Reddit Posts
Why is no one talking about Fabrinet?
i don’t know anything but i am pretty sure green means good
If you had $100k to put into just one stock, what would you pick?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
New paper: an AI options trader made 18.3% in 6 months, until researchers let it read the news
Wave Theory Levels for SPY & NVDA (Week Ending Oct 9)
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
NVDA partner BRUN signed 525M Deal with more coming 👀👀👀
$17K in 2017 to now. I just hold and use it as collateral for margin.
Let's fund SPCX 40B for their NVDA gpu purchase
The AI capex boom is increasingly a bet on AGI, not current economics
AI Doesn’t Give a Fuck About Recession
SpaceX Doubling Its Debt With $40B NVDA Chip Buy
$NVDA is now worth more than $META, $AMZN and $AMD combined
NVDA call options, locking in profits of $22,143
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
Markets Grinding Higher; Models are More Cautious
Everyone agrees AI is a bubble. So why does no one sell?
Nvidia $NVDA manufacturing partner Foxconn reported Q3 sales of $95.4 Billion up 47% YoY beating expectations of ~$89B
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
Midterms Nov 26 to Jan 27. Trump loses & these stocks will crater. (BTC, AI, DataCentre, Tesla, SpaceX) right?
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Once again S&P1 seems to be the best long term strategy over the S&P500
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
AI Stock Crash, while AI Tech is Universal - Prediction
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
$NVDA reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults - FT
$NVDA has authorized an additional $150 billion share buyback program
$NVDA Launches Open Agent Safety Platform to Secure Agents From
My portfolio strategy for this week is foolproof
Bought $7.2k of NVDA calls at 3:59. Wrong expiration 🤦♀️
NVDA,Bought the right play with the wrong expiration 🤦♀️
If market takes a shit wishlist — what prices are you betting your house on ?
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
Nvidia CEO shrugs off AI doomsday to protect it's $5.38T cap.
Einride $ENRD to Build Next-Gen Autonomous Trucking Stack in $NVDA Hyperion
NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
NEVER KYS PART 2 — We are almost even with QQQ since I downloaded Robinhood❤️
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Most popular stocks review NVDA, META, MU
NVDA update – held green through the Fed hike, pre-market $217
SOXL 9/18 $130 strikes at .12? Hmmm.. 🤔
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
Looks like the NVDA bears got lucky todayyy!
WallStreetBets is a psyop to profit off the greatest wealth exchange in history. Give your inheritance to Jane Street
Sentient AGI will never kill off humans! Loading up if tomorrow is a red day.
Best call options to gamble for next Wednesday Fed decision?
SEPT 16TH DD: The Fed gonna mess up your calls (OR) J-Pow’s successor is bringing back the 1980s. Grab your helmets? (co-written by Gemini)
Everyone’s Chasing NVDA While Korea Is Quietly Building the AI Memory Trade 👀 KSMH
Absolute YOLO - 350 NVDA contracts expiring in 2 trading days ($16k)
Mentions
NVDA under 220 seems great but that stock is super nitro gay and I just can’t do it
This is the macro shakeout before tech earnings which will run all the way to NVDA 11/17, which will be a sell the news event, it always is. Once IV calms down, tomorrow or next week, start building 5 week calls and let em run but sell before NVDA reports.
That NVDA dip was SO FREE MONEY, haahahah this is so easy
Out of the companies I listed: $NVDA, $TSMC, $TER, $META, $ASML, $MU, $SNDK, $MSFT Name one that is currently "making less money than it is spending" ? Or "not making money".
Your lips to gods ears my dude. Wild watching it trade inverse NVDA damn near tick for tick
Buying now or waiting for under $200? I'm thinking of dumping my garbage space stocks and just putting most of it into NVDA
NVDA, T decided to become anchors in my pf
Hate that I’m actually toying with buying CRWV calls purely because it doesn’t make much sense for NVDA to let them implode in the near term
It's just a few companies propping up the index while every other stock suffers. My port is held up by GOOG & NVDA while every other ticker is a death sentence right now.
I'm talking solely hot IPOs. The rules were different then, that's my point. SOX Act in 02 and JOBS Act in 2012 and more recent deregulation of private equity/private credit have all made it so that companies can delay going public indefinitely, until economic conditions make it so insiders can get the best payout and highest paper valuation. You are exit liquidity for those IPOs, AAPL, NVDA, META, etc were forced to IPO so you weren't acting on their terms when you bought stock. You got me on Sandisk, but technically that was a spin off from western digital.
Fine. I’ll buy some NVDA leaps.
What are you talking about? AAPL capex is decreasing considerably TTM. NVDA forward stock multiple is 13.
Who else is buying this NVDA dip?
Moving money from LLY to NVDA rn.
Imagine no buying this NVDA dip. You think the hyper scalers lead by mega billionaires are in the same circles as us or even the dumb fund managers that are scared of this ai trade?
I’m monitoring the situation in SPY and ai stonks NVDA and INTC. Things are relatively stable, don’t worry. Two day sell off seems over for now.
There are people who bought NVDA because they wanted it to go to 6 trillion.
How did NVDA drop $30 in 7 trading days
God forbid you'd have bought AAPL at Jan 1 and got 26.5% or NVDA and got 23 or Sandisk and got 590% or Micron and got 221.63%. Hedge fund index ytd is 8.27% and spy is 12.
how much will NVDA fall? I say 3%
Yea shit bounces on the way down and shakes out retail. Most of the selling is big money that owns NVDA from 12 per share
fair point on their core businesses, but you're ignoring the wild inter-company financing loop happening right now. Big Tech and NVDA are literally investing in each other and the same 4 AI startups for the 10th time. NVDA funds a startup -> startup buys NVDA chips & rents Azure cloud -> MSFT & NVDA report record revenue. on paper it looks like organic structural growth, but underneath it’s insane circular leverage.
No, it’s infrastructure. They are buying chips and data centers. They’re digging for gold, and NVDA is selling them shovels.
NVDA was at 240 10 days ago... aoutch
All I did was buy some NVDA at the close yesterday and I feel like I’m being punished by god like a character in the bible. F this market man
At this point I’m tired of pretending I know what any of this shit means, just tell me how much today gonna hurt my MU, NVDA, AMD, and GOOG?
PPI and CPI hot as hell. He is gonna fire Jensen and make Iran the owner of NVDA by Monday.
You mean market cap weighted? Because that’s what’s holding up not “manipulation”. Bigger companies like NVDA make up a bigger % of the index
Just a reminder y’all. Last time I checked no “bubble” was ever known as a “bubble.” Also it’s fairly odd massive trades made recently on selling calls on INTC last week, big moves on Jan NVDA puts and MU, Musk randomly complaining about CRWV, Burry moving things up, and our good friend Leo. It’s all staged! This is going to rebound in the next 7-14 days, buy the dip and don’t worry. 😘 In Tom Lee I Trust.
I mean if you short 10/20 top companies at ATH generally you’ll get some winners. He also went long NVDA after earnings so yknow
Entry price points to watch out for NVDA: 80 AMD: 20 SPCX: 5 SPY: 450 QQQ: 400
Even NVDA is getting wrecked AAPL is the economy now
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $200.00 (below) | $221.41 | -9.7% | Fri 6:21 AM ET |
Last November this same thing happened and it lasted two weeks. NVDA was at 171. Then magically after two weeks, everything went back.
If I wanted to be safer, NVDA, MSFT, AMZN, GOOGL. Also maybe MELI. All in Google or Amazon would be totally solid. If I wanted to take a really risk in hopes of 10xing in 3-4 years, PLTR. I would NOT do this though.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $275.00 (above) | $221.41 | +24.2% | Fri 6:16 AM ET |
NVDA is always my pick. Looking at Micron as well...
Not really. Just retarded. I'm fully maxed out on margin in mostly NVDL. So while I have a ton of exposure to NVDA, it's not like I have a mil of NVDA in actual stock.
Weird thing is that NVDA was hitting ATHs like two weeks ago
Dude fuck my goddamn life dude. NVDA/NVDL just keeps fucking dumping. I'm down 20k in a fucking day dude. In a goddamn fucking day.
There is little that is obviously clear here but I think you have to think about what the most likely explanation is We all saw the mania of the market . . . that typically leads to a bunch of malinvestment . . . is this going to be the exception to the rule? The AI makers and the companies investing in this didn’t know the public would react this way when things got started. The big spending that has come after is a reaction to people throwing money at them . . . it got too big too quick and there isn’t really a plan except pretend there is a plan and that things are fine. There are a lot of charlatans that have been elevated by this (NVDA CEO being the big one) The real question is what happens when one of these big tech companies can no longer lend Anthropic or OpenAI more money . . . then we’ll have a clear answer how profitable they really are. At some point that is going to happen
At this rate NVDA will be delisted by end of next week
Man, AI is not just NVDA, Anthropic and Jensen. Someone is actually using this stuff to build software and run their LinkedIn account on this stuff. Most of these people don't know anything about tech or how to run a business. Mature, robust companies are usually the last ones to catch up on any technology hype. I would say they are usually 5-7 years behind on the hype cycle.
$NVDA, $TSMC, $TER, $META, $ASML, $MU, $SNDK, $MSFT, the fuck? The list goes on and on. This is also during the scale-out period when the companies need to spend insane Cap-ex. Imagine if that cap-ex pays off and translate to scaled revenue?
NVDA. don't think this AI run is gonna end anytime soon
Not the same thing, providing webhosting has always been a profitable business with constant demand. In AI, nobody except the people selling the shovels is making profits (NVDA) and with local models on the rise, will we even need all the data center compute in the future? We’ve already seen Oracle preparing a force majeure exit from their data center projects which, if it happens, would be cataclysmic for the entire sector.
hedged my port on that little rip just now, i am at peace all bears are gay AI hardware is manipulated by ken griffin who will be in prison eventually NVDA 300
Lol what planet are you on? +70% is better than what I could on META, NVDA or any of the others on the 1 year - and it's about the same as NVDA looking to when I first invested back in 2024 (considering I did a big buy then at around then same time NVDA was $100, and then have been averaging up since so I would have also averaged up with NVDA). You guys are allergic to making money. I'm blocking you because there's no point in engaging.
There is some time before that happens. As somebody deep into the field (currently working directly with CRWV and NBIS as one of their GPU providers), the hype is so much, the plans are so big and the money flowing is in an uncharted territory. Nvidia will keep as many of them afloat as possible for as long as they can. NVDA opening up run.ai is not a random thing and it isnt just “we want the people to thrive for free” situation - they are setting up for more and more demand. While I agree most of the neoclouds will eventually just go tits up, it isnt the forecast pf the next couple of years (2030 mainly).
In case this makes you feel better. This guy on Twitter (Banana3Stocks) bought 500 qty NVDA 250c 12/18 at 10.xx few days back
Depends on if you think capex will slow down. The forward PE is still in single digits for the chip names, so no reason not to bet if you think it's going to get to NVDA's forward PE. But if you're not AI pilled, this play makes no sense.
Nope. I sold and trimmed through the top in Q2 in April, May and June, made some trades in between July and August, collecting premiums on cash secured puts, buying some puts here and there. Now I started buying stock in the past couple days. I still remain bullish. I bought NVDA into my ROTH today too.
PPI affects inflation trajectory which affects rate hikes and bond yields which affects NVDA
Semis sell off continuing after hours (MU -2.75%, AMD -2.77%, NVDA -1.54%, etc. rn) gonna be another rough one. Maybe TSM earnings can help turn the tides into Friday…
Well, technically, if you’re not in one of the 6 mega-cap stocks propping up the market, there’s a very good chance you’ve been dipping for a bit now. And let’s face it, this is WSB. Nobody here is loaded up on AAPL, NVDA and META.
NVDA. The most profitable company in the world at the center of an emerging industry that will transform business over the next 30 years. And the stock is at a good multiple at the moment.
First they took our jobs, healthcare and ate our cats. Now they’re taking our NVDA and MSFT. Monsters! /s
Every one of them except NVDA is down at least 20% from ATHs.
NVDA buying their shares if they drop below 40.
i thought NVDA was going to backstop them at 40
The fact that older generation GPU's are still in demand is just further proof current demand exceeds supply - a sentiment that every major AI related tech CEO has echoed. CRWV already has NVDA A100 contracted out through 2029 - giving the GPU released in 2020 a 10 year life cycle. There will likely come a day when newer generation GPU's will start deplacing the older. But that day will be several years into the future at the earliest. Supply chain is constrained everywhere - fab can only produce so much, grid is constrained, energy generation infrastructure takes time, memory is backlogged, turbines are backlogged, construction equiment is backlogged. Even the most financially succuessful businesses in history are facing fincial constraint - when $100-150b in net income a year is not sufficient to scale at the pace you'd prefer.
Do you have a certain % gain you exit at? What do you mean when you say you do this on SPY and then mention you’re doing it on PLTR and NVDA too? Do you mind sharing what your gains look like?
Because surely there's no way companies will struggle to cough up all the money MU is expecting to take in over the next few years right? It's not like there aren't giant flashing warning signs right now that companies like ORCL are already struggling to manage *current* debts. Maybe they just need even more circular financing deals from NVDA to get them over the hump, nbd
NVDA isn't 50% of the index lol
Right. And all the profits are going to NVDA.
He also shorted PLTR, NBIS, and NVDA before they ripped, he’s makes more money on substack than he does shorting
NVDA also showed slowing growth once during the ramp up of the AI buildout. I’m sure that worked out perfectly fine. They are only 3 years old. This will take time and this technology has unlimited potential. Each model is better than its predecessor and you have no idea where we will be in the next 2 years with AI if developments keep up.
NVDA selling you the shovel and the financing to do it
I just bought 55k worth of SOXL wish my luck. Currently I have 50k in AMZU 50k in GGLL 20k in NVDA and NBIS and 100k in QQQ. All bought today after hours
The year is 2046. AI is completely dead. NVDA is still $226.
NVDA the next Globadyne
What the actual fuck bitch. Is NVDA going to go back up? How the fuck does it drop from 240 to 225 and then shit again down to 219? I buy the dip and it KEEPS ON FUCKING DIPPING WHAT THE ACTUAL FUCK.
Dude, I fucking hope it goes up. I bought in NVDA when it was at 225 and somehow it just kept fucking going down. How the hell does it go down when it was at 242 literally last month? A little scary .6% higher inflation? Come the fuck on dude.
I already doubled down on my double down. 2x leveraged ETF with max margin. I have 500k exposure to NVDA rn. And that shit moves fucking fast. I can't fucking believe NVDA literally just fucking grinded downward all fucking day today.
I'm so fucking retarded dude. I bought NVDA stock on the dip, and it just kept fucking dipping. So I sold some of it and got NVDL, it kept dipping, and eventually I sold all my NVDA for all NVDL, and then bought more on margin. I'm down like fucking 18k today dude. What the actual fuck. All because inflation came in .6% hotter? COME THE FUCK ON. JUST MY GODDAMN FUCKING LUCK.
NVDA, AMD, Micron, and Apple should fuse and become one big AI megazord
Puts on NVDA three different ways, someone's got conviction
NVDA could continue to finance CRWV data centers at any rate they want LMAO
Iran will probably get nuked and NVDA will go up 28% at the same time
I mean NVDA here? Same price as before last earnings. Of course 80% of their revenue is from data centers, so that could suck for them...
So when will you realize a gain ? Look at the yields : |Stock|Your price|Earnings yield|FCF yield| |:-|:-|:-|:-| |AMAT|$459|2.5%|1.5%| |MU|$939|8.0%|5.5%| |FN|$414|3.1%|0.03%| |NVDA|$224|3.5%|2.3%| |NBIS|$189|\~0.1%|Negative| |LRCX|$295|2.0%|1.3%| |NU|$15|4.9%|Negative\*|
NVDA is trading at 17 times earnings. Half of last year’s value…. So Yeah, this market would be ripping if it weren’t for inflation - yields - oil…. Trumps sucks my nut sack
out of all the AI related stocks NVDA gotta be the safest one.
My NVDA puts are up $100. Still $5500 to go before they're in the green but let's get it.
If you’re going to hold you don’t want to hold nvdl long term, switch to NVDA I would see if 210 holds then consider selling for a loss , we are oversold so will probably get a bounce but the way hike odds have been moving this really isn’t the greatest buy the dip market
Its so fucking predictable, once NVDA hits all time highs sell everything happened last time aswell
The only NVDA I'm holding is whatever is in my market-wide ETFs, and whatever I put a few K into as play money when I was younger.
MU and NVDA DRIPPING after hours still… so crazy and BS
Down 80K today. Got one NVDA Leap ending Dec that is concerning. Otherwise just hope the best. The rest LEAPs are expiring 2027 Jun.
NVDA has topped out. After literally only hearing about AI AI AI AI from the media for the past year, its only up 3% from this same month last year. 3% after all that pumping? Nahhhh She done