Reddit Posts
Oi, get on the car. The market took a sharp dive.
YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics
Investing in AI as opposed to a specific company
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Who should replace Tesla as the newest member of the “Mag 7?”
I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂
NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains
Any advice on what to YOLO on this week?
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
$6k profit this week from flipping NVDA calls within 1st hour after open.
$6k profit this week from flipping NVDA calls within 1st hour after open.
Strangely the US wants to Intel to succeed but their price does not look that way
Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?
Question for people who profited from both TSLA and NVDA ?
Down the rabbit hole we go. What should I yolo my last on?
Damnit to heck, Cramer just recommended NVDA
CES 2024: AI field still have a large potential
I believe them puts on NVDA and AMD I guess?
My top suggested post is a 6 year old NVDA WSB post
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
Follow up from my previous post! Still holding NVDA and up a 105% gain
Anyone get frustration with themselves not buy more Magnificent 7 ?
How much longer is NVDA going to run?
I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.
If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February
Part two- been practicing option trading (80 % success rate)
PART 2 Been practicing option trading for a year
NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.
Jensen Huang Illustrating How big of Dump NVDA Stock will take
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$PYPL Ad: Six innovations that will revolutionize commerce
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA
All in on AI today over 40% short and bottomed for reversal!!!!!
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”
Am I too late for NVDA calls?
Everything you need to know about AMD in 8 bullet points, before the ER.
How can NVDA be "ignored" when it is a $1.5Trillion company?
How I am Positioning myself in the Markets going into 2024
Mentions
AMD is my largest individual stock holding, still up nicely from when I bought in. This drop does not not deter me at all. Their market cap is only 7% of NVDA's. AMD's MI3xx cards can be used for both AI training & AI inference making them a real competitor. While the chips aren't as powerful as Nvidia's, they're cheaper, and so you just get more of them and the total cost of ownership could be lower. The main barrier to growing market share is the software ecosystem built around Nvidia, but that moat won't be there forever. I think AMD is destined for growth, the question is just how quickly. (Not investment advice, and I'm wrong more than I'm right.)
What if they stay flat and we rocket up. Once NVDA releases earnings we go to Mars.
AMZN is gonna run the tape till NVDA earnings. A tiny miss and all hell breaks loose
NVDA...I made all that money with nvda and lost it all with nvda. NVDA giveth and nvda taketh
Poor choice of words, i meant specifically what caused the drop in prices across the board specifically NVDA and SPY
where do you get 20 forward pe from? Their laatest quarter eps is $0.92. Let's annualized that: 4 * 0.92 = 3.68, let's say they accelerate their eps growth in the next few quarters and this gets to $4 At $4 eps for the year, they would still be trading at 50 PE. At $5 EPS for the year they would still be at 40 PE. NVDA is growing faster and has a forward PE of like 25
Understanding needed - why the pop in all semis AH? NVDA, Avgo, AMD. Despite software names being down. What am I missing?
NVDA still doing well considering the market right now and looking like they’ll have a good day tomorrow.
#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - BEAT #TSLA - MISSED #GOOG - MISSED #META - BEAT #LMAO🤌
Don't leave out NVDA bruh.
The term cost is important *because* of taxes. That's basically the only reason it matters. Let's play a thought experiment. Imagine splitting yourself into two people: call them Left and Right. Left You buys 10x NVDA at 1, 10, 100, 200, then sells 10. Left You has 30 shares of NVDA and $20 in the bank. Right You has just gotten some surprise inheritance from a distant uncle: 30 shares of NVDA and $20. So today, Left You and Right You are in the ***exact same financial position***. They are otherwise identical people, with the same outlook and goals for the future, and the same beliefs in the stock market. So tell me: Left You can tell you their cost basis in detail. Right You has no idea what their cost basis is. Would this affect their decision making? Could Left You make better decisions than Right You?
Wonder how much of that massive Capex will benefit NVDA. Or will Google double down on their own TPUs?
If GOOG can’t outrun the NVDA tax, no one can.
Toasted. Time to close or roll (not past earnings cause NVDA loves to crater after)
Currently WMT has a higher P/E than NVDA
I hope NVDA can keep this momentum
Tax is up to my accountant. my job is working out if there was a profit or loss. If I bought 10 of NVDA at $1, $10, $100, $200, then I sold 10 at $2, are you saying I made 100% profit and $1 because FIFO? of course not, no one would treat it like that ibkr uses average cost unless you always buy and sell 100% of the ticket, cost basis is absolutely important why would there be a term 'cost basis' if it wasn't important ?
Bad earnings bad revenue bad guidance you hear that NVDA! Can you please make sure that happens. I need you to hold the market up
🚨The 🥭 administration is reportedly willing to allow China’s ByteDance to buy $NVDA H200 AI chips, provided specific conditions on their use are met. However, Nvidia has not agreed to those conditions yet, meaning no deal has been finalized. AKA TLDR ; 🥭 just makin shit up w 0 agreements on either side 😂
NVDA looking good again.
NVDA, GOOGL, AAPL Nothing even moves during earnings reports anymore. Its just a boring money grab for MMs
If capex is so high, shouldn't NVDA and neo cloud pump?
God, NVDA is going to blow earnings and guidance out of the fucking water. Companies continue increasing CAPEX and they got Gyna
Respectfully I disagree. Stocks like MSFT and AMD have sold off this season despite solid earnings mostly as a matter of valuation & some uncertainty, but nothing enough to crater the market. And if you look at SPY, it's basically just been in a slow trend upwards for the past few months with higher lows. The fact that GOOGL tanked on these earnings and then shot right back up is purely because the market needs an excuse to march upwards. Institutions already know NVDA earnings will be solid so the main issue is whether the return will be there for the diggers not the shovel sellers. TLDR: We're on edge, reasonably solid earnings are enough to march forward at least until end of this month and then who knows what. Capex spending is huge which bodes well for the shovel seller and there isn't enough time yet to determine if the diggers are reaping returns.
Yes. They are all in parabolic shorts. They are all going to fall 25% plus is my guess. It will start with NVDA and the rest will fall with it as the QQQ takes it down. If you look at a 1D chart, they will fall down into that empty chasm below them. NVDA i dangling at the end of a long continuation pattern and is about to fall off
With how volatile tech is, I think will be before. The hope is for NVDA to justify, but I seeing how everyone was looking at GOOG to save the market as a binary event, institutions would rather risk off before NVDA earnings.
Had my best day in a while. Should’ve added NVDA 0dte puts. Went up 495%!
NVDA is going to soar soon....
So does this mean NVDA will finally pump after earning ffs?
My April NVDA calls are alive again
Why did NVDA go up lmao
Remember how NVDA was up after hours last earnings?
You are a sucker if you sold google. It will surpass NVDA in market cap this year.
Do you mean companies like NVDA or you mean google since google fully or partly makes their own chips.
I share this fear. NVDA is hiding under my car waiting to slice my achilleas.
CAPEX still there and increasing, street not liking it whilst simultaneously punishing shovel seller NVDA who is the beneficiary lol
Capex going to NVDA, hence my comment
Googl Bols doing all that shit talking about overtaking NVDA Get in line man, Jensen is king
NVDA up exactly the same % as GOOG down. Says it all - more shovels!
GOOGL dumped almost 10 percent then back to flat NVDA up to flat AVGO up but will be flat ARM down to flat everything swings so much but always ends up flat fuck your calls fuck your puts this is the THETAbear market
Sold all my NVDA but kept all my AVGO
remember when $NVDA would pump +5% on OTHER COMPANIES' EARNINGS REPORTS?
NVDA +5% tomorrow. Thanks for the shares under 175
So GOOGL is going to save NVDA from the last couple of days?!
NVDA ER is gonna dump too. That will be the end.
Right when I sold my NVDA calls to shield myself from the eventual blowback of a good ER…
You would think NVDA reported with this after hours action.
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% Cause of Google massive capex increase
Guess NVDA earnings were reported again today
NVDA after hours movement…the fuq
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% QCOM on the other hand... is SNAP out already btw?
Looks like NVDA left
NVDA about to have a great outlook with all this CAPEX increase.
HOLD MY GOOGL avgo +5% AH, NVDA also green
I'm up on my GOOG, MSFT, AMD, and NVDA stock holdings, but shit does it feel like I'm bag holding right now. When/if they ever hit ATH, I'll sell and just dump money into VOO or QQQ. I have my options account for fucking around with individual stocks now.
I guess I'm bag-holding GOOG, NVDA, and MSFT until we find AGI. lmao
NVDA earnings is cooked, sell NOW
NVDA $300 after earnings
GOOG realized they can’t do shit with their own chips. NVDA will go crazy
NVDA is going to explode with that Capex number.
Uh oh, rotating back into NVDA? Is daddy back from getting cigarettes?
They are putting money into OpenAI because the business needs cash flow in order to stay afloat. If they fail NVDA is fucked
I hope I don’t regret selling my NVDA calls now, tomorrow. If so, I’m going to LOL.
True I guess that's what had me stuck on individual stock investing. I bought into META, MSFT, NFLX and a few others 8 years ago and feel good about it, but now I'm like ya idk if I would do the same thing and be as consistent with all the headwinds. Whereas, it's easier to dca into an index. People say the prices average out. But, with stocks if you buy at a high point for that month, you still would have to hope that that share that I bought would go back up. I think that's what the basis people aren't considering. I have had some small cap stocks like ENPH PAYC TWLO that never came back from their 2021 highs. My large caps have done well so that's what leaves me on the fence. Along with the fact that having indexes in a taxable account can generate some dividends and extra tax. But, some individual stocks have dividends too, so maybe that's not as negative of a point as I'm thinking. The only other fear is FOMO like missing out on NVDA going to the moon or NFLX maybe doing the same after the buyout. Then me kicking myself. But, I'm guessing it's better to play it safe and steady. I think I messed up by not being consistent and trying to time entries, which is what individual stocks make you do. Because I would wait for those large drops like when MSFT went down 10%.
GOOG 250, SPY 550 and NVDA 120. Not too much to ask, please make it happen 🙏🏿🙏🏿🙏🏿
They are in the same spot NVDA was near the end of last year.
I doubt you see the real dangers brother. Whenever someone shows me some TSLA or NVDA they are proud of, there will be super low cost basis. They think this is something to brag about. It's not. They should have DCA'ed and bought it all the way up. But they won't, because they bought so low, so long ago, it seems expensive to them now. Never adding to their position, leaving money on the table. They fell in love with the basis. This is a one hurtful emotional example, there are many others. The real dangers of stock picking is exactly what you describe, following closely and thinking you have some sort of insight. You don't. You would be better off with just setting and auto and promising yourself to never panic sell. You will learn, or you won't... All good either way.
INTC went green and NVDA just being a cuck.
Good point. The only reason I haven't left individual stock picking is because you have more of a connection following the company and news related to that company. It gives you a sense of satisfaction when they make earnings and it feels like you actually own a piece of the company compared to indexes. I've noticed that many of the indexes have a lot of the large cap stocks that I would invest in like NVDA, AAPL, AMZN, META, NFLX, MSFT etc, and the individual stocks would hypothetically have more upside than the index. However, I do agree with you that the downside is greater and they take longer to come back up. Like with the tariff drop or this past week, MSFT dropped 10% which is absurd for that stock, but in the 8 years that I've owned MSFT that has been the biggest drop that I have seen.
$GOOGL earnings scenarios: 1. Beat EPS, Beat Revenue, stock moons. Takes over NVDA as #1 valuation. Pumps AH and morning. 2. Beat EPS, Beat Revenue, stock pumps AH. Dumps and fades in morning because priced in. 3. Beat EPS, Beat Revenue, stock dumps AH. Dumps in morning. 4. Somehow miss EPS and/or Revenue, stock dumps AH and dumps morning.
Me too sir. I’m riding these NVDA calls I bought two days ago. I’m right there with you. Fuckkkkkk
If you're *just* starting new positions in AI/tech-based stocks, I would maybe just loosely keep an eye on things during February, which is always a bit of a bunk month for markets. You can't go wrong with your regular ol' blue chips (e.g. APPL, MSFT, GOOG, AMZN), but things like NVDA, AMD, AVGO, etc. you might wanna see where the dust settles. Don't get me wrong - all fantastic companies, but they tend to shake out retail pretty quickly due to volatility. I can't really speak on MU, SNDK, or others because, as you can probably tell, I'm pretty tech-heavy as is lol.
I've recently rent the route of VTI and VOO. Occasionally, I'll buy some large cap stocks like MSFT, NVDA, or TSLA. I have taken huge dips investing in small cap stocks that never came back because they trade on lower volume. So, I never buy small cap stocks anymore, because if they drop down it's harder to come back up than a large cap stock and a lot of them peter out.
So my 2/27 $190C for NVDA on has IV of 51%. What’s the chance IV rises to 110% and we go back to $190 before earnings?
Did NVDA consider being bought our by the gov? #freemarketfolks
Bought NVDA and set sell at $190. Easy money
MU is entirely up to your risk tolerance. It's already shot up *massively*, and is currently suffering from a 10% drop because all of its current pricing is purely based off of memory shortage speculation. I don't think it's a "bad" stock, but anyone gambling with it and clamoring that it's "100% going to be the next NVDA" is playing with fire. Considering it was trading at half its volume just a couple months ago, it's personally hard for me to consider making a position when it's already popped.
Damn NVDA you any chance QQQ hits $625 tomorrow by eod?
NVDA boner on 5 min chart
Damn NVDA you are giving me blue balls.
big NVDA V incoming with the green GOOG earnings
So many bol thesis’ on GOOGL that I believe my NVDA calls are fuxked.
Never before seen, NVDA and QQQ up 20% tomorrow for the largest gain in history. 🤞🤞🤞
Dogshit stock, go buy some good shit that’s dumped. Microsoft NVDA
NVDA announces ghey behr chips. (Made of baby gravy)
NVDA $500 🌽 $200k Tesla $800 end of year
This is like NVDA Q4 earnings last year. They aren’t gonna miss.
# Hoping Gyna drops Deepseek 2 with a new AI chip to completely bury NVDA and pop the AI bubble.
If NVDA dumps at earnings the bear market becomes official
170 is definitely the NVDA floor, it’s bounced twice here since November If it breaches that then we know we’re truly fucked and headed down