence matters more than the tickers: all-in NVDA, sell to chase memory, switch from shares to calls, then puts, then panic exits. That's one position-sizing problem wearing five costumes. Before trying to recover it, set a hard loss limit per trade and ban size increases after a loss. Otherwise "swing trading" is just revenge trading with a longer holding period.

Mentions:#NVDA

Should I buy NVDA calls or puts?

Mentions:#NVDA

!banbet NVDA 208 4 days

Mentions:#NVDA

I had loses like this about 13 years ago. My own savings too. Had gone all in on a US based shipping company that eventually went bankrupt. The losses on my ROTH sucked azz since you can't do anything with those. But for the rest, I was able to offset capital gains for many years. Almost forgot how much it sucks to pay taxes against capital gains until the carryover losses zeroed. I'd say consider it a $200K paid lesson but in WSB, pissing away $200K on a dumb move seems more like a rite of passage to the next moment of brilliance. In your case, after you dug a hole with an NVDA shovel, you then opted to bring in heavy equipment to keep digging with options. As I see it, you have already purged all of your dumb moves out of your system so all that remains in your future is brilliance.

Mentions:#ROTH#NVDA

We getting three weeks of so much green then NVDA will report and for no particular reason it’s going to send such a vicious spiral for the next 2 1/2 months

Mentions:#NVDA

Pls open under 200 NVDA. I need to full port calls for earnings

Mentions:#NVDA

Lmfao imagine NVDA not being 225 by ER. 225c for September so free on this next leg up/iv juiced

Mentions:#NVDA

Level 3 assets are hard-to-value financial holdings that rely on unobservable inputs and internal pricing models because active public markets do not exist for them. For high-tech firms, these typically include private equity investments, proprietary startup shares, and complex contingent consideration or embedded derivatives from recent mergers and acquisitions. Notice one thing: Orcl is siitng around 200BP's they are a horse of a differnet color because of Paramount. META -80bps's, NVDA high 70's, GOOGL high 60's, AMZN low 60's and MSFT mid 60's . Tyupically High tech firms run between 40-60bps. so these numbers are not that scarrrrrrrry

Microsoft’s revenue CAGR over the last decade was about 12%, Alphabet’s about 18%... ok for NVDA but I would say that their growth is not so common

Mentions:#NVDA

If you assume GOOGL, NVDA, and MSFT to grow at 15% all of those stocks will be worth less as well. Garbage in, garbage out.

Given your calls are so far out, you can use them as some sort of LEAP (Not each one, but depending on the options' delta and how far otm they are) and sell calls with shorter otm and then use that money to buy puts, price dumps you make good sum, but you cap your upside. Don't outright buy puts wait till you're shorter calls are contested and then buy them cheap, on a down turn you make a huge sum. You'll need to monitor it like a hawk and restructure on every swing, but if you smart enough you can make it back, possibly profit, but I'd be looking to exit at a specific realistic point and work towards that than live with a headache hoping NVDA breaks 300 for the next year. I guess this is some sort of financial advice, but make sure you monitor it well, and it's up to you to follow or not. Next time just don't do dumb bets like this, rather buy LEAPs or do CSPs if you're that bullish on it. Capital at risk!

Mentions:#NVDA

I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.

On one hand, memory is down so bad it feels like it cant go any lower, on the other hand, SPY is at all time high. If the market decides it wants to go up, memory and semis are going to rally even further, NVDA to 250, but if semis and memory have continued weakness, not even falling much further, SPY will be the one to come down strongly. Perhaps this moment is where rotation will go out of Mag 7, (especially AAPL) and we get another wave of Bag 7, big dick semis, SPY stays relatively flat but slightly up still.

Every single time QQQ had a July this bad (or worse), AUG had negative returns n=3 (4 now) It could be we pump early on in Aug to just dump at the end with NVDA earnings

Mentions:#QQQ#NVDA

How about just long term hold dude? This can be very, very effective, if you pick the correct stock and just hold it for the long term. And much easier work, because all you have to do is nothing! For example, my brother purchased 1000 NVDA shares back in the mid 2000s. Since that time, NVDA has done many stock splits, so he has a lot more shares now. I believe his NVDA position was worth around $25M at the recent peak! And it the future, I believe it will go a lot higher! And his initial cost was only something like $5000! That's the way to do it dude! Although your method seems to be working fairly well for you too. But, not as good as my big bro though! Lol.

Mentions:#NVDA

full porting NVDA at open

Mentions:#NVDA

I’m having trouble finding value so am raising cash mostly. I’m close to my most conservative end of things. About 68% invested. I can’t follow any more than 8-10 names and have a good understanding of the business and a feel for how it trades. I don’t follow any saas so don’t play there. I buy NVDA leaps but not a ton.

Mentions:#NVDA

Who the fuck has 1.6M and buys NVDA options wtf some of yall deserve to go bust.

Mentions:#NVDA

I’d take the warning seriously in the sense that crowded trades can unwind fast, but not as proof that NVDA is suddenly a bad business. The real risk is that a great company can still be a shaky stock if expectations, capex returns, or customer demand wobble even a little. If your position size is what makes you anxious, that is probably the part worth fixing first.

Mentions:#NVDA

NVDA tanks and there goes the market. Not saying NVDA is going to tank, but eventually someone will catch up or make something better. It's never different this time.

Mentions:#NVDA

Thanks. I like Cuban too but I don’t agree with him on NVDA. Nvidia is and will be at the very core of AI unless some other company can invent the whole ecosystem from GPU to CUDA and convince people to adapt. Personally i don’t think that’s happening but Liang, founder of deepseek, recently said it’s possible now to invent CUDA-like system because of AI. I don’t have a source just sharing

Mentions:#NVDA

I know Cuban has been wildly successful, but I feel like recently he’s been on the wrong side of things. I guess his overwhelming endorsement of Kamala sticks out to me. I subscribe to Burry’s blog, but I don’t pay for it. He made enough shorting the housing market… he doesn’t need my few $$ a month. And frankly shouldn’t be asking for it. I don’t know if he has any meaningful wins since then. Guys like this make calls that are full of conditions so that no matter how wrong they are, they can claim it was still “a well thought out thesis”. I haven’t read the link but will. And if they are right… well prepare to never hear the end of it. NVDA stock price growing at 10% - 15% every year going forward would be seen as a failure based on the past few years. But owning any stock that gives that return is a huge win in the larger perspective of market returns. NVDA is THE juggernaut in AI. There are lots of far smaller companies nipping at their heels, and CNBC and others like to aggrandize any company that has an infantIsmael chance at taking a fraction of their business. I don’t love what seems to be circular financing, but I also don’t know that circular financing is what’s really happening, Jensen says otherwise, and that it would be a failure this time like it was in the past.

Mentions:#NVDA

I think NVDA is pretty solid, and will continue to grow in the near future. How much though? Adding 10% requires half a trillion

Mentions:#NVDA

as dramatic as this sounds, its not impossible.. i dont think they are at risk now as they have money coming from NVDA and OpenAI (questionable), but in 5 years it could be the case

Mentions:#NVDA

NVDA Red 6 of the last 8 quarterly earnings, including last 4 in a row. May 21st 2026: -1.8% Feb 26th 2026: -5.5% Nov 20th 2025: -3.2% Aug 28th 2025: -.8% May 29th 2025: +3.3% Feb 27th 2025: -8.5% Nov 21st 2024: +.5% Aug 29th 2024: -6.4% We gotta be due for a green ER this time around, right?

Mentions:#NVDA

Especially considering the fact he’s in his fifties…. Id be living in Indiana half the year tops if he has McLaren money from NVDA.

Mentions:#NVDA

crazy amount of risk. why not just buy $1m worth of NVDA shares?

Mentions:#NVDA

YTD returns: AMZN +19.9% AAPL +14.0% GOOGL +13.0% NVDA +6.3% MSFT -1.7% META -14.4% TSLA -28.9%

Yes I bought a black Honda CRV with the NVDA gains, you can see it on the left

Mentions:#NVDA

What do you think NVDA will do coming month with earnings coming up? August generally a good month for the stock

Mentions:#NVDA

If the explicit goal is weighting heavier into mega-caps without picking single stocks, VUG does that. Just be clear on the look-through overlap. In an 80/20 VOO/VUG setup, your top 5 holdings (NVDA, MSFT, AAPL, AMZN, GOOGL) make up over 27% of your portfolio. If tech multiples contract, that tilt doesn't protect you from drawdown depth compared to a simple core holding.

I am from future, NVDA is still trading at $200

Mentions:#NVDA

My advice is "Be an investor, NOT a day trader." I , Know many day traders who have lost their asses over terrible decisions to timing the market. Cant, and wont happen. Its rolling the dice. I tell my kids, invest every month and either buys an index fund, (SWPPX) or individual stocks like AMZN, NVDA, or Microsoft. AMZN is positioning itself for 2027. I really don't think they are focused on the next 5 months as opposed to the next 5 years. ALWAYS THINK LONG TERM. Otherwise you will see your small profits evaporate as you try to time the market. Sit tight and plan for 2027. AMZN will be at the top of Mag7 stocks.

Don't worry Cathie Wood, heard you needed help. Cathie Wood's Ark Invest bought 73,166 shares of NVIDIA Corporation (NVDA) on July 28, 2026, valuing the purchase at approximately $14.3 million. \[[1](https://www.thestreet.com/investing/cathie-wood-buys-14-3-million-of-tumbling-semiconductor-stock-nvidia-nvda)\]

Mentions:#NVDA

why not just buy $1.08 million of NVDA shares and hold them for years

Mentions:#NVDA

Went to see where NVDA was trading at 5/14 and no wonder OP perfectly found the top to buy calls ☠️

Mentions:#NVDA

When I was a freshman in High School (early 2010s), I had to do a stock trading assignment for Civics. My parents are moving out of my childhood house and into a new place with my girlfriend and I, and I'm helping with packing everything up, and I found the notebook I had my notes from the assignment in. I had essentially added anything to my "portfolio" that had anything to do with gaming. I had 1000 shares of NVDA, 1500 shares of AMD, 250 shares of INTC and TTWO, and then a couple of other small ones because I needed to diversify). I just about killed myself when I did the math on that (50k starting balance originally for the assignment, worth about $8.8M now, with about $20k in dividends paid). At least I never actually OWNED those shares....

Sounds like OP wants to look into penny stocks and roll the dice on which one will become NVDA

Mentions:#NVDA

So new deepseek is at opus 4.8 level at \~20x lower cost... Here's what it means according to AI. it will trigger Jevons' Paradox: lower cost per token doesn't kill total hardware spend, it drastically expands the addressable market for deployment. | Ticker | Primary Driver | Short-Term Impact | Medium / Long-Term Impact | | :--- | :--- | :--- | :--- | | \*\*META\*\* | Open-source strategy validation + lower inference overhead across billions of app users | 🟢 Bullish | 🟢 High Margin Expansion | | \*\*AMZN\*\* | Slashed deployment costs drive massive customer volume growth on AWS | 🟢 Positive | 🟢 Strong Cloud Growth | | \*\*MU\*\* | Mixture-of-Experts (MoE) architectures remain bottlenecked by HBM & high-speed memory | 🟢 Positive | 🟢 High Structural Demand | | \*\*AMD\*\* | High-memory bandwidth GPUs become very attractive for budget-conscious inference nodes | 🟡 Volatile | 🟢 Market Share Gains | | \*\*NVDA\*\* | Potential CapEx slowdown fears vs exploding long-term global inference volume | 🔴 CapEx Uncertainty | 🟢 Volume Re-Expansion | | \*\*SNDK\*\* | Dataset caching and local enterprise model storage requirements | ⚪ Neutral | 🟢 Mild Positive | | \*\*NBIS\*\* | Lower unit compute pricing compresses margins unless utilization scales rapidly | 🔴 Pricing Pressure | 🟡 High Volatility / Opportunity | | \*\*INTC\*\* | Slower hardware adoption relative to ARM/Nvidia server architecture | ⚪ Neutral | 🔴 Structural Lag | \*\*TL;DR:\*\* The market will likely freak out short-term over potential GPU CapEx cuts (hit to NVDA), but long-term, ultra-cheap inference accelerates enterprise adoption and hugely benefits Hyperscalers (META, AMZN) and Memory (MU).

NVDA setting up for a good month

Mentions:#NVDA

That’s volatility expansion. It’s technically possible that in the future even if NVDA is today’s price, this contracts are worth more. But, more likely they’re worth less.

Mentions:#NVDA

It's not a bubble for AI, it's a dramatic hardware upcycle caused by the AI buildout. The bubble lies in hardware companies, but be advised that this is not some speculative bubble where people are throwing money into random companies making no money. This is a product of cyclicality in hardware. These hardware companies are selling what are essentially either commodities (DRAM) or products that are destined to become commodified over time (GPUs). Right now, hardware companies are enjoying absurd margins due to the land grab in capex from scalers and selling every chip they can produce. This never historically lasts. Digestion periods, supply gluts leading to margin collapse and execution missteps are all inevitabilities that are being priced in via a forward discounting mechanism in hardware. This is why we're seeing extreme multiple compression in companies like MU and even NVDA. The market isn't using a linear model to project the valuation of these companies. Scalers will keep increasing capex over the coming years, but the market prices these supply side cyclicals based on the *rate of change* not on the absolute change itself. Thus, when underlying commodity prices (the canary in the coalmine for cyclicals) begins to decelerate, smart money typically immediately begins exiting and the stock peak is reached up to a year before the earnings actually peak before eventually sliding. This is why the recent collapse in stock prices for the memory industry has occurred in my view. Right now these companies look cheap and like you're paying peanuts for their upcoming earnings (because you are). The issue is that when the earnings peak and they guide for no growth or even a decline in earnings (probably some time next year for the memory industry), people who have gotten stuck in the stock based on the 'fundamentals' of today are going to start to get very nervous and we'll see mass capitulation when the supply glut actually hits and margins collapse. AI is real. It will change the world. It won't change the economics of commodity markets and it won't mean that all companies involved in the AI sector will be printing infinite money with 80-90% margins forever. That just makes zero sense. NFA DYOR ETC.

With how low NVDA P/E is, they're bound for a big upswing. But with this market, who the fuck knows. I've been buying shares like crazy for months and it's barely moving, if not negative.

Mentions:#NVDA

I find it funny how many people think that NVDA can't outperform simply because the market cap is so big. There is no rule in the markets that it can't be a 10t market cap company in the future. A crazier bet is to buy weaker semiconductor companies with higher multiples and lower growth rates and simply believe those stocks continue to outperform NVDA.

Mentions:#NVDA

it’s a small position in the portfolio, but I like the set up both from a short term trade perspective + a long term, beaten down valuation / turnaround play. I’d rather throw a few grand at $FLO on the odds of management achieving a modest turnaround versus chasing $NVDA or similarly valued tech co’s currently trading at valuations that bake-in expectations of insane growth & perfect execution for the next 5-10 years without a hiccup 😂 (NVDA is a great company obviously, but the valuation leaves little margin for error in future results)

Mentions:#FLO#NVDA

June 2027 NVDA $270 call: Cost basis: **$36.00** Current value: **$13.30** Delta: **0.30** Theta: **−$0.04/day** Ignoring changes in delta and implied volatility (IV), the option needs to recover **$22.70** plus any theta decay before reaching the original purchase price. Approximate required stock move: **Required stock gain ≈ (22.7 + 0.04 × days) / 0.30** Examples: \* Recovery in **30 days**: approximately **+$80** in NVDA. \* Recovery in **60 days**: approximately **+$84**. \* Recovery in **90 days**: approximately **+$88**. \* Recovery in **180 days**: approximately **+$100**. This assumes delta and IV remain constant. In practice, delta will generally increase as the option moves closer to or into the money, so the actual stock move required may be somewhat smaller if NVDA rallies over that period.

Mentions:#NVDA

He’s probably screwed unless NVDA gets up to around 265 in the next month or so. Not impossible but unlikely. He COULD turn it into a debit spread by selling further out. But idk.

Mentions:#NVDA

I think if NVDA gets to around 260 he will be near breakeven if it happens within a couple weeks or a few days. But he has a better chance of getting struck by lightning. He could sell further OTM calls maybe 300s turn it into a debit spread at least. So that if u lose at least u collected the premium at that strike. But idk man. Not financial advice.

Mentions:#NVDA

Why in the world did you set the PT so high for market performer? Not to mention, NVDA options are always so fucking overpriced it's disgusting. They are constantly pricing in a 10% move post earnings when it only moves like 2% in reality.

Mentions:#NVDA

Uhhh if my math checks out $306 per share makes NVDA a roughly $7.4T company... Ambitious.

Mentions:#NVDA

NVDA would need to be valued $7.5 Trillion. It’s doable as long as hyper scalers keep buying. It’s not hyper bullish, but it is very bullish.

Mentions:#NVDA

No need dude. He will have long exited his position by that time. If some miracle occurs and NVDA gets to ATH anytime soon, he’s outie 500

Mentions:#NVDA

Dude need NVDA to become a 7.5T company in a years time to break even. So just add the entire market cap of META & TSLA and you’re almost there. Absolutely loaded up on LEAPS at all time high. This has got to be fake because someone with 1 mil would never be this retarded

Mentions:#NVDA#TSLA

With that many NVDA calls this guy gonna be rich.

Mentions:#NVDA

Already bought NVDA. Earnings will be juicy.

Mentions:#NVDA

I think it's possible. I am not the OP, and I would not have made this bet, as I do not have the risk tolerance, but I think people forget how this all started. This is a bet on artificial intelligence, potentially the most powerful technology ever developed, and likely the last technology that we will have to develop, if it works out. Now if may not develop at the pace promised, and NVDA may lose market share. But things can still work out and this could be a banger of a bet. We have a year.

Mentions:#NVDA

At your strike NVDA will be like what, 6.5-7 trillion market cap?

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You think NVDA will be worth 6.5 trillion in a year from now?

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Should I buy calls or puts for NVDA? Asking for a friend. 

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NVDA: yes, especially at this price AMD: probably, but forward P/E is getting slightly sketchy. Earnings will probably determine if they can maintain this price for another quarter, but I wouldn't be surprised if it drops even with a full beat

Mentions:#NVDA#AMD

**BanBet Lost** — /u/Logical_Key_5693 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $195.53 → $205.00 | +4.8% | 1d | Lost |

Mentions:#NVDA

Are my apple and NVDA calls cooked for monday

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CUDA isnt a moat anymore; there is literally NVDA-less dedicated open source. Also, 1.5% off the record highs for $SPY is a bottom?

Mentions:#NVDA#SPY

Ya the "loser" and "juvenile" accusations from Jensen were the most uncomfortable. I understand his need to push back on the China issue given the importance to NVDA's future, but he came across as tilted.

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NVDA and TSLA high liquidity.

Mentions:#NVDA#TSLA

I have held AMD and NVDA for over 20 years. This is different, quite different. The demand is escalating because of new things, not just PCs, servers and playstations. Robotic automation, AI ...

Mentions:#AMD#NVDA

I wouldn’t buy NFLX either. Look into AMC, ASTS, RDDT, NVDA, FIG, META to name a few.

NVDA is a bond now

Mentions:#NVDA

Even for the Ruben Ultra generation, NVDA is cutting back on HBM per rack to mitigate cost. Nvidia itself has launched CMX to focus more on memory pooling rather than ever increasing HBM.

Mentions:#NVDA#HBM

Kind of fascinating that NVDA ended June and July right at 200 despite the upheaval everywhere else in the chip space. (Probably bullish for NVDA that it comes out flat on a month where a lot of AI plays were down 30-50%).

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Who here bought almost 8mil of $10 ITM puts on NVDA expiring Monday? Show yourself

Mentions:#NVDA

AMZN, GOOGL, NVDA, and MSFT made the market look a lot better than it was today. Everything else was quite weak, notably DRAM which had a -9% reversal from the highs and closed near the LoD.

I don't completely agree. For one, Musk only sucked up 75 billion of liquidity. That's quite a bit, but not against the backdrop of the amount of money sloshing into retirement funds every month. Yes, that IPO sucked a lot of air out of the room, but quite a bit of oxygen remains. The initial price spike of SpaceX shows how excited investors are about slop, that there's definitely a lot of demand for buying NVDA GPUs and renting them out to people. Eventually that can only turn into a high capital, low return commodity business but for now everyone expects premium margins. Preventing distillation, decreasing hallucination and increasing predictability are all priorities for all the frontier model companies. They're existential priorities, more so than any additional model capability. Now, let's talk inflation and rates. The businesses that borrow heavily now, before inflation resurfaces with a vengeance should benefit from future earnings in inflated dollars. And I see inflation returning. Higher rates and costs will keep new competition out of the business. I see this in real estate, those that built apartment complexes pre-Covid using \~3% HUD loans of the time (as a random, non-specific example) tend to have very nice operating margins, benefiting from higher rents due to inflation. They might also be seeing interest from investors even at today's valuation and cost of capital because those investors believe that cost is going higher in the near future thanks to tariffs, oil, etc. It'll be fun for the minor partners in those K1s, they'll be cashed out of a 10% ROI (on purchase cost) and have to replace that income in the current market. After paying huge cap gains. Hate to be that guy any time soon.

Mentions:#NVDA

Next week I’m hopeful NVDA shows up to the party.

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Next week NVDA needs to arrive to the party.

Mentions:#NVDA

nice work on the NVDA run that 60% is fat. SPY taketh away sometimes but GOOG covering the sins is chefs kiss. bol next week

Okay day. Nice little 60% gain on NVDA at open, gave back 20% on lotto puts for SPY. Also made $2K thanks to GOOG going vertical. Have a great weekend yall.

Play disco elysium... Take care of newborn and toddler and then look at charts before futures open sunday night. Gonna focus on AMD, QQQ, NVDA, GOOG, MU, VRT, BE, LITE, CRM.

But a man can't live on earnings alone. The harvest is nice, but we like to see if at least half the seeds being sown will survive Winter. Cuz Winter comes for everyone, including GOOG and NVDA.

Mentions:#GOOG#NVDA

Took some NVDA profits. Phew.

Mentions:#NVDA

Closed all my options, +40% NVDA, +60% GOOG. Now what?

Mentions:#NVDA#GOOG

AAPL / NVDA / NFLX CALLS - took profit on AAPL puts before earnings :)

NVDA woke up

Mentions:#NVDA

I can't believe how cheap NVDA is right now. It utterly defies logic why it's trading at such a bargain price. I don't think we'll ever see it this cheap ever again.

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Hope you're ready, for NOTHING - NVDA all damn week

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You've described NVDA's chart over the past few weeks, but I'm not shorting that.

Mentions:#NVDA