Reddit Posts
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
NVDA update – held green through the Fed hike, pre-market $217
SOXL 9/18 $130 strikes at .12? Hmmm.. 🤔
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
Looks like the NVDA bears got lucky todayyy!
WallStreetBets is a psyop to profit off the greatest wealth exchange in history. Give your inheritance to Jane Street
Sentient AGI will never kill off humans! Loading up if tomorrow is a red day.
Best call options to gamble for next Wednesday Fed decision?
SEPT 16TH DD: The Fed gonna mess up your calls (OR) J-Pow’s successor is bringing back the 1980s. Grab your helmets? (co-written by Gemini)
Everyone’s Chasing NVDA While Korea Is Quietly Building the AI Memory Trade 👀 KSMH
Absolute YOLO - 350 NVDA contracts expiring in 2 trading days ($16k)
Mentions
Google and Nvidia have a correlation of .29, which is low. https://portfolioslab.com/tools/stock-comparison/NVDA/GOOG This is why I said go verify your beliefs. I'm not going to sit here and correct you every time you make wrong statements.
Except that chip worth $1 on their balance sheet is at inventory cost and not retail price - which is much higher. So NVDA sells the chip for $2, say, and records it as $2 in revenue, $1 in cost of goods sold, netting to $1 profit on the bottom line.
**BanBet Lost** — /u/piratedays1 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $216.47 → $235.00 | +8.6% | 1d | Lost |
NDX and NVDA moving. I already mentioned PDYN earlier. Should move in relation imo.
Jensen saying "fuck you" to the market and buying back his own $NVDA stock right now.
Can we get 220 today NVDA?
Can AVGO please follow NVDA please?
🌽 ripping. NVDA ripping. But mm’s said idc - theta
Starting to seem like it since they’ll take NVDA down a lot with them
CRWV can go bankrupt and the rest of the AI ecosystem can do fine. This is a nothing burger. Its less than 1% the size of NVDA, remember?
NVDA is trying its hardest no to fall off a cliff
CRWV is completely sold out for 2027, any excess capacity will be bought by NVDA. This company basically will be sold out of whatever capacity it can get, thanks to backing from NVDA, and your selling. Last time I heard a company being sold out for more than a year, it was MU, and it was 80$ per share at that time. Just saying
Every trade is different. This specific one was a combination of bullish price action, recovery off tariff lows, and a great story around MI-series chips that could take market share off NVDA
Remember when NVDA was this exact price a year ago? LMFAOOOOOOOOOOOOOOOO
NVDA needs it's own stock exchange just for NVDA
Delist NVDA . It’s throwing the game
I mean its not BLOWout pop, but the hole is getting bigger. That's 8% of NVDA's hardware contracts and BlueOwl financing on the line from them alone, which does spill over immediately into ORCL
ngl Jensen needs to stop lying about other companies. idgaf if he pumps NVDA that’s his job. but he’s downright spreading nonsense all the time across the whole ecosystem
Jensen had his moment to grift It might be over No rich person wants to hear some buffoon say their child won’t need to learn basic math That’s such an idiotic take & made me hope for the worst for NVDA tbh
AMD, TSM, MU, NVDA all shit
So now Coreweaves financials are ass-kettle in the wind and they need much more time than expected to start reaching a point that they can overcome their debt servicing for true growth. And they have a huge contract commitment to NVDA as well. If CRWV collapses NVDA's financials will be looked at next to satisfy the outstanding debt
I had been eyeing some beaten down tech post-tariff and didn't want to do TQQQ again after I ate a 40% drawdown off ATH. AMD was kind of hanging around, I went all in at 100 pre-earnings, backed out the next day at 96, take another shot at it on a run to 123, stopped out at 121. And then one random day in June it puts in the cleanest green candle off the open I've ever seen out of it and buy the breakout. It never came back to my cost basis. It had a great story with MI series chips that could take market share off NVDA and was more attractively priced for growth.
Something is happening, its just not going to be shown on a screen :D Coreweave needs to find revenue to satisfy debts, otherwise 8% debt obligation is immediately tacked onto NVDA
**BanBet Lost** — /u/Ampliified (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $221.41 → $200.00 | -9.7% | 1d | Lost |
**BanBet Lost** — /u/thingmaker123 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $221.41 → $275.00 | +24.2% | 1d | Lost |
Capital flows. Watch the chart - momentum (RSI, sigmas or whatever one prefers), momentum exhaustion (for entry and exit points), and remember the prevailing state of mind of the toddler collective: fear or greed. Reseach shows the younger peeps are somewhat regarded in reading. Counting is harder. Reasoning is beyond them. So anyone who goes on reasoning does not even see this market, not to mention understanding it. Also, 60%+ of the market is not even toddlers, it is monkey code doing trend following in various ways. The most regarded ones short volatility like it is NVDA calls in the glory days. This is the "market" today.
$NVDA is reportedly preparing a major AI partnership with Germany to bring Nemotron and Cosmos into industrial robotics and factory automation alongside Siemens, Audi and other manufacturers.
NVDA was just a “gaming company”. You don’t think they will be able to make the advancements needed with AI behind them now? Fools.
It's a bad strategy . This is always a possibility , where NVDA could go up to $400 then crashes to $300 . And its still much higher than now . So when exactly is the entry point ? Nobody can time it thats why the saying time in market is better than timing the market
Dumb. They are not defaulting. NVDA backstopping buying any and all unsold capacity for the next 6 years. They are fine.
NVDA could be interesting. no bets yet
Your basic idea makes sense, but the hard part is that “crashed” and “cheap” aren’t the same thing. A great company can fall 40–60% and still be expensive if expectations were extreme going into the decline. I’d care less about whether NVDA is down a certain percentage and more about what the business looks like after the reset: revenue growth, margins, competition, capex demand, and whether customers are still getting enough economic value from all that AI spending. The dot-com comparison is useful, but remember some of the eventual winners took years to recover even though the underlying businesses survived and grew. If I wanted exposure but didn’t trust myself to pick the exact winner or bottom, I’d probably scale in gradually or use a semiconductor/tech ETF rather than making one giant bet on a single name. The opportunity usually isn’t “buy because it crashed.” It’s “buy when the price has reset but the long-term business thesis is still intact.”
We are in an AI cycle. There may not be a bubble, and it may not pop, but the AI theme has been winding down since June. Currently, healthcare, energy, consumer staples and financials are banging at the door to take tech's place. Tech is still a viable way to make money, but it may not be the dominant theme next year. Nvidia is down almost 10% from the year's high. That's significant, but I wouldn't start a new position until it hits $150. Nvidia will outlast any tech correction. It may not be a high-flier at the top of the S&P but will still be a blue chip buy. If it doesn't drop to $150, then that's fine. You can't catch 'em all. You will always be missing out on something. Right now is a good time to buy. Many companies are on sale. Keep a few dollars aside for an NVDA purchase, maybe next year. But take advantage of the sale prices now. I'm thinking Johnson & Johnson or a healthcare ETF has good possibilities for the next six months.
OP if NVDA hits $140: "I ain't touching that"
I believe NVDA’s expected revenue growth based on ‘27 orders is \~70% and forward P/E is \~20. It may crash, but I don’t think it will be next year.
It goes deeper. This is Note 7 from NVDA's last 10Q "Five direct customers accounted for 22%, 14%, 13%, 11%, and 10% of our accounts receivable balance as of July 26, 2026". Lots of eggs in a few baskets.
NVDA invests $10bn in Anthropic Anthropic commits $10bn in NVDA compute
NVDA is heavily invested into CRWV lmao
I prefer NVDA puts. Higher win rate.
236.9 million into these $NVDA $190 strike December calls 👀 https://preview.redd.it/tb6krhx8vqvh1.jpeg?width=1811&format=pjpg&auto=webp&s=04d7339cda1c9f236e363f414c131493b26fbc04
NVDA is significantly higher than January 2026 valuations even now, I disagree
Staying put in NVDA thru 9/28 was epic, I can’t relate
market will test him to see how many neoclouds NVDA can defend it.
MU and NVDA were selling the shovels during a gold rush. Completely different industries, completely different finances.
Whos gonna work after AI and NVDA rocket?
ehh. You could of listened to Cramer early on with NVDA, FAANG and made money hand over fist. Plenty of PLTR cheerleaders at $20-50 on the network. Just assume most of the stories and interviews are corporate press releases. Listen to multiple personalities and when you hear a common thread between them do your research. I am a big Josh Brown fan. not all of his ideas are gold, use his ideas, research and trade small with stops. When you realize most of the personalities are attempting prospect for new AUM clients, it is in their best interest to give positive results over the long haul, not provide exit liquidity.
Yeah you have zero idea what you're talking about. Zero. None. Literally a top tier provider of NVDA gpus, one of the fastest growing companies of the last decade, and a massive backlog charging market high revenue for GPUS. I DONT EVEN OWN 1 GOD DAMN SHARE. BUT THIS CLUELESS LEVEL RESPONSE IS SHAMELESS IGNORANCE.
NVDA has a lower cost of capital than MSFT.
Nvda owns 10% of CRWV. NVDA is not just a chip maker, it is basically the Berkshire of the technology market. Not that uncommon for an investor holding stake of a company to come out and denounce the FUD.
Because they're like NVDA + Intel with more competitive pricing and Intel fell out of favor and AI happened it was a perfect storm for them but a good one
Fuck goddamn NVDA and SNDK. Fuckers fucked me over yesterday and today. I was down 40k at the lowest in 2 fucking trading days. And ended today about 22k down. Jesus christ dude how in the fuck did I get fucked so badly holding goddamn stock. Literally what the fuck.
I just bought NVDA earlier this week after selling them all at 25. You’re welcome
Shorting NVDA tomorrow 😤
Let coreweave default, then NVDA buys it for pennies on the dollar.
Really hoping Leopold is already signing over the remainder of his life's work so my NVDA 230Cs for next week have a shot
there is no reason to buy CRWV until it is priced pennies on the dollar when the crediator are poudning the door down to shut the place down, then NVDA can swoop in make them whoel and pick up everything cheap
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $132.20 (below) | $220.33 | $217.43 | -40.0% | Fri, Nov 13, 1:43 PM ET | | **Record** | 10W - 6L | 63% | - | - | - |
Made a table (gemini) and added more interesting stocks for the comparison: | Ticker | Market Cap | Q2 2026 Revenue | EBITDA | P/E Ratio | | :--- | :--- | :--- | :--- | :--- | | **TSLA** | $1.48T | $28.24B | $1.90B | 336.67 | | **WMT** | $957.29B | $187.94B | $12.50B | 42.71 | | **005930** (Samsung) | $1.02T | ₩171.50T (~$126B) | ₩105.50T (~$77.5B) | 9.34 | | **MSFT** | $4.00T | $64.70B | $51.63B | 30.06 | | **MU** | $1.03T | $23.86B | $16.50B | 12.53 | | **NVDA** | $5.57T | $96.20B | $64.86B | 27.46 | | **GOOGL** | $4.18T | $119.80B | $173.16B | 17.54 | | **PLTR** | $482.94B | $1.94B | $1.19B | 170.86 | | **SPCX** | $2.02T | $7.81B | $3.54B | N/A (Private/Loss) | Samsung with the lowest PE makes sense due to lower foreign valuations.
QQQ 777 calls here we come. TQQQ shares TECL shares From now until NVDA earnings make as much money as you can, NVDA ruins everything every time no matter what they report
But a boring company in the utility or energy or material field that pay good dividends like shell, NEE or RIO. Use the cash dividend to buy the high risk, high reward companies like Goog, NVDA, etc.
I'm making a one time only offer! Before we have a world ending recession I will liquidate everyone's NVDA shares for $1 a piece. 😱 Consider this an act of charity ☺️
NVDA is the biggest psyop ever.. You have had the entire presidential team AND global media pump it for years yet its only up 3% from October of 2025 when it was 213 per share. AN ENTIRE YEAR OF PUMPING FOR WHAT 3%?? Hey maybe wait another year and youll get your 240 again lmfao Zig zag zig zag and BARELY holds any gains loll
Buy AMD + NVDA + INTC calls you silly sausages
NVDA is one thing, but Dell...
!banbet NVDA 226 1w !banbet
Only direct competitor to NVDA for any form of graphics process handling.
Bounce is a bet that NVDA will throw them a life jacket, hence NVDA is down
NVDA at ATH? No 😐 $KO Coca Cola is 😂
Typical. It's just a theta machine like NVDA
I see you NVDA slowing going to green
#I love how every time I put a bid order for a contract its price immediately jumps $100 and every time I put a sell order for one my contracts the price immediately drops $100 even for super liquid tickers like SPY, NVDA and MSFT. LMAO🤌
Totally believable data from mr NVDA CEO who has 0 skin in the game yes yes
Help my NVDA has fallen and it can’t get up
I almost got CRWV calls this morning because I figured NVDA would eventually try to bail them out. Never expected CRWV to bounce back from -12% in one day tho lmao
NVDA bond buy loading
Not Karma Police shuffling on as I watch my NVDA calls die
My NVDA buy order is about to hit. OMG
Need a AVGO & NVDA collab
jesus murphy that is crazy! I managed to sell my AMD and NVDA right at the top for both, lmao never once was able to do anything like that before
I have 13 NVDA 220 calls expiring November 6th up 24% I’m so holding
Bought NVDA calls at the bottom should I hold my diamond hand calls??
This means that NVDA is cooked, not that CRWV is a buy, FYI
I don't think we are experiencing a bubble pop, but I think we are seeing a rotation from high beta/high risk semis and cloud to well-established "quality" companies. The sectors that were up yesterday were energy, consumer staples, and healthcare. Then you look at the tech names that did not take any real damage - like AAPL and GOOG - and it seems like some big boys have decided that the high beta names have already run and are unlikely to reclaim ATHs (other than a mini-run here and there). Then the big semis like NVDA, AVGO, TSMC, etc. cannot do anything to really impress the markets because they're on the same steady path higher. The memory names are in the same boat but with downside risk from oversupply and competition. So big picture, I wouldn't be chasing AI names that already ran up 100%+ in the past 24 months. I think you'll see limited upside and huge downside on those.
It’s okay NVDA you join the party when you feel like it
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $235.00 (above) | $216.47 | +8.6% | Fri 11:09 AM ET |
Next time my NVDA calls go green - we sell
NVDA under 220 seems great but that stock is super nitro gay and I just can’t do it
This is the macro shakeout before tech earnings which will run all the way to NVDA 11/17, which will be a sell the news event, it always is. Once IV calms down, tomorrow or next week, start building 5 week calls and let em run but sell before NVDA reports.
That NVDA dip was SO FREE MONEY, haahahah this is so easy