Reddit Posts
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.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Is NVDA dead or are they creating a buying opportunity for themselves?
Mentions
NVDA is backstopping OpenAI, Microsoft has rwo hands on its shaft in the circlejerk
11/2/25 - NVDA $202.49 3/29/26 - NVDA $167.52 7/29/26 - NVDA $190.01 Was down 20%, now down 5% - don't see where this makes Burry an idiot.
But do you have a specific reference? I can't find a source stating that. I can find that that they were accused of recognizing revenue early, and that's about it. NVDA had a similar smuggling "scandal". Dell too. They are all equally nothing burgers from my read. Actually, the shadiest stuff SMCI does, is, imo, not even really talked about that much. The related party transactions and financial juggling with the family members' smaller companies as suppliers would be concerning to me in most companies. But... its kind of a cultural thing, and at this point, its been going on long enough that the threat of it being a shell game and the whole thing evaporating into mist is pretty non-existant, SMCI and the other companies have all been pretty steadily growing for decades now. It's creative accounting to leverage working capital, but they seem to be pretty good stewards of it over the medium-long term.
I cant believe i fooled myself into believing holding stocks like NVDA PLTR RKLB OKLO ASTS NVTS RR OPEN and other bullshit stocks was better then boring index ETFs. Jokes on me. Fucking idiot.
NVDA has 10x since 2022. I don't think it makes sense to not consider the biggest AI companies when talking about an AI bubble but talking about smaller ones.
NVDA still has big balls just took a break
Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.
Bottom is in bears gay load the boat burry is wrong NVDA 420
Yeah NVDA hasnt moved in a while looking like a value trap these days
I bought NVDA @ that level, was $194.50, doubled position Add some VOO too Should be fine in a coupla months, but definitely could’ve waited for 7,250 or lower if options flow & positioning stats are correct
Why would Pets.com be the comparison? Microsoft was the largest tech company in the world at the time… Intel was the second largest (& actually profitable at that point!!!) and both of them were trading at PEs of 40x in early 2000…. Maybe if you used CSCO as an example it would be more valid….. but they had 8 quarters straight of high double digit revenue growth going into the Dotcom bubble and they were generating positive earnings. But since u asked, INTC is up 300% over the last year and their earnings are the same that pets.com’s were.. except it has a market cap 2,000x the size of pets.com’s max mkt cap. We also just had a company ipo at the highest market cap valuation of all time by a country mile… and in 6 weeks of being publicly traded, it has crashed by >50% from the high it set in its first 3 trading days….. And after getting its cap cut in half, it is still 6,000x the size of pets.com at its peak. And SPCX also has the same amount of profit as pets.com There’s hundreds of small/ micro cap shitcos that have/ will never earn a profit that are up…. No one is comparing pets.com to NVDA
NVDA experienced a small price adjustment. Do not adjust your screen.
He's short PLTR over the same time. That one seems to have worked out better. But betting against NVDA isn't a great idea. The fundamentals are sound, which is a rarity in the AI trade.
Not missing the NVDA dip this time
> Before I move to Outlook, effective at the start of FY27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. The impact of this update is reflected in today's guidance.Before I move to Outlook, effective at the start of FY27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. The impact of this update is reflected in today's guidance. lol Burry might be onto something with this depreciation take. You can't simply "extend" the useful life of data centers when you don't know what chips NVDA will put out in the future.
Also I DCA $QQQ but as far as the mag 7 I buy the ones that are down at a specific moment such as $MSFT AND $NVDA lately
Come on bro everyone knows compute revenue is going to be a $500 quadrillion industry in 20 years. $499.9999 quadrillion of that will be financed from NVDA to the model providers
Not even worried about my NVDA 205c’s
SOXX has gone parabolic many times, as has pretty much most of the names in it, AMD, NVDA, AMAT, etc.
It's all because of corporate bloat and immobility between operating groups. Nearly every enterprise is required to have MSFT for teams, ad groups, servers, office products, computer imaging Well guess what, now that your hardware has MSFT its marginally cheaper to integrate Copilot M365, Azure, power bi, power automate, etc. At this point you have now easily enabled AI search, business side efficiencies, captured cloud capacity, and the development stack. To avoid MSFT you essentially have to require everyone to be on mac, but no one is familiar with any mac office products or integrations with it. They suck to provision. People thought AI would harm Microsoft but they are about to swallow a huge share of agent compute and be a major winner from the AI race because they hold most businesses data and exposing that as an easy automation is what business's have been dying for. Why buy other products when its all integrated and secure in your environment? **To avoid MSFT** requires a commitment to a "cheap" Microsoft license for computers and office, saving your documents and meeting transcripts to a data store (or building integrations to pull it), you need to export your emails to the same datastore, then create some custom search option. I threw 50K into it at 390 and should have sent more. I'm guessing if OpenAI doesn't completely collapse they will surpass NVDA and Apple by early 2027. (600+ IMO).
Chinese companies aren't new to the game man, it's just now people are hearing about them. Their memory sucks for the price it sells at. Their ASML killer is nothing but a PR stunt (see Deepseek replacing NVDA months ago). China aint shxt you're just gullible. It's just Market manipulators taking shares from retail.
Meeeee. Sold all my positive NVDA 2028 options. Stupid
NVDA done. Flat for almost a year despite consecutive blowout ERs
Time for NVDA to shoot to 250 pre earnings making all bers look stupid
Sure SPCX, what about GOOGL, AMZN, META, MSFT, NVDA, MU, 000660 and so on? It is not a Cisco 150 p/e situation
NVDA below 180 META below 500 ORCL below 115 BRK.B (massive $397B in cash!) NOW below 95 AMD below 350 SMCI below 25 (risky but high potential) NFLX below 70 SFM below 75 TGT below 120 AMZN below 215 V on any decent dip SCHD on any dip
Probably only recovers the second I sell, tbh. Happened with NVDA right after the DeepSeek dip too
Guess who is sucking all this money in middle of everything 🤔 NVDA
"Even MSFT?" "Oh, but especially MSFT!" "Then what about NVDA?" https://preview.redd.it/c9ko5ejyu8gh1.png?width=1900&format=png&auto=webp&s=cdc7d8564535534cce3d6b0d80d985d8a8331906
It's over for meta, MSFT, NVDA, AVGO, MU, MRVL, ORCL
And NVDA… and … all of them lol
NVDA will be back above 210 by Friday
I'm old enough to remember NVDA at 15, because I'm older than 4 years old. It doesn't hurt to cash out a little every now and then.
Here are my Predictions that will run next month NVDA MSFT GOOG META
No one realizes all that Capex money goes to NVDA and MU mostly
*Everybody complaining that the market is drilling* *Looks into portfolio* *+1.3% this month* *Looks closer* **NFLX RDDT NVO AAPL MSFT NVDA** *Ah ok, now it makes sense*
Made $1K on NVDA puts, lost another $2K on SMH shares. That’s how we roll baby.
Hyperscalers all increasing CapEx, giving money to AI enablers such as NVDA, MU etc., which all get upgraded EPS and price targets, but tanking nevertheless.
M7 being punished for high capex -> MU and NVDA being punished because they’re making too much money?
Meanwhile, NVDA just watching the news on the couch
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $215.00 (above) | $189.84 | +13.3% | Aug 19, 9:30 PM |
Burry NVDA shorts about to become profitable real soon
NVDA no longer being the most valuable company in the world ain’t a good look Red ytd too Ai fatigue is real
Do you know how hindsight works? So if it is at 1500 today would you say people who sold at 1000 aren’t winners because they didn’t maximize their profit? Why didn’t everyone simply buy NVDA in 2020 and sell at ATH?
Who is gonna yolo NVDA with me
As a long time holder of MU and NVDA, volatility is absolutely expected and big drops are merely buying opportunities.
I may yolo NVDA tbh. Sell everything and just jump into it
14k into NVDA because it feels right
haha meme stocks like SPY, META, NVDA, MU with trillion dollar market caps
NVDA MAR 210 C Trust me, we pumping this shit soon
See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8
Bro why is shit tanking. NVDA should be $250 rn
Guess I’m holding NVDA til I’m 80 😭
They are all zero or negative FCF. The next 3-5 years of increasing capex was already priced in to NVDA and all semis - now it looks unsustainable
As someone who just bought a NVDA put I can guarantee you yes it will go up from here
I legitimately bought NVDA stock for the first time on Friday. I popped the bubble I’m sorry y’all
End of days NVDA buy orders filled.
NVDA just refuses to go green
Full porting NVDA and opening app eoy
NVDA cannot win. CAPEX raised - red. CAPEX lowered - red. Investment in AI - red. Holy fuck man!
Both MSFT and META ER is bullish for NVDA for rest of year
My NVDA calls are cooked
Sell off continues for the rest of the week. MU 500 NVDA 180
Whatcha got 3 shares of NVDA?
NVDA back to its forever home in the 180s
Just a casual 10% NVDA drop in 5 days. 500B gone just like that.
lol - last minute NVDA suicide.
I just can't resist buying NVDA calls here.
NVDA less than 3% YTD is disgusting
And just like that NVDA is at the lowest of day FAAAAAH
Don't think NVDA needs it, at least not yet
Those 0dte NVDA calls I posted this morning went 5x
It appears spy calls were the move. Not NVDA.
Lol I wish I had put 5000 bucks on those NVDA calls, about to take profit or maybe I will ride until they are worthless
197.5c 0dte NVDA will make or break me, valhalla or Wendy’s
Buy of a lifetime on NVDA right now
i have keept buying NVDA calls waiting for the pump
NVDA calls, because I don't know anymore....
NVDA can u alteast pump a lil? 😳
I need NVDA to add 500 billion in market cap in 2 hours.
NVDA calls and chill, no rate hike
So ridiculous how NVDA is getting mauled by Apple is hitting uncharted territory. "Yah but apple has great cash flow and isnt dumping money into chips and memory" Neither is NVDA. Their cash flow is higher than apple and their balance sheet is better too. If we are going to give reasons other than "uhhhh dot com bubble duhhh semi crash!!!!! its over apple #1" at least make it a good arguement
Exactly. Steady 'safe' investing got 'boring' so people piled into MU, NVDA, META, Oracle, etc and are suffering for it. 'Be fearful when others are greedy' and all that. Meanwhile my dividend heavy brokerage portfolio is up 0.2% is up today. SCHD is up 0.4% I do own some QQQI but it's a fraction of my total portfolio.
I miss the times when the whole market only followed NVDA, now :( all the memory stocks just fucking things up
Good entry for NVDA calls
Please Lord tell me that NVDA is not going to get stuck at 193!!!
NVDA taking off next month, perfect chance to get in at this price
What an untradeable day. Got a $150 NVDA LEAP just so I could say I bought something