Reddit Posts
Nvidia customers notified about AI-related price hikes above 15%
Has anyone had consistent success with the 'retirement trade' strategey of a morning reversal trade?
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Nvidia in Talks With Chip Startup Rebellions for Potential Deal - Bloomberg
Earnings week watchlist — these are the ones I'm watching next week
I built a free dealer-gamma + live options-flow terminal for SPX/SPY/QQQ. No signup. Tear it apart.
NVDA is getting a fresh China tailwind after limited H200 shipments were reportedly approved for ByteDance and Tencent, but the upside is still capped by restrictions on both sides.
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
21M, was up 101% YTD, sold half of everything Monday. Regard?
The queen of circular financing: $NVDA shelling out 105B to build a datacenter with SB Energy that uses NVDA chips exclusively. OpenAI is supposed to rent it after construction.
My bullish thoughts on Penguin Solutions $PENG and why I've been buying - CGPT edited
NVIDIA (NVDA) steps on the brake with AI spending, cuts in half AI guarantee commitment to OpenAI!
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
NVDA Dynamic Analysis: Ignoring Lagging RSI Noise
Are UBER and NVDA becoming more connected than people realize?
If You Could Only Buy One Stock Right Now, Which Would You Choose?
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
Chilling with this nice, chill green portfolio stretch today
Is this AI hardware dip worth buying, or just FOMO?
Why are these prices so out of place? APO ticker
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
Mentions
So, NVDA to open 240 would just be a normal market repricing. Why i have a bad feeling?
If my NVDA bags don’t pump on Monday i’m suing you for false hopes
Bro, I'm 98% cash, and IDGAF about FOMO. I'll buy GOOGL, AVGO, and NVDA if they keep dipping, but the rest of the market is going to crash constantly under this crazy admin and their shenanigans. I'm honestly looking forward to the 20% correction coming in the next 6 months.
I have 10k shares of NVDA... In my play account...
Only thing making my NVDA 28th call losses bearable
\> The hyper scalers and hardware companies are selling compute and they will sell even more if token costs don’t exist. 100%. But you know who are currently the biggest customers of almost all the hyperscalers, AMD and NVDA? OpenAI and Anthropic
Calls on NVDA day, close on IREN day lol
I'm not saying, I'm asking. It appears to me everyone says wait 15 minutes and mark the candle. but when I do that it seems irrelevant. There is a combination of news and data flowing in the morning that sometimes means that you need to just ride the momentum wave in whatever direction the ticker is moving. Beginning of the month with SPY moving up for a couple days meant wait a few minutes and then start buying calls and then sell them a few minutes later. But that only works for so long. What do you do when the markets are in the churn? It seems to me that NVDA and SPY typically do a little morning swing a couple days a week. I saw this 'strategy' promoted and thought it made sense. I have been trading options just long enough to know I need more information. I would like to be able to make a little every now and then to supplement any income I have. This seems a lot like what I normally try to do. I just need consistency. What consistently works for you? I usually wait for a reversal and play the trend. But it does not have consistency for me. Mostly because instead of cutting my losses right away I double down and fiddle with my stop losses when it doesn't work. I was hoping I would get some pointers on reversal trades and while a couple responses have been helpful and sincere, it seems a few blank profiles would rather just BS about whatever. Which is cool, I mean, internet points are still points, right? But mostly I am looking for reliable entry and exit strategies on trend reversal trading.
Canada waiting to dump on NVDA. They know if they shake it up everything else will fall
I mean, you’ve already acknowledged that gaming YouTubers are more effective at propaganda than the CCP. If they can shatter American hegemony, what makes you think tech stocks stand a chance? Oh right, this isn’t r/noncrediblediplomacy; bullish on NVDA
or flat until NVDA,PCE,Jacksons asshole
What would it take to actually move NVDA at this point?
if you believe that, then NVDA is the freest short in the world. time to start up that position!
NVDA going into earnings with the lowest forward p/e in 2 years. This blowout is about to feed the masses
TLDR: AI isn't being adopted broadly in tech anymore. No industry has boomed via AI. The future they are promising is a dystopian one with mass surveillance and a datacenter in each city, burning Venezuelan and Iranian oil to farm your data. Nobody likes AI, nobody has money to buy stocks off the bag holders. Short NVDA, SNDK, ORCL Not financial advice ;)
how we feelin for NVDA earnings
NVDA numbers gonna smash but they will likely drop their projections stating a strain from economic headwinds.
Once again, everyone’s treating NVDA earnings like the Super Bowl. Once again, the stock will move 0.4%
why has NVDA not run up this time, should we be worried
NVDA peaked threads and bond yield doomposting on a Saturday. You guys really said 'I could be at a barbecue right now' and chose this.
NVDA and Cerebras have very different thesis, NVDA try to make the smallest nanochips while Cerebras deals with ultra-large chips. Cerebras is interesting exactly because it doesn't directly compete with Nvidia lmao
Are we at peak NVDA?
In light of the upcoming earning for NVDA and MRVL, would you say a full port into those two tickers is valid?
Long 20k NVDA 2001. Ignore BTC 2012 - no one wants a digital currency!
Mega dump on Monday and it's up to NVDA to save the market once again. A tale as old as time.
NVDA gonna be most important to see if the AI circus continues
NVDA, MRVL, IREN, finally a week with some companies
I know I'm going to regret this, but I'm considering going in on NVDA at least a bit before Wednesday... Suuuurely it'll go up this time with a stellar earnings report, right? ...Right?
Here is a fun one; NVDA and MU fair val and what in the future, and how do you feel about the shenanigans around GME and their current valuation?
NVDA puts = guaranteed free money?
This is exactly why earnings trades are dangerous. You can be completely right that $NVDA beats and still lose money. Expectations, guidance and implied volatility matter more than ‘beat vs miss.’ I’d separate the company thesis from the binary earnings trade.
Please papa 🥭, burn the market to the ground over the weekend. Let my NVDA puts print bigly please
All depends on NVDA earnings next week
Ngl, I don’t have the balls to play NVDA earnings anymore lol
OH, My mistake, I thought this was WSB where people gamble on 0dte and shit like Virgin Galactic hoping to score a multi-bagger on the flimsiest of hypothesis. All I'm saying is grab some SLS exposure because either up or down the name is going to be volatile in the next few weeks as they are on the cusp of concluding a drug trial that will either a) lead to a buy-out and possibly 25-30 share price b) lead to a complete wipe out of the equity holders and thus an opportunity to take the other side. Pick a side and put down a few thousand. After months of sitting around watching NVDA, MSFT etc do nothing It can't hurt to "Live a little".
Big gambling next week, CRWD and NVDA calls for earnings, betting they go back to ath off earnings
* "Construction, power, cooling, networking, or acceptance delays." \-They're delivering, they have the nearterm grid energized and secured in Texas and are not effected by the recent audit. NVDA partnership de-risks GPU supply * Further large equity raises or dilutive financing without clear high-ROI deployment. \-Capex models have returned \~ 2 to 5x per $1 spent on GPUs, 7.6B cash on hand current. contracts are coming in with 40-45% GPU prepayments included. the $500B financing NVDA is lining up should be a tailwind to not resort to dilutive financing coming up. This is financing specifically for NVDA DSX architecture, which sweetwater 1's 1.4GW site is a flagship for - Iren is likely to be a direct beneficiary of this. * Weaker-than-expected AI revenue mix, higher costs, or guidance that pushes the ramp later. \-possible if there are delays * Negative industry developments (GPU shortages, hyperscaler spending pauses, competitive losses, regulatory/power issues). \-regulatory should not be a problem per rebuttal to point 1. Demand is outpacing supply, GPU shortages could be an issue. Hyperscaler CAPEX actually is only loosely tied to $IREN - entirely dependent on if they are seeking a hyperscaler contract or continuing to increase their diversified mix they already have contracted for 2.8B. While Hyperscalers a large part of the demand, a lot of compute is still needed outside of their demand: healthcare field, etc * Short-driven volatility or broader market risk-off (especially for high-beta names) \-always a risk "high valuation" is debatable when they're under the MC for current backlog, have 7.6B cash on and have 2x capacity coming online in 2027 to be contracted. I always recommend right sizing a position to your risk for it. With 30% SI in a highly volatile name and one thats gone through a slight recovery after Leopold got liquidated to trade at what's been support to launch off of for \~10 months But outside of the investment thesis: this is shortsqueeze and what matters more is unleveraged longs tying up the float to squeeze the shorts when they can;t find panic/forced sellers
Any chance NBIS gets mention in NVDA earnings call 🤔🤔
what are catalysts next week? besides NVDA
I got 255k in NVDA at 1200% gain. Is it dumb to just pay off my $15k car loan I financed immediately? Nvidia is 5.3T rn and I could wipe this bad boy clean
fuck, let's see if NVDA can save the market next week
You know what guys I don't think NVDA calls for next week where a great idea
Thanks, buying NVDA puts ahead of earnings. Best of luck fellow regard!
Along the lines of NVDA buy the 215 call Sell the 215 put Add the 210 / 190 put spread for protection And after earnings / adding the 230/240 call spread .. Is that a similar position to what you have on?
Usually NVDA drops after earnings. So puts
Hopefully NVDA and MRVL can bring some positivity.
NVDA will cause the Great Depression 2 electric boogaloo
Any chance that NVDA breaks the trend and goes up post earnings?
You about a week or two early. NVDA earnings gonna tank the market next week.
I DCA'd on both NVDA and AMD to below $100 on each, now holding 250 NVDA and started selling some AMD (had 172 shares total) only after $295 and still have another 50 shares left. DCA only works if you still believe in the company, don't hold onto dead money/stocks on a company that's burning.
Jensen going to put his leather jacket on, give us huge numbers and a great forward guidance that will send NVDA back to 200
I've pivoted to NVDA, full port on stock.
Either way, even if NVDA pumps, semis and memory will follow
Hedgies don't want to load up before NVDA ER, so volume has been weak. Next week the option chain should be pretty wild in semis and volume will pick up bigly. Since they already retraced in July, its likely be the start of next leg up if there isn't a midterms market correction
Nobody is forcing you to sell at low and buy high. If you buy quality stocks at a good price based on real valuation, you can make a lot of money no matter what the "top players" do. That guy got fucked because he gambled with leverage. If you buy NVDA when chatgpt came out, you would have 10x'd your money no matter what the top players do
\> Anthropic, which buys chips from a variety of sources, including Nvidia, Google and [Amazon.com](http://Amazon.com), has indicated recently that it wants to build an in-house silicon business These motherfuckers can't just buy the NVDA chips? Isn't Nvidia giving them enough money anyway for it
Who bought my SOXL $126 7DTE today? I hope NVDA earning pumps it so you get a lot of money
its best to start with volatile stocks that you believe in the long term. it could be NVDA, ADM, TESLA, XOM, NEM I think my first option was google and then 2nd was intel. and I'd not focus too much on strategy, it will come later after you're sure about the direction you're going. find one stock and buy 100 shares and start selling short duration calls for couple of weeks. you'll learn more buy watching and doing than reading comments. (you'll learn from comments but its like learning to swim by reading instructions. but once you know how to swim, come back to text and you can learn how to do it better)
That’s what I’m counting on. But man NVDA looks like they’re going to post bonkers numbers. Street might love it this time around
NVDA dumps, but semis and memory pumps
Past performance does not guarantee future result But if we look at SNDK before NVDA’s earnings previous quarter, it also a consolidation period for a couple days before mooning right after NVDA’s earnings
every soul under the sun is expecting NVDA to hugely beat expectations and then tank anyways after that therefore this is unironically actially priced in and NVDA will pump instead
All depends on NVDA earnings next week
He’s selling right before NVDA earnings? Interesting
"someone" sold 17MM $NVDA shares on the aftermarket, that's almost $4B
Last NVDA I was right about it going down but got IV crushed.
What's with that monster aftermarket selling volume on $NVDA? GPU not relevant anymore?
Got a shitload of vix calls they were dirt cheap today. Guessing it spikes next week with Jackson Hole & NVDA
Why the NVDA calls not working? 😕 I think mine are broken. 🤔
Down -$7k on my SNDK calls today while it trades flat NVDA earnings next week will determine semis faith
Thinking about AMKR for next week. It’s beaten down after Q2 earnings, but it beat. And it’s partnered with NVDA for packaging, so thinking a NVDA earnings bump :hmmm:
Yes, NVDA earnings will determine
Next week is dedicated to NVDA
What's one to watch next week besides NVDA?
Memory stonks trading sideways until NVDA earnings
Those numbers don't really work. Yes, you're getting an impressive-looking % ROI, but you're tying up your resources for a ***long*** time to get there. And you're beheading the possible long-term gain. NVDA is double what it was 2 years ago. It seems likely that it's going to be way over 150 2 years from now--and you're getting none of that. I've been doing bull call spreads for years, but I rarely go more than 3 months out. Similar returns, admittedly with more risk, but a much shorter payoff time.
aye yo whos buying NVDA before earnings >_>
Sitting on 950 shares of NVDA
Nvidia $NVDA İs reportedly in advanced discussions to invest several hundred million into data center power developer Cloverleaf Infrastructure, per the WSJ, with the firm having a pipeline of over 10GW of power. Beth Kindig
How many NVDA Stocks have you buy? Hold It. Sell IT before Xmas and buy you a present
!banbet NVDA 190 7d
Typical dude. I buy in and the position tanks immediately. Doesn't matter if it's puts or calls, stock or options, leveraged or not. It goes down. I bought into SNDK overnight, it tanked at open. I sold at a little under break even on the rebound. Moved into AMZN, shit dropped immediately. I sold for a little under break even on the rebound. I closed out the day buying into NVDA stock, that shit dropped and I lost 500 in 5 minutes. Still holding though. Shit is just fucking stupid as hell. How in the actual fuck do I have this much shit luck.
Me: buys NVDA calls NVDA: goes down 6 days straight in for the first time in 4 years Good shit good shit
My NVDA 250$ will Print next week . RIGHT!!!
NVDA move is to wait until after ER and hit it hard with calls. Let it tap $200-205 first. Then they’ll run the shit out of to $250. Not before they trap ER call holders first.
Calling it now - NVDA will beat estimates and the stock will drop afterwards.
What happens with NVDA next week? What about RAM and other AI trade stuff?
Just noticed NVDA is red wtf
NVDA going to tank us with great earnings next week, it's weekend enjoy it with your favorite brain chiller. I am out.
we blasting off next week - and after NVDA earnings. To the moon!
NVDA down after last 4 earnings
Flat until NVDA ER and Jackson Hole?
NVDA sucks ass man but it’s my whole portfolio