Reddit Posts
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
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Mentions
NVDA now heading for 86.00 per share according to the charts
I bought NVDA into my IRA today. It might fall a bit further but I think this drop is overdone.
+17.58% after today. Outside of FXAIX 401k contributions, about 10% of my portfolio is AMD, GOOG, MSFT, INTC, NVDA in order of size
Too much over reaction. US GDP, $30 Trillion, beyond any single party left or right BigTech know how to work with both wings. Whoever invite, they go along to meet their profit margin, left & right doesn’t mater $GOOG $META $MSFT $NVDA $AMZN $CAT $JPM $GS all saw many midterm before
NVDA is going sub-$100, still lots of time to short
did NVDA go bankrupt or what?
NVDA -10%. You really don't see that too often
Bubble-pop triggers: **still 0 of 4** * **Capex**: being raised, not cut. * **AMD/NVDA guidance**: AMD beat. * **Memory prices**: contract prices are still rising. SNDK just beat for a sixth straight quarter with data-center revenue +61% q/q, and MU has 75%+ of FY27 committed. * **Credit event**: none. This is the Cisco and HDD pattern at full speed: the stocks collapse while the business numbers still look great. Selling everything on the biggest retail capitulation day since March 2020 is historically one of the worst-timed moves you can make.
Are you seeing the aftermarket on NVDA, aftermarket action is propping up the price to be >180,. 104k traded in this 15 min candle. insane.
The number one sign of incoming AI collapse was NVDA selling its data center bonds.
NVDA in the 170s now. Mother of God.
I’m calling it. They will pump this into NVDA earnings/Anthropic IPO.
I dont know shit about shit but the rebound on Google and NVDA will be legendary.
NVDA is all AI. without AI, there's no NVDA. you can look at it anyway you want
Wanted to get in for a quick MU and NVDA flip but became a community member instead
$NVDA $SMH $MU $AMD over reaction Data center use some unused land, convert it to vibrant town with high tech workforce. More construction jobs by expanding datacenters. Left or right wing doesn’t mater, all big companies work with both administrations. \~8000 datacenters project nation wide. Big semi demand GOP approve all 8000 projects next few months possibly, still semi big demand next few years, big earnings spike https://preview.redd.it/01fg0b3yivzh1.png?width=1063&format=png&auto=webp&s=1549272a53461af62c550f8298eba2e93bf91681
This idiot thinks NVDA = the market lmao
It depends on which companies you're talking about. NVDA was at an ATH not long ago. AMD, ARM were also doing well. S&P hit a record yesterday. The down trend in a lot of stocks over the past month(s) have been due to funding, increasing interest rates of that funding, and ROI. The main reasons today are a federal government and many states, TX mainly, with soon to be leaders who are actively slow data centers and AI development. That's what caused today's sell off, and the one in these companies yesterday.
NVDA been cooking the Books. Loaning money to AI companies who buy NVDA chips and they claim it as revenue. I’m 100% out of these stocks until the dust settles.
I wish I had your Bloomberg terminal! I was arguing AI in general and just hijacked the thread. The neoclouds are in a precarious position where larger players can swamp them with better access to capital, bigger volumes, existing facilities, access to talent. SPCX $40B commitment to NVDA can squeeze product availability for smaller players and allow it to snatch up assets when they can’t secure uptakers because they lack product. For example.
Lol, WEN(Wendy's) is outperforming NVDA in past 6 months.
6 month returns: NVDA: -7.5% DNUT (Krispy Kreme): +25.34%
You're a dumbass, you keep putting words in my mouth like NVDA going under. I never said fucktard. I don't care what you think, my portfolio is bleeding green especially after today.
Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high https://preview.redd.it/9b4r6812evzh1.png?width=1063&format=png&auto=webp&s=0b139c46cf7dee59c27b0cd3dc1cac3684e9654e
Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high
And for the record, I don't expect NVDA to go under, they aren't the one's drowning in debt. I expect NVDA to come back to reality. Oracle and Coreweave though, I think those companies could very well go under.
I'm a software engineer who used to work on Azure datacenters at Microsoft. I also have experience in training AI models. So you can pretend I don't know what I'm talking about, but this is literally my expertise. I said I have long-dated puts, I'm not long NVDA at all. As in I made bets that NVDA will go down in price in the coming year. Most of those are up 50-100%, so yes, it is panning out exactly as I expected. Check my history if you want, I posted a DD post months ago that made it to the front page of WSB. If you followed literally any of the put positions I suggested (NVDA, ORCL, AMD, SOXX, TQQQ, SNDK, CRWV)...they are all up.
So? Intel is down over 50% over the past month! Individual stocks crash all the time. Are we talking about NVDA or the market overall? Pretty sure the big news is over what the market is doing.
Nothing new here. When the market was up - especially the semi - people were popping champagne as if it would keep going to the moon. When I said NVDA would come down they called me an idiot. And now every one of those people are panic selling. No conviction, no understand of how it all works, fantasizing about getting rich in six months. Warren Buffett said it right: it’s become a casino. And now those bragging just three months ago are crying. Rinse and repeat. I’m tired of debating with folks who are willfully ignorant about investing. Good luck.
If you aren't in small cap stocks and the companies you've invested in are large and have a core business that isn't going anywhere any time soon I would just sit and wait on it man. I take you were big into stocks like MU/NVDA?
I was literally warning you retards over the past 2 weeks that NVDA is topped out.. was at 223ish at the time. What happened? Downvotes and ridicule.. Stop thinking like the herd, champ(s)..
wtf is this. You saying TESLA is more profitable than NVDA ? You belong here lol
NVDA rose from 11 (2022) to 220 (2026). That's a 20x in 4 years which is enough time to make gains
The most profitable company in the world NVDA with 75% gross margin is down more than 9%. Imagine NOT buying it today is actual insanity
I have done research into NVDA and the whole AI trade. It's why my whole account is long dated puts and as of today they are almost all in the money. Most are up 50-100%
Forward PE is about 3, for a company with gross margins higher than NVDA! 🤦
NVDA probably gonna release another amazing earnings on 17th and no ones going to know what to do with that.
You want to see $DKNG like earnings Or $MU $NVDA like big earnings
**NVDA just remembered it’s still a stock and not a religion.**
I only buy safe big blue chip stock shares, like NVDA! 🤡 lmao what a crock of shit
Higher interest rate wiping out funds That’s why liquidation today. It’s not data center or semi issue, demand high Who like companies like $DKNG earnings When semi giving big earnings quarter over quarter . MU 52 Billion quarterly revenue NVDA. 92 Billion quarterly revenues All semi in $SMH almost 40-70% down, buying opportunity
Jensen huang you are a son of a btch!! Capital is melting in front of my eyes thanks to NVDA being a pos.
Don't know myself as I don't bet on sports or even have an app on my phone. I think it is batshit crazy that half of the male adult population of the US uses those apps so I'm sure there is a big range. Anyway, point was those calls are pretty cheap to bet on NVDA earnings banging the drum and a pop back to where it just was or above by monthly expiry.
NVDA red for the year. i didn't realize that they declared bankrupcy.
NVDA was also 210 yesterday premarket lol
I'm still up for the month. NVDA was my only pick that got really hammered today.
That last minute NVDA was just chef's kiss.
Is it bad if I just yoloed my entire port into NVDA calls?
The 3-5T companiesnaren't the ones that fell 10-20% today. Except for the ones that do actually make that much money lmao (NVDA)
Are you sure about that. Did you miss where NVDA has been engaging in circular financing from the start of this? [https://www.fool.com/investing/2026/08/19/is-nvidia-engaging-in-circular-financing-some-thin/](https://www.fool.com/investing/2026/08/19/is-nvidia-engaging-in-circular-financing-some-thin/)
At least I am not left holding the nonsense stuff. My NVDA and TSM got hurt, sure, but I am not worried about them closing shop by December like some microcaps will.
Costco with over twice the PE and NVDA. Make it make sense
$APP earnings see it $CPAY Watch $NVDA earnings coming
Picked up a NVDA call for the bounce
AI bloodbath won't be complete until NVDA is back at 150 or less
NVDA you piece of shit. Show some life
https://preview.redd.it/637sb5w1wuzh1.jpeg?width=1080&format=pjpg&auto=webp&s=3d0896e463e24656b9544ea0459d6fbb047d3a5e NVDA!!!!
NVDA isn’t an AI company. They are a supplier of AI companies. Again, its I’m saying I’m not an investor in the miners in a gold rush. NVDA is selling shovels.
Where's NVDA, GOOGL, META going? Even TSLA can fall 75% and rebound 5 fold
Sold NVDA and PLTR calls that I bought at worst possible time, waiting it out in cash and stocks. KO AAPL WMT holding up so far
Damn better yet, y'all need better risk management. I had puts on LMT, ORCL, UNH, TSLA, SPCX, and NVDA going into this week. Exited with a 15k gain this morning, though had I not paper handed it would have been a 40k gain. Should have been obvious that Dems winning means Ellison and Musk were going to get investigated, and share prices would go down.
NVDA is not gonna move the needle because the current issue isn’t about this quarter or next quarters semi demand or even 2027. The core issue is profitability from hyperscaler capex spending, its certain it won’t happen it 2027, and it’s looking more certain it won’t happen in 2028 either.
NVDA is balls deep in me rn and I dont like it
NVDA is going to $150 for fucks sake.
NVDA is a crippled piece of shit right now.
NVDA will buy out the south Korean economy and cause huge rally
$NVDA until NVDA gives strong earnings, AI ramp continues
NVDA -2.50% YTD hahaha. They are the center of the circular financing and now they got SPANKED!
TSLA and NVDA down almost 10%, that's why. TSLA's probably down because there's fears of the new senate/etc investigating the hell out of Elon. NVDA is down because semis are getting their ass kicked
I'm sorry guys, after a long time I decided to buy the dip in NVDA a few days ago to make a quick profit
If you’re not buying March 2027 NVDA calls today what are you even doing here?
Nvidia (NVDA) has approached Apollo Global Management about a strategic plan to build a network of smaller AI data centers across up to 20 U.S. states
The question isn't about AI being on the menu. Sincr 2025 everything AI had huge returns, the market was intensely on the fence at first but with great earnings and narrative they jumped on the opportunity. Then every time outstanding earnings came in and they bought more, to the point that for the price to go up earnings had to go ridiculously high. Perhaps the price will lower too much next weeks or months, and it'll recover. But now the market is totally impatient and wants results to buy in again. And again, MU, SNDK, NVDA earnings can be great *now*, but when AI is showing no long term business revenue, it's a matter of time until the i fraestructure providers go down in price.
This is actually a great opportunity to buy. NVDA is back to the same level it was back in the beginning of January! Down 22% off its high.
That's exactly the point, the valuations of today are pricing in utility in the present. This tech needs years to full realize value and then years to recover CAPEX and then a few more years to become profitable and reduce debt. This is the same as the dot com bubble. Venture capitalists threw money at any company in the sphere without any actual value being demonstrated. Turns out the internet did everything they said it would and it completely changed how people shop, interact, work etc. However a bunch of companies that were pumped up in the hype and the telecommunications giants that were rock solid for decades and were building all the fibre optic cabling collapsed. The issue is that you are exit liquidity after venture capitalists threw tons of money at the new tech and built hype around it. These valuations outside of NVDA and TSM are completely detached from reality. They will return to sensible valuations and flatline for years until certain companies, maybe OpenAi or Anthropic, perfect the business case and utility of their services and become the next Amazon, Google etc.
Bought some NVDA, just to send the market makers a message. Looking at you and will exploit any weakness 🤠
I bought a collar (100 shares, long put and will sell a covered call on a rally) on NVDA and SOXX.
I will load up NVDA at 175. Yeah, I'm regarded.
Getting smoked by NVDA and SPCX
Left wing regulations decide in Feb-Jun 2027 Right now let me buy $NVDA for $120 Billion revenue per quarter, Q3-earnings, in a week $QQQ $SPY $SMH all crying baby in 2023, after Silicon Valley Bank, then $NVDA earnings change all Ready for $NVDA Q3-earnings Enjoy ER-time
Left wing regulations decide in Feb-Jun 2027 Right now let me buy $NVDA for $120 Billion revenue per quarter, Q3-earnings, in week
I initiated new positions in RDDT, GOOG, TSLA, NVDA, PLTR. Nothing large, 0.50% sized. Tight stops on RDDT and TSLA as those are intended to be trades. The GOOG, NVDA, PLTR holdings are me initiating new long term positions. I love days like this!
I full ported into these against margin too. DRAM SPCX GOOGL SOXL CVNA SKHY NVDA
You can bet on a relief rally tomorrow. Bet on guys like NVDA, TSM etc If you're doing that then you need to wait about 30-15mins before the market close. Usually, when we dump this hard and VIX pump so much in one day we'll get a relief rally the next day. BUT! Job report is tomorrow before the market open can kill the relief rally (if there is any lol).
I disagree with that. NVDA has sold AI chips and has made profits. big profits. it's all in black and white.
Anyone buys $NVDA 2028 leaps ?
Me at coinstar with my sparklets bottle to by NVDA calls
today has been a great day for my NVDA PUTS! thanks for the cash!