Reddit Posts
$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
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Is NVDA dead or are they creating a buying opportunity for themselves?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
US asset managers file for first ETFs targeting Wall Street's new obsession, AI and the 'MANGOS'
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
All My Eggs in One Basket: Keep holding NVDA or Sell at a Loss?
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Mentions
AMD -6% NVDA -3% My 2 biggest holdings btw
SPY/IWM/QQQ/TSLA/NVDA/AAPL/GOOG Best stocks are liquid ones
Memory trade is finished You’re getting NVDA type movement now
Except the cycle is different now. HBM4 and HBM4E are not just a stick of RAM, and DDR6 is in the pipeline for 2027/28. Everyone is sold out through 2027 and contract pricing is in place through 2028. You could make the argument that SSD and NAND are still very cyclical, and I'd agree. But everyone said NVDA was cyclical... until it wasn't.
If I'm following, and I'm a bit of a pleb... shouldn't that mean NVDA and the neoclouds (NBIS CRWV IREN APLD, , etc) are the ultimate winners?
NVDA learned it from AAPL
This is just lies and irrelevant. 1. China has NVDA GPUs 2. Open source models (from China) have been reverse engineering anthropic models since AI gate like a year ago. 3. Model performance has nothing to do with semi's unless it magically costs pennies to run inference which I'd not trust any Chinese companies to be truthful about.
wtf is this NVDA dump
And CRWV, but honestly, if it drops a bit more, it's an awesome entry point. Cause if it goes to 0, so does NVDA and that would be a global financial crisis so good old 🥭 would step in and bail AI out ;)
As someone who has expiring Friday CC’s for NVDA at 212.5, I sure hope so.
looks like SNDK and MU are getting dumped to buy more SKHY and NVDA
Price targets on MU and SKHY are basically 2x current prices. Price target for MRVL is about 35% above current. Price target for NVDA is about 50% up. I'm not saying I fully believe it, but I also refuse to believe current prices are valid longer term
yeah sure buddy look at the date when I wrote about AMD 8 years ago and not it's $500. Look at 2021 when I said NVDA would be the most valuable company in the world Look at how I said SMCI during 2023 craze at $1000 50-60 days ago I saw qualcomm pump and dump was in at 220s and now it's down 25% Paypal 30 days ago I said was a decent risk free play at $43 and now it's up 32% So yeah you look pretty regarded now compared to my receipts https://old.reddit.com/r/investing/comments/1thz291/is_paypal_dead_or_worth_a_look_at_438_acquisition/ https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ in 2021 I thought NVDA might be the most valuable company in the world and to get ARM at ipo. Back in 2021 no one thought NVDA would be the most valuable company in the world (it was before google passed it) https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ I noticed a strange pattern and no real barrier or reason to why SMCI went from $70 to $1100 a few years ago wrote this before Hidenburg and round tripping was a thing around 2023 when SMCI was $1000 https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/
Atleast my account is flat cause NVDA is down 1 cent in the past month 🤡🤡🤡
Semis have been on an epic run and are still overvalued. price to revenue. AMD 23, NVDA 20; ASML 17. This is a bubble. It will be ugly when there is a true reversion to the mean.
3.5 Oro is delayed because both Anthropic and OpenAI are kicking their ass. Why? Google was skimping on their Data Center spending, thinking they are too smart to waste money on NVDA chips and memory.
I don't understand analysts arbitrary timelines when comparing performance. Everyone keeps saying NVDA is underperforming the market for the year because it's up 15% and the market is up 20%. But it seems like it would be relevant to consider that it was up 100,000% the previous 24 months before that. Is there something about YTD or 12 month period that makes it easier for brains to grasp data?
NVDA P/E ratio is almost criminally low. It's a good buy.
Bout a bunch of $210 NVDA calls at close and $760c SPY at close for $3 each. Worst case I’m out another $750.
TSM of all companies including NVDA and AMD got it right on execution, seriousness - will be one of the first to generate $100B cash flow a year - taking it on par w Apple and Aramco
Fuck it. Slamming NVDA $210 calls for tomorrow. May as well piss away some more money.
> Nvidia, $NVDA, CEO Jensen Huang says the AI boom is still in its early stages, declaring, “We are at the beginning of the cycle.”
NVDA has Vd everyday but the day I need it too 😑
I started investing when I was like 33. I got a high paying job at 30 (over 100k) but I was spending on cars, clothes and lot of partying and travelling so was essentially paycheck to paycheck. No regrets as I lived my life when I was young and enjoyed a lot. I didn’t even knew about TFSA (I am Canadian) until then. About 4 years later I’m doing fine (over 200k in retirement account, 80k in Tax free). And I bought a townhouse with about 100k down payment. And this is after a divorce lol. I did make over 200k last 3 years with lot of RSU so that helped and got lucky with couple of early picks like RKLB (4$) and NVDA pre split. This is my story. I still spend a lot and could’ve saved more but who cares. You will be fine but don’t forget to enjoy life. And don’t look at 25 yo with 1 million etc. Most are trust fund kids or got really lucky with crypto or options etc.
ok think i gave up o NVDA maybe tmr sigh
NVDA pump till close lets ride
Fully invested in NVDA, MU and GOOGL. Not even gonna look at my port today
get an s&p500 map, NVDA META AAPL went up big, AMZN also up, it's just semis and the damage is less than you might think other sectors like healthcare also green last week, nasdaq got murdered yes
this is because of ChangXin - the new Chinese startup. The dust will settle and MU will be back along with other hardware that got impacted (Hynix WDC SNDK AVGO NVDA) - I think the impact has been wide spread. But Nvidia - is really cheap - however, I dont think it will be a money maker anytime before earnings. Hoping to see the China play making a difference into their revenue
A lot of bag holders in here really despserate for the AI tech bubble to keep inflating. I, on the other hand want a correction so that there is room for future growth. Stocks like NVDA and MU going parabolic in the last 10 months does not fill one with confidence they will maintain those levels for the next 20+ years.
Why is AMD crashing so much with NVDA only half of that
NVDA you are killing me friend
yeesh. look at that NVDA triple top. same as a month ago and NVDA went to 190s.
"Japan is building the world's first national AI factory with Nvidia $NVDA, powered by 13,750 Vera CPUs, 27,500 Rubin GPUs, and 140 MW of data center capacity, per Bloomberg."
Mostly still NVDA derivatives from what I can tell, the power names haven't caught up to the theme even though the backlogs are absurd. GE Vernova's gas turbine slot reservations went from 83GW to 100GW in a single quarter and their total backlog is sitting around 163 billion. Constellation just closed the Calpine deal and is restarting Three Mile Island under a direct contract to a data center. Vistra and NRG are the merchant power plays if you want exposure to whatever price power clears at once demand outruns supply. None of those trade like the story is priced in the way compute names do, which is strange given the interconnection math you just laid out.
I'm going to keep buying deep into AVGO and NVDA anytime they dip. Not confident in memory or cloud infrastructure, but the panic everyone has here is silly
Yep and NVDA, and every other tech company in 2021 and 2022. NVDA fell 67% in 2021-2022, people said the same sort of things but real, growing companies which are profitable will be fine, corrections happen.
$DELL $MU $SOXX $QQQ $SPY $NVDA Can we stop using smartphones? Can we stop using social media? Can we stop using streaming? Similarly we can’t stop using AI ? More semi demand in future. Big red days buying opportunity for $SMH
My only ask if there is boots on the ground: each troop has a NVDA gpu in their backpack, orbital tracking from ASTS and RKLB, a WEN coupon and a few free memory chips (any provider is fine)
cmon NVDA break 208 u know u want to
400$ profit today scalping NVDA calls. It is what it is 🤷♂️
NVDA never even had a run up. It’s flat for months. Yet it falls as much or more as other semis!that are up 150% or more. That means NVDA is a screaming buy here.
NVDA isn't just making raw compute, they are actual tech revolution. They are not like DRAM
I don’t know what you’re going through NVDA, but what I will ask you is: Can you give me one more day?
is it really that crazy to ask NVDA to gap up for the third time this week aha
Okay NVDA, not asking for a major miracle, just a minor one…
Watching NVDA fight that $206 line was exhilarating.
we should (emphasis on should) be setting up for a big green friday for NVDA
God fuck NVDA up 3% down 4% up 4% down 3% just back and forth chop fest every week
Well... NVDA has just thrown dirt on my coffin!
No, the whole narrative around chips is that they are supply constrained allowing NVDA, AMD and Memory companies to sell extremely marked up components. If that supply constraint doesn't actually exist and Amazon has produced enough to sell it's entirely true that the supply constraint is not there. The only way this isn't catastrophic is if the build outs are stalled for amazon due to regulatory issues, but even then if AI build out stalls the chip constraint isn't going to last because no one will buy the components if they can't build.
Alright NVDA, don’t fail me now.
That link i sent for intraday trading, is dope. MIT open-source project. Use parts or use it all, to up the gains and eliminate losses. Calls on MSFT GOOG APPL and NVDA pick one or all, they all winners thats why QQQ going ATH once again!!
**BanBet Lost** — /u/Ok_Product8015 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $208.62 → $215.00 | +3.1% | 3d | Lost |
There are 12000-20000 target attacks on Iran, market digest and move higher. By strong earnings numbers. Few more even 100 times more , does it make difference to market ? Big earnings drive index high. By $NVDA $MU $META $GOOG $AMZN $MSFT and so on
Yes and Apple reaches 6B market cap before NVDA
You guys ever think how long NVDA has been at \~$200. Like when will it go up and stay up..
If you buy semis and memory, you’re betting AI works or you’re just opening yourself up to a 20+ year top If you buy legacy mags except NVDA and TSLA, you’re betting AI works but even if it doesn’t they have established business which print till the end of time You can’t lose with META, Msft, AMZN, aapl, googl in the end
Eh just gonna close the app today and hope NVDA v like it did yesterday lol
NVDA calls up over 100% at close now down 20% lol
Or NVDA opens either up or down then just inverses after 3-5minutes for the last week
NVDA going green bu open holy tits
Is NVDA moving upwards now?
"U.S. trade regulators have launched a probe into Samsung Electronics' (SSNLF.NaE) memory chips and products sold by Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) that use them following a complaint by Netlist (NLST.NaE) alleging infringement of its patents. **Netlist (NLST.NaE) has asked the USITC to block imports of the disputed chips and products and order the companies to stop selling them in the U.S.** An ITC judge will hold an evidentiary hearing and issue an initial ruling, subject to review by the commission." sell the news boys
Bro dumb it down. Are you saying buy NVDA and MU
He gotta pump NVDA to compensate
They said this when NVDA hit 1 trillion then it went to 5
July 16 (Reuters) - U.S. trade regulators have launched a probe into Samsung Electronics' (SSNLF.NaE) memory chips and products sold by Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) that use them following a complaint by Netlist (NLST.NaE) alleging infringement of its patents. California-based Netlist (NLST.NaE) has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission said on Wednesday. Netlist (NLST.NaE) has asked the USITC to block imports of the disputed chips and products and order the companies to stop selling them in the U.S. An ITC judge will hold an evidentiary hearing and issue an initial ruling, subject to review by the commission. The USITC will set a target date for wrapping up the probe within 45 days. Any order it issues takes effect immediately and becomes final after 60 days unless the U.S. Trade Representative overrides it on policy grounds. The investigation is the latest escalation in a years-long patent fight between the companies over high-performance memory. A Texas jury had awarded Netlist (NLST.NaE) $118 million from Samsung in 2024 over data-processing technology in memory products, following a $303 million verdict in a related case in 2023. Demand for memory chips has since surged as big U.S. technology companies race to build out data centers needed to power AI services, driving up prices of chips made by the likes of Samsung, SK Hynix and Micron. Samsung, Alphabet-owned Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) did not immediately respond to Reuters' requests for comment. Tl;Dr: GUH
MU has entered NVDA territory....ripped up 1000% and its all priced in for the next 5 years
I personally agree but there is doubt about it still, on top of that buyer exhaustion is a real thing. Who doesnt already own MU and NVDA that wants to? Need new money to keep pushing new highs
Market is retarded but also fears that NVDA and MU growth will slow significantly, while AAPL is a much higher confidence of keeping their margins and rev trajectory
So iBM green premarket. MU, NBIS down 4%, NVDA down 1.5%? OKaaaaaaay
can we expect a dip and rip for NVDA today?
I swear just in verse me. I bought FIG calls expecting a bounce from 20, it continued to drop to 17$, sold for break even. Bought NVDA calls, it went sideways, sold em it ripped. Bought MU calls expecting a bounce from the 900 back to ATH, now we below 900. What the fuck man.
Should we realy sell all the AI stuff exept NVDA?
Uhh have you seen GOOGL. Also I hate NVDA but they are making a major comeback
From the uh youtube page i was told was this guy and looking at his last video it looked like he was recommending large caps and not like pump n dumps, i dunno exactly what stocks the guy got bagged on but imagine stabbing somebody because you lost 10% on NVDA or something it's possible he did nothing wrong and mr. stabby is just an asshole.
Half the posts here are just "should I go all in on NVDA" lol. Any dip and suddenly everyone's a bond expert, any rally and it's leverage szn.
RIP, TSM never goes up after earning, like NVDA and semi are getting a beating the past month so a double whammy to yolo… BUT GL the premarket is playing tricks on us and Fake Jesus also announces world peace as well!
don't understand why you're getting downvoted. You're spot on. I have MSFT, GOOGL & AMZN bought at $375, $363 and $239 and I plan on holding these bad bois long term. As far as semis go I'd love to own TSM, NVDA and ARM however I'm waiting on them to fall. For me it worked out perfectly because I bought when there was blood on the streets. Especially on Microsoft. There are a lot of opportunities in the market, however I'd keep some cash on the side as well in case of a market crash.
Oof, hindsight is brutal. Same energy as everyone who sold NVDA at $20 pre-split. AMD went from small cap to $200B+ monster, wild ride tb
Numba 1! TSM NVDA AMD Taiwanese Triple Threat
I'm going to make a prediction: Wallstreet and many are missing the possibility of a rotation back into NVDA and alike as they were so focused on the memory shortage stories. But the IBM crash today, if one reads between the lines, is telling something else too: a massive ongoing spending worldwide in hardware AI infrastructure by businesses and i think the scale of it or the narrative that AI spending is over is a miss. Why? Blame Worldcup, heatwave, US/Iran tits for tats etc. who knows...
Well it works quite often for companies that print money, ie NVDA, MU, etc. Now companies that dont make money, that's a different story.
NVDA past 5 months has been even more stable than my sex life. Beat my meat everyday before market open.
Didn't it kind of already happen though? MU from 1200 to 900, SNDK from 2300 to 1600. Was that really the top of the cycle? Looks like NVDA is about to run and everything will follow after it again.
Today I slapped 25k on NVDA 80c expiring next week. I’ll probably chicken out and not hold through earnings tomorrow tho.
NVDA with another big deal in China. shoulda bought a few weeks ago
Just buy NVDA SPY MAGS and sit on your hands through midterms. You’re welcome.