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Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
The real hedge for today’s bloodbath $NVDA
Insiders dumped $21B of stock in Q3 and bought $923M
Hi Mr. BURRY, Is it still Circular Financing if Chinese Companies Buy NVDA Chips?
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
30K to invest - Oct 19 Market open
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Why is market crashing again? I'm so sad.. I cannot habibi
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Once again S&P1 seems to be the best long term strategy over the S&P500
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
If market takes a shit wishlist — what prices are you betting your house on ?
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
Nvidia CEO shrugs off AI doomsday to protect it's $5.38T cap.
Einride $ENRD to Build Next-Gen Autonomous Trucking Stack in $NVDA Hyperion
NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
NEVER KYS PART 2 — We are almost even with QQQ since I downloaded Robinhood❤️
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Most popular stocks review NVDA, META, MU
Mentions
I have no position but NVDA will probably see 160-170 within the next year imho.
It’s earnings time. All semi & big tech give big earnings. Last $MU earnings reported $52 Billion One $NVDA GPU need 8 HBM from $MU Why people use Neo Cloud? Because big cloud players $AMZN $MSFT $GOOG their capacity is full AI technology is not Neo cloud, AI not go away $SPY $QQQ
**BanBet Created** ▲ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $218.00 (above) | $212.38 | +2.6% | Fri 6:24 PM ET |
I all got called an idiot for pointing out NVDA being flat for a year.
I mean eventually something’s got to give. NVDA isn’t going to stay at this price and have a P/E ratio of under 15, or at least in the foreseeable future.
Every message I've made pointing out how NVDA is basically the same price as it was in October of 2025 a year ago, will get downvoted. Its an entire year of zero gains holding after literally an entire year of straight up pumping by the president, his team, global figures, and global media. Its a top and this too will get downvoted lol.
Been saying a bit, I think there is also different waves in the AI trade, where a lot of the first wave stuff, like the NVDA/AVGO didn't catch bids while some of the new bottle necks started to. I do agree, like I've been long FIX, it sucks watching it go down, but still up a ton on it. That's the thing about the AI trade, it's really just like a handful of companies that are spending an insane amount of cash. They have gone negative and with higher rates it's going to be harder to raise capital. There will come a point where hyperscalers due cut. AI isn't going away, but it's possible the build slow downs and things normalize a bit. Doesn't mean things are bad investments, just you have to be sure you are buying something with a valuation that makes sense. Especially if capex does slow, every name becomes more expensive, since we know there will be EPS and revenue coming down.
Lmafo same here. Shit started feeling shaky so I made one last yolo on NVDA (ate shit obv) and held rest cash instead of keeping stuff overnight, just day trading. Hoping to find some good plays tomorrow.
Honestly I don’t want anyone here to lose money and I want to preface with that. But I would love for NVDA to go to 0 - so tired for this circle jerk funding bullshit. Jensen is in bed with 🥭, do you really trust he has your best interest in mind? The rich want nothing more than for you to cease to exist, AI is their best opportunity at that champ.
hey guys what should I invest in to make some money? I eat crayons and only take tylenol like my mommy tells me too, I am thinking NVDA or SNDK is a good bye, let me know!
Hope you boys and girls got some cash for tomorrow! Time for me to lose more on NVDA
Bro has NVDA in so many others company's he has to cope . If they fail it hurts him and it's over 20 companies
Hilarious that NVDA is where it was a year ago lol. Permabulls in disbelief haha
It’s estimated that an NVDA H100 has let’s 2-4 grams of gold in it, a GB200 has 6-10 grams of gold. That makes them worth roughly $300 and $700 respectively using current gold prices. So pennies on the dollar for sure, but they wouldn’t be trash, someone would buy them for something.
Bought a 2 month 140 put against NVDA. Im betting that NVDA crashes to $80 when AI reveals that it is a menace, and creditors pull out.
NVDA should try selling a $19 microfiber cloth
LULU in talks to buy NVDA
Bro, if your only down 7k cut the loss, get ready to buy the dip on a bigger tech name, just NVDA alone you’ll be able to recover the 7k after this dip, if I’d start over it be NVDA at 210 and average in at worst every 5 or 10 depending on your risk tolerance
NVDA is the next Trillion dollar company!
i'm holding my NVDA calls I'm sure they will be in the money by tomorrow...
Such a neat saw on NVDA chart. Fuckers liquidating lol.
gonna be a 5% down day for NVDA sheesh
I did and NVDA invested in EU infrastructure
**BanBet Lost** — /u/Sufficient_Nose629 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $230.28 → $240.00 | +4.2% | 2w | Lost |
:shrek: :shrek: :shrek: :shrek: NVDA :shrek: :shrek: :shrek: :shrek: :money: :money: :money: :money:
$NVDA it can takeover $CRWV and give confidence to AI theme
:shrek: :shrek: :shrek: :shrek: NVDA :shrek: :shrek: :shrek: :shrek: :shrek:
NVDA looking to put 10 Billion in CRWV
NVDA isnt supposed to dump like that, no bueno
Damn NVDA still not done sellin'
There are people who pumped/bought NVDA stock just to see it go (close) to 6 trillion and now its back to 5.1trllion
$NVDA and chill bro
Because NVDA is one stock and SPY is an ETF, retard LOL
NVDA clearly drilling for oil
At some point all that investment will have been worth it......at least for the hyperscalers. But holy cow are NVDA and AMD being flooed with cash. Super bullish on both for the forseeable future.
Wanting to get a solid portfolio setup for my ROTH and personal brokerage. 21yr. US. I can comfortably max out my ROTH. No employer match. I can also put some into a brokerage account, however it's currently in a HYSA. Whatever I don't put into my ROTH will be for a house. No rush. Would like to downpayment on a starter townhouse in about 5 years. Looking for lowrisk. I have my fun investing money set aside from when I have lighter months ;) Have VOO, SPY, and NVDA in a personal brokerage. Nothing in the roth that is meaningful. 25% of my paycheck is to monthly expenses, about 50% to retirement and investing. No loans, no debt. Just looking for a place to park my money in my ROTH tbh. I don't mind having my money sit in a HYSA, but I do want my retirement to compound sooner than later.
The debt has already been placed lol, AMZN GOOG NVDA already raised capital to spend. Ship has sailed for over $1T in money
$NVDA isn't even sub 200 yet. Bear market hasn't even started
Yeah, Elon Musk just guided to 800B spending on NVDA chips in 2027 even though estimates for NVDA are 700B for the full year in revs. OpenAI has comitted to like 900B in future spend even though they have no money. Everyone just throws out big giant numbers are the (dumb as fuck) stock market eats it up. Credit unfortunately, doesnt, and thats why credit has been cracking and collapsing lately, because FINALLY SOME SANITY IS KICKING IN.
This is pretty basic supply and demand stuff. People see $300B going to NVDA, and then see demand meet that spending, and think that $300B of compute isn't enough. When in reality maybe only $150B of that capacity is being utilized. That does change your supply and demand assumptions. It would be like if oil purchases increased 50%, people thought that world demand increased by 50%, but then it came out all of that extra supply was just being put into storage. That shows that world consumption of oil didn't change, and that if countries stopped buying extra oil to store (or worse case, released oil from their supplies) it would cause prices to drop.
Dude just compared GME with NVDA.. he is either very smart and knows something NO ONE knows, or he is wearing a helmet in the corner of a room.
NVDA forming the elusive camel toe formation on the 5 min
Got some nov 27th NVDA calls
You are comparing NVDA with GME... what a dumb ahhh lol
Any chance NVDA drops to $212 flat? That’s where my buy is sitting at but I’m impatient
We should know by now, once there is FUD on a stock, you BUY! NVDA is down and will only come back stronger. Get some shares or long-dated calls and you will make money. It is a money glitch.
I cannot wait for everyone to make money on their NVDA calls next week!
That happened with my NVDA puts I bought yesterday. Sold for a tiny tiny gain and now it would be worth over 100%.
I should have waited until 11am to buy those NVDA calls. Nonetheless, they will print within a week. Thanks for the fakeout!
These NVDA swings up and down are normal if you look at the monthly, quarterly, annual returns. They are corrections with how volatile the stock can be. With that said, it always does this when I open stakes and put money on it lol.
NVDA is the AI hedge. if AI succeeds you lose your job but you win with NVDA. if AI fails you lose money on NVDA but at least AI has failed and you still have your job.
Not even close. If you assume we stop new data center construction instantly.....let's look at FIX. That company made like $16/share in 2024. That's with some data center construction helping them. If you assume they go back to that level the stock is trading at 81x future earnings. Now do NVDA. Of you actually think data center construction stops next year there is a long way to go. Not a prediction, just doing math on your scenario.
I did infact not time the bottom on NVDA
Imagine getting the chance to buy NVDA at $213
I may have just timed NVDA calls right at the bottom.
yeah. I feel like not buying NVDA here is peak stupid. Im gonna wait a bit though
Not stoned yet...still a tad early in the day. The debt doesn't matter when you can service it, and when your financial backers are the likes of NVDA, AMZN, MSFT....Think of it like a car loan when you are 16 years old....you can barely afford it, but your parents (NVDA, MSFT, AMZN etc,) will foot the bill, if you can't pay the bill. They have even gone so far as to say "hey, if you can't sell all the power, we will buy it!" the debt is secured, and doesn't matter in the sense that your thinking. You think that the debt is going to wipe out these companies. That can't be further from the truth. You NEED debt to grow a business in most cases. No business owner in their right mind, would take out so much debt, that it would bankrupt the company. It might happen to a few companies, but not every single one of them. The data center companies who already have facilities, with power running to them, are going to command premium pricing, when everybody figures out there is not enough power to run all these chips.
i guess now you know how it feels investing in NVDA
These NVDA dip buyers have infinite ammunition
WHO YOU GONNA BELIEVE? SOME NERD AT A TRADING DESK OR JENSEN FROM NVDA? HMMM??? Buy the dip you bussy ass bussy biiiitttcchhh
Capex narrowing from one of the hyperscalers as reports emerge that a shit ton of chips have been sitting in warehouses and NVDA has been asking buyers to pay upon purchase. Uh oh. I ain’t a bear but if one more hyperscaler does the same then ORCL is going bust within the year. I’m like 80% confident ORCL will get a bailout
Oh its certainly overvalued, but they also are the only competition to NVDA in terms of where they sit on the tech requirements for buildout
So my take why the market has not dumped a couple of months ago, the market makers don't want their big boy clients getting bankrupt so they let them unload stocks in batches, you will see loads of articles encouraging us retail to buy so can be used as liquidity in the meanwhile. The elite don't care if we lose our money as where the peasants to them and they can continue Ponzi schemes in the background like Musk. They changed the rules on Nasdaq to accommodate SPCX so Musk could become a trillionaire lol The AI circular financing deals mean more profits for the tech bosses but would you buy NVDA at $240, that's what they have been trying to get retail to do so we can be bagholders at the top in a very shaky market.
Yes and no. This is quite common for tech companies. The larger Mag 7 companies actually pay out more in stock-based compensation than Tesla. However, for the Mag 7 peers: - Stock-based compensation makes up a much smaller proportion of their net incomes because they are highly profitable - The non-operating income sources (such as mark-to-market investment gains) make up much more significant distortions, especially in recent quarters, to the point that I think non-GAAP earnings is a better metric here - All of them except for AMZN and TSLA are pretty good about aggressively repurchasing shares that go towards SBC anyway. AMZN occasionally has done so in prior quarters (most recently 2022). Tesla has never done so. Here are the the most recent data I have, which is actually a bit lagged (earnings period ending June 30 for all except NVDA, which ended in July). My source didn't have non-GAAP NI for NVDA or META populated yet. | Company | GAAP NI | Non-GAAP NI | Non-Op Inc | SBC | Share Repurchases | |---|---|---|---|---|---| | NVDA | $59.69B | ? | $8.00B | $2.03B | $22.13B | | AAPL | $29.79B | $28.11B | $0.527B | $3.40B | $28.32B | | GOOGL | $112.19B | $35.01B | $99.62B | $7.96B | $6.57B | | MSFT | $35.77B | $35.29B | $4.29B | $3.12B | $4.58B | | AMZN | $62.65B | $21.53B | $54.61B | $6.04B | $0B | | META | $15.85B | ? | $0.764B | $7.66B | $4.28B | | TSLA | $1.11B | $1.16B | $1.01B | $1.15B | $0B |
splits still working as agent to pump stock price? i through after people figured out NVDA and TSLA split stock price pump scam this was no longer a thing.
don't forget deepseek and other cheaper models. AI regulations haven't even been signed or discussed. when new admin comes in, the regulations gonna be the death of AI crowded trade. NVDA will be a normal stock again
60billion against a 5trn valuation? That's (checks notes), like 1% NVDA swings more than that for lunch
Prediction for 2 weeks from now: QQQ $457, MU $38, AAOI Delisted, NVDA Chapter 5 Bankruptcy
I bought NVDA puts at the *very bottom* last week. Praying this dip is the dip ex machina
Now the entire will collapse until NVDA has to \*save the market for the 15th time....even though every other company already beat and raised
I bought NVDA puts like a chuddus maximus at the very end of last week. If tomorrows dip saves me I’ll happily take the end pieces if it saves me from just crumbs
I had a classmate being pushy to me to buy NVDA (as well as the mag7) in middle school. I asked my dad and he said to wait until I'm older. I'm still mad 😡
NVDA goes to zero because you have calls
Even if Anthropic can design their own chips, it will take 5+ years for them to actually make one. By that time NVDA would have figured out something else.
As long as you can make money in the short term and not delude urself to holding long-term AI depreciating companies unlike NVDA and AMD that sell it you can still come out on top
i've heard both bear/bull cases. the thing is that demand for AI is still strong, it's still needed, i don't think it's fully down not to mention NVDA owns a stake in it.
This will sound gay Admittedly when I went long on NVDA most of the Bag7 were cash fat and debt lean. Seems like the tables have turned. Anyway, calls
If you sell a covered call and a put at 180 while NVDA is at 220 the premium for the call is gonna be a LOT higher like $4,000 higher than the put
Its funny these stocks like NVDA TSLA MU SNDK go on these generational runs that make people rich then WSB buys in after and try to play every theta chop for 2 years
wonder if its time to sell NVDA
If you’re bullish on Meta then buy NVDA \~ the 11th commandment
NVDA is also technically committing fraud that should be called out if it wasnt for this administration. Giving money to corps to then buy your product and counting it as revenue is illegal. SpaceX is a near 20 year old company. saiyng 160% yoy growth is 100% fake news. They are manipulating the data in a way to look better on paper for this stock.
And companies will have to do what to maintain their market position? Buy more expensive hardware before the other guy does. The only ones winning here are NVDA.
NVDA to the moon tomorrow
Markets better not care about elmo glazing NVDA again :belt:
yeah, once the 'peace talks going well' drops at 9:29am tomorrow, SPY/NVDA to ATH, QQQ to 750
An equal-weighted S&P might be a decent option. A 30% downturn in NVDA would be a 2.4% hit to VOO and a 0.06% hit to RSP. Across the broader index, an AI bubble pop would likely bring down nearly half of VOO and around 20% of RSP. On the surface RSP might be a good compromise in the short term. However if the losses get wider, like 2007-09 or 2020, RSP earned -60% and -39% respectively, compared to VOO at -55% and -33.7%. Interestingly, RSP is outpacing VOO YTD.
NVDA puts now probably prints. Shit can't get above 222
What?? If you sold a put at 180 for NVDA and NVDA plummets to 170 you buy the shares at 180 vs 220 having a $10 per share loss vs a $50 per share loss. What do you mean "actual risk" ??