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
Analysts and historical data point to the "Chip Trifecta" as the primary movers during CES week: AMD (AMD): Expected to be a top mover following CEO Lisa Su’s keynote. Historically, AMD shares tend to rally during CES week due to new product launches. Analysts have recently set a high-end price target of $290 for 2026, anticipating gains from new Ryzen AI 400 series chips and updates on the MI350/MI400 accelerators. Intel (INTC): Intel faces high stakes at CES 2026. The stock moved 6.5% higher on the Friday preceding the show as excitement built for the Panther Lake processors (built on the new 18A process). Success in this launch is seen as critical for Intel's ongoing turnaround. NVIDIA (NVDA): While already a massive mover, NVIDIA’s impact this week focuses on its Rubin architecture and the integration of its recent Groq acquisition assets for low-latency AI inference. Analysts predict the stock could push toward $200 in the short term and potentially $300 by later in 2026.
Can somebody check how many NVDA H-200 was Venezuela buying before the invasion?
Bro outside of NVDA you own all kinds of crap they peddle on CNBC lunch time. Take out NVDA and you lost big time.
ASUS saying it will raise laptop prices by 15–20% NVDA raising RTX 5090 prices to $5k. AMD saying it will raise graphics card prices. Memory shortages everywhere. PC gamers are fuked. lol.
Ran it through portfolio visualizer. Appx $2.3m NVDA..SPY $39k lol
Why would I settle for $25k when I can make 300k selling naked 0DTE calls on shit like NVDA 😂
Imagine not full porting into small caps lmao. Don’t worry NVDA/spy “dip buyers” I appreciate your theta.
"As long as NVDA is above 185 after hours on Friday"? I thought American (as opposed to European) options can be exercised at any time? So at any point before Friday when it's above $185 can't the contract owner exercise it? If so you could be assigned (but not know until after hours Friday)?
NVDA bulls tomorrow: “fuck yeah we are up 0.05% 225 EOW” EOW: 185-190
I like your five but I question $pltr. $GOOGL has been in the AI game for a long, long time. $GEV for sure for infrastructure. $NVDA could replace $PLTR and its flakey/hated ceo.
‘Researching tickers’ Goes all in on NVDA
Shorting TSLA, diamond hand NVDA, and calling Fidelity to get my options application expedited
I love how the first half is about research and over leveraging yourself and losing money. So how does OP change his changing strategy? Full porting into NVDA. Gratz man.
AMZN NVDA GOOG MSFT meta
Good stock to sell on or wheel it, IV is always insane. I mostly sell NVDA calls
i guess that you read some informs trimesters or annuals like 10Q and others when you had sharps in NVDA. What are your recommendation if an enterprise are so indebted and not selling almost nothing?? i believe in they and his product and although are undervalued, i think have potential. Good returns and you had faith on they when NVDA was worthless pal
blanket bullish news? *triangulate* 🤖 NVDA calls 200
China will absolutely feel emboldened by this. Trump does not give a crap about Taiwan. He thinks chips production can be moved here in like 2 weeks — China will test this theory very shortly. If taco does nothing, then China will fully invade Taiwan. If rumors are true, TSMC will self-detonate their factories and we’re in an instant depression. NVDA drops by 100 points and panic ensues. Then it’s an all out land grab with US taking Venezuela and Greenland to start.
Wow! How much was NVDA back then
I hope you have the sense to sell at least most of that NVDA - this bubble is *way* past due.
NVDA will be 210 this month easily.
Puts on NVDA and Intel Calls on SLV FJET and CORT
Apparently NVDA has passed on Intel, yes.
I'd think about selling. I feel like NVDA is going to be stomped by GOOG or some other AI paradigm needing other kinds of chips
You might be confused, or you missed the MU stock gains bus and are butt hurt. MU is a preferred supplier of NVDA growing 50% YoY.
Too many words. “NVDA changed my life.”
!banbet NVDA 192 1d
!banbet NVDA 190 1d
If you're really a fab engineer then it's great to hear this, I've invested a lot of capital into INTC the moment LBT as CEO rumors surfaced. Haven't regretted it. I went through all the SEC filings, etc. Noticed that LBT did the most important steps to make the company leaner - fired useless middle managers (who are now swarming the market). Improved the books (predicted Q3 beat) and secured key deals, such as the Xeon w/ NVDA sales one (the most recent). The fact that they are increasing their fabs focused on advanced packaging (Malaysia being the most recent example) is a great sign of growth (coupled with the improve credit rating by BofA)
Didn’t NVDA halt testing to use the intel chip?
That's not how disallowed losses work. You don't owe any taxes, on any loss, ever. All it means is that you're not allowed to use those losses to offset gains for tax purposes. It also has absolutely nothing to do with year end. You get disallowed losses if you make a wash sale. A wash sale occurs when you sell a stock and buy it back within 31 days. The reason for this is as follows, Imagine you own 50k of NVDA. at $100. It drops to $90. You sell your entire position for $45k and take on a $5k loss. You then immediately buy back in for $45k at $90 per share. Your overall position hasn't changed, you still own the same amount of NVDA shares, but now you've got a $5k realized loss that you can file on your taxes to offset your gains. It just gives you an opportunity to turn any short term downturn in a security you own into a tax reduction. What this actually means is that bro probably lost nearly 400k. Look at the cost basis to place the trades compared to the total proceeds. He made less money than he spent.
NVDA changed your life*
So they already raised 50M so that is over.. It’s a handful of companies in the vertical area that SIDU is involved, SIDU covers hardware, software and data (handful of companies on each one of those, close to none that does ALL three and at a low cost). They will win by expertise in different areas and by low cost which is how SpaceX gets so many contracts. Traded around 1.5B in the past two weeks, so a 10-20M offering literally had zero impact on stock price, it was bullish. Primarily die to its criminally undervalued market cap, compared to other peers, they’ve operated extremely frugally and lean to focus on tech and manufacturing. They also have Jim Larson, the AI mastermind of Palantir. They also have an inked deal with Lonestar, the company putting data centers in the moon/space which is backed mostly by NVDA. Due to low cost of manufacturing and operation, a contract can send this flying above 20$. And still be undervalued, RKLB is at 6-7B market cap while SIDU is at around 130M market cap. Being selected for SHIELD and also for Golden Dome means that YOU BRING SOMETHING IMPORTANT TO THE TABLE, ESPECIALLY A SMALL COMPANY LIKE THIS. My entry was at 2.40 and i’m not selling a single share. So, over 2,100 companies on shield but they all do extremely different things, from selling bolts to satellite software and hardware and missiles and gas and everything you can imagine, but for what SIDU does, its a handful and pretty much none that does all three under one roof. I rarely post DD here, but saw this and wanted to make sure we all know the truth, this company is heading much higher.
Definitely not #5. That would be a waste of money. You didn't give us much context as to who is the recipient and what is their overall financial situation So of all the options you suggested, I would vote VTI but actually I would go with VT because it covers the whole world, and who knows what will happen in the next 10 years. Having said that, I would put 30k into VT and the remaining money into something else. Probably 5k bitcoin (it's a bit of a gamble but it might pay off), and 15k into VGT because long term it will likely outperform VT. Both VGT and VT hold NVDA. VGT has more of it (16% of its holdings).
A CD is a guaranteed loss since the return is smaller than the rate of inflation. NVDA is a house of cards dependent on the success of the various data centers but could pay off big. Gold is a great store of value and protects your investment from losing value due to inflation but does not grow like stocks. Not really an “investment”. VTI is a total market index fund if i’m not mistaken and a safe bet to have your money move with the US stock market. You will not beat the market and if AI turns out to be a dud, you’ll be set back when that large correction in the market happens. Don’t pay for a money manager. They are there to leech off of you as much as possible. In conclusion I would not take any single option because that would not be diversification. I would combine gold, VTI, and NVDA. But if I had to pick one, the VTI option is what I would do.
Look at any ATM LEAPS options: [https://optionstrat.com/build/long-call/SPY/.SPY270617C685](https://optionstrat.com/build/long-call/SPY/.SPY270617C685) delta 0.648 [https://optionstrat.com/build/long-call/NVDA/.NVDA270617C190](https://optionstrat.com/build/long-call/NVDA/.NVDA270617C190) delta 0.64 [https://optionstrat.com/build/long-call/AVGO/.AVGO270617C350](https://optionstrat.com/build/long-call/AVGO/.AVGO270617C350) delta 0.64
Short take on the market angle: Linking “US hits Venezuela → China immediately invades Taiwan → advanced chips vanish overnight” feels like an overfitted chain. Whether Beijing moves on Taiwan depends on capabilities and deterrence in the region, not one event elsewhere. Market-relevant points: * Chip risk exists, but ASML kill-switches and a TSMC “scorched earth” scenario are tail risks with heavy political/economic constraints. * Even with escalation, zero supply is unlikely; the U.S., Japan, and SK are expanding capacity. Arizona TSMC helps but can’t backstop leading-edge demand alone. * Exposure matters: handset/AI leaders (AAPL, NVDA, AMD, AVGO, etc.) carry higher near-term headline risk; mature-node heavy or diversified fabs are more resilient; equipment/material names (ASML, AMAT, LRCX) will swing with capex/policy. * Practically, this raises geopolitical risk premia and volatility rather than sending us into a “tech stone age.” Bottom line: take the risk seriously, but don’t price in an immediate Taiwan invasion off today’s Venezuela headlines. Focus on supply-chain mapping, alternative capacity timelines, and how drills/sanctions change volatility.
Way more than that. NVDA's average daily volume is 185M shares. At $188 per share, that's over $34B in daily volume.
Micron and every hardware stocks will crash when AI buildout slows down. It won't be just Micron. The entire market will evaporate starting with NVDA. But who knows when that will be. Just be ready to get off the last train and sit out a real bear market.
Polymarket for NVDA +20% or more this year would be______
!Banbet $NVDA 185 1d
Q for you then with your experience. Ive been trading and investing for 15ish years. In my experience sometimes the easiest most obvious big trend, trades really do work quite well. For example, you could buy AAPL in '15 on a couple qs of slowing iPhone sales AFTER buffet bought it and showed up on the 13s. You could buy MRNA and BioNTech AFTER we knew the vax was gonna work and still make a huge return. Same for WFH stocks like zoom after it was clear WFH was gonna be a thing The travel names when it was already apparent people were booking trips again NVDA , AFTER chatGPT came out and AI was the hot thing. LLY well after hundreds of articles and everyone plus their sister on GLP1 Euro weapons companies well into Ukraine war and re-arming under way. So this trade is a simple one, yes, but does HAL and VLO make sense even if it's kinda obvious and consensus?
BRKB has been a wonderful investment! If it pulls back during the transition of "no more Warren," I will be looking to pick some up as well. I am trying to convince myself to take more profits in my taxable account and purchase more diversified ETF's, including more munis. I am overweight tech, particularly NVDA, since picking up a fair amt in 2021-early 2022. Taking those gains with a LTCG of 23.8% (with NIIT) will be painful to me, without any losses to harvest! I have picked up a fair amt of Covered Call ETF's this year, holding some in both taxable as well as IRA's depending on their tax efficiency/tax inefficiency structure. Hoping that decision is not a painful one if and when we experience a significant pull-back. I have a paid subscription to CNBC Pro, Investing.com as well as Seeking Alpha. I spend way too much time on my investing "hobby" but truly love it. Good luck to you in 2026. May we have another positive year in the market!
Why didn’t just buy calls on SPY or NVDA like a normal person
Newbie here. Anyone buying SOXS to protect TSM and NVDA?
Am I the only one not wanting to touch NVDA with a ten foot pole in 2026?
Bank savings accounts are for suckers. Wall Street is where you compound. \-Uncle Warren said he made most of his fortune on 3 stocks. Take a look at NVDA did in last 5 years.
Madura could’ve taken few gold bars and hopped on a plane to Russia. Oh no, he had “hope”. He’s kinda like NVDA bers. Hope is dangerous, when you’re a moron.
This guy invests in rocks that create nothing instead of NVDA who turns rocks into computer circuits making big titty AI videos. What a loser
Puts on NVDA. China has no incentive or moral obligation to not attack Taiwan now. The septic boil on the ass of democracy has ensured that it’s now an official free-for-all
Personally I’d separate the goals. Short-DTE CSPs are great if you’re comfortable owning shares and want income + entry at a discount, but you need to stay disciplined on strikes and sizing. It’s more active. LEAPS are simpler if your thesis is 'NVDA over time' and you want defined risk with less management, but returns are more directional and timing matters more. If you’re still digesting the Greeks, starting small with CSPs on a name you actually want to own tends to teach faster IMO.
Support for a company with \~0 revenue? All the major money flowing into quantum has been to hedge against NVDA; they don't care what the quantum valuation is, they just want to put money there to check the box. Shorting it is a play that the institutionals will find a different shiny object to hedge with (photonics?) and/or that they will realize quantum, as a best case scenario, is 10 years out, for which the spoils will go to IBM or Google, not the dedicated quantum companies.
NVDA needs to make some announcement with this whole Venezuela thing. I’m sure they have one or two AI startups.
Up 25%+ on very small cap stock I own. NVDA people fighting for their lives just to *maybe* get back to 212. Nvdia has become the new INTC trade.
China taking Taiwan would be bullish NVDA just because literally everything is bullish the Mag7 essentially for any reason they want to make up.
Heck no. NVDA and INTC collaboration addresses any manufacturing capacity needs.
NVDA is dead money.
What happens to my NVDA calls when China invades Taiwan next
Hhh mine was ChatGPT. Believe it or not, call on $NVDA
How cooked are my NVDA calls now
I rode NVDA from $80-200
Like the risk/reward potential! I think the AI scare is purposely done to decrease stock values and make happier Buffet like entry level prices for big money investors, and make some happy with their shorts by generating a self-fulfilling prophecy. 50% of a stock price is emotionally driven regardless of fundamentals. Truth is AI is a technology that isn't going away or decreasing, or leveling out. It is currently at the beginning stages, so who wouldn't want to get in at the beginning? Get a crystal ball and look back at NVDA or MSFT or AAPL, etc... when they were low priced with lofty expectations from investors. Seems the technology didn't meet a brick wall, but instead continues to grow, improve and innovate, all with increasing revenues generating higher stock prices. Don't forget inflation has greatly increased over the last 4 years, can only bleed over to market prices evident by increasing index values. So, I do think your investment is valid.
Bro TSMC makes 96% of the worlds advanced chips That’s not just NVDA that would go poof. The entire world economy would crash
CES 2026 Schedule: Jan 5 (Media Day): 16:00–17:30: [NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) Special Address (Jensen Huang) 18:00–19:00: [INTC](https://x.com/search?q=%24INTC&src=cashtag_click) Launch Event 21:30–22:45: [AMD](https://x.com/search?q=%24AMD&src=cashtag_click) Keynote (Lisa Su) Jan 6 (Day 1): 11:30–13:00: Siemens Opening Keynote 16:45: Mobileye Live at CES 2026 Jan 7 (Day 2): 12:00: Caterpillar Keynote \[Autonomy in heavy equipment\] Jan 8 (Day 3): 14:00–14:40: Senate Perspectives (Panel) \[Policy risk and tailwinds: AI safety, privacy, chips. Impacts the whole stack.\] https://preview.redd.it/v8ih0ph3c6bg1.jpeg?width=679&format=pjpg&auto=webp&s=09e43a6d2ec2633e14c3ed0ffe9f68b08f30d610
NVDA. IRAs were already healthy. Rolled the dice on a gaming company when virtual reality was becoming popular during Covid. Plus we heard about potential growth of AI and it sounded like the trifecta. Turns out it was….. so far anyway….
He isn't implying that China invades the US. He is implying that China invades Taiwan (see:massive military drills just a few days back around Taiwan) and semiconductor/TSMC/NVDA stocks get absolutely rocked. "Lmfao get off Reddit" - Lmfao work on your reading comprehension.
I'll be real: I remember people having this kind of response to NVDA and AMD 10 years ago.
I own MSFT and NVDA as well, but just less so.
Each barrel of Venezuelan oil purchase through trump must now be paired with a NVDA chip purchase
Time to sell off all NVDA?
Mango in the next round of trade negotiations with ghyna: “We give you oil if you commit 500 billion to buying NVDA chips and a further 500 billion to OpenAI”
Bought $70k of NVDA on Friday, I’m not good at this
NVDA 2018: "For the Gamers" NVDA 2022: "Screw the gamers" NVDA 2026: "Rob the Gamers"
you cant be serious when you start at september 2022 when the stock market was at a low? anyone could have invested anything and made way more than this why didnt she buy RKLB or NVDA? where was the insider information there? zoom out on TCMD and look at where they were in 2020 shes actually very bad at picking stocks, any regard here would have done better
Hers are: NVDA, VRT, ASML, UAL, AMZN Mine are: AVGO, NBIS, RKLB, APLD, GOOGL
I didn´t say they are undervalued, but I like the price relative to the fundamentals. Depending on what you believe the companies will produce in cash flows in the future both of them can be both undervalued, fairly valued and overvalued. No one knows for certain how the future looks like. BN. Traded at a 35% discount to NAV, fantastic historical performance (+19% CAGR over last 30 years), diversified, insiders owning a lot of stock and very optimistic guidance for future cash flow growth from operating activities. NVDA. Good forward PE relative to estimated EPS growth for the coming years, market leader, strong MOAT, high ROIC and great management.
". The rolodex of choices like options, margins, leverage, covered calls, cash secured puts, CFDs, complex rebalancing, chasing the next hot stock, finding the next NVDA, the list goes on, all this are mostly rooted in greed," I think that there are an increasing amount of options to consider in investing. Some of these things are useful when used sparingly/reasonably but the problem is that it seems like an increasing amount of people don't do that and instead "full port" them then are surprised when what would otherwise be an "off month" turns into a DefCon1 situation because of the approach they used. I don't have anything against the list of various options, but 1) most people don't need to use many of them but some end up using them because they see others successful and 2) I don't know if it's greed in the traditional sense as much as it is there is an urgency in recent years to get rich quick to keep up and people wind up overextending themselves in yolo bets. I've been on here over a decade and I've never seen so much upset at times in recent years over stocks that were green for the year simply because they weren't as green as something else or hadn't gone up much that particular week/month. Many discussions in recent years about younger investors and financial nihilism. People scold the gambling mentality but I think there's not enough of an attempt to understand why people are investing the way they are in increasing numbers. I'm moderately aggressive in my investing but I see stuff on Reddit where I can't fathom the allocation/lack of risk management and resulting volatility. Additionally, so many times in recent years when things don't go as expected, the resulting analysis is that it's somehow a conspiracy/the market is rigged. " finding the next NVDA" The issue I have with this is that I see much less in the way of attempts of people actually trying to find the next big thing. When people talk about how they found something, it's often the already hot/hyped speculative thing that's up 150-200% in the last 6 months. Reddit has always been to some degree focused on whatever the most popular couple dozen stocks are, but it has become more hivemind-y post covid and the last couple of years in particular have gotten worse in terms of lack of diversity of names discussed.
What are the example tickers you sell puts against? I have been doing options for over 2 years now, but selling/buying short dated (1 monthish) hasn't been very profitable. I started doing LEAPS/PMCC etc and that workedout well for me. But I made some mistakes of existing too early leaving a lot of money on the table for tickers like NVDA, GOOG, UNH, TSLA. Like you I saw 40-50% profit and exited the trade and then the stocks went up 100+%. There's a risk of getting assigned when the premiums are juicy - I remember getting assigned TSLA at 350 strike. At that time I felt bad as the stock nosedived after I got assigned - but I wanted to own TSLA anyways, so didn't mind adding it to my portfolio. I use like 50-60k margin (which is like 30% of my buying power). I don't go beyong 30% as during one of the blackswan events in 20205 I got liquidated (wasn't much - 15 shares of TSLA), but then I decided not to use more than 30% of margin.
Open price for NVDA and VIX?
Four fund portfolio was up 13%. Dividend portfolio earned me 11.7% yield but had some NAV decrease due to large number of BDC investments. Ended up 9% overall, but with overall beta of 0.7 was significantly less volatile compared with the market. Star of the show for me was the speculative growth and trading account, started this with $800k in February, ended up with $1.36m, a 70% increase give or take a few dollars. This holding and trading options on RKLB, SMCI, SOFI, RDDT, NVDA, SMCI, ASTS, HOOD amongst a few others that I sold puts on but was never assigned. In total my accounts were up almost $780k to $3.45m - almost 30% for the year.
Even the options picks are so garbage I’m genuinely pissed off. Why didn’t she just do some popular like SPY, NVDA, TSLA,…? Like wtf are these CNC, DPRO,… bro just buy the fucking share tf 😂no other choice than just exercising because no one buying these bs from the other side
Here are your numbers for 4pm Monday 1/5. TSLA 427.37, NVDA 189.93, AMZN 228.43, SLV 69.34, SPY 684.67, MU 321.98, AMD 238.12
NVDA and VGT. NVDA is a single stock and VGT is a tech sector fund that includes a significant percentage of NVDA. Both also already have a lot of coverage in my US Large Cap Indexes but have outperformed remainder of portfolio significantly.
Hm, very incisive. I, after intense study, have got a list of 7 obscure stocks that I think might outperform about 99% of the S/P 500: MSFT TSLA NVDA AAPL AMZN META GOOG
I remember when this stock was under $90 and then the best stock trader Pelosi made a killing off of NVDA
From what I'm reading. Robotics is big this year. Maybe still NVDA but whom else is the question.