RTX

pineapplekiwipen

i'm still waiting for my NVDA shares to pay for an RTX 6090 😔

MemoryEXE

Yes fake revenues. RAM, Storage and GPUs are so cheap right now like anyone can buy your favorite RTX 5090, 1TB storage 32GB DDR5 for a consumer PC. Very very cheap = fake revenue = AI boom

BiggusCinnamusRollus

The next 5090 you buy will probably be Chinese since at that point, Nvidia will start thinking RTX and gaming are below them to produce and sell.

trackdaybruh

Yes, once the RTX 10090 comes out

bluey_02

All I read is I'll be able to buy an RTX5090 and not have to sell 18 kidneys... at some point... in the future...?

HipHopPolka

I dream of RTX 5090s grinding on me. Jensen being there too is accurate tho

znightmaree

LMT, NOC, and RTX are all good buys here in my opinion.

-Sliced-

There is a real shortage of every GPU that can actually be used for AI. Heck - a gaming RTX 5090 sells for $4,000 - AND you can rent it out for $500 a month.

brondoplantscraveit

Everyone buying an RTX card wouldn’t dent their top end compared to what companies are spending on AI. GTA 6 won’t make a difference.

FrostingOk2692

I asked my quant about the winning strategy for the NVDA earnings and he punched me in the face before escaping with my RTX 5090.

Happy-Control5922

fwiw the cleaner expression is the peace-dividend basket not RKT. defense (LMT/RTX) gets hit, oil unwinds, yields keep softening, all more direct than rate-sensitive financials. polymarkets june 30 deal tenor was the value spot a couple weeks ago, already ripping

BassFull0

China banned nerfed version of RTX 5090 during Jensen visit lmao

Last_Membership_1063

>Beijing banned an Nvidia gaming chip while the company’s chief executive Jensen Huang was visiting China with Donald Trump last week, the latest salvo in the superpowers’ battle to dominate AI. The chip was added to a list of banned goods at China’s customs checkpoints last Friday, according to a copy of the document seen by the FT and two people with knowledge of the matter. The move highlights Beijing’s determination to keep out Nvidia’s chips, especially the degraded versions made to comply with US export controls. The Chinese government wants to support domestic chipmakers such as Huawei and Cambricon as they catch up to their US rivals. The Nvidia chip, known as the RTX 5090D V2, was introduced last August to comply with US export controls. It was aimed at Chinese gamers and 3D animators but it has also been bought by AI developers, cut off from the most sophisticated Nvidia products. Nvidia’s Huang said on Monday that he believed China’s market would become accessible to US chip suppliers. “My sense is that over time, the market will open,” he told Bloomberg TV. Sales of other Nvidia chips including the H200 and the H20, another China-specific product that Nvidia sold earlier in the market, have been blocked by Beijing even though the Trump administration has approved sales to Chinese tech groups such as Alibaba and Tencent. Huang joined Trump at the last minute to be part of a US delegation to Beijing, where he was seen eating local delicacies and touring the Chinese capital outside the official summit. Trump said on Air Force One after visiting Beijing that China “chose not to” approve the purchases of Nvidia’s H200 chips because “they want to develop their own”. Huawei is set to capture the largest share of China’s AI chip market this year, with sales jumping by at least 60 per cent amid strong demand from Chinese companies seeking domestic alternatives to Nvidia, the FT reported earlier this month. Morgan Stanley forecasts that China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese groups. The US bank estimates the market to be worth about $21bn this year from domestic suppliers. China’s AI chip sector was previously dominated by Nvidia, which sold products worth just over $17bn — mostly H20 chips — in the Chinese market in the 2025 financial year. China’s customs agency and Nvidia did not immediately respond to requests for comment. The chipmaker and world’s most valuable company is scheduled to report earnings on Wednesday afternoon in results regarded as a bellwether for the state of the AI infrastructure boom.

JoelD88W

defense stocks honestly... everyone's been calling them overextended for like 18 months and they just keep grinding up. RTX, LMT, even some of the smaller primes. feels stupid to short anything with a government contract right now. could absolutely be wrong tho — i thought semis looked stretched in 2023 and we all know how that went lol

Comrade_Durge

I am going full regard and doubling down on MU, RR, AMD, RKLB, ASTS and a bunch of defence stocks in the mix (RTX, Rheinmetall, Kongsberg)

Intelligent_Title_90

Jeeeez RTX, Lockheed and NOC dropping like crazy.

goldenlamp

I need RTX or BA to make a 100B offer on RHM to get me out of that dumping piece of shit

winston511

Rotation into drones…but only certain drones like AVAV and RTX. The smaller drones like ONDS and RDW were sacrificed as a gift to the gods.

juveyjords

Nah they bought RTX 5090s

Two_jabs

You own RTX? Ive got about 10 shares averaging at $146 per share. Wondering if I should buy some more.

Odd_Papaya8305

Will people move to defense stocks like LMT RTX soon?

rydan

Literally RTX

Puzzleheaded-Grass17

Here's some good calls for september that have high potential to go up with out of the money strikes. $Microsoft Corp $Meta Platforms Inc $BUZZFEED INC $CoreWeave, Inc. $Cisco Sys Inc $GE Aerospace $General Dynamics Corp $Okta Inc $Quantum Computing Inc $Block Inc and $RTX all look good for short and long term gains especially with Trumps meeting with Chinas leader XI talks about Ai and chip/tech sector calls for Sept 18th looking nice rn

Siriricu20

Yeah can’t listen to what they say anymore. They downvoted RTX and it’s up again

TheHyperboley

Damn RXT ok, thought it would be done by now. What are the chances boomers are buying it because Cramer told them to but RTX? LOL

Moepenmoes

NVDA is up right now because I ordered an RTX 5070 today. No need to thank me.

Risko4

1, They were making a profit using the CDOs as well. That's why they used them in the first place. 2, No shit? Doesn't mean "AI" isn't a hyper inflated speculative asset that may be potentially over leveraged. The market is betting like every single AI company will relevant. The catch is that the winner takes all, if Google is the first one to get AGI. Who cares about open ai, Claude, Nvidia (Gemini architecture uses TPUs for training not RTX cards) Even better once China who has a backdoor into every US company copy pastes it and releases it for free

A10010010

How’s it look with RTX off? Asking for a friend…

GuyWithPants

DLSS doesn't improve the final image quality, it lets games spit out decent-looking graphics for cheaper by AI upscaling a lower-res input. RTX is the ray-tracing enhancements which actually improve image quality.

AlfrescoDog

I haven’t parsed their latest earnings (yesterday), but the drop is tied to the defense primes. If RTX, LMT, LHX, etc. are falling, KRMN will continue to fall. I started loading up at $67, added a bigger share at $60, and will continue to do so, as long as there’s no specific bad catalyst related exclusively to KRMN. But I am aware that it might take time.

rummuio

Rheinmetall looks great on the surface. My issue is that it's too politically hot in the cyclical niche of munitions and war demand. The 2025 annual report says it is focusing on defense and security with civilian activities discontinued from operations. Munition booms are not linear and it doesn't have automotive and other activities to support in calmer periods. Growth can flatten hard when NATO stockpiles normalise....most likely when the Ukraine-Russia war hopefully finishes. So short term everything looks great, with a high growing business. Long term, unless war time continues, growth will likely slow. They don't have the moat of RTX or Lockheed with missile, aerospace, classified systems. Also hav8ng a huge backlog is great, but government defense contracts can be pulled without penalty, they are not 100% committed

Bears_Bulls10

RTX is public

Odd_Papaya8305

Am I regarded for loading up on defense stocks LMT and RTX

semibiquitous

Just think, in another universe, the non-retarded version of you decided to spend that $4700 on a mid range 100" tv or top of the line MacBook or RTX5090 + nice Fogo De Chao lunch for his wife's boyfriend and her lunch instead of throwing that money away on gambling.

iamakarathereisaplac

Was looking at bigger defense names, RTX/LMT/HII and such. They're back to late December ish levels. Maybe I'll just be like most folks and buy the DRAM "dip" lol

SomePolack

Idk LMT and RTX, most if not all defense stocks are far off ATH 

Western-Put-2950

If there were genuine disclosure with credible evidence, I’d expect aerospace and defense names like Lockheed, Northrop, and RTX to move first simply because they already have the contracts, engineering talent, and government relationships to absorb any new spending. That said, the biggest winners might be the companies that can operationalize whatever is discovered. Runnable could become surprisingly relevant if entirely new datasets, research workflows, and technical documentation suddenly needed to be organized and analyzed at scale.

GrapefruitOrganic741

$SWMR partners Palantir Technologies — $PLTR Anduril Industries — private L3Harris Technologies — $LHX Shield AI — private RTX Corporation — $RTX Kratos Defense & Security Solutions — $KTOS Rakuten Group — $4755 HIMERA — private Helsing — private Leonardo — $LDO Saab — $SAAB.B

xiaodown

Except that they get more efficient YoY too. My dual 3090 AI homelab can generate tokens pretty quickly, but I've got it capped at 300W per card, 600W total. A 5090 can generate tokens nearly 3x as fast at around 500W, and an RTX Pro 6000 is pushing 4x at 600W. The 3xxx and 5xxx series cards are ~5 years apart. So, yes, you can do inference by throwing hardware at it, but it's more a tokens-per-watt story. If you're not on the bleeding edge, you can get it done, but you'll be paying a lot more for electricity and cooling. That's a lot of money to upgrade but the TCO savings mean you pretty much have to.

MtGloomy0420

$CTNT. Just wait. The thing everyone forgets about stocks…they have something called market memory! You can talk shit all you want about the fact all the tickers you named just did one thing…major dilution. That’s all. And the market punished them as they should. But the thing is, the “compression” downward is a forced beat down market making position. It takes a lot of energy to keep these stocks down. That’s a whole lot of selling. So if retail investors change their mind and initiate the buying pressure, crazy things happen to the shorts that have to cover. This just happened with $RTX over the last week.

AccountOfMyAncestors

I want this with a RTX 6000 Pro 96GB VRAM Would cost as much as a new car lol

FriedBalamari

Oh lmao was looking at RTX

No-Professionalfj

Yeah, you’re right. Nvidia did announce a $5B investment in Intel, and the bigger point is the partnership — Intel could build custom x86 CPUs for Nvidia’s data center platforms, plus x86 chips with Nvidia RTX GPU tech for PCs. That’s a big vote of confidence for Intel, but I’d still want to see execution before calling it a full turnaround.

drew-gen-x

I would look at something like $XLI. It's 40% $CAT, $GEV, $GE, $RTX, $BA, $ETN, $UNP, $UBER, $DE, and $HON. Besides Uber those are the Mag 9 of Industrial stocks.

AnnaSmiled2

Anyone holding RTX.? I have a shares. Wondering if I should grab more

jrex035

Sure, but are Democrats going to be lining up behind MP, and Intel, and PLTR? Are they going to keep the government's investments in these companies? I'm skeptical, especially of PLTR, which is likely to become a major target of Democratic investigations. Also why is it that these companies benefit from such a "critical" position, but so many others do not? Is HII not the only major US shipbuilder left? Will we be buying direct shares in LMT and RTX soon too? And dont get me started on the historical track record of companies that receive this kind of preferential treatment from the government (hint: prices go up, quality goes down).

Shoganai_Hito

Loaded up $50K of RXT but was supposed to be $50K of RTX

Odd_Papaya8305

Will defense stocks like LMT RTX rise now?

felajan

I have been telling you guys about RTX 🔥 RXT 🔥 🔥

TheHyperboley

Me waiting to see how much my $3 RTX calls will worth at open 

Perfect-Blacksmith19

why is RTX popping off even though earnings were very bad?

ChairmanMeow1986

So I'm going to try and explain it to my understanding of what I think I saw happen, including mechanics. \------------- 1. The blockade of the straight of Hormuz Oil shock and Oil infrastructure. Yes there was an initial market reaction to the war, but you even saw defense stocks rally for a second. Pull up LOC, LMT, RTX, and SHLD with a comparison tool they were rallying on tensions Feb 25th to March 2 (they made a nice move up in concert), but than the straight was closed and more and more Oil infrastructure started getting damaged. So you have a global supply shock to one degree or another as Oil (et all, lots of important stuff flow through their) so increased cost and other second hand economic disruption cost (i.e general inflation/growth slow down) to one degree or another across the globe. So it becomes a question of how bad this is going to (mostly how long will it last). 2. Obviously the market grinds down the longer it lasts, the worse it will be and the chances of more infrastructure damage (long-term disruption increases). This went on for 6 weeks, culminating in the US Admin threatening to 'destroy a civilization.' Think there is some military axiom that goes something like, 'if you want to see how hard men can fight, give them nowhere to retreat.' Also, one that goes something like 'if you kill the generals there is no one to negotiate with,' but I digress. 3. Retail, Institutions, hedge funds reacted to this (and I forget if it was the S&P500 or QQQ that entered dipped into a correction, by definition) this realized decline of price and market cap over weeks. Retail might capitulate, buy puts, generally hedge risk in some way(maybe reallocated to dividend earners, whatever). More sophisticated, or at least larger, market participants are actively managing as price moves down and risk increases. The thing that is the same for all though is sentiment is in the dirt if not offal. \-They end up positioned for downside. If people are buying puts into a correction, it's a wide spread and market makers charging out the ass or not providing liquidity on longer DTE's and are cushing the decline after a certain point by wanting to by shares to remain delta neutral if there is a heavy concentration of sold OTM contracts below spot price they need to hedge at that level. \-Other Participants, particularly hedge funds, sell shares short. That is they pay a borrowing cost mostly to the brokerage (some to the individual entity that actually owns the shares). This is a completely different dynamic to the role puts play mechanically. So what first happened is as fear eased and spot price increased it became riskier and more costly to pay the borrowing fee so shorts closed. That means they had to buy actual shares to close their positions. That accelerated the relief rally, i.e the shorts got squeezed to establish upside liquidity. This was supported by the questionable, but continuing improvement on the possibility of resolution to an extent. Much more so, imo, by the underlying strength of the on-going earnings reports from the US. \------------ So not necessarily a bubble and this market move is not 'because people are buying calls.' What you think happened was a gamma squeeze, that's different. Look at it like MM hedge within a range (you can look at that like put/call walls for the most part (or more accurately, if shorter-term, the bid-ask spread). The range (especially short-term) will move up and down / widen and contract depending mostly on price movement and RV (realized volatility- often speed pricing effecting IV/VEGA at different DTE's, depending on ITM/ATM/OTM). For a gamma squeeze you want repeated unexpected good new/resolution of risk to push spot/trading price outside that range quickly and repeatedly in one direction. That creates negative gamma exposure for someone (usually MM's) forcing them to reinforce the move for short time at least. That actually seems very unlikely to me at this point and I think we are at a consolidation/slight re-tracement period (if dips get bought) imo for hot parts of the market. I'd like to see some broadening out and reshuffling from hot sectors to judge continuation in the next month I guess. Good sector/industry action imo.

fan_of_hakiksexydays

I got a sense that there was never going to be a deal. I'm tempted to go in on LMT, GD, RTX, NOC.

sylphvanas

Long ROPE for paper handing my RTX calls

LordDarthShader

There is more and more drive to run LLMs locally and their iGPUs might not be as fast as Nvidia's, but you can come up with 128 GB of RAM easier than getting RTX PROs, it will be less tpm but still good enough. GPUs in the server spaces have been a huge source of revenue for Intel, as they have the best decoder/encoder in the inudstry. Discrete was getting traction and market share and it's going to be axed. Tell me with a straight face that Intel will be outperforming TSMC with the Foundry, which is always decades away and bleeding cash. Yeah, CPUs are important but GPUs are driving the LLM hype, just look at Nvidia.

No-Improvement3164

Are the Memory Stock charts eventually going to look like LMT RTX NOC after ripping or are these different?

fan_of_hakiksexydays

NVDA just needs to announce the RTX 5080ti super and it's back to the moon. They don't even have to mention AI.

TheHyperboley

RTX will run up till earnings, earnings are most likely good too

SJEPA

Is it a sin to buy a RTX 6090 with AMD profits?

FrostingInfamous3445

Yup. RTX is about to make bank on the rebuild.

tika_dengu

PLTR and RTX bags getting heavy

ManBearPig_1983

I like RTX here.

Fritzkreig

I am totally with you and your rational! Been in GOOG and GOOGL before the split, up like 2550% there, also RTX, NOC; it may sound nerdy but I love doing my own DD and research on stocks! I have my "toes dipped into" some space stuff, and of course AI; I personally don't think that AI is a bubble, but that is a fun thing for you to research and come to a conclusion on! Investing and trading can be fun if you look at it like a game, I do and I have fun; I hope you do as well!

Total_Schedule591

Makeup is like buying a RTX and getting an  integrated GPU 🐥 cacaww 

MtGloomy0420

No way $XRX stays in the $2. Watch for an $RTX type play here.

A-Money1994

I’m just here to spread RTX propaganda. Buy it regards so I can make money

Intelligent_Cup_5529

if instead of buying my RTX 2080 I would have bought in, I would have roughly 40k

Flat-Focus7966

CVX, UNH, RTX, NFLX, NOW.... Stocks that may climb as chips cool off

Dry-Judgment4242

AI bubble. Once people figure out you can run almost SOTA models with a lousy 3090RTX.... Man, actually knowing stuff in this clown market is worse then not knowing cuz this market is regarded. Psycho market.

pineapplekiwipen

NVDA gains paying for RTX 6090 already 👌

Radiant_Trainer_4390

In a word-NO. Right now, oil/energy stocks are in flux with the Iran war going on. And conglomerate stocks like GE and RTX are up one day and down the next. Tech is starting to come back and AI stocks are still all over the place. But historically, the market goes up-not steadily, but it does go up Long Term. That is not to say that it can't drop 25% or more for some catastrophic event-like Trump gets assassinated or Iran nukes Israel.

_lueless

Are we ever coming out of this rut for small caps or is AI going to replace all companies and it will just be Nvidia? Nvidia going to start making weapons too and call it RTX, ray tracing xtermination.

Connect_Pilot5737

Ive been loading up on RTX after its recent dip

3boobsarenice

Checks headline, full port RTX

isomojo

Eyeing RTX at this price. Might buy a LEAP if it goes under $170. US won’t ever stop dropping bombs.

SomePolack

RTX got that sweet Golden Dome money surely it will pump on Monday….

A55BAG

I like how the market keeps expecting the war to end at anytime so it keeps selling defence stocks. LMT, RTX and RHM all look somewhat cheap again.

photowanderer

After the 1st million, the next one comes much faster; and soon enough, the portfolio would grow more per yr than my annual salary. But one thing I would tell myself is that to just keep it simple & boring and invest in sp500 and skip the individual stocks (maybe some mix of QQQM if wanting to be aggressive). Early on, I invested some in individual stocks as well as thematic funds/etfs. But after 5 yrs, when averaging everything together, it underperforms the index. Of course, we're all tempted by big hitters. And for every big hit, there are multiple misses that just drag down the average. For me, when I first started out 6-7yrs ago, I did a mix of sp500/VGT and around 5yrs ago, added Intel, SMH, BMY, LMT, RTX, PPA, XAR. SMH turned out to be a good one, it more than 4x since then. But the rest of them was just lagging. I bought Intel 5 yrs ago at around 50s, and held through the red for 5 yrs, and only turned green very recently. I realized it a few yrs ago, and since then I just added new money to VOO/QQQM, while keeping the individual stocks so now those individual stocks are just about less than 5% of the portfolio. Might be interesting to have a small percentage for "fun" stocks, but should limit it. To win with individual stocks, need to: 1. pick the correct stock 2. have correct entry 3. have correct exit Considering those 3 and the tax consequences in taxable account, I feel like it's just not worth it. At the beginning, I also set some automatic weekly contribution to SP500 & International, but noticed that International was just dead money, so I stopped. But now I'm resuming my international contribution hoping for it to reach about 5-10% of my portfolio (it's around 2% right now).

SomePolack

🥭 if you can hear me pls pump my RTX bags 

Lil_Sperm

I’m actually looking to diversify into stocks because I bought a bunch of boring ETFs on March 30 and 31st during a big dip, now this dip at NOC has me interested in diversifying into individual stocks. ETFs have treated me kindly, but I’ve made so much more from the individual shares I bought during that dip than VOO AVUV and VXUS. SMH and SOXX have been another story though…holy smokes. Just dipped my feet in a little RTX, wish me luck! (In case you couldn’t tell I like aerospace and defense stocks founded in Northern Virginia in the 1930s lol)

Acrobatic-Spirit5813

Bought $180 RTX calls after earnings report came back great and now it’s at $175~ fml

NaluknengBalong_0918

VM analyze the option chain of RTX for me

ManBearPig_1983

Ofy! I’ll take a little RTX at 172. TY

No-Improvement3164

Why is RTX drilling

Zerimah

On a totally unjerk note. They're releasing a new CPU in June with integrated graphics equivalent to the RTX4050

Apple2o

Still crazy that Iran declared war on Microsoft and JP Morgan but not LMT, NOC, RTX, etc etc

Pete26l96

I bought NOC, LMT, and RTX 🤣😂🤣😂

SomePolack

RTX is tanking but I’m buying more 

Cav829

They need 3-5 years just to restock the missiles they've fired thus far. BTW: probably a good idea to keep an eye on RTX for that reason.

SomePolack

I’ve been buying RTX and SCHD nothing else lmao 

Connect_Pilot5737

I feel you, im pretty deep into RTX :(

SomePolack

Boy was I wrong about RTX bottoming at $180  Keep DCA’ing but if it tanks like LMT I’m fucked 

ManBearPig_1983

How’s that supposed to help? I strictly trade on vibes. Bought RTX at 178 today on vibes of wars ongoing.

LosHtown

Now if only GE, BAESY and RTX could all do the same thhhaatttt be great.

No_Economist3815

True. Calls RTX

ManBearPig_1983

I bought RTX at 178. Seems like things are getting hot again.

YaLlegaHiperhumor

Everyone said "Calls on $RTX!" and it dumped. Everyone said "Calls $NOW!" and it dumped. Now everyone is saying "Calls on $INTC!". What do you think will happen?

Ramseyct1

Good ole RTX back to 180. Indexes hit ATH, 🥭 says go blow up some more shit, but the war company continues to be a POS that doesn’t move 🤡🇺🇸

Yogurt_Up_My_Nose

RTX isn't a high volatility stonk, you shouldn't be buying options on them anyway man...

Yogurt_Up_My_Nose

RTX is a boomer stonk you should just be holding and never look at. come on dude.