reddit · primary_subject · 1.00
$67 invested in CS2 vs $NVDA in 2020
2026-05-25T14:04:34+00:00
submitted by /u/NEO71011 [link] [comments]
Ticker Detail
NVDA · NVIDIA Corporation
Score: 0.38
Latest event: 2026-05-24T18:32:12+00:00
WATCHING: 2 resolver-linked event(s) in the last 24h, 2 active source(s), confirmation 0.76, catalyst support 1.00.
Recent Events
Resolver-linked recent activity
reddit · primary_subject · 1.00
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
2026-05-24T18:32:12+00:00
If you ever built a computer from scratch, you would know that AMD CPU chips have been king over Intel for more than a decade now. The reason is that AMD is a master in chiplet based design - the ability to have multiple chips or cores working in unison to solve problems. This approach (vs the historical monolithic design) revolutionized CPU performance and AMD has been quietly applying their insights here to their GPUs. If you ask a GPU chip designer who has the more forward-thinking architecture, most would agree it is AMD over $NVDA precisely because of their chiplet-based IP. The only crux that $AMD currently has is ROCm - their development framework competing with Nvidia's much more mature CUDA. However, my argument is this gap is narrowing much faster than what analysts are pricing in. It's software / kernel-level code which I believe has been greatly accelerated with LLM-based coding. You're not asking thousands of kernel-level software geeks to refactor CUDA functions, you're doing it with LLMs that have been trained on this exact tasks in various forms. So with its chiplet-based advantage (7 years ahead of Nvidia) and narrowing ROCm-CUDA gap and the fact that it is open-sourced (especially important for AI sovereignty), I believe $AMD has a real shot at knocking on $NVDA doors. submitted by /u/judechrist4444 [link] [comments]
reddit · primary_subject · 1.00
Bought 284 shares of NVDA at 224, what to do now? Opportunity cost?
2026-05-24T18:11:47+00:00
I bought 284 shares of Nvidia, sitting at ~80% of my portfolio in anticipation for their earnings on Wednesday, and am currently down ~2500. I've been doing lots of research and it seems Nvidia pretty much always dips after earnings and then recuperates tenfold, but from what I'm seeing, stocks like NOW, NBIS, RKLB, etc are all taking turns growing like crazy, in the realm of dozens to hundreds of % per month. I know NVDA will almost surely grow if given time, but I can't help thinking that my portfolio would be better off if I sell some NVDA at a loss, since I could be making more money submitted by /u/naNobot312 [link] [comments]
reddit · mention · 0.75
23 years ago, my husband sold all his stocks to buy me a ring (I think it was around 60 NVIDIA shares).
2026-05-24T06:49:02+00:00
After 3 years of marriage, we separated. I sold the ring and invested the money straight into AMD! Then I moved to Germany, and right now I’m on vacation. Greetings from Costa Rica! 😊 submitted by /u/NoAcanthisitta4934 [link] [comments]
reddit · comparison · 1.00
What stocks are you buying or dumping when China makes a move on Taiwan?
2026-05-23T21:57:43+00:00
Feels like the whole AI/semi trade has a hidden geopolitical time bomb attached to it. TSMC basically powers the modern tech world, so an invasion/blockade would hit way beyond just Taiwan. + 1/5 of all global maritime trade passes through the Taiwan Strait. The dip from the Iran war would look insignificant compared to what a real Taiwan scenario could trigger globally. My first thoughts: Sell/avoid: $TSM, maybe even parts of the AI supply chain short term ($NVDA, $AMD, $AAPL) Potential winners: ? Curious what you guys would rotate into in that scenario. Are people overestimating the risk… or massively underpricing it? submitted by /u/JandBa [link] [comments]
reddit · primary_subject · 1.00
$GOOGL AI Complex will beat OpenAI and $NVDA
2026-05-23T16:25:50+00:00
The cadence of AI progress right now is set by OpenAI and their releases of ChatGPT models. I believe this a temporary phenomena as hyperscalers, sovereign nations, and even large corporates abandon the closed-architecture of OpenAI and Nvidia GPUs. The future is open-sourced hardware (TPUs) and software (Gemini) and $GOOGL has shown itself to be at the forefront of this evolution. Closed LLMs like X’s Grok are notoriously biased and users are picking up on this crux. Google’s Gemini has shown itself to be a neutral model, and has unique training data (Gmail + YouTube) that peers lack. Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough). submitted by /u/judechrist4444 [link] [comments]
reddit · comparison · 0.85
How to trade tokenized stocks on Solana in 2026 — full guide
2026-05-23T14:48:20+00:00
How it started Last week I opened my Bitget account and found something I didn't expect: 130 tokenized stocks available. Apple, Tesla, Nvidia, Amazon, Google. On the same screen where I trade crypto. Not a whitepaper. Not a roadmap. A new tab in an app I already had installed. That sent me down a rabbit hole for a week. This is what I found. What a tokenized stock IS — and what it ISN'T A tokenized stock is a digital token representing economic rights over a real stock — issued by a regulated company that custodies the underlying asset on-chain. What changes vs traditional stocks: — Settlement in seconds, not T+2 — Available 24/7 — not just during market hours — Fractional from $1 — buy $10 of Apple without buying a full share — Accessible from any wallet — no broker, no bank account required What does NOT change: — The underlying asset is still real with the same value — Market risk is identical — Regulation still applies — Counterparty risk to the token issuer exists and matters The market in May 2026 — numbers most people don't know Tokenized stocks scaled from $2.09M in June 2025 to $486.69M by March 2026. Monthly spot trading volume has consistently exceeded $4 billion for four consecutive months. Ondo Finance leads with 250+ assets live and approximately 60% market share. The entire sector grew 29x in 2025. Top tokenized stocks by market cap: — Circle (CRCL): $171M — 35.2% of market — Tesla (TSLA): $61.7M — 12.7% — Nvidia (NVDA): $42.6M — 8.8% — Alphabet (GOOGL): $36.9M — 7.6% — MicroStrategy (MSTR): $26.2M — 5.4% Solana's total RWA ecosystem hit $1.66B all-time high — nearly doubling from $873M in January 2026. Galaxy Research projects Solana's Internet Capital Markets to reach $2B in 2026, a target that could arrive months ahead of schedule. The platforms — real differences xStocks (Backed Finance) The Solana leader. xStocks processed over $10B in trading volume in its first four months, with a 95-99% market share of tokenized stock trading on Solana. — Regulated in Switzerland under FINMA — Backed Finance custodies real shares in segregated accounts — Native Solana tokens — direct integration with Jupiter and other DEXs — Available on Bitget with 130+ assets — Coverage: primarily US stocks (AAPL, TSLA, NVDA, GOOGL, AMZN, META and more) Ondo Finance (OUSG, USDY, Global Markets) The institutional leader. With $2.6B in total RWA and 60% market share in tokenized stocks — Ondo has the largest TVL in the sector. — SEC-approved, European expansion underway — Products: OUSG (Treasury bonds), USDY (dollar yield), Global Markets (stocks and ETFs) — Some products have minimums — more institutional-oriented — BlackRock's IBIT tokenized available — Available on Solana, Ethereum and other chains Dinari (dShares) The US compliance-first option. — Directly regulated in the US — Transparent custodial documentation — verify which stocks back your tokens — Longer onboarding but greater legal certainty — Best for users who prioritize American legal protection over speed Bitget xStocks The most accessible for CEX users. — 130+ assets from Bitget's familiar interface — No self-custody wallet needed — Centralized liquidity — tighter spreads on popular assets — Fastest way to start if you already have a Bitget account The risk nobody talks about enough The biggest risk of a tokenized stock isn't Apple dropping 10%. It's the token issuer. If Backed Finance, Ondo, or Dinari go bankrupt, get hacked, or lose their regulatory license — your token could be worth zero even if the underlying stock gained 50%. This is called counterparty risk . It's different from market risk and most guides gloss over it. Checklist before entering: ✅ Is it regulated? — verify SEC, FINMA, BaFin or equivalent license ✅ External audit? — reserves verifiable by independent third parties ✅ Track record? — minimum 12 months of clean operational history ✅ Insolvency protection? — do you have direct claim on the underlying asset? ✅ Bid/ask spread? — above 0.5% on liquid assets is a warning sign ✅ Trading hours? — some tokens follow NYSE hours, others are truly 24/7 If you can't answer all of these — don't enter. Step-by-step: how to actually do this Two routes. Choose based on your profile. ROUTE 1 — From a CEX (easier, less control) Open your Bitget account Find the xStocks section Make sure you have USDT or USDC available Select your asset — Apple, Tesla, Nvidia, etc. Check the spread before executing — tighter during US market hours Execute the order Token stays in your Bitget account — exchange-custodied Advantages: No wallet needed, no network fees, familiar interface Disadvantages: Centralized custody — not your keys, not your coins ROUTE 2 — From Solana DeFi (more control, more friction) Install Phantom wallet Buy SOL on any exchange and transfer to your wallet Go to Jupiter.ag — Solana's main aggregator Search for the xStock token you want (TSLAX, AAPLX, etc.) Check available liquidity and estimated slippage Execute the swap — network cost under $0.01 Token in your wallet — full self-custody Advantages: Full asset control, DeFi-composable (use as collateral, earn yield, etc.) Disadvantages: Requires wallet knowledge, more steps Additional risks to name explicitly Thin liquidity on less popular assets Major tokens like Apple or Tesla have reasonable liquidity. A mid-cap company token might have 2-3% spreads — you pay more to enter and receive less when you exit. Liquidity timing Even though tokens trade 24/7, real liquidity concentrates during US market hours (9:30am-4pm ET). Spreads can widen significantly outside those hours. No automatic dividends Completely depends on the issuer's policy. Verify before assuming you'll receive them. Regulatory risk A law change can force a platform to cease operations or freeze issuances. The sector is young and the regulatory framework is still being built — GENIUS Act, SEC tokenized securities guidelines, MiCA in Europe. Not the same as a regulated broker A traditional broker has deposit insurance, investor protection, and mature legal frameworks. DeFi platforms have advantages in access and speed — but less of a safety net if something goes wrong. Who actually makes sense for this? Makes sense if: — You live in a country with limited access to US markets — You want stock exposure outside trading hours — You want to use your stocks as DeFi collateral — You already have crypto infrastructure and want an additional asset in the same ecosystem Doesn't make sense if: — Your only reason is avoiding a broker — a regulated broker gives you more legal protection — You haven't verified who custodies the underlying asset — You're looking for simplicity — a traditional brokerage account is still simpler for pure stocks The bigger picture Tokenized stocks aren't a trend. They're the leading edge of a movement with $19.3B already on-chain and Standard Chartered projecting $4 trillion by 2028. The SEC approved tokenized securities guidelines in 2026. The GENIUS Act regulates stablecoins — the settlement rail. The infrastructure is ready. What's happening on Solana with xStocks, Ondo and Backed Finance isn't an experiment. It's the financial system of the next cycle taking shape. This article is informational only. Not financial advice. Tokenized stocks carry significant risks including counterparty risk, liquidity risk and regulatory risk. Do your own research before trading. submitted by /u/MundomemeCoin [link] [comments]
reddit · primary_subject · 0.75
1,8% Box Spread Kredit holen für NVIDIA Long 🔥👍💥😘🇺🇸🦄💵💵💵💵💵🚀🚀🚀🚀
2026-05-23T07:11:29+00:00
Ich hab Anfang des Jahres mal verglichen, was mich ein regulärer Margin-Kredit bei IBKR kostet vs. einen Box Spread auf den ESTX50 aufzusetzen – und seitdem mache ich das nur noch so. Seit dem BVerfG-Beschluss vom April 2025 ist die 20.000 €-Verlustverrechnungsgrenze für Termingeschäfte weg, Verluste daraus sind wieder unbeschränkt gegen alle Kapitalerträge verrechenbar. Das hat den Vorteil nochmal deutlich größer gemacht. Zur Erklärung für alle die es noch nicht kennen: Ein Short Box Spread auf einen Index ist nichts anderes als eine synthetische Kreditaufnahme. Du setzt vier Optionsbeine auf denselben Underlying und denselben Expiry auf, kassierst heute einen Barbetrag und zahlst bei Expiry den vollen Spread zurück. Die Differenz sind deine Zinskosten – und die liegen aktuell deutlich unter dem, was IBKR für einen normalen Margin-Kredit nimmt. Als konkretes Beispiel mit aktuellem Marktstand: ESTX50, Strikes 5500/6500, 10 Boxen, Expiry 15. Januar 2027, Notional 100.000 €, Box-Mid-Quote ca. 985 Punkte. Brutto-Effektivzins damit ca. 2,44% p.a. Nach Verrechnung des ca. 1.560 € Termingeschäft-Verlusts gegen sonstige Kapitalerträge (26,375% Abgeltung + Soli) landet man bei rund 1,8% p.a. effektiv. Zum Vergleich: IBKR Pro regulärer Margin-Kredit ab 90k EUR kostet ESTR + 1%, aktuell ca. 2,90% p.a. Der Unterschied auf 100k über ein Jahr sind rund 1.000 €. So geht es konkret bei IBKR: Im TWS die Option Chain für den ESTX50 auf der Eurex aufrufen und den gewünschten Expiry wählen. Ich empfehle mindestens 90 Tage Restlaufzeit, darunter werden die Mid-Quotes unzuverlässig. Dann die vier Beine auswählen: Sell Call Strike Low (5500), Buy Call Strike High (6500), Sell Put Strike High (6500), Buy Put Strike Low (5500) – alles auf denselben Expiry. Im TWS alle vier Beine markieren, Rechtsklick, als Combination zusammenfassen. TWS erkennt die Box-Struktur automatisch und erlaubt einen kombinierten Net-Credit-Limitpreis. Den Mid-Quote der Combo als Startpunkt nehmen, etwas darunter einsteigen und bei Nichtausführung langsam in Richtung Ask arbeiten. Nach Ausführung sinkt die Available Funds-Anzeige um den Margin-Betrag (ca. 25–40% des Notionals), der erhaltene Cash ist aber sofort nutzbar solange Excess Liquidity positiv bleibt. Der entscheidende Punkt für die Steuer: Eröffnung und Expiry müssen im selben Kalenderjahr liegen, sonst landet der Verlust im Verlustvortrag und der Steuervorteil verschiebt sich ins nächste Jahr. Das Beispiel oben mit Expiry Januar 2027 ist deshalb fiktiv – in der Praxis würde man einen Expiry noch in 2026 wählen. Funktioniert so bei IBKR direkt sowie bei Resellern wie CapTrader, Lynx oder Freedom24 – die brauchen alle echten Optionszugang. Unter 10k € Notional lohnt es sich nicht, da fressen die Eurex-Kommissionen den Vorteil auf. Ab 50–100k fängt es an, wirklich interessant zu werden. submitted by /u/Lumpy-Object6044 [link] [comments]
reddit · peer_reaction · 0.82
1600 to 16k using $NBIS 1DTE, bet on NVDA earnings lifting the sector
2026-05-23T06:16:57+00:00
Bought these NBIS calls on the NVDA earnings day Wednesday before close. NBIS was down considerably that day, around the 190s range. Bought 30 lot @ 0.55 and sold all the lots in batches of 10 after the first hour of trading on Thursday. My thinking was NVDA's excellent results might lift the semi sector again, and since it was down, it might regain its previous highs. submitted by /u/manbearpig008 [link] [comments]
reddit · primary_subject · 0.85
Am I the only one confused about why NVIDIA crushed earnings and the stock still went red? And whats with the big jump in Dividend 👍
2026-05-23T05:13:39+00:00
NVIDIA just reported its Q1 2026 results (fiscal Q1 FY27, quarter ended April 26) and it's another all-time high across the board. Revenue came in at $81.6 billion, up 85% from a year ago and 20% from last quarter. Net income hit $58.3 billion — up 211% YoY. Non-GAAP EPS of $1.87 beat the Street's $1.77 estimate by over 5%. The entire growth story is Data Center, which pulled in $75.2 billion — up 92% YoY. Hyperscalers and AI cloud providers are absorbing Blackwell GPUs faster than any product ramp in NVIDIA's history. Even networking (InfiniBand, NVLink) surged 199% YoY — customers are buying full AI systems, not just chips. Gross margins expanded to 74.9% from just 60.5% a year ago, and NVIDIA announced an $80 billion buyback plus raised its quarterly dividend from $0.01 to $0.25 per share (the dividend jump is huge, and a big news for major shareholders). Q2 guidance came in at $91 billion — well above Wall Street's ~$87B expectation. China remains excluded from guidance entirely after export controls wiped out H20 sales last year. So why did the stock dip ~1%? Because at this point, beating estimates is the baseline. Wall Street has priced in perfection — and anything short of a shock to the upside barely moves the needle. Not financial advice. Do your own research. submitted by /u/Alpha_Stock_BigBull [link] [comments]
reddit · primary_subject · 0.94
NVDA and the demand cliff
2026-05-23T04:38:47+00:00
Incredible earnings, great guidance, expansion into the CPU side of ai to continue capturing a large chunk of the ai chip market. So what is the problem? Well, it’s two things. Inventory levels are way up. Like waaay up. This is partly due to the value of things being stored / currently under production rising. But it is also a growing warning sign of supply catching up to demand. Not because demand is slowing organically right now, but because the globe is not producing enough usable locations to deploy their products. Supply is vastly outpacing datacenter rollout. This is a problem. The power usage of Vera Rubin is absolutely insane, especially the ultra. The globe cannot keep up with the current demand for datacenters at their current power usage levels, let alone these increased usage levels. That is going to slow the rollout of datacenters substantially. So you have a company at the forefront of the ai buildout producing as much as they possibly can, expanding production as fast as they can, charging customers nosebleed levels for their products thanks to the massive demand. And we have dwindling locations to deploy said products. What do you think happens when the other mega caps take their foot off the gas because they have no where else to deploy this insanely expensive ai hardware? The demand will drop. Prices will drop. Models will become more efficient. And the companies benefitting from this infinite demand cycle will take a big hit to their profitability and growth. This will come to pass. When? Whenever the mega caps decide to back off on their capex expansion. After the midterms this year is my assumption. They keep the party going to keep the market / stocks like NVDA inflated to help the administration’s chances of winning, and in turn they do not get regulated at all. They are all very aware of what will happen when they do start to lower capex. The ai trade will get hit, and hit hard. Markets will panic. Memory prices will fall. What makes this all so different from other bubbles is this one has an on/off switch. And you won’t know when it will get flicked off, it will just happen. This does not mean the ai trade ends, or ai fails, or NVDA goes under lol. It means demand drops off to levels that match what is deployable, and datacenter construction / power plant construction booms (until ai efficiency gains or profitability concerns reduce the need for more datacenters). However this does mean that NVDA and many of its competitors will be repriced to reflect the reduced profitability of their products, which will likely hurt their market values a fair bit. So what did I miss? Why am I wrong here about NVDA and the broader ai trade? submitted by /u/Consistent_Fish_7658 [link] [comments]
reddit · primary_subject · 0.94
MU set up for NVDA like revenue growth
2026-05-23T03:53:03+00:00
In 2023 NVDA had a big spike in revenue from their previous quarter 7.19B to 13.51B almost doubling. Now MU was at 13.6B to 23.86B. This memory trade just getting started. I wasn’t paying too much attention to the memory trade, mainly AMD and NVDA but better late than never. This stonk is going to 1tril+. Can’t wait for earnings in a month. SNDK also has that revenue pop too but I think MU is cheaper and more diversified. Position: 300 shares at 736 on margin submitted by /u/Heavy_Pudding7988 [link] [comments]
reddit · primary_subject · 1.00
Portfolio sell off.
2026-05-23T01:42:09+00:00
I recently did a sell off in my IRA portfolio. I sold out of $MU. I got in at a pretty good price around $133. I also sold out of $VTI. I also had a good buy in around $120-$130. I closed these positions and decided to add to my $NVDA position. I also bought into $SCHD and $WMT. I caught the knife on $WMT. My objective is to keep at least one good tech stock in my portfolio. While focusing on just one ETF as well. $SCHD was a pure dividend play. But as well was the additional $NVDA shares. I also own $WMT in my traditional and won’t lie. I ran an AI model on evaluation and buy in analysis. I have been buying $WMT for a good while. I may get back into $MU if the price decreases towards highend $500’s submitted by /u/BIGMEECH_300 [link] [comments]
news · primary_subject · 1.00
NVIDIA Corporation (NASDAQ: NVDA) Stock Hovers Around $218 as Markets Digest Blowout Earnings - foreignpolicyjournal.com
2026-05-22T23:52:00+00:00
NVIDIA Corporation (NASDAQ: NVDA) Stock Hovers Around $218 as Markets Digest Blowout Earnings foreignpolicyjournal.com
reddit · mention · 0.64
Es bleibt mir ein Rätsel wie NVDA immernoch fällt.
2026-05-22T17:47:31+00:00
Ich weiß… Sell the News, aber so langsam kann es doch mal drehen oder nicht? submitted by /u/Chaba234 [link] [comments]
reddit · primary_subject · 0.75
Told me to buy Nvidia calls
2026-05-22T09:38:15+00:00
submitted by /u/jodallmighty [link] [comments]
reddit · mention · 0.85
Rockstar games the next NVIDIA
2026-05-22T02:57:48+00:00
Rockstar Games could theoretically become the most valuable company in the world by transforming Grand Theft Auto VI (GTA 6) from a traditional video game into a massive, persistent digital economy that replaces social networks, streaming platforms, and financial infrastructure.While overtaking tech giants like Microsoft, Apple, or Nvidia (which are valued in the trillions) is highly improbable for a entertainment company, a specific sequence of hyper-growth events could trigger this unprecedented scale. Proprietary Cryptocurrency: Introducing a unified, Rockstar-controlled digital currency for in-game assets that players can trade for real-world fiat currency.Virtual Real Estate: Selling limited digital land, commercial storefronts, and advertising space to real-world brands (e.g., Nike, Visa) for billions in ad revenue.Digital Marketplace Taxation: Taking a standard 30% cut of all user-generated content, virtual mods, and peer-to-peer transactions within the ecosystem. The Final Equation: Total Gross Revenue: $295 billion USDOperating Costs (Servers, Staff, Marketing): -$35 billion USDNet Profit: $260 billion USDTech Multiplier (60x P/E): $60 billion × 60 = $3.6 Trillion Market Cap by 2027. submitted by /u/ServiceHelpful42096 [link] [comments]
reddit · primary_subject · 0.85
Nvidia historisch niedriger KGV
2026-05-22T01:45:50+00:00
Das letzte Mal als Nvidia einen KGV von 33x hatte, war als nach dem Iran Krieg die Aktien eingeknickt ist und davor irgendwann in 2015. Wenn jetzt Nvidia hypothetisch weiter Seitwärts verkaufen würde, und nach 3 Monaten die wieder solche Quartalszahlen bringen, dann könnte Nvidia die günstigste Mag7 Aktie werden. Noch günstiger als Meta und lächerlich günstiger forward KGV. Dieses Szenario ist jedoch absolut unrealistisch. Entweder steigt Nvidia oder Nvidia bricht den Aktienmarkt und dessen Fundamentaldaten Logik. submitted by /u/Unlucky_Assistant770 [link] [comments]
reddit · primary_subject · 0.94
Ran NVDA through my X-RAY tool 81/100...
2026-05-21T18:25:55+00:00
Ran NVDA through an AI scoring tool I built (6 weighted signals, end-of-day data). landed at 81/100 which is strong buy. I figured i'd share the breakdown. the stuff that looks great: - P/I of 1.4x. bottom 10% of its own 59-period history (median is 2.3). priced cheap relative to its own earnings power - LTM FCF of 119.08B at a 47% margin. nearly half of every dollar of revenue is converting to free cash - most recent quarter FCF was 48.59B which is above the prior 3-quarter average. trend is still accelerating - revenue grew 70.7% YoY to 253.49B - analyst consensus target is $278.03 (61 analysts) so ~24% upside baked in - news sentiment +0.26 across 50 articles the one flag: - monthly RSI at 73.1. over 70 is overbought, and on a monthly chart that usually means real pullback risk not just noise the weird part is the valuation. you'd think a name up this much would be expensive but the P/I is actually cheap vs its own history because earnings have outrun the price. business is generating cash faster than the multiple is expanding. for me this reads buy, just not all at once. tool's plan is 50% starter here, 30% on a ~10% dip near 201, 20% on a confirmed close above 234. hard stop around 178. momentum is really the only risk. next earnings is August so if there's a dip between now and then the entry gets better. not financial advice obviously, just sharing what the tool said. anyone here actually trimming NVDA at these levels or still adding? submitted by /u/yeezus-2-2-2 [link] [comments]
reddit · primary_subject · 1.00
$SOUN going to 0$
2026-05-21T16:44:40+00:00
$NVDA pulled out their investment. Management filed 300m ATM offering. This baby is a diluting machine hyped on AI slop. Zero innovation, this company goes to zero IMO. I anticipate them to mention the offering tomorrow during the call and will enjoy watching it hit 6$ next week. submitted by /u/bhamboi [link] [comments]
Catalyst
Ticket 4A placeholder
Catalyst data is not available yet. This panel is intentionally null-safe and will be populated in 4B.
Timeline
Event timeline
reddit · primary_subject · 1.00
$67 invested in CS2 vs $NVDA in 2020
2026-05-25T14:04:34+00:00
submitted by /u/NEO71011 [link] [comments]
reddit · primary_subject · 1.00
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
2026-05-24T18:32:12+00:00
If you ever built a computer from scratch, you would know that AMD CPU chips have been king over Intel for more than a decade now. The reason is that AMD is a master in chiplet based design - the ability to have multiple chips or cores working in unison to solve problems. This approach (vs the historical monolithic design) revolutionized CPU performance and AMD has been quietly applying their insights here to their GPUs. If you ask a GPU chip designer who has the more forward-thinking architecture, most would agree it is AMD over $NVDA precisely because of their chiplet-based IP. The only crux that $AMD currently has is ROCm - their development framework competing with Nvidia's much more mature CUDA. However, my argument is this gap is narrowing much faster than what analysts are pricing in. It's software / kernel-level code which I believe has been greatly accelerated with LLM-based coding. You're not asking thousands of kernel-level software geeks to refactor CUDA functions, you're doing it with LLMs that have been trained on this exact tasks in various forms. So with its chiplet-based advantage (7 years ahead of Nvidia) and narrowing ROCm-CUDA gap and the fact that it is open-sourced (especially important for AI sovereignty), I believe $AMD has a real shot at knocking on $NVDA doors. submitted by /u/judechrist4444 [link] [comments]
reddit · primary_subject · 1.00
Bought 284 shares of NVDA at 224, what to do now? Opportunity cost?
2026-05-24T18:11:47+00:00
I bought 284 shares of Nvidia, sitting at ~80% of my portfolio in anticipation for their earnings on Wednesday, and am currently down ~2500. I've been doing lots of research and it seems Nvidia pretty much always dips after earnings and then recuperates tenfold, but from what I'm seeing, stocks like NOW, NBIS, RKLB, etc are all taking turns growing like crazy, in the realm of dozens to hundreds of % per month. I know NVDA will almost surely grow if given time, but I can't help thinking that my portfolio would be better off if I sell some NVDA at a loss, since I could be making more money submitted by /u/naNobot312 [link] [comments]
reddit · mention · 0.75
23 years ago, my husband sold all his stocks to buy me a ring (I think it was around 60 NVIDIA shares).
2026-05-24T06:49:02+00:00
After 3 years of marriage, we separated. I sold the ring and invested the money straight into AMD! Then I moved to Germany, and right now I’m on vacation. Greetings from Costa Rica! 😊 submitted by /u/NoAcanthisitta4934 [link] [comments]
reddit · comparison · 1.00
What stocks are you buying or dumping when China makes a move on Taiwan?
2026-05-23T21:57:43+00:00
Feels like the whole AI/semi trade has a hidden geopolitical time bomb attached to it. TSMC basically powers the modern tech world, so an invasion/blockade would hit way beyond just Taiwan. + 1/5 of all global maritime trade passes through the Taiwan Strait. The dip from the Iran war would look insignificant compared to what a real Taiwan scenario could trigger globally. My first thoughts: Sell/avoid: $TSM, maybe even parts of the AI supply chain short term ($NVDA, $AMD, $AAPL) Potential winners: ? Curious what you guys would rotate into in that scenario. Are people overestimating the risk… or massively underpricing it? submitted by /u/JandBa [link] [comments]
reddit · primary_subject · 1.00
$GOOGL AI Complex will beat OpenAI and $NVDA
2026-05-23T16:25:50+00:00
The cadence of AI progress right now is set by OpenAI and their releases of ChatGPT models. I believe this a temporary phenomena as hyperscalers, sovereign nations, and even large corporates abandon the closed-architecture of OpenAI and Nvidia GPUs. The future is open-sourced hardware (TPUs) and software (Gemini) and $GOOGL has shown itself to be at the forefront of this evolution. Closed LLMs like X’s Grok are notoriously biased and users are picking up on this crux. Google’s Gemini has shown itself to be a neutral model, and has unique training data (Gmail + YouTube) that peers lack. Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough). submitted by /u/judechrist4444 [link] [comments]
reddit · comparison · 0.85
How to trade tokenized stocks on Solana in 2026 — full guide
2026-05-23T14:48:20+00:00
How it started Last week I opened my Bitget account and found something I didn't expect: 130 tokenized stocks available. Apple, Tesla, Nvidia, Amazon, Google. On the same screen where I trade crypto. Not a whitepaper. Not a roadmap. A new tab in an app I already had installed. That sent me down a rabbit hole for a week. This is what I found. What a tokenized stock IS — and what it ISN'T A tokenized stock is a digital token representing economic rights over a real stock — issued by a regulated company that custodies the underlying asset on-chain. What changes vs traditional stocks: — Settlement in seconds, not T+2 — Available 24/7 — not just during market hours — Fractional from $1 — buy $10 of Apple without buying a full share — Accessible from any wallet — no broker, no bank account required What does NOT change: — The underlying asset is still real with the same value — Market risk is identical — Regulation still applies — Counterparty risk to the token issuer exists and matters The market in May 2026 — numbers most people don't know Tokenized stocks scaled from $2.09M in June 2025 to $486.69M by March 2026. Monthly spot trading volume has consistently exceeded $4 billion for four consecutive months. Ondo Finance leads with 250+ assets live and approximately 60% market share. The entire sector grew 29x in 2025. Top tokenized stocks by market cap: — Circle (CRCL): $171M — 35.2% of market — Tesla (TSLA): $61.7M — 12.7% — Nvidia (NVDA): $42.6M — 8.8% — Alphabet (GOOGL): $36.9M — 7.6% — MicroStrategy (MSTR): $26.2M — 5.4% Solana's total RWA ecosystem hit $1.66B all-time high — nearly doubling from $873M in January 2026. Galaxy Research projects Solana's Internet Capital Markets to reach $2B in 2026, a target that could arrive months ahead of schedule. The platforms — real differences xStocks (Backed Finance) The Solana leader. xStocks processed over $10B in trading volume in its first four months, with a 95-99% market share of tokenized stock trading on Solana. — Regulated in Switzerland under FINMA — Backed Finance custodies real shares in segregated accounts — Native Solana tokens — direct integration with Jupiter and other DEXs — Available on Bitget with 130+ assets — Coverage: primarily US stocks (AAPL, TSLA, NVDA, GOOGL, AMZN, META and more) Ondo Finance (OUSG, USDY, Global Markets) The institutional leader. With $2.6B in total RWA and 60% market share in tokenized stocks — Ondo has the largest TVL in the sector. — SEC-approved, European expansion underway — Products: OUSG (Treasury bonds), USDY (dollar yield), Global Markets (stocks and ETFs) — Some products have minimums — more institutional-oriented — BlackRock's IBIT tokenized available — Available on Solana, Ethereum and other chains Dinari (dShares) The US compliance-first option. — Directly regulated in the US — Transparent custodial documentation — verify which stocks back your tokens — Longer onboarding but greater legal certainty — Best for users who prioritize American legal protection over speed Bitget xStocks The most accessible for CEX users. — 130+ assets from Bitget's familiar interface — No self-custody wallet needed — Centralized liquidity — tighter spreads on popular assets — Fastest way to start if you already have a Bitget account The risk nobody talks about enough The biggest risk of a tokenized stock isn't Apple dropping 10%. It's the token issuer. If Backed Finance, Ondo, or Dinari go bankrupt, get hacked, or lose their regulatory license — your token could be worth zero even if the underlying stock gained 50%. This is called counterparty risk . It's different from market risk and most guides gloss over it. Checklist before entering: ✅ Is it regulated? — verify SEC, FINMA, BaFin or equivalent license ✅ External audit? — reserves verifiable by independent third parties ✅ Track record? — minimum 12 months of clean operational history ✅ Insolvency protection? — do you have direct claim on the underlying asset? ✅ Bid/ask spread? — above 0.5% on liquid assets is a warning sign ✅ Trading hours? — some tokens follow NYSE hours, others are truly 24/7 If you can't answer all of these — don't enter. Step-by-step: how to actually do this Two routes. Choose based on your profile. ROUTE 1 — From a CEX (easier, less control) Open your Bitget account Find the xStocks section Make sure you have USDT or USDC available Select your asset — Apple, Tesla, Nvidia, etc. Check the spread before executing — tighter during US market hours Execute the order Token stays in your Bitget account — exchange-custodied Advantages: No wallet needed, no network fees, familiar interface Disadvantages: Centralized custody — not your keys, not your coins ROUTE 2 — From Solana DeFi (more control, more friction) Install Phantom wallet Buy SOL on any exchange and transfer to your wallet Go to Jupiter.ag — Solana's main aggregator Search for the xStock token you want (TSLAX, AAPLX, etc.) Check available liquidity and estimated slippage Execute the swap — network cost under $0.01 Token in your wallet — full self-custody Advantages: Full asset control, DeFi-composable (use as collateral, earn yield, etc.) Disadvantages: Requires wallet knowledge, more steps Additional risks to name explicitly Thin liquidity on less popular assets Major tokens like Apple or Tesla have reasonable liquidity. A mid-cap company token might have 2-3% spreads — you pay more to enter and receive less when you exit. Liquidity timing Even though tokens trade 24/7, real liquidity concentrates during US market hours (9:30am-4pm ET). Spreads can widen significantly outside those hours. No automatic dividends Completely depends on the issuer's policy. Verify before assuming you'll receive them. Regulatory risk A law change can force a platform to cease operations or freeze issuances. The sector is young and the regulatory framework is still being built — GENIUS Act, SEC tokenized securities guidelines, MiCA in Europe. Not the same as a regulated broker A traditional broker has deposit insurance, investor protection, and mature legal frameworks. DeFi platforms have advantages in access and speed — but less of a safety net if something goes wrong. Who actually makes sense for this? Makes sense if: — You live in a country with limited access to US markets — You want stock exposure outside trading hours — You want to use your stocks as DeFi collateral — You already have crypto infrastructure and want an additional asset in the same ecosystem Doesn't make sense if: — Your only reason is avoiding a broker — a regulated broker gives you more legal protection — You haven't verified who custodies the underlying asset — You're looking for simplicity — a traditional brokerage account is still simpler for pure stocks The bigger picture Tokenized stocks aren't a trend. They're the leading edge of a movement with $19.3B already on-chain and Standard Chartered projecting $4 trillion by 2028. The SEC approved tokenized securities guidelines in 2026. The GENIUS Act regulates stablecoins — the settlement rail. The infrastructure is ready. What's happening on Solana with xStocks, Ondo and Backed Finance isn't an experiment. It's the financial system of the next cycle taking shape. This article is informational only. Not financial advice. Tokenized stocks carry significant risks including counterparty risk, liquidity risk and regulatory risk. Do your own research before trading. submitted by /u/MundomemeCoin [link] [comments]
reddit · primary_subject · 0.75
1,8% Box Spread Kredit holen für NVIDIA Long 🔥👍💥😘🇺🇸🦄💵💵💵💵💵🚀🚀🚀🚀
2026-05-23T07:11:29+00:00
Ich hab Anfang des Jahres mal verglichen, was mich ein regulärer Margin-Kredit bei IBKR kostet vs. einen Box Spread auf den ESTX50 aufzusetzen – und seitdem mache ich das nur noch so. Seit dem BVerfG-Beschluss vom April 2025 ist die 20.000 €-Verlustverrechnungsgrenze für Termingeschäfte weg, Verluste daraus sind wieder unbeschränkt gegen alle Kapitalerträge verrechenbar. Das hat den Vorteil nochmal deutlich größer gemacht. Zur Erklärung für alle die es noch nicht kennen: Ein Short Box Spread auf einen Index ist nichts anderes als eine synthetische Kreditaufnahme. Du setzt vier Optionsbeine auf denselben Underlying und denselben Expiry auf, kassierst heute einen Barbetrag und zahlst bei Expiry den vollen Spread zurück. Die Differenz sind deine Zinskosten – und die liegen aktuell deutlich unter dem, was IBKR für einen normalen Margin-Kredit nimmt. Als konkretes Beispiel mit aktuellem Marktstand: ESTX50, Strikes 5500/6500, 10 Boxen, Expiry 15. Januar 2027, Notional 100.000 €, Box-Mid-Quote ca. 985 Punkte. Brutto-Effektivzins damit ca. 2,44% p.a. Nach Verrechnung des ca. 1.560 € Termingeschäft-Verlusts gegen sonstige Kapitalerträge (26,375% Abgeltung + Soli) landet man bei rund 1,8% p.a. effektiv. Zum Vergleich: IBKR Pro regulärer Margin-Kredit ab 90k EUR kostet ESTR + 1%, aktuell ca. 2,90% p.a. Der Unterschied auf 100k über ein Jahr sind rund 1.000 €. So geht es konkret bei IBKR: Im TWS die Option Chain für den ESTX50 auf der Eurex aufrufen und den gewünschten Expiry wählen. Ich empfehle mindestens 90 Tage Restlaufzeit, darunter werden die Mid-Quotes unzuverlässig. Dann die vier Beine auswählen: Sell Call Strike Low (5500), Buy Call Strike High (6500), Sell Put Strike High (6500), Buy Put Strike Low (5500) – alles auf denselben Expiry. Im TWS alle vier Beine markieren, Rechtsklick, als Combination zusammenfassen. TWS erkennt die Box-Struktur automatisch und erlaubt einen kombinierten Net-Credit-Limitpreis. Den Mid-Quote der Combo als Startpunkt nehmen, etwas darunter einsteigen und bei Nichtausführung langsam in Richtung Ask arbeiten. Nach Ausführung sinkt die Available Funds-Anzeige um den Margin-Betrag (ca. 25–40% des Notionals), der erhaltene Cash ist aber sofort nutzbar solange Excess Liquidity positiv bleibt. Der entscheidende Punkt für die Steuer: Eröffnung und Expiry müssen im selben Kalenderjahr liegen, sonst landet der Verlust im Verlustvortrag und der Steuervorteil verschiebt sich ins nächste Jahr. Das Beispiel oben mit Expiry Januar 2027 ist deshalb fiktiv – in der Praxis würde man einen Expiry noch in 2026 wählen. Funktioniert so bei IBKR direkt sowie bei Resellern wie CapTrader, Lynx oder Freedom24 – die brauchen alle echten Optionszugang. Unter 10k € Notional lohnt es sich nicht, da fressen die Eurex-Kommissionen den Vorteil auf. Ab 50–100k fängt es an, wirklich interessant zu werden. submitted by /u/Lumpy-Object6044 [link] [comments]
reddit · peer_reaction · 0.82
1600 to 16k using $NBIS 1DTE, bet on NVDA earnings lifting the sector
2026-05-23T06:16:57+00:00
Bought these NBIS calls on the NVDA earnings day Wednesday before close. NBIS was down considerably that day, around the 190s range. Bought 30 lot @ 0.55 and sold all the lots in batches of 10 after the first hour of trading on Thursday. My thinking was NVDA's excellent results might lift the semi sector again, and since it was down, it might regain its previous highs. submitted by /u/manbearpig008 [link] [comments]
reddit · primary_subject · 0.85
Am I the only one confused about why NVIDIA crushed earnings and the stock still went red? And whats with the big jump in Dividend 👍
2026-05-23T05:13:39+00:00
NVIDIA just reported its Q1 2026 results (fiscal Q1 FY27, quarter ended April 26) and it's another all-time high across the board. Revenue came in at $81.6 billion, up 85% from a year ago and 20% from last quarter. Net income hit $58.3 billion — up 211% YoY. Non-GAAP EPS of $1.87 beat the Street's $1.77 estimate by over 5%. The entire growth story is Data Center, which pulled in $75.2 billion — up 92% YoY. Hyperscalers and AI cloud providers are absorbing Blackwell GPUs faster than any product ramp in NVIDIA's history. Even networking (InfiniBand, NVLink) surged 199% YoY — customers are buying full AI systems, not just chips. Gross margins expanded to 74.9% from just 60.5% a year ago, and NVIDIA announced an $80 billion buyback plus raised its quarterly dividend from $0.01 to $0.25 per share (the dividend jump is huge, and a big news for major shareholders). Q2 guidance came in at $91 billion — well above Wall Street's ~$87B expectation. China remains excluded from guidance entirely after export controls wiped out H20 sales last year. So why did the stock dip ~1%? Because at this point, beating estimates is the baseline. Wall Street has priced in perfection — and anything short of a shock to the upside barely moves the needle. Not financial advice. Do your own research. submitted by /u/Alpha_Stock_BigBull [link] [comments]
reddit · primary_subject · 0.94
NVDA and the demand cliff
2026-05-23T04:38:47+00:00
Incredible earnings, great guidance, expansion into the CPU side of ai to continue capturing a large chunk of the ai chip market. So what is the problem? Well, it’s two things. Inventory levels are way up. Like waaay up. This is partly due to the value of things being stored / currently under production rising. But it is also a growing warning sign of supply catching up to demand. Not because demand is slowing organically right now, but because the globe is not producing enough usable locations to deploy their products. Supply is vastly outpacing datacenter rollout. This is a problem. The power usage of Vera Rubin is absolutely insane, especially the ultra. The globe cannot keep up with the current demand for datacenters at their current power usage levels, let alone these increased usage levels. That is going to slow the rollout of datacenters substantially. So you have a company at the forefront of the ai buildout producing as much as they possibly can, expanding production as fast as they can, charging customers nosebleed levels for their products thanks to the massive demand. And we have dwindling locations to deploy said products. What do you think happens when the other mega caps take their foot off the gas because they have no where else to deploy this insanely expensive ai hardware? The demand will drop. Prices will drop. Models will become more efficient. And the companies benefitting from this infinite demand cycle will take a big hit to their profitability and growth. This will come to pass. When? Whenever the mega caps decide to back off on their capex expansion. After the midterms this year is my assumption. They keep the party going to keep the market / stocks like NVDA inflated to help the administration’s chances of winning, and in turn they do not get regulated at all. They are all very aware of what will happen when they do start to lower capex. The ai trade will get hit, and hit hard. Markets will panic. Memory prices will fall. What makes this all so different from other bubbles is this one has an on/off switch. And you won’t know when it will get flicked off, it will just happen. This does not mean the ai trade ends, or ai fails, or NVDA goes under lol. It means demand drops off to levels that match what is deployable, and datacenter construction / power plant construction booms (until ai efficiency gains or profitability concerns reduce the need for more datacenters). However this does mean that NVDA and many of its competitors will be repriced to reflect the reduced profitability of their products, which will likely hurt their market values a fair bit. So what did I miss? Why am I wrong here about NVDA and the broader ai trade? submitted by /u/Consistent_Fish_7658 [link] [comments]
reddit · primary_subject · 0.94
MU set up for NVDA like revenue growth
2026-05-23T03:53:03+00:00
In 2023 NVDA had a big spike in revenue from their previous quarter 7.19B to 13.51B almost doubling. Now MU was at 13.6B to 23.86B. This memory trade just getting started. I wasn’t paying too much attention to the memory trade, mainly AMD and NVDA but better late than never. This stonk is going to 1tril+. Can’t wait for earnings in a month. SNDK also has that revenue pop too but I think MU is cheaper and more diversified. Position: 300 shares at 736 on margin submitted by /u/Heavy_Pudding7988 [link] [comments]
reddit · primary_subject · 1.00
Portfolio sell off.
2026-05-23T01:42:09+00:00
I recently did a sell off in my IRA portfolio. I sold out of $MU. I got in at a pretty good price around $133. I also sold out of $VTI. I also had a good buy in around $120-$130. I closed these positions and decided to add to my $NVDA position. I also bought into $SCHD and $WMT. I caught the knife on $WMT. My objective is to keep at least one good tech stock in my portfolio. While focusing on just one ETF as well. $SCHD was a pure dividend play. But as well was the additional $NVDA shares. I also own $WMT in my traditional and won’t lie. I ran an AI model on evaluation and buy in analysis. I have been buying $WMT for a good while. I may get back into $MU if the price decreases towards highend $500’s submitted by /u/BIGMEECH_300 [link] [comments]
news · primary_subject · 1.00
NVIDIA Corporation (NASDAQ: NVDA) Stock Hovers Around $218 as Markets Digest Blowout Earnings - foreignpolicyjournal.com
2026-05-22T23:52:00+00:00
NVIDIA Corporation (NASDAQ: NVDA) Stock Hovers Around $218 as Markets Digest Blowout Earnings foreignpolicyjournal.com
reddit · mention · 0.64
Es bleibt mir ein Rätsel wie NVDA immernoch fällt.
2026-05-22T17:47:31+00:00
Ich weiß… Sell the News, aber so langsam kann es doch mal drehen oder nicht? submitted by /u/Chaba234 [link] [comments]
reddit · primary_subject · 0.75
Told me to buy Nvidia calls
2026-05-22T09:38:15+00:00
submitted by /u/jodallmighty [link] [comments]
reddit · mention · 0.85
Rockstar games the next NVIDIA
2026-05-22T02:57:48+00:00
Rockstar Games could theoretically become the most valuable company in the world by transforming Grand Theft Auto VI (GTA 6) from a traditional video game into a massive, persistent digital economy that replaces social networks, streaming platforms, and financial infrastructure.While overtaking tech giants like Microsoft, Apple, or Nvidia (which are valued in the trillions) is highly improbable for a entertainment company, a specific sequence of hyper-growth events could trigger this unprecedented scale. Proprietary Cryptocurrency: Introducing a unified, Rockstar-controlled digital currency for in-game assets that players can trade for real-world fiat currency.Virtual Real Estate: Selling limited digital land, commercial storefronts, and advertising space to real-world brands (e.g., Nike, Visa) for billions in ad revenue.Digital Marketplace Taxation: Taking a standard 30% cut of all user-generated content, virtual mods, and peer-to-peer transactions within the ecosystem. The Final Equation: Total Gross Revenue: $295 billion USDOperating Costs (Servers, Staff, Marketing): -$35 billion USDNet Profit: $260 billion USDTech Multiplier (60x P/E): $60 billion × 60 = $3.6 Trillion Market Cap by 2027. submitted by /u/ServiceHelpful42096 [link] [comments]
reddit · primary_subject · 0.85
Nvidia historisch niedriger KGV
2026-05-22T01:45:50+00:00
Das letzte Mal als Nvidia einen KGV von 33x hatte, war als nach dem Iran Krieg die Aktien eingeknickt ist und davor irgendwann in 2015. Wenn jetzt Nvidia hypothetisch weiter Seitwärts verkaufen würde, und nach 3 Monaten die wieder solche Quartalszahlen bringen, dann könnte Nvidia die günstigste Mag7 Aktie werden. Noch günstiger als Meta und lächerlich günstiger forward KGV. Dieses Szenario ist jedoch absolut unrealistisch. Entweder steigt Nvidia oder Nvidia bricht den Aktienmarkt und dessen Fundamentaldaten Logik. submitted by /u/Unlucky_Assistant770 [link] [comments]
reddit · primary_subject · 0.94
Ran NVDA through my X-RAY tool 81/100...
2026-05-21T18:25:55+00:00
Ran NVDA through an AI scoring tool I built (6 weighted signals, end-of-day data). landed at 81/100 which is strong buy. I figured i'd share the breakdown. the stuff that looks great: - P/I of 1.4x. bottom 10% of its own 59-period history (median is 2.3). priced cheap relative to its own earnings power - LTM FCF of 119.08B at a 47% margin. nearly half of every dollar of revenue is converting to free cash - most recent quarter FCF was 48.59B which is above the prior 3-quarter average. trend is still accelerating - revenue grew 70.7% YoY to 253.49B - analyst consensus target is $278.03 (61 analysts) so ~24% upside baked in - news sentiment +0.26 across 50 articles the one flag: - monthly RSI at 73.1. over 70 is overbought, and on a monthly chart that usually means real pullback risk not just noise the weird part is the valuation. you'd think a name up this much would be expensive but the P/I is actually cheap vs its own history because earnings have outrun the price. business is generating cash faster than the multiple is expanding. for me this reads buy, just not all at once. tool's plan is 50% starter here, 30% on a ~10% dip near 201, 20% on a confirmed close above 234. hard stop around 178. momentum is really the only risk. next earnings is August so if there's a dip between now and then the entry gets better. not financial advice obviously, just sharing what the tool said. anyone here actually trimming NVDA at these levels or still adding? submitted by /u/yeezus-2-2-2 [link] [comments]
reddit · primary_subject · 1.00
$SOUN going to 0$
2026-05-21T16:44:40+00:00
$NVDA pulled out their investment. Management filed 300m ATM offering. This baby is a diluting machine hyped on AI slop. Zero innovation, this company goes to zero IMO. I anticipate them to mention the offering tomorrow during the call and will enjoy watching it hit 6$ next week. submitted by /u/bhamboi [link] [comments]
reddit · primary_subject · 0.85
Nach zahlen und Aussagen von NVIDIA, Oracle langfristig wieder auf die 280 oder höher?
2026-05-21T16:16:13+00:00
Die massiven Investitionen von Oracle in die ai datacenter Infrastruktur, ist ja schon sehr kritisch beäugt worden. Glaub ihr durch die aktuellen Zahlen und die Kommunikation von NVIDIA das Oracle dieses Jahr wieder einen ordentlich Push bekommt? submitted by /u/Standard_Apricot_252 [link] [comments]
reddit · primary_subject · 0.75
Jetzt haben wir Nvidia und was nun. Welche Folgen leiten sich aus den Earnings ab?
2026-05-21T14:25:31+00:00
Können wir die nächsten Wochen kontinuierliches Wachstum bei den Chips erwarten oder wird Rainer Winkler wieder den Markt beeinflussen? submitted by /u/paleskinredneck [link] [comments]
reddit · mention · 0.64
NVDA? Pfft. Die Musik spielt bei ETL ;)
2026-05-21T07:41:56+00:00
Das sind jetzt mal Prozente in noch nicht Mal einer Stunde :) submitted by /u/Gulliveig [link] [comments]
reddit · primary_subject · 0.75
Börse USA / Asien --- Nvidia nach Earnings -0,4% --- Asien erholend
2026-05-21T05:37:00+00:00
submitted by /u/Superb-Neck-5160 [link] [comments]
reddit · mention · 0.85
Nvidia just did $81.6B in a single quarter. Where does that leave Bitcoin's narrative?
2026-05-21T05:24:35+00:00
Nvidia Q1 FY27 dropped yesterday. Revenue $81.6B, data center $75.2B (92% of the company), Q2 guide $91B, another $80B added to the buyback. Jensen said demand has "gone parabolic" and that agentic AI has arrived. The stock barely moved (+1.93%) because all of that was already priced. That last sentence is the part I cannot stop thinking about. For the last cycle, Bitcoin's pitch was "asymmetric bet on the future of money and computation." It owned the "this is where the smart money is putting capital for the next decade" slot in the macro narrative. In 2026 that slot has been taken by AI infrastructure. Capex is real, revenue is real, the buyback is real, and you can underwrite a DCF on it. Meanwhile BTC sits around $77.8k. Spot ETFs just bled $1B in a week, snapping a six week inflow streak. CPI is 3.8%, PPI is 6%, and supposedly inflation hedge BTC is down roughly 25% from the highs while the dollar wedge has not really cracked. The "store of value when fiat dies" thesis is still there, but it is not what brought new capital in. ETF flows brought new capital in, and ETF flows are turning into AI ETF flows. I am still long. Not selling. But I think we have to be honest about what changed. The post halving year was supposed to be the one where the supply shock met institutional demand. Instead institutional demand discovered a thesis with quarterly earnings attached. Two questions I would like the sub's take on. Does BTC reclaim the "future of capital" narrative slot from AI in this cycle, or does it permanently become a sleeve allocation instead of the trade? And if you had fresh capital today, is the marginal dollar going to BTC or to the AI capex stack? Honest answers. submitted by /u/Ced-Invest [link] [comments]
reddit · primary_subject · 0.75
Nvidia posts record profit and revenue amid AI chip boom
2026-05-21T03:45:26+00:00
submitted by /u/X_Opinion7099 [link] [comments]
reddit · primary_subject · 0.85
Gta 6 success for nvidia to 10x
2026-05-21T03:11:47+00:00
In my research I conclude gta6 will be the next catalyst to send nvidia up. Nvidia’s consumer segment is about to benefit from the ultimate forced upgrade cycle. The technical fidelity of Grand Theft Auto 6—featuring dense NPC AI, complex physics engines, and advanced ray-tracing—will instantly render the current installed base of mid-range GPUs obsolete. Rockstar Games is effectively executing Nvidia’s marketing strategy, converting passive consumers into urgent buyers through sheer hardware demands.Nvidia has successfully normalized premium tier pricing ($1,500+ USD) for its flagship architecture. While macroeconomic headwinds usually limit consumer discretionary spending on luxury hardware, GTA 6 acts as an inelastic demand driver. Consumers will actively deprioritize essential cost-of-living expenses (like rent) to avoid graphical degradation, fundamentally shifting the demand curve for high-margin top-tier silicon. submitted by /u/Available-Adagio6197 [link] [comments]
reddit · primary_subject · 1.00
let's talk about the NVDA earning
2026-05-21T02:00:29+00:00
$NVDA NVIDIA Q1 Earnings & Q2 Guidance Adjusted EPS $1.87 Revenue $81.62B, est. $79.19B Sees Q2 Revenue $89.18B–$92.82B, est. $87.36B Sees Q2 Revenue $91.0B ±2% Adjusted Gross Margin 75.0% Sees Q2 Adjusted Gross Margin 74.5%–75.5% Data Center Revenue $75.2B, est. $73.48B Compute & Networking Revenue $74.55B Sees Q2 Adjusted Operating Expenses ~$8.3B, est. $7.93B Hyperscale revenue ~50% of Data Center revenue Hyperscale revenue increased sequentially in Q1 Boosts quarterly cash dividend to $0.25/share vs. $0.01/share prior Reports additional $80B share buyback authorization Moving to a new reporting framework with two platforms Q2 revenue outlook topped estimates submitted by /u/Impressive-Bee-5183 [link] [comments]
reddit · primary_subject · 0.94
Jensen Huang is getting extra $200 million annual income by simply increasing NVDA dividends by 25 cents per share.
2026-05-21T01:09:12+00:00
Increasing the NVDA dividend from $0.01 to $0.25, Jensen Huang increased his annual income from $9 mil to $220 mil. He owns about 900 million shares of NVDA. submitted by /u/Prefer_Diet_Soda [link] [comments]
reddit · primary_subject · 0.75
SoftBank stock surges over +15% as Nvidia earnings signal strong AI momentum.
2026-05-21T01:02:13+00:00
submitted by /u/silent_observer_xyz [link] [comments]
reddit · primary_subject · 1.00
20.04.2026 - Reaktionen Earnings (NVIDIA, INTUIT, TARGET, LOWES, HASBRO)
2026-05-21T00:11:27+00:00
Reaktionen zu den Earnings am 20.04.2026 AMC. LOW LOWE‘s: Umsatz und EPS Q1 übertreffen Prognosen (Umsatz +10,3, EPS +3,8%). Übernahmen von FBM und ADG entwickeln sich positiv. Bruttomarge 32,7% (Rückgang um 70 Basispunkten zum VJ). Operative Marge 11,5% (Rückgang um 43 Basispunkte zum VJ). Schwierige Makroökonomische Lage zeichnet sich bislang nicht im Umsatzwachstum ab (viertes Quartal in Folge Umsatzwachstum). Margendruck durch akquisationsbedingte Kosten. Anhaltendes Risiko im DIY-Sektor schüren Zweifel. Prognose für Gesamtjahr leicht positiv angepasst. Trotz solider Zahlen anfänglicher Rückgang im pre-market um -2,94%. 221,05 (+1,23%) after-market: 220,55 (-0,23%) TGT TARGET: Umsatz um +6,7% und schlägt Erwartungen. Bereinigter EPS übersteigt Erwartungen um +17,1% (Anstieg von +32%, GAAP-EPS jedoch -24%). Vertriebs- und Verwaltungskosten belasten Marge stark (-2,7%). Gesamtmarge 4,5%, Bruttomarge 29% und 80 Basispunkte höher zum VJ. Flächbereinigte Umsatzsteigerung um +5,6%. Erhöhte Kundenfrequenz um +4,4%. Strategische Ausrichtung (Fokus Onlinevertrieb und Ausbau Schönheit, Wellness und Lebensmittel) wird fortgesetzt. Prognose für Gesamtjahr weiterhin positiv (keine Kennzahlen). Wettbewerb im Einzelhandel bleibt hoch. Störungen in der Lieferkette beeinträchtigen Warenverfügbarkeit. Makroökonomische Sorgen im Kosumsektor schüren Zweifel. Umsetzungsrisiken in der Neuausrichtung. Trotz solider Zahlen fiel die Aktie anfänglich im pre-market um -4,9% und zeichnet damit die Sorgen der Anleger im Konsum-Sektor. 122,33 (-3,86%) after-market: 122,00 (-0,27%) HAS HASBRO: Starke Zahlen zum Q1 2026. Umsatzanstieg um +13% (gesamt 1 Milliarde), EPS-Anstieg um +41% zum VJ. Anstieg bereinigter Betriebsgewinn um +29% und EBITDA um +24%. Prognosen wurden deutlich getoppt, EPS um +50% und Ergebnis um +48,48%. Strategische Initiativen zeichen sich deutlich ab. Segmemt „Wizard of the Coast“ und „Magic The Gathering“ stärkt mit Umsatzanstieg von +26%. Maßnahmen zur Kostentransformation sparen 37 Millionen ein. Engpässe in der Lieferkette (Sammelkarten) und makroönomischer Druck durch Zölle und Inflationen stellen Risiko dar. Cybersicherheitsunfall zeigt Schwachstellen in der operativen Wiederstandsfähigkeit. Prognose für 2026 positiv angepasst. Produktinivation , strategische Partnerschaften und Fortsetzung der Kostentransformation sollen Umsatz und Ergebnis weiter steigern. Trotz der starken Zahlen fiel die Aktie pre-market um -3,34%. 88,60 (-8,83%) after-market: 878,40 (-0,23%) INTU INTUIT: EPS-Prognose um +1,83% übertroffen (Anstieg um 10,7% GAAP zum VJ). Umsatzanstieg um +10% zum VJ (+0,7% über Prognose). Das operative Ergebnis GAAP stieg um +8,1%. Management betont beständiges, solides Wachstum. Verbesserungen im Bereich Consumer und Business Solutions. Strategische Initiativen TurboTax und Integration von Credit Karma erwirtschaften profitieren vom nachhaltigen Wachstum. Ankündigung von Personalabbau um 17% im Rahmen von Restrukturierungen. Maßnahmen für Senkung der operativen Kosten. Risiken bereitet die mögliche operative Störung durch massiven Personalabbau. Anzeichen von Marktsättigung bei Hauptprodukt TurboTax. Zunehmende Konkurrenz durch KI. Klare Umsetzungsschwierigkeiten bei der Einführung von neuen Produkten und Integration von KI (keine KI-Guidance). Prognose für 2026 deutlich angehoben. Umsatzwachstum von +13% und Ergebnissnstieg von +16% durch Effizienzprogramm. Restrukturierungsaufwendungen von ca. 300 Millionen dämpfen jedoch ab. Trotz übertroffener Prognosen fiel die Aktie after-market anfänglich um -3,95%. Sorgen über Konkurrenz, der unklaren Restrukurierung und des massiven Personalabbaus steigern die Bedenken. 383,93 (-3,95%) after-market: 332,65 (-13,36%) NVDA NVIDIA: Prognosen Q1 für Gewinn und Umsatz übertroffen. EPS-Erwartungen um +5,3% übertroffen, Umsatzerwartungen um +3,04%. Umsatzanstieg um +85% zum VJ und +20% zum VQ. Rekord free Cashflow von 49 Milliarden. Umsatzanstieg im Bereich Rechenzentren um +92%. Bruttomarge GAAP bei 74,9%. Anhaltendes Wachstum in allen wichtigen Segmemten. Klares Signal für Branchentrend und Positionierung als führendes Unternernehmen im Sektor. Strategische Ausrichtung im Bereich KI-Infrastruktur, Rechenzentren und Hyperscaler wird verstärkt. Prognose für Gesamtjahr weiterhin optimistisch. Weiteres Wachstum wird prognostiziert. Massive Investitionen in Infrastruktur und Ankündigung neuer Produkte („Vera-CPU“ und „Rubin-GPU“) sollen Wachstum antreiben und Marktstellung sichern. Beschleunigter Nachfrage wird bestätigt. Risiken im Komponentenzulauf durch Lieferengpässe. Geopolitische Unsicherheiten (insbesondere China) können Umsatzströme massiv gefährden. Erheblich ansteigende Betriebskosten durch sehr hohe Vergütungen und operative Kosten. Drastische Aufwendungen (Capex) in Infrastruktur und Beteiligungen im KI-Bereich schüren Zweifel an der langfristigen Profabilität. Überraschenderweise notierte die Aktie anfänglich im after-market bei +1,37%, was sich nahe an dem 52W-Hoch befindet. Zwar besteht Vertrauen in der Marktpositionierung und eine grundlegend positive Stimmung, jedoch dämpfen Zweifel am KI-Hype bislang einen weiteren Anstieg. Die vermuteten, krassen Marktauswirkungen sind bislang ausgeblieben (wer hätte damit gerechnet?). 223,47 (+1,30%) after-market: 221,17 (-1,03%) …wie immer, keine Aalbeatmung. submitted by /u/CRSCAPO [link] [comments]
reddit · mention · 0.64
NVDA earnings 600k yolo
2026-05-20T22:34:46+00:00
Wie heißt dieses fußball trainer outch gif? submitted by /u/The_Moppel [link] [comments]
reddit · primary_subject · 0.75
Also Stand jetzt reagiert die NVIDIA Aktie einfach gar nicht auf die Earnings lol.
2026-05-20T20:48:43+00:00
submitted by /u/PeakAlienation [link] [comments]
reddit · primary_subject · 0.75
NVIDIA liefert starke Zahlen … und der Markt reagiert kaum darauf.
2026-05-20T20:46:04+00:00
Wenn selbst gute Earnings nicht mehr reichen, um die großen Tech-Werte deutlich höher zu treiben, steigt die Wahrscheinlichkeit für eine massive Kapitalrotation. Das Geld könnte dann aus den überlaufenen Mega-Cap-Positionen abfließen und in andere Bereiche des Marktes rotieren: • Russell 2000 / Small Caps • Cannabis-Aktien • Kryptowährungen & Bitcoin-Miner • High-Beta-Growth-Werte • spekulative Tech- und Momentum-Plays Genau so beginnen oft größere „Risk-On“-Phasen. submitted by /u/Win11141 [link] [comments]
reddit · primary_subject · 0.75
Nvidia tops Q1 estimates, offers upbeat outlook on strong chip sales
2026-05-20T20:27:47+00:00
submitted by /u/King-of-Limbs-07 [link] [comments]
reddit · primary_subject · 1.00
Nvidia $NVDA Q1’27 EARNINGS HIGHLIGHTS
2026-05-20T20:24:15+00:00
Nvidia $NVDA Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $81.6B (Est. $78.8B-$79.2B) 🟢; +85% YoY 🔹 Adj. EPS: $1.87 (Est. $1.75-$1.78) 🟢; +140% YoY 🔹 Data Center Revenue: $75.2B (Est. $73B) 🟢; +92% YoY 🔹 Adj Gross Margin: 75.0% (Est. 74.5%) 🟢 Q2 Guide: 🔹 Revenue: $91.0B +/- 2% (Est. $87.2B) 🟢 🔹 Non-GAAP Gross Margin: 75.0% +/- 50 bps 🔹 Non-GAAP OpEx: ~$8.3B 🔹 NVIDIA is not assuming any Data Center compute revenue from China in its outlook FY27 Guide: 🔹 GAAP & Non-GAAP Tax Rate: 16.0%-18.0%, excluding discrete items and material changes to NVIDIA’s tax environment Segment Performance: 🔹 Compute Revenue: $60.4B (Est. $61.0B) 🔴; +77% YoY 🔹 Networking Revenue: $14.8B (Est. $12.8B) 🟢; +199% YoY 🔹 Edge Computing: $6.4B; +10% QoQ, +29% YoY 🔹 Data Center Compute: $60.4B; +18% QoQ, +77% YoY 🔹 Data Center Networking: $14.8B; +35% QoQ, +199% YoY Financials: 🔹 Non-GAAP Operating Income: $53.8B; +147% YoY 🔹 Non-GAAP OpEx: $7.4B; +49% YoY 🔹 Non-GAAP Net Income: $45.5B; +139% YoY 🔹 Free Cash Flow: $48.6B 🔹 Cash & Cash Equivalents: $13.2B 🔹 Short-Term Debt: $1.0B 🔹 Long-Term Debt: $7.5B Capital Return: 🔹 Shareholder Returns: ~$20.0B in Q1 through repurchases and dividends 🔹 Remaining Buyback Authorization: $38.5B at quarter-end 🔹 Additional Authorization: $80.0B approved, without expiration 🔹 Dividend: Increased from $0.01/share to $0.25/share Commentary: 🔸 “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed.” 🔸 “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries.” 🔸 “NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.” submitted by /u/-----Marcel----- [link] [comments]
reddit · mention · 0.64
NVDA morgen trotzdem +10%
2026-05-20T20:24:12+00:00
submitted by /u/Brotherman_Vlad [link] [comments]
reddit · mention · 0.82
NVDA Quarterly Revenue $81.6 billion (up 85% YoY)
2026-05-20T20:23:19+00:00
NVDA Quarterly Results * Revenue = $81.6 billion (up 85% YoY) * Net Income = $58.3 billion (up 211% YoY) * Earnings Per Share = $2.39 (up 214% YoY) NVDA Next Quarter Outlook * Revenue = $91 billion (plus or minus 2%) * Gross Margin = 74.9% (plus or minus 0.5%) * Operating Expenses = $8.5 billion NVDA Quarterly News : * Recognised as Google Cloud Partner of the Year in two categories. * Collaborating with energy leaders to accelerate power‑flexible AI factories to fortify the grid. * Invested $2 billion each in Marvell, Nebius, Coherent and Lumentum. * Announced a multi-year partnership with META spanning on-premises, cloud and AI infrastructure. * Launched BlueField-4 STX storage architecture, Vera CPU and Space-1 Vera Rubin Module. * Expanding AI-RAN partnerships with global telcos. Position: Long NVDA (5 years). Not financial advice. submitted by /u/Not69Batman [link] [comments]
reddit · primary_subject · 1.00
$NVDA earnings
2026-05-20T20:21:24+00:00
Adjusted EPS $1.87 Revenue $81.62B, est. $79.19B (+20% QoQ, +85% YoY) Sees Q2 Revenue $91.0B ±2%, est. $87.36B Adjusted Gross Margin 75.0% Sees Q2 Adjusted Gross Margin 74.5%–75.5% Sees Q2 Adjusted Operating Expenses ~$8.3B, est. $7.93B Data Center Revenue $75.2B, est. $73.48B Compute & Networking Revenue $74.55B Hyperscale revenue ~50% of Data Center revenue Hyperscale revenue increased sequentially in Q1 Boosts quarterly cash dividend to $0.25/share vs. $0.01/share prior Reports additional $80B share buyback authorization Moving to a new reporting framework with two platforms Q2 revenue outlook topped estimates No shipments of data center hopper products to China Press release: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027 submitted by /u/deepserket [link] [comments]
reddit · mention · 0.64
Buy $15k worth of NVDA before the market closes! Place your bets bros! Waiting for the earnings report! 🚀
2026-05-20T19:59:33+00:00
submitted by /u/Familiar_Hospital665 [link] [comments]
reddit · primary_subject · 0.85
Mein Sparkassenberater hat gerade angerufen - NVIDIA Long 🚀🔥🚀❤️💥🔥🚀🚀
2026-05-20T19:19:22+00:00
Mein Sparkassenberater hat gerade angerufen - NVIDIA Long 🚀🔥🚀❤️💥🔥🚀🚀 View Poll submitted by /u/Lumpy-Object6044 [link] [comments]
reddit · mention · 0.85
NVIDIA-ZAHLEN: GM ON
2026-05-20T19:16:33+00:00
Wenn NVIDIA heute Abend einen klaren Beat liefert aber noch den Ausblick nicht anhebt („Raise“), rechne ich mit einer deutlichen Kapitalrotation aus den Mega-Cap-Techs heraus. In diesem Szenario könnten insbesondere der Russell 2000 sowie Risiko-Assets wie der Cannabissektor, Kryptowährungen und generell Small Caps massiv profitieren – ähnlich wie während der Rotation 2021. Ich hoffe genau auf dieses Setup 😎😁 Die spannende Frage wäre dann: Welche Aktien könnten davon am stärksten profitieren? submitted by /u/Win11141 [link] [comments]
reddit · primary_subject · 0.85
BWB - Brians news letter invest-x just gave a pretty clear indicator to watch for Nvidia earnings
2026-05-20T18:24:56+00:00
From BWB - Business with Brian “The four largest hyperscalers, Amazon, Microsoft, Google, and Meta, have collectively guided 2026 capex to roughly $725 billion. That number is up 77 percent from $410 billion in 2025. That's a $315 billion year-over-year increase in stated AI infrastructure spending. Most of it flows downstream to NVIDIA. And the buy side already knows this number, which means tonight's print is asymmetric. The downside is wider than the upside, because NVIDIA needs to deliver a forward data center guide that exceeds what hyperscalers already promised they'd spend. The single number to listen for on the 5pm call: Q3 data center revenue guidance versus consensus. That's the diagnostic. Everything else is noise.” submitted by /u/California_LB [link] [comments]
reddit · mention · 0.64
NVDA earnings 600k yolo
2026-05-20T17:51:53+00:00
submitted by /u/Administrative_Rub34 [link] [comments]
reddit · primary_subject · 0.94
In anticipation of NVDA earnings report, I bought a lot of stock.
2026-05-20T17:19:07+00:00
Right now the whole world is waiting for NVDA earnings Some people are selling stocks based on old experiences thinking every NVDA earnings report leads to a market selloff But there are also investors like me who aggressively bought stocks today after the market opened I strongly believe NVDA can once again hold up this market and lead another wave higher across servers storage optical communications and semiconductors Here are the stocks I bought today after the open MU、 CRDO、 ALAB、 AVGO and SMCI If NVDA delivers another strong earnings report I believe these five stocks could see the biggest upside reaction MU because HBM memory demand keeps exploding with the Blackwell rollout AVGO because spending on AI networking and infrastructure keeps rising CRDO because it’s heavily tied to AI cluster interconnects and has huge upside volatility ALAB because it’s become one of the hottest names inside the NVDA ecosystem SMCI because it’s one of the purest AI server plays benefiting directly from Blackwell deployment momentum The biggest thing the market wants to hear is simple “Blackwell demand still exceeds supply” If Jensen repeats that message again I believe the entire AI supply chain keeps moving higher Do you guys think my strategy is too risky or do you have better ideas and suggestions submitted by /u/TopAstronomera [link] [comments]
reddit · primary_subject · 0.94
NVDA earnings are here again will this be another “good news but stock drops” situation?
2026-05-20T17:11:13+00:00
Honestly, over the past few quarters, NVDA has delivered incredible numbers almost every time, yet the stock often ends up falling the next day anyway. At this point, whenever I see the stock running up before earnings, I actually get a little nervous This time, I’m paying much more attention to next quarter’s guidance and any new commentary around AI demand. The current quarter’s numbers almost feel less important now because expectations are already sky-high Curious what everyone thinks will this earnings reaction finally be different, or are we about to see another classic “sell the news” move? Just discussing ideas, not giving advice submitted by /u/Helpful-Print5149 [link] [comments]
reddit · primary_subject · 0.75
Was denkt ihr wie sich die Nvidia earnings heute Abend auf den Micron Kurs auswirken werden?
2026-05-20T15:53:10+00:00
Stichwort Blackwell-Chips und deren Abhängigkeit von HBM-Speicher. Momentan liefern ja nur SK Hynix, Samsung un Micron den für die B200 und GB200 benötigten HBM Speicher. Danke für den Input! submitted by /u/Noahkursus [link] [comments]
reddit · primary_subject · 0.75
ich sag’s vorraus NVIDIA Double Beat earnings aber kurs rauscht trotzdem runter
2026-05-20T13:02:49+00:00
Keine Analbehaarung submitted by /u/Tackelol [link] [comments]
news · mention · 0.64
Morning Minute: Markets Flip Green Overnight Ahead of NVDA Earnings
2026-05-20T12:20:36+00:00
Crypto majors and stocks are back in the green, while Polymarket just opened private company prediction markets to retail.
reddit · comparison · 0.64
Market looks strong but is it basically just NVDA and friends carrying everything?
2026-05-20T12:19:39+00:00
Serious question. Index keeps grinding up, AI narrative everywhere, but when you actually look under the surface, a few mega caps doing all the heavy lifting, everything else either chops or fades. This doesn’t feel like past cycles where leadership rotated and you had multiple ways to win. Right now it’s more like, AI runs = capital piles in = everything else lags = repeat Mid caps? inconsistent. Small caps? mostly noise unless you catch a clean move early. So yeah, market looks strong but it’s narrow. I was messing around with GetAgent earlier just to break down sector contribution and scenario outcomes, and it basically reinforced the same thing, if the top names stall, the whole “strength” story starts looking fragile pretty fast. Not calling a top or anything, just feels like we’re way more dependent on a few names than people want to admit. So what’s the play here, ride the leaders and ignore everything else or start looking for rotation that hasn’t shown up yet? submitted by /u/ConsiderationFit2353 [link] [comments]
Alerts
Ticker alerts
NVDA · early_signal · 0.50
NVDA Call Holders after earnings tomorrow
2026-05-19T11:40:12+00:00
NVDA: NVDA Call Holders after earnings tomorrow (early_signal, score 0.50)
Risk flags: rumor
NVDA · early_signal · 0.56
Nvidia, AMD still among BofA's top chip stocks as AI likely to stay 'stronger for longer' (NVDA:NASDAQ) - Seeking Alpha
2026-05-13T16:13:06+00:00
NVDA: Nvidia, AMD still among BofA's top chip stocks as AI likely to stay 'stronger for longer' (NVDA:NASDAQ) - Seeking Alpha (early_signal, score 0.56)
Risk flags: no_catalyst
NVDA · early_signal · 0.53
NVIDIA-CEO reist doch mit Orangen-Delegation nach China
2026-05-13T04:57:15+00:00
NVDA: NVIDIA-CEO reist doch mit Orangen-Delegation nach China (early_signal, score 0.53)
Risk flags: no_catalyst
NVDA · contagion_watch · 0.67
Top Susquehanna Analyst Raises Nvidia Stock (NVDA) Price Target Ahead of Earnings. Here’s Why - TipRanks
2026-05-12T07:26:12+00:00
NVDA: Top Susquehanna Analyst Raises Nvidia Stock (NVDA) Price Target Ahead of Earnings. Here’s Why - TipRanks (contagion_watch, score 0.67)
Risk flags: no_catalyst
NVDA · early_signal · 0.56
NVIDIA Corporation (NVDA) Stock Price, News, Quote & History - Yahoo Finance
2026-05-12T04:55:32+00:00
NVDA: NVIDIA Corporation (NVDA) Stock Price, News, Quote & History - Yahoo Finance (early_signal, score 0.56)
Risk flags: no_catalyst
NVDA · early_signal · 0.52
Option auf Nvidia - Richtung 244USD ?
2026-05-11T15:20:37+00:00
NVDA: Option auf Nvidia - Richtung 244USD ? (early_signal, score 0.52)
Risk flags: rumor, no_catalyst
NVDA · early_signal · 0.52
Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance
2026-05-10T06:04:00+00:00
NVDA: Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance (early_signal, score 0.52)
Risk flags: rumor, no_catalyst
NVDA · contagion_watch · 0.67
Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance
2026-05-10T06:04:00+00:00
NVDA: Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance (contagion_watch, score 0.67)
Risk flags: no_catalyst
NVDA · early_signal · 0.52
I BUILT A 3D STONK GALAXY WHILE LIVING BEHIND THE WENDY’S DUMPSTER
2026-05-09T17:11:24+00:00
NVDA: I BUILT A 3D STONK GALAXY WHILE LIVING BEHIND THE WENDY’S DUMPSTER (early_signal, score 0.52)
Risk flags: rumor, no_catalyst
NVDA · early_signal · 0.48
Kann mir einer erklären warum Nvidia die meistgekaufte Aktie ist?
2026-05-03T21:01:32+00:00
NVDA: Kann mir einer erklären warum Nvidia die meistgekaufte Aktie ist? (early_signal, score 0.48)
Risk flags: rumor, no_catalyst