Reddit Posts
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 390 average: the case, and the thing that would make me sell
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Sell parts of my NVDA and reposition to my dividend funds
The Price Action of $SPCX in Recent Days Should Concern Shorts
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
$BLZE: The boring backup company that accidentally became an AI infrastructure play
Has anyone taken the time to calculate a system to owning these and holding long term?
Can you guys keep buying NVDA Tuesday?
If you had to full port a $36k IRA today, what’s your pick?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
202k Recent Losses (Positions attached)
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Can you guys start buying NVDA Monday ?
Tom Lee: We Are Close to the Bottom
Everything on my watchlist is bleeding, what's your move?
bought NVDA at ATH two years ago, made it. bought SNDK at ATH last month, lol
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Why is Nvidia (NVDA) down ~5% today? A reported $250B backstop for OpenAI
My Second rodeo with Options and by far bigger than the first one with PLUG
$IREN releases “What Will You Build Next?” Infrastructure Behind AI Agents Ad
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
NVDA treat anyone else well this week? All my contracts hit over 100%, one even did +1,000%!
So beating earnings means nothing anymore 😩
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.
Metrics for the top 3 show NVDA is incredible at this price
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
NVDA, Energy stocks, or Pork belly futures? (Long) - Sources in reply (reddit kept flagging them as spam?)
Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Is Nvidia still worth watching or already too expensive?
Theory on real reason AI and Space are crashing
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
$IREN - heavily shorted this past month
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
June CPI missed big but I'm not buying the full rally yet
NVDA target price raised to $330 from $310. Up in premarket. What we thinking gang?
I'm building a "dependency map" for stocks, it shows you why your stock actually moved, traced through suppliers/customers/geopolitics. Woul
The NVDA debate has changed: the market is no longer arguing whether AI is real.
Are semiconductor shares still a good investment, or too much growth is already priced in?
AI still looks strong long term, but I am watching the whole chip sector now
BofA says $NVDA is priced like it's already losing, but is it?
This is what NVDA needs to do to increase their price per share (read below) . . . It will undoubtedly happen.
$NVDA up only 9% YTD while SOX is up 77%... Is this the most hated bull in tech?
Hands down, MSFT is the worst fucking investment I have ever owned
Finally got NVDA right after getting wrecked on it before
oil didn't flinch on a hormuz headline and that tells you everything about this market
Your wheel is probably less diversified than delta makes it look
If you were to buy NVDA every time RSI went below 36 with a 4% stop loss, you would have doubled buying and holding over 20 years.
BofA revised hyperscaler capex to $2T+ through 2028 and chip stocks are about to get their real test
Small caps are having their best year since 1991 and nobody I know is talking about it
Mentions
Literally every single time I play NVDA earnings I lose money. I need to stay the fuck away this time .
Ugh I’m torn, I want to liquidate some gains and buy RKLB. My NVDA has been sitting steady, bought \~2yr ago but I’m worried the second I sell a chunk, it will gain. I know Neutron news will be coming out in the next few months so the window to buy RKLB at a good price is closing
Elon Musk posted this on X on August 4th > *"SpaceX has committed to using Nvidia GPUs exclusively because they are the best"* is a notable endorsement because back in June 2026 he was claiming that SpaceX was building a chip "2 - 3x better than Nvidia" at 10% of the cost I also believe this is less about Nvidia having the best ecosystem, it's more about Elon to more closely tether himself to NVDA as a sugarbaby. SpaceX may need to look for financial assistance in the future to build out its AI Infrastructure and Nvidia/Daddy Jensen can definitely help in this area.
I mean, technically, yes. But it's insanely aggressive. Would need multiple, high unlikely things to happen - Most or probably all of the below: \- Some new AI breakthrough that requires exponentially more compute \- a breakthrough that reduces the need for HBM, because otherwise no matter many buyer NVDA has, you can't sell more than technically can be produced - and currently memory is a primary bottleneck, \- very high level of new Energy deployment. A $trillion of NVDA Vera Rubins would require the equivalent of 90 brand new coal plants, 16 full size nuclear reactors, or 30 large scale Nat Gas facilities \- The US government decides to grant NVDA permission to sell their fastest GPUs to China I am dubious. I would imagine $300 is not out of the question. Maybe even $350? But $500...
but CUDA doesn’t invent demand. Demand comes from the top down. Mechanically, it makes no difference whether or not it’s a commodity or has a moat. as long as there’s demand for NVDA, there’s demand for memory. also having competition doesn’t mechanically change much. the entire memory sector will only add about 50% capacity in the next 5 years, and the entire sector trades as one. if sales go to a competitor, you benefit all the same because the entire industry is bottlenecks by supply
NVDA is trading at a 5x premium to memory despite having roughly the same consensus forward net income. there is absolutely no way that delta is justified given they share the exact same major risk factor which is hyperscaler capex.
Correct which is why NVDA's PEG ratio has been cut in half to 0.44 the last year and traded mostly sideways, with a forward P/E below SP500 average. NVDA's behavior the last year is a glimpse into memory's future from a stock price perspective, even if there is no bubble pop.
Someone has $500 12 month price target on NVDA 🤡
$NVDA curse is going up towards an ath heading into eanrings and then plunge after eanrings and repeat. Let's see if it breaks it this August.
I figured that was the case. It would’ve been very traumatic if you actually thought ASML is worth less than NVDA. Cheers mate!
I vastly oversimplified my logic at the time. I understand. It’s not like ASML is worth more than NVDA etc. Probably could have explained my thought process better but just shot off a response lol
They better. I jumped in after the NVDA position was announced and seemed like free money then they hella dumped
NVDA calls? Seem like it will keep pumping into earnings.
NVDA is monopoly, memory is not.
okay but how does their moat affect what I said? demand for NVDA hardware means demand for memory, you can’t have one without the other. the market kept talking about capex fears and yet NVDA is still near ATH. The market is a joke.
75% chance that if they announce some amazing news the MMs will once again smash the price down as they always do, they love binary events with good news like earnings or announcements because most people expect the stock to go up so they crush it down, we’re getting close to the end of them crushing it though because they’ve done it for so long that by now they’ve got retail buying puts and shorting so sooner rather than later they’ll go back to pumping but I’d expect it to be after any big events like their investor day and NVDA earnings later in the month, probably September would be the soonest that they’d start to let it go up
I don’t understand why people only use this logic for memory. what about NVDA? If AI spending collapses then so does demand for AI accelerators. As long as there’s demand for accelerators, there’s demand for memory. If these get replaced every couple years, then the demand for memory is in fact structural. The other argument about supply/demand is cool and all, and they are expected to double supply in 5 years, but demand is expected to still grow in line with that. That’s also why there’s so many long term agreements now. 2027/28 might be peak pricing but so what? NVDA has been dropping margins for 2 years now and the stock price kept going up because total demand is still increasing. Same logic
The future demand is there - signals are everywhere. But there's no guarantees anywhere so what are the risks? First, execution risk, will they build out those new facilities in timeline they've set out to. Next, will the demand still be there when their capacity finally arrives. What if China invades Taiwan? The whole AI play crumbles fast if that happens so who will be worst off - maybe those who invested in capacity that is no longer need. I believe the demand is there and also the AI boom has 2+ years to continue but there's always risks so you have to balance that. And I believe SKHY right now is at bargain prices especially after the NVDA deal with SpaceX/Musk - that announcement drove up NVDA price but not SKHY because I do not believe people understand their memory is being built within the chips for the newer generations of NVDA chips.
Holding NVDA since 2018 I think. It is up 33x.
Hey. I bought GOOG at $150 when it was low. I remain bullish and hold calls today, this is a tech ETF with more assets than most nations ($640bn) and the strongest future-proof portfolio I can see out there without being a hedge fund. One thing to remember is options have a limited window of time, so you MUST be comfortable that in the event of a crash they could expire worthless. If not you should review your trading approach vs your personal risk appetite. Personally I think Google -50 points (-12.5%) from its ATH and with a $4.3Trn market cap has room to move up. Especially whilst NVDA sits at $5.4tn, I don’t see this stock going anywhere anytime soon. My largest concern is their SpaceX holding, but this only consisted a small chunk of their holding and exposure. My guess is we’ll see 400-450 by your expiry but no one has a crystal ball and you have to trade based on your own knowledge and conviction.
**BanBet Lost** — /u/Poland_Spring10 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $220.04 → $225.00 | +2.3% | 2d | Lost |
you are not doubling down if S&P is 8% NVDA and QQQ is 8% NVDA and you put equal amounts in both, you are not 16% in NVDA. You are 8% in NVDA. If you own only S&P you are 8% NVDA If you own only QQQ you are 8% NVDA
Not sure but leaps preferable over weeklies & monthlies for a short position. NVDA earnings is at the end of this month, that could be explosive in either direction.
Nope. Buy NVDA and GOOG instead they will always outperform NVDY and GOOY
That 02-07 bit is what caused me to sell my NVDA to pay off college credit card debt
I sold all my NVDA calls today ☺️
>That's the only argument I can partially understand, that maybe companies won't be able to expand as big as they like at the pace they'd like, but one would think they have a plan for these hurdles? For the sake of argument, let's assume everything you say about the demand side is true. That's only more reason to believe nobody had a plan for these hurdles. You've seen it all the way down the supply chain from GPUs (NVDA/AMD), to DRAM (MU/SNDK/etc), to data center infrastructure (AMAT/ASML/etc), all the way to power (CAT/BE). All up dramatically because nobody had a plan for these bottlenecks, largely because all of these capacities take a ton of resources and time to raise. Even if all of these players had predicted this demand when ChatGPT first came out in late '22, much of the capacity would just be coming online now. If a lot of these companies are spending the capex now, I'd expect that capacity to start being present at all in late 2028 or 2029. Because of the complexity and cost it's hard to see any of individual companies expanding production as fast as most would like even if supply chains were no issue. Looking at the aggregate picture, with the entire supply chain feeling the same squeeze, it pushes that timeline even further out and pushes all of the costs up. This is why I'm skeptical that they can spend the money allocated and build the capacity planned on a timeline close to what the markets are pricing.
Nvidia Stock Forecast: NVDA Targets Record-High After New $2 Billion AI Deal
This is true for like 95% of $NVDA customers since 2024
Honestly I bought more shorts (SSPC) The partnership news w NVDA coming the day the lockup expires? Lol yeah right. Classic pump n dump
I don’t think you fully understand how funds work. They’ve been investing in SPCX for years and it has gone up by many multiples. Same with those other companies you mentioned. It sounds like you’re assuming they are buying all these companies every day… pay attention to the term “investing” I.e buying. And who’s to say the value of NVDA, GOOGL, etc are not fully recognized by the public? Because they’re the largest companies doesn’t mean they can’t get MUCH larger. Their long term performance speaks for itself.
Saw a blip in my Schwab App showing NVDA dropping 50+ for a moment and almost shat myself.
Looking forward to NVDA crushing earnings, and then dropping anyway, giving it a forward PE of 12
How will NBIS, etc earnings next week affect NVDA?
May have sold off after the report but it's up now. Agree valuation is crazy. These guys have real chips. So the question is..do the become the NVDA of quantum and go to 1000s a share? How do they get there? It will be interesting to look back in 5 years and know. Is it worth a few dollars for fun...I think so..don't back up the truck just yet.
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TRENDING NEWS FREE 1 Catalyst Watch: Inflation reads, AMAT earnings, Google Pixel event, and MLB on Netflix 2 SA analyst upgrades/downgrades: TSLA, NVDA, BBBY, WDC 3 U.S. equities advanced after a weaker than forecasted payrolls report 4 Atlassian upgraded after FY27 outlook shines spotlight on AI monetization 5 Brighthouse Financial dips amid a report about accounting issues in Aquarian sale 6 Vistra targets $6.8B-$7.6B 2026 adjusted EBITDA while committing up to $1B to Helix partnership 7 Michael Burry takes bearish bets on Oracle, Nebius 8 Hassett blames World Cup, government cuts for weak jobs data 9 Celsius jumps on report Rockstar Energy founder takes stake, wants to be CEO (update) 10 Solar stocks rally on new tariffs: The 10 biggest ETF positions
AAPL up like 4% for the first 6 months of the year MSFT down 23% through the first 6 months GOOG up 13% through the first 6 months AMZN up 4% through the first 6 months META down 16% throigh the first 6 months NVDA up 8% through the first 6 months TSLA down 6% through the first 6 months All while the s&p 500 gained 10% through the first 6 months. So everything except amazon lost to the index and two lost pretty damn big. Thats turned around in the last 6 weeks, but there was a big rotation out of the mag 7 and it didnt cause the market to crash.
Pump NVDA 59 cents please
The gig is out. Institutions and smart money determine price, not analysts. People laugh at comparing us with $NVDA, but we have no data center CAPEX, just the only self-learning AI machine that will spread wealth through efficiency, reducing costs while increasing sales.
NVDA saving the market today
NVDA calls are the only thing separating me from bankruptcy at this point
Is that loser Burry still shorting NVDA?
You're very bank heavy at 65%. Canadian banks are pretty prudent with delivering returns, they're just concentrated on Canadian's ability to pay off debt. Might be worth diversifying into Consumer Staples like Loblaw locally or Walmart, Couche-Tarde globally. Also, no tech at all. Can't miss that train. NVDA is selling the right picks and axes to the rest of the Mag 7, and MSFT's Azure earnings were pretty promising. I'm glad that someone of your age understands the value of dividend stocks and compounding and isn't confusing that with crypto or predictive markets! Best of luck "Information only, not to be used as investment advice"
NVDA did you know that if you go up you dont actually have to come down the same day??
NVDA even cheaper now on a forward P/E basis than it was at ATH but who cares i guess (i do)
but did you say thank you for NVDA passing 200 resistance?
NVDA has basically been pinned to $222 for 4 days…
I need NVDA to start announcing share buybacks
If someone has the ability go back and see expired contracts intraday pricing for the past can you please DM me? I am looking to see what time NVDA call option strike $210 and expiry of June 5, 2026 hit its all time high of $19.10 on May 20th. I would be really appreciative if someone with this tech could look this up for me!!! Will send nudes of myself in return but I am a man
NVDA at $220 is a cooked place, nobody buying at those levels
Sooooo what stocks are keeping QQQ up? It used NVDA to pump earlier and now quite literally every single thing that pumped has gone lower yet here it is itching to climb higher with constant bid yet none of the names that make up the heaviest pieces of it are budging?
NVDA became the worst piece of shit laggard
Which one of you degenerates is responsible for 181k on 225 NVDA 0DTEs?
What do we think, Fam - Will NVDA finally go up after earnings - or will they just crush earnings again and drop, ending up with a Forward PE of 12
I've been holding these NVDA 225 strikes for almost three weeks now and this is as close of a bagholder i have ever felt.
NVDA you Slime fuck get your ass back up there right now!
NVDA is my fav fast moving small cap
Meme stocks don’t have 200 billion dollar market caps and NVDA like margin.
NVDA and getting sold off midday has been the pattern for mutiple fucking weeks now I’m so sick of it
Need a 10x thinkin NVDA low key
NVDA is sucking all the air out of the room at the moment. Which suits me, I'm long on that stock.
These posts are funny. A million from what investment? 100k? 500k? 900k? I love NVDA long-term too, but I hate describing it this way. My price targets would be end of: 2026 $300 2027 $400 2028 $480 2029 $600 2036 $1,300 2046 $3,000 So yeah, I thonk you can turn 100k into 1 million in 20 years. Of course in today's dollars that eill be more like 500k.
They think they’re so slick rotating into NVDA pre earnings Just means it will dump after because the expectations are so high and people always want to take profit
Hey did you guys know that NVDA stands to make a lot of money on AI?
For “buyers to step in” at a level they previously didn’t, something in the story should change, yet nothing in the story changes except tricking more people to buy shorts and suddenly that’s enough for the whole thing to have zero volatility and move back up. It’s dumb, they’re just pumping NVDA to keep it up as other stuff sells than when NVDA sells they’ll pump other crap to keep it up. Cool
$NVDA. $5.4 Trillion market cap. How many ”Situational Awareness “ like hedge fund hiding in semi ?
Cmon let’s get to two fiddy NVDA then three fiddy
Breaking News: NVDA revises Q2 estimates higher than anaylst whisper numbers
dear NVDA im sorry i ever doubted you and bought into memory instead
Even Burry wasn’t regarded enough to bet against SKHY. Prints like NVDA at 1:7 the price
I always play the week before earnings because typically thats when NVDA peaks and premiums are not as much
How big will be margin call flush for $NVDA at ER day
$NVDA earnings later this month be 👀 a watch for
$NVDA $5 Trillion market cap Head of snake of AI-bubbles . Too big to fail. In the past NVDA wiped $500 Billion market cap a day at ER correction Can it wipe $1 Trillion market cap, by just 20% drop at ER like $IBM 25% drop recently
Anyone else notice how it’s just maneuvering everyday what is allowed to go up and what isn’t in order to cause max pain? Like isn’t it perfect that when MU falls NVDA is allowed to keep finally going higher not get held back, TSLA is allowed to go higher all to balance it out?
There you go pump NVDA more save your asses you criminal bastards
If $NVDA crash at earnings, many funds wipeout like “Situational Awareness “ hedge fund .
"HTZ is the new NVDA! Get in now or miss out" Some retard in premarket
NVDA adding like $1T in valuation in a week of trading 🤣
$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative,cancel double order, rent to overbuilding Once big cap stop buying GPU, $NVDA can crash 80% Situational Awareness Collapse, $45 Billion $MU $WDC $GEV $CAT $SKHY $SNDK $STX $ARM all semi cooling Too Big to Bail ?
Just keep pumping NVDA, that’s your only move
$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative,cancel double order, renting over building Once big cap stop buying GPU, NVDA can crash 80% See how Margin Call movie repeats again Situational Awareness Collapse, just a Trailer
Because of course NVDA is finally allowed to pump once the index is essentially set up to slide for the day, send all of these fuckers to jail
Everyone wants the next NVDA, meanwhile the real money might be hiding in the stuff connecting all those AI systems together
NVDA please do not double top
NVDA you are 6% away from ath. Throw the 4 in the air and lets get after it
$NVDA Semi in downtrend NVDA. Can crash 10-20% at earnings, even earnings flat and low outlook $5 Trillion, 20% crash means 1 Trillion wipes, imagine margin call $3-4 Trillion See how many semi crashing in $SMH
All my memory are down, SNDK, AMD... except for my NVDA puts, that shit's up lol
Who keeps selling NVDA at these breakout levels what the hell is wrong with these algos
which way NVDA from here ??????
Imagine being all-in on NVDA.
yea i missed a 10x call on NVDA before. But timing those moves is extremely hard. That is why you need to use 500 because you have 10 tries instead of 1.