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
48.3% mainly helped by NVDA, ASTS and RKLB. NVDA is now fairly overweight in the portfolio
NVDA still cranking out chips tells me that it ain't stopping anytime soon. Green by Monday
On Stocks 2x sp500… Hit 40% on VALE by buying Jan 2025, still holding, pulled principal out last week and playing with house $. NVDA was nice, bought more under $90 thx to orange man and sold around $200… same thing, yank principal out and play with house money. ORCL… bought pre 2025 and sold (at height to get principal out). LLY… went big at $650 level and pulled principal out at 1K ATH level. Traded FCX after Indo mine flood… made ez 20% holding 4 less than a month. Had 1 spec loser too! LUCY… LOST 3K on a you know better friend says buy and I’m 3 sheets to the wind trade. Great year for sp500 stocks but glad it’s over. Oh, also made a nice 20% gain by holding FIG less than 40 minutes on ipo day.
+22% because my cost basis in NVDA is $20 lol
NVDA bro gonna rip
Don’t worry tomorrow evening there will be a flurry of rate cut news, media about tech companies buying billions of NVDA GPUs, some random OpenAI news, probably something about a quantum “breakthrough” and then some random shit about marijuana being rescheduled (nothing will happen except pump some weed stocks)
NVDA flat for the last 3 months and finishes the year at (just) 35% after all the hype.
My NVDA dividend is paying for my first drink. Happy New Year everyone.
Would love to see what 11 and 12 were. Hoping not NVDA. I’d bet on these up through number 8
Up 25.62% overall Invested in: TSM - 34.9% since June NVDA - 30.8% since June VEQT - 14.3% since June VDY - 4.2% since Sept
I got 80% gains in CCL, roughly the same in WMT, 42% with NVDA, and 50% in just two weeks with Intel. I also got market gains since I primarily invest in the SP500. Solid trades this year!
Why would you bet on CES being a catalyst for NVDA when everything is already known about NVDAs roadmap. There will be literally 0 surprises coming from NVDA during CES'26 and it will hardly be a catalyst for them.
Ironic that without PC gamers NVDA would be bankrupt years ago yet Jensen keeps fucking them each hype cycle
Ima take NVDA CALLS let’s see
Solid 56.62% carried by RKLB, PLTR, ASTS, NVDA, and Google
Constant Currency Return (USD): 24% Actual Return (AUD): 15% Holding NVDA, GOOGL, AAPL, META, MSFT, AMZN, TSM and MU.
Yeah I did the same thing with NVDA, but in 2005. Split adjusted cost basis of $0.12 per share, smdh
142% driven by ASTS and NVDA mostly
> SCHG I mean, those hold different assets. May as well say NVDA outperformed VOO and SPY.
36% YTD biggest gains came from SOFI, ONDS, GOOG, NVDA, and TSM
66% thanks to NVDA, GOOG and TSMC in my brokerage account. 10.5 on my 401k which is more risk averse.
\+20% 70% ETFs but NVDA and RIVN helped me outperform. Hoping to keep improving 2026!
I'm really surprised no one has mentioned FSELX. It's Fidelity's semiconductor ETF. It holds all the big names in AI and has incredible growth over the last 5 years. I'm holding it longterm. I buy it in my Roth IRA and it's my all-time top performer. With that said, FSELX is heavily weighted in NVDA and will be a direct casualty of the "AI bubble" popping *if* it ever does.
Up almost 38% YTD. Holding NVDA, GOOGL.
I think NVDA should finally get from 180 to 181 in 2026.
My NVDA is up about 50% for the year. I also bought a lot of SCHD which underperformed bigly.
the only stock should be red is Tesla not META, not AMZN, not NVDA. TESLA!
My March NVDA calls were up 1.2k today now they’re flat 🤣🤣🤣
There are maybe 30 AI companies that have a long way to go. Stop just looking at NVDA.
Dude, did you just flip the NVDA ticker cause you’re dyslexic?
I see we’re bouncing NVDA around the dotted breakeven line now for maximum theta burn on both sides
Just got out of my NVDA calls I’m sure it’ll take off to the upside
Who the fuck had losses to harvest on NVDA
NVDA going back to being the shitty stock it has been recently
NVDA under federal investigation
Not only identifying and buying, but holding is also challenging ! Believe or not, I bought TSLA at $41 and NVDA at $55, ACHR $3 - both way before all splits. Had I held those, I would have now multi-millions, but sold them after making appx 100% growth (big mistake). Anything you buy, hold long, esp growth companies.
Wow this market is horrid, NVDA just trading sideways for the entirety of market open after it dropped
Feeling good about it myself. I've got about 1/6 of our portfolio in Tech's as we're retired with income needs. NVDA, MSFT, AVGO, Google, TSM. I think we should see further growth amongst these in the conservative order of an average of 20%+. Going to be a choppy year. I look forward to rotating into AI users whose margins show significant growth. I also would like to see some of these beasts get less stingy with dividends.
You guys see that move on NVDA? Wtf it's crashing. Went down 20 cents
NVDA still hasn’t moved a full dollar in either direction since the first 10 minutes
Just look at the NVDA stock price and that tells you all that you need to know.
the easy fix for Chinese firms is, buy 1B in NVDA chips, AND, buy 1B domestically... if you have the cash, why not. Can anyone put 2 million H200 in context? Is this a 2% rise in total sales?? or a 20% rise? I suspect it is fairly small, overall, and since TSMC production is sold out and prebooked years in advance, how many can they reasonably build per year for the next couple of years? Many questions, not many answers.
if that article is accurate. If those "sources" are correct, this is wonderful news for NVDA and will allow their growth rate to continue to move higher.
2x leveraged NVDA etf is no longer my best friend hello inverse 2x TSLA etf this must be what r/bogleheads feel just lameness
These stocks are already at the highest especially TSLA GOOG. And where is $NVDA lol
Sounds like you've got a clear framework now: \- 65-35 ETFs/stocks makes sense \- GOOGL as a "safe stock" is fair - it's basically 5 companies in one \- barbell approach (safe core + speculative 10x bets) is a legitimate strategy \- 7-10 stocks keeps it manageable on trimming: if you're moving to 65-35, the math kind of does itself. trim PLTR/NVDA/RKLB until you hit that ratio, move proceeds to VOO. on the 7-10 stock limit: if you're hunting for 10x, the new additions (LUNR, ASTS, IONQ, etc) are where that upside is - not the established winners. so if you need to cut, the question is which of those speculative bets you have most conviction in. sounds like you know what you're doing, good luck.
I’m tired boss. Can someone tell me if NVDA is the hedge against this shitty market. Shits been steady at 175 and haven’t seen it drop massively since liberation day.
First of all, thank you for the detail reply. You are right, my initial strategy was to keep stocks as 15-20% satellite allocation. Even within that 15-20%, mostly allocated to Mag7 stocks like GOOGL, NVDA and AMZN as I had strong conviction on tech future. I also added a few high risk stocks (hoping 10x). PLTR and RKLB worked out (a couple other did not that I removed last year but also wasn't invested as much in them). While initial strategy was 15-20% stocks, I am not married to a single strategy. That was my initial strategy as I was staring new. Now, I am looking for a medium-risk portfolio that includes "let winners run" + "find other 10x stocks" + "safe ones - ETFs, GOOGL". I am trying to find another 4-5 stocks that I hope would 10x and even if I hit a couple of them, I would be good. That's why you see the new additions to my stock list. I know this is easier said then done, but even if I get to 3x on avg in 3 years on these new stocks, that's not bad. I know that also depends on overall market - and I am generally strong emotionally (I have been buying every time there's a mini crash). I think I can trim PLTR, NVDA and RKLB a bit more than my original suggestion and move part of it to ETFs and rest to other stocks. Maybe bring ETFs-Stocks to 65-35.
My NVDA puts are about to profit in the next hour. Watch!
I am in Australia, 2026 off to a great start, NVDA is already over $200 here
First off - having PLTR and RKLB grow 6-7x and then another 2-3x is a problem most people wish they had, don't beat yourself up for taking profits along the way. On the actual question: the core issue- you designed a portfolio with stocks as 15-20% satellite allocation, it's now 50%. That's not a portfolio drift, that's a completely different portfolio. The question is whether that's intentional or accidental. option 1 (rebalance within stocks): Your proposed target still keeps you very concentrated - PLTR + NVDA + RKLB + GOOGL = 69% of stock allocation, you're not really diversifying, you're just shuffling the concentration around. If you're going to stay concentrated, might as well stay with the winners. option 2 (trim to ETFs): This brings you back to your original design. the argument: you've already won, lock in some gains, let the core ETFs compound. emotionally harder but structurally cleaner. option 3 (do nothing): The "let winners run" approach. Valid if you have conviction in PLTR/NVDA/RKLB thesis. The risk: you're now 50% individual stocks when you originally wanted 15-20%, if one of these gets cut in half, it'll hurt. My take: I'd do a modified version of option 2, trim the top 3 back to something like 15% each (not your proposed 19/20/10) and move the rest to VOO. this: \- locks in gains \- keeps meaningful exposure to your winners \- gets you closer to your original allocation intent On the speculative names (LUNR, NBIS, ASTS, IONQ, IREN): to be fair, PLTR and RKLB were speculative when you bought them too - and that worked out. If you have conviction and size them appropriately (looks like 1-3% each), that's reasonable. Just know you're keeping the high-risk approach that got you here. No wrong answer here - but be honest about whether you're an index investor with some stock picks, or a stock picker with some index exposure, right now your portfolio says stock picker.
Robinhood tracks retail, insider, and hedge fund buying/selling. If you look at NVDA for example, most of the insiders/hedge funds are selling. Not sure if that ratio is exactly correct but there is a difference between big money and retails buying.
Hopefully buying more NVDA in new tab :\^)
NVDA clinging to 0.45% like I cling to my last $10 after a Yolo. Also that OpenAI IPO poll at 35% ‘yes’? SoftBank’s out here selling their organs to fund them — that’s not a ‘maybe’… that’s a ‘they’ll IPO before the Fed cuts rates (never)’ situation. Who’s with me?
Meant to buy NVDA and bought VNDA?
Well, the short positions got railed, up 1k this morning down 200 bucks now. No biggie I guess, Sold CSP on NVDA and grabbed 03/20 SPY 700C Cya in 2026 cunts
I think there is too much fear right now. Obviously this is heading for a bubble burst but there is still substantial meat on the bone. The tech is so new its still in the development phase. NVDA GPUs were the be all end all. Now people are talking AMD for inference and Google TPU for whatever the fk those do. Things are still in massive flux as it builds. This is just some digestion for the massive run its been on but it will keep going, bad numbers around the real economy or not.
Mango 2026: "Crooked Joe Biden left us with a weak, failing energy grid—total disaster, folks, blackouts everywhere while Big Tech and AI geniuses suck up more power than the whole country! Sleepy Joe killed our nukes, but YOUR PRESIDENT is bringing back the strongest, most beautiful NUCLEAR ENERGY—nobody does energy like me, the best! " NVDA, TSLA, AMZN, APPL, GOOGL announces 100B investment into DJT to build up US Nuclear Energy. DJT: +100000% YTD Mango: Worlds first trillionaire (officially), he learnt it from his best friend Putin
Did I miss a news article or some other BS ?? I thought China had bought a grand total of ZERO H200 ??? What is strong demand look like to you ? Zero. I also thought the Chinese Gov was heavily incentivizing domestic production & R&D ? Like an absurd amount of funding all aimed at someday having homegrown solutions that can hold their own against anything NVDA/AMD has to offer... Seriously, did I miss something? Even Jensen-Jesus said he expects China sales to be zero or near zero next quarter...
Time to buy NVDA F these clowns shorting
If NVDA closes below 190 there is no justice!
Bought back my CSP, Sold them again. Jan 2 exp NVDA 195 CSP and 1 lotto call SPX 6815 0DTE
Amd not fading but NVDA is 🤣
What’s going on with micron, next NVDA run type
Yeah NVDA I know you wanna go red too easy puts
NVDA saving the market as usual
Sold more NVDA at 190.5 (cost 186.6) and took profit, 💰
You'll probably wait 10 years to see if NVDA works out before buying it too. Once it's obvious, it won't be a bargain anymore.
190 is right there, NVDA.
We green as fuck NVDA asked TSMC to boost output.
Worked for me when I bought when he named his dog NVDA and the stock was $5. Have only sold 1K of the 10k shares since. Jim knows.
NVDA bears. Don't make the same mistakes in the new year
Sure it does. Puts on NVDA when it was at 210+ recently would have been multibaggers
Even if NVDA get to 200 today, 2025 still is shit
So short NVDA and Micron? This mentality does not usually work
Break 190 in the pre NVDA and I’ll never ever speak bad about you again
Sold more NVDA at 189.7 (cost 186.1) and took profit, 😄💰
NVDA Stunt on these hoes please
Loving what I’m seeing NVDA
Sold some NVDA around 189.3 (cost 185.7) and took profit, 😄
NVDA gonna have one of those days where it just runs and runs
I regret not full-porting TQQQ and NVDA every day since then
God dammit NVDA I need you under 188 so I can roll my call into next week for a profit on Friday
I still think of the redditor that panic sold all his NVDA at $87 earlier this year. Hope they’re doing better.
NVDA 250 minimum next year btw
Yeah but the rebalancing thing is kinda the whole point though - OP wants their conviction plays to keep getting fed the same percentage regardless of performance. Like if you're bullish on NVDA at $200 and it runs to $400, M1 starts starving it while you're still convinced it's going higher The "don't chase performance" logic makes sense for most people but some folks actually want to stick to their original thesis even when a stock is ripping
I actually did get lucky and bought NVDA 14 years ago, which happens to be roughly the same price as it was 20 years ago (~0.33 a share today after all the splits). Although I should have bought it 30 years ago, as well as a house. What was a thinking 30 years ago? Being stupid and useless in elementary school...
NVDA is a sick dog that needs to be taken behind the barn
Cue the NVDA pump articles because God forbid the stock trades sideways for more than a week. It’s fucking pathetic at this point
>Dec 31 (Reuters) - Nvidia (NVDA.O), opens new tab is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab to ramp up production, sources said. >Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said. What did NVDA and AMD guide for China revenue?