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
It's too far back now to remember. All I know is I was looking at NVDA at $500.. then $600.. then $700... backed out each time because some schmuck on reddit (who was becoming rich off the thing) said "you're too late". No one to blame but myself, but like I said - never again. Point is, I believe MU still has room to run before March 25 earnings. I will be genuinely surprised if its not at least $550 by that point. Memory shortages arent going anywhere overnight. We will see. I have my exit strategy planned worst case.
Respect for the 4-year grind. Seeing a green curve like that in this sub is basically a miracle. Your **PHYS (Sprott Physical Gold)** play is actually the 'brain' of this portfolio for a few reasons: * **The Bulletproof Vest:** With a **Beta of 0.16**, this is what keeps you alive. While your tech lines like AMD or NVDA swing wildly with Betas near 2.0, PHYS barely flinches when the market catches a cold. * **The Fundamentals:** This trust is a profit machine with a **99.1% net margin** and a **32.0% ROE**. * **The Valuation:** You are sitting on a gold mine that is still technically 'undervalued'. The intrinsic value is estimated at **$40.00**, meaning even at current prices, there is still a **+9.7% margin of safety**. * **The P/E Steal:** It’s trading at a **5.3x P/E ratio**, which is a massive discount compared to the 18.0x average for the broader market. **The Reality Check:** Keep an eye on the cash flow. It’s showing a **negative operating cash flow of -$36.42M**, meaning it’s great at holding value but poor at generating fresh liquid cash. The AI strategy actually suggests **reducing exposure**slightly here to lock in those 47% gains and move into assets with a higher margin of safety. You’ve played the 'boomer' asset like a pro. Don't let the 'degenerate' side of the sub talk you into swapping this for 0DTE calls. Would you like me to look at the **AMD** portion of your portfolio to see if the recent volatility changes the 'Hold' recommendation?
The year is 2030. NVDA is the first company to reach 100T valuation. Its has only 13 human employees thanks to AI. You just bought a multigenerational mortgage loan spawning 4 generations. Last week, while walking to get your monthly ration of flour at a state-run rationing kiosk, you found a little nugget of silver on the ground. Happiness was indescriptible. Today, you throw that nugget out of the window.
... who in the world was saying GPUs were "cyclical" lmao? That makes sense for memory, but I've never heard that with GPUs. As someone who has a cost basis of $13 with NVDA, this is why I *clearly* acknowledge that NVDA was still a good growth play even post-split in my comment?
GOOG gonna overtake NVDA and become number one by market cap this week? Right?
Big if true and NVDA next
Yeah, and its people like you who scared me out of buying NVDA when it was \~$700-$800 pre-split earnings call, because "the top was in", "this is cyclical, it can't go higher". It was at that point I decided to never listen to fear-mongering on reddit ever again. I've made more gains than I ever imagined since.
Expect PLTR to be up 10.00 in premarket then skyrocketing up 20.00 during the session and another 30.00 on earnings release. That puts the stock above 200 tomorrow with more gains all week. The numbers are that INSANE only NVDA came close.
NVDA Panic selling in 3, 2, 1…
Palantir will be the only company talked about today as the next NVDA and its first of many 1 trillion dollar market caps. INSANE NUMBERS LEAKING OUT .
Good luck man, NVDA feels like chop city to me.
Tomorrow I'll buy NVDA calls and the entire economy collapses
Really NVDA to pick it the fuck up
Added more NVDA around 187.5, discount price!
Doubled down on NVDA around 187.3, what a deal 😄
OpenAI and Sam Altman are creepy asf. I’m glad NVDA is backing off.
I'd think it's more likely the 600 USD drop on gold but fuck if I know, maybe it's NVDA fault
I'm glad I have NVDA puts, but they will not save rest of my port today...
Lowkey, bullish on NVDA and OpenAI will die soon. Unless it implement some break through robotic humanoid being that doesn't try to kill human kind
Dawg, you're *way* too late to the party on this one. This isn't like NVDA where investing post-split was still a sound growth play. Both MU and SNDK are cyclical as hell and will drop like a brick once memory shortages are curtailed.
Jensen was non committal about the amount NVDA would invest into OpenAI https://share.google/283GSzTT1sb6rDPPd
In the video clip, Jensen Huang was non committal about how much money NVDA would invest into openAI. https://share.google/283GSzTT1sb6rDPPd
Does anyone actually know why futures are this red? Is it because NVDA pulled out of deal with OpenAI? Or the partial shutdown that’ll end Monday?
I sold gold a few days ago and bought NVDA 🤷🏽♂️
NVDA is taking us for a nice ride.
Is it time to dump my NVDA?
I watched it as it went to $.40 last year. Even bought some. But she stock has lost perceived value even if they do hold 450 petabytes of high quality video. However, never count out that a company like $NVDA just buys them out! ;)
This is an incredible resource, man. Seriously, putting together 500 pages and just dropping it for free is a massive service to the community. I’ve been trying to wrap my head around dealer hedging and how it actually impacts price action, so the Gamma Playbook section is exactly what I need. Quick question though—for someone who mainly trades 0DTE or high-volume tickers like SPY/NVDA, do you find the Dark Pool data is still a primary lead signal, or do you lean more on the Gamma levels for intraday execution? Thanks again for the share!
NVDA is outdated legacy. Piece of junk
First time playing NVDA calls in a long time, can uhhh it recover from this overnight?
Luv u too. Hopefully NVDA at 200 when I come back. Over and Out
Gonna continue this chain now, can NVDA recover then its been months
NVDA never say that they'll invest $100B in OpenAI. They say that they'll invest UP to $100B in OpenAI. NVDA will still invest big money in OpenAI but just not $100B like people say before. OpenAI want $100B and Amazon already say that they'll invest up to $50B into OpenAI so I think NVDA will do the rest of the money.
Isnt NVDA stalling OPENAI deal bad for MSFT too? since MSFT is relatively balls deep in openAI
Lol? In that case NVDA is doomed
OpenAI = Epstein, MSFT NVDA CRWV ORCL = Bill Gates, DJT, etc cause the former has the latter by the balls
BTC, metals and growth stocks will further dump this week and the money will rotate to MSFT, NVDA and AMZN
You all were thrilled to see when NVDA may not invest in OAI, because you all hate AI. FACT IS Nvidia said they would invest in OAI up to $100b based on performance. They literally said this. UP TO. Then, when the post came out that NVDA wasnt going to invest $100b, you all saw this as a win. Stated again, NVDA was never GOING TO invest $100b. Always UP $100b. Skewed. Its propaganda and FUD by you and others. NVDA said they will invest up to $100b. Then Jensen came out and said they were absolutely going to invest in OAI. but we are still stuck on your thrill to see a win and post propaganda.
A lot of duplication in the known ETFs; BPRO especially looks quite questionable, 1% fee and 0 information about what it contains. People make up new ETFs all the time, and those people probably make lots of money. The ones who buy, however .. seems quite ifffffy. Look at maybe simply buying some of the larger stocks, rather than paying an ETF to buy them for you. Today NVDA is the largest, a year ago AAPL was largest .. taking those two together, look at what those ETF's will buy you in NVDA, in AAPL. Going to be a very large percent. If you're happy owning that much in just two stocks, buy the stocks directly and reduce the ETFs.
That OpenAI comment from NVDA is gonna tank MSFT isn't it..
The article about the NVDA and openAI deal being “on ice” is exactly one of the ways I don’t understand the stock market. I don’t understand why the stock pumped on just a statement. No proof, no plan, just words. Now, months later, it might not happen. Yeah, no shit it won’t happen. Insiders must have loaded up before the announcement last year and sold after the big pump. I really wish I was in the circle of insiders getting insanely rich
yeah betting memory sector downfall like saying NVDA at 40 gonna go down more
From Bloomberg: [https://www.bloomberg.com/news/articles/2026-02-01/openai-investment-was-never-a-commitment-nvidia-s-huang-says?srnd=homepage-americas](https://www.bloomberg.com/news/articles/2026-02-01/openai-investment-was-never-a-commitment-nvidia-s-huang-says?srnd=homepage-americas) >Nvidia Corp. Chief Executive Officer Jensen Huang said the company’s proposed $100 billion investment in OpenAI was “never a commitment” and that the company would consider any funding rounds “one at a time.” From the original letter: [https://openai.com/index/openai-nvidia-systems-partnership/](https://openai.com/index/openai-nvidia-systems-partnership/) >To support this deployment including datacenter and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed. There were a lot of news stories run on the basis of the letter of intent citing the $100B figure as a hard commitment, and NVDA didn't bother trying to correct the record at the time, but now they're saying "one at a time"? That's a change. Moving from "intends to invest" to "never a commitment" is absolutely a change of position, and don't let the CEO-speak fool you into thinking otherwise.
~~maximum pain is famous confusion between cause and effect~~ durr max pain is God -- NVDA max pain feb 2 is 187+change holy fuk
They did say NVDA will be involved and may be their biggest investment.
Smart for NVDA not joining the sinking ship. Bullish on Alphabet (GOOGLE)
This is the reason most of wsb is peak regard. If they signed the deal with OpenAI, there are memes on circular financing, if they don’t, then there are memes on NVDA dying. Only true regards c*ck themselves thinking it was a good idea to begin with and then question it after being c*cked
The entire pension system is NVDA.
The following stocks not based on indexes have 3x a week expiration for their nearby months AAPL. TSLA. NVDA. AMZN.
People be like: NVDA makes good chips therefore no price is too high.
Hoping NVDA can still be a 10 bagger into 2035
NVDA is king now…. But everyone’s coming for the crown. Ya know.
This is why i laugh at all the NVDA doomers.
Thats what I love about this community. They think this signals the death of AI. IN reality, NVDA saves $100B and can reinvest that into itself or pad its bottom line, and or invest in another company like Anthropic. This NVDA / OpenAI deal was NEVER binding.
It’s not an assumption when we are seeing it happen in real time. Altman declared code red because “Gemini is eating ChatGPTs lunch”. Altman’s words not mine - a word from the CEO of openAI. Most likely this indicates a declining user base. Secondly, NVDA is thinking of raising their 5090 to an astonishing $5,000 per unit. That’s around double of what it is today. Cost of RAM and SSDs are no longer what it used to be pre 2020. This is only going to get more expensive as the AI landscape develops. It’s already happing right in front of our faces and you can’t even deny it. Where is my assumption when the facts are presenting themselves??
It seems like MSFT and NVDA are pretty tied in with this IPO. We'll see if Open AI is truly backstopped by these bigger companies that need an LLM or if this company is all hype.
NVDA plans production and R&D way past 4 years as well…. You’re just wrong in any industry lol
BTC crashing in dollars while the dollar is crashing is pretty heinous. At least shitcoins like NVDA are going up with inflation. Again, I've never been a btc "believer" but this is pretty unexpectedly bad.
Those two probably will be hit harder by NVDA earnings than their ERs
BREAKING: Iran prefutes just opened, SPY is at 769.42 and NVDA is bankrupt Thank you for your attention to this matter!
So tomorrow NASDAQ opens -3%? -5%? I'm guessing everything AI-related ($NVDA, $AMD, $INTC, $ASML, $MU, $IREN, $CRWV, $TSSI, $NBIS, $META, $GOOGL) will bleed badly.
I need some insider tips for ***NVDA*** I wanna YOLO in US Tech Tell me that I need to go long with leverage
So NVDA just saved 100B. Very bullish. Put on MSFT tho
No way NVDA changed its mind just in a day. Someone lied
Jensen to reporters in Taiwan > $NVDA CEO Jensen Huang on talk that he’s “concerned about competition” at OpenAI: # “That’s nonsense. That’s complete nonsense.” # “We are going to make a huge investment in OpenAI… I really love working with Sam.” # “We haven’t made the investment yet because they’re closing their round, but we’ll definitely be involved in the coming round. We’ll invest a great deal of money, probably the largest investment we’ve ever made.”
i mean NVDA putting in less than 1% of their market cap to potentially save 10%+ of their market cap. If open AI and their ecosystem collapses Semi stocks will as well.
Picking just one stock was the problem here. If you are at a brokerage that allows fractional share purchases or Schwab with stock slices, you could spread that $130 out and split it across ten stocks so she can actually learn about diversification. I did this with my daughter several years ago, but I picked 30 stocks in various industries and put them each on index cards and laid them out to let her pick which stocks she wanted to buy. One of her favorites was TGT because she liked shopping there, which has underperformed and lost money (now worth $8 after 5 1/2 years). She picked GOOGL, APPL and AMZN which have done very well, but her best pick was the $10 investment in NVDA which is worth $150 today. There is nothing wrong with teaching her to just invest in index etfs, but if she shows interest in learning how the market works and might consider a career in finance (or even how to handle and invest her own money), I’d suggest trying the diversified approach with fractional shares
$CPSH They are growing revenue at 107% and profitable. Just moving into a bigger warehouse to satisfy growing demand for specialized heat shields for NVDA AI chips, Defense like golden Dome and many others. Recently “broke out” at a little over $5. I believe it is very early. Good financial position with no debt.
I find I've stepped back from watching the portfolio. It feels... Weird. Almost like I'm back in that time period of 2022 where I mostly ignored the portfolio, let it do its thing, and then looked back in 2023 for the fun stuff. Anyway. It's been a mixed January to start off 2026, with the most brutal losses being this last week. Yet even then NVDA and GOOGL managed to have a positive week, and 4/6 of the below have had a positive year so far: * AMD -7.74% 5-Day, +10.54% YTD, -8.84% off ATH. (January) * NVDA +2.07% 5-Day, +2.5% YTD, -7.68% off ATH. (November) * GOOGL +3% 5-Day, +8% YTD, looks like it's just about at ATH. * MSFT -7.47% 5-Day, -11.03% YTD, -20.6% off ATH. (November) * RDDT -16.79% 5-Day, -21.58% YTD, -33.41% off ATH. (September) * RKLB -7.75% 5-Day, +14.78% YTD, -16,85% off ATH. (January) Definitely not too surprised to see MSFT take a hit like this, or to see NVDA or AMD cool off a bit. I miss the days where this sub was rabid about buying NVDA and calling it a day. It's clear that the 'easy money' time is over, and it's time to either double down or start re-examining my reasons for owning what I own. I'm starting to get more and more frustrated regarding OpenAI. Personally I prefer Gemini and think they'll end up winning the day, so it bugs me that so many of my holdings engage in such circular financing with what I believe to be the inferior LLM provider. I think Reddit still has growth ahead, but to my understanding their recent decline is because YouTube is now the number one cited platform for answers from AI models. Checking out my holdings in my home country (the the Canadian ones): * BN -3.2% 5-Day, +4.78% YTD, -8.59% off ATH. (January) * ATRL +1.48% 5-Day, +7.68% YTD, -9.83% off ATH. (September) * Rule 7 (still!!) -20.47% 5-Day, -29.17% YTD, -32.68% off ATH. (January.) Supposedly BAM had some great earnings just a couple days ago, so I'd love to see the mothership benefit from all the good news. I suspect they will have done well, but you can never quite tell until the reports are out with BN. They've had a surprisingly flat year, but I'm not complaining - ultimately a stable place to keep my cash. Overall: relatively happy. Everything is cooling off, but I'm still pretty certain money's going to continue pouring into equities.
Imagine not having a large portion of your port NVDA
NB — Huge potential at current market cap, they have niobium and scandium which are very important and no other mines. They need funding, but are super far into the EXIM loan process for $800M $CRML - pure scam $AREC - massive potential, they have tech to process heavy rare earths and already have a partnership with the government $USAR - they have a shitty mine that will take years to develop. They have no progress on magnets or processing, but have a deal with the government that was massive dilution that should help them achieve that $MP - the NVDA of rare earths. No company comes close But check out UURAF, more potential than any of these :)
The mega caps are the least likely to 100x. Do you seriously think NVDA can get to a $460t market cap?
I have no idea, I could say NVDA, AMZN, GOOGL, MSFT. But look 20 years ago at the largest companies in the US, it’s not those ones.
Anything particular you like about $WDC? I already have some $SNDK and $MU fairly recently opened positions. Heavy in on $NVDA 500+ shares thinking of selling and moving to something else.
A few observations: 1) The core premise is overstated The post talks like Nvidia “bought” Groq outright. What was announced on Dec 24, 2025 was described as a non-exclusive licensing agreement + key hires, with Groq continuing independently; the “$20B” figure is reported/estimated rather than cleanly described as a traditional acquisition price. That matters because the post’s “Nvidia must now secure massive fab capacity for Groq chips” logic is much less forced if Nvidia didn’t actually buy the whole company / roadmap. 2) The Groq → GlobalFoundries link is real (this part is solid) Groq has publicly discussed deploying LPUs manufactured by GlobalFoundries. So “Groq chips involve GFS” is directionally correct. 3) The Dec 19 volume spike is real, but the inference is not The post’s cited 52.58M share volume on Dec 19, 2025 checks out. But “big volume + little price movement” on quad-witching is not evidence of informed buying by itself. It can also come from: options market-maker hedging flows, index/ETF rebalances, large crosses / block prints that clear without moving the tape much, systematic funds rolling exposure. To make the “someone knew” claim credible you’d want corroboration like unusual block-trade prints attributable to specific brokers, unusual options OI changes before news, or subsequent filings/position disclosures. The post doesn’t provide that. 4) “Shorted to the gills” is likely exaggerated The post cites Yahoo Finance stats showing institutions >100% and short % of float ~11.66%. Two caveats: Institutional ownership >100% can happen in reported data because of timing, share lending, and double-counting mechanics; it’s not automatically “proof of a trapped short.” Even taking the Yahoo figure at face value, “short squeeze imminent” usually needs tight borrow + high days-to-cover + a clear catalyst. Another data source puts short interest as 10.05M shares but only ~1.82% of public float (definition differences matter), and days-to-cover looks low. Net: you can argue “short interest exists,” but “dangerously shorted” is not clearly supported. 5) The Wedbush downgrade happened, but calling it a “hit piece” is a leap Wedbush did downgrade GFS on Dec 31, 2025. That’s compatible with “downgrade didn’t stop the rally,” but downgrades are common and not inherently manipulation. 6) The “Nvidia must buy a stake in GFS” conclusion is speculative Even if Nvidia wants more “physical AI / robotics” exposure, a stake in a foundry is only one (and not the most common) path. Alternatives include: long-term capacity agreements, prepayments/financing arrangements, joint packaging/assembly capacity, co-design programs. Also, Nvidia already has deep foundry relationships elsewhere; a GFS equity move would be a big strategic pivot and would likely leak via credible reporting/filings before being treated as “must.” (No solid confirmation surfaced in what I saw; mostly commentary/speculation.) What would actually validate the WSB thesis If you want to treat it like a hypothesis, the confirming signals would be concrete: GFS earnings call explicitly naming Nvidia/Groq-related capacity commitments, an 8-K / press release describing a strategic partnership or equity investment, credible reporting corroborating an equity stake discussion, sustained borrow tightening + rising days-to-cover + persistent call OI increases ahead of news. Bottom line: The post stitches together several true facts (Groq↔GFS manufacturing, the Dec 19 volume spike, a Dec 31 downgrade), but then makes two big jumps—(a) “informed accumulation” and (b) “short squeeze + NVDA stake incoming”—without the kind of evidence that would normally justify those conclusions. Treat it as an entertaining narrative, not a rigorous assessment. (Not financial advice.)
This just sounds like more NVDA FUD. Are you short or holding puts? I hold $60k in NVDA shares and 2027 leaps…I have conviction, do you? The idea that China has “caught up” in AI chips is wild to me. Chinese firms are still trying to order massive volumes of NVIDIA hardware. There are reports of order of 2 million H200’s across only 3 Chinese companies. If Chinese chips were competitive, that kind of demand would not exist. Let’s also remember this is China. What China says publicly is not the same as what it does privately. Their chips remain multiple generations behind NVIDIA, and with Vera Rubin coming, the technology gap is only going to widen. Everyone in the industry knows NVIDIA chips were smuggled into China and used to train models like DeepSeek. That is not speculation, it’s common knowledge. China has also trained models outside the country specifically to access NVIDIA hardware, while also smuggling chips through Malaysia, Thailand, and Singapore. So ask yourself this. If Chinese AI chips are truly competitive, why go to such extreme lengths to acquire NVIDIA hardware while claiming equality in the media? Because the narrative is Chinese propaganda. NVDA earnings will tell the truth.
TBH it all feels cyclical at this point amongst the circle jerk of a few companies, Mag 7 or maybe 10. We might hear on Monday that OpenAI has a breakthrough over Gemini or Nvidia has a crazy new sth and suddenly everything changes. MSFT and NVDA rockets while GOOG tanks. It’s all about the next big news at this point, no earnings, no future guidance, nothing matters.
Jensen Huang‘s comment was to say NVDA would invest “a great deal of money“ in OpenAI. Exactly how much is a great deal? NVDA could give Open AI $10 million; that would be a great deal of money. But it would also be 1/10,000 of the $100 billion they previously said they would give, and would be essentially the same as not giving them $100 billion.
OpenAI = Epstein, MSFT NVDA CRWV ORCL = Bill Gates, DJT, etc cause the former has the latter by the balls and can bring them down instantly if they don't do what they want
So does market dump until NVDA er saves the economy in the final week of Feb? Or does NVDA finally disappoint after 10 quarters in a row of earnings beats?
Listen up you beautiful, illiterate gamblers. While you were arguing about crayons vs glue for lunch, I did something financially irresponsible but spiritually correct. I went $400,000 DEEP ON MARGIN INTO MICRON (MU). Yes. Margin. Yes. All-in. Yes. My broker called. No. I didn’t answer. ⸻ THE DD (DUMB DETERMINATION) 🧠 Memory is the backbone of AI No memory = no AI No AI = no America No America = Europe (🤮) Micron doesn’t make chips. They make THE THING THAT REMEMBERS YOUR BAD DECISIONS. Every AI model, every data center, every “disruptive platform” needs: • HBM • DRAM • NAND • 🇺🇸 MADE 🇺🇸 SUPPLY 🇺🇸 MU isn’t a stock. It’s a strategic national asset with a ticker symbol. ⸻ WHY NOW? Because: • Everyone is scared • Everyone wants a dip • Everyone is waiting for “confirmation” Meanwhile: • AI demand is exploding • Memory pricing is tightening • Capex discipline is real • Shorts are comfy and unaware This is exactly when WSB history books get written. ⸻ THE PLAY 💥 $400K margin 💥 Shares + calls 💥 Time horizon: either retirement or ramen Price target? • Bears: “$380” • Analysts: “$500–$600” • Me: STRAIGHT THROUGH $700 LIKE IT OWES ME MONEY ⸻ THE RISK Could I lose everything? Yes. Could I be right? Also yes. Would I rather be early than late? ABSOLUTELY. If this hits, I’m a genius. If it doesn’t, delete app, move to woods, raise goats. ⸻ FINAL THOUGHT They laughed at NVDA at $300 They laughed at TSLA at $200 They laughed at every man who pressed BUY when fear was loud Now excuse me while I stare at premarket and pretend I’m calm. MU TO THE EFFING MOON 🚀🚀🚀 SEE YOU AT $700 OR THE SOUP KITCHEN
Listen up you beautiful, illiterate gamblers. While you were arguing about crayons vs glue for lunch, I did something financially irresponsible but spiritually correct. I went $400,000 DEEP ON MARGIN INTO MICRON (MU). Yes. Margin. Yes. All-in. Yes. My broker called. No. I didn’t answer. ⸻ THE DD (DUMB DETERMINATION) 🧠 Memory is the backbone of AI No memory = no AI No AI = no America No America = Europe (🤮) Micron doesn’t make chips. They make THE THING THAT REMEMBERS YOUR BAD DECISIONS. Every AI model, every data center, every “disruptive platform” needs: • HBM • DRAM • NAND • 🇺🇸 MADE 🇺🇸 SUPPLY 🇺🇸 MU isn’t a stock. It’s a strategic national asset with a ticker symbol. ⸻ WHY NOW? Because: • Everyone is scared • Everyone wants a dip • Everyone is waiting for “confirmation” Meanwhile: • AI demand is exploding • Memory pricing is tightening • Capex discipline is real • Shorts are comfy and unaware This is exactly when WSB history books get written. ⸻ THE PLAY 💥 $400K margin 💥 Shares + calls 💥 Time horizon: either retirement or ramen Price target? • Bears: “$380” • Analysts: “$500–$600” • Me: STRAIGHT THROUGH $700 LIKE IT OWES ME MONEY ⸻ THE RISK Could I lose everything? Yes. Could I be right? Also yes. Would I rather be early than late? ABSOLUTELY. If this hits, I’m a genius. If it doesn’t, delete app, move to woods, raise goats. ⸻ FINAL THOUGHT They laughed at NVDA at $300 They laughed at TSLA at $200 They laughed at every man who pressed BUY when fear was loud Now excuse me while I stare at premarket and pretend I’m calm. MU TO THE EFFING MOON 🚀🚀🚀 SEE YOU AT $700 OR THE SOUP KITCHEN
Thanks Bluebird, all good info. Feel free to DM me some tickers to keep an eye on. I play this game with NVDA or AMD as they fluctuate +/- a dollar all day.
NVDA is a theta farm
PE on current year 6-30-2026 estimates is 25. That is cheap historically for MSFT. It usually trades with a PE of 30 to 35. Only MSFT and NVDA have monetized AI meaningfully. I bought more this week and plan to add to my position if the weakness persists.
Bc Groq is developing in-memory TPU-like chip designs that will bring down the cost of inference by orders of magnitude. The manufacturing capability still only lies with TSM. GFS is incapable of leading edge nodes. TSM spends GFS's entire market cap on R&D each year to stay leading edge. NVDA/Groq chip designs only work on leading edge. So if your entire thesis is based on GFS making NVDA chips, that isn't going to happen.
This company uses legacy processes for automotive and such, since they stopped keeping up their manufacturing process with the industry leaders. Low margin business and they have trouble getting and staying above 0 EPS. Not sure why NVDA would invest in them. GloFo does general logic manufacturing, which is different from specialised RAM/Flash manufacturing, so they can't even serve that purpose.
Jensen not on the list = NVDA to 10 trillion and our new president?
You know what else is volatile? Silver Gold and NVDA. I am up 10x on my bitcoin. Again you dont know what you are talking about.
Yeah, $GFS has gone nowhere for over 5 years, while it's being shorted into the ground.... I see this stock hitting ATHs again if $NVDA does a buy a stake in GlobalFoundries....
Good !! Well deserved crash ! There is another 2000 dollars to go down . And another 30-40 % for silver !!!!This is a pre warning to PLTR, NVDA, TSLA and all other tech pump holders for their upcoming awakening
$AMD shoulda kept it's 1/3 stake in $GFS if it turns out $NVDA was gonna invest in them....