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
Even if they sell AMZ will not do 40X like NVDA did. Who cares about double digit growth nowadays. Give me 100X or I’m out.
They already do though? You can buy AMD/NVDA cards on amazon
SNDK moving like prime NVDA
I thought the NVDA/TSLA pump was extreme. INTC is absolute insanity. Sure, the chart says long term breakout but the company is actual garbage compared to AMD 😂
NVDA is green on the day and NVDA owns SPY's soul, questions?
I need NVDA to do what META and AMZN are doing
Your thesis is correct but the ramifications you pose are not. Coding hasn't been the constraining factor in software engineering ever since covid, and AI is unlikely to change that fact unless it starts replacing management outright. And there is nothing too wrong with the private credit market, it's a rout based off of fear and the entire capitalization of private credit is less than NVDA.
Would it be regarded to put $10,000 on NVDA
How the fuck can INTC going up and why the fuck is NVDA flat for 7 months?
Ran $NVDA through my analysis tool. Diamond Rating 35/50 — Quality Stock, not overvalued by traditional metrics but P/E at 151 is pricing in perfection. Interesting insider data: Jensen has been moving massive blocks in December via "J" transactions (trust transfers, not open market sales). Classic wealth management move, not bearish signal. The real bear case: Blended fair value comes out \~$22 vs $182 current price. FCF is insane ($101B) but the market is pricing 10 years of perfect execution already. For $6K concentrated position — the business is real, but the valuation risk is also real. What's your cost basis?
How are NVDA and PLTR doing today?
Why does it look like it's about to rip? INTC and NVDA will drag the whole market up
AMD sells the best chips for AI and agentic AI is very CPU heavy workloads. NVDA is definitely well positioned, but AMD does have something else to offer
NVDA is fucking garbage to trade now.
You're right, investors might not like it when they hear about AI spending... Market is too emotional and has the memory of a goldfish. I feel like it's very likely that the companies announce earnings, stocks rally 5% or more at 5pm and by open the next day we've lost all the gains after the companies elaborate on AI spending and investors take the time to digest the news. Might be good to watch these stocks around earnings and trim a bit on an after hours rally. Happened with NVDA last time, it went to 200 after close and was back down a bit at open next day. AMZN went to 240 quickly and lost all the gains on a few days. META briefly hit 740 right after earnings and was significantly lower 2 days after.
On one hand this Iran BS is not resolved, on the other, MAG7 earnings are coming up and they'll probably be very good, at least remind people these companies are still printing money, like NVDA, which had hundreds of billions in orders. Took the opportunity yesterday to derisk a bit but I wonder how risk on I should be with earnings at the end of April (and NVDA later in May)...
NVDA back in the 180’s, the world is healing
Puts on QQQ,TLSA,ASTS,NVDA,RKLB Slow bleed before IPO
Why is NVDA boomer trash now?
And NVDA dishing out a few billion monopoly dollars
Bro just give me NVDA at $300 by mid year
It’s because I bought NVDA puts before close it refuses to dump now LMAO 🤌
People are still trading NVDA? 🤣🤣 Seems crazy, but that’s kinda where things are now.
Happened to me with NVDA. Sold before yesterday close and it mooned.
NVDA is yesterdays news
Really need NVDA to rally
Here's my rough portfolio right now, though it's definitely a work in progress. I was initially aiming for roughly 50% VOO, 25% VXUS, 10% each AVUV and SPMO, and 5% individual stocks. I'm in my early 30s, willing to take on a bit higher risk for more growth. That said, I'm a bit over-invested in semiconductors, no? Was thinking about divesting the SPMO for more individual stocks in another sector, maybe pharma or green energy. Right now, I'm adding roughly $250/month, and not really increasing my positions on anything but the ETFs. |**VOO**|45%| |:-|:-| |**VXUS**|23%| |**NVDA**|10%| |**AVUV**|9%| |**SPMO**|9%| |**TSM**|4%|
I almost don't believe it Sounds like there is more to the story Did he live to 150? Was the blue chip NVDA?
Just in case the "ceasefire" doesn't hold, I decided to sell GOOGL at $218.××. Was going to sell NVDA as well, but when I got a chance, it was already off its highs for the day.
Hey $NVDA bulls. It may be trading like shit, but at least it's not $MSFT. Maybe if Jensen makes a solid trilly next quarter it can stay above $185 eh?
Yeah, but NVDA and The KING own Stakes in INTC. Doesn’t take as much money to pump INTC as it does NVDA.
Looking at soam, I am guessing too many people here bought NVDA puts
NVDA is the new INTC tbh
INTC is the new NVDA?
NVDA is the new AMZN 🧠
Semiconductors like AVGO and NVDA will get wiped out tonight. It will be supported by a major black swan event so people blame it on the event.
Yea mine is LITE. I get the bull thesis, but their valuations have become detached from reality IMO. LITE is priced for absolute NVDA-esque growth.
bought puts for tomorrow. SPY 673 exp 4/10 and NVDA 180 exp 4/13. 😬
$NVDA may trade like shit now losing pumps, but hey, at least it's not $MSFT.
But again...Im discussing MSFT specifically because of its outlier performance. In this case to the downside. Q's surge today and NVDA is up as you'd expect. MSFT isn't Which is why the MSFT specific questions about "why" You dont gotta keep saying you're not a day trader...nobody is talking about day trading. Talking about trends and outliers.
Sure, but like I said... I'm not really a charts guy. And as a long-term buy-and-hold guy? Weeks mean nothing in the grand scheme. If you want my - novice, silly, hardly worth reading analysis of the last few months? *ALL* the megacap techs have taken it on the chin. Heck, my darling is NVDA - if only because I bought in back in 2020 - and it hasn't had a great few weeks/months either. Sure, MSFT got punished more than most -- like I said, that's why I like it at 370 or so. But - I'm not a day trader and I'm not a fund manager. People who get paid professionally to reason out daily/weekly swings certainly have other thoughts..... For me? Don't really care. I'm not even a "buy the dip!" guy -- but I like good value buys. And it looks like a good value buy for the long term. I'll wait... I always wait.
Accurate. But NVDA hates Thursdays 😂
Struck gold with AAPL: I knew I would be able to retire. Struck again with NVDA: I knew I would be able to retire early. Aside from those two, a lot of middling.
No position anymore, cut losses long ago, but I have to laugh when see $MSFT chart being an absolute shitco, imagining all the screaming bagholders in it. Then get irritated when looking at how weak $NVDA still is. Then get angry that $INTC literally has Elon scam pumps to retarded levels.
No position anymore, cut losses long ago, but I have to laugh when see $MSFT chart being an absolute shitco, imagining all the screaming bagholders in it. Then get irritated when looking at how weak $NVDA is. Then get angry that $INTC literally has Elon scam pumps to retarded levels.
NVDA is not going to $175 today, wtf
Max Pain NVDA 175 today. FOMC coming out and not expected to be good. Straight closed Israel doing all it can to end ceasefire Iran says Lebanon part of ceasefire After Israel attacks Lebanon, Trump says Lebanon not part of ceasefire (revisionist) Now, Leavitt says “The president’s red lines, namely the end of Iranian enrichment in Iran, have not changed,” Even though Enriched Uranium is part of the 10 points of Irans plan. Do what you will with this info.
NVDA should be worth $22 trillion according to UBS. https://preview.redd.it/vpu1l81960ug1.png?width=644&format=png&auto=webp&s=8722b256f24c63f250211da1d26264294e685f1e
Last week they used MSFT and some NVDA and AAPL to prop up QQQ and SPY. Looks like this week is META w/ some GOOGL and AMZN. 675$ is the number today, they buy and sell META accordingly.
yeah I see what you mean, but honestly I'm not sure Jensen's got that kind of relationship with Musk lol. they're both tech guys but different circles imo. plus if it was for a mega investment like that, wouldn't there be some kind of filing or news? I feel like that would leak tbh I think it's probably just him rebalancing. dude's made absurd amounts from NVDA stock, so taking a billion off the table for diversification makes sense to me. I'd probably do the same if I had his position.
AI Stocks are super bullish $AMD $INTC $NVDA $MU $QCOM $AVGO The artificial intelligence boom is reshaping the semiconductor industry at an unprecedented pace, prompting analysts to significantly upgrade their outlook for the sector. Bank of America now expects global semiconductor revenue to reach $1.3 trillion in 2026, a sharp $300 billion increase from its prior estimate just four months ago. The revision underscores how rapidly demand for AI-driven infrastructure is accelerating. At the center of this surge are companies powering AI compute and data centers, including Nvidia and Broadcom, which continue to dominate the market. The expansion is being fueled by growing demand across compute, networking, and memory, as enterprises and cloud providers race to build out AI capabilities. Analysts now project the semiconductor industry could reach $2 trillion by 2030, implying a 20% annual growth rate—more than double its historical average. Beyond chipmakers, the opportunity extends across the broader ecosystem. Firms such as Advanced Micro Devices and Marvell Technology are positioned to benefit from AI compute demand, while equipment suppliers like Applied Materials and Lam Research stand to gain from increased manufacturing complexity. Even software players such as Cadence Design Systems and Synopsys are emerging as “picks and shovels” beneficiaries of the design phase. However, the outlook is not without risks. While AI-related segments are expected to grow sharply, traditional markets such as smartphones and PCs remain weak. Companies like Qualcomm continue to face pressure from sluggish consumer demand, highlighting a growing divide within the industry.
Still rolling with these NVDA puts. I dont give a fig
Fucking market continues to trickle up and NVDA and MSFT not doing a damn thing. Useless.
If you googled a picture of homo, you will see MSFT and NVDA kissing.
Lemme get this straight, NVDA tanks on record earnings but pumps on a last minute ceasefire deal where noone ceases firing? Huh I guess I'm the retard for not understanding
So we are moving back from the oil rig tanker zombie apocalypse trade to the Josh Brown HALO trade. This market loves its extremes. It works for many of my holdings; but IDK if $DE trading at a higher forward x earnings than $NVDA is exactly well priced either. I'm prolly an idiot but I'm trimming Deere & Co here. Love the company; but it's a bit pricey rn.
What goes red first, NVDA or MSFT?
Sold my NVDA calls at 185. Lmao
I've been watching this exact pattern play out and honestly it's got me nervous. Yeah the big tech rally looks nice on paper, but I'm noticing the same concentration we saw right before some gnarly pullbacks. Like, when NVDA, AAPL, and GOOG are basically carrying the whole market? That feels fragile to me. What's wierd is energy getting hammered while tech rips. Usually that tells me people are rotating out of defensive stuff into pure growth bets.
Are you looking at any of the big names? NVDA TSLA MSFT AMZN AVGO META
NVDA is still not hitting the range I need it to be in, so.... blah
lets check the numbers. SpaceX claims $1.5 trillion mkt cap. NVDA has a 4.3T mkt cap and is 7.5% of the sp500 index. SpaceX would be roughly ~2.5% of the sp500. that is obscene
But they are. MSFT NVDA TSLA all sold off from open.
thanks NVDA go up 5 and then what down 10
The most easy play: SPY and NVDA puts at open
Lol NVDA...so much disappointment.
Why PLTR not stay up like NVDA, I miss the smooth brain emoji 🧠
NVDA won’t participating in today’s pump
NVDA single handedly pulling SPY back lol
On a day like this when SMH is up 5.5% and NVDA cant rip higher, it really is a dead stock.
This is what Pelosi does and people say she's an inside trader. No dude, she just buys NVDA leaps and gets filthy rich off them
I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!
Nonsense. After a 10-20% selloff there are deals everywhere I look. MSFT, META, ELF, TOST, GOOG, NVDA, HD, DIS... I mean, just a quick few
The fact I couldn’t buy NVDA under 150 is upsetting
I sold covered calls slightly above my cost basis at 190 for NVDA for 1/15/2027 x 6 contracts @ 18.50 315 for GOOGL for 1/15/2027 x 1 contract @ 23.50 They are going to be even more deep red, they already are. Any ideas how I should manage them? Roll? buy more of the underlying? Just hold for max profit? Hold until January? Wait for a possible double bottom at 630 on SPY?
NVDA is the new AMZN. You tards are just too stubborn to admit it META is the next rocket ride 🚀
Do you guys remember 2 earnings ago where NVDA pumped the market +2% and then 1 hour into open we started drilling nonstop. NVDA went from +5% to -3% and market went from +2% to -2.5%. Same thing is going to happen today. Biblical rug pull incoming.
Congrats to the bols...for making NVDA go back to the same fucking range that it'll be stuck on for the next 3-5 months lol Only GOOGL and AMZN impresses me though
Look man, the AI revolution is real. We're in the early days. NVDA is more than just the hardware. They are the whole fucking stack. AI won't be a bubble until there are DOZENS of AI related IPOs coming to market. Just buy the AI stocks and hold. Go long on AI stocks and you'll be rich. ANYONE can get rich slow. Regards fuck it up trying to get rich in a week and always lose.
Sorry about that. Ya they are annoying. I ll type so much and then it will get blocked by moderator x-( Did you get a lot of 0 DTE puts hoping for nuclear war? Dont lose hope. We never know what big people will do. Last year after some NVDA earnings, NVDA pumped up a lot in after hours but next day they brought it down. So dont sell everything at mkt ope\_n
#NVDA GANG Members checking in
NVDA is great for calls
Realistically…. I don’t see NVDA going over $200 for the next 3 years Competition catching up with “acceptable” but much cheaper alternatives Buyers slowing down spending drastically starting 2027 TLDR NVDA flat long time
Not against selling overweighted sectors to buy weights in sectors you are not invested in. The S&P has 11 sectors which includes consumer staple, information tech, energy, financials, etc. So selling positions that cause an overweight in a sector would help reduce variance. I would advise not selling all of NVDA, but every year you are allowed to sell a certain % of gains on your account, and I would slowly reach that % with your NVDA. I do not know the exact number but should be 5% of total portfolio size, so you can take out about 600$ tax free. For convenience I have a cheat sheet below which gives you a breakdown of each sector and % of each sector in the S&P 500 to give yourself a benchmark. [S&P 500 Companies By Sector](https://us500.com/sp500-companies-by-sector)
Common knowledge and a single Google search for the last 100 years. Retail loses money, and the reasons are commonly known. Its because they cant get out of thier own way and listen to the emotions of the day to day news and swings. Its why it is recommended to just buy the SP500, and get out of the way. The source is, the sky is blue and the grass is green. One look and it proves itself. You can tell somebody to buy Microsoft, meta, and Netflix right now, and dollar cost average every friday for the last 20 weeks; And they'll spew news rhetoric and not buy low; instead choosing to buy NVDA at $212 because all the hype is located there; and then sell last week down 20% at $170. Its literally rinse and repeat, year after year, for 100 years. Retail is stupid.