Reddit Posts
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
US asset managers file for first ETFs targeting Wall Street's new obsession, AI and the 'MANGOS'
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
All My Eggs in One Basket: Keep holding NVDA or Sell at a Loss?
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
I have 235k to invest. How should I split it?
How to ensure you're not investing too wide as opposed to too deep?
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Mentions
Then you continue selling calls until the entire position's adjusted cost average is $0. You get to own NVDA for free if given enough time.
Where we think NVDA goes right before earnings? 250? It will of course dip after earnings.
It is by nature always overpriced to protect the market makers. When IV crush happens you win about 8/10 times, especially for NVDA, where the implied move is usually 5-10%, but is ends up only moving 2% for the most part. You are basically the dealer in the casino.
Semis up, semis down, I don't give a fuk anymore. People calling for another 2x-4x like it's nothing are 100% certified regarded 🤡 Even a 2x means adding $500B-$1T+ to basically every major name, and NVDA alone would need another $5T, clearly impossible this year. Maybe over the next several years, sure. Meanwhile, a 30-50% dump would only take most of them back to around April prices, which isn't exactly some black swan. If anything, those levels would probably be a decent buying opportunity.
It’s a 80% chance of making 20% vs 20% chance of making 80% scenario. Buying NVDA at $5T is still a pretty good bet because of the high probability of it hitting $6T. Buying some less well executed companies at $1T, you may have chance of doubling your money, but it’s going to be a much slimmer chance.
Predictions: NVDA -> 220 (next week) SPY -> 760 (next week) RCAT -> 15 (earnings) AVEX -> 20 (earnings) This is not financial advice, clearly. This is dementia
**BanBet Lost** — /u/Odd_Neighborhood969 (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $205.97 → $195.00 | -5.3% | 2d | Lost |
Is your dividend portfolio made up of NVDA, GOOGL and AAPL? Most stocks that would be considered dividend safe havens (including the ones you mentioned) have underperformed the market in the last 4.5 years. Not sure how you could be up 120%.
Or you can buy $950,000 worth of NVDA stock the day before earnings, then sell as much covered calls as you can that will all expire after earnings. The options are always overpriced so you can easily make that 5% in a day. It's free money.
95-99% of the comments in this thread is the same dumbass excuses being used to try to justify that a dumbass bubble is sure to just keep on chugging along for years. >"It can't crash anymore cuz Fed print money, inflation, and dollar devaluation." Yes it can crash when it has already far exceeded the amount of money printing, inflation, and dollar devaluation. Do the fucking math or look at the goddamn ratio charts. [Inflation Adjusted S&P 500](https://www.multpl.com/inflation-adjusted-s-p-500) [US - Total Market Cap Divided by M2 Money Supply](https://en.macromicro.me/collections/34/us-stock-relative/24033/wilshire5000-to-us-m2) Also, multiple S&P 500 valuation charts (almost every one of them) are at or exceeding dotcom bubble levels right now: [CAPE Ratio](https://imgur.com/a/Xvsaos3), [Buffett Indicator](https://i.imgur.com/fN3g97M.jpeg), [Mean Reversion model](https://imgur.com/a/58OwAKs), [Interest Rate model](https://imgur.com/a/iT66lyc), and the [Aggregate Market Value Index Score](https://i.imgur.com/adh7AgO.jpeg) >"It can't crash anymore cuz the rich need to put their money somewhere." Kind of like they "needed" to put their money somewhere in 1929 and 2000? First, the S&P 500, AI stocks, and space stocks aren't the only places to put money. And even if they were, that doesn't stop crashes from happening. Second, just because good buying opportunities may be mostly dried up at the moment, doesn't mean you have to FOMO into over-priced shit. Sometimes the best thing to do is WAIT for a fair price, or even a premium price... but don't pay clown prices. >"But look at the profits of semi-conductors like NVDA and MU, they've exploded! And their P/E ratios still look reasonable now. It's justified. Fair enough on that one. And that's all fine and dandy if you don't look bother to look underneath the surface. But if you DO bother to look underneath the surface, you'll see that (1) This sector is cyclical. (2) It's not sustainable when the money being spent on this shit far exceeds the profits that can and will be made anytime soon in the near future (as evidenced by OpenAI and Anthropic's money burning businesses). This has been covered by others and explained in detail a number of times by other people with working brains, so I won't belabor the point. >\[Insert one-liner low IQ bullshit here\] Further proof that the market is in a bubble when it's mostly brain-dead spam comments like that. Like really... there's no excuse anymore to be posting so much dumbass intellectually lazy trite human slop when you could be posting AI slop instead that at least shows 10x more thought. Right now, the voting machine is winning out against the weighing machine - but that probably won't last. In late stage bubbles (like we're in now), lazy thinking beats out critical thinking - but that won't probably last either.
I see the chat sentiment, leaning towards GOOGLE and MSFT on stability, moats and footprint. Remember that software companies can really shrink if the 5 yr growth contracts. I would go with NVDA and Amazon for their structural advantages on IA compute and logistics. Better numbers visibility. Second, I believe it's a question of who comes first close to AGI, and dominates the game. Highly unpredictable.
NVDA getting back to 230 next week
I told my dad we should buy NVDA in 2015. He talked me out of it. However I tell him it's good we didn't cause we would have sold as soon as we doubled and been happy....until later on. I once bought an oil stock at $2.50. I sold it at $4 a week later. I had a shit eating grin when I sold it. Nice dopamine rush. Two months later that stock was at $86.
NVDA freight train to ATH just left the station
Trimmed a lil NVDA today after the run this week. $135 cost basis. Felt like it was time to take a little profit
Amateur?!?! I’ve been losing money shorting NVDA for YEARS, sir. Years!
Magnificent 7; Apple, which you own, is one of them. They're essentially American ''big tech''. It's Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Apple (AAPL), and Tesla (TSLA). Avoid Tesla because it's extremely overvalued. The remaining 6 are great investments if you're willing to buy them and hold them for a long time. Since they're already very big companies they won't grow too much relatively, but you can be almost sure that you'll make a pretty solid % profit in, say, 5 or 10 years
Jensen heard my prayers about my NVDA call spread bleeding out No longer down 80% 🤩
Are meta and NVDA the only reason SPY and QQQ were green today because everything else is blood red
haaaa amateur bear, NVDA barely moves when shorting it. Now you know! The challenge is making a money before losing it to theta.
The good news is I called NVDA’s top with a short at 9:24 pacific. The bad news is it just stayed there, ALL-FUCKING-DAY. I’d really like my 7.5 hours back, please.
tell me how MU is better than SNDK. So far it seems SNDK moves up or down much easier, like comparing AMD vs NVDA >MU bagholder here
The market does not care about multiples, it's just a fun talking point. The market cares about sustainability which is the whole point of multiples. It's the same reason people using P/E on NVDA are using it wrong - the market is not going to price a $5 trillion stock as a growrh story, and it's the same reason most financials trade with such low P/E. Tbe issue is not that the market doesn't believe memory companies are going to make a ton of money - the issue is that you own a share of the very distant *future* company and no one believes that the buildout will go on forever.
Why did I sell my NVDA leaps at 203 this morning 🫠
\>he didnt buy the obvious NVDA dip just say you hate money already
As others have said, you shouldn’t need a FA for an $85k account. For the size of your account and the below market rate that he’s charging to manage your account, I wouldn’t expect him to invest these $600 deposits more frequently than quarterly at best. That being said, I understand your concern about managing your $85k yourself. I would start small. Open a taxable brokerage account at one of the discount brokerages like Fidelity, Schwab or Vanguard and start making your $600 deposits with them. Consider buying a low cost S&P 500 ETF like FXAIX or VOO. Once you are comfortable in managing your new account, consider doing an ACATS transfer from your $85k account to the new one. The new company can assist you with that. Assuming the $85k account doesn’t have any proprietary investments, you should be able to transfer the contents of it “in-kind” without having to sell anything (and creating capital gains). Say for example you own 5 shares of NVDA. After doing the transfer, you’d still own those 5 shares of NVDA.
Take some air out? More like all air will be out with piling lawsuits while AAPL +30%, MU -70%, and NVDA -40%.
Could work. But I prefer to buy leaps when a catalyst is coming, as opposed to just the company doing well. Obviously that’s not wrong and you need a company to do well to have a good foundation. But I look for catalysts to determine the length of time and timing. For instance, NVDA I have calls for Sept because I know end of Aug is their earnings and July and Aug has a lot of companies earnings which could boost NVDA too. As opposed to an arbitrary expiration date just cause NVDA is good Good luck with it! Hope it goes well.
Should I have sold today my NVDA call? https://preview.redd.it/lueqrerfxgch1.jpeg?width=1170&format=pjpg&auto=webp&s=acebafc89cead2fbaae5ae9245657871fdd1994c
NVDA is gonna make me a lot of money next week
Well to be fair to NVDA it's almost priced at like 5.5 trillion or whatever, i mean how much growth is left? Sometimes stocks are priced where they need to be..
I sold 25% of my NVDA. Just in case. Also I needed more tequila.
NVDA has been dead money for a year now. Above 200? Next stop 180. Below 180? Next stop 200. Once a particular stock becomes such a massive options market, the action gets killed, despite blockbuster earnings, growth, projections. Too much hedging both ways for it to ever truly breakout. I think MU is entering that phase now. It won't matter how much demand there is for memory, or what their margins are, etc, etc, the stock is just going to be stuck in a range for a year, spinning in circles as the most valuable theta producer on the planet. Sell puts, sell calls, collect that premium.
NVDA - 225, META - 725, NFLX - 85 Before end of July
META & NVDA holding my port together like Spiderman in front of that train.......
NVDA headed higher next week and MU headed lower. Sorry I don’t make the rules MUtards.
NVDA headed higher and MU headed lower next week. Sorry I don’t make the rules.
CHIPS....NVDA HAS BEEN consolodating for months...next leg up was/is imminent.
Shrek still protecting META & NVDA from bears
I bought calls lotto for end of day cause I give up and I’ve lost everything so I was gambling on them rigging it and saving the weekly but I guess it’s just all resources going to pumping NVDA type of day
Need NVDA, MU and SKHYNIX to all announce stakes in CRDO to save my position at this point
NVDA closes at 209.99, watch
NVDA pinned hard under $210
Now NVDA curling down and SPY is like "I don't even think about you" WTF is pumping SPY so hard
at the end of the day, if NVDA is going up, it doesn't matter that all the other stocks in the S&P 500 are going down
Mag7 finally waking up. NVDA running. And retards here want to pretend to be market top callers and buy worthless puts? Why not wait to see if SPY takes out $760 first? Clearly it’s going to try. This shot isn’t that hard guys. The trend is your friend. Say it again.
I could be wrong but seems like MMs want to keep NVDA below 210 for opex
NVDA just being pinned at 210 is depressing as hell. 🥸
I swear to god CRDO is down today just to fuck me. SPY is up, NVDA is up, memory is rallying. Everything it’s correlated to is up.
Checked in on NVDA, saw it is doing really well. Considered calls, then remembered the stock's abusive, shitty behavior. Bought 717 puts. Your move, dick NVDA.
MSFT and NVDA up on the same day, can someone check to see if the market is actually feeling ok?
Anyone buying the top on NVDA today?
NVDA is finally breaking out after months of consolidation.
Requesting NVDA intraday reversal please and thank you
Why did I only buy 20 NVDA shares under 200 what a fumble and trade for ants
God NVDA might actually go to 220+ next week
Largest stock in SPY is NVDA and that is only 7.55% wym
Damn someone bought $4m of NVDA 7/22 210 puts and it went vertical right after
Just bought a 0dte atm NVDA put just in case it decides to give up all of todays gains. If I'm wrong, I lose $50. Who gives a fuck
Bunch of NVDA puts just hit the tape
if AI were a bubble $NVDA would be $500
Perfect time to full port NVDA 0dte calls right here
NVDA coming back to fuck face again
What's up with the massive NVDA buying today? Not complaining but is there news?
Got NVDA $200 10/16 @ $191. Are we going beyond $210?
So NVDA closing around $340 my EOY? I'd take that.
I lost $30,000 from constantly trading individual stocks, so I’m going to buy 2x leveraged NVDA bull and step away from the market for a while. See you again someday.
# Possible stocks (low confidence) Based only on the price action patterns—not on readable text—the trader could be watching the kinds of stocks active day traders commonly trade: * NVIDIA (NVDA) * Tesla (TSLA) * Palantir (PLTR) * AMD * Meta (META) * Amazon (AMZN) * Microsoft (MSFT) * SPY * QQQ The center chart, in particular, resembles a large-cap stock making a morning recovery rather than a thinly traded small-cap.
Theres no way they will allow almost 600k in NVDA 210 call contracts to expire in the money
I was question my calls I bought on NVDA but glad o didn’t panic sell
$300 on NVDA 210s at open would be $10,000 right now. I’m sick thinking about it😓
NVDA bears didn't see this coming....probably not even bulls did
https://www.reddit.com/r/NVDA\_Stock/s/eUqjnI0jRs Called it on NVDA today
I just made 6k on NVDA. Have a great weekend!
I saw NVDA literally at @ $290, two days ago - and still didn't buy some yolo calls What a Bussy - I must be Korean
**BanBet Won** — /u/Is_so_cuul_sonbbich (2W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▲ | $199.77 → $210.00 | +5.1% | 1d 23h | Won |
Smashing my computer from selling my NVDA calls yesterday
not unless PLTR and AMD hit the highs of yesterday with NVDA touching 211
NVDA goat stock ATH incoming
NVDA 6T compney is not meme
Gotta love Yahoo headlines: >Stocks muted as SK Hynix stock pops in mega US IPO Yeah just NVDA up 3%, no biggie.
Selling SK Hynix this shit has the price action of NVDA
MY NVDA holdings are happy. This is rare.
That is the beauty of investment, no different than holding TSLA, NVDA or AMD at the early days it is all about conviction and risk taking. If something that easy like borrow money to the tits and dump it in VOO and wake up 20 years you will out win any payday loan rate, be my guest. (Not a investment advice but I am esger to see
So for a week straight when NVDA was 210 no one wanted it and it fell to 190 but now everyone wants it at the price they didn’t want it previously Very real
Y'all are welcome. Decided to trim half of my NVDA today at open
NVDA on the way to reclaim its honor.....
NVDA should be at 300 by now but hey it will be (until I sell lol )
what reason is there to even invest in MU over SK Hynix. It's like investing into AMD over NVDA when NVDA is cheaper