Reddit Posts
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
Is the AI Capex vs. Semi decorrelation a buying op?
$NVDA is gonna kill the market after earnings
Just bought a NVDA call. 232.50 strike for Friday. Paid 77 cents.
I bought NVDA put options. Now I'm just waiting for the earnings call
AI is a bubble? Sorry, can’t hear you. NVDA earnings today
Mentions
So we expecting for NVDA to drop to 200?
NVDA is a hold not a buy
Wall Street hedge funds literally paid millions to set up web scrapers on his account just to trade NVDA volatility in real-time.
High IQ President as the main guardrail for AGI is the exact kind of high-risk DD I need before buying NVDA 0DTE calls tomorrow morning.
NVDA is a dogshit penny stock. Nobody wants it.
No worries, its semiconductors so you're gonna get NVDA and AVGO, but its got a lot of others on there. We may have some short term variation, but we will never hit a point we use less semiconductors than we do now.
His NVDA calls are taking a hit so he called daddy.
Had! The only one holding cash is NVDA who is pushing money left and right to keep its customers afloat.
Shorting NVDA 212.5c is free money
So is NVDA not going to invest the 10b in anthropic anymore since they won’t use models or what. This whole thing is so confusing
Why isn't NVDA spring boarding off of anthropic deal play I don't get it
Do stocks have more room to fall? just got in on NVDA and i wanna get in on AVGO, VST and ORCL I knew that when Altman said "ai must slow down" the stocks would have fallen unfortunaltely markets where closed
NVDA only guided for 70% growth while supply constrained. Clearly the slowdown is real and AI is dead
Oof. NVDA back to $210s! My sold $205 CC might expire worthless at this rate
NVDA to 190, let's go
False equivalence. There is uncompensated risk and compensated risk. And by augment one is only changing the return variance with options for a period of time, you aren’t adding value with options. The value creation and risk is primarily coming from the equities exposure. Options are lottery tickets with an expected value of zero. Zero isn’t bad it just means the gamble is break even less transaction costs, which are very low. So you can turn returns on something like NVDA less volatile but the tail risk exposure means you are selling upside you may never realize. The premiums aren’t ever ‘free money.’ You might crack open an economics and finance textbook book.
NVDA shares are kinda tempting right now. Same p/e as MSFT but growth is wild.
God damn NVDA figured youd be last to fall not jump first
NVDA back under 200?
Frontier labs are willing to slow down development after NVDA bot hugging face
# $NVDA is bankrupt at this point. # LOST EVERYTHING
NVDA to $175 before it bounces back up
Maybe going all in NVDA Friday wasn’t such a great idea
Where’s that guy that YOLO 17k NVDA options
NVDA back to october '25 levels dead
The true reason is cynical it is AI companies trying to lock out future competitors and pretend it's for safety. Asking for regulation when you're one of the very few players in the game is probably for self-preservation not altruism. That being said, if AI is to be slowed down and we go from a constant progression model to a stick with old and evaluate model its BULLISH for hdds. For memory and compute its bearish, but the longer AI buildout means more storage of videos and logs and backups. You don't have to gave the latest and greatest chips for the older models but you need to back up more and more data no matter if you're jogging or sprinting. A slow AI buildout would be more responsible for humanity and fiscally making be borrowing more sustainable and HDD profitable longer at a slightly slower rate That being said again, the market can be irrational longer than you can be solvent. And it may never seperate WDC from hbm companies or NVDA. Or this slowdown is a farce to make openAi and Anthropic look like they care while the US government continues to not give a shit. And I'll add on one goofy existential hot clue to help those reading which path we take thats totally from crazytown. Have you ever wondered why you were born today and not in like the renaissance or as a caveman or like 1800? Its because you are statistically most likely to be born around the peak population of human history. Somewhere oj the bell curve before or during where the population starts to drop. Is it a coincidence that you were born in the age where AI is implemented? OR are we at humanity's peak population right before our destruction by AI? TLDR: 800 price target mid 2028. Bullish
70% ETF 25% single stocks (NVDA, GOOGL, AVGO, MU), 5% btc
The guys actually making the chips aren't even sure people will keep buying them but yeah let me hold these NVDA calls
I don’t have 3 billion to invest in NVDA. How else can I make money from all this crazy nonsense?
Anyone pickimg up some bargains like NVDA at $214 in the afterhours right now?
betting on the mag 7 only today | Stock | Live price | Friday close | Change | | --------- | ----------: | -----------: | ---------: | | **AAPL** | **$328.91** | $332.27 | **-1.01%** | | **MSFT** | **$493.36** | $495.63 | **-0.46%** | | **NVDA** | **$214.89** | $218.29 | **-1.56%** | | **GOOGL** | **$335.62** | $338.50 | **-0.85%** | | **AMZN** | **$254.30** | $256.78 | **-0.97%** | | **META** | **$640.71** | $648.03 | **-1.13%** | | **TSLA** | **$360.66** | $365.44 | **-1.31%** |
You do realize that VOO is market cap weighted, so it's holding of NVDA has grown over time. In other words, the market consensus on NVDA is already "priced in." At that point, you are better off buying some other individual stock that you think the market has not priced in for some reason.
I see tickers like this and wonder why it's not something better like NVDA,, AAPL, or GOOG
I’m the same with NVDA and SMH, and I actually like that setup because it puts me more overweight on Nvidia, while still giving me exposure to the smaller companies I would not pick on my own
Well I guess Michael Burry was right I better sell my NVDA stock… NOT
Dear Regards: the fed is going to announce a .25 rate hike on Weds. Bank of Japan will announce at least a .25 rate hike Friday morning- this is important because as Japan normalizes their rates (historically near zero) there will be a flow of capital repatriated to Japan which will put upward pressure on US long term treasury yields. This complicates the situation for Oracle who is deep in debt and flirting with junk bond status. As their senior bonds (lower rate) mature, they will have to roll them to higher rate bonds further increasing servicing costs. If they fall off the debt cliff faster than their RDO turns into revenue their valuation will suffer and likely cause a knock on effect to the industry hurting NVDA directly and indirectly thru its heavy venture capital AI investments. Big red turd inbound.
Imagine the cope when NVDA opens at 197
If NVDA hit 70$ I would sell 1/4 of my VOO and put it all in
NVDA would start pushing edge compute. They bought huggingface for a reason.
I did my first bear call/put spread on NVDA last week 4 contracts. 20 dollar spread expiry oct/16/2026.
NVDA will open at 240
Can we go just one day without an AI apologist yelling at clouds saying "I don't care if you think I'm wrong! I'm gonna keep buying MSFT, GOOG, NVDA, SPCX, etc" You are literally that buzz lightyear meme gif where it pans out and there are rows and rows of identical buzzlightyears. It takes a special kind of insecurity to have such boisterous confidence in something you have no control over. Bordering on religious faith.
Mostly VTI. But I have like 15 or so percent in a few individual stocks. JNJ, NVDA and AMZN
You realize if they wanted to stop the jailbreaks and hacking of websites like the hugging face incidents, they would figure out a way yesterday. Like say Sam Altman was indicted tomorrow, the hacking would stop immediately. They’re being reckless because it’s good for business. It’s no surprise that hugging face was purchased by NVDA, a company that has a massive vested interest in OpenAI. They’re all in it together to try to keep the financial hype gain going as long as they can
When it rains it pours. As an NVDA holder, I am starting to get concerned at this point.
NVDA is backing them with financing
Here's the explanation - The macro backdrop is the reason I would not simply maximize premium. This is a Fed week, so higher Treasury yields or a renewed oil spike can pressure large-cap tech quickly, especially higher-duration names like NVDA. That makes NVDA’s richer premium logical—it is compensation for materially more downside volatility, not free money. AAPL has stronger weekly momentum and a wider cushion to the 315 strike, so I’d use it as the portfolio anchor. GOOGL is the opposite case: its premium is poor, but that is exactly why it serves as the lower-volatility allocation. With the entire $169k deployed, I prefer spreading collateral across AAPL + NVDA + GOOGL rather than concentrating everything in NVDA or META right before the Fed. The main Monday checks should be Nasdaq fu
if we get a circuit breaker this week, i am fucked. got leveraged above my Persanal Risk Tolerance in QQQ and NVDA
| Trade | Fri stock price | Weekly change | Contracts | Capital / collateral | Stale premium / contract | Total stale profit | | ----------------------- | --------------: | ------------: | --------: | -------------------: | -----------------------: | -----------------: | | **AAPL 315P 9/16 CSP** | **$332.27** | **+3.84%** | 2 | **$63,000** | $23 | **$46** | | **NVDA 210P 9/16 CSP** | **$218.29** | **-5.24%** | 2 | **$42,000** | $61 | **$122** | | **GOOGL 320P 9/16 CSP** | **$338.50** | **+0.01%** | 2 | **$64,000** | $15 | **$30** | | **TOTAL** | — | — | **6** |
$RRX for actuators (Kollmorgen division). Japanese company called Harmonic Drive does them as well with an OTC ticker $HSYDF. $CGNX does visual input systems as well. Something to consider, though, is that not all bottlenecks are built the same. It’s about margin and a lot of these companies in robotics don’t have it from a manufacturing standpoint because of cyclicality, even with pricing power. The software stack is more likely to be where the margins expand in robotics. And that is still $NVDA to a large degree because of CUDA, but other edge compute names like $QCOM might be able to enter the space if they execute their pivot.
There will be crying in the casino when NVDA opens at 200
when AI conquers humanity NVDA shareholders will be spared right
Now it makes sense why $NVDA was weak all last week lmao. People knew the AI doomer narrative slowdown was coming and were slowly selling it off.
NOPE! The fed is going to announce a .25 rate hike at 2pm on Weds. Bank of Japan will announce at least a .25 rate hike Friday morning- this is important because as Japan normalizes their rates (historically near zero) there will be a flow of capital repatriated to Japan which will put upward pressure on US long term treasury yields. This complicates the situation for Oracle who is deep in debt and flirting with junk bond status. as their senior bonds (lower rate) mature, they will have to roll them to higher rate bonds further increasing servicing costs. If they fall off the debt cliff faster than their RDO turns into revenue their valuation will suffer and likely cause a knock on effect to the industry hurting NVDA directly and indirectly thru its heavy venture capital AI investments. And ORCL boned too obviously.
Who has also said that he's not financially betting on any of it. So he's just a non-stop doomer who won't put money where his mouth is. NVDA could crash 60% and Zitron wont make a dime.
Dear Tegards: the fed is going to announce a .25 rate hike at 2pm on Weds. Bank of Japan will announce at least a .25 rate hike Friday morning- this is important because as Japan normalizes their rates (historically near zero) there will be a flow of capital repatriated to Japan which will put upward pressure on US long term treasury yields. This complicates the situation for Oracle who is deep in debt and flirting with junk bond status. As their senior bonds (lower rate) mature, they will have to roll them to higher rate bonds further increasing servicing costs. If they fall off the debt cliff faster than their RDO turns into revenue their valuation will suffer and likely cause a knock on effect to the industry hurting NVDA directly and indirectly thru its heavy venture capital AI investments. Big red turd inbound.
So you don’t individual shares of $NVDA?
Time to gamble with NVDA Puts on Monday.
NVDA has already started to move in the perps market. https://app.hyperliquid.xyz/trade/xyz:NVDA
NVDA will be the shining light this week. Amen.
This post lacks critical understanding. As it stands right now, only one AI company classifies as being part of US crititcal infrastructure/defense manufacturer, and thats SpaceX. In the event of other lead frontier labs defaulting or running into funding drought (pipe dream) they would be viciously dissected and bought for pennies on the dollar by their partners. Anthropic would be splayed and bought by amazon and several private equity firms, and openai would be absorbed by the entirety of microsofts body and perhaphs NVDA. The US does not need to get involved in the slightest here.
NVDA is now a private bank. They'll never go bust because if they lose then everybody loses.
NVDA perps are responding accordingly. Tomorrow is going to be fun. https://app.hyperliquid.xyz/trade/xyz%3ANVDA
Segment splits are in the 10-K but painful to pull out by hand. There are platforms that can give you visuals of that, most are paid though. This one is free [https://tenq.co/report/NVDA?c=kpi-segments](https://tenq.co/report/NVDA?c=kpi-segments)
Gonna be a lot of crying when NVDA opens at 190
NVDA dropped -7% in a week. Good luck holding the bag! Be prepared once the demand decreases.
NVDA gonna open at 180 tomorrow
so NVDA have more time earn Gazilion
I recycled cans and plastic bottles as a kid and then bought some NVDA in 2017
You fearful bunch are adorable. NVDA has $99b in investments after years of investing. 1 quarter of NVDA revenue is $99b. So at max your circular theory is 25% of their revenue had investments been in 2026 only. Seems to me that even if their investment recipients spent 100% of their money on Nvda GPUS, there are still 3 more buyers for everything else. 1 vs 3. Yeah. Shut down NVDA. Crap business
I use AI to create Mitch porn. It's pretty intuitive. His body is flabby, yet riddled with weird red marks. NVDA 300 EOY.
Nothing or little to do with the economy. I think there's not enough compute to go around. Anyway puts on NVDA on Monday for sure, I'd be willing to get kicked in the nuts if its not blood red for semis and ai infra
I mean NVDA's fundamentals are just completely insane but it could drop further. I don't even understand why it's at the same level as before earnings, but what can you do...
all money eventually flows back to NVDA
NVDA boolish or berries on moonday? (thinking emoji)retardation activado!🤔
Sir this is a 2011 SugarCRM thread and you are about to lose your house. "Why pay Salesforce $150/seat when I can spin up Postgres for free" was said by every CTO with a Blackberry. Postgres is free. Salesforce is $300B. Sugar is a Wikipedia stub. I have personally been paid for 12 years to clean up the smoking craters of companies who tried this. I am the ATM. You are the gambler. The weights aren't the product regard. The weights are Postgres. The product is the 40 person team you now need to keep your GPUs from sitting at 30% utilization while your "open model is only 6 months behind" is 6 months behind on the one thing your sales team needs today. You didn't buy a server, you adopted a science project with a burn rate. And the trade itself: long NVDA, short AI. Bro. Who buys the shovels if the gold is worthless. Your long leg is your short leg wearing a hat. Also you can't short Anthropic, it's private, so your "short AI" is shorting MSFT and GOOG who are also the ones buying all the GPUs. You've constructed a position where both legs get liquidated at the same time. Impressive. Truly. Same thing happened in CRM. Bottom got crushed to $0 (HubSpot free tier, Zoho, 6000 Indian dev shops). Top got fatter. Basic inference goes to zero, frontier keeps pricing power, and the hardware guys running under Salesforce captured exactly none of it. Positions or ban. Mine is 12 years of Salesforce admin invoices and it prints every single time someone in this thread gets promoted to VP of Engineering.
Dimmmm! I thought i lost money this week. 16k on just NVDA, sheesh. I'm just 1k down on TSLA.
Don't worry! NVDA is working on another round of financing for them. This is like when you plug the end of a power strip into itself and claim you have infinite electricity
Just start off selling SPX 0dtes for some experience on selling options. Like others have mentioned I don’t suggest you walk down the path you proposed with SNDK. IMO it would be beneficial to understand how to sell options on a ticker that you have confidence in its expected moves. I’ve been selling calls on NVDA and have only been assigned once. Currently selling a batch of NVDA 10/15 250s when NVDA ticked the $23x range recently. $5.4 a con and currently at 82% of premium kept and will likely ride into exp as NVDA isn’t in a range that I’m interested in selling at the moment. All that to say you really need to understand **when** to sell because you’re short gamma and when delta starts tipping out of your favor, managing the short position can quickly become uncomfortable
Ai slowdown? Rip NVDA stock. Scratch that, RIP all stocks
Nice work. That’s more than what I’m up holding AAPL since the tariff selloff so over a year. Were you buying at the money short dated calls? I’m still getting the hang of options. I got an at the money call on NVDA the day before earnings and the effect of gamma is crazy. I only had one contract but I was up over 50% in less than 24 hours. Happy birthday 🥳🎂🎁
Lending like the Bank of NVDA