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Earnings week watchlist — these are the ones I'm watching next week
I built a free dealer-gamma + live options-flow terminal for SPX/SPY/QQQ. No signup. Tear it apart.
NVDA is getting a fresh China tailwind after limited H200 shipments were reportedly approved for ByteDance and Tencent, but the upside is still capped by restrictions on both sides.
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
21M, was up 101% YTD, sold half of everything Monday. Regard?
The queen of circular financing: $NVDA shelling out 105B to build a datacenter with SB Energy that uses NVDA chips exclusively. OpenAI is supposed to rent it after construction.
My bullish thoughts on Penguin Solutions $PENG and why I've been buying - CGPT edited
NVIDIA (NVDA) steps on the brake with AI spending, cuts in half AI guarantee commitment to OpenAI!
Michael Burry Loads Up On QQQ Puts, Boosts MU Short As He Braces For ‘Larger Fall’ — Here’s What He Did To NVDA, PLTR And TSLA
NVDA Dynamic Analysis: Ignoring Lagging RSI Noise
Are UBER and NVDA becoming more connected than people realize?
If You Could Only Buy One Stock Right Now, Which Would You Choose?
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
Chilling with this nice, chill green portfolio stretch today
Is this AI hardware dip worth buying, or just FOMO?
Why are these prices so out of place? APO ticker
Has Michael Burry officially dethroned Jim Cramer as the king of financial flimflam, or is there still time for Cramer to mount a comeback?
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
TSM at ~$ 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,
Mentions
guys dont leak the secret NVDA news
dang, that's a crazy story about NVDA. Oh wait, the news isn't public yet, lol
Who pressed sell on NVDA?
**BanBet Lost** — /u/Ok_Cry7572 (12W - 4L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $217.85 → $215.67 | -1.0% | 1d | Lost |
CBRS new AI turbo rack thing runs circles around the fastest chips NVDA has. and it doesn't need a single chip of dram from MU or anyone else to do it. What it does need is a literal dedicated V6 engine worth of power to run and a bathtub full of exotic coolant flowing through it every two minutes to keep it from going Chernobyl. Somehow the market for AI generated Wendy's memes is going to pay for all of this
NVDA goes down all the time??
Last week I sold my SLV / GLD / IBIT calls for small gains, to buy NVDA calls, and it is now down 5 days in a row for the first time in 4 years good shit 👍
NVDA being worth more than Microsoft is a fantasy. Crypto has halved and there is no demand for LLMs.
Confidently hold for 5 years… JPM-dividends COST-as close to recession-proof as it gets Any one of the steadfast utilities like: ENB Brookfield Infrastructure DUKE And to throw out a speculative tech micro cap DUOT Backlogs, recent contracts, completion of pivot out of rail inspection biz & into Modular Edge Data Center/GPU colocation By NVDA. 5 year $500M Deal with Axe Computers gives them a revenue stream 18X 2025 revs, 12X 2026 revs, and a update to 2027 revenue guidance to $170M As well as a non dilutive SPV model to ensure that future capital requirements do not demand shareholder dilution. So that’s 4 instead of one…the top 2, any 1 of the utilities out of the middle, plus the higher risk higher reward growth stock of DUOT. Oh, and how can we forget MRNA, based on the recent price action they’ve apparently cured Cancer…or have they??
Time for these low growth low margin companies to have multiple compression so that growth stock can get a higher multiple. There is no justification for a growth stock high margin company such as NVDA to have 3x lower multiple than Walmart/Costco while having 10x growth and 5x margin.
Mines MU. Sold out after a 150% gain at 355. It's like 950 today. I'm buying NVDA atm, and am considering getting back into MU too.
No NVDA or AMD or MU or SKHY or soooo many others? AMZN and WMT are too similar, diversify the 5 with someone else for WMT (AMZN gets you compute as well). Healthcare or manufacturing or power is a good option (GEV, CAT, UNH) or even a drug company. I totally don't follow this advice....so long Tech (SOXX, XLK, lots of Nasdaq Indexes). I do have a lot in small and mid indexes too though.
I have a sneaking suspicion $NVDA will dump like either Tuesday or Wednesday instead of the usual post-earnings dump this time.
We are at ATH nearly, we have record inflation, NVDA is somehow worth more than Microsoft, we lost the war with Iran, China is mogging us, and you can now run AI models on your home PC invalidating the need for Anthropic or OpenAI. 4.5 trillion just to replace StackOverflow.com
Or next week when NVDA does it
NVDA $240? No. $225 max. Forever.
If you have balls, buy NVDA calls
Feel like this is just a fake out by the St. Before NVDA earnings Same shit happen when they made the markets scared of the capex increases then FOMC and look what happen. 2 back-to-back SPY ~2% days (total 5%) right off the lows I call bullshit. Calls at open
probably best to wait until right before NVDA earnings
Remember that 🥭 has NVDA calls
Can't wait till $NVDA earnings next week where they report stellar earnings and guide and people will STILL get pikachu shocked when they dump again for the 50th time in a row.
The premium feels a little light for tying up capital that long, especially with NVDA's swings you could get a better entry on a red day and squeeze more out of it. I usually look for at least 30% annualized on spreads like this or I'd rather just sell puts on the same underlying and collect theta while I wait
So, NVDA earnings next Wednesday... typically higher volatility. MRVL as well. VIX already pooped this morning, probably will. Puts on various stocks may make good sense --BUT-- one tweet for a "possible" peace plan can torpedo these plays
# ✨Who is Fuk Opex Eve Update✨ **Permabool:** fuk ☑️ **Permaber:** always fuk ☑️ **TSLA Gang:** fuk ☑️ **NVDA Gang:** fuk ☑️ **Theta Gang Selling Calls:** winning ✅ >!but…fuck them!< **Theta Gang Selling Poots:** fuk ☑️ **🅱️enis Gang**: 😮💨👌 **🫲BASICALLY EVERYONE FUK🫱** # 🚦Key Player Status🚦 **KWar:** cunt **Bessy:** chickenshit cunt **Orange Man:** king of the cunts **Heggsy:** something something dick pics **Jensen:** basically a mortgage broker **Dario:** goofy and likable future villain **Scam Altcoin:** lol **Enron:** goddamnit 😤 **Jpow:** *god incarnate we love u bb 😘*
I am definitely keeping all my NVDA shares. AMD as well (just don't have nearly as many).
Monday NVDA shreks to $240
NVDA is the only semi company not down 30-40% from May/June high
tbh I'd have sold some, but kept some too. still holding NVDA since 2022
NVDA pump begins on Monday after all the monthly options expire tomorrow worthless
SPCX, NVDA and META. JK just trying to muddle the water and give bad data of stocks I would never buy.
Cathie Wood bought more NVDA. You know what to do guys
I sold a ton of AMZN in 2007 because the PE was over 200. I also passed on purchasing NVDA in 2015 for the same reason.
SPY SPXL XOP XLC and Amazon around 2020. Then lost a bunch in 22-23 following tips from some dude on twitter but was buoyed by WM and NVDA and COIN. Lately, 24-25, it’s been QQQ, VOO and VXUS.
My bet of NVDA hit $230 tomorrow we will see that Raisin back gambling on Monday. I am placing $10
NVDA hits 230 tomorrow I’ll never gamble or cuss again
#Let us pray, brothers and sisters of the green candle. O mighty Lord of the Canadian wilderness, we beseech thee: let the tech stocks rise tomorrow. Let NVDA roar like a grizzly, let AMD charge like a moose through a Tim Hortons, let MSFT climb the mountain, and let the Nasdaq ascend unto the heavens. May there be no unexpected earnings disasters, no hawkish Fed nonsense, no geopolitical tomfoolery, and absolutely NO “profit-taking” bullshit. Let every dip be bought, every breakout be real, and every premarket futures contract pointeth upward. #LMAO🤌
QQQ, NVDA, ORCL, and SNDK puts
Next week is going to be volatile as fuck. You have NVDA earnings, Anthropic IPO, and Jackson Hole. Might be better off going cash only
That's why I mentioned serious answers portfolio choices. I'm tired of seeing everyone saying NVDA or Bitcoin. I was interested in seeing if we had any seniors here from the 90s and 2000s that would offer a serious answer on what was going on then and what they would have done differently. I am not interested in sensational YOLO bs
Please save my NVDA calls
GOOG, HOOD, NVDA, AMD, and NTDOY for fun
Right on schedule.. market reaching a do or die moment ahead of NVDA earnings
I actually sold my NVDA shares a while ago, but I’ve been thinking about getting back in soon. I’m just waiting for a good entry point. Since you have that much conviction in NVDA, what price would you consider a good entry?
MSFT, NFLX, GOOGL, NVDA, WMT- Walmart
NVDA pump into earnings is more reliable than a japanese bullet train.
Fuck it. Full porting into NVDA for the next week earnings. God bless the leather jacket man 🙏🚀
On the bright side, NVDA chips are a securable asset. Fed needs to buy chips to support the economy
**NVDA earnings is next week**. What's the positioning here? Can they possibly pump the market? Is it over for RAM and AI suppliers? What could they possibly say that will be positive?
NVDA earnings next week are scaring me, there's no way they're gonna blow the high standards.
Is the entire market really just gonna eat ass until NVDA earnings next week?
NVDA will launch a chip in China —> Sell them back to 100
Dumping NVDA ahead of its earnings. That's f'd up man ^(watch it crazily pump the day before like last time lol)
\+500% beat. NVDA -25%
NVDA earnings is next Wednesday. How is that going to go?
NVDA acting super fucking strange in the last 15 minutes. Is there any actual news?
They want you all to believe this is about bond yields, but in actuality, they don’t want to admit that they are scared of NVDA earnings
After blowing majority of my port this morning - I have made the difficult decision to stick to what I know. NVDA calls @ 217.5 1dte. Pray for me boys.
215 gotta be the floor for NVDA right? with earnings coming next week? its gotta go on a little run soon?
NVDA kind of sucks man
After all my losses, gonna go all in on AVGO and NVDA calls
shorting NVDA the real dump is coming
Seeing crypto rip after yesterday’s White House meeting with crypto leaders makes me expect that AI will rip next week after the White House meeting with AI leaders, especially before NVDA earnings :copium: :copium: :copium: :copium:
BREAKING: Bessent says Iran is begging for peace, they proposed unconditional surrender and $2 trillion investment into NVDA and OpenAI
NVDA range bound until earnings I get
Same 😩 Been looking at NVDA and GLD calls but don’t take my advice lol haven’t had a great week so far 💀
9 out of 10 days NVDA disappoints me, yet i wont sell it
NVDA been sluggish for a couple weeks
I reloaded some yesterday, ready NVDA to pump into earnings and save the AI trade
NVDA going to 250 after earnings
If NVDA goes to 250 im done gambling, if it goes to 300 im quitting Reddit and retiring
Loading calls. Yall must be regarded thinkin market goes like this into the nextt week when leather jacket man comes out with 100% yoy revenue growth and sends NVDA to 250
NVDA just one final blow out earnings is all I ask
Please GOD, give me 5% NVDA days until earnings (and ideally 20% up on earnings)
Can we go back to March I want NVDA 165 again pls
FFS NVDA, please go up it I’m going bankrupt
I was wondering how long WMT would trade a forward PE twice that of NVDA's
WMT still trading it twice the PE of NVDA
Yea. One share of NVDA back then was about 45 bucks which would be about 500 shares today based off splits. That's like 90k from 45 bucks. I've read about monster energy drink. $5 back then would be about 8k today which is also pretty insane. Nobody is holding for that long though. As a kid I went to sleep wishing I would have magic powers. At 18 -30 I would go to sleep wishing I won the lotto and what I would do with the winnings. My 30s going to sleep was "if only I bought these shares or options."
I bought NVDA when it was 20 bucks but who knows how big they would be so we tippy toe in on a new position
I don't get the point of posts like this. Look at the chart of anything that went up 6900000% like buttcorn or NVDA or whatever there's your answer.
NVDA earnings next week. Start to panic now.
I’m gonna challenge you, what if the person who answers was in their 50’s at the time? NVDA great stock but really didn’t take off for quite awhile. For sure can find a better investment that would make them better money by the time they retire
Anyone who answers anything other than NVDA is likely wrong.
NVDA same earnings move as the last 7? Fuk all options? Be funny if no one bought any
Cathie Wood bought NVDA. The top is definitely in!
I can't tell you how many times I've heard the "It's so bullish, it's bearish" or some iteration of it. When there is no other narrative the bears have to borrow it for themselves and twist it somehow. A boom is not a bubble. You would need an overshoot in valuation, not in production. We're still many, many years out from fully ramping up where these companies are suggesting that they want to be, so much so that there really isn't a visible end to it yet. I think when everything is trading well below their historical forwards (NVDA trades at a third no longer goes above half) (meta at 16) (they're not letting memory climb out of single digits) etc. etc. The market is already very much pricing these potential extensions in ahead of time. The market may be historically high, but the valuations themselves, in terms of price to performance, are slow and steady, and extremely cautious.
So will all the stocks, not just memory. But memory is like 10x undervalued to likes of NVDA, AMD or others
Bought soxl at NVDA 217.9, please keep V
Probably just loading up on NVDA pre-earnings. Sounds boring but I think it will work, mainly due to this whole treasury buyback thing. IYKYK
Tom FC Lee deployed the bots. Needs more ammo to pump his NVDA bags, which coincidentally dumped when they should have pumped
NVDA lagging the entire market for one year straight
Trash sndk moving like NVDA now where’s the +20% a day Sandick at