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
The thing people don't realize is that NVDA chips don't have to be worthless for NVDA's share price to collapse, you just need to poke a hole (Google's TPUs) in the balloon (Infinite demand for NVDA GPUs) and their ability to charge infinite money disappears. --------- I like the insight here 😃.
NVDA 185C locked in for tmr🙏
Bruh almost every single PC in the world has a NVDA graphics card right now. They are still the superior graphics card manufacturer, AyyyMD and Intel still aren’t even close.
Tell me about it. Feels like NVDA's rewriting the rulebook. Every dip gets bought hard. Are you watching for a specific level or just riding the momentum?
Whales have been circling NVDA recently, it is bucking all normal trends this year
PLTR and NVDA both almost seemed like generational opportunities. With Nividia they were the pioneer of artificial intelligence chips, they were producing a chip that nobody else in the world could make at the time, and they were selling them at a 10 X margin. Palantir was integrating artificial intelligence into the world of defense in an unprecedented way. I bought 10,000 worth of shares of Palantir at 22, 16,000 of Nividia at $350, prior to the split obviously. I have a general rule of thumb that if a stock makes 150% that I sell, it’s almost the same philosophy I have when I go to Vegas. I’ve always felt like you have to take the chips off the table. I also bought heavy options for both and exercise them and made about 7k off that. BUT I sold PLTR at 50, and NVDA at 850. I still had a massive percentage returns, but it’s really hard for me to ever hold a stock long-term. At the beginning of Covid I bought as much stock as I could, that was an opportunity that will probably never present itself again in my lifetime. If I would have just held all of those stocks, I would probably never have to work again. But. I don’t think anybody could have anticipated how our government responded to that outbreak, just printing trillions of dollars. I bought Tesla for 400, sold at 2.5x, my mom did the same but never sold, her 5k of shares is worth over 50k now.
I used to see a lot of accounts and there were old guys who owned NVDA for like 5+ years pre covid and had gains in the thousands percents. They dropped like $10k originally and just rode it up.
Looks like within a year, we'd be back to Microsoft and Apple competing for #1 and NVDA somewhere #5-10
So for example: Let’s say you buy NVDA at $170 and keep selling $175 calls and one week it runs up to $200. Now for you to roll up either to the same week at a higher strike or even a week or two out may not be worth it because: 1) you will have to pay (ie. debit) 2) you may be able to roll up one strike (let’s say from $175 to $177.5 but because it’s so deep ITM, you will get very little credit, if any) So for scenario 2, you now have to roll really far out…likely 3 months + to get any meaningful credit and capture upside gains past $200
Market used to be much greener when NVDA was cool
Sort of. NVDA is a whale, but I wouldn't quite say that AMD is a guppy either. They have a long way to go to catch up, but they're making huge strides and are becoming a formidable competitor to NVDA in the AI race
That's how I built out my current put position. But in terms of ROI believe it or not my NVDA puts with NVDA down barely 2-3% give better returns than RGTI down 10% (unless I'm shorting of course - my RGTI short has been doing really well so far).
You made great profits!!! Awesome!!! But… Tpu’s ARE NOT GPU’s, totally different components!!! Goog STILL is one of NVDA’s biggest customers of NVDA’s… GPU’s!!!! NVDA not going anywhere for a while. ✌️
Thank you. Autists jumping on NVDA have no idea about the company prior to the AI bubble. They have giant commercial and governmental applications at a pure hardware, software, and IT infrastructure standpoint.
I have stopped looking at SPX because if you take out mag7 and some of the other winners, rest has been a dead weight. There is not much to sell off in that segment! But selloff was nevertheless not the right word. NVDA, PLTR, META, GOOGL have all come down from their ATH by like 5% or so even though they all had incredible earnings reports and great guidance as well. So I am thinking that it was because market kind of wanted to pull out of those stocks for now because of this sign where yield curve is coming out of inversion, and now that fed is about to cut, they think there's a chance that recession coming. A selloff might happen soon if there are strong signs of a recession like spike in unemployment numbers etc.
Sold half of my NVDA holdings during the 2022 crash. The stock has appreciated 14x now. Bought 100 shares of AMD in 2018 at around $11 and sold it in the same year for a nominal gain!
\*eyeballs my NVDA calls\* yeeeaah
More like NVDA is approaching #2 again...
Credo has 2.5x in 1 year. They are pumping any random company linked with NVDA. lol.
Honestly odds seem not awful here. He's basically betting that aapl will out perform nvda by ~5% over the next month for a more than 4x payout. I wouldn't call it a good bet or a smart bet, but it isn't quite as crazy as it initially seemed since NVDA and AAPL are so closely valued.
NVDA is slowly becoming a holding/investment company from a semis company lol
\>It's in cloud, productivity software, and automation with *recurring* monetization. The strongest AI leaders are these diversified cash machines where AI is accelerating existing earnings, not solely justifying valuation. That's a fundamentally different risk profile than 2000. This is the problem. The extremely high growth is priced in, even if they could only sustain current revenue levels (hell, if they could only sustain 20% annual growth), it would be a bubble. NVDA is priced in for \~30% annual growth every year for the next 10 years. \>Cisco and Intel were amazing companies, but their valuations priced in infinite growth from a *single* demand wave. AI leaders are pricing in multi-sector productivity gains that companies depend on to stay competitive. How was the internet not "pricing in multi-sector productivity gains"? That was literally the entire point of the internet. \>The dot com bubble was mainly valuations priced on a "maybe someday"... Whereas AI valuations are pricing in revenue that's already happening and accelerating. It's almost an identical scenario. Many companies like MSFT went down 50%+ during the 2000s. They were well-established, they had revenue, and were accelerating...until they weren't. There were companies that had ridiculous valuations, but there were also companies that were solid.
It’s like comparing a Ford Focus to a Lamborghini. NVDA has the highest quality chip available and they innovate better than anyone.
NVDA is trading at a fwd PE of 24, China is still on the table, they’re sold out and have asked TMC to increase production of wafers, the demand is 12 chips for every 1 they make, and Jensen already confirmed $500B in chips sold by the end of 2026. The AI bubble/crash isn’t going to happen anytime soon, if ever.
To sell AI tech to Apple, who will sell it to NVDA, who will sell it to Google, who will sell ot to this guys new billion dollar company
You know it Zac! Can I just call you the Blob? Anyhow, NVDA is into so much more than what you see on the surface. Just wait until the last part of next year (2026). Yes, Google will never go away, and the same goes for NVDA. We’re staring at giants here, and they all play in the same sandbox everyday! It’s a great time to be in the market.
Tesla will always get to L5 self driving in the next 6 months, what NVDA has promised you?
Same. I sold lots of covered calls (DIS, WMT, LUV, ARR, NYMT, too many to remember) and my 100 or 200 shares of NVDA got called away for $7 in 2018.
I hate to admit it, but NVDA in about 2018 when it got called away for about $7 per share, netting me about a hundred bucks on the call plus the increase in price.
NVDA calls if it breaks the 181 trend line, puts if it's rejected. I think RKLB has bottomed out so looking for every opportunity for long calls. Possibly looking at an IBIT play. BTC setting up to either set a new low or start a recovery.
NVDA bottom in It may never see a red day again
Nonsense. AI is still in its infancy. There is still physical AI and AGI to conquor. Robotics is going to require massive dense transistors running in parallel. Nvidia has decades more runway imo. Plus, eventually when quantum is ready NVDA will have quantum gpu processors ready to go.
#NVDA GANG Members checking in
market was red today = good strength from NVDA/AMZN/APPL Expect them to lead the next 10% movement up imo! AMZN first then NVDA slow grind to $190
Google about to take .01% of marketshare. This retard : SELL EVERYTHING, NVDA TO 0
NVDA. Sold it like 3 years ago and made $25k profit, would be like $100k now.
NVDA is fabless, they dont make any of their GPU but still sell them under their brand. What TSM is to NVDA, MU is to CRSR. * **U.S. Market**: Corsair commanded a 45% share of the U.S. PC gaming components market. * **Gaming Memory (U.S.)**: For the same period, its market share in the gaming memory sector was 73%.
the drop to shake people out followed by the giga pump into 330-350 eoy, if there is no bad macro news for mag7: currently NVDA(4.4T) looks cheaper than GOOGL(3.80T), and AAPL(4.2T) feels weird to me imo META seems potentially strong for 2026, MSFT also looks very good at current price AMZN is just untradable for me with options, it is cheap but there is no floor, it can crash for no reason other than macro and it slowly grinds back up killing calls with theta it just doesn't get attention, if you buy just shares you are fine
selling NVDA puts so profitable . shit does not move
They don't, but neither does NVDA, they still make BANK.
calls or puts on NVDA/SPY
Jpow better pump this thing to the moon. Hopefully that would stack with the NVDA investor event tomorrow morning to really send my port up. Not sure how buff stacking works in this game yet
NVDA and GOOGL. Shortly after I sold them for a loss, they soared to record highs.
I’m shorting NVDA. I’m a little the wrong way with it right now but I think that will soon change.
This guy is going to burry NVDA.
I, for one, am neither a bear, nor crosseyed. I do not own Japanese bonds nor anything paid for in yen. I own no shiny rocks or invisible internet money tokens. I’m here for US tech companies (that actually make money and grow EPS) to rally through Q1 2026. Ho ho ho. QQQ/NVDA/GOOGL/META/AMZN calls.
NVDA is not dead, you're just retarded gtfo here
So why did BRK buy GOOG and not the “enormous NVDA’s moat”?
I'm hodling NVDA and META leaps rn. This DD is giving me confidence I've made a good choice.
Not the first time someone thought NVDA was getting eaten by the competition.
This makes me want to buy NVDA calls..
NVDA and AVGO for sure. SOFI is getting up there as well.
Burrys going against pltr, NVDA and TSLA The 3 worst stocks to bet against
The price of NVDA baxk in 2008 was $.19. Bro spent $2761 for those shares and hit the lotto.
I mean Apple may be the largest company in the on Dec 31st, but it would have nothing to do with NVDA collapsing… it will be Apple popping off for some reasons
AAPL will be the largest market cap company by the end of the year. Thank you for your time and service NVDA.
Somehow you’ll be the one to beat the entire financial system who’s balls deep into NVDA
This one makes absolute sense. To me, this is him just trying to save face after doubling down on some straight nonsense with NVDA.
So many people are making millions off NVDA's life, but you go on and make your 120k off its 'death.'
Was this the NVDA rally I’ve been hearing about? 🤣
No it’s not. The US GDP at $30 tril is kinda the point…NVDA being valued at 20% of US GDP sounds legit? Or if you’re really super bullish that it could match US GDP one day?
The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) fears about Nvidia GPU market share erosion, 3) concerns about a lot of the circular financing deals from OpenAI and Nvidia, and 4) a huge breakthrough from Google with Gemini 3.0.
Feels like nobody truly understands how fast NVDA is growing
Over analysis, it's simple. Rate cut is essentially locked in, NVDA is being sold at a rate to keep it where it is so that it gets pumped hard for 12th exp date. Doesn't need to be more complicated than that
Hopefully NVDA is done wallowing in filth and can go back to ath
To anyone who thinks google TPU's are death of NVDA, you don't understand anything about AI or GPU. - To start simple, Google TPU chips are ASICS - Nvidia chips are general purpose GPU and they are mass-produced ones with higher number of cores designed for massive parallel processing. - Nvidia CUDA software ecosystem is well established since 2006 - Nvidia AI chips work together in large-scale systems, using high-speed interconnects like NVLink and InfiniBand networking to link thousands of GPUs into what functions as a single, powerful supercomputer for training massive AI models like ChatGPT. This is technically a monopoly in current environment, they simply fit into existing server racks. - Google and Meta is a partnership program that means meta cannot deploy them other own, it needs help from google to deploy into their AI data center. - Google still not yet a state to mass produce them also apart from meta collaboration, they only provide their own TPU in google cloud only, where as Mvidia GPU are available in any cloud and also can be deployed in any existing data centre - It takes a long time for google to catchup may be in next 5-10 years, but by that time quantum might come in forefront.
This would be a bad idea. While the valuation of your AI company would be correlated to NVDA, the success of your company is likely idiosyncratic. Treat the position as it's not part of your portfolio and hope it works out - or find a way to sell the specific position. Your worst scenario is a capital call on your liquid side (as you lose on your hedge) and your company does or doesn't do well but you can't monetize it.
Also NVDA. Bought it under $100 and held it for a few years and made a ton of money from it. Bought more when Chat GPT was announced but sold all my tech stocks including NVDA a few months later in a downturn. Could have more than doubled my money in the past 3 years. So.... regrets.
I was a bit shy to share this here but I found out something interesting about NVDA. https://preview.redd.it/ngucxpcnyn4g1.jpeg?width=336&format=pjpg&auto=webp&s=08a093d362aeea9be9e0523ec19955145077b0c6 Wild that tradingview shares that info and I don't even pay them
When did he lose against NVDA? We don’t know anything about that trade right?
It wont be faster than that. TSMC is at capacity. Litho machines for new nodes are taking longer to build. Fab buildouts are taking longer. The supply chain itself will make it longer. But ok. Sell your NVDA shares 👍🏾
We thought NVDA was over when Gaming GPU demand was slowing down We thought NVDA was over when most of Crypto switched from POW to POS Now AI Next Quantum I don't know what future holds, but never underestimate NVDA! You will be get into trouble
Couldn't wait any longer, NVDA Jan 2nd $180 call
# So what are the REAL odds he makes $127k on NVDA "Prediction Contracts"? This comes down to: # **1. His strike + expiration (timing always kills WSB trades) 1. Whether NVDA pulls back before expiry 2. Whether implied volatility collapses\*\* Even if the thesis is *directionally correct,* **timing is what destroys 99% of WSB options trades.** So realistically: # **Chance he’s “right” directionally (NVDA dips): 50–70% Chance he actually profits big from options: 10–20% Chance he times it perfectly and makes $127k: <10%\*\* # 🔥 Your Real Question: “Could he be right in a way that lets AAPL pass NVDA?” Yes — **if NVDA drops 10–20% and Apple rises 5–10%.** That’s all it takes. Anyone want to take CDO bets on his position?
I have atleast 10 stocks I sold early. My pattern of selling is NVDA, TSLA before it rallied had actually dropped by 30-40%. When it broke even I sold them.
NVDA into MSTR today has led me to inform you all: Christmas is no longer cancelled. 😎 Happy holidays to everyone except the 🌈🐻
Market was propped up by AAPL and NVDA today.
Help me understand how and why ex-dividend day declaration is justified days prior to the actual date. I can simply full port into Nvidia tomorrow. and take my money out on Dec 5th and I would've earned the dividend while also not having lost a lot since NVDA is too big to correct for dividend payouts anyway.
I don't trust NVDA anymore. I bought weekly 170ps at close to hedge my shares
> Mine was NVDA. Same. I sold at $183. But I bought it back just now for $174. That salved my wound.
100% also the fact that the majority of AI programmers work on CUDA as their language which is primed to work with NVDA chips for efficiency, its not just a hot swap of GPU to TPU. There was a quote somewhere last week from one of the AI teams who switched to TPU who said, they were making it work, but it was a lot of hacking around to make it work, rather than seamless with NVDA chips. Its not to say that Google wont continue to see acceleration in TPU sales and have nice profits from it, but they need more than just cheaper chips to try to jump NVDA moat.
https://preview.redd.it/dedos0ivqn4g1.jpeg?width=540&format=pjpg&auto=webp&s=9dfcfdc1176ad26022e86a5708a48739b6c67c61 Goodluck 👍🏻 This post just ignites my dormant conviction of all these years for NVDA now more than ever.
Omg NVDA has breached 180 lfg???
i love how NVDA immediately goes up after market close
NVDA yup tariffs and Chinese chips bubble shit the fucking day trader manipulating bastards etc…
GOOGL dump tomorrow goona crash this market again NVDA rise today nobody cares anymore
The top holdings of SPY are NVDA, Apple, Microsoft, Amazon, Broadcom, Google, Meta, and Tesla If there was an internet blackout or something close to it It’s over for SPY