$NVDA — WSB TERMINAL

$NVDA NVIDIA CORPORATION TECHNOLOGY EQUITY SIMULATION

$205.19

+0.33 (+0.16%)

LAST PRICE · 15 MIN DELAY

DAY CHG +0.16%

5D CHG +0.04%

30D CHG -1.36%

MARKET CAP

        4.97T
        
        LARGE CAP

SHORT FLOAT

1.2%

NORMAL

WSB POSTS

12902 UPVOTES

BULL/BEAR SPLIT

9:6

60% BULLISH

AVG UPVOTES / POST

538

ENGAGEMENT

SECTOR

TECHNOLOGY

CLASSIFICATION

PRICE PERFORMANCE

RETURNS

1 DAY	+0.16%
5 DAY	+0.04%
30 DAY	-1.36%

30-DAY PRICE HISTORY

WSB SENTIMENT

24 POSTS

BULLISH	9 posts · 38%
BEARISH	6 posts · 25%
NEUTRAL	9 posts · 37%
TOTAL UPVOTES	12902
AVG UPVOTES	538

38% BULL 37% NEUT 25% BEAR

DUE DILIGENCE — $NVDA

24 ITEMS

2026-06-12 21:08 BEAR

intel is the most delusional bubble in the earth right now and I will die on this hill

▲ 1 💬 0 u/Useful_Elevator_7829 REDDIT_SCRAPED

Intel is severely overvalued at $125 with a 904x trailing P/E, negative net income (-$3.17B TTM), and negative FCF (-$8.3B), driven by unsustainable hype around a politically-pressured Apple preliminary deal that lacks official confirmation. The core thesis of Intel Foundry becoming a TSMC alternative is flawed due to yield problems (50-55% vs TSMC's 65-70%+) and delayed product launches, making the stock a bubble waiting to burst.

$AAPL $AMD $INTC $NVDA

2026-06-05 17:33 BULL

Mr. Market is not valuing MU correctly

▲ 1 💬 0 u/aka0007 REDDIT_SCRAPED

Memory (RAM) supply constraints are the critical bottleneck for AI infrastructure expansion over the next 2-3 years, making MU undervalued given its revenue growth (2.25X in 6 quarters) outpacing NVIDIA's (2.05X) while hyperscaler CAPEX continues accelerating. MU, SK Hynix, and Samsung are the only suppliers capable of producing next-gen memory needed for both NVIDIA and hyperscaler AI chips, creating a structural supply shortage that will intensify with upcoming GPU architectures.

$AVGO $GOOGL $MRVL $MU $NVDA

2026-06-03 22:37 NEUT

Maybe true Marvell was the friends we made along the way?🌈✨

▲ 1 💬 0 u/Known-Store2826 REDDIT_SCRAPED

Marvell (MRVL) is positioned for significant growth due to Nvidia's endorsement and its role in AI infrastructure, though it would need to quadruple market cap to reach trillion-dollar status. However, Micron (MU) maintains a competitive advantage through superior supply-demand dynamics and HBM supply shortage pricing power, which may outpace Marvell's high double-digit growth trajectory.

$MRVL $MU $NVDA

2026-06-03 15:21 BULL

LAM research, the next AI slop stock that will reach 1T USD.

▲ 1 💬 0 u/Prefer_Diet_Soda REDDIT_SCRAPED

Lam Research (LRCX) is positioned as a semiconductor equipment monopoly with near-100% market share in critical technologies (cryogenic atomic layer etching for TSVs and GAA selective etching) that are essential for HBM and advanced chip manufacturing. The post argues LRCX is undervalued at $400B and represents a "picks-and-shovels" play that could reach $1 trillion as AI chip demand drives exponential demand for their machines.

$LRCX $MU $NVDA

2026-06-02 16:23 BEAR

Every time Nvidia releases a new chip it unintentionally accelerates the depreciation of Oracle's collateral. Oracle is in no-win situation

▲ 1 💬 0 u/JosieA3672 REDDIT_SCRAPED

Oracle faces a structural problem where each new Nvidia chip release accelerates depreciation of its $40B chip investment, creating a collateral crisis for its data center financing. The company is trapped in a no-win situation as rapid AI chip obsolescence undermines the value of assets backing its debt.

$NVDA $ORCL

2026-06-01 21:45 BULL

$FLNC DD - If $NVDA is selling shovels, then $FLNC is selling power bars to the laborers using them.

▲ 1 💬 1 u/Kbaker48 REDDIT_SCRAPED

Fluence Energy ($FLNC) is positioned to capitalize on AI data center power infrastructure needs through battery storage solutions that manage power demand spikes. The company has strong tailwinds including a $5.6B backlog, recent partnership with NVIDIA/Siemens, double YoY order growth, and potential short squeeze dynamics, though execution risks remain with profitability still uncertain.

$FLNC $NVDA $SIEGY

2026-05-31 01:57 NEUT

i have been watch $NVDA all week -something doesn't add up

▲ 1 💬 0 u/Particular-End-8808 REDDIT_SCRAPED

Poster has been monitoring NVDA all week and believes something unusual or unexplained is occurring with the stock, though specific concerns are not detailed in the title alone. Requires full post content to identify exact thesis and risks.

$NVDA

2026-05-30 01:13 BULL

I am sorry about my previous dd calling the top: I was wrong. But there is more to the story

▲ 1 💬 0 u/iloveaccounting64 REDDIT_SCRAPED

Author was wrong calling the market top and apologizes; now predicts institutional rotation into mega-cap tech (Mag 7) will continue through summer despite weakening rally momentum, while maintaining hedging short positions on small caps/semis and shorting space stocks. Key risk: rotation narrative could reverse if mega caps fail to deliver or macroeconomic conditions deteriorate.

$META $MSFT $NOW $NVDA $ORCL $PANW $QQQ $SPX

2026-05-29 20:10 NEUT

MICRON 1 trillion VS when NVIDIA reached 1 trillion

▲ 1 💬 0 u/MotherBake4137 REDDIT_SCRAPED

Post compares Micron's path to $1 trillion market cap versus Nvidia's achievement, likely analyzing valuation metrics, growth trajectories, and competitive positioning in the semiconductor industry. Key risks include cyclical memory chip demand, competition from Samsung and SK Hynix, and execution on advanced node technology.

$MU $NVDA

2026-05-29 16:06 NEUT

The supply chain of an Nvidia H200 chip and 20 more accelerators [OC]

▲ 1 💬 1 u/eugenehp REDDIT_SCRAPED

Post presents an open-source analysis of supply chain networks for Nvidia H200 chips and 20+ accelerators, building on previously published work. Educational content focused on supply chain visualization rather than investment thesis or trading position.

$NVDA

2026-05-28 19:41 NEUT

The most unnecessarily autistic thing I’ve ever built.

▲ 1 💬 0 u/Shtonky

User developed a custom Relative Rotation Graph (RRG) tool combining dark pool flow data with momentum analysis for tech sector stocks to track institutional accumulation and rotation patterns. The tool visualizes stocks moving through leading/weakening/lagging/improving phases based on hidden liquidity behavior; AMD appears strong while NVDA is underperforming.

$AMD $INTC $MRVL $NVDA $SNDK

2026-05-26 18:44 BEAR

The market can't crash until Michael Burry gives up on being bearish

▲ 1 💬 1 u/cannythecat

The post claims that large financial institutions deliberately pump the market to humiliate bearish investor Michael Burry whenever he takes short positions, and that the recent market rally was orchestrated specifically to make his bearish bets fail rather than driven by fundamental factors. The key risk is that this theory lacks empirical evidence and relies on unfounded conspiracy claims about market manipulation by institutions.

$NVDA $TSLA

2026-05-23 13:40 BEAR

Bear case on IQ tax meme stocks during SpaceX IPO.

▲ 1 💬 0 u/Roxfall

Author predicts that retail investors will rotate out of overvalued meme stocks like TSLA, MSTR, INTC, and NVDA during the week of a rumored SpaceX IPO (June 12) to chase the new IPO hype. The proposed strategy is to bet bearish on these stocks through inverse ETFs and puts before the anticipated dip, then buy quality companies on the rebound.

$INTC $MSTR $NVDA $NVDQ $TSLA $TSLQ

2026-05-23 03:53 BULL

MU set up for NVDA like revenue growth

▲ 1 💬 0 u/Heavy_Pudding7988

MU poised for significant revenue growth similar to NVDA's 2023 spike, with quarterly revenue nearly doubling from $13.6B to $23.86B. Memory chip demand expected to drive valuations toward $1T+ as earnings approach, though leverage through margin trading presents material risk.

$AMD $MU $NVDA $SNDK

2026-05-22 17:33 BEAR

Enough is enough fk u quantum/space regards making money - top is in

▲ 1 💬 0 u/iloveaccounting64

Author claims market has peaked after extreme euphoria and excessive institutional FOMO, with all positive catalysts (end of war, NVDA growth, AI capex) already priced in. Technical rejection at 7500 SPX level with weakening momentum signals inevitable pullback as bears cover and retail gets liquidated.

$NVDA $SPX

2026-05-21 08:51 NEUT

Congress keeps buying the dip better than I do

▲ 1 💬 1 u/Daka2020

Author tracks Congressional stock purchases and observes suspicious timing patterns before market-moving events across NVDA, defense, tech, and energy stocks, suggesting potential insider trading advantages. Key risks include potential illegality of trading on Congressional intelligence, regulatory enforcement uncertainty, and replication difficulty due to disclosure delays.

$NVDA

2026-05-20 02:50 BULL

The best NVDA DD

▲ 23 💬 4 u/killerdrgn

Post suggests holding NVDA calls through earnings based on a fortune cookie message. This is speculative and lacks fundamental analysis; earnings volatility presents significant risk regardless of good luck omens.

$NVDA

2026-05-19 19:15 NEUT

$NVDA earnings - what's your estimate and bet?

▲ 1 💬 0 u/JB-America

Post asks for community estimates and bets on NVDA earnings expectations without providing specific thesis or position details. Lacks concrete analysis of earnings drivers, risks, or specific price targets to evaluate.

$NVDA

2026-05-12 21:09 BULL

The Analog Chip Trade: Texas Instruments to 2 Trillion

▲ 162 💬 146 u/samvarr

Texas Instruments is positioned as the dominant analog chip supplier for the multi-trillion dollar AI infrastructure buildout through 2030, benefiting from national security mandates for domestic manufacturing, direct AI co-design partnerships (Nvidia 800V architecture), nuclear energy expansion, and space/satellite infrastructure. Key risks include execution on fab scaling, geopolitical policy reversals, competition from international analog chip makers, and valuation assumptions dependent on speculative AI capex forecasts.

$INTC $MU $NVDA $TXN

2024-08-11 15:33 BULL

It’s time we acknowledge that calls and longs are the play for NVDA. Long DD.

▲ 2480 💬 610 u/NotBanksy69

Author argues NVDA is bullish heading into earnings based on: consistent +8.5% average post-earnings reactions, technical chart support at recent lows, minimal impact from Blackwell chip delays due to continued Hopper demand, and insider buying by Nancy Pelosi. Key risks include reliance on technical analysis, unverified delay information from obscure sources, and execution risk on upcoming product launches.

$NVDA

2024-02-14 16:05 BEAR

Shorting NVDA at 740 is literally free money at this point

▲ 2298 💬 1061 u/AcrobaticDependent35

Author is shorting NVDA at $740, arguing the risk/reward is asymmetric: a beat likely results in only 6-8% gain while any disappointment could trigger a 10-15% crash to $650. Key risks include the hardware commodity nature of the business, Google's competing chips, waning momentum, and the possibility that NVDA simply meets expectations and rallies anyway.

$NVD $NVDA

2024-02-14 05:10 BULL

NVDA is Worth $1000+ This Year - AI Will Be The Largest Wealth Transfer In The History of The World - Sam Altman Wasn't Joking...

▲ 2343 💬 939 u/Xtianus21

NVDA stock is positioned to reach $1000+ this year as AI represents a massive wealth transfer opportunity comparable to the internet, with NVIDIA acting as the foundational infrastructure provider (GPU chips) for AI development. The post argues that GPT-5 and advancing AI models will create exponential demand for computing power across emerging industries (robotics, healthcare, autonomous vehicles, space), establishing NVIDIA's competitive moat as competing companies struggle to match their compute capabilities.

$NVDA

2021-04-06 16:23 NEUT

Building off the post from yesterday, I built a dashboard that tracks congressmen’s returns from stock trading over time. You can use it to see who’s a fellow member of WSB and who’s actually making money.

▲ 2953 💬 145 u/pdwp90

A user created a dashboard tracking U.S. senators' and representatives' stock trading performance over time, comparing their returns to the S&P 500. The post identifies several politicians who appear to trade meme stocks (SNAP, TSLA, SPCE, etc.) and analyzes their timing and success, suggesting some may follow WSB or actively inverse it.

$AMD $BYND $GE $GLD $LULU $MU $NVDA $SNAP $SPCE $TSLA

2020-11-07 14:47 NEUT

I wrote some code to scrape US financial disclosures and track stock trading by politicians. Here are 5 congressmen who definitely browse this sub.

▲ 2626 💬 122 u/pdwp90

User developed a tool to track US politicians' stock trading from financial disclosures and identified 5 congressmen whose trading patterns suggest they may follow WSB, including Josh Gottheimer (held SNAP through 75% loss before recovery), Pat Roberts (well-timed TESLA entry/exit), and Alan Lowenthal (successful GLD and SPCE trades). Key risks include potential insider trading implications and the speculative nature of correlating political trading with retail investing patterns.

$AMD $BYND $GE $GLD $LULU $MU $NVDA $SNAP $SPCE $TSLA

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