Reddit Posts
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?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
US asset managers file for first ETFs targeting Wall Street's new obsession, AI and the 'MANGOS'
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
All My Eggs in One Basket: Keep holding NVDA or Sell at a Loss?
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
I have 235k to invest. How should I split it?
How to ensure you're not investing too wide as opposed to too deep?
Mentions
How is that speaking too soon? When would be the right time to say that? And what, you think NVDA will reach $17 in our lifetimes? It just isn't feasible for them to mess up that badly, there's so much capital available to them to patch over any mistakes they make. AI could be wiped off the face of the earth and they'd still trade well over that on gaming and enterprise cards and such.
I sold NVDA right before the earnings call after which it skyrocketed from around 300 to 1000 in a matter of months. I was worried it was wildly overvalued. LOL
Mine is definitely Micron. Bought it at 113 in 2024. Sold half at 157 later in the year. And then sold the rest of it for a fat loss in 2025 just after the tariffs debacle. I thought I was smart to “reallocate” the remainder into other stocks but boy was I wrong! I also trimmed my NVDA stock when I bought it for 110 and sold it when it hit my SL at some 90+. I was rightly punished for “investing like a trader”.
I sold my NVDA and AMD positions (went full cash but those were the big gainers) about two weeks before covid shut everything down. Underestimated the fuck out of that QE
Around 2014 I told my dad we need to buy NVDA. He talked me out of it. I tell him all the time that I'm glad he did. Because we would have sold after doubling and then been sick every time we hear about Nvidia FOREVER. Knowing we had it for a min woulda been worse than never having it at all. So I get what you're saying 100%.
Found a letter from my Dad addressed to me if anything were to happen on a trip he was taking in 2007. List of stocks included 3100 shares of Netflix and 1600 shares of NVDA. He and my mother both passed in last year and change and as executor I know they didn't own them anymore. Each was a $25k investment. Today that would be 217,000 shares of NFLX and 96,000 shares of NVDA. So close to inheriting a decent percentage of $34M. Alas they sold somewhere well in the past before they blew up.
Trust me. You would not have the conviction to hold AMD when it went from 170 to 90. This was 2024, the same time NVDA skyrocketed.
I feel you, I bought NVDA in 2013 or 2014 because I only ever used their graphics cards and really liked them, I sold in 2021 or 2022 for some other stuff, regret every day
hold SLS and NVDA leaps obv
Take me back to when NVDA controlled the market. Not these damn overnight Koreans.
NVDA -3% and my tribe is downowing me. they dont known 100 years from now
NVDA GREEN AS FUCK $240 by Friday
I strongly agree with #3. It makes NVDA's valuation and forward PE seem odd, especially when compared to AAPL. I still find it odd that MSFT is trading so poorly. They have a near monopoly on the PC operating system, but more importantly, the enterprise user (even though Teams is an utter pile of shit).
NVDA pump one day and dump for many days
Yes and no. It would be a short-ish term problem. Aging hardware would just not be replaced. Public cloud costs would come down due to oversupply, which would mean more orgs invest private data center money to public cloud. Would it hurt? Yeah, it would - but - all the hardware valuations would be absolutely motherfucked. Hyperscale revenue takes a, let’s say, 15% revenue hit. Hardware revenue hit is like 70%. NVDA revenue, for example, has went from $29b to $215b since 2023. $MU is up 350% in 1 year. Over the same span, MSFT is only $211b to 281b AWS was about $90b to $150b over the same time. In my eyes, the hardware business carries incredible downside risk vs the hyperscalers, especially since it feels like AI bubble has already somewhat been priced into valuations for them, but not at all for all of the SOXX tickers.
What does this mean for MFST and NVDA
$1000 in NVDA, $1000 in MU, $1000 in MSFT, $1000 in IBM, $1000 in META, $1000 in GOOG, $1000 in BTC - high risk high reward. Investing in a single stock is stupid.
too late for aapl and Meta Seems like NVDA is the next moon mission
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $215.00 (above) | $203.46 | +5.7% | Jul 28, 2:10 AM |
Bought NVDA puts before the final bell. Thinking CPI will bring er down
$ORCL it was $1 Trillion, 6 months back. Even this price was before AI data center push by more GPU demand spike. Same for $MSFT 555 to 390. Life without internet Life without smartphones Life without AI, impossible $GOOG $AMZN $META $NVDA $MU $BAC $WFC $JPM all adopt AI.
I bought NVDA few years ago on the way down - I thought I was so smart when it started to go up again… and then it did a nose dive - what a fucking moron was my thought every time I looked at my losses. It took several months to get back to neutral territory before eventually climbing and then stock split. It’s a good thing I didn’t ask people on this sub for their opinion - I might have felt pressured to sell at a loss like the Intel guy. I really hope he turned off the noise and held on.
NVDA to 190 by end of week
I’m trading it, along with NOW (& META, NVDA), & making a fortune. There’s a middle ground between day trading and 5 year holds, and it can be wildly profitable. NOW surged 75% like 2 months ago and now it & MSFT are round tripping their dip/spike first halfs. Heaven for a flexible trader like me
Bought my 6000 96gb NVDA card for 8.5 grand, now it's at 15...
Google last year is a better comparison. AI was going to eat it up. How did that work out? Buying MSFT & NOW voraciously on dips. Wish SNPS & cyber would crash again. Buying META, NVDA, NFLX, NAIL on dips is going \*very\* well this year too
I'll take my profits and buy a NVDA 0DTE tomorrow. If I lose, I learn a lesson. If I win, I gain an addiction. It is decided
Well also NVDA announced they took a stake in it so they had to pump their bags. I read 1 trillion by 2030 but a lot can happen in 4 years
Are my 30 NVDA $230c expiring in 3 weeks cooked? Already down -48% today
Bro just tell yourself to invest in NVDA instead.
Again, just my opinion. But I think it's a narrative push. It's easier for them to drive down Korea since it is a much smaller market with lower liquidity. Ever since Micron had absolutely BIBILICAL earnings it was suddenly ALL about Korea. "oh they're down, the US and memory is going to follow!" A country with a market worth only NVDA is now driving the largest market on earth? It makes no sense. I think they are dumping/shorting etc. in Korea. Which now allows a narrative to be pushed here, and scare retail to sell etc. Plus the amount of FUD being pushed in the last few weeks has been out of this world
Damn OP got 17 dollar handle on NVDA 🐂
Bought NVDA 220 for Aug into the close. Thinking we get a bounce at the very least
i was doing good just taxing UNH IDK WHY TF I GOT I INVOLVED WITH NVDA SMCI MU
NVDA basically gave back Friday .
NVDA seriously gave back almost all its gains yesterday
What calls are you guys buying for Taco tuesday? I'm thinking NVDA's had a good pullback here.
Was playing divergence today with a mostly negative bias and port is up %350. Lets go. Playing SPY, IWM, TSLA, NVDA, AMD, RDDT, NOW, PLTR
$MU $NVDA $SPY $QQQ. Which news is new, war, semi, Ai, or vibe , to worry much ?
Someone talk me out of going all in on NVDA Jan 2027 leaps
$NVDA $MU and many in $QQQ , $SMH, in 2026, spike hyper scaler already assigned 700 Billion spending, semi memory and tools already got PO , just they need to realize revenue each quarterly
I don't get what people expect to happen in a market that pumped 4x in the past year, while doing nothing since 2018 before the pump, is worth less than NVDA alone and probably has less daily vol than it. Small markets are very volatile and water is wet.
NVDA: Oh shit, we're too cheap. Let's pump
$NVDA $SMH $QQQ $SPY who knows, possibly Iran war go longer like Ukraine, market digest it and move on with strong earnings
$NVDA $MU $SMH Semi has Zero impact by war, next 2 years. They got helium from last 30 days opening for 2 years supply.
vix climbing, oil mooning, NVDA at -3.3% and we fucking cant drop this shit ass spy to 748
$NVDA how many make 250 Billion revenue per annum $MU. 166 Billion annual revenue now Both of them nothing to do with Hormuz war
Very possible Apple passes up NVDA in market cap soon…
OP is probably talking about semiconductor stocks. INTC, MU, AMD, NVDA, etc. are all ~5% down today. SNDK is down 13% now. INTC, MU and SNDK are down ~25% from peak. Lol. Classic.
$NVDA how many make 250 Billion revenue per annum
When investing in a stock, you should be evaluating the financial status and business outlook, not the stock price. If you were to look at MSFT stock chart, you'd think the company had declining sales or profit and Azure and AI sales are declining. But the very opposite is true. RKLB doesn't have an established business of recurring revenue and profit - as such it will be the one the first to drop at signs of market turbulence. It is years away from this... years. So if you have conviction in the stock continue to hold it - maybe add more if there is a great stock price weakness (I remember back in the day loading up on more VMW in 2008-09 after it tanked due to financial crisis). If you are going to judge the company by short term stock charts, you probably shouldn't be investing in individual stocks and just go with index funds and ETF's. The stock chart can do anything. NVDA revenue went from $26 to $60 to $130 to $215b in consecutive years, all on high margin and growing profits. Yet the stock chart bounced all the over the place.
Of course it doesn't move 1 to 1 with the sector but the trend is the same. Are you really pretending you can't see what the market has been doing when they bid up chips and have to sell SaaS or the other way around everyday? As for why I can still tell you how the market will move, it's simply because the market has always been stupid. The market doesn't understand most sectors, either. But do they shoot before asking questions first? Is it really hard to interpret what the market is thinking based on the pattern and the price movements? NVDA and hyperscalers have way better businesses with greater revenue visibility and longevity the short term FCF beneficiaries. There is also no point in all this AI buildout if there is no application layer. But what has the market been since the beginning of the year? Sell everything to buy your memory names. If the forces driving the market isn't expertise and understanding for the sectors but hype, trends, and irrationality, then why would you need to be knowledgeable about the secotrs to know if something is a good investment after these stock have gone parabolic? The trade has already happened and I can assure you there are more people in these memory names that have no idea what HBM even does than those who do. The stock is not the business, otherwise everyone can simply do a spreadsheet exercise and outperform the market every year.
This is why you guys never make money. NVDA is a buy here. Stop chasing things that just go up and learn to recognize good setups with favorable risk/reward.
>It’s not over—the B100 is coming: Earlier this year, Nvidia announced their B100 chip, which will have 2.5x better performance for only 25% more cost. I expect this will lead to **a final surge in demand for NVDA chips.** remember when nvidia's demand died after the b100 surge? ME, NEITHER. "exactly as written" - hahahahahaha
AVGO and NVDA are a very outsized part of my portfolio due to their gains (over several years to decade adding). I am slowly liquiding portions when I feel it makes sense if from taxable account or just trying to cut at near term highs rather than at lower points in tax advantaged. I still believe both will continue to outpace the SP500 for years to come. But regardless of conviction, it's foolish to be too heavily concentrated because you could be wrong and anything can happen. But I still want exposure to semi - so my funds go to a mix of VOO QQQM SMH SCHD VIG VYM and a little bit to QQQI and JEPI.
Has NVDA stopped making chips?
#SO NO ONE WANTS NVDA ANYMORE? ^(lol)
NVDA identifies as a semiconductor stock today
NVDA is only up +7% YTD. I feel like it should be higher
204, give or take a few cents, seems to be the new support level for NVDA.
If this keeps going AAPL is going to overtake NVDA as top dog... Anti AI over AI...
My Brain saying "YOLO 0DTE on NVDA right fucking now".
Right when NVDA started to turn a corner this faag decides to start the war again
Imagine TSMC misses on earnings.. I don't get why they don't charge AMD and NVDA higher margins, letting them have all the gains
NVDA going down… down into my ghey belly!
NVDA rolling back all of Firday
NVDA moves +\\- 4% every day now?
NVDA had a good day for the first time in weeks and this is the result of it
NVDA likes to pick a direction and just go there. No pullbacks. Everytime SPY recovers Nvda just sits there looking like a dick.
NVDA doing its part to save my CCs and let me keep my shares. Bless leather jacket daddy
I think I read the candles wrong you guys and gals. I just sold NVDA 180 put and bought NVDA 195 call. End of August and mid September expiry, respectively.
Want NVDA to hit 180 again so I can buy a bunch of NVDL and get the inevitable bounce back to 190 as a quick scalp.
It’s so crazy to see NVDA back at 204. I guess i’m back bagholding
I’m removing NVDA from my watchlist. This thing is such a little piece of shit loll
Wow NVDA.... wave goodbye!
NVDA gonna catch up to MU at this rate
We need one of those rallies where NVDA doubles in a month Sign some titties, Jensen
Tracking $HUBB $HON $ASTS $DY $NVDA, which one is gonna hit my buy target first
Down a cool 9k on NVDA calls
Fuck you NVDA two 4% days last week just to completely drill today
NVDA fucking heavy fat piece of shit laggard
i'm pretty happy i exited my NVDA calls last week instead of trying to be greedy
I am so fucking triggered seeing MRVL and AVGO and NVDA
Some of you guys need to learn how to just WATCH the tape for a while. Sit on your hands. You don’t have to trade everyday. Let your long positions run. Especially all your index level investments. For the rest just fucking watch them. Quit hamming into shit. Let the daily candle form before you make a decision about next days direction. NVDA is the perfect example. Nice uptrend forming. Inside candle forming on the daily. Does it hold $200? Does it hold the trend line at $206? Well you won’t fucking know unless you WAIT and let it come to you.
I would by NVDA postearnings, but what do i know
MSFT is going up now…And moves a lot like AMZN… They are not going bankrupt. In my option if i was not a degen but just had to buy a Stock and hold it 10 years, it would probably de NVDA, but if NVDA didn’t exist that it would be MSFT
I should start an inverse u/jiggolo420 etf. Do you like money? Cause i dont. Selling NVDA at 207 rn
NVDA bouncing around
Ok why is NVDA not participating in V
$NVDA isn't in your list it's tanking too
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $215.00 (above) | $208.62 | +3.1% | Jul 16, 2:30 PM |
US charging tolls? I should sell my NVDA
Every time…PLTR, UNH, NVDA, MELI, SPCX, MU.