Reddit Posts
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
If market takes a shit wishlist — what prices are you betting your house on ?
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
Nvidia CEO shrugs off AI doomsday to protect it's $5.38T cap.
Einride $ENRD to Build Next-Gen Autonomous Trucking Stack in $NVDA Hyperion
NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
NEVER KYS PART 2 — We are almost even with QQQ since I downloaded Robinhood❤️
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Most popular stocks review NVDA, META, MU
NVDA update – held green through the Fed hike, pre-market $217
SOXL 9/18 $130 strikes at .12? Hmmm.. 🤔
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
Looks like the NVDA bears got lucky todayyy!
WallStreetBets is a psyop to profit off the greatest wealth exchange in history. Give your inheritance to Jane Street
Sentient AGI will never kill off humans! Loading up if tomorrow is a red day.
Best call options to gamble for next Wednesday Fed decision?
SEPT 16TH DD: The Fed gonna mess up your calls (OR) J-Pow’s successor is bringing back the 1980s. Grab your helmets? (co-written by Gemini)
Everyone’s Chasing NVDA While Korea Is Quietly Building the AI Memory Trade 👀 KSMH
Absolute YOLO - 350 NVDA contracts expiring in 2 trading days ($16k)
BRUN, about to go on a RUN? My First DD. Second time posting.
BRUN, about to go on a RUN? My First DD. Second time posting.
My First DD. BRUN: $1.9B in Contracts, $0 in Common Sense. Going FULL regard.
Been sleeping on $AXTI DD for weeks and I think it's retard strong
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Call me a Tard but this markets about to bust
Can a squirrel trade options better than me?
What do you think about my NVDA 232.5 CE 0dte position ?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Is there a TSM of "near-term electricity for data centers" stock?
Sitting on cash feels safe, but my FOMO is kicking in. Am I missing the boat or saving my ass? 💸🤔
Avoid chasing new AI chip stocks and accumulate TSM?
Alert , huge insider sale at NVDA, this is serious
$5.5T in AI capex by 2030 isn’t a “tech sector” number. It’s starting to look like railroads / the grid.
I built a tool that maps dealer gamma exposure by strike. NVDA is up 3.44% today and sitting 0.01% from its call wall.
$35B AI: Nvidia Backs Anthropic’s Massive New Cloud Deal
NVDA bouncing hard right after crushed earnings
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
[Discussion] Sept 1 Market Open: NVDA Reality Check & The "Soft Landing" Trap 📉🚀
[Discussion] Sept 1 Market Open: Labor Day Hangover & The "Soft Landing" Narrative 📉🚀
NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday
I’m 69% sure that NVDA is going to rip higher all week. 25k YOLO
NVDA and TSLA closed below their gamma flip. Five mega-caps closed above their call wall.
Is 0.70 Delta Really Enough to buy LEAP? (BE vs NVDA)
I started at the beginning of Covid. Made a few VERY smart decisions that I regret not putting more into. Had one extreme loss of $10k
Mentions
Whole economy in recession with inflation already below 1.5%. All sectors excluding AI-ponzi vibe. Only index high by AI-Ponzi vibe & dc-vibe with daily media appearances & media invite AI analysts & sing 1000 times AI,AI $NVDA $MU $MSFT $META $GOOG $TSM $QQQ Too Big to Fail
Did someone say \[NVDA, Blessed Blade of the Windseeker\]?
NVDA at 5.56T is actually insane
Wildly overpriced? Look at Google and NVDA. LOL
feels like an NVDA bull trap 😭
I like NVDA but I don't understand the price action or lack thereof. For a mid-long term hold I think it's one of the safer bets, though
Meli completely fucked me up and NVDA leaps were expensive and despite being itm theta ate them…. FUCK
How regarded is selling my NVDA shares and dumping them into CBRS
Dude it’s insane reflecting on becoming numb to gambling my yearly salary on single plays…I’d make 1/3 to 1/4 my salary in a single day and just shrug it off. I remember last year my NVDA swung up 75k in a day and I still waited and didn’t sell. The brain chemical changes are crazy to recognize later on
Look at its margins? They are similar to NVDA right now on quarterly revenue of $50-$60B. No one else has that except NVDA. You can't even put GOOG or MSFT on the same level because their margins can't match this. Buddy, education yourself before talking.
NVDA 250 and it will have a 6T market cap
No there are cheap good deals, then there are over extended bullshit. Do you think the world will just need NVDA chips forever to prop up our markets? Nope. There other things in this world than chips/data centers. Then they see that, GG markets.
I crossed the bagger line on NVDA, RKLB, and I’m thinking about doing HOVR next. Seems widely slept on
here's ur answer Current Bearish Put Options & Short Positions • NVIDIA (NVDA): Holds put options expiring through late 2027. • Palantir Technologies (PLTR): Maintains aggressive put positions and short bets. • Micron Technology (MU): Targeted via puts on a cyclical memory-glut thesis. • Nebius Group (NBIS): Bet against ongoing neocloud and infrastructure valuations. • Oracle (ORCL): Added to put contracts amid circular AI funding concerns. • Caterpillar (CAT): Positioned against heavy industrial demand tied to tech buildouts. • iShares Semiconductor ETF (SOXX): Broad bet against chip manufacturing. • Nasdaq 100 Index ($IUXX): Put options anticipating a top-heavy market
SNDK, NVDA, MSFT, TSM, EQT, SCHW are the stocks I bought about 3 months ago. I'm not a trader, I'm not buying anything right now except SPY/QQQ
Okay. What we think about NVDA it is the 2nd Day WE hold 230$. Hope next week ATH
Its ok, NKE and LULU will go to Valhalla, while NVDA and AMD will go to hell.
Same as always, NVDA & PLTR.
How come NVDA gets to pump doing this same shit but AVGO gets punished lol
NKE is about to reveal they are partnering with PLTR and NVDA for mega SI shoes that blow you
Im gonna be a sneaky ber and get some NVDA/CRWV puts to hold overnights
Extremely reasonable position, people are roasting you because they don't realize that those companies need enterprise adoption for them to have a strong 5 year return. The people who should be roasted are the ones saying AI is basically useless and then saying you should hold these 3 companies. I mean it's not impossible that NVDA could have a strong 5 year return without large scale enterprise adoption, but I would be skeptical. I lean toward that there will be adoption, so I'm still holding semis, but I'm not confident in my prediction.
A diversified fund that will include those companies but not be 100% those companies. People are mocking OP while simultaneously thinking we are nowhere near AGI or AI being able to significantly augment the majority of useful work. OP is at least right that if we don't see large scale adoption of enterprise AI, MSFT and google are going to perform poorly, and NVDA very likely will as well. It's maddening to see people in this sub mock AI as useless while simultaneously saying to buy MSFT and Google.
Personally I like NVDA but waiting for $6T market cap
Who knows, apparently NVDA is allowed to get their pumps when they confirm new $40 billion chip agreements
NVDA puts or calls 0DTE
NVDA has flashed 87 fake breakout signals this year alone.
NVDA and MU looks like they’re both ready for a big breakout. The pullback today was such a good buying opportunity.
**NVDA gang members checkin in**
NVDA meets sellers again. A squeeze to 250 would be so nice.
Sold NVDA. Keeping some GOOG and MSFT. When both hit ATH, plan to sell all
How long can NVDA keep loosing 230…
!banbet NVDA 240 8d, fuck it.
good point, but he still has a bunch of long positions blooming with the rally – could make it through even if NVDA flounders.
If MU goes to a PE of 5 in a year, who cares? You own shares of a company with a cash printer in a basement, the CEO says let's print cash and I'll buy the shares and give you a bigger percentage every quarter, we'll keep 50-100 bill sitting there, return the rest to investors tax free. Wall St. says I don't believe yo,u the last time I bought memory when there was a new Windows rollout and office replacement cycle peaked I got burned. Discounted future value of zero, beacuase it's physically impossible to own stocks through cycles! /s If they actually started a cash dividend to compete with bonds, a whole nother type will start paging their nurse to call their broker on the landline will kick in, but I don't support that. It's a trigger though. Even NVDA is no longer offering 1-penny dividends, but many-penny dividends to prove they are serious. When stats update, MU will have its lowing trailing PE in the last decade, probably. Every quarter, sequential quarter growth is less as a percentage because they have maxed out the fabs and 35% of margins are stickyish. But, every quarter, sequential quarter growth could start falling vs last (no sign of visibility of that), and the absolutely growth and YoY growth will beat everything else. One would think a company with a lot of cash is one that investors would flee to in a global bond crisis, but today only has traditional flight to safetyish bets on software, oil and fertilizer and gold. is looking like
I feel the same way about NVDA. Even if the AI bubble does burst that doesn't change the need for compute worldwide. Feels like a potential (big) market correction but somebody's gonna need to manufacture chips.
Brother they were pricing in all the beats during the mania rally earlier in the year, MU ain't moving like that again unless they're posting double estimates like NVDA did until it hit the hard cap of being #1 in market cap. That's with the revenue being backlogs logged as profit rather than actual products signed and delivered on top of bond yields being above 5%
....it's up $2 from the daily low. I don't really think a $2 jump in price on NVDA is considered 'flying' lol.
NVDA flying while everything else going down?
Shorted NVDA at 230 when buybacks were announced, then learned that Cathie Wood bought NVDA, and decided to double down on shorts.
Long NVDA, META, MSFT Short AAPL, GOOG, TSLA
Please Mr. Huang whip out your green huang....NVDA fucking the market
BREAKING: Grindr partnering up with NVDA to build orbital data centers
An NVDA buyback based economy
The year is 2035. 10 yr is at 37%. PCE just came out. Inflation at 25%, but the expectation was 26%, so we gucci. MU and NVDA just reported earnings and their sales up by 69420% YoY due to the sex robot industry The market now moves 10% every minute 😌
I get NVDA, but Google and Microsoft have Enterprise by the balls with or without AI. They're not going to lose money.
NVDA slipped, bye bye spy spy
\*AVGO gets positive news related to sales to Anthropic \*NVDA gets to pump while AVGO is flat or red
NVDA just needs to join the dance, and we're good
NVDA so up but the market is down, this never happens bro
It’s getting blown through tho, won’t hold long until NVDA’s positive news catch up. They are like 8% behind every semi that pumps lately.
That NVDA sell wall is insane
NVDA could crater sure. But what exactly do you think GOOGL and MSFT going to go in the future? AI failures might hit their stock but they will be around for the long haul
You’re supposed to buy NVDA not sell…RIP
u don't have to get exposure to MU by owning MU. U can just own adjacent stocks like Dell/NVDA, those are indirect
NVDA is actually at a low point of valuation compared to its profits.
NVDA got pushed back on their 500B investment due to absurd GPU valuation
How is any hyperscaler taking your money or negatively impacting you. you think inflation is because of NVDA gpus? dude you need to take a beat and go read up.
OP sold all his total of 3 shares of NVDA, MSFT, and GOOGL!
NVDA 5 day Bart Simpson pattern, expect it to dip to form the other side of the head :smoking:
NVDA 5 day Bart Simpson pattern d
Guys I think NVDA might be poised to become a pretty big company
**BanBet Lost** — /u/sirkarmalots (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $225.34 → $235.00 | +4.3% | 1w | Lost |
Orange, I need NVDA at 150
I don't think NVDA is going ATH next week
What will NVDA ATH be next week? 240?
It is working out beautifully. The cash flow has increased significantly. Not sure what else is needed when there's this much cash flowing in. Lots of folks were like this with NVDA too back in 2023. None talking about it today.
I don’t know . . . NVDA themselves maybe
Wait… you’re that retard that went short on NVDA earnings lmao. I can’t imagine how heavy those bags are getting
AI bubble doesn’t exist In 5 years NVDA will be worth 20 trillion SPY will be at 1600 All of life is being onboarded and automated Compute will need more and more and more of everything Just buy into it
So every quarter it comes down to 3 companies: NVDA, MU and AVGO to defend the economy huh
Being right once doesn’t make every future call automatically right. The NVDA short is a good example of how much timing matters. You can have a reasonable bearish thesis and still lose badly by being too early. That’s probably the hardest part of shorting a momentum stock.
I think it's groundhog day for MU, again, and the trailing PE compression will again be extreme. But, now there's a min EPS figure in place, which is a lot less than expectations, that's just the cash in escrow. Importantly, it was spelled out on the call that HBM would be more convex going forward and that was where the focus was shifting. Both SKHY and MU made the same moves towards HBM, indicating that DRAM and NAND were smaller bottlenecks. In this opaque world, actions speak louder than words, but the words were pretty darn clear in this call. The market is pricing a go down to the Winchestor, have a warm pint, wait for agents and caches that live in memory to blow over scenario, but a new price levels where SCA commitments put an in-place bottom-line on revenues that helps keep debt off the books of NVDA et. al, but is real cash sitting in escrow. tl;dr: long MU SKHY, probable boring future buyback aristocrats, like the MAG6 used to be.
if NVDA stays in the 200-230 range for another week I strongly think jensen should be replaced
I dunno one time i randomly bought 22k in amazon stock didnt even know it was earnings and it blew up i made 2k right after they announced it lol.. NVDA killed me on earnings so ya never know
He bought puts a year ago in NVDA. Dudes a retard
Sold my house and put it all on NVDA
Long term holder of NVDA since 2019. Partly because of that, I use SOXQ for my semis ETF. But also lower expense ratio.
Will NVDA hit ATH tomorrow?
No it was the whole market. Look at NVDA too. End of month rebalancing.
Just buy leaps of NVDA into January 2027, why do this to yourself? 😂
Honestly many feelings only. No actual changed data. I'm an AI bull at heart but MU has stalled out and I don't know why after so many attempts at $1100. MU deserves a rerate for HBM. Which is basically custom silicon. But meanwhile AVGO isnt getting a retrate beyond 20 to 30x forward despite AI revenue 2xing next year and again the next. My theory: the market doesnt know what to do with this new breed of company. All of these major $1t AI companies are the newest NVDAs. Theyre doomed to be locked into reasonable PEs because funds dont know where to put them. They aren't paying dividends and they aren't buying shares (tho NVDA is doing more). Instead they are securing loans and supporting the ecosystem. Not bad stuff on their own, but there isn't an ETF for stocks that support other stocks in their industry that are essentially becoming their own ETF. There are only ETFs for momentum, dividends, or growth. So this new breed of stock will languish. Purgatory for stocks. MU isn't where NVDA or AVGO is. But may soon be Sorry for the non answer. But im onto something.
NVDA forces datacenters to buy all his GPUs before they can even install them, "oh look we sold out and we are so profitable, demand is insane", Jensen openly encourages the memory companies to all raise their prices, this makes the cards more expensive and it's now sold as an "investment", repeat... I mean dude, they have been doing this for years at this point, and now it's coming time to show that AI actually makes money. But looking at both OpenAI and Anthropic, it's clear they are drowning in debt and have no way to offset training costs.
Nike child labor will now make NVDA chips. Stock rockets.
Well if it happened to NVDA a few earnings back, surely it'll happen to a different company at a different time LMAO
You thought this was NVDA earnings two years ago?
Only partner I heard mentioned was NVDA but I found myself tuning it out so idk lol
NVDA and MU are value stocks now
Strong company. But why would MU be the be-all, end-all in the IT space regardless of current- or forward-P/E ? Is it head-and-shoulders better than GOOGL INCT MSFT NVDA SNDK TSM WDC et al ?
Those MU earnings were insane. Wow. Same with NVDA last er. The demand for AI is accelerating. I don’t see how this isn’t extremely bullish for the AI trade. I mean you won’t see earnings like that from any typical S&P component which explains why mega cap tech has held up even as the average stock is already in a 16% or more drawdown. You need earnings like that to overcome competition from the 10yr where it is.