Reddit Posts
It’s not fair! I HATE you all I hate you all!
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
If you’re selling NVDA here to buy MU, you are an absolute muppet
Distribution, not projection — for r/options Safe Haven Thread
GPU Rental Prices Notably Decline through 2nd half of May; H200 -38%
SOXS is destined to die unless a world shaking event occurs
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
I aggregated and backtested every WSB DD and YOLO post
The market can't crash until Michael Burry gives up on being bearish
$NOK DD - The Great Shit Brick Phone Repricing
Going balls deep in $HPE because its not overvalued and I'm out of other ideas
Tuesday's 5/26 GEX levels before the open — last week 8/11 held at king
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Tried explaining covered calls to a date and now I’m banned from Applebee’s.
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Everyone Is Watching AI Stocks. I Am Watching The Metals Under The Data Centers
32 y/o Canadian Investor , Need honest suggestion please.
Aschenbrenner Blinked
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
Bought 284 shares of NVDA at 224, what to do now? Opportunity cost?
NVDA just printed $58B in profit and the bears are officially on life support. Is AI peak-bubble or still pre-game?
What Market makers do for a living and how it affects your options trading
What stocks are you buying or dumping when China makes a move on Taiwan?
Quantum stocks are moving, but I think the market is reacting faster than the fundamentals.
Bear case on IQ tax meme stocks during SpaceX IPO.
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
1600 to 16k using $NBIS 1DTE, bet on NVDA earnings lifting the sector
MU set up for NVDA like revenue growth
Does anyone else hate looking at new stocks when you are already 95% fully invested?
GOOGL is looking real Smug for a company who was almost destroyed 1 year ago
Google is looking real Smug for a company who was almost destroyed 1 year ago.
Enough is enough fk u quantum/space regards making money - top is in
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
My 4080 laptop gpu died before the market opened, uh.
Jensen Huang says Nvidia has "largely conceded" China's AI chip market to Huawei, yet zero H200 chips have actually shipped
NVDA's networking line is the read-through nobody is pricing
NVDA Earnings came out - Post-Mortem of the Long straddle I tracked
NVDA Earnings Announcement Vol Crush Trade Postmortem
🚨 YOLO DD: THE NEXT BIG STOCK ISN’T IN SILICON VALLEY — IT’S IN SILICONE FACTORIES 🚨
The Real world Matrix/I Robot is coming, and if you don’t own the right stock you’re F*ked.
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
NVDA Analysis — Setup or Pass?
NVDA price target raised across the board
I built the most honest VRP put credit spread backtest I could. 7 years, 5 symbols. Terrible
I tracked recent Congress stock trades - here are the most actively bought stocks this month
NVDA beat earnings, semis rallied hard, and institutions spent the day selling calls into strength. What does that tell you?
$NVDA — Bullish signals forming on daily chart
NVDA crushed numbers, still dropped 1.6%. Same old story?
Jensen Huang is getting extra $200 million annual income by simply increasing NVDA dividends by 25 cents per share.
Nvidia $NVDA Q1’27 EARNINGS HIGHLIGHTS
Buy $15k worth of NVDA before the market closes! Place your bets bros! Waiting for the earnings report! 🚀
Listening to the $NVDA earnings call with 0.7 shares
$NVDA bulls after tonight’s Earnings Report
In anticipation of NVDA earnings report, I bought a lot of stock.
NVDA earnings are here again will this be another “good news but stock drops” situation?
Mentions
NVDA is in Taiwan my friend. 150 billion dollars.
Just buy NVDA and chill
Burry calling the next crash while shorting NVDA and PLTR? That’s either genius or a huge mistake. Either way but worth watching.
You can’t but AI can. My full AI managed portfolio is close to outperforming my personal one that has MU NVDA and Sandisk lol
Dude. You might want to looks at all of the companies that NVDA is invested in themselves. Also if NVDA drops everyone else will drop with them. At this point they are the best ETF and spreading around your "risk" will just decrease your gain and increase your potential loss in a drop...
where were you when $NVDA was kill?
What are NVDA, MU, and RKLB looking like?
NVDA PLTR RKLB NVTS OKLO All red. All shares, no options.
I am out of money to buy the dip on NVDA
Appreciate it! AMD, MU, NVDA, and INTC have been great winners. Loaded up on ARM in 2025, so that’s been a big winner, but missed the ASML ride. Still holding INTC, ARM, NVDA, and MU. A lot of the insight was my own thinking of how the future demand will be driven, but really looked into AI after reading Leopold’s paper back in 2024. That helped me focus on semis/compute
Rip Joe rogan . Brother had weekly NVDA 250 cals
Yeah I missed out on big jumps with NVDA and AVGO by doing CCs. Didn't repeat that BS with AMD.
I hold about 10 stocks and the rest are ETFs and somettimes for the same stock. I have a few stable ones like BRKB, Costco. But I also have a ton of NVDA and it will probably take my into retirement if it does well in the next 5-10 yrs. My ETFs are killing me for the most part.
NVDA PLTR and OKLO are really pissing me off.
As someone who watched one of my best friends from high school yolo 100k into NVDA in 2016, I can confirm you absolutely don't manage risk and just fucking send it Sometimes it works and that's life though
I sold covered calls on arm last week and got assigned. Last time o got assigned was NVDA $300-ish pre split
Increasing my position in MU and NVDA
So is NVDA the new MSFT?
NVDA to $200 by Friday
i think semiconductors are the parallel industry, and bottleneck of AI. sure NVDA can design the chip architecture, TSM has the factories, ASML is the only company making the EUV chip making machines, and papa elon wants to blow all of them out of the water eventually with his terrafab idea- which could eventually extend its operations *off world*. but right now i'd just like for charts to make sense, it really looks like something big is about to happen... but for good or bad i dunno.
Look at the SPCX disclosures in their S-1 about the xAI contract with anthropic. look at revenue per GPU hour and compare that to IREN’s deals with MSFT and NVDA. you will see the xAI contract generates 2x the revenue per GPU since they are directly contracted with the AI end user (in this case anthropic but could be any AI lab) instead of contracting with a hyperscaler who essentially acts as a middle man renting out the GPUs. that is what iren is going for in its next contracts that could be anncd before the GPUs power up in 2H…and could lead them to raise the ARR guides. also they gave NVDA a crapload of equity and big incentive to keep IREN at the front of the line / largest allocations for new chips. IREN building a wall of cash flow similar to how Cheniere LNG was built. happy hunting
AMD & NVDA were both below $4 10 years ago I’m gey smh
At current levels and volatility, I just daytrade MU and DRAM. Got in too late on memory after being all-in on NVDA the past decade. Am otherwise in VOO and chill mode but wary about that too.
First off, legendary call on $MU. Spotting that breakout early was an absolute masterclass in timing. If you’re hunting for the next pure-play AI bottleneck trade, the truth is that a lot of those other baskets—like basic utilities or hyper-extended liquid cooling names—have already played out or are getting crowded. The smart money is shifting because the physical constraint has moved. The real next bottleneck is power stability at the cluster level. Everyone is hyped about off-grid generation like $CAT, $BE, or $FCEL, but they are missing the infrastructure math: you physically cannot hook up massive, high-density AI data centers directly to alternative power generation. The microsecond power spikes pulled by $NVDA or $AMD GPU clusters will completely trip or destroy mechanical generators and fuel cells on their own. A Battery Energy Storage System (BESS) isn't bypassing generation; it is the indispensable high-speed shock absorber that stabilizes the entire matrix so the chips don't go dark. **$FLNC** (Fluence Energy) is completely cornering this specific bottleneck right now, and they just dropped the raw receipts to prove it: A record-breaking **$5.6 billion** contractually binding backlog. Official **Master Supply Agreements** signed with two major tech hyperscalers. Year-to-date order intake has **doubled** over last year to $2.0 billion. While other energy plays are struggling with structurally negative gross margins and printing constant ATM share dilutions just to survive, $FLNC is growing high-margin software orchestration loops. If you want the next major disconnect before the retail crowd catches on, it’s the missing link making off-grid AI compute physically possible.
It's 1B market cap transitioning to NVDA servers and memory. You haven't seen shit yet.
The market gonna pump up 5% tomorrow. So obviously that means NVDA and MSFT will end at -2%
Yes of course they are printing money. That doesn’t mean the market doesn’t get way too far ahead of it. It took less than 50 days for it to go from $500 billion to $1 trillion market cap. It took NVDA 2-3 years. On the same kind of growth. And if you know anything about the memory business you knows it’s basically a commodity. It’s not like gpu/cpu. Supply will hit the market eventually. And they aren’t going to keep getting current pricing. All these buyers will eventually innovate and need less memory OR new suppliers hit the market because they want the same margins. Either way there is no way this goes on forever.
I still believe GOOGL his $6T cap before NVDA. But time horizon is sketch. More money to be made for sure in other plays now barring insider level intel for short dated plays. But I am dumb as hell so don't believe anything I say.
Memory in general. I think semis probably continue to outperform. NVDA probably goes to $300 this year. The easiest money right now is semis but it’s such a crowded trade. I’ve been doing this a long time and crowded trades don’t usually end well. The market doesn’t have a strong history of rewarding the most. It rewards the fewest possible.
NVDA is the new Microslop. There I said it
!banbet NVDA $220 7d
!banbet $220 NVDA 7 days
!banger NVDA $220 7 days
Ban Bet! NVDA $220 by June 5th
Bought Calls for NVDA , ADI , P , WMT , MRVL, ZS before earnings. Call me unlucky or lucky in screwing my port.
My big take from earnings season is buying NVDA processors is so 2025….AWS is where it’s at.
NVDA seems to be the only ticker attached to the AI bubble that didnt have a huge price jump after crushing earnings.
And here I thought I was the only person to lose money on NVDA in the last 5 years
Fuck whichever fuck decided NVDA would suck ass today. I’m onto you
Fair point on indices, and mostly agree — if it stays OTM through expiry, IV is just noise on the P&L screen. The issue is the "as long as it remains OTM" part doing a lot of heavy lifting there. IV spikes on 0DTE don't usually happen in isolation — they're triggered by something moving the underlying. A 1.5% gap down on SPY that keeps your put OTM still closes the distance to your strike meaningfully, and now you've got elevated IV and a strike that's not as comfortable as it was at open. The path risk point stands: you're not just betting on where SPY closes, you're betting it doesn't touch your strike at any point intraday. On a normal day that's fine. On the day IV "terrorizes" — FOMC, CPI miss, geopolitical headline — that's exactly when the path gets messy. The individual vs index point is solid though. Running 0DTE on SPX or NDX is a different risk profile than single names. Most of the horror stories you see are people treating NVDA or TSLA 0DTEs like index trades.
Just need DELL to say NVDA during earnings
You are welcome 🐻. My 1000c 5/29 is down 70% since i bought this morning. A price to pay but my NVDA puts saved me
yea what im saying is NVDA might have a hard time reaching $10T anytime soon, but for CRSR to hit $2B, thats basically doable in way less time.
NVDA is basically capped out, no? how much more can they possibly grow? 5 trillion market cap is already ridiculous, but idk shit im retarded
A time machine to buy NVDA before 2023. Or puts.
Good luck Nvidia (NVDA) looks like it is on sale or something
I bought AMD the same week I bought NVDA. Sold is the same timeframe as well.
The 500k/year is actually what makes the post believable, you'd be surprise how dumb some of these senior level executives who have been in the industry since 2000s are. I worked with tons of them throughout my decade throughout the tech and finance industry, they essentially minmaxed into their field of expertise and are functionally retarded in everything else. They are the same people who believe in every fearmonger news headline and would be the same ones shorting the market throughout the current rally because "There is a war, so market must fall". They just can't wrap their head around anything they personally believe is illogical, hence why this type of shit isn't uncommon. Hell, I know two senior tech executives who had to postpone retirement because they lost half their savings shorting NVDA in 2023. They were crying like their life is over despite still making 300k/year post tax excluding compensations and stock awards.
What additional proof could we possibly need after they said they hold msft and NVDA?
220, as long as CCP is against NVDA I don’t think it matters I’m betting on a fraud pump with shit data tomorrow that’s it 🤡
NVDA will go back to $150 and move sideways until it gets delisted
Right now NVDA is treading water while the market digests the potential loss of their AI hardware monopoly to custom silicon being designed by the hyperscalers, plus other potential upstarts like Cerebras who are designing for the next generation of silicon.
I'm gonna remember every regarded insult and pay it back in red ports - NVDA
1,500 because I sold everything trying to preserve the 8k from the day before. Fomos back in on CRSR, NBIS, NVDA, And APLD, can't win them all.
As soon as WSB is done with NVDA, it starts creeping back up
The last few years have literally been free money tho? All the shit that was peddled here has gone ballistic, ASTS, RKLB, NVDA, POET, MU, GOOG did 120% in a year... fucking SPY is up 27% in a year..... if you're not making money you're either shorting shit with the knowledge stocks only go up or you're actually retarded
Put my paycheck in NVDA calls expiring Friday bc i thot it looked like cheap convexity for data dump tmmrw am I restarted?
Sooo close to dumping NVDA. Something has to happen before the 18th though! Right??
NVDA will be speaking at that conference on the 1st. Any big announcements coming? ANY catalyst would be spectacular
NVDA can either get to $225 or suck my butt
Fuck you NVDA ya fuckass circuit city derp stock
shoulda bought SNOW and CRSR instead of NVDA
I use a valuation factor made from peg + price target + profesional analyst revés to track a good valuation + a mixed score ratio to track fundamentals. As an example nvda currently has 9.5 fundamentals and 9.74 valuation which means very good shape [nvda valuation](https://www.aistockselection.com/es/explorar?ticker=NVDA)
Then we sell all our gains from space and memory and you sell out of NVDA and MSFT. And we gain again on the rotation back into the stocks you sell.
tbf I managed to lose money on NVDA a year or 2 ago. You had to time it almost perfectly to lose money but I pulled it off
In both MUU and KORU since Jan -and holding. But recently sold some (not all, just a chunk of) long-held NVDA to buy NOK. May prove to be a hold my beer moment, but it felt right.
We’re probability all living to 300 because of Elon. Better buy NVDA because you’re gonna need it when retirement lasts for 200 years..:
!banbet NVDA 230 by July 1, 2026
crashed out so hard i uninstalled FB messenger light a candle, burn some incense and play some new age music for NVDA just being a lil bitch right now
i mean the chances of NVDA doing a 2x is less likely than CRSR
I mostly just lurk here, and I've been looking for an excuse to post this. I've been slowly selling off this first chunk of NVDA I bought over the last couple of years, so this is the last of the first chunk of NVDA shares I bought. https://preview.redd.it/5dtajm43xq3h1.png?width=1068&format=png&auto=webp&s=a960509134dba4cef03b50f8139175f375bd0d33
NVDA needs to pump for that final BTFO to Burry
i had NVDA at $129. bahahaha
It was between this and NVDA for me back then. Really feeling good about my Corsair bags now.
NVDA down 0.5% on the news, MU up 40% tomorrow.
Speaking from my own deep rooted hatred towards all of you, It’s because I bought NVDA in 2016 and sold within a year. I hate you all for that.
Please sell, PLEASEE!!!! I NEED MY NVDA TO GO UP
What position? I already said I hold msft and NVDA
sold from 800-850. im good, just issuing a warning. especially due to RSI divergence mimicking July 2024. look what happens to MU versus NVDA from then until the end of that cycle. MU only started recovering after liberation day
need that small pullback to add more NVDA
This dude really called NVDA a semi
the only safe semi right now is NVDA. there could be a small pullback. but Nvidia will likely go up until August. i would stay out of Micron and whatever. saying that as someone that bought micron at 160
maybe just same for NVDA, the current price was already priced in the earning report so they all sold after hearing the report.
The stupid shit was the same shit that made me the money in the first place, 0DTEs on SPY AMZN and NVDA mostly
What the fuck man NVDA should be $300 by now in this clown ass market
$MU is getting the clean re-rate today, but the "AI demand lifts every boat" read is not showing up cleanly across the other AI semi bellwether. right now $MU is $908.18, +1.37%, while $NVDA is $212.54, -1.08%, on 107.2M shares. that matters because if UBS's memory-cycle thesis is being generalized, $NVDA should not be red on the same tape unless the market is separating HBM supply from accelerator margin. the disclosure tape is mixed too. latest House PTR on $NVDA was Daniel Meuser selling $1k-$15k on Apr 24, disclosed May 21; the latest five disclosures are 4 sales / 1 buy. source: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034547.pdf so i'd read this less as "semis got repriced" and more as "MU got a memory-specific multiple argument." same $NVDA surface: https://www.mountainhead.ai/terminal/NVDA [operator-permalink]: https://www.reddit.com/r/wallstreetbets/comments/1tosamm/micron_tops_1t_market_cap_mu_19_after_ubs_raises/ "permalink" [operator-subreddit]: https://www.reddit.com/r/wallstreetbets/ "subreddit: wallstreetbets" [operator-op-question]: https://www.reddit.com/r/wallstreetbets/comments/1tosamm/micron_tops_1t_market_cap_mu_19_after_ubs_raises/ "op_question: whether MU's AI-demand re-rate generalizes to the broader AI semi trade, especially NVDA"
NVDA might be the new inverse MU