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
Give reach other ten bucks. It's like OpenAI and NVDA. You can both call it $20.
Yes. I even hail-Mary-added some MUU this aftn. And I'll be surprised if NVDA doesn't start climbing back up plenty, too.
that NVDA, Chinese stocks, etc. but he is not a long term investor, people miss that.
I am currently up 719% all time. It’s unbelievable how easy it’s been over 3 years to read through all the bull crap time and time again. The market is dipping. On the fear of ai spending. WTF does that even mean. Anyways sectors follow suit. NVDA just needs to report and reiterate they don’t plan on the full 100 b originally announced to open ai. Easy 215. Plus these sells to china EOY 250. Id call it free money buy im not arrogant and it’ll bite me but i have strong belief in that statement. https://preview.redd.it/56t6nzkjulhg1.jpeg?width=1206&format=pjpg&auto=webp&s=58762fdb0d20078adc6b2f64c9da321965f1e863
1. NVDA 2. NVDA 3. NVDA 4. NVDA 5. RTX missiles powered by NVDA chips.
$GOOG capex expansion was a surprise, but what's even surprising is that $NVDA/$AVGO still got sold down to these levels today regardless. So don't bet on rationality somehow taking over. This is one of the dumbest markets I've seen when it comes to semis.
They are taking your cash as shareholders and giving it to NVDA, memory cartel, and electricity companies. The whole point of owning equities is that you have claims on cash and cash flow. But low cash flow or low cash, but high market cap, doesn't make sense. If AI bubble.collapse, all that cash was wasted and you still have fixed and variables costs from the datacenters to pay for.
Don't listen to the 🤡 s. NVDA's explosive growth has been built on the back of AI data center buildout, where other companies CAPEX has been NVDA's revenue. Now, most people just look at the earnings and are impressed, and don't go much beyond that for analysis and optimistically buy into the hype. But reality is, NVDA has been partially paying for some of that CAPEX themselves via discounting their hardware for equity in other companies (for potential future revenue), but essentially making their earnings a bit better than they actually are by playing the same sort of shell games that companies like CVNA & META have been doing: hiding their debt + deferring costs in proxy companies designed to eventually IPO at a high price, to be dumped on unwise investors. (proxy examples: OpenAI, CoreWeave, BlueEyeCapital, BridgeCrest, DriveTime) Now competition with hardware is growing (e.g. INTC GPUs, or just look at GOOG and how their TPUs are cost efficient in comparison). The earnings growth is also slowing/stalling, but the CAPEX continues to rise. Easy to see where this is going. If you aren't aware yet, this is very much akin to the shenanigans involved in the dot com craze with companies like CISCO and WorldCom. But everyone continues to ignore the comparisons, because "why hasn't the market crash happened yet?", "Just look at the earnings bro", "the market can't crash if people are talking about it". Completely ignoring well... historical precedence, and how there was tons of talk of a housing bubble 5-6 years before the events of 2008... But hell, maybe the government just 5x's the money supply in the next 2 years so everything goes up anyways.
GOOGL saved the AI trade and therefore the market. Outstanding quater and doubled down on capex. The price targets coming out tomorrow for GOOGL will be higher, and much higher for NVDA and AVGO now that there is another $100B in spending that was not in anyone's numbers. Additionally, these types of capex increases have to matched. MSFT, AMZN, and META can't allow GOOGL to out spend them 2:1 on AI capex when GOOGL has taken the lead for the moment. They will be forced to increase spending too unless they are willing to walk away and lose. Check mate, GOOGL. Well played.
I expect this to be one of the biggest beats for NVDA in a while. CAPEX from hyperscalers hasn’t slowed down in the slightest.
So where’s all this spending going to? NVDA?
Even 3 weeks away from earnings I'd be worried about NVDA doing some weird shit. Like, the lead up will be volatile, and then if it hits it goes down and if it doesn't hit, the entire market will go down by 10%.
It's all a game of chance. I've made money on NVDA puts quite often.
How is NVDA not up like 6% after hours with those CapEx guides from META and GOOG and lackluster AMD guide?
Macro trends are against you, my brother in christ. Short of AAPL, every other Mag 7 has dropped immediately or slowly over a few days after ER. NVDA will report last so let's hope AI Jesus can save us all.
Yup!!! Gl man check my post about NVDA 🥭 just approved NVDA to sell H200 chips to china. If you’re into leaps I’d buy quite a few of these cause china accounted for 25% of NVDA revenue now down to 8 were likely to see NVDA North of 250 EOY
Why is NVDA still down after google earnings increases capex? LOL
Idk. I’m willing to bet 20k on Jan 2027 200 calls to find out because if they do and this increases revenue by 18% plus additional profit margins they can charge take into account NVDA was over 200 without china id like to take a bet NVDA goes north of 250 by EOY
why does the NVDA app need almost 2gb of memory..
This time last week, all anyone could talk about was GLD/SLV “why aren’t you investing dollar is worthless!” Now, we’re bagging on crypto. Next week, we’ll be singing hallelujah jesus about NVDA or TSLA or some other bullshit.
NVDA, TSM, AMZN, APPL. Practically all MAG7 if possible.
Hoping NVDA stays red for another day so I can dump my puts.
NVDA, TSLA and GOOG are the obvious answers I think
no higher prices also means higher stock prices and other assets. my 401k went up 40% last year. if i have 1,000,000, in my 401k that means i end up making $400,000 more at the end of the year so if the price of eggs doubles in that same year... it makes no difference to me because i made 400k this year off of nothing (plus whatever i made at my job) now if i have a billion dollars i make 400 million a year if my grocery bill doubles then i dont care. these people arent getting richer because they are selling regular broke americans things they are getting richer because the few americans who have any money left over are dumping their money in the stock market because we are all so afraid of the inflation that these people caused nancy pelosi does not want the price of eggs to go down because the same economic mechanisms that make the price of eggs go up make the price of NVDA stock options go up and shes got millions in there. **The only difference between the democrats and republicans is the democrats pretend to care**
no higher prices also means higher stock prices and other assets. my 401k went up 40% last year. if i have 1,000,000, in my 401k that means i end up making $400,000 more at the end of the year so if the price of eggs doubles in that same year... it makes no difference to me because i made 400k this year off of nothing (plus whatever i made at my job) now if i have a billion dollars i make 400 million a year if my grocery bill doubles then i dont care. these people arent getting richer because they are selling regular broke americans things they are getting richer because the few americans who have any money left over are dumping their money in the stock market because we are all so afraid of the inflation that these people caused nancy pelosi does not want the price of eggs to go down because the same economic mechanisms that make the price of eggs go up make the price of NVDA stock options go up and shes got millions in there. **The only difference between the democrats and republicans is the democrats pretend to ca**re
NVDA is about to start another QQQ dump for the third consecutive day
Well there goes NVDA futes dropping. Why guh?
NVDA you better make daddy happy for the next 3 weeks. The last two days were uncalled for and you made me want to take you out behind the barn.
Ok, does this mean NVDA is going to rocket for earnings? They're selling the picks and shovels after all.
Not a bad idea. I have more of NVDA and have just been selling covered calls on that.
Because the market doesn’t want just beats anymore, they want huge beats. I feel this is thanks to NVDA and others that have massively beaten guidance so now it’s become the norm to expect
GOOG, MSFT, META can all afford those $100-$200B annual capex. Hell, NVDA has so much cash it's just throwing it around to see where it sticks now.
I maxed my margin today on NFLX and NVDA leaps, and RKLB/ASTS/MSFT shares. Am I cooked?
Bro I just need NVDA to go crazy to $300
I love this. I honestly have no idea about 2026. I hallucinate that AI stocks - especially the hardware ones - NVDA, MU, SNDK, AMD will not do well in 2026. I do think investors will start to focus on the returns of AI in the companies that buy from these firms.And that will bring the values of these companies back to lower orbit. Way less than what they currently are. I have worked in the CUDA ecosystem and there's no way that shit is worth 4+T
TSLA could trade at $40 and still be more expensive than NVDA....let that sink in
Oh I just need NVDA to go back to over $190 as fast as it can.
Everyone miss the fact of trumps approval to allow NVDA sell chips to chinas biggest AI company. Once NVDA Approves they’re going to absolutely SOARRR
Are you still holding your NVDA calls, , wanna make sure am not alone in this shit
AMD is my largest individual stock holding, still up nicely from when I bought in. This drop does not not deter me at all. Their market cap is only 7% of NVDA's. AMD's MI3xx cards can be used for both AI training & AI inference making them a real competitor. While the chips aren't as powerful as Nvidia's, they're cheaper, and so you just get more of them and the total cost of ownership could be lower. The main barrier to growing market share is the software ecosystem built around Nvidia, but that moat won't be there forever. I think AMD is destined for growth, the question is just how quickly. (Not investment advice, and I'm wrong more than I'm right.)
What if they stay flat and we rocket up. Once NVDA releases earnings we go to Mars.
AMZN is gonna run the tape till NVDA earnings. A tiny miss and all hell breaks loose
NVDA...I made all that money with nvda and lost it all with nvda. NVDA giveth and nvda taketh
Poor choice of words, i meant specifically what caused the drop in prices across the board specifically NVDA and SPY
where do you get 20 forward pe from? Their laatest quarter eps is $0.92. Let's annualized that: 4 * 0.92 = 3.68, let's say they accelerate their eps growth in the next few quarters and this gets to $4 At $4 eps for the year, they would still be trading at 50 PE. At $5 EPS for the year they would still be at 40 PE. NVDA is growing faster and has a forward PE of like 25
Understanding needed - why the pop in all semis AH? NVDA, Avgo, AMD. Despite software names being down. What am I missing?
NVDA still doing well considering the market right now and looking like they’ll have a good day tomorrow.
#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - BEAT #TSLA - MISSED #GOOG - MISSED #META - BEAT #LMAO🤌
Don't leave out NVDA bruh.
The term cost is important *because* of taxes. That's basically the only reason it matters. Let's play a thought experiment. Imagine splitting yourself into two people: call them Left and Right. Left You buys 10x NVDA at 1, 10, 100, 200, then sells 10. Left You has 30 shares of NVDA and $20 in the bank. Right You has just gotten some surprise inheritance from a distant uncle: 30 shares of NVDA and $20. So today, Left You and Right You are in the ***exact same financial position***. They are otherwise identical people, with the same outlook and goals for the future, and the same beliefs in the stock market. So tell me: Left You can tell you their cost basis in detail. Right You has no idea what their cost basis is. Would this affect their decision making? Could Left You make better decisions than Right You?
Wonder how much of that massive Capex will benefit NVDA. Or will Google double down on their own TPUs?
If GOOG can’t outrun the NVDA tax, no one can.
Toasted. Time to close or roll (not past earnings cause NVDA loves to crater after)
Currently WMT has a higher P/E than NVDA
I hope NVDA can keep this momentum
Tax is up to my accountant. my job is working out if there was a profit or loss. If I bought 10 of NVDA at $1, $10, $100, $200, then I sold 10 at $2, are you saying I made 100% profit and $1 because FIFO? of course not, no one would treat it like that ibkr uses average cost unless you always buy and sell 100% of the ticket, cost basis is absolutely important why would there be a term 'cost basis' if it wasn't important ?
Bad earnings bad revenue bad guidance you hear that NVDA! Can you please make sure that happens. I need you to hold the market up
🚨The 🥭 administration is reportedly willing to allow China’s ByteDance to buy $NVDA H200 AI chips, provided specific conditions on their use are met. However, Nvidia has not agreed to those conditions yet, meaning no deal has been finalized. AKA TLDR ; 🥭 just makin shit up w 0 agreements on either side 😂
NVDA looking good again.
NVDA, GOOGL, AAPL Nothing even moves during earnings reports anymore. Its just a boring money grab for MMs
If capex is so high, shouldn't NVDA and neo cloud pump?
God, NVDA is going to blow earnings and guidance out of the fucking water. Companies continue increasing CAPEX and they got Gyna
Respectfully I disagree. Stocks like MSFT and AMD have sold off this season despite solid earnings mostly as a matter of valuation & some uncertainty, but nothing enough to crater the market. And if you look at SPY, it's basically just been in a slow trend upwards for the past few months with higher lows. The fact that GOOGL tanked on these earnings and then shot right back up is purely because the market needs an excuse to march upwards. Institutions already know NVDA earnings will be solid so the main issue is whether the return will be there for the diggers not the shovel sellers. TLDR: We're on edge, reasonably solid earnings are enough to march forward at least until end of this month and then who knows what. Capex spending is huge which bodes well for the shovel seller and there isn't enough time yet to determine if the diggers are reaping returns.
Yes. They are all in parabolic shorts. They are all going to fall 25% plus is my guess. It will start with NVDA and the rest will fall with it as the QQQ takes it down. If you look at a 1D chart, they will fall down into that empty chasm below them. NVDA i dangling at the end of a long continuation pattern and is about to fall off
With how volatile tech is, I think will be before. The hope is for NVDA to justify, but I seeing how everyone was looking at GOOG to save the market as a binary event, institutions would rather risk off before NVDA earnings.
Had my best day in a while. Should’ve added NVDA 0dte puts. Went up 495%!
NVDA is going to soar soon....
So does this mean NVDA will finally pump after earning ffs?
My April NVDA calls are alive again
Why did NVDA go up lmao
Remember how NVDA was up after hours last earnings?
You are a sucker if you sold google. It will surpass NVDA in market cap this year.
Do you mean companies like NVDA or you mean google since google fully or partly makes their own chips.
I share this fear. NVDA is hiding under my car waiting to slice my achilleas.
CAPEX still there and increasing, street not liking it whilst simultaneously punishing shovel seller NVDA who is the beneficiary lol
Capex going to NVDA, hence my comment
Googl Bols doing all that shit talking about overtaking NVDA Get in line man, Jensen is king
NVDA up exactly the same % as GOOG down. Says it all - more shovels!
GOOGL dumped almost 10 percent then back to flat NVDA up to flat AVGO up but will be flat ARM down to flat everything swings so much but always ends up flat fuck your calls fuck your puts this is the THETAbear market
Sold all my NVDA but kept all my AVGO
remember when $NVDA would pump +5% on OTHER COMPANIES' EARNINGS REPORTS?
NVDA +5% tomorrow. Thanks for the shares under 175
So GOOGL is going to save NVDA from the last couple of days?!
NVDA ER is gonna dump too. That will be the end.
Right when I sold my NVDA calls to shield myself from the eventual blowback of a good ER…
You would think NVDA reported with this after hours action.
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% Cause of Google massive capex increase
Guess NVDA earnings were reported again today
NVDA after hours movement…the fuq
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% QCOM on the other hand... is SNAP out already btw?
Looks like NVDA left
NVDA about to have a great outlook with all this CAPEX increase.