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From almost blowing up my $80k account to now 3x original investment.
ChatGPT has opinions on NVDA and a run on AI stocks tomorrow
Don’t let NVDA blind you from the real objective
The streak is broken, NVDA STOCK RISES AFTER 5 QUARTERS
Globe Newswire Reports $AMZN AWS and $NVDA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
"AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue."
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
Is the AI Capex vs. Semi decorrelation a buying op?
$NVDA is gonna kill the market after earnings
Just bought a NVDA call. 232.50 strike for Friday. Paid 77 cents.
I bought NVDA put options. Now I'm just waiting for the earnings call
AI is a bubble? Sorry, can’t hear you. NVDA earnings today
POV: You’re short $NVDA and Jensen comes out like this during the earnings call
The whole market hinges on NVDA earnings tomorrow
The AI Trade Part 2: How to play the current Market
every woman is getting on ozempic
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Can we collectively agree to stop making the same donation before NVDA earnings?
The Better Investment Is Often One Step Away From the Headline
$NVDA Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese Al, According to WSJ
SPX one month premium at zero into NVDA, Jackson Hole, jobs, CPI and the Fed
NVDA raising prices 15% on certain chips per Bloomberg
Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports
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
Mentions
4% for NVDA feels like 10% for others stocks
Bessent to swap 30 year notes with call options on NVDA.
Not even NVDA can save a steamer like ASTS 🤣
$NVDA will eventually run back up. Just a matter of when. But I’d be cautious of some fuckery before the real move. For now, the algos are playing with that $221 level in extended hours. Curious to see where it opens tomorrow.
NVDA isn't gonna be the guys who kickstart the bubble bursting.
Congrats, NVDA is a whopping 1.04% up on a weekly basis after today’s blowout earnings 🤌
They have been calling it a bubble and crush since NVDA@$35-40. At the end of the day, it’s up to you to make your own investment decisions.
part of the issue is that the layer under NVDA is also being propped up by vendor financing. NVDA is literally loaning them to buy chips. Many of those companies will be unprofitable, and in time unable to pay NVDA back and unable to buy more chips.
Sometimes, right in the middle of the day, I just think about how Donald Trump once said that if Ivanka weren't his daughter, he would have dated her long ag, he definitely would have banged her hard, just like NVDA banged me today
OK OK!! We’re making some progress here. “No” is a good start. Now, what did you mean when you said, “No”? Like, “No, I don’t have a position in NVDA, and I’m just in here LARPing”. Or “No daddy, I am not worthy of you”
Tomorrow move NVDA out DICKS in
you sure it wasn't because consensus estimates for nvidias growth was nearly half of what NVDA guided? 44% expected to 70% surprise good luck dumbfuck bears, you're either getting rekt betting against this or missing out on the opportunity of your generation
NVDA at levels not seen since last week!
Do I hold my NVDA calls after open hmmm
2 days for NVDA to not go to 235 or 193….i should be fine right?
So if you don't have an open position on NVDA, why are you in here giving advice?
When demand in a market exceeds capacity, it eventually gets filled. Like your mom. A/few competitors will rise to rival NVDA. Seems like it will never happen now. But XOM was the largest company in the world in 2000s. Then it was APPL. Then it was Microsoft. Before all that it was GE.
My position in NVDA speaks for itself.
So we’re just pumping companies that bought stuff from NVDA now 😭
Literally nothing about NVDA earnings today made me reconsider any of my bearish thesis lmao It might pump it might not. But I don’t see anything remotely sustainable in any of this, just making money selling scarce components in the name of building out infrastructure and products that make no profit
And with that you just proved you’re dumb as rocks again. That doesn’t make any sense either. Dude saying you’re “very bullish on NVDA” isn’t a prediction or a thesis or anything. Like you have to be joking right now there’s no way you’re seriously telling me your prediction was “I was very bullish on NVDA”. Jesus you’re so dumb this is insane.
So NVDA grows revenue at TRIPLE DIGITS YoY and 🌈🐻 dare to buy puts? They absolutely *deserve* to lose money
Bruce lee needs more NVDA calls. https://preview.redd.it/qqq2679w7ulh1.jpeg?width=1672&format=pjpg&auto=webp&s=8f0aaa5bd658fe3a8af50ebbc1910caff7e78823
NVDA about to remind you bears 😂
I'm sorry. I got you mixed up with the other guy - little dick tip. They didn't believe my stake in NVDA and went to insane lengths to cope with the reality that they were a broke bitch. I said early on that I was "very bullish on NVDA" prior to earnings. It's in the thread. Check it out if ya want. My position speaks for itself too.
you guys don't understand how hard I am for NVDA and Micron
NVDA has me so bricked up today, god I love them so much
He himself bought $NVDA calls as a hedge to his short
Don't even own NVDA... But they sure did raise EVERY other tech stock I'm holding 😍
Your replies consistently make zero sense relative to anything said prior it’s insane. No we’re not all mentally unstable. I’m not like you. I do not have a mental illness nor take psych meds. Now tell me when did we discuss your NVDA earnings prediction, what was your NVDA earnings prediction and how were you right?
NVDA bought Hugging Face for $13B
Don't let the NVDA earnings distract you from the fact that as a percentage of GDP Canada contributes less than half as much as Estonia, Latvia, and Lithuania towards common NATO defense
Brother…NVDA is worth 5 trillion. Moving it 1% takes 50 BILLION dollars. This 5.5% move is over $250B worth. That’s pretty nuts.
Nah didn't fuck with NVDA, my MU is happy tho 😂
So you just proved my point. I live in your head so you have to unblock me again and seek out comments you’re not involved in to reply to me. Also That doesn’t even make sense relative to anything said. You weren’t correct about anything nor did you ever make a call about NVDA earnings. Dude holy shit you are 100% the most mentally unstable person I’ve talked to in a long time.
Id bet on NVDA hitting 300 at least once by 2030.
I'm only back with popcorn after making the correct call with NVDA this earnings. I had to do it, bud. Can ya blame me? I'll see you tomorrow!!! :)))))
I find it very hard to see NVDA going below $215 moving forward. If you don't have calls...🎢
r u new here? NVDA always sells off the day after earnings and brings the entire market down with it.
I can’t get over the fact NVDA does the textbook definition of circular financing for its customers then proceeds to say in the call that it isn’t like they are doing circular financing 🤣
Just saying $221 price on NVDA is way too high considering the options chain for a Friday close. It will close below $220 on Friday so no call buyers get paid
NVDA. Supplying the chips for their orbital data centers. Probably won't work, but I think that's the pump.
The sentiment was very, very negative. I can't count the amount of posts thay mentioned whay happened after the last 7/8 NVDA earnings.
I trade extended hours exclusively. Hence, I don’t pay attention to what happens in MH because I don’t need additional emotions driven by FOMO. If you don’t trade extended hours, then there is not much need to pay attention to what happens in extended hours outside of knowing if something gaps up vs down how that’s likely to influence the day for your stocks in play. I will say based your comment about these moves happening in extended hours, that’s because 90%+ of news is released in extended hours. I saw some stats a few times (didn’t personally verify them so take it with a grain of salt) that if you bought companies like NVDA or AAPL (really any of these larger companies) at market close and sold at market open every day it’s historical results were fuckin astonishing compared to if you bought at market open and sold at close. Basically the stats laid out that a majority of the capital appreciation in your position of these companies happen while in extended hours. Again that’s because most news is released after hours, where halts don’t interfere with momentum and trends. Companies don’t want the knee jerk reaction to happen during MH where halts could seriously damper a positive move.
Good luck with that IC, buddy! Assuming you actually opened it. My money is on you just larping. NVDA is up 5.4% AH btw. But I’m cheering for you and your paper trades!
!banbet my NVDA 222 hit, jzj owes me money
I was so skeptical I sold 10 NVDA calls this am, and when I saw Burry say it would be “lights out” I knew I had fucked up. Still got my remaining 20 though
NVDA save the ai bull run. Bear R fucked.
I see NVDA Dmdown 2% I say it’s over it’s popped etc etc
the fucking overnight NVDA look so fucking unreal
If it makes you feel better ANF did 35% today, but blowout earning only popped NVDA by 5%. Hopefully more room to pump once the casino opens.
Remeber some hours ago when NVDA put holders though they were gonna make like $15 tomorrow?
I looked and the expected move on NVDA was 5.4%.. Are weeklies going to approximately break even? lol?
NVDA options holders obliterated
Everyone should’ve known by the amount of bearish neutral sentiment that NVDA was going to pop. I make money again. Over last couple years I’ve fully been able to almost avoid doing and solid DD and able to capitalize on what’s the opposite of what people say in here. I’m up 2500% in that time.
NVDA? If so then it's going to hit 240 as soon as the market opens, or so I think.
Typical. Of course every time I go all in on NVDA for earnings, it shits the bed. And the one fucking time I don't, is the time that it rockets 5% after earnings. Fucking typical dude. Fucking typical. I can't believe how shit my fucking luck is in the rigged ass market.
The NVDA deal with AMZN to deploy 2 million additional GPUs + Vera shows how stupid the zero-sum arguments are. The demand for GPUs is insatiable, and NVDA's 2027 order books are already locked in. AI bers are going to have to start screeching about demand 16+ months from now.
Here I was, saying NVDA would dip no matter what. I reverse jinxed it lmaoooo
they dont actually die at 4. SPY options keep trading till 4:15 and you can still exercise til 5:30. what youre looking at later is usually just a stale mark. broker never zeroed the quote, its not a real bid sitting there. tonight especially with NVDA moving after hours, that last 15 min actually had something to do.
this week we only got NVDA, next week we got 9, prepare for the real armagedon
I just need NVDA to drag along my MU, SNDK and NBIS heavy bags to break even
NVDA puts for tomorrow
NVDA is going to get so many PT increases tomorrow morning.
This sub has completely given up lol. Just endless low effort memes and slop on the front page regarding NVDA
I know this is a low effort meme and all, but the actual bear scenario is not a shovel seller like NVDA going bankrupt, it's the risk of the nonprofitable center of the AI trade like OpenAI, Anthropic, and SpaceX not having enough return on investment or cash flow to continue their euphoric buying spree of data center/semiconductor products from companies like NVDA or AMD, who are currently priced at levels assuming basically parabolic revenue growth for the next 5 years. Not even a bear but you guys need to at least try to understand why people might consider this whole thing risky lol
which regard is selling NVDA, I would like to have some words
NVDA’s janitor probably has a better port than me
If anything it just shows how nervous bulls are about the bubble, NVDA stock is flat for the week and for the past several months.
You are cooked sorry never play NVDA it’s crazy
No one, whether you are Warren Buffett or Jimmy Buffett, knows whether NVDA will go up or down, least of all wsb regards. Jk, it's going to da moon. Fuck those 🌈🐻 s
Night night WSB when I wake up in the morning I expect spy to be 773-775. I expect NVDA to be up 8-10% by open. Don’t let me down retards.
Yes, absolutely. SKHY I think will just print cash the next 3-5 years. But if you want to see if the AI trade is over, look at what AWS just agreed to with Nvidia or go listen to their earnings call. Nvidia is finally seeing their margins drop in part due to HBM4 costs, but they're also raising prices on Rubin by 15%. With regard to AMD... I just don't have a good feel anymore. It went up... 5-6X when I sold, so I was happy there. I've been in Nvidia a lot longer and I've had about 10 different price targets where I was going to get out, but they just keep just growing. I think people are drastically underestimating the long term impact NVDA will have on the economy. That said, as soon as I hear an earnings report where AMZN, MSFT, META, GOOGL, SPCX slow their CapEx, I may choose to exit. I'm not particularly worried about Anthropic given their run rate, but OpenAI is a bit more concerning. I don't think that'll be enough to sink the market though. I'm also looking at Nvidia A100 and I believe it was CRWV that just licensed Ampere(which came out in 2020) for 100M through 2029. That's not proving a shorter valuation on GPUs like Burry has claimed, that's proving the exact opposite(as well as numerous other examples of renting out Ampere or Hopper GPUs, but that's the clearest example).
mm going to make NVDA moon for a bit to bust the bears, then dump, to bust the bulls.
NVDA didn't dump on ER?? what is this sorcery??
If NVDA opens above 230 I’ll suck a dick
NVDA back to the same price it was yesterday
NVDA Earnings smashing thru the roof
These are printing tommorow if NVDA opens at its overnight price
# Predictions for tomorrow: —> NBIS 260+ —> MRVL 270+ —> RDDT 165+ —> NVDA 225+ —> IREN 45+ —> OKTA, CRM, and CRWD will keep their ah momentum U can downvote and disagree idc, just expressing my opinion
sounds ghey - But since I invested $30k in 2002 in NVDA, and he's made me rich as fuck, I am ok with it.
NVDA, CRM and CRWD earnings were NOT already priced in!
**BanBet Lost** — /u/Vlisa (4W - 5L, 44%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $213.41 → $222.00 | +4.0% | 1d | Lost |
I don't actually disagree with your general point about path dependency. AI can ultimately transform the economy while individual labs, neo-clouds or infrastructure investors go bankrupt along the way. What industry has ever been revolutionary and not have some companies go bankrupt along the way? But I'm not sure what AGI timing has to do with the argument I made. I wasn't arguing that AGI is imminent or that every dollar of AI capex earns an adequate return. I was pointing out that a profitable one-week NVDA put during a macro selloff is not evidence for OP's claim that institutions are conspiring to transfer trillions of dollars of AI equity to retail before deliberately collapsing it. And I don't accept the premise that GPUs have a three-year economic life. The A100 shipped in 2020 and remains economically useful six years later. Technological depreciation is real; economic worthlessness after three years is not. More importantly, why does trillions of AI capex require trillions of “ML revenue” to justify itself? If AI reduces labor costs, improves logistics, accelerates drug discovery, increases advertising returns or automates physical work, the economic return appears in those industries, not necessarily as software or ML revenue. The interesting bear argument is whether AI infrastructure produces an adequate return on invested capital. That's worth debating. AGI arriving in 2038 doesn't establish the answer, and neither does OP's weekly NVDA put or his whole conspiracy about Blackrock, SoftBank, everyone else in this conspiracy to trade shares in this manner in which no matter what happens, he's right. Sideways=right. Down=Right. Up? Market Manipulation. Down? Well, THEN it's just the market working as it should, but it's also a rug pull on your 401Ks.
If NVDA doesn’t touch $230 tomorrow I lose my house. Nobody tell my wife 🙏
If you ever questioned the patience of people in this sub.....you need to check NVDA, MU , SNDK or even RDDT subs
So 99% of double beats this earnings season have fallen after earnings…and NVDA does this…goddammit
NVDA still grinding higher. Jensen, you sweet, little, leather Jacket loving man.
What are you guys talking about? My NVDA was red all day. And itchy
Should of spent half of that on NVDA calls and hedged lol
NVDA hitting prices not seen since last week and since 3 months ago
NVDA is big green because I panic sold the after hours dip
NVDA ceo got more motion that the president
Holy crap. My NVDA $225 Calls expiring this Friday might actually not be toast.
LOL... no, it's actually not boiling(maybe my default is just aggressive and verbose). My opinion on AMD? I got lucky as fuck with AMD. I owned BRK.b in April when Trump did the Tariffs and I got AMD at \~80 a share. The day it hit an intraday low of 76 or so. I've owned NVDA since '19 and '23, so I wasn't going to buy more. Plus, given it's size, I thought it could 3X. It did much more than that. I sold it at 565 and 520 earlier this year to get ready for SKHY. I just thought in the 500s, especially when it got up to 585, it was too expensive and it's ran too fast too quickly(though NVDA kept going at the same place AMD is at so I could be wrong, especially with MI450 coming out and the Helios stack). I think the more you listen to and hear the CapEx and the ROI we are seeing... they don't need to gain any market share and they're going to keep growing. My biggest concern was the way they set up some of those deals with OpenAI and I think it was META, but I am also concerned about the private equity. I still think the bull case wins out, but I just cannot stand the stupid 'I'm right no matter what happens,' type logic and these people who are putting like 25K on the line and talking shit about being up when they honestly don't even understand why. I don't know if the guy before was being serious, but there are so many people just mindlessly repeating shit like "circular financing," and things Burry has said that... they've lost the ability to use their own critical thinking.
NVDA Bers drunk, miserable and sleeping in a piss tent ⛺️
NVDA has more revenue in a day than WNBA in 5 years damn ⛹️♀️
it is so strange isn't it, NVDA is not moving at all