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
Great. Took 20k in tax free profits this morning on NVDA and AMD. Not short intel, and Also held onto my calls despite my trash talking. Also Sold a few CSP's today with assignment around $65. Happy to go long there if we pull back or just collect my premium. The chart looks too good to ignore now we've cleared prior ATHs. although the 128 Forward P/E leaves little margin for error. But PEs dont mean shit in this AI bubble. Very Clearly they dont.
If you have bought NVDA calls for next week, you will either gain a little money or loose too much
Yawn, who fucks with NVDA when you can make 300% in SOXL instead
I made a post where I bought NVDA at $16 and it’s now at $209. I get comments telling me I could lose my entire savings
I remember when we were wondering if GOOGL or NVDA would get to 200 first
Man, I was +30k by Wednesday this week, but lost it all but $1.3k by close today. All shares. My PLTR RKLB OKLO positions faltered hard end of week. I'm stoked for NVDA though. I have 1000 shares at 99.36 basis, so it's about goddamn time it gained some traction.
now go all in on NVDA calls!!!
I admire your optimism! Obviously my opinion is garbage, but I see crypto bleeding out the rest of this yr. Could see a rally going into next prezzie election 🤷. I'm basically out of crypto rn (made some good moneys on $XRP over the yrs). I'm mostly bullish on $NVDA $MSFT $TEM and macros over the next few yrs.
Its on its NVDA run expect 420-450 before year end also INTC will be at 160 by March book it
1m GOOG calls, 150k AMZN calls, 150k in AI company shares (NVDA > MU > IREN > NBIS > CRWV), META calls, MSFT calls, \~200k in other stuff (corp bonds, US bonds, GLD puts, random shit). wow typing it out makes me realize how regarded I am
NVDA at ATH usually precedes its routine plunge to the 165-185 range 😀
!banbet NVDA $217 1w
I shouldn't have sold my $90 NVDA call option leap in 2020(maybe 2021) during the china ban for $1500, I sold because I sold -15% before the meteoric rise and two stock splits, it was worth $45,000 as a January expiry.
.3214 shares of NVDA and .000014 shares of Sandisk! 169 dollars total bud!
He literally has SPY, QQQ, and NVDA..
NVDA has been running hard since 2018, you just didn’t know as about it….
Just the fact that you were thinking about buying puts on SPY and NVDA right now makes me think that you’re gonna lose this money at some point anyway.
I lost money chasing ibit, RIVN, and bull after my NVDA calls didn't fill at open.
And NVDA is worth $5 trillion. Everything is priced in and some more.
> Curious how everyone else is doing are you guys making money in this market or getting hit like this too? I’m up 70k this month with NVDA, BDT, NBIS, CRWV, AVGO, MSFT. Idk why you’d be bearish right now on semis of all things
Who says its over? We still have big guys Earning coming up next week. Google, Apple, META, MSFT and Amazon. If they spend more money on A.I then I think AMD, NVDA, TSM and Intel will pump more.
Head is hurting for missing INTC, AMD and NVDA run.. any suggestions?
Channeling boomer energy, only getting on ai train now that NVDA breaking out
It’s not a hedge They’re getting into the business of selling chips - their own chips - w Anthropic as a extremely prominent power user This also will make GCP the undisputed lead hyper scaler The competitors there are NVDA and AWS GCP is a different company than DeepMind. All with their own incentives. Sundar has a tough job right now balancing between those At the end of the day the stock market is most interested in cloud and chip sales tho.
Same here man. The worst time was 2024 when AMD was sliding while NVDA was pumping. Dark times.
Dont sell NVDA, it will print
Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account. This is not financial advice, strictly for educational purposes.
Good for you, I should have saw it coming as well when AMD stock price went up 15% overnight but NVDA haven't caught the sentiment til an hour after the market opened on the next day. Good for you for catching something this obvious but overlook niche in the market lol.
Google: Competing with semi-conductor companies with their TPUs. Competing with AI companies with Gemini, which will soon be integrated into Apple devices and will have an edge by integrating throughout the Google eco-system. Competing with TSLA with Waymo. Competing with META and TikTok (Oracle) with Youtube. Google, NVDA, and AVGO are the only Mag8 companies I would invest in right now.
I bought these leaps and most of my biggest gains in semi’s in June of last year. I saw the super cycle coming and bought MU, LRCX, AMAT, NVDA, and AMD. Each of those gains are even bigger than this one lmao
He 💀 … NVDA is in Allah’s hands now
> No matter who wins, companies selling the tools like NVDA and Broadcom will just keep winning People said ***exactly this*** in the late-90s, right before the dotcom crash...
I don’t think they’re concerned with stagflation, honestly. They are hell bent on QE with markets and housing at or near all time highs. It’s almost as if they are waiting for higher asset prices to do it. Stagflation is most harmful to individual tax payers and small businesses: With the AI companies passing hundreds of billions back and forth and prices going up non stop that is enough to keep the GDP high, and no one outside of the workers seems to care about massive layoffs anymore: The big 4 categories in the market are happy and would love lower rates, more layoffs, and are not going to be phased by another 50% reduction in USD because they will gain another 50% in value with QE/ Ai and tech stocks are happy Defense contractors are happy Banks are happy Oil and gas companies are happy Everything is a bull case for stocks that are part of the OpenAI, Spacex, Anthropic, Google, NVDA, amd, etc etc circle. As long as we have AI replacing workers and sitting on literally trillions of dollars in cash to pass around, there’s at least one war for oil, there is downward pressure on housing market supply, and banks can continue to charge whatever they want for interest but pay less as rates come down there is really no need for a healthy or working class consumer base Anymore. The market is literally trying to price companies the size of google having 90% reductions in payroll expenses…
NVDA is rumoured to finally break 212
I've been in NVDA since before 2010... Jen is muh boy. The rollup you're looking at hides some shares that are +5,000% ;)
NVDA $5T, when AMD $1T?
Burry watching those NVDA candles today: 🤬
For training the 1:8 is still going to be needed as that is very gpu intensive work, but the INTC comments seem to suggest that datacenter builds are swapping to 1:1 instead now. For 1:1 setups you need significantly less gpu power to compete the tasks required (inference etc). So no, 1:1 does not mean the same number of gpu’s are required along with 7x more cpus, it means WAY less gpu’s are required per cpu. It’s an entirely different setup for a different purpose. But considering NVDA gets almost 80% of its revenue from gpu sales… that’s going to hurt. Even if they somehow outcompete the entire cpu market and become the leader there too, the CPU companies bring in a tiny fraction of what NVDA currently brings in with its gpu’s. They will take a revenue hit if this transition to 1:1 is real.
Thank you for thoughtful reply. Agree defense aspect is overlooked and there even seems to be efforts to downplay its importance. I missed out on Macom and waiting it out for now. I'm still learning but traditional GaN appears to top out at \~650v with SiC applications above that. Looks like there are some higher voltage GaN products becoming more commercially available. Most GaN in high power defense applications is technically GaN-on-SiC. I know there are many GaN applications in data centers but NVDA's new 800v architecture suggests a bigger role for SiC.
I’ve got several, but my tops are AMAT, NVDA, AMAZ, all over 500%. I just think about what I’d have given up I sold early.
You might ask yourself, why in the fuck can’t NVDA break 212. Welllllll compare the world population to the number of shares.
Honestly? I'm not even holding AMD for AI. I own it because I think NVDA is going to biff gaming and AMD will pick up the slack. That said, it apparently does swing pretty wildly, so I'm thinking about trying to time the post-earnings dip. I don't know what I'm doing, really, though, so we'll see.
NVDA, what rough beast, its hour come round at last, Slouches towards regard market to be born again..
You're shorting stuff that is essentially totally sold out for the year. The earnings expectations on semiconductors have been adjust up quite rapidly. Market is just recovering from a dip. You don't know that it will drop, it can go on like last year where the momentum slows but it simply keeps rising. The only triggers I see for those stocks to drop massively would be either a slowdown in datacenter buildout or a drop in the wider market if the Iran situation causes a inflation spike. But even then that is temporary. Inflation drives asset prices up. NVDA, MU and SNDK have pricing power over the goods they sell so most likely very little effect. For shorting you have to be right on both the direction and on the timing. So if markets are too hot just exit and wait for a new dip. Otherwise stay in longs and chill. For risk managment set a trailing stop at a amount you are willing to draw down and let it run.
Of all of those I hold and will continue to buy NVDA, ANET, CEG. I think micron is great, Broadcom can be good but they will loose all VM ware revenue in the next 5 years (IMO) I like vista I hold them but wouldn’t buy into them again got them in 2019 the rest I think have better alternatives.
Blowout close: NVDA still dogshit lmao
Sell overvalued companies like $AMZN, $META, $MSFT. But undervalued companies like $INTC, $AMD, $EWY, and $NVDA
Nah ATH to 800 for sure and NVDA going to 7 trillion
No, memory chips aren't some super high tech proprietary thing like NVDA's Gpu chips. They've been treated as a commodity for decades. So MU and WDC and SNDK are absolutely not growth stocks. Their products are just in demand for AI data centers and I don't see how this is sustainable.
NVDA taking back momentum could single handily carry S&P to 7500
Anytime one stock in a sector pops that big, everyone invests in their competitors because if the lame duck of the group can crush earnings like that, everyone else should be able to do so as well. Intel pops and everyone buys AMD, NVDA, TSM, ARM, and NVTS. Every sector is the same way, they all move in tandem...
I refuse to buy INTC, AMD, NVDA here
Traded NVDA probably after a year of trading Tesla cause of high volatility, but then one day you make a good, another day you lose. Anyone here trades NVDA regularly? How’s trading NVDA like? Is it stagnant most days, or can you trade it every day?
Hahaha Google just bought NVDA chips, billions. 😂
It takes balls of steel to bet against the likes of SNDK, MU, and NVDA. They are unrealized losses, so things can still turn around.
Bro no fucking joke. META and NVDA have fucked me numerous times. When I hold they eat shit. When I sell and wait and see, they fucking rocket. With my luck, me holding MSFT will be the nail in the coffin for them.
How high will NVDA go by Aug?
The Puts have mid/late-May expirations. MU 485 is only a 2.3% pullback from current price, and a possible H&S is forming. NVDA 212.5.... ... NVDA's price is 208 right now.. SNDK 980 is only a 1.4% pullback from this level. I mean, I guess those options prices require the stocks to drop quite a bit to pay, but you still have 3-4 weeks on all of these. I'm suh confused by this post.
NVDA has become the BRK.B of tech stocks
Are NVDA, AMD, INTC outpacing data centers, photonics, etc. because the boomers know these names and they want to be invested in whatever tech they recognize? 🤔
That NVDA comment shows you didn’t understand any of this The 1:8->1:1 means that for every chip NVDA sells there will be 7x more sales new year for CPUs than this year IF you believe the 1:1 story. Which is still an if Meaning CPUs are the next bottleneck, people are going to be pre ordering huge amounts / gatekeeping / price gouging them
NVDA rejecting that top of the range again. Im out, be back at the bottom of the range again
Is NVDA the new CAR?
MU and NVDA are not going to reverse anytime soon, friend. Both are solid hyped companies with excellent results that just passed their ATH. That usually happens with shitty companies. Ask me for my course… Jk
What a wet fart NVDA turned out to be today. No new all-time high. Full of momentum, just to fade for the rest of the day
Made money off NVDA calls. Making more money on NVDA puts. Am I the next Michael burry??
'why market go up' The market is just an orgy hosted by NVDA who charges a 30k cover at the door.
INTC singlehandedly added close to $1 trillion to the semiconductor sector when you consider what's happening with NVDA, AMD, TSM, ARM, QCOM, ASML, etc.
Watching NVDA move torturing to me.
My 5/15 NVDA puts are down 70%
Time for NVDA to take a nap I think
I played NVDA(put), INTC(put) and AAPL(call). Cooked.
Hi, I'm Bhushan from MarketCrunch AI. I think you're hitting on the core question here. The "picks and shovels" argument for $NVDA and $[AMAT](https://marketcrunch.ai/stocks/forecast-price-target/AMAT) is solid, but the downstream revenue impact for actual AI \*applications\* is still largely aspirational. We're seeing massive CapEx from hyperscalers, which means the infrastructure build-out is real, but the ROI for many enterprise AI plays still looks like a long-dated call option. The risk is that this initial surge in spending creates a supply glut of compute before demand for truly transformative AI applications catches up, potentially squeezing margins for everyone except the core chip designers.
NVDA mkt cap soon to surpass US gdp
Lowkey WSB was right on NVDA because I remember the most two talked about stocks here in 2016 was AMD and NVDA . There has to be some OG WSB users who held from then.
>Reddit: INTC this, NVDA that, AMD the other >Arm: Am I a joke to you? Why is nobody on Reddit seemingly talking about Arm?
205p lotto end of day for NVDA
NVDA up a cool +27% in three weeks
somehow i am flat for the day despite owning NVDA because everything else is red to pump NVDA 🤡
Cmon NVDA break past $212 before close
panic buying happening in NVDA
Its not just Intel. There are a lot of companies bigger than intel that are up today that are part of the Nasdaq index. For example, AMD has a bigger market cap and is up 13%. NVDA is up 5%. TSM is up 5%.
> I feel like we have now crossed over the turning point. If your business is not paying for an AI subscription for their staff then they are falling behind. So how much revenue is required to justify 700 billion in AI spending (or whatever the number is) at REASONABLE gross margin and ROIC targets? Here's some musing on this very subject with late 2025 numbers; at 400 billion Capex. Number higher for 2026... though, like people said, being canceled left and right, so it's hard to tell where the actual number is. https://pracap.com/global-crossing-reborn/ Kuppy pegged 25% gross margin revenue for 400 billion capex with 10 % depreciation at 160 billion in revenue required. 160 billion. In 2025 it was ~20 billion. So you know, only 8x. The author suggests that to achieve a 20% ROIC, typical for some sort of "new, will it or won't it work out" item, this would require ~480 billion in revenue. Layer on these 700 billion "investments." What kind of revenue is required to JUSTIFY this? Is it "taking off" fast enough to get there? > The revenue for the business and retail products is only just taking off now. To justify the spends, it needs to be on a ROCKET SHIP with solar system levels of escape velocity. Is this really where it's at, or just, "going up." The article references "Global Crossing" from the dot.com boom. In that time frame, Global Crossing was the data center owners; and Corning made the fiber. Global Crossing went tits up. Corning made BANK... but, lost 97% of its stock value 2 years post peak; however managed to survive. If NVDA's AI related product line goes to 5% of what it is... what happens to NVDA's revenue? And stock price? Please don't interpret this as shitting on NVDA, that's not what I am doing. They are a viable company making billions without AI and AI adjacent products. The key question here is just, if this investment stops, or slows, they're hosed.
AMD and NVDA up MASSIVELY AI bubble bears in SHAMBLES
sold my NVDA 210c 0dte for $750 profit instead 3k. profit is profit.
Sold my NVDA 0dte for $750 profit instead of 3k
is NVDA going to cure cancer on monday?
Got 3 calls for NVDA 215 for monday is it a bad idea?
Dude fuck goddamn Microshit. Fucker always drops when I buy. I bought yesterday and the news came out they're doing fucking employee buyouts now, and even today I'm STILL in the fucking red. Average cost of fucking 425. Fucking christ dude. NVDA, AMD, INTC, all fucking rocketing. MSFT sits there with its thumb up its fucking ass doing jack shit.