Reddit Posts
Oi, get on the car. The market took a sharp dive.
YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics
Investing in AI as opposed to a specific company
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Who should replace Tesla as the newest member of the “Mag 7?”
I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂
NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains
Any advice on what to YOLO on this week?
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
$6k profit this week from flipping NVDA calls within 1st hour after open.
$6k profit this week from flipping NVDA calls within 1st hour after open.
Strangely the US wants to Intel to succeed but their price does not look that way
Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?
Question for people who profited from both TSLA and NVDA ?
Down the rabbit hole we go. What should I yolo my last on?
Damnit to heck, Cramer just recommended NVDA
CES 2024: AI field still have a large potential
I believe them puts on NVDA and AMD I guess?
My top suggested post is a 6 year old NVDA WSB post
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
Follow up from my previous post! Still holding NVDA and up a 105% gain
Anyone get frustration with themselves not buy more Magnificent 7 ?
How much longer is NVDA going to run?
I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.
If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February
Part two- been practicing option trading (80 % success rate)
PART 2 Been practicing option trading for a year
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.
Jensen Huang Illustrating How big of Dump NVDA Stock will take
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$PYPL Ad: Six innovations that will revolutionize commerce
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA
All in on AI today over 40% short and bottomed for reversal!!!!!
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
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”
Am I too late for NVDA calls?
Everything you need to know about AMD in 8 bullet points, before the ER.
How can NVDA be "ignored" when it is a $1.5Trillion company?
How I am Positioning myself in the Markets going into 2024
Mentions
You think NVDA will be affected?
OpenAI related stocks and NVDA dip buyers congratulations
NVDA GPUs are best for training gigantic AI models and they can handle inferencing but they’re way too costly and energy demanding for just inferencing.
If NVDA can rebound to $193 by 3/4 than I’ll be at $10k!!
\- chinese open source models copying claude for $20M \- when bubble collapses, so will the price of GPUs (study when ETH went to POS and what that did for NVDA GPU prices). This means training is cheaper. \- technology gets cheaper over time
u/Internal_Field5970 \-- continuing from yesterday. NVDA options flow became thin right around the middle of that fake as FUCK pump in the morning. yup. totally organic. absolutely not manipulated. not gae.
I’m going to need NVDA to unveil their secretly developed fully functional gundam on Iran or my calls are more toast than they already are.
ok midcurver, see you at $150 NVDA. It's topped. Have fun staying poor.
Ok? Based on them proposing to support the AI industry with circular funding? AI is not making nearly enough money to justify its existence. Without AI hype, what happens to NVDA? What will those earnings look like? The hyperscalers are all on VC credit right now, they're not operating on revenues. Blue Owl has declined to buy in any further, the rest will soon be following suit. Build out will cease unless businesses can actually start replacing labor with AI, and mostly they can't. Everybody hates AI slop, there's no market for it. It's a solution looking for a problem. But let's talk about the data center builders. How is CoreWeave looking? Bad. The industry has no fundamentals and the only people still hyping it are dark enlightenment techno monarchists and superintelligence accelerationists. It's a cult, just like TSLA or Carvana, but instead of just one stock it's a basket of stocks, and NVDA is floating on top of them all.
Holy shit, the volume in the last couple minutes for NVDA today is fucking bonkers
Whats your reasoning? As far as I know most large investment groups are still bullish on NVDA. I know Michael burry is betting against NVDA but that seems further out than this quarter.
SBC is slowing NVDA stock from climbing. Too many people with too many given shares want to convert those shares to cash and who could blame them. Less stock compensation and more aggressive buybacks will be the key to reduce self inflicted dilution
by buying NVDA at a $4.3T marketcap
This is why I bought and made a killing on NVDA puts NVDA is going back to sub $100 once people get off the AI sugar high and realize they’re literally funding their own sales using financial engineering.
Looks like NVDA earnings, and bad risk managmen. OP you are 18 you can earn billions in the next 40y. You can also life behind a wendys dumpster, the choice is yours.
Anyone buy more NVDA today?
People are mongs, this notion "we wont need more compute after 5y" is ridiculous. Just think about it, the biggest companies in world are betting HUNDRERDS of BILLIONS on this. You think this is a fantasy and people know better? Haha ok cool Huang specifially said in the earnings call "more compute, tokenization; is directly correlated to revenue" Top 5 Hyperscalers, who are NVDA costumers are spending 170b this year, targeting 700b in the next years (from the earnings call). This "sustainabilty" is an almost 5x in the next few years, just from the top 5. This is the beginning not the end. If people want to fault NVDA then because of competition, but believing this has anything to do with "cyclicality" or "sustainability" is absurd, at least for the next 5-10y. Maybe if there is some breakthrough where compute isnt directly tied to ablility and profitablity. Thats a big if though, since the reason we are expanding compute so massively right now is exactly that bigger size (more data, more compute) has proven to be "better". My takeaway from the earnings call: NVDA <200 is a steal. P/E smaller than Wallmart, 75% margin, 80% growth without China. I'll be buying options heavily if we hit 170.
NVDA really ate shit after earnings huh
They will come back. If there is a certain winner is NVDA. If they don’t win it means AI does not win
Also after running some numbers and comparing them to the "Net P/L" card on that dashboard, and having that -$11k turn into -$95k without me changing any data inputs, I think that might be a reflection of the unrealized gains or losses in the portfolio on that site. I'm gonna email the developer and ask. If you took the cost of my puts ($556k) and compared them to the market rate of 3k shares of NVDA today ($531k), there's no way to get to -$11k when accounting for the net premiums.
People are mongs, this notion "we wont need more compute after 5y" is ridiculous. Just think about it, the biggest companies in world are betting HUNDRERDS of BILLIONS on this. You think this is a fantasy and people know better? Haha ok cool Huang specifially said in the earnings call "more compute, tokenization; is directly correlated to revenue" Top 5 Hyperscalers, who are NVDA costumers are spending 170b this year, targeting 700b in the next years (from the earnings call). This "sustainabilty" is a almost 5x in the next few years, just from the top 5. This is the beginning not the end. If people want to fault NVDA then because of competition, but believing this has anything to do with "cyclicality" or "sustainability" is absurd, at least for the next 5-10y. Maybe if there is some breakthrough where compute isnt directly tied to ablility and profitablity. Thats a big if though, since the reason we are expanding compute so massively right now is exactly that bigger size (more data, more compute) has proven to be "better". My takeaway from the earnings call: NVDA <200 is a steal. P/E smaller than Wallmart, 75% margin, 80% growth without China. I'll be buying options heavily if we hit 170.
People are mongs, this notion "we wont need more compute after 5y" is ridiculous. Just think about it, the biggest companies in world are betting HUNDRERDS of BILLIONS on this. You think this is a fantasy and people know better? Haha ok cool Huang specifially said in the earnings call "more compute, tokenization; is directly correlated to revenue" Top 5 Hyperscalers, who are NVDA costumers are spending 170b this year, targeting 700b in the next years (from the earnings call). This "sustainabilty" is a almost 5x in the next few years, just from the top 5. This is the beginning not the end. If people want to fault NVDA then because of competition, but believing this has anything to do with "cyclicality" or "sustainability" is absurd, at least for the next 5-10y. Maybe if there is some breakthrough where compute isnt directly tied to ablility and profitablity. Thats a big if though, since the reason we are expanding compute so massively right now is exactly that bigger size (more data, more compute) has proven to be "better". My takeaway from the earnings call: NVDA <200 is a steal. P/E smaller than Wallmart, 75% margin, 80% growth without China. I'll be buying options heavily if we hit 170.
> In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service. You just know this was entirely engineered by Sam because he was bitter they left his company to form their own competitor. But this is effectively the end for Anthropic. They can’t use NVDA, AWS, any cloud partners etc.
I feel better now after reading this . I got 10 contracts 187.5 calls exp 3/6 and 2 contracts exp 3/9 185 calls for NVDA
I'm up 42% ytd - could have been higher if not for Iran / NVDA panic
Yo so k lenders' stocks got kicked in the nuts just as hard as NVDA did. Precious metals up. People aren't buying homes and can't even afford rent. Deficit going up exponentially. Can we Epstein the guy already?
Pray do tell, what was wrong with GOOG today? NVDA is going to pump back up as well, mark my words.
He said Smarter than, not smart enough. Smart enough is what he came out doing, buying indices. Smarter than would imply smarter than the quants and algos. Pretty tough to beat systems and tools specifically designed to rebalance portfolios every nanosecond. By fluke I once sold enough MS stock to buy a car. I can't remember the realized gain but it was around the time Satya nadella was making big moves in the Linux and cloud space. I remember feeling pretty smart then, like I somehow called that play. Now I hold a decent position in NVDA, again by fluke, still sometimes feel like a boss, like I called AI before it was AI. Then I look at some of my positions in weed stocks and realize I'm just dumb and emotional like the rest. Thankfully the rest of my real portfolio is balanced and boring as snot, but riding on par with the market.
I currently loaded up on NVDA bags, 13x $185c for $110 each, exp on 3/4. Gonna hodl over the weekend and probably get bent over a barrel, but if NVDA can rebound at least 4% I’ll 2.5x again. We’ll see 🫡
great opportunity to load up on NVDA
This is kinda dumb. What you dont seem to understand is that NVDA is buying equity through their investment. Equity in one of the potentially biggest players in the business for something you can basically "deliver for free" thats a nice lotto ticket to have.
NVDA the $5T Yoyo. It’ll recoil.
Oof…. I got burned on NVDA last year around the “secret blackwell buyers” quarter. Never playing NVDA again after that. You’re better off buying the opposite of how the stock moves on the day after earnings…
INTC did that every time after earnings for years - pretty much the whole time I worked there, after earnings, the stock fell. Didn't matter if it was good, bad, or indifferent, it always went up before earnings, and tanked after. Now NVDA does the same thing - not a good sign overall it seems when that starts to happen
Interesting day — NVDA down ~3% on blowout earnings is the classic sell-the-news setup, but the underlying story is intact. The OpenAI 10B funding round closing today with Amazon at 0B and NVDA at 0B is a direct vote of confidence in the AI infrastructure buildout continuing. The names holding flat while everything else sold off (GOOGL, AMZN) are worth watching going into next week. Relative strength during broad selloffs tends to lead on the bounce. SOFI -7% is worth keeping an eye on too — that move looks outsized relative to any specific catalyst, which sometimes means institutional repositioning rather than fundamental news.
NVDA gets rewarded for making 43b in revenue with a 12.5% dump lmao
Qqq down 0.3% AH and NVDA still green. Lets go
Oh, I just noticed that the screenshot says 500 NVDA contracts. To be clear, that's not simultaneous open contracts.
Well my NVDA AND RH holding suk this week...and last week.
What you think NVDA EOY price is? Maybe 230?
Had $114 average on NVDA and couldn't resist today to DCA 70 more at $177.45. Am I timing the market right?
The guy has had a ton of bad calls. 0 NVDA, bunch of ass software companies, dapped on carvana at 5% of the price, sold spotify, and so on and so on. However, he generally has a somewhat above average holding period, and largely buys the right sectors (tech), so he'll make money. Just goes to show that you can act redarded as long as you don't act much.
I told you tards NFLX was headed for $100 days ago when it was under $80. You downvoted and chased NVDA ER. I made money. You did not. 🤷♂️
Is buying a shit ton of NVDA going to bite me in the ass? I mean, they had a blow out earnings and said that AI demand is strong. So...wtf? It should moon again, right?
NVDA fucking sucks
You should probably be asking - what is the big money doing? Why did NVDA drop after a ‘monster’ earnings report. And many more questions about what is really happening in the economy. Once the narrative changes retail investors will be the bag holders. The ‘experts’ propping stocks have an agenda - sell to you before the change is public knowledge. Btw I am 100% long in my portfolio so I’m not a 🐻 per se just very mindful of how quick and violent corrections are. The high fliers will get hammered the hardest. The number 1 rule of investing is don’t lose money.
Classic NVDA……from 5s to 170s lol
That’s the whole point retard. NVDA ran up the week before earnings while everyone here was posting about what a great quarter it was going to be. If you bought the rumor and sold the day before the news (earnings) you would have captured the whole run from 175-180 to 190-193 and missed the whole post earnings crash when everyone sold the news
is this what they're doing to NVDA ? and did with gold a few weeks ago
Tens of thousands of people made their entire livelihoods off of NVDA going to the moon. Meanwhile it has taken my own.
also SpaceX, OpenAI and Anthropic IPOs will suck all liquidity from the market, no way up for NVDA or other Bag7 stocks
Get out of options unless you are long long long like a year or so…other options are get into Meta MSFT for safer bets. Double up and find the next best low risk bets at great valuations. Meta and MSFT are cheap at this price now. Never was tha case 6 months ago. Don’t go near NVDA or PLTR or GOOG. Tesla is another beast but not for the faint hearted or those that can’t wait at least 3 years from now. But it’s highly volatile.
Imagine buying NVDA at all time highs back in October and then thinking you had hope of recovery this week…only to go back down to the 170’s
Imagine thinking some war in already war-torn Middle East will tank NVDA
Wait til Deepseek releases their newest model and sends NVDA back to the shadow realm on Monday
long road ahead for this week’s newly minted NVDA bagholders
You can see in the screenshot that my average DTE is actually 12 days for NVDA, and it was probably higher before this week when I threw in extra puts contracts before earnings. What you describe sounds like it would net less than I expect to earn this year (though what I expect and what actually happens may very well turn out to be two completely different things).
NVDA has been in a range for almost half a year. Nothing wrong to short it if you have skills.
I bought 2x NVDA stock. Y'all think I will make some good money if I hold till eoy?
Fundamentally, I would classify NVDA as GARP to undervalued. Currently, I don’t like the price action, so I am not accumulating. However, it already makes up a fairly high percentage of my portfolio w a cost basis of ~$14/sh. That being said, although I respect Burry’s opinions, I disagree w him here. Just my 0.02.
Well at least I get dividends bag holding NVDA. Wait what do you mean its $0.01 per share? FUCK
NVDA moving sideways for months just to plummet to 170. Douche stock LMAO. Still a great company though
I'm old enough to remember when NVDA was still on the rise
Same think was said about NVDA.. blah blah
FUCK FEBURARY! January was okay for me tho, but fuck you MSFT and NVDA.
Holding NVDA and SPY calls. Will be a weekend of prayer for me.
Do yall think the person who bought NVDA at 210+ still has the position
Whoever bought my NVDA calls last week. Thank you for your service. 🫡
There are 250K $170 puts expiring next Friday on NVDA No way they let those print
I bought hundreds of shares of NVDA yesterday. It will tank now beyond recognition, sorry
Mr. Market's furious. Nvidia just printed $68B revenue (+73% YoY), Data Center exploding, yet $NVDA tanks to \~$178 today like it's trash. $DUOL prints $1 bilion but gets dumped -17% on vibes. People fleeing these money-printers as if diseased. Buffett: "Be greedy when others are fearful." Now's the time? Load the dip or nah?
Can’t wait to buy NVDA 0dte calls on Monday
I\`m $NVDA $DUOL $MSFT no brainer
Dip time? 📉 $NVDA $DUOL $MSFT (Buffett Would Be Super Greedy Right Now)
At that point NVDA would do some buy backs. They are swimming in money
That's how you avoid the bubble, remember NVdas earnings before this, before NVDAs earnings whole market took a shit, that was.the index dumping it's exposure to NVDA, it realized how exposed the entire system was to one companies earnings. then NVDAs earnings happened, the next day it came down, spy started it's recovery, and NVDA started declining and stagnating, not coming up violently how it was before. SPY decreased it's massive exposure, avoiding a bubble. "Each bounce money gets rotated" that's not a problem, that is how it is designed to work, if it didn't work, we would have spiraled into problems a long time ago. This only failed once when they first started the algorithmic HFT, in like 2010or 2014. Since then it has worked flawlessly. It is a system that scraps every piece of value it can, as safely as it can to the brink of certain collapse without reaching there, then systematically avoids it, and keeps as much extracted value it can. Look up blackrock's Aladdin supercomputer that has been doing this since pre-2012, we don't have info on how much more it has been updated since then, what do you think it does now?
NVDA back to levels we haven't seen since... \*checks notes\* ... February 5th
Grabbed 10 NVDA 3/6 190c right before close LET’S RIDE
Well boiz. I bought a boat load of NVDA stonk. I figure it's dropped like 8-9% on a bunch of nothing. Time to buy the dip and hope this shit doesn't keep dipping. Kind of nervous.
Sold AMZN for NVDA REEEEEE
Fuck.. Over 6 months: NVDA -2.43% MSFT -22.50% Both of those are stunning even if an order of magnitude different given the promise of endless AI robots taking over the jobs behind the dumpster.
Watching NVDA today was like watching a poor animal die a slow, painful death... smh
Well I am buying a shitload of NVDA.
Well, that was very insensitive of you, NVDA
NVDA calls will print hard! and when it does, don't forget to post a photo of your Lamborghini with them babes in the backseat! Onwards and upwards! 🍆🚀
China so clever they won't release DeepSeek2 until $NVDA fully recovers and you all know it
> Retail investors are buying Nvidia at a record pace: >Individual investors bought ~$360 million of Nvidia, $NVDA, shares in the first 80 minutes of Thursday’s trading session, the most for any session opening on record. Fuck
NVDA into the toilet. Ugh!
NVDA needs to hyper pump next week. what is this nonsense? its literally printing money 🙄
$110B for a company burning cash at this rate is wild. the bull case is that they become the default infrastructure layer, like AWS but for intelligence. the bear case is that open source catches up and commoditizes the whole thing. i'm staying long NVDA and MSFT as the picks and shovels play either way.
Classic NVDA......from 200s to 170s lol
NVDA showing a nice -5%, -4% pattern. Easy -30% Monday.
NVDA and AAPL getting de-listed was not on my bingo card
Damn NVDA down 11.5% from yesterday… it was up 5.9 dropped all the way to -5.6%… yall are SO overdramatic
NVDA bad news has to be coming soon