Reddit Posts
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
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?
Mentions
The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.
Someone send some escorts to NVDA place so he can get it up, this is ridiculous
It is, but unfortunately i believe that like computer and internet we are gonna see winners and losers with AI and losers will be painfull to have in the portfolio. So it’s not as easy as buy whatever in my opinion. I talk as an NVDA bagholder who would never ever thought to see them back around 190
NVDA brother I need you get your bitch ass together
NVDA calls for Aug 28 are free money rn
I find it pretty funny that NVDA being the biggest player in the space, but while everything else in the sector rockets, it always gets left behind. No stake, just observation.
NVDA not following suit is wild work
going to buy 0DTE NVDA calls at open tmrw, wish me luck
NVDA killing the vibe right now, all the other semi stocks contributing massive gains on the day and that dodoo barely holding 1.5% on the day.
It’s okay NVDA you go when you want too…(it’s not actually okay go up bitch)
NVDA is being sold off AGAIN omfg
NVDA's 2 min chart looks like a goddam professionally built staircase.
Last chance to get in NVDA before the pump 👀
GOOGL, AMZN, META, and TSLA are good contenders here Consider NVDA or AMD aswell
I swear to god, NVDA doesn't fucking move until the MM hamsters running things see that I've dumped my position. I've SEEN it, again and again. I'm the fucking problem.
NVDA can seriously go fuck itself.
$NVDA trading range so funny. Easy intraday puts near the top. Bulls scream fundamentals all day on this stock still not realizing it's a pump and dump.
NVDA i demand a $200 touch today 😡
NVDA showing genuine lack of support…
How does NVDA get one of those cool 10%+ days?
Holy Christ! AMD, MSFT, RKLB NVDA all up at once. I haven't seen this much green in weeks. Total portfolio up 5% as of this moment today. I will take it, as that brings me to -35% over the last 3 months!
Getting flashbacks to that one day after NVDA earnings where it went from like +5% to -3% intraday lol
At this point we could just fix NVDA price at 190 and use it as a currency
190 is support for NVDA right? Can't really see them dropping lower unless this whole house of cards collapses
NVDA pisses me off by far more than any other stock I own
I don't even own NVDA, and the chart irritates me
OpenAI: "be careful he's got an ai chip" NVDA (brandishes Blackwell): "give me all ya Capex" CBRS: (chickling) "that's not an inference chip" (pulls out dinner-plate sized WSE-3 mega-ASIC) "*that's* a chip."
NVDA never rips I stg. Everyone else eating good but the shovel sellers somehow move at a snails pace.
Not enough information to determine. First, you have to say exactly which ticker, because the market for SPY, SPX, VIX and a few others close at 4:15 PM. Everything else closes at 4 PM, UNLESS they are AM contracts, in which case they expire in the AM. Assuming you meant an equity option contract (like NVDA) whose market closes at 4 pm, NO, you cannot do any trading after the market closes. It will not get "executed" at any time if it was 0 DTE, because it would expire before the next market open. It will get **exercised-by-exception** after 4 pm. The exact timing is irrelevant, because everything eligible for exercise-by-exception at market close (4:00:01 PM and onwards) is treated the same way.
That's what people said about NVDA, AMD, etc. :) Let's go to the moon.
NVDA back to the 50D MA eow...
Jesus NVDA flying like the KING it is 🙌
*I’ve seen things you bulls wouldn’t believe. NVDA candles on fire off the opening bell. I watched weekly 0DTE calls evaporate near market close. All those gains will be lost in time… like QQQ at 3:59 PM. Time to buy the dip.*
it would be so nice if i could watch my NVDA and GOOGL calls all go up together but no
Guys if we all buy NVDA now we can push this small float to over $200 lets go guys!! 🚀🚀
gotta grab some of that NVDA before its too late
Port is up 72% after buying a bunch of NVDA 200Cs and holding for about 30 mins. Doesn’t get better than that.
NVDA is the wrong short and the stock is fairly valued at these levels I bought in a few years back and I will not be selling anytime soon Some of his other chip shorts are noteworthy Remember he called 2008 but he was also super early
He started shorting the AI hardware names and buying all the unprofitable neoclouds and power generators as of his last 13F filing. The Limitless Podcast was commenting "this guy doesn't miss" because he had bought put options on NVDA, which had been flat for months (and remains so). Now, I don't mess around with options, nor do I know his specific expiration date or strike price, but I know enough to know that you lose all the extrinsic value of your option relatively quickly. I figured that was the top. Turns out this guy's portfolio is not just a bunch of high beta unprofitable momentum companies, but also consisted of shorting the ones that have been profitable. With leverage. It works until it doesn't.
Apart from ad homini arguments. Of course there is stupidy, herd mentality, HYPE and whatever else. But SK Hynix IPO was not a real IPO, it was just a clever capital increase via the US market also strengthening their strategic cooperation with the US on the political level, ties with NVDA etc. Same for GOOG by the way, they did a very successful capital increase with Buffet buying in. Well, both GOOG and SKHY fucked up after that delivering record breaking earnings and outlook. So all what you said apart - this is a completely different story than SPCX, or not? I mean, here it is imho very clear what the bet is - that CAPEX is needed for AI capacity build-up that is already earning tons of money. Unless one thinks this thesis would be bs, the story makes sense long term. Short term anything may happen and there I have really no idea who to play. So thanks for the link, I'll have a look.
Last chance to buy NVDA in 190s.....
Mhm this is great now let’s see NVDA get a Micron pump
NVDA ath by 2pm you heard it here first.
MSFT wasn't my favorite of the Mag 7--that would be GOOGL and NVDA--but it became my favorite at recent valuations. It had the highest operating income of any company in calendar year 2025 and remains 2nd after being overtaken by NVDA. It's been growing/accelerating operating income. The balance sheet is extremely clean, its credit rating is higher than the US treasury, and there's less risk than the other hyperscalers because the capex makes up a relatively low proportion of its revenues. Unlike GOOGL, and to a lesser extent NVDA and AMZN, its earnings aren't substantially boosted by investment gains. In fact, OpenAI was a drag on its EPS. Yes, most of its consumer products have sucked recently, but almost all of its revenue come from enterprise at this point, which are much stickier. Plus its own LLM models are so bad that their Azure business unironically is one of the biggest beneficiaries if open-weight models gain mass adoption.
Memory and semis mooning NVDA: you guys go on without me
NVDA dumps when memory dumps and goes flat when memory pumps, ffs
***NVDA have a green day challenge*** ***IMPOSSIBLE!***
Yeah if NVDA could go up 13% in one day like MSFT that would be great
Worth separating two things you have kind of fused together. Buying it back or holding is not really a call on where NVDA goes next. It is a call on whether you still want to own 100 shares at your net basis of about 190.65. If you would put fresh cash to work buying NVDA there today, assignment is a fine outcome and there is nothing to fix. If you would not, then "I see it going back up" is hope doing the work your entry thesis was supposed to do. One correction on the assignment worry above. You are weeks out from Aug 21 and that put still has roughly 5 dollars of extrinsic in it (10.25 to close against about 5 of intrinsic). Nobody rationally exercises early and throws away 5 dollars of time value, so early assignment stays very unlikely until you are near expiry or the extrinsic is basically gone. You have time to think. If you decide you do not want the shares, you can roll down and out for a credit instead of buying it back at a loss. Just do not roll into a basis you would never have chosen on purpose.
Agree. It seems oversold and already making a slight comeback today. They are the HBM leaders and it will take "new" competitors years and maybe a decade to catch up. Everything I read says HBM memory is not cyclic based on high end chip demand; it's not just NVDA and AMD but also all the custom chips being made via AVGO and even Amazon, Google, and SPCX have their own chips that need HBM.
NVDA 200 today not asking for much really
Do you think NVDA or any of these companies have a shortage of cash? A default or even bankruptcy would hardly affect them
Why am I still fucking with NVDA…. 😭
I bought Google at IPO, just had faith. Only bought 10 shares. But they have split numerous times. I trimmed 20% pre earning, which was my 1st sale. Initial investment was only 1k. I bought NVDA when it was primarily as gaming company, same thesis though, only bought a 2k position. I only buy small 1.5-3k positions in stocks with potential. My remain portfolio is well diversified in boring ETFs. I typically trim stocks by at least a 1/3 when the double and then again at another double. I never have individual stocks have a large position in my overall portfolio. Bought 15 shares of CRWD below 75....finally trimmed some this year post split. I watch a lot of CNBC and I research for a long time. I buy in at 50 and 200 dma averages and never aquire shares of companies that run 3, 4, 500+% . No FOMO....i.e., looking to add MRVL, but small order of 10-15shares at its 200dma (130+/-). Never worry if I don't get positions. Lots of equities available if you can't get one at your target price
NVDA 200 dollar calls are the move expiring tomorrow
You do realize MU revenue now is at NVDA’s level from a year ago?
Holding through expiration brings early assignment risk. As expiration approaches (Aug 21), if NVDA stays below $195, the option will almost certainly be assigned. Holding on works fine if the goal is to actually own NVDA long-term at an effective cost of $190.65, but holding purely on hope without cash reserves ready to take delivery is a huge risk.
He was right about SOX index, PLTR, NVDA. He’s printing big.
Rotation and the fact that the SP500 is dominated by companies that are doing really well (MSFT, Google, Amazon, Meta, Apple, NVDA).
Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612
Which large cap semis are you thinking of? I was hearing that NVDA, AVGO, etc are fairly valued if not undervalued
I think that all those are fair arguments, but not specific to Nebius, looking at the whole tech sector in a whole, CRWV,NVDA,MRVL, all these tech stocks face the same challenges u named, but in a whole these companies are still profitable and have multiple deals flowing, I believe in Tech and that it will be the future wether it’s for the best or worst it’s inevitable
He has been wrong on NVDA for so long that calling him a prophet now feels like betting on the next big Short every time he files a new 13-F.
Definitely a Green Day they gotta let NVDA get back to 200 that’s the deal mango made when he was sucking bubba while Jensen watched in nothing but his leather jacket
Well, if anything, the Kospi is an indicator for the next day whether or not "sell the rip" is the viable strategy for short term intraday scalping. Usually can check if $NVDA and $AVGO stall at key levels on rips to time puts if and fucking piece of shit $ADBE is still retard strong.
yeah, volatility seems easily the safest bet for the near future of memory stocks. NVDA looks nice here
NVDA is backstopping OpenAI, Microsoft has rwo hands on its shaft in the circlejerk
11/2/25 - NVDA $202.49 3/29/26 - NVDA $167.52 7/29/26 - NVDA $190.01 Was down 20%, now down 5% - don't see where this makes Burry an idiot.
But do you have a specific reference? I can't find a source stating that. I can find that that they were accused of recognizing revenue early, and that's about it. NVDA had a similar smuggling "scandal". Dell too. They are all equally nothing burgers from my read. Actually, the shadiest stuff SMCI does, is, imo, not even really talked about that much. The related party transactions and financial juggling with the family members' smaller companies as suppliers would be concerning to me in most companies. But... its kind of a cultural thing, and at this point, its been going on long enough that the threat of it being a shell game and the whole thing evaporating into mist is pretty non-existant, SMCI and the other companies have all been pretty steadily growing for decades now. It's creative accounting to leverage working capital, but they seem to be pretty good stewards of it over the medium-long term.
I cant believe i fooled myself into believing holding stocks like NVDA PLTR RKLB OKLO ASTS NVTS RR OPEN and other bullshit stocks was better then boring index ETFs. Jokes on me. Fucking idiot.
NVDA has 10x since 2022. I don't think it makes sense to not consider the biggest AI companies when talking about an AI bubble but talking about smaller ones.
NVDA still has big balls just took a break
Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.
Bottom is in bears gay load the boat burry is wrong NVDA 420
Yeah NVDA hasnt moved in a while looking like a value trap these days
I bought NVDA @ that level, was $194.50, doubled position Add some VOO too Should be fine in a coupla months, but definitely could’ve waited for 7,250 or lower if options flow & positioning stats are correct
Why would Pets.com be the comparison? Microsoft was the largest tech company in the world at the time… Intel was the second largest (& actually profitable at that point!!!) and both of them were trading at PEs of 40x in early 2000…. Maybe if you used CSCO as an example it would be more valid….. but they had 8 quarters straight of high double digit revenue growth going into the Dotcom bubble and they were generating positive earnings. But since u asked, INTC is up 300% over the last year and their earnings are the same that pets.com’s were.. except it has a market cap 2,000x the size of pets.com’s max mkt cap. We also just had a company ipo at the highest market cap valuation of all time by a country mile… and in 6 weeks of being publicly traded, it has crashed by >50% from the high it set in its first 3 trading days….. And after getting its cap cut in half, it is still 6,000x the size of pets.com at its peak. And SPCX also has the same amount of profit as pets.com There’s hundreds of small/ micro cap shitcos that have/ will never earn a profit that are up…. No one is comparing pets.com to NVDA
NVDA experienced a small price adjustment. Do not adjust your screen.
He's short PLTR over the same time. That one seems to have worked out better. But betting against NVDA isn't a great idea. The fundamentals are sound, which is a rarity in the AI trade.
Not missing the NVDA dip this time
> Before I move to Outlook, effective at the start of FY27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. The impact of this update is reflected in today's guidance.Before I move to Outlook, effective at the start of FY27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. The impact of this update is reflected in today's guidance. lol Burry might be onto something with this depreciation take. You can't simply "extend" the useful life of data centers when you don't know what chips NVDA will put out in the future.
Also I DCA $QQQ but as far as the mag 7 I buy the ones that are down at a specific moment such as $MSFT AND $NVDA lately
Come on bro everyone knows compute revenue is going to be a $500 quadrillion industry in 20 years. $499.9999 quadrillion of that will be financed from NVDA to the model providers
Not even worried about my NVDA 205c’s
SOXX has gone parabolic many times, as has pretty much most of the names in it, AMD, NVDA, AMAT, etc.
It's all because of corporate bloat and immobility between operating groups. Nearly every enterprise is required to have MSFT for teams, ad groups, servers, office products, computer imaging Well guess what, now that your hardware has MSFT its marginally cheaper to integrate Copilot M365, Azure, power bi, power automate, etc. At this point you have now easily enabled AI search, business side efficiencies, captured cloud capacity, and the development stack. To avoid MSFT you essentially have to require everyone to be on mac, but no one is familiar with any mac office products or integrations with it. They suck to provision. People thought AI would harm Microsoft but they are about to swallow a huge share of agent compute and be a major winner from the AI race because they hold most businesses data and exposing that as an easy automation is what business's have been dying for. Why buy other products when its all integrated and secure in your environment? **To avoid MSFT** requires a commitment to a "cheap" Microsoft license for computers and office, saving your documents and meeting transcripts to a data store (or building integrations to pull it), you need to export your emails to the same datastore, then create some custom search option. I threw 50K into it at 390 and should have sent more. I'm guessing if OpenAI doesn't completely collapse they will surpass NVDA and Apple by early 2027. (600+ IMO).
Chinese companies aren't new to the game man, it's just now people are hearing about them. Their memory sucks for the price it sells at. Their ASML killer is nothing but a PR stunt (see Deepseek replacing NVDA months ago). China aint shxt you're just gullible. It's just Market manipulators taking shares from retail.
Meeeee. Sold all my positive NVDA 2028 options. Stupid
NVDA done. Flat for almost a year despite consecutive blowout ERs
Time for NVDA to shoot to 250 pre earnings making all bers look stupid