Reddit Posts
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,
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
Mentions
Today I went 75% corp bonds and the other 25% gold and bitcoin. I’ll reevaluate after NVDA earnings. Market is essentially topping short term and getting choppy near the midterms. Total portfolio up 33% ytd so I’m fine taking a breather.
Hopium and $NVDA earnings carrying the whole market
BofA saying NVDA will move 55%.
NVDA has to be the most boring stock in the market now
I want better pricing and am assuming the price will recover. I sold 15 CCs and 5 currently have a loss of $800…wanted to buy those back to take the loss. The other 10 are +\~$15,000ish. I’ll sell the 5 CCs I bought back after NVDA earnings, or right before.
GOOG to 400 NVDA to 275 SNDK to 2500 MU to 1700 RKLB to 150 ASTS to 125 NBIS to 400 Is that really too much to ask?
Perfect day, NVDA puts into TSLA puts, gonna fuck off for the day now thx bols
One fake good news and NVDA pumps to $250
imagine a time, NVDA is way more reliable than gold
NVDA noooo, you’re too sexy to be this low 🥴
I'm calling it - dump is fake as fk. We really think Boomers and hyperscalers are going to stop spending because rates went up 0.05% - GTFO here. QQQ $730 EOW NVDA $225 tomorrow And I'm sliding into your mom's DMs
NVDA back to 223 today please
What’s crazy is I’m even only really considering the fact that chips decay in capability (half life of 2 years) let alone the release schedule of NVDA. 5 years is just so wrong it’s sickening
Honestly the vulture read is more interesting than the desperation read and I hadn't considered it. But walk me through the sequence. If OpenAI hits real hardship, NVDA's revenue gets hit first because their revenue IS everyone's capex, so they'd be buying scraps with a stock that already repriced 40% lower. Lucent and Nortel financed their customers in 99 too and never got to play vulture, the receivables died before the buying opportunity showed up. What makes NVDA different this time? And are you actually positioned for your own thesis, like long NVDA through the pop with a plan to add? Genuinely asking.
With or without AI, NVDA has outperformed the S&P500. It's turned into a trillion dollar company with AI.
Don’t even bother opening the chart. It’s priced in. Think NVDA is going to beat earnings by 40%? Priced in. Think the Fed is cutting rates next month? Priced in. Think Jerome Powell is secretly going to walk onto the stage, rip off his suit, reveal an NVIDIA leather jacket and announce 0% interest rates forever? The options market priced that in three Thursdays ago.
We didn't even get a decent pump from that NVDA deal 😔
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $236.00 (above) | $219.72 | +7.4% | Sep 1, 3:34 PM |
**BanBet Lost** — /u/Brett_buffet2 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $218.95 → $230.00 | +5.0% | 1w | Lost |
Whoever told me buy NVDA 222.5P yesterday I hope your pillow is always cold on both sides very tasty 4x
To be honest: you’ve made a mistake. If your strategy is working, you take profits, leave some in, and continue the strategy. Otherwise, your convictions aren’t worth much. And I don’t think you understand what NVDA is doing either. This isn’t the dealer guaranteeing the collateral, this is NVDA setting up structures so that when and if the AI bubble pops they can swoop in and gobble up the frontier model providers for their IP. OpenAI is going to be the AI equivalent of Pepsi to Anthropic’s Coca Cola. And the moment they go bankrupt in a pop or hit real hardship, NVDA gets first dibs on the scraps.
Selloff until NVDA earnings, it’s possible
Feel like full porting to NVDA calls.... but probably should wait a little
I guess NVDA is hated today, tomorrow it will be the new paradigm again
if you're not buying MU calls here for NVDA earnings then what are you doing?
Guys, go pump $NVDA, once I get to sell to close, you can DUMP IT HOWEVER YOU WANTTTT
NVDA earnings? Which date
Trying to decide if I need to shit talk NVDA or not…
Time for the NVDA V 🤤😎
Jesus NVDA down 4% since yesterday’s high
I think part of the issue is people think too much about yearly performance when the lifetime of an investment is the more important factor. Amazon has basically under preformed the S&P 500 for the last 5 years, but I have held for over 10 years, during which it has out performed by a wide margin. The same can be said for many individual stocks, GOOG, NVDA, etc. One good year or two blows the S&P out of the water. Basically, you don't need to beat the indexes every year to build wealth. Find growth companies (4-5 individual tickers) with good futures, have conviction and plan to hold long term, 10 years or more. Don't worry so much about the yearly performance.
I’ve got limit orders in for INTC and NVDA. Come on market. Go down!
NVDA calls true regard
Just bet everything on NVDA calls, we’ll see how that goes for me
my NVDA 235C expires on 08/28, do i sell?
NVDA 250 after earnings
Elon Musk say MU SNDK NVDA STX WDC and all other chip’s builders can cope just 2% of world needs. But buy buy them all
Yall think NVDA comes back down today?
NVDA isn’t going under $220 today look at that support
NVDA dumps every earning. so at this point if I buy the obvious puts Im gonna get double dipped fucked cause it will suddenly decide to pump
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
u/throwaway9gkOk4k569, you can't be right all the time. I also told this sub to buy NVDA and SHOP before anyone else. Had you listened to me, you'd be rich too. But,t you do you, mate.
Just when I was back to even on my NVDA stock….
This dude is so retarded. Worth as much as NVDA... Yep. You deserve to lose it all.
One thing u forgot OP, speculation is driven by emotions. Numbers will never make sense in todays market. It will either drop or maybe never drop. Look at NVDA, before the AI boom it was full of hype and still making higher highs. There can never be enough compute for the entire world in our lifetime. See the emotions vs what the stock is performing against expectations. If it does well, price stays. If it fails, price drops. I'm bettinf NVDA succeeds. It's getting too big to fail.
At least NVDA is doing something other than 225
why are people buying NVDA puts
I got weekly NVDA $215 puts. What could they be worth at open if I want to cash out asap?
This dump is a blip. Back to ATH’s on Wednesday. Ok maybe a nasty correction after NVDA earnings but not before.
I was wondering why NVDA was down today then I saw that skank Cathy Wood bought shares. Top is in boys.
That is the circular financing . . . OpenAI spends their money on compute so this loan from NVDA will be used to buy NVDA GPU and then NVDA can claim this as sales It Is a fragile situation where so much of the “economic activity” is driven by so few big players. How many players reducing their spending will it take for things to break? Not many
I didn't have tech companies competing with the US government on my bingo card this year or any year for that matter ^(I do have US bankruptcy and/or United States of NVDA for next year though)
Hai un'enorme sovrapposizione sul tech e su titoli mega cap, altro che diversificazione. I principali titoli di QQQ e VUG (MSFT, AAPL, NVDA, AMZN) sono già i pesi massimi di SPY. Detenerli insieme alle singole stock amplifica la concentrazione senza aggiungere alcuna vera diversificazione. MSFT, AAPL, NVDA e AMZN come azioni singole ad alta esposizione, ma queste sono già i pesi massimi all'interno di SPY, VUG e QQQ. Non ha senso, hai scritto " un portafoglio relativamente sicuro" Questo è da cardiopalma!!
BREAKING: Iran surrenders - Ayatollah proposed to invest 800 billion into NVDA, SNDK and MU
The difference to me is that SPCX is VERY early in trying to find it's price. NVDA could still grow since who knows how big this whole AI thing becomes, but I feel like it has been priced for perfection so not seeing explosive upside where it spikes 10 to 15%.
I think we do agree. I said the same, stay the course. You buying NVDA at the price you did is a life-changer depending on position size.
I can't agree with that one. I am older and lived through the dot com bubble crash and the 08 crash. The dot com mess was harder to read, but there was a ton of smoke before the 08 fire. I moved to cash in my 401 k as it was a non taxable event, but my other positions got smoked. Moving to cash put me in a position to capitalize on the bull market that followed. My thoughts were sound, but my timing was lucky. Pulling my money from the market was the smartest play I have ever made and I did a big buy of NVDA under $40. If you are convinced that the AI bubble is going to burst and there is going to be broad contagion, make a move to cover your ass. I am not sure how to read the current situation so I am hedging a little but mostly staying course. I will adjust as I see fit.
Legit might be the right move tbh. NVDA will buckle at any sign of weakness.
As you said at the end, we're probably not going to see eye to eye on some of this. I was contemplating just not replying and letting the conversation stand as is, but I decided to reply here because I feel I've been straw-manned in some places (i.e. - refuting arguments that I never made), and I want to attempt clarify a few things. >Capitalism does not need "infinite growth" to function Capitalism doesn’t, but the current market status quo of S&P 500 line-go-up 10-30% compounding annually on a logarithmic chart does need infinite logarithmic scale growth to function. >We are in no way close to maximising Earth's resources into the perfect/most efficient structure, so the theoretical ceiling remains just a theoretical end point. We can continue to grow indefinitely in timeframes that make sense to humans. I’m no scientist, but I’m not sure if climate change or our dependence on a non-renewable fossil fuels and other scarce natural resources would agree with this statement. Compounding growth hits a wall pretty quickly. But whatever, I’ll cede that line-go-up from where it is now in broad index funds is the more likely scenario on a 20+ year time horizon in the meantime. As for 5-10 years, not so sure. >Why are you presuming that NVDA or GOOG's market cap can't continue to grow? The East India company was striving for infinite growth in 1852. What, specifically, means that GOOG can't be worth a fair value of 20 trillion in 2100? East India Company didn’t achieve infinite growth. NVDA and GOOG can continue to grow, but not at the rate they have in the past. GOOG could be worth 20 trillion fair value in 2100 with inflation and all that, or it could be an obsolete company of the past. Another question is: Do we actually WANT them to grow beyond a terminal growth rate, for the sake of societal health? (Just because they can, doesn’t mean they should). >Because they can grow their market cap by reinvesting in R&D, potentially giving you better returns than you would receive through dividends. If you want dividends, don't invest in these companies. >If you buy a small business that makes widgets, you, as the owner, might defer a large salary to use the funds to expand the business. You might do this because you're convinced the business will be worth more in a few years if you keep investing money into it, instead of pulling money out through salary or profit taking. Regarding dividends - Re-read my last two posts again. I said small and medium companies prioritizing growth over dividends is fine. It's the highly profitable mega-caps that should be paying reasonable dividends instead of prioritizing toxic growth. And I pointed out the absurdity of a company that refuses to pay a dividend forever no matter how big it gets. Current examples include Nvidia, Microsoft, Google, Apple, and Meta. I'll add: You also may be tempted to give me the textbook response and say: "They should prioritize growing more instead of paying dividends." And to that I'd say: "Maybe, but only if it's driven by what people actually want and has a clear net positive effect on society." If that growth would be driven by mostly synthetic illusory demand for the sake of "growth" (B2B circle-jerks, financial engineering, circular financing, next-big-thing hyping, etc.), then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth would necessitate major enshittification of products & services, then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth would be toxic to society (does more harm than good), then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth would be mostly driven by some form of a ponzi scheme, then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth threatens to slowly turn the nation into corporatocracy ruled and governed by you and a tiny handful of mega-mega-corporations (whether formally recognized or not), then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth threatens to cause the next great recession or great depression because of the magnitude of the bubble that it's recklessly inflating, then fuck that shit - please don't grow, pay a reasonable dividend yield instead. I think Nvidia, Microsoft, Google, Meta, and some other companies all meet at least some of these "fuck that shit - please don't grow, pay a reasonable dividend yield instead" criteria. (And just to be clear, when I say "please don't grow" I'm referring to that 10%+ type of compounding growth, not the small 1-4% terminal growth of a mature company that doesn't exceed the growth of the overall economy or inflation.)
Quarterly market taking a shit right as NVDA reports event
NVDA has moved more in the last 30 minutes of overnight trading than it has in the last 3 days of regular trading
I’d like to buy more NVDA under $200 again.
guess which semi doesn't need or use HBM and still 15x smokes the performance of the best chips NVDA has?
I can’t berrieve NVDA still up with NBIS acting like this.
Who me? Well, my boys and I are gonna storm the Kharg after bombing the fucking shit out of Oman. Prolly full Porning into NVDA first though because it’s gonna be the first Gorillian dollar stock, ya mean?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $230.00 (above) | $225.06 | +2.2% | 23h 60m |
Yeah but picking Amazon would have been like picking NVDA before this absurdity. A ton of luck involved. For the more general investor, the Nasdaq fell 80% during the dot com bust and took over 15 years to make a new all time high.
MMs are pinning NVDA at 225 and regard bers are thinking it is going to drop
*\*starts frantically writing up nonsensical doomsday conspiracy theories on NVDA\**
Substantial_Team is pointing at the real gap. The Greeks are table stakes, but the thing that actually blows accounts up is not misreading one trade, it is holding eight trades that are secretly the same trade. Five diversified cash secured puts on NVDA, AMD, MU, SMCI and GOOGL is not five positions, it is one leveraged long on semis and megacap tech, and it all tests on the same red morning. Position sizing per trade does nothing if you never look at the book in aggregate. Track your total portfolio delta and your concentration by sector or factor, not just per ticker. Most people bleeding out were never actually wrong about the Greeks, they were long the same beta five times and called it diversification. No book teaches that because it is a portfolio problem wearing an options costume.
AI still has legs but I’m worried NVDA gonna slow the momentum
What do you mean by "AI company"? As for the scalers, the physical hardware is not their only moat nor is that moat narrow just because it is simple. The capital intensity required to compete with scalers hardware footprints will become essentially impossible **if** current trends continue. As for companies like NVDA, their primary "moat" (more of a temporary engineering bottleneck) is CUDA and not based on hardware at all. When CPUs or GPUs become obsolete they get relegated to other lower intensity tasks, they don't just get written off immediately as a sunk cost.
NVDA crabbing like a mf, were probably gonna be in for a helluva day tomorrow
I got some Nvidia calls for next week's earning. Just keep slowly climbing and don't crash until after earnings please NVDA
no, the market is just waiting out catalysts like NVDA earnings before pumping higher
When he talks to you about NVDA is when you should really worry
SPY puts with NVDA calls are certainly a decision 🫡
I want Burry to short more NVDA so we can rocket
NVDA is not dropping $225 means its going to rocket to $250 once we get a TACO
Why do I have NVDA calls @ 240
!banbet NVDA 215 4d
First of all, the retards on Ars Technica was equating institutions buying shares as circular financing. You understand that is literally 100% not what that means, right? Second, as to circular financing - it has existed for 100 years. It's called vendor financing. Ever buy a car? Every major maker has their own lender. So, is that circular financing? The fact is NVDA chips are expensive as fk. If someone has a viable business plan and NVDA wants to lend them enough credit to buy their GPUs to monetize the compute, that's not really a big deal. It will be a problem once the market turns down or prices drop. But this is not some new invention. It's literally been around 100 years. You think farmers can afford to drop $500,000 on a new caterpillar machine? No. That's why CAT offers financing - or what retards have taken to calling "circular financing"
NVDA straight pump to $250 after a giant TACO tomorrow. Wait for a 🥭 post : Thank you Prime Minister of Pakistan, President of Afghanistan …
SPCX higher on news of NVDA's stake in the company. NVDA higher after news of it's stake in SPCX.
NVDA let’s finish Burry with $250
All these massive AI moves. Who’s going to be the first company acquired by an NVDA?
If you missed the NVDA rocket, $PATH is the ultimate sleeper AI play right now. 🚀 They are literally automating everything with AI, and the market hasn't even priced this in yet. Load up before the FOMO kicks in and leaves you behind at the Wendy’s dumpster. Get in NOW and secure those tendies! 💎🙌🚀🌕