Reddit Posts
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?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
I have 235k to invest. How should I split it?
How to ensure you're not investing too wide as opposed to too deep?
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
NVDA Government Contract Analysis: Not Compelling
That is all i need to know about SPCX
The most interesting SpaceX trade might not be SpaceX.
Picking Option strikes based on Delta is not enough - Volume profile can change your decision
Picking strikes by delta alone has a blind spot: what's underneath them matters to
Is Blackberry Primed For a Comeback?
Is Blackberry Primed For a Comeback?
New midweek expiration dates getting approved by regulators
The most interesting SpaceX trade might not be SpaceX.
I Sold All My VOO for a Concentrated NVDA Bet. Should I Have Just Bought Options Instead?
Mentions
Good question, TLDR is no but also sort of, yes. NVDA has enough differentiation in their GPU's that they're clear industry leaders. You don't really get industry leaders in commoditised products, because by definition the end products should all largely be identical. NVDA's products are best in class, mainly thanks to the "stack" they've built around it with NVLink and CUDA. You can see this if you look at the gross profit margins vs. micron for example, [I made this chart just then](https://ibb.co/84rn2s9Q). Micron clearly has cyclical swings of 20-40%, but NVDA's has been climbing steadily although you can still see the cyclical downturns like in 2019 and 2022. There's lots of threats to NVDA's business, but it's more to do with the cyclicality of demand than it is the cyclical nature of the industry itself if that makes sense. The threat is less so structural and inevitable like it is with memory, and more so competitive and levered to the demand cycle of AI more broadly. So Microns margins will collapse back to single digits no matter what they do, it's macroeconomics 101, but NVDA not so much because the risk to their margins are things like a move away from training to inference, or a better product from AMD, or companies making custom silicon.
I agree this does not look like a normal memory cycle anymore. The old playbook was inventory builds, pricing spikes, then a nasty downcycle. AI has changed that a bit because HBM, networking, power, and accelerators are all tied into one capex bottleneck. The catch is that NVDA already reflects a lot of that optimism. The business is throwing off real cash, but at roughly 36x earnings the market is assuming the AI buildout keeps absorbing capacity without much of a pause. That is the part I would watch more than the next quarterly beat. Do you think HBM supply stays the constraint, or does demand become the constraint once the big hyperscalers digest the current buildout?
you could say the same about NVDA, couldn’t you?
Samsung just posted Q2 results and became the most profitable company in the world. Beating even NVDA. Market response? Down more 10%. Welcome to the stock market.
NVDA is making a new bottom retards, get in before the train leaves the station and you are left wondering why you didn't take easy money.
Hot stocks run their course. Look at NVDA The winners get in early. The losers are diving onto the wagon after it's already got a broken wheel
I sold out of NVDA several weeks ago for similar reasons. I’d feel comfortable perking my money in them long-term but there are way better deals right now like some of the ones you mentioned. RKLB looked good today!
Not saying that I am, but it’s funny how every early investor in a turnaround story gets called a bag holder before the market decides. Tesla, MSTR, PLTR, NVDA plenty of people were mocked before the narrative changed. Not saying SRXH becomes any of those. The company still has to execute. But dismissing research with a meme isn’t an argument.
Get your fat ass up those steps NVDA. Time to stop playing games and back it up.
[I wish you good fortune in the tech wars to come!](https://www.youtube.com/watch?v=nMOTR74ihbs) I have fought at NVDA trenches decades ago!
Not the next NVDA but they got the best power chips out there with their gallium silicone chip tech
Been hearing that since 2023. Heard it about Apple (ha) 10 years ago. This mentality - thinking you know when it’s time because it’s up X amount or some market cap or PE ratio - this is how people talk themselves out of their biggest winners. This is the root of all the sadposts about how someone sold whatever stock and if they’d just held they’d be retired by now. I am not saying to ignore the risks. I am saying have a plan. Stocks can crash and never come back. Not every stock is AAPL or NVDA. The parabolic 1000%+ runs are behind them, sure. But just selling a huge winner cuz you have developed some particular feelings about it is one of the best ways to beat yourself in this game.
Yes. Other Semi are doing better than AVGO while having similar volitility. AVGO at this point feels like NVDA, it barely moves.
NVDA is the next 1 Trillion dollar company.
SNDK options are retardedly expensive on both sides even after the 25% crash, kinda crazy ngl. Not even NVDA IV was that fucking high even during its peak bull run in 2023-2024
Aapl closing in on NVDA market cap
You're literally asking if you should close your NVDA because it's at a low, but packaged in a way that makes you think you sound like you have a handle on your investments
Pixel 9 pro / desktop pc win11 with AMD cpu and NVDA gpu
NVDA should be 350+ just saying
Cramer has liked NVDA for forever though. Even his dog is named NVDA. It's an exception
Cramer likes NVDA. Panic sell everything. It's fucking over
NVDA did not announce that Kyber was delayed, the opposite is true
If you're still scratching your head on why people are selling their AI stocks: A few observations: 1. Scaling didn't work. 2. We never achieved Artificial General Intelligence 3. AI Labs are hemorrhaging cash. 4. Corporations are throttling usage. 5. Data centers are being canceled. 6. Softbank couldn't get a loan against its OpenAI stock. 7. OpenAI canceled its IPO. 8. Blackstone is selling off its AI assets. 9. Meta and SpaceX are dumping excess compute. 10. NVDA just announced extensive delays of Kyber. 11. The Silicon Data LLM Token Expenditure Index is crashing. 12. Sam Altman is begging for a bailout. 13. Michael Burry is massively shorting AI stocks. 14. China is rapidly transitioning to home-grown GPU and 3 - 6 months behind U.S. models 15. Microsoft is replacing OpenAI and Anthropic with its own models and Chinese models The reckoning has arrived. Run for the hills.
Sure, but being spent on NVDA and MU
NVDA, AMZN, GOOG, META, ORCL with bonds or dilution or both plus all the neocloud diluting every quarter. AI is being financed by the permabull SemiBros.
NVDA will save us, just like those other times.
Fuck it, NVDA back down to $100B market cap
NVDA bounce up off the 200-day MA today, AVGO pretty much did as well
Okay. TA and FA time. MU hitting a 200 MA today, I think this is where we reverse. RKLB 200 ma at like $80, let’s start to see buyers. Meta pumped on news of an ai image tool, ai trade still intact; however, I’m wary of frothy af cloud and Ai companies. NVDA chart isn’t looking the greatest but it’s a value and growth stock at this price. Indexes still near ath showing a rotation, too late to chase defensive sectors, hoping space and semis are back on the menu ASAP
Bro its more like what is the opportunity cost of dumping into NVDA if it trades sideways for a few years.. I think the concern people have here is dead money in NVDA while the rest of the market catches up to NVDA (you could be missing massive gains). With that said - hardware is not the windfall it used to be. Thus im not sure where else to put cash....
So satisfying. NVDA pawmped after I sold for a loss. So I revenged traded and ended +16% today
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $200.00 (above) | $196.81 | +1.6% | Jul 10, 7:58 PM |
NVDA exists to eternally theta fuck
puts on NVDA when it got to 198
**BanBet Lost** — /u/E39_CBX (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $198.86 → $210.79 | +6.0% | 1w | Lost |
Oil up big. NVDA green?
I mean, being included in indexes does mean that portfolios are shaped around that stock. That's how indexes work. Doesn't mean the stock will do up, but it does mean that portfolios are inherently, passively built around it. Look at NVDA. Safe investment, but being included in the Dow 30 is generally an indicator that crazy valuation growth is BEHIND a stock and STABILITY is ahead. Pretty basic risk/yield dynamics. Like, finance and investing 101 stuff.
Entered an NVDA leap. Someone give me some hope that NVDA will reach ath before march
Some guy said they were gonna buy NVDA puts at open. I can't stop thinking about them. I hope they didn't buy them.
NVDA will end up being the only “AI” company. They will wait until Capex peaks and then they will push their open source model hard, blowing the frontier labs out of the water on price.
NVDA is prob one of a handful stocks I would never sell
Did NVDA pump because of AMZN news or what?
I don't want jinx this but today seems bullish. Massive dips were bought. NVDA massive V.
Last year SPCX generated 18 Billion in revenue. And spent 23Billion to earn it. A net loss of 4-5B. Does that sound like a company worth $10.5Trillion dollars to you? That would be their valuation at $800'a share. NVDA earned 0.25Trillion in POSITIVE income last year and is only worth 4 Billion..
A good old fashioned 5% pump on NVDA tomorrow would catch alot of bears off guard
Looks like a good time to add NVDA here, thanks
Is that money going towards hardware? If so, why is AMD, NVDA, NOK, MU, etc are crashing?
NVDA coming back online. All that MUtard money will flow back into the king
some sort of NVDA news? It's shreking like crazy
Any news on NVDA? Why is it mooning so much?
NVDA and MSFT green, all else is red. Can't make this shit up.
wtf I just saw that Walmart has a higher p/e than NVDA. It’s almost worth 1T, like wtf.
BTO 5x NVDA 7/10 200c @1.71
BTO 5x NVDA 7/10 200c @1.71
I gave you mouth breathers PLTR and IBM last week, holding runners in those…move is almost over… Now I am entering 7/17 MSTR and NVDA calls.
So glad Samsung missed earnings by a half percent but still beat NVDA profit with a 5th of the market cap. This response makes no sense. Oh well atleast I’m not leveraged in the KOSPI 🇰🇷
If NVDA finally catches fire again they may go straight to 10 trilly
Think of all the cucks wanting NVDA back over 200 with short term options. You think the liquidity providers are just gonna hand that to them?
I like how it moves slower. MU terrifies me, but NVDA gives me that nice "frog in a boiling pot" feel.
No comment on your thinking behind this, but NVDA is at the center of the world economy. AVGO is not. NVDA is safer with more sure longterm prospects.
M. Burry is almost underwater on NVDA again
Maybe this shithole site should buy more MU & NVDA
"Do not cite the Deep Magic to me, MU. I was there when it was written." -- NVDA
Out of every AI company in the entire world, I would recommend shorting NVDA the least. Why not some stupid high volatility overvalued piece of junk like AMD?
So basically I predicted NVDA would drop to 188 at the EXACT time that it started climbing to 198. Don't worry though, I shorted it 16 times on the way up and lost it all. Genius!
# Nvidia-backed Nscale Closes $900 Million Credit Line to Power AI Data Center Build-out So that's why NVDA is pumping out of nowhere, its shell company that buys its chips got financing to build data centers. And of course NVDA carries the SPY and everything correlated to it as well. The market really just runs on this gamified bullshit lol
NVDA really said not today 🐻
"AI is over" NVDA said hell nah
Everything can go up but NVDA, AVGO and ORCL cannot
Wait is there a reason NVDA is pumping or is because I bought calls this morning?
NVDA going straight up? Am I dreaming and does anyone know why
Oh NVDA actually DID step in and save semis by giving a timeline and refuted delay claims. Too bad Zuck didn't do the same
NVDA said fuck the bullshit
what a comeback for NVDA today. 3% intraday
Just trimmed my NVDA call position, like a responsible trader. Yes I disgust myself and I don’t belong here 😔
I'm not a professional, but I've put fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more (MSFT is priced really great right now, AMZN is pretty low too). Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.
Don't forget whose casino you're in, silly bers. This is NVDA's house
I’m sorry for calling you gay NVDA. Please forgive me.
What the fuck NVDA is literally pulling everything up
NVDA slapping bears in the face with it's big dong
NVDA trapped a few bears.....
$NVDA was down to shake the paper handed, its printing now!
$NVDA calls are printing
Lol Did NVDA cure cancer right at 11:40?