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
My boy pls bless my 4557 NVDA shares and take me to Valhalla
Yeah, as much as i'd urge caution with tesla, pltr is one thing hey may be right on, but NVDA? Why not pick a name that sucks, or is weak. Picking a fight with a company that actually does something, and is strong seems like a bad idea.
For GOOGL, you will pay a premium with the high PE ratio... Given its high price tag, I am guessing it will trade side-ways for the next 6 months to year just like NVDA. If you want stability, but less likely to make any real money, then NVDA and GOOGL. If you want a chance to make 20%+ on your return, then MSFT, META and AMZ. I wouldn't touch AMD :(
Just move this position to NVDA. Did you not see the Mag7 CapEx?
I've got good news and bad news. Good news: I invested early (2008) in NVDA and I've been loading up on RDDT lately. I have the same optimism for RDDT that I did for NVDA. Bad news: It took a decade for my NVDA shares to really take off, lol.
Well you certainly aren’t providing any actual information. You threw up “the largest companies are down like 20%, 10%, 15%.”……….and now, “basically all of the mag7 was down in the ranges that I provided.”……… You literally didn’t say anything. Who’s down? In what time frame? Down from what? Maybe go look how the last year looked for these companies. Only Amazon of the Mag7 is down over the year due to the big drop today based on earnings reactions. Shit, Google is up 60%, NVDA is up like 49% And I know what’s going on, that’s why I said stop posting BS. So many people right now like yourself have no idea what’s going on but for some reason are calling everything a crash.
Don't you want to be on the other hand of AMZN and MSFT's cash donations? Between those two, I think it's over $300B in capex. NVDA's the big one, then you've got MU for memory, then the smaller ones like NBIS and IREN.
NVDA, AMZN, and AMD. All had crazy crashes and now theyre in recovery move. I went up 40% today thanks to some options
If you want to be in the AI race for the long haul go with google. It's the safest bet. If you're looking for other alternatives to on an AI play i dunno. NVDA is obvious. AMD, whoever builds data centers, energy companies. These bad boys are gonna suck up some juice when fully operational.
NVDA going to $300 by end of the year.
NVDA going to be $300 by end of year.
What raw materials do NVDA et al require and where do they get them from?
Who is AMD working with? Their PE is sky high right now. They need to take a pretty huge chunk out of NVDA to make a difference before the hyperscalars have moved on to inference.
Every major tech company involved in AI development just said they're doubling capex for AI. On top of that, SMCI blew their earnings away and their share price popped, what, 13%? All that despite their margin nearly getting halved, which makes me think NVDA is passing increased input costs to its customers. *But one of the lines is pointing down.* Fuckin, what?
I’m long term AMZN and NVDA
Just for the scale of things, $660 billion is 55 nuclear power stations, each with two 1GW reactors, which takes six years to build each (for China, three times that in the west). Increasing NVDA market cap by $660 billion is sustainable in a market powered by imaginary dollars. But spending that much in real economy, on top of its usual activities, it a colossal undertaking. The Jacket is in error where truth in involved, but the choir of true believers sings his market cap up high. :)
Same here, short NVDA and PLTR. Feels like late cycle positioning with a lot of optimism already priced in. Everyone’s convinced AI only goes up which is usually when the market starts reminding people how cycles work. Solid DD
I slept last night, planning to wake up and buy NVDA calls. Woke up and bought SNDK calls like a retard.
I’ve got sizable positions in NVDA and have been buying NVDL too, so was fine letting this one go. But I totally agree.
I get certain tools provided by companies like Zoom can be templatized. But for any AI company, don't you need a MSFT to host? Or are you saying that the 50 companies reliant on MSFT are going away, and only 1 (Anthropic) will be their customer so they've overbuilt? Why isn't MU crashing...maybe it will, maybe it wont. Why are all the AI foundation stocks needed if only a handful will dominate? I mean is NVDA going to have a handful of customers?...then it'll be the short of a lifetime because of the momentum/popularity.
I watched SNDK and PLTR all day for them to do nothing while NVDA rocketed.
I needed to free up buying power this morning and of course I choose to sell my NVDA and NVO
No it's not. If market is efficient, NVDA should be over 200 by now, and Tesla should be way lower.
NVDA AMD and all other shovel stocks will benefit from those spendings from GOOG, AMZN etc 🤔, new ATH incoming?
NVDA earnings is the real superbowl
Damn sold my NVDA calls early and rotated to puts. You’re welcome if you have calls!
It fucking has too man, NVDA has been flat forever
Feel like that was our liberation day 90 day pause moment and then we’re off to the races NVDA probably starts the neg leg up
You’re not wrong on memory being the bottle neck, but at $170 it’s crazy to pass up NVDA. I was buying FORM all last week though. Worked out. Looking at COHU and PDFS for next week .
NVDA's AI strategy is better than Google's and Amazon's.
I trust Jensen and NVDA. I put quite a bit in there.
Google “more CAPEX” Amazon “more CAPEX” Wall Street - icky NVDA - “we are going to 3x Amazon CAPEX” Wall Street - YES!!!!! BUYBUYBUYBUY
That's why $NVDA is your best bet
Yeah, my go to is NVDA calls and I missed good dip this week because Im a scared broke bitch
Makes sense, I wanna start derisking too. Sold some TSMC, will sell my NVDA, MSFT, META, AMZN and RDDT when they go up, maybe 20% from here. My INTC and SMCI are probably close and I should sell some. Same with defense - NOC and LMT
I unloaded my 50 NVDA calls at top today, which only means it will go much higher
It could easily get repriced by the market violently. Who knows? Obviously long term NVDA will be fine.
Why sold TSMC? It's at ATH but shouldn't it continue to do well considering NVDA 's backlog?
Ay I entered leaps puts on PLTR and TSLA last week. Added to the positions today. NVDA setup is excellent as well but I just don’t trade it, already a long term hold. What’s your price target for TSLA? I agree with $100-$110 target for PLTR.
Very marginal IMO — I feel the big bucks is the inference from GPUs and Anthropic is using NVDA and GCP TPUs https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services They definitely are using AMZN as well for other things I’m sure (and heck probably using what they can since demand for GPUs is so high) but they’re not vendor locked by any means
Quick, everyone sell NVDA and buy AVGO instead!
Is Burry still shorting NVDA? 😂
Soooo... BBAI & CRWV moved earnings from next week to 2+ weeks later then they showed on monday. NVDA 2/25 and now CRWV on 2/26..... maybe NVDA will announce they are buying CRWV during their call 😉
JCole said his brain was trained with Nvidia chips. NVDA 300 EOY
Just need NVDA to run for the next few weeks. Not asking for too much.
Really bad news all around except for today. Some regards yolod a lot on calls for the big names (NVDA) which pumped the market beyond expected for a relief rally.
Dropped $300k on NVDA shares yesterday to swing up bigly now. Its probably going back to 190s, I think it has momentum to hit 200 again though not sure if I hold or sell
Inclined to think part of the other mags being down was everyone rotating into NVDA
NVDA guidance is going to be fucking godlyyyyyy
NVDA $220 End of next week https://preview.redd.it/ppq6qsluuxhg1.jpeg?width=1079&format=pjpg&auto=webp&s=00dee8050c59b7ff27d5217a9d23407df1614c97
Whoever got NVDA 0dte calls....+2000-3000%? #Con-fucking-grats
Honestly NVDA looks extremely extended rn. As dip before earnings is a must to follow imo
NVDA might be "mooning" to a certain degree today, but not really AMD. You'd think both would be close to a 52 week high with the ridiculous spend that's already been confirmed
A performance for the ages from NVDA
NVDA ber, where are you?
Looks like you are already up on your NVDA leap. Nice. For CC i believe 30-40 delta is recommended.
I'm telling you, Fam. CapEx is going full regard - NVDA/SNDK to the moon! https://preview.redd.it/7pza6pf7rxhg1.jpeg?width=1079&format=pjpg&auto=webp&s=931c0c737a20cc941b3c0b5982e95cc33de4e7cf
Nobody wants to be the fund having to explain to their clients why they didn’t increase their NVDA position after over half a trillion of CAPEX commitments. This is only the beginning.
I missed NVDA at 170, but at least I got in at 180!
NVDA basically added 1 MU today to its mkt cap LMAO
NVDA casually adding 300B mkt cap in 1day
NVDA TSM ASML . MSFT GOOG TSLA and META will go sideways due to capex impinged earnings. In 2001 after the crash in internet stocks, there were only three or so winners at the top of the S&P 100. CSCO IBM MSFT AOL etc went sideways.
My top weekly calls for next week, not gonna hold for longer than 3 days: 1)Calls on anything that goes into a datacenter particularly 450 MU calls 2) SLV 78 calls 3)META 680 call 4)NVDA 195 call Gonna roll any profits into GOOG leaps
Yes, but I don't think it can stay there forever with all the capex announced. NVDA earnings are going to beat hard. Forward PE is around 20 now. Everyone knew there would be massive amount of lithography machine orders for ASML but it was trading for a year sideways for months because everyone wanted to catch the bottom. Looke where it is now...
I am once again back to break even on NVDA for the 30,000th time. If I were smart, I would bail out here. I'm not smart, now please moon for me?
This might finally be the time the guy that keeps posting shit about backing the truck up for NVDA is actually right for a change
NVDA’s chart: VvVvVvvVvV
If I had to pick just one and then literally ignore my account for years, it’s probably MSFT. Not exciting, not some crazy upside story, just stupidly solid. They sit in the middle of everything. Cloud, enterprise software, AI tooling, locked-in customers that are not switching any time soon. Even when tech gets punched, MSFT usually bleeds less and recovers faster. GOOGL is cheaper and I get the bull case, but they always feel a bit messier execution-wise. AMZN has upside if margins expand properly, but you’re betting on management discipline actually sticking. NVDA is obvious but also obvious risk wise, it works until it doesn’t. If you’re struggling to pick, that’s usually a sign you want the ETF instead and stop thinking about it every week. I’ve been writing about this stuff from a normal investor angle, nothing fancy. It’s on my profile if you want to check it out.
Finally get to look at some news. NVDA is the beneficiaries of the record scarey Capex spending ?
CAPEX spending up by \~$150 of billions more than expected already for FY26 ergo: Buy SNDK (or MU) and NVDA (or AMD if you're stupid)
Regard play: I’m loading NVDA weekly puts
Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.
>I was originally looking at $350 strike, but that’s a little steep for me and above 10% of my portfolio. 1. Would you rather be in a position where 10% of your portfolio went to 16% of your portfolio, or where 7% of your portfolio went to 3% of your portfolio? 2. If you can't afford to make a good trade, don't make a bad trade. For $7,062.50 (versus your $6,900) you could buy a NVDA $135 (82 delta) with the same expiration. I know what I'd prefer to own. You?
NVDA gonna drop soon innit
watch them rug NVDA to $180 by close today. im buying some 182.5p 0dte for the lotto play
One difference i see for AI is lots,of tangible bad news.. Before it's been things like MIT studies, Trump actions (never happen or reverse). Even good news like AMZN capexp being greeted so negatively should ultimately tell you belief in AI is eroding fasr... Yes, at first level, it is,positive for NVDA but at the next level, is it good for NVDA,if they market thinks it is,foolish? Gold/silver?.. Confusing on Warsh (trump crony or independent?)... Trump idiocy having is thill alive though
I'm back up to 2.17M right now. Last night I was prioritizing which longs to liquidate to avoid margin calls this morning, but market bounced back strong. I have short NVDA puts at 180 and short IREN puts at 45 at the moment, if IREN puts expire out of the money today I will be ok cash flow-wise. My #1 priority is getting rid of all my short option exposure, and then there are a few names that I will get out of once they go a little higher just so my cash balance isn't so negative (borrowing 2.8M right now to fund longs). Still overleveraged and getting margin warnings but no where near where I was post-market yesterday lol.
Is it crazy that I’m considering selling all of my NVDA today with a $120 average
Why does NVDA always report late is this by design
Thank you NVDA for completely saving my portfolio today
NVDA up more than MU...what happened to this world? This is not the market Im used too.
Just looked at NVDA, Jesus fuck how much market cap was added today?
Wonder if the 185 NVDA CC I sold last week will expire worthless today. The stakes are extremely low but this is vaguely exciting.
Real answer: This is how the big shots shakeout the average joe. Let's say I manage multi million porfolios (many portfolios). I can make the markets drop by selling many NVDA stocks for a span of 3 days. You get spooked and start selling too. I then buy back at lower price. Now if you want to get back in since you're seeing that I'm buying a lot. You need to pay at a higher price since you sold the dipped. With that being said, not everything is news. You're hearing all about how AI is done and what not. Imagine companies investing billions into AI and all to be over in a couple of years. We're barely scratching the surface here with AI. Right now we're in the trying to get the software portion ready for commercial. On top of that new laws are coming out for AI in which companies have to adjust to. Data centers are still growing in numbers. So when you hear that people are selling because AI is over with, youre getting information from people who don't t understand how industries are born and grow.
I bought around $8.60 so its been a brutal couple of weeks but I think their attachment to crypto is exaggerated. I think they have a lot of room to grow internationally, plus prediction markets are the craze and they are expanding into that. I think WeBull will always be the little brother to Robinhood same as AMD to NVDA, but valuation wise it just feels like a no brainer right now. ...also Im bagholding hard lol. Sold some covered calls but not even close to breaking even off them.
I had the exact same thought. Semis and AI infrastructure stocks should have absolutely exploded when hyperscalers announced Capex. Made zero sense to me. So….I full ported into NVDA, AVGO, & CRWV as soon as I saw Bitcoin reversing last night after hours. Nasdaq was at -1% at the time. And now Nasdaq is +2% and my portfolio is up 18% today …on shares only.
NVdA literally saved my ass today. I had 0 cash left and was going to take a fat loss to free up capital. Decided to see how today played out and NVDA got high enough for me to sell at breakeven. More gambling on MONDAY!
strange, market is pumping but NVDA is backing off some If it turns around, SPY 690 easy
should I hodl NVDA 4/17 calls up 30% or take it and run? It has fucked me every time I’ve played earnings. Is this time different l?
Now SPY is climbing without NVDA pulling it up. moon easy. 2% day, maybe 2.5
Didn't hold NVDA cons... Missed out on 4k. FFS
Your NVDA $185 Call is In the Money 💰💰📈📈