Reddit Posts
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
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
NVDAs CEO Jensens jacket goes to auction
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
Straddle bot thread, Day 2: No trade. Skipped the entry, here's why.
Nvidia Server Delay Report Sends Asian Tech Stocks Sliding
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Tech stocks to the moon or down the hell?
Leverage in South Korean chip stocks is out of control
If your portfolio is red today, don't assume something broke.
Review of last week: AI remains the main theme, but the market has become selective
Throwing in the regard towel, finally.
Strategy to exercise OTM options after market close on Expiry Day (becomes ITM after hours)
Shelly Group: Tiny Smart-Home Boxes, Fat Margins, and Actual Profits
Hyperscalers are implementing techniques that could compress memory usage by up to 40x
Most of the stocks are at the bottom of the tariff prices. Way too oversold. Massive pump incoming.
Now that SPCX hype is done, can we start pumping NVDA again?
Market rotation is becoming obvious but retail is still stuck in old narratives
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron Price Target Analysis Part 2
PSA: RAM (2x DRAM) open for retail day after MU beat
How I feel after seeing Micron report 86% margin
📓 Daily Brief: Theta Gang Goes To Wendy's
Is NVDA dead or are they creating a buying opportunity for themselves?
What’s with all the NVDA call buying?
Reflection AI will pay SpaceX up to $6.3 billion for access to NVDA GB300 chips and Colossus infrastructure.
Specs were already net short the Nasdaq at a 1-year extreme before Tuesday's crash.
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SPCX has been quietly making my year, anyone else in this one?
NVDA 210P 7/31 expiry - Should I take profit or hold?
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Holographic/VR/AR Industry Development Weekly Report, Week 25
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
Watching MU raise while NVDA stays stall is killing me. Too late to switch to MU?
The AI trade is starting to look like a copper trade too
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
THE WALL-E PROTOCOL: Elon is Using a 2008 Pixar Film as a Corporate Roadmap and Nobody Has Noticed
Mentions
I agree with this I think all the money to be made in NVDA for the near future has been made . Greener pastures for me
Weren’t they saying the same about NVDA and GPUs a few years ago? That it’s cyclical? Not saying this time is different, as those are always the famous last words, but I don’t see HBM and memory letting up from a demand point of view unless the whole AI trade/build out goes bust.
Memory is pretty cyclical, expect names like MU to struggle. Chip designers and foundries like TSMC and NVDA will be fine long term. The demand for their products/services is robust.
NVDA disclosed 9% stake trying to save their investment
NVDA bought NBIS shares
Spent way too much on metal on whatnot today. Need NVDA to pump
I am holding a sizeable position + selling puts because it is extremely cheap if it goes any lower to \~170$. I do not believe in an NVDA crash. They have a moat that is not going to disappear anytime soon. One day it can but I have confidence in Jensen. He has been running this global brand for a long time with success. Will it run to 300$ this year? I don't think so
NBIS is spiking because NVDA reported they owned 9% stake in company
NBIS was getting rekt so NVDA had to announce an investment
NVDA with a passive stake in NBIS -- what does this even mean in practice? Happy I bought the NBIS bottom last week. Let's see how this plays out.
The muted discussion itself is a data point — SNPS doesn't have a clean single catalyst people can rally around the way NVDA or AVGO do, it's a slow-compounding moat story, and those get ignored in momentum-driven markets regardless of quality. What I'd watch for before buying: ANSYS integration cost synergies showing up explicitly in the next couple of earnings calls, not just revenue combination. If management stops mentioning integration costs as a margin drag, that's usually the tell that the expensive part is behind them.
Maybe NVDA should just buy a small stake in every company. New ATHs
Bruh why? NVDA being a major shareholder is very positive news
NBIS gonna crank in the days ahead. 31% short interest and a new stake from NVDA. Well done those shareholders!
I believe it has a lot to do with the algorithms. It looks at whole sectors, so what happens to MU, Sandisk, etc... also happens to others in the same sector, e.g. TSMC, ASML, NVDA, AMD, MRVL, STX, & INTC. They weren’t punished for disappointing earnings; they were caught in a broad sector-wide de-risking as hedge funds, traders and even some large asset managers locked in gains and reduced exposure to some of the market’s biggest winners.
NVDA the worst stock in the market
NVDA keeps getting kicked in the nuts on any big up swing.
I understand rolling now. I let NVDA go and tried to roll GOOG up and out, but the price went up way too much for me to keep up with it so I just let it go when it was around $300. If I had to sell options now, it might just be CSP
i did this, but i lost all of my shares between july-sept last year (NVDA/GOOG). I will never sell covered calls again lol
the year is 2035. AI has taken over planet earth, we are all made from GPUs. NVDA is trading in the 200 to 210 range.
too obvious, that's why it's green today. Tomorrow is wen NVDA goes -20% on a good news instead
Circle k paychecks are more bountiful than NVDA shareholder returns
NVDA is currently priced like it’s cooking the book, bruvs. If not, this shit woulda been 300+ rn if not 325+ territory
Green on WEN, NVDA, and TSLA ok periodt
Um, you’re down 82%… 🤣 Im pretty sure you are past the giving up phase of your option gambling. Just hope Mag 7 (minus NVDA) crush earnings next week, increase capex spending and memory sector starts running again. Then by mid aug/early sept, you make you money back or recoup 75-80% of your investment.
NVDA at max pain. Apple $10 below max pain. SPY gonna clear 750 today.
How can this help me with my NVDA calls?
is this one of those days where NVDA and AAPL stocks get sold to buy other dogshit
NVDA needs to get rug pulled down to 180-190 before it can ever go higher. It’s just a pos that needs new buyers.
Fack AAPL, also NVDA time to go to bed.
NVDA is still in the f'in penalty box. Insane.
NVDA is not having a good time.
🚨 ATTN all APPLE GOOGLE and NVDA holders The money will now be rotated in MSFT META and AMZN Thank you for your attention to the matter!
Someone bought Jensen's leather jacket for a million dollars. Puts on NVDA.
NVDA dropping like a penny stock
Well my inverse NVDA’s first big move strategy isn’t going how I thought it would… there’s still time I guess.
people do be forgetting about the looming space race that actually already kind of started. but they just see what's going on now if it's not completely spelled out for them, and even then, many don't believe, like NVDA with AI etc.
Giving my NVDA calls hope
Do not slander my goat Jensen, he fought through being mistakenly put into a reform school for troubled youth, got his masters in EE, waited tables at Denny's, then had to pilot NVDA as the last man standing for years before this all popped up. Of all the CEOs of the mag 7, this guy deserves all the fame and money he can get.
Not for a while. NVDA still dominates
Lmao NVDA price has been so frozen for the past 30 mins that you’d think the trading was halted 🙄
I don’t know what I’m missing but I don’t see why NVDA is still struggling to go up. They are still raking in cash
Bought TSLA calls, got smoked. Bought NVDA calls, got smoked again. Fuck it SPY puts for a month out
Why can’t NVDA hold any momentum?
It’s time NVDA breaks its shackles man. I need a payout.
HOLY SHIT NVDA 1m CANDLE -5% WTF
I need NVDA at 220 before earnings
Let me explain for your two brain cells. 1. Google buys GPU from NVDA. 2. NVDA records profit. 3. Google expenses over useful life therefore not expense the 1. entire purchase in the same year. Nasdaq PE goes up. Nothings changed moron, just the accounting.
China had iPhones did not stop them from creating their own. Even if they were addicted to NVDA GPU's, 100% China would make their own. They consider this as a matter of national security.
> Also three customers make up 54% of revenue. 21%, 17%, 16%. This has been a risk for a while. Some of the big names mentioned before were Meta, Amazon, and Google - and like you said all 3 are working on their own chips. There's just too much margin for Nvidia for their biggest customers to not be working on their own chips. Their biggest customers also have the money to do so. At some point these large customers will have a mix of chips and eat into NVDA's margins. Timing was already tough, and now with memory supply being an issue, another factor has been thrown into the mix.
# Poem of the day: # Men will eat a mighty feast, # While some may play basketball, # We’ll all have cash like Mr. Beast, # If we all buy some NVDA calls # Thank you.
No one with a functional brain is saying NVDA is Enron. Now, Open AI on the other hand...
NVDA and AAPL inversing each other is a fucking cheat code for SPY. It will either go up or stay flat but never drop 😆
TTWO and NVDA back to ATH's!
Seconded^ but short that shiiiiii if you want, idc, not my money. NVDA will reach ath again like the last 20 times they went down
Haha, does anybody remember how NVDA crashed because of Deepseek beginning of 2025. Doom and gloom, everybody predicted collapse. If you bought then and held, you'd have made +100% profit.
We knew all of this months ago. The mark to market profits, concentrations, Groq, all of it. This is only for the recency bias mouth breathers that chase market movements, and now they are chasing the downward movement of semis and enjoying this posts confirmation bias. Don't chase. Pick good stocks. if you think NVDA is a sell, sell. AI is ongoing and the build out will last many many years.
This Kimi K3 fucker basically announced to the world that they're starving for compute and NVDA still can't catch a bid
I agree with you. Expectations are monsterous this quarter. Samsung crashed after officially becoming the most profitable business in the world, surpassing NVDA (1800% YoY). SPY 750 will have to choose a direction and I do not think forward guidance and EPS beats will be enough.
NVDA is flat last 3 months. Theta gang must be feasting 🤑
That’s pretty fucking straight… I’m buying NVDA puts til the gay improves.
Yes! Let SanDick burn to hell so NVDA can rise
I don’t care what happens tomorrow. I’m inversing the first big move on NVDA with 0DTEs.
I want to invest $25k after this July dip. What do you all think will be best long term but high growth ? Maybe strongest tickers who got hit hardest ? Looking at Bloom, Micron, NVDA, NBIS, SkHX, MSFT, WDC, then also considering etfs
Yes, now NVDA will be up 100% EOD
I'm right there with ya! All in on SKHY and NVDA. Just wait till all the poors come crying. Well I for one am not loaning them my any of my lambos. https://preview.redd.it/jmb47iuof9eh1.jpeg?width=843&format=pjpg&auto=webp&s=f426f4cd5a453aebcef88c69b84712f3294239c9
> NVDA trailing P/E is around 40. Cisco peaked at 200+ in 2000. PE is meaningless at top of a cycle. Look at PS and it is about 20 for NVDA, 35 for the equivalent CSCO moment in 2000. > Big tech AI spenders are generating real cash flow. Pets.com was not. Pets.com was small and irrelevant. The big CapEx spending was done by JP Morgan, Coca Cola, Ford, Walmart... They all had FCF, but at some point just decided they had enough networking equipment. > Microsoft, Google, Meta are posting actual revenue growth from AI products. Negligible when compared to the CapEx numbers. And anyway, you think telecom companies were not showing revenue growth? My positions are puts on SMH, NVDA, SOXX; calls on SSG, NVD, SOXS.
MU NVDA up, RKLB continues sell off to 40, where it will still be overvalued
NVDA will dump to low 190s then rebound
All loaded up with Tesla, Msft, and NVDA calls from the crash on Friday, daddy’s taking the whole family to sizzler tomorrow night 🤑
https://x.com/Kimi_Moonshot/status/2078855608565207130 This shit is supposed to be bearish NVDA??
Efficient and cheap hardware will enter the chat soon, cucking NVDA, fraudcom and the memory retards.
I need NVDA to be at 215 by EOW for my calls to have a chance
We gotta end the transgender chips NVDA is producing 🥭
I gotta stop buying NVDA at 210…….everytime man
Digital ad space specifically maybe, but certainly it has never been large enough to change any whole market sentiment. Not in the same way an NVDA or GOOGL can.
While its overall a meme and you are right about the inverse Cramer fund, he’s still overall worse than e.g. the S&P500. When you look at this fund (Cramers AAP Portfolio) he’s consistently missing the mark (https://www.ifa.com/articles/cramer\_chasing\_mad\_money/) The main reason for the inverse Cramer to fail so badly was also the fact that Cramer consistently hypes mega caps like NVDA, AAPL, LLY etc which of course messed up the inverse. I think there is a lot of confirmation bias here on both ends
Should I sell my 08/07 NVDA $220 calls this week with a loss or hold fellas?
This sub has $15 million in NVDA and MU shares
You'd love to be proven wrong but you haven't presented any data to actually be wrong about. Just vibes. Some numbers worth considering: \- NVDA trailing P/E is around 40. Cisco peaked at 200+ in 2000. \- Big tech AI spenders are generating real cash flow. [Pets.com](http://Pets.com) was not. \- Microsoft, Google, Meta are posting actual revenue growth from AI products. The dot-com comparison gets thrown around constantly but the financial profiles are not even close. Most of the Mag 7 have fortress balance sheets and massive buybacks. Could AI stocks correct 20-30%? Sure, any sector can. "Entire stock market collapses and no sector is safe" is a much bigger claim and you've offered zero evidence for it beyond "confidence could break." That's not analysis, that's anxiety. What's your actual position? Cash? Short?
You’re assuming the new capacity will swamp demand. Every estimate I’ve seen shows that memory will still be in deficit even with new supply. For example, NVDA has been de-specing Ruben on memory because of shortages; with more supply, they can spec up, absorbing supply. They can increase capex and bring on new supply, but that doesn’t necessarily mean it’ll be enough.
Tech bros think they know everything and look down on accounting/finance like it’s a lesser discipline. They would never consider what a company’s actual valuation or any fundamental in general. Elon/Tesla stans are all guys like that. Tesla is an actually successful company with just about every other car I see being one of those and genuinely starting an EV arms race with how much better they were than a lot of what was on the market. To that extent I can see how it’s 17x GAAP given that NVDA is still 25x GAAP even with shadow borrowing and circular financing. SpaceX is completely fraudulent. Tesla is definitely overpriced but SpaceX is apples to oranges compared to Tesla. SpaceX isn’t even profitable and their relevant competitors have a positive EPS. There is an actual foundation behind Tesla, SpaceX is completely shady horseshit.
Okay foreal? INFQ (Quantum) BNAI (robotics) NVDA (AI king going for another Split once rally shifts from memory) AMZN (no worthy competition) those are my picks DYOR &NFA!
Long: NVDA, MSFT, SKHY Short: direxion 3x long mi dong
I'm very sure that Jensen doesn't care if their chips goes to China via Singapore or Taiwan via SMCI, DELL or whoever else was involved in that smuggling scandal. SMCI is still one of the biggest NVDA customers/partners. The Bane/Jensen meme is fitting "they expect one of us in the wreckage". Call me a foil hat or whatever
Is it sadist if one is waiting for NVDA's crash? I don't want to buy puts because it's unwise to trade on emotions
Long dated IBM calls are the clear winning play here. IBM will rise up to 224 or so before earnings and then by September it is going to hit about 300 as things settle back to norms. I hope NVDA stays cool for you man.
i will take the bait.....the space is highly competitive and gains are mainly on price hikes and future orders that can be cancelled. whats to stop NVDA from building their own SSDs and Memory and taking them out down the road? MU cant suddenly get into the high end GPU game. its a big company at a cheap valuation relative to other AI names with a lot to live up to.
Jensen is about to announce how NVDA has solved singularity. 400Trillion EOW
Can memory just burn without semis being affected? I get that they’re associated with each other but c’mon, NVDA doesn’t deserve the beat down.
Is Son the same guy who sold all his stake in NVDA before it took off? Can't be wrong twice
The stocks you listed probably have a combined $2T in market cap. Even if there is $2T in capex for AI over the next couple of years, with the lions share going to NVDA and AMD, how can you possibly call $2T in market cap for these stocks to be sound fundamentals?
RKLB, NVDA and AMD gave me great returns. Even with a -55% correction from the top I'm still making money on RKLB an was able to add a little more. If anything the only lesson to be learned in the past years is that it's better to be on the market than to try to time it (these same companies looked overvalued 2 years ago as well).
OP, I don't know if your bet is good, but conflating sectors like you are is truly regarded. I just finished shorting NVDA. Put the profits straight into long dated IBM calls. I think the hardware story is going to struggle keeping up with past results. I may get back in on puts if it bounces up this week.
and NVDA will get fucking destroyed by the market because good news makes nvda fall LOL