Reddit Posts
Me convincing my index fund buddy to catch the NVDA knife with 11/20 calls
What's the Bear case or downside for SNDK's 8:1 upcoming split?
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
Broadcom (AVGO) hit a 52 week low yesterday. Headed lower?
Breaking: Actual footage of NVDA bulls at open monday found
This is a political hit job by the powers that be. Don't fall for it! Buy NVDA!
The kind of news that drops when you've just loaded up on $NVDA
How anti-data centre are the Democrats really?
Is this actually an AI bubble burst, or just macro repricing?
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
I think in SIX MONTHS people will be regretting selling or not buying today
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
The Valuation Disconnect: Why are cash-rich Tech & Hardware stocks trading at half the valuation of Consumer Staples?
They said a poor man couldn’t make money on nano futures.
and they said you couldn’t make money on nano futures…
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
AI bubble popping. I'm rotating 100% into the only moat that matters: floor mats. CTAS to the moon 🧻🚀
Never thought my first 5 figure movement would be south but here we are
$4k to $14k to $2k on MSTR, NVDA, and BE
+$400k into NVDA - fuckin shit buying when others are fearful is scary as fuck
It's even better today 😀 what a month! -$2.9m
Buy Semiconductor. Buy Oil. Do not get fooled by these so called "value stocks"
Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF
October winners, keep them or substitute for losers? Sell Nike stock, buy NVDA?
Did the AI bubble burst last week?
Cheers to a change in Washington, but WATCH OUT for the falling knife in the markets
Do you still earn money buying far OTM options if price moves in your direction?
Apple Earnings Preview Discussion
36 options picks during earnings week: 31 expired worthless, and all 5 losers were flagged
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
It's not a crash. It's a correction
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
The face of someone who just discovered the dip has a dip
Asimov imagined the robot economy 70 years ago. Here's the AI trade everyone might be missing.
NYSE to bring all-or-nothing options to stocks and company earnings
NVDA just cucked the entire AI scene and anyone barely noticed.
A one-time gig to monetize your loss porn 🤝
Hear me out regards: Is Phase 3 of the AI boom actually crypto? 🧠🚀
$AAPL just surpassed $NVDA to become the world’s most valuable company.
Apple may overtake Nvidia tomorrow
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
The real hedge for today’s bloodbath $NVDA
Insiders dumped $21B of stock in Q3 and bought $923M
Hi Mr. BURRY, Is it still Circular Financing if Chinese Companies Buy NVDA Chips?
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
30K to invest - Oct 19 Market open
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Why is market crashing again? I'm so sad.. I cannot habibi
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
Mentions
If I recall correctly MSFT bottomed when the Big G came out and admitted his affair, so this is very likely the bottom for NVDA before it heads to 250+
Do you think the Jensen spy news will have an affect on NVDA stock price?
I see Dell and NVDA
I think NVDA goes up because assuming market believes the Chinese spy rumour, Jensen clearly a got game 😆. Hope it's false that he had an affair though.
lost 4k on NVDA so i made sourdough instead. the bread rose faster than my portfolio ever will. cope is real and it tastes like yeast.
Which is why I'm hanging on to my NVDA and RKLB lol. I bought into NVDA in 2021 and even 2022 saw a large decline in share price that shook out a bunch of people - these things happen. It's part of why I'm not worried too much about the recent declines.
NVDA was down up to 80% at various points, high beta stocks do have large drawdowns. On the other hand, if you had bought $1000 of NVDA shares from its IPO and never panic sold during those insane dips, it would be $4m+ now.
Soooo bet on big otm puts of $NVDA tomorrow??
People forget Nancy Pelosi is absolutely bricked up on NVIDIA and Bloom Energy stocks. 40+% of her portfolio is on NVDA. She's not trying to see her party create a data center slowdown lol.
At this point NVDA has enough weird headlines flying around that flat honestly feels bullish
That is why you choose stocks that have high IV and do not go anywhere for years; AAL TSLA NVDA until some 10x and you regret you learnt options trading for the rest of your life
For anyone else holding 11/20s, Friday's session in that chain: the busiest contracts against open interest were the $110 puts (12,450 traded vs 5,584 open) and the $320 calls (5,694 traded vs 3,538 open), so both tails traded heavy. The most gamma sits at the $200 strike, then $210 and $190. Close was $186.64. Data: NVDA option chain, processed by Equibles.
So if there is a slowdown in data center buildout, or more regulations, the big winners will be MSFT, GOOG, and AMZN because CapEx will moderate? And the losers will be NVDA, AVGO, and other semis? Just trying to get next week's narrative straight
Flat. NVDA CEO banging china spys now. Who knows
I’m not buying anything until end of week maybe. But I think we’re near the bottom. Probably nothing happens until NVDA earnings though :hmmm:
What about this espionage allegations? If NVDA falls to 150 or below it over even more. Which I think we keep falling anyway.
Who said memory is destined to be a falling knife? Some form of memory will always be in demand. The memory maker's financial performance is all about price gouging - revenue, profit and margin all soaring. Contrast that to NVDA where margin is steady yet revenue and profit are soaring - it means they are actually selling more product. As the memory maker, you can either continue to try and gouge on price as more capacity comes online - again this will just encourage alternative solutions. And keep in mind the companies causing the demand and price spikes are also the ones with the deepest pockets. Or you can try to sell at lower margin but effectively decelrating your financial progress. This is why the multiple is so low on the memory makers - their path forward isn't so clear.
i made good money on NVDA puts :)
The money angle is smaller than the headline: in NVDA's fiscal 2026 10-K, revenue billed to China and Hong Kong was $19.68B out of $215.94B, about 9%. Two years earlier it was about 20% ($12.33B of $60.92B). The US was $149.62B last year. The catch is billing location vs where the GPUs end up, which is what the Megaspeed/Alibaba part of the story is about. Data: Nvidia 10-K geographic revenue, processed by Equibles.
buy gold. Sell NVDA
Interesting. Most of the data seems to point at split stocks over-performing afterward by notable margins, but it's also pretty hard to tease out market sentiment, etc. at the time of the split. When AAPL did its numerous splits, it decided to do them when the hype was in their favor, so it made getting on the bandwagon more accessible. Same for NVDA. At this point I have no point but to be patient with this corner of my portfolio. Down 50%. My hope is that in \~2 years it's at least in the ballpark of where I started.
McDonald’s - CEO NVDA - Wendy’s
NVDA is gold. Or maybe it was?
I mean NVDA is massively up over the last years …
I don't know NVDA also makes memory, my bad
Know many people who worked in various NVDA departments over the years, from what I understand jensen is a very smart and involved boss. Not overbearing but in touch with every major team even some mid level staff
NVDA will RIP tomorrow as dumbasses realise that CXMT can't compete with NVDA and this sellout was irrational ?
I don’t think they will either but the market seems to fear so. I have 40% of my retirement in NVDA 40% in SPCX and 20% in MSFT/GOOG so I’ll be going down with them
I'd cut my losses and try to make money off NVDA's volatility these next couple weeks
NVDA is supported by massive buybacks and Taiwanese stocks have traded much stronger than US stocks in general. I think good news from OpenAI or Anthropic is now needed for semis and especially Broadcom.
NVDA… god candles next week!!
NVDA is a better buy. MU is great as well, but comes with significant uncertainty.
Always wise to wait for secondary confirmation. Most of those stocks swung back on Friday (only slightly on NVDA and META, though), which is fairly typical after a large shellacking in the market. The Anthropic IPO on the 15th is the day you should really circle on your calendar. If Anthropic goes public and flops, then the *real* dip begins. And NVDA may not be as insulated as you think. OpenAI, CRWV, and Anthropic are pretty much NVDA's biggest customers right now, and all four are basically in the world's greatest drum circle. A bad Anthropic IPO means it turns into the end of John Wick 4. NVDA won't go bankrupt, but it'll definitely have a big scar after it's over, especially if AMD or another semiconductor company decides it's going to chase the market NVDA left behind. As for me? I won't be buying the dip come Monday. I'm reinforcing my shares in BND. If there is a dip, bonds are gonna skyrocket.
This feels like bearish arguments I read about NVDA in 2023 and 2024 everytime it had any pull back. Demand for memory is beyond imaginable. Margins are not coming down anytime soon and even when it does eventually, theyd be selling dozens times more memory than 2 years ago and margin will stay above 50%. I bet we will never see memory oversupply again in the next 10 years.
"Its icky. Its icky how they dance with their butts" - me as the new NVDA CEO when asked about women. Like im so doughy and stupid they could just walk out with my chips anyways i guess
Worried about those NVDA puts I see
NVDA's moat is CUDA. AI was developed on CUDA platform for the past decade. If you don't use NVDA GPU, you don't get to use CUDA. CUDA is 2 decades old, has continually been enhanced, and is entrenched into many engineering and scientific applications. It isn't going away any time soon. MU SKHY and Samsung's moat is fab. That's really it. There have been rumors circulating that TSM is considering getting into the memory fab business. That would mean any chip design company, such as an NVDA, could design their own proprietary memory chips and have TSM produce them. Of course this cannot happen overnight. One of these moats is much wider and deeper than the other. That is why you see such a discrepency on NVDA versus memory chip valuation multiples. Just imagine if a day comes where TSM puts out a press release indicating they are entering the market. A pile of $700b in net profit just becomes worth $700b, there is no multiple assigned to it. You get the multiple when your expected net income trends to $200b, to $275b to $375b... etc.
Breaking news: Californias newest thruple law was actually recommended by NVDA CEO Jensen Huang.
Without Jensen NVDA is fugged
>INTC recent earnings and disappointing forward guidance has nothing to do with anthropic. their poor guidance was 100% on PC business. their AI segment grew according to expectation. intc is still mainly a pc and server business. even their tie up to make chips for NVDA was for CPUs, not GPUs. their stock price ran up after the US and NVDA bailed them out earlier in the year.
[NVDA CHIPS WILL NEED NVDA RAM](https://x.com/wallstengine/status/2119132917893112233?a=4z6UE9XXeX-K-BVHOWQ&s=19)
Damn, now that I think of it, this could literally be a repeat of 2008, where they package debt from good AI companies (NVDA + hyperscalers) with garbage AI debt (OpenAI, Anthropic, CoreWeave, etc) and light another CDO dumpster fire
NVDA just had ath like 2 months ago
NVDA deserves ath tbh even if ai spend slows
wife since 1988 and both of his kids work at NVDA now
This will send NVDA to ATH won't it.
how much of qqq and spy is NVDA
All the bot posts spreading Armageddon on NVDA makes me somewhat comfortable holding my calls. Everyone and their grandma is short 😆 that means only one thing Fucking 🌙 time
IIRC, Jensen didn't even attend Donny's inauguration, chose to spend time with NVDA employee (or Alice LMAO) in Taiwan instead. He publicly kisses Donny ass a few times recently, he probably realized how much power POTUS has.
She sucked the NVDA market cap right out of him.
Where is Pelosi and the other members of Congress on their holdings of NVDA?
NVDA 150P play?? https://preview.redd.it/sbd1kys7ba0i1.jpeg?width=1500&format=pjpg&auto=webp&s=261fc4bff606cc07ccbcd2ef3dfec05e4e1eb5cf
NVDA 150P, is that the porn poay??
just though i should upgrade to a rtx 5090...then i saw prices, going all in on NVDA monday morning
Hedge funds are reducing their exposure to AI. If you look at October, consumer stocks and india market went up while Korea got fked. Walmart and dollar stores are the inverse of the AI market. If these stocks continue to go up, NVDA is pretty much on a down trend. It's also very weird US release the news of Jensen with Chinese spy right before midterms. Weather its to remove Jensen from NVDA or forcing him into a deal, there is an intention to fk NVDA for sure.
Did you blow the CEO of NVDA?
told a friend "fuck it, short NVDA" and had a good laugh about that obviously ridiculous idea . fuuuuuuuck
but NVDA has its own ring of circular financing
NVDA wasn't really part of it
Is the Jensen news good or bad for NVDA?
The preponderance of these posts makes me think that the time is now to go balls-deep into NVDA and the likes.
So my NVDA gains depend on who Jensen’s allegedly fucking now? Great
I am managing long-term due to not needing the extra cash. In addition to diversifying my portfolio to cover a range of sectors, I opted to purchase physical gold - also a long-term hold. I will likely keep my NVDA and sell most of my other tech that I do not feel will perform very well. While i do not believe that regulation will hyper-inflate the AI sector, I feel that regulation will provide assurance; thusly providing an opportunity for growth
Am I late to the convo for Jensen H, Chinese spy girlfriend and NVDA dump?
NVDA story is worse than H3H3 and Ned Fulmer 😭😭😭
worst case this is the sort of thing that causes a recession. How can the market even rally if the largest market caps have their money in this ipo what did they think would happen? NVDA didn't do that they bought back shares and did the opposite
Who bought NVDA on Friday raise your hand
I said full port NVDA last night. What does she say this morning? NVDA calls because she's soo smart and everyone thinks NVDA's going down on the Jensen news which means it will go up! SHE'S A FUCKING LARP
AVGO and NVDA criminally undervalued. Both growing 50-70% next year. Quick service restaurant stocks have outperformed them the past year. Makes no sense.
End of the line AI companies like Anthropic are not currently profitable, yes, but the overall semiconductor industry is extremely profitable. Take a look at profit margins for companies like NVDA and MU. Even if today's AI software companies have yet to turn a profit, there is still massive demand for the underlying hardware (chips and memory).
NVDA split announced, half stock for mrs.huang and half debt for chinese spy
I full ported NVDA. Am I fuked ? Holy fuk
Analyst on upcoming NVDA earnings call : "*Thank you for the question. Could you double click on the competition landscape, specifically from China. Would you consider it a stiff competition where penetration is obstructed both by domestic and foreign factors. Given the recent mid terms, would you think there's gonna be a stroke of luck in extending your products into this market and if so, which product gap do you consider most conducive for immediate insertion?"*
While it was reported last Thursday, it’s getting too much traction and eyeballs to not have a negative effect on NVDA come Monday
I’ve been waiting for this and with weekend news in NVDA i’m buying more.
Lmao NVDA spy scandal is gonna drag all tech down liquidating you to zero
Man and here i was feeling proud i scalped $100 off of an NVDA call and then put yesterday morning. Good job lmao
Question is, who paid all the news outlets big money to write the articles? Who is shorting NVDA that hard huh?
You know NVDA should rally because fucking Chinese spies says the CEO doing everything possible to make sure his company succeeds meaning that he is willing to go beyond legal means to place NVDA on top.
Government is going to replace him but keep NVDA.
NVDA chips in every Tesla and the teslas will network together while charging to form a massive data center.
I bought NVDA for split a adjusted $2.50 and sold it the week before COVID to buy a mall REIT
This is bullshit. Biden banned chip exports as soon as chatgpt showed the power of AI. Trump removed this and NVDA exported. Now they're trying to show "oh, it was all Huang".
Isn't the entire basis for the AI trade, NVDA, RAM, everything.. is that AI Models will be profitable?
TSMC is producing DRAM for NVDA. MU is FUCKED
Sooooooooooo, NVDA up or NVDA down?
I'm surprised they got this onto FT somehow. Anyway we'll have clarity at end of day Monday - by the final direction NVDA moves. Ima put some money down too, because I hate liars.
AMD NVDA merger fuck yes please and thank you
I'm curious to find out which fund is short NVDA monday. It's kinda funny seeing how fast they keep reposting that same Jensen story, modified a little everytime.
So... TLSA and NVDA announced some merger?
NVDA doomer bots in full force Bros this stock is oversold and will pump you want it or not
What is happening with NVDA news? Isn't that 9 days old?
Hahaa... I love that they now outperformed NVDA 1 year!! Thank you thank you thank you
The bagholders saying GOOG/NVDA/insert semi here will recover are not really much different than the GME holders who "diamond handed" the stock after the short squeeze
NVDA has always seemed expensive to me so I have unfortunately never gone all in. Watched it 10x from 2015-2018 during crypto bull market. Then ethereum crashed and so did NVDA since nearly all the demand was from crypto mining. 2019 would have been the year to get back in but gaming was the #1 division for NVDA at that time and I didn't anticipate that market growing (I mean who would have predicted everyone being stuck inside for 2 years and the insane demand for PC gaming). A lot of stocks boomed during 2020-2021 (meme stocks, weed, EVs) because of free money, people bored, 0% interest so I don't think this was a screaming deal for NVDA but it went up all the same. September 2022 was the last good entry point for this stock (and many others due to the bear market). If you saw AI on the horizon and got in then, kudos to you. You will probably succeed in the next market narrative as well. All of this rambling to say, if NVDA falls 80% from its current highs, it is worth picking up because whatever they pivot to in the future (maybe they go all-in on autonomous vehicles and robotics) is probably gonna be a winner. They have been the beneficiary of multiple different boom cycles (crypto, gaming, AI) even though these are all very different applications. They also act as a pseudo investment bank at this point with all the financing they have been doing so they can snatch up businesses and expand into growing markets (who's to say they don't pick up a biotech AI division similar to what they did for autonomous vehicles). Thanks for attending my tedtok where I calculate how many millions I missed out on by not yolo'ing $10k a decade ago.
NVDA story nothing burger. stock unchanged on XYZ weekend trading