NVDA

GainzandPumpz

NVDA to the moon 🚀

External_Counter378

Buying NVDA below 200 was too easy

No_Current3675

Gotta be special type retard to bet against MSFT AMZN GOOG NVDA

Life-Trade-6514

Finally, its an NVDA day

ripcord51

NVDA 4 lyfe

OrdinaryReasonable63

Their energy to token conversion is worse than the hyperscalers native cloud systems and their interest costs are much higher, even despite backstops from NVDA and the like. These companies are all gonna go bankrupt in a few years and their assets bought for a small fraction of their book value by Google and the like.

Eastern_Turn6677

I’m looking at NVDA as well for calls since the Tesla contract

Ok_Bench_1618

NVDA is developing chips.

OutlawComputerZoo

Bullish NVDA Bullish SNDK Bullish LLY Godspeed brothers, GL

cleverhobbits

If projections are to be believed, and it’s a big if, then there is a shortage of compute for the foreseeable future. And Elon has secured the next gen of NVDA chips and is building his own terrafab. Of course the hype could go down and the bubble might burst. But as of now, all of these hyperscalers are full speed ahead; ICEBERGS BE DAMNED!!!

FollowerOfRher

Anyone buying NVDA calls today?

Mrsir300

Not solely but if the richest man in the world tweets NVDA is the best, no one comes close during AMDs earnings it probably didn’t do them any favors.

Left-Signature-5250

Finally a bit of NVDA trash talking in here - this means we are going to see +5% today. ATH, here we come lol

FollowerOfRher

I agree, already got my calls for SPY and NVDA.

Spac55

$NVDA When crash going like $AMD Which fund stay at NVDA with $5 Trillion market cap like astroid, which can crash 50%, on any hiccups Saw hedge fund buddies “Situational Awareness “ wiped $45 Billion overnight

Spac55

$SPCX $NVDA too much overbuilding reduce GPU demand eventually Renting data center to cash burning Zombies, not good strategy , many may not able to pay rent, when burning $40 Billion per year, circular finance

Spac55

If $NVDA crash like $AMD, it make history $1 Trillion wipe in a day from single stock

Optimal_Image5192

You guys do realize that it’s just news. I’m not telling people to buy SPCX or NVDA, nor am I bullish. This isn’t a FUD post, go through my twitter I’ve made several posts on how I expect it to be below 70 and how the forward multiple doesn’t make sense. I know SPCX is overvalued, but I learn a lot about where positioning is happening and which component makers/second order beneficiaries could arise.

Baraxton

Options first and foremost allow you to structure your risk very precisely (if you know what you’re doing). Leverage is a benefit as well (if you know what you’re doing). OP should read up on short covered strangles as this strategy has a high expected value when using it on quality names such as MSFT, NVDA, AMZN, GOOG, etc. This is just a single strategy, but there are many that have decent positive expected values on longer time horizons. I’d also like to say that since you’re new OP, you should focus on longer time horizons instead of shorter ones. Do not trade 0 dte.

Venice_LA

core long basket of mega cap tech, NVDA GOOG AMZN TSMC META. rest high beta growth SMTC ACMR USAR FPS CRWV ONTO

Mr_ThrowAwayJohnson

NVDA can’t grow without lending money (in simple terms) to their own customers.

SharkBiteX

I remember reading a post of some guy saying how he had to choose between buying a 1080 GPU or some NVDA shares. He bought the GPU and the money he spent on it would be worth $160k right now if he bought NVDA shares instead.

Even_Section5620

I’ll take the news as a NVDA holder. As for SpaceX I’ll buy below $70

Due_Marsupial_969

Happens to me a lot...I'm pretty sure I'm not the only one. Sold all my 100 shares of Micron and 100 shares of AMD at about 124...Sandisk below 100 IIRC. Also unloaded AVGO at 165, bought back 200 shares last month at 385. Unloaded almost 1000 shares of HOOD at 9, 13, 20. Bought back 400 shares of it at 83 a pop. Also unloaded a bunch of IREN, HUT under 10 bux IIRC. The list goes on, but only cuz we've been in this tech frenzy for months now and it doesn't seem to fade. I'm actually barely breaking even on GOOG, as I also took a short position by selling a covered call at 350 hoping to get out before the next European court date. I'm nervous about holding stocks that are used as political pawn pieces (which is why I'm struggling to hold on to NVDA and BABA).

mneymaker

I now have a theory. Elon is the purest to be, most AI hyping brand ambassador. He points at NVDA and Memory exclusively. SPCX is a money vehicle to further boost the AI economy. Because he understands that's the biggest bet in the modern World Economy. And if he keeps that narrative long enough, along with Hyperscalers and AI companies making money, the economy keeps on going. If that narrative ever breaks, he and everyone is fucked big time. He dgaf about SPCX price for the next years, hovering around 50-250 its no problem.

EquivalentMobile7883

Tomorrow is easy, NVDA calls into the open

jonneh

This mfer Burry made one right call that no one saw coming and all of his decisions since have been ASS they’re going to really bury him this time \- Exited Microsoft, $MSFT, longs and calls \- Closed Oracle, $ORCL, shorts and puts \- Closed January 2026 Palantir, $PLTR, puts, but remains short the stock \- Rolled Nvidia, $NVDA, puts into June 2027, with strikes in the low $100 \- Rolled Invesco QQQ, $QQQ, short position into February 2027

A55BAG

multiple expansion is getting stretched vs NVDA. I think AMD now has to grow faster if it's going to outperform.

steady_compounder

If one stock is 35% of the portfolio and you can trim with no tax hit, I think taking some profit is pretty reasonable. The part I'd question is whether the move is really about risk management or whether you're just trying to turn growth into an income number that feels safer. I'd decide the target allocation first, then trim NVDA to match that rather than making the whole call around dividends.

Effective_Manager273

good post and the framing is right. the trend being real and the entry price being sane are two separate questions and people collapse them constantly. that said, your list has a selection problem worth naming, because someone will point it out anyway. you picked five episodes where the narrative was true and the trade was bad. there are also episodes where the narrative was true and the trade was fine, 2013 through 2019 in software for instance. so the list demonstrates the failure mode exists, it does not tell you the odds. which is why i would turn it into something you can actually run on a name. take the current price, take a terminal multiple you would accept, and solve for the growth rate the price is asking for. then go and find how many companies of that size ever delivered that rate for that long. for NVDA at the moment that number is uncomfortable in a way no narrative argument gets across, because it is arithmetic instead of vibes. the useful part is it also works in the other direction. sometimes you run it and the implied rate is boring, and then the crowded consensus name is just fairly priced and you can stop agonising.

Public_Mission_5974

Thoughts on NVDA calls?

Kooky_Resource6348

I sold all my NVDA calls for a 70% loss yesterday, AMA.

Caz5-_-

max long MU NVDA INTC :chad:

Ok_Cry7572

AMD is down because (1) their record cap ex spend, and (2) Elon Musk said during $SPCX earnings calls that they will choose $NVDA over $AMD for future data center buildout.

jonneh

Elon said NVDA was the next best thing to Special K

IndependenceMajor360

Thoughts on NVDA for the morning

bluuuuurn

You will not get this guy if you follow his media quotes. His communication is cryptic and scattered. He exited or took losses on several short positions. I believe he ended up in the black but not by a huge amount. He timed the last top very well but wasn't comfortable with the violent reversal. Not super great unless you mirrored his trades exactly. The timing was easy to get wrong. And even then it's hard to say his remaining shorts are timed correctly. NVDA puts expiring Dec? I don't see it.

Xtal_D

It feels fitting that when I see NVDA finally got above its range, it turns out it ended flat during the session and the pump is only during bullshit time. (I have 3/4 of my short-term savings in NVDA.)

calgary_db

Is it not? PLTR, MSFT, AMZN all running. AMD beat and will rebound. Wait until NVDA smashes then QQQ ATH again.

purplebrown_updown

Yeah it’s the NVDA paradox. Insane growth but just not good enough. SpaceX is a different game. It’s already valued extremely high.

Fun-Union9156

AMD fanboys pushing so hard this logic that NVDA revenue of $250M is also not justified with 4.9T market cap 🤣

CLAMACID

i will dream of NVDA 220 when i wake up so i can hit sell for massive gains and then complain i sold too soon when it hits 225

GainzandPumpz

Burry shorting NVDA and theyre literally putting data centres in space. A true regard that belongs here.

azure275

Prior to your stock split there were 2:1, 2:1, 2:1 and 3:2 splits So 480 shares now -> 48 shares 2024 -> 12 shares 2022 -> 8 shares 2007 -> 4 shares 2006 -> 2 shares 2001 -> 1 share 2000 BUT that assumes that the owner held since 2000, which is probably not the case. NVDA after all the splits only passed 10 permanently as late as 2020

znightmaree

Market starts pumping and he drops a bearish headline because his shorts are bleeding. How many times have I seen this before? I’m sure PLTR and NVDA hurt today. Just wait on MU. As a doctor myself, this guy’s a fucking clown.

drakilian

Maybe, maybe something from Intel, maybe from China, whatever it is it was reaffirmation that SpaceX money is being funneled directly into NVDA

GainzandPumpz

Woke up to the news SPCX is partnering with my longest postion NVDA, you son of a bitch elon, im in Data centres in space LFG 🚀🚀🚀

rajbsn

If every Capex of mag70 is about AI why still NVDA and MU struggling?? Need expert commentary here

ga643953

I think Burry might have broken even with his PLTR short position (closing half at the bottom but letting the other half go to 0), but he lost on NVDA and all the other shorts I think. So overall it's a net negative. Why do people still care about him? I also said SpaceX is overvalued af and it tanked from $220 to $110, but no one cares.

Rand-Seagull96734

You have to *buy and hold* at least two out of the big hyperscalers - GOOG, AMZN, MSFT - because you don't know which one is going to get leadership and materially grow their Operating Cash Flow. I own GOOG and AMZN. Then you have to have the equipment and fabs behind all the (AI) chips. I have ASML (cutting edge equipment) and TSMC (cutting edge fab). They win regardless of which chip companies win. Then you gotta own NVDA (incumbent chip). I also have QCOM because they will benefit from all Android smartphones getting AI enabled with on-device inference. Finally, you have to own whoever owns the smartphone consumer channel because of the upgrade AI will cause. AAPL is the obvious choice. AI models are going to get conmoditized because of the Chinese open source options, but I already have GOOG/Gemini and will buy Anthropic when it IPOs. Everybody else including OpenAI, Grok, Meta, etc are not likely to make it commercially because they don't control the smartphone channel. You have to watch for how (cyber)security software layers evolve as AI agents do most of the work, including bad actors threatening enterprises with agent swarms (kinda like drone swarms). I have tip toed into RBRK and S because they are doing AI informed cyber security from the ground up while the incumbents are either consolidating and/or grafting AI capability into legacy platforms. I don't have a strong conviction here, but this is an area to learn and invest. All this is just a thesis so we shall see, but it is not momentum trading like OP is doing.

Spac55

$NVDA how long it can bailout AI bubble, when own earnings shrink by negative cash flow of BigTech. $NVDA so called investment or bailout $2 Billion to $CRWV $2 to $NBIS $2 Billions to $MRVL $20 Billion to $SPCX $10-100 Billions to OpenAI All these above are bailout , on name of investment As AI bubble burst, hype scaler liquidity dry-down, low cost Chinese model don’t need high end GPU, How long $NVDA support cash burning Zombies

Loltoor

Take profits to do…what? Sit on cash? There’s few other companies I’d invest in over NVDA, so unless you a) need the money or b) need to rebalance then it doesn’t make sense. Otherwise you’re selling, paying taxes to attempt to time a re-entry, and that never works.

UnclePsilocybe

A single share of NVDA with a cost basis of $10 would be >100k right now

IHadTacosYesterday

I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW

TastyTrading

man, what a monster run on NVDA, congrats on that single digit cost basis! that's some serious discipline letting it ride for so long. with zero tax hit, it feels like a no brainer to take some off the table here, especially to diversify into something like a dividend portfolio. 35% in one stock, even NVDA, is a decent chunk of exposure. i keep my overall portfolio tracking tight on ThetaPal to keep an eye on my cost basis and allocation, and sometimes you just gotta trim the winners to manage risk. are you planning to sell all of the 35% or just a portion to hit your $15k target?

Essiopo

Why would NVDA crashing 50% bring down the entire market when NVDA going up 100% didn't bring up the entire market?

cbusoh66

Data center unit at $6.7 billion is nice but really not that impressive when compared to NVDA's $100 billion. Hell, Intel generated $6.3 billion from their data center unit and they have no real GPU business.

Dangerous_Pie_3338

Shut the fuck up mike and go be mad about your NVDA and PLTR short positions getting caca’d on

buried_lede

Thanks. We share SWPPX, NVDA and MU. 

Flat-Focus7966

Have NVDA Dec 2028 LEAPs & will stop looking at them for a while Who am I kidding. I will check them 20 times a day.... everyday

Diokneesus

NVDA powered satellite data centers...to the moon!

mysuruhuduga

Puts on AMD Calls on Google & NVDA

advan24r

Right now 65% of my stocks are in growth, 35% is in dividend income type funds. NVDA makes up about 35% of that 65% of growth stocks that I own overall. I don't need the money but feel like I should be taking profits now.

Capital-Pineapple961

average cost 4 on NVDA. Incredible

advan24r

My cost basis for NVDA is $9.88. I have capital losses from tax harvesting from other stocks I've sold and been in the red for the longest time.

WSB-mods-are-

AMD: "And how exactly do you think SPY will go up without me?" NVDA: "Do not cite the deep magic to me, witch. I was there when it was written."

CouchPotatoFamine

How old are you? If you are 30 years away from retirement my argument is there are plenty of companies out there now that will 10X in market cap over 30 years, and that's not going to happen with GOOG, AAPL, AMZN, NVDA, etc. If you are 60, it's a fine place to be safe and probably get some growth, but doubling your investment IMO is a much less realistic scenario. Plus their dividend is laughable, as someone else mentioned.

LeDoohickey

“So glad I hitched my wagon to a safe bet like TSLA instead of a risky stock like NVDA” is what I wish I could say right now

Broad_Stranger5458

If MU worth 1500 NVDA is worth 550

WorkingGuy99percent

After AMD nearly quadrupled their earnings from a year ago….$872 million to $2.3 billion…NVDA will be ripping. Heck, if NVDA can show double earnings growth YoY, maybe people will start to get it. Market cap ceiling is going to have its face melted off. August 26th has lots of gains leading up to it.

Ninja_Cooter

Bought a new pc with the 9800X3D so you AMDtards don’t go completely broke, still went NVDA for graphics though

Spac55

$NVDA if it drop to 150-160 at earnings like $AMD, almost wipeout $1 Trillion market cap in a day. As BigTech negative cash flow, overbuilding data center , too much debt load , more cancellation of double orders, on top private equity redemption and AI-Debt finance freezing by banks. Too many funds like “Situational Awareness “ hiding here, watch next margin flush.

Spac55

$NVDA if it drop to 150-160 at earnings, almost wipeout $1 Trillion market cap in a day. As BigTech negative cash flow, overbuilding data center , too much debt load , more cancellation of double orders, on top private equity redemption and AI-Debt finance freezing by banks. Too many funds like “Situational Awareness “ hiding here, watch next margin flush.

croissant_and_cafe

Sorry single digits? You bought NVDA at $8? How do you have capital losses if you usually don’t sell? This post makes no sense

CreatingCreatively

Bought NVDA 215 calls for 8/14 hoping to be a sympathy play on a hood AMD earnings but get the SpaceX shout out instead 😂😅

Hot_Sacks

Can’t believe I paper handed my NVDA calls today 😭

imustbegthequestion

Mods, the Imperial Citadel Would like a Word. Someone call Mercury. Or better yet, have DIS and AAPL make a movie. Then the Mutual of Omaha Buffoonery can merchandise it with all forms of hoomans from the Subcontinent. Better yet, call the company that wins oversees but loses bigly in the USA market because of unions. Better, better yet; try to Short the Master Commander-in-Xhief Of Global Markets. His Grace, Lord Soaring Eagle Raffle Lotto. Gold is expensive again huh? His Grace, The Marquis Vessenet. Unleash the flood. People need to buy turkeys soon and NC can only print so many With $WOLF and Lucid Rubbing ThE #RIVIAN MASTER TRICKS. Don't query and don't worry and don't sell. LORD MUSKY REBBIT HIMSELF SAID NVDA IS THE PATH TO THE FUTURE FOR THE RICH. CALLS ON EVERYTHING. YIELDS WILL EITHER SNAP OR IREEENIE WILL CREASE TO THE MAR-A-LAGO HELL WITH THE NEW KING. LADY BUYING GEEZ

KittyLover-7

NVDA does nothing when I open a position I then sell, look away and that fucker quietly creeps up to the next key level

0DTEKing

NVDA will be back to ATH by Friday

ThinkingOfTheOldDays

NVDA currently in one way bet mode, imo. 

AccountOfMyAncestors

If NVDA were to leg up to a new ATH over this month, what price you expect it to settle at?

Spac55

$NVDA 5 Trillion, After few hedge funds concentrated position push like “Situational Awareness “ Too big to Fail Is this need bailout ? When big tech stop spending g for negative cash flow, no ROI ?

SamFish3r

They get compared to NVDA and they need some blowout earnings and significant beats for justify this PE of 100+ to NVDA’s below 25 . Been holding both for a while .

verified-trader

**BanBet Created** ▲ | **Record:** 6W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $220.00 (above) | $213.48 | +3.1% | Sep 3, 11:23 PM |

OutlawComputerZoo

!banbet NVDA 220 1m

Necessary-Lie8487

NVDA please carry SPY to 2% tomorrow 🙏🙏

GoogleKushforLunch

Money rotating from AMD to NVDA

ChuckOfTheIrish

Him meeting with Trump doesn't mean he's a scammer, and he is far from Trump's best friend (heck at this point even Elon has drifted from that title); he's leveraging as any smart CEO would given their job description. Trump will certainly play his insider trading game and do shady business left and right, but if you think Su wouldn't jump on that train if the opportunity presented itself I don't know what to tell you, especially considering she works with his admin regularly. As bad as Trump is for just about everything, he is great for businesses that know how to play his ego and his game, considering he is more than willing to bend rules and laws for those that do. AMD has been great and I got lucky to invest back when it was $2/share over a decade ago, and really add on more a couple years ago. I also hold NVDA and looking purely at fundamentals they are in a better spot, forward prospectus is ambiguous for both and it's not always an apples-to-apples comparison. You have to take your bias out when analyzing the two and focus on what the market needs to move either upward. NVDA increased revenue 85% YoY vs AMDs 38%, has 6.77x higher TTM revenue and Net Margins in the 63-72% range vs 13-14% for AMD, TTM P/E of 31x vs AMDs 160x. Each will be pushing for new usage and different aspects where their product can be on top, but right now production seems to be a concern due to skyrocketing demand so both have plenty of opportunity. None of this is to say AMD can't or won't close the gap, in all likelihood the law of large numbers will work in AMDs favor, but there is a lot more to stock than a singular comparison or one component. NVDA has been dropping their insane cash flow on partnerships and acquisitions, a massive dividend increase, building a conglomerate long-term. What really matters for both of these companies is a continued commitment from top companies and optimally a more visible ROI on their CapEx in the coming years. AMD, NVDA, TSMC, MU, MRVL, and a lot of others have a very bright future even if all maintain the status quo and we start to see companies thriving with AI usage.

SpaceXLord

\- These NVDA chips are now…in space, man. \- Far out

RetiredSailDoc

Don’t ever sell will be worth more than the funds, long,long term holder advice. NVDA is the ecosystem of AI.

Poland_Spring10

I said that NVDA would be a good play heading into AMD earnings because you could capture some of the upside if AMD crushes but at the same time it wouldn’t be affected too much if AMD poops the bed. Now I didn’t foresee the blowjob from Elon but NVDA options are at 40% IV compared to other stock options that are way too expensive

Moxisxsx

Why NVDA pumping

Molten-Helldiver

Damn, shoulda held my NVDA calls…pussed out for 80% profit, thought AMD would drag it down

Annual_Bat2230

holy NVDA

drakilian

NVDA before earnings: 📈 NVDA after earnings: 📉

573V317

I made a boat load from NVDA, GOOG, UNH, MSFT in the last few years. So yes... But if I had bought NFLX?

TheNplus1

NVDA taking a share in the Hormuz straight so that Iran can buy more GPUs

WordsHappenedHere

I told you fuckers NVDA was going to a $6 trillion market cap. $250. That will be the high on SPY.

Spac55

AI bubble crash is good for future AI-technology. All look for ROI. Once AI bubble crash, all hardware parts &cost of GPU, CPU & memory drop hard. Many datacenters expansion cost lower, economy grow all sectors, not just few narrow AI stocks. $SKHY $MU $NVDA $SNDK $SMH $AMD

StuartMcNight

That’s the problem with his permanent nonsense. He is actually long in MANY positions that would completely crater if his shorts pay off. Sure… if Palantir crashes nobody gives a shit. But if NVDA comes crashing down 50% the entire market (including all his SAAS stocks) will come down as fast.