Reddit Posts
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
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?
Mentions
Same. Loaded up on Tesla, NVDA, and Msft. Super discount today 😍
Bought NVDA 205 and 210s this morning for next week
NVDA is pro open source BTW. It's better for NVDA's business if there's more competition than having the Frontier AI Labs dominate the market
Well I guess I’ll be holding these NVDA bags……
NVDA at these prices a buy or more moves down coming?
It's good for hyperscalers, NVDA, AMD, DRAM and TSMC, but not good for AI provivder ljke5OoenAI and Anthropic.
I'm still holding NVDA, its debatably one of the least expensive bets on AI right now, though the growth will be slower now. Many people have moved to others like Micron, SanDisk, MRVL now (and having a rough week).
Made 12k on the NVDA bounce. I feel nothing. Options have ruined me.
Largely rotated out of semis and memory. Still holding some positions in AMD, NVDA and TSM but I'm tired boss. I need stuff I can forget about.
AAPL was more valuable than NVDA for like 5 mins 🤣
Lol bro… sell, buy NVDA or AVGO and thank me later.
You realize AI bet fails doesn't mean we throw AI to trash like we did cryptocoins. NVDA will never just be a GPU company only from now on. Made too much money to stay that way.
NVDA is still up YTD and over 1 Year. What do you mean baholders?
Apple is overvalued forward pe at 34.45 vs Nvidia at 15.53. |Ticker|EPS Growth Est|EPS Est|P/E Est|Current EPS|Current P/E|FCF/Share|P/FCF| |:-|:-|:-|:-|:-|:-|:-|:-| |NVDA|42.56%|12.80|15.53|6.56|30.32|$4.92|40.45| |AAPL|10.57%|9.69|34.45|8.29|40.28|$8.79|37.97|
NVDA getting fried, but I did wonder why the hell the OG bottleneck stock was sitting at 5.1T valuation while the rest of semi was getting dogged
I became a NVDA bagholder in the span of 24 hours
if AAPL closes on mkt cap above NVDA, we're 100% fucked. They NEVER let NVDA being surpassed, even wen things were really shit during November or March, they always found a way to keep NVDA up at #1 spot
Haha it’s ok NVDA, I fucking hate my money too 👍
Remember when NVDA was at 240 That shit was like 1 shower ago, 1 Kirk ago too
IT does. But they don't need Micron or SK Hynix memory when they have CXMT. They don't need TSM or NVDA when they have SMIC and Huawei. They are catching up so fast in hardware, it's crazy. Even Apple wants CXMT memory. Last year Baidu had a breakthrough where they can mix and match Chinese and western chips to train AI - [https://www.tomshardware.com/tech-industry/artificial-intelligence/baidus-ai-breakthrough-can-meld-gpus-from-different-brands-into-one-training-cluster-company-says-new-tech-fuses-thousands-of-gpus-together-to-help-sidestep-shortages](https://www.tomshardware.com/tech-industry/artificial-intelligence/baidus-ai-breakthrough-can-meld-gpus-from-different-brands-into-one-training-cluster-company-says-new-tech-fuses-thousands-of-gpus-together-to-help-sidestep-shortages)
They are making them in house these days. CXMT is making memory. Apple wants special permission from the govt to get memory from CXMT. They can't have access to the latest NVDA chips so they are getting better and better in house. Huawei and SMIC are only 2 generations behind and catching up fast. They have no problems with energy and water for data centers that are less efficient.
Why are the analysts still calling for $300 NVDA this year? I'm just not getting it.
If you are holding NVDA, get OUT!!
I realize what happened. Every schmuck who can't get a job before their student Visa expires magically gets hired into Amazon a week before they are supposed to leave the country. (Amazon aggressively keeps hiring desperate people to meet their 20% firing quota). That being said, this 'intern' used Agentic AI to commit code. Yay NVDA to 20 Trillion EOY [https://health.aws.amazon.com/health/status](https://health.aws.amazon.com/health/status)
On the one hand NVDA looks like it could have a ripper of a day up. But I’ve also been hurt this week and know better.
NVDA is down-2.5% 🤡, we are doomed today,
NVDA what the hell, cut that out
I don't know which of you uneducated line readers need to read this, but it doesn't matter. Look at any chart and you will find them. Just looked at NVDA 6 month and I see no less than 4 of them. It also strictly only indicates the end of an uptrend. We are definitely at the end of an uptrend and I don't need a shape to confirm this.
NVDA and MU ripping is the most sexiest thing that can happen in the market
I got fucked over hard when I sold my NVDA stocks for 170$/share back when war started thinking war is bearish. Turns out I'm regarded and war is actually bullish af. But I guess now finally all the bulls got mowed down by the regarded machine Gunner suits with endless capital.
We need some traffic light signals on the board Straight Open - Red / Green Suicide Warnings - Red / Green Kospi/Korea Dumping Again - Green NVDA above 220 - Red
My NVDA calls dont seem to notice it just yet lol
Same people who ask “Can NVDA 10x from here” Gee, I don’t know, does a single company being worth $40 trillion dollars make sense?
For people holding Semis and NVDA: 😭 For people that quickly sold off everything AI-related when they first saw 2 consecutive days of 10%+ drops on AI-related stocks: 😎/😅
🙏 Dear market Gods I beg you. DRAM 50+ may all semis pump hard - NVDA, AMD, SMCI. in SOXL we trust
Don't worry, I didn't full port anything and all my shit is still down massively outside of SPY, RDDT and NVDA. Even buying energy stocks when the war started didn't help.
I mean arguably if it went that low and the contracts are still in place, a bigger company like NVDA would just buy MU rather than MU buy itself.
The absolute travesty that AI slop has become. NVDA has miles to fall once the leading stocks (memory) come back to earth
**Are you under the impression that these open weight models like Kimi can just run on any old server or desktop? These are still massive models that require dedicated datacenters/cloud servers to run. They still need huge GPU clusters, so if a company wants to run it on their own, they will still need (neo)cloud or their own datacenter.** They need insane amount of compute. It's a 2.8 trillion parameter so you cannot run this at home without a datacenter/cloud. So NVDA, AMD and the Neoclouds should all still benefit from the rise of open weight models.
I’m going to get margin called again. I should’ve sold my NVDA car options here before yesterday when they were in the money
Not necessarily in a tough spot but the NBIS is a neo cloud to its core. It offers compute. They have good pricing power due to compute constraints and because they have a partnership with NVDA to get their chips. With hyperscalers making their own chips for inference and offer an enterprise suite of products along with their compute. NBIS will have a tough time competing with the giants. Once the demand and supply stabilizes then it needs to find a way to compete with the big 3. Can it? Sure but it won't be easy especially if the macro climate changes and rates go up.
NVDA is a mid-cap? Are you mid crack?
True, but some stocks move less than others. For example NVDA is in the same sector but it's not going down as much.
NVDA/QQQ/MSFT are the main ones I’ve been sticking with that make up most of my profit
AAPL market caps bigger than NVDA
Why has NVDA done sideways for a year while earnings doubled? Look at NVDA and you'll see MU's future.
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 🤷♂️