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NVDA

NVIDIA Corporation

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Reddit Posts

r/WallStreetbetsELITESee Post

Oi, get on the car. The market took a sharp dive.

r/wallstreetbetsSee Post

YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics

r/optionsSee Post

Bought aftermarket 3/4 expiry SPY puts

r/wallstreetbetsSee Post

Nvidia Blackwell Chip Sets Record

r/stocksSee Post

Investing in AI as opposed to a specific company

r/wallstreetbetsSee Post

Long ITM Call Options?

r/StockMarketSee Post

Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL

r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/wallstreetbetsSee Post

Who should replace Tesla as the newest member of the “Mag 7?”

r/wallstreetbetsSee Post

I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂

r/wallstreetbetsSee Post

NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains

r/wallstreetbetsSee Post

This is crazy..

r/wallstreetbetsSee Post

Any advice on what to YOLO on this week?

r/investingSee Post

This post on NVDA from 8 months ago is a goldmine

r/optionsSee Post

Covered Calls/Puts

r/investingSee Post

Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?

r/investingSee Post

What do you think about my portfolio.

r/wallstreetbetsSee Post

NUE & STLD - TEXAS DEMAND

r/wallstreetbetsSee Post

$6k profit this week from flipping NVDA calls within 1st hour after open.

r/wallstreetbetsSee Post

$6k profit this week from flipping NVDA calls within 1st hour after open.

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NVDA gain porn

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Low risk Semis

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I just bought some NVDA

r/investingSee Post

Low risk Semi - conductor/s

r/wallstreetbetsSee Post

NVDA free fall until $570 level

r/wallstreetbetsSee Post

Strangely the US wants to Intel to succeed but their price does not look that way

r/optionsSee Post

Is holding onto NVDA long term a bad idea?

r/investingSee Post

Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?

r/stocksSee Post

Question for people who profited from both TSLA and NVDA ?

r/wallstreetbetsSee Post

TSM to the MOOON🚀🚀🚀🚀

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Bullish on NVDA after Intel Guidance

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Down the rabbit hole we go. What should I yolo my last on?

r/wallstreetbetsSee Post

NVDA 425 PUTS are pupupprinting

r/wallstreetbetsSee Post

Nancy Pelosi is the new Jim Cramer!

r/wallstreetbetsSee Post

Damnit to heck, Cramer just recommended NVDA

r/wallstreetbetsSee Post

Do capital losses work like this?

r/optionsSee Post

NVDA options suggestions

r/pennystocksSee Post

CES 2024: AI field still have a large potential

r/wallstreetbetsSee Post

How to make free money ($1-2k) everyday

r/wallstreetbetsSee Post

I believe them puts on NVDA and AMD I guess?

r/optionsSee Post

Best single day

r/wallstreetbetsSee Post

My top suggested post is a 6 year old NVDA WSB post

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KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI

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Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀

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Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses

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Best. Day. Ever.

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Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months

r/wallstreetbetsSee Post

Let’s destroy NVDA

r/wallstreetbetsSee Post

Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?

r/smallstreetbetsSee Post

Follow up from my previous post! Still holding NVDA and up a 105% gain

r/wallstreetbetsSee Post

Why is SMCI so hyped?

r/investingSee Post

Why is SMCI so hyped? ....

r/stocksSee Post

Anyone get frustration with themselves not buy more Magnificent 7 ?

r/wallstreetbetsSee Post

How much longer is NVDA going to run?

r/wallstreetbetsSee Post

What's the ceiling?

r/wallstreetbetsSee Post

$18k in NVDA weekly calls

r/optionsSee Post

I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.

r/wallstreetbetsSee Post

Am I doing options right?

r/wallstreetbetsSee Post

If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February

r/wallstreetbetsSee Post

NVDA crash when?

r/stocksSee Post

These are the stocks on my watchlist (1/24)

r/StockMarketSee Post

These are the stocks on my watchlist (1/24)

r/wallstreetbetsSee Post

NVDA to $1000 a share.

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103% gain on NVDA

r/optionsSee Post

Losing Position - Wanting Advice

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Part two- been practicing option trading (80 % success rate)

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PART 2 Been practicing option trading for a year

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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.

r/wallstreetbetsSee Post

Intel upcoming GPU thoughts?

r/stocksSee Post

Investing after divorce

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Best stocks for long-term growth?

r/wallstreetbetsSee Post

Jensen Huang Illustrating How big of Dump NVDA Stock will take

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$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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$PYPL Ad: Six innovations that will revolutionize commerce

r/wallstreetbetsSee Post

AMD stock. Buy or no

r/optionsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

r/ShortsqueezeSee Post

Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA

r/wallstreetbetsSee Post

NVDA

r/wallstreetbetsSee Post

NVDA 600 - 1000 next???

r/ShortsqueezeSee Post

All in on AI today over 40% short and bottomed for reversal!!!!!

r/wallstreetbetsSee Post

💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰

r/stocksSee Post

It’s 2024, how are you guys planning on taking advantage the “AI Craze”?

r/stocksSee Post

What are some good long-term high-growth stocks?

r/wallstreetbetsSee Post

Possibility of an NVDA split

r/StockMarketSee Post

Shall I sell NVDA?

r/investingSee Post

TSM - I was right, kind of, and i think there's still more value here.

r/optionsSee Post

Stock replacement strategy

r/optionsSee Post

AMD/Nvidia options a gamma play?

r/wallstreetbetsSee Post

NVDA🤑

r/wallstreetbetsSee Post

CALLS or PUTS tomorrow??

r/stocksSee Post

Portfolio management

r/investingSee Post

2 Part Question about $450k commission

r/wallstreetbetsSee Post

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”

r/wallstreetbetsSee Post

Am I too late for NVDA calls?

r/wallstreetbetsSee Post

Everything you need to know about AMD in 8 bullet points, before the ER.

r/wallstreetbetsSee Post

How can NVDA be "ignored" when it is a $1.5Trillion company?

r/optionsSee Post

Exit on an NVDA iron condor.

r/stocksSee Post

How I am Positioning myself in the Markets going into 2024

Mentions

You’re good at timing the peak lol. You would have been green if you bought NVDA any other month….. JAN-OCTOBER. Whateverr stock yo dumbass wanna buy next at ATHish, don’t listen to yourself and buy PUTS instead. We need to take advantage of your peak timing.

Mentions:#NVDA

That doesn’t mean anything. NVDA announced the acquisition of ARM back in 2020, despite the very low likelihood of it clearing antitrust. Trump poured some cold water on the NFLX / WBD deal today, and Ellison’s strong ties with the Trump administration could bear fruits.

NVDA isn't a 45 PE right now?

Mentions:#NVDA

Sooo uhhh will NVDA be green today ? (I need it above 185)

Mentions:#NVDA

NVDA blood red, it’s over

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>NVDA can sell to china >Futures in the red ????????

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NVDA is that kid in college that ace every test 💯but you already know the outcome and since he can’t get better he’s there forever

Mentions:#NVDA

I shorted NVDA at least, let’s see if I can pay my bills at the end of the month

Mentions:#NVDA

I'm not in any gangs but I have NVDA shares!

Mentions:#NVDA

Keep the margin balance and your ratios in check and you should be fine. The market is frothy and a bit overpriced right now, so I’m being extra conservative with my ratios, only using about 13% right now. If we see a correction of 10-15% in the overall market, or if I see a good stock getting beaten down temporarily, I will sell more puts during that time. I did this last month when META got dinged, selling $570 puts when it went under $600. Same with NVDA when the GOOGL TPU scare happened.

Mentions:#NVDA#GOOGL

#NVDA GANG Members checking in

Mentions:#NVDA

It’s a solid strategy. Because you’re using margin and covering the trade with your portfolio, the put $ reserve requirement isn’t thee same as it would be if it were CSP. It varies by stock and since NBIS is new and high beta, it’s likely much higher than selling puts in something more established. For instance, I sold 15 contracts recently for Jan2028 NVDA $145 puts. Premium was $36K. The margin allocation from E*trade was only 15% of the total. So instead of it hitting my margin balance for $217K, it only hits for $32K. Notice that even that is just for ratio purposes. I’m actually not paying margin on it. I then take the $36K and invest it in DITM LEAPs and VOO.

NVDA calls, Tesla puts for the next 3 months is the only way.

Mentions:#NVDA

Reclaimed (but no one will see this.) Negative karma from calling the short on NVDA after earnings. $0.37 contracts sold for $4.22 2 days later. 😎

Mentions:#NVDA

Burry is asking for photos of NVDA stockpiles jensen must be sweating thru that leather jacket

Mentions:#NVDA

It's amazing how quick market opinions turn. Couple months ago NVDA was practically a religion and Adam Jensen was stock market Jesus Christ himself. GOOG was a ancient search engine dinosaur verge of extinction. Now its GOOG is seen as the 2nd coming of Christ with its better than ChatGPT AI and its TPU hardware causing Jensen to stay awake at night. Now NVDA is on the defendant seat needing to justify its sky high p/e.

Mentions:#NVDA#GOOG

To short NVDA, buy and hold NVDA then sell right before you go insane from not being able to sleep at night.

Mentions:#NVDA

And you're forgetting the part where stocks go back up after it tanks, and not being solely invested in NVDA. My VTI isn't going to disappear no matter how much the market tanks and in 10 years I guarantee it'll be worth a lot more than it is now.

Mentions:#NVDA#VTI

The people downvoting you are the ones who hold AAPL but can't take criticism. I am also an AAPL shareholder, but I acknowledge they have had 3 straight FY of flat top and bottom lines. This will be the first FY in 4 years that will have any growth. I can also tell you that in past 5 years I also hold AMZN GOOGL MSFT NVDA META AVGO (the true Mag7) and AAPL is the only one I did not add to (aside from reinvesting dividends) in that time period because of (much) slower growth than all the others.

I don’t think people understand how much more more advanced NVDA is than everyone else

Mentions:#NVDA

NVDA, if you can get back to 200 by the end of this week, that would help me greatly.

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Dear NVDA please go up 5% tomorrow thanks goodnight

Mentions:#NVDA

I emailed Jensen and told him that I'd suck his dick for an hour straight if he would take NVDA to 200, so now he has some incentive.

Mentions:#NVDA

Whatever. NVDA 0DTE calls at open.

Mentions:#NVDA

Ok guys let's try for 300k buttcorn and etherium tomorrow and NVDA 400 so daddy can pay a lot of taxes to Mr 🥭 in April

Mentions:#NVDA

Carvana, the financially questionable barely profitable used car company: up 40 dollars today? Damn I gotta get in on that. NVDA, the most profitable company in the world down after their most profitable quarter ever: fuck that, sell it.

Mentions:#NVDA

My bet Have ya’ll seem what happens in those dystopian movies? Where one or a few megacorp(s) own everything. What do u you think their stock price falls because of regular folks suffering? No way. They get pumped. It’ll be GOOG, NVDA, APPL, and NTFX

Mentions:#GOOG#NVDA

Just talked to Ai while high, this shit is wild. It told me to buy more NVDA stock. Thanks grok

Mentions:#NVDA

Exactly! I was quite glad my total portfolio was +0.19% for the month while NVDA was -12.59%. While I don't own any individual NVDA shares, I own a ton of it in so many funds so I was still worried about over-exposure.

Mentions:#NVDA

NVDA, you know what you have to do!

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NVDA bigly pump tomorrow?

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Still doesn't matter, NVDA litearlly cannot make enough gpu to fill the demand.

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!banbet NVDA 173 72HRS

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NVDA post earnings 2 weeks consolidation done

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If NVDA could just sit at 180-185 for the next two years would be wonderful.

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GOOGL is the new NVDA i guess, just tanks every day now

Mentions:#GOOGL#NVDA

NVDA calls at open. Its PUMP WEEK

Mentions:#NVDA#WEEK

All the new NVDA bear cope should fuel the inevitable rally nicely

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NVDA bulls get loose you got a long gangbang ahead of you

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These guys are assuming NVDA can produce enough GPUs to satisfy 100% of demand... when you can't guarantee access to the latest and greatest tech, the equation changes immediately.

Mentions:#NVDA

Motley Fool says the best quantum computing stock is NVDA 🤔

Mentions:#NVDA

the problem has never been taking it to China, in fact I think most reasonable people would see that as a place where tariffs could be effective. The problem is that trump wanted broad tariffs that were mostly directionless, such as small islands with no population, things the the US can not produce (banana), or just because he felt like it at the time (Brazil/bolsonaro). Now, instead of targeting our real competitor we are isolating ourselves and paying more for everything. Now Trump wants to cozy up even more with China to get some sweet NVDA bucks.

Mentions:#NVDA

NVDA will rip...sold friday

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Why’s everyone mentioning NVDA, was there any news?

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Better companies overall. And they work with NVDA which is the best company to be working with.

Mentions:#NVDA

Aapl having a more expensive forward PE than NVDA and meta is gey

Mentions:#NVDA

Eliminate NVDA and you’re in a loss position after two consecutive years of +1x% benchmarks. If MF didn’t recommend that you’d be screwed.

Mentions:#NVDA

Those numbers will get larger but lots here aren’t considering the top 500 companies will shift and change in this time frame. Hence why ETF investing is simplified and a great way for casual investors to invest. You’re placing your eggs in a constant 500 shifting different baskets and not just for NVDA to return 10% year over year for the next 40 years.

Mentions:#NVDA

i have been keeping an eye on MSFT lately. and have been selling puts on it. i have been interested in meta but lost interest once they shot back up (I think after their slight dip, it went back up \~\~14ish%?) so i changed focus to msft. in general, i dont think PE comparison to each other really means much in this day and age for massive companys. They touch to much aspects of various things that its not really a close comparison. an obvious one would be AMZN, AAPL, NVDA. are they related in some ways? yes of course without a doubt. But they are also so vastly different from each other. So i dont put alot of weight in P/E as long as its not something crazy. that said, as i said before, i think MSFT had been having a panic drop by investors due to various reasons or another. and i think MSFT is poised to atleast regain its recent drop.

AMZN needs to spin off AWS already. Like imagine NVDA came with TGT bolted on to every share

#NVDA GANG Members checking in

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NVDA gonna pump right ?

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Need TSLA 460, SPY 688 and NVDA near 190 at open

Sending this out into the universe: NVDA will awaken this week and stop acting like a little bitch. Bullish:

Mentions:#NVDA

The entire reason they were able to short as hard as they did in 06 and 07 was because of insanely cheap (compared to the actual risk of default) and long horizon credit default swaps. You’re not going to find a way to cheaply short NVDA or any stock on a long horizon. Be my guest trying to find out your limits of solvency against a bubble though.

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Long PUTS on NVDA.

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NVDA calls at open, pump week I feel it

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Since 2021 🌽 (aka digital gold) has had 50% growth. For comparison NVDA had 1000% in that time. Apple and other Mag7 > 100%. SPY 60%. The ultimate irony? Real gold is up 65% in that time. And people still think it’s a good investment. Retards.

Mentions:#NVDA#SPY

You should be able to sell and buy index by yourself without any help. Look up what the percentage of your company stock is in QQQ, SPY, etc. as a guidance for how much to keep. E.g., assuming you work for Nvidia, SPY keeps only 8% of its holding on NVDA. If you like your company that much, may be retain at most 16%-20% on NVDA. Pre-calculate the capital gain tax as well to spread out the sales into more years if needed to lower your tax.

Mentions:#QQQ#SPY#NVDA

I only have three stocks that I'm investing in with the way the market reacted to Burry/NVDA situation (not saying he's wrong, everything is overpriced), and my time horizon is similar since I think we will start seeing some of the cracks in the system in the short term. One of them will probably get me banned for mentioning, but GOOGL, ASTS, and GANX. ASTS has already shot back from the dip, so remain skeptical. Google is a safety net. The other is speculative buyout based on the results of their most recent study, and they're announcing more very soon. High risk high reward.

NVDA P/E was 250 in 2023. Someone like you would have missed out on 288% growth. In summary, STFU.

Mentions:#NVDA

Roth IRA: FXAIX, SCHG, VXUS, GLDM Brokerage: Mix of individual stocks including Google and NVDA, Coca Cola but will eventually just DCA into VTI, VXUS and QQQM after maxing out my IRA

I don’t need to allocate all my Large equity to XMAG. So I will still get I’m considering adding Meta, Goog MSFt & Amzn Maybe add NVDA & AAPL at half the normal weigh and zero TSLA

No idea what his swing trades were, lots of small/micro caps. His current holdings are all over the place: NVDA, AMZN, GOOG, ZM, VZ, DOCN, SKILZ, BRK.B, TOST, and like 15 others I can’t remember. TBH like 1/3 holdings are doing really bad (skilz, DOCN, and zm), but he’s the type that sells half at a double and half again if it doubles from there. So he calls it “house money”, idk if I agree but since he sold so much the holdings aren’t very much. So those companies he bought around Covid and sold most at the highs. Similarly, NVDA he sold 2/3 of his position between $120-180, his cost basis I think was $13. So he prob won’t sell the rest until he needs money cuz it’s house money.

Imagine SPY 750, NVDA 300 and your tongue inside AOC’s butthole 👅👅👅

Mentions:#SPY#NVDA

What catalyst do you see that will result in NVDA declining more than $70 in the next week?

Mentions:#NVDA

I want to be realistic with myself, I mostly want growth, I know stocks can give a higher return but are more of a gamble. Is someone is invested in VOO would there be a point of them investing in NVDA, NVDA could go up while VOO is less responsive because of the other funds, would it be worth to look at stocks only outside of those etas

Mentions:#VOO#NVDA

!banbet NVDA +1% 1d

Mentions:#NVDA

Need NVDA at 190 this week or I’m gonna crash out

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NVDA partnership with Chipotle to be announced. Chipotle is gonna use heat generated from chips as avocado ripener. 🚀🚀🚀

Mentions:#NVDA

Are you guessing that NVDA will pump? What are you using as proof. I use heatmaps to see where dealers are long or short.

Mentions:#NVDA

Are you guessing that NVDA will pump? What are you using as proof. I use heatmaps to see where dealers are long or short. Take a look here: [Atlas](https://discord.gg/3Fq4hWC5)

Mentions:#NVDA

I don’t see why folks are calling $30T crazy? Why not the $5T NVDA today? Why isn’t $400B a crazy number? What are people using as the basis for crazy or not and why? I can’t comprehend anything over like $50M when comes to money. This post could have said in 40 years companies will be worth $500T and I would have said “oh that’s interesting” all the same.

Mentions:#NVDA

not talking about returns; but adoption. Even if one doesn't believe in it, consider NVDA as a proxy. Look up Zero-Knowledge Proofs which depend directly on GPU compute

Mentions:#NVDA

Nothing burger. Your thesis has three major problems, we never buy anything that can be a major security risk from China. Huwei has already been banned from selling tech to us before because they’re essentially a spy company for the CCP. Finally even if they had a major player we would likely just block it listing in US exchanges which would stop many people from pulling money from NVDA, my company certainly will not be buying Chinese stocks.

Mentions:#NVDA

The chart is similar, but what makes them stand out with there technology sector. Or surveillance or any of there widely diversified offerings. There are mega cap companies already doing what they do. SMX seems to be a one of a kind technology who owns this new technology. Like an NVDA whose gaming GPUs were already in play when AI exploded. Right place, right time, and owned the market.

Mentions:#SMX#NVDA

NVDA - Purest megatrend compounder AVGO - Every hyperscaler needs AI networking: switches, routing, SerDes — Broadcom dominates. PLTR - Defense digitization, automation of logistics, and secure AI all support PLTR.

I regularly pair trade AVGO and NVDA. Currenlly short AVGO (-400) and long NVDA (+800) shares. Works when there's chop in the waters

Mentions:#AVGO#NVDA

Attention readers don’t listen to this fear bullshit. If hood falters it gets removed from the index. If app falters, it gets removed, replaced by something else. That’s how it works. All you pussys hoping NVDA will crash need to go touch grass. They had a $72b income in 2025. They’re expected to net somewhere north of $90b in 2026. Don’t listen to dumb fear posts like this.

Mentions:#NVDA

NVDA is currently trading ~25x forward PE, right around its prior troughs in Oct-23 and Jul-22 (though higher than the DeepSeek Jan-25 level of around 20x PE). Historically whenever NVDA stock approached 25x forward PE, it usually rebounded towards 30x-40x forward PE in the ensuing 3-6 months, for a median 37x median forward PE over the past 5 years. Moreover, NVDA stock is now trading at its widest ever ~40% discount to AVGO’s current 42x forward PE versus historical -10%/+7% discount/premium over the past 1/2 yrs, respectively. In other words, consensus has already implicitly shifted atleast 10+ points of (2H26E/27E) AI market share towards AVGO, conceptually #I STILL LOVE AVGO AND STILL HOLDING. WHAT I'M SAYING IS NVDA IS REALLY UNDERVALUED RIGHT NOW

Mentions:#NVDA#AVGO

My perspective as a NVDA, AVGO, and Google investor 1) Tight industry supply and NVDA leading allocation makes it tougher to shift customer mix over the next year, 2) TPUs have been proven only in Google’s data center, while GPU are available in multiple cloud environments including Google cloud 3. I estimate Google’s GPU purchases from NVDA (~$10bn in CY25E) are similar to Google TPU purchase from AVGO, 3) NVDA’s upcoming Vera Rubin platform, expected in 2H26, could shift the competitive landscape again, and 4) Margin stacking of AVGO (~60% GM) and Google might approach that of NVDA’s 75% GM which are achieved with greater scale. Overall, I continue to believe the current situation is another overstated DeepSeek Jan’25-like moment that provided a particularly attractive buying opportunity for AI semis exposed to a $1.2Tn CY30 AI TAM, 3x from current levels #JUST BUY NVDA, AVGO, AND GOOGL. NO NEED TO CHOOSE, THEY ALL WIN!!

Uh… I’m glad you’re holding $610k, but from the lows of 2022 to now, NVDA is up about 12 fold. That should take you $16k to $192k Were you buying options or something or was this a typo?

Mentions:#NVDA

After a period of AI capex angst, investor debate has now shifted to competition between OpenAI and Google Gemini LLMs, and between Google/AVGO-based TPU and incumbent NVDA GPU-based chips

Mentions:#AVGO#NVDA

I’ve made a lot of money off HOOD, COIN, and NVDA. My models still show a lot of money to be made. Relax.

Tbh when I first got interested in investing like 10 years the most talked about stocks on here were stocks like AMD, NVDA, AAPL, GOOGL, TSLA, and AMZN. As a broke college kid I bought a tiny bit of each but of course thought I could be a genius day trader so sold instead of just buying and holding. I learned my lessons over the years and ended up doing fine but it’s safe to say Reddit actually was a very good resource. The average person could’ve been buying even modest amounts from that time and would’ve changed their lives if they held.

NVDA's got dat alpha. That's my conclusion. Buy NVDA.

Mentions:#NVDA

We full ported all of our members on some 0dte NVDA calls and panic sold right before power hour.

Mentions:#NVDA

A few weeks ago, I got into a $0.5 deep ITM covered call that cost only $.21. The expiration was a little over a year out. It was going to return $.29 on a $.21 investment, or about 8% a month. And it had 99.9% downside protection - if NVDA drops from $182 to $.21 then the world has bigger problems as it's some sort of global nuclear war. I didn't stick with the trade or scale it up as the value of the short call was $18k for each contract. Brokers limit how much total short positions you are allowed to have and you'd hit that limit quickly - not making the total return worthwhile. I think I got out of it at $.25, but it was a fun trade just the same.

Mentions:#NVDA

No. At least not yet. NVDA’s y/y revenue has grown 62% while their share price has only grown about 46% (Oct 26 2024 - Oct 26 2025)

Mentions:#NVDA

This feels like a case of judging the index by a few loud names. SPY isn’t a stock-picking portfolio it’s a broad reflection of the U.S. economy. Some additions will always underperform in the short run, others massively outperform later. NVDA being 7% cuts both ways (risk and return). If someone wants “only the good parts,” they’re basically asking for active management which history shows most people underperform over time. SPY works because you don’t need to be right about individual stories.

Mentions:#SPY#NVDA

Only 2 of the Mag 7 were market leaders in 2010, only 1 in 2000, and all were negligible in 1990 and earlier. Leadership rotates. History hasn't stopped. Right now, it assumes a tech-led consumer cornucopia will last indefinitely. At a time when users of all their services recognize 'enshittification' has set in.\* We could have $150/bbl oil in 2030, and little discretionary income for tech status tokens. Then it'll be Saudi Aramco, XOM, CVX, PetroChina, Shell, COP..., and the current Mag7 stuck with depreciation from their data center malinvestments. \* Some consumer relationships, like OS or social network are stickier than past ones like mobile phone network or car brand preference. But as most sites become worse with every passing year, there will be more consumers like me. From the Mag 7, I've had zero engagement with TSLA products, left all META platforms in 2017, am content with a 9 year old iPhone (purchased used), 6 year old MSFT OS license and 6 year old NVDA GPU, avoid AMZN shopping when possible, and pay GOOGL $15 a year for storage. Meanwhile I use DuckDuckGo for search and LibreOffice for documents, while ad-blocking everywhere. They're not trillion dollar companies on account of consumers like me. Few non-US nations are happy with US social media sites, and I think we'll see some local-protectionism/mercantilism there. 47 gave them licence. TSLA is is a 150 B car company with $1350 B of empty promises. Even if LLM logorrhea is more than a fad, NVDA is screwed if alternatives like Trainium and Ironwood prove more efficient than GPUs. I think MSFTs lock on PC OS and APPLs lock on prestige mobile OS are a bit stronger, but as hardware asymptotically approaches physical limits, were going to see longer upgrade cycles. *All* of these can fall out of the top ten.

NBIS almost mirrors NVDA have you watched it ?

Mentions:#NBIS#NVDA

I lost my ass buying recommendations from their paid portfolios. I bought 3 of their portfolios and still haven’t gotten back to baseline. NVDA is one of the few that was a winner for me. I waisted 5 years of my life before I came to the conclusion that MF is total BS. I only do ETFS NOW.

Mentions:#NVDA