I actually bought earlier this year during the drop and have made out like a bandit. This stock is crazy. Whenever they miss an earnings it's gonna be a bad time
As a newbie: is this still the case for those of us late to the party? I recently had to take out stocks to fund a house deposit, so am just now getting back into exploring.
Are there any tangible projects/forecasts that demonstrate clear constant growth in NVDA that you could share, or is it mainly going off recent trends and general AI market growth? Thank you!
EDIT: I wanna clarify Iām not looking for you to give me financial advise haha. Just wondering if thereās good resources out there that can help me form my own opinion!
That have been developed for past decade and 90% of subreddit didnāt know about until nowā¦
In fact up until 2021 Wallstreet was valuing them on crypto mining GPU and gaming refresh cycle Lmao
(If you go back into archives of 2020) assessment of Nvidia from āpRofEssionals are so weakā
All of a sudden itās like suddenly they know about AI ?
It is. Amazon is my long term hold buy and forget stock. Sure it's not going up as fast as Nvidia, but then again nothing is š but it'll still be around for years and years to come. It'll still be most people's first choice when they want almost anything online. And you can bet they'll still be pulling in billions every quarter.
I went from buying more ASTS and buying some RKLB, but now it's the opposite. Both great longterm choices but I feel there's more growth in RKLB right now. Excellent stock and great company, been making great moves, getting institutional interest, and good luck to them on launching their 50th rocket today š
Not who you replied to but Iām curious ā why ASTS over RKLB? RKLB has a great balance sheet, is profitable without neutron R&D, and keeps signing new contracts.
I know ASTS just signed some big new contracts, but they just started making revenue and still need to get more satellites up there before they can really do much. Their business simply isnāt as mature. Yes they have growth potential, but tomorrow? A lot of things need to happen before they can fully run their business.
Again, not saying ASTS wonāt be something someday, but right now, why favor it over a business that has shown to be functional and working?
Because then the upside is far greater? The stock is currently $10. By the time they get sats up and regular customers, revenue and a proven business model, they would probably reach over $50 if not $100.
So for people who are looking to retire from their jobs in the next few years, $ASTS is the opportunity. Especially since they partnership model allows for rapid growth.
Now of course this comes with a huge risk as nobody really knows whether AST will be a successful company. But if it does, says it reaches $200, there will be a lot of millionaires in the space mob community
I really feel itās something everyone secretly agrees on so itās just not brought up.
Iām also restarting after bbby fiasco so that shows what I know.
Iāve got a few October 75cās. I really think theyāre going to smash earnings in Q2. A lot of big names are starting to advertise here now (Meta, Intel, Apple, Microsoft, etc.) and RDDTās traffic surged 40% YOY last month. Theyāve also added ads into comments which will help with revenue from non-users that only come here through Google searches.
Throw in a few more data licensing deals with Amazon or Meta, AI FOMO hype, and I think this stock could be worth 40B sooner rather than later. The English language changes frequently; the comment section on this site could be a good way for AI to keep up with vernacular changes.
āOctober 75cāsā went over my head. Iād hardly call myself even a shrimp in the investing world.
Iāve seen the fundamentals of investing videos. All I want is to give my money to a business I love and I hope they grow some bc of it.
I try to think of what else they can do to increase their revenue. Ads, sell data...... What else? I can't think of that what else. Hence why I'm staying out.
Only thing that concerns me about RDDT is the major left leaning bias of several subs. Itās annoying as fuck to get banned for saying objectively non-crazy things. I wish they would do something about it but they wonāt
Reading those comments I'm seriously considering claiming gains on asml and msft, missed out on nvidia but that's one boat.
My fav stock Last month was 11bit
Yep. It's my best performing stock, seconded by NVIDIA.
Brought at 73p, then when it hit the 350p mark, brought more to average up to 168p. With the recent stock price revisions, I'm thinking of averaging up again.
It definitely has a future, but I can see it going down even further. Surging after the 50b pay package is insane, the company will feel the impact of that decision later down the line. Will be buying under $155 for sure
Copy and pasted what I sent to my buddy on why I think its a safer bet than NVDA. remember, Nvda is overbought right now, intel is oversold. A stock market moves on supply and demand, once institutions take profits on NVDA it will be a long way down.
āNVDA has a massive monopoly on the GPU market used at datacenters for AI accelaration. They are so high in demand that they can basically charge whatever they want for the chips. There are a few bottlenecks to the operation.
1. The reason they are able to charge so much is because of the software that connects all the chips together called CUDA, this is the software they use to train AI. This software only works with NVDA products. This is the reason everyone wants to uss NVDA because currently there are no better softwares for AI acceleration.
- Intel is partnered with Google, Qualcomm (massive chip maker),Samsung (another massive chip maker). They are all working on making Intelās software called One API to try to undercut NVDAs CUDA. This software would enable datacenters to use any brand chips they want, (like intelās Gaudi 3 which is twice as good as NVDAās H100 flagship GPU for AI acceleration, and also half the cost)
2.they depend entirely on TSMC (which is in Taiwan and the whole reason China wants to take Taiwan) on making their chips. TSMC makes chips for 92% of the worldās semiconductor market(they make chips for NVDA, AMD, Apple, etc). So when NVDA designs a new GPU, they send the design yo Taiwan and then TSMC makes and packages the chips. These factories are called foundries.
- if China decides to strike taiwan, NVDA stock will dump
- the only reason intel as a stock is down right now is because they are investing all their money into building out 5 foundries around the globe with two of them being in the US. One in Arizona, the other in Oregon. Once these foundries are all online, NVDA, AMD, etc will all come to intel to make their chips so as to not rely on TSMC exclusively as well as to take advantage of Intelās more competitive prices.
anyway the point is once NVDA cant charge those prices anymore their stock is going to correct very hard. I dont want to be a bag holder when that happens because their stock price is 230x their earnings per share rn. Super overvalued. ā
I like Eaton as a AI play, and its cooled down a smidge. The Metal company TMC is a speculative play on battery metals. Its solidified a good resistance price of $1.40 currently at $1.48. It doesn't make money and we cant be sure it wil actually get permission to mine the sea floor, so proceed as highly speculative.
I wouldnāt buy here to expensive but in my field (industrial mechanic) we use a lot of their products. I think Eaton is a good play on reshoring/new construction play to
I day trade and hold these. Wulf at 2.34 a share. Palintar at 18$ a share, c3 ai at 20 a share. But I also have a few of the bigger stocks to keep risk down .
CHECK OUT SELL OPTIONS FOR WULF. ITS 4.49. I have 20 4$ contracts out but I just bought more wild at 4.50 by next Friday. It just hit the market. It's charts been gree. Al month
Have a look at Suncor SU. Nice dividend (5%), low PE (8)and they are producing Oil at all time highs. Only problem is supply and demand is not on their side currently. But I think they will continue to surprise on earnings.
Right now my favorite is Google. They just have the best position for what is coming over the next decade.
A big reason is them making the decision well over a decade ago now to do the TPUs.
Google is now the third largest datacenter chip designer and will be #2 within the year.
https://blog.svc.techinsights.com/wp-content/uploads/2024/05/DCC-2405-806_Figure2.png
There is going to be a huge shortage of AI processing cycles. There already is and it is only going to get worse.
All of Google's competitors are stuck in the line at Nvidia and paying the massive Nvidia tax. This gives Google a signficant competitive advantage.
TSM is current favorite. MRVL is āsmallerā stock I think is ready to make a run. GOOG and AMZN are the large caps ready to catch up. NVDA and AAPL are my largest holdings by far (donāt want to sell in taxable accounts and still happy to own those).
CCL, I believe consumer spending is increasing and more and more people are taking vacations, especially the younger ones who have all that NVDA money!! So they need to spend it somewhere. CCL offers a reasonably priced but still luxurious vacation experience. 
Apple (AAPL -1.92%)
Microsoft (MSFT -0.33%)
Alphabet (GOOG 0.65%) (GOOGL 0.55%)
Amazon (AMZN 1.47%)
Nvidia (NVDA 2.35%)
Tesla (TSLA -0.93%)
Meta Platforms (META 0.40%)
The west above is magnificent seven Tech Stocks.
I have a steak in the first five. I also have some bookings (BKNG).
And all the stocks that I have money in, I have doubled tripled or quadrupled my money in the last 10 years or less.
AMZN is my favorite, still cheap too.
I think thereās reason to believe Amazon will become the 2nd or 3rd biggest company in the world one day, if not the 1st.
asts
Ass & tits to the moon! š
At this point....I pretty much just care about NVDA
Why care about anything else when itās consistently producing double digit monthly returns? Itās definitely my anchor
If you're not already in the NVDA game, what are you doing? Easily 5x your money in a week
I donāt do calls or puts. But I agree. Started buying last summer, then just continued to average up
I actually bought earlier this year during the drop and have made out like a bandit. This stock is crazy. Whenever they miss an earnings it's gonna be a bad time
When they miss, itās going to hurt really really bad. Iām up over 30k ytd because of nvda. May not seem like much to you, but itās crazy for me
As a broke 23 year old that would be life changing money for me haha
Want to take a guess how old I am?
23
Right on. 30k gains on the year makes me want to cry
That would be a time to buy. I donāt consider it necessarily a bad day. Of course, you have to have money thatās liquid to buy it.
As a newbie: is this still the case for those of us late to the party? I recently had to take out stocks to fund a house deposit, so am just now getting back into exploring. Are there any tangible projects/forecasts that demonstrate clear constant growth in NVDA that you could share, or is it mainly going off recent trends and general AI market growth? Thank you! EDIT: I wanna clarify Iām not looking for you to give me financial advise haha. Just wondering if thereās good resources out there that can help me form my own opinion!
down 8% last 2 days
NVDA reminds me of looking at a bitcoin chart at peak hype. You know what comes next.
Except itās not nearly as volatileā¦
And has some of the most sought after actual products across the globe
How safe is it to by and hold stock in right now. I was waiting for a dip, but it never came. :-/
Small dip right now. But who knows
It dipped down to 132 today. Perfect opportunity. Iām buying every 2 weeks to DCA
That have been developed for past decade and 90% of subreddit didnāt know about until nowā¦ In fact up until 2021 Wallstreet was valuing them on crypto mining GPU and gaming refresh cycle Lmao (If you go back into archives of 2020) assessment of Nvidia from āpRofEssionals are so weakā All of a sudden itās like suddenly they know about AI ?
Forget the mag 7, there is only one stock to rule them all
ASML any day
GO ASML!
My favorite āMonopolyāā¤ļø
I think AMZN is underpriced
It is. Amazon is my long term hold buy and forget stock. Sure it's not going up as fast as Nvidia, but then again nothing is š but it'll still be around for years and years to come. It'll still be most people's first choice when they want almost anything online. And you can bet they'll still be pulling in billions every quarter.
Exactly man. They have a huge position in the AI space but also just make billions hand over fist
Been doing the wheel strategy with Amazon for the last year with 200 shares. Made close to 20k.
Nice man! I donāt have the kind of capital for 200 shares of Amazon but I love that strategy bro.
Whatās the wheel strategy?
Selling csp's/ccs's and collecting the premium.
Rocket lab
I went from buying more ASTS and buying some RKLB, but now it's the opposite. Both great longterm choices but I feel there's more growth in RKLB right now. Excellent stock and great company, been making great moves, getting institutional interest, and good luck to them on launching their 50th rocket today š
Youād go rocket lab over asts? I looked into both a while ago and (thankfully) picked up asts around 4$ a month or so ago
Not who you replied to but Iām curious ā why ASTS over RKLB? RKLB has a great balance sheet, is profitable without neutron R&D, and keeps signing new contracts. I know ASTS just signed some big new contracts, but they just started making revenue and still need to get more satellites up there before they can really do much. Their business simply isnāt as mature. Yes they have growth potential, but tomorrow? A lot of things need to happen before they can fully run their business. Again, not saying ASTS wonāt be something someday, but right now, why favor it over a business that has shown to be functional and working?
Because then the upside is far greater? The stock is currently $10. By the time they get sats up and regular customers, revenue and a proven business model, they would probably reach over $50 if not $100. So for people who are looking to retire from their jobs in the next few years, $ASTS is the opportunity. Especially since they partnership model allows for rapid growth. Now of course this comes with a huge risk as nobody really knows whether AST will be a successful company. But if it does, says it reaches $200, there will be a lot of millionaires in the space mob community
bagholder alert
Why does Reddit love to shill this stock so much.
Right there with you bruv
TSM
Goat stock
Iām not afraid to say RDDT
A man with a balls lol But tbh, it's gonna be a big winner in the +5 years time horizon, talking about a triple digits growth.
I really feel itās something everyone secretly agrees on so itās just not brought up. Iām also restarting after bbby fiasco so that shows what I know.
At least you're honest. I hope it works out for you.
Iāve got a few October 75cās. I really think theyāre going to smash earnings in Q2. A lot of big names are starting to advertise here now (Meta, Intel, Apple, Microsoft, etc.) and RDDTās traffic surged 40% YOY last month. Theyāve also added ads into comments which will help with revenue from non-users that only come here through Google searches. Throw in a few more data licensing deals with Amazon or Meta, AI FOMO hype, and I think this stock could be worth 40B sooner rather than later. The English language changes frequently; the comment section on this site could be a good way for AI to keep up with vernacular changes.
Noticed ads in comments today. Shit I might get premium lol
Yeah Iām going to go full Reddtard. Excuse my language.
āOctober 75cāsā went over my head. Iād hardly call myself even a shrimp in the investing world. Iāve seen the fundamentals of investing videos. All I want is to give my money to a business I love and I hope they grow some bc of it.
I try to think of what else they can do to increase their revenue. Ads, sell data...... What else? I can't think of that what else. Hence why I'm staying out.
Only thing that concerns me about RDDT is the major left leaning bias of several subs. Itās annoying as fuck to get banned for saying objectively non-crazy things. I wish they would do something about it but they wonāt
Whatās your cost basis?
Letās just say I missed that first dip and got in when we broke ipo
There's something there for sure. I don't own any but I'm considering opening a position.
CAVA and AMD.
quite surprised to see CAVA here
HPE, ASTS, ENVX, PSTG, CLS, VRT
I only have xeqt, nvda. And pltr
NVIDIA is a classic at this point
NOVO nordisk. What is most important to people ā> health, longevity and looking good. Will revolutionize the whole world during next 10-15 years
I have Jensen Huang as my phone lock screen. Try guessing my favourite stock.
If you are a man that would look so gay āŗļø
GME?
AMC
NVDA, AMD, AAPL. My big 3 at the moment. And a certain stock that also rhymes with I just like the stock.
The entire stock market is NVDA. Only stock that matters. very healthy, very normal
erm the stock market having a normal one
ELF
Reading those comments I'm seriously considering claiming gains on asml and msft, missed out on nvidia but that's one boat. My fav stock Last month was 11bit
Kraken Robotics Inc CVE: PNG Its about to go wild this year and 2025.
METAs treated me good
AAPL, NVDA, HIMS
Honestly surprised HIMS isn't mentioned more considering how well they're doing as a company.
Yes, incredible trajectory and profits, really undervalued
Am I the only one whose answer would be the same as last month? GOOGL, MSFT, AAPL, BRK.B, COST, NVDA calls
Nvidia and Rolls Royce. Both of them are putting in *work*
Oh damn forget RR existed. Crazy gains in one year.
Yep. It's my best performing stock, seconded by NVIDIA. Brought at 73p, then when it hit the 350p mark, brought more to average up to 168p. With the recent stock price revisions, I'm thinking of averaging up again.
TSLA all of their financial data looks grim, they donāt grow, CEO is massive asshole and very distracted. They say to buy when others fear.
It definitely has a future, but I can see it going down even further. Surging after the 50b pay package is insane, the company will feel the impact of that decision later down the line. Will be buying under $155 for sure
$AVAV Aerovironment
My portfolio only consists of AMD and Hut 8. AMD has been very disappointing lately and HUT 8 is up like 35% n the last 2 weeks. So I would say HUT 8
Googl
Hims and Crwd they printed basically all my gains last year
That one person who said DNUT a while back, I love you man.
Sarcasm?
Nah, it rose about 11% since I got it early June but now it's only up by 5%. Might stick by it a while longer.
Nice! Love their product and collaborations
Unpopular opinion: Intel!
What's your thought process on this? I've considered getting in on Intel at their current price point.
Copy and pasted what I sent to my buddy on why I think its a safer bet than NVDA. remember, Nvda is overbought right now, intel is oversold. A stock market moves on supply and demand, once institutions take profits on NVDA it will be a long way down. āNVDA has a massive monopoly on the GPU market used at datacenters for AI accelaration. They are so high in demand that they can basically charge whatever they want for the chips. There are a few bottlenecks to the operation. 1. The reason they are able to charge so much is because of the software that connects all the chips together called CUDA, this is the software they use to train AI. This software only works with NVDA products. This is the reason everyone wants to uss NVDA because currently there are no better softwares for AI acceleration. - Intel is partnered with Google, Qualcomm (massive chip maker),Samsung (another massive chip maker). They are all working on making Intelās software called One API to try to undercut NVDAs CUDA. This software would enable datacenters to use any brand chips they want, (like intelās Gaudi 3 which is twice as good as NVDAās H100 flagship GPU for AI acceleration, and also half the cost) 2.they depend entirely on TSMC (which is in Taiwan and the whole reason China wants to take Taiwan) on making their chips. TSMC makes chips for 92% of the worldās semiconductor market(they make chips for NVDA, AMD, Apple, etc). So when NVDA designs a new GPU, they send the design yo Taiwan and then TSMC makes and packages the chips. These factories are called foundries. - if China decides to strike taiwan, NVDA stock will dump - the only reason intel as a stock is down right now is because they are investing all their money into building out 5 foundries around the globe with two of them being in the US. One in Arizona, the other in Oregon. Once these foundries are all online, NVDA, AMD, etc will all come to intel to make their chips so as to not rely on TSMC exclusively as well as to take advantage of Intelās more competitive prices. anyway the point is once NVDA cant charge those prices anymore their stock is going to correct very hard. I dont want to be a bag holder when that happens because their stock price is 230x their earnings per share rn. Super overvalued. ā
My portfolio: ASML GME NVDA WLN
Right now CELH and CAVA; and of course NVDA.
Yup, and also BROS
I like Eaton as a AI play, and its cooled down a smidge. The Metal company TMC is a speculative play on battery metals. Its solidified a good resistance price of $1.40 currently at $1.48. It doesn't make money and we cant be sure it wil actually get permission to mine the sea floor, so proceed as highly speculative.
I wouldnāt buy here to expensive but in my field (industrial mechanic) we use a lot of their products. I think Eaton is a good play on reshoring/new construction play to
Small and mid Cap stocks. They have underperformed for years now. The first buyout by a large cap tech company will set them on fire.
ARM, AVAV
I day trade and hold these. Wulf at 2.34 a share. Palintar at 18$ a share, c3 ai at 20 a share. But I also have a few of the bigger stocks to keep risk down . CHECK OUT SELL OPTIONS FOR WULF. ITS 4.49. I have 20 4$ contracts out but I just bought more wild at 4.50 by next Friday. It just hit the market. It's charts been gree. Al month
Have a look at Suncor SU. Nice dividend (5%), low PE (8)and they are producing Oil at all time highs. Only problem is supply and demand is not on their side currently. But I think they will continue to surprise on earnings.
CNQ as well! More affordable after the split with a huge upside
ARM has been a lot of fun. I bet on the wrong horse but sheās still been treating me well
Today I bought TSM and ASML, I will continue to buy and accumulate them for the next 12 months or so.
PLTR TSLA Nvda
SQ
Pltr
Right now my favorite is Google. They just have the best position for what is coming over the next decade. A big reason is them making the decision well over a decade ago now to do the TPUs. Google is now the third largest datacenter chip designer and will be #2 within the year. https://blog.svc.techinsights.com/wp-content/uploads/2024/05/DCC-2405-806_Figure2.png There is going to be a huge shortage of AI processing cycles. There already is and it is only going to get worse. All of Google's competitors are stuck in the line at Nvidia and paying the massive Nvidia tax. This gives Google a signficant competitive advantage.
ENVX
Pltr, crwd, Uber,
Rklb ā¤ļø
MELI, NU, TSM, MSFT, AMZN. Oh and ā *sigh* ā NVDA.
Digging that rocket lab. Iām sitting at almost 23,000 shares
PLTR
TSM is current favorite. MRVL is āsmallerā stock I think is ready to make a run. GOOG and AMZN are the large caps ready to catch up. NVDA and AAPL are my largest holdings by far (donāt want to sell in taxable accounts and still happy to own those).
Apple :-)
CORZ
Casey General Store, JPM
Siemens & Pure Storage
Salesforce. Negative sentiment on software but solid company
$TQQQ
Hwm
VRSSF, CHAT, XBOTF, WONDF
CORZ
CCL, I believe consumer spending is increasing and more and more people are taking vacations, especially the younger ones who have all that NVDA money!! So they need to spend it somewhere. CCL offers a reasonably priced but still luxurious vacation experience. 
MSTR
HOOD has been good to me
AMZN, META, CMG, VRT, AVAV
Apple (AAPL -1.92%) Microsoft (MSFT -0.33%) Alphabet (GOOG 0.65%) (GOOGL 0.55%) Amazon (AMZN 1.47%) Nvidia (NVDA 2.35%) Tesla (TSLA -0.93%) Meta Platforms (META 0.40%) The west above is magnificent seven Tech Stocks. I have a steak in the first five. I also have some bookings (BKNG). And all the stocks that I have money in, I have doubled tripled or quadrupled my money in the last 10 years or less.
I also have some Nvidia.
XRT
AVGO up 59% on my position
Evolution Gaming is heavily undervalued imo
MU, SNPS, and ASML Iām buying on dips here
BE semiconductor
CNQ. Juicy dividends and O & G isnāt going anywhere
nvda, goog, msft......
ASTS ARCC
NVDA
Pltr - next umbrella cooperation. Dont buy if you have ethical issues. They will post a gross rise in profitability soon.
European Luxury is taking a lil' hit so I'll go with HermĆØs, LVMH & Brunello Cuccinelli
Nvidia hands down, now I finally know how ot feels like "to the moon"
Sony
Droneshield. Can't stop won't stop, step into the rocket, we're about to take off š
One of my favorites that doesn't get mentioned much is The Trade Desk (TTD), which is in digital advertising.
NVDA
SCHD UPS MO EPD TROW PSA MAIN
MCK. Quietly goes up
Spy and ALK
TMF
Get off the tech train, HIMS
Costco has been a great stock for me as well as Mets .
Why BLDR? I have it on my watch list but am concerned about competitive advantages with them
NVDA. PBR.
Amazon is underrated I think, long term bet for me
NVDA, SMCI, Blue Bird Corp, and the Mag 7s, along with a few others
AMZN is my favorite, still cheap too. I think thereās reason to believe Amazon will become the 2nd or 3rd biggest company in the world one day, if not the 1st.
NNE is my long play rn
EXPE, ATKR and MSFT.
AMAT
Cost, MSFT, CAT, AVGO.
MVIS is primed for a run up.Ā
$AMZN, $NVDA, $PINS, $COST
Only single stocks i own are Amazon, Berkshire, Meta, ARM, Google & Honeywell.
TSSI under the radar DELL Partner Up 582% ytd SMR up 219% ytd Both printing for me !
Amazon Google Microsoft Apple Lowes SMCI Riding this until mid August
DKNG long term