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
I've been negative on PYPL on here since it was discussed as something people should buy instead of NVDA in 2023 because "it was cheap and NVDA was expensive." The "branded checkout button" doesn't have a moat. I've continually brought up the fact that much of the theme broadly has been terrible - nobody ever mentions that XYZ has done similarly poorly over the last 5 years and the theme ETFs (FINX) have, too. If the theme is broadly not what it was 4-5 years ago (commoditization, among other issues) I'm still not seeing why PYPL is so compelling. Maybe it eventually finds a floor, but 1) people have tried to call that floor on here for 3 years now and have been wrong and 2) when it eventually finds that floor, what keeps it from wandering around those levels for years rather than the bounce people hope? You mention HPQ given the new CEO and shareholder returns. That stock offers a sizable yield and the share price is where it was in 2017, 2011, 2007 and 2000. People have kept talking up the buyback. Buybacks can be done poorly and buybacks for something that is potentially a melting ice cube is not compelling. The "but the buybacks" refrain - I'd rather a cheap oil company with assets buying back. In terms of value, most of the last 5-6 years has been a market of narratives and this doesn't have one - cheap and maturing has to be cheaper than ever before before getting some interest and even then no guarantee of a V-shaped recovery, L-shaped also possible. Maybe this will get more attention if value works again, but waiting for that to happen over the last 2-3 years to potentially benefit stuff like this has been considerable opportunity cost. Good luck - genuinely. I'm not someone looking to dunk on people, just trying to have the kind of back-and-forth discussions that used to be had on here.
AMD this q with China: 39% yoy NVDA last without China: 66% while being 10x larger Math is your friend if you want to make money.
Not a bubble burst yet, it's more like an early rotation plus reality cash as cash burn, margins, and ROI on AI spending start to matter. Big cash flow players like GOOG, MSFT, and NVDA can handle it but weaker companies might struggle. For me, currently it feels more like trimming hype names and rotating into profitable ones, not fully pulling out.
Everyday my shit is red, AMD destroys and is red, NVDA destroys and is red, crypto lower than inauguration, bill gates getting stds, taking the family out for dinner costs a couple hundo MANGO DOING GREAT
Buffet was the GOAT of his time but lost his touch once technology took center stage. I’m surprised that no one in his team was ever able to convince him to invest a meaningful amount in MSFT, GOOG, AMZN, NVDA, META, etc. He missed all trillion dollar juggernauts except AAPL.
Sorry, exactly how are all the non-SaaS companies you listed “hammered?” Outside of AMZN, which is just flat over the trailing year, every single company (TSMC, AVGO, NVDA) you mention are up anywhere from 45-65% over the trailing year. How on earth is that hammered?
gone are the days of bogus OpenAI partnerships pumping the whole market. now we're just waiting on the 73rd confirmation of China approving the sale of NVDA H200 chips
#NVDA GANG Members checking in
why AMD over NVDA?
Another day of NVDA and AMD getting kinda battered. Meanwhile BN -4.5%, RDDT -6.6%... And RKLB +9.6% and ATRL +7.5%. My portfolio is literally trying to rip itself in half lol. Pretty flat day overall.
Isn’t CUDA specifically geared towards NVDA hardware? It’s not just software that can be licensed. AMD has ROCm which is their version of CUDA is an SDK that works specifically with AMD hardware
https://preview.redd.it/oht84tyazehg1.jpeg?width=1080&format=pjpg&auto=webp&s=4e25cca248a1076052d7f99fff98aa549a48a4d5 NVDA to 200
NVDA may be a god long term hold but deploying a lump sump right before earnings is quite risky. Google is steadier option, has broader business, and lower valuation without the same hype risk. But I think given your age and your heavy index funds info, I think either works, just don’t need to rush.
Meh hindsight is 20/20 Should’ve bought NVDA or 🌽 some years ago but bought boomer stocks instead. Oh well
Same brother, same. I bought NVDA yesterday right before the drop and doubled down this morning on the drop thinking, “This seems like a good entry point for some more calls.” Boy was I wrong. Cheers!
I mean better odds of doubling over NVDA
I’ve got a bad feeling about my 3 190C 2/27 for NVDA. Got an average cost basis of $6.79 so not too high, but damn. Here is to hoping my gut is wrong and these breakeven or make a little bit.
Exactly. And they're more expensive than NVDA. They have no true moat per se.
MSFT is the long term hold slow growth stock NVDA is going to hit $500 over time but I think it maxes out there
Only buy AMD when they have earnings and you feel like gambling. Otherwise, NVDA always.
Why buy AMD when there’s NVDA?
Gov says they're stalling/reviewing NVDA chip sales to China for the 50th time.
Germany's entire economy is a few trillion. NVDA alone is worth like 1/4th of that and they're literally selling the shovels in this AI gold rush. Every GPU they ship, every data center buildout, every AI inference cluster needs gold. Not as decoration. As functional material in connectors, PCBs, and thermal interfaces. When one company selling picks and shovels is worth a quarter of Germany's GDP, maybe the macro headlines about European banking or tariff noise aren't the primary driver of gold demand anymore. That's the fundamental disconnect I was trading. Structural demand from the biggest capex cycle in tech history vs panic selling on headlines. The Monte Carlo just helped me quantify the statistical extreme and place strikes with defined risk. The edge was recognizing that industrial consumption doesn't disappear because traders got spooked. And I'm up $775 today, $700 overall on the position. Not $200. The 414/409 put spread is printing exactly like the analysis said it would. GLD is at $463, miles away from my $414 short strike. You're welcome to keep trading without any framework and just winging it based on vibes. Let me know how that works out.
Saas is dead baby. So are NVDA bulls.
Tbh, VTI distribution isn’t THAT much different than SPY. Here are the Top 10 holdings + approximate % weights for VTI and SPY, formatted so you can easily copy/paste into Reddit VTI – Vanguard Total Stock Market ETF (top 10 holdings) (~34.5% of fund)  1. NVIDIA Corp (NVDA) — ~6.56% 2. Apple Inc (AAPL) — ~6.12% 3. Microsoft Corp (MSFT) — ~5.47% 4. Amazon.com Inc (AMZN) — ~3.38% 5. Alphabet Inc Class A (GOOGL) — ~2.77% 6. Broadcom Inc (AVGO) — ~2.49% 7. Alphabet Inc Class C (GOOG) — ~2.20% 8. Meta Platforms Inc (META) — ~2.19% 9. Tesla Inc (TSLA) — ~1.94% 10. Berkshire Hathaway Inc Class B (BRK-B) — ~1.49% (Total of above ~37.4% — minor rounding differences across data sources)  ⸻ SPY – SPDR S&P 500 ETF Trust (top 10 holdings) (~39–40% of fund)  1. NVIDIA Corp (NVDA) — ~7.73% 2. Apple Inc (AAPL) — ~6.86% 3. Microsoft Corp (MSFT) — ~6.13% 4. Amazon.com Inc (AMZN) — ~3.83% 5. Alphabet Inc Class A (GOOGL) — ~3.11% 6. Broadcom Inc (AVGO) — ~2.79% 7. Alphabet Inc Class C (GOOG) — ~2.49% 8. Meta Platforms Inc (META) — ~2.45% 9. Tesla Inc (TSLA) — ~2.16% 10. Berkshire Hathaway Inc Class B (BRK-B) — ~1.49%
Another NVDA bearish news. Never ending story
I do mostly NVDA because it's a safe bet. If it dips, I just wait till it goes up again. Premarket goes crazy there. I made a few decent gains flipping that. Cameco is also a good one. I also have some Shopify before earnings on Feb 11 (LOL we'll see how that one goes)
185 is way more reasonable. My only hope is that usually after terrible days like today and yesterday, NVDA gaps up. I'm just hoping to minimize losses and hope I can get out tomorrow morning if it gaps up enough but I doubt it
Something tells me my $190 NVDA Friday calls are cooked....not sure what tells me that hmmm
NVDA is in a bearish head and shoulders pattern
I dont follow the GPU architectures enough to really know, but I was always under the the impression that the CUDA software stack was as much of a differentiator for NVDA as the silicon. It will be a tough hill to climb.
i bet you think you are so clever look at NVDA chart since burry says he is short wtf does that mean if you werent in before 2024 the stock didnt gain until halfway thru last year you fucking retarded bud
I think its just ptsd from getting the shit kicked out of them every earnings from 2020 until q3 of last year. While watching contemporaries like NVDA go on generational rips. I held it from 2019 so that's my personal reasoning. Was caught very off guard when I sold covered calls
he was right about housing he was right about china stocks he was right about NVDA overvalue lightning doesnt strike 3 times hes just right
Gold literally just hit $5k again. The trade already worked. If that's what I think is happening, then explain why gold bounced back after the "crash" while the biggest companies in the world (NVDA, AAPL, MSFT) are still building out AI infrastructure that requires gold in every connector, PCB, and thermal interface. Physical demand from tech didn't disappear. Data centers didn't stop being built. The 13% drop was macro noise, not fundamental deterioration. That's exactly what the Monte Carlo analysis showed: after a 2.6th percentile move, mean reversion was more probable than continuation. The stats were right, the fundamentals were right, and the trade worked. If you think structural tech demand for gold is irrelevant, I'd love to hear your thesis on why industrial consumption doesn't matter for commodity pricing. (Ur lost af fr fr)
It’s certainly the next NVDA
Naw probably not. META, NVDA, TSLA in Oct of 2022 was a “generational” buying opportunity. MSFT being down 20% is an opportunity though. Just depends on how you time that swing. Will it recover in 6 months, or will it act as GOOGL did in 2022 and continue to drop another 20%. Hope your call pays off.
Fuck the stupid fucking market dude. I sold my SPY puts from yesterday, this morning, for a small loss. Got into NVDA calls. Guess what fucking happened. SPY shat the bed, and NVDA shat the bed 5%. Fuck my stupid ass fucking life dude. I fucking swear it could be raining tits and I'd get hit in the face with a fucking dick.
$AMD doesn't matter in this space. All that matters are the hyperscalers, $META, $NVDA, Anthropic, and OpenAI. Everything else is ancillary.
AMD driver support is a joke starting to lose ground to INTC again in laptop cpus gpus still massively behind NVDA in any kind of ai workload this stock belongs back in the 100s
“NVDA dropped 10% for literally no reason” 1st reason is because michael berry was also shorting the stock at the same time and his claims of fradaulent accounting practices were essentially proven in some ways after their financial statements got released. 2nd reason is long gamma hedging mechanics where algo’s inverse the positions. Also the fradualent practices were seen where the assets useful life for gpu’s was being extended therefore increasing assets value therefore increasing the value of the company
NVDA to invest $20B into OpenAI. Will be fun if they invest $50B into Google tomorrow 😄 🤣
Google going to eclipse NVDA as most valuable company on earth after earnings
NVDA near deal go invest $20B in OpenAI lol
Opinion on NVDA tmr? need some help here
lmao you're still holding it? I sold it last year along with TSLA and bought NVDA when it dipped 20%
MSFT, NVDA ..bring back 2023-2024 again
Last time NVDA had earnings they dumped lmao, as always.
We are going to drill this week because of GOOGL earnings. AMD and AMZN are irrelevant. This week and next week we drill. After that, we begin the run into NVDA earnings. NVDA is the KING OF AI and as Jesus was resurrected after his crucifixion, so will the bull market once Jensen Huang proudly smashes earnings expectations.
The year is 2087 and NVDA is still trading between $175-190.
NVDA spread it’s sickness and AI shit feud to the entire market
Lord dont spread AMD's redness to NVDA, amen.
GOOG holding up the entire US economy like NVDA do that one quarter not long ago
So futes for NVDA are red so does that mean we go up tomorrow? I think so!
Why is NVDA the biggest pos stock ever?
Before the close today someone sold $10,000,000 worth of $NVDA 172.5 puts that expire next week Jensen is going on Mad Money tonight with Cramer
I remember 8 years ago getting into investing and posting my "long term stock picks" on reddit. I had NVIDIA. for like 10% of my port, but I also had Paypal for the same 10%. I'm pretty sure those who have averaged out to about even, despite NVDA being the best pick in the last like 10 years for a popular stock. Just shows that this is impossible.
Just gotta wait until papa NVDA obliterates earnings to pause all of the AI fears, just like last quarter lol
Dude no way the chart astrologist at cnbc called the floor for NVDA we back boys!!!
500 shares now is worth about $89,750. But you sold shares along the way for buku bucks. Do you know what realized gains on NVDA have been so far?
Did Carter just call NVDA!?
#Microsoft and NVDA are drilling because Google Gemini is outperforming ChatGPT and kicking its butt. Then pray tell, why is AVGO also drilling since it powers Gemini? LMAO🤌
No one cares about NVDA anymore The reason why it hasnt dropped more is unknown to me, who the fuck is actually buying it at these levels
NVDA earnings will have to carry the market yet again. NVDA: I’m tired boss
Still more expensive than NVDA. Can't find a single person to convince me it's a better buy?
AMD had a 10% run up into earnings over the last month. NVDA is having a 10% drop into theirs
AMD owners have absolutely nothing to complain about. Its been greener than NVDA on green days and less red than NVDA on red days for months now. NVDA also hasn't not shit the bed on earnings in a year.
EPS was strong but it’s not an impressive beat on revenue. 6%? Market expected blowout earnings like NVDA delivered for 5-6 consecutive quarters. As soon I saw the numbers I knew the market would react negatively because of the negative sentiment in the market recently
Good news (if you're NVDA or AMD): -5% Bad news: -15% Good news (if you're MSFT or AVGO): -20%
SMCI CEO is beside himself. Driving around downtown the bay area begging (thru texts) NVDA buy some more racks
I can’t possibly imagine what kind of expectations NVDA will have to live up to /s
NVDA and AMD always beat but dump
Well at least NVDA seems to be shrugging it off. Maybe that shit ends green tomorrow
AMD beat handily but it's still more expensive than NVDA on almost every metric. Why buy the second best in GPUs (and CPUs)? It's a good company but it has no true moat. It may be a good buy at $180.
Cramer saying bad press on NVDA and he works at cnbc are you kidding me peak irony
Just sell calls on NVDA it's not like it's ever going to go above 190 again
Well another red day for NVDA incoming.
Guys Cramer will be on cnbc in 1 min to talk NVDA tune in
ok but it happens four out of 5 days on most individual stocks. IDK about the indexes since they're basically NVDA at this point. Are you overlapping whatever chart you have with volumes? and looking at it on multiple days?
I have NVDA calls so my money says no
NVDA needs to stop being a weak poser. Did I buy at a terrible price? Sure. Do I just want to break even and put my money in something else that’s at ath? Absolutely.
#Imagine if AMD, Intel, NVDA and TSM merged into one company and raised chip prices by 200% overnight LMAO🤌
My NVDA LEAPS green or red after AMD earnings tonight? What yall think?
My NVDA LEAPS green or red after AMD earnings tonight? What yall think?
Anyone else cop some NVDA LEAPS today?
Do you guys think NVDA went down because if you believe software is at risk then their CUDA “moat” coding is at risk? Or is the hardware stack ok what does Stacy rasgon say anyone know him?
Yes, there is hope. Apparently, some asshole has a time machine and is telling everyone to go back in time 10 years and buy NVDA. Just do what he did. Them sell everything before Trump gets elected again.
Tomorrow we see 3/4% pop up. (NVDA)
Oh so we’re gonna do bonds now for a few days? Last week it was metals. Week before that…CSCO. Then we did TSLA again, or was it NVDA?
The year is 2030. NVDA is the first company to reach 100T valuation. Its has only 13 human employees thanks to AI. You just bought a multigenerational mortgage loan spawning 4 generations. Tonight you are going to celebrate ! You upgrade your AI companion to Date Night+™. For $19.99 per month, it will listen to you after 5:00 p.m. You try tu use PayPal but remember that it doesn't exist anymore. Life is good.
Maybe NVDA should “invest” in itself instead om scam Altman
NVDA now down 1% past 6 months
AMD NVDA call holders are relying on you after today’s blood bath.
Way too many NVDA calls and HOOD
NVDA going to end 2026 negative lmao
Oh, I mean, if we're calling a 10% drop a "crash," then sure, NVDA could absolutely "crash" to sub $160 and be completely OK lol.