Reddit Posts
CES 2024: AI field still have a large potential
$SAVE Premarket is up 20% (at the time of this post)
Election year. Trump stocks and Biden stocks
I should just putt all my money into stocks that profit from war huh
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
Does it count as treason to hold RTX shares as a Persian?
Does it counts as treason to hold RTX shares as a Persian?
Does it counts as treason to hold RTX shares as a Persian?
US gov to Nvidia: 'If you redesign a chip that enables China to do AI, I'm going to control it the very next day'
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
Why is Raytheon (RTX) down 19% on the year when geopolitical tensions are the highest they’ve been in years?
What is Rotten, Never dies. Chinese thousand year egg. NEWEGG is just that but base in US Regulated by US unlike its ADR counterpart
Nvidia's Future Dominance: 🚀 Unleashing the Power of GPUs in the Metaverse! 👾
Chinese have a workaround for the US government's newly imposed export rules — modified NVIDIA RTX 4090 cards serve as great AI accelerators
NVDA Blows Away Expectations, Offers Strong Outlook… Will it Be Enough?
Most Important Stock Market Earnings from Today - (10/24/2023)
RTX corp, will the increased military sales offset the PW1100G-JM engine issues?
It's now illegal to sell 4090s to China
Placing bets in the stock market on the start of a multi-front proxy war in the Middle East.
Growing MiddleEast Problems + War - Stocks to buy/ Stocks to short and why
Publically traded US and UK defense companies with operations in Israel
Lost half portfolio and I now understand the market.
Aerovironment $AVAV up 20% after monstrous revenue growth
IVR, the long play you have been waiting for. Jean short and corvette money.
IVR is the long play you have been waiting for. (jean shorts and corvettes play)
NVIDIA to the Moon - Why This Stock is Set for Explosive Growth
Best and Odd stocks to consider in case US goes to war in next 5 years
Tomahawk missile directly into my anus - $RTX
My final YOLO to make back everything I lost (RTX)
RTX Losses so far. Im told yall like this shit
RTX is heavily undervalued. Buy the dip
350% Account Gain 2 Weeks -> shill me your worst stonks to buy for growth
RTX leaps (but I’m not the RTX double down syndrome dude)
The Bear Case for Northrop Grumman ($NOC)
I win more than I lose by cashing out early. Scalped 10k in profits
I said I wanted to stop gambling. I can’t stop. 60k RTX YOLO
Susquehanna analyst Charles P. Minervino reiterated a Positive rating on RTX Corporation (NYSE:RTX), price target to $110.
I made nearly 100k in 2 days. Please help me stop gambling
Over 40k in gains in 2 hours in RTX: GOD BLESS AMERICA
I’ve doubled down on RTX calls, making this an over 100k yolo
$70k RTX yolo. WE ARE CLOSING GREEN TODAY
Maybe made the luckiest buy of my life. 30k in a day ($RTX)
Hundreds of RTX-made jet engines recalled over metal contamination – sending stock tumbling
Guys RTX is way oversold I am all in calls at the bottom. (Not selling yet)
Mentions
Still no BABA news? Wonder what happened. Anyway I'll continue chuggin on these open source Qwen models and WAN models. If you have a decent GPU (Nvidia RTX 4080 or better) you can actually create some pretty cool stuff on your PC.
My RTX calls been shitting the bed, so no
There’s a lot of sectors doing well too. Some of the names in Aerospace and defense. RTX +53% ATI +83% CRS +89% HWN +85% WWD +64%
Defense has had a good tailwind for the last 2 years. Good ETFS include PPA or SHLD (this one owns Pltr). Or look at RTX for missiles, KTOS and AVAV for drones, HII for submarines. These are all targets of the current defense posture.
> the question is, are their profitability meets the market expectations That I cannot answer, and deliberate tried to avoid it in my post and comments, and don't even want to given I'm an "almost blind VT" investor. But great opportunity for the consultants I joked at the expense of to get back at me! > it will becomes a commodity market. In a commodity market, the company with the lowest price wins and the profit margins collapse to zero. Yes, I absolutely agree, and I totally forgot to mention commoditization through open-weights models (and other ways). I do think most of the profits are in cloud providers offering these models, and that's also why I think AI startups *might* survive this, since they're building their own infrastructure, and why I conditioned that upon competition slowing down (fifth point). Regarding... > Personally, I don’t think bigger general language model is the way to go, but highly specialized, accurate small models that able to run on a local machine is the future. *Are you influenced by a certain Nvidia paper that was made to sell more GPUs to those who would otherwise have gone with a cloud model?* Jokes aside, yes, I think a lot of tasks can be delegated to small, fine-tuned models that are part of wider systems and may perform better than large generic models. In my job we have plenty of <10B fine-tuned models deployed (one of them for a website with ~100M monthly visits!), and based on the research metrics, they perform better (quality/acceptance rate, inference cost) than their lower-grade cloud model counterparts (Haiku, Flash, Mini, ...). Not to mention all the other (often older) products that are still using some model built on fastText, OpenNMT, sklearn, or similar. The part I'm not sure about is whether it's easier/faster/cheaper to do the required engineering and research work (especially factoring in development costs and project success rate), or if the time is better spent on architecture research and quick experimentation with generic API. Maybe in "the bitter lesson" sense? And one final thing: even smaller models can benefit from cloud deployments, at least for now. Maybe the RTX 7070 Ti Super will be a power efficiency monster with 48 GB of VRAM, or the M8 chips from Apple with have 10x the prefill performance of M3/M4, but right now even running the 30B-A3B Qwen models can be several times faster on 1-2 generation old big cloud machines than on expensive current-gen local hardware, not to mention throughput, electricity, etc.
If NVDA goes to 220 by Friday I’ll set an RTX 5070 on fire
I’d rather own Nvidia and its chips than companies like Open AI basing their revenue on using a GPU for 10 years. Imagine using a GTX 1060 against a competitors using a RTX 5090. These companies are selling rubes and naive investors a myth.
I cant find one store that has a NVIDIA RTX 5090 graphics card in stock. It came out in January. I just checked. And the fucking thing costs $3k... Where is the bubble?
Just started a new company, Corebius Unlimited LLC. I will be offering my new rig with TWO brand new RTX-5090s with liquid cooling for rent to any interested hyperscalers. Bids accepted through end of month.
RTX is overvalued but never goes down ever. LMT is undervalued but no one wants to own it.
RTX 5090 is on market for a while, even in gold coating. This video is old. Puts.
Years of Profitability Apple 10 \[Ten out of Ten Years\] Microsoft 10 General Dynamics 10 Heico 10 Huntington Ingalls 10 L3Harris 10 Lockheed Martin 10 Northrop Grumman 10 Textron 10 MTU \[Germany\] 9 RTX/Raytheon 9 Airbus 8 Rolls Royce 5 Boeing 4 ......... Basically the turds are Boeing which will make 12% a year and Rolls Royce will will make 2% a year \[assuming nothing changes in the quarterly reports\] But I show you pretty damn clearly that the rest of the Aerospace and Defence Sector don't have the profitability problems of Rolls-Royce, and stand head and shoulders about in the metrics If you're careful you can made make money on Boeing or Rolls, but I've never disputed that and I think 2 or maybe 3 quarters ago, I spoke about how Boeing with all it's massive problems is going to likely earn more money than Rolls-Royce as a stock Boeing went from $130 something to $230 Something and currently $194
Well Apple is 18% overvalued and will drop 10% this year \[profitable 10 out of 10 years\] Microsoft is **4% undervalued** and will rise 18% this year \[profitable 10 out of 10 years\] Rolls Royce is **294% overvalued** and will go up 2% this year \[Poor Quality\] \[Mediocre Price\] \[Good-Mediocre Growth\] \[profitable 5 out of 10 years\] ......... should we look to other Defense and Aerospace stocks and note the undervalued ones and their performance too? Textron - Moderate Risk 13% undervalued +24% Target Lockheed Martin - Moderate Risk 14% undervalued +22% Target **Fairly Valued** MTU \[Germany\] 13% Target Boeing 12% Target \[Average Quality\] \[Profitability is mediocre like Rolls-Royce\] Heico 2% Target Northrop Grumman 0% Target \[Average Quality\] \[Lousy Momentum\] General Dynamics -3% Target **Modestly Overvalued** L3Harris 18% undervalued -9% Target Huntington Ingalls 19% undervalued -12% Target \[Mediocre Price\] Airbus \[Holland\] 25% overvalued -12% Target \[Moderate Risk\] \[Mediocre Price\] RTX/Raytheon 30% overvalued -18% Target \[Mediocre Price\] \[Moderate Risk\] \[Mediocre Price\] with my criterion on Profitabiliy and Growth and Valuation Rolls-Royce is the only one with an overall poor standing of those 14 stocks Northup and Boeing, one will be profitable but the quality isn't up there to invest, in most cases None of them have the profitability issues or growth issues I've spoken about ratskin: Great companies like Apple and Microsoft have had bad years in the past too. and Apple and Microsoft have been profitable 10 out of 10 years
Im gonna buy a RTX 5090
Blue Water who makes drone warships isn’t publicly traded yet. They are close to production. Saildrone isn’t publicly traded either and they just bolted on Lockheed's JAGM Quad Launcher missile system and anti-ship missiles to make a drone warship. I guess this will be a suppler and support play for the next few years with my war money. TXT anti mine systems, RTX radar systems, OII maintenance, HON navigation and defense systems, LHX automated payload systems, NVDA, well they are in everything, VSAT satcoms, OUST LiDAR systems, CAT Diesel engines that can run a long time without humans. No huge plays, but they shouldn’t crash hard because of the tremendous build up in the coming years, if we are in a so called bubble. Who knows.
i think i should buy a RTX 5070 to align myself with my NVDA bags
GE (already up +84% YTD) RTX (+52% ) BA LMT GD (+31%) NOC (+21%) LHX (+38%)
not true. advanced money destroyer is probably a 1T company. their cpu is way ahead of intel and any other chip manufacture because of its low power draw/low wattage. their “laptop” strix halo architecture (max 395) will evolve to the point you’ll get RTX 1080 ti performance in a handheld device in a few years and probably RTX 2080 series graphics maybe in 5 years. its a chip that probably can create a new sector in mobile pc/handheld device. anyways, AMD always crash on earnings and they move 5-10% on random PR news.
I built a new pc last year during Black Friday and holiday. NVIDIA GeForce RTX 4080 Super, Ryzen 7 7800X3D, 4k 32” MSI QD-OLED. Got a lot on sale and before the “AI” and tariff shit. Not buying anything for the next couple years lol
Crazy to think that the PS5 would be 6yrs old by the time of release, not saying its going to be outdated but PS5 is nowhere near RTX 3080 standard back in 2020.
So this is what the market look like with RTX off
Engine failure confirmed. Could be a General Electric or Pratt & Whitney (RTX) Engine. Puts?
Bought the equivalent amount of NVDA every time I had the itch to buy an RTX 4090, and then did the same strategy with the RTX 5090. I'm still stuck with my 3000 series GPU but as a consolation prize I could now buy a 5090 a few times over if they were actually available at MSRP.
Defense stocks continue to be in an uptrend with all the global spending. Have been on this for two years and still think it has legs. RTX has a multi-year backlog and is firing on all cylinders, which separates it from Boeing.
Buy RTX to honor old Dick.
I'll have a personal pan with RTX on please.
$FEMY $LMT $KTOS $RTX $ET $META too many to list
Lockheed marton, RTX, HP, DELL has more profits and revenue than this stupid 400B company lol
I have a watchlist of stocks i named "Evil Corporation". Includes companies like BLK, BX, LMT, RTX, MS, JPM, GS, XOM, etc. Performing second only to the tech watchlist
RTX Tomahawk Pentagon and RCAT drones , defwnse sector hot I think , sure
RTX or GD...maybe BA...L3harris....if war pops off, these should all do fairly well...Palantir is over valued in my opinion...but I thought that when it was 45$ a share
HIBS, RTX, and LMT for the weekend.
Jensen found to have defaulted on his car loan. Offered the bank some old RTX 2070s in exchange for loan forgiveness. RIP US Financial System Oct 2025
Think I will grab a little RTX...just in case things pop off this weekend.
Yes. RTX makes a lot of the missiles that will be launched
What would a consumer want with a 10k AI chip? that’s companies and developers buying those. Consumers buy the $600-$1,200 RTX GPU’s for gaming PC’s mostly.
Pentagon announced DOGE is “overhauling” US drone production, defense stocks like RTX and GD are about to pump: https://blockboardanalytics.substack.com/p/general-dynamics-nyse-gd-global-win?r=6obrbt
Na' I feel Nvidia always comes up with a solution for a problem that doesn't exists. 3D screen era hype? Nvidia sold you the solution. They pushed the real time raytracing trend with their RTX, and look here they also have the solution called DLSS. A.I. era hype? Nvidia also has the solution. They are the ones selling the pick axes and shovels in every gold rush. If not creating the hype in a sense. That being said, they do only sell one solution and not very diversify... I believe in the following years China is going to pick up the pace with their home grown GPU solutions (looking at you Huawei) and they are going to have more competition in the AI space. I am also hoping AMD getting closer to Nvidia in the gaming market, as well as Intel can gain more market share. But that's my 2 cents, big corporations have fail before.
$CVU CPI Aerostructures, Inc. (“CPI Aero”) (NYSE American: CVU) announced today that it has received an order from Raytheon, an RTX business, to manufacture structural missile wing assemblies for an undisclosed platform. 🤔🤔
$CVU CPI Aerostructures, Inc. (“CPI Aero”) (NYSE American: CVU) announced today that it has received an order from Raytheon, an RTX business, to manufacture structural missile wing assemblies for an undisclosed platform. 🤔🤔
$CVU CPI Aerostructures, Inc. (“CPI Aero”) (NYSE American: CVU) announced today that it has received an order from Raytheon, an RTX business, to manufacture structural missile wing assemblies for an undisclosed platform. 🤔🤔
RTX, VLO, MPC all up, VZ invasion coming to save the economy.
they're putting the RTX 5090 in a Nokia?
I don't want RTX Milk for $29.99
You're graphics card when you were on your PC? Every computer with that RTX glowing?
Ah yes, the return of the Nokia empire. Snake 2 coming to RTX 5090.
Thus, in 50 years time the Arizona plant will be able to make RTX5060 TIs.
Im announcing my partnership with NVIDIA, I just bought a RTX 5090.
Gonna start praying to my RTX 3070 Ti every time I do calls now
GLD, LMT, RTX, vix calls?
Yes it’s true they are working with Nvidia the same way I am working with Nvidia.. Just bought an RTX 5090 from amazon!
Looks like RTX is up and the news is talking about the folly of spending 2m on a missile to take down a 20-50k drone so I guess I need to research and join in this week!
Wait when they release RTX 10000 series
I bought NVIDIA right before it went to the moon. In 2013 and again in 2019. A GTX 770 and a RTX 2070 super.
I feel RTX and GOOG are the core companies of my portfolio, stuff I’ll probably never sell and just keep adding
Mango invading Venezuela, what's the play? Calls on oil? Calls on coffee? Calls on RTX?
Love RTX, one is not the best defense company out there along with Whitney for engines and Collins aerospace. It’s a mega conglomerate of a aerospace/defense company.
For me it is the microwave tech. RTX dipped their toes and continue to develop a solution to an issue that you and I could face if WW3 happens. Guess I am investing in my future in a weird way?
I have too much in Ai shit. Sold Oracle to buy into RTX, plus they arent in the defense etf I chose. WOOO GO WAR!!! 🤙😭
Good on you! I love the company and the future of their tech. If one share is all you can afford, better to put it into a share of RTX over some ape 0dtes or crazy OTM options. Keep grinding!! 🫡
I don’t get why a contract from 1.5 months ago is suddenly making RTX a buy.
Currently own about 400k worth of RTX, AMA.
Out of the race? they are in the race but aren't even trying really. M cpu mac's can handle LLM's, the question becomes how big do you want to work with, my refurb Apple Studio Ultra M2 has 64GB of memory that does a decent job that puts NVidia's Gamer GPU cards to shame. and use a lot less power. NVideo RTX 5090 is limited to 32GB of vram, Apple unified memory is the same as VRAM on the GPU's.
according to what i read TSMC isnt going to be producing their best products in america, that stays in Taiwan (for obv reasons) and the intended deal Nvidia made with them is to create "x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets", and also the servers they are building with the 16 billion dollars boost they got . the DoD also seems to benefit from intels success . its a def risk i agree but we wont know how the company will benefit from this for at least another 2 to 3 years (their Q reports will also stay pretty flat until they release the product they announced in mid 2026). im just hoping they bump intels worth to 50 per stock, id be pretty happy with that , i invested when they were 24 dollars
182.50 RTX Call if trump declare war
Is your moms name "AMD Ryzen Threadripper 9980X with NVIDIA RTX PRO 6000 Blackwell and Apple Pro Display XDR ?
maybe he says PLTR or RTX in the cartel talk? 🤔
Industry data shows that roughly 22% of all Airbus A220 jets are currently out of service because of problems with their Pratt & Whitney PW1500G engines. Pratt & Whitney is owned by RTX. The A220 isn't massively used yet, but its rapidly growing in popularity so it will be interesting to see if this has anything near the repercussions that the A32x engine issues had.
**I think 60-100 stocks is too many to mangage. especially around quarterly earnings reporting.** I have about 20 stocks holdings in a portfolio that always beats the returns of the S&P 500 index. Try to pick the best stocks in each sector to make your stocks more managable. When I find a new stock I like, then I liquidate the stock that hasn't been performaing the best in my holdings. I usually make my moves during quarterly earnings reporting. ISRG, BSX, APH, RTX, COF, MMM, VRT and GE had good earnings reports recently. I still manage to have a watchlist of 60 stocks, but I manage then in groups of similar sectors or categories for comparison, categories of Banks, IT Software, semi-conductors, utilities, Healthcare, retail, etc...Then I can easily separate the best of the sector.
Sad to watch my play portfolio burning down but at least my 401k has a lot of RTX in it
GOOG , MSFT , RTX still holding their own.
RTX , MSFT , GOOG still uppy
Haha, I was thinking about this thread earlier today actually. Overall not great but not horrible either. Down 3% mainly cause of guidance drop for profitability. It was reassuring to see revenue guidance up, but it’s pretty rare to see mixed numbers like this. I think it underlines a bigger issue that either tariffs or raw material (or both) prices are going up, which could signal something bigger for the industry. Margins seem to hold up, but it’s questionable if they will going forward because of the aforementioned guidance drop. They delivered a good number of planes and won some important contracts, but nothing huge or out of the ordinary other than that. Also worth noting, I don’t follow RTX but they seemed to crush it, similar to what they did last quarter. That makes me concerned operations are more of a Lockheed specific issue(s) if RTX can put up 8% gains the same day. I think the thing that will make them blow up is details on the golden dome. If that turns out to be more than just empty statements the stock will go gangbusters, just like every other stock tied to this administration. If they don’t play a role, I don’t see it falling much because Im not certain investors are pricing it in due to the uncertainty around the entire thing TLDR: decent quarter, concerning guidance, competitors outshining them, golden dome contract would make it moon
Wow RTX has such cheap options, howd you find this ahead of time? In any case congrats great play
RTX 10% pop to ATH. War is good
Goddamn, should've bought some RTX weeklies. 11% pop
Let’s go RTX. Keep the Venezuelan drug boats coming!
RTX showing that pewpew do make the money
Can RTX go up another 5% today so I can make some $ please
My RTX shares are up 11%. My RTX calls are up $117%. Shame I have more money in shares than calls.
Yaaaaaas queen. My boi RTX is pumping. Shares and calls are printing 🚀
what time does RTX report tomorrow? deciding if I should get some sleep instead
RTX earnings in the am 🚀 calls are gonna print.
I see BA like DIS. A solid business hampered by management, unfortunately. That said there is real value to be had buying uncertainty in an intelligent manner. A lot of my biggest wins were based on it. Before KVUE there was UNH and RTX and also GE. You need to assess if drama is likely to be temporary or long term.
Defense companies report tomorrow - good or bad they have a strong tailwind. Returns for the last few years have been great. Don’t know if there will be tariff noise on materials, but it won’t matter over time. NATO buildout, drones, space , etc., will drive demand. Favorites are RTX, LMT, KTOS, and the ETFs SHLD and PPA. Good luck!
Chatgpt gave me the same output as google. You just dont know how to use it. Plus “Bottom line: You can expect around $500 – $550 for a standard RTX 5070 in the U.S. Right now some deals hit $499, which is a solid discount. If you tell me your region (state/country), I can check local prices for you.”
ChatGPT doesn’t replace search for buying tasks. For transactional queries, a tiny search like **“RTX 5070”** gives live prices, stock, and checkout in one click—no need for a cumbersome LLM.
Solid core with RTX, MFST, NVDA, and COST... I've got Lulu in at a similar sizing in my portfolio (posted on this thread). I like their value right now and think the company will keep cruising along... I've also been thinking about adding OTIS. I think it's a hold forever stock.... BBWI and Rivian jump out at me as the two I wouldn't buy when I've looked at them in the past.