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
When does the NVDA Google fud not matter anymore
DIP. Its all FUD. Competitors wont have a compelling product to sell until 2027 at the earliest based on what Google is saying. Also NVDA has a larger moat then you think given their CUDA infrastructure and what not.
So is this an AMD and NVDA dip buy or they gonna drop it low?
I assume they're happy because now AI hinges on 2 stocks instead of one, but he's definitely jealous BRK chose GOOGL instead of NVDA.
NVDA is fucking toast
Instead of ANF or KSS,… I bought 5k of BABA calls last second. Instead of going short, i talked myself out of it & I bought 10k in NVDA calls before close yesterday. Im really getting smacked up. I knew ANF wouldn’t be as bad as was priced in, but chose BABA & chose wrong. Need a winner tomorrow so I’m not miserable on turkey day. Any ideas?
I own similar amounts of: * GOOG (my cost basis $167 vs. current price of $323) * AVGO (my cost basis $181 vs. current price of $385) * NVDA (my cost basis $116 vs. current price of $177) * AMD (my cost basis $108 vs. current price of $206) * INTC (my cost basis $23 vs. current price of $36) * TSMC (my cost basis $172 vs. current price of $284) * MRVL (my cost basis $44 vs. current price of $83) Currently: * GOOG and AVGO are fairly valued (room for some growth in 2026) * NVDA, AMD, MRVL are undervalued * INTC is undervalued (high potential) but might need more time (check price by EOY 2026) * TSMC slightly undervalued (Taiwan risk)
They’re talking about delisting NVDA
If NVDA get back to $200 then SPY = 700?
Buying NVDA dip. Don't listen to the noise. Fed will cut rates, NVDA will immediately rebound up 6-10%, and push toward 220-225 by EOY. Buy now or forever hold your peace.
Don't listen to the noise. Fed will cut rates, NVDA will immediately rebound up 6-10%, and push toward 220-225 by EOY. Buy now or forever hold your peace.
Sure, but are you stealing customers from NVDA more than you're addressing new customers who were previously priced out? How much does TSMC stock drop when [fab nobody's heard of] wins a contract for 65nm washing machine chips?
The winds are in its sails. At this point passing NVDA is destiny
while NVDA is probably overpriced, I hope they don't crash too much as the entirety of US 401k system is riding on a few stocks, this one in particular
**Bull Case (why NVDA could be +2% or more):** 1. **Today's action was actually resilient** — Stock dropped 7% premarket on scary headlines, then buyers stepped in hard. Closing down only 3.3% after touching $169 shows demand. 2. **The TPU news isn't new news** — Google has had TPUs for years. Meta "considering" something for 2027 isn't an imminent threat. Smart money knows this. 3. **Earnings were absurd** — $57B revenue, 62% YoY growth, guided $65B next quarter. That's a week old and still digesting. 4. **Oversold bounce potential** — Big volatile down days often see mean reversion, especially when fundamentals haven't changed. 5. **Retail bullish** — Retail has been buying dips aggressively in 2025. If sentiment is bullish, that's buying pressure at open. **Bear Case:** 1. **Trend for the month is soft** 2. **Holiday week** — Lower volume, can go either way 3. **The narrative shifted** — Even if TPUs aren't an imminent threat, the "Nvidia invincible" story got a crack **My take: 40-50% chance of +2% or better.** The intraday recovery was strong, but closing near lows with that late selloff isn't ideal. I'd say more likely a flat-to-slightly-green day (+0.5% to +1.5%) than a rip. But if there's any positive catalyst overnight or strong futures, +2% is absolutely in play.
Sure, but they jsut released the best AI model out there using TPUs and not NVDA chips. There is another way, and it doesn't have to be over priced NVDA chips.
Strangles on NVDA IWM AND GOOGL. Need beer money for thanksgiving
Google is basically playing ball at competing with NVDA over their TPU’s (personally this is overhyped but this is a big signal depending on googles next moves), however, there are still big players both trying to get in and/or boost their already existing positions, there is still no “real” resistance, NVDA could easily try to regain their 5T mkt cap, Google is still under NVDA’s mkt cap meaning (simplified) long term bullish sentiment is still intact, especially with NVDA basically saying Google only achieved their TPU success through NVDA hardware while flexing their software superiority. Tbh, this can go either way, markets are undecided and a lot are riding on the rate cuts, gov backings, and various other issues (like stale data), if you’re going long, size down, going short, size down, but with a march strike, you could/should be able to ride the next pump, I would worry about mathing out the theta decay though.
Sell NVDA, buy GOOGL!
Definitely gonna short NVDA. Seems like a good idea.
I feel like there's blood in the water with NVDA and their pricing will come back to reality as people realize they is another way. I wouldn't short NVDA but I sure as shit am going to grab my popcorn.
Sounds like you have a solid thesis for an NVDA short (you won't)
I never really put it together that NVDA is 8% of the S&P. So basically every retirement fund out there is pumping it up.
bol just look at 1 green stock and think the economy is good last week NVDA this week Google
NVDA is already losing to GOOGL with that childish post. NVDA target price $35 in 5 years. GOOGL $1,000.
lol NVDA is so mad at Goog. [congrats](https://preview.redd.it/creature-commandos-assemble-group-meme-activity-recreate-v0-37e36v1c74je1.jpeg?auto=webp&s=5ee981c3914b6eb50c4f5e1759ef9ed1624309f6)
so all this comeback from NVDA just to dump it after hours. Cool
NVDA slowing bleeding again after hours. The rest of these puts shall print!
Down 26%, or about 12k, on my March NVDA 190c. Do I cut losses or does this shit have a chance of recovery?
NVDA getting aggressive about protecting their turf, feels like the market's getting ahead of itself here
Cutting my losses on NVDA. Waiting for new entry
Seriously guys, NVDA decoupling from SPY is a good thing.
Generated using an NVDA chip I distinguish that it's fake because no leather jacket
Tell me to hold my NVDA Jan 16th 175 calls Tell me what u think
So, what is the true value of NVDA stock at this point in time? Seems to be barely hanging in that 170’s thread…
NVDA is like tire 🛞 with a leak. You pump it up and come back and it’s low again.
I guess NVDA is not the market.
Semis are still strong even with NVDA drop. Just shows people are not bearish on AI
This NVDA dip as fake as the DeepSeek one but I ain’t touching it with a 10 foot pole
NVDA GPU and CUDA is used in radio frequency sim, weather sim, quantum, robotics, and most recently car ECUs which is dominated by bosch. NVDA is dominating the behind the scenes stuff you don’t see everyday but runs our everyday lives.
Bought NVDA calls at the bottom 175 Jan 16 Good trade?
Tomorrow: NVDA back to $180. GOOGL back to $315.
I BELONG But fr my NVDA calls seem golden
Goog replacing NVDA is totally fake. Probably a NVDA short holders pipe dream. AMD, AVGO, INTC all tried to replace NVDA and could not. Takes 5 mil chip orders to get price lower - Goog is not in market to sell 5 mil chips- and why in 2007 - you’ve lost 2 years of AI advances which is forever….
NVDA has envidia and is perhaps worried about its future earnings prospects.
NVDA's statements about both the Burry bear case and the Google TPUs tells you everything you need to know. Jensen and co. are very aware that they are one headline away from losing $1-3 trillion in market cap and are desperately trying to keep the narrative from unravelling.
Continue to short NVDA at 178, target 150.
port caniblized itself, lucky for only long calls, SPY and GOOG pulled through to cover AMD, NVDA, ended greem META, QQQ minimal recovery
I mean NVDA is very far from ATH. Would not be surprised if it keeps falling
I've been hearing the same shit since NVDA hit 400 last October or w/e it was. It's just cope. 1 good piece of news and were at 5t again.
"We are stuck at spy 66x lol" "Next stop spy 650" "NVDA easily going to $150s" This and more delusional ber cope, all in one beautiful thread
Bought and sold NVDA calls today, would tomorrow be the same as today?
What a fkn day If you bought NVDA calls at $170 earlier on, well done!
The foundaries build their chip designs. It’s the same as saying NVDA builds their chips, they may as well be synonymous. Not sure what you even mean by “creating arm” but okay.
🥭 please allow China to buy NVDA chips
Burry is a broke lil bitch trying to make money by making some kind of pathetic blog to trash a solid company. NVDA forever bitch. Fellow regards, please buy NVDA so I can be rich. Thank you very much
Anyone who knows anything about chips can tell you google isn't even in the ballpark compared to what NVDA produces.
Loaded to the tits on AMD, NVDA, GOOGL, RIVN.
How NVDA fan boys don’t see this is beyond me
Clearly a massive over reaction with AMD if it went down more than NVDA
NVDA saved me the last hour I love you
Jeeez the volume on NVDA, like it had an ER
Looking back, my favorite part is of this year's market was when 🥭randomly tweeted it was a good time to buy, easiest money ever made. Least favorite would be when NVDA dropped after earnings last week, my friend who was watching me trade accidentally spilled his Fanta on my chair. I called him a moron, he responded with a slur, and I impulsively lashed out striking him in the trachea. He filed charges and I got hit with a simple assault misdemeanor, $150 fine and 2 months suspended. Kind of put a damper on the whole trading day but still made money.
Are we going to get a chance to buy NVDA at $100 again?
Why do hyperscalers use NVDA GPU's? Why don't they just make their own? 🤔🤔🤔🤔🤔🤔🤔🤔
NVDA is Enron 1. China is not buying 2. Meta is not buying 3. China makes new algo to use less GPU
Are we going to get a chance to buy NVDA at $100 again?
After I exit NVDA, how much SKYT should I buy? Someone in the thread tipped me off and I went in for 100 shares since it was all I had left available, but I could open a big position. Fundamentals look really good.
SPY up 1% on a day when NVDA is down 2.5% makes my head hurt.
I need someone to tell me whats happening to SPY and why is the same thing not happening to NVDA ?
Massive volume getting injected into NVDA. This is not trading, this is structural. The company is being handed over
All these data center play looks like it’s had a massive blow off top. STILL trading at around 100 Pe and have stacked their chip betting on NVDA GPU. All These companies could very well proper for years and decade to come and the stock would still be overvalue be all metric even if it does another -50% from here.
Fuck I had a 6855 spx call for Dec 19 Sold it for profit yesterday for nvda Jan 2nd 180 Then the B.S happened Now sitting in NVDA 175 Jan 16. Thoughts?
Can NVDA pump to 179 before close so my sell order can execute thanks
Fuck I had a 6855 spx call for Dec 19 Sold it for profit yesterday for nvda Jan 2nd 180 Then the B.S happened Now sitting in NVDA 175 Jan 16. Thoughts?
On point 2, Pytorch support for Cuda is still way better than its support for TPUs--so Meta engineers still rely heavily on NVDA and will likely do so for the foreseeable future. Also, most of Google's data centers have NVDA GPUs and will do so for the foreseeable future because their vendors demand them. My super hot take is that LLMs (as opposed to the "AI market") are in a bubble--LLMs hallucinate too much and founders have puffed their ability to reason a bit too much. Like a lot of software, the quality of many LLM foundation models are degrading. There will be a better solution that changes the game as their has been every 5 years or so. Of course, I could be wrong. I'll check back in March!
Gemini literally runs on NVDA equipment. Fuck off
NVDA is the main AI proxy trade, I would watch it as the canary down the mine.
Shorting NVDA is one thing, but shorting NVDA and then getting on a soap box and preaching about a bubble starts to sound like manipulation. Yes stocks are inflated, but I don’t see a pop, I see a sideways 2026 as more likely than a correction down to 2024 prices.
wait until you learn that stocks end up being priced based on their fundamentals. things like earnings per share and cash on their balance sheet. NVDA's share of GDP has no relevance to its long term valuation. The only thing that matters is their earnings
I mean… they are selling chips that will be outdated eventually. Making one-time, multi-billion dollars deals that may not get renewed. Imagine someone makes a better chip, and starts getting sales for their chips (such as Google). All of a sudden, all of NVDA’s chips are not selling as well. Next year, they get half the deals… so half the income? Down it goes 📉
NVDA back to yesterdays range already, retards really tried calling $160s and even $150s 🤣🤣
Ya that’s a good point. I suppose NVDA would be a better company for example to look at as a sign of a bubble burst for AI The rest sounds fair as well, PLTR is insane as is so the correction does make sense but I wonder if it’ll hold out in $170’s at least over the next month or correct even further but time will tell
Back to the scheduled NVDA pump
A few years from now 177 for an NVDA share will sound really cheap
Way to completely gloss over the PLTR puts, which he bought 5 times as many as the NVDA. Even if he were to buy all of his NVDA puts at the highest price (highly unlikely) in the July-September period, he’s still net in the money. Looking at the price chart of that specific put, if he bought it in the period of July 1-10, the position is in the red. If he bought it at any time from July11-Sep30, then it’s a winner. Since we don’t know when he bought, you can look at the trading volumes through that quarter, and there was a big spike right around the end of August/beginning of September. A very likely candidate for his entry point. If he did buy around there, he’s likely in the green by about a dollar or so per contract
I’m just glad I doubled down on my NVDA calls this morning.
NVDA’s finished stock on hand has skyrocketed. Hope they’re still moving it as fast as they were
AI bubble burst starts with NVDA, TSMC, Open AI and its hoard of customers/business partners imo.As long as the money hot potatoes around the circle jerk of companies involved, the bubble simply squishes around. It’s a bubble within a bubble…