Reddit Posts
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Is Nvidia still worth watching or already too expensive?
Theory on real reason AI and Space are crashing
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
$IREN - heavily shorted this past month
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
June CPI missed big but I'm not buying the full rally yet
NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?
I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul
The NVDA debate has changed: the market is no longer arguing whether AI is real.
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Mentions
I still have my 1000 shares of NVDA at a 99.36 basis.
SPCX will be the next 10x multibagger like $NVDA. A trade that can retire your bloodline Just buy and hold for 20 years
Go VOO & chill brah. maybe a little in bonds to lower portfolio variance. Bro you’d hate my portfolio, absolutely beta maxed on INTC, MU, NVDA. Its rough over here, july had me a little nervous. Also ignore any SCHD recommendations, you need growth ignore dividends they underperform growth
NVDA ain't no get rich quick stock anymore. Its a "I got very rich, very quick" stock and now is just doing some some lil ol compounding.
GOOG did not train with NVDA hardware, they probably lost trillions
If NVDA gets to 235 again, I'm gotta protect my shares with some puts and CCs.
Meanwhile NVDA moons cause Elon said their name 3 times during their earnings call. You just never know. That's why this is a casino
>NVDA could be the next Oracle Oracle is a boomer tech company, don't really trust them when they had to move their HQ twice in just 4 years recently.
4% NVDA. 4/5 on Vanguard’s risk scale. Just sharing facts .. I like the stock!
VOO is up 54% on my Roth. The holdings I have above that is: AMD (182%), NVDA (83%), AVUV (55%), and special shoutout to FLR which is higher YTD but I haven’t had it for too long. In my rollover i did all this at the same time and since that time VOO is up 3%. What I have higher than that is: AMD (153%), VUG (12%), FLR (18%), AMZ (23%).
I definitely use TLH as a way to lower my taxable income. I’m primarily a buy and hold investor. Occasionally, I’ll sell a position that trigger capital gains. I can wipe them out by selling some PYPL or NKE. Of course I wish that I didn’t buy them in the first place. They can’t all be winners like NVDA or LLY. In addition to selling enough to wipe out the gains, for the last several years, I have reported a $3k loss. I think I currently have about $10k in losses that I have carried forward from previous years.
Trying to time the short term top on NVDA is insane, it just does not go down lol
Nobody knows the real value of these companies. NVDA trades at a forward price-to-earnings ratio around 27.1. Its five year average is 72. So it’s trading at a third of its own historical multiple, while demand is at a record. How many chips do we need? NVDA is best in class, it’s a pretty safe bet to side with them. Ultimately you want to make a bet you can win. The battle is between the companies making the chips or the companies using them. There is a limit to how many spending years for multi hundred million dollar META, MSFT, AMZN have in them. We’ve seen five semiconductor cycles in the last 15 years. Up, crash, up, crash. The minute these companies say it has had enough the chip sector will suffer. Don’t get caught between the two.
MSFT was first to hit $500b. AAPL was first to hit $1t. And they just kept climbing after that because they kept growing. NVDA makes over $40b in quarterly profit. If that numbers jumps to $50b and $60b, does that not justify the valuation increasing? With that type of cash flow there would no doubt be substantial share buybacks.
Did a 2x today on 0dte NVDA puts. I feel like shit because I want this to happen again but realistically I know it won’t.
NVDA, AAPL, LLY, Berk, which are all green
NVDA could be the next Oracle if they'd expand their moat more.
Yes, just look at the numbers on Finviz even with the recent run up. MSFT is the only other valuation contender but that had a much bigger run up of its own. [https://finviz.com/stock?t=NVDA](https://finviz.com/stock?t=NVDA) |Forward P/E|**17.16**| |:-|:-| |PEG|**0.36**|
1 minute before closing NVDA dumped with 15.4 mil volume… but then again it hardly made a dent
I agree with your decision. I got rid of 200 shares of META today, sold puts at a strike of 620 and 585 instead. Added QCOM and UBER. Sad to let GOOG go, but not my choice for now. Will continue my mission after riding MSFT, AVGO, NVDA, AMZN another month... hopefully not a mistake, cuz we'll probably replenish miissles or think up new lies by then.
NVDA was posting significant triple-beats for the past year and has traded mostly sideways, only now maybe waking up.
that's fine just stay away from NVDA
Here’s what’s going to happen tomorrow: SPCX will tank below $100 on 900M share unlock SPY drops when Trumpet reverses sentiment on Iran NVDA will retrace $210 after rising on Musk comments yesterday
i just hope NVDA tanks by friday
NVDA will tank $20 over night
My last 300 in NVDA 230 calls for Friday 😪
Can’t go wrong with NVDA🚀
After close SNDK down NVDA up
The NVDA $220p they took from me at $.02 went to $.40 lol
SPCX sucked up NVDA's dong last evening
NVDA market makers trying to PIN it down to exact MAX PAYNEEEE
It's great to see the Amish buying up NVDA, it was about time
Lol AMD is up 126% ytd. It trades at a 162pe. NVDA trades at a 32pe. It’s up 18% ytd. Quit chasing shit at the top. You should have moved into NVDA at 190
I need a surprise NVDA dump rn
Retarded to full port NVDA here?
NVDA is going to leave so many behind when it rockets. WSB is desperately bidding AMD and INTC 🙄
Crazy how much NVDA can move so quick. A week ago it was around 4.6T and now it's 5.45T
Since NVDA became a 4T blue chip, the only period it prints is a week before earnings and during GTCs since the short term profit takers between the funds across the globe can make the stock 10 more than 15% throughout the month after earnings
NVDA before wiped 70% after every hype burst Like metaverse, Crypto, EV etc If this time crash 70% after AI burst, means 3.5 Trillion wipeout
$NVDA think, 1st time NVDA revenue miss after 3 years, how many Trillion wipeout?
Bro I need NVDA to go to like $400 by year end
Situational Awareness hedge fund liquidated all $45 Billion holdings. $GS $JPM $BAC big 3 prime broker moved together to raise cash, failed, liquidated. Its holdings $BE $SNDK $CRWV $IREN $CORZ $SKHY $NBIS & many semi. when GS, JPM, BAC prime broker couldn’t save 45 Billion hedge fund Do you think they save Trillion crash of NVDA ?
yeah NVDA drivers just work after the update , Puts on AMD calls on NVDA
$NVDA NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative, cancel double order, renting over building Once big cap stop buying GPU, NVDA can crash 80% See how Margin Call movie repeats again Situational Awareness Collapse, just a Trailer See $AMD today
Lemme guess, SPCX will exclusively use NVDA because Jensen was the only one willing to give GPUs for free
$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative, cancel double order, renting over building Once big cap stop buying GPU, NVDA can crash 80% See how Margin Call movie repeats again
Tomorrow we go for 5 straight days of NVDA +2.5% or better
NVDA is being a bad girl. Just go up to 230
HEY! Is now a good time to start accumulating shares of NVDA
Bear credit spreads after the past few days was an easy play this morning. I'm still just pissed NVDA moved so much, I bought 8/28 calls when it hit 190 but I sold 200 calls against them. That cost me about 2k per contract.
$SPCX $GOOG $NVDA Margin flush more painful when crash hard like $AMD
NVDA about to break out
My port up only cos NVDA. Could sell my calls but i holded them so much that i want at least 2X now
>The higher multiple is the part I don't really get. Are investors just betting Apple figures out AI eventually? A lot of rotation has gone into "safety" plays, to the point SCHD 12m trailing was beating both SP500 and NAS100. Just in the past few days or so NAS100 has taken back the lead. KO had been trading at similar or higher multiples than AMZN GOOGL MSFT NVDA. I sold a portion of my AAPL when it ran up (maybe $335-ish so didn't quite hit the top), as I think it's overvalued relative to others, in same way I sold some SCHD for VOO and QQQM. A company shouldn't be rewarded for not making CAPEX spend, it does nothing material to the bottom line. Also, it makes sense for AMZN GOOGL MSFT to invest heavy into AI as they are hyperscalers - CPU dominated compute is now becoming CPU + GPU. But AAPL has no business here.
sndk calls seem like easiest money ever made. Memory is going up every earnings they beat estimate and improve guidance. They might report more profit than google and NVDA combined this quater
Ask Jeeves signed a 300b deal with NVDA.
NVDA is up 4% because of AI on satellites? Wtf
Elmo said spcx will exclusively use NVDA
Can you tell I’ve been trying to scalp a call premium on NVDA for an hour
NVDA about to buss it wide open
What is up with SOXX? NVDA way up, MU up, SOXX down? Second worst trade I ever made was selling half my NVDA at the start of June for SOXX. Then the entire previous years trend completely reversed.
NVDA is going to $250 isn’t it obvious
The whole reason is I wrote a single cover call for a batch of my NVDA, so I'm debating to either buy it back/roll it or just let it ride. I already figured I'm pretty heavily weighted in NVDA alone in my growth portfolio so why not trim and move that money into my dividend portfolio that I've started establishing.
!banbet NVDA 212 7d
NVDA 222.5 call 8/5 .. not looking likely SPY 783 call 8/7 not looking likely either - I did once work at Arby's
NVDA turn to carry the market
GOOGL just as bad to me as NVDA is. LOL
222.5 NVDA call seemed so solid when I made it
NVDA pumps on "Look at me! I'm AI now!" vibes
This would’ve looked so much worse if NVDA wasn’t holding it up
We got no more earnings catalyst until NVDA on the 26th?
Thank goodness NVDA is going to work with SPCX. It'll never fall below 200 now 🤡
I keep buying more NVDA whenever it drops to $190. Free money glitch.
Generational short opportunity for NVDA soon
After SPCX call, I realize there is no competion for NVDA, it has high margin , high demand, the competition is actually lower quality substitution, if the user can choose, they have to use nvda
NVDA keeping this shit afloat. Guess AMD and SPCX bagholders rushed to NVDA
NVDA wants to break out so bad right here
Is NVDA really green because of Elon?
Anyone have a free link to burrys reasoning on sorting NVDA? Everything I see is behind paywall
If $NVDA breaks 222 we rally
I think it’s because ER was great but it ran up a lot, 7,8% out n earnings day. They basically gave that back. It was flat on the day. Best and raise was good and expected. 14B would have been a great raise and needed for excitement to run this mf up. But it’s fine. Thesis is stronger than ever, market share is being taken von NVDA. AI chips running and selling like crack.
For once, everything but NVDA is shitting the bed
should I sell my NVDA position? thoughts?
time to sell NVDA?
MU and NVDA up just so Burry gets fucked lmao
NVDA holding on for dear life
Elon said spacex only buying NVDA chips moving forward
3000% up on NVDA shares and 900% up on APPL shares is bad? Shit I need to sell
Opportunity cost is a thing. It's not giga brain to know $NVDA is cheap. Everyone fucking sees it. Problem is you can get higher torque elsewhere in the same time $NVDA just stays flat. It's most likely just doing it's usual "ramp into earnings" and then will dump.
MU and NVDA carrying everyone
You downvoted me when I told you to buy NVDA at 190 lol. It’s the cheapest chip stock you can own. Market will take it to $6 trillion market cap. $250 after ER. The market cap is literally the only thing that’s held it down. That $5 trillion cap has been a curse.
The people on WSB have 0 material impact on the price of NVDA
Can you elaborate with evidence? I am asking because the P/E from NVDA is 30. And the PEG is well below 1.0 For MU (miron) the P/E is 20.. I don't see any crazy infinity money promises like you claim.. In fact most of these companies already have an incredible high amount of revenue, even considering their high expenses. And that isn't even taking into account future growth.. TSLA has P/E 300, which seems overvalued, and maybe takes into account an enormous growth in revenue.
Why is NVDA dumping? oh... lol https://preview.redd.it/2ulf2bnywkhh1.png?width=2393&format=png&auto=webp&s=4911add98c78cb5d33676fae08a39ce5383a0555