Reddit Posts
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
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
Mentions
Better to do the pig pen. If they can’t find the body they’ll never prove I’m dead. Smart kids but I’ll beat them in the afterlife if they buy NVDA
Wondering if I should wait for another AI scare or just get NVDA shares now
Google was a value stock at $150 a year ago. NVDA is a value stock now. Value investing that works today is less about dividends and more about finding assets trading for much lower than their growth potential.
S&P 500 is one of your "safer" choices in the market. It specifically chooses large companies that have been continuously profitable. Yes, it has NVDA on there, but it also has PepsiCo, Proctor and Gamble, Phillips 66, etc. Notably, it does not have SPCX, nor will it include Anthropic or OpenAI when they IPO. In a massive recession nothing will be spared, but some will still outperform - but with enough diversification, you'll be able to DCA on the way down and continue growth. For hedging - increase your bonds, and increase your international holdings. If you want to get really wacky, add a SMALL amount of commodity ETFs. You're 49, so you'll retire in maybe 15 years at the earliest. If your portfolio is less than 10% bonds, that's an easy change. Even 20% wouldn't be crazy at your age. Fwiw, I'm about a decade younger than you, and I shifted my portfolio to about 15% bonds just a bit over a year ago. Everything I've suggested above is literally what I've been doing. Don't try to outsmart the market by timing it perfectly, or putting your funds in the place where a recession won't touch it. Just shift your risk tolerance to help you sleep at night, diversify your holdings, and keep on trucking.
I’m with you on the thesis and the short ratio is crazy. I’m in for just 1000 shares at $9. The company does well on earnings and their biz plans and operations seem solid. People hate on it bc it has been a meme stock a couple times but NVDA even had a stake at one point. I personally don’t believe enough to yolo but if they can corner the agentic market before other major ai players, i don’t see why they can’t grow their mc by at least 10x in the next few years.
> you're already long this theme through NVDA, MU and CRWD No I’m not
NVDA and AMD. It’s only the beginning
NVDA is same price as on April 27th. NVDA needs to wake up. 6 trillion market cap is calling.
From my friend Claude - Worth saying upfront: I'm made by Anthropic, and the entire thesis hinges on what Anthropic is worth. Take my read with that in mind. I've tried to check the claims rather than form a view. **What checks out** Most of the facts are right, which puts this above the WSB average. CEF Connect shows a share price of $34.24 against NAV of $34.30, and a 52-week range where price hit $72.87 and NAV hit $34.30. The May comparison is accurate: the stock traded at $61.66 against a NAV of $24.56, a 151% premium, and at its April 2024 peak buyers paid over 400% above the value of the underlying assets. The insider buying is real: Sohail Prasad made 3 purchases buying 56,000 shares for an estimated $1,767,343 with no sales. And the New York Times reported in late-August 2026 that an eventual IPO could value Anthropic at $2 trillion, against a Series H in May 2026 at $965 billion post-money. **Where it falls apart** **The "10% discount to NAV" is a discount to a stale number the manager produced.** CEF Connect's 8 September page lists the NAV as of 31 March 2026. Destiny's own documentation says the fund strikes a quarterly NAV, and fair value determinations are made by the adviser's valuation committee with assistance from an independent third-party valuation firm. You are not buying a discount to observable assets. You are buying a discount to the manager's own estimate of illiquid private stakes, months after the fact. **The Anthropic re-rate is mostly already in the NAV.** The $965B round closed in May. NAV went from $19.97 at the end of Q4 2025 to $34.30, and total return on NAV over 12 months is 395.66%. The markup has happened. Run the actual numbers on the post's own inputs: Anthropic at 14.4% of a $34.30 NAV is about $4.94 per share. Going from $965B to $2T adds roughly $5.30, which is where the post's "$40 NAV" comes from. But that requires the full $2T. At the more sober base case, secondary markets price Anthropic at $1.05 to $1.15 trillion and FutureSearch projects a median first-day market cap of $1.10 trillion, a 14% premium over the last private round, which adds about 70 cents per share. Not several dollars. **The $2T figure is a forward-forward projection.** It rests on projected 2028 revenue of $190 billion to $200 billion. That is two years of flawless execution priced in today, leaked to journalists by parties who benefit from it being believed. **The real thesis is "the premium comes back," and the post's own data argues against it.** Every price target listed is NAV multiplied by an assumed premium. That isn't valuation, it's a bet that other people will pay more. But look at what actually happened: the 52-week average premium was 74% and the 52-week high premium was 290%, while the 6-month average is a 1.92% discount. The premium collapsed from triple digits to zero **through** the SpaceX IPO, the single biggest catalyst this fund has ever had. SpaceX listed in 2026 as one of the two largest IPOs ever. The post frames the May buyers as lunatics, but they were buying the same "premium inflates into the IPO" thesis it's now recommending. It didn't work. That's the precedent, not the exception. **The fee structure is worse than "a giant pile of T-bills" sounds.** The 2.50% annual management fee is charged on gross assets, not NAV, and the total expense ratio for 2024 came in at approximately 6.28% of average net assets, making DXYZ one of the most expensive publicly traded funds available. You're paying 2.5% a year to hold treasuries. The T-bill pile is a cost centre, not a feature. **Post-IPO, the fund's reason to exist shrinks.** Once Anthropic lists you can just buy Anthropic. And 2026 US IPO proceeds have hit a record while new listings have lagged the market. **My read** The one genuinely good point is buybacks below NAV, which are accretive, and insider buying alongside them. That's a real floor mechanism and I'd credit it. But the structure of the argument is: buy at fair value, sell at an irrational premium to a stale self-mark. That works until it doesn't, and the chart says it already stopped working four months ago. Context also matters for timing. The Fed decision lands in hours with a hike priced at 91%, and AI-related stocks sold off sharply on 14 September as concerns over AI risk intensified. There's a certain irony in Anthropic trying to convince Wall Street it deserves one of the biggest debuts in market history while simultaneously saying the pace of AI development needs to slow down. A high-beta, illiquid, 6%-fee closed-end fund is about the worst vehicle to hold into that combination. Separately: you're already long this theme through NVDA, MU and CRWD, which is where most of your gains sit. Adding a leveraged-sentiment wrapper on the same trade concentrates rather than diversifies. If you want the Anthropic exposure, waiting for the S-1 and buying the actual listing is a cleaner expression with no fee drag and no premium risk. I'd skip DXYZ.
NVDA at a 27 PE like some regional bank that still faxes loan docs, while Jensen is out here printing hundreds of billions and casually talking 70% growth like it’s a rounding error. Orange Hitler rang him live onstage and they both flushed Gaythropic’s “please slow AI so we can keep the club exclusive” speech down the toilet. Nvidia buys Hugging Face for $13B and suddenly the closed labs invent safety. Now Jensen’s walking into the Trump-Xi dinner about to get export controls sloppy style. Street still acting like this is priced in. It isn’t. Get in while you still can boys. This is going to rip.
NVDA sitting at a 27 PE like it’s a sleepy bank while Jensen prints money. Orange Hitler called him onstage and they both called Gaythropic’s “slow AI down” pitch a hoax. Week after Nvidia bought Hugging Face for $13B, the closed labs suddenly discovered safety. Now Jensen is about to receive it sloppy style during the Trump-Xi meeting. Get in while you still can boys. This is going to rip.
do people understand what is about to happen with NVDA?
# NBIS 50BN MCAP COMPANY MOVING THE MARKETS MORE THAN NVDA ANS NVDA WAS UP MORE :kek: :kek:
nah man NVDA obv gonna be 4/5 the world economy by then
Send money to ASML, TSM and NVDA 2-3 years and forget
$NBIS rising after hours hours due to: JUST IN: $NBIS IS RAISING ON-DEMAND GPU PRICES EFFECTIVE OCT. 1 Nebius is increasing pricing across major $NVDA GPUs: H100: $3.85 → $4.50 (+17%) H200: $4.50 → $5.40 (+20%) B200: $7.15 → $8.50 (+19%) B300: $7.85 → $9.50 (+21%)
QQQ puts, SPX puts, SOXS, SQQQ, SDOW, NVDA puts. I am going to start a newsletter after I print tomorrow
Bought NVDA 215p for 0.65, it jumped up to 1.10 and dropped to 0.70, sold there, and now I found out they jumped above 2.00. sign
Why is NVDA so beaten down today when AMD was up?
Spacesex, NVDA and AAPL holding things up like Atlas
NVDA is still green as well
Won’t stop drilling till NVDA is red lmao 🤌🤌
Feel like NVDA 212.5 is a tad lower than it should be
I really want NVDA to red that will finish shaking everything up
This was more fun than NVDA earnings since it happens during market hours
LOL NVDA shorts and USO calls. Played today like a fucking FIDDLE.
🥭 has to stop the Iran war completely or else his NVDA calls won't print
NVDA earnings bers handing off the "Fucked Up the Most Obvious Play" award to Fed Decision Bols
Gonna be a lot of crying in the casino when NVDA is sub 200 tomorrow
META and NVDA are holding SPY up for dear life
NVDA crashing right after this conference ends
NVDA ends 213-212, USO back to 158.
!banbet NVDA 260 30d
There will be no problem if they are rated junk. Big difference with 08, junk are rated as AAA NVDA backing and the big 6 investment banker are trying to make those less junkie
Should I have bought 10 $2 0DTE NVDA calls or one $20 one
$NVDA about to dump hard today.
>Universal Music Group sued the distribution service DistroKid on Tuesday, claiming in a federal lawsuit that the service infringed on the label’s copyright by pumping out “AI-generated ‘slop’ that siphons revenue and listeners from the legitimate artists and rightsholders.” This might turn out to be the most ironic lawsuit in history. Your junk is defiling our junk! If this lawsuit works, that AI bubble might get its first test since DeepSeek caught NVDA on the back foot.
jesus NVDA gonna go sub 200 at this point
Let's just send NVDA to negative YTD and call it a restart!
Made some money in AMD, INTC puts intraday. Picked up some NVDA 215 puts. Still very cheap. This shit is gonna tank after 2Pm
No matter what, NVDA cannot go down. Nothing can stop it now. Keep going green when market is dropping.
0dte USO calls, 0dte NVDA puts. Ez. Pz.
You are regarded. NVDA is green. TSLA is green META is green AAPL is green GOOGL is green...
100x 0dte NVDA 212.5 puts at 0.18 wish me luck
Probably the safest thing honestly. I’ve just cashed out my NVDA incase it all plummets 🤷
Sell my NVDA 218c Dec 18 and wait for fed?
YOLO, all account to NVDA SPCX puts and MNQ shorts
I want see MNQ and NVDA SPCX red for tomorrow
They won’t listen. They will keep buying MU and NVDA until the trucks can’t deliver the chips.
sold my NVDA calls, now time to see it continue to go up
I knew I should’ve bought some NVDA calls yesterday…. Popping in to take some other profits and later buy some gold…
Heard NVDA was in talks with Pepsico's FritoLay to manufacture new chips.
guys all in NVDA les go
I mean ok, FED decision, but why specifically NVDA
You could have bought any other stock, SKHY, MU, META, indexes like QQQ and SPY in that case. Why NVDA, what was your catalyst 😆?
Great opportunity to load up on NVDA
Of course. I suspect the whole hullabaloo about "slowing down" AI is them trying to shut down open source models and essentially regulate US companies to only use their "safe" agents. If any company using AI can just download Qwen 3.8 and run it locally why the hell would you pay the labs huge token fees for anything, but the most extreme use cases? Furthermore my conspiracy theories is NVDA buying Huggingface is them spreading their eggs to other baskets. NVDA is planning for a future where AI demand and hardware remain high, but OpenAI and Anthropic go the way of the Dodo.
NVDA calls are free money
Later news on NVDA started production with intc fab
This. He’s one of the greatest to ever do it. People make fun of him for his comments here and there but not about the ones he was right about. When everyone said NVDA was shit, he never backed down.
iirc if you followed Cramer's lifetime advice NVDA alone gets you way outperforming SP500
You can talk shit about Cramer all you want but he was right about NVDA from the beginning.
Does NVDA finally fucking die tmr?
you guys ready for NVDA 220 tomorrow
In this environment, I have zero confidence on the longer future. What are the odds of five years in a row double digit growth? I mean, if investing is really like this, yeah all in VOO and chill. I take profit, rinse and repeat. Make sure I am full cash before every defining moment, instead of betting another NVDA opportunity, I missed the first one, I don’t think I am that visionary and likely will miss again and again on those life changing opportunities. So, I rather stay patient and believe in compounding. With all that being said, I am 22.3% YTD. 184% three years in. Again, if you started this year with any of the SMH holding, you are light years ahead of me.
MU and NVDA both survive.
I’m not so sure about NVDA. But I’m more confident about AMD and Broadcom.
How is NVDA going to make 100 billion dollars a quarter in 2030 and beyond if the AI bubble bursts and CAPEX gets cut
Even if the AI bubble were to burst in 2027, most of the quality semiconductor stocks like NVDA, AVGO, AMD would return to all time highs by 2030 again. AI bubble might eliminate the current growth driver. But that doesn’t mean their business will suffer from permanent loss of revenue. All these days I’ve been under the assumption that when the bubble bursts, no semiconductor stock will ever see an all time high again.
No bro seven and teen are each a token bro trust me bro NVDA 300 eoy bro
https://preview.redd.it/ialo13pb0sph1.png?width=1517&format=png&auto=webp&s=14cf5f9e3a4e7224e0a8d1eb6ed2ab8759c12fd1 sick bet bro! NVDA has the highest margins, and top line growth of the entire mag 7! and the lowest valuation multiple too ( besides META)
People forget that Trump will get what he wants which is for NVDA to rip. He already called Jensen live and going to have dinner with him. Also the whole U.S government is openly flipping stocks/options. No matter what Feds decide tomorrow, if there is market sentiment NVDA will shoot up at least 20 pts. 50/50 chance.
Just want a nice 5% day on NVDA tomorrow
The parley that into NVDA in 2022
You’re young , I would buy NVDA and MU long term .. buy on dips
#As the leader of WSB bulls, I order you all to buy AMD/NVDA calls tomorrow LMAO🤌
Which is why I am seeing mostly straddles in the option sweeps. Huge $20+ million orders for straddles on SPY NVDA and others. Big money knows a big move is coming. They dont seem to know the direction either. If we could end this pointless war I have no doubt we would run to SPY 800 quickly. Problem is trump is an idiot and the situation seems to be deteriorating rapidly. Market seems hesitant to sell because we all expect it to just end.
Bought 2x leverage NVDA shares… am I cooked?
Especially at this price .. I had NVDA calls that went from $.70 -$1.75 $25.10 in a few days any NVDA calls with a price target between $220-225 you got a fighting chance
Look at NVDA creeping up in after hours… he might be a genius and .25 rate hike is already priced in to market
Look at the P/E ratio of the Mag 7 (excluding Tesla), they are all very reasonably priced. Google and Amazon are under 20, NVDA, META and MSFT are in the mid 20's. Meanwhile Costco and Walmart ratios are 40+ in comparison. Not saying that things couldn't start dropping, but the Mag 7 make up a significant portion of the market and they are nowhere near as overvalued as what we saw in the dot com bubble.
Oh man, thanks for this. I missed out on probably $30k on my NVDA play. You made me feel so much better about my "coulda, shoulda, woulda". It took me a long time to not see missing out on gains as "losing money" even if i made a profit
What a stellar year for NVDA up 19% YTD
But like you said I missed some gains, I think if I yolo'd all my options + stocks I coulda came out with like $600k+ if I had maximized and not diversified along the way. I got lucky that my $10k stash at $32 was pretty much the bottom. I've been trading for 10+ years and this is the biggest multibagger I've ever had lol. I also had 500 shares of NVDA at $12. I sold at +50% gains cuz it went up to $18 on the notion that PC gaming was dying and the stock wasn't really moving at all back then. Coulda had $4mil lmao.
NVDA 212.20 head banging
NVDA buyer can u wait until 212.20 so i can short u
should I buy 1k worth of NVDA today?
aww man NVDA trying soooo hard .
$NVDA head banging 212.20
Bought 21 AMZN call spreads and 12 AMD call spreads expiring tomorrow. Will see how it goes. Sold NVDA CC at $205 expiring Friday.
What about the people Who bought AMD @ $580 and NVDA @ $235? What happens?
I said NVDA would hit its head and it did.
short $NVDA at 212.20?
NVDA is about to pop up even with oil so high crazy