Reddit Posts
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
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
Mentions
Mods, the Imperial Citadel Would like a Word. Someone call Mercury. Or better yet, have DIS and AAPL make a movie. Then the Mutual of Omaha Buffoonery can merchandise it with all forms of hoomans from the Subcontinent. Better yet, call the company that wins oversees but loses bigly in the USA market because of unions. Better, better yet; try to Short the Master Commander-in-Xhief Of Global Markets. His Grace, Lord Soaring Eagle Raffle Lotto. Gold is expensive again huh? His Grace, The Marquis Vessenet. Unleash the flood. People need to buy turkeys soon and NC can only print so many With $WOLF and Lucid Rubbing ThE #RIVIAN MASTER TRICKS. Don't query and don't worry and don't sell. LORD MUSKY REBBIT HIMSELF SAID NVDA IS THE PATH TO THE FUTURE FOR THE RICH. CALLS ON EVERYTHING. YIELDS WILL EITHER SNAP OR IREEENIE WILL CREASE TO THE MAR-A-LAGO HELL WITH THE NEW KING. LADY BUYING GEEZ
NVDA does nothing when I open a position I then sell, look away and that fucker quietly creeps up to the next key level
NVDA will be back to ATH by Friday
NVDA currently in one way bet mode, imo.
If NVDA were to leg up to a new ATH over this month, what price you expect it to settle at?
$NVDA 5 Trillion, After few hedge funds concentrated position push like “Situational Awareness “ Too big to Fail Is this need bailout ? When big tech stop spending g for negative cash flow, no ROI ?
They get compared to NVDA and they need some blowout earnings and significant beats for justify this PE of 100+ to NVDA’s below 25 . Been holding both for a while .
**BanBet Created** ▲ | **Record:** 6W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $220.00 (above) | $213.48 | +3.1% | Sep 3, 11:23 PM |
NVDA please carry SPY to 2% tomorrow 🙏🙏
Money rotating from AMD to NVDA
Him meeting with Trump doesn't mean he's a scammer, and he is far from Trump's best friend (heck at this point even Elon has drifted from that title); he's leveraging as any smart CEO would given their job description. Trump will certainly play his insider trading game and do shady business left and right, but if you think Su wouldn't jump on that train if the opportunity presented itself I don't know what to tell you, especially considering she works with his admin regularly. As bad as Trump is for just about everything, he is great for businesses that know how to play his ego and his game, considering he is more than willing to bend rules and laws for those that do. AMD has been great and I got lucky to invest back when it was $2/share over a decade ago, and really add on more a couple years ago. I also hold NVDA and looking purely at fundamentals they are in a better spot, forward prospectus is ambiguous for both and it's not always an apples-to-apples comparison. You have to take your bias out when analyzing the two and focus on what the market needs to move either upward. NVDA increased revenue 85% YoY vs AMDs 38%, has 6.77x higher TTM revenue and Net Margins in the 63-72% range vs 13-14% for AMD, TTM P/E of 31x vs AMDs 160x. Each will be pushing for new usage and different aspects where their product can be on top, but right now production seems to be a concern due to skyrocketing demand so both have plenty of opportunity. None of this is to say AMD can't or won't close the gap, in all likelihood the law of large numbers will work in AMDs favor, but there is a lot more to stock than a singular comparison or one component. NVDA has been dropping their insane cash flow on partnerships and acquisitions, a massive dividend increase, building a conglomerate long-term. What really matters for both of these companies is a continued commitment from top companies and optimally a more visible ROI on their CapEx in the coming years. AMD, NVDA, TSMC, MU, MRVL, and a lot of others have a very bright future even if all maintain the status quo and we start to see companies thriving with AI usage.
\- These NVDA chips are now…in space, man. \- Far out
Don’t ever sell will be worth more than the funds, long,long term holder advice. NVDA is the ecosystem of AI.
I said that NVDA would be a good play heading into AMD earnings because you could capture some of the upside if AMD crushes but at the same time it wouldn’t be affected too much if AMD poops the bed. Now I didn’t foresee the blowjob from Elon but NVDA options are at 40% IV compared to other stock options that are way too expensive
Damn, shoulda held my NVDA calls…pussed out for 80% profit, thought AMD would drag it down
NVDA before earnings: 📈 NVDA after earnings: 📉
I made a boat load from NVDA, GOOG, UNH, MSFT in the last few years. So yes... But if I had bought NFLX?
NVDA taking a share in the Hormuz straight so that Iran can buy more GPUs
I told you fuckers NVDA was going to a $6 trillion market cap. $250. That will be the high on SPY.
AI bubble crash is good for future AI-technology. All look for ROI. Once AI bubble crash, all hardware parts &cost of GPU, CPU & memory drop hard. Many datacenters expansion cost lower, economy grow all sectors, not just few narrow AI stocks. $SKHY $MU $NVDA $SNDK $SMH $AMD
That’s the problem with his permanent nonsense. He is actually long in MANY positions that would completely crater if his shorts pay off. Sure… if Palantir crashes nobody gives a shit. But if NVDA comes crashing down 50% the entire market (including all his SAAS stocks) will come down as fast.
Elon uses NVDA hardware, check capex
NVDA, MU, MSFT, GOOGL, just to name a few
mf’ers selling their AMD to guy buy NVDA 🎶I’m coming home, I’m coming home, tell the world I’m coming home🎶
Nvda was going down too until Space X announced they are using only NVDA
Why is AMD red but NVDA green?
Cos money went into NVDA almost immediately
imo right now is the pull back. MSFT/AMZN are printing on their investments, everyone still has money coming in and there's a DRAM shortage. If you're eyeing $MU $NVDA it's now or never
You guys got any more of that NVDA?
It's about opportunity cost as well in a span of time. $NVDA bulls have been right for years and the last 2 have had it virtually flat while everything else ripped.
Did some Uber rich regard sell all his and position and market bought NVDA and cleared the entire order book me😂
Happened in April. Again in August. 🥭 will always make sure everything is alright before NVDA ER run up
I checked it when Elon said Spacex is exclusive to NVDA and it was already back intraday high
$SPCX Holding Trilllion market cap, burning cash, loss again Singing AI & $NVDA name as an excuse Renting data center as GROK has not much demand for datacenter, may be too much build up unused datacenter rent to few more cash burning companies O Overbuild reduce semi demand , hurt high market cap semiconductors
I happen to be up late in Europoor night and see my boy is performing (NVDA) What is happening?
AI data centers will be built on the moon, utilizing NVDA GPUs
SPCX going exclusive with NVDA. time for some mean reversion with AMD. NVDA the far better product and trades much cheaper than AMD.
"SpaceX has committed to using Nvidia GPUs exclusively because they are the best" - Elon Musk on X Explain why NVDA continues to go up after hours
tonight i will dream of NVDA 220
NVDA rallying and AMD dumping is all that you need to know... The market will reset to the fundamentals
NVDA X SPCX collab fina drop
LOL NVDA is still undervalued and SPCX is still overvalued
Damn, I only trust RTX. If coming dips, I'll buy NVDA.
Lmao, I'm going to lose money on NVDA calls because I calendar spread them. I bought calls at 190 the other day and it's just went straight up since then. I fucking should have just closed them this morning. Good thing I have a ton of NVDA shares too.
Thank you NVDA. Just purchased a 5060 gpu
I full ported NVDL cus I believe in NVDA a lot
NVDA is just gonna absorb AMD going down and bring SPY green lmao
NVDA mega squeeze off SPCX puny orders LMAO
AMD selling off moreso because SpaceX is exclusively using NVDA
They manipulating the Qs by propping up NVDA lmao
Omg Elon pumping NVDA lets gooooo
AMD confirmed the bull case but they are up 140% YTD so they are cooling off, NVDA is not
Why is NVDA going wild after hours?
**BanBet Won** — /u/soclear1700 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $189.84 → $215.00 | +13.3% | 5d 23h | Won |
Far more likely that there's a goblin inside of my computer that hits the NVDA go up button every time I make a sell order
Calls on NVDA & puts on AMD
NVDA pushing because of stupid SPCX or AMD dumping? I'm not complaining since I have calls, just curious
NVDA rising based on AMD dropping lolol
Regards think market rally is gonna stop, a 2% move for NVDA is the same as 10% move for AMD.
AMD dip going to get gobbled up this week And NVDA to 225....
NVDA goes up 1-2 weeks till earnings that’s usually its pattern
Without fail NVDA goes up every time I sell some of my shares, that's why it's pumping after hours
NVDA still has more quarterly net income than AMD annual revenue 😂
SPCX isn't in SPY and AMD is 1.21% of it. Meanwhile NVDA is going up in AH.
NVDA stole AMDs earnings looooollllmao
Is NVDA going up because AMD going down?
if NVDA can stay flat/slightly green while AMD goes down 14% from close to 5:00 EST, Jensen’s cooking something 🔥🔥
If NVDA breaks 212 here it’s going to a billion dollars
Elon said NVDA only for SPCX
NVDA gonna have another 2% day tomorrow they still the gross margin goat
NVDA quietly green while all other semis sell off 🤔
AMD down NVDA up
can AMD follow NVDA pls
The NVDA SPCX news came earlier today. Did you not see the news?
Wow. I picked the one stock to short (NVDA) that elon decided to dick suck on earnings. Holy shit I'm so blown out. wtf. was looking so good
Elon only succeeded in pumping NVDA, lmfao
SPCX and NVDA sittin in a tree, k I s s I n g
Just said they're going with NVDA moving forward
ELON "going forward we decided to only build on NVDA. Vera Rubin is the best computer. We're exclusive to NVDA" Lmaoooo perfect ass kissing. Maybe Dr Lisa Su should give Elon 10% of AMD as well? 🤣
Both AMD and NVDA will make around $13 per share next year... AMD Forward P/E \~40 vs 17 for NVDA 👀
SPCX price to share is 73. NVDA's is 19. The two are in different universes of being overvalued. NVDA isn't overvalued at all with a forward PE under 23
Bye bye AMD NVDA is the king