Reddit Posts
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
The face of someone who just discovered the dip has a dip
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
NYSE to bring all-or-nothing options to stocks and company earnings
NVDA just cucked the entire AI scene and anyone barely noticed.
A one-time gig to monetize your loss porn 🤝
Hear me out regards: Is Phase 3 of the AI boom actually crypto? 🧠🚀
$AAPL just surpassed $NVDA to become the world’s most valuable company.
Apple may overtake Nvidia tomorrow
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
The real hedge for today’s bloodbath $NVDA
Insiders dumped $21B of stock in Q3 and bought $923M
Hi Mr. BURRY, Is it still Circular Financing if Chinese Companies Buy NVDA Chips?
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
30K to invest - Oct 19 Market open
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Why is market crashing again? I'm so sad.. I cannot habibi
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Once again S&P1 seems to be the best long term strategy over the S&P500
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
If market takes a shit wishlist — what prices are you betting your house on ?
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Mentions
Show off his NVDA tattoo on his left shoulder
We are finishing June of 1928. July is spectacular. NVDA price target $1000 Jan/Feb 2028 NVDA price target $20 Dec 2030
I wrote in italian. I meant AMZN has $5 billion of NVDA Chips not used because of lack of energy. They will probably have negative free cash flow, they are sacking workers. No reason to go up
just wait till the real money realizes bro....the big boys with real money don't fuck around with stocks that move 5% a day. They might throw some speculative money at them, but nothing big. There has not been much mainstream media coverage of the neoclouds, and how their contracted power is their niche. Once that, instead of rates, oil, epstein, fuck you name it. Once media starts screaming about power shortage, and the chips sitting in warehouses because lack of power. Neoclouds are going to fucking rip, just like NVDA a few years back. MU was sitting on over a years long backlog for over a year, before there shareprice finally took off. There is quite a bit of money sitting on the sidelines too because of the whole connection to crypto. There is a whole generation of investors (with a shit ton of money) that won't touch crypto. I think neo's go straight north (again)once these catalysts start to appear (which they are)
AMZN has $5 billion NVDA chips not used because of lack of energy. It's over
My frenemy, this has nothing to do with intelligence or lack thereof, I can tell you are trying to be thoughtful in your investment strategy. It’s all about sharing knowledge. Nobody is suggesting going “all in” on bonds or precious metals, liquidating their entire portfolio to chase that. That’s about as dumb advice to tell somebody to go “all in” on one stock like NVDA. This is about building a moat and diversifying an already strong portfolio. If you’re like most of the ppl in this sub, lots of people have more than 70%+ of their portfolio concentrated in tech. What if China invades Taiwan? What if Iran blows up another refinery? None of that will have a rosy outlook on tech. In an environment such as this, some hedging is appropriate, but hedging only works if you secure a spot on the life raft ***before*** the shit hits the fan The last thing I’ll say that if you’re the kind of investor to buy 10 year T-bills then you’ll be more happy about an aggressive fed that wants to fight inflation than you are of rate cuts at a time when inflation is running hot
SNDK will smash today but i think it will sell-off (more) NVDA style
NVDA wiil move late afternoon before bell
i like the part where NVDA just doesn't move at all
small rounding error to $NVDA but a major gamble for DD
I made my money on the NVDA run up to $1k. Don’t get mad when they’re very very suddenly not making those returns. Just saying.
So GOOG META MSFT NVDA and semis are all shit now, that seems reasonnable
I want NVDA to stop acting regarded and draw a V or at least Ws, not fkin Ms
An in investment in NVDA over the last year sold right now would return about what you’d earn on dividends from Realty Income.
I need to mentally consider the human centipede before us. So, MSFT bets heavily on OPENAI, a bit in ANT, owns stock rents GPUs to for 'free' to them for the stock. Buys GPUs. Reports unrealized gains in stock as 'profit'. Goog invests heavily in $ANT and $SPCX. Circlejerks them with funding for it (while also competing with them directly in both neocloud and AI developemnt). Reports unrealized gains in stock as 'profit' and then gets fucked over when SPCX stock drops. AMZN massively invested in $ANT and OPENAI. Reports unrealized gains as profit. Funds both, also reports their unrealized gains as profit. Semi GPU names (AMD/NVDA etc) also circle-jerking the AI company funding to infinity, reports GPUs they gave the money to buy to the companies that bought them as profit. So, $ANT is IPOing? If they drop or even flat like SPCX shit is gonna go boom isn't it?
Don’t GOOG my NVDA goddammit!!!
Just realised the QUAL ETF (*QUALITY STOCKS*) does not hold any GOOG. But it does have MSFT, AAPL, META and NVDA There's a lesson in there
Made all that money on SNDK’s rip yesterday just to jump into NVDA and lose it today.
BREAKING news: GOOG announces its getting bought by NVDA for 10T cash offer. Stonk down another 5%
They will surely get a great loan from NVDA.
Need NVDA at 220 today so I can sell and jump into SNDK for earnings pls n thnx
Everyone raising capex guidance for more GPUs So my guess is NVDA will go bankrupt
Since when did the N not stand for NVDA?
i don't see NVDA missing expectations but the drop is 50-50
AMZN and NVDA look like to be the next ones after GOOG
Googl earnings showing NVDA is a buy
So I was looking at a graph my broker sent out, and it was about how the Mag 7 have been trying to bring the market down lately, but now about 90% of the other players are the ones actually propping up the market right now. Basically, the total market looks pretty solid, minus the big guys. I bought more NVDA today because their future estimated earnings still look solid and my position was pretty small. However, look at Google's 2026 Q1 EPS (5.11), and their estimated 2027 Q1 is 3.40... that's not good at all. I'm not selling, but man, it's gonna take a minute for them to claw back. With all that said, I think there are a bunch of good buys, just not most of the Mag 7.
I miss the days when NVDA was known for making amazing GPUs for PC gaming. Le sigh....
should i buy the NVDA dip at open
I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. If you were to give me the choice, you can be all in on DRAM or, all in on AMZN/MSFT/NVDA at equal weight, and cannot sell for 5 years, I'm without hesitation going with the latter. Ther latter group's success is driven by IP and products and services that you could potentially replace, but at lesser quality. The former group is selling commodity products and just taking advantage of bidding war markup to create their margin. One of these models has already created decade or decades of dominance. Other is riding a roller coaster of supply and demand dynamics. Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups. I plug RAM or storage into industry standard socket/connector and it works, doesn't matter which brand and it's equivalent performance. I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.
Money all flow into NVDA. Google will buy more chips
I bought NVDA at $35 and it dropped. Then I bought it at $11 and it dropped to $6. Then I bought it at $126 after it dropped from $300 and it hasn't dropped below that ever since. Also it split 40x since then. Never bought GOOG or Netflix.
Its great for CCs but overall the TPU side is a wash, they are trying to beat NVDA possibly the best company in the world consistently at what they do best, every company doing this is a short term short. They have very interesting AI projects, they should work on building a Grok Bot style assistant that integrates everything because everyone loves the chrome, youtube, gmail setup that just works as intended.
Does someone know something about NVDA? I don’t understand that chart!
Btw Nvidia acq of Mellanox is what made NVDA a trillion dollar company
It’s 2029. The AI bubble has collapsed. NVIDIA is $4. Jensen Huang is selling H100s on Facebook Marketplace. ChatGPT has been replaced by a guy with Google. Sam Altman can’t afford ChatGPT Plus. Your $12,000 AI settlement just hit. Skynet becomes self-aware, reads one WSB daily thread, and decides humanity isn’t worth exterminating. It shorts NVDA instead. Gets liquidated. Launches the nukes.
NVDA has a lot of motion going on
Yup. Puts on MU, NVDA, and the neoclouds
lol. Bro, I bought $70k of NVDA in 2002. I could buy your ho and then some.
NVDA and AMD pushing down
CBRS is way undervalued and Amazon one of the big hyperscaler uses CBRS over NVDA GPU for Training as it is much efficient and cheaper Pretty soon this stock will 2X
Thank you for the write up and I like your thoughts. I did leaps on AMD starting from 50, 75 and out for one year. I did buy the stocks at 15 starting in 2016. I bought NVDA at 24, sold at 400 and use the proceeds to invest all into AMD. It has been a crazy ride with big swings. Now I have shares from both leaps and CSP, and long buy and hold with CC. When I bought leap in 2016-2020, I was not paying attention to selling monthly short call to keep the cost basis lower. Essentially instead of PMCC, I have been doing Covered Strangle. It would be fun if I managed to do more complex lots that look like Covered Strangle + PMCC. Since the good time of AMD, I find it difficult to find good stocks that are undervalued. Also I have interest in good growth dividend paying stocks that help with short call + quarterly dividend to reduce cost basis or add additional fractional shares into the lot. I wrote a PMCC option scanner but it lacks the inputs of 52w low and I prefer to be 1/3 of the price range as bottom pick is risky in my experience as I never can tell it hits bottom in a down trend. I use analysis on the 52w range along with triple screening with 30m, 4h and 1d, EMA to see if the stocks in rebound. https://preview.redd.it/y1p4n9r35ayh1.png?width=3094&format=png&auto=webp&s=0ae94809a17cc6d076a63e21ff74b4a1be0ed1f8
I did not listen to the earnings call But why chip manufacturers like AVGO, NVDA are also down if GOOG ads are messed up.
It's not opposite ? QQQ is down because if NVDA ?
I was gonna sell my NVDA calls at $245 a couple weeks ago and here we are.
Wow NVDA actually getting smoked pretty good too. Well deserved; gloating about 85% margins on gear sold to the other mag7 is the fast track to them creating Tranium, TPU, and broadcom and Qualcomm AI processors.
How regard of claiming tpus are a threat to nvda? Google itself said it purchases nvda latest GPUs as usual. It's like saying $CBRS (Cerebras) is a thread to NVDA.
I promise you it's a lot more diversified and boring than you're imagining. I only have 10% in semi's (NVDA & MU) and I've already taken profits.
I have been warning you retards to stay away from AI and chips for weeks Its JUST STARTING to sell off This is the START. NVDA to 160 by mid 2027 EASILY
NVDA is done … $200 or less by this Friday
lol @ everyone who thought Google had the circlejerk slush fund on their books this quarter. It’s sitting with AMD for now. Maybe it’ll be NVDA next month, or ANT upon open. Who knows? Only those in the circlejerk stroke sesh
Spy and Qs pumping…NVDA…nah
inb4 2027 NVDA scrounging for new pool of greater fools, opens "Jensen Luxury Residences by NVidia" in Dubai
What went well today: NVDA 215p’s. What went bad today: Everything else
NVDA calls here is literally free money
Why is NVDA having a fake dump while everything else pumps?
Shout out to whoever said to get out of NVDA after the ORCL pop
NVDA what the fuck you doing
When did NVDA become such dogshit to trade?!
NVDA really a trash quality stock
Tesla cut AI spending and now oracle. NVDA about to dropppp
NVDA is breaking out
crazy to think that if NVDA sold their chips for like a 30% margin instead of 70%+, anthropic would probably be profitable already
if it does, I need NVDA to drop to 190
starting to think NVDA will be the true winner here. If data centers really end up being profitable, somehow, NVDA will be able to continue to sell chips at massively inflated prices. If they don't, those companies will go bust, NVDA will own them, and NVDA will be able to replace chips at cost rather then what they currently sell them for, still a win. The only real doomspell for NVDA in theory is that AI is effectively worthless as a productive asset, and data centers completely cease to exist even if NVDA operates them with cheap (because they produce it) hardware, and that is not looking likely whatsoever TLDR: openAI, Anthropic, and other data center companies are likely cooked and NVDA will come out ahead in 99% of cases
Damn NVDA I can’t take it it’s to big
ok NVDA, if you want to crash, please do so until you get down to at least the 190 range (tell me you have puts without telling me you have puts)
NVDA may not have monopoly on compute
they love NVDA, MSFT and AMZN
so....anthropic Its a bit of a catch 22, no? Anthropic needs to expand rapidly, which is going to result in losses on their side potentially for awhile, but losses can't extend forever, so if they can't eventually turn a profit, then the hardware sellers like memory and NVDA are going to be hard pressed to keep selling too This is exactly why the market had a brief panic when it seemed like anthropic's revenue growth was not quite as good as expected. If anthropic can't weather the initial storm then everybody is fucked ultimately
I guess NVDA isn't going to do anything today nor will quite a few other stocks. Got to wait until 2 pm when IV falls off a cliff and the market swings up and down .50% a few times before picking whatever direction it happens to be vibing on for the day
>The President’s accounts traded all three of these in August, according to his latest OGE trade report (Form 278-T, received Sep 25): > >**GOOGL:** two Alphabet purchases on Aug 17, $100,001–$250,000 each, and one sale on Aug 24, $1,001–$15,000. **ORCL:** three purchases (Aug 17, 24 and 28; the biggest was $50,001–$100,000) and one sale on Aug 10, $1,001–$15,000. **NVDA:** five purchases and one sale. The sale was $500,001–$1,000,000 on Aug 21. > >Amounts are the ranges as filed, not exact figures. The White House says third-party managers run the accounts, so treat this as data, not a tip. > >The real question: if OCI becomes the first cloud outside Google to rent TPUs, is that NVDA losing share, or just a bigger pie?
is NVDA gonna pump today?
NVDA had 5 years of fun, now get rekt
I totally get the skepticism but to your point, these companies have been the best deployers of capital ever and they're all going in on the AI play. I find it really hard to believe that they are all wrong. With that being, I'm bullish on the companies receiving all this spending (Broadcom, NVDA, etc) as it will take years to build all these datacenters and they'll be feasting while we wait to see if there is ROI for the hyperscalers.
This easiest check would be to look at what the fund holds. For example, SCHD (about 100 stocks, as of Oct 24) has none of the mega caps, no NVDA, Apple, MSFT, Amazon, Google, or Meta, which is most of SCHG's top ten. Not AI free though, TXN and QCOM are both over 4%. Funny part is the MCP market data server I tried had SCHD's full list but nothing for SCHG, so I got that side off a finance site.
**NVDA gang members checkin in**
GOOG/AMZN/AAPL: yes META/MSFT/NVDA: maybe TSLA: lol
my rating of the mag7 for the future top tier: GOOGL/AMZN 2nd tier: META/NVDA/MSFT 3rd tier: AAPL 7th tier: TSLA
the goats are: NVDA GOOGL MSFT META AMZN. aapl is the closest outside of them
I held NVDA from 2008-2013 and it did absolutely nothing. It was a bad stock. I don’t know the point of this story other than, we don’t know when something is gonna pop, crater or just stay boring. If you have conviction, keep it, otherwise move on
For me it was picking high potential stocks and holding them for a long time through thick and thin. Spread 20k across 10 stocks. One of them (NVDA) ended up being the jackpot. I think the approach of Peter Lynch would best describe my strategy. I also used some margin but not too much. Ofc it also helped that I kept adding money to the portfolio. Also I never extracted money from the port.
NVDA will save all!!
NVDA is cosigning the loans. That is what “backing credit” means. The lenders know there is not enough value in these SPVs to get their money back when they already have so much debt. They will only give the debt if promise to be on the hook is provided by NVDA so lenders can be made whole. Hence the reason NVDA will in-fact be forced to pay the debt of these companies loans they are cosigning on.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $245.00 (above) | $217.68 | +12.6% | Wed, Nov 11, 3:21 AM ET |
lost bands on GPU shorts... thought i was smart buying calls on MU too early... then saw Iran news and panicked selling everything at a loss... now staring at green screen wondering if i should buy NVDA puts out of sheer boredom... market giveth market taketh right... just want to sleep without checking ticker every five minutes... lol geez what am i doing
*\[Breaking news*\] Reuters : FOMC Chr. Warsh to announce QQQ buyback. NVDA calls.
Isn't the googl TPU news bearish for NVDA. It's up, WTF 😒