Reddit Posts
Oi, get on the car. The market took a sharp dive.
YOLO (~20k in puts): If $TSLA hits $200 by Friday I donate $5.5k to Special Olympics
Investing in AI as opposed to a specific company
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Who should replace Tesla as the newest member of the “Mag 7?”
I present you a $27K NVDA yolo - I seem to offended quite a few NVDA bears and haters with my gains post for earlier 😂😂
NVDA share gains from last week … overall $35K ish in gains to date. Bears are you winning yet? Idgaf actually - I realized my gains
Any advice on what to YOLO on this week?
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
$6k profit this week from flipping NVDA calls within 1st hour after open.
$6k profit this week from flipping NVDA calls within 1st hour after open.
Strangely the US wants to Intel to succeed but their price does not look that way
Seeking Advice on NVDA Investment Dilemma - Diversify, hedge or ride the wave?
Question for people who profited from both TSLA and NVDA ?
Down the rabbit hole we go. What should I yolo my last on?
Damnit to heck, Cramer just recommended NVDA
CES 2024: AI field still have a large potential
I believe them puts on NVDA and AMD I guess?
My top suggested post is a 6 year old NVDA WSB post
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Nancy Pelosi Made $500,000 From Her Nvidia (NASDAQ: NVDA) Bet, Doubling Her Annual Government Salary In Just 2 Months
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
Follow up from my previous post! Still holding NVDA and up a 105% gain
Anyone get frustration with themselves not buy more Magnificent 7 ?
How much longer is NVDA going to run?
I'm 100% certain that if I buy SPY calls expiring 02/15/23, the market will reverse direction.
If NVDA keeps pumping 2-3% a day, it’ll be the biggest company on earth by end of February
Part two- been practicing option trading (80 % success rate)
PART 2 Been practicing option trading for a year
NVDA bears - TY ❤️ for your sacrifice. $11.5K in gains (+44%). Apologies in advance for upsetting people that don’t know how to take profit.
Jensen Huang Illustrating How big of Dump NVDA Stock will take
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$PYPL Ad: Six innovations that will revolutionize commerce
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
Ticker that is 40% shorted, beaten down, 100M float, and runs with NVDA
All in on AI today over 40% short and bottomed for reversal!!!!!
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
TSM - I was right, kind of, and i think there's still more value here.
Update: NVDA yolo - I’m gunna keep holding. Probably sell some covered calls. For the NVDA bears, the color you are seeing is called “green”
Am I too late for NVDA calls?
Everything you need to know about AMD in 8 bullet points, before the ER.
How can NVDA be "ignored" when it is a $1.5Trillion company?
How I am Positioning myself in the Markets going into 2024
Mentions
I need NVDA at 250, SPY at 720, MSFT at 500, META at 750, and AAPL at 300 to make back the money I lost.
Fuck me I didn’t buy as my company was affected my an OKTA breach and had to change vendors. Think NVDA will see any movement from this?
AMD at NVDA marketcap is like 10x from here. Surely it can at least 2x from here? I should full port calls at open with a side of INTC 100c. Who wants to go in with me?
#cant wait for Intel to continue to fail and watch NVDA AMD TSM continue to rise
Time to sell CC on NVDA before it goes down
NVDA looks like it might be losing steam but idk happy for the AMD people though
I don’t understand why so many people are salty they missed this move, many sold early like me but man NVDA holders really hate this lol
Did an AI really write this? Buying NVDA calls tomorrow if so
Yep dont think today is the right time to trade, so much uncertainty. NVDA will just be allergic to 200 again, MSFT staying below 420 and AMD going to continuosly pump. Any thoughts?
Am I missing something here? NVDA is also making CPU. I did buy AMD & MU and those 2 are my most profitable trades (along with TSM). But 40% of my portfolio is NVDA. It might not yield enormous return like AMD, MU, photonics (yet) but it has given me a peace of mind because I know it will go up.
I bought NVDA at split-adjusted $3.50. How do I continue to hold it? I look at everything that made me buy it in the first place. Others I have let go. Rode DXCM up and sold out. Same with CRWD and MU. I don’t need to sell at the top. I’ll take the profits if I think the money would be better elsewhere.
$INTC - bro, you can trust us with Elon and the magical Terafab --> +20% $NVDA - here's $1 trilly cold hard cash we made in a single quarter --> -5%
Gotta hold it through those weird foreign things and there’s a ton of other fabless chip companies doing incredible if you wanna get outside NVDA
Don't feel bad, I bought a couple thousand shares in 15/16 for $2 and sold at $4. Granted I made some good money with that cash but reallyyyyy wish I'd have held it. That was actually one of two trades that pushed me into selling 50-80% of stocks when taking profit and keeping a little house money in the investments instead of selling everything. Luckily I got back into AMD when it dropped pretty hard a year back around $100 and was able to buy a larger stake, that and various other AI hedges for my hefty NVDA stake.
$INTC seems like 2023 $NVDA just the start?
I mean, I'm slowly selling both NVDA and MU after holding for LTG. These prices are great selling points.
I think it will be bought out..NVDA denied it. But doesn't mean they aren't in talks. They have been in "talks" for years
bro, you posted that comment 14 days ago, and literally 24 hours later the Nasdaq went on a bull run with a 13 day winning streak 😭😭 your the same guy who told someone to sell all their NVDA at $90 because it was “going to $60 soon” a year ago (I put a remind me on that) you have such a brutal track record. i come back and look at your account and literally inverse you and i’m up 380k CAD YTD… you have to be sitting on massive losses 💀. 🏳️🌈 bears are always the loudest.
the chip puts are so juicy. $AMD P/E >100. $INTC losing money. $NVDA ~$5T market cap. $AVGO 80 P/E.
NVDA struggling to stay over 200 for the last 6 months is comical 😂😭
Some people say "buy and hold"; I like Jim Kramer's mantra of "buy and research". If you continually research and keep up with the news regarding your assets then you constantly evaluate your investments. As long as the news supports your thesis on the asset you hold, when that changes, you sell. Very few stocks are like Apple... NVDA is the only one that I can think of. I've sold out of it and gotten back in repeatedly over the last 8 years. Would I have made more by just holding it the entire time? Probably, but there's other stocks that I've sold before they came back down to reality. No one, and I mean no one gets it right 100% of the time. Not even Warren Buffet. As long as you're winning more than losing, and winning more than the S&P then you're doing well. If you're not outpacing the S&P then just invest in that as an index fund. It's about being disciplined and sticking to a philosophy, doing that over the long run will pay off. The only thing Id try to work on is the sunken cost fallacy of holding your losers for years. When you make that initial buy in, You have to have a stop loss, a point at which, if the stock reaches that price, it invalidates your thesis about the company and means you were wrong, cut bait and move on. That's probably one of the harder things to do.
Market forgot about NVDA like they forgot about Dre.
I'd say MU. Semis is a crowded trade. Adjust your weighting accordingly. I'm heavy MU, LITE, MRVL NVDA but I'm dancing close to the exits
Something interesting from the earnings call- CPU:GPU ratio closer to 1 for agentic ai applications and inferencing. Looks like we are in NVDA 2021 moment
I was convinced MU was a dud holding for years as it oscillated in the $40s while watching NVDA rocket by. The day I got out it starts to rise. You’re welcome.
Saw some NVDA gain posts figured I’d share this from back around 140. Still holding.
Because this sub only knows how to promote either a complete crash, or stocks that are freshly out of a 100% rise None of the surprise gains in the last 3 years have had any traction ahead of time on Reddit Memory is a great one because we were well into the NVDA/AI boom and there were zero posts about memory being the next AI boom. Then memory pops, everyone talks about going all in on memory. No one (except that one guy on WSB) talks about CPUs being the next AI boom. Now people might talk about CPUs, but not the next group to move 50% up
you will eventually lose out on a couple of winners and remember that as your lesson. I bought 25k worth of NVDA in 2019, literally sold it for like 5k gains. That would be about 3 million today. I still haven't learned my lesson tho and continue to sell if they double or so in a year. AMD and GOOGL being recent examples. But I will learn my lesson soon I am sure of it.
NVDA is probably your best option. Just hold it for the next 3-5 years. It’ll be good.
hey guys have you heard about a little known stock called NVDA? I just found out its up like 1200% in the last 5 years?
Why AMD go up and not NVDA? Ghey
You're overweighting the timing question when the real issue is whether you have conviction on each thesis or you're chasing the sector rotation. Trimming NVDA to chase CPU and DRAM plays only makes sense if you think semis as a whole are overvalued relative to AI upside. Seven different semi bets across NVDA, Intel, MU, and AMD means you're tracking multiple catalysts and valuations without clarity on which one is actually your core thesis. That overlap and drift is harder to manage than it looks. I use [Portfolio Manager](https://app.nc-np.com/?a=reddit&b=stocks&c=tool_replacement&p=1stwdik&lang=en) to see exactly where my semi exposure is concentrated and whether I'm actually diversified or just scattered across the same sector thesis.
I'm new to this and this may be redundant but please let me know if I have this concept right before I lose all my money. 1. If NVDA is $200 currently. 2. I buy 500 shares for $100K 3. I do 5 covered calls 29 dte, for $5.83 premium strike $210 4. After the 29 days: A. If strike doesn't hit I collect $2915 in premiums, keep my shares B. If price drops dramatically collect $2915, but if stock tanks im stuck to lose it all. C. If price goes over $210 I get assigned and take $2915+ $5000($10*100*5)=$7915? Is my math off? This seems way too good to be true. Why on earth do I have my money tied up in a HYSA. Can this be done with SPY or ETF to lower risk? Seems like I wouldn't mind the strike being hit and just repeat the concept the next month?
I think NVDA has more upside but is riskier than TSM, so TSM probably less risky but less upside. TSM has a cheaper entry point right now.
I did this yesterday, and in hindsight should've did this way sooner when I saw Micron mooning back in September last year. GPUs are no longer the bottleneck for the data centre buildout. NVDA will no doubt still be the leader, but there's plenty of room for these smaller names to grow.
Glad NVDA took a break today. We need a sustainable path.
NVDA is the engine, but MU is the fuel, we’re entering a massive HBM supercycle that makes DRAM look like the better play.
$NVDA - 7% YTD $INTC - 100% YTD (if AH holds) lmfao
Cmon NVDA, you make chips too, go up!
lol, I had 2 x NVDA 200p 1DTEs I sold for a loss 30 minutes before the tank :(
Be an increasingly profitable business with surging demand. I don't own NVDA right now myself but it's clearly not done. TSLA is a failing car company with a p/e over 300 built on hopes and dreams that won't come.
NVDA sucks now, like a used up old hag
What more is NVDA going to do at this point? It's going to bounce between $180-$200 forever at this rate.
NVDA bulls furious that AMD is up with INTC and NVDA is down lol. When are they going to admit that it's peaked and sell? lol
I'm giving serious consideration as to whether I should sell off NVDA entirely and dump the profits into either TSLA or TSM as a long term hold.
NVDA a boomer stonk now, fucking poor performance lol
LULU getting into quantum and doing a deal with onlyfans and NVDA
They need to sell to google so Google can sell to NVDA who will then sell to Intel
Are the market makers aware NVDA is a chip stock that makes mone?
\> Correct. Notice that this is a far different statement than rugpull of the century imminent. We are not arguing on this point. I didn't imply I expected a crypto-like rug pull. I do expect a liquidity drain. Invesco's QQQ is a third of a trillion in itself, and the mimic funds and ETFs will all follow suit. Glad we agree there. That's the huge pool of sloshing liquidity I expect to rock the boat, and possibly underperform longer term due to selling winners like NVDA, GOOGL and AMZN to buy SpaceX at the top of the hype cycle. And if the 2T valuation sticks (which it should, short term, considering how little of the company is being offered relatively speaking) then other indexes and funds will have no choice but to include SpaceX sooner rather than later. Even actively managed funds tend to index quite a bit to avoid drastically underperforming the benchmarks. I did buy back 360 MSFT put contracts I shorted a couple weeks ago. So yeah, as you say, already nutted up and bought puts. Mostly because I needed the cash backing that position deployed elsewhere, not because I expected they'd be assigned. The problem with an options trade is having to be right not only on direction but also time frame. There are more up days than down days, statistically speaking. I'd be a much bigger doomer if I didn't have to factor that into my positioning. The odds are in favor of permabull over permabear. Me, I'm never perma anything.
NVDA ANT EVEN GO UP 6% in a year and amd does it in 5 minutes LMAO 🤌
INTC much better performance than NVDA
Bought AMD at 80 and sold at 200 but now I know how people who sold NVDA on the way to 1k presplit feel
Is AMD the new NVDA, what the fuck is happening the last few days?
I'm not into the whole chip industry news but If INTC is doing well, doesn't that mean NVDA has competition now? TSM and NVDA down AH right now makes me ask that question
Why are Asians so good at semiconductors? NVDA - Jensen, AMD - Mama Su, AVGO - Hock Tan, INTC - Lip Boo Tan, TSM - a whole bunch of Asians Can an Asian explain this?
Is the bull market in the room with NVDA bulls🤡🤡🤡
NVDA dumping so Intc and AMD could pump?
NVDA at 169 was such a bargain. I wish I bought calls then
Man $NVDA bulls, it's gotta sting huh. $AMD, $ARM, $AVGO, and now the literal shitco $INTC have been recently trouncing it while $NVDA sits around $200 playing with its dick. Also, inb4 "hurr durr zOoM oUt".
NVDA at 204? I don’t think so.
They both are! But NVDA by every metric is growing more quickly and is more reasonably valued!
NVDA sucks man… amd is up 50% in one month and is up 5% after hours because of Intel, NVDA? Yeah they’re down .33%…
Great company, trash stock, I hate NVDA now
Good company, trash stock, I hate NVDA now
It is super simple! $INTC & $AMD are eating $NVDA's lunch. They will eat the entire thing!
VM, what’s the likelihood that NVDA reaches 203 a share tomorrow? Factor in INTC and TI earnings beats from this afternoon.
Last year during the tariff trouble, there’s people who panic sold AMD at 75, NVDA at 90, INTC at 16. Let’s have a moment of silent for these brave soldiers who gave it all.
Okay NVDA it’s your turn.
Why would I hold NVDA for the last 10 months , didn’t buy AMD and INTC because they are highly correlated, ( and picked the worst choice possible in the semiconductor sector)🤮
Okay, it’s been way too long, it’s time for NVDA to have the run that AMD and INTC had.
NVDA looking like it about to crash hard. Got some puts as the whole market goes with it.
If RKLB puts AI data centers on the moon it will surpass even NVDA
I need another drop on NVDA so I can buy a NVDA GPU with the gains
So what just happened with NVDA?
Last change to buy NVDA below 200$
help NVDA is drowning does anyone know CPR
My analysis: why bother with the middleman when I can invest in the source? I'm seriously considering dumping all of my NVDA shares for TSM.
AMZN and GOOG are the best mag 7, with NVDA in there too.
They will have revenue this quarter from radioisotope production, and they’re also receiving prepayments from hyperscaler partnerships like the recent META 1.2GW deal. Revenue is expected to come across three verticals: power, recycling, and radioisotopes. More importantly, the FOAK risk argument doesn’t really hold up when you look at how NVIDIA actually allocates capital. NVDA has consistently backed pre-scale, not-fully-proven platforms when they see long-term demand. They supported OpenAI well before a clear monetization model existed, helped enable the rise of CoreWeave before it had hyperscale credibility, and partnered in long-duration, uncertain areas like Recursion Pharmaceuticals and autonomous driving efforts like Wayve. In each case, the infrastructure and economics were still developing. Oklo is a leader/first mover in advanced nuclear based on the deployment timelines they’re tracking to. If NVDA is willing to back early-stage AI infrastructure, biotech platforms, and autonomy, the issue here isn’t FOAK risk… it’s selectively applying that skepticism to nuclear.
I sold AMD over a year ago to fund buying more NVDA shares, sigh.......
Correction, I *did* actually just double down on the $DUOT dip. Chart readers, give me some analysis; how much farther down can it go? I'm convinced this is generational wealth in the making, $NVDA in 2008...
\> Less than a year ago every post on here was discussing a possible bubble. Exaggerate much? A bunch of posts by trolls is not "every post". \> P/E ratios are back to all time highs. No they are not. NVDA 18, MU 5, SNDK 9, META 19, MSFT 22.... [https://finviz.com/map.ashx?t=sec&st=fpe](https://finviz.com/map.ashx?t=sec&st=fpe) \> Most of the S&P500 is heavy on tech stocks. The S&P500 is mostly large profitable companies, so yarn stores don't make the cut.
Which is funny because NVDA's whole business supply chain is the most vulnerable to oil disruption.
NVDA is the largest index for spy that’s why it’s not going down
I think the growth story for NVDA is tailing off and it's going towards MRVL who leads photonics. Follow the trail upwards: AMZN and MSFT -> MRVL -> POET -> SIVEF (OTC)
Are GOOG TPU's a threat to NVDA?
GOOG and NVDA are both my highest conviction holds. GOOG has its hands in every future industry: AI, cloud, quantum, digital ads, autonomous vehicles, robotics, space, biotech - and they lead in most of those industries. I don’t see how they can lose.
Man I used to be so bullish on NVDA but part bring with a nuclear power company that literally has no functional nuclear power plant is probably the most bearish thing I could read about them. No wonder every other chip company is breaking out like the world is ending and NVDA is just sitting at 200 meandering about.
The CAPE ratio is a poor reference for the current U.S. stock market. The U.S. market is increasingly dominated by tech and companies that have seen exceptional revenue growth over the last 10 years. It may make sense for companies with stable revenues over extended periods of time, but why would you measure a company like NVDA off the earnings it had 9-10 years ago? There is more to the market than this single reference point.
I’m not selling until they gap up to $1T market cap. Still just 20% of NVDA’s