Reddit Posts
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
Reddit's 2026 Stock Picks: What actually performed?
$TXG: The picks and shovels trade of biotech AI
Mentions
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! 💎🙌🚀🌕
mag7-1 you mean. NVDA is fine.
If $NVDA doesn't break that 0.786 Fib today we might just all die
I feel like nothing will happen until NVDA earnings next week
Another day of NVDA moving absolutely no where
Come on NVDA, lets do $250 and finish Burry off
If I sell my NVDA calls it will 100000% go up. Why?
NVDA make me rich with these calls expiring today. lol
Fast forward to the 26th for NVDA earnings when SPY is touching 750 again
NVDA was holding up SPY so now we drill I guess
Definitely for OpenAI. For NVDA, they van report this as a “sales” on their earnings.
$NVDA sucking liquidity out?
Yea all the companies are being greedy and we are record high margin levels... if that's not greed I don't lnow what is. NVDA getting banks together to create a special vehicle to raise debt for it's customers.... that's greed. Sentiment on social media is a small fraction of the investing sentiment. Not saying the bubble is popping now. But we are surely in a bubble by any definition of a bubble.
NVDA 230 and I bust a nut on your grandma
Damn mags except NVDA got shit on
Nike announced it’s now NikeAI, NVDA just offered NikeAI $100 trillion dollar backstop commitments.
NBIS and NVDA recovering from their loss earlier is funny for them to do rn
NVDA bout to dump like a truck or what
$7 million into aug NVDA calls but also $11 million into sep VIX calls
NVDA data center capex 😍😍😍📈📈🔥 NEBIUS data center capex 🚀🚀📈📈🔥🔥 Google data center capex😍😍🔥🔥🔥🚀🚀 Meta data center capex 🤢🤢💩📉📉
I love AMD. I sold all of it at about 515 a while ago and rotated out of semis. They're initiating a kamikaze loop with NVDA. Once they break the CUDA moat, NVDA will lose market share but the margins in the industry overall will take a hit. There is too much uncertainty around future profitability and its sustainability. I made like 200% on AMD and dipped. I might have been early but I'd rather be early then late. Hardware stocks like that you shouldn't be too greedy with and exit once you thesis is validated. My thesis was - AMD will prove itself as a serious competitor to NVDA and re-rate. That happened. It played out. The stock went up to 500 something dollars. I sold and moved on. What you do with it depends on your thesis, expectations and timeframe. Can't tell you what to do. If you're no longer feeling confident I'd consider reducing exposure until I did. *NFA DYOR ETC*
I could see it if NVDA stops being green
I mean, literally you could have beaten the S&P over 10 years by buying 1 share of NVDA, and plowing the rest in VOO
NVDA will be disaster because they spent some cash financing other AI tickers. But the market wants a perfect earning
NVDA has added 1.1 TRILLION dollars in market cap in the last 3.5 weeks. Totally cool, totally normal, totally fine
Some days I like NVDA holding up SPY...this isn't one of those days
NVDA 222.5p weeklies is the play
NVDA puts is free money.
BigTech cash flow negative All debt load, reduced credit rating Japan in depression, as Yen crashes NVDA. Desperately looking AI theme, otherwise crash 70% , 3 Trillion wipeout
Has anyone counted how many times they’ve gotten rugged on NVDA calls today?
$NVDA 240 end of earnings week
$NCLD and $NVDA and chill
Thinking NVDA cheeky run to 240 before earnings innit lads
08-28 240 calls NVDA i am innnnnnn
They are going to hold this stupid fucking market sideways all the way until NVDA earnings. Another 9 days of bullshit. These greedy bastards need to squeeze all the juice they can get out of this pig.
NVDA high of the day. Will drag up every tech stock
"NVDA is mooning." 0.75% gain.
good news: i sold my NVDA option for 50% profit (few hundred bucks) bad news: i lost lost 15k on GOOG (97%) how can i frame this positively to my spouse and children?
DIA improving, time for AAPL and NVDA to pump a lil bit. We can still see 777
Holding NVDA is a daily humiliation ritual
Wtf NVDA, you dissapoint me son
NVDA has been in a $2 range for almost 3 days now
LMFAO all the bags are down but NVDA and MEMOry is keeping the Qqq green lol
How do we feel about NVDA upcoming earnings?
GOOG and NVDA are exhausting af to hold. The moment you sell, you get to watch the +3.5% pump. Fuckin tickers man
Fuck everything, just buy NVDA, break that MF ATH
**BanBet Lost** — /u/pmoO0 (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **NVDA** ▼ | $199.78 → $185.00 | -7.4% | 2w | Lost |
NVDA rarely hits 230
If NVDA doesnt run to 230s in the next 24hours I am closing my vertical call spread. That means you can buy single leg calls OTM tomorrow for free money.
Meta already cancelled buybacks, MSFT reducing. Definition of a cope rally to Q3 or Q4 earnings. Maybe push out to Q1 2027. At which point only NVDA and Apple in mag 7 will buyback.
it's another NVDA shell game, NVDA is funding them and they're buying NVDA hardware. Plus they're Russian, so probable mob connections. xD
Shouldn’t they just name it “NVDA futures”? They basically have a monopoly on AI compute ecosystems.
NVDA only needs 5.1% for new ATH. Let's round that up to 10.
So the new JP Morgan and Deutsche Bank AI narrative™ is now hyperscalars datacenters will print with yuuuge margins, of course NVDA will have huge margins too, oh and also memory theyll bank too and um... who have i forgot... also spacex will obviously print because they are in space as well and going into telecoms which is hugely lucrative, but not AT&T that's not lucrative because they arent in space? That the official institutional narrative?
I don't know of any AI bots that format this way or use grammar like this. But the the one sentence paragraphs make it harder to read, not easier. Grouping your concepts into paragraphs will make it easier to follow your thoughs. NVDA doesn't want to be in the data center business, which has awful ROI. Huang role is to hype up the cash train to fund the DCs so there's more customers buying his products. And last Friday he was trying to redefine his 3-4 year service life products as a "utility" in a lame attempt to get underwriters to reclassify the assets for longer service life. Ain't gonna happen, which is why you likely won't hear any more of that BS. And his latest ploy was for only 500B with 1T already "spent" in the AI DC bubble. Huang's bargaining/begging means the big Wall Street credit market is tapped out until the bills start getting paid, unless the asset class rules are re-written. And that's bloody unlikely. With bond rates rising, the cost of money is already pulling back on the reigns. So only retail bag holders are left to fund the hype -- which ain't much. It's certainly not going to get them to the 5T numbers they were throwing around. The monthly payment on a 1.5T is 2.2% per month for a data center, or $33B per month. That's just over $4 per person on the planet on average. And there aren't that many folks paying for AI services at all, much less enough to cover $33B/mo, which doesn't count the rest of the revenue needed to cover all the other costs of doing business, which will be at least another $2 pp/mo. Yes there are a lot of parallels to the setup of the Y2K bubble, which unlike this AI thing had a very clear and obvious horizon of 1/1/00. Cash was infinite in the late 1990s. Tech companies could not spend Wall Street's cash fast enough. It was drinking from a firehose. Then the water got shut off 3 months later in March 2020. But it took another 2 quarters of gathering bag holders before the market got rug pulled. Lived through that one first hand. Made a lot of money selling early in 2000 and then buying the dip in 2003. That obvious "end of Y2K" was obvious given the date and that everyone and their brother had spend their next 5 years of IT budgets already, so getting out of tech was the obvious play. The overnight market crash didn't happen in 2007-2009 with CDOs either, even though the "Margin call" trigger event was abrupt for Wall Street and those who sold Burry their shorts. The Big Short multi-mortgage-liar-loan thing was all very real where I live, so it was very easy (for me) to see it coming. Sold in Q4 2007 and bought back in March 2009 when BAC was too big to fail at $1.91/share. But that also took 20 months to bear out. When the useful idiots at OpenAI delayed their IPO, that was your first early sign of the AI top. And June was your first dip that followed. What happens going forward will depend on how well the first 1T of capex gets paid off. So keep an eye on whether it's via AI business revenue, or ponzi-borrowing. Wall Street can typically cover bad news for a couple quarters, but then even they run out of money.
NVDA price check someone
It's been a while since NVDA had a +10% on a day.
Can NVDA actually go up?
3.3k invested in MSFT and NVDA is probably the exact opposite of low to medium risk. Pop 90% of your portfolio into VOO. As you keep investing money, keep that ratio. MSFT is a good long term investment, I would also suggest GOOG as it’s less propped up by AI. NVDA is risky, eventually competitors will eat up more and more of its market.
NVDA needs the AI bubble to succeed but they don't wanna use too much of their money.
retail has been selling NVDA to buy their suppliers and other semis. I think when NVDA rockets it will be such a hated rally 🤣
No, just because NVDA ER coming up
NVDA earnings either gonna crash the market or PUMP IT. No inbetween.
NVDA disgustingly cheap, what irritates me is how weak it looks, it might even dumb to 212-218 zone just for the shake out and then run it to 250 post ER