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
NVDA take the hint dawg. PUMP
if you're not loading NVDA here before it blasts off you might be a poor or it's entirely possible i am regarded
i think NVDA might be getting ready to break out bigly
wtf are you waiting for NVDA?? Hit 190
It’s cool NVDA! You can rally when you’re ready baby
I have seen a lot people on Twitter calling this company a fraud, but it was the same people calling NVDA a fraud At this point i just gonna watch
INTC is what percentage of your portfolio? A rebalance could be in order. Initiated my position in 2024 at $19 and doubled-up at $25. INTC is currently 6% of my portfolio. I'm holding. Not until a stock is greater than 10% of my portfolio and begins performing sluggishly - that's AAPL and NVDA for me - do I start considering a rebalance.
I think it is going to sell off to the 140s after its next earnings. Every time NVDA has earnings it tanks then bounces back but I think this time market is done with it.
Yeah, he added to his NVDA short position a couple of days ago. Take your advice from that broken clock and you will be poor
NVDA you absolute fucking cuck ass pos. Goddamn you and MSFT should just jerk each other off and cum in each other’s faces then lick it off. Cunt
MSFT, AMZN, NVDA, AAPL all move lower and SPY goes up 😂 wtf it’s gotta drop right?
MSFT and NVDA both beat estimates the most recent quarter. AMZN beat on top line revenue but not on EPS.
the algos went freaking wild on that $DELL rumor that $NVDA MIGHT buy a PC company in the FUTURE
Clifford is putting a lecherous paw on NVDA's shoulder
The market values strategic positioning over immediate price-to-earnings ratios. This isn't necessarily a rejection of fundamentals, but rather a forward-discounting mechanism where investors favor AI and infrastructure on future productivity; they’re betting that being first to the infrastructure layer is more defensive than having a high-margin legacy business. I am a long time investor, so on this recent downturn, I bought more AVGO, AMZN, CI and NVDA. Consequently, I am up approximately $300k in the last 2 weeks. Did I sell anything? Hell no! Everything I own was already high quality equities. Most disciplined investors (IMO) are "barbell-ing:" holding the "narrative" leaders in AI for growth while using strict fundamental screens for everything else to avoid getting caught in the eventual "Proof of Work" phase where the market stops buying the story and starts auditing the balance sheet.
C'mon bols, pump NVDA more! ^(so I can short ya)
Put the rest of my money on NVDA puts today. I am broke and it ain’t no joke.
MSFT, AMZN, and NVDA absolutely failed in expectations their last earnings and that was BEFORE the strait closure. The TACO trade has created a moral hazard in which the market ignores the tail. Any other president, we would be down at least 20% right now
Watching SNDK is like watching NVDA and BTC before they became big dawgs…
is SNDK the next NVDA? unbelievable
Why is NVDA gapping?
Look at Microsoft, NVDA, Meta's forward PE and the growth they are putting up.
>So here's the question, if that's really true, then the amount of compute we need should be 1,000 times what it is today. So how are NVDA and AMD trading at these valuations? I don't think you explained well how you got this assumption. I think the price to generate and maintain a piece of software will be lower, and software will be more flexible to fit customer needs. It's not just AI agents replacing software. It's software written by humans using AI Agents. That does not mean we need 1000x compute - AI agents are not very useful as being a working piece of software, since they're not really deterministic and they get expensive.
I believe it's a joke because the market treats valuation like a joke and we all know you can't argue with the market. I wish it were otherwise so good companies can get rewarded. But that isn't the case most of the time. If they want to allow Space X to IPO at over 2 trillion dollars with 15b of revenue while keeping Microsoft below 20 PE, those are the prices that people will be paying. You're buying the hype and the narrative. Jensen probably never should have delivered on those GPUs. Had Blackwell remained a dream that was never delivered much like TSLA with all its promises, the valuation could have gone so much higher. Instead, you're looking at a company with negative revenue growth trading at 300 PE while a company like NVDA with consistently insane profitability and growth trades at 20 forward PE.
I would argue that gold and silver are more speculative than NVDA and too some extent SasS companies these days. They're trading like BTC, especially silver.
Semiconductors are at bonker valuations right now. Both suppliers (ASML/AMAT/LRCX/KLAC) and traditional chipmakers (AVGO AMD MRVL). NVDA is reasonable, memory stocks debatable if it's another boom bust cycle or permanent. A correction to semis would send the market tumbling. I think that may happen off the next Nvidia or Broadcom earnings.
I think the market overreacts to good news and bad news first. Then any news that supports the same narrative is considered priced in. NVDA promising a trillion dollars of revenue? Priced in because they've been growing 70% over the past year. Oil price went back up after negotiation failed or Israel tried to escalate before peace talks? Priced in because we were already priced for $120-150/barrel during the first month of the war. It's the opposite of complacency actually. It's an extreme knee jerk reaction to the upside and the downside.
We are going to rally up through May and then we dive to SPY 600 post NVDA earnings
NVDA back down to 165.. LFG! LOADING up the truck on margin!
I mean the valuation of Telsa at 320P/E puts it over 10 times higher than the average of the rest of the mag 7 that all basically print cash, SpaceX at 2 Trillion based on its reported 2025 profit of 8 billion puts it at 250P/E. I will agree 30 billion is too low but do you genuinely believe SpaceX and Tesla combined are worth as much at GOOG or NVDA? If both Tesla and SpaceX correct to 50 forward P/E (still 50% higher than the worst of the remaining Mag 6) that puts him under 200 billion.
If that was the case Michael Burry a.k.a the king of shorts would have shorted TSLA instead of PLTR and NVDA. May your PUTS rest in peace.
SpaceX reported a net profit of 8 Billion in 2025 with starling driving 50% to 80% of that total at a 2 Trillion valuation that puts it at 250P/E not as bad as Tesla's 275 currently but really high, NVDA is printing cash with no competition in sight for a long time and their P/E is 38, On the other hand there is blue origin rlkb and several other companies in the same sector. AMZN is also launching it's own version of starlink with projectile Kuiper, the direct competition will likely drive down SpaceX's margins on starlink sales. I would probably buy SpaceX at 1 Trillion, speculative but could be good growth there. To me the numbers just do not justify 2 Trillion, however due to the Elon musk factor, the market sometimes just does not care about the numbers. Tesla at nearly $500 with a 450P/E back in January comes to mind, that's the reason I could see the hype nearly doubling it to 4 Trillion, I could also see it dropping hard down to 1 Trillion. Due to such volatility I might buy an IPO leap Long straddle or two to play that extreme volatility.
This is similar to what we do. We have 4 “buckets”. Cash/swing, Dividend Income, ETF boring stability, and Core/Long Term Growth. It’s working really well for us to have the “why” compartmentalized. As someone who spent 25 years in plumbing/HVAC with a side step into CFM: swap Schneider for VRT if you’re able to. And if it were my portfolio, I would have TSM and ASML rather than NVDA.
Well, hello fellow regard! Those were my most recent two (One more short put on NOW likely assigned this week and RDDT built with puts and shares at 120-130, maybe one more lot depending how it goes.) I may add Oracle but it gives me the ick. Maybe MSFT, but I hold beleaguered call LEAPS already, so idk. Hoping NVDA dips again so I can rebuild there but…not sure if I have gone overboard on software…
NVDA been flat for 8 months now
Whoa, you’re grouping Tsla with NVDA. Those two are wildly different. Tsla’s growth is declining and you can see that through its quarterly reports. NVDA currently has one of the highest if not highest operating margin for a mega tech company. About 60% of its revenue is falling straight into its bank account. You can’t find that anywhere else.
If every few weeks we reach new heights, bulls are happy to "fall for it." The gloating when things go down, no wait, when you think things might go down, is hilarious. Really you are probably a bull who is pissed off NVDA isn't $450 and blames Trump.
A religious ideology doesn’t have “surrender” in their DNA as in their thoughts they cannot allow “Allah” to fail. Strait of Hurmoz is a big benefit indeed, they cannot to give it up easily for sure. To be honest, i don’t want to be in Trump shoes right now. He has to choose from either bitter choices. My fear this war will drain US resources, Increase inflation, mid-term disappointment or the end of once being the greatest country of the world. We’ll see a bloody Monday for sure unless we hear something of a real positive weight until tonight, which I doubt. Bitcoin is already 2.5% down and stock market will follow. I guess I am for the MU, NVDA, TSLA longer term.
If you had 12k on the sidelines, would you go long on tech (MSFT, NVDA) or risk 0dte? This may be in the Roth 😗
i have been a hedgelord, but only because i was the last sucker to scrape $10 together for the bull run, they were the only cheap plays and they sort of payed off. I entered the market when NVDA was at $140s-150s the first time
If you want to bet NVDA doesn't hit 200 you should sell call spreads, not buy puts
Everyone doesn’t know shit. Long software when it is making new lows? No thanks. Short semis when it is leading the market higher? No thanks. NVDA breakout? The stock is still in the same range it has been in for 8 months. Nobody knows anything about what the stock market is going to do. You’ll see tomorrow, they’ll all expect a 5% crash. They’ll be wrong.
it would be funny if NVDA, AMD switched its headquarters from US to China because 🥭 fucked up their supply chains.
bye bye AAPL, NVDA, AMD and SPY.
We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June
Crack is whack. OP should short NVDA.
this is an actual strategy. long PEP (snacks/dip) and NVDA (chips). it's the very best of consumer staples + AI / technology. can't go tits up.
Last earnings season they dumped big tech. This time they're gonna dump semiconductors when they all cut or issue unimpressive guidance. The PE on INTC AMD MRVL are bonkers + same with ASML/AMAT/LRCX/KLAC (ASML probably best out of these though). Then NVDA earnings will be the ice on the cake and send the stock to the 140s. Look at NVDA graph, historically is due for a massive correction. Then probably bottom there and hit 200 in 2027. This is not financial advice.
Alright folks welcome to midnight podcast I'm your host, today we're going to talk about the best stocks to own for the booming sex robot market: NVDA, AVGO, MU, SNDK, WDC, and STX
Bro it's been so long lol I sold it long ago but I see that it's been beating NVDA since 2023. Gee thanks for the reminder :/
SNDK NBIS NVDA META RDDT MU TSLA GOOGL That’s my total folio
I do believe next week is good overall long. May stay in my positions since my liquidity is low. Im 20x long on NVDA and 50x long spy lol
#NVDA GANG Members checking in
Congrats! I'm holding a lot of NVDA shares and want to buy a call at some point, but NVDA calls for the longest time (and I'm just guessing here) were made more expensive by past volatility despite its huge market cap slowing any price change, and over the past month it seemed like the end of the world. Still looking for a good buying opportunity but $200 feels so far away.
Haven't been following Micron, but NVDA seems like a no-brainer to me.
Iran agreed to trade us all their oil for all of our TSLAs and NVDA chips
We all know AMD was truly undervalued , and we all know NVDA is the still the market mover, worth more and still has utmost potential to succeed AMD’s stock price
i trimmed a bit of my NVDA this morning into the pop, just locking some gains. not going heavy either way tho… still feels like the market’s looking for an excuse to rip or dump lol. keeping some dry powder in case we get a random pullback next week.
Good on you! No doubt, a proud papa you have. You'll have more in the long haul. Did he recommend NVDA too? Let me warn you that by the time you retire, it will cost you more than it does him due to inflation, if nothing else. The world changes fast & it probably get faster. Look at how far space exploration has come. With all we learn fromt his latest, it could affect many new stocks.
bot here, buy more NVDA so we can dominate the world
Honestly I'm just gonna trust Michael B and short NVDA
I'm looking at the chart for NVDA and basically it went from 90 to 140, then stayed there for a while, then crashed back to 90 before finally climbing its way to 180. So I think after its next earnings next month it is going to start dumping all the way to 135-140 and then climb to 225.
I’m thinking of participating in earnings season this spring. I am prepared to lose $1k Whatever I win, I will be rolling 90% of it into the next play. I will be staying away from NVDA, everything else is in play.
Hardware Data Centers Nvidia (NVDA) +2.57% 1D CoreWeave (CRWV) +10.87% 1D
Do you think there’s room to run for NVDA?
Yeah just a bit more safely distributed lol. As you can imagine NVDA was 99% of my holdings for the last few years.
Just used Claude NVDA sex robots probability classification code
I am saying that investing at all is based in the assumption there's a chance things don't get a lot worse. If you believe everything becomes meaningless you are buying guns and gold, not NVDA
The system is rigged NVDA should have tanked as well.
Yeah that’s my thinking. NBIS above it’s normal range, CRWV NVDA near the top of their ranges.
Am I understanding the world right? The future is going to be Anthropic vs OpenAI similar to how it was Microsoft vs Apple? NVDA seems to be the IBM of the AI world
Those holding NVDA long term, still holding long term with companies making chips in house ? Praise be to Jensen 🙏
Debating on whether to buy MU here, or wait till it goes a little lower, if it does.. Those earnings were like 2022 NVDA earnings
To be fair INTC was short on cash and was about to give up on GPUs and Foundry. The government announcement was good PR and the Investment from NVDA gave them enough time to see their investments pay off. Knowing this I still bought 2k shares before those things happened. They caught their break and I'm still a happy camper.
True, but I'd rather just buy Anthropic's IPO or buy AMZN/NVDA which also have a stake.
Left it alone. Instead added to AMAT, AMD, MRVL & NVDA from last April to the end of '25. Have now been adding ORCL, CSCO and will see if PANW heads lower and then add to them as well.
OH man I thought maybe I was wrong and you were on to something so I spent 15 minutes looking through their financial statements and L M A O you need to take a look at them. https://s205.q4cdn.com/133937190/files/doc_financials/2025/q4/CoreWeave-Inc-FY25-10-K-7.pdf Please go here scroll down to 70+ and start looking at the tables. You think their revenue growth is good? Their debt, interest payments, cost of revenue are ALL GROWING AT A HIGHER RATE THAN THEIR REVENUE. Like jesus fucking christ man this company will never be profitable and is just an off book SPV for NVDA and the other companies to burn cash so it doesnt stay on their books. This company is a fucking 0. Get the fuck out of it dude.
#NVDA GANG Members checking in
incredibly simple minded POV. The amount of companies utilizing NVDA chips are endless. You think every single one of those companies are down now?
is it time to sell CCs yet? I can do it on AMZN, VGT, SPY and NVDA
Why NVDA so bullish today? TSMC reporting soon or something ?
No news NVDA +2.8% pump keeping the NASDAQ green Would otherwise be a -1% NASDAQ day
5/1 $180 NVDA puts are $2.65. You’re welcome
If NVDA breaks 190 the world instantly ends and all the shit in Revelations happens
How will oil impact NVDA or GOOG. If you're buying something to bet the oil trade, it isnt QQQ.
NVDA will be 200 again soon
When the chip shortage from a few years ago was in full bloom and you couldn't even buy a new car, I started buying AMD, AMAT, NVDA, MRVL, MU. So far so good. I'm no Harvard Business School grad, I played a hunch and it's payed off. It could have bit me in the ass, but it's not as if I was buying unknown dot.com crap like in the 90s.
Michael burry is a fucking clown man buying NVDA puts 🤣
!banbet NVDA 194 10d
how can QQQ be flat with NVDA nearly +3%, AVGO +5%, AMZN +2%, what's pulling it to the bottom ?
Would you have made money by disciplined regular buys (assuming weekly, as most people follow that schedule) in the 2000 crash that lasted roughly 13 years, or better yet, 1929 crash that lasted ~25 years? Not unless you had unlimited cash. Besides, markets in other developed nations have been under water for 30+ years. This overshadows the entire investment span of most individuals. The problem is that no one knows how deep a market crash would be, or how long it will last. Hindsight is always 20/20. Moreover, what would you buy in a crash? Previously bullish companies? Taking 2000 crash as an example, most people bought CSCO because it was the NVDA of the time. 26 years later CSCO still hasn't recovered back to its dotcom peak. Many other companies considered strong at the time are not even traded on the stock market anymore because they went bankrupt. Long story short, no one has gotten rich by simply disciplined buying. One needs to have a proper strategy in place. I know many people will simply downvote and move on. It's not because what I'm saying is wrong. It's only because they don't like this harsh truth and have no sound counterarguments.
He already has 10k 12/17/27 NVDA 110P
Market wants lower, SMH says “let the show go on”. Burry says short NVDA PLTR, Trump posting like he’s a stock promoter, meanwhile, Asia can’t turn on their AC because of high energy cost. And I’m just wondering what’s for lunch.