Reddit Posts
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
I Think MU Beats NVDA From Here And Yes I Know That Sounds Insane
NVDA update – slow grind higher, nothing exciting yet
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
Alright degenerates, memory just got taken to the woodshed on June 5. SOX down 10%+ in a day, MU/MRVL/SNDK 11-17%. Now what?
OpenAI files for US IPO after Anthropic as AI giants head to public markets- Moneycontrol.com
Why does Jensen want to pump QCOM?
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
spacex is going to bend every retail investor over a rocket and elon is going to personally charge us for the lube
'Big Short' Star Steve Eisman Warns SpaceX Will Be A 'Retail Cult Stock' With A 'Crazy' Valuation Compared To NVDA
Everyone wants SpaceX. That’s the problem.
Cleveland-Cliffs (CLF) — The AI Infrastructure Chokepoint Nobody's Talking About
Despite Friday's pullback, I'm still +65.8% YTD
While everyone fights over NVDA, IBM just made a bet on $THREE
I ran NVDA and AAPL through 15 frameworks today and here’s what came back.
SpaceX Could be $22.5 billion on selling pressure in the first 5 minutes - A 16x of the highest averaged minute trading volume on a given day (NVDA)
SpaceX could be $22.5 billion in selling pressure in first 5 minutes - a 77x of highest ever trading volume day
Posted in r/investing w/ good feedback, sharing here: NVDA's Q1 FY27 earnings call graded for credibility, guidance claims vs financial data
That one guy who bought $NVD thinking it is $NVDA yesterday.
I went through the AVGO transcript line by line. Here's what I actually found.
I graded NVDA's Q1 FY2027 earnings call for credibility by cross referencing guidance claims against actual financial data
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
I sold everything. AI is a trillion-dollar hallucination and you’re all exit liquidity.
I’m all-in on $NVDA and I have no idea what I’m doing.
$NVDA is a goddamn psychological warfare – are we buying the dip or catching a falling knife?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
$RUM Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
The timing on this is impeccable. Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th
The Nvidia China Dilemma: Is Wall Street Blind to the Looming Tech Decoupling?
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
I just realized NVDA is stable because tomorrow is the ex-div date
I messed up again— “best of luck to you” - Schwab Risk Management Team
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
The market has discovered electricity and now everything is bullish
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
Spacex, OpenAI, and Anthropic IPOs are investment opportunities and don’t let anyone tell you otherwise
LAM research, the next AI slop stock that will reach 1T USD.
AI IPOs are software stories, but the bottleneck may be physical
AI infrastructure is turning the whole market into one giant NVDA side quest
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
We might be setting up for the biggest AI rugpull ever
4 year road to 1 million. No options, only stocks.
AMD’s price has massively detached from forward earnings expectations
$ELMT - The Pentagon's Only Tungsten & Moly Plug
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
[REQUEST] SPCE Financial Gore
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Quality is a gate. Fear is the ranking.
Nancy Pelosi may have just made 7x yearly salary in one day According to her most recent annual filing, she owned up to $25M of $NVDA Today Nvidia is up +5% That's ~$1.25M of potential profits Or potentially 7x her yearly salary, in just one day. Screenshot from: Stock Insider App
No Huang Answers : NVIDIA GTC Taipei 2026 Keynote Sent the Jensen Bump Across the AI Food Chain
$FLNC DD - If $NVDA is selling shovels, then $FLNC is selling power bars to the laborers using them.
From 50K to 1.7M+ Trading Shares Only (No Options)
From 50k to 1.7M+ Trading Shares Only (No Options)
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
NVDA to the moon ($300+) and here's why...
Mentions
I was up big time in 2021 and 22. Didn’t sell but portfolio was way way down. Closed the fidelity app and didn’t look. Really glad I did that - especially getting NVDA at $13. Even with the recent decline, I am up big and glad I stayed. This time I am heavy semis, and that’s ok with me cause I want LT tax treatment when I sell and I also AI is our biggest export. Seems pretty logical to be invested in our biggest export, so going to DCA and buy bigger on red. Prepped for this and have half cash to shop. I’ve had a couple call options go deep south on tbe drop, and bought some $300c Jan28 NVDA leaps to make up for it. Im still bullish semis - and think we are just getting started despite being bubbly. GLTA.
Does fidelity allow options Trading pre-market hours? I have NVDA 210 calls because I forgot about CPI data 😢 😭
Hurts, especially if it was NVDA at $300 pre split or ARM at $265
GOOG AMZN MSFT NVDA all juicy here but market is fuk. All cash until this pullback is complete
That's pretty slick. Makes me all bulled up for NVDA too
I am a anon market maker from a massive NY trading floor. QQQ gap ups tomorrow closes +3% and NVDA melts up to 225 +7% Prepare for multiple 10x option plays tomorrow 📈
Some of the most well known companies on earth are trading at a discount and out of favor! MSFT, NVDA, MELI, NOW, just to name a few. Patience and conviction is key though.
So you're basically saying you hope to make money from people who have no idea how to put valuation on a stock, and you hope there is more of them, then there are of you so you can take advantage? I made my life changing gains from actual profitable companies such as NVDA AAPL AVGO MSFT GOOGL AMZN MA V. That is what most investors do. I guess you just want to roll the dice.
So all these companies are spending hundreds of billions on tokens to create what? Literally what has been created? Are they just lighting investor money on fire? “Using AI”, yeah great, what are you building? What’s being made. This is so bad. Disclosure: NVDA 250c cause I’m pretty confident they’ll give Nvidia all their money before they figure it out.
I noticed CRDO and AMAT stayed green, NVDA flat. Are these the new defensive stocks?
So are you telling me on day it will be worth just as much as AMZN or MSFT or GOOGL or AAPL or NVDA or all of the above? The IPO is being sold to people who have no concept of the valuation.
Sure it's only $2.45t valuation no biggie. Why not have it pop 200% so that is passes NVDA in market cap?
Most valuable company in the world, $5T market cap, NVDA: Am I a joke?
"Selling $100 of NVDA" is "something has to be sold to buy the new stuff". Funding the purchase requires cash whether you are purchasing primary shares (newly issued by the company) or secondary shares (from an existing investor).
I’ve been saying NVDA 250
Selling $100 of NVDA to buy $100 of MVL doesn't change the total value of the market, you've just moved money from one place to another and the market as a whole is still the same, just rebalanced. But when a new company enters, either new money comes in to buy it up, or something has to be sold to buy the new stuff. If new money comes in then all our portfolios will hold. But if investors liquidate existing stocks to buy SPCX etc. then the entire S&P 500 will drop.
Getting more positive NVDA here relative to rest of AI complex. MU incrementally cautious. Some interesting prints later this week, will be playing RH and ADBE.
NVDA is definitely valid just like AMD. I just listed some quick multi baggers off the top of my head.
Cracker Barrel is now supplying NVDA with chips
I’d just like to know what the odds are NVDA goes up 10% tonight/tomorrow
NVDA will be an easy 30 points from here. Quite the "value stock".
If cpi ok I will full port mrvl and NVDA
Surprisingly, NVDA is the one stock I haven’t touched.
All regards who bought bought NVDA at $200 and didn't sell 2 times in a row unite
This is tanking the market. We are currently off the lows. CNBC just kills me. They’re saying AI is done and rotation to safety. So, toilet paper (P&G) has higher growth potential than NVDA. CNBC will say “new highs” next week or when Trump shuts up.
Was on a plane to Valhalla and bought calls on NVDA. Now I’m stranded on an island talking to a palm stuffed volleyball. Fml.
Well NVDA is like...one of the largest companies in the world, so yeah that probably falls within some parameter of reasonable, given it literally prints bajillions of dollars every quarter.
My best buddy made 150k off of NVDA so yeah
I had a 1000 buy for NVDA at 198 fml
So when are the 1-year price targets for MSFT and NVDA going to come back to reality? Both are ~ 50% higher than today's price lol.
Imagine not buying NVDA under $200 during this dip
Chef's kiss for that NVDA V.......
Today is legit my daughter's 6th birthday so Imma need God to give me a break and pump NVDA to 220
the real dip today is NVDA at $199
I feel like those $190 NVDA puts might print am I beyond help or a genius.
Couldnt fit NVDA, MARA, AFRM, CRCL, LMND, CRM in the acronym.
Sometimes the best plays are the most obvious plays, NVDA bouncing off 200$.
I really thought NVDA would go down to 198
NVDA calls at 200 was free money. Congratulations if you got in!!
Day NVDA V is spectacular
Yeah I bought more NVDA at 200. Yes you’re allowed to make fun of me.
They got every machine spamming NVDA cause if it falls we are toast😂
We believe the chart is trying to spell NVDA
NVDA literally invested in MRVL. No fucking shit they think its a great opportunity, its kinda implied seeing as they invested 2 Billion into it. And it actually pumped over 50% on those comments. Bubble insanoity
I'm waiting for both to fall a bit more. I will invest a STUPID amount of money in GOOG if it hits $329. I know asking for $329 is aggressive, but who knows. We could continue dumping for a few weeks. I like NVDA a lot at about $185. Again, aggressive, but let's see
What bubble are you talking about ? The META 18x forward p/e ? Or maybe the GOOGL 25x forward pe ? Or even the MSFT 23 forward pe ? Perhaps the 23x NVDA forward pe ? If this is a bubble at all time low valuations with some of the most insane growth we‘ve ever witnessed then the market should‘ve crashed every year since WW2.
And here comes another NVDA dump cause nobody wants to play with that trash anymore
I wish I had the remote from the movie click so I could fast forward to NVDA $315 and show her why they’re fuk
I wish their macro people would align with their stock analysts. They've got 100% upside targets on NVDA SNDK and others.
I've seen enough from NVDA. It's done
Perfect time to buy NVDA 220Cs
NVDA 200+ it was nice knowing you
NVDA broke below 200 gentlemen .. it's time to reflect on our trading activities
Who was asking NVDA below $200, it’s here already lol
NVDA hit below 200 gg
I need a break from you retards !banbet NVDA 500 30d
Why the fuck is NVDA trading at 19 fwd PE
NVDA market cap is still 1.2x larger than that of the UK lol
I know a guy who is on vacation and is also a fucking NVDA die hard and hes deff freaking out on his trip lol
NVDA gang checking in >!to therapy!<
In the past year... NVDA are up 40%, AAPL 44%, GOOG 100%.
NVDA forward PE about hit the Teens
SPY can’t go lower. NVDA not go below $200 by any chance. This is the bottom.
NVDA dipping is the dumbest shit ever man, literally 18-20 forward PE now
Good time to pickup up NVDA and MRVL.
What the hell is happening to NVDA ?
I just put money into NVDA and DRAM last Wednesday. I didn't go full simple-jack.
Is there a legit possibility that NVDA is just a sanctions evader and selling huge quantities to china? I know it's been talked about a lot in the past
NVDA gonna dip below 200?????
The Corrupt Cantaloupe or the NVDA CEO and it'll make the only real decisions
I sold all my shares, transferred some out to safe account then doubled down on calls Literally on my last stand NVDA 10x220c and 25x230c for Aug 21
NVDA going to lose support if it falls below $200?
NVDA is falling below $195 eow
Only another 90% drop for NVDA to be fair market value (don’t get mad millennials it’s called a joke)
NVDA announced that they're never making money ever again
At this point, you couldn't pay me to hold NVDA in my port. Wall street has moved on and they lack solid diversification
I’m buying more NVDA and GOOGL here
Dont worry NVDA bulls, when AI stocks rebound tomorrow and everything is +10% NVDA will be +0.5%
Should I buy and build a long-term position in NVDA or GOOGL? Everything's falling.
Today and tomorrow are the fundraisers to sell and have transactions clear to have cash for the IPO on Friday. I'm a bol, but tomorrow is probably gonna be worse than this. I gambled by selling NVDA poots.
NVDA 190 soon, let's gooo 🥭
Bought more NVDA LEAPs......
thought NVDA would have support but nahh
Market cap to GDP ratio 238% Dot com bubble 148% TSLA and NVDA need to get the sex bots built quick
NVDA and MSFT weren't invited to the pump, but will show up for the dump anyway
You guys still buying NVDA?