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
Buying up URA and NVDA on each dip. Seems like a good plan.
bought the “dips” https://preview.redd.it/kjbuva8lhmqg1.jpeg?width=1320&format=pjpg&auto=webp&s=89bc79c77dfa34b9620a75c4138366e941ed6a2d Bought TSLA at 366 NVDA at 172 ALAB at 117 RKLB at 68.35 VST at 145
Nevar forget, 1 year ago today multiple people lost their actual houses on NVDA stock options because they believed deepseek was real
I like HD and NVDA right now. Expecting them to rise sooner than others.
I have a "low-volatility" ETF that was down like 1.85% the other day, while my Mastercard shares were up on the day. META and NVDA have forward P/E ratios in the low 20s while Costo and Walmart are in the 40s. Safety is in the eye of the beholder right now.
Sold IBM, MSFT, PLTR, CSCO; put aside what I invested, then put aside 20% to pay the capital gains, and then with my original outlay plus net gain I purchased NVDA. They will be the bellwether stock to rise out of the doldrums and shrug off the Iranian debacle. One of the few stocks that is still getting consistent strong buy signals from over 40 analysts currently following the stock. Many other tech high flyers, while not getting sell/strong sell signals, are getting hold, strong hold, moderate buy, buy recommendations from analysts.
NVDA please go back to $190 EoW 😭
The revenue growth is real, and you're right that most analysts drastically underestimated AI scaling. But from a value investing perspective, revenue growth without a path to sustainable profitability and a defensible moat is only half the picture. The better question for public market investors isn't "is Anthropic growing?" (obviously yes) but "which publicly-traded companies capture durable value from this growth?" AMZN is arguably the most direct play: AWS hosts Anthropic, inference usage scales AWS revenue, and Amazon holds warrants in Anthropic. If Anthropic hits $25B+ ARR, the AWS margin benefit is material. This is partially priced in but not fully. NVDA is the picks-and-shovels play: every dollar of AI inference requires GPU compute. Nvidia captures upstream margin regardless of which AI company wins the model race. The risk is custom silicon (Trainium, TPUs) displacing H100s over time. The honest value investor caution: "AI is growing exponentially, therefore buy AI stocks" is the same reasoning used to buy dot-com companies in 1999. The underlying growth was real. The stock prices were still wrong for many of them. The discipline is still: know what you're paying relative to intrinsic value. Run discounted cash flows, check margin of safety, and don't confuse a great industry with a great investment at any price. AMZN at ~35x forward earnings is still defensible given the tailwinds. But broad "AI stock" buying without individual company analysis is speculation, not investing.
Yes this. I’ve crushed the S&P for 15+ years now because I bought NVDA in 2009. If you remove NVDA…I have not done even close to as well as the S&P. I don’t think I will be that lucky again.. so I’ve stopped trying.
I agree. Anthropic went from $1B to $9B in 2025. Then in 2 months they hit $19B. The AI market is exploding and they’re supply constrained. NVDA, MU, AVGO and other AI stocks are going to catch up to what’s happening sooner or later.
Yes. Also you won the lottery, a rich uncle died leaving you a million shares in NVDA, and an Amazon truck will be around shortly with a literal truckload of candy.
I'm holding 10 NVDA at $180. Am I fked?
I've made so much money on NVDA it should be illegal. IRS please leave me alone.
Buying back in becomes a whole new trade from the prior assignment. Once you buy back in, what's stopping the exact same thing from happening all over again? Also, on the flip side, CCs cap your gains. Let's say you buy NVDA at $200. You sell a CC for $2 with a strike of $205. NVDA rises to $210. You get assigned and sell at $205. You buy back in at $210. You've now spent $3 extra per share trying to collect $2 because you capped your gains before and are now playing catchup by buying in again. If you truly believe in NVDA (or any company) that much, then you should reconsider the CC strategy.
TSEM's the only foundry that can make what [$NVDA](https://aimytrade.io/ticker/nvda?utm_source=reddit&utm_medium=comment&utm_campaign=Wallstreetbetsnew&utm_term=NVDA&utm_content=variant_1774141132898_ktgjsj) customers actually need, and the float compression play is real.
Have you thought for a second SMCI buys 9% of everything NVDA sells. If they re direct sales to Dell and HPE only this will cause a massive decline in NVDA price this will delay future technological advances in society as no one will be prepared to take on the additional workload SMCI holds this will cause a massive decline and anti competitive environment for companies to compete in buildouts as Dell HPE and SMCI back logs are so massive it’ll push projects back 3 years and the chips ordered will already be late generations. Can’t see this happening in the very slightest but GL
OpenClaw - NemoClaw Nvidia (NVDA) How to invest in OpenClaw?
I have no interest in SMCI but the legalities NVDA could avoid by severing ties with SMCI would be very beneficial. Many already think NVDA could have been aware of this fraud which they cannot have ruin the company
SMCI is going to be banned from buying NVDA chips plain and simple they will lose another 75% MC
NVDA. Bought shares at $46 in 2016. My $10,000 would’ve been 1.5m today. Sold it off for $119 a share in 2017 or 2018. Just never got back on the boat
400 shares of NVDA I bought around 2003 and sold for a 50% gain. If held I’d be retired a multimillionaire
Why? NVDA is in the business of making money and SMCI accounts for about 10% of NVDAs total revenue, they’re not dropping them anytime soon
If they don’t, NVDA may stop selling to them. Then the stock goes to zero.
When I was 19 years old in 2018 I put everything I had at the time ($12k) into NVDA, then proceeded to sell it in 2019 after learning about diversification in college.
NVDA - bought it years ago and sold at 100%. Then bought into other poorer performing stocks. Then in 2022 I saw it as a value investment and bought into albeit conservatively as in not enough shares which I regret not being more aggressive. Hind sight is alway clearer!
I shared the reuters news article and did a paper math estimate of projected revenue which is $60 billion. I didn't say it is a catalyst in my post. It is just one of the first announced deals making up the $1 trillion 2026-27 revenue projection. And it is the first time the Groq inference chips are being sold by NVDA.
I went to buy $1000 of NVDA in 1999. It was such an ordeal back then, and I was so busy I said “Fuck it” and never followed through. I also set a Bitcoin miner running ~2011 at my job. I don’t know where the computer is, I don’t know where my wallet is, I don’t even know if I even mined anything. I just get to think about it the rest of my life.
OpenClaw - NemoClaw Nvidia (NVDA)
Nvidia (NVDA) Microsoft (MSFT) NemoClaw deal. You have to be Zukking joking?
Went all in on AAPL in 2007 when the first iPhone released around $5 a share. Then bought tech stocks like GOOG, NVDA over the past 5 years.
Yeah exactly this. I’m well ahead, but I bought NVDA forever ago, TSLA as well, and got in TSM at 7 bucks lol. Holding those and trimming over time has been very profitable, but the rest of my portfolio is just okay. Idk if I’ll ever be able to do that again. I’m also not chasing it. I’m just trying to do smart consistent things at this point.
Theres a difference between beating it over a 10 year period and beating it every year for ten straight years. The first is relatively common if someone was overweight in a single stock like NVDA or TSLA or such. Many funds advertise that they have a higher return than the S&P over a 10-15-20 year period which is true bc they got in and were overweight early when the MAG7 stocks were carrying everything including the S&P. Beating it each year is far more difficult because that requires finding the right stocks at the right time.
There’s always going to be a lot of people who beat the S&P 500, because there are a lot of people out there. Almost everyone who was consistently overweight NVDA in the past decade probably outperformed the S&P 500. But the number of people with effective strategies that are sustainable on a forward-looking basis is much smaller, and it is very difficult, perhaps impossible, to pick those people out.
Don’t worry about China. They been threatening for the last 30 years and other than some military pony show and propaganda tactics, it’s a lot of nothing burger. If TSMC stop production for a week, the entire world will grind to a halt. NVDA share prices will probably get cut in half and what does that do to the entire market that is riding high on AI? Every company that rely on TSMC chips will take a hair cut. We are talking about trillions of dollars wiped off just on fear. We really think no one will intervene? I know someone one in the White House that cares immensely on stock market. That said, I would not put all my money in 0051 but diversify w S&P500 index fund. Good luck and just want to say Taiwan is one of the best places to live w kindest people around
Selling NVDA in 2014 is up there as one of my biggest regrets. Also selling my SOXL Leaps way too early last year. I left a million+ on the table both times.
It behaves like any asset that has already undergone de-risking and shed some excess valuation, like AAPL or PLTR. Others, like TSLA or NVDA are not there yet and so continue to drop.
Held NVDA about 3 different times when it was at $12 etc and sold it all ...3 different times before it got big 😃
SMCI hit their floor target of just above $20 and that happens to be exactly half of the 1 year target of $40 . A lot of buying was being done from $22 down to just over $20 and continued going back up end of the day and after close. A news press comment by Orange 🍊 or tweet to do damage control reversal will be done and will probably blame game a couple bad individuals/people and not the company. He may even state something like it's a great wonderful company with mostly good people and he likes them. SMCI = APE/MEME/ISM rocket Remember Nancy P. and NVDA Different players? But still the same game and playbook
You know who knows a thing or two about surprises? NVDA bols. - 🥭
SMCI Year valuation is $40.00 they dropped the stock price from $30 + down to $20 making it half of the value then bought up at half value. All it takes now is a comment to press or tweet saying a couple bad apples/people in the company not the company as a whole blame game . And just like that it runs and I mean runs back up and they double their=money. Remember Nancy P. and NVDA??? SMCI =APE/MEME/ISM
NVDA at $172 is mighty tempting
Guarantee orange 🍊 man tweets or comments on SMCI that it was just a couple of bad people in the company and not the company it's self. SMCI to be new APE/MEME/ISM Just remember Nancy P. and NVDA
An NVDA black swan with this SMCI shit + TSMC halt from energy & helium would be fucking A. Its been so long since covid i wanna see a circuit breaker.
How many ketchup packets you want? Shits gonna APE/MEME/ISM Remember Nancy P. And NVDA? Yep there's a new kid on the block.
“After 2T in buybacks NVDA is finally back to 212.”
More like who in our gov gonna benefit buying SMCI up ... Look at Nancy P. and NVDA. this shit ain't made up and logical straight path is a delusional logic to go by.
Or just get bought by NVDA
If anything NVDA will acquire them.
I wouldn’t. NVDA likely gonna cut ties, or SMCI get delisted or bankrupt…or all three
These are just the starts; - Verizon: A $100 million deal ($65 million in prepayments) - Over 45 mobile operators worldwide have partnered with ASTS, representing nearly 3 billion potential subscribers. - Vodafone: A partner for European and African markets - U.S. Space Development Agency ($43M+) I live 10 min outside the 2nd largest city in New England yet there are dead zones everywhere. I ride motorcycles off road all over New England and can ride for hours without a signal. To be safe, we need systems like Spot to get emergency support at $25-$35 / month for a fraction of the serve ASTS will provide. If AsTS’s service is as reliable as they claim, I will switch in a heartbeat! While the world population “lives” within 90+% coverage, 87% of the globe is NOT covered and that as I experience is around corners, hills, valleys all over the world. Do I think ASTS is over valued? Hell yes, but look at NVDA.
Yeah but oil's way more tied to actual supply/demand cycles than NVDA's AI hype train. This kind of insider selling often signals they think the current price is as good as it gets for a while.
So at least 1% of NVDA revenue was illegal sales via SCMI.
Man I guess buffet saved me I wanna do a wheel here it got juicy premium and good price point But I barely know the company How it works etc Unlike NVDA or SNDK something that I used everyday and I kept up with I don’t exactly follow this one so I skiped it Could have been a generational bag holder
Man I guess buffet saved me I wanna do a wheel here it got juicy premium and good price point But I barely know the company How it works etc Unlike NVDA or SNDK something that I used everyday and I kept up with I don’t exactly follow this one so I skiped it Could have been a generational bag holder
Yes, SMCI did pop the NVDA AI bubble (is what I would think if I was retarded)
Did SMCI pop the AI bubble? NVDA order book based on illegal sales?
NVDA closes that day at 181
In this environment I cross-reference Reddit buzz with FinTwit before touching anything — Adanos tracks both and right now NVDA and TSLA are showing outsized mention spikes that don't match their price action. Worth watching before committing size.
Your AI children will ask you if you remembered where you were when NVDA was below 172 like we're asked about 9/11.
NVDA insiders have been unloading for 2 years...didn't stop the stock going up like another 200%. They all essentially wait for giant pumps in cyclicals and then opposite DCA out. The fact this just started is more bearish than bullisb
Shares. I only do shares, but I don't mess around either. Let's see, in no order: ELF, MU, ALAB, SHOP, AAL, AMZN, DG, CLF, NVDA, AAPL
Hopefully, I’m wanting to get back into NVDA puts. it might’ve pulled back a little too quickly today so I sold for a good profit. The weekly chart looks ready to break down though no doubt. Gap up after the weekend to crush IV would be perfect
Great job retard now send over the e $2000 dollar fee you owe to NVDA GANG.
Sold 5 NVDA puts for 162.5 next week, shall see how low it can go.
NVDA has been very range bound for the past 8 or so months. Really great to sell ATM options on it right around the 180 strike.
If NVDA does to 125, that's a recession incoming.
Will start chewing off a little bit at NVDA <165. Hope it corrects to 125. Will hold on for 2+ years
Nice. I’m going to get NVDA puts on that fake pump. Paid out nicely today
Now seems like a good time for NVDA 180c
Great breakdown. A few things worth adding for context: The put/call ratio of 0.79 with call OI still dominant structurally is actually a classic accumulation-under-fear signature — institutions hedging spot positions rather than expressing directional bearish bets. The NVDA dark pool print at 178.56 with 1.9B in off-exchange flow while put premium is only 134M suggests the hedges are relatively cheap insurance on a much larger long book. META's skew is the most interesting here — 448M in put premium vs only 253M in dark pool is the inverse of the others, meaning the hedging cost is outweighing the visible accumulation. Worth watching whether that resolves into a flush or a squeeze into close. I track this kind of flow data daily using StrongBuyAnalytics — they have a real-time Options Flow Scanner and Dark Pool tracker that makes spotting these setups faster. Free to use: [Options Flow Scanner - StrongBuyAnalytics](https://strongbuyanalytics.com/options-flow)
NVDA literally sued. How come they didn’t know? You’re a bigger clown than I’ll ever be.
I really want to believe this. It's like nothing can help NVDA stay above 190.
I see NVDA around $170, I buy calls ! Am I a retard bull ?
Bought 950 NVDA calls for Monday... Hoping we go to 185, thinking if dude pulls out of Iran this weekend, Monday will be a 4-5% QQQ day. Wish I didn't lose my ass the last few days expecting a bounce...
The one thing I'd be worried about there is NVDA (and TSLA but if you're buying that...). They are strictly bound to future purchase orders from TSMC regardless of price. Multiple hyperscalers are coming out with their own chip designs for training. Many of the new or proposed hyperscale sites rely on LNG (especially the ones that are using and building their own powerplants).
Not with an arrest for smuggling NVDA chips. If that accusation is proven, NVDA won't have a choice but to bail out of SMCI.
Option expiration for a massive number of contracts today. Funny I calculated max pain for NVDA a couple days ago at 172…thought no way it would fall that much but we closed exactly there. Market makers killing premiums like it’s their job.
puts on NVDA might be the play next week. No way the recent news with their chums willy, and wally doesnt affect them a little
I ain't looking. I'm still DCAing all my solid stocks (all the way down) but I'm definitely NOT interested in anything new to consider. My solids? AAPL, BRK.B, COST, GOOGL, IAU, NVDA, RKLB, TSLA & TSM. These, too, shall rise again!
The price of oil is based on supply and demand, not what the market thinks. If suddenly the oil in Venezuela became abundant enough to supply the world through the Iran war then price will crater. Oil didn't suddenly skyrocket to $100/barrel for shits and giggles. Iran closed part of the strait of hormuz and restricted the supply of oil to Europe and Asia and demand did not go down. Oil isn't like NVDA where people or institutions buy in masses and can manipulate the share price.
Down about 4 percent. The replies demonstrate why volunteer surveys are near worthless. If we did an audit of those that regularly read this sub I’m guessing about half are down 10 percent or more. Another slice is probably already broken. The winning account percentage on a real audit is likely in the 15 percent range. If someone took this thread as reality it is mostly winners. Losers tell few tales. Just remember the many threads early in the year. The novices loading up on NVDA calls or thinking going near full margin on selling puts was a “conservative strategy.”
I'm positioned for demand due to NVDA starting to trade on the Teheran Stock Exchange on Monday
COHR MU AAOI Are setting up for some Crazy Runs. COHR is My Top Pick New High Next Week. MU is Next but I don’t Know if its Capex will continued to be held against the Stock Price in the Short Term. Could Run Next Week or Wade around for a Month or longer, like MSFT and APLD. Or just market sentiment like NVDA. COHR is Part one of The Optics companies NVDA is investing in. AAOI is the other one. COHR was running up before the announcement and has been winding up for a run up. Can Jump 25-50 Points in a day
NVDA is a buy at $95. Change my mind
I am jacked to the tits on IWM futures and a bunch of NVDA shares. Imagine not holding long positions when the greatest pump master of all time is occupying the White House.
I do have EOY leaps I bought a while back in NVDA at 80 deltas and was selling short dated cover calls against it 1 month out. Been pretty okay but small profits. Although the LEAPS itself are now underwater.
NVDA just jumped over $1 in 1 candle, they will pump this so hard and gap up come Monday
Let's be honest here, NVDA would've tanked as mining for crypto died. The next "big thing" was AI to keep the entire economy afloat and to create a great reset from a job market that working people could finally have some leverage and mobility, to a stagnant job economy.
Bought 100 175ps on NVDA yesterday. Sold them at a loss this morning. Gonna kms
I sold BRK a while back, just because no dividend and not a ton of growth potential doesn't fit my needs, but I can see how it would be a "safe" play. Google makes me nervous. My biggest holdings are NVDA and LLY.
Waiting for NVDA $160 then loading up
We just saw NVDA bottom
If NVDA breaks 170 I march on Washington