Reddit Posts
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.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Mentions
I saw news saying he added more to his Mu NVDA shorts
NVDA please make me rich
Head and shoulders is irrelevant when fundamentals are so strong. See NVDA 2023 when every sub was flooded with bears saying the technicals will send it below 300 (30 post split). We are almost 10x that now.
NVDA the rat chops so much but you blink and boom, it’s somehow found it’s way to 200 or some other level it was avoiding when you held it
AMD pumped 2.5x since April, while NVDA is back at its 195 level... My point is... AMD is not a Dram business, but it follows Dram...
NVDA ODTE PUT at 200 (if reach to 200)
NVDA barely dropped on the way down
The AMD pump with the rest of DRAM, while NVDA barely moves... weird
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $205.00 (above) | $195.53 | +4.8% | 23h 60m |
These articles are even dumber than AAPL and NVDA trading market cap
$250c for Amazon, $200c for NVDA and $92c for Intel. Don’t know if I’ll be able to contain myself until open.
NVDA is still undervalued full port now
NVDA 100%, surprised its not on here more places
My overnight MU’s and NVDA calls are gonna explode and so am I omfg
I think it's important to highlight that NVDA is actually in a very nice spot here do you know what I am saying?
I think it's important to highlight that NVDA is actually in a very nice spot here do you know what I am saying?
He was hedged with NVDA puts but NVDA didn’t crash like everything else…it just pulled back a bit.
MAG 7 NET INCOME GOOG 112.11B AMZN 62.65B NVDA 58.31B MSFT 35.80B AAPL 29.79B META 15.85B TSLA 🤡 1.10B 🤡 Clear Winner GOOG
Who do u think created that rout in Semis only while rest of the sectors have been rallying?? Even at the dirt cheap valuation for many stocks like SNDK, MU, NVDA, MOD etc. Citadel is the market maker and had the incentive to do it.
its a long short strategy probably in some capacity, but also it isn't up 30% since November? NVDA since November at best up 10-15% if shorted end of Nov 2025 and at worst down \~7%. Factor in borrowing costs at another 4-5% for NVDA since it isn't a highly shorted company and then presumably he also used the proceeds to make bets on other companies. it hasn't been crazy but if you look at NVDA compared to the rest of the market this year he didn't make a bad call. its only up 3-4% YTD.
Very interesting, I need to listen. I do think NVDA has a massive moat and is undervalued either way. Strong buy under $200 imo. Jensen did say they expect to be pulling >$1T/yr by next year. If that’s true… oh my gourd
I sometimes think about how bears were saying the same thing about NVDA and GPU’s in 2023 when the AI boom started. Here we are three years later: shit is still pumping and they’re mad that they’ve missed out on all the fun.
Their in house chips are extremely powerful and substantially cheaper, and very powerful. So are Google's. Competition is the reason NVDA isn't moving these days and I think it will only get worse. NVDIA is one trick pony, AMZN is like a god and will soon control all. But I'm usually wrong, so
Full porting my margin on NVDA for a swing trade surely cant go wrong
NVDA looking like an extremely strong buy after today. Still below $200. Extraordinarily undervalued.
Unless you're already old . Past 40 , he's got the right perspective. My main Roth IRA gets love first , speculation second unless I see something like NVDA go cheaper than usual.
Yeah I definitely got in on that juicy $192 NVDA. Was like VOO , I love you but you gotta go hang out with SCHD, CUBE, and ARCC for a minute
Buddy, AAPL is only going up right now as a hedge against the AI bubble bursting. When the market tanked yesterday, AAPL hit ATH because they held little to no exposure in debt to AI infrastructure/ R&D, and subsequently it lead to helping the S&P balance out a little after Nvidia shit the fucking bed again. Since the market was starting to rise today even before Apple posted earnings, it was already on a downfall because people were putting their money on AI stocks jumping back up again like NBIS popping ~30%, it didnt tank through good earnings because it wasn't enough, it tanked because it showed people the market is still stable enough to keep climbing for a little while longer at least, and they would be able to make money on AI companies like how Microsoft also figured out how to go up for once. AAPL isnt surpassing NVDA as the highest market cap company for products being sold, it was surpassing it because the other mag 7 investors needed a place to hide when shit started hitting the fan, and AAPL was the only place with a fucking umbrella. The higher the market climbs, the more people that were taking refuge leave to go back into AI stocks, and when they start getting downturned again, AAPL will once again rise as the hedge and stabalize the S&P as the others crater. Fundamentals have been out the fucking window for a while now buddy
The biggest bull run until NVDA earnings has started buckle up
Gimme gimmme NVDA 200+ tomorrow
my NVDA calls making me look smart
AMZN increased Capex by 20 Billion. NVDA opening above 200 tomorrow. MU above 925….
I'm not saying its fair, I love NVDA but people don't like the stock.
Are they? Cuz NVDA gets shit on no matter how good their earnings are and locked near 200 over and over and over...
Interesting his last 13F in June he was short NVDA,AMD,AVGO etc
AAPl pulled back so NVDA can live….
NVDA calls for Aug 28 are free money rn
decent support around $191 has held past month, closed above 200 sma today, resistance at $195 could turn into support, not much action today compared to other big names so thinking money starts moving into NVDA tmrw. Predicting it opens around $197, quick touch down to $195 and then up to $200
NVDA will crush it this time.
if APPL has to fal for NVDA and GOOGL to Pump then so be it
Surely the money in AAPL rotates to NVDA
Does everyone all this amazing "soaring" and stock highs are because we dumped straight into earnings. Don't forget, in the past few months: GOOG was over $400 AMZN was over $280 AAPL was over $345 MSFT was over $465 META was over $686 TSLA was over $450 NVDA was over $235 (Technically, it hasn't yet reported) Literally every Mag7 stock was higher - Same with AMD, AVGO, etc.
going to be a big day for NVDA tomorrow - buying 0DTE calls when it touches $195 tomorrow morning
Just want a casual +5% from NVDA. Is that too much to ask for
I've been wheeling NVDA for a while now. It does that. That's why the premiums are high.
I’m well diversified so I can survive anything. And by that I mean I have NVDA calls and AAPL puts. Lmao
Tomorrow is NVDA 200 day in the morning
special boy companies like AAPL and NVDA like to report at the 30
Me poking NVDA come on, do math
Grabbed some NVDA calls for tomorrow. Seems like the only one that didn’t pump bigly today. Pls don’t fuck me KOSPI.
I sold my 3 calls when I had 10 k to my name I made 300 profit before earnings and was hyped then NVDA went from 800 to 1000 and I was sick doing the math of how much I could’ve made still remember I was sitting in my buddies room gaming
I distinctly remember people saying “imagine buying NVDA at 450 lol” before it ripped to 1000
Why is everything mooning except NVDA man fuuuuck
It's like a horse-race where NVDA was the pace-setter and MSFT is the closer.
Load NVDA sub $200 or you ARE NOT MY HOMIE
NVDA has been playing with its balls for 2 years
I love how when chip stocks take off and NVDA is just playing with its balls.
I seriously fucking hate NVDA so much.
NVDA gang report in, how we feeling!? 😍🫵
NASDAQ up 3% NVDA lagging behind by 1.5% absolutely ridiculous. Someone(s) is holding this behemoth down in a major way
NVDA you fucking cock move
Because everyone can get much nicer returns on other lower market cap names, NVDA is a old dog
Why is NVDA priced like AI is over, but every other name is pumping like AI will never end?
the kospi angle is interesting but i'd be careful drawing a straight line from korean market stabilization to nasdaq being in the clear. they're correlated but the drivers aren't the same right now. MU and NVDA have their own earnings cycles and any macro shock (rates, china export controls etc) can blow up that thesis fast regardless of what samsung's doing. not wrong, just a lot of assumptions stacked on each other imo.
NVDA just busting it’s bussy wide open for theta today
Sorry, I thought this was my post from r/SNDK_Stock lol. But yeah, everyone is waiting for the amazon earnings and kioxia overnight. If these two print, the market will jump another 15-20% tomorrow. But most of the leveraged investors will start unwinding positions afterwards so I think its reasonable to expect another pullback right before NVDA earnings
Okay so just doing simple math then NVDA should be up by 7.8% today compared to Microns near 20% not under 2%. I'm just saying that its being suppressed. Something is going on underneath the hood
Someone working pretty hard to keep NVDA pinned down....
The worst part about NVDA not participating in this giant run is if they selloff tomorrow they will lose everything they made today and more.
**BanBet Lost** — /u/dffdfx (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $196.18 → $203.00 | +3.5% | 3d | Lost |
You got this NVDA. I believe in you.
NVDA give us a big pump right now, stop lagging, show us you are the king
I just think its a terrible sign that NVDA can't keep pace with the market right now after its huge drag down this past week. Fighting just to stay above its 200d
NVDA the boomer stock of choice. Mother fucker man. 18% here 30% there 11% there, NVDA 1.5% suck my dick Jenson
NVDA under $200 is genuinely such a bargain
Go long all of the stocks (that SA was long and short) like CRWV, NBIS, ORCL, NVDA, ADBE as citadel merges them with their larger existing core positions .
Yeah. $NVDA bulls who bought in 2022 are of course just fine. But the "zOoM oUt" crowd is retarded to not understand opportunity cost of being stuck in the mud for like 2 years while rest of AI infra absolutely rips.
When will NVDA actually have a real ass pump cmon
If NVDA was able to buy any company (forget anti-trust for a second), who would they buy?
$MU up 17% in a day and dumbass $NVDA bulls think 1.87% is a win lmfao
NVDA became the bitch of Semis
The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.
Someone send some escorts to NVDA place so he can get it up, this is ridiculous
It is, but unfortunately i believe that like computer and internet we are gonna see winners and losers with AI and losers will be painfull to have in the portfolio. So it’s not as easy as buy whatever in my opinion. I talk as an NVDA bagholder who would never ever thought to see them back around 190
NVDA brother I need you get your bitch ass together
NVDA calls for Aug 28 are free money rn
I find it pretty funny that NVDA being the biggest player in the space, but while everything else in the sector rockets, it always gets left behind. No stake, just observation.
NVDA not following suit is wild work
going to buy 0DTE NVDA calls at open tmrw, wish me luck