NVDA

Emilio___Molestevez

weekly reminder that $NVDA sub-$300 is a fucking war crime

Cav829

Lost in everything today is what an insanely shitty stock NVDA continuees to become.

Blade3colorado

I rarely look in the proverbial "rear window." When I do, yeah, I have lost some "big fish," but who cares? As long as I am making good money, I could give 2 shits. Not a flex (just trying to prove a point) . . . I retired early years ago. Been to almost 50 countries. I am worth approximately $3.6m, e.g., since May 31st, my accounts have earned $550k+. However, guess what? I sold MU and AMD in March of last year, both at losses (total - $47k plus) to buy a WA State home with all cash to avoid a high interest rate mortgage. Fast forward today, those stocks are doing beyond outstanding. However, I am totally satisfied with NVDA (almost 117% gain thus far), BTDR, which I sold about a week ago (225% gain), AVGO, AMZN, etc. Regret is an appalling waste of energy.

Rich-Badger-7601

If the hyperscalers start paring back their orders NVDA is also fucked, lets be clear here

savingstrainagain

Anthropic and OpenAI say they gonna have to do massive price cuts 😅 they have to give their product away FOR FREE to get people to use it. Otherwise it’s too fucking expensive with no tangible ROI. NVDA and all the infrastructure plays are and have been the true winners of AI

Individual_Error_428

SpaceCock probably goes to 10 trillion, so NVDA can too

fadetoblack1004

Index funds constituted most of my investments, though I did have a few nice stock picks. Nothing crazy like NVDA, but a couple 500% returns on $5k positions did help.  Most of it in the early going was 401k contributions. I had a side hustle that took off too that really helped me too.  I have about $460k in my brokerages, IRAs, and 401k. $330k in coins (my side hustle, profits were funneled directly into my collection once my student loans were gone) and the rest is cash ($75k), half the house equity ($115k), and my paid off car ($30k).  There's a few odds and ends that are not in these numbers, but that's the gist of it. 

Individual_Error_428

First trillionaire minted, rockets are flying, AI is flying to space, compute is enlarging, power is increasing, war is raging, petrodollar is dying, carbon civilization is crumbling while the silicon one is MOONING… who’s next? I guess NVDA to 1000 is not a meme.

Classic-Equivalent11

Im not sure if im worthy of the club. I only lost 48% on my whole account value this week. Go NVDA!

Individual_Error_428

First trillionaire minted, rockets are flying, AI is growing, compute is enlarging, power is increasing, war is raging, petroeconomy is dying, human civilization is crumbling… who’s next? I guess NVDA to 1000 is not a meme.

savingstrainagain

NVDA is a blue chip stock now that shit barely moves

TheSauce69

Holding dog shit NVDA all week brought my degen account down to $1k. Finally took the loss yesterday and am back to $4.4k after trading tickers that actually move

new_name_who_dis_

The circular money is not what you describe. It's compute providers (like NVDA or GOOGL) investing in the AI companies which are their customers. This isn't that unheard of, it's called vertical integration and has been around for a while.

ccmart3

So this means NVDA to $20T right?

brock2063

But not NVDA obviously..

Rich-Badger-7601

NVDA could be under 190 by 9:30 Monday morning

Fhyzikz

Do we think NVDA under 190 before 7/10?

ericclaptonfan3

this stock is going to be very volatile, like if you owned $NVDA 3 or 4 years ago . Big up days and big down days. I will be buying my shares slowly over time. I got in at $152 this morning

killerbeeswaxkill

70% down on those NVDA $205 calls I guess I’m let them expire worthless because I’m not selling at a loss until it’s worthless

ThinkingOfTheOldDays

Buzz cycle on CPU upside and advanced packaging expertise. They'll be a vendor for NVDA and others for some stuff. Fintwit topics earlier this week, which do seem to move markets

killerbeeswaxkill

Elon about to invest into Intel and NVDA with SpaceX to continue the circle jerking

Suspicious_Green8013

I feel personally attacked Did the exact same thing with NVDA in 2021. 'PE is too high, wait for a dip.' Dip never came. Eventually bought at 3x that price

RothTo0DTE

NVDA fighting with 0 for 3 hours now

DeadLightsOut

NVDA fucking pinned

caughtinthought

You can at least apply some fundamentals to NVDA. They have cash on hand, a customer backlog, reasonable moat. There's probably over a trillion right now in (effectively) pre-revenue companies. For example, IONQ has "revenue" but basically none of it comes from their core product (quantum computers); it's all coming from rando companies the acquired. OKLO is pre-revenue. Sum up all these tickers and you're definitely looking at >1T market cap.

prana_fish

The entire market is a speculative bet. Fucking $NVDA which shits cash is a speculative bet. It's all a goddamn casino.

Xzlk

I cannot out into words how cheap NVDA is if SPCX is \*actually\* worth this.

aorta89

Holding NVDA calls over the weekend retarded?

killerbeeswaxkill

Look at that low volume on NVDA fucking pathetic

tocinoman

Max pain for weekly options skew + not really much of a catalyst for NVDA this week

killerbeeswaxkill

I almost broke even on my NVDA calls instead of a 10% loss I’m back down to 30% LMAO

patelchief90

NVDA literally stuck HOWS IT EVEN POSISBLE FOR €$5 trillion dollar company to move this way

Independent-Cover140

I don’t think it will catch up to NVDA but folks are sleeping on AMD.

TheSauce69

META MSFT and NVDA competing for gayest mag7 stock 🌈

aorta89

NVDA 207.5 for the weekend

Azbroker28

NVDA 210 please!

CriticismOtherwise78

NVDA, pump like her mom's coming home in 2 minutes!

kev0795

Anyone else getting tired of seeing NVDA red ?

Wolf_Faust_

NVDA Calls ?📞

ccmart3

If SPCX holds that valuation and grows, then it totally resets everything we know about what the value of companies are. Hell NVDA might be a $20T company in a few years.

ChreeKnowsBest

MU trading like NVDA today, dead fucking flat while everything else flies

Artistic_Chicken_557

Selling to open NVDA calls easy money

No-Put2311

NVDA is actual slop in my portfolio. Fucking pump or drill just DO SOMETHING

ElvanKing

Name me a more disappointing stock than NVDA

killerbeeswaxkill

Fucking NVDA pump you sob

KeyInstruction641

Leather jacket man announced today that SPCX will now join the Ai circle jerk with a 6 gazzillon dollar Martian data center deal. NVDA will be selling them 14 billion advanced Star Trek chips and SPCX will cover the 67 trillion dollar shipping costs. The centers are expected be online within 10 years of the one million Earthling colony inhabiting Mars.

generaledamame

NVDA will dump before market closes

IHaveInflatableShoes

If SPCX is 2 trillion NVDA should be 20 trillion

soundsfromoutside

Should I see my NVDA and buy SPCX

tnguyen5057

The new Tesla, new NVDA, new SNDK is… SPCX

Beneficial-Age-9293

Build semi's and memory?  No they won't. They'll deploy them and be paying NVDA and DRAM like everyone else.

Fr0ken

Death, taxes, NVDA 200

Patriot420

NVDA 200 until the heat death of the fucking universe

tbb2121

Valuing hyper speculative cutting edge technology companies on trailing earnings says more about the intellect of person doing the valuation than the company being valued. Any great tech story will always look absurd on trailing sales/earnings. NVDA in 2022-2024 is a great recent example at scale. Tech companies trading at <12x trailing earnings are almost always about to die or enter a period of heavy losses. The best tech investors I know are always focused 5+ years out and doing back of the envelope hand wavey math. I'm definitely not getting involved in SPCX in any capacity. Not my style, not my skill set. But were I to get involved, trailing earnings would perhaps be the absolute worst, most misleading, and absolute non-sensical place from which to base an investment decision. One factor that must be considered in speculative tech is positive skew. Great stocks can 100x to 1000x. That pays for a lot of misses. Tech investors can buy 20-50 moon rockets and do very well with a 10% hit rate. Most of the best tech investors only have a 35-40% hit rate. If you buy OpenAI, Anthropic, and SPCX all at a trailing loss position, and >$1T valuation, one of those will probably be a $20T company in 10-20 years. The other two that go from $1T >$0T will be rounding errors. That's how spec tech works. And that's why I stick to paper mills, benefits managers, banks, insurance companies, debt, and other assets that consistently underperform over time ;-)

TipEmpty8429

lol SPCX aiming to build more semiconductors than NVDA and more memory than MU whist still putting up more space payload than the rest of the entire space industry combined. Rename it the hopes and dreams company

TrueCapitalism

I did puts on NVDA. Not smart.

killerbeeswaxkill

I should have taken profit on NVDA when I was up LMAO

No-Put2311

NVDA is such a shitco how is it not moving at all

SteakEater137

Today market rewarding companies with terrible or negative PE: SPCX, INTC, ARM, AMD up 5% or more. NVDA, MU, AMZN? Nah, dump em Love these algos

VictoriaAutNihil

Just picked up more NVDA & ORCL, I'm patient.

Dangerous-Berry7399

More expirations on these names is huge for premium sellers and anyone playing earnings vol. The tighter cycles on NVDA and TSLA especially will create some wild intraday swings worth watching. Been using StrikeEdge io lately to scan deep OTM LEAPS on names like these — caught an AMZN call go from $0.01 to $0.18 in 6 days before any of this extra liquidity hits. Curious if the Monday/Wednesday adds will compress IV or just create more opportunity for scalpers?

HungryHashMastr

My second largest holding behind NVDA and both my sons custodian accounts is 50% Hood 50% VOO.

gizamo

> You buy the index to... No, no I absolutely do not buy the indexes. Lol. You realize what sub you're in, right? The vast majority of the S&P *are* the shit companies. Everyone holding SPX should care that it's full of garbage. When the top 20 or 50 companies are so damn obvious, why bother buying an index that packages them with utter crap? It's not balancing potentials anymore, it's just subsidizing junk. It's why SPX is up only ~20% in the last year while NVDA is up 40%, GOOG 102%, MU 750%, ect. But, yeah, enjoy your index, mate.

jeffynihao

Only 2.13T? That's not even half of NVDA. Did you forget to mention space data centers?

FrostySoftPressure

This was boring, can we go back to pumping MU and NVDA, thanks

GAV17

It's comparable in the sense that some of today's valuations metric have only been higher or comparable to that time. But in a very simple analysis you look at the biggest companies in the US META, MSFT, GOOGL, AAPL, NVDA and AMZN and at worst their trailling P/E is at around 30. MSFT in the bubble had 70/80 ratio and was among the more "reasonable" valued tech stocks. We might be in a bubble, but not on the dotcom level IMO.

george_alto

Sounds like you do not need the money so no reason to sell especially since you said you believe in the future of what they're building. Of course, it's overvalued right now but that comes with being a growth company. When overvalued, the question always is whether the company will catch up to the valuation or not. Go study NVDA two years ago when it was trading in low 100s and all of a sudden, they ran up to 200, 300, all the way up to over 1000 before they split 10 to 1. During that run up its Trailing Twelve Month (TTM) P/E ratio actually peaked at an astronomical 244x. But look at where we are today with NVDA a P/E of approximately 31.

BigBritches619

Its gonna be more valuable than NVDA if you regards keep buying 😂

kwatof33

letting my NVDA 210c expire worthless or sell them at -70%

knoqd_

Very cool NVDA

IvoryTowerResident

are ppl buying stocks like NVDA for the 10x?

generaledamame

NVDA getting rug pulled

RegardEngineer

Bro, you gamble with SPY, QQQ, NVDA, AMD, INTC and other stuff, not with a stock that has written “shit” all over it on every side.

Hopeful_Tea_7551

I've now built this out since my original post and have a working MVP. The automated version is live at [callgrade.app](http://callgrade.app) with 50+ companies graded so far including NVDA, TSLA, META, JPM and other major names. Agree 100% with the multi-year management tracking you mentioned, that's exactly where I want to take this. The infrastructure for it is there...over time that historical accuracy layer I think will be exactly what makes the grade genuinely predictive and a lot more value-added. I'd greatly value your feedback if you have 10 minutes, it's still in beta but honest reactions from people who actually model or who are serious investors, is immensely valuable.

blue-shirt-guy

At what point do I accept my fate and sell this NVDA $215c exp 7/10?

generaledamame

NVDA 200 inevitable, again

Waiting4Reccession

He only started wearing that jacket after NVDA and jensen became big a few years back lol

generaledamame

NVDA heading back to 200 😑

generaledamame

NVDA heading to 200

generaledamame

NVDA big red Santa dong is here

generaledamame

NVDA will dump soon

generaledamame

Here comes the NVDA pump and dump, again

SteakEater137

Today we will pump INTC and ARM, the least profitable of the semiconductor companies. But fuck NVDA, MU and AVGO with their lower forward PEs. Some days the market is really just in a troll mood.

qthistory

There's nothing rational about this market let alone this IPO. It's possible the shares fall by 50% today. It's also possible that there's a frenzy and the shares hit 600, making SpaceX significantly larger than NVDA. Nothing makes much sense anymore.

DeadlyFlora

NVDA and QQQ back up

West_Track_9927

NVDA is sucha garbage pos stock

West_Track_9927

NVDA ur such a POS go up u asshole

wallstreetdiva37

Why is NVDA going to pump. It never goes up

Erieztoys

Need you to have a -4% day NVDA.

funkyk0val

this shit will go past NVDA's market cap

gizamo

NVDA generated 15.5% of the index's 2025 gains. GOOGL made up 13.5% of it. MSTF, AVGO, JPM, PLTR, and META collectively accounted for 23.1% of the total. So, quite literally, 7 stocks made up more than half of the index. Individual stocks matter, especially the extreme high and low performers.

taffy_laffy

NVDA you cocksucka pump

Smearwashere

Dumb question, VGT is made up of 18% NVDA, will it rebalance at some point?

enginvest

That’s that Elon effect. He can die tomorrow and investors start to value TSLA like they do with NVDA which would mean it’ll drop 90% from its current price. Market can remain irrational longer than you can stay solvent or whatever buffet said.

killerbeeswaxkill

About to blow up the portfolio on NVDA/QQQ calls at open

taffy_laffy

NVDA 215, RKLB 130. QQQ 720(this one is already ITM) I close the app and never open it. I promise.

TheSauce69

Another green day of NVDA doing jack shit. But don’t worry, if we have a red day it’ll be -5%

Psychological_Fly109

SPCX bigger market cap than NVDA by lunchtime or by EOD

25999

!banbet NVDA 220 7D

killerbeeswaxkill

Market about to pump to ATH today after all that spacex profit rotates into tech NVDA