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 GANG Members checking in
Yes. Many times . I have club subscription and watch cnbc among others . He made buy calls on LLY at $300, NVDA at $4 (split adjusted), aapl at $ 3 (split adjusted ), Elf at $8, AMD at $8, OKLO at $15 then sell at $160 in two months, CEG at $64, GE at $39 before split (now GEV is $550 and Ge is $300) and so many more. 10 year portfolio performance 29%.
The hidden NVDA buster is AI itself helping to generate ways to gain more computer power without NVDA's 'ecosystem;' aka being able to use crappy Intel chips to run and/or even maybe train.
Google "extropic", NVDA defenders will go hog wild to discount it's relevance, I don't care about debating every objection, but to say this is just one company in a sea of companies working this space. So far it appears they have a viable chip that uses a tiny fraction the energy NVDA's chips do.
literally the whole market was tanking except for google. And now google almost makes up as much of SPY as NVDA
Day after NVDA earnings we went +1.5% to -1.5% Be cautious
Anybody with eyes could see that NVDA dragged SPY down last week when google held steady / shot up. You’re quite dumb yourself
SPY is just NVDA in drag.
It replaces NVDA at the top of the pyramid scheme.
Given that SPY is literally just NVDA with a wig on, I’d be careful buying 0dte calls, especially with the rotation into GOOGL
I am about 30% cash aswell, I think i'll keep mostly cash and buy cheap weekly/monthly goog and SPY calls if it seems like market is doing well ... still keeping a lot on hand for if openAI blows up and takes NVDA, ORCL, MSFT with it
NVDA might be cooked looks like GOOGL is the new darling now
NVDA 165 before Nothanksgiving.
Ok NVDA I may have overreacted earlier You take your time, not too long though
That's makes NVDA a 70 trillion dollar company dude
The major AI players are effectively recycling the same dollars and booking them as revenue multiple times. • Nvidia gave $2B to xAI • xAI borrowed $12.5B to buy Nvidia chips • Microsoft invested $13B in OpenAI • OpenAI committed $50B to buy Microsoft cloud • Microsoft ordered $100B in Nvidia chips • Oracle gave OpenAI $300B in cloud credits • OpenAI ordered more Nvidia chips through Oracle It’s the same capital sloshing between companies and showing up as “sales” — with no real cash behind it. Receivables balloon. Inventory piles up. Cash doesn’t show. Even CEOs are admitting this is “vibe revenue.” Meanwhile, OpenAI burns $9.3B/year and earns $3.7B, yet sits at a $157B valuation that requires trillions in future profits MIT researchers say almost none of these AI projects will ever generate. Smart money is already exiting: • Peter Thiel dumped $100M of Nvidia stock • SoftBank sold $5.8B • Michael Burry bought puts targeting $140 NVDA by March 2026
Is NVDA gonna dildog at 180 for the next few years?
Market already did and got debunked. Burry doesn't understand anything about software or hardware. Look at how Jensen addressed all his talking points 1 by 1 regarding circular financing, higher inventory level, and depreciation. And he immediately pivoted to SBC on NVDA. Freaking NVDA's SBC is 2.9% of their revenue. Pltr's SBC is 13% last I checked, whereas the industry standard for software is around 20%. These 2 companies' costs barely went up while growth has been skyrocketing. Even if we do drop to like 120, that's just an even better entry point. Going from 900 to 400 PE after Q3 earnings was no joke. If we stay at this range for a few more quarters, pretty soon, the valuation talking point would be dead as well.
Gemini 3 is insane, no NVDA reliance, cash printing ads pricing power and inflation-proof like insurance companies, cloud business grows fast
Need NVDA to not shit the bed this week plz. Show me that regarded strength.
NVDA is washed. It had a historic run, but it’s all in the past.
That isnt what Burry was talking about though. Thats not depreciation. He is talking about the accounting practice of the companies buying chips like Blackwell now that are depreciating the chips over 5 years instead of 3 and how that inflates earnings. Youre just talking about inventory becoming obsolete for NVDA, but given their order backlog that isnt an issue at least for now.
NVDA bout to blast your titties off
Lolz. People were buying NVDA after they *knew* Cathy got long again.
NVDA you fucking piece of shit
NVDA’s historic bull run made a lot of stupid people money. It’s also history since it has come to an end.
Alot of NVDA spam in here tonight
Who will get the same price per hour? NVDA?
NVDA is a superior investment to google
NVDA to 190 this week plz and ty.
Google: "Look at me, I'm the NVDA now."
Went NVDA calls instead of Google calls on Friday 🤡
between the 7th and 10th (2 trading sessions) NVDA went from 180-200 Believe brothers believe
#NVDA GANG Members checking in
Noticed with NVDA rebounds nicely when it’s PE gets cheap even by its own standards Will surely bounce to like a 60pe soon, just facing all the macro headwinds atm
Over weekend I downloaded scripts from ChatGpt to do our own invoices, send out auto emails and build next gen WiFi w full development kit - wtf - are people saying AI is over blown. Intuit will cease to exist in 2 years - all accounting software gone - development and research teams shrunk by 90% and AI to remove secretaries - this is not even 1% of what AI can do! Go NVDA Go CRWV
Is the article about NVDA buying chips and manipulating the "demand" true? If so...then NVDA gonna plummet the market tomorrow
NVDA calls have created easy gains for so many dumbass traders. It’s all they know. Once the gravy dries up they will be caught with their pants down and in denial.
All tech and NVDA earnings are over. I don’t see any big upside for pumping except for copium
Dude, why don’t you just invest in NVDA?
Controversial but I think NVDA and googl should flip market caps
Anyone else shorting NVDA
NVDA March back to 210 starts tomorrow
GOOG is holding up the market now NVDA did their job last week
How realistic is NVDA 200 this week
Jensen Huang is on the record saying NVDA saved the entire economy from a recession and you’re still bearish? Bers are ngmi
Thats true but 50% of NVDA earnings are from mag 7 companies buying these from cash flows, not debt. The coreweave and oracle's of the world worry me more.
Still waiting for NVDA to correct to fair value ($30/s)
Because they have the memory of a goldfish. Remember when NVDA was up after earnings and we were going straight to ATHs
Only if you sold for the win. I bet you would’ve done what a lot of us do and held. I thankfully cut all NVDA at 195 and some change before the dump. My march GOOG was killing it but only cut a few calls then rode down to 290. Finally cut near 300 to just say I need a few days of boring in my port. Decided last minute to go hard with 1/3 port on AVGO march calls after that huge drop from 375 to 338. Now I’m hoping for a for a resurgence near 360 or so to cut most.
Just need NVDA to drop 5 points
Made 70% selling NVDA at 206. Then just bought it again last friday, I have high hopes for the company, but might put my money elsewhere after it pumps up again.
How many of them sold at open Thursday though? The same people celebrating their January NVDA calls that night are begging it to go to 220+ to breakeven.
For myself, I believe the single most deciding factor is valuations. You can follow the avg trailing P/E ratio of the S&P 500 here: [https://www.gurufocus.com/economic\_indicators/57/sp-500-pe-ratio](https://www.gurufocus.com/economic_indicators/57/sp-500-pe-ratio) Look at the 3-year chart because the weighting of higher earnings growths companies like NVDA etc. have increased significantly over the past few years: [https://userupload.gurufocus.com/1992674727335993344.png](https://userupload.gurufocus.com/1992674727335993344.png) As u/electricboogaloo suggested, forward P/E's give a better picture, you can follow the forward P/E ratio of the S&P 500 here: [https://en.macromicro.me/series/20052/sp500-forward-pe-ratio](https://en.macromicro.me/series/20052/sp500-forward-pe-ratio) Personally, I see the forward P/E coming down to 20 in the next few months in part from a small drawdown in the market (say 6% to 7%) and in part because earnings go up over time. Opinions on that will vary. I started selling on August 11th and bought my first put option that day and another two thereafter. Beginning on, and since that date I have sold portions of 15 positions (trimmed my largest positions which were high flying, typically higher beta stocks) effectively increasing my cash by 20%. The basket of stocks I sold is down 11% and overall the selling and hedging, including gains on put options, has saved/made me 3% overall on my portfolio. When valuations are extremely high, this system works for me. My ytd gain is 24.3%. In the previous correction, I started the process a little too early, but still outperformed the indexes from the high to the day the index was 10% lower by 4.5%.
VIX spikes to 40 this week, NVDA goes to 156… thoughts??? Am I idiot?
Pick your port A - META , AMZN, MSFT B - GOOG, RDDT, NVDA C - AMZN, MSFT, GOOG
NVDA is a great company. Many investors are full of it. He’s not wrong. If they do great, people complain about a possible bubble. If they do poorly, people will complain and say the bubble is over. Whatever people say… does not overcome the fact that THEY DID GREAT. The market rally continues. The bull is almost out.
Im over this fake and gay market as much as the next bear But i hope they get rekt Monday What they did to NVDA after a 50b quarter is shameless and must be avenged
Anyone still holding NVDA calls?
No bubble just afraid of a bubble. No time to sell, but time to buy the dip. NVDA strong results, google even stronger, Trump is showing he’s still in charge, things are looking good and a rate cut is very possible.
It’s really funny how strangles were the ideal bet for NVDA’s earnings. I said it was the play a week ago… but it’s funnier how you played the chart upside down lol
The MM continues shorting the market regardless of NVDA's earnings results.
I don't even believe in AI I just call NVDA because I believe smart money is stupid enough to believe in AI
#NVDA GANG Members checking in
Been in since pre stock split when the price was only $80 per shares NVDA changed my life for the better.
NVDA's recent pullback is because of the overall market's correction and not specifically NVDA itself. Back in April, headline news is US was going into a recession. Sentiment changed after the April correction and markets exploded north, not just back to all time highs but 11% higher than the previous 613 high on SPY . Market's are now consolidating/correcting again, this time it seems the headline news is the AI bubble that's supposedly right around the corner from exploding. So when this current news dissipates, which it will, NVDA and overall markets will get back on their horse and continue climbing as they always do
He hasn't been seen since late October after buying NVDA calls with 1 month expiry
The market is obsessed with the fed reserve, which is pathetic since the fed rate really does NOT have a big influence on consumer or business loans and barely affects monetary flow. If you look at history, it is not fed rate that stimulates the economy or increases the job market. Certainly, flooding the market with freshly printed dollars devalues the dollar and pushes inflation up, a policy Trump practiced in his first term. These effects support inflationary pressures over the course of 1-3 years. Cutting the federal lending rate makes overnight borrowing by banks cheaper, thus increasing liquidity marginally and helping banks make short term investments, but the key word here is “marginally”. Economic stimuli requires federal spending on infrastructure and job programs along with specific tax incentives for employers to add employees to the market. All that aside, Nvidia has a good 6 quarters of strong profitability ahead. If you look at price targets set by analysts covering the sector, you’ll see their 12 month expectations are generally $220-250 per share. Swing traders and scalpers are causing dramatic volatility in the market this year partially fueled by unpredictability of the White House policies. “America First” is not a bad stance, but the current administration is pushing isolationist policies, which generally constrict the US economy. So where is this all going with regard to Nvidia? I believe Nvidia’s AI and software market will remain strong and increasingly profitable over the next decade despite economic concerns. We are not dealing with simple consumer goods, although even consumer products such as gaming GPUs are increasing for Nvidia at present. Corporate spending is fairly detached from consumer spending in the US economy. I expect Nvidia to continue to appreciate in value despite the doomsday predictions and naysayers. Of course, you’re listening to someone who began investing in Nvidia many years ago based on the rising popularity of their gaming GPUs. However, I do believe in the company and their R&D which has put them in the position they are in now. Bull case: Corporate buildouts of AI overrides economic concerns and the sky is the limit. Stock hits $250 easily in next 12 months and possibly much higher. Bear case: Restrictive policies and the largest tax increase in history drag the US and world economy into a mild recession and NVDA maintains $178-210 for next 12-24 months with occasional dips and surges. However, I think we’ve all seen the market’s ability and willingness to buy up shares at the lower end of this price channel. Strong support exists, which lends a bullish sentiment rather than bearish.
So…instead of listening to RK in 2013 (when he recommended silver) I bought NVDA. I’m up 26 times. Predicting future market downturns is like saying “tomorrow you will wake up and do a bunch of stuff and then go back to bed). RK is…..
Yeah you’re right. NVDA is up 23% over the last year. What a horrible time to be an NVDA holder 😒
NVDA Christmas miracle incoming 220 EOY
Reallly should’ve waited til eod to buy this 670c instead of at 664 when that NVDA/china news dropped
unpopular opinion … Burry’s analysis on NVDA is actually quite sound ….
I should have waited til close. When the NVDA/China news dropped and spy was at 664 I bought a 670 for Monday, looking pretty toasted on it right now bit we’ll see
As much as people think that NVDA is the most important company, without the hyperscaler it wouldnt be as close to where it is. The focus should be on the hyperscalers and not NVDA
PE is hardly a good indicator for a growth company, but if it were, then I cannot see how you can use PE to call NVDA overvalued, unless you believe they are lying about guidance. Certainly understand that the capital cycle will come to an end, and when that happens, NVDA may be cut in half and take down the whole market with it. But for all I know that is 3 years away. Nevertheless, I’ll be watching prices carefully for clues. All signs point to a local bottom having been put in, or maybe with a good old fashioned turnaround Tuesday. If the bounce stalls before all-time highs, I’ll start to get very defensive in stocks.
Every additional Karpathy tweet sends NVDA down another 5%
Buddy you could’ve been at a million if you sold at 500-600k and then just bought ATM NVDA calls lol
I made a decision a year or two ago to make Google my core holding (15%). When everybody was losing their minds about "They are going to have to sell off Chrome", I was literally buying as much GOOG and GOOGL as I could pickup in my IRA and PCRA. This community was shitting on GOOG buyers, telling us we were going to regret it because "Google's getting left behind". I saw what a lot of you saw. Google wasn't being left behind, they were quietly getting work done. They leaped years ahead of Elon, with Waymo. They developed TMUs to reduce reliance for Gemini on NVDA. They raised capital by selling bonds, because you don't use your own cash if you can get others to give it to you for cheap. Google is playing chess. OpenAI is playing connect four.
Dude those 38 INTC and 205 NVDA calls are done for it, <60 DTE, he needs a before-Christmas miracle to save that.
How long before we get a gov x NVDA 1T deal
NVDA will hit 200 by early 2026
Exactly. There is no bubble. NVDA earning are based on circular spending, so be careful
People buying btc at 80k+ hoping for the same returns of people who bought at 1k is like people buying NVDA at $180 expecting the same returns as people who bought at $10
Do my March NVDA 200c have any chance