Reddit Posts
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Is Nvidia still worth watching or already too expensive?
Theory on real reason AI and Space are crashing
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
$IREN - heavily shorted this past month
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
June CPI missed big but I'm not buying the full rally yet
NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?
I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul
The NVDA debate has changed: the market is no longer arguing whether AI is real.
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Mentions
Come on NVDA you pussy show us your V
NVDA fucking up my calls again, what's new
NVDA please dont do this to me
Just received $5.18 worth of NVDA stock thanks to robinhood... and just when I was out, they pull me back in 🚀
Chances of NVDA hitting 220 today?
Trash NVDA WTF YOUR BRINGING DOWN THE MARKET PIECE OF SHIT LEATHER JACKET
My favorite people in this sub are the ones who want to know how to find the next NVDA but refuse to purchase anything that has gone up 50% in a year. “It already went from $10-$20, it has to go back down now.” Idiots.
$NVDA $SNDK $WDC $STX $MU Semi bubble bursts
$NVDA. Can crash 10-20% at earnings, even earnings flat and low outlook 5 Trillion, 20% crash means 1 Trillion wipes, imagine margin call 3-4 Trillion See all semi in $SMH
NVDA call everyday is the play
We basically full cycled back to NVDA being the market. What was next? Semis?
no, NVDA, AAPL green, so are defensive plays like KO but no one in WSB wants to trade that
NVDA pumping like the AI boom is forever
NVDA holding up the whole market
market is trying to hold semis by buying more NVDA .
My friend has been a electrical engineer, in NVDA since 2018. Now Senior RTL engineer. Got $6-8 million in equity. I chose to do a PhD. Who’s laughing now? (My friend).
oh no. APPLE is rising from the grave. NVDA please grow - don't want that PoS banana company to be the largest company in the world
NVDA, CRWD, RTX , HOOD. 3/4 of the shares I hold are absolutely doing wonders ❤️
I don’t know if I’m rational or irrational. What we can say is I was wrong about TSLA’s valuation in 2010. I thought it was crazy over valued and made a decision I don’t actually regret based on that. Don’t worry about me - I found other stocks to be more attractive at the time which did pretty well 😉. Invested in NVDA early and after some notable gain doubled down (I don’t sell all my stocks after a big gain).
I got a bit of a gambling problem myself (sports & casinos). But for some reason gambling on options and stock trades just doesn’t appeal to me. I can do all 3 on my phone but sports is the only one I actively do. I purposely don’t educate myself on how to go about doing options trades. It’s one thing to lose a couple hundred dollars. It’s another to lose my retirement and my families betting on like NVDA or AMZN
Why tf is NVDA pumping over recycled 2 day old news?
NVDA gives me blue balls all the time lol
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $225.00 (above) | $220.04 | +2.3% | Aug 8, 10:12 AM |
Yeah, it doesn't work like that. Feel free to go look at the roadmaps. HBM is co-designed with the GPU (NVDA, AMD). What is PIM / CIM? The market is currently pricing in that none of this stuff exists and that the AI buildout only lasts for two more quarters.
hmmm... next BIG date is NVDA earnings on Aug 26th.
They are. But much less commoditized than memory. A 16GB DRAM chip is pretty much interchangeable between suppliers. High end GPUs have a real moat. Look at NVDA. People choose them because they are superior. While memory usually just gets chosen because of price.
You better squeeze NVDA
No secrets just learn how one single stock moves. I only trade options on companies I own and watch constantly. Been trading NVDA for years
Me : " **Cheaper** and **less complex chips** means more competition by other, less leading chip developers and hence lower margins." You : "This inference is cheaper because **it’s less computational intense**. **But the complexity remains the same. ASICS can make it cheaper** by encoding the algorithm in hardware. But that’s a separate thesis for market share against avgo. " You obviously confuse algorithm or general complexity (which I was NOT talking about) with chip complexity (relating to its architecture) which I had mentioned.. But funnily : Your mentioned ASICS are **for example** much those **less complex chips** (architecture) and cheaper than those of AMD or NVDA - and thats EXACTLY what I was talking about. So you fIRST contradicted me with a confusion of different notions of complexita, and then you repeated my argument with a particular chip. Sometimes it helps to read twice ..
do u realize how "sell the news" works on stocks with already high expectations? Most of them are almost guaranteed to beat estimates, so Wall St. focuses on next quarter guidance: NVDA for e.g. SNDK just like last quarter (though it ended the day green despite tanking in pre-market).
NVDA usually either grinds or dumps on earnings. I’ll walk the Sep put up depending on where we are on Aug 21 and after earnings I’ll look at some leaps or fairly long dated calls
In 2016, **Apple (AAPL)** made up approximately **3.5%** of the SPDR S&P 500 ETF Trust (SPY). Today, **NVIDIA (NVDA)** accounts for **7.71%** of the total fund weight. (AI sourced) Nominal numbers are whatever they may be but how much of S&P 500 can a company be before it is too much?
Burry short NVDA, but not SPCX 🤡
Im guessing the same will occur with $NVDA
>Jim Cramer says investors should consider buying SpaceX for their kids 20 years from now they will be the next NVDA
If this happens to NVDA, the world will end
I still have my 1000 shares of NVDA at a 99.36 basis.
SPCX will be the next 10x multibagger like $NVDA. A trade that can retire your bloodline Just buy and hold for 20 years
Go VOO & chill brah. maybe a little in bonds to lower portfolio variance. Bro you’d hate my portfolio, absolutely beta maxed on INTC, MU, NVDA. Its rough over here, july had me a little nervous. Also ignore any SCHD recommendations, you need growth ignore dividends they underperform growth
NVDA ain't no get rich quick stock anymore. Its a "I got very rich, very quick" stock and now is just doing some some lil ol compounding.
GOOG did not train with NVDA hardware, they probably lost trillions
If NVDA gets to 235 again, I'm gotta protect my shares with some puts and CCs.
Meanwhile NVDA moons cause Elon said their name 3 times during their earnings call. You just never know. That's why this is a casino
>NVDA could be the next Oracle Oracle is a boomer tech company, don't really trust them when they had to move their HQ twice in just 4 years recently.
4% NVDA. 4/5 on Vanguard’s risk scale. Just sharing facts .. I like the stock!
VOO is up 54% on my Roth. The holdings I have above that is: AMD (182%), NVDA (83%), AVUV (55%), and special shoutout to FLR which is higher YTD but I haven’t had it for too long. In my rollover i did all this at the same time and since that time VOO is up 3%. What I have higher than that is: AMD (153%), VUG (12%), FLR (18%), AMZ (23%).
I definitely use TLH as a way to lower my taxable income. I’m primarily a buy and hold investor. Occasionally, I’ll sell a position that trigger capital gains. I can wipe them out by selling some PYPL or NKE. Of course I wish that I didn’t buy them in the first place. They can’t all be winners like NVDA or LLY. In addition to selling enough to wipe out the gains, for the last several years, I have reported a $3k loss. I think I currently have about $10k in losses that I have carried forward from previous years.
Trying to time the short term top on NVDA is insane, it just does not go down lol
Nobody knows the real value of these companies. NVDA trades at a forward price-to-earnings ratio around 27.1. Its five year average is 72. So it’s trading at a third of its own historical multiple, while demand is at a record. How many chips do we need? NVDA is best in class, it’s a pretty safe bet to side with them. Ultimately you want to make a bet you can win. The battle is between the companies making the chips or the companies using them. There is a limit to how many spending years for multi hundred million dollar META, MSFT, AMZN have in them. We’ve seen five semiconductor cycles in the last 15 years. Up, crash, up, crash. The minute these companies say it has had enough the chip sector will suffer. Don’t get caught between the two.
MSFT was first to hit $500b. AAPL was first to hit $1t. And they just kept climbing after that because they kept growing. NVDA makes over $40b in quarterly profit. If that numbers jumps to $50b and $60b, does that not justify the valuation increasing? With that type of cash flow there would no doubt be substantial share buybacks.
Did a 2x today on 0dte NVDA puts. I feel like shit because I want this to happen again but realistically I know it won’t.
NVDA, AAPL, LLY, Berk, which are all green
NVDA could be the next Oracle if they'd expand their moat more.
Yes, just look at the numbers on Finviz even with the recent run up. MSFT is the only other valuation contender but that had a much bigger run up of its own. [https://finviz.com/stock?t=NVDA](https://finviz.com/stock?t=NVDA) |Forward P/E|**17.16**| |:-|:-| |PEG|**0.36**|
1 minute before closing NVDA dumped with 15.4 mil volume… but then again it hardly made a dent
I agree with your decision. I got rid of 200 shares of META today, sold puts at a strike of 620 and 585 instead. Added QCOM and UBER. Sad to let GOOG go, but not my choice for now. Will continue my mission after riding MSFT, AVGO, NVDA, AMZN another month... hopefully not a mistake, cuz we'll probably replenish miissles or think up new lies by then.
NVDA was posting significant triple-beats for the past year and has traded mostly sideways, only now maybe waking up.
that's fine just stay away from NVDA
Here’s what’s going to happen tomorrow: SPCX will tank below $100 on 900M share unlock SPY drops when Trumpet reverses sentiment on Iran NVDA will retrace $210 after rising on Musk comments yesterday
i just hope NVDA tanks by friday
NVDA will tank $20 over night
My last 300 in NVDA 230 calls for Friday 😪
Can’t go wrong with NVDA🚀
After close SNDK down NVDA up
The NVDA $220p they took from me at $.02 went to $.40 lol
SPCX sucked up NVDA's dong last evening
NVDA market makers trying to PIN it down to exact MAX PAYNEEEE
It's great to see the Amish buying up NVDA, it was about time
Lol AMD is up 126% ytd. It trades at a 162pe. NVDA trades at a 32pe. It’s up 18% ytd. Quit chasing shit at the top. You should have moved into NVDA at 190
I need a surprise NVDA dump rn
Retarded to full port NVDA here?
NVDA is going to leave so many behind when it rockets. WSB is desperately bidding AMD and INTC 🙄
Crazy how much NVDA can move so quick. A week ago it was around 4.6T and now it's 5.45T
Since NVDA became a 4T blue chip, the only period it prints is a week before earnings and during GTCs since the short term profit takers between the funds across the globe can make the stock 10 more than 15% throughout the month after earnings
NVDA before wiped 70% after every hype burst Like metaverse, Crypto, EV etc If this time crash 70% after AI burst, means 3.5 Trillion wipeout
$NVDA think, 1st time NVDA revenue miss after 3 years, how many Trillion wipeout?
Bro I need NVDA to go to like $400 by year end
Situational Awareness hedge fund liquidated all $45 Billion holdings. $GS $JPM $BAC big 3 prime broker moved together to raise cash, failed, liquidated. Its holdings $BE $SNDK $CRWV $IREN $CORZ $SKHY $NBIS & many semi. when GS, JPM, BAC prime broker couldn’t save 45 Billion hedge fund Do you think they save Trillion crash of NVDA ?
yeah NVDA drivers just work after the update , Puts on AMD calls on NVDA
$NVDA NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative, cancel double order, renting over building Once big cap stop buying GPU, NVDA can crash 80% See how Margin Call movie repeats again Situational Awareness Collapse, just a Trailer See $AMD today
Lemme guess, SPCX will exclusively use NVDA because Jensen was the only one willing to give GPUs for free
$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative, cancel double order, renting over building Once big cap stop buying GPU, NVDA can crash 80% See how Margin Call movie repeats again
Tomorrow we go for 5 straight days of NVDA +2.5% or better
NVDA is being a bad girl. Just go up to 230
HEY! Is now a good time to start accumulating shares of NVDA