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
Jensen can't seem to catch a break. No matter what he announces at GTC, NVDA will drop due to geopolitical issues. RIP.
Iirc NVDA assembles all their shit in SK. Since SK imports all their energy, imma say a lot.
NVDA calls at open. Why? Why not?
NVDA has sold enough compute to last for years to come if demand slows down even slightly.
Are my NVDA May'26 190calls cooked? 😭
Watch NVDA closely. If it breaks 170, it could take a 25% hit. Where will the overall market be then?
Before market open Jensen announces a new NVDA chip that squirts oil. Stock up 14% pre-market.
I am buying NVDA, GOOGL, TSLA, etc as we fall
NVDA below 180 is the easiest buy ever
I think the market ends in the green tomorrow. The war will be over sooner than later. America has enough oil and is now an exporter. It’s all just a bunch of FUD. Too many great stocks on sale now to pass up! NVDA, AVGO, MU, ORCL (earnings will crush on Tuesday), PYPL, AMZN…these stocks are cheap now. I’m buying 💰
# NVDA still stronk. Fuk that company.
Yet somehow my NVDA is down 10%!
Algos won’t let NVDA breach 170, free tuddy here
googl and NVDA calls for sure TSLA too purely because it just retardedly bounces without fail
NVDA just closed one of its Middle East offices.
What you talking about? NVDA and AVGO both down pretty bad
Hot take: This S&P 500 dip is just proving that the market is illogically scared because of a war that doesn't yet seem like it will affect the top public companies. Very similar to the illogical crash that happened last april due to tariff announcements. All the top companies still have incredible potential and are reporting healthy results and future outlooks. Unless AI is actually a bubble, which is not why the market is currently dipping, the stock market will rebound and rise. NVDA is still very possibly a 10T dollar company, Google still makes the best AI and prints money with advertising rev, Amazon still has AWS and the dominant online shopping site. Look at literally all the top 500 companies. For a vast majority, there is no logical case to be scared of them declining in value.
Dam hopefully NVDA stays this low till open so i can buy
What do you think? NVDA 185 end of march?
Yeah all $NVDA bulls said that last year lmao. People STILL don't get how much of a pump and dump it is just because of the fundamentals. Just play the rise into earnings, and then short dated puts on the immediate rug pull.
dont forget about oracle, they're already dumping overnight so my guess would be oracle is going to counteract whatever NVDA and MSFT makes for gains. tomorrow will definitely be interesting
I feel similar, but I'm wary of touching the index for a 1 day dump because in a liquidity crisis like what tomorrow and Tuesday will be, money may blindly flow into stuff like NVDA and MSFT for some safe haven space since they are cash solvent companies while almost everything else in the index burns, but this props the index up. So my theory is deep OTM puts yes, but not on SPY basically on any individual stocks that aren't oil, defense, shiny rocks, or the highest cash heavy tech
NVDA is down almost 3% shit is fucked
Glad I closed my NVDA option position for a small profit Friday instead of holding it for a bounce tomorrow.
If NVDA goes below 20 forward P/E I will Max out every margin I have to buy LEAPS
Breaking: Iran names the guy who bought NVDA at the top as Supreme Leader. His first decree: “We will double down.”
I short any NVDA pump that I see. 212 was. The easiest short of my life.
Time to just buy NVDA and chill until this whole thing blows over
I'm not selling. I loaded up with Googl shares, NVDA way OTM options and VIX puts, this dip won't last forever my second head in my pants told me so
Ai collapse? NVDA just beat by 80% last week LOL
My NVDA calls are printing on Monday right guys?
is my NVDA calls cooked? 😢
My LEAPs portfolio is going to expand tomorrow. Holding NVDA, NFLX, HOOD, SOFI & SPY so far...
Had to get out of NVDA last week for a 30% loss.
CRWV the garage bitcoin mining operation that turned into AI darling because NVDA needed to make GPUs scarce again? Sorry man
NVDA is the new INTC. Today, it is 178. Buy now so in 30 years it will finally be at 180. Don't worry, I have 1000 shares.
The obvious risk to all this bear sentiment is that 6 months down the road, we are all looking at NVDA @$177 and thinking “how could I have missed that buying opportunity”
What would drive it though? NVDA and AAPL haven't budged. COnsumer staples, utilities, etc. are now overpriced. Only thing to lead a runup would be for CRM/MSFT/AMZN to skyrocket, along with banks. That requires some big narrative shifts
are we pumping micron now? a deeper dive: - re-entry of the micron FUD by korean media regarding micron being EXCLUDED from nvidia vera rubin because of slower hbm4 speeds, losing out to samsung/sk hynix. micron already refuted a month ago and already sent out shipments. - war affecting LNG shipments which is necessary for memory FABs affecting all 3 big players - Samsung, SK.Hynix, Micron. - fears regarding AI spending - oracle/openAI ending their data center in texas BUT there are already plans for a replacement lease of center with META and NVDA. - general broad market scare regarding Blackrock stopping liquidation of one of their funds - which is based on loans that is very illiquid and likely affected by the Iran war. Cease fire would sound good. South Korean FUD ending would also be good. Micron back down to early February lows with similar fears but now with war.
AAPL heading to 300 within next 2-3 quarters, think about it just made macbooks / iphones more affordable, the ecosystem capture and downstream income from that is what will bring in juicy returns that STAY, think about someone with an iphone, u dont stop there, u have I everything, apps out the wazoo (app store profits, and on and on and on) apple here to stay, its the standard of care for everything we use in real life. Will it 100x like NVDA did? most likely no, but it also wont fall down 100x like NVDA can when / if AI underwhelms.
Thought I was banned for loving NVDA too much 🤣
I am once again, asking NVDA to fly to 192
My NVDA and Intel calls are in big trouble
Does that mean NVDA and Googl will sell less chips?
Sooo my NVDA and Intel calls are fukt?
>NVDA's new chips > ... > DDR**4** prices is there literally any device that's using new nvidia chips and ddr4?
#NVDA GANG Members checking in
> than chasing NVDA at all-time highs $30 below all time highs
That’s what people thought when NVDA hit 70 (split adjusted) and yet there was almost another 3x to go.
NVDA is trading at 22 forward p/e, which is historically low for NVDA and well below Nasdaq 100 average forward pe around 30. Expectations are low. Market is fading the Godfather's guidance.
This is simply alt coin season after $NVDA peaked. We all know what happened in the 2017 alt season. Every alt coin dumped more than 95% after that except a few like ETH and BNB
NVDA is done for in 2025 itself , expectations for stock is so high that unless they solve world hunger it won’t go green much. Even if did solve, I see a 2% raise or 2% down
NVDA is back bone. All data shows they are still in high demand. They'll continue to launder and round trip this fiasco until the #'s show otherwise. All their unprofitable subordinates will zombie walk.... For dot com bubble context. Cisco & Corning were the backbone. Their demand absolutely collapsed, so bad in fact their purchased products weren't even used let alone sales drying up. If NVDA is selling this bull market isn't collapsing. IMO only thing that derails this train is memory prices, but NVDA will probably just subsidize anything threatening to derail the train just like they have with CoreWeave.
For the market to actually fall hard the big boys NVDA, META, amazon, msft have to crash....they are all already down 20-50% and at very attractive valuations....good uck with that happening
Where’s the NVDA 5K guy? He still calling his shot?
#NVDA GANG Members checking in
Just be glad NVDA gpus don’t go through the strait, then we’d be truly fucked
is NVDA going to pump this coming week or is it dead in the water? 🥲
Rather than switching, consider keeping some of both. While my largest semiconductor holding is NVDA, I also own shares of AVGO, AMD, KLAC, and TSM.
Thinking of switching my NVDA shares to Broadcom
Well it depends what else is in your portfolio, and on the specific company too. Enron bad, something like MSFT or NVDA is no Enron though. MSFT is actually undervalued compared to the rest of the index right now imo, like this past week it was up when everything was down.
Michael Burry was right on PLTR & NVDA
NVDA floats around $180 since like August, MU seems to follow chip manufacturer sentiment patterns to some extent, China has huge expansion plans, Hynix, Samsung seem to have more focus on high demand HBM. I don't see an insane growth opportunity, +20-30% with a perfect earnings report, but if they have sold all of their modules, it'll take a year to arrive with good news. And a year in the current AI timeline feels like an eternity.
“Underpriced” doesn’t actually refer to share price. It is usually referring to price/earnings or price/sales. Price per share is more affected by the number of shares in the float. BKNG is 4,500 per share. That doesn’t make it 40x more expensive than NVDA at $170.
I heard about NVDA on CNBC in 2015 and bought some. That worked out ok I think.
Great analysis. The custom silicon angle is what makes AVGO fundamentally different from the NVDA/AMD narrative. The 1GW to 3GW Anthropic compute ramp is staggering -- that kind of YoY scaling in inference/training infrastructure implies these hyperscalers are planning for a world where AI workloads grow 3-5x annually for the foreseeable future. On the $100B target, I think it's plausible but requires at least 2-3 new hyperscaler engagements beyond the current five. The networking revenue mix shift to 40% is arguably the most underappreciated part -- as model sizes plateau, the bottleneck shifts from compute to interconnect bandwidth, which plays directly into Broadcom's Tomahawk positioning. The real risk I'd watch is whether the current Gulf conflict drives a broader macro pullback that forces hyperscalers to moderate capex plans.
I think this is a good take and likely shift over time. Agree on NVDA. I have small investments in many you named, and a larger one in GLW due to basis. I also beleive in focusing on broad market. But have also made some ai and ai infrastructure bets mostly through etfs
Stick to NVDA next time.
I think you’re already seeing it. ROBO and of course NVDA are proxies for the AI trade and they both rolled over pretty hard last week while software caught a bid. Late cycle behavior imo. I like the options bet against the QQQs as I believe the next logical extension of this is that “oh fuck the hyperscalers really did incinerate hundreds of billions of dollars.” I’ve got a sizable QQQ put position too.
About to feel the pain on my NVDA and Intel calls next week
GOOGL, NVDA, AMZN and UBER for me. Truly stocks I have zero doubts about and can sleep comfortably even with some short-term setbacks. Take a look at their valuation and fundamentals: https://www.stock-table.com/fundamentals?public_uuid=33dbe1a3-e1ff-4d2d-8c5c-91e34ea76b67
I’ve a better story. I put a way out money bid to buy NVDA back in 2018 and never bothered to cancel it because I completely forgot. Then out of the blue decided to open Robinhood and see all these gains.
I bought AMZN, NVDA, and a few others Ill keep close to the vest, about 3 days ago when they were dipping. I suggested the same here and was downvoted. I then spent the next 3 days trading UCO from a relatively small 4 figure initial into a mid 5-figure realized profit while also monitoring my other holdings for what I perceive as a sell signal. Ive been trading(with intent) for the past 2 months and would be called a liar for sharing my P/L This current market doesn't tell you what its going to to, it yells it.
$NVDA pullout is concerning. I don't think it hits $40 again without a monumental momentum shift in that whole sector, during which time other similar-ish plays would do better anyway
Top SPY Holdings by Weight (Approximate as of March 2026) NVIDIA Corp (NVDA): ~7.5% - 7.6% Apple Inc (AAPL): ~6.5% - 6.7% Microsoft Corp (MSFT): ~4.9% - 5.2% Amazon.com Inc (AMZN): ~3.4% - 3.6% Alphabet Inc Class A (GOOGL): ~3.0% Broadcom Inc (AVGO): ~2.5% - 2.6% Meta Platforms Inc (META): ~2.4% Alphabet Inc Class C (GOOG): ~2.4% Tesla Inc (TSLA): ~1.9% Berkshire Hathaway Inc Cl B (BRK.B): ~1.5% State Street Global Advisors +7
We would likely see it in the mag7 earnings guidance before seeing it reflected in the market. As long as the mag7 are printing money, your assumption is a long shot. With the exception of NVDA, the others like aapl, Amzn, meta, and MSFT are not going to major earnings contraction if AI doesn’t live up to its hype. Their core business will continue. This isn’t CSCO losing business because the internet bubble popped.
This means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means
NVDA 2018, Amazon 2017 I couldn’t buy a whole lot though, but it’s paid off. I did sell some NVDA at 150, 160 bc it became too big of a ratio in my portfolio bc it had split several times.
The semiconductor angle here is the one I do not see discussed enough. Taiwan fabs run almost entirely on LNG for power generation. TSMC alone consumes roughly the equivalent of a small city worth of gas. They have approximately 60 days of reserves on island, which sounds like a lot until you realize the Ras Laffan plant going offline is not just a Qatar problem - it is a global LNG allocation problem. If you want to understand what happens to NVDA, ASML, and the entire AI infrastructure trade if this drags into April, look at what happened to DRAM prices in 2022 when European energy costs spiked. Manufacturers started throttling production not because of demand but because running at full capacity became economically irrational given input costs. Same logic applies to foundry capacity. The market is pricing this as an oil story. It is actually a global energy allocation story, and the second-order effects hit equities that most people assume are insulated from Middle East risk.
The semiconductor angle here is the one I do not see discussed enough. Taiwan fabs run almost entirely on LNG for power generation. TSMC alone consumes roughly the equivalent of a small city worth of gas. They have approximately 60 days of reserves on island, which sounds like a lot until you realize the Ras Laffan plant going offline is not just a Qatar problem - it is a global LNG allocation problem. If you want to understand what happens to NVDA, ASML, and the entire AI infrastructure trade if this drags into April, look at what happened to DRAM prices in 2022 when European energy costs spiked. Manufacturers started throttling production not because of demand but because running at full capacity became economically irrational given input costs. Same logic applies to foundry capacity. The market is pricing this as an oil story. It is actually a global energy allocation story, and the second-order effects hit equities that most people assume are insulated from Middle East risk.
Well, YTD NVDA has done twice 175 to 190 don’t they? Even with LEAPS, you go 5-10 contracts in each round, that is some easy 20k profit. Are you in pm today?
just swing trading these as their price trades within a range? you're saying you don't expect NVDA to hit $200 but you can make a good profit by buying in at a good price like 175 then sell at 190?
So NVDA and now Oracle pulling out and taking the morning after
NVDA is going nowhere fast. Neither down nor up - stuck in a channel since October. It’s great for selling premium - calls when it’s up to 190, puts when headed down to 180. But to own?
Everyone distancing themselves from OpenAI now it seems. Didn’t NVDA just say they won’t be putting more money into OpenAI? … or did I imagine that?