Reddit Posts
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)
BRUN, about to go on a RUN? My First DD. Second time posting.
BRUN, about to go on a RUN? My First DD. Second time posting.
My First DD. BRUN: $1.9B in Contracts, $0 in Common Sense. Going FULL regard.
Been sleeping on $AXTI DD for weeks and I think it's retard strong
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Call me a Tard but this markets about to bust
Can a squirrel trade options better than me?
What do you think about my NVDA 232.5 CE 0dte position ?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Is there a TSM of "near-term electricity for data centers" stock?
Sitting on cash feels safe, but my FOMO is kicking in. Am I missing the boat or saving my ass? 💸🤔
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
Mentions
**NVDA gang members checkin in**
The thing is that NVDA give you a huge candle like in 1 sec. I put a limit order
Honest question, should I sell my NVDA puts once the market open??
Get in NVDA calls before it’s too late
no, that exactly what I DIDNT do, thats my point... I randomly took household names across tech, finance, healthcare (for example NVO lost to the index) without looking at all at their returns, I didnt take NVDA, SNDK/WDC etc on purpose.. I would argue its likely this same list will beat the SnP in the next 10 years as well... at the end of the day its the names that have been pushing it in the last 10 years (not dragging it) and I dont think will stop anytime soon
I'd be careful assuming the correlation is stable enough to build an options trade around without looking at rolling windows. NVDA and TSLA can trade together during broad risk on/risk off periods and then completely separate when company specific catalysts hit. I've had both charts side by side on Moon before and the relationship changes a lot depending on the timeframe, which is exactly what I'd want quantified before using it for spreads or hedges.
That was AMD 2 years ago when NVDA jumped while it lost 50%
BB buying out NVDA
Lol NVDA is the leader in inference. They own the ecosystem. AMD is the obvious second best and second source for inference. But no way it deserves this multiple.
Hey Burry, did you know that NVDA’s earnings didn’t drop last quarter lmao. But LULUs did 🤡
Man. Chill. I didn't start investing until I was 28 and understood a thing or two about markets and the economy and had any extra cash to even invest in the first place. Now ten years later, I've been underemployed mostly by choice for the past four years, living off my investments for the last three, and the total across my investment accounts is 60% greater than four years ago. (Never mind that I need to get back to my earning potential soon, but...) Point is, I missed Netflix, Amazon, Apple, Sbux, etc, and I bought in to Meta and a couple others a bit late, but I got NVDA, AMD, Meta...and there will be more. One day you're going to grab some stock picks that other people will wish they'd gotten if only they'd started sooner. Long view!
Semis is cyclical. Capex spending depends heavily on OpenAI & Anthropic's demand. This is a real risk. These forecasted capex puts a lot of trust in these 2 frontier AI labs. For me, I decide to trust Google. Their business is way more diversified than NVDA.
Cant be this dense, are you? Who do you think was buying AMD / NVDA etc a a decade ago? Cause it wasnt Wallstreet.
Suddenly IPO delayed for AI-monsters. $NVDA CEO of course jump to smooth it, because he has to sell GPU, otherwise crash like Enron. Market cap pump by vibe not by earning, $AMD look market cap, compare to $PEP $PG $CRM $NKE $BA $ASML & many. $QQQ $SPY at vix 14 handle, heading midterm time? https://preview.redd.it/v59bkd93k0rh1.png?width=745&format=png&auto=webp&s=da08c94c4ca100cb65331b1da80d7b8d61ba0fbe
China-US spat Alibaba today taking on NVDA 7 Chinese chip manuf taking on Intel - Intels 20% Rev & 14,000employees at stake Kiwimoore Chinese competitor to MRVL going public in HK today YMTZ/CXMT against SNDK - on and on So why’s stock going higher and higher - in 1 year most US chip leaders will lose 10-20% revenue
Okay so Tesla I wouldn’t touch, fully agree with you but I’m just a guy on the internet that thinks a Ketamine addict with ties to an unstable president is a bad choice to bet on. Go figure. Podcast bad. That is all. I think you might have something there. I noticed you mentioned wanting experienced advice. I’m not old as fuck but I bought RGTI at 1.50 with about 60 grand and I’m doing well now. Heaps of research on investor sentiment. The idea was, NVDA popped already, what would people choose en masse next?This is, I believe, outside of fundamentals which are important, the key to success with this shit. The interesting thing is that my next thought was the materials needed to build all this AI bullshit. Someone mentioned nuclear, which is right, graphine also, you’re right. If you wanna go that direction find out what it takes to build the stupid shit billionaires want and try to figure out what they’ll want next. It’s honestly exhausting but also what your average fuckwit thinks billionaires will want next, because unfortunately there are thousands of you having the exact thought at the same time. It’s exhausting but try to do that if you want to go this direction man.
💀 MRW I sold my $2000 of NVDA in 2009 because my employer did business with both them and their competitors and I wanted to maintain impartiality (it would be worth $1.7 million today).
IONQ, QBTS, QUBT, INFQ, ARQQ are where my head is at right now. Neutral atom, room temp systems and encryption. NVDA, MSFT, Amazon and IBM are also dumping huge amounts of money into R&D - which makes sense as the tech poses a sunstantial threat to their existing revenue models
The simple reason is AMD is no.1 in CPUs and no.2 in GPUs. CPUs have all of a sudden become very important (think of memory 1yr ago) and forward CAGR has grown from 10% to 30% to 50% to 70% in a short span of 6-9 months. CPU:GPU ratio is expected to be 1:1 going forward, down from 1:8 previously. Meanwhile, GPU market is still growing as we see from NVDA's projections. so no.1 in GPU gets you 5.5T (NVDA) no.1 in ASICS gets you 1.7T (AVGO) if you are no.1 in CPU + no.2 in GPU, aren't you going to be worth 2-3T even assuming no growth in overall semis? and AMD has huge amount of IP and can compete in ASICS as well (custom chips for META, GOOGL, MSFT, etc). the multiples everyone is quoting are based on old estimates or historical 12 month numbers. Market moves based on 1-2 year forward earnings.
Imagine, for one moment, if you will: NVDA at 1000 PLTR at 1000 RKLB at 1000 Please imagine with me. Thank you.
Just go all in on NVDA
Well, I have been investing in the market for the last 23 yrs. I have been aggressive the last 3 yrs. I got in early on tech giants like Amd, Alab, Anet, Arm, Avgo, Apld, NVDA, Mrvl, MU, Docn, Intc, Pltr, Smci, Spcx, Rklb, TSM, STX, VRT, GLW. Today, I crossed over 1.1 million and decided to sell everything but 200 shares of Nvda. The rest is sitting in SGOV earning me 3,100 monthly in divvys until my retirement in 2 yrs. It has been one hell of a roller coaster ride with all the big ups/ downs. I am going to leave my other brokerage portfolio to ride with 148k in it. Good luck to all navigating thru the Wall Street casino! Don’t fall in love with any particular stock, take profits, re invest in something wks with upside potential. Good luck all, I’m just chilling from here to retirement!
Interesting to short AMD as a hedge when it's much more expensive than its peers like NVDA and AVGO.
Yeah but if NVDA go up tomorrow my puts are cooked
Dang, I get it's passively managed, but no NVDA? That seems a bit scary.
NVDA does not have options for tomorrow. Wed and Fri.
I have puts on NVDA for tomorrow, I’m cooked or not?
Commission and contract fees. Made some profit off NVDA options, paid $1600 in commission and fees. Really disappointing.
I mean it’s a great company. I bought it around 180 and sold at 250. Clearly way too soon. It’s a great company but I just can’t get behind the valuation here. Especially with NVDA where it is. At this point NVDA is a value stock. Even as it’s growing 100% which in and of itself is also bonkers.
It's funny, everyone just ignores PE when it comes to growth stocks. Which is fair enough, but a lot of these companies, including NVDA, are super expensive if you use pb, ps, or p/fcf instead. AMD has a pb of ~15, a ps of 25, and a p/fcf of 122. Totally bonkers
It is dangerous to be an enemy of NVDA. There is a reason why Jensen is buttering up Marvell.
PE ratio of AMD at this point is absurd. 143x trailing whole NVDA sits at 28x is laughable. WMT has a higher multiple than NVDA which will do something like $800 billion in revenue by 2028 on 74% margins. Some of these names are whacky
I just Shorted NVDA & ORCL hahahhaa
Avg share price is 74. Placed a big bet (I was 20) and put 15k on AMD and 10k in NVDA.
NVDA $230 this week!?!?
Every company has the ability to go +10% in a day except NVDA. I just want to see it one time. They trade like a bank man. Even when every other chip company is ripping and news comes out that their next chip absolutely chokeslams AMD's entire lineup they're at +2% and AMD is up 12%
Every company can go 10% in a day except NVDA
After 250 years of US independence, all are not intelligent enough, need to spend $5-10 Trillion to become super intelligent AI technology can be here, but financial derivatives products crash 90%,as leverage too high $NVDA $MU $AMD $INTC $SMH $QQQ $SPY all see high rate impact
What time do those megalomaniac douchebags come out with another, "We're all doomed" All the while touting their new improved models, trained on a billion NVDA gpus 🤡
The huge market cap point has to do with who is the incremental buyer? Who’s buying enough NVDA to sustain another rally that doesn’t already have a full allocation?
Unless Xi lets NVDA sell in China I forsee down-ness.
AI workloads barely uses CPU and its profit margin and sales for those CPUs are no where near NVDA which is a much cheaper buy. Bullish on AI overall but not too sure on AMD.
All in on NVDA put for tomorrow
NVDA is for GAYmers AMD is for gamers
Nah I was all in NVDA so my dumbass was like I don't need AMD
Thank god. I was always in on AMD and only held very little NVDA.
Going into tomorrow NVDA $230 SPY $775 AMZN $260
Need NVDA at 10T by next year
Trim META, buy NVDA and GOOG
Weak pump on NVDA cmon baby let’s go through $230
I hope that NVDA go down
Come on NVDA we need some volume even Intel is booming today
NVDA pls 225 and I’ll suck your red dildo
I kept everything as it is and added 400$ to QQQM, QQQM become 53% and NVDA 46%, and thinking I will add 100$ to QQQM till NVDA becomes ~20% of portfolio and then I try to add something new, maybe VOO or some other stock. For now I'm keeping it as it is, reason I wanted semis is that the semi stocks were dropped and I was thinking it was great time to buy now.
Wtf NVDA spiking up yo
NVDA just the AI bank and bonds now. Everything is priced in for NVDA
AVGO and NVDA the market is not taking the guide seriously or thinks that it is the top. Funnily similar logic is not applied to other semis now.
$NVDA to touch $230 then drop...
December 6th new video game release: Battlefield: Wall Street Edition 23/5 trading where the market is the new warzone — no safe hiding place, no respawns, just 2AM limit orders, NVDA calls flying left and right, small-cap snipers and some dude in Poland launching a $40k YOLO while the rest of us are asleep. OBJECTIVE: CAPTURE THE GOD DAMN BAG You die, you respawn, you check futures. You die again, you check your brokerage to see if the ammunition came back with you. You die a third time, congratulations regard, you're now a long-term investor. High five bro!
Agreed. Shorting via deep OTM short calls with tight stop loss. Small tactical hedge vs much larger long term NVDA/AVGO positions.
I’m waiting in my bed for a NVDA red dildo candle
I need a NVDA red dildo pls
I hear you but even NVDA with way higher market cap gets random super pump days, although not on the level of AMD of course lol
AMD top line growth is slower than both AVGO and NVDA, depsite being off a much smaller base number. You'd have thought the opposite based on the valuations. Now I would not short AMD, but it's very pricey.
I want a red one on NVDA
Smart move now is to Trim META and buy NVDA and GOOG so I can make money
How can NVDA not join these massive dildos
Will NVDA break 230 today
They re loosing mkt share albeit in a growing market but everyone's trying to reduce dependency on AVGO and NVDA.
AVGO is fundamentally supported. Based on forward guidance, both NVDA and AVGO trade at <20x forward EV/EBITDA and have 50%+ net margins. By comparison, AMD is over 60x EV/EBITDA with 20% net margins. I just don't see AMD growing into its current valuation. Disclaimer: I am long NVDA and AVGO, and shorted AMD today as a hedge. Thesis: If semis fall, these names should fall together and AMD should fall much more which will offset my losses.
If META goes up because of AI, then why doesn't NVDA go up too?
NVDA logo is green. Therefore it should print.
I have a toxic relationship with NVDA
NVDA has a toxic relationship with 225.
They are listed on the website of the Korean etf. Kiwoometf dot com. Same S&P momentum index. Big changes are no NVDA or AVGO. AAPL, GOOGL/GOOG, MU top holdings at 9% each.
AVGO has had a crap year, but its 3 year return is still more than 10% better than SMH and 40% better than SOXX, so it just ran up its gains ahead of broader semis. Even more than NVDA, it has been resting, but while resting its forward PE settled in to "very solid investment" territory. I wouldn't buy it to make a buck this month, or hold it in a non-taxable account, but if you are holding it with big gains in a taxable account it should give an above market return with relatively low risk over the medium-term.
NVDA better and cheaper than META, change my mind
I will eat a fucking pigeon if NVDA crosses 230 this week.
welp ima buy some NVDA
NVDA let's get it up!
GOOG and NVDA just neglected.
At 58% in one name you're carrying real single-stock risk, so trimming NVDA makes sense. Just remember QQQM already holds NVDA and the big semi names, so swapping into a semi ETF concentrates you further rather than diversifying. Any reason you're set on semis over broadening into the whole market?
All the pump that was supposed to go into my NVDA and AVGO 0DTE calls went to META, AMD, and INTC 😩😭
GOOG locked at 352 and NVDA at 225
NVDA has performed very poorly this year despite its huge beats
who cares waht you want, when i actually held NVDA since 2023. keep buying what "goes up", that's about the level of comprehension i can expect from this sub these days
I’d rather have AMD’s YTD return than NVDA or AVGO lmao