Reddit Posts
Is Blackberry Primed For a Comeback?
Is Blackberry Primed For a Comeback?
New midweek expiration dates getting approved by regulators
The most interesting SpaceX trade might not be SpaceX.
I Sold All My VOO for a Concentrated NVDA Bet. Should I Have Just Bought Options Instead?
🚀🚀 $OCC, THE FIBER OPTIC ROCKET WALL STREET FORGOT ABOUT 🚀🚀
“Book Talking” from Jensen – NVDA’s Jensen Huang called a global tech stocks selloff a buying opportunity
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
I Think MU Beats NVDA From Here And Yes I Know That Sounds Insane
NVDA update – slow grind higher, nothing exciting yet
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
Alright degenerates, memory just got taken to the woodshed on June 5. SOX down 10%+ in a day, MU/MRVL/SNDK 11-17%. Now what?
OpenAI files for US IPO after Anthropic as AI giants head to public markets- Moneycontrol.com
Why does Jensen want to pump QCOM?
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
'Big Short' Star Steve Eisman Warns SpaceX Will Be A 'Retail Cult Stock' With A 'Crazy' Valuation Compared To NVDA
Everyone wants SpaceX. That’s the problem.
Cleveland-Cliffs (CLF) — The AI Infrastructure Chokepoint Nobody's Talking About
Despite Friday's pullback, I'm still +65.8% YTD
While everyone fights over NVDA, IBM just made a bet on $THREE
I ran NVDA and AAPL through 15 frameworks today and here’s what came back.
SpaceX Could be $22.5 billion on selling pressure in the first 5 minutes - A 16x of the highest averaged minute trading volume on a given day (NVDA)
SpaceX could be $22.5 billion in selling pressure in first 5 minutes - a 77x of highest ever trading volume day
Posted in r/investing w/ good feedback, sharing here: NVDA's Q1 FY27 earnings call graded for credibility, guidance claims vs financial data
That one guy who bought $NVD thinking it is $NVDA yesterday.
I went through the AVGO transcript line by line. Here's what I actually found.
I graded NVDA's Q1 FY2027 earnings call for credibility by cross referencing guidance claims against actual financial data
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
I sold everything. AI is a trillion-dollar hallucination and you’re all exit liquidity.
I’m all-in on $NVDA and I have no idea what I’m doing.
$NVDA is a goddamn psychological warfare – are we buying the dip or catching a falling knife?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
$RUM Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
The timing on this is impeccable. Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th
The Nvidia China Dilemma: Is Wall Street Blind to the Looming Tech Decoupling?
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
I just realized NVDA is stable because tomorrow is the ex-div date
I messed up again— “best of luck to you” - Schwab Risk Management Team
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
The market has discovered electricity and now everything is bullish
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
Spacex, OpenAI, and Anthropic IPOs are investment opportunities and don’t let anyone tell you otherwise
LAM research, the next AI slop stock that will reach 1T USD.
AI IPOs are software stories, but the bottleneck may be physical
AI infrastructure is turning the whole market into one giant NVDA side quest
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
We might be setting up for the biggest AI rugpull ever
4 year road to 1 million. No options, only stocks.
AMD’s price has massively detached from forward earnings expectations
$ELMT - The Pentagon's Only Tungsten & Moly Plug
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Mentions
Marketwide pump and NVDA up less than 1%. Doing me dirty again eh?
Revenue wasn't enough for NVDA tho...
NVDA to $300 by end of month?
I will never buy MSFT and NVDA ever again as long as I live. Get me out of these fucking plays already
$AVGO really. $NVDA moves too slow. More of a safe bet than big gains.
I’m ready for tomorrow’s pump when people don’t get their SpaceX shares so they pump NVDA and AVGO.
Hope you sold your calls off that premium. AMZN / NVDA only mag tickers that look good dip wise tbh
NVDA is literally never going to leave the purgatory of 180-220
yea that was dope i was sittin on an NVDA call i just bought like 1 minute prior when that happened
NVDA goes up a little for good news. NVDA goes down when news. Stinker stock.
NVDA holdin on for dear life..
NVDA under 200$.. its over everyone, pack your bags, the casino is burning down
Even more so if NVDA breaks 199 again
End times are upon us, NVDA about to go under 200
GOOG, MSFT, AMZN, META are the ones who print money already. Then own the internet and modern tech. They are the ones using their massive profits to buy chips from NVDA, AVGO, MU etc. Right now, the market is worried that they are spending too much on capex. Well, they can slow down their capex and they will be fine while the chip guys will get fucked. Azure is growing revenue at 40%, Google cloud at 63%. Thats real money. I am fucking buying. Luckily, I was 80% cash after booking profits on MU and SK Hyunix etc. Now I am buying up these guys. Down to 45% cash today.
All this sell pressure on NVDA and these bums can’t get it under $200. Gheywads.
When you set a price for the order to fill at So I set a limit order at 205 for NVDA so it sells for 205 when it hits it A market order is buying right there and then and you get whatever price is given at the time
NVDA to $225 by EOD tomorrow or I’m homeless
There were people saying NVDA would never see 200 again and here we are. Again, I don't need to chase because I'm already comfortable
I dont' want to use the word "cheap" but NVDA LEAPS look tasty!
All semis in a 3 falling peak pattern. Except NVDA. Expecting a run up to 220 soon to complete that 3rd peak.
Why would NVDA partner with them?
Especially with the recent tech boom, it really is apparent. So many companies out there who also have great earnings across longer period timeframes are significantly undervalued or on the decline in stock prices despite a clean record of fundamentals, but the tech and AI boiz have just been running too rampant as of the previous two quarters. Looking at higher timeframe volume profile, you see guys like MU and SNDK trading in the high hundreds to over a thousand and while it's true that the fundamentals look good, but they're seriousy overvalued. Hell, NVDA, which has proven itself more for years now with high tier fundamentals is still a fraction of the price as those chip manufacturing companies, and that's just in tech alone and not looking at other sectors. A lot of stocks are just trading too far above fair value and some have honestly rode so high beyond value area high that it seems as if they are flying on the wings of Icarus. I won't say that there is a bubble as massive as the dotcom era, since a lot of these companies are still printing hella money unlike many of the gambles on random dotcom companies back in ye old days, and short of some Enron fiasco, we probably won't see a disaster like that again. That being said, I do believe that several of them likely should be trading at much lower values and I wouldn't mind them getting to the points they are today had it been on a slower and steady growth over a period of years rather than just a few quarters. That's when it begins to look a bit too scary, even for someone like me who's generally bullish.
NVDA will breach 200 the moment I click buy
When the share price drops, the PE will drop along with it. There's two ways a PE drops in price: 1. A company increases it's earnings. You'll see this right after a company releases really good earnings. Even if the price of the stock doesn't do anything, the PE will go down. 2. When a share price starts falling, the P/E can't help but fall with it. For example, if NVDA's price got chopped in half right now, so would the P/E. P/E is price to earnings, so if the price got chopped in half, but nothing else changed, the P/E would also have to chop in half. The reason why I was telling you that NVDA could be a good buy with it's P/E being lower is that I think it will eventually return to a 44-ish or so P/E, which would be P/E expansion, or "multiple" expansion, which basically means investors would start valuing it more and the share price would have to move accordingly. The problem is, none of this is happening in a vacuum. There's other "macro" pressures that are going on right now. Because of the stupid high gas prices, inflation is going to seep into almost everything. Think of every product or service related to trucks/delivery/driving, anything like that. It affects almost everything, so we're heading for a high inflation environment. The problem with high inflation is that the Federal Reserve has two huge mandates. Keep inflation under control as well as unemployment. If inflation starts going wildly out of control, which is starting to happen right now, then the Fed has no choice but to raise rates. The stock market hates when the fed raises rates. The reason that the market is dumping a bit right now is for several reasons. Tensions from the Iran War and straight of Hormuz, which is mostly just because of the inflation that it's causing. Overall inflation, and then also all these massive IPO's that are happening. Some dumbos are pulling money out of other stocks to buy Space X (I personally think this is a huge mistake, but whatevs). All this pressure to get cash for Space X means people have to sell other stuff to get the money to go into Space X. The same thing is going to happen with Anthropic and Open AI. So, you're going to have these liquidity events, on top of crazy high inflation. But you also have midterms coming up. The elections in November. Trump might get impeached if Dems control both the Senate and House. Anyways... Lots of drama. If I was in your situation, I'd keep my eyes on two stocks. NVDA and GOOG. I don't think I'd buy NVDA above $185 in this current climate right now. As for GOOG, I'm personally waiting for $329 or less. Theoretically, if you bought NVDA at $185 or below, I think you could be looking at that $185 going to about $249 or something when inflation cools down and the market starts going more risk on. GOOG could go from $329 to $429, or at least $329 to $395. I also think both companies are solid companies that aren't going bankrupt any time soon. Both do have some serious risk. But risk worth taking imo. The big risk for NVDA is when all the huge, massive companies start buying less of their chips. The party will be over for NVDA and it will drop quite a bit. Probably get chopped in half. Thing is, I don't see this happen for at least 18 months. The risk with Google is just more fear around AI and search. Also, there's fear about Google going into debt and spending way too much on their capex. I think Google will be just fine. Broadcom is another one that's starting to get to oversold territory too. I like it more below $340.
Analysts really expect NVDA to hit 7.5T market cap at their PT? Tf
I'm a DRAM and NVDA bag holder.
Intel, an unprofitable company with a 100 forward PE, is +5% on a day where NVDA, GOOG, APPL, META, and AMZN are all red. The market is prioritizing companies with little or no earning. Incredible.
They just wont let NVDA go below 200.00....it's like a psychological number for the #1 Bagholder 7 stock
If NVDA doesn’t reclaim and hold 200 we are in big trouble Big big trouble
NVDA wants to join its friends in Hell apparently
Fuck NVDA, weak ass stock dragging SPY down
My port consists of just NVDA, MSFT and META and i'm still getting wrecked
Has NVDA stopped making chips?
Yo this is a company known for being delisted cause of fraudulent accounting, and its executives smuggling NVDA chips to Thailand then to China to bypass sanction. I’m staying away from this dumpster fire.
Your statement is true in general terms. But in this specific case, SPCX could have gone public at $100b or $500b or $1t valuation. But they chose to squeeze all those gains for themselves and then come to the public market at much higher valuation, where it becomes more challenging to raise it from private markets. You as the small retail investor are taking on all the risk. Did you know SPCX last fund raising was Series J in 2023 at $137b valuation? That's less than 1/10th of what you could be buying in at from the IPO. The "$1t" (or whatever it was) merger valuation with xAI was just fake made up numbers from companies largely owned by the same parties - it wasn't an inflow of capital. SPCX is not growing at the rate of NVDA or MU and doesn't have the profits, but they're going to charge you a price as if it were. And then you're still hoping to make more money off that already inflated price. I won't say you can't make money still, because there is TSLA example. But I'll just say good luck. I've made my money on the likes of AMZN MSFT MA V GOOGL NVDA AVGO based on actual financial performance and profits. I can sleep at night holding those rather than hoping an asset gets propped up more and more and more without same performance backing.
# Fun fact, if you bought NVDA shares in October time frame at the highest last year, you would have break even by today. LMAO🤌
I think NVDA will be revisiting 165 eventually. Head and shoulders if you zoom out
No I think the market is going through a temporary correction but will rebound and continue to melt higher. Run away inflation means all asset classes continue to melt higher, which is where we’re at. GOOGL NVDA AAPL MSFT can all be 7 trillion dollar companies while gold can hit 7,500 an ounce. Just continue to buy and hold assets
No good reason NVDA couldn't ramp to 210 today, which is exactly why MMs will pin it into a $1 range all day long
NVDA +1% is the most it can pump after 5% red days Boomer garbage
Buying NVDA here is basically stealing btw
they made a deal with NVDA to suck Jensen Hung
Goodbye googl and Msft 400 Goodbye meta 600 NVDA 200 will be gone soon too
>Everyone here seems to forget how much they loved him when TSLA stock was like NVDA. Speak for yourself
I am heavy in an ETF with the top three allocation being NVDA, AAPL and MSFT. MSFT is exactly the derpy head in the three headed dragon meme. In fact it single handly dragged down the whole ETF which also have INTC, AMD and MU.
Mmmm, battered NVDA chips and NVDA chips scampi. I love it. Shrimpfest is going to be wild.
Micron Tech, NVDA, Marvell Tech, Seagate Tech, Coherent Corp, Vertiv Holdings, Broadcom, Arista Networks, Eaton Corp, Taiwan Semiconductor, Cerebras Systems.
Micron Tech, NVDA, Marvell Tech, Seagate Tech, Coherent Corp, Vertiv Holdings, Broadcom, Arista Networks, Eaton Corp, Taiwan Semiconductor, Cerebras Systems, in that order.
But if LLMs don't make money, less demand on cloud and compute, and less demand on NVDA chips. It's all connected
On NVDA primary😂but you do you 🙃
Isn't NVDA one of its biggest holdings? I was just referring to semiconductor sentiment overall
NVDA is much more than a GPU seller. CUDA makes most of its moat and valuation, which memory producers lack.
Yeah, exactly. Whenever I get the urge to buy NVDA, I just buy one of the ETFs that are 10-15% NVDA instead.
Despite being probably equally regarded, I don’t think i would ever trade my NVDA for SPCX and i don’t understand why others should do it. Maybe from Tesla, same Elon narrative.
The time to rotate into NVDA to get rich quick, was beginning of April 2025. Not now, when there are sings of the AI hype losing its momentum. This looks like classic FOMO and chasing. Hopefully, you'll learn multiple valuable lessons from this. Another one being, that you either need to adjust your market activities to match your psychology, or you need to adjust your psychology (detach emotionally) to match riskier investment patterns.
Should've sold puts with strike prices below the current share price so you make money just by trying to get into a position that you want to be in anyway, and the worst thing that happens is that you buy shares of NVDA, but at a lower price, and you got paid for it! So it's actually not even a bad thing. Then with the premium you collect from selling the puts (which of course you rinse and repeat that process until acquiring your shares), at the same time, you ladder into some LEAPS, probably in the money LEAPS. By laddering, I mean that you buy in lots so you can dollar cost average your position. On a margin account, you can actually sell shorter dated expiration calls against your in the money LEAPS as another way to earn extra money. This is called "Poor Mans Covered Calls". Then of course when you have your shares, you sell covered calls. You can safely sell covered calls, you must have to be a little strategic. Anyways, you're definitely rich in comparison to what I have. Way to go, for for you!
6x? Since they don't make profit yet, let's take the Price to Sales Ratio. About 90. NVDA? 19 MSFT? 10 GOOGL? 11 Airbus? 2 The only company in the same "area" as SpaceX would be is Palantir, but they have a huge profit margin and possibly overpriced, long-term contracts in slow-moving governments. SpaceX doesn't make a profit yet and probably won't anytime soon the way they are being managed.
We will most likely be in a bear market throughout the summer but today will probably be a 2% + rip on the Nasdaq, really strong off the lows and NVDA caught huge volume and bullish price action at 200 share price today, higher than last low. Bonds barely reacted to inflation. Everything looks great for a big bounce.
I added small amounts to my MU, STX and AVGO positions. Have some additional cash on hand looking for specific buy points for those 3 and NVDA. The rest I'm holding and seeing where the market heads with the fed meeting and the space X IPO.
You could do that when NVDA was sub 100 last year but no no no , you had to buy in at 200+
NVDA $235 cost basis gang still here because what choice do I really have
# NVDA GANG Members still here & not in fear
I would rather do: GOOGL AAPL NVDA MRVL NOW
Holding NVDA call spreads has inspired me to invent new stages of grief.
Yeah, well, neither has other AI infra like $NVDA which isn't nearly as commoditized and you see how that's treated like a pump and dump.
Should have left it in VOO. I'm taking a bet on the US economy as a whole rather than a single company any day of the week. Plus NVDA is already a top holding in VOO so you already had a lot of exposure. Next time, play it safe and smart and it won't keep you up at night.
He also wasn’t Heil Hitlering when TSLA stock was like NVDA
I have been bleeding all month - lost 25% since late May - too much leverage, but all my long bets turned read - MU: PAWN, NVDA; Samsung and HJ Hynix via European ADR; AMD, all all all took away lots of money
Yea for RKLB PLTR and NVDA
Dude, this shit is almost comical how perfectly timed it is. I literally have tried buying puts at previous ATH's, and it just blows through them, and keeps marching up another 10-20%. SPY, HPE, AMZN, GOOGL, NVDA, I see it hit an ATH and think there's no way this'll keep going, so I get puts and it fucking rockets another 10%.
I was trying to scalp, yeah. Because AMZN and GOOGL and NVDA at that point had rocketed day after day after fucking day. And I bought in, thinking it would be another green day. And lo and behold, the moment I bought in, it literally went down and I have never seen a shred of green since buying in. It's almost comical how perfectly timed that shit was.
My TA suggests NVDA will be 160 by then.
Are my NVDA 190p August going to print?
Nice dude. You are killing it with NVDA.
$640k portfolio... absolutely no reason to stress. Most of us would love to be in your shoes (financially). If you are really THAT concerned, then lower your NVDA holdings... Keep enough cash to pay your taxes in a high yield savings or money market fund. Buy VOO & QQQ with the rest. Then, stop watching it and enjoy your ~10% yearly gains. The hard part is over, you are at the easy part! Just lower your risk...
Wow NVDA pumped all the way to 200.80 🥀
Bought NVDA calls when it fell to 209 at close will these print? 190p for August
thats the second large tech company in 2 weeks to raise money for data center. That is combined 120billion between them and google. Not including Microsoft, Amazon, Meta, hyperscalers, etc. Semi hardware is on sale right now, you're going to feel like a dumbass if you miss out. Specifically $LITE, $MRVL, $INTC, $NVDA, $AVGO, $MU $SNDK $WDC ton others that I'm missing but for real they are telling you they are raising Capex. That money is going to companies.
I’ll give my perspective, whose portfolio is heavily weighted in NVDA also, just with a very different cost basis of the $12x range due to buying overtime since 2017. I won’t repeat what many said about your cost basis as we are in a bit of a pullback. What you do need to start doing is holding through until things stabilize a bit. I sell CCs on NVDA and I won’t deny that premium isn’t great due to the downwards trend so yes it can generate some money for you, it can also run against you if it isn’t well timed. The macro situation of the world unfortunately isn’t helping at the moment. The good news is that you have shares and not calls. If you’re able to, start doing the boring re-investing into VOO and let it build again. As someone who bleeds the unrealized on NVDA daily, there’s beauty in diversifying because things are great when the market is bullish, rotation assets can be challenging. Just try to hold out and you should be fine eventually.
NVDA will make a quarter trillion in a year and it's market cap is 5 trillion. Thats like only 20 years or less to cover it's Market cap as if it was being bought today.
Pets.com ain’t NVDA lol. The analogy is right on paper but when you compare the financials of company’s in the dot com bubble and the financials to today, it’s not close.
I don’t advise selling CCs on NVDA this way, now isn’t the time to be selling calls like that almost a month out. You’re not getting much premium atm as I recently just sold some 207.5s that expired this week. I also have been invested in the company since 2017 so my costs basis is very different from the OP
I sold around $600 of NVDA in 2004 / 2005 😶
never thought id see NVDA below 200 again yet here we are