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
spending $20B for a company with revenue of $500M is truly fishy tbh...like i said, been out of $NVDA since $170-$174 level months back. i was in around $121-$135 range...So I am ok with paying some taxes on this gain for 2025. I hope I am wrong and $NVDA goes to $250 in 2026!
GOOG, NVDA, META, TSLA, PLTR were the main long holds. I get that this growth isn't sustainable so I'm not expecting it to continue indefinitely. I might trim PLTR a bit
alright, I've picked the stocks im going to dump for tax loss harvesting to offset some nice gains in 2025: 1) paypal: 15% in the red, been DCA'ing for 3.5 years (started summer 2022). The fact that I'm still red after DCA'ing over 3.5 years while the market is up over 80% is just downright pathetic. Trash stock. 2) nike: same story as paypal (15% in red, DCA since summer 2022): declining YOY revenues, falling knife for over 4 years, same stock price as 2015. a 10 year flat return (including dividends/inflation) 3) pfe: -7% red fall 2024. using DCF model this stock is highly undervalued, forward pe is 6-7 for gods sake. but there is no helping this stock or company. 4) my SPXU and SQQQ positions - the market just wont correct, despite buying/selling/re-buying these hedge positions in cycles. I keep buying as the market reaches unprecented highs valuation wise and the market just keeps going higher. I'll sell during the mini drops though. what will I do with this money? if you can't beat em - join em. going to throw half of it in tech names - CRM, NVDA, AMAZON, GOOGLE. other half will be cash and/or other defensive positions that are doing better.
So when are we telling those who bought NVDA above $200?
NVDA by far for the pure play AI the demand slope is still steep and hasn’t yet plateaued. Full disclosure I own both since 2020 but the question here is LT AI bet and that’s a somewhat obvious choice. If it’s the more diversified conservative choice for hardware software and ad revenue then Google in my lame opinion
#NVDA GANG Members checking in
Then Jesus turned to his disciples and asked: Who among you is holding NVDA outs? They all raised their hand. He then said into them: Stinkin bers shall not enter the kingdom of my father. Those who short the chosen ticker shall know only stop-loss and regret, while the faithful shall inherit unrealized gains, briefly, before earnings. - Regards 4:20-69
Implying that the worst case scenario for NVDA is that GPUs are rendered unnecessary is ridiculous. Won't happen. And even if it does, that shift will come over time, meaning that any business that will potentially be affected by the change will have ample opportunity to change as well. Not to mention the fact that GOOG, AMZN, and MSFT are in different businesses than NVDA. They overlap and depend on one another to some degree, but they're different businesses.
NVDA has 90-95% of the global GPU market revenues. If that’s not a monopoly, it’s pretty damn close.
NVDA is a business with something like 92% market share. They're not going anywhere.
What is 20B to NVDA to kill a competitor? Less that a daily fluctuation
Who are NVDA's competitors?
The Nvidia’s-Groq deal is enormous. Nvidia now owns both the best training and inference platforms. By excluding GroqCloud, we clearly see NVDA stating that it will not be a cloud compute provider. DGX Cloud becomes strictly R&D, POC kind of platform for partners and internal use. Nothing against Google. NVDA is absolutely killing it though.
Groq was never a risk to NVDA…
That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.
I own both long term.. $GOOGL $NVDA
The next frontier is Physical AI that learn from real world feedback. I don’t know if Google, Nvidia, or another company will be the winner. So picking one winner now is not what I would do. If you think we are in an arms race and AI infrastructure will 1000x in the next decade, Nvidia will be one of the winners, no doubt. No other company can ramp up production remotely close to Nvidia’s in the next few years. All major AI companies, including Google, have invested heavily in the Nvidia stack. None of them think single vendor lock-in is a good idea, but they can’t afford to go cold turkey with Nvidia, not when they think it’s an existential threat to loose the AI arms race. So if the pie 2x next year, but Nvidia’s slice went down from 90% to 75%, NVDA is still going to go up.
Google, they diversify, they have a hand in everything, for example - they're now actually taking market share from NVDA with their new TSU chips. We could get hit by a moon-sized asteroid and Google would still be around, it's bots rebuilding civilization, as rodents crawl from underground to re-evolve into humans.
I’m new to buying stocks and just started less than 8 months ago. All I ever heard anyone talk about was Nvda so I invested 2k and currently have 40 percent gain and I also purchased 1k in Micron finding it on my own a few months later and it’s currently 171 percent gain! I just wish it had been given the same press as NVDA back when I started. Hopefully, NVDA will start gaining because it seems like it’s the slowest of all the AI stocks to pop off. So question, for all the press as it’s the one to buy for this past year is there a reason why it’s value is not increasing like the others??
It's a hedge if anything. NVDA's real answer to TPU's is Rubin because TPU's only win if GPU's are underutilized.
Sentiment in Reddit changes as much as the wind blows. It is most definitely an echo chamber. Remember April was the end of the world and the US economy would be tanking, so make sure you sell everything and go to cash. “It’s fucking over.” Fast forward to about a month ago and everyone on Reddit is calling the AI trade a bubble and talking about completely selling or trimming their NVDA position. At $170-171 I argued with numerous Redditors who told me that NVDA was going to drop below $150 while I bought leaps and stacked shares. NVDA will be $200 not too far into the new year and $220 after earnings in Feb.
I think Google is safer if you are worried about the AI bubble popping but NVDA is the better play if you dont think this is a bubble or we arent close to popping the AI bubble
This is a positive for Nvidia despite the $20B price tag. Groq offers inference, where AI actually gets used. Training is occasional. Inference runs every time someone asks a question, uses an agent, or puts AI into a real product. That is where speed, power use, and cost matter. Groq is built specifically for that. Their chips are designed for fast, predictable responses, not just raw compute. NVDA GPUs are great, but they are not optimized for consistent real-time inference. Nvidia did not spend $20B just to shut a competitor down. There are much cheaper ways to do that. What this gives Nvidia is faster inference and more control over how AI runs in production. Owning inference is the point here and taking out a rival is just the bonus.
NVDA should 0dte its cash reserves
I’m 2% NVDA and 1% GOOG in my satellite position. Those are my two largest individual stock holdings.
I literally did nothing until mid April, bought google leaps, NVDA longs and never looked back. Better than I could ever do actively trading.
That's 2 months of profits for NVDA.
https://preview.redd.it/bxhuljfch89g1.jpeg?width=1170&format=pjpg&auto=webp&s=3357a052447648c78c6f2347034986d61d7dd801 NVDA discussion anyone?
Bro you're asking WSB for advice on a 2026 portfolio like we don't blow up our accounts every other week lmao Maybe throw some NVDA calls in there and pray to the tendie gods 🚀
David Ballsacks pushes and gets NVDA approved to sell GPUs to China. Jensen, in return, spends $20bn to buy Groq, where David Ballsacks and Chamanth are shareholders. lol.
How is OP the moron he’s literally said NVDA acquired Groq which they did? LMFAO
Received exclusive access to Santa’s list for NVDA bers: - Coupon for the closest soup line - Margin call
So NVDA opening above 200 on Friday then
"NVDA could do the funniest thing and acquire the entire chip market" i think there are some antimonopoly laws to prevent it.
Was hoping for an NVDA dip. Bitch doesn’t want to slow down.
NVDA actually wants to make money, they’re not buying anyone here from WSB lmao
Holy shit NVDA really said "fuck competition" and just bought em outright lmao. From $6.9B to $20B in 3 months, those September investors just hit the lottery
Fuck it, let's buy calls. NVDA 225$
Thoughts on NVDA buying Groq?
NVDA could buy us all eventually
What's crazy is that this is only 0.4% of NVDA's market cap. Heck, a single red day of -3.76% for NVDA is a loss of INTC's entire cap. NVDA could do the funniest thing and acquire the entire chip market.
Disagree. S&P hit all time highs thanks to rotation. Most of OP's stocks aren't anywhere near ATH or 52-week high so some good upside potential. NVDA and AVGO are trading at fairly discounted forward PE and listed as top stock pics on most top analysts charts for next year. As for Oracle, although I've not yet personally bought, I think the street overreacted to earnings call and debt issues - this should pump through 2026 given the solid fundamentals. As for AMD, HOOD and Coreweave, If it were my money, I'd hedge by selling Jan 27 ATM calls. Should get a decent premium with downside protection.
Don't forget to DRS your NVDA shares so MMs can't short it.
aand there’s the AMZN dump Aapl too, money coming back into NVDA
NVDA and AMD may be headed for deep pain if that happens. They are the one making money, hand over fist, selling shovels.
Santa Claus rally will become the New Year Rally and then the 2026 rally, and then the 2026 Santa Rally and NVDA will be $500
NVDA stalling?? pumppp me JENSEN
Me not buying more NVDA at $140 pre split (up 1300%) 😭
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America. While AI skeptics have pointed to eye-popping valuations as a reason to run, the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (NVDA) and Broadcom (AVGO). I'm sticking for the most part with Mag 7 stocks as they aren't quite so speculative. Plus it doesn't hurt to own some companies outside that sector. https://finance.yahoo.com/news/these-6-stocks-will-lead-the-1-trillion-chip-surge-in-2026-bofa-says-130008431.html
You need to get out of trading and just INVEST! EFT's would have been better FFS IYY, SPY, SPYG. Individual stocks - NVDA, UI, AVGO, MU for starters, but there are many many more. You need to stay the hell away from options man. Just use index funds, I like 1 Dow and 1 S&P personally, and a few fast movers, but in your case, you need to stay the Fuk away from high risk until you build that shit back up. Best wishes, but we all learn from mistakes. Hopefully you can make that shit back up. I took 10k out of an investment account, which led me to a $3k balance. In 18 months, I am back up to over $12k, adding only $75/week. It can be done.
NVDA $200 before EOY pls
NVDA, GOOG, TSLA all dumps but market up, how do?
No bot essay. I purchased VOO 633. QQQ 635 NVDA 205
Guess Trump will make the US buy 10% of NVDA now, right?
AI is slowing down this rally, bastards. We need another announcement like - Goog and NVDA investing in amzn and in return they give their chips to msft which sells them to India and then buys nvda and google chips and finally apple sells them all socks. That ought to work.
Tesla NVDA drilling SPY green
Not a good look NVDA, not a good look at all
I own micron and it is by far my favorite stock and most concentrated holding right now, before late last year, NVDA and AVGO were jockeying for that spot, and of course I still own them, but they almost certainly won't grow earnings as fast as Micron and Hynix. Shoutout to EWY, just got a healthy dividend payment, the index forward PE is 14, despite it doing great this year, 40% of it is Samsung and Hynix, though Hynix is eating Samsung's lunch. Hynix US ADR incoming in 2026. Korea's stock market is only 40% foreign owned, it should be a lot higher by any metric that considers PE dividends, and earnings growth. Just some notes that Micron is paying down its manageable debt now, and buying back shares now. Micron has major new supply coming online in NY in 2030, maybe. Delays keep happening. Little hiccups. Micron is telling customers that they will have supply, but they might have to wait a bit, and will definitely have to wait until 2027 if they want high-speed ram now, because it is sold out in 2026. Ram is a bigger bottleneck than GPU and ASICs chips right now. Korea is investing heavily in is state-sponsored RAM production (another reason to own EWY), and new supply will be coming online, around 2030. Nanyang is the 4th ram maker. They may produce high-speed ram by 2030. Consumer DRAM prices have spiked around 100% in a very short period of time, and despite these higher prices, Micron is closing Crucial, its Consumer DRAM line, in February. Sucks to be me with only 32 gb of RAM, but in America we buy from the company sore, so I at least have shares in that. Why would a company close a division that is suddenly wildly profitable? Is that a crazy decision or does it scream bottleneck. With faster chips, you can get more out of RAM, so I would expect NVDA and AVGO earnings misses (which haven't happened yet except for a China quarter) to be the leading canary that the AI trade is over. If micron's earnings go flat after next quarter, when they guide for another huge surprise, though less growth in 3 and 4, they can pay a 5% dividend and justify their valuation. They usually guide low. Yeah, memory is cyclical, but if micron plummets, due to actual data and not speculative bearish conjecture from people who know a lot about debt but not a lot about this field, then the entire AI trade is done, for a while at least, until the cycle comes back. I posted earlier this week that micron's PE will mechaically compress from 32 to 23 with that one quarter's worth of surprise. Next quarter's earnings will be bigger. Micron's current PE is 27.45. I think it's totally reaonable that it slowly grinds back up to 32 at least. The forward PE is uber-low mainly due to the mechanical compression when bad record-earnings quarters from early 2025 fall off and are replaced by much larger quarterly earnings. Not investment advice. When institutions accumulate, they buy then stop, and things lurch down a lot, then they buy again, then stop again. Micron is super volatile. Know your Kelly criterion and size appropriately. Don't trade on margin.
Pick a direction already NVDA
Why are all chips except NVDA green?
Need hood to $150 and NVDA $210
Rip my NVDA calls from yesterday, it's fucking over
Sold some NVDA at 188.6 (cost 182.8, 182.9) and took profit, 💰💰
Bought NVDA 190c exp 12/26. Gonna go on a hike for a couple hours without service now :)
NVDA gonna continue its pump to $200!
Always good to diversify a little not to much, tech and fintech, banks in my opinion, NVDA, PLTR, SOFI, META
Thank you for taking the time for a detailed explanation! Are you typically buying LEAPS about 1 year out? In the SLV and XLB examples where you are seeing huge returns quickly, do you lock those in either by rolling up or selling (looking for a re-entry after a pullback)? Like you, I'm looking at the market daily so I'm very aware of where everything is trading and I don't like the idea of a stop loss which could lock in a large loss due to a temporary downswing. I modeled a couple NVDA LEAPS in optionstrat and see that a stock drop of 15% equals about a 40-50% drop in the call value (picking a time in the middle of the contract). The dollar value decline in the call is almost identical to the dollar value decline in an equivalent 100 shares (you were spot on about that). However, even if dollar decline is the same, percentage decline of the call is much greater. A 100% LEAPS portfolio would decline 50% while a stock portfolio declines 15%. If we had another 2008 recession event, would you try to sell out of your positions early enough that you wouldn't lose more than half your portolio? And while the loss would be substantial, you are less concerned than if you had a 50% loss on a stock portfolio because you will use LEAPS on the market recovery to recover your portfolio faster? Basically, you know you can lose money quickly but also gain money quickly? A stock portfolio may take 6-7 years to double while a LEAPS may only need 2-3 years? Do you keep any dry powder available to throw into LEAPS in the event of a downturn? For example after Liberation Day throwing a chunk of $$ into SPY LEAPS would have yielded a nice return. LEAPS become even more powerful when bought at a market low.
NVDA: \*trying to escape $180 zone again" Santa: "No, you are not. Come back here."
GOOG, NVDA, and RDDT - easy money 😎
NVDA, AVGO, Lam Research, KLA, ADI, Cadence Design.
Tickers in this article: NVDA, AMD
Are we rotating out of NVDA and helping out our fellow bag holders on NKE with the Tim Cook news? I mean NKE beat but said the “T” word that I thought Tariff was still under judgment if legal or not? 🤔🤔
#NVDA GANG Members checking in
The only thing that moves INTC is NVDA news or government announcements a stake in it. Tell me there’s no manipulation. 😂😂
NVDA just called out that their 18a is ass 🤣🤣
Something something NVDA
Should I get me some NVDA? Or its too late 🤔
generated with Googles Nano Banano Just another example of Googles superiority >Sam Altman admitted Google is a threat He is really saying TPU has proven itself better than GPU why is that a problem ? NVDA and AMD are no longer relevant due to outdated technology Google just took Nvda's largest customernasna result GPU technology is dead . You better dump NVDA and AMD before you can't give it away sell any NEO CLOUD using GPU technology https://finance.yahoo.com/news/google-enlists-meta-cut-nvidia-043107757.html Now look at all the debt tied to GPU orthodoxy The house of cards will fall
I sold rklb yesterday bc I could see a rugpull coming. But I bought into NVDA... Please.. Santa rally by noon..
NVDA isn’t backing out of shit. Their 5B deal with Intel has to do with Xeon packaging. This story is a nothing burger because it is consistent with what the company has been messaging this whole time: 18A node is for internal use only
All people have been talking about is INTC this morning. >!NVDA happened!<
Yeah and if I lose this bet the ban expires sooner than the NVDA bet finishes dumbass ai bitch how are you valued at 46 quadrillion
Everyone yelling santa rally so it’ll dump for sure. Think about it, santa wears red I’ll take -10% NVDA
I would not touch it. NVDA backing out and saying intc basically sucks is NOT bullish
!banbet NVDA 200 14d