Reddit Posts
Is there a TSM of "near-term electricity for data centers" stock?
Sitting on cash feels safe, but my FOMO is kicking in. Am I missing the boat or saving my ass? 💸🤔
Avoid chasing new AI chip stocks and accumulate TSM?
Alert , huge insider sale at NVDA, this is serious
$5.5T in AI capex by 2030 isn’t a “tech sector” number. It’s starting to look like railroads / the grid.
I built a tool that maps dealer gamma exposure by strike. NVDA is up 3.44% today and sitting 0.01% from its call wall.
$35B AI: Nvidia Backs Anthropic’s Massive New Cloud Deal
NVDA bouncing hard right after crushed earnings
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
[Discussion] Sept 1 Market Open: NVDA Reality Check & The "Soft Landing" Trap 📉🚀
[Discussion] Sept 1 Market Open: Labor Day Hangover & The "Soft Landing" Narrative 📉🚀
NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday
I’m 69% sure that NVDA is going to rip higher all week. 25k YOLO
NVDA and TSLA closed below their gamma flip. Five mega-caps closed above their call wall.
Is 0.70 Delta Really Enough to buy LEAP? (BE vs NVDA)
I started at the beginning of Covid. Made a few VERY smart decisions that I regret not putting more into. Had one extreme loss of $10k
Yolo but internally you know its not yolo with this $IONQ play
POV: You’ve been the lunchlady of NVDA for 20 years and just looked over your shoulder…
Why I am incredibly bullish in 2026 and beyond and interesting stocks to watch
When are tech stocks finally going to feel like May-June again ?
Can we break out of the QQQ channel that we’ve been in since 2023
Doubling Sandisk Guy but at a Quarter of his Cost
$30,000 YOLO NVDA $225 strike 8/28 put - Be a Good Player, Risk giving half of it all back
$50,000 YOLO NVDA 8/28 exp $217.5 strike call - when to take profit?
NVDA Confirms the Memory Bottleneck, PCE Stays Mechanically Hot & Positioning Turns Bullish Into Jackson Hole
We buying IREN ahead of earnings?
Amazon and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
Graphical representation of the NVDA after hours dip we saw yesterday
MRVL update – overnight ripping to $255, earnings tonight
From almost blowing up my $80k account to now 3x original investment.
ChatGPT has opinions on NVDA and a run on AI stocks tomorrow
Don’t let NVDA blind you from the real objective
The streak is broken, NVDA STOCK RISES AFTER 5 QUARTERS
Globe Newswire Reports $AMZN AWS and $NVDA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
"AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue."
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
Is the AI Capex vs. Semi decorrelation a buying op?
$NVDA is gonna kill the market after earnings
Just bought a NVDA call. 232.50 strike for Friday. Paid 77 cents.
I bought NVDA put options. Now I'm just waiting for the earnings call
AI is a bubble? Sorry, can’t hear you. NVDA earnings today
POV: You’re short $NVDA and Jensen comes out like this during the earnings call
The whole market hinges on NVDA earnings tomorrow
The AI Trade Part 2: How to play the current Market
every woman is getting on ozempic
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Can we collectively agree to stop making the same donation before NVDA earnings?
The Better Investment Is Often One Step Away From the Headline
$NVDA Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese Al, According to WSJ
SPX one month premium at zero into NVDA, Jackson Hole, jobs, CPI and the Fed
NVDA raising prices 15% on certain chips per Bloomberg
Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports
Nvidia customers notified about AI-related price hikes above 15%
Has anyone had consistent success with the 'retirement trade' strategey of a morning reversal trade?
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Nvidia in Talks With Chip Startup Rebellions for Potential Deal - Bloomberg
Mentions
I have plenty of money, I'd guess it's more than you...but I have no idea. I own some of both AAPL and NVDA, but didn't throw my $500k into it like this guy did with MSFT. I assume you did though, since you saw it coming all the way.
There would be consequence for NVDA in such case, but since the forward PE of NVDA is pretty low, it carries less risk.
if U buy 1000 shares of NVDA and it moves .25 cents, U make $250
Yes, but a lot of the deal NVDA Is signing are. Basically NVDA is making themselves eat the loss for a lot of cloud service providers if they can't find a use for their NVDA chips/etc. and lose money. But because of how the deal is structured it doesn't show up on a GAAP balance sheet. Meaning if things do go south in the market and there's suddenly too much supply for NVDA's products then NVDA is going to start seeing a bunch of liabilities popping up seemingly out of nowhere to a lot of investors, which will make their earnings fall even more then they otherwise would have from the supply glut.
I feel like this is a strange request. You yourself admit that "the entire top 20 holdings in QQQ feel like their direction is driven by NVDA", so why would you even expect excluding NVDA to make a big difference? QQQ is generally structured to be top heavy, consisting of strongly correlated tech names, often all capturing the same theme at the same time. Removing a single name (even the largest one) barely changes this. If you don't want NVDA's price action, you probably don't want QQQ. QQQ has one of the most liquid/strongest options markets in the world. If you forego it in favor of some less popular ticker, your trade executions alone will probably cost you more than anything that NVDA does. You're better off doing your options with QQQ (or NDX) and then maybe taking inverse positions directly with NVDA (which has one of the strongest options markets of individual stocks). That's likely the most efficient way to get what you're looking for.
Looking at the whale alerts for tech stocks. Most of the trade blocks are in the 30-70k range, then you get to NVDA, and it's a whopping 1.4 million lmao. Bearish call sweep trade expiring in November. I'm guessing they are losing some money today
CDS's are treating AVGO and NVDA like high-yield companies. Fundamentals even in a bust scenario say otherwise. If the stock is treated the same way, I say buy.
I had all that stuff. Probably took a loss after holding NVDA for like 6 months in 2013. 😂
$NVDA. They did not take all that volume to smash $230 for nothing on no real news on a random Thursday afternoon before a long weekend. It's gonna go higher.
If you're looking specifically for no NVDA exposure, I’m not aware of a clean QQQ equivalent. Maybe equal-weight Nasdaq funds are probably the closest simple option
NVDA casually adding 100s of billions in marketcap today
NVDA chart for last hour is literally a big middle finger.......
Well no shit, looking in hindsight you can always pick better stocks. Like of course! Why didn't I put every dime I had into NVDA 10 years ago along with every penny I earned along the way?! It was such a no brainer now that it's been the top performing stock over that time period. Tell us, oh wise one, what will be the top performer over the next 10 years??
lmao $NVDA absorbed that huge $230 level and know doesn't know what the fuck to do with itself
I FUCKING NEED NVDA to go back to 227 pls
Fine I’ll buy 1 DTE NVDA $235 calls
lol the second I bought NVDA puts, it went up like 2 dollars
Well thanks NVDA for making my QQQ puts lose value. I still have faith that QQQ is about to drop some before close.
NVDA bear panic time This is their last chance to stomp out the breakout
So a couple months before 🥭 sells MU and buys NVDA suddenly NVDA skyrockets while MU sinks. Tell me this market isn’t rigged.
**BanBet Won** — /u/loop_loop_ (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $222.22 → $230.00 | +3.5% | 6d 1h | Won |
NVDA oh lawd we cookin' now Haven't seen momentum like this since May
which dicksucker keeps selling NVDA at $230.
Actually AVGO forward PE is 18 and NVDA forward PE is 24. Which is the better metric considering the market is forward looking.
Chances of NVDA breaking that 230 wall today? 🙏
$NVDA going hard for that $230 break
200% in 9 mins on these NVDA calls
Manipulation on NVDA is amazing
You can have your opinion. I give you that. But NVDA makes a lot of money and has huge cash flow every quarter. On top of that, most of their investments in the other companies are multi baggers already. What is not to like?
Think about how stupid the people on this thread are. Then think if you go out on the street and ask random people what company is worth more $SNDK at $1,500 or $NVDA, $AAPL, $MSFT, etc. 90%+ will say $SNDK because the share price is higher
Well well well, NVDA puts are spicy once again.
After losing $500k on NVDA puts 🤣
Unless you had MSFT, NVDA IV crush + memory not even reach monthly highs. NVDA long (+5% last 3M), memory -10%
Well, It is easy for other chip company to go up 100%. And what are the odds of NVDA going up 100% at this market cap.
The part where you said, “even worse, the stock might eventually hit $120, but if it happens are your option expires, you were right about the stock and still lost 100% of your option investment.” (I still don’t know how to use the quote function on Reddit’s app, sorry 🙄) This exact scenario happened to me earlier this year on I think $POET? Some retard in here was saying it was gonna moon or ban him. I bought in for $12 strike for expiration third Friday in April. It expired worthless. The NEXT FUCKING WEEK, it went up above $20. Goddammit, fuck options. (I still have an ITM $NVDA contract and a couple of OTM sold puts that I’m hoping expire worthless to collect premium. But for the most part? Fuck it, I’m back to ETFs, shares, and selling OTM covers.)
Indexes up, Gold up, Oil up, NVDA up - Portfolio down
Indexes up, Gold up, Oil up, NVDA up - Portfolio down
ASIC demand is super high for the inference buildout. That’s why AVGO trades at a higher PE ratio than NVDA.
NVDA hitting a new ATH by EOM, followed by two months of churn at the $210 level
Not really. Earnings growth has been extraordinary. I mean my god even that last NVDA ER was breathtaking. You will never in your lifetime see a company with those kinds of earnings. And still growing 100%. They will do $700 billion in revenue at 75% margins by 2028. And it trades at a lower PE than Walmart. Get long because the next few years will be one of the greatest bull runs you have ever seen. Buy the weakness.
Shi, I thought I was done but the bot wants more. Backspread in NVDA now 1:3 9.06.26 C 227500 46 sold 9.06.26 C 235000 138 bought. LFG!!!!
Dell with a forward PE well into the 20s and AVGO and NVDA lower. When the rotation?
I got them NVDA calls at the top, 30 min after open, like the good boy i am. I prevented the pump. Now the bag must marinate for a week and a half
NVDA, MU, AVGO, TSM, SNDK, etc.... look at every one of them, it is the EXACT same story for each one. Blowout earnings this year and even next year are already priced in. There is nothing surprising in the earnings report. Semis are priced ATH for a cyclical product. They'll creep up from here but the market won't dramatically reprice them again unless there is evidence that semis are no longer cyclicals and should be priced as compounders, and that's not likely going to happen this quarter, or even this year.
not sure about EU but in Canada you can buy GOOG , NVDA and some of the big cap companies by paying premium. Instead of GOOG in usd i buy GOOG CDR which is in CAD but premium is high like 0.6% if you are not a long term investor.
lol how the mighty has fallen, NVDA can't even keep momentum on a pump anymore
Data center heating up. Been calling these out since last week. Anthropic S1 filing next week and NVDA strength will send them back up for a test of old highs. Been banking on these. NBiS WULF CIFR IREN And CRDO looks like a buy here. Throw in MRVL as well.
It's the environment we're in right now with high interest rates that do not look to be going away anytime soon so the market is adjusting. When interest rates are high, investors looking for growth prefer a growth company with better valuation like NVDA (and you can see it is moving) versus a company like AVGO - both blew out the numbers on earnings but NVDA PE=28 and AVGO PE=43. Here's a comparison of both PEs (helped by AI): * **NVIDIA (P/E = 28):** A lower P/E implies that the stock price is more heavily backed by **current, tangible earnings**. Investors do not have to wait decades to justify the stock price because the company is generating massive cash flows right now. Because its near-term earnings power is compressed into a lower multiple, it is viewed as a safer, more stable growth anchor. * **Broadcom (P/E = 43):** A higher P/E implies that a significant portion of the company’s valuation is baked into **growth expectations in the distant future**. Since those future earnings are aggressively eroded by high discount rates, the stock's current price becomes much harder to justify, making it a "higher risk" growth asset by comparison Therefore, the shift that is occurring is movement into growth stocks that have less risk (lower PEs). Look at it this way, investors can easily get a guaranteed 4% to 5% return just by holding risk-free government bonds. So instead of investing in the riskier stocks, the invest in the growth stocks that have less risk like NVDA, GOOG (PE=17), META (PE=23) versus higher risk growth stocks like AVGO, MRVL (PE=68), etc
I think Broadcom is a name that most in the industry are already quite familiar with. Given they design custom chips for most of the big players, I think no doubt their business will do well as long as the AI infrastructure build-out continues. However, looking at the [fundamentals comparison table of AVGO and NVDA](https://www.stock-table.com/fundamentals?public_uuid=6e16b17d-bf31-4fcb-9c15-4110febd5300), NVDA is a better buy for me based on almost all the key value metrics, such as forward P/E, PEG, ROIC. However, both would be quite susceptible if the AI bubble bursts eventually.
It’s baffling to say the least AVGO is a key player in AI. They have their hands in the networking side and AI ASIC design side. I don’t own them myself because I’m all in on NVDA and MSFT.
$NVDA gonna do similar thing...
Is NVDA option IV through the roof? Puts barely dropped
AMD deez nuts. Thank good for NVDA today
22% of SPY is on a moon mission (AAPL, NVDA, MSFT) and its slowly decaying. Wild times.
If NVDA goes red today i'll kiss your mother on the lips
i think Michael Burry is right about shorting NVDA.
Cramer said buy AVGO and NVDA...
We (or they?) are very lucky that NVDA can hold this whole thing up.
Thank you NVDA and MSFT best stocks ever fuck you archer aviation
NVDA bounce right off of resitstance at 228.80, might break out if it crosses that again.
Maaaan i wish i didn’t CC NVDA, such a good company
Back in my day, when NVDA was up, memory stocks were up too.
Let’s break the range bound shit NVDA. Can we finally get 240 on ya?
NVDA is the new AI bank stock.
**BanBet Won** — /u/Fit-Frosting-7144 (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $217.39 → $228.00 | +4.9% | 1d 18h | Won |
Thanks. Bought a few TSM shares today at $410 using NVDA proceeds. A little high but insignificant over the long run.
>Growth stocks reinvest the money into future laneways for growth, so they compound faster in value. They grow exponentially on a curve. >Dividend stocks cannibalize themselves by taking money out of the business each month, so they're growth stays linear. They are telling you they have nothing better to do with the capital so they pay it out. I like this framework, the thing is at a certain point a company can't reinvest in itself forever. If the company doesn't have a good investment opportunity they should return it to owners, and they do, typically by dividends or stock buybacks. A mature company with a decent dividend puts management on notice, only the top internal opportunities will get investing. Lets take a company like NVDA, how many billions can they really invest and get a good return on investment?
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $237.55 (above) | $224.10 | $226.35 | +6.0% | Sep 10, 9:10 AM | | **Record** | 1W - 0L | 100% | - | - | - |
It sounds like shady business to finance other companies to boost their own revenue. However if you look at [NVDA's quarterly free cash flow table](https://www.stock-table.com/ticker/NVDA/fundamentals?public_uuid=72418151-a606-4b33-90df-30b21a66d4a1), you can see they're ripe with cash, and you might as well put that cash to good use. The demand for their hardware is real and there are no signs of slowing down currently. However, once this AI bubble bursts (AI infrastructure spending slows down), which it probably will at some point, the repercussions for NVDA could be pretty severe. I do own shares in NVDA, so will be closely monitoring the AI industry for potential negative trends.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $237.55 (above) | $224.10 | $225.96 | +6.0% | Sep 10, 9:10 AM | | **Record** | 1W - 0L | 100% | - | - | - |
!banbet NVDA 6% 2weeks
No, they are jumping ship and selling to NVDA because this bullshit is about to end and you’ll be holding the bag. Also $13 billion is nothing when you consider Hugging Face is an independent and trusted source of model performance. You can make money by you know charging for your service. It’s called business.
NVDA literally makes just over a billion dollars a day
I know, but why couldn’t it just stay its own thing? Now there is the appearance of conflict because NVDA obviously has a vested interest in keeping the AI hype going. We need companies that at least appear independent of each of other and not so obviously tied at the hip. Now it’s not a ridiculous thing to question if NVDA is juicing the AI numbers or whatever to keep the hype going.
**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $232.69 (above) | $225.45 | +3.2% | 23h 60m |
Possible bull flag forming on NVDA's weekly chart, 4H time frame
If Hugging Face approached NVDA weeks ago about acquiring them, that sounds to me like they were about to go bankrupt or ran out of money.
NVDA is acquiring hugging face and your bearish
Why would NVDA pay 13 billion for a company with 150million in revenue?
NVDA bought Hugging Face. Fuck my life, these people really can’t this thing not be seen as a bubble. Why is every fucking AI company desperately trying to get sold? This shit is definitely a bubble.
That guy with 200k into NVDA 230c for Friday is still holding is crazy. He was up 150% yesterday…
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $237.55 (above) | $224.10 | $224.10 | +6.0% | Sep 10, 9:10 AM | | **Record** | 1W - 0L | 100% | - | - | - |
Hey NVDA that ist the wrong way. I will see green
Aaah 12.5B! The net income of NVDA in a 3 weeks lmao