Reddit Posts
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
NVDA Dynamic Analysis: Ignoring Lagging RSI Noise
Are UBER and NVDA becoming more connected than people realize?
If You Could Only Buy One Stock Right Now, Which Would You Choose?
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
Chilling with this nice, chill green portfolio stretch today
Is this AI hardware dip worth buying, or just FOMO?
Why are these prices so out of place? APO ticker
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Is Nvidia still worth watching or already too expensive?
Theory on real reason AI and Space are crashing
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
$IREN - heavily shorted this past month
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
June CPI missed big but I'm not buying the full rally yet
NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?
I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul
The NVDA debate has changed: the market is no longer arguing whether AI is real.
Mentions
TSLA and NVDA in the anticipated symbols list, so this is basically just extended hours for our portfolio’s autopsy.
VIX still at 14 while the two biggest catalysts of the month sit right ahead: $NVDA earnings 8/26 Warsh Jackson Hole speech 8/28
I was straight up flipping ATM NVDA LEAPS during the massive run up, both in my brokerage and IRA. Now I'm retired and running the wheel for extra income, not making nearly as much, maybe $40-45k year. Rhe rest of my money is chilling in ETFs.
what happened with NVDA last night?
https://preview.redd.it/s7agdivwnnjh1.jpeg?width=500&format=pjpg&auto=webp&s=7332ae3fc5ae5c41d98d4441ebd9be3e1eab6068 NVDA 9/11 200p Free money
So NVDA making all (& only) money NVDA calls then
Every earnings I hope NVDA goes up, every single time it disappoints me, and every single time I buy calls again anyway. How you call that?
> Infinite growth is a problem when the biggest companies in the world keep trying to compound to get infinitely bigger than markets (or the earth itself) can sustain. The current mega-caps (NVDA, GOOG, MSFT, META, AVGO, ORCL, etc.) are already already resorting to CapEx circular financing schemes to keep the line-go-up music playing as long as they can until something inevitably breaks. I'm not sure how many times I need to explain why infinite growth isn't an issue: - Capitalism does not need "infinite growth" to function - We are in no way close to maximising Earth's resources into the perfect/most efficient structure, so the theoretical ceiling remains just a theoretical end point. We can continue to grow indefinitely in timeframes that make sense to humans. - Why are you presuming that NVDA or GOOG's market cap can't continue to grow? The East India company was striving for infinite growth in 1852. What, specifically, means that GOOG can't be worth a fair value of 20 trillion in 2100? > From the perspective of a potential investor, what's the point of even owning shares of a company if that company forever refuses to pay a reasonable dividend no matter how big they get and how much profit they make? Because they can grow their market cap by reinvesting in R&D, potentially giving you better returns than you would receive through dividends. If you want dividends, don't invest in these companies. > What the fuck do a company's profits actually even matter to an investor if the company refuses to ever pay a fair portion of those profits to the investor? If you buy a small business that makes widgets, you, as the owner, might defer a large salary to use the funds to expand the business. You might do this because you're convinced the business will be worth more in a few years if you keep investing money into it, instead of pulling money out through salary or profit taking. This is totally standard stuff. I have no idea why you're puzzled about this. > where the negatives of hyper-capitalism really started to outweigh the positives as far as how corporations' applications of their technologies have affected society. Rather than using their new technologies to create better products, they've created arguably shittier products in many aspects (because they make more money and make line-go-up more). Things have been inching closer towards dystopia IMO. You keep saying things like this. I want you to provide specifics. Because at this point you're (annoyingly) repeatedly stating "X thing is worse!" "Hyper capitalism stinks!" And I go through and explain why things are better, capitalism is good, and you just hit reply and do another rant about why it's bad. And you go into some random thing about dividends which is completely tangential to what we're talking about. Specifically, what is worse? Why is capitalism worse than whatever alternative it would be replaced with? Because I see absolutely zero evidence, and a significant amount of evidence to the contrary, that products and services are worse not than e.g. 40 years ago. > With the technology advancements we've had over the years, were it not for our greedy USA hyper-capitalism incentivization structure, USA probably could have already mostly fixed the big issues that citizens and politicians have been complaining about for years and years Citation needed. How have corporations prevented issues being solved? > affordable housing for all, affordable healthcare for all, and a better social safety net for all, and clean energy. Healthcare is better than ever, clean energy is obviously increasingly better, social safety is a purely political issue. Housing is an issue, but in no way have you demonstrated it would be better outside of a majority capitalist society, nor have you successfully argued that corporations are the reason it's expensive. I think you have valid concerns about society, and are incorrectly assuming that they would be fixed outside of capitalism. I think you have identified pretty big problems, but have incorrectly directed the blame at corporations. At this point I'm happy that we have differences of opinions, and we're probably not going to see eye to eye on any of this stuff. So thanks for the convo, have a good one.
7:15am options on NVDA right as the degenerates are waking up, what could go wrong
Calls? NVDA probably, yeah
AVGO and NVDA buys this week?
So buying AVGO and NVDA this week?
>Bullish for Nvidia and OpenAI NVDA sure, bullish for OpenAI lol what the fuck are you talking about
The bull case for NVDA is that AI demand is still growing but the mag7 can't produce enough so NVDA revenue still comes from selling chips in a "growing market." So their revenue isn't going away even if the mag7 are using their own chips 100%.
Google has the deepest intellectual bench, a top AI that will eventually beat or be a close second to Anthropic, a top cloud and renter of compute, a semiconductor portfolio that will come close to besting NVDA, a huge app/software ecosystem (Android, Chrome etc), YouTube which is the top streaming site and too many businesses to think of.
I've worked in the industry for decades. You are straight up lying. Samsung, Hynix, and Micron devote billions every year to R&D. Samsung ~$20-25B, Hynix and Micron ~$5-8B each. Further, they work on joint projects with partners like TSMC, Intel, NVDA, HMC Consortium, Broadcom AI Alliance, Wuxi IC Hub, GlobalWafers, etc. Do some research, mate.
NVDA and TSLA $116 billion partnership. I have calls in both. Which means puts will print. Enjoy 🌈 🐻 s
Yep... Palantir, Nvidia, Netflix, Amazon, Tesla, every great stock was once like this. NVDA had a higher PE in 2023 when it was trading at 500 than it does right now, and it is almost 5x the size.
Not a lot which is kinda good because we can just float up (other than NVDA)
NVDA does bookuu dollars. Stock is flat or slightly down
any1 calling NVDA for their earning?
The gap worry is the right instinct, and it is also the reason single name premium pays more in the first place. Over the same month the index realized 12.4, NVDA on its own realized 39.3 as of Friday's close. The index nets the Mag7 moves against each other, while a single name takes every gap at full size, so the richer vol is direct compensation for that risk. And the negative spread is not just an index story right now, NVDA's one month implied is sitting below its trailing realized too. The one consolation with single names is that the big gaps cluster around earnings, so most of the risk at least sits on a calendar. My plan is patience more than anything. With the spread starting negative and IV rank at 6, I am staying small and further out, where 60 day implied at 13.1 still holds some premium, and I would rather wait for implied to reset than add size here.
I've been giving an absolute fuckton of thought to this. The AI boom is absolutely nowhere near where it's going to be. It's going to easily dwarf the internet revolution and the social media revolution by orders of magnitude. The problem is not actually going to be the pathway for AI utilization - which is so easily clear - and the monetization, which is less clear, but it'll happen. What is going to be revelatory is the impact this is going on have on jobs and the economy. So many jobs out there are jobs that AI will displace almost fully. People who relied on arcane knowledge, and digital work will be unemployed. That's going to shatter the economics of markets and societies. Things like consultants, the tech sector, accounting, HR, policy writing, marketing, things that involve virtually no physical work, have a basis in knowledge, and don't require direct responsibility or accountability can be replaced .... today. That's a huge chunk of the working population. When they don't have jobs anymore, what do they do? That'll lead to a massive depression the likes of which society has never seen. That'll take down the market - and NVDA with it.
AI has yet to have made any meaningful boost to productivity Anecdotes and idea are fun, but it ain't gonna pay the bill NVDA is more like Cisco, yes its here to stay but it might take you 25 years to get a return on that investment
Can't fake cash in the bank and massive FCF lol. Eventually customers will grow tired of nvda and growth will slow, when it does NVDA share price will collapse like a house of cards.
I do believe at some point NVDA will be rerated but I have no idea if that is in 5 10 or 20 years. I don’t really buy this bear case though, the computer demand will not slow unless ai advancement hits a brick wall.
I BOUGHT OVER $103000 OF PLTU TWO YEARS AGO, AND IT FINALLY IS MAKING A COMEBACK AFTER 8 BAD MONTHS, AND IT IS EXPLODING AND HAS BECOME A MUCH BETTER STOCK THAN EVEN NVDA, AND THEY SAY NUMBERS DONT LIE...Could Palantir (PLTR) be the GREATEST AI STOCK EVER gone up over 44% in the last ten days...AND IT HAS NO COMPETITION. Which stock can claim that!? IN our group of 22 investoes in DTLA WE MOSTLY HAVE PLTU thew ETF "doubles your gains" but most shjould stay with PLTR if you are conservative...anyway DO A 1 MONTH COMPARISON GRAPH OF NVDA AND PLTR THEN 3 MONTH 6 MONTH 2 YEAR AND 3 YEAR GRAPH and you wil see clearly that PLTR DESTROYS NVDA dont get me wrong cause we have plenty of NVDA and lvoe it also......so NUBMERS DONT LIE Revenue was up 93% for PLTR WITH ONE OF THE MOST EXPLISVE QUARTERS IN HISTORY with any stock...LOOK AT THESE SHOCKING NUMBERS" in one month PLTR UP 32.47 percent....NVDA UP 11.02 percent....in 3 months PLTR UP 30.89 PERCENT......NVDA is DOWN -1.07 percent.....im 2 years PLTR is up 480.24 percent...NVDA up only 114.95 percent and in 3 years PLTR stock is A WHOPPING 1032.40 PERCENT BAM! and NVDA up 451.12 percent and why do people always insist thier stock is better? BECAUSE THEY TRULY DO NOT BELIEVE THAT "NUMBERS DONT LIE" AND THEY ARE NOT CHECKING THE GRAPHS, AND THEY ARE GOING ON A HUNCH FROM A FRIEND.....OR THEY SIMPLY ARE NOT DOING THEIR HOMEWORK! Come on people.... DONT WE ALL WANT TO GET RICH??! Lets help each other do that...and stop guessing Go by the numbers!
A covered call synthetically is the same as a naked put or CSP. They are both bullish positions and have the same capital risk. With my trading plan, I rarely am assigned. With the weekly crowd, it is expected. I use tasty trade recommendations: Naked Put or CSP. -0.20 delta strikes, expiration 35-45 days, and manage at 21 days. Assignments are rare because if a put goes ITM it can be rolled for a credit until the ticker recovers. When calls go ITM, letting the shares be called away is the usual choice. My opinion, of course. I will post an example. NVDA went ITM, I rolled it 6 times. NVDA spiked and closed for a decent profit. 61% https://preview.redd.it/y5n2ss5jaljh1.png?width=985&format=png&auto=webp&s=d994a62ecadc7c2f16b12b1d75cd88dd4e117aa9
Select equity options leads me to believe it’s for tickers like SPY NVDA AAPL etc.
You’re not wrong NVDA is the King Just feels like a Google or equivalent (like a potential Anthropic) is next up
They need NVDA for everything as well as every other company in the space. Long as that remains the case NVDA will be on top.
Buy aapl, nok, hood and NVDA at the new early open for options and you will be rich
Nvidia (https://finance.yahoo.com/quote/NVDA/) has revised its plans to support a proposed OpenAI data center project in Ohio and is now expected to initially guarantee less than $120 billion, down from the $250 billion previously discussed, the Wall Street Journal reported on Friday, citing people familiar with the matter.
NBIS, NVDA, SPY, TSLA-Now in the red
This is partially admitting that circular financing is risky and not sustainable and needs to be cut down which means less NVDA earnings in future. Without circular financing we would start seeing less overpaying for GPUs, more competition, etc.
The specific institutional investor concern with NVDA / AI infrastructure right now is circular financing. Reducing circular financing commitments and replacing them with third-party loans from banks/PE firms is bullish for NVDA and the whole sector.
I feel like you are so far behind on the current consensus for enterprise AI. NVDA GPUs are not a commodity because most companies can't easily replicated it. But we have seen Chinese companies replicating frontier models time and time again at lightning speed. The only real use case for frontier models currently is coding and that's it. The other stuff only works because of structural data, not because of the model itself. The benchmark used to measure the performance of those models are also asking very specific questions that have nothing to do with most companies use cases. That's why Nemotron without post-training performs better at enterprise use cases, and why you need to put a human behind the desk to check for hallucination even if they're using Claude. And you are absolutely right that most businesses currently don't have the hardware required to run the models locally. However, if people are afraid of model companies stealing your IPs, you are not going to run any enterprise data through non-locally-hosted models either way. It doesn't matter if it's a Chinese models or Antrhopic's. And we've already established that 90%+ of the "AI" use cases don't require frontier models, so why in the world would you pick something that costs $50 per million tokens to write emails or schedule appointments?
Individual stocks, so from my understanding stocks like NVDA and others can be traded with options in the pre market or some shit
Hope you all saw the NVDA OPENAI news, Sunday futures will be a bloodbath ;)
That’s a great average. I stumbled into this with zero DD and traded it from .3 to 1.11 and left. Then I saw NVDA comment about MU and did a ton of DD. Listened to the last 3 earnings calls. Back in HEAVY and holding for the long term, few years minimum. I’m at .71
NVDA going to moon based on less circular funding fears
If you watch market heat map, you will see the rotation trade. One day one sector is green, others red; then they switch. Same rotation happens with "stuff" markets. Latest one was gold and silver - once it started, it ramped then went vertical. There will be a next one, whatever it might be - copper, oil, anything that is big enough to take significant capital. The smaller the market, the steeper it ramps. May go back to gold and silver, as it is not supposed to make sense, it just has to accommodate capital inflows. Each has a stock that is top of the list, where money managers will just drop their capital: there are ETFs, they are the first in line, and there are leveraged ones, and they also have options; then there are top quality companies in each sector, which will be the default buckets for capital - AEM for gold, PAAS and AYA for silver, IVN for copper, etc. As the interest shifts between sectors, capital moves disproportionately from top stocks in one to the top stocks in next. Same behaviour - momentum chasing during ramp, then hockey stick, then in reverse. Sectors will change, until loose capital doesn't fit into one sector (metals are small compared even to NVDA) and will have to go to two or more. In the end, I expect all sectors to do hockey sticks, as there will be no room for capital to go, until something breaks and stops working - several years from now, we are nowhere near that now.
Hahaha not at all pal. Traded it from .33 to 1.11 initially, was a nice trade. After NVDA hyped the MU I got back in. My average is .71.
I think so. NVDA + MSFT rated them as an Exemplar Cloud and they have major deals going on. I have a decent size position
https://preview.redd.it/mci8l6wrvijh1.jpeg?width=1320&format=pjpg&auto=webp&s=4a4707ebe5ec5e23604e51afab79260fe61aafa4 Debt fueled marked. Always ends badly. We hit highest levels of debt in the stock market ever in June. Probably the single worst thing for stock markets. Market is overpriced. Total stock market evaluation sits at 236% of US GDP. Highest it has ever been. Normal levels were around 90-120%. AI mania. It’s a bubble. Everything is overvalued. It may not be extremely apparent as things like P/E seem like a normal range for NVDA, but 90% of their growth in the last few years has been fueled by borrowed money- every company buying their products have taken out loans or issued bonds to do so. So it’s not sustainable for much longer. The war in Iran impacts oil supply. We aren’t feeling it yet because we are draining our strategic reserves to keep the costs down at the pump. We are also producing a bunch of oil ourselves for exports to help keep the costs down, but it’s not the right type of oil that the US consumes the most of which is why we are still draining our reserves. Most of the world’s nitrogen fertilizer also comes through the strait. Fertilizer goes up, so will food- it already has started. This is purely for midterms. The world is also shifting away from the Petrol Dollar. The US kicked Russia of the Swift system when they invaded Ukraine. This is bad for many reasons but two main reasons- the USD will no longer be able to control prices in the global commodities market, and other countries are no longer interested in buying US treasuries. The treasury bond market is in uncharted territory. Record level debt, foreign entities are withdrawing their holdings of US treasuries which means interest rates for treasury bonds have to go up to attract new investors so the US can avoid defaulting on debt or triggering hyperinflation through printing to pay off debts. This is the real reason we are imposing such high tariffs. Global trade only works when it benefits you, if you can’t control the price any more then costs to import goods will go up significantly and for a country like the US, who exported all of their manufacturing to 3rd world countries. Tariffs force US companies to bring production back to the US. Unemployment is increasing, GDP is decreasing (only reason it appears up is AI Capex spending, but that will end very soon because it’s debt fueled), rising food/gas/energy/etc prices means less money to be invested in stock market- it also impacts investor confidence as global future will appear uncertain, and with treasury bond yields increasing there will be people moving from the stock market to the bond market. This also doesn’t really reflect what could happen to the US overall, if the strait stays closed for much longer oil and nitrogen supplies stay low, food production will get hit, less food on the shelves means shortages- also means gas shortages (less production, less energy, etc). Now, the reason why this is all being suppressed. Not being political, don’t care who you vote for or not. Trump administration and the republicans have focused on the stock market as an indicator of the economic success resulting from their control of government. If that gets compromised, if inflation soars, supplies dwindle then the administration would lose some of its voter base at the worst possible time. So tap the reserves to keep oil prices down’ish, push AI narrative and start AI initiatives, entice more money into the markets with amazing tax incentives- capital gains??? All of this to say, the market is in a bubble. The bubble is propped up massive amounts of debt and by the USG manipulation. We are on the cusp of an affordability crisis that is temporarily suppressed. When this bubble pops, and it will pop. Retail investors, who have been duped by bots/media/etc will be holding the bag all the way down. It’s not a matter of if, but when, and it will probably happen after midterms but could end up happening before. Governments can delay a little but not stop crashes. Good luck.
I do think that the circular financing isn't nearly as bad as people make it out to be. It's just a bunch of companies committing to a new emerging technology, and the companies providing the tools for it also providing financing solutions so that other companies can keep buying said tools. We can argue if the technology will really deliver its promise or not, but the circular financing in itself isn't that bad IMO. It might mean that stocks like NVDA will drop like a stone if the AI trade unwinds though.
and btw yesterday's 10Q filings cite the following > The TensorWave Lease has an initial term of 15 years following commencement of the final delivery phase, with two renewal options of five years each, and is expected to generate approximately $6.5 billion in total contracted revenue over the initial term, excluding any renewal terms or the exercise of the expansion option. The TensorWave Lease also grants TensorWave an expansion option for two additional buildings at the Project Matador campus that, if exercised, would increase the aggregate capacity leased to TensorWave to a total of 650 MW. TensorWave’s obligations under the TensorWave Lease are guaranteed by TensorWave Inc., and the Company has agreed to provide a guaranty of the Landlord’s obligations and a completion guaranty supporting the Landlord’s construction obligations. The effectiveness of the TensorWave Lease is subject to the satisfaction or waiver of customary closing conditions, including Board approvals and the **Landlord obtaining project-level financing**, at a closing expected to occur on or before September 30, 2026 (subject to extension), and either party may terminate the TensorWave Lease if those conditions are not satisfied. There can be no assurance that these conditions will be satisfied or that the TensorWave Lease will commence. The facility is expected to be delivered to TensorWave in phases beginning in late 2027 and continuing into the first quarter of 2028, with TensorWave taking occupancy as phases are delivered My assumption is that AMD might be trying to expand in neocloud relationship business just like NVDA with Nebius and Coreweave and will act as a project level financing/guarantor for Tensorflow deal where the recent bond sales might be a collateral
I had NVDA 225 puts and 225 short calls expiring yesterday looking to offload some shares at EOD. Somehow both expired worthless, how did that even happen..im guesing NVDA was bang on 225 sometime after hours at the exact moment options were closed. Rip, well if Monday isnt green im fucked
Alright, 2 more days until mms continue to pin NVDA to $225
I made a lil YT channel with analysis on $NFLX $SOFI $ELF $RDDT $NVDA and $META if any one wanna check it out. The vids are straight to the point dw 🙇🏼♂️ https://youtube.com/@ax_invest1?si=Jp7qXweFLBO6Fcyj
Don't worry bro, I got you beat. Sold NVDA adjusted split price of $6.25 two weeks before COVID Sold micron for $89 in 2023 Still holding AMD, but feels bad knowing if I didn't sell anything until know my wife and I would be retired lol
META, NVDA, PLTR, VOO-Oh dear 😑
If we’re using DCF as the basis, would you then recommend GOOGL and NVDA? Seems like the difference in metrics is rooted in time horizon of underlying projections; I guess consensus is forward PE is overstating MU value because the assumption is the MU earnings will crater after 2027 or 2028. How many tech investors really care about DCF typically? I guess the more active or flippant your trading strategy, the less you would concern yourself with DCF as a model?
I have realized over $40k NVDA options in the past 2 months. Your karma speaks for itself self - stay broke son
I made a YT a week or so ago, just posted some analysis on $SOFI $NFLX $NVDA $ELF and $RDDT can anyone tell me if I'm genuinely brainrot regard? https://youtube.com/@ax_invest1?si=EWn6Nm-LVa0m017g
Quite the Friday night news dump. 🙄 $NVDA $ORCL [https://bsky.app/profile/carlquintanilla.bsky.social/post/3mt3iwvggxk2q](https://bsky.app/profile/carlquintanilla.bsky.social/post/3mt3iwvggxk2q)
NVDA would need a lot to move it’s market cap to $250. It normally dives on earnings. I agree with others, take advantage of the IV and sell before ER. Ballsy play.
im got out of crypto last year. sold the last of my holdings in xrp, in at .25c out at $1.20. put it into TSM, NVDA, SPTM (SPDR), QQQM and XEQT.
Calls on NVDA. This is good news for them.
NVDA will probably go up because they are cutting spending.
Full disclosure… I’m not bullish on NVDA and have no active position (only what might be in long term buy and hold untraded index fund accounts), but this isn’t true. Watch/Listen to *Patrick Boyle on Finance*’s recent Podcast/Video from Aug 4th. That guys is pretty bearish, or at least a realist and not a blind permabull, and his assessment is both interesting, educational, and negates the ENE comparisons to big tech accounting.
That roman goddess can suck deez nuts. long NVDA and Jensen's leather jacket
Well thank fuck I didn’t long NVDA yet Fun fact: Roman goddess Invidia represents envy and divine retribution
I suddenly find myself wondering if Jensen is actually as smart as I thought he was for the last 5 years of holding NVDA and tha it might be time to cash out. This might actually be the signal of how fucking stupid this has all become.
If you are interested in fundamentals, I just built this site free - no login - no tracking - and is meant to be a quick way to access the past X years of financial statement data. [http://open10k.com/](http://open10k.com/) \- you can just type in [http://open10k.com/MSFT](http://open10k.com/MSFT) or [http://open10k.com/NVDA](http://open10k.com/NVDA) \- over 8000 tickers work.
Im confident in NVDA hitting $230 eventually, I just don’t know when. I have a $260 con for next month. I do think you paid too much for this con though.
Starting Monday a few tickers are selected for options trade to open early specifically for them, one is Nokia, another one is $NVDA, etc
Except that the earnings are rigged and inflated. That is Michael Burry’s point and I 100% agree with him. And he also knows more than you @twist games. Bag5 is now hiding 1.8t in debt, then few days after that news NVDA got another 250b. So yeah, don’t believe the EPS bullshit.
Banks do generate fees on the loan originations. But, anyways, every capital good, like machinery, works this way. The company that sells a machine, books revenue immediately. The company that buys it, now has an asset, and they’ll use it to make products, which generate revenue over time. All NVDA is doing is selling a server. AWS buys the server and plugs it in 1 month later. AWS then rents the server out to Anthropic, generating revenue for AWS. Anthropic uses that server to run their models, which end users pay for.
I’m very bullish on NVDA, but if you think good earnings are going to cause NVDA to go to $250, I urge you to look at how NVDA has reacted post earnings for the last two years.
You guys see the NVDA OPENAI headline just now? Sunday futures will be a bloodbath
Did you not see NVDA at -0.20% today?
$NVDA is going to end up financing Terafab
NVDA will be a sell-the-news event
retail earnings, NVDA, or Jackson Hole will trigger the sell off
> NVIDIA (NVDA) is scheduled to report its Q2 FY2027 earnings after the market closes on Wednesday, August 26, 2026. > Options Implied Move: Options market pricing implies an expected move of roughly ±7.0% to ±7.5% following the report.
NVDA earnings end of month. they always crush, do we run till then?
NVDA in SPCX for 21B. Cmon man
A $1000 investment in NVDA in 2010, at $.40/share would be worth $567,000 today.
NVDA 215 or 230 next week? Hmmm 🤔
Burry is a fucking idiot $SNDK $MU $NVDA $NBIS
NVDA wants to do 230+ bad.....
NVDA disgustingly pinned all day
NVDA teasing a breakout for a week just to be so flat
Feel sorry for the people buying NVDA calls for earnings
So $NVDA to 250 next week?
$NVDA now trading like a stablecoin, wow.
What happens if NVDA misses earnings?
So market freaked out at AVGO off-balance-sheet financing guarantee but totally cool with NVDA's circular shits?
NVDA has some legs to show pre ER
I swear as soon as I enter an NVDA long, the money gods say "let's see if we can kill him with boredom for 4.5 hours, and then tank it, cuz FUCK 'EM."
NVDA recently drops after earning. 🫣 Good luck bro
$NVDA stop this floppy dick thing, Shrek all over me
NVDA should be removed from the index, ain't no two ways about it 💩
A nice lil’ 2% NVDA puke would be amazing…. Come on Jensen…. It’s over your circle jerk gonna leave stains all over the leather….
yall ready for the NVDA sell off at 3:50 that sends spy down $1, prints me tendies and I have a good weekend (cope)