Reddit Posts
Avoid chasing new AI chip stocks and accumulate TSM?
Alert , huge insider sale at NVDA, this is serious
$5.5T in AI capex by 2030 isn’t a “tech sector” number. It’s starting to look like railroads / the grid.
I built a tool that maps dealer gamma exposure by strike. NVDA is up 3.44% today and sitting 0.01% from its call wall.
$35B AI: Nvidia Backs Anthropic’s Massive New Cloud Deal
NVDA bouncing hard right after crushed earnings
Built an agent that buys whatever WSB is talking about. It's down 19.2%. Got 3k upvotes on WSB before they deleted it.
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
[Discussion] Sept 1 Market Open: NVDA Reality Check & The "Soft Landing" Trap 📉🚀
[Discussion] Sept 1 Market Open: Labor Day Hangover & The "Soft Landing" Narrative 📉🚀
NVDA is going to rip higher all week I’m sure of it. $25k expiring Friday
I’m 69% sure that NVDA is going to rip higher all week. 25k YOLO
NVDA and TSLA closed below their gamma flip. Five mega-caps closed above their call wall.
Is 0.70 Delta Really Enough to buy LEAP? (BE vs NVDA)
I started at the beginning of Covid. Made a few VERY smart decisions that I regret not putting more into. Had one extreme loss of $10k
Yolo but internally you know its not yolo with this $IONQ play
POV: You’ve been the lunchlady of NVDA for 20 years and just looked over your shoulder…
Why I am incredibly bullish in 2026 and beyond and interesting stocks to watch
When are tech stocks finally going to feel like May-June again ?
Can we break out of the QQQ channel that we’ve been in since 2023
Doubling Sandisk Guy but at a Quarter of his Cost
$30,000 YOLO NVDA $225 strike 8/28 put - Be a Good Player, Risk giving half of it all back
$50,000 YOLO NVDA 8/28 exp $217.5 strike call - when to take profit?
NVDA Confirms the Memory Bottleneck, PCE Stays Mechanically Hot & Positioning Turns Bullish Into Jackson Hole
We buying IREN ahead of earnings?
Amazon and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
Graphical representation of the NVDA after hours dip we saw yesterday
MRVL update – overnight ripping to $255, earnings tonight
From almost blowing up my $80k account to now 3x original investment.
ChatGPT has opinions on NVDA and a run on AI stocks tomorrow
Don’t let NVDA blind you from the real objective
The streak is broken, NVDA STOCK RISES AFTER 5 QUARTERS
Globe Newswire Reports $AMZN AWS and $NVDA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
"AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue."
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
Is the AI Capex vs. Semi decorrelation a buying op?
$NVDA is gonna kill the market after earnings
Just bought a NVDA call. 232.50 strike for Friday. Paid 77 cents.
I bought NVDA put options. Now I'm just waiting for the earnings call
AI is a bubble? Sorry, can’t hear you. NVDA earnings today
POV: You’re short $NVDA and Jensen comes out like this during the earnings call
The whole market hinges on NVDA earnings tomorrow
The AI Trade Part 2: How to play the current Market
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
Mentions
my tip is buy mag7 because they are long term gravity well of capital. AAPL, NVDA, MSFT, GOOGL, AMZN over TSLA/META in this current juncture of the economy.
Is this saying because TSM is the supplier to AAPL, NVDA, MSFT, AMZN, META, GOOG etc?
Market gap up tmw!! Watch META NVDA MU
Very nice 😎👍 I tried with NVDA last week gained very tiny amount
Can’t wait for NVDA to fail to break out again tomorrow
It can be if you know what you are doing. You’re clearly on the wrong side of every bet. Puts on NVDA tomorrow
So AVGOs earnings revealed 1 of 2 things: NVDA is cheap or AVGO is expensive based on forward pe
Yolo'ing everything on NVDA
25k NVDA yolo guy was up 187% at one point today but looks like he did not sell and believes 230+ is coming by Friday Interesting
And now we know why NVDA eats everyone's lunch. Carry on.
I assume this was meant to be wise, Jasper but how do you know the good earnings weren't NVDA?
I caught this pop back up after ER selloff Saw they beat, saw it dumped, saw what NVDA did August 26th, and made about 15% in 45 minutes on double leveraged AVGO
RIP NVDA was nice knowing ya
So NVDA is starting its on PAC to fund tr ump candidates
RIP NVDA... they are getting into politics... https://www.reuters.com/video/watch/idRCV00GV07/
Means you’re an idiot… Execs sell their shares all the time cuz that’s where the majority of their compensation comes from. Some of them have specific time periods / window like right after earnings cuz they don’t want Execs selling right before earnings call. Whats worse is NVDA has a market cap of $5.5T and you think $400m is gonna put a dent in the stock price. When one of the big hedge funds or institutional investors starts sell off billions, like $100+ billion, then you can worry.
Any catalysts to the next expected dip that wouldn't move in tandem with NVDA? Because for my case, I want to swap out some NVDA for TSM. Not sure I want to wait for a dip. And I'd probably only be purchasing a handful of TSM shares with an NVDA sale.
Why the fuck am I so retarded? Monday into Tuesday I was holding META/METU, got my ass fucked badly with the big drop before open. I sold after it recovered almost to break even. Still took a loss on it. I held nothing overnight Tuesday into Wednesday. And of course META fucking rockets at open. Same with NVDA. My stupid fucking ass saw SPY at like .1% and I figured hey it's September, oil is going up, yields are going up, by all means it's bear time. So I got fucking Sept 2027 puts. And I GOT FUCKED TODAY. FUCK MY FUCKING LIFE DUDE.
I recently sold NVDA but I think it's fine if a guy wants to realize $411 million while he's holding millions more.
If only AVGO could jump tomorrow like NVDA
I think TSM has a huge moat in the sense that it would be very difficult to replicate what they offer. They're not a monopoly like ASML but function as a high margin toll booth. Some say CUDA is NVDA's moat; maybe it was at one point, but I doubt it is any more. I'm not dumping NVDA, but I'm interested in taking some profits and moving them into TSM.
Was expecting a pump like $NVDA post conference call 💀
Been there, I would recommend just throwing that into shares and letting it grow a bit before getting into live trades. IF you want a solid pick NVDA has some decent strikes out there. Best of luck sir.
I like how Hock Tan came out of the gate dunking on NVDA and MediaTek lol dude had to compensate for his disastrous calls past few times
At least NVDA is quite diversified compared to AVGO. I can’t believe how concentrated there business is on 6 companies
Data center stocks are 50% or more off their highs NVDA hasn’t broken out in over a year There has been a persistent narrative that it’s all circular financing. None of it is profitable. Etc. etc. the S1 has the potential to kill that entire narrative. And you will see a vicious rally if it does.
Jensen changed my life. Thank you NVDA
I want NVDA to open 230 and I’ll full port long dated puts
I mean the same shit happened with NVDA and people were spamming “RIP” then it fucking skyrocketed the next day
**BanBet Lost** — /u/english_fool (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $210.18 → $209.09 | -0.5% | 1w | Lost |
The real question is, how much is NVDA investing in AVGO
hope NVDA buy AVGO
MMs got NVDA locked at +6.66
Lol Hock Tan taking direct dunk at NVDA and Mediatek
Same folks who bought AVGO calls were the ones who bought NVDA puts
It was QQQ calls so it went pretty well, it erased my NVDA puts mistake this morning and brought me a bit positive for the day. Could’ve been better tho.
Is there anything you'd recommend besides NVDA?
Just plain wrong, NVDA’s market cap is so high the amount of business to equal AVGO growth does not exist in the world
Sell AVGO Buy NVDA. AVGO has a knack to disappoint all the time. Great technology poor shareholder delivery…..
any chance AVGO might pull a move like NVDA?
AMD calls for theta’d to oblivion today. Semis not moving unless your name is NVDA
When NVDA beats - chill - nothing moves. When NVDA lower guidance - hell of earth.
I woke up at 12pm seeing my hail mary NVDA calls giving me almost $2000 out of nowhere. I managed to f*ck up $1000 of it back on SPYs, but still, I was saved from closing my account
This is nothing. Wait till NVDA or MU lower guidance….
Gonna need AVGO to pull a NVDA and blast off after futures close at 5
The AVGO numbers will be increasingly appreciated when ppl are looking for ai plays that still have significant upside and not priced like NVDA
O good now shitty AVGO gets to crush my NVDA calls
Yeah but thats usually what happens to NVDA too, but then they pumped like they were on crack the next day.
abandon the AVGO ship and move it to chad NVDA with 70% revenue growth .
AVGO is dumping just like NVDA. Let's see if HOCK TAN can HAWK TUAH the stock
This is fishy...just like NVDA was...bouncing back
They accidentally end up reading out NVDA earnings
It was a nice gamble but should have realised this earnings season the reactions have been reversed (NVDA pumped after ER) and you should have known that AVGO was going to dump this time
NVDA increased guidance almost 2x… AVGO is not the same.
I think its gonna pamp when the call comes in. Like NVDA
If NVDA could pump based on AVGO, that’d be great
Why am I considering NVDA 230 calls for Friday?
I'm still looking on NVDA, i feel it may get a strong holdings soon
Statistically, Palantir is one of the greatest AI stocks ever...blowing away almost everyone and really has no competition, and yet so many are confused.... why? Why not simply check the Numbers put out by Palantir, and read comparison graphs to prove that pltr has beaten NVDA easily on both 2 and 3 year graphs! (huge profits for al of us!) Instead of being confused by so many different opinions.....based strictly on guesswork! "Numbers do not lie...people do!" Why do we forget this sometimes?.... Palantir's stock (pltr and pltu) increased higher than any stock in the nation last month (except one). Up over 50% in one month in August...over 93% revenue growth...incredible cash flow...very little debt....and yet some are stil confused...How bout this: Hate to see all you investors confused while me and my investor friends in DTLA enjoy all the profits! We are so thrilled and excited to make so much money from this Amazing stock! Do not listen to us or anyone else... Listen to the Numbers!
Statistically, Palantir is one of the greatest AI stocks ever...blowing away almost everyone and really has no competition, and yet so many are confused.... why? Why not simply check the Numbers put out by Palantir, and read comparison graphs to prove that pltr has beaten NVDA easily on both 2 and 3 year graphs! (huge profits for al of us!) Instead of being confused by so many different opinions.....based strictly on guesswork! "Numbers do not lie...people do!" Why do we forget this sometimes?.... Palantir's stock (pltr and pltu) increased higher than any stock in the nation last month (except one). Up over 50% in one month in August...over 93% revenue growth...incredible cash flow...very little debt....and yet some are stil confused...How bout this: Hate to see all you investors confused while me and my investor friends in DTLA enjoy all the profits! We are so thrilled and excited to make so much money from this Amazing stock! Do not listen to us or anyone else... Listen to the Numbers!
Fingers cross they pump semis again, but if NVDA couldn't do it, AVGO seems even less likely.
Even with a beat could drop for sure. Look at the NVDA pump then ⬇️
do i just sell the NVDA puts now or is there a chance for it go lower
Soxl 115c ?? Avgo will rip and NVDA will hold
NVDA chart looks like ATH is very soon
Hmm… you think no company can ever cross the $10 trillion level, because it’s a big number, and big numbers are scary? JFC, NVDA needs less than a 100% rally and GOOG needs like a 150% rally to get there. LOL.
Soxl 115c for Friday? If avgo rips and NVDA holds I think we’re golden?
How we feeling about NVDA to 300?
would love if NVDA goes down more
$NVDA $MU $KLAC $AMAT $ASML $LRCX $TSM all got upgraded
Can NVDA close at its highs just one time jesus
Yeah no reversal on NVDA today
NVDA gains evaporating!
NVDA lost support. Now to next boring level.
Somebody forgot to tell $NVDA the 10yr was at 4.7%
NVDA earnings set a nice template for this quarters earnings and AVGO
NVDA pumping after I sold my 9/18 calls for a loss
Right, which is why there is a difference between a “dividend play” and a “dividend stock”. Is it not pretty unique that NVDA invests an eye watering amount of money into their future growth, while also having the money to pay for buybacks and dividends? That’s the simple and uncontroversial point I’m trying to make with this guy. It wasn’t even meant to be an argument lol.
Well I obviously bought NVDA before they started paying a dividend. Now you please tell me, does NVDA pay a 0.25 dividend every quarter with the likely potential of increasing it in the future? If you have any sense then you know that once a company starts paying a dividend they have committed to being a dividend stock. There is no going back or decreasing it once a dividend is established because that is an instant alarm to investors. Therefore NVDA has established itself as a dividend stock. What makes the. UNIQUE is that they are still growing at a blistering pace and investing oodles into their future growth as well. It’s a pretty simple point, Einstein.
No doubt NVDA is going to bounce back but to think it just continues to go up is crazy.
Please tell me, did you buy NVDA for the dividend or it's growth?
NVDA about to give up the daily gains just because, huh?
I think it’s simply that you can’t accept simple facts when I wasn’t even arguing against your original post. NVDA is simply a unique DIVIDEND paying stock. But you stay on that hill you built yourself…lol.
I called NVDA dropping, which was pretty easy.
If NVDA ends flat for the day im getting pegged tonight
Other than NVDA when is the last time a semi went up on earnings? Hard to imagine AVGO doing anything but tanking tonight.
NVDA taking lunch break
Good time to load back on NVDA before we take off
$NVDA holding up like a champ!