Reddit Posts
Do you still earn money buying far OTM options if price moves in your direction?
Apple Earnings Preview Discussion
36 options picks during earnings week: 31 expired worthless, and all 5 losers were flagged
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
It's not a crash. It's a correction
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
The face of someone who just discovered the dip has a dip
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
NYSE to bring all-or-nothing options to stocks and company earnings
NVDA just cucked the entire AI scene and anyone barely noticed.
A one-time gig to monetize your loss porn 🤝
Hear me out regards: Is Phase 3 of the AI boom actually crypto? 🧠🚀
$AAPL just surpassed $NVDA to become the world’s most valuable company.
Apple may overtake Nvidia tomorrow
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
The real hedge for today’s bloodbath $NVDA
Insiders dumped $21B of stock in Q3 and bought $923M
Hi Mr. BURRY, Is it still Circular Financing if Chinese Companies Buy NVDA Chips?
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
30K to invest - Oct 19 Market open
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Why is market crashing again? I'm so sad.. I cannot habibi
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Once again S&P1 seems to be the best long term strategy over the S&P500
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Mentions
TSM, NVDA and ASML are all major players in the semiconductor industry, so if they all started falling that sharply, the entire market would probably be in trouble.
TSM, NVDA and ASML will never dump like crazy in a day because they are the structure of the Semis history, if you see one of those -10% you will see the entire market bleeding like crazy, the only new that I see making that happen is Recession or the Hypers saying that AI is shit and they won't be putting more money into it
It’s a bunch of bullshit. They put these out around FOMC meetings on hike/cut/ maintain decisions and it’s never accurate. What’s going to be more influential is AMD reporting earnings tomorrow after almost every big tech company has sold off on their reports. And especially the big fish, NVDA, on the 17th. https://preview.redd.it/0kiswk4f7bzh1.jpeg?width=1179&format=pjpg&auto=webp&s=533a13aae319a7902f614ed5f0e9121f9b51a652
$NVDA when other BigTech spending for data centers, $NVDA enjoyed profit from selling high end GPU Pure monopoly Last quarter 92 Billion revenue, this quarter possible 110-120 Billion revenue again Ready for semi rally, AI is not going away NVDA back to 230 again just mater of weeks
Similar story with $NVDA. Imagine someone who got ATM LEAPs exactly a year ago and tried to be prudent with having "time" to get to $250 and having theta just demolish the value.
This market is so regarded Companies like NVDA printing a billion in profit a day with insatiable demand at a all time low P/E and hyperscaler increased capex forecast through 2029 but no let’s pump up MacDonalds as we are close to a recession and they enter negative growth
There are several supply chain issues on the horizon from a lack of domestic energy strategy (Nuclear Grid Investment and Alternate Power sources to supplier manufacturing capacity which is limited. When you have TSM ASML NVDA as well as numerous other suppliers saying 'sold out' someone is not getting their goods. These are natural roadblocks to achieving the spend targets. Then add on the self-induced NIMBY efforts and the outright moratoriums and you have a recipe for China to take the lead. They have built the power infrastructure that we need and they don't have the political roadblocks.
I remember about a month ago someone commented that a whale bought 20m worth of NVDA 195 puts. At the time I thought that was stupid since midterms were coming up. Turns out I was the stupid one
I'm not in it, but if we get a correction, probably will buy some longer dated calls. What you are saying has been repeated endlessly. It's cyclical. It won't last, and so on. Pretty sure they said that about NVDA for the past 3+ years. I guess we will see.
Because they’re doing this purposely to try and stop downward pressure. The payoff will be huge. $50bn in loans. It ends for them when those loans come up payable and there’s gonna be NVDA hardware up for discount so NVDA will have to buy them or risk price collapse.
If NVDA were to miss earnings that would genuinely be the end of the stock market, they’ll also double beat and drop 5-10% 💀
So a dbl beat means the stock drops. Hopefully NVDA has a dbl miss 💀
well... I would argue 10x is irrelevant if the stock is still cheap - which by almost any metric, it is. NVDA went from $10 billion to $100 Billion market cap. And everyone thought that was bananas. And then it went to $1 Trillion. and here we are now at $5 Trillion. Past price is irrelevant if the equation changes. And whether anyone wants to admit it or not, memory used to be hyper commoditized and command crap margins. Money was made on volume. That has completely flipped. Gross margins are absolutely ridiculous. They are basically charging whatever the hell they want. And since it takes billions and years to throw up a new fab, it's not going to change any time soon. FWIW, "Micron Technology, Inc. (MU) reported a non-GAAP gross margin of **87.0%** for its fiscal fourth quarter of 2026 (ended August 31, 2026), up from 84.9% in the previous quarter and 45.7% a year earlier." 87% gross margins is utterly insane.
Saving the market is all coming down to NVDA again.
NVDA cannot fall or its all over, and that shit always dumps on earnings
How many stop using smartphones? How many stop streaming & social media ? Nowadays all software coding by AI. So AI not going away, it’s just few year old. Either AI-open source or AI-close source models, all need semi-chip, CPU, GPU, memory. $MU $NVDA $MRVL $AMD $SNDK $QQQ $SMH going high from here next 3-6 months big upside. https://preview.redd.it/p57417b8z9zh1.png?width=945&format=png&auto=webp&s=c15e31973dda0194ebd9b31d18c20f46ecaea175
You're only showing the losses. Consumer retail, credit and industrial sectors are very green today. Pretty much any stock not tied directly to oil, gas or AI is looking much better than my lawn right now. You're also making me feel better about Anthropic. If the tech sector can give back $700bn in an afternoon and still leave NVDA larger by far than the *entire* Energy sector of the S&P, then the fallout from Anthropic defaulting on $450bn of pay-or-play obligations due by 2030 because its revenues didn't triple in the next year will be a minor blip in the markets, not a catastrophic shockwave like the housing collapse was.
Me too until everything reversed. NVDA still not under 200 though
NVDA has a lot of support in this price range too.
So APPL ate shit and NVDA puts are gonna pump? Time to hit the strip club and get a brick of yayo
Remember when people hyped NVDA shooting to (then) 230 on earnings for like 10 minutes and eating shit when it opened the next day below 200? Same with PLTR
There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.
Why are you comparing them with Amazon? Here is how Anthropic and OpenAI work - big tech owns large parts of them (NVDA, MSFT, GOOG, AMZN) then Anthropic / OpenAI rent compute from those same companies that own them. That compute is build out using hardware that those companies make. The buildings where the compute is hosted is build using billions of new debt that those companies are taking on and hiding in other companies to not spook the market. All of this just to have the same big tech companies as the biggest customers of Anthropic and OpenAI. Did Amazon put themselves in a position like this? Was Amazon's existence part of a big circle jerk of a few multi-trillion dollar mega corporations trying to force something to happen? Ignoring all of that AI really could end up being great but fuck touching this pox ridden company with a 100 foot pole any time soon.
MRVL doing this “For NVDA”. 💯🫡🤨
So happy I’m rolling these NVDA puts through Wednesday
I want to talk to the person who has a 700 price target on NVDA
"GOOGL TPU's are so much better for A.I. than NVDA GPU's" An actual statement said by a GOOGL bull
If they all come together and say they are cutting Capex, they get a little spike in their price in the short term.... but the semi trade collapses, the AI stocks all drop in value. Then the companes that cut CapEx start suffering because a large amount of their earnings are driven by marking up investments in the AI components. ORCL will defauilt, openai will die, NVDA goes into bear market and everything crashes.
NVDA under its 200 SMA again.
NVDA 175 is closer than you think
Once NVDA drops below 200, we enter the spiral of death.
If NVDA falls SPY is going to self destruct
Dayum if NVDA breaks 200 GG
How many make 92 Billion revenue like NVDA ?
It's worth mentioning that NVDA price still probably has numerous double-digit revenue growth projections over the next 10 quarters which is kinda insane to assume at this point lol. Several analyst DCFs I saw on Coreweave before last week had 30-40% revenue projections for each of the next 8-10 quarters baked in which is pretty crazy
Yes please be my exit liquidity by selling NVDA puts
Made +200% on 2 0DTE NVDA puts
$NVDA soon 200, shows how oversold this sellout is
And there goes the micro penis that was keeping NVDA afloat, the dump resumes and my outs look beautiful
NVDA hasn’t moved in 20 minutes what fucking V are you regards referring to
My NVDA Puts waiting to print more got me rock hard
NVDA barely bumps up and regards are screaming V :kek: :kek: :kek: :belt: :belt: :belt: :clifford: :kek: :clifford:
NVDA fucking garbage go back to 210
Still rolling my puts I bought last week before the collapse into at least earnings for NVDA
NVDA it’s time to lose 200 babe
You realize AMZN is actually undervalued according to its Trefis estimate, right? AMZN isn’t being propped up by anything except its actual value. TSLA/SPCX are the closest to the focal point that is physical AI of any companies in the US (China is also focusing hard on this particular intersection). NVDA is probably the most exposed of any company. Another point on SpaceX. A company called the Dutch East India Company became a thing because of the sudden ability of people to use the oceans for travel in a way that had otherwise been impossible previously. SpaceX had a huge head start to being that company if there’s even a remote chance of something similar happening with space.
NVDA to $205 by 3:30
Bounce back NVDA so I can throw these $1's
So does NVDA go flat on the day???
NVDA hit 204 and I will stop lol
If you fucking morons had bought NVDA puts today like I told you, you’d be able to buy multiple 5090’s right now
NVDA just fell thru its daily low
This tech selloff is at a point that's just stupid. NVDA has made made more $ over the past years than any company in history and their stock is down $2.94. SMH.
My NVDA puts are up over 100% today, waiting for 1000%
Whenever put that giant green cock IN NVDA at 204.5 I hope your dick never works again
NVDA is literally crashing out
Took a nice scalp on NVDA Puts but this market is way too fearful
NVDA lookin like Bear Stearn's stock rn
I TOLD YOU STUPID FUCKS TO BUY NVDA PUTS :clifford: :clifford: :clifford: :kek: :kek: :kek:
Whoever keeps buying NVDA at 205 I hope your family goes deaf
NVDA last quarter 92 Billion This quarter looks 110-120 Billion revenue
NVDA just melting all daily gains is funny. This is not really what the market thinks of this stock. This is MM making you liquidate positions so they can buy in cheap. Rinse and repeat.
How many bet against NVDA earnings
NVDA is in freefall
Bro. When did you start buying? Not being green in anything is impressive You can also buy the etf FSELX through fidelity which is their semi conductor etf. You’ll have exposure to MU, NVDA, AVGO, AMD, and many others https://fundresearch.fidelity.com/mutual-funds/summary/316390863
$LITE look how earnings growing last 6 quarters $NVDA likes it https://preview.redd.it/gj84l6wps8zh1.png?width=765&format=png&auto=webp&s=9a42a2b577117ce5e959f6b947c51be75d8a3273
NVDA was close to 6trillion now its back to 5trllion
Hmmm should I buy more NVDA puts here….
Lmao bought NVDA puts right before it decided to run up
Dude I hate amd but I feel like if it's the next NVDA this dip could be a good opportunity.
Last 93 years, always after midterm, market spikes \~ 18–20% in the next 6 months. When there is a war, even after midterm markets gave higher returns in 6 months. Heading buybacks & $NVDA earnings time. $SPX $NDX $QQQ $MU $PG $FDX & banks $JPM $GS time
I TOLD YOU STUPID CUCKS TO BUY NVDA PUTS 2 HOURS AGO :kek: :kek: :kek: :kek: :kek: :kek: :clifford: :clifford: :clifford: :belt: :belt:
So you’re telling me my NVDA 0DTE 192.5p’s are toast is what you’re saying
Market isn’t done crashing NVDA to $170
MRVL is doing this “For NVDA”. 💯🫡🤨
NVDA calls is a no brainer before earnings no?
Ready for NVdA earnings spike BigTech spending to buy NVDA GPU Big revert for NVdA again
Buying semi before NVDA. 120 Billion quarterly earnings
The conditions for the bubble to pop are here. The carry trade unwind when Japan raised interest rates. 10 year treasury yield is going above 5%. All of the right things are in place for the bubble to pop. However there are a few things in place that have dramatically helped to delay the bubble from popping. Secondary capital markets from government actions. How are you going to know when the bubble has finally popped? When the prime brokers and market makers start buying back securities they sold short and also start selling the assets they have been propping up. So what assets can you expect to dive? What assets are prime brokers and market makers bumping up artificially? \-NVDA \-AMZN \-TSLA Before the dive. What can you expect to happen before that? At least one more merger is setup to happen to make the perfect bubble. TSLA and SpaceX will have some kind of merger to make the largest bubble of all time. A bubble to absorb capital from state funds that invest via index funds. SpaceX is already structured this way, a merger would only make the bubble just that much more massive. They need plausible deniability in engineering this mega bubble. The one thing that could derail this is government intervention. The population is currently favoring legal realism over legal formalism. By abandoning excessive legal formalism that allows this type of manipulation, the prime broker and market maker won't have the tools to construct legal fictions that enable this type of wealth extraction. Ushering in another age of legal realism over legal formalism would mark the end of the age of "the grift" that went into full swing with the number 40.
They really just need to take matket share. INTC all ready gave some up Lets see if they get it from NVDA
NVDA 0dte PUTS were EASY
NVDA dip buyers are relentless
Called NVDA closing sub 200 today; still calling it
GOOGL TPU's are so much better for A.I. than NVDA GPU's
So NVDA and GOOGL are suddenly shitters and TESLA is invincibility OK
God I really should have doubled up my NVDA puts I deserve to be poor
When did NVDA go into oil exploration. It's drilling.
To give some perspective: Q1 $4B, Q2 $11B, Q3 $17B That's $31B revenue this year so far, and (I think conservatively given Opus 5.5's strong showing) another $23-24B Q4 to round out the year with about $54-55B in realized revenue. Given the way bookings work they're probably looking at a annualized run rate of about $100-120B at the end of Q4 going into 2027 against commitments of about $180B/yr going forward. Even if their growth plateaus next year you're probably looking at them exceeding those annualized commitments before year end: most of which they probably won't need to call upon until later in the 5 year period 2029-31 anyway. In short, Anthropic looks like they'll cross over into full profitability comfortably next year and the question then shifts to: well, sure you're profitable now but are you $2T market cap profitable? There's actually a lot of growth they need to do over that $180B/yr commitment rate to justify that much valuation. Most IPOs in recent history with big starting values have struggled to maintain that value and taken over a decade to show any return to investors. So the odds are against them... but none of those companies went into their IPO with Anthropic's growth rates. We're talking NVDA numbers and even NVDA didn't start doing NVDA numbers for like, almost 20 years. I've been looking for some shifting of the needle for firms employing this tech this quarter. The products should be good enough at this point to see something and that's really the hurdle that needs to be crossed - if they do, that $2T valuation may not be a pipe dream. But so far there's nothing really detectable that I or anyone else can find. Maybe it's the Iran War fucking with 2026 economy and the growth that might have resulted all went to oil? But banking on hypotheticals there is not the smart way to go about things. So far it's looking like all this AI spending is neither dragging nor yielding substantive returns... and for $2T you'd expect SOMETHING. Near as I can figure the dream is that the next 5 years spending are basically locked in and look tentatively tenable: if you compare current frontier capability with where things were in 2024 it's night and day between Opus 3/GPT4.5 and where things are now. Those were toys: these models are tackling serious problems. Its hard to imagine what 2028 frontier capability is going to look like and that's only midway through the 5 year spend cycle that's been setup.
Instant $NVDA hits convenient round number $210 on 15 minute timeframe, NQ starts reversing next candle. Market like a toddler with it's me likey round numbah.
NVDA gonna have to break 212 to make my cock move. Otherwise I’m doubling my puts during this dead cat bounce
NVDA plunge protection team is working overtime