Reddit Posts
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
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
Mentions
Pretty much looks like we’ll be pinned to a 10 point channel until warsh opens his hole. Don’t even think NVDA will shake this but could be wrong with their new dumb gpu derivatives strategy
NVDA we were in the verge of greatness, we were this close
NVDA = No Virgin Dies Alone (Apart from those who own NVDA stock)
Cannot wait to gobble up NVDA under 200 next week
NVDA getting fingered
NVDA price action is so bearish the last 10 days
So both NVDA and MRVL come out this week. It’s either makes my port or ruins it in a 2 days back to back. Let’s see.
There will be no movement until NVDA earnings, see ya then.
Do u guys think NVDA will drop below 210 again?
NVDA would be lucky to retain 210 after earnings let alone pump to 220
Special edition leather NVDA cards when?
NVDA heading down, AAPL and GOOG already down big. This ain't coming back up
because I already have a lot of AI stock exposure through memory stocks and NVDA is not in a buyer zone right now, if it drops to around 200 I will
AMD looks like a good short. It's the last bit of retail cope hoping they benefit from NVDA going down a bit.
RIP those who got baited into NVDA calls
I'm shorting NVDA to the ground
Is it all just pre NVDA earnings chop this week?
NVDA how are you really going to lose all your gains that fast
God speed to anyone playing NVDA after earnings call
I would like for NVDA and AAPL to go to the moon. Thank you.
I feel like DELL is going to run after NVDA earnings
SPY always stays mostly flat the day before NVDA earnings btw. I would hold off on 0dte for today.
OpenAI saying their new Jalapeno chip can outperform NVDA's GB300 in speed and power use.
I have officially entered into an emotional relationship with NVDA. Spoiler alert: it's *hate*.
Market ain’t moving substantially until NVDA gives the green light.
Highly regarded analysts: 'NVDA dead in the water, only down from here'
$NVDA if NVDA miss and crash like $DKS , how many Trillion we look at risk ?
Can NVDA earnings pump/dump TSM 5%? I'm trying to get out of a big hole. (Not your mom's)
I would be of the opinion that AVGO gets a bid along with NVDA....after NVDA earnings.
Who else is loading up on NVDA? 🚀🚀🚀
$MSFT $NVDA - OPENAI CLAIMS ITS NEW CHIPS CAN OUTPERFORM NVIDIA PROCESSORS IN TESTS Scam Altman
Bruh NVDA what a fucking loser lol
Stop fuckin around NVDA!
NVDA could double Wall Street expectations and this fragile ass market still wouldn't pump it. The Macros have been fucking us all hard since King Lardo went playing in the sand.
NVDA hasn't really gone anywhere in 4 months....My money is on it goes uppies after an explosive earnings report, that will drag the entire market to the moon afterwards, well into november for Donaldino Pumperino
NVDA going to $190 after earnings
I don’t disagree long term that this isn’t sustainable, but I’m also making a bet- with a lot more reward than risk- that NVDA rockets short term. Dm losing a few grand for potentially making tens of thousands and don’t see the bubble popping until after Anthropic and OpenAI IPO and publish their figures or the MAG7 stop their massive capex
NVDA earnings buy the rumors? SMCI is going up too
NVDA got room. Breakout above 230
Still somehow 50% down on my NVDA calls I bought last week for 28tb
done for the day, I'll be back tomorrow afternoon to sell put spreads on NVDA
"oh wait, NVDA make infinity money, why the fuck did we sell again"
NVDA finally realising it’s a monopoly with 75% margins
hope you bought NVDA under 210
don't lose it all bud. I don't have a good feeling about NVDA earnings. They need to show growth in demand but I'm pretty sure they will report tampered guidance.
NVDA calls still down 60% but just need another 11% move up to breakeven….
Just seems a frothy af market benefiting from the complete capitulation of US bonds. Could pump on NVDA earnings but with 50% earnings growth already priced in, upside is limited
No volume before NVDA earnings boy
That's exactly what I did with NVDA less than 45 seconds after waking up today
here comes the 5-10 point gain for NVDA before its 20 point loss after it beats earnings. can't wait
Puts on NVDA, this is revenge for Gamestop!
NVDA reports tomorrow. Yesterday tech sold off and the Dow went up. Rotation or nerves? Monday's tape looked odd to me. Nasdaq 100 -0.97%, Nasdaq Composite -0.76%, S&P -0.28%, but the Dow +0.26%. NVDA -3%, MU -6%, TSLA -4%, AMD -3.5%, AVGO -3%. Brent -2.35%, gold sitting near $4,700. Two reads I keep going back and forth on: Bull read: nobody actually ran for the exits. Money left the AI names and went into old-economy stuff, which is what pre-event repositioning looks like. A 3% move two days before earnings on a stock the whole market is waiting on isn't unusual. Bear read: MU being the worst of the group is the interesting part. That's the supply chain, not the headline name, and it fits the "is AI capex earning a return" question that's been hanging around for months. Gold testing a breakout doesn't scream relaxed either. NVDA's sitting between roughly $205-210 and $220-225. Feels like the print settles which read was right. Not asking whether to buy or sell. Curious what others make of the Dow diverging like that going into an NVDA report plus Jackson Hole in the same week.
I think we have the same thesis. My worry is just a firestorm of events we have right now. We are at historically low levels with our strategic oil reserves, no solution for opening the Straight, OpenAI and Anthropic getting additional Capex from their partners this year (suggesting they are far from profitable and running out of cash), the SPACEX IPO which is a scam on retail investors (it has manipulated volume because retail can't sell without a fee), and the Anthropic IPO in a month. I think the pressure has already built up and they are running out of time. The market volume and behavior tells me they are swapping positions without trying to induce panic. I don't have an exact date, but that's why i went with late 2027 puts. I think it happens as early as tomorrow if NVDA gives tampered down guidance. I think is the most likely scenario given even OpenAI even stopped burning cash on training for "security concerns". They are just lying at this point. it's cope
Slight Ms through and buy NVDA
Positive news, will recover with focus on chip stocks and NVDA news.
NVDA reports tomorrow. Yesterday tech sold off and the Dow went up. Rotation or nerves? Did some research to figure it out. Monday's tape looked odd to me. Nasdaq 100 -0.97%, Nasdaq Composite -0.76%, S&P -0.28%, but the Dow +0.26%. NVDA -3%, MU -6%, TSLA -4%, AMD -3.5%, AVGO -3%. Brent -2.35%, gold sitting near $4,700. Two reads I keep going back and forth on: Bull read: nobody actually ran for the exits. Money left the AI names and went into old-economy stuff, which is what pre-event repositioning looks like. A 3% move two days before earnings on a stock the whole market is waiting on isn't unusual. Bear read: MU being the worst of the group is the interesting part. That's the supply chain, not the headline name, and it fits the "is AI capex earning a return" question that's been hanging around for months. Gold testing a breakout doesn't scream relaxed either. NVDA's sitting between roughly $205-210 and $220-225. Feels like the print settles which read was right. Not asking whether to buy or sell. Curious what others make of the Dow diverging like that going into an NVDA report plus Jackson Hole in the same week.
You're just going off on tangents now. Point of the comment was older generation GPU's are still in demand, be it A/H/B. Also you need to consider A100 was made in much less quantities due to smaller market/less demand at the time. NVDA revenue is now 10x of what it was in 2020.
So the way I understand the market, if NVDA crushes earnings and gives screaming hot forward guidance, NVDA will fall 4% or so while memory and optics shoot up 10% or so?
While I think the OP is right in the long term, I don't see much changing until Capex starts drying up. This bubble will pop. My gut feeling is that it needs it Lehman moment for that to happen, which will likely be OpenAI going under and taking several companies down with it. That said, the Mag 7 has been rallying and actually become an odd point of safety in this market. I'm using this to sell covered calls on my MSFT shares (former employee) in hopes that some of them get assigned once the price ticks over 500 again. NVDA I think has the most to lose here and has pretty much maxed out its value, which is why puts make a ton of sense, especially given their desperation of late to keep the house of cards alive. That said, while I could pop in 2026, I think 2027 is a safer bet. OP, add GOOG and META to your list.
Check the DD post. Basically nobody has money to buy these elevated hardware prices; retail has been using options to catch up which worked because Leopold and others used margin to pump beyond reality. This gave the execs AI psychosis and they thought they could layoff the whole workforce. Well now those LLMs are worthless because of free models, and they burned 4 trillion on data centers. This shit crashes with lower NVDA guidance or the Anthropic IPO documents.
We easily pop on NVDA lowering guidance. All the prices now are based on growth
Let me tell you a little secret CRWV is a 0. Always has been, always will be. They exist solely for NVDA to manufacture numbers.
# Whats NVDA GON DO TODAY GO TO ZERO?!?!?
NVDA partnerships will prolly pump this week, more than NVDA anyway :kek: Things like LITE, COHR, AMKR, memory :hmmm:
Naive gamers bought NVDA / AMD / INTL because "gaming go boom" Smart money bought NVDA because of CUDA invention Smart money bought AMD / INTL based on the IOT thesis. At the end it doesnt matter because they both were right. And gamers probably had an easier time to hold through it because their blind faith in "gaming company i like" is an easier hold than predicting the powerhouses providing the infrastructure of the future.
Imagine NVDA drilling 10% like Apple did. Actually imagine it drilling 22%.
NVDA and MRVL are going go make bulls a LOT of money by Friday. All aboard
Me with my NVDA calls
2 scenarios: 1) We rip hard till the first week of September, post NVDA ER then drop/chop till FOMC 2) Since everyone and their dogs is bearish for September, we rip a bit then rip harder the whole September then October consolidate/drop with the next fud, until the next ER season begins and we get Christmas rally calls it is
Buying retail clothing supplier stocks has been moar profitable than NVDA ytd, this market’s something else 🎢
I bought 200 shares of NVDA before close last night and held overnight. Was not disappointed. Sold for like 500ish profit just now
Market will crash after NVDA ER
Flash crash, then NVDA saves the day, bringing us flat to end the week. Yawn
I will, last time I sold at 157% it closed at 567%. Always be greedy, NVDA earnings will cause it to pamp bigly.
Nbis had 2 powerful news yesterday, GPU + rerated higher target price. We might see those 2 giving momentum today at the first half of the day. Will keep some for post NVDA ER, the data centre guidance/new info could make NBIS run wild
Are taco Tuesday back on the menu again, or another fake pump because of NVDA Upcoming ER.
Just consent and NVDA can't rape you.
If this pump holds, 50/50 chance they rug us after NVDA ER
The past 4 ER, even with beats, NVDA dumped. So proceed as you will
i can dump my memory bags at a slight profit. think i should just let go? or wait to get raped by NVDA earnings?
Calls and NVDA earnings, together at last
NVDA pump all day today and huge sell off just before close trust
Yeah, one reason I’m more bearish now is because of monetary tightening. This company will get punished for these higher yields. But I also think the demand for compute is going to decrease (NVDA) soon and quantum is largely a sympathy play to AI / Data Center demand. OpenAI has publicly stated they are focusing less on training frontier models and NVDA downsizing OpenAI data center spending. It appears to me circular financing may be unwinding which would be a big risk to these sympathy plays.
I have TTWO leaps expiring end of Dec 2027. Also started positions on SONY in the last 2 months as they’ve started to end physical discs and is transitioning into the next phase of AI - robotics. But otherwise been in NVDA, INTC and AMD forever.
NVDA earnings are going to be beautiful for everything Tech
If you're new around here just be aware that if NVDA has really good earnings and solid forward guidance, it will drop for no reason, but everything adjacent to it (LITE, COHR, INTC, MU, etc) will pump
Literally gonna pump straight up from EOW until third week in Sept with new ATH on SPY (maybe not QQQ but close) and then dump 10% to end of Oct. If you didn’t buy yesterday’s bottom, you might have another chance Thursday after NVDA Please don’t go short :pepeuwu:
Curious if NVDA mentions sales of Vera Rubin and NVL72 configurations to them during earnings.
NVDA please save my spy calls