Reddit Posts
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
Is NVDA dead or are they creating a buying opportunity for themselves?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
US asset managers file for first ETFs targeting Wall Street's new obsession, AI and the 'MANGOS'
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
All My Eggs in One Basket: Keep holding NVDA or Sell at a Loss?
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
I have 235k to invest. How should I split it?
How to ensure you're not investing too wide as opposed to too deep?
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
NVDA Government Contract Analysis: Not Compelling
That is all i need to know about SPCX
The most interesting SpaceX trade might not be SpaceX.
Picking Option strikes based on Delta is not enough - Volume profile can change your decision
Picking strikes by delta alone has a blind spot: what's underneath them matters to
Is Blackberry Primed For a Comeback?
Is Blackberry Primed For a Comeback?
New midweek expiration dates getting approved by regulators
The most interesting SpaceX trade might not be SpaceX.
I Sold All My VOO for a Concentrated NVDA Bet. Should I Have Just Bought Options Instead?
🚀🚀 $OCC, THE FIBER OPTIC ROCKET WALL STREET FORGOT ABOUT 🚀🚀
“Book Talking” from Jensen – NVDA’s Jensen Huang called a global tech stocks selloff a buying opportunity
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
I Think MU Beats NVDA From Here And Yes I Know That Sounds Insane
NVDA update – slow grind higher, nothing exciting yet
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
Alright degenerates, memory just got taken to the woodshed on June 5. SOX down 10%+ in a day, MU/MRVL/SNDK 11-17%. Now what?
OpenAI files for US IPO after Anthropic as AI giants head to public markets- Moneycontrol.com
Why does Jensen want to pump QCOM?
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
'Big Short' Star Steve Eisman Warns SpaceX Will Be A 'Retail Cult Stock' With A 'Crazy' Valuation Compared To NVDA
Mentions
NVDA declared bankruptcy in the last 5 minutes of the market session orrrr?
Wtf happened with GOOGLE and NVDA
I'm gonna need NVDA to do a trillion dollar buy back next week. thanks
GOOG and NVDA are my largest positions.... RIP
A bunch of weird and intense movement in the last 5minutes - ie AMZN, NVDA, GOOG, AAPL, CRDO. I wonder if that is some kind of quarterly re-balancing?
Just when you think NVDA can't be any shittier
See I’m dumb and just bought NVDA 200 calls for 7/2 to carry over weekend
I thought 200$ was the bottom for NVDA. I’m probably the biggest bagholder here
NVDA down as spy pumps…..only because I bought NVDA calls for a pre close pump
lets buy AAPL with increasing costs and unpredictable sales in the future and selloff NVDA thank u MMs
Oh market you got me so good! Pump NVDA right to my strike and magically dump it hard in two minutes!! So sneaky!!! So creative!!! I’m so dumb!!! You got me!!
Holy shit NVDA what the fuck!
What the fuck did NVDA just do
Oh so you're telling me selling those NVDA puts at a loss was a mistake.
If NVDA ends green I will literally do nothing at all (I will be happy)
If NVDA closes at $195, we have a perfect setup to pump to $195.50 on Monday
If I sell these NVDA will ramp up into close and if I hold we just gonna keep dumping man
NVDA pls its your turn to do what MSFT did today
NVDA $200 Calls 1-2 weeks out = Free Money
NVDA can’t even hold a .5% dip on a week where MU apparently crushes earnings and revenue okay. What a fake industry built on lies
OMG NVDA goes up 4 cents now
holy shit semis pumping, NVDA about to gap up 15 cents
Wow I remember NVDA approaching 240 in May. This market looks cooked
Here I was waiting for NVDA to dip and stay under VWAP 🙄
People rather take advantage of this chips frenzy with other stocks that can 5x, they know NVDA will barely move
If Wendy's gets taken over by NVDA. Moon.
NVDA 2% YTD You are fucking trash bro, outperformed by a HYSA whilst you delivery 80-100% YOY quarters
how did NVDA, AVGO become such crap?
Come on big boys scoop up all the cheap options expiring today and pump NVDA last possible seconds to get your 10x you fucking scumbags
NVDA back to 190 stable coin mode
NVDA not even allowed to hold 20 cent moves hahahaha
If semis are green Monday you can bet your port that NVDA will be -1%
Silly me I thought the bull side would get a surprise squeeze to fuck over late shorters and make it difficult and look less deliberate and use NVDA to prop it all up but right now it’s just been shameless
NVDA not even allowed to hold .20 cents of upside
Fuck you NVDA. Goddammit I fucking hate you.
NVDA is so painfully gay it makes a pride festival look straight
NVDA a small 5% pump never hurt anyone, you dumped it yesterday anyways
Balls out longing NVDA into the close, market is trying to bait me into a rage short and then just gonna use some uber obvious shit like NVDA climbing to prop it all up
Does NVDA yolo into close make too much sense?
I want to hate short so use NVDA to pump the whole market into close gains probability
Whatever idgaf give me short dated NVDA calls into close to prop this all up until EOD and start next week.
Ai ai ai ai ai ai ai non stop ai shilling bullshit narrative and NVDA the biggest player and benefactor can’t even catch a bid apparently
Can we kick GOOGL and NVDA out of the Mag7 already so they stop dragging it down?
NVDA’s sell off at 195 is disgusting. Market full of a bunch of pussies
NVDA 198 was the dream. Still is, but it was originally where i thought it was headed. Hope is not lost (im regarded)
NVDA disappoints me more than my gf ever could
Summer also has been shit for NVDA the last couple years
NVDA and TQQQ were carrying my % at that point
Go NVDA i see you trying you're doing good keep it up
NVDA is the only simi putting up any type of fight today
Where are my “NVDA please go down to 200 so I can buy” but won’t buy friends?
Also sold $20k of NVDA at ~$2 to buy a house
NVDA 200 5 mins after RH sells contracts
I had 300 shares of NVDA at 100ish each back in 2016 - 2017? That would be 12k shares today at 194.
My fav part about NVDA is every week it finds a new price to be cucked and stuck at for eternity
NVDA is so itching for a big fat dump
Sold my NVDA calls, my portfolio is now half of what it was this morning Guh
Idk I feel like not buying NVDA here is retarded but again I am retarded so what to do?
NVDA please you stupid fucking dirty cunt. GO UP!
Been dead for so long. Other stocks in the sector now get their chance to run 500% while NVDA was at this lvl a year ago 😂
NVDA is the new MSFT. A worthless pos
Jesus fuck NVDA has no buying pressure
The Jevons Paradox argument applied to AI compute is underrated and you’re essentially making it here. When steam engines got more efficient, coal consumption went up not down because efficiency unlocked demand that didn’t exist before. Same dynamic with tokens. The nuance worth adding is that not all inference compute is equal. Commodity workflows running on cheap open source models don’t need H100s. They run on lower margin commodity GPU clusters. The real question is whether frontier model inference, which does need high end Nvidia silicon, grows fast enough to offset the commoditization happening at the lower end. Right now the answer seems to be yes. Reasoning models especially are extraordinarily compute hungry and enterprises are discovering they want more of that capability not less. That keeps NVDA’s high end moat intact even as the low end gets commoditized. The $MU and $INTC calls are interesting. Memory bandwidth is genuinely the hidden bottleneck in inference scaling and Micron is quietly one of the best positioned plays in the whole stack.
nothing is obvious, because its valuation is still much higher than MU or NVDA
Sorry guys, I just bought NVDA this week for the first time. I caused this mess. Let me close my position so we go back to business as usual.
BAG7 green except NVDA dogshit boomer stock
I think the market has figured out that NVDA is donating all of its cash to MU and both of them need borrowed cash from hyperscalers, AI companies and other Mag cos.
Completely convinced NVDA is going back to $169
NVDA remembering its the one that calls the motherfucking shots
If you’re not rotating into NVDA calls you’re fucking crazy
#NVDA gonna give you up #NVDA gonna let you down #NVDA gonna run around and desert you #NVDA gonna make you cry #NVDA gonna say goodbye #NVDA gonna tell a lie and hurt you
NVDA riding a rocket is just a ploy to give me fewer shares for my dividend reinvestment today
At this pace, NVDA will be green by EOD.
NVDA doing its best to keep me from rolling my CCs
Didnt time $NVDA perfectly. Couldve bought at $193 instead of $196. Is what it is
Alright NVDA lets see it happen
who is dumping NVDA???
I'm shoving all-in if NVDA drops below 190...
I swear to god I can feel this mf NVDA bout to do some funny shit again
If NVDA just woke up, SPY would be at 740 rn
NVDA pls refrain from being stupid
Is NVDA is going to be the greatest showman with the big fucking red dump again?
# Fucking NVDA should just rebrand their logo to red and just die FFS
Sold goog and meta yesterday to buy NVDA... its the only red mag7 today, ffs man im on the worst fucking loss stresk of all time
the cool thing about NVDA is it's red when semis are green, and it's also red when semis are red
I sold all my NVDA at 219-220 and was disappointed that it went up to 240 now I don't feel so bad anymore
Goog has some competition with NVDA for that spot
Good job MSFT. Into the doghouse you go, NVDA.
Here comes the 11:00 NVDA algo dump again
Time for the classic 11:00 NVDA algo dump?