Reddit Posts
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.
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
Mentions
These comments are brutal. As someone in the tech (nuclear power) industry I actually am pretty bullish on AI and hold about 20% of my portfolio in NVDA and INTEL (long holds). You all need to think broader. The real revenue is with corporations as OP points out - not Steve talking to AI on his phone about how to prevent crabgrass or if ashwaganda will help his libido
Bruh you lost 11k in a 5k account that's some advanced math but respect the full send on NVDA, hope it moons for ya
hey it's a very valid reason - hands on experience - buy what you know. Let's be real, those of us who bought NVDA way back when weren't going "we're going to win the AI race!". It's "I need to buy the latest Nvidia GPU to play my AAA games"
$NVDA when AI story collapse, what happens to $NVDA There is no infinite liquidity to borrow and debt load for $NVDA GPU, society has other responsibilities beyond AI ponzi spending
Although I preach diversification, I've never really done it myself. Realistically I've always been 95% stock, 5% ETF Starting from 2017-2018, I mainly had 5-10 that I bought: AMD at $11/share NVDA at $22/share (post split) MU at $45/ share, sold for like $55/share after holding a year (still kicking my own ass on this one) V at around $100/share MA at around $250/share NFLX - don't remember, but I actually sold this to buy the NVDA, which is probably one of the better decisions in life PYPL & DIS - LOL these were fails. I bought them before they rallied, watch them reach the top, then drop all the way down, still had gains, but not as much as if I sold the top. Given how much NVDA has risen though, I am selling them from time to time to diversify into an global ETF. I'd say I'm at around 85/15 now. Trying to diversify more now. I've made my money, now I'm trying to keep it. maybe down to like 70/30 or 60/40 stocks/ETF?
I feel your pain on NVDA I sold at 50 dollars 🥹
My biggest investing regrets in the past five years \- Sold NVDA at $40. left about 280K on table \- Sold my pokemon cards for 50K, would have been 350K today. Left 300K on table. \- Sold half my Goog at 150. Left about 200K on table
Can we just all pump NVDA like Tesla did back in 2021
Sounds like for "good time" = low-ish price AND low volatility (IVRANK) MarketChameleon can help with that https://marketchameleon.com/Overview/NVDA/IV/ > NVDA implied volatility (IV) is 38.2, which is in the 40% percentile rank. This means that 40% of the time the IV was lower in the last year than the current level. The current IV (38.2) is -6.0% below its 20 day moving average (40.6) indicating implied volatility is trending lower. https://marketchameleon.com/Overview/TSLA/IV/ > TSLA implied volatility (IV) is 37.1, which is in the 0% percentile rank. This means that 0% of the time the IV was lower in the last year than the current level. The current IV (37.1) is -16.7% below its 20 day moving average (44.6) indicating implied volatility is trending lower. Seasonality may also come into play - in recent years, buying EV leaps (TLSA, RIVN) in Sept/Oct pullback, holding through the Nov/Dec/Jan rally, and then selling late Jan/Feb worked out well
# You retards shorted CRWV the love child of NVDA and Neo clouds LMAO🤌 fucking big retard LMAO🤌
Leverage unwind is more painful than anything. Size of AI debt , Too Big to Fail ? At GFC-2008, $AIG Lehman, $BAC $C $MS $GS struggled to survive in 2008. “Situational Awareness “ blow up $45 Billion for leverage. All datacenter on debt load is worse than CDO of CDO Look market cap of semi and many cash burning Zombies or even all semi. $SPY $QQQ $SMH $MU $NVDA https://preview.redd.it/ikjp07kvkuih1.png?width=752&format=png&auto=webp&s=fb5597e1e9465f40af3f2a0fcea2edd0587705e7
CRWV is low key an NVDA subsidiary
In what situation $CRWV go bankrupt for debt load. $NVDA GPU cost almost cost of a car \~$30K in 2009, $GM went bankrupt. Buying a car, and bringing this used car for collateral for home renovations, all know how both collapse as depreciation goes Now GPU as collateral, debt load high, GPU depreciation is faster, on top new GPU make old GPU obsolete. https://preview.redd.it/3kpv7l6oiuih1.png?width=759&format=png&auto=webp&s=1da1b6e1dc78451eada6b3e9fc256f3eef0a8be7
Why we need so much AI information? What is use of too much unnecessary information from AI? If AI just brings all available information from internet & summarize nicely, is it useful to spend big for AI & neglected all human needs, schools, hospitals etc? $SMH $MU $NVDA $QQQ $NVDA etc too high market cap pump , even many Zombies those burning cash.
You: Don't forget this common sense thing! Asshats in this thread: 'Don't listen to this muppet!' 'I spent a month in Japan with my fiance on less than half that!' '$1800 is already more than enough!' 'I went and spent a grand total of $2300!' <--- things morons have actually claimed here Hard to believe this is the same sub where people trip over themselves to suggest an [18 year old with $50 in their account](https://old.reddit.com/r/RobinHood/comments/1vh6i9g/tips_in_investing_for_an_18_yo/) needs to act with wisdom, sell the seventy-five thousandths of a share of $NVDA they have, shun all individual shares, and instead focus on their IRA and plan for retirement.
why is NVDA taking so long to hit 100 TRILLION. Market is rigged
I wonder when the NVDA scamming ends. Or are we actually just gonna go up forever?
!banbet NVDA -80% 900D
!banbet NVDA 205 7d
Not that deep. I had money for the first time in my life. I had friends who I thought were dopes who were in the market. Who knew being smart doesn’t really help much? But in 4 years I’ve gone from never hearing of NVDA (I was already in Apple, Amazon & Google) to now fully captivated with the future of AI stocks. It’s fun drama.
Kinder Morgan is the next NVDA
I just bought MSFT and NVDA at a random moment in time and recouped all of my bullshit penny stock losses in 6 months
Semis/NVDA/memory is the play and will continue to be the play
so what you are saying is, i probably shouldnt retire at 46 with 112k in NVDA?
Pfft why bother with MU when you could invest in NVDA 10 years ago.
Kinda a scam that CRWV goes up when NVDA goes up but not vice versa.
CAPE ratio is based on older style economy that was nearly all based on 5-10% margin businesses like car manufacturing, steel and metals, consumer goods, etc. that are the "E" part of CAPE. Todays economy is WAY , way more centered on much higher margin businesses like technology, communications, and information. NVDA's margin is a whopping 75% and MSFT, AAPL, GOOGL and many others are north of 50%. New economy earnings (the "E" again) vs old economy of much lower (WAY lower) margins.
I would love NVDA @ 230 but doubtful
No one gives a shit about better if the cost benefit ways towards a competitor. That’s why Google, MSFT and Meta are building their own vertical, the cost l-benefit favors building in house and becoming less reliant on NVDA.
No one gives a shit about better if the cost benefit ways towards a competitor. That’s why Google, MSFT and Meta are building their own vertical, the cost l-benefit favors building in house and becoming less reliant on NVDA.
Somehow I think NVDA is still the cleanest AI name to buy right now. Anything that bounces NBIS or other neos up will just hype them up on the way into earnings
2% day incoming as NVDA do 230 & AAPL 315
There’s eventually a point where cheaper > better. If the end user can’t tell the difference no one is going to care. NVDA knows this, it’s why they are financing their customers under the condition they buy their product.
Why do I get horny shorting NVDA
13F filings > NVDA earnings
I have consolidated my portfolio to just three holdings with massive positions in MSFT, NVDA, and 30 shares of MU that I bought when it was something like 310 USD/share on a whim that it was cheap going into a heavy memory shortage.
CRWV stock is just the publicly traded management shell. All of their data center assets are pledged to floating rate debt holders NVDA and Softbank. The management shell is worthless in bankruptcy. With negative $ 2.4billion in interest-related cash flow per year, and the remaining $ 5 billion in b/s cash earmarked to complete the build, it'll be about 6 more months before NVDA and Softbank step in to claim their prize, especially if the Fed raises rates. Happy New Year everyone.
With a 10% stake from NVDA, can NBIS ever really experience a massive dip anymore?
ya. and they're asking daddy NVDA to Venmo the rent
NVDA call volume for tomorrow 💰💰💰
yeah, I never bet against a company or a person with a NVDA sugar Daddy or a trust fund. Hard lesson learned. 😑😑
Calls especially leading up to NVDA earnings
SMCI the new NVDA bitchessss
Need CRWV to beat so NVDA pumps 🫡
Literally all of my biggest bets are stale… NVDA PLTR NOW AMPX INTC RKLB
Lol stopped myself from chasing those 1dte NVDA calls. Thanks regarded bols and/or MMs
NVDA to 220 by close then a 5% day tomorrow gets us to 230. Me rationalizing buying 230 lottos for tomorrow
Blackrock, Cobra org, Shredder Capital Partners, Megatron Industries, and Skeletor Inc, and Citadel are in talks to finance a second round of funding for NVDA
lol fair 😂 That’s actually pretty close to what I was getting at. Like you throw in SPY + QQQ + VUG and instead of seeing 3 ETF names, it shows you the combined underlying companies + your actual exposure to each one I’d probably want more than just the company list though. Like combined weight in NVDA/MSFT/AAPL, sector concentration, overlap %, maybe how those exposures behaved in drawdowns Would that be the kind of thing you mean, or are you mainly looking for a simple “here’s everything you effectively own” breakdown?
NVDA will never see 230 again XD
3:57 NVDA tanks and so does SPY
If NVDA is good with buying them at $70, I can live with $50.
QQQ and NVDA are locked in a dance: 718/218.. Then 716/216.. Now 716.85/216.85. Wth
#Every time I place an order for a contract, its price immediately jumps $50-100. I even tried super liquid contracts like SPY, NVDA and AAPL. This is the hidden commission MMs charge you in "cOmMisSioN fReE" trading. LMAO🤌
Whole market is worried about a bubble and NVDA says "oh hey, let's create a true circle jerk for all our money". Hey, atleast the big banks from the housing crisis are involved and support it. 🤘🤷♂️
I made $42 on NVDA calls on that small bounce, see y’all tomorrow im not doing this
$NBIS 175 after $CRWV earnings pain Both get bailout $2 Billion from $NVDA, otherwise could have gone out of business
The Enron story is embedded in most if not all upper-level accounting courses in college to install ethics. I don't see how NVDA is committing accounting fraud unless you're coming from the burry standpoint of inflating their assets value and not assuming the correct depreciation. They arent recognizing revenue that hasnt been earned yet or anything like that.
NVDA at that same spot where it likes to bounce over the last week. either back to 220 it goes or it's back to sub 215 again
NVDA flirting with 216s. Jensen better strap on that leather jacket and get out in traffic and shut this selloff down
I’ve done very well selling CCs on NVDA at par the Friday before earnings (always Wed) expiring the following Friday. Capture the volatility on the way up and watch the price drop on earnings.
NVDA down? Or Up from here?
Yes, do you? And so did Enron. It was a massive accounting fraud, albeit in a different mould than NVDA
can't believe NVDA went red
Cramer spoke of NVDA with hope, if you are wondering why it is tanking.
Lunch checkin. Ok wait, why the hell is NVDA and AMZN tanking? I have NVDA at something like 223 and AMZN around 278. And gas is up at the pumps today, too. Good grief
SNDK green while NVDA and MU red lol
Well… my AMZN NVDA and GOOG calls have done well today….. better start looking for a dumpster to work behind!
NVDA 220 calls looking cheap here
Is anyone actually excited to own stock anymore? The vibes are so terrible. I look at these charts every day now and I'm not like "omg NVDA is on sale hell yeah" it's more like "ok what bag of shit has the best looking chart for a swing trade today"
My NVDA calls went from up $300 to down $70. So fucking sick
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $230.00 (above) | $218.84 | +5.1% | Aug 14, 4:31 PM |
No position in NVDA or the memory makers. I would separate the redesign from a demand story. Cutting HBM per chip because wafers and packages are constrained is a supply-side adaptation; it tells you the bottleneck moved, not that memory demand softened. The cleanest check is the memory makers: if they keep extending 2027-2028 HBM guidance and signing longer take-or-pay commitments, this is capacity limiting output. If guidance starts flattening while NVIDIA ships less memory per rack, then it becomes a demand read. The optics bid makes sense either way, but it's a shift in where the constraint gets priced, not a verdict on AI demand.
No position in NVDA or the memory makers. I would separate the redesign from a demand story. Cutting HBM per chip because wafers and packages are constrained is a supply-side adaptation; it tells you the bottleneck moved, not that memory demand softened. The cleanest check is the memory makers: if they keep extending 2027-2028 HBM guidance and signing longer take-or-pay commitments, this is capacity limiting output. If guidance starts flattening while NVIDIA ships less memory per rack, then it becomes a demand read. The optics bid makes sense either way, but it's a shift in where the constraint gets priced, not a verdict on AI demand.
Bullish enveloping 360 no scope triple kill on NVDA rn 🫨🫨
The way I understand it is if NVDA stays over 218.50ish then i will keep bouncing between 219-222, and then only if it breaks 225 then I will move upwards.
Do you think NVDA is headed for 237 or 206?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $230.00 (above) | $218.95 | +5.0% | Aug 18, 3:22 PM |
The folks who pretty much control the financial world, have just put their money where their mouth is, and are financing NVDA 500B push......it's not a bubble bro.
HTZ may be the next NVDA once they get into AI
Where do we think NVDA will be by next Monday?
$NVDA At 5.3 Trillion market cap How much margin flush, if miss earnings ? Desperately push new story for AI, when all skepticism for AI spending Zero ROI , overbuilding rental
NVDA is basically getting the banks to fund 3/4 of their circular financing scheme lol.
Alright NVDA just one good nose dive….please?
Once again NVDA up premarket just to get sold off during market hours. Such blatant manipulation from MM’s
NVDA propping up SPY well I never
NVDA pre market pump being shredded
If they started. Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle. Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone. Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.
If they started. Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle. Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone. Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.
If they started. Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle. Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone. Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.