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
ex: QQQ -12% from ATH to March 30, 2026 (reversal) NVDA -22% from ATH to March 30, 2026 (reversal) OP would be just fine with an allocation to QQQ
Why is NVDA up after all the big companies are doing their own chips, like Amazon’s trainium?
QQQ has substantially less drawdown than NVDA on it's own. That's why it's an ETF, balance with other equities. Hypothetically NVDA goes down 40-50%, QQQ might just barely be 15-20% down. Overlap fearmongers
Traditionally is for people with no conviction and/or willpower to hold through corrections for 10+ years. Give me NVDA, GOOG, VOO, VXUS 25% each and let that go. 2 ETFs for limited downside w/ intl exposure and 2 tech powerhouses. OP will be just fine, given the rest of their port has solid foundation.
So what are you saying? You don't think NVDA is overvalued?
To put it in perspective when NVDA falls by 3 dollars thats the equivelent of obliterating a rocketlab, a poet, and the entire mcdonalds franchise from existance like woosh 10's of billions gone faster than you can say wendys.
I was definitely expecting more from NVDA with the capital guidances
why is NVDA being a bitch today tho
Amazon up 6%. and NVDA pumping up as well. AI alive .
I need a tasty pump on Meli, rklb, NVDA, to finally make my parents proud of me
NVDA not moving so my calls will be worthless watch me crying
NVDA resurfacing from the dead.
I just wanna remind everyone what happened to NVDA the day after earnings after it pumped up $20 the night of earnings
$1B stake from NVDA to partner to turn cell towers into data centers
What if they are getting hit by another monopoly lawsuit? What if cloud slows down next quarter due to innovation from AMZN MSFT? What if TPU = cheaper NVDA chips narrative loses momentum with some industry stats overnight? Putting all eggs in one basket is just gamble. Make sure risk reward makes sense.
Lol dumb motherfucker that would make it almost double NVDA’s market cap 😆
Nothing wrong with that but it’s not like NVDA was a underdog at $15. It was one of the leading chip companies back then and a proven products and tons of developers using CUDA. NVDA still has great outlook for the future and I wouldn’t be surprised if it hits 10T next year but the easy money has for sure been made on it.
GCP’s growth alone is a reason to own this stock. 63% growth JFC. And a $4T company is growing revenues at a 22% pace. We live in insane times. NVDA and GOOG will likely be the first $10T companies.
Looks like Zuck is getting cocked by NVDA
Pure speculation. Elon has always wanted X to be an "everything app". That would include a payment platform. Elon also has a history with Paypal. Elon also has an extremely overvalued IPO coming up and desperately needs to pull some rabbits out of his hat to justify the valuation. Paypal is sitting at an extremely attractive valuation. It has a new CEO who stands to make a boatload of money if he can get the stock price above $125. And the company is large enough that the number of buyers who could acquire the whole business is limited. Paypal's CEO could try and turn the company around, find ways to grow the business, continue expanding margins. But that would require work. The easiest path for the Paypal CEO to make his boatload of incentives would be to get a buyer to pay a substantial premium over the current share price. But as mentioned, the number of potential buyers out there is small, and most of them are probably not going to bid more than 20-30% over the current share price. So how do you get around this? You break off a chunk of your business, sell it to Elon for a substantial premium in exchange for extremely overpriced shares in his IPO. You hold onto those shares (rather then distributing them to shareholders) and then you hope that once the dust settles, some of the P/E multiple from the hot IPO flows back onto the core business. If the CEO can get the P/E ratio into the low 20's, which is below the S&P500 average, he hits his max incentives. I am normally loathe to read about folks fantasies of their favorite stock getting acquired by TSLA or NVDA. Almost always it is just pure fantasy. But in this scenario it actually makes a lot of sense. When you have a significantly overvalued stock, one of the best things you can do is leverage that to buy up deals. And as mentioned, Elon has already indicated he would like X to expand into payments among other things.
My NVDA calls laughing at me
Now it’s time for GOOGL to hold up the entire market instead of NVDA.
Buying NVDA calls at close might have been dumb
yeah I mean the capex is still insane so I don't see it as a real negative for NVDA. It's not a major slowdown, but I was kind of expecting another quarter of massive capex growth.
Is INTC the new NVDA? The fuck did I miss, Nana has risen or what?
NVDA has like $500B of guaranteed business from today's earnings. It might not rocket to the moon, but it's not going down any time soon.
So NVDA is safe to hit 250 😎
QCOM was the real play all along 😉 $200+ by June, may see $300 by EOY if OpenAI phone/AI gadget collaboration is true. QCOM will own the inference edge, and if Jensen has a say, it will be part of NVDA before long...
Google: "LOOK AT ME, I'M THE NVDA NOW!"
interesting split today -- GOOGL and AMZN green after earnings but NVDA and MSFT dragging tech down. the rotation out of semis even while megacap cloud names hold up is worth watching. feels like the market is trying to figure out which AI capex narrative to believe. semis trade like the spend is a headwind, hyperscalers trade like its a tailwind. both cant be right for long
Now my NVDA calls will be worthless watch me crying
Everyone except $NVDA lmao
This just confirms NVDA is also dumping like it always does after it reports “Perfectly valued”
GOOGL with the marketcap that NVDA had just a couple of weeks ago
I have a cost basis of under 10 in NVDA, TSLA, GOOG don’t really feel safe. Can’t imagine the poor SOBs who bought these at higher prices. May not recover until 2046 after reality hits soon.
looks like my NVDA put might work out afterall.
All these earnings numbers have been fantastic. The only reason for any of the negative reactions is because of CapEx, which benefits NVDA.
ok, QQQ -1% tomorrow. Then +7% again before NVDA and AVGO earnings.
The real winner tonight is NVDA. All Mag 7 names blew out earnings and none of them reported a slowdown in AI CapEx. NVDA might be $225 by close tomorrow.
Can we please pump NVDA tomorrow just how AMD did today? Thanks
So, QQQ flat tomorrow? NVDA flat AMZN down GOOD up MSFT up META down ??? Can't wait to see what they say about capex, then everything else in my port MOONS.
Nah, if the shit hits the fan it'll be because the American consumer is broken. Market is already selling off on good earnings for airlines and hotels, presumably because of economic concerns. AI, data centers, etc. aren't completely shielded from the overall economy, but under current conditions they probably would be amongst the last dominoes to fall. I don't know if they'd fall all that far though. I suspect you'd need to see rates climbing and significant capex pullback from those pouring money into AI and data centers for something like NVDA to fall much.
S&P and big tech getting huge vertical line, and NVDA gets a little micro
Now my NVDA calls will be worthless watch me crying
Remember when NVDA released amazing earnings and then sold off? Maybe everything is priced in already and it's time to take profit before it's too late? People should be hedging their book right now at least.
Dipping the tip of your pinky toe? 🤣 Just put all your money into NVDA and Google and call it a day. Check back in 3-5 years, collect big returns!
META GOOGLE AMAZON MSFT all gonna throw more money to Jensen. NVDA call ftw.
Not a direct answer to your question but I sold my NVDA and bought SMH felt it’s a good diversification and there are some smaller companies there with room to grow.
They gonna spend more on AI . Capex up , NVDA call it is .
Leveraged to the tits on $NVDA, hypercsalers going to print me some money lmao. 100 shares picked up
I think just buy $NVDA before close, right? how is that not easy money, AI Capex go BRRRRR
The Shiller PE ratio for NVDA is over 40. If you are comfortable holding stock that is that overvalued, then sure, hang on to it.
No, with tech earnings. Someone can easily come out say "increase in AI spending" and NVDA will go up.
All CPU semis pumping and NVDA dumping. I guess the market already made it's mind what it wants hear.
Depends on your goals and risk tolerance. NVDA currently 80% of mine but I’m also over 2x levered.
I traded on it a few weeks ago when it went from $7 to $8 and sold. Looking at it now it broke its resistance and climbed to mid $12. Fairly new to it, but ownership just took a bigger stake and NVDA has an 8% stake now as well, but that might be common knowledge.
Keep in mind that the S&P 500 is currently 7.84% NVDA Did you add that to your "13%"?
NVDA has been about half my portfolio for 10+ years and I plan to keep that way for the next 1-2. To each their own, but don’t feel intimated by dips and market rumours. NVDA has legs and it’s not going anywhere any time soon in my opinion
My boss saw the S&P chart I had pulled up in the office and she is now asking if she should sell whatever she had in Schwab, click my Robinhood link, and buy NVDA. This is NOT a joke, please advise.
I’m 100% NVDA 🤷♂️ and that’s not changing anytime soon.
$NVDA falls off a cliff along with NQ and others like $AMZN, $AMD, $INTC barely budge lmfao. WEAK SHIT
> I don't see how all of a sudden now investors are worried about AI capex. Why am I buying MSFT rather than buying where they and others are spending all that capex? That has worked better than buying Mag 7 ex-NVDA for 2-3 years now and has done far better this year (look at BE up almost 25% today.)
How bout that. My NVDA covered calls may be safe after all.
Good post. Market cap is also a thing. So NVDA $15 to $215 is a 15x in 3 years. If you buy now at $215 and hope for a 15x in 3 years NVDA should be trading around $3200/share and about $76.5T market cap. I don’t know if that is realistic but who knows
Same. I'm loaded up on NVDA. Make or break time.
NVDA looks like it could have a breakout and it is one of the cheapest semis now.
Stay sleeping NVDA, you crazy bastard.. you don't want no part of this 🐻
Buying NVDA today is like that meme of squidward watching patrick and Spongebob running outside…
#NVDA GANG Members checking in
INTC is the new NVDA
NVDA bols have been processed into patties: 🍔 🍔🍔
I don't know if meta micro amazon google crush it that will probably drive NVDA in the after market
bro is cooked, lost his NAV shorting NVDA now selling newsletters
I think the real winners this week will be NVDA and AAPL
boomers gonna boomer. Berkshire watched NVDA GOOG AMZN MSFT create 20 trillion dollars in market cap and was like nah im good, just gimme the fruit.
As long as Trumps in office Intel will surpass NVDA
Bought the dip on NVDA. Gonna be an interesting 24 hours
Agreed, though it's easier said than done. After I bought NVDA at $105, it ripped to $150 and then crashed back to $90, but I held on. I went through the exact same thing with GOOG when I bought at $344, watched it drop to $270, and now it's back to an ATH. Buying at an ATH doesn't guarantee a smooth ride up. Momentum might push it higher short-term, but mid-term crashes still happen. My core point is this: if I have the conviction to hold a stock through a 50% drop or more and the only reason i am not buying is because i feel like i missed the run, i would just pull the trigger now
Is the company ripping because of fundamentals (NVDA) or is it ripping because meme (INTC)?
Bro I had like $5 back then but I needed to eat lunch, shoulda starved myself to buy NVDA stock lol
Missed NVDA and the memory names. Hate the feeling if I put $100K in SNDK a year ago I could be retired lol
AAPL iPhone revenue *alone* over the last 12 months = $226B. NVDA *TOTAL* revenue over the last 12 months = $216B. Let that sink in.
MU NVDA and SNDK all plummet
INTC up 10% while NVDA sells off is laughable
BB is looking pretty good up 60% and now in partnership with NVDA and a car company
Whoa NVDA, calm the fuck down now.
why does any drop in the S/P come out of NVDA shares
NVDA needs to wake up